| Elevate Capital Advisors, LLC |
2025 Q2
|
7/21/2025 |
67
|
$130 M
|
| Journey Beyond Wealth, LLC |
2025 Q2
|
7/21/2025 |
28
|
$120 M
|
| Vested Financial Planning, LLC |
2025 Q2
|
7/21/2025 |
28
|
$110 M
|
| Stanich Group LLC |
2025 Q2
|
7/21/2025 |
39
|
$110 M
|
| Donor Advised Charitable Giving, Inc. |
2025 Q2
|
7/21/2025 |
38
|
$4.9 B
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2025 Q2
|
7/21/2025 |
57
|
$100 M
|
| Penobscot Investment Management Company, Inc. |
2025 Q2
|
7/21/2025 |
310
|
$1.2 B
|
| OAK HILL WEALTH ADVISORS, LLC |
2025 Q2
|
7/21/2025 |
145
|
$480 M
|
| McNaughton Wealth Management, LLC |
2025 Q2
|
7/21/2025 |
73
|
$220 M
|
| WILLNER & HELLER, LLC |
2025 Q2
|
7/21/2025 |
152
|
$120 M
|
| Diligent Investors, LLC |
2025 Q2
|
7/21/2025 |
335
|
$420 M
|
| Checchi Capital Advisers, LLC |
2025 Q2
|
7/21/2025 |
578
|
$1.8 B
|
| Accel Wealth Management |
2025 Q2
|
7/21/2025 |
269
|
$300 M
|
| Financial Insights, Inc. |
2025 Q2
|
7/21/2025 |
127
|
$270 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/21/2025 |
116
|
$140 M
|
| Clarius Group, LLC |
2025 Q2
|
7/21/2025 |
480
|
$1.7 B
|
| Talbot Financial, LLC |
2025 Q2
|
7/21/2025 |
64
|
$1.1 B
|
| Rockingstone Advisors LLC |
2025 Q2
|
7/21/2025 |
105
|
$190 M
|
| White & Co Financial Planning Inc |
2025 Q2
|
7/21/2025 |
19
|
$130 M
|
| Ervin Investment Management, LLC |
2025 Q2
|
7/21/2025 |
40
|
$160 M
|
| Echo Wealth Management, LLC |
2025 Q2
|
7/21/2025 |
46
|
$160 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q2
|
7/21/2025 |
202
|
$6.0 B
|
| DMKC Advisory Services, LLC |
2025 Q2
|
7/21/2025 |
78
|
$190 M
|
| Trust Co of Kansas |
2025 Q2
|
7/21/2025 |
57
|
$210 M
|
| Riverview Trust Co |
2025 Q2
|
7/21/2025 |
247
|
$80 M
|
| PLATINUM INVESTMENT MANAGEMENT LTD |
2025 Q2
|
7/21/2025 |
115
|
$1.5 B
|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2025 Q2
|
7/21/2025 |
984
|
$4.4 B
|
| HighMark Wealth Management LLC |
2025 Q2
|
7/21/2025 |
616
|
$200 M
|
| Gray Private Wealth, LLC |
2025 Q2
|
7/21/2025 |
46
|
$190 M
|
| Copeland Capital Management, LLC |
2025 Q2
|
7/21/2025 |
459
|
$4.9 B
|
| DHJJ Financial Advisors, Ltd. |
2025 Q2
|
7/21/2025 |
977
|
$280 M
|
| Flagship Private Wealth, LLC |
2025 Q2
|
7/21/2025 |
87
|
$190 M
|
| Seros Financial, LLC |
2025 Q2
|
7/21/2025 |
61
|
$160 M
|
| Custos Family Office, LLC |
2025 Q2
|
7/21/2025 |
73
|
$310 M
|
| Sterling Investment Counsel, LLC |
2025 Q2
|
7/21/2025 |
140
|
$170 M
|
| Yeomans Consulting Group, Inc. |
2025 Q2
|
7/21/2025 |
100
|
$240 M
|
| Creative Capital Management Investments LLC |
2025 Q2
|
7/21/2025 |
310
|
$280 M
|
| Montz Harcus Wealth Management LLC |
2025 Q2
|
7/21/2025 |
84
|
$210 M
|
| Consilium Wealth Advisory, LLC |
2025 Q2
|
7/21/2025 |
95
|
$240 M
|
| Clarity Capital Partners LLC |
2025 Q2
|
7/21/2025 |
113
|
$280 M
|
| Andina Capital Management, LLC |
2025 Q2
|
7/21/2025 |
144
|
$140 M
|
| New Century Financial Group, LLC |
2025 Q2
|
7/21/2025 |
109
|
$85 M
|
| Two Point Capital Management, Inc. |
2025 Q2
|
7/21/2025 |
25
|
$230 M
|
| Credential Qtrade Securities Inc. |
2024 Q1
|
7/21/2025 |
379
|
$1.9 B
|
| Credential Qtrade Securities Inc. |
2023 Q4
|
7/21/2025 |
374
|
$1.7 B
|
| Phraction Management LLC |
2025 Q2
|
7/21/2025 |
73
|
$310 M
|
| Credential Qtrade Securities Inc. |
2023 Q3
|
7/21/2025 |
346
|
$1.5 B
|
| Credential Qtrade Securities Inc. |
2023 Q2
|
7/21/2025 |
374
|
$1.6 B
|
| Credential Qtrade Securities Inc. |
2023 Q1
|
7/21/2025 |
397
|
$1.5 B
|
| Whelan Financial |
2025 Q2
|
7/21/2025 |
65
|
$280 M
|
| Credential Qtrade Securities Inc. |
2022 Q4
|
7/21/2025 |
338
|
$1.4 B
|
| Credential Qtrade Securities Inc. |
2022 Q3
|
7/21/2025 |
374
|
$1.3 B
|
| Credential Qtrade Securities Inc. |
2022 Q2
|
7/21/2025 |
354
|
$1.4 B
|
| Ameritas Advisory Services, LLC |
2025 Q2
|
7/21/2025 |
2,841
|
$1.9 B
|
| Credential Qtrade Securities Inc. |
2022 Q1
|
7/21/2025 |
353
|
$1.6 B
|
| Asset Advisors Investment Management, LLC |
2025 Q2
|
7/21/2025 |
111
|
$1.0 B
|
| Credential Qtrade Securities Inc. |
2021 Q4
|
7/21/2025 |
378
|
$1.5 B
|
| Credential Qtrade Securities Inc. |
2021 Q3
|
7/21/2025 |
342
|
$1.3 B
|
| Vanderbilt University |
2025 Q2
|
7/21/2025 |
77
|
$530 M
|
| Credential Qtrade Securities Inc. |
2021 Q2
|
7/21/2025 |
358
|
$1.3 B
|
| Credential Qtrade Securities Inc. |
2021 Q1
|
7/21/2025 |
391
|
$1.1 B
|
| Point72 Asset Management, L.P. |
2025 Q1 - RESTATEMENT
|
7/21/2025 |
1,984
|
$44 B
|
| KEB ASSET MANAGEMENT, LLC |
2025 Q2
|
7/21/2025 |
88
|
$400 M
|
| Credential Qtrade Securities Inc. |
2020 Q4
|
7/21/2025 |
326
|
$970 M
|
| Fairvoy Private Wealth, LLC |
2025 Q2
|
7/21/2025 |
184
|
$400 M
|
| WASHINGTON GROWTH STRATEGIES LLC |
2025 Q2
|
7/21/2025 |
51
|
$130 M
|
| Consolidated Investment Group LLC |
2025 Q2
|
7/21/2025 |
65
|
$750 M
|
| Credential Qtrade Securities Inc. |
2020 Q3
|
7/21/2025 |
291
|
$870 M
|
| Credential Qtrade Securities Inc. |
2020 Q2
|
7/21/2025 |
286
|
$770 M
|
| Credential Qtrade Securities Inc. |
2020 Q1
|
7/21/2025 |
293
|
$610 M
|
| Jackson Wealth Management, LLC |
2025 Q2
|
7/21/2025 |
168
|
$920 M
|
| Credential Qtrade Securities Inc. |
2019 Q4
|
7/21/2025 |
302
|
$740 M
|
| Credential Qtrade Securities Inc. |
2019 Q3
|
7/21/2025 |
274
|
$650 M
|
| Credential Qtrade Securities Inc. |
2019 Q2
|
7/21/2025 |
294
|
$610 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2025 Q2
|
7/21/2025 |
173
|
$1.6 B
|
| Credential Qtrade Securities Inc. |
2019 Q1
|
7/21/2025 |
270
|
$540 M
|
| Financial Architects, LLC |
2025 Q2
|
7/21/2025 |
27
|
$160 M
|
| Curran Financial Partners, LLC |
2025 Q2
|
7/21/2025 |
120
|
$450 M
|
| Keystone Financial Group, Inc. |
2025 Q2
|
7/21/2025 |
148
|
$160 M
|
| Credential Qtrade Securities Inc. |
2018 Q4
|
7/21/2025 |
271
|
$460 M
|
| Credential Qtrade Securities Inc. |
2018 Q3
|
7/21/2025 |
288
|
$490 M
|
| Sage Financial Management Group, Inc. |
2025 Q2
|
7/21/2025 |
55
|
$290 M
|
| STOCK YARDS BANK & TRUST CO |
2025 Q2
|
7/21/2025 |
665
|
$3.0 B
|
| Ascent Group, LLC |
2025 Q2
|
7/21/2025 |
2,609
|
$2.6 B
|
| Polaris Capital Management, LLC |
2025 Q2
|
7/21/2025 |
92
|
$1.5 B
|
| BARRETT & COMPANY, INC. |
2025 Q2
|
7/21/2025 |
641
|
$270 M
|
| Fortis Capital Advisors, LLC |
2025 Q2
|
7/21/2025 |
240
|
$560 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2025 Q2
|
7/21/2025 |
171
|
$410 M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2025 Q2
|
7/21/2025 |
678
|
$11 B
|
| Abundance Wealth Counselors |
2025 Q2
|
7/21/2025 |
165
|
$530 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2025 Q2
|
7/21/2025 |
82
|
$280 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2025 Q2
|
7/21/2025 |
249
|
$800 M
|
| Grassi Investment Management |
2025 Q2
|
7/21/2025 |
128
|
$1.3 B
|
| CAPE ANN SAVINGS BANK |
2025 Q2
|
7/21/2025 |
89
|
$170 M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/21/2025 |
40
|
$430 M
|
| Corundum Group, Inc. |
2025 Q2
|
7/21/2025 |
103
|
$230 M
|
| Single Point Partners, LLC |
2025 Q2
|
7/21/2025 |
88
|
$460 M
|
| Portfolio Strategies, Inc. |
2025 Q2
|
7/21/2025 |
52
|
$770 M
|
| BOYAR ASSET MANAGEMENT INC. |
2025 Q2
|
7/21/2025 |
79
|
$150 M
|
| Segment Wealth Management, LLC |
2025 Q2
|
7/21/2025 |
286
|
$1.6 B
|