| Elmwood Wealth Management, Inc. |
2025 Q4
|
1/8/2026 |
174
|
$320 M
|
| Aurora Investment Managers, LLC. |
2025 Q4
|
1/8/2026 |
45
|
$180 M
|
| Versant Capital Management, Inc |
2025 Q4
|
1/8/2026 |
2,639
|
$800 M
|
| Gladwyn Financial Advisors, Inc. |
2025 Q4
|
1/8/2026 |
117
|
$140 M
|
| True Wealth Design, LLC |
2025 Q4
|
1/8/2026 |
2,556
|
$340 M
|
| Gradient Investments LLC |
2025 Q4
|
1/8/2026 |
343
|
$6.3 B
|
| M. Kulyk & Associates, LLC |
2025 Q4
|
1/8/2026 |
107
|
$520 M
|
| Efficient Advisors, LLC |
2025 Q4
|
1/8/2026 |
58
|
$1.7 B
|
| Sound View Wealth Advisors Group, LLC |
2025 Q4
|
1/8/2026 |
416
|
$1.5 B
|
| Regent Peak Wealth Advisors LLC |
2025 Q4
|
1/8/2026 |
192
|
$510 M
|
| Agate Pass Investment Management, LLC |
2025 Q4
|
1/8/2026 |
106
|
$270 M
|
| Waycross Investment Management Co |
2025 Q4
|
1/8/2026 |
47
|
$110 M
|
| Gridiron Partners, LLC |
2025 Q4
|
1/8/2026 |
59
|
$180 M
|
| Thoma Capital Management LLC |
2025 Q4
|
1/8/2026 |
60
|
$170 M
|
| Legacy Private Trust Co. |
2025 Q4
|
1/8/2026 |
344
|
$1.7 B
|
| Peoples Bank/KS |
2025 Q4
|
1/8/2026 |
98
|
$99 M
|
| Gryphon Financial Partners LLC |
2025 Q4
|
1/8/2026 |
350
|
$930 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2025 Q4
|
1/8/2026 |
954
|
$1.5 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q4
|
1/8/2026 |
3,925
|
$74 B
|
| DDFG, Inc |
2025 Q4
|
1/8/2026 |
87
|
$460 M
|
| NorthCrest Asset Manangement, LLC |
2025 Q4
|
1/8/2026 |
821
|
$4.5 B
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q4
|
1/8/2026 |
372
|
$120 M
|
| Grove Bank & Trust |
2025 Q4
|
1/8/2026 |
975
|
$890 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2025 Q4
|
1/8/2026 |
94
|
$340 M
|
| MOLLER WEALTH PARTNERS |
2025 Q4
|
1/8/2026 |
69
|
$480 M
|
| Oliver Luxxe Assets LLC |
2025 Q4
|
1/8/2026 |
189
|
$660 M
|
| GENESIS PRIVATE WEALTH, LLC |
2025 Q4
|
1/8/2026 |
180
|
$320 M
|
| Wedmont Private Capital |
2025 Q4
|
1/8/2026 |
806
|
$2.9 B
|
| Aveo Capital Partners, LLC |
2025 Q4
|
1/8/2026 |
1
|
$0
|
| Sincerus Advisory, LLC |
2025 Q4
|
1/8/2026 |
74
|
$120 M
|
| Old Port Advisors |
2025 Q4
|
1/8/2026 |
231
|
$410 M
|
| Profit Investment Management, LLC |
2025 Q4
|
1/8/2026 |
35
|
$25 M
|
| SANDERS MORRIS HARRIS LLC |
2025 Q4
|
1/8/2026 |
35
|
$65 M
|
| SL ADVISORS, LLC |
2025 Q4
|
1/8/2026 |
32
|
$49 M
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q4
|
1/8/2026 |
58
|
$180 M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
287
|
$890 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q4
|
1/8/2026 |
177
|
$290 M
|
| MKT Advisors LLC |
2025 Q4
|
1/8/2026 |
163
|
$290 M
|
| Maridea Wealth Management LLC |
2025 Q4
|
1/8/2026 |
402
|
$670 M
|
| Choice Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
33
|
$250 M
|
| AdviceOne Advisory Services, LLC |
2025 Q4
|
1/8/2026 |
39
|
$170 M
|
| Sarasin & Partners LLP |
2025 Q4
|
1/8/2026 |
77
|
$9.6 B
|
| Fermata Advisors, LLC |
2025 Q4
|
1/8/2026 |
218
|
$420 M
|
| Pine Haven Investment Counsel, Inc |
2025 Q4
|
1/8/2026 |
116
|
$140 M
|
| Sprinkle Financial Consultants LLC |
2025 Q4
|
1/8/2026 |
88
|
$200 M
|
| Lincoln Capital LLC |
2025 Q4
|
1/8/2026 |
131
|
$550 M
|
| GSG Advisors LLC |
2025 Q4
|
1/8/2026 |
134
|
$390 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q4
|
1/8/2026 |
60
|
$150 M
|
| Tuttle Capital Management, LLC |
2025 Q4
|
1/8/2026 |
101
|
$45 M
|
| NORDEA INVESTMENT MANAGEMENT AB |
2025 Q4
|
1/8/2026 |
1,984
|
$120 B
|
| Neumann Advisory Hong Kong Ltd |
2025 Q4
|
1/7/2026 |
7
|
$380 M
|
| GuoLine Advisory Pte Ltd |
2025 Q4
|
1/7/2026 |
23
|
$1.1 B
|
| American National Bank of Texas |
2025 Q4
|
1/7/2026 |
62
|
$100 M
|
| Kure Advisory, LLC |
2025 Q4
|
1/7/2026 |
56
|
$180 M
|
| Cooper Financial Group |
2025 Q4
|
1/7/2026 |
380
|
$940 M
|
| Occidental Asset Management, LLC |
2025 Q4
|
1/7/2026 |
295
|
$830 M
|
| Charis Legacy Partners, LLC |
2025 Q4
|
1/7/2026 |
26
|
$68 M
|
| Value Partners Investments Inc. |
2025 Q4
|
1/7/2026 |
100
|
$1.3 B
|
| Processus Wealth & Capital Management, LLC |
2025 Q4
|
1/7/2026 |
35
|
$150 M
|
| Stonebridge Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
38
|
$110 M
|
| Clark & Stuart, Inc |
2025 Q4
|
1/7/2026 |
51
|
$150 M
|
| Permanent Capital Management, LP |
2025 Q4
|
1/7/2026 |
157
|
$510 M
|
| Sovereign Financial Group, Inc. |
2025 Q4
|
1/7/2026 |
349
|
$580 M
|
| Sandbox Financial Partners, LLC |
2025 Q4
|
1/7/2026 |
123
|
$360 M
|
| Procyon Advisors, LLC |
2025 Q4
|
1/7/2026 |
561
|
$2.0 B
|
| Parisi Gray Wealth Management |
2025 Q4
|
1/7/2026 |
135
|
$440 M
|
| Cyndeo Wealth Partners, LLC |
2025 Q4
|
1/7/2026 |
477
|
$1.9 B
|
| Panoramic Capital Partners, LLC |
2025 Q4
|
1/7/2026 |
62
|
$160 M
|
| New England Research & Management, Inc. |
2025 Q4
|
1/7/2026 |
144
|
$230 M
|
| Magnus Financial Group LLC |
2025 Q4
|
1/7/2026 |
419
|
$1.3 B
|
| Impact Capital Partners LLC |
2025 Q4
|
1/7/2026 |
272
|
$340 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2025 Q4
|
1/7/2026 |
119
|
$680 M
|
| EVERPAR ADVISORS LLC |
2025 Q4
|
1/7/2026 |
268
|
$270 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
150
|
$300 M
|
| LAKE STREET PRIVATE WEALTH, LLC |
2025 Q4
|
1/7/2026 |
278
|
$820 M
|
| Hamlin Capital Management, LLC |
2025 Q4
|
1/7/2026 |
30
|
$4.2 B
|
| Northside Capital Management, LLC |
2025 Q4
|
1/7/2026 |
201
|
$1.2 B
|
| Orgel Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
92
|
$4.5 B
|
| CenturyLink Investment Management Co |
2025 Q4
|
1/7/2026 |
1
|
$97 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/7/2026 |
156
|
$1.4 B
|
| Green Alpha Advisors, LLC |
2025 Q4
|
1/7/2026 |
115
|
$110 M
|
| Cutter & CO Brokerage, Inc. |
2025 Q4
|
1/7/2026 |
1
|
$0
|
| Wisconsin Wealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
85
|
$100 M
|
| MassMutual Private Wealth & Trust, FSB |
2025 Q4
|
1/7/2026 |
2,394
|
$3.9 B
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q4
|
1/7/2026 |
33
|
$140 M
|
| Crescent Sterling, Ltd. |
2025 Q4
|
1/7/2026 |
78
|
$98 M
|
| Livelsberger Financial Advisory |
2025 Q4
|
1/7/2026 |
1
|
$0
|
| Keystone Financial Planning, Inc. |
2025 Q4
|
1/7/2026 |
44
|
$340 M
|
| BRADY FAMILY WEALTH, LLC |
2025 Q4
|
1/7/2026 |
108
|
$320 M
|
| Aventura Private Wealth, LLC |
2025 Q3
|
1/7/2026 |
808
|
$270 M
|
| GREENHAVEN ASSOCIATES INC |
2025 Q4
|
1/7/2026 |
30
|
$6.2 B
|
| Aventura Private Wealth, LLC |
2025 Q2
|
1/7/2026 |
783
|
$230 M
|
| Aquire Wealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
49
|
$380 M
|
| Boston Standard Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
51
|
$610 M
|
| Harbour Capital Advisors, LLC |
2025 Q4
|
1/7/2026 |
275
|
$490 M
|
| Aventura Private Wealth, LLC |
2025 Q1
|
1/7/2026 |
782
|
$190 M
|
| AMERICAN ASSET MANAGEMENT INC. |
2025 Q4
|
1/7/2026 |
35
|
$120 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q4
|
1/7/2026 |
1,230
|
$1.3 B
|
| LYNCH & ASSOCIATES/IN |
2025 Q4
|
1/7/2026 |
124
|
$530 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q4
|
1/7/2026 |
119
|
$220 k
|