| Financial Council, LLC |
2025 Q2
|
7/21/2025 |
93
|
$210 M
|
| Life Planning Partners, Inc |
2025 Q2
|
7/21/2025 |
65
|
$130 M
|
| Onyx Financial Advisors, LLC |
2025 Q2
|
7/21/2025 |
17
|
$210 M
|
| Trellis Wealth Advisors LLC |
2025 Q2
|
7/21/2025 |
37
|
$230 M
|
| OAK HILL CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/21/2025 |
1
|
$0
|
| QRG CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/21/2025 |
1,117
|
$11 B
|
| ZWJ INVESTMENT COUNSEL INC |
2025 Q2
|
7/21/2025 |
241
|
$2.7 B
|
| Successful Portfolios LLC |
2025 Q2
|
7/21/2025 |
169
|
$160 M
|
| Wallington Asset Management, LLC |
2025 Q2
|
7/21/2025 |
71
|
$710 M
|
| Intrinsic Value Partners, LLC |
2025 Q2
|
7/21/2025 |
67
|
$110 M
|
| WT Asset Management Ltd |
2025 Q2
|
7/21/2025 |
35
|
$1.4 B
|
| Cardinal Strategic Wealth Guidance |
2025 Q2
|
7/21/2025 |
62
|
$350 M
|
| Azarias Capital Management, L.P. |
2025 Q2
|
7/21/2025 |
24
|
$220 M
|
| Impact Investors, Inc |
2025 Q2
|
7/21/2025 |
155
|
$140 M
|
| HENNESSY ADVISORS INC |
2025 Q2
|
7/21/2025 |
340
|
$3.0 B
|
| TILIA FIDUCIARY PARTNERS, INC. |
2025 Q2
|
7/21/2025 |
115
|
$160 M
|
| AIFG Consultants Ltd. |
2025 Q2
|
7/21/2025 |
51
|
$51 M
|
| AMERIFLEX GROUP, INC. |
2025 Q2
|
7/21/2025 |
1,061
|
$190 M
|
| AEGON USA Investment Management, LLC |
2025 Q2
|
7/21/2025 |
46
|
$130 M
|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV |
2025 Q2
|
7/21/2025 |
175
|
$910 M
|
| Pflug Koory, LLC |
2025 Q2
|
7/21/2025 |
410
|
$200 M
|
| Tanglewood Wealth Management, Inc. |
2025 Q2
|
7/21/2025 |
40
|
$1.0 B
|
| Quent Capital, LLC |
2025 Q2
|
7/21/2025 |
282
|
$1.0 B
|
| Future Financial Wealth Managment LLC |
2025 Q2
|
7/21/2025 |
451
|
$150 M
|
| NTV Asset Management LLC |
2025 Q2
|
7/21/2025 |
285
|
$840 M
|
| PhiloSmith Capital Corp |
2025 Q2
|
7/21/2025 |
61
|
$360 M
|
| 111 Capital |
2025 Q2
|
7/21/2025 |
497
|
$580 M
|
| Kintegral Advisory, LLC |
2025 Q1 - RESTATEMENT
|
7/21/2025 |
238
|
$990 M
|
| Verus Financial Partners, Inc. |
2025 Q2
|
7/21/2025 |
111
|
$980 M
|
| Compass Planning Associates Inc |
2025 Q2
|
7/21/2025 |
124
|
$110 M
|
| MATTERN CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/21/2025 |
170
|
$830 M
|
| Cromwell Holdings LLC |
2025 Q2
|
7/21/2025 |
1,320
|
$160 M
|
| Barton Investment Management |
2025 Q2
|
7/21/2025 |
48
|
$970 M
|
| ASHTON THOMAS SECURITIES, LLC |
2025 Q2
|
7/21/2025 |
284
|
$410 M
|
| CAPE COD FIVE CENTS SAVINGS BANK |
2025 Q1
|
7/21/2025 |
305
|
$1.1 B
|
| Exchange Capital Management, Inc. |
2025 Q2
|
7/21/2025 |
206
|
$670 M
|
| Capital Planning LLC |
2025 Q2
|
7/21/2025 |
79
|
$320 M
|
| Stash Investments, LLC |
2025 Q2
|
7/21/2025 |
5
|
$210 M
|
| 1900 WEALTH MANAGEMENT LLC |
2025 Q2
|
7/21/2025 |
214
|
$1.3 B
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2025 Q2
|
7/21/2025 |
91
|
$580 M
|
| Sovereign Investment Advisors, LLC |
2025 Q2
|
7/21/2025 |
36
|
$360 M
|
| Atwater Malick LLC |
2025 Q2
|
7/21/2025 |
83
|
$320 M
|
| Family CFO Inc |
2025 Q2
|
7/21/2025 |
90
|
$200 M
|
| Oriental Harbor Investment Fund |
2025 Q2
|
7/21/2025 |
17
|
$1.6 B
|
| WARNER FINANCIAL, INC |
2025 Q2
|
7/21/2025 |
115
|
$240 M
|
| Synergy Asset Management, LLC |
2025 Q2
|
7/21/2025 |
185
|
$870 M
|
| Grey Rock Energy Management, LLC |
2025 Q2
|
7/21/2025 |
1
|
$350 M
|
| Trinity Legacy Partners, LLC |
2025 Q2
|
7/21/2025 |
95
|
$410 M
|
| Hilltop National Bank |
2025 Q2
|
7/21/2025 |
1,060
|
$380 M
|
| Hardman Johnston Global Advisors LLC |
2025 Q2
|
7/21/2025 |
73
|
$2.3 B
|
| OLD SECOND NATIONAL BANK OF AURORA |
2025 Q2
|
7/21/2025 |
419
|
$460 M
|
| HAHN CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/21/2025 |
28
|
$210 M
|
| River Street Advisors LLC |
2025 Q2
|
7/21/2025 |
240
|
$230 M
|
| Abacus Planning Group, Inc. |
2025 Q2 - RESTATEMENT
|
7/21/2025 |
248
|
$670 M
|
| 25 LLC |
2025 Q2
|
7/21/2025 |
62
|
$270 M
|
| PACIFIC FINANCIAL GROUP INC |
2025 Q2
|
7/21/2025 |
61
|
$130 M
|
| Sullivan Wood Capital Management LLC |
2025 Q2
|
7/21/2025 |
19
|
$48 M
|
| Crews Bank & Trust |
2025 Q2
|
7/21/2025 |
618
|
$640 M
|
| PING CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/21/2025 |
74
|
$410 M
|
| Mirae Asset Global Investments Co., Ltd. |
2025 Q2
|
7/21/2025 |
1,816
|
$29 B
|
| West Financial Advisors, LLC |
2025 Q2
|
7/21/2025 |
207
|
$570 M
|
| Mendota Financial Group, LLC |
2025 Q2
|
7/21/2025 |
98
|
$110 M
|
| Credential Securities Inc. |
2018 Q2
|
7/21/2025 |
241
|
$440 M
|
| CenterStar Asset Management, LLC |
2025 Q2
|
7/21/2025 |
195
|
$420 M
|
| Credential Securities Inc. |
2018 Q1
|
7/21/2025 |
275
|
$420 M
|
| Credential Securities Inc. |
2017 Q4
|
7/21/2025 |
251
|
$410 M
|
| Credential Securities Inc. |
2017 Q3
|
7/21/2025 |
267
|
$370 M
|
| Credential Securities Inc. |
2017 Q2
|
7/21/2025 |
265
|
$330 M
|
| Credential Securities Inc. |
2017 Q1
|
7/21/2025 |
260
|
$290 M
|
| Mechanics Financial Corp |
2025 Q2
|
7/21/2025 |
239
|
$240 M
|
| Credential Securities Inc. |
2016 Q4
|
7/21/2025 |
271
|
$250 M
|
| Credential Securities Inc. |
2016 Q3
|
7/21/2025 |
249
|
$220 M
|
| Investment Planning Advisors, Inc. |
2025 Q2
|
7/21/2025 |
79
|
$280 M
|
| Credential Securities Inc. |
2016 Q2
|
7/21/2025 |
259
|
$190 M
|
| Credential Securities Inc. |
2016 Q1
|
7/21/2025 |
224
|
$170 M
|
| Credential Securities Inc. |
2015 Q4
|
7/21/2025 |
222
|
$150 M
|
| Credential Securities Inc. |
2015 Q3
|
7/21/2025 |
220
|
$140 M
|
| Credential Securities Inc. |
2015 Q2
|
7/21/2025 |
206
|
$160 M
|
| F&V Capital Management, LLC |
2025 Q2
|
7/21/2025 |
54
|
$390 M
|
| Credential Securities Inc. |
2015 Q1
|
7/21/2025 |
208
|
$150 M
|
| Credential Securities Inc. |
2014 Q4
|
7/21/2025 |
214
|
$150 M
|
| MATAURO, LLC |
2025 Q2
|
7/21/2025 |
136
|
$530 M
|
| Credential Securities Inc. |
2014 Q3
|
7/21/2025 |
207
|
$150 M
|
| Triad Wealth Partners, LLC |
2025 Q2
|
7/21/2025 |
289
|
$500 M
|
| Credential Securities Inc. |
2014 Q2
|
7/21/2025 |
198
|
$150 M
|
| Red Mountain Financial, LLC |
2025 Q2
|
7/21/2025 |
62
|
$83 M
|
| Credential Securities Inc. |
2014 Q1
|
7/21/2025 |
199
|
$130 M
|
| LECAP ASSET MANAGEMENT LTD |
2025 Q2
|
7/21/2025 |
282
|
$280 M
|
| Sageworth Trust Co of South Dakota |
2025 Q2
|
7/21/2025 |
50
|
$92 M
|
| Kennebec Savings Bank |
2025 Q2
|
7/21/2025 |
253
|
$100 M
|
| Sageworth Trust Co |
2025 Q2
|
7/21/2025 |
98
|
$1.8 B
|
| Tower View Wealth Management LLC |
2025 Q2
|
7/21/2025 |
194
|
$190 M
|
| J. Safra Sarasin Holding AG |
2025 Q2
|
7/21/2025 |
1,191
|
$5.8 B
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2025 Q2
|
7/21/2025 |
229
|
$500 M
|
| TFG Advisers LLC |
2025 Q2
|
7/21/2025 |
208
|
$290 M
|
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2025 Q2
|
7/21/2025 |
73
|
$550 M
|
| HT Partners LLC |
2025 Q2
|
7/21/2025 |
49
|
$330 M
|
| Cornell Pochily Investment Advisors, Inc. |
2025 Q2
|
7/21/2025 |
178
|
$310 M
|
| Patriot Financial Group Insurance Agency, LLC |
2025 Q2
|
7/21/2025 |
536
|
$870 M
|
| Wasserstein Debt Opportunities Management, L.P. |
2025 Q2
|
7/21/2025 |
1
|
$92 M
|