| MILLER WEALTH ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
109
|
$250 M
|
| Asset Planning,Inc |
2025 Q3
|
10/23/2025 |
296
|
$140 M
|
| Liberty Street Advisors, Inc. |
2025 Q3
|
10/23/2025 |
3
|
$65 M
|
| Joseph Group Capital Management |
2025 Q3
|
10/23/2025 |
97
|
$350 M
|
| Essex LLC |
2025 Q3
|
10/23/2025 |
174
|
$550 M
|
| WEBSTER BANK, N. A. |
2025 Q3
|
10/23/2025 |
809
|
$1.0 B
|
| Canaan Partners XI LLC |
2025 Q3
|
10/23/2025 |
3
|
$100 M
|
| CORTLAND ASSOCIATES INC/MO |
2025 Q3
|
10/23/2025 |
64
|
$850 M
|
| Vermillion Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
1,535
|
$370 M
|
| Guidance Point Advisors, LLC |
2025 Q3
|
10/23/2025 |
98
|
$410 M
|
| Sound Financial Strategies Group, LLC |
2025 Q3
|
10/23/2025 |
108
|
$140 M
|
| Chandler Asset Management, Inc. |
2025 Q3
|
10/23/2025 |
22
|
$610 M
|
| Core Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
34
|
$310 M
|
| OAK FAMILY ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
119
|
$400 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2025 Q3
|
10/23/2025 |
49
|
$1.1 B
|
| DUNCKER STREETT & CO INC |
2025 Q3
|
10/23/2025 |
534
|
$570 M
|
| Legacy Wealth Management, LLC / MS |
2025 Q3
|
10/23/2025 |
94
|
$330 M
|
| Juniper Hill Capital Management LP |
2025 Q3
|
10/23/2025 |
4
|
$420 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2025 Q3
|
10/23/2025 |
120
|
$280 M
|
| Baker Ellis Asset Management LLC |
2025 Q3
|
10/23/2025 |
249
|
$810 M
|
| NISA INVESTMENT ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
3,101
|
$26 B
|
| G&S Capital LLC |
2025 Q3
|
10/23/2025 |
129
|
$270 M
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2025 Q3
|
10/23/2025 |
591
|
$97 M
|
| NESTEGG ADVISORS, INC. |
2025 Q3
|
10/23/2025 |
49
|
$110 M
|
| StoneCrest Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
71
|
$230 M
|
| Next Level Private LLC |
2025 Q3
|
10/23/2025 |
156
|
$340 M
|
| Apex Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
59
|
$140 M
|
| Elk River Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
101
|
$620 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2025 Q3
|
10/23/2025 |
123
|
$420 M
|
| Wingate Wealth Advisors, Inc. |
2025 Q3
|
10/23/2025 |
109
|
$140 M
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2025 Q3
|
10/23/2025 |
185
|
$340 M
|
| PEREGRINE CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/23/2025 |
338
|
$3.3 B
|
| INVESTED ADVISORS |
2025 Q3
|
10/23/2025 |
108
|
$69 M
|
| Yardley Wealth Management LLC |
2025 Q3
|
10/23/2025 |
36
|
$180 M
|
| Summit Place Financial Advisors, LLC |
2025 Q3
|
10/23/2025 |
101
|
$210 M
|
| Ramiah Investment Group |
2025 Q3
|
10/23/2025 |
34
|
$100 M
|
| ABBINGTON INVESTMENT GROUP |
2025 Q3
|
10/23/2025 |
48
|
$120 M
|
| Summit Wealth Group, LLC |
2025 Q3
|
10/23/2025 |
111
|
$410 M
|
| STEINBERGANNA WEALTH MANAGEMENT |
2025 Q3
|
10/23/2025 |
133
|
$210 M
|
| BKM Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
155
|
$270 M
|
| Sage Financial Management Group, Inc. |
2025 Q3
|
10/23/2025 |
56
|
$310 M
|
| Trevian Wealth Management LLC |
2025 Q3
|
10/23/2025 |
40
|
$190 M
|
| Landmark Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
85
|
$250 M
|
| Palouse Capital Management, Inc. |
2025 Q3
|
10/23/2025 |
134
|
$160 M
|
| Steigerwald, Gordon & Koch Inc. |
2025 Q3
|
10/23/2025 |
823
|
$1.0 B
|
| Granite Group Advisors, LLC |
2025 Q3
|
10/23/2025 |
79
|
$170 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2025 Q3
|
10/23/2025 |
354
|
$6.2 B
|
| Lee-Kelleher Wealth Management |
2025 Q3
|
10/23/2025 |
40
|
$160 M
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2025 Q3
|
10/23/2025 |
37
|
$150 M
|
| HS Management Partners, LLC |
2025 Q3
|
10/23/2025 |
25
|
$770 M
|
| Cardinal Capital Management |
2025 Q3
|
10/23/2025 |
131
|
$720 M
|
| tru Independence LLC |
2025 Q3
|
10/23/2025 |
125
|
$380 M
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2025 Q3
|
10/23/2025 |
179
|
$240 M
|
| Clear Harbor Asset Management, LLC |
2025 Q3
|
10/23/2025 |
423
|
$1.8 B
|
| Beaumont Financial Advisors, LLC |
2025 Q3
|
10/23/2025 |
394
|
$1.5 B
|
| MERIDIAN INVESTMENT COUNSEL INC. |
2025 Q3
|
10/23/2025 |
233
|
$400 M
|
| Moisand Fitzgerald Tamayo, LLC |
2025 Q3
|
10/23/2025 |
577
|
$850 M
|
| Vision Capital Management, Inc. |
2025 Q3
|
10/23/2025 |
162
|
$810 M
|
| WD RUTHERFORD LLC |
2025 Q3
|
10/23/2025 |
73
|
$240 M
|
| Finley Financial, LLC |
2025 Q3
|
10/23/2025 |
122
|
$220 M
|
| Lesa Sroufe & Co |
2025 Q3
|
10/23/2025 |
69
|
$120 M
|
| LAM GROUP, INC. |
2025 Q3
|
10/23/2025 |
72
|
$160 M
|
| HILLMAN CO |
2025 Q3
|
10/23/2025 |
15
|
$320 M
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
792
|
$1.7 B
|
| FOSTER & MOTLEY INC |
2025 Q3
|
10/23/2025 |
393
|
$1.9 B
|
| Atwater Malick LLC |
2025 Q3
|
10/23/2025 |
83
|
$340 M
|
| STRATEGIC PLANNING GROUP, LLC |
2025 Q3
|
10/23/2025 |
73
|
$740 M
|
| First Bancorp, Inc /ME/ |
2025 Q3
|
10/23/2025 |
232
|
$190 M
|
| Cypress Capital, LLC |
2025 Q3
|
10/23/2025 |
94
|
$350 M
|
| COERENTE CAPITAL MANAGEMENT |
2025 Q3
|
10/23/2025 |
39
|
$560 M
|
| Creative Capital Management Investments LLC |
2025 Q3
|
10/23/2025 |
264
|
$310 M
|
| Zullo Investment Group, Inc. |
2025 Q3
|
10/23/2025 |
152
|
$270 M
|
| Prodigy Asset Management LLC |
2025 Q3
|
10/23/2025 |
24
|
$220 M
|
| Foundry Financial Group, Inc. |
2025 Q3
|
10/23/2025 |
65
|
$190 M
|
| Level Wealth Management LLC |
2025 Q3
|
10/23/2025 |
61
|
$190 M
|
| Sarver Vrooman Wealth Advisors |
2025 Q3
|
10/23/2025 |
130
|
$160 M
|
| Visionary Horizons, LLC |
2025 Q3
|
10/23/2025 |
112
|
$180 M
|
| Citizens National Bank Trust Department |
2025 Q3
|
10/23/2025 |
383
|
$560 M
|
| SLT Holdings LLC |
2025 Q3
|
10/23/2025 |
139
|
$150 M
|
| Canton Hathaway, LLC |
2025 Q3
|
10/23/2025 |
276
|
$520 M
|
| Chokshi & Queen Wealth Advisors, Inc |
2025 Q3
|
10/23/2025 |
61
|
$190 M
|
| Legacy CG, LLC |
2025 Q3
|
10/23/2025 |
46
|
$360 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/23/2025 |
61
|
$260 M
|
| Venturi Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
950
|
$2.2 B
|
| Birch Hill Investment Advisors LLC |
2025 Q3
|
10/23/2025 |
197
|
$2.4 B
|
| BENJAMIN EDWARDS INC |
2025 Q3
|
10/23/2025 |
1,926
|
$8.8 B
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2025 Q3
|
10/23/2025 |
56
|
$51 M
|
| Independent Solutions Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
178
|
$560 M
|
| United Asset Strategies, Inc. |
2025 Q3
|
10/23/2025 |
250
|
$1.2 B
|
| Waycross Investment Management Co |
2025 Q3
|
10/23/2025 |
42
|
$98 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q3
|
10/23/2025 |
69
|
$340 M
|
| Kennon-Green & Company, LLC |
2025 Q3
|
10/23/2025 |
40
|
$130 M
|
| A&I FINANCIAL SERVICES, LLC |
2025 Q3
|
10/23/2025 |
77
|
$200 M
|
| NOESIS CAPITAL MANGEMENT CORP |
2025 Q3
|
10/23/2025 |
127
|
$640 M
|
| RWQ Financial Management Services, Inc. |
2025 Q3
|
10/23/2025 |
23
|
$230 M
|
| CATHY PARETO & ASSOCIATES, INC |
2025 Q3
|
10/23/2025 |
90
|
$130 M
|
| Kedalion Capital Management LLP |
2025 Q3
|
10/23/2025 |
5
|
$2.7 B
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q3
|
10/23/2025 |
53
|
$400 M
|
| Compass Financial Group, INC/SD |
2025 Q3
|
10/23/2025 |
103
|
$670 M
|
| Ethos Financial Group, LLC |
2025 Q3
|
10/23/2025 |
511
|
$1.3 B
|