| BFI Infinity Ltd. |
2025 Q2
|
7/17/2025 |
57
|
$120 M
|
| Mattern Wealth Management LLC |
2025 Q2
|
7/17/2025 |
161
|
$480 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2025 Q2
|
7/17/2025 |
311
|
$1.9 B
|
| HCR Wealth Advisors |
2025 Q2
|
7/17/2025 |
237
|
$850 M
|
| XML Financial, LLC |
2025 Q2
|
7/17/2025 |
393
|
$1.2 B
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2024 Q4 - RESTATEMENT
|
7/17/2025 |
334
|
$1.8 B
|
| POINCIANA ADVISORS GROUP, LLC |
2025 Q2
|
7/17/2025 |
126
|
$110 M
|
| G&S Capital LLC |
2025 Q2
|
7/17/2025 |
123
|
$250 M
|
| DOPKINS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/17/2025 |
82
|
$220 M
|
| Capital Investment Advisors, LLC |
2025 Q2 - NEW HOLDINGS
|
7/17/2025 |
702
|
$5.6 B
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q2
|
7/17/2025 |
32
|
$1.4 B
|
| Gleason Group, Inc. |
2025 Q2
|
7/17/2025 |
205
|
$920 M
|
| RK Capital Management, LLC/FL |
2025 Q1 - NEW HOLDINGS
|
7/17/2025 |
15
|
$8.9 B
|
| Raleigh Capital Management Inc. |
2025 Q2
|
7/17/2025 |
638
|
$240 M
|
| RK Capital Management, LLC/FL |
2024 Q4 - NEW HOLDINGS
|
7/17/2025 |
20
|
$2.4 B
|
| Asio Capital, LLC |
2025 Q2
|
7/17/2025 |
109
|
$600 M
|
| Canaan Partners XI LLC |
2025 Q2
|
7/17/2025 |
4
|
$170 M
|
| Spartan Planning & Wealth Management |
2025 Q2
|
7/17/2025 |
76
|
$120 M
|
| LexAurum Advisors, LLC |
2025 Q2
|
7/17/2025 |
361
|
$630 M
|
| HB Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
1,162
|
$13 B
|
| Janney Capital Management LLC |
2025 Q2
|
7/17/2025 |
232
|
$1.5 B
|
| CLARIS ADVISORS, LLC / MO / |
2025 Q2
|
7/17/2025 |
73
|
$290 M
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q2
|
7/17/2025 |
191
|
$700 M
|
| Janney Montgomery Scott LLC |
2025 Q2
|
7/17/2025 |
2,698
|
$38 B
|
| Park Place Capital Corp |
2025 Q2
|
7/17/2025 |
812
|
$440 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q2
|
7/17/2025 |
125
|
$220 M
|
| RK Capital Management, LLC/FL |
2024 Q3 - NEW HOLDINGS
|
7/17/2025 |
15
|
$4.8 B
|
| RK Capital Management, LLC/FL |
2024 Q2 - NEW HOLDINGS
|
7/17/2025 |
28
|
$2.0 B
|
| RK Capital Management, LLC/FL |
2024 Q1 - NEW HOLDINGS
|
7/17/2025 |
10
|
$6.1 B
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/17/2025 |
208
|
$550 M
|
| Boulay Financial Advisors, LLC |
2025 Q2
|
7/17/2025 |
4
|
$710 M
|
| Summit Financial Strategies, Inc. |
2025 Q2
|
7/17/2025 |
155
|
$1.1 B
|
| Venture Visionary Partners LLC |
2025 Q2
|
7/17/2025 |
613
|
$2.7 B
|
| Nicholson Meyer Capital Management, Inc. |
2025 Q2
|
7/17/2025 |
45
|
$120 M
|
| Campion Asset Management |
2025 Q2
|
7/17/2025 |
80
|
$130 M
|
| Smith Anglin Financial, LLC |
2025 Q2
|
7/17/2025 |
209
|
$1.1 B
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2025 Q2
|
7/17/2025 |
166
|
$1.8 B
|
| White Pine Investment CO |
2025 Q2
|
7/17/2025 |
65
|
$400 M
|
| OAK FAMILY ADVISORS, LLC |
2025 Q2
|
7/17/2025 |
106
|
$320 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q2
|
7/17/2025 |
106
|
$1.3 B
|
| BENNETT SELBY INVESTMENTS LP |
2025 Q2
|
7/17/2025 |
76
|
$280 M
|
| LifeGoal Wealth Advisors |
2025 Q2
|
7/17/2025 |
65
|
$110 M
|
| Presper Financial Architects, LLC |
2025 Q2
|
7/17/2025 |
46
|
$130 M
|
| Sterling Investment Advisors, Ltd. |
2025 Q2
|
7/17/2025 |
182
|
$460 M
|
| Elser Financial Planning, Inc |
2025 Q2
|
7/17/2025 |
127
|
$1.7 B
|
| Cyr Financial Inc. |
2025 Q2
|
7/17/2025 |
54
|
$130 M
|
| INCOME RESEARCH & MANAGEMENT |
2025 Q2
|
7/17/2025 |
40
|
$370 M
|
| Taylor Frigon Capital Management LLC |
2025 Q2
|
7/17/2025 |
90
|
$190 M
|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
2025 Q2
|
7/17/2025 |
4
|
$170 M
|
| OAKWORTH CAPITAL, INC. |
2025 Q2
|
7/17/2025 |
749
|
$1.6 B
|
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2025 Q2
|
7/17/2025 |
144
|
$620 M
|
| Fee-Only Financial Planning, L.C. |
2025 Q2
|
7/17/2025 |
41
|
$160 M
|
| Avondale Wealth Management |
2025 Q2
|
7/17/2025 |
113
|
$180 M
|
| DUALITY ADVISERS, LP |
2025 Q2
|
7/17/2025 |
1
|
$0
|
| Montis Financial, LLC |
2025 Q2
|
7/17/2025 |
134
|
$360 M
|
| Fifth Third Securities, Inc. |
2025 Q2
|
7/17/2025 |
307
|
$1.3 B
|
| INVESCO, LLC |
2025 Q2
|
7/17/2025 |
131
|
$270 M
|
| Oceanside Advisors LLC |
2025 Q2
|
7/17/2025 |
46
|
$150 M
|
| Prepared Retirement Institute LLC |
2025 Q2
|
7/17/2025 |
86
|
$170 M
|
| SWS Partners |
2025 Q2
|
7/17/2025 |
118
|
$370 M
|
| WOLFF WIESE MAGANA LLC |
2025 Q2
|
7/17/2025 |
984
|
$160 M
|
| Nova R Wealth, Inc. |
2025 Q2
|
7/17/2025 |
82
|
$220 M
|
| Archford Capital Strategies, LLC |
2025 Q2
|
7/17/2025 |
321
|
$780 M
|
| Kelly Financial Services LLC |
2025 Q2
|
7/17/2025 |
116
|
$340 M
|
| Refined Wealth Management |
2025 Q2
|
7/17/2025 |
33
|
$150 M
|
| New Covenant Trust Company, N.A. |
2025 Q2
|
7/17/2025 |
83
|
$110 M
|
| Covenant Asset Management, LLC |
2025 Q2
|
7/17/2025 |
155
|
$680 M
|
| ERn Financial, LLC |
2025 Q2
|
7/17/2025 |
145
|
$470 M
|
| Enclave Advisors LLC |
2025 Q2
|
7/17/2025 |
116
|
$620 M
|
| OLYMPUS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/17/2025 |
21
|
$300 M
|
| Alpine Bank Wealth Management |
2025 Q2
|
7/17/2025 |
628
|
$660 M
|
| Hanson & Doremus Investment Management |
2025 Q2
|
7/17/2025 |
474
|
$750 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2025 Q2
|
7/17/2025 |
116
|
$130 M
|
| Rempart Asset Management Inc. |
2025 Q2
|
7/17/2025 |
34
|
$520 M
|
| R.H. Investment Group, LLC |
2025 Q2
|
7/17/2025 |
31
|
$110 M
|
| Generate Investment Management Ltd |
2025 Q2
|
7/17/2025 |
105
|
$1.8 B
|
| ALBION FINANCIAL GROUP /UT |
2025 Q2
|
7/17/2025 |
586
|
$1.5 B
|
| Lunate Capital Ltd |
2025 Q2
|
7/17/2025 |
6
|
$180 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2025 Q2
|
7/17/2025 |
348
|
$470 M
|
| Moss Adams Wealth Advisors LLC |
2025 Q2
|
7/17/2025 |
432
|
$1.1 B
|
| SummerHaven Investment Management, LLC |
2025 Q2
|
7/17/2025 |
191
|
$150 M
|
| Rubicon Global Capital Ltd |
2025 Q2
|
7/17/2025 |
10
|
$630 M
|
| GC Wealth Management RIA, LLC |
2025 Q2
|
7/17/2025 |
526
|
$1.2 B
|
| Cairn Investment Group, Inc. |
2025 Q2
|
7/17/2025 |
68
|
$190 M
|
| FIDUCIARY ADVISORS, INC. |
2025 Q2
|
7/17/2025 |
95
|
$110 M
|
| Astoria Strategic Wealth, Inc. |
2025 Q2
|
7/17/2025 |
35
|
$370 M
|
| Greenbush Financial Group, LLC |
2025 Q2
|
7/17/2025 |
32
|
$230 M
|
| V-Square Quantitative Management LLC |
2025 Q2
|
7/17/2025 |
617
|
$750 M
|
| Sound Income Strategies, LLC |
2025 Q2
|
7/17/2025 |
1,609
|
$1.7 B
|
| Jackson, Grant Investment Advisers, Inc. |
2025 Q2
|
7/17/2025 |
385
|
$270 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2025 Q2
|
7/17/2025 |
73
|
$150 M
|
| Vermillion Wealth Management, Inc. |
2025 Q2
|
7/17/2025 |
532
|
$210 M
|
| Global Trust Asset Management, LLC |
2025 Q2
|
7/17/2025 |
504
|
$190 M
|
| Clean Yield Group |
2025 Q2
|
7/17/2025 |
408
|
$330 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2025 Q2
|
7/17/2025 |
131
|
$300 M
|
| Independence Bank of Kentucky |
2025 Q2
|
7/17/2025 |
615
|
$710 M
|
| Walker Asset Management, LLC |
2025 Q2
|
7/17/2025 |
142
|
$170 M
|
| Heritage Investment Group, Inc. |
2025 Q2
|
7/17/2025 |
110
|
$580 M
|
| New Perspectives, Inc |
2025 Q2
|
7/17/2025 |
36
|
$200 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2025 Q2
|
7/17/2025 |
153
|
$1.4 B
|