| Torray Investment Partners LLC |
2025 Q3
|
10/22/2025 |
99
|
$740 M
|
| Sterling Wealth Advisors Inc |
2025 Q3
|
10/22/2025 |
20
|
$160 M
|
| Ciovacco Capital Management LLC |
2025 Q3
|
10/22/2025 |
30
|
$200 M
|
| Northstar Group, Inc. |
2025 Q3
|
10/22/2025 |
161
|
$690 M
|
| Capital Management Associates, Inc |
2025 Q3
|
10/22/2025 |
153
|
$370 M
|
| Almanack Investment Partners, LLC. |
2025 Q3
|
10/22/2025 |
197
|
$650 M
|
| TI-TRUST, INC |
2025 Q3
|
10/22/2025 |
130
|
$160 M
|
| BENDER ROBERT & ASSOCIATES |
2025 Q3
|
10/22/2025 |
46
|
$460 M
|
| Private Wealth Group, LLC |
2025 Q3
|
10/22/2025 |
67
|
$200 M
|
| Members Advisory Group LLC |
2025 Q3
|
10/22/2025 |
41
|
$280 M
|
| Chicago Capital, LLC |
2025 Q3
|
10/22/2025 |
360
|
$4.1 B
|
| Highland Financial Advisors, LLC |
2025 Q3
|
10/22/2025 |
58
|
$350 M
|
| Milestones Private Investment Advisors LLC |
2025 Q3
|
10/22/2025 |
122
|
$150 M
|
| Bryant Woods Investment Advisors, LLC |
2025 Q3
|
10/22/2025 |
54
|
$260 M
|
| Tiller Private Wealth, Inc. |
2025 Q3
|
10/22/2025 |
65
|
$280 M
|
| Worth Financial Advisory Group, LLC |
2025 Q3
|
10/22/2025 |
151
|
$180 M
|
| York GP, Ltd. |
2025 Q3
|
10/22/2025 |
3
|
$92 M
|
| MCDANIEL TERRY & CO |
2025 Q3
|
10/22/2025 |
90
|
$1.2 B
|
| Robeco Institutional Asset Management B.V. |
2025 Q3
|
10/22/2025 |
857
|
$69 B
|
| RHS Financial, LLC |
2025 Q3
|
10/22/2025 |
133
|
$190 M
|
| Sitrin Capital Management LLC |
2025 Q3
|
10/22/2025 |
41
|
$210 M
|
| Keystone Wealth Services, LLC |
2025 Q3
|
10/22/2025 |
294
|
$460 M
|
| Bouvel Investment Partners, LLC |
2025 Q3
|
10/22/2025 |
78
|
$330 M
|
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/22/2025 |
73
|
$180 M
|
| Courage Miller Partners, LLC |
2025 Q3
|
10/22/2025 |
85
|
$330 M
|
| Echo Wealth Management, LLC |
2025 Q3
|
10/22/2025 |
45
|
$170 M
|
| Blossom Wealth Management |
2025 Q3
|
10/22/2025 |
71
|
$62 M
|
| Biltmore Wealth Management, LLC |
2025 Q3
|
10/22/2025 |
58
|
$260 M
|
| KG&L Capital Management,LLC |
2025 Q3
|
10/22/2025 |
214
|
$370 M
|
| Royal Harbor Partners, LLC |
2025 Q3
|
10/22/2025 |
50
|
$290 M
|
| Capital Advantage, Inc. |
2025 Q3
|
10/22/2025 |
138
|
$660 M
|
| D.A. DAVIDSON & CO. |
2025 Q3
|
10/22/2025 |
1,533
|
$16 B
|
| Bigelow Investment Advisors, LLC |
2025 Q3
|
10/22/2025 |
149
|
$250 M
|
| SOFI WEALTH, LLC |
2025 Q3
|
10/22/2025 |
48
|
$1.9 B
|
| Greystone Financial Group, LLC |
2025 Q3
|
10/22/2025 |
100
|
$650 M
|
| CWA Asset Management Group, LLC |
2025 Q3
|
10/22/2025 |
660
|
$2.7 B
|
| Stone Summit Wealth LLC |
2025 Q3
|
10/22/2025 |
143
|
$350 M
|
| RAMSEY QUANTITATIVE SYSTEMS |
2025 Q3
|
10/22/2025 |
5
|
$110 M
|
| Ellis Investment Partners, LLC |
2025 Q3
|
10/22/2025 |
236
|
$550 M
|
| OLD SECOND NATIONAL BANK OF AURORA |
2025 Q3
|
10/22/2025 |
401
|
$490 M
|
| Greenspring Advisors, LLC |
2025 Q3
|
10/22/2025 |
115
|
$570 M
|
| Nabity-Jensen Investment Management Inc |
2025 Q3
|
10/22/2025 |
69
|
$140 M
|
| Kercheville Advisors, LLC |
2025 Q3
|
10/22/2025 |
106
|
$330 M
|
| Accordant Advisory Group Inc |
2025 Q3
|
10/22/2025 |
161
|
$150 M
|
| Powers Advisory Group, LLC |
2025 Q3
|
10/22/2025 |
121
|
$250 M
|
| CAPSTONE CAPITAL LLC |
2025 Q3
|
10/22/2025 |
25
|
$150 M
|
| Oregon Pacific Wealth Management, LLC |
2025 Q3
|
10/22/2025 |
153
|
$120 M
|
| ALLEN WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/22/2025 |
57
|
$150 M
|
| LS Investment Advisors, LLC |
2025 Q3
|
10/22/2025 |
138
|
$710 M
|
| HARVEY INVESTMENT CO LLC |
2025 Q3
|
10/22/2025 |
102
|
$940 M
|
| CITY HOLDING CO |
2025 Q3
|
10/22/2025 |
625
|
$800 M
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/22/2025 |
77
|
$450 M
|
| Prospera Capital Management, LLC |
2025 Q3
|
10/22/2025 |
48
|
$210 M
|
| SAGE ADVISORS, LLC |
2025 Q3
|
10/22/2025 |
39
|
$140 M
|
| FORONJY FINANCIAL LLC |
2025 Q3
|
10/22/2025 |
103
|
$230 M
|
| Blue Sky Capital Consultants Group, Inc. |
2025 Q3
|
10/22/2025 |
63
|
$230 M
|
| Upper Left Wealth Management, LLC |
2025 Q3
|
10/22/2025 |
65
|
$160 M
|
| MOTCO |
2025 Q3
|
10/22/2025 |
847
|
$1.1 B
|
| River Street Advisors LLC |
2025 Q3
|
10/22/2025 |
241
|
$260 M
|
| O'ROURKE & COMPANY, Inc |
2025 Q3
|
10/22/2025 |
166
|
$240 M
|
| Family Investment Center, Inc. |
2025 Q3
|
10/22/2025 |
102
|
$480 M
|
| Summit Financial Strategies, Inc. |
2025 Q3
|
10/22/2025 |
158
|
$1.2 B
|
| GoalVest Advisory LLC |
2025 Q3
|
10/22/2025 |
403
|
$470 M
|
| Cynosure Group, LLC |
2025 Q3
|
10/22/2025 |
370
|
$910 M
|
| Crown Wealth Group, LLC |
2025 Q3
|
10/22/2025 |
127
|
$330 M
|
| Centennial Wealth Advisory LLC |
2025 Q3
|
10/22/2025 |
160
|
$360 M
|
| WestEnd Advisors, LLC |
2025 Q3
|
10/22/2025 |
390
|
$4.3 B
|
| LETSON INVESTMENT MANAGEMENT, INC. |
2025 Q3
|
10/22/2025 |
99
|
$280 M
|
| Railway Pension Investments Ltd |
2025 Q3
|
10/22/2025 |
117
|
$7.4 B
|
| Stanley-Laman Group, Ltd. |
2025 Q3
|
10/22/2025 |
252
|
$700 M
|
| Cerity Partners OCIO LLC |
2025 Q3
|
10/22/2025 |
25
|
$2.0 B
|
| Cedar Point Capital Partners, LLC |
2025 Q3
|
10/22/2025 |
66
|
$150 M
|
| WEST PACES ADVISORS INC. |
2025 Q3
|
10/22/2025 |
188
|
$500 M
|
| Ifrah Financial Services, Inc. |
2025 Q3
|
10/22/2025 |
202
|
$390 M
|
| Park Place Capital Corp |
2025 Q3
|
10/22/2025 |
787
|
$470 M
|
| Investment Research & Advisory Group, Inc. |
2025 Q3
|
10/22/2025 |
254
|
$300 M
|
| WESPAC Advisors SoCal, LLC |
2025 Q3
|
10/22/2025 |
106
|
$490 M
|
| TSP Capital Management Group, LLC |
2025 Q3
|
10/22/2025 |
44
|
$370 M
|
| Mechanics Bank Trust Department |
2025 Q3
|
10/22/2025 |
363
|
$710 M
|
| DBK Financial Counsel, LLC |
2025 Q3
|
10/22/2025 |
59
|
$120 M
|
| DAYMARK WEALTH PARTNERS, LLC |
2025 Q3
|
10/22/2025 |
600
|
$2.9 B
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/22/2025 |
76
|
$250 M
|
| TriaGen Wealth Management LLC |
2025 Q3
|
10/22/2025 |
183
|
$380 M
|
| COMMONWEALTH EQUITY SERVICES, LLC |
2025 Q3
|
10/22/2025 |
4,234
|
$77 B
|
| Kearns & Associates LLC |
2025 Q3
|
10/22/2025 |
42
|
$190 M
|
| Harbor Island Capital LLC |
2025 Q3
|
10/22/2025 |
15
|
$230 M
|
| Leslie Global Wealth, LLC |
2025 Q3
|
10/22/2025 |
73
|
$210 M
|
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2025 Q3
|
10/22/2025 |
39
|
$160 M
|
| Semus Wealth Partners LLC |
2025 Q3
|
10/22/2025 |
113
|
$180 M
|
| Sandy Cove Advisors, LLC |
2025 Q3
|
10/22/2025 |
139
|
$310 M
|
| Five Oceans Advisors |
2025 Q3
|
10/22/2025 |
189
|
$270 M
|
| Disciplined Equity Management, Inc. |
2025 Q3
|
10/22/2025 |
56
|
$180 M
|
| Glass Wealth Management Co LLC |
2025 Q3
|
10/22/2025 |
56
|
$220 M
|
| DT Investment Partners, LLC |
2025 Q3
|
10/22/2025 |
582
|
$1.2 B
|
| Benchmark Financial Wealth Advisors, LLC |
2025 Q3
|
10/22/2025 |
124
|
$330 M
|
| VERUS WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/22/2025 |
71
|
$110 M
|
| EARNED WEALTH ADVISORS, LLC |
2025 Q3
|
10/22/2025 |
346
|
$610 M
|
| RV Capital AG |
2025 Q3
|
10/22/2025 |
13
|
$550 M
|
| ENDEAVOR PRIVATE WEALTH, INC. |
2025 Q3
|
10/22/2025 |
345
|
$320 M
|
| Porter White Investment Advisors, Inc. |
2025 Q3
|
10/22/2025 |
35
|
$230 M
|