| Applied Capital LLC |
2025 Q2
|
7/17/2025 |
46
|
$230 M
|
| CAPITAL INSIGHT PARTNERS, LLC |
2025 Q2
|
7/17/2025 |
162
|
$580 M
|
| Exane Asset Management |
2025 Q2
|
7/17/2025 |
26
|
$260 M
|
| FOREFRONT WEALTH MANAGEMENT INC. |
2025 Q2
|
7/17/2025 |
62
|
$120 M
|
| Investment Research & Advisory Group, Inc. |
2025 Q2
|
7/17/2025 |
246
|
$270 M
|
| Scott & Selber, Inc. |
2025 Q2
|
7/17/2025 |
91
|
$360 M
|
| GENESIS PRIVATE WEALTH, LLC |
2025 Q2
|
7/17/2025 |
155
|
$210 M
|
| First County Bank /CT/ |
2025 Q2
|
7/17/2025 |
384
|
$190 M
|
| DELTA CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/17/2025 |
102
|
$180 M
|
| MOODY LYNN & LIEBERSON, LLC |
2025 Q2
|
7/17/2025 |
258
|
$1.7 B
|
| Overbrook Management Corp |
2025 Q2
|
7/17/2025 |
45
|
$540 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/17/2025 |
155
|
$270 M
|
| GraniteShares Advisors LLC |
2025 Q2
|
7/17/2025 |
91
|
$160 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2025 Q2
|
7/17/2025 |
394
|
$200 M
|
| Smith Salley Wealth Management |
2025 Q2
|
7/17/2025 |
256
|
$1.7 B
|
| Addenda Capital Inc. |
2025 Q2
|
7/17/2025 |
120
|
$2.8 B
|
| Symmetry Partners, LLC |
2025 Q2
|
7/17/2025 |
207
|
$810 M
|
| Camelot Portfolios, LLC |
2025 Q2
|
7/17/2025 |
206
|
$170 M
|
| Johnson & White Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
102
|
$200 M
|
| Palisades Investment Partners, LLC |
2025 Q2
|
7/17/2025 |
39
|
$230 M
|
| ARGUS INVESTORS' COUNSEL, INC. |
2025 Q2
|
7/17/2025 |
111
|
$140 M
|
| CITY HOLDING CO |
2025 Q2
|
7/17/2025 |
527
|
$760 M
|
| San Luis Wealth Advisors LLC |
2025 Q2
|
7/17/2025 |
139
|
$470 M
|
| Wagner Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
255
|
$440 M
|
| Grandview Asset Management LLC |
2025 Q2
|
7/17/2025 |
135
|
$310 M
|
| Beacon Capital Management, LLC |
2025 Q2
|
7/17/2025 |
1,073
|
$740 M
|
| PMG Wealth Management, Inc. |
2025 Q2
|
7/17/2025 |
53
|
$120 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2025 Q2
|
7/17/2025 |
213
|
$760 M
|
| TRITONPOINT WEALTH, LLC |
2025 Q2
|
7/17/2025 |
344
|
$1.1 B
|
| Mustard Seed Financial, LLC |
2025 Q2
|
7/17/2025 |
86
|
$140 M
|
| Altus Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
30
|
$210 M
|
| Flywheel Private Wealth LLC |
2025 Q2
|
7/17/2025 |
85
|
$120 M
|
| Sonora Investment Management Group, LLC |
2025 Q2
|
7/17/2025 |
304
|
$1.3 B
|
| Porter White Investment Advisors, Inc. |
2025 Q2
|
7/17/2025 |
37
|
$210 M
|
| CWA Asset Management Group, LLC |
2025 Q2
|
7/17/2025 |
639
|
$2.4 B
|
| Stone Summit Wealth LLC |
2025 Q2
|
7/17/2025 |
142
|
$320 M
|
| Coastline Trust Co |
2025 Q2
|
7/17/2025 |
565
|
$870 M
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2025 Q2
|
7/17/2025 |
432
|
$17 B
|
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q2
|
7/17/2025 |
258
|
$1.6 B
|
| James Hambro & Partners LLP |
2025 Q2
|
7/17/2025 |
50
|
$2.5 B
|
| Clear Point Advisors Inc. |
2025 Q2
|
7/16/2025 |
108
|
$120 M
|
| Neumann Capital Management, LLC |
2025 Q2
|
7/16/2025 |
100
|
$320 M
|
| CANERECTOR INC |
2025 Q2
|
7/16/2025 |
10
|
$180 M
|
| Keystone Global Partners, LLC |
2025 Q2
|
7/16/2025 |
155
|
$180 M
|
| Avior Wealth Management, LLC |
2025 Q2
|
7/16/2025 |
683
|
$2.9 B
|
| Sterneck Capital Management, LLC |
2025 Q2
|
7/16/2025 |
99
|
$200 M
|
| CHATHAM CAPITAL GROUP, INC. |
2025 Q2
|
7/16/2025 |
197
|
$660 M
|
| TBH Global Asset Management, LLC |
2025 Q2
|
7/16/2025 |
172
|
$470 M
|
| SC&H Financial Advisors, Inc. |
2025 Q2
|
7/16/2025 |
156
|
$590 M
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/16/2025 |
211
|
$1.1 B
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2025 Q2
|
7/16/2025 |
49
|
$160 M
|
| Johnson Bixby & Associates, LLC |
2025 Q2
|
7/16/2025 |
123
|
$730 M
|
| Uncommon Cents Investing LLC |
2025 Q2
|
7/16/2025 |
206
|
$370 M
|
| BayBridge Capital Group, LLC |
2025 Q2
|
7/16/2025 |
89
|
$160 M
|
| Crown Oak Advisors, LLC |
2025 Q2
|
7/16/2025 |
23
|
$210 M
|
| Barry Investment Advisors, LLC |
2025 Q2
|
7/16/2025 |
104
|
$400 M
|
| Financial Partners Group, LLC |
2025 Q2
|
7/16/2025 |
88
|
$280 M
|
| Ausbil Investment Management Ltd |
2025 Q2
|
7/16/2025 |
71
|
$170 M
|
| OAKMONT Corp |
2025 Q2
|
7/16/2025 |
30
|
$570 M
|
| Stockman Wealth Management, Inc. |
2025 Q2
|
7/16/2025 |
173
|
$740 M
|
| XY Planning Network, Inc. |
2025 Q2
|
7/16/2025 |
173
|
$290 M
|
| Lakewood Asset Management LLC |
2025 Q2
|
7/16/2025 |
101
|
$150 M
|
| WD RUTHERFORD LLC |
2025 Q2
|
7/16/2025 |
96
|
$220 M
|
| Willow Creek Wealth Management Inc. |
2025 Q1
|
7/16/2025 |
155
|
$1.0 B
|
| Willow Creek Wealth Management Inc. |
2025 Q2
|
7/16/2025 |
167
|
$1.1 B
|
| Financial Designs Corp |
2025 Q2
|
7/16/2025 |
35
|
$160 M
|
| Sterling Wealth Advisors Inc |
2025 Q2
|
7/16/2025 |
18
|
$140 M
|
| Worth Financial Advisory Group, LLC |
2025 Q2
|
7/16/2025 |
147
|
$160 M
|
| Clay Northam Wealth Management, LLC |
2025 Q2
|
7/16/2025 |
92
|
$160 M
|
| BLACK POINT WEALTH MANAGEMENT |
2025 Q2
|
7/16/2025 |
5
|
$3.5 M
|
| GUARDIAN INVESTMENT MANAGEMENT |
2025 Q2
|
7/16/2025 |
51
|
$99 M
|
| David Kennon Inc |
2025 Q2
|
7/16/2025 |
36
|
$270 M
|
| PEAVINE CAPITAL, LLC |
2025 Q2
|
7/16/2025 |
9
|
$430 M
|
| Western Financial Corp/CA |
2025 Q2
|
7/16/2025 |
122
|
$190 M
|
| LVW Advisors, LLC |
2025 Q2
|
7/16/2025 |
329
|
$920 M
|
| UHLMANN PRICE SECURITIES, LLC |
2024 Q4
|
7/16/2025 |
179
|
$130 M
|
| SeaBridge Investment Advisors LLC |
2025 Q2
|
7/16/2025 |
196
|
$540 M
|
| UHLMANN PRICE SECURITIES, LLC |
2025 Q1
|
7/16/2025 |
188
|
$140 M
|
| Tempus Wealth Planning, LLC |
2025 Q2
|
7/16/2025 |
259
|
$400 M
|
| Crane Advisory, LLC |
2025 Q2
|
7/16/2025 |
46
|
$600 M
|
| CogentBlue Wealth Advisors, LLC |
2025 Q2
|
7/16/2025 |
73
|
$130 M
|
| KG&L Capital Management,LLC |
2025 Q2
|
7/16/2025 |
187
|
$340 M
|
| Blossom Wealth Management |
2025 Q2
|
7/16/2025 |
70
|
$56 M
|
| Michels Family Financial, LLC |
2025 Q2
|
7/16/2025 |
126
|
$120 M
|
| SFM, LLC |
2025 Q2
|
7/16/2025 |
58
|
$160 M
|
| SAGE RHINO CAPITAL LLC |
2025 Q2
|
7/16/2025 |
282
|
$470 M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/16/2025 |
48
|
$280 M
|
| Ariose Capital Management Ltd |
2025 Q2
|
7/16/2025 |
18
|
$160 M
|
| Luminvest Wealth Management LLC |
2025 Q2
|
7/16/2025 |
41
|
$280 M
|
| Tiller Private Wealth, Inc. |
2025 Q2
|
7/16/2025 |
60
|
$260 M
|
| Charles Schwab Trust Co |
2025 Q2
|
7/16/2025 |
173
|
$1.3 B
|
| KWB Wealth |
2025 Q2
|
7/16/2025 |
156
|
$820 M
|
| RBA Wealth Management, LLC |
2025 Q2
|
7/16/2025 |
93
|
$270 M
|
| TOWER TRUST & INVESTMENT Co |
2025 Q2
|
7/16/2025 |
194
|
$140 M
|
| Signature Resources Capital Management, LLC |
2025 Q2
|
7/16/2025 |
535
|
$160 M
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/16/2025 |
78
|
$430 M
|
| Prairiewood Capital, LLC |
2025 Q2
|
7/16/2025 |
78
|
$270 M
|
| Midwest Heritage Bank, FSB |
2025 Q2
|
7/16/2025 |
58
|
$270 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/16/2025 |
155
|
$1.3 B
|
| Squire Investment Management Company, LLC |
2025 Q2
|
7/16/2025 |
66
|
$270 M
|