| Roger Wittlin Investment Advisory, LLC |
2025 Q2
|
7/15/2025 |
43
|
$180 M
|
| McCarthy & Cox |
2025 Q2
|
7/15/2025 |
67
|
$380 M
|
| Carr Financial Group Corp |
2025 Q2
|
7/15/2025 |
187
|
$340 M
|
| Foster Victor Wealth Advisors, LLC |
2025 Q2
|
7/15/2025 |
203
|
$1.5 B
|
| Pine Haven Investment Counsel, Inc |
2025 Q2
|
7/15/2025 |
111
|
$130 M
|
| Evanson Asset Management, LLC |
2025 Q2
|
7/15/2025 |
325
|
$1.6 B
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2025 Q2
|
7/15/2025 |
157
|
$430 M
|
| StoneCrest Wealth Management, Inc. |
2025 Q2
|
7/15/2025 |
71
|
$210 M
|
| Pitti Group Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
78
|
$120 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2025 Q1 - RESTATEMENT
|
7/15/2025 |
58
|
$340 M
|
| Permanent Capital Management, LP |
2024 Q2
|
7/15/2025 |
158
|
$480 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q4 - RESTATEMENT
|
7/15/2025 |
58
|
$380 M
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q2
|
7/15/2025 |
35
|
$350 M
|
| DSG Capital Advisors, LLC |
2025 Q2
|
7/15/2025 |
123
|
$560 M
|
| CORA CAPITAL ADVISORS LLC |
2025 Q2
|
7/15/2025 |
111
|
$220 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q3 - RESTATEMENT
|
7/15/2025 |
58
|
$410 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q2 - RESTATEMENT
|
7/15/2025 |
58
|
$390 M
|
| Well Done, LLC |
2025 Q2
|
7/15/2025 |
176
|
$530 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q1 - RESTATEMENT
|
7/15/2025 |
57
|
$570 M
|
| BostonPremier Wealth LLC |
2025 Q2
|
7/15/2025 |
63
|
$180 M
|
| Santori & Peters, Inc. |
2025 Q2
|
7/15/2025 |
69
|
$280 M
|
| BEACON FINANCIAL PLANNING, INC |
2025 Q2
|
7/15/2025 |
50
|
$180 M
|
| Spectrum Planning & Advisory Services Inc. |
2025 Q2
|
7/15/2025 |
95
|
$150 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q2
|
7/15/2025 |
99
|
$630 M
|
| North Star Investment Management Corp. |
2025 Q2
|
7/15/2025 |
1,214
|
$1.4 B
|
| Aspire Capital Advisors LLC |
2025 Q2
|
7/15/2025 |
102
|
$360 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q2
|
7/15/2025 |
250
|
$2.3 B
|
| RIVERBRIDGE PARTNERS LLC |
2025 Q2
|
7/15/2025 |
185
|
$6.2 B
|
| McAdam, LLC |
2025 Q2
|
7/15/2025 |
376
|
$1.8 B
|
| Perennial Advisors, LLC |
2025 Q2
|
7/15/2025 |
123
|
$540 M
|
| SURIENCE PRIVATE WEALTH LLC |
2025 Q2
|
7/15/2025 |
29
|
$110 M
|
| Xcel Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
129
|
$350 M
|
| ATMOS ADVISORY, LLC |
2025 Q2
|
7/15/2025 |
20
|
$160 M
|
| Northside Capital Management, LLC |
2025 Q2
|
7/15/2025 |
193
|
$1.3 B
|
| IMS Capital Management |
2025 Q2
|
7/15/2025 |
151
|
$210 M
|
| First City Capital Management, Inc. |
2025 Q2
|
7/15/2025 |
145
|
$170 M
|
| IMS Capital Management |
2025 Q1
|
7/15/2025 |
134
|
$200 M
|
| BigSur Wealth Management LLC |
2025 Q2
|
7/15/2025 |
155
|
$400 M
|
| FLOYD FINANCIAL GROUP LLC |
2025 Q2
|
7/15/2025 |
51
|
$110 M
|
| PENN DAVIS MCFARLAND INC |
2025 Q2
|
7/15/2025 |
76
|
$890 M
|
| Level Financial Advisors |
2025 Q2
|
7/15/2025 |
90
|
$320 M
|
| FMA Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
39
|
$140 M
|
| HERBST GROUP, LLC |
2025 Q2
|
7/15/2025 |
56
|
$170 M
|
| Oxinas Partners Wealth Management LLC |
2025 Q2
|
7/15/2025 |
124
|
$190 M
|
| Sightline Wealth Advisors, LLC |
2025 Q2
|
7/15/2025 |
90
|
$210 M
|
| WYNNEFIELD CAPITAL INC |
2025 Q2
|
7/15/2025 |
16
|
$170 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/15/2025 |
132
|
$230 M
|
| Palumbo Wealth Management LLC |
2025 Q2
|
7/15/2025 |
197
|
$320 M
|
| Centerline Wealth Advisors, LLC |
2025 Q2
|
7/15/2025 |
42
|
$200 M
|
| CAPSTONE CAPITAL LLC |
2025 Q2
|
7/15/2025 |
22
|
$140 M
|
| Traction Financial Partners, LLC |
2025 Q2
|
7/15/2025 |
81
|
$150 M
|
| EWG Elevate Inc. |
2025 Q2
|
7/15/2025 |
142
|
$320 M
|
| RVW Wealth, LLC |
2025 Q2
|
7/15/2025 |
170
|
$1.2 B
|
| LYNCH & ASSOCIATES/IN |
2025 Q2
|
7/15/2025 |
125
|
$500 M
|
| Kentucky Trust Co |
2025 Q2
|
7/15/2025 |
297
|
$170 M
|
| Alhambra Investment Management LLC |
2025 Q2
|
7/15/2025 |
180
|
$200 M
|
| Buttonwood Financial Advisors Inc. |
2025 Q2
|
7/15/2025 |
99
|
$250 M
|
| Kopp Family Office, LLC |
2025 Q2
|
7/15/2025 |
27
|
$150 M
|
| RETIREMENT GUYS FORMULA LLC |
2025 Q2
|
7/15/2025 |
145
|
$260 M
|
| Significant Wealth Partners LLC |
2025 Q2
|
7/15/2025 |
96
|
$200 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/15/2025 |
211
|
$290 M
|
| LeConte Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
104
|
$150 M
|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
2025 Q2
|
7/15/2025 |
2,357
|
$30 B
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2025 Q2
|
7/15/2025 |
244
|
$1.4 B
|
| Chronos Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
39
|
$190 M
|
| Hartmann Taylor Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
52
|
$120 M
|
| Builders Vision, LLC |
2025 Q2
|
7/15/2025 |
1
|
$0
|
| Oak Wealth Advisors LLC |
2025 Q2
|
7/15/2025 |
58
|
$160 M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q2
|
7/15/2025 |
73
|
$260 M
|
| WILSEY ASSET MANAGEMENT INC |
2025 Q2
|
7/15/2025 |
24
|
$540 M
|
| PEREGRINE INVESTMENT MANAGEMENT INC |
2025 Q2
|
7/15/2025 |
20
|
$160 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2025 Q2
|
7/15/2025 |
134
|
$350 M
|
| CIGNA INVESTMENTS INC /NEW |
2025 Q2
|
7/15/2025 |
455
|
$590 M
|
| Bison Wealth, LLC |
2025 Q2
|
7/15/2025 |
467
|
$1.3 B
|
| FLP Wealth Management, LLC |
2025 Q1
|
7/15/2025 |
51
|
$31 M
|
| Ballentine Partners, LLC |
2025 Q2
|
7/15/2025 |
2,278
|
$6.6 B
|
| Sara-Bay Financial |
2025 Q2
|
7/15/2025 |
76
|
$280 M
|
| Graypoint LLC |
2025 Q2
|
7/15/2025 |
526
|
$1.8 B
|
| James J. Burns & Company, LLC |
2025 Q2
|
7/15/2025 |
156
|
$610 M
|
| Brewster Financial Planning LLC |
2025 Q2
|
7/15/2025 |
26
|
$150 M
|
| Financial Management Professionals, Inc. |
2025 Q2
|
7/15/2025 |
1,017
|
$890 M
|
| WORLD EQUITY GROUP, INC. |
2025 Q2
|
7/15/2025 |
317
|
$370 M
|
| KRAFT ASSET MANAGEMENT, LLC |
2025 Q2
|
7/15/2025 |
41
|
$110 M
|
| tru Independence LLC |
2025 Q2
|
7/15/2025 |
126
|
$350 M
|
| CHB Investment Group, LLC |
2025 Q2
|
7/15/2025 |
69
|
$200 M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2025 Q2
|
7/15/2025 |
47
|
$190 M
|
| Five Pine Wealth Management |
2025 Q2
|
7/15/2025 |
40
|
$140 M
|
| JARISLOWSKY, FRASER Ltd |
2025 Q2
|
7/15/2025 |
188
|
$18 B
|
| Texas County & District Retirement System |
2025 Q2
|
7/15/2025 |
1
|
$71 M
|
| Highland Financial Advisors, LLC |
2025 Q2
|
7/15/2025 |
54
|
$310 M
|
| Attessa Capital LLC |
2025 Q2
|
7/15/2025 |
36
|
$160 M
|
| Burns Matteson Capital Management, LLC |
2025 Q2
|
7/15/2025 |
186
|
$210 M
|
| BCS Wealth Management |
2025 Q2
|
7/15/2025 |
263
|
$460 M
|
| Charter Capital Management, LLC\DE |
2025 Q2
|
7/15/2025 |
62
|
$170 M
|
| Kagan Cocozza Asset Management |
2025 Q2
|
7/15/2025 |
61
|
$130 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q2
|
7/15/2025 |
36
|
$130 M
|
| High Ground Investment Management LLP |
2025 Q2
|
7/15/2025 |
6
|
$480 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2025 Q2
|
7/15/2025 |
70
|
$110 M
|
| NORDEN GROUP LLC |
2025 Q2
|
7/15/2025 |
555
|
$920 M
|
| Legacy Financial Group LLC |
2025 Q2
|
7/15/2025 |
113
|
$720 M
|