| Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q1
|
4/25/2025 |
405
|
$280 M
|
| Kennon-Green & Company, LLC |
2025 Q1
|
4/25/2025 |
42
|
$120 M
|
| Cypress Capital, LLC |
2025 Q1
|
4/25/2025 |
79
|
$350 M
|
| Benchmark Financial Wealth Advisors, LLC |
2025 Q1
|
4/25/2025 |
98
|
$260 M
|
| Deseret Mutual Benefit Administrators |
2025 Q1
|
4/25/2025 |
502
|
$200 M
|
| Smallwood Wealth Investment Management, LLC |
2025 Q1
|
4/25/2025 |
505
|
$160 M
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2025 Q1
|
4/25/2025 |
150
|
$460 M
|
| CHURCHILL MANAGEMENT Corp |
2025 Q1
|
4/25/2025 |
156
|
$7.9 B
|
| New Millennium Group LLC |
2025 Q1
|
4/25/2025 |
461
|
$150 M
|
| Ironwood Wealth Management, LLC. |
2025 Q1
|
4/25/2025 |
42
|
$330 M
|
| Prairiewood Capital, LLC |
2025 Q1
|
4/25/2025 |
76
|
$250 M
|
| Tevis Investment Management |
2025 Q1
|
4/25/2025 |
96
|
$130 M
|
| J.Safra Asset Management Corp |
2025 Q1
|
4/25/2025 |
305
|
$1.2 B
|
| HILLMAN CO |
2025 Q1
|
4/25/2025 |
14
|
$260 M
|
| Morton Brown Family Wealth, LLC |
2025 Q1
|
4/25/2025 |
324
|
$290 M
|
| K2 Financial Inc. |
2025 Q1
|
4/25/2025 |
60
|
$100 M
|
| G&S Capital LLC |
2025 Q1
|
4/25/2025 |
124
|
$240 M
|
| Essex LLC |
2025 Q1
|
4/25/2025 |
168
|
$460 M
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q1
|
4/25/2025 |
50
|
$370 M
|
| Townsend & Associates, Inc |
2025 Q1
|
4/25/2025 |
99
|
$960 M
|
| Blankinship & Foster, LLC |
2024 Q3 - RESTATEMENT
|
4/25/2025 |
71
|
$410 M
|
| Red Door Wealth Management, LLC |
2025 Q1
|
4/25/2025 |
238
|
$680 M
|
| IMPACTfolio, LLC |
2025 Q1
|
4/25/2025 |
31
|
$190 M
|
| Rochester Wealth Strategies, LLC |
2025 Q1
|
4/25/2025 |
23
|
$130 M
|
| SPINNAKER TRUST |
2025 Q1
|
4/25/2025 |
322
|
$1.5 B
|
| ENZI WEALTH |
2025 Q1
|
4/25/2025 |
65
|
$250 M
|
| Yardley Wealth Management LLC |
2025 Q1
|
4/25/2025 |
40
|
$170 M
|
| New Perspectives, Inc |
2025 Q1
|
4/25/2025 |
38
|
$190 M
|
| Intelligence Driven Advisers, LLC |
2025 Q1
|
4/25/2025 |
102
|
$520 M
|
| CMG Global Holdings, LLC |
2025 Q1
|
4/25/2025 |
86
|
$150 M
|
| First Fiduciary Investment Counsel, Inc. |
2025 Q1
|
4/25/2025 |
68
|
$470 M
|
| PEREGRINE CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/25/2025 |
327
|
$3.0 B
|
| Insight Inv LLC |
2025 Q1
|
4/25/2025 |
133
|
$150 M
|
| MorganRosel Wealth Management, LLC |
2025 Q1
|
4/25/2025 |
351
|
$330 M
|
| Taylor Frigon Capital Management LLC |
2025 Q1
|
4/25/2025 |
90
|
$170 M
|
| Powers Capital, LLC |
2025 Q1
|
4/25/2025 |
2
|
$180 M
|
| Arbor Investment Advisors, LLC |
2025 Q1
|
4/25/2025 |
114
|
$740 M
|
| MidAtlantic Capital Management, Inc. |
2025 Q1
|
4/25/2025 |
79
|
$130 M
|
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/25/2025 |
80
|
$720 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2025 Q1
|
4/25/2025 |
304
|
$1.0 B
|
| DiNuzzo Private Wealth, Inc. |
2025 Q1
|
4/25/2025 |
1,386
|
$790 M
|
| VALLEY NATIONAL ADVISERS INC |
2025 Q1
|
4/25/2025 |
970
|
$550 M
|
| Custos Family Office, LLC |
2025 Q1
|
4/25/2025 |
67
|
$280 M
|
| Canandaigua National Trust Co of Florida |
2025 Q1
|
4/25/2025 |
104
|
$110 M
|
| Socha Financial Group, LLC |
2025 Q1
|
4/25/2025 |
21
|
$200 M
|
| Washington Trust Advisors, Inc. |
2025 Q1
|
4/25/2025 |
773
|
$1.1 B
|
| Westside Investment Management, Inc. |
2025 Q1
|
4/25/2025 |
1,241
|
$470 M
|
| WASHINGTON TRUST Co |
2025 Q1
|
4/25/2025 |
1,181
|
$2.6 B
|
| Tradewinds Capital Management, LLC |
2025 Q1
|
4/25/2025 |
665
|
$370 M
|
| Nicholson Meyer Capital Management, Inc. |
2025 Q1
|
4/25/2025 |
45
|
$110 M
|
| Nabity-Jensen Investment Management Inc |
2025 Q1
|
4/25/2025 |
66
|
$130 M
|
| Pacific Wealth Strategies Group, Inc. |
2025 Q1
|
4/25/2025 |
53
|
$130 M
|
| Argent Advisors, Inc. |
2025 Q1
|
4/25/2025 |
148
|
$300 M
|
| Dougherty Wealth Advisers LLC |
2025 Q1
|
4/25/2025 |
110
|
$140 M
|
| Perissos Private Wealth Management, LLC |
2025 Q1
|
4/25/2025 |
73
|
$110 M
|
| Jacobsen Capital Management |
2025 Q1
|
4/25/2025 |
100
|
$230 M
|
| Kendall Capital Management |
2025 Q1
|
4/25/2025 |
218
|
$340 M
|
| LifePlan Financial, LLC |
2025 Q1
|
4/25/2025 |
89
|
$110 M
|
| Alken Asset Management Ltd |
2025 Q1
|
4/25/2025 |
44
|
$62 M
|
| Ameritas Advisory Services, LLC |
2025 Q1
|
4/25/2025 |
858
|
$2.5 B
|
| NEW WAVE WEALTH ADVISORS LLC |
2025 Q1
|
4/25/2025 |
134
|
$220 M
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/25/2025 |
188
|
$500 M
|
| IRON Financial LLC |
2025 Q1
|
4/25/2025 |
113
|
$180 M
|
| Sollinda Capital Management LLC |
2025 Q1
|
4/25/2025 |
66
|
$360 M
|
| Cairn Investment Group, Inc. |
2025 Q1
|
4/25/2025 |
66
|
$180 M
|
| FINANCIAL CONSULATE, INC |
2025 Q1
|
4/25/2025 |
26
|
$400 M
|
| Henry James International Management Inc. |
2025 Q1
|
4/25/2025 |
99
|
$290 M
|
| Verity Asset Management, Inc. |
2025 Q1
|
4/25/2025 |
247
|
$250 M
|
| Wise Wealth Partners |
2025 Q1
|
4/25/2025 |
48
|
$42 M
|
| Shilanski & Associates, Inc. |
2025 Q1
|
4/25/2025 |
104
|
$320 M
|
| ALBION FINANCIAL GROUP /UT |
2025 Q1
|
4/25/2025 |
607
|
$1.4 B
|
| Monument Capital Management |
2025 Q1
|
4/25/2025 |
193
|
$330 M
|
| William Howard & Co Financial Advisors Inc |
2025 Q1
|
4/25/2025 |
52
|
$110 M
|
| EADS & HEALD WEALTH MANAGEMENT |
2025 Q1
|
4/25/2025 |
138
|
$200 M
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2025 Q1
|
4/25/2025 |
1,634
|
$43 B
|
| AMALGAMATED BANK |
2025 Q1
|
4/25/2025 |
2,971
|
$12 B
|
| Hobbs Wealth Management, LLC |
2025 Q1 - RESTATEMENT
|
4/25/2025 |
51
|
$90 M
|
| Bay Capital Advisors, LLC |
2025 Q1
|
4/25/2025 |
109
|
$120 M
|
| MMBG INVESTMENT ADVISORS CO. |
2025 Q1
|
4/25/2025 |
168
|
$880 M
|
| AUGUSTINE ASSET MANAGEMENT INC |
2025 Q1
|
4/25/2025 |
107
|
$340 M
|
| Guerra Advisors Inc |
2025 Q1
|
4/25/2025 |
62
|
$180 M
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q1
|
4/25/2025 |
34
|
$270 M
|
| Citizens National Bank Trust Department |
2025 Q1
|
4/25/2025 |
400
|
$470 M
|
| Avidian Wealth Enterprises, LLC |
2025 Q1
|
4/25/2025 |
519
|
$2.2 B
|
| Innovative Wealth Building LLC |
2025 Q1
|
4/25/2025 |
50
|
$110 M
|
| Trademark Financial Management, LLC |
2025 Q1
|
4/25/2025 |
87
|
$130 M
|
| BCK Partners, Inc. |
2025 Q1
|
4/25/2025 |
25
|
$160 M
|
| BankPlus Wealth Management LLC |
2025 Q1
|
4/25/2025 |
98
|
$140 M
|
| Buttonwood Financial Advisors Inc. |
2025 Q1
|
4/25/2025 |
96
|
$230 M
|
| Crown Wealth Group, LLC |
2025 Q1
|
4/25/2025 |
108
|
$190 M
|
| Waterfront Wealth Inc. |
2025 Q1
|
4/25/2025 |
257
|
$410 M
|
| Wealthstar Advisors, LLC |
2025 Q1
|
4/25/2025 |
134
|
$220 M
|
| Strid Group, LLC |
2025 Q1
|
4/25/2025 |
62
|
$640 M
|
| Lunate Capital Ltd |
2025 Q1
|
4/25/2025 |
4
|
$170 M
|
| Naviter Wealth, LLC |
2025 Q1
|
4/25/2025 |
274
|
$830 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q1
|
4/25/2025 |
159
|
$180 M
|
| Essex Financial Services, Inc. |
2025 Q1
|
4/25/2025 |
631
|
$1.4 B
|
| Stonebridge Financial Group, LLC |
2025 Q1
|
4/25/2025 |
1,005
|
$940 M
|
| Hills Bank & Trust Co |
2025 Q1
|
4/25/2025 |
460
|
$1.4 B
|
| Skylands Capital, LLC |
2025 Q1
|
4/25/2025 |
153
|
$690 M
|