| UNICOM Systems, Inc. |
2025 Q3
|
10/21/2025 |
19
|
$1.0 B
|
| Noble Family Wealth, LLC |
2025 Q3
|
10/21/2025 |
83
|
$450 M
|
| First City Capital Management, Inc. |
2025 Q3
|
10/21/2025 |
153
|
$190 M
|
| Wellesley Asset Management |
2025 Q3
|
10/21/2025 |
56
|
$1.0 B
|
| Chronos Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
40
|
$200 M
|
| BOS Asset Management, LLC |
2025 Q3
|
10/21/2025 |
190
|
$350 M
|
| Pflug Koory, LLC |
2025 Q3
|
10/21/2025 |
415
|
$210 M
|
| Galibier Capital Management Ltd. |
2025 Q3
|
10/21/2025 |
38
|
$300 M
|
| Buttonwood Financial Advisors Inc. |
2025 Q3
|
10/21/2025 |
103
|
$290 M
|
| Altus Wealth Group LLC |
2025 Q3
|
10/21/2025 |
143
|
$240 M
|
| Intelligent Financial Strategies |
2025 Q3
|
10/21/2025 |
73
|
$210 M
|
| Bell Bank |
2025 Q3
|
10/21/2025 |
271
|
$2.3 B
|
| Western Pacific Wealth Management, LP |
2025 Q3
|
10/21/2025 |
190
|
$100 M
|
| Financiere des Professionnels - Fonds d'investissement inc. |
2025 Q3
|
10/21/2025 |
409
|
$1.7 B
|
| Hedeker Wealth, LLC |
2025 Q3
|
10/21/2025 |
92
|
$480 M
|
| ETF Portfolio Partners, Inc. |
2025 Q3
|
10/21/2025 |
67
|
$380 M
|
| PDS Planning, Inc |
2025 Q3
|
10/21/2025 |
540
|
$1.4 B
|
| Meredith Wealth Planning |
2025 Q3
|
10/21/2025 |
63
|
$320 M
|
| Three Bridge Wealth Advisors, LLC |
2025 Q3
|
10/21/2025 |
87
|
$390 M
|
| NTV Asset Management LLC |
2025 Q3
|
10/21/2025 |
311
|
$920 M
|
| Brown Miller Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
273
|
$350 M
|
| Synergy Asset Management, LLC |
2025 Q3
|
10/21/2025 |
621
|
$2.8 B
|
| SIGNATUREFD, LLC |
2025 Q3
|
10/21/2025 |
3,420
|
$6.3 B
|
| DEERE & CO |
2025 Q3
|
10/21/2025 |
5
|
$0
|
| BRAVE ASSET MANAGEMENT INC |
2025 Q3
|
10/21/2025 |
172
|
$410 M
|
| Taylor Frigon Capital Management LLC |
2025 Q3
|
10/21/2025 |
89
|
$200 M
|
| Townsend & Associates, Inc |
2025 Q3
|
10/21/2025 |
112
|
$1.1 B
|
| ALTFEST L J & CO INC |
2025 Q3
|
10/21/2025 |
330
|
$900 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2025 Q3
|
10/21/2025 |
84
|
$320 M
|
| Thoma Capital Management LLC |
2025 Q3
|
10/21/2025 |
59
|
$170 M
|
| Arbor Investment Advisors, LLC |
2025 Q3
|
10/21/2025 |
127
|
$790 M
|
| Kooman & Associates |
2025 Q3
|
10/21/2025 |
53
|
$320 M
|
| CROWLEY WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/21/2025 |
437
|
$130 M
|
| Kagan Cocozza Asset Management |
2025 Q3
|
10/21/2025 |
61
|
$130 M
|
| Prepared Retirement Institute LLC |
2025 Q3
|
10/21/2025 |
84
|
$190 M
|
| Grey Ledge Advisors, LLC |
2025 Q3
|
10/21/2025 |
239
|
$440 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/21/2025 |
109
|
$550 M
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2025 Q3
|
10/21/2025 |
108
|
$370 M
|
| UNIQUE WEALTH, LLC |
2025 Q3
|
10/21/2025 |
179
|
$680 M
|
| Values First Advisors, Inc. |
2025 Q3
|
10/21/2025 |
318
|
$190 M
|
| GAM Holding AG |
2025 Q3
|
10/21/2025 |
373
|
$1.6 B
|
| Alken Asset Management Ltd |
2025 Q3
|
10/21/2025 |
36
|
$61 M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2025 Q3
|
10/21/2025 |
198
|
$280 M
|
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
2025 Q3
|
10/21/2025 |
59
|
$680 M
|
| Sage Investment Counsel LLC |
2025 Q3
|
10/21/2025 |
123
|
$90 M
|
| Pictet North America Advisors SA |
2025 Q3
|
10/21/2025 |
144
|
$1.1 B
|
| Applied Capital LLC |
2025 Q3
|
10/21/2025 |
48
|
$250 M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q3
|
10/21/2025 |
412
|
$1.7 B
|
| Brookwood Investment Group LLC |
2025 Q3
|
10/21/2025 |
483
|
$770 M
|
| Vishria Bird Financial Group, LLC |
2025 Q3
|
10/21/2025 |
97
|
$510 M
|
| Penney Financial, LLC |
2025 Q3
|
10/21/2025 |
49
|
$220 M
|
| SJS Investment Consulting Inc. |
2025 Q3
|
10/21/2025 |
2,101
|
$730 M
|
| Summit Wealth Partners, LLC |
2025 Q3
|
10/21/2025 |
212
|
$550 M
|
| First Pacific Financial |
2025 Q3
|
10/21/2025 |
532
|
$720 M
|
| Cascade Financial Partners, LLC |
2025 Q3
|
10/21/2025 |
264
|
$870 M
|
| PICTET BANK & TRUST Ltd |
2025 Q3
|
10/21/2025 |
33
|
$83 M
|
| SOA Wealth Advisors, LLC. |
2025 Q3
|
10/21/2025 |
893
|
$580 M
|
| Econ Financial Services Corp |
2025 Q3
|
10/21/2025 |
77
|
$200 M
|
| Fischer Financial Services, Inc. |
2025 Q3
|
10/21/2025 |
64
|
$370 M
|
| Mayfair Advisory Group, LLC |
2025 Q3
|
10/21/2025 |
190
|
$230 M
|
| WATERSHED PRIVATE WEALTH LLC |
2025 Q3
|
10/21/2025 |
112
|
$320 M
|
| El Puerto de Liverpool, S.A.B. de C.V. |
2025 Q3
|
10/21/2025 |
1
|
$0
|
| Stephenson & Company, Inc. |
2025 Q3
|
10/21/2025 |
43
|
$170 M
|
| Riverbend Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
138
|
$140 M
|
| Suncoast Equity Management |
2025 Q3
|
10/21/2025 |
90
|
$1.0 B
|
| SteelPeak Wealth, LLC |
2025 Q3
|
10/21/2025 |
579
|
$3.0 B
|
| Savior LLC |
2025 Q3
|
10/21/2025 |
16
|
$22 M
|
| Crown Oak Advisors, LLC |
2025 Q3
|
10/21/2025 |
23
|
$210 M
|
| TECTONIC ADVISORS LLC |
2025 Q3
|
10/21/2025 |
421
|
$1.8 B
|
| RETIREMENT GUYS FORMULA LLC |
2025 Q3
|
10/21/2025 |
169
|
$280 M
|
| Relyea Zuckerberg Hanson LLC |
2025 Q3
|
10/21/2025 |
270
|
$950 M
|
| Discipline Wealth Solutions, LLC |
2025 Q3
|
10/21/2025 |
155
|
$380 M
|
| Lazard Freres Gestion S.A.S. |
2025 Q3
|
10/21/2025 |
112
|
$5.3 B
|
| Bay Capital Advisors, LLC |
2025 Q3
|
10/21/2025 |
110
|
$150 M
|
| PUREfi Wealth, LLC |
2025 Q3
|
10/21/2025 |
165
|
$130 M
|
| OMC Financial Services LTD |
2025 Q3
|
10/21/2025 |
67
|
$270 M
|
| Ballentine Capital Advisors, Inc |
2025 Q3
|
10/21/2025 |
26
|
$230 M
|
| KOM Wealth Management Group, LLC |
2025 Q3
|
10/21/2025 |
84
|
$130 M
|
| Sullivan Wood Capital Management LLC |
2025 Q3
|
10/21/2025 |
20
|
$68 M
|
| Amplius Wealth Advisors, LLC |
2025 Q3
|
10/21/2025 |
174
|
$1.2 B
|
| CMH Wealth Management LLC |
2025 Q3
|
10/21/2025 |
55
|
$470 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2025 Q3
|
10/21/2025 |
76
|
$530 M
|
| CV Advisors LLC |
2025 Q3
|
10/21/2025 |
50
|
$360 M
|
| Global Financial Private Client, LLC |
2025 Q3
|
10/21/2025 |
341
|
$280 M
|
| Goldstein Advisors, LLC |
2025 Q3
|
10/21/2025 |
204
|
$820 M
|
| Three Magnolias Financial Advisors, LLC |
2025 Q2
|
10/21/2025 |
103
|
$140 M
|
| Sterling Investment Counsel, LLC |
2025 Q3
|
10/21/2025 |
130
|
$310 M
|
| GoalFusion Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
28
|
$210 M
|
| Schear Investment Advisers, LLC |
2025 Q3
|
10/21/2025 |
86
|
$220 M
|
| Delta Wealth Advisors LLC |
2025 Q3
|
10/21/2025 |
46
|
$130 M
|
| Three Magnolias Financial Advisors, LLC |
2025 Q3
|
10/21/2025 |
107
|
$160 M
|
| Hudson Capital Management LLC |
2025 Q3
|
10/21/2025 |
68
|
$380 M
|
| BRAUN STACEY ASSOCIATES INC |
2025 Q3
|
10/21/2025 |
114
|
$3.1 B
|
| William Howard & Co Financial Advisors Inc |
2025 Q3
|
10/21/2025 |
56
|
$120 M
|
| Clio Asset Management LLC |
2025 Q3
|
10/21/2025 |
14
|
$130 M
|
| SILVER OAK SECURITIES, INCORPORATED |
2025 Q3
|
10/21/2025 |
753
|
$1.3 B
|
| Wagner Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
249
|
$430 M
|
| Golden State Equity Partners |
2025 Q3
|
10/21/2025 |
450
|
$590 M
|
| INVESCO, LLC |
2025 Q3
|
10/21/2025 |
133
|
$300 M
|
| Investment Planning Advisors, Inc. |
2025 Q3
|
10/21/2025 |
88
|
$320 M
|