| STRATEGIC PLANNING GROUP, LLC |
2025 Q2
|
7/14/2025 |
77
|
$620 M
|
| Lakeshore Financial Planning, Inc. |
2025 Q2
|
7/14/2025 |
77
|
$250 M
|
| Painted Porch Advisors LLC |
2024 Q2
|
7/14/2025 |
403
|
$180 M
|
| Strategic Planning, Inc. |
2025 Q1
|
7/14/2025 |
57
|
$180 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2025 Q2
|
7/14/2025 |
68
|
$850 M
|
| Southland Equity Partners LLC |
2025 Q2
|
7/14/2025 |
236
|
$460 M
|
| Abound Wealth Management |
2025 Q2
|
7/14/2025 |
1,299
|
$350 M
|
| Border to Coast Pensions Partnership Ltd |
2025 Q2
|
7/14/2025 |
86
|
$5.4 B
|
| CATHY PARETO & ASSOCIATES, INC |
2025 Q2
|
7/14/2025 |
88
|
$120 M
|
| Palacios Wealth Management, LLC |
2025 Q2
|
7/14/2025 |
71
|
$120 M
|
| A&I FINANCIAL SERVICES, LLC |
2025 Q2
|
7/14/2025 |
73
|
$180 M
|
| Clio Asset Management LLC |
2025 Q2
|
7/14/2025 |
15
|
$130 M
|
| Capstone Wealth Management, LLC |
2025 Q2
|
7/14/2025 |
48
|
$110 M
|
| PARK AVENUE SECURITIES LLC |
2025 Q2
|
7/14/2025 |
1,467
|
$11 B
|
| Shearwater Capital LLC |
2025 Q2
|
7/14/2025 |
50
|
$160 M
|
| Sterling Group Wealth Management, LLC |
2025 Q2
|
7/14/2025 |
53
|
$180 M
|
| Sound Stewardship, LLC |
2025 Q2
|
7/14/2025 |
62
|
$190 M
|
| Avanza Fonder AB |
2025 Q2
|
7/14/2025 |
791
|
$3.4 B
|
| Atle Fund Management AB |
2025 Q2
|
7/14/2025 |
37
|
$230 M
|
| Bouvel Investment Partners, LLC |
2025 Q2
|
7/11/2025 |
73
|
$300 M
|
| Scott Capital Advisors, LLC |
2025 Q2
|
7/11/2025 |
51
|
$370 M
|
| Colorado Capital Management, Inc. |
2025 Q2
|
7/11/2025 |
100
|
$230 M
|
| Ullmann Wealth Partners Group, LLC |
2025 Q2
|
7/11/2025 |
146
|
$850 M
|
| Oak Asset Management, LLC |
2025 Q2
|
7/11/2025 |
103
|
$280 M
|
| Baugh & Associates, LLC |
2025 Q2
|
7/11/2025 |
42
|
$190 M
|
| Lincoln Capital LLC |
2025 Q2
|
7/11/2025 |
123
|
$520 M
|
| Halter Ferguson Financial Inc. |
2025 Q2
|
7/11/2025 |
30
|
$290 M
|
| Compass Ion Advisors, LLC |
2025 Q2
|
7/11/2025 |
266
|
$920 M
|
| Westfuller Advisors, LLC |
2025 Q2
|
7/11/2025 |
114
|
$180 M
|
| Wolfstich Capital, LLC |
2025 Q2
|
7/11/2025 |
13
|
$46 M
|
| Enhancing Capital LLC |
2025 Q2
|
7/11/2025 |
92
|
$130 M
|
| Quad-Cities Investment Group, LLC |
2025 Q2
|
7/11/2025 |
184
|
$220 M
|
| PETREDIS INVESTMENT ADVISORS LLC |
2025 Q2
|
7/11/2025 |
103
|
$1.1 B
|
| Vanguard Capital Wealth Advisors |
2025 Q2
|
7/11/2025 |
115
|
$100 M
|
| Annex Advisory Services, LLC |
2025 Q2
|
7/11/2025 |
321
|
$4.2 B
|
| Wealth Management Partners, LLC |
2025 Q2
|
7/11/2025 |
136
|
$280 M
|
| Skyline Advisors, Inc. |
2025 Q2
|
7/11/2025 |
96
|
$270 M
|
| RENAISSANCERE HOLDINGS LTD |
2023 Q3
|
7/11/2025 |
3
|
$94 M
|
| Prosperity Planning, Inc. |
2025 Q2
|
7/11/2025 |
106
|
$350 M
|
| RENAISSANCERE HOLDINGS LTD |
2023 Q2
|
7/11/2025 |
3
|
$92 M
|
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2025 Q2
|
7/11/2025 |
125
|
$570 M
|
| Bond & Devick Financial Network, Inc. |
2025 Q2
|
7/11/2025 |
174
|
$300 M
|
| Walter Public Investments Inc. |
2025 Q2
|
7/11/2025 |
43
|
$590 M
|
| RENAISSANCERE HOLDINGS LTD |
2023 Q1
|
7/11/2025 |
7
|
$380 M
|
| Congress Park Capital LLC |
2025 Q2
|
7/11/2025 |
119
|
$310 M
|
| Arrow Investment Advisors, LLC |
2025 Q2
|
7/11/2025 |
56
|
$100 M
|
| RENAISSANCERE HOLDINGS LTD |
2022 Q4
|
7/11/2025 |
8
|
$460 M
|
| Quantum Financial Advisors, LLC |
2025 Q2
|
7/11/2025 |
181
|
$740 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q2
|
7/11/2025 |
144
|
$230 M
|
| Trinity Wealth Management, LLC |
2025 Q2
|
7/11/2025 |
63
|
$250 M
|
| RENAISSANCERE HOLDINGS LTD |
2022 Q3
|
7/11/2025 |
12
|
$810 M
|
| Profit Investment Management, LLC |
2025 Q2
|
7/11/2025 |
74
|
$110 M
|
| Sprinkle Financial Consultants LLC |
2025 Q2
|
7/11/2025 |
82
|
$160 M
|
| RENAISSANCERE HOLDINGS LTD |
2022 Q2
|
7/11/2025 |
11
|
$590 M
|
| RENAISSANCERE HOLDINGS LTD |
2022 Q1
|
7/11/2025 |
11
|
$660 M
|
| RENAISSANCERE HOLDINGS LTD |
2021 Q4
|
7/11/2025 |
6
|
$330 M
|
| RENAISSANCERE HOLDINGS LTD |
2021 Q3
|
7/11/2025 |
6
|
$270 M
|
| RENAISSANCERE HOLDINGS LTD |
2021 Q2
|
7/11/2025 |
6
|
$330 M
|
| RENAISSANCERE HOLDINGS LTD |
2021 Q1
|
7/11/2025 |
5
|
$220 M
|
| RENAISSANCERE HOLDINGS LTD |
2020 Q4
|
7/11/2025 |
5
|
$420 M
|
| Coastwise Capital Group, LLC |
2025 Q2
|
7/11/2025 |
124
|
$130 M
|
| BTC Capital Management, Inc. |
2025 Q2
|
7/11/2025 |
514
|
$1.2 B
|
| RENAISSANCERE HOLDINGS LTD |
2020 Q3
|
7/11/2025 |
5
|
$290 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q2
|
7/11/2025 |
146
|
$470 M
|
| RENAISSANCERE HOLDINGS LTD |
2020 Q2
|
7/11/2025 |
5
|
$190 M
|
| Williams Financial, LLC |
2025 Q2
|
7/11/2025 |
10
|
$92 M
|
| RENAISSANCERE HOLDINGS LTD |
2020 Q1
|
7/11/2025 |
4
|
$130 M
|
| Abacus FCF Advisors LLC |
2025 Q2
|
7/11/2025 |
62
|
$710 M
|
| Cisco Systems, Inc. |
2025 Q1 - RESTATEMENT
|
7/11/2025 |
3
|
$280 M
|
| Grant Private Wealth Management Inc |
2025 Q2
|
7/11/2025 |
70
|
$180 M
|
| RENAISSANCERE HOLDINGS LTD |
2019 Q4
|
7/11/2025 |
5
|
$210 M
|
| Ridgeline Wealth, LLC |
2025 Q2
|
7/11/2025 |
48
|
$120 M
|
| SCRATCH CAPITAL LLC |
2025 Q2
|
7/11/2025 |
37
|
$120 M
|
| Meriwether Wealth & Planning, LLC |
2025 Q2
|
7/11/2025 |
127
|
$160 M
|
| HILLTOP WEALTH ADVISORS, LLC |
2025 Q2
|
7/11/2025 |
51
|
$180 M
|
| First PREMIER Bank |
2025 Q2
|
7/11/2025 |
612
|
$410 M
|
| TTP Investments, Inc. |
2025 Q2
|
7/11/2025 |
50
|
$310 M
|
| Fruth Investment Management |
2025 Q2
|
7/11/2025 |
217
|
$370 M
|
| Kure Advisory, LLC |
2025 Q2
|
7/11/2025 |
43
|
$130 M
|
| Physician Wealth Solutions Inc. |
2025 Q2
|
7/11/2025 |
45
|
$220 M
|
| Mallini Complete Financial Planning LLC |
2025 Q2
|
7/11/2025 |
60
|
$79 M
|
| Capital Advantage, Inc. |
2025 Q2
|
7/11/2025 |
139
|
$630 M
|
| Kaufman Rossin Wealth, LLC |
2025 Q2
|
7/11/2025 |
139
|
$160 M
|
| Cardinal Capital Management, Inc. |
2025 Q2
|
7/11/2025 |
68
|
$3.2 B
|
| Deane Retirement Strategies, Inc. |
2025 Q2
|
7/11/2025 |
63
|
$220 M
|
| Quadratic Capital Management LLC |
2025 Q2
|
7/11/2025 |
2
|
$250 M
|
| Farther Finance Advisors, LLC |
2025 Q2
|
7/11/2025 |
4,503
|
$5.0 B
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2025 Q2
|
7/11/2025 |
509
|
$5.6 B
|
| Great Waters Wealth Management |
2025 Q2
|
7/11/2025 |
110
|
$770 M
|
| VANTAGE WEALTH |
2025 Q2
|
7/11/2025 |
29
|
$440 M
|
| KCK LTD. |
2025 Q1
|
7/11/2025 |
2
|
$11 M
|
| Busey Bank |
2025 Q2
|
7/11/2025 |
599
|
$3.3 B
|
| SILVER OAK SECURITIES, INCORPORATED |
2025 Q2
|
7/11/2025 |
706
|
$1.2 B
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2025 Q2
|
7/11/2025 |
182
|
$1.2 B
|
| WealthBridge Investment Counsel Inc. |
2025 Q2
|
7/11/2025 |
47
|
$310 M
|
| Westwind Capital |
2025 Q2
|
7/11/2025 |
40
|
$490 M
|
| Kaydan Wealth Management, Inc. |
2025 Q2
|
7/11/2025 |
112
|
$310 M
|
| Walker Financial Services, Inc. |
2025 Q2
|
7/11/2025 |
37
|
$220 M
|
| CX Institutional |
2025 Q2
|
7/11/2025 |
1,215
|
$2.9 B
|
| Harbour Capital Advisors, LLC |
2025 Q2
|
7/11/2025 |
287
|
$470 M
|