| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2025 Q3
|
10/17/2025 |
207
|
$410 M
|
| Fruth Investment Management |
2025 Q3
|
10/17/2025 |
215
|
$370 M
|
| Three Seasons Wealth, LLC |
2025 Q3
|
10/17/2025 |
180
|
$1.0 B
|
| Westend Capital Management, LLC |
2025 Q3
|
10/17/2025 |
254
|
$340 M
|
| Optivise Advisory Services LLC |
2025 Q3
|
10/17/2025 |
197
|
$170 M
|
| BURR FINANCIAL SERVICES, LLC |
2025 Q3
|
10/17/2025 |
28
|
$130 M
|
| Live Oak Private Wealth LLC |
2025 Q3
|
10/17/2025 |
194
|
$720 M
|
| 5T Wealth, LLC |
2025 Q3
|
10/17/2025 |
114
|
$230 M
|
| KW WEALTH MANAGEMENT LLC |
2025 Q3
|
10/17/2025 |
78
|
$59 M
|
| Warren Street Wealth Advisors, LLC |
2025 Q3
|
10/17/2025 |
151
|
$340 M
|
| Schulz Wealth, LTD. |
2025 Q3
|
10/17/2025 |
64
|
$150 M
|
| Financial Partners Group, Inc |
2025 Q3
|
10/17/2025 |
220
|
$800 M
|
| VAUGHAN & Co SECURITIES, INC. |
2025 Q3
|
10/17/2025 |
57
|
$190 M
|
| Traveka Wealth, LLC |
2025 Q3
|
10/17/2025 |
174
|
$220 M
|
| Aquire Wealth Advisors, LLC |
2025 Q3
|
10/17/2025 |
50
|
$410 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q3
|
10/17/2025 |
325
|
$110 M
|
| Trademark Financial Management, LLC |
2025 Q3
|
10/17/2025 |
94
|
$170 M
|
| Institute for Wealth Management, LLC. |
2025 Q3
|
10/17/2025 |
558
|
$960 M
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q3
|
10/17/2025 |
187
|
$750 M
|
| Legacy Advisory Services, LLC |
2024 Q4
|
10/17/2025 |
51
|
$120 M
|
| Legacy Advisory Services, LLC |
2024 Q3
|
10/17/2025 |
49
|
$120 M
|
| Harbor Asset Planning, Inc. |
2025 Q3
|
10/17/2025 |
1,913
|
$110 M
|
| Legacy Advisory Services, LLC |
2024 Q2
|
10/17/2025 |
49
|
$120 M
|
| Archford Capital Strategies, LLC |
2025 Q3
|
10/17/2025 |
324
|
$840 M
|
| Marathon Asset Management Ltd |
2025 Q3
|
10/17/2025 |
78
|
$2.7 B
|
| Legacy Advisory Services, LLC |
2024 Q1
|
10/17/2025 |
47
|
$110 M
|
| Coastwise Capital Group, LLC |
2025 Q3
|
10/17/2025 |
131
|
$140 M
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q3
|
10/17/2025 |
92
|
$170 M
|
| Melone Private Wealth, LLC |
2025 Q3
|
10/17/2025 |
56
|
$220 M
|
| Legacy Advisory Services, LLC |
2023 Q4
|
10/17/2025 |
46
|
$95 M
|
| Panoramic Capital Partners, LLC |
2025 Q3
|
10/17/2025 |
59
|
$160 M
|
| REGATTA CAPITAL GROUP, LLC |
2025 Q3
|
10/17/2025 |
214
|
$630 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2025 Q3
|
10/17/2025 |
83
|
$210 M
|
| Addis & Hill, Inc |
2025 Q3
|
10/17/2025 |
27
|
$160 M
|
| FSC Wealth Advisors, LLC |
2025 Q3
|
10/17/2025 |
74
|
$170 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q3
|
10/17/2025 |
134
|
$250 M
|
| CLUNE & ASSOCIATES, LTD. |
2025 Q3
|
10/17/2025 |
159
|
$400 M
|
| Stonebridge Wealth Management, LLC |
2025 Q3
|
10/17/2025 |
36
|
$120 M
|
| Westhampton Capital, LLC |
2025 Q3
|
10/17/2025 |
120
|
$210 M
|
| MPS Loria Financial Planners, LLC |
2025 Q3
|
10/17/2025 |
88
|
$380 M
|
| VERITY Wealth Advisors |
2025 Q3
|
10/17/2025 |
78
|
$160 M
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q3
|
10/17/2025 |
54
|
$180 M
|
| Permanent Capital Management, LP |
2025 Q3
|
10/17/2025 |
151
|
$530 M
|
| EVERPAR ADVISORS LLC |
2025 Q3
|
10/17/2025 |
276
|
$250 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2025 Q3
|
10/17/2025 |
94
|
$320 M
|
| Total Wealth Planning, LLC |
2025 Q3
|
10/17/2025 |
109
|
$860 M
|
| MARYLAND CAPITAL ADVISORS INC. |
2025 Q3
|
10/17/2025 |
254
|
$280 M
|
| PineStone Asset Management Inc. |
2025 Q3
|
10/17/2025 |
43
|
$16 B
|
| Indiana Trust & Investment Management Co |
2025 Q3
|
10/17/2025 |
468
|
$330 M
|
| Fire Capital Management LLC |
2025 Q3
|
10/17/2025 |
98
|
$170 M
|
| Worth Asset Management, LLC |
2025 Q3
|
10/17/2025 |
450
|
$220 M
|
| VALLEY NATIONAL ADVISERS INC |
2025 Q3
|
10/17/2025 |
973
|
$650 M
|
| J. L. Bainbridge & Co., Inc. |
2025 Q3
|
10/17/2025 |
108
|
$1.2 B
|
| ENZI WEALTH |
2025 Q3
|
10/17/2025 |
69
|
$280 M
|
| Sunburst Financial Group, LLC |
2025 Q3
|
10/17/2025 |
119
|
$470 M
|
| Kaydan Wealth Management, Inc. |
2025 Q3
|
10/17/2025 |
113
|
$350 M
|
| Ashoka WhiteOak Capital Pte Ltd |
2025 Q3
|
10/17/2025 |
16
|
$260 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/17/2025 |
157
|
$1.4 B
|
| Medicxi Ventures Management (Jersey) Ltd |
2025 Q3
|
10/17/2025 |
5
|
$740 M
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2025 Q3
|
10/17/2025 |
160
|
$460 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2025 Q3
|
10/17/2025 |
136
|
$300 M
|
| Parisi Gray Wealth Management |
2025 Q3
|
10/17/2025 |
124
|
$380 M
|
| Perigon Wealth Management, LLC |
2025 Q3
|
10/17/2025 |
1,214
|
$4.9 B
|
| Sowell Financial Services LLC |
2025 Q3
|
10/17/2025 |
1,068
|
$2.6 B
|
| Sandbox Financial Partners, LLC |
2025 Q3
|
10/17/2025 |
128
|
$350 M
|
| Paradiem, LLC |
2025 Q3
|
10/17/2025 |
68
|
$430 M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2025 Q3
|
10/17/2025 |
97
|
$280 M
|
| EHRLICH FINANCIAL GROUP |
2025 Q3
|
10/17/2025 |
110
|
$170 M
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q3
|
10/17/2025 |
44
|
$380 M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2025 Q3
|
10/17/2025 |
526
|
$750 M
|
| SAPIENT CAPITAL LLC |
2025 Q3
|
10/17/2025 |
388
|
$6.5 B
|
| Lakeridge Wealth Management LLC |
2025 Q3
|
10/17/2025 |
153
|
$230 M
|
| Sovereign Financial Group, Inc. |
2025 Q3
|
10/17/2025 |
327
|
$530 M
|
| MKT Advisors LLC |
2025 Q3
|
10/17/2025 |
167
|
$270 M
|
| Mayflower Financial Advisors, LLC |
2025 Q3
|
10/17/2025 |
407
|
$800 M
|
| Eagle Bay Advisors LLC |
2025 Q3
|
10/17/2025 |
109
|
$130 M
|
| BankPlus Trust Department |
2025 Q3
|
10/17/2025 |
493
|
$370 M
|
| FSM Wealth Advisors, LLC |
2025 Q3
|
10/17/2025 |
322
|
$710 M
|
| DEPRINCE RACE & ZOLLO INC |
2025 Q3
|
10/17/2025 |
183
|
$5.0 B
|
| Apella Capital, LLC |
2025 Q3
|
10/17/2025 |
473
|
$4.5 B
|
| JCSD Capital, LLC |
2025 Q3
|
10/17/2025 |
25
|
$120 M
|
| JCSD Capital, LLC |
2025 Q2 - RESTATEMENT
|
10/17/2025 |
26
|
$76 M
|
| Persium Advisors, LLC |
2025 Q3
|
10/17/2025 |
64
|
$130 M
|
| SHAKER INVESTMENTS LLC/OH |
2025 Q3
|
10/17/2025 |
97
|
$250 M
|
| NovaPoint Capital, LLC |
2025 Q3
|
10/17/2025 |
145
|
$410 M
|
| ALTERNA WEALTH MANAGEMENT, INC |
2025 Q3
|
10/17/2025 |
97
|
$120 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2025 Q3
|
10/17/2025 |
138
|
$430 M
|
| Bard Financial Services, Inc. |
2025 Q3
|
10/17/2025 |
212
|
$910 M
|
| VALICENTI ADVISORY SERVICES INC |
2025 Q3
|
10/17/2025 |
77
|
$470 M
|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
2025 Q3
|
10/17/2025 |
84
|
$340 M
|
| Banque de Luxembourg S.A. |
2025 Q3
|
10/17/2025 |
80
|
$190 M
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
2025 Q3
|
10/17/2025 |
39
|
$760 M
|
| Bellecapital International Ltd. |
2025 Q3
|
10/17/2025 |
133
|
$620 M
|
| Manitou Investment Management Ltd. |
2025 Q3
|
10/17/2025 |
57
|
$570 M
|
| TRB Advisors LP |
2025 Q3
|
10/17/2025 |
11
|
$500 M
|
| TB Alternative Assets Ltd. |
2025 Q3
|
10/17/2025 |
48
|
$670 M
|
| E. Ohman J:or Asset Management AB |
2025 Q3
|
10/17/2025 |
398
|
$4.2 B
|
| Capricorn Fund Managers Ltd |
2025 Q3
|
10/17/2025 |
59
|
$300 M
|
| Smallwood Wealth Investment Management, LLC |
2025 Q3
|
10/16/2025 |
530
|
$200 M
|
| Apollon Wealth Management, LLC |
2025 Q3
|
10/16/2025 |
1,319
|
$5.6 B
|