| Southern Style Financial, Inc. |
2025 Q2
|
7/9/2025 |
1
|
$0
|
| Towerpoint Wealth, LLC |
2025 Q2
|
7/9/2025 |
92
|
$230 M
|
| Procyon Advisors, LLC |
2025 Q2
|
7/9/2025 |
465
|
$1.1 B
|
| Taylor Hoffman Capital Management LLC |
2025 Q2
|
7/9/2025 |
119
|
$290 M
|
| Seaside Wealth Management, Inc. |
2025 Q2
|
7/9/2025 |
62
|
$310 M
|
| Systrade AG |
2025 Q2
|
7/9/2025 |
13
|
$88 M
|
| Biltmore Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
58
|
$250 M
|
| Westshore Wealth, LLC |
2025 Q2
|
7/9/2025 |
96
|
$260 M
|
| Pallas Capital Advisors LLC |
2025 Q2
|
7/9/2025 |
859
|
$2.6 B
|
| Graves Light Lenhart Wealth, Inc. |
2025 Q2
|
7/9/2025 |
192
|
$840 M
|
| Affinity Capital Advisors, LLC |
2025 Q2
|
7/9/2025 |
159
|
$580 M
|
| FOCUS Wealth Advisors, LLC |
2025 Q2
|
7/9/2025 |
56
|
$190 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q2
|
7/9/2025 |
234
|
$520 M
|
| GSG Advisors LLC |
2025 Q2
|
7/9/2025 |
119
|
$340 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2025 Q2
|
7/9/2025 |
51
|
$120 M
|
| Mirador Capital Partners LP |
2025 Q2
|
7/9/2025 |
200
|
$620 M
|
| Werlinich Asset Management, LLC |
2025 Q2
|
7/9/2025 |
60
|
$180 M
|
| Gilman Hill Asset Management, LLC |
2025 Q2
|
7/9/2025 |
232
|
$610 M
|
| Fjell Capital, LLC |
2025 Q2
|
7/9/2025 |
53
|
$110 M
|
| Eldred Rock Partners, LLC |
2025 Q2
|
7/9/2025 |
29
|
$330 M
|
| Archer Investment Management, LLC |
2025 Q2
|
7/9/2025 |
53
|
$140 M
|
| LINCOLN CAPITAL CORP |
2025 Q2
|
7/9/2025 |
89
|
$260 M
|
| Lineweaver Wealth Advisors, LLC |
2025 Q2
|
7/9/2025 |
156
|
$630 M
|
| OLIO Financial Planning |
2025 Q2
|
7/9/2025 |
64
|
$320 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2025 Q2
|
7/9/2025 |
162
|
$290 M
|
| DEFINED WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/9/2025 |
106
|
$160 M
|
| O'Brien Wealth Partners LLC |
2025 Q2
|
7/9/2025 |
87
|
$640 M
|
| Radnor Capital Management, LLC |
2025 Q2
|
7/9/2025 |
319
|
$630 M
|
| Kearns & Associates LLC |
2025 Q2
|
7/9/2025 |
44
|
$170 M
|
| CHANNEL WEALTH LLC |
2025 Q2
|
7/9/2025 |
179
|
$350 M
|
| Bruce G. Allen Investments, LLC |
2025 Q2
|
7/9/2025 |
1,079
|
$130 M
|
| DAILY JOURNAL CORP |
2025 Q2
|
7/9/2025 |
4
|
$240 M
|
| Wolff Financial Management LLC |
2025 Q2
|
7/9/2025 |
98
|
$390 M
|
| CATALYST PRIVATE WEALTH, LLC |
2025 Q2
|
7/9/2025 |
79
|
$220 M
|
| Hartz Capital, Inc. |
2025 Q2
|
7/9/2025 |
1
|
$0
|
| Alesco Advisors LLC |
2025 Q2
|
7/9/2025 |
193
|
$3.5 B
|
| Northwest & Ethical Investments L.P. |
2024 Q1
|
7/9/2025 |
485
|
$3.5 B
|
| Burt Wealth Advisors |
2025 Q2
|
7/9/2025 |
116
|
$440 M
|
| Berkshire Bank |
2025 Q2
|
7/9/2025 |
254
|
$440 M
|
| Northwest & Ethical Investments L.P. |
2023 Q4
|
7/9/2025 |
372
|
$3.3 B
|
| Krilogy Financial LLC |
2025 Q2
|
7/9/2025 |
251
|
$1.7 B
|
| Northwest & Ethical Investments L.P. |
2023 Q3
|
7/9/2025 |
385
|
$3.0 B
|
| Northwest & Ethical Investments L.P. |
2023 Q2
|
7/9/2025 |
380
|
$3.1 B
|
| HARBOR CAPITAL ADVISORS, INC. |
2025 Q2
|
7/9/2025 |
1,387
|
$2.4 B
|
| Northwest & Ethical Investments L.P. |
2023 Q1
|
7/9/2025 |
402
|
$3.0 B
|
| Northwest & Ethical Investments L.P. |
2022 Q4
|
7/9/2025 |
402
|
$2.9 B
|
| StrongBox Wealth, LLC |
2025 Q2
|
7/9/2025 |
85
|
$260 M
|
| Lifelong Wealth Advisors, Inc. |
2025 Q2
|
7/9/2025 |
79
|
$300 M
|
| Northwest & Ethical Investments L.P. |
2022 Q3
|
7/9/2025 |
412
|
$2.5 B
|
| Hummer Financial Advisory Services Inc |
2025 Q2
|
7/9/2025 |
114
|
$130 M
|
| Northwest & Ethical Investments L.P. |
2022 Q2
|
7/9/2025 |
415
|
$2.7 B
|
| Aaron Wealth Advisors LLC |
2025 Q2
|
7/9/2025 |
489
|
$980 M
|
| Fermata Advisors, LLC |
2025 Q2
|
7/9/2025 |
220
|
$370 M
|
| Financiere des Professionnels - Fonds d,investissement inc. |
2025 Q2
|
7/9/2025 |
420
|
$1.7 B
|
| BLODGETT WEALTH ADVISORS, LLC |
2025 Q2
|
7/9/2025 |
61
|
$130 M
|
| Northwest & Ethical Investments L.P. |
2022 Q1
|
7/9/2025 |
405
|
$3.1 B
|
| Keystone Wealth Services, LLC |
2025 Q2
|
7/9/2025 |
280
|
$410 M
|
| Divergent Planning, LLC |
2025 Q2
|
7/9/2025 |
85
|
$260 M
|
| Thrive Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
229
|
$620 M
|
| Breakwater Capital Group |
2025 Q2
|
7/9/2025 |
340
|
$610 M
|
| Hardin Capital Partners, LLC |
2025 Q2
|
7/9/2025 |
114
|
$170 M
|
| Balefire, LLC |
2025 Q2
|
7/9/2025 |
358
|
$460 M
|
| Post Resch Tallon Group Inc. |
2025 Q2
|
7/9/2025 |
100
|
$100 M
|
| Dynamic Advisor Solutions LLC |
2025 Q2
|
7/9/2025 |
900
|
$3.2 B
|
| Aurelius Family Office LLC |
2025 Q2
|
7/9/2025 |
46
|
$210 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2025 Q2
|
7/9/2025 |
158
|
$760 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/9/2025 |
38
|
$270 M
|
| Sarasin & Partners LLP |
2025 Q2
|
7/9/2025 |
80
|
$10 B
|
| Baron Wealth Management LLC |
2025 Q2
|
7/9/2025 |
246
|
$280 M
|
| Goelzer Investment Management, Inc. |
2025 Q2
|
7/9/2025 |
244
|
$1.8 B
|
| GATEWAY INVESTMENT ADVISERS LLC |
2025 Q2
|
7/9/2025 |
469
|
$9.2 B
|
| Seneca House Advisors |
2025 Q2
|
7/9/2025 |
83
|
$240 M
|
| Leibman Financial Services, Inc. |
2025 Q2
|
7/9/2025 |
49
|
$130 M
|
| David J Yvars Group |
2025 Q2
|
7/9/2025 |
83
|
$170 M
|
| Crocodile Capital Partners GmbH |
2025 Q2
|
7/9/2025 |
11
|
$60 M
|
| WESTBOURNE INVESTMENTS, INC. |
2025 Q2
|
7/9/2025 |
140
|
$190 M
|
| LBMC INVESTMENT ADVISORS, LLC |
2025 Q2
|
7/9/2025 |
214
|
$1.4 B
|
| LifePlan Financial, LLC |
2025 Q2
|
7/9/2025 |
89
|
$120 M
|
| New England Research & Management, Inc. |
2025 Q2
|
7/9/2025 |
147
|
$210 M
|
| Praetorian Wealth Management, Inc. |
2025 Q2
|
7/9/2025 |
40
|
$430 M
|
| Finley Financial, LLC |
2025 Q2
|
7/9/2025 |
122
|
$200 M
|
| REINHART PARTNERS, LLC. |
2025 Q2
|
7/9/2025 |
74
|
$2.9 B
|
| Sawyer & Company, Inc |
2025 Q2
|
7/9/2025 |
187
|
$260 M
|
| Breakwater Investment Management |
2025 Q2
|
7/9/2025 |
310
|
$260 M
|
| Intelligence Driven Advisers, LLC |
2025 Q2
|
7/9/2025 |
119
|
$660 M
|
| Lake Hills Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
53
|
$170 M
|
| Northwest & Ethical Investments L.P. |
2021 Q4
|
7/9/2025 |
396
|
$3.4 B
|
| Northwest & Ethical Investments L.P. |
2021 Q3
|
7/9/2025 |
400
|
$3.1 B
|
| Northwest & Ethical Investments L.P. |
2021 Q2
|
7/9/2025 |
404
|
$3.1 B
|
| Roth Financial Partners LLC |
2025 Q2
|
7/9/2025 |
31
|
$280 M
|
| Northwest & Ethical Investments L.P. |
2021 Q1
|
7/9/2025 |
409
|
$2.9 B
|
| Sivia Capital Partners, LLC |
2025 Q2
|
7/9/2025 |
434
|
$330 M
|
| Exchange Bank |
2025 Q2
|
7/9/2025 |
193
|
$130 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2025 Q2
|
7/9/2025 |
55
|
$2.6 B
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q2
|
7/9/2025 |
99
|
$610 M
|
| Shore Point Advisors, LLC |
2025 Q2
|
7/9/2025 |
70
|
$210 M
|
| Snow Phipps Group, LLC |
2025 Q2
|
7/9/2025 |
2
|
$300 M
|
| EPIQ PARTNERS, LLC |
2025 Q2
|
7/9/2025 |
72
|
$200 M
|
| Fragasso Financial Advisors Inc |
2025 Q2
|
7/9/2025 |
274
|
$1.5 B
|
| Bank of New Hampshire |
2025 Q2
|
7/9/2025 |
465
|
$400 M
|