| Johnson Bixby & Associates, LLC |
2025 Q3
|
10/15/2025 |
121
|
$780 M
|
| Scott Capital Advisors, LLC |
2025 Q3
|
10/15/2025 |
52
|
$440 M
|
| Wallace Advisory Group, LLC |
2025 Q3
|
10/15/2025 |
275
|
$120 M
|
| Capital Advisors Wealth Management, LLC |
2025 Q3
|
10/15/2025 |
215
|
$700 M
|
| Randall & Associates Wealth Management |
2025 Q3
|
10/15/2025 |
47
|
$140 M
|
| Uncommon Cents Investing LLC |
2025 Q3
|
10/15/2025 |
207
|
$400 M
|
| Sharper & Granite LLC |
2025 Q3
|
10/15/2025 |
103
|
$280 M
|
| COOPER INVESTORS PTY LTD |
2025 Q3
|
10/15/2025 |
40
|
$370 M
|
| Borer Denton & Associates, Inc. |
2025 Q3
|
10/15/2025 |
61
|
$300 M
|
| V2 Financial group LLC |
2025 Q3
|
10/15/2025 |
92
|
$180 M
|
| Raub Brock Capital Management LP |
2025 Q3
|
10/15/2025 |
39
|
$460 M
|
| Twele Capital Management, Inc. |
2025 Q3
|
10/15/2025 |
39
|
$540 M
|
| Donald L. Hagan, LLC |
2025 Q3
|
10/15/2025 |
86
|
$200 M
|
| VCI Wealth Management LLC |
2025 Q3
|
10/15/2025 |
115
|
$330 M
|
| Park Capital Management, LLC / WI |
2025 Q3
|
10/15/2025 |
74
|
$120 M
|
| V. M. MANNING & CO., INC. |
2025 Q3
|
10/15/2025 |
52
|
$110 M
|
| VISTA INVESTMENT PARTNERS LLC |
2025 Q3
|
10/15/2025 |
155
|
$360 M
|
| Yeomans Consulting Group, Inc. |
2025 Q3
|
10/15/2025 |
99
|
$290 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q3
|
10/15/2025 |
116
|
$460 M
|
| BCU Wealth Advisors, LLC |
2025 Q3
|
10/15/2025 |
61
|
$250 M
|
| Fortress Wealth Management, Inc. |
2025 Q3
|
10/15/2025 |
75
|
$220 M
|
| Pacific Asset Management, LLC |
2025 Q3
|
10/15/2025 |
65
|
$150 M
|
| Compound Global Advisors, LLC |
2025 Q3
|
10/15/2025 |
18
|
$1.8 M
|
| Snow Phipps Group, LLC |
2025 Q3
|
10/15/2025 |
2
|
$310 M
|
| TrueWealth Advisors, LLC |
2025 Q3
|
10/15/2025 |
222
|
$370 M
|
| IFS Advisors, LLC |
2025 Q3
|
10/15/2025 |
177
|
$170 M
|
| Financial Management Professionals, Inc. |
2025 Q3
|
10/15/2025 |
948
|
$960 M
|
| CWM, LLC |
2025 Q3
|
10/15/2025 |
5,526
|
$33 B
|
| GEN Financial Management, INC. |
2025 Q3
|
10/15/2025 |
44
|
$120 M
|
| Busey Bank |
2025 Q3
|
10/15/2025 |
616
|
$3.6 B
|
| Canoe Financial LP |
2025 Q3
|
10/15/2025 |
110
|
$7.0 B
|
| Pacer Advisors, Inc. |
2025 Q3
|
10/15/2025 |
3,934
|
$40 B
|
| BSW Wealth Partners |
2025 Q3
|
10/15/2025 |
324
|
$800 M
|
| Clayton Financial Group LLC |
2025 Q3
|
10/15/2025 |
294
|
$140 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2025 Q3
|
10/15/2025 |
386
|
$500 M
|
| Valued Retirements, Inc. |
2025 Q3
|
10/15/2025 |
89
|
$89 M
|
| SFM, LLC |
2025 Q3
|
10/15/2025 |
61
|
$170 M
|
| Azarias Capital Management, L.P. |
2025 Q3
|
10/15/2025 |
24
|
$250 M
|
| Blue Zone Wealth Advisors, LLC |
2025 Q3
|
10/15/2025 |
129
|
$500 M
|
| SECURED RETIREMENT ADVISORS, LLC |
2025 Q3
|
10/15/2025 |
122
|
$180 M
|
| Seed Wealth Management, Inc. |
2025 Q3
|
10/15/2025 |
114
|
$140 M
|
| Wolfstich Capital, LLC |
2025 Q3
|
10/15/2025 |
13
|
$49 M
|
| MY Wealth Management Inc. |
2025 Q3
|
10/15/2025 |
34
|
$110 M
|
| Johnson & White Wealth Management, LLC |
2025 Q3
|
10/15/2025 |
112
|
$220 M
|
| Granite Bay Wealth Management, LLC |
2025 Q3
|
10/15/2025 |
80
|
$380 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2025 Q3
|
10/15/2025 |
57
|
$130 M
|
| Whitener Capital Management, Inc. |
2025 Q3
|
10/15/2025 |
165
|
$420 M
|
| Financial Council, LLC |
2025 Q3
|
10/15/2025 |
95
|
$230 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/15/2025 |
38
|
$290 M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2025 Q3
|
10/15/2025 |
242
|
$1.5 B
|
| Independent Wealth Network Inc. |
2025 Q3
|
10/15/2025 |
283
|
$310 M
|
| PARAGON CAPITAL MANAGEMENT INC |
2025 Q3
|
10/15/2025 |
72
|
$130 M
|
| Horizon Advisory Services, Inc. |
2025 Q3
|
10/15/2025 |
45
|
$200 M
|
| FMB WEALTH MANAGEMENT |
2025 Q3
|
10/15/2025 |
126
|
$240 M
|
| Weinberger Asset Management, Inc |
2025 Q3
|
10/15/2025 |
88
|
$280 M
|
| Inspire Investing, LLC |
2025 Q3
|
10/15/2025 |
846
|
$1.0 B
|
| Cadent Capital Advisors, LLC |
2025 Q3
|
10/15/2025 |
211
|
$380 M
|
| Gemmer Asset Management LLC |
2025 Q3
|
10/15/2025 |
170
|
$1.2 B
|
| Marathon Mission, Inc. |
2025 Q3
|
10/15/2025 |
53
|
$170 M
|
| Uptown Financial Advisors LLC |
2025 Q3
|
10/15/2025 |
74
|
$120 M
|
| RFG Holdings, Inc. |
2025 Q3
|
10/15/2025 |
61
|
$390 M
|
| Curbstone Financial Management Corp |
2025 Q3
|
10/15/2025 |
209
|
$520 M
|
| Basepoint Wealth LLC |
2023 Q2
|
10/15/2025 |
95
|
$120 M
|
| Enterprise Financial Services Corp |
2025 Q3
|
10/15/2025 |
302
|
$190 M
|
| Strid Group, LLC |
2025 Q3
|
10/15/2025 |
72
|
$790 M
|
| First PREMIER Bank |
2025 Q3
|
10/15/2025 |
616
|
$440 M
|
| MILESTONE ASSET MANAGEMENT, LLC |
2025 Q3
|
10/15/2025 |
280
|
$530 M
|
| ZWJ INVESTMENT COUNSEL INC |
2025 Q3
|
10/15/2025 |
245
|
$2.8 B
|
| VESTIA PERSONAL WEALTH ADVISORS |
2025 Q3
|
10/15/2025 |
99
|
$170 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/15/2025 |
184
|
$250 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2025 Q3
|
10/15/2025 |
257
|
$1.7 B
|
| Cabana LLC |
2025 Q3
|
10/15/2025 |
15
|
$16 M
|
| MARSHALL & SULLIVAN INC /WA/ |
2025 Q3
|
10/15/2025 |
43
|
$220 M
|
| JGP Wealth Management, LLC |
2025 Q3
|
10/15/2025 |
210
|
$900 M
|
| FLP Wealth Management, LLC |
2025 Q3
|
10/15/2025 |
61
|
$36 M
|
| Robbins Farley |
2025 Q3
|
10/15/2025 |
173
|
$240 M
|
| CORNERCAP INVESTMENT COUNSEL INC |
2025 Q3
|
10/15/2025 |
149
|
$200 M
|
| ALPINE WOODS CAPITAL INVESTORS, LLC |
2025 Q3
|
10/15/2025 |
153
|
$430 M
|
| Stephens Consulting, LLC |
2025 Q3
|
10/15/2025 |
388
|
$290 M
|
| Newport Asia LLC |
2025 Q3
|
10/15/2025 |
1
|
$1.7 M
|
| Sagace Wealth Management LLC |
2025 Q3
|
10/15/2025 |
69
|
$150 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/15/2025 |
225
|
$310 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2025 Q3
|
10/15/2025 |
132
|
$370 M
|
| CenturyLink Investment Management Co |
2025 Q3
|
10/15/2025 |
1
|
$110 M
|
| Hunter Perkins Capital Management, LLC |
2025 Q3
|
10/15/2025 |
115
|
$450 M
|
| Higgins & Schmidt Wealth Strategies LLC |
2025 Q3
|
10/15/2025 |
56
|
$200 M
|
| HARBOR CAPITAL ADVISORS, INC. |
2025 Q3
|
10/15/2025 |
1,339
|
$1.3 B
|
| NORDEN GROUP LLC |
2025 Q3
|
10/15/2025 |
573
|
$980 M
|
| BONNESS ENTERPRISES INC |
2025 Q3
|
10/15/2025 |
58
|
$300 M
|
| Alhambra Investment Management LLC |
2025 Q3
|
10/15/2025 |
178
|
$210 M
|
| Ballew Advisors, Inc |
2025 Q3
|
10/15/2025 |
122
|
$180 M
|
| HRC WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/15/2025 |
55
|
$210 M
|
| Centerline Wealth Advisors, LLC |
2025 Q3
|
10/15/2025 |
46
|
$230 M
|
| PURE PORTFOLIOS HOLDINGS LLC |
2025 Q3
|
10/15/2025 |
103
|
$320 M
|
| State Insurance Fund |
2025 Q3
|
10/15/2025 |
1
|
$220 M
|
| Catterton Management Company, L.L.C. |
2025 Q3
|
10/15/2025 |
3
|
$5.4 B
|
| ARS Investment Partners, LLC |
2025 Q3
|
10/15/2025 |
204
|
$1.5 B
|
| Dale Q Rice Investment Management Ltd |
2025 Q3
|
10/15/2025 |
67
|
$140 M
|
| Brookstone Capital Management |
2025 Q3
|
10/15/2025 |
1,132
|
$8.4 B
|
| Mascagni Wealth Management, Inc. |
2025 Q3
|
10/15/2025 |
124
|
$130 M
|