| Heathbridge Capital Management Ltd. |
2025 Q3
|
10/15/2025 |
28
|
$260 M
|
| Fiduciary Planning LLC |
2025 Q3
|
10/15/2025 |
83
|
$330 M
|
| RCF Management L.L.C. |
2025 Q3
|
10/15/2025 |
1
|
$0
|
| World Investment Advisors |
2025 Q3
|
10/15/2025 |
2,340
|
$4.9 B
|
| Cambridge Advisors Inc. |
2025 Q3
|
10/15/2025 |
169
|
$510 M
|
| Brady Martz Wealth Solutions, LLC |
2025 Q3
|
10/15/2025 |
149
|
$550 M
|
| ATWOOD & PALMER INC |
2025 Q3
|
10/15/2025 |
489
|
$1.7 B
|
| TRITONPOINT WEALTH, LLC |
2025 Q3
|
10/15/2025 |
349
|
$1.2 B
|
| DELPHI MANAGEMENT INC /MA/ |
2025 Q3
|
10/15/2025 |
81
|
$110 M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2025 Q3
|
10/15/2025 |
157
|
$640 M
|
| Paragon Capital Management Ltd |
2025 Q3
|
10/15/2025 |
201
|
$530 M
|
| Triangle Securities Wealth Management |
2025 Q3
|
10/15/2025 |
203
|
$440 M
|
| Martin Capital Advisors, LLP |
2025 Q3
|
10/15/2025 |
74
|
$170 M
|
| PRIVATE TRUST CO NA |
2025 Q3
|
10/15/2025 |
2,570
|
$1.1 B
|
| JP Wealth Management, Inc. |
2025 Q3
|
10/15/2025 |
16
|
$150 M
|
| Level Financial Advisors |
2025 Q3
|
10/15/2025 |
94
|
$350 M
|
| Southland Equity Partners LLC |
2025 Q3
|
10/15/2025 |
243
|
$490 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q2
|
10/15/2025 |
322
|
$110 M
|
| Symmetry Partners, LLC |
2025 Q3
|
10/15/2025 |
236
|
$920 M
|
| Future Financial Wealth Managment LLC |
2025 Q3
|
10/15/2025 |
460
|
$160 M
|
| Value Partners Investments Inc. |
2025 Q3
|
10/15/2025 |
101
|
$1.2 B
|
| Alliance Wealth Advisors, LLC |
2025 Q3
|
10/15/2025 |
153
|
$220 M
|
| RPM Capital Partners, LLC |
2025 Q3
|
10/15/2025 |
1
|
$64 M
|
| James Hambro & Partners LLP |
2025 Q3
|
10/15/2025 |
54
|
$2.8 B
|
| Siguler Guff Advisers, LLC |
2025 Q3
|
10/15/2025 |
2
|
$56 M
|
| Friedenthal Financial |
2025 Q3
|
10/15/2025 |
266
|
$190 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2025 Q3
|
10/15/2025 |
489
|
$1.5 B
|
| PETERSON WEALTH MANAGEMENT |
2025 Q2
|
10/15/2025 |
40
|
$170 M
|
| CAPE ANN SAVINGS BANK |
2025 Q3
|
10/15/2025 |
108
|
$190 M
|
| Merrion Investment Management Co, LLC |
2025 Q3
|
10/15/2025 |
106
|
$170 M
|
| ALBERT D MASON INC |
2025 Q3
|
10/15/2025 |
143
|
$150 M
|
| Hanson & Doremus Investment Management |
2025 Q3
|
10/15/2025 |
500
|
$790 M
|
| Global X Japan Co., Ltd. |
2025 Q3
|
10/15/2025 |
341
|
$1.2 B
|
| MANCHESTER FINANCIAL INC |
2025 Q3
|
10/15/2025 |
131
|
$500 M
|
| Santori & Peters, Inc. |
2025 Q3
|
10/15/2025 |
75
|
$280 M
|
| Swedbank AB |
2025 Q3
|
10/15/2025 |
887
|
$99 B
|
| CHATHAM CAPITAL GROUP, INC. |
2025 Q3
|
10/15/2025 |
196
|
$700 M
|
| Wealthspring Capital LLC |
2025 Q3
|
10/15/2025 |
165
|
$420 M
|
| Tenon Financial LLC |
2025 Q3
|
10/15/2025 |
48
|
$190 M
|
| CogentBlue Wealth Advisors, LLC |
2025 Q3
|
10/15/2025 |
76
|
$150 M
|
| BayBridge Capital Group, LLC |
2025 Q3
|
10/15/2025 |
96
|
$160 M
|
| Optas, LLC |
2025 Q3
|
10/15/2025 |
1,129
|
$590 M
|
| Stanich Group LLC |
2025 Q3
|
10/15/2025 |
56
|
$160 M
|
| Successful Portfolios LLC |
2025 Q3
|
10/15/2025 |
175
|
$170 M
|
| McClarren Financial Advisors, Inc. |
2025 Q3
|
10/15/2025 |
75
|
$160 M
|
| Crane Advisory, LLC |
2025 Q3
|
10/15/2025 |
50
|
$640 M
|
| PETREDIS INVESTMENT ADVISORS LLC |
2025 Q3
|
10/15/2025 |
113
|
$1.2 B
|
| Cushing Capital Partners, LLC |
2025 Q3
|
10/15/2025 |
82
|
$130 M
|
| Cornerstone Wealth Advisors, Inc. |
2025 Q3
|
10/15/2025 |
51
|
$410 M
|
| Davies Financial Advisors, Inc. |
2025 Q3
|
10/15/2025 |
64
|
$120 M
|
| Strong Tower Advisory Services |
2025 Q3
|
10/15/2025 |
97
|
$530 M
|
| Cypress Wealth Services, LLC |
2025 Q3
|
10/15/2025 |
346
|
$610 M
|
| Lind Value II ApS |
2025 Q3
|
10/15/2025 |
11
|
$260 M
|
| Vontobel Holding Ltd. |
2025 Q3
|
10/15/2025 |
3,128
|
$33 B
|
| Gilman Hill Asset Management, LLC |
2025 Q3
|
10/15/2025 |
231
|
$640 M
|
| WealthNavi Inc. |
2025 Q3
|
10/15/2025 |
10
|
$11 B
|
| Ayalon Insurance Comp Ltd. |
2025 Q3
|
10/15/2025 |
58
|
$400 M
|
| DAVENPORT & Co LLC |
2025 Q3
|
10/15/2025 |
1,227
|
$19 B
|
| Plancorp, LLC |
2025 Q3
|
10/15/2025 |
379
|
$3.2 B
|
| Matthew Goff Investment Advisor, LLC |
2025 Q3
|
10/15/2025 |
96
|
$590 M
|
| Crescent Sterling, Ltd. |
2025 Q3
|
10/14/2025 |
74
|
$95 M
|
| Meriwether Wealth & Planning, LLC |
2025 Q3
|
10/14/2025 |
127
|
$170 M
|
| Kelly Financial Services LLC |
2025 Q3
|
10/14/2025 |
114
|
$390 M
|
| Revisor Wealth Management LLC |
2025 Q3
|
10/14/2025 |
278
|
$290 M
|
| Defined Financial Planning LLC |
2025 Q3
|
10/14/2025 |
65
|
$120 M
|
| Andrew Hill Investment Advisors, Inc. |
2025 Q3
|
10/14/2025 |
46
|
$130 M
|
| Silver Lake Advisory, LLC |
2025 Q3
|
10/14/2025 |
104
|
$250 M
|
| TABR Capital Management, LLC |
2025 Q3
|
10/14/2025 |
53
|
$150 M
|
| Summit Financial Consulting LLC |
2025 Q3
|
10/14/2025 |
42
|
$130 M
|
| Drum Hill Capital, LLC |
2025 Q3
|
10/14/2025 |
47
|
$92 M
|
| SCRATCH CAPITAL LLC |
2025 Q3
|
10/14/2025 |
63
|
$150 M
|
| IFM Investors Pty Ltd |
2025 Q3
|
10/14/2025 |
619
|
$11 B
|
| Enclave Advisors LLC |
2025 Q3
|
10/14/2025 |
121
|
$650 M
|
| Clark & Stuart, Inc |
2025 Q3
|
10/14/2025 |
52
|
$140 M
|
| Net Worth Advisory Group |
2025 Q3
|
10/14/2025 |
402
|
$350 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q3
|
10/14/2025 |
31
|
$140 M
|
| Green Alpha Advisors, LLC |
2025 Q3
|
10/14/2025 |
102
|
$100 M
|
| Munro Partners |
2025 Q2 - RESTATEMENT
|
10/14/2025 |
66
|
$3.2 B
|
| Drummond Knight Asset Management Pty Ltd |
2025 Q3
|
10/14/2025 |
12
|
$330 M
|
| Munro Partners |
2024 Q4
|
10/14/2025 |
68
|
$3.0 B
|
| Munro Partners |
2025 Q3
|
10/14/2025 |
64
|
$3.7 B
|
| MJT & Associates Financial Advisory Group, Inc. |
2025 Q3
|
10/14/2025 |
461
|
$120 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2025 Q3
|
10/14/2025 |
244
|
$230 M
|
| Oak Root LLC |
2025 Q3
|
10/14/2025 |
11
|
$860 M
|
| Veery Capital, LLC |
2025 Q3
|
10/14/2025 |
94
|
$320 M
|
| ANDERSON HOAGLAND & CO |
2025 Q3
|
10/14/2025 |
139
|
$1.1 B
|
| Integris Wealth Management, LLC |
2025 Q3
|
10/14/2025 |
120
|
$410 M
|
| Client First Investment Management LLC |
2025 Q3
|
10/14/2025 |
39
|
$200 M
|
| Praetorian Wealth Management, Inc. |
2025 Q3
|
10/14/2025 |
64
|
$490 M
|
| Taylor & Morgan Wealth Management, LLC |
2025 Q3
|
10/14/2025 |
74
|
$160 M
|
| Sound Stewardship, LLC |
2025 Q3
|
10/14/2025 |
66
|
$210 M
|
| TOWER TRUST & INVESTMENT Co |
2025 Q3
|
10/14/2025 |
191
|
$150 M
|
| Fortitude Financial, LLC |
2025 Q3
|
10/14/2025 |
33
|
$120 M
|
| Rockwood Wealth Management, LLC |
2025 Q3
|
10/14/2025 |
108
|
$1.3 B
|
| Hixon Zuercher, LLC |
2025 Q3
|
10/14/2025 |
87
|
$330 M
|
| Munro Partners |
2025 Q1
|
10/14/2025 |
61
|
$2.1 B
|
| WestHill Financial Advisors, Inc. |
2025 Q3
|
10/14/2025 |
78
|
$510 M
|
| Clarius Group, LLC |
2025 Q3
|
10/14/2025 |
398
|
$1.7 B
|
| TCI Wealth Advisors, Inc. |
2025 Q3
|
10/14/2025 |
262
|
$1.7 B
|
| THOMAS STORY & SON LLC |
2025 Q3
|
10/14/2025 |
51
|
$270 M
|