| CHICAGO TRUST Co NA |
2025 Q3
|
10/10/2025 |
704
|
$720 M
|
| Diversified Enterprises, LLC |
2025 Q3
|
10/10/2025 |
321
|
$1.5 B
|
| SK Wealth Management, LLC |
2025 Q3
|
10/10/2025 |
83
|
$270 M
|
| F&V Capital Management, LLC |
2025 Q3
|
10/10/2025 |
54
|
$450 M
|
| ABLE Financial Group, LLC |
2025 Q3
|
10/10/2025 |
205
|
$460 M
|
| First Bank & Trust |
2025 Q3
|
10/10/2025 |
399
|
$590 M
|
| Fifth Third Securities, Inc. |
2025 Q3
|
10/10/2025 |
311
|
$1.5 B
|
| Navigoe, LLC |
2025 Q3
|
10/10/2025 |
268
|
$160 M
|
| Walmart Inc. |
2025 Q3
|
10/10/2025 |
2
|
$820 M
|
| BCR Wealth Strategies, LLC |
2025 Q3
|
10/10/2025 |
30
|
$280 M
|
| Cisco Systems, Inc. |
2025 Q3
|
10/10/2025 |
3
|
$400 M
|
| Financial Connections Group, Inc. |
2025 Q3
|
10/10/2025 |
241
|
$260 M
|
| USA FINANCIAL FORMULAS |
2025 Q3
|
10/10/2025 |
257
|
$570 M
|
| Warburton Capital Management, LLC |
2025 Q3
|
10/10/2025 |
61
|
$170 M
|
| Basepoint Wealth LLC |
2023 Q1
|
10/10/2025 |
93
|
$120 M
|
| Lester Murray Antman dba SimplyRich |
2025 Q3
|
10/10/2025 |
200
|
$370 M
|
| Quadratic Capital Management LLC |
2025 Q3
|
10/10/2025 |
2
|
$320 M
|
| DKM Wealth Management, Inc. |
2025 Q3
|
10/10/2025 |
65
|
$120 M
|
| Fluent Financial, LLC |
2025 Q3
|
10/10/2025 |
69
|
$260 M
|
| Spinnaker Investment Group, LLC |
2025 Q3
|
10/10/2025 |
157
|
$530 M
|
| Charles Schwab Trust Co |
2025 Q3
|
10/10/2025 |
177
|
$1.5 B
|
| TLWM |
2025 Q3
|
10/10/2025 |
78
|
$560 M
|
| Lineweaver Wealth Advisors, LLC |
2025 Q3
|
10/10/2025 |
166
|
$680 M
|
| RoundAngle Advisors LLC |
2025 Q3
|
10/10/2025 |
59
|
$130 M
|
| Arlington Financial Advisors, LLC |
2025 Q3
|
10/10/2025 |
110
|
$680 M
|
| CWC Advisors, LLC. |
2025 Q3
|
10/10/2025 |
146
|
$200 M
|
| Sound Income Strategies, LLC |
2025 Q3
|
10/10/2025 |
1,701
|
$1.8 B
|
| SoundView Advisors Inc. |
2025 Q3
|
10/10/2025 |
34
|
$290 M
|
| Cornerstone Management, Inc. |
2025 Q3
|
10/10/2025 |
63
|
$600 M
|
| Thomasville National Bank |
2025 Q3
|
10/10/2025 |
319
|
$1.6 B
|
| HMV Wealth Advisors, LLC |
2025 Q3
|
10/10/2025 |
81
|
$180 M
|
| Foster Victor Wealth Advisors, LLC |
2025 Q3
|
10/10/2025 |
221
|
$1.6 B
|
| Seneca House Advisors |
2025 Q3
|
10/10/2025 |
90
|
$250 M
|
| Sarasin & Partners LLP |
2025 Q3
|
10/10/2025 |
74
|
$10 B
|
| Legacy Wealth Management, Inc |
2025 Q3
|
10/10/2025 |
29
|
$1.7 B
|
| MYECFO, LLC |
2025 Q3
|
10/10/2025 |
61
|
$220 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2025 Q3
|
10/10/2025 |
114
|
$170 M
|
| BNC WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/10/2025 |
107
|
$400 M
|
| Stolper Co |
2025 Q3 - RESTATEMENT
|
10/10/2025 |
89
|
$330 M
|
| Stolper Co |
2025 Q3
|
10/10/2025 |
89
|
$330 M
|
| Sara-Bay Financial |
2025 Q3
|
10/10/2025 |
80
|
$360 M
|
| Douglas Lane & Associates, LLC |
2025 Q3
|
10/10/2025 |
240
|
$7.2 B
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q3
|
10/10/2025 |
135
|
$580 M
|
| Red Door Wealth Management, LLC |
2025 Q3
|
10/10/2025 |
292
|
$940 M
|
| TRUST POINT INC. |
2025 Q3
|
10/10/2025 |
603
|
$1.2 B
|
| Pathway Financial Advisors LLC |
2025 Q3
|
10/10/2025 |
141
|
$750 M
|
| jvl associates llc |
2025 Q3
|
10/10/2025 |
64
|
$300 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2025 Q3
|
10/10/2025 |
525
|
$5.9 B
|
| Newton One Investments LLC |
2025 Q3
|
10/10/2025 |
120
|
$340 M
|
| BROWN, LISLE/CUMMINGS, INC. |
2025 Q3
|
10/10/2025 |
760
|
$390 M
|
| Mills Wealth Advisors LLC |
2025 Q3
|
10/10/2025 |
71
|
$250 M
|
| NATURAL INVESTMENTS, LLC |
2025 Q3
|
10/10/2025 |
263
|
$400 M
|
| Kathleen S. Wright Associates Inc. |
2025 Q3
|
10/10/2025 |
256
|
$270 M
|
| Ridgeline Wealth, LLC |
2025 Q3
|
10/10/2025 |
51
|
$140 M
|
| FC Advisory LLC |
2025 Q3
|
10/10/2025 |
116
|
$340 M
|
| Corsicana & Co. |
2025 Q3
|
10/10/2025 |
261
|
$180 M
|
| FLPUTNAM INVESTMENT MANAGEMENT CO |
2025 Q3
|
10/10/2025 |
576
|
$6.7 B
|
| Ryan Investment Management, Inc. |
2025 Q3
|
10/10/2025 |
19
|
$180 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/10/2025 |
79
|
$640 M
|
| Benson Investment Management Company, Inc. |
2025 Q3
|
10/10/2025 |
54
|
$290 M
|
| VIKING FUND MANAGEMENT LLC |
2025 Q3
|
10/10/2025 |
141
|
$830 M
|
| CONGRESS ASSET MANAGEMENT CO |
2025 Q3
|
10/10/2025 |
392
|
$15 B
|
| Lionshead Wealth Management, LLC |
2025 Q3
|
10/10/2025 |
103
|
$130 M
|
| A. D. Beadell Investment Counsel, Inc. |
2025 Q3
|
10/10/2025 |
91
|
$150 M
|
| CCM INVESTMENT ADVISERS LLC |
2025 Q3
|
10/10/2025 |
93
|
$1.0 B
|
| IronBridge Private Wealth, LLC |
2025 Q2
|
10/10/2025 |
66
|
$290 M
|
| Sharkey, Howes & Javer |
2025 Q3
|
10/10/2025 |
159
|
$780 M
|
| Envision Financial LLC |
2025 Q3
|
10/10/2025 |
43
|
$170 M
|
| Selective Wealth Management, Inc. |
2025 Q3
|
10/10/2025 |
107
|
$310 M
|
| Delta Wealth Advisors LLC |
2025 Q2
|
10/10/2025 |
45
|
$120 M
|
| Delta Wealth Advisors LLC |
2025 Q1
|
10/10/2025 |
40
|
$110 M
|
| Delta Wealth Advisors LLC |
2024 Q4
|
10/10/2025 |
40
|
$110 M
|
| Delta Wealth Advisors LLC |
2024 Q3
|
10/10/2025 |
40
|
$100 M
|
| Delta Wealth Advisors LLC |
2024 Q2
|
10/10/2025 |
45
|
$100 M
|
| Delta Wealth Advisors LLC |
2024 Q1
|
10/10/2025 |
47
|
$97 M
|
| Quotient Wealth Partners, LLC |
2025 Q3
|
10/10/2025 |
358
|
$3.7 B
|
| Clarity Financial LLC |
2025 Q3
|
10/10/2025 |
119
|
$1.0 B
|
| Falcon Wealth Planning |
2025 Q3
|
10/10/2025 |
191
|
$1.1 B
|
| Focused Wealth Management, Inc |
2025 Q3
|
10/10/2025 |
208
|
$940 M
|
| Cyndeo Wealth Partners, LLC |
2025 Q3
|
10/10/2025 |
474
|
$1.8 B
|
| Bowman & Co S.C. |
2025 Q3
|
10/10/2025 |
109
|
$240 M
|
| MATAURO, LLC |
2025 Q3
|
10/10/2025 |
155
|
$630 M
|
| Fairvoy Private Wealth, LLC |
2025 Q3
|
10/10/2025 |
190
|
$440 M
|
| Abound Wealth Management |
2025 Q3
|
10/10/2025 |
1,359
|
$400 M
|
| Castleview Partners, LLC |
2025 Q3
|
10/10/2025 |
176
|
$180 M
|
| Advance Capital Management, Inc. |
2025 Q3
|
10/10/2025 |
175
|
$2.3 B
|
| Bank of Finland |
2025 Q3
|
10/10/2025 |
4
|
$1.6 B
|
| Perpetual Ltd |
2025 Q3
|
10/10/2025 |
660
|
$8.1 B
|
| Five Pine Wealth Management |
2025 Q3
|
10/9/2025 |
42
|
$150 M
|
| Gibson Wealth Advisors LLC |
2025 Q3
|
10/9/2025 |
32
|
$140 M
|
| Shotwell Rutter Baer Inc |
2025 Q3
|
10/9/2025 |
37
|
$150 M
|
| Focus Financial Network, Inc. |
2025 Q3
|
10/9/2025 |
738
|
$2.8 B
|
| Arbor Wealth Advisors LLC |
2025 Q3
|
10/9/2025 |
55
|
$130 M
|
| Capitol Family Office, Inc. |
2025 Q3
|
10/9/2025 |
47
|
$82 M
|
| Sunflower Bank, N.A. |
2025 Q3
|
10/9/2025 |
212
|
$410 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q3
|
10/9/2025 |
322
|
$630 M
|
| Signal Advisors Wealth, LLC |
2025 Q3
|
10/9/2025 |
455
|
$1.1 B
|
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q3
|
10/9/2025 |
297
|
$1.5 B
|
| Rydar Equities, Inc. |
2025 Q3
|
10/9/2025 |
93
|
$120 M
|
| CGN Advisors LLC |
2025 Q3
|
10/9/2025 |
304
|
$1.2 B
|