Christopher J. Hasenberg, Inc |
2025 Q2
|
7/9/2025 |
228
|
$270 M
|
HFG Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
50
|
$160 M
|
WOODSTOCK CORP |
2025 Q2
|
7/9/2025 |
156
|
$1.1 B
|
Silverberg Bernstein Capital Management LLC |
2025 Q2
|
7/9/2025 |
67
|
$150 M
|
Clarus Wealth Advisors |
2025 Q2
|
7/9/2025 |
87
|
$220 M
|
DUDLEY & SHANLEY, INC. |
2025 Q2
|
7/9/2025 |
37
|
$640 M
|
Lifestyle Asset Management, Inc. |
2025 Q2
|
7/9/2025 |
124
|
$210 M
|
Key Client Fiduciary Advisors, LLC |
2025 Q2
|
7/9/2025 |
207
|
$250 M
|
Murphy, Middleton, Hinkle & Parker, Inc. |
2025 Q2
|
7/9/2025 |
132
|
$180 M
|
MFG WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/9/2025 |
51
|
$120 M
|
Alken Asset Management Ltd |
2025 Q2
|
7/9/2025 |
36
|
$57 M
|
Bowman & Co S.C. |
2025 Q2
|
7/9/2025 |
109
|
$220 M
|
Bay Rivers Group |
2025 Q2
|
7/9/2025 |
90
|
$220 M
|
Sarver Vrooman Wealth Advisors |
2025 Q2
|
7/9/2025 |
129
|
$150 M
|
RIVERSEDGE ADVISORS, LLC |
2025 Q2
|
7/9/2025 |
126
|
$510 M
|
Sterling Manor Financial, LLC |
2025 Q2
|
7/9/2025 |
30
|
$150 M
|
Connective Portfolio Management, LLC |
2025 Q2
|
7/9/2025 |
30
|
$47 M
|
WestHill Financial Advisors, Inc. |
2025 Q2
|
7/9/2025 |
72
|
$470 M
|
BEACON FINANCIAL GROUP |
2025 Q2
|
7/9/2025 |
338
|
$960 M
|
Westmount Partners, LLC |
2025 Q2
|
7/9/2025 |
246
|
$360 M
|
BURR FINANCIAL SERVICES, LLC |
2025 Q2
|
7/9/2025 |
30
|
$120 M
|
Reyes Financial Architecture, Inc. |
2025 Q2
|
7/9/2025 |
282
|
$120 M
|
Client First Investment Management LLC |
2025 Q2
|
7/9/2025 |
26
|
$160 M
|
Presidio Capital Management, LLC |
2025 Q2
|
7/9/2025 |
67
|
$260 M
|
High Probability Advisors, LLC |
2025 Q2
|
7/9/2025 |
60
|
$670 M
|
Baron Financial Group, LLC |
2025 Q2
|
7/9/2025 |
49
|
$170 M
|
Veracity Capital LLC |
2025 Q2
|
7/9/2025 |
242
|
$290 M
|
Brand Asset Management Group, Inc. |
2025 Q2
|
7/9/2025 |
92
|
$270 M
|
Efficient Frontier Advisors LLC |
2025 Q2
|
7/9/2025 |
22
|
$160 M
|
Bulwark Capital Corp |
2025 Q2
|
7/9/2025 |
95
|
$120 M
|
Livforsakringsbolaget Skandia, Omsesidigt |
2025 Q2
|
7/9/2025 |
634
|
$2.3 B
|
Sandy Cove Advisors, LLC |
2025 Q2
|
7/9/2025 |
131
|
$280 M
|
Czech National Bank |
2025 Q2
|
7/9/2025 |
504
|
$13 B
|
FIRST FINANCIAL CORP /IN/ |
2025 Q2
|
7/9/2025 |
423
|
$220 M
|
Svenska Handelsbanken AB (publ) |
2025 Q2
|
7/9/2025 |
8
|
$110 M
|
ACT WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/8/2025 |
57
|
$240 M
|
Copley Financial Group, Inc. |
2025 Q1 - RESTATEMENT
|
7/8/2025 |
129
|
$130 M
|
Sandbox Financial Partners, LLC |
2025 Q2
|
7/8/2025 |
123
|
$320 M
|
MassMutual Private Wealth & Trust, FSB |
2025 Q2
|
7/8/2025 |
2,375
|
$3.8 B
|
WealthCare Investment Partners, LLC |
2025 Q2
|
7/8/2025 |
157
|
$280 M
|
SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q2
|
7/8/2025 |
48
|
$160 M
|
Sarver Vrooman Wealth Advisors |
2025 Q1
|
7/8/2025 |
129
|
$150 M
|
ELEVATION WEALTH PARTNERS, LLC |
2025 Q2
|
7/8/2025 |
489
|
$250 M
|
JUNCTURE WEALTH STRATEGIES, LLC |
2025 Q2
|
7/8/2025 |
125
|
$280 M
|
PTM WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/8/2025 |
49
|
$150 M
|
Parisi Gray Wealth Management |
2025 Q2
|
7/8/2025 |
121
|
$350 M
|
Northstar Advisory Group, LLC |
2025 Q2
|
7/8/2025 |
100
|
$200 M
|
Next Level Private LLC |
2025 Q2
|
7/8/2025 |
150
|
$310 M
|
Range Financial Group LLC |
2025 Q2
|
7/8/2025 |
194
|
$250 M
|
Melone Private Wealth, LLC |
2025 Q2
|
7/8/2025 |
50
|
$200 M
|
Strategic Advocates LLC |
2025 Q2
|
7/8/2025 |
126
|
$340 M
|
LPWM LLC |
2025 Q2
|
7/8/2025 |
83
|
$340 M
|
LITTLE HOUSE CAPITAL LLC |
2025 Q2
|
7/8/2025 |
121
|
$400 M
|
IAM Advisory, LLC |
2025 Q2
|
7/8/2025 |
97
|
$420 M
|
Henrickson Nauta Wealth Advisors, Inc. |
2025 Q2
|
7/8/2025 |
85
|
$290 M
|
FIRST NATIONAL CORP /MA/ /ADV |
2025 Q2
|
7/8/2025 |
163
|
$500 M
|
FF Advisors,LLC |
2025 Q2
|
7/8/2025 |
99
|
$190 M
|
EVERPAR ADVISORS LLC |
2025 Q2
|
7/8/2025 |
266
|
$220 M
|
EHRLICH FINANCIAL GROUP |
2025 Q2
|
7/8/2025 |
109
|
$150 M
|
DOVER ADVISORS, LLC |
2025 Q2
|
7/8/2025 |
163
|
$230 M
|
Arlington Trust Co LLC |
2025 Q2
|
7/8/2025 |
700
|
$510 M
|
Davis Investment Partners, LLC |
2025 Q2
|
7/8/2025 |
160
|
$280 M
|
COREPATH WEALTH PARTNERS LLC |
2025 Q2
|
7/8/2025 |
34
|
$120 M
|
KCK LTD. |
2025 Q2
|
7/8/2025 |
2
|
$18 M
|
Choice Wealth Advisors, LLC |
2025 Q2
|
7/8/2025 |
30
|
$220 M
|
Chemistry Wealth Management LLC |
2025 Q2
|
7/8/2025 |
196
|
$470 M
|
BOURNE LENT ASSET MANAGEMENT INC |
2025 Q2
|
7/8/2025 |
62
|
$260 M
|
Braun-Bostich & Associates Inc. |
2025 Q2
|
7/8/2025 |
118
|
$150 M
|
AVITY INVESTMENT MANAGEMENT INC. |
2025 Q2
|
7/8/2025 |
108
|
$1.3 B
|
ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q2
|
7/8/2025 |
108
|
$340 M
|
Silverleafe Capital Partners, LLC |
2025 Q2
|
7/8/2025 |
88
|
$290 M
|
Ransom Advisory, Ltd |
2025 Q2
|
7/8/2025 |
322
|
$210 M
|
Partnership Wealth Management, LLC |
2025 Q2
|
7/8/2025 |
69
|
$120 M
|
Rise Advisors, LLC |
2025 Q2
|
7/8/2025 |
1,539
|
$250 M
|
Baker Ellis Asset Management LLC |
2025 Q2
|
7/8/2025 |
216
|
$730 M
|
ATWOOD & PALMER INC |
2025 Q2
|
7/8/2025 |
514
|
$1.6 B
|
Atlas Brown,Inc. |
2025 Q2
|
7/8/2025 |
222
|
$310 M
|
Advance Capital Management, Inc. |
2025 Q2
|
7/8/2025 |
168
|
$2.2 B
|
Beacon Wealthcare LLC |
2025 Q2
|
7/8/2025 |
25
|
$270 M
|
Granite Bay Wealth Management, LLC |
2025 Q2
|
7/8/2025 |
69
|
$310 M
|
Persium Advisors, LLC |
2025 Q2
|
7/8/2025 |
62
|
$120 M
|
MRA Advisory Group |
2025 Q2
|
7/8/2025 |
137
|
$210 M
|
RV Capital AG |
2025 Q2
|
7/8/2025 |
12
|
$540 M
|
Northwest & Ethical Investments L.P. |
2020 Q4
|
7/8/2025 |
406
|
$2.6 B
|
Team Hewins, LLC |
2025 Q1 - RESTATEMENT
|
7/8/2025 |
36
|
$260 M
|
Martin Capital Partners, LLC |
2025 Q2
|
7/8/2025 |
75
|
$260 M
|
Northwest & Ethical Investments L.P. |
2020 Q3
|
7/8/2025 |
395
|
$2.3 B
|
Northwest & Ethical Investments L.P. |
2020 Q2
|
7/8/2025 |
389
|
$2.1 B
|
Northwest & Ethical Investments L.P. |
2020 Q1
|
7/8/2025 |
363
|
$1.7 B
|
Prism Advisors, Inc. |
2025 Q2
|
7/8/2025 |
71
|
$350 M
|
D. SCOTT NEAL, INC. |
2025 Q2
|
7/8/2025 |
64
|
$200 M
|
Northwest & Ethical Investments L.P. |
2019 Q4
|
7/8/2025 |
369
|
$2.2 B
|
Northwest & Ethical Investments L.P. |
2019 Q3
|
7/8/2025 |
368
|
$2.1 B
|
Team Hewins, LLC |
2024 Q3 - RESTATEMENT
|
7/8/2025 |
38
|
$260 M
|
Northwest & Ethical Investments L.P. |
2019 Q2
|
7/8/2025 |
358
|
$2.0 B
|
WEBSTER BANK, N. A. |
2025 Q2
|
7/8/2025 |
824
|
$970 M
|
Northwest & Ethical Investments L.P. |
2019 Q1
|
7/8/2025 |
362
|
$1.9 B
|
Northwest & Ethical Investments L.P. |
2018 Q4
|
7/8/2025 |
363
|
$1.7 B
|
Team Hewins, LLC |
2024 Q4 - RESTATEMENT
|
7/8/2025 |
38
|
$260 M
|
Northwest & Ethical Investments L.P. |
2018 Q3
|
7/8/2025 |
364
|
$1.6 B
|