| Atlas Private Wealth Advisors |
2025 Q2
|
8/4/2025 |
193
|
$780 M
|
| Alexander Randolph Advisory, Inc. |
2025 Q2
|
8/4/2025 |
53
|
$110 M
|
| Navalign, LLC |
2025 Q2
|
8/4/2025 |
115
|
$360 M
|
| GENEVA CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/4/2025 |
258
|
$6.0 B
|
| Ciovacco Capital Management LLC |
2025 Q2
|
8/4/2025 |
23
|
$180 M
|
| Hills Bank & Trust Co |
2025 Q2
|
8/4/2025 |
477
|
$1.6 B
|
| Avant Financial Advisors LLC |
2025 Q2
|
8/4/2025 |
64
|
$120 M
|
| DRAVO BAY LLC |
2025 Q2
|
8/4/2025 |
48
|
$210 M
|
| Everest Management Corp. |
2025 Q2
|
8/4/2025 |
65
|
$140 M
|
| Hi-Line Capital Management, LLC |
2025 Q2
|
8/4/2025 |
38
|
$280 M
|
| Uniting Wealth Partners, LLC |
2025 Q2
|
8/4/2025 |
116
|
$260 M
|
| Lifeworks Advisors, LLC |
2025 Q2
|
8/4/2025 |
312
|
$670 M
|
| Summit Investment Advisory Services, LLC |
2025 Q2
|
8/4/2025 |
53
|
$120 M
|
| 4WEALTH ADVISORS, INC. |
2025 Q2
|
8/4/2025 |
132
|
$98 M
|
| Haven Private, LLC |
2025 Q2
|
8/4/2025 |
186
|
$230 M
|
| Center for Financial Planning, Inc. |
2025 Q2
|
8/4/2025 |
647
|
$870 M
|
| COOKE & BIELER LP |
2025 Q2
|
8/4/2025 |
147
|
$10 B
|
| CONTINENTAL INVESTORS SERVICES, INC. |
2025 Q2
|
8/4/2025 |
62
|
$56 M
|
| Mill Capital Management, LLC |
2025 Q2
|
8/4/2025 |
120
|
$1.3 B
|
| IAT REINSURANCE CO LTD. |
2025 Q2
|
8/4/2025 |
84
|
$450 M
|
| TWIN CITY PRIVATE WEALTH, LLC |
2025 Q2
|
8/4/2025 |
102
|
$120 M
|
| Balentine LLC |
2025 Q2
|
8/4/2025 |
203
|
$2.6 B
|
| Crescent Sterling, Ltd. |
2025 Q2
|
8/4/2025 |
72
|
$89 M
|
| NBZ Investment Advisors LLC |
2025 Q2
|
8/4/2025 |
62
|
$180 M
|
| THOMA BRAVO, L.P. |
2025 Q2
|
8/4/2025 |
4
|
$12 B
|
| Saxony Capital Management, LLC |
2025 Q2
|
8/4/2025 |
128
|
$130 M
|
| Great Lakes Retirement, Inc. |
2025 Q2
|
8/4/2025 |
201
|
$840 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2025 Q2
|
8/4/2025 |
113
|
$150 M
|
| Leeward Financial Partners, LLC |
2025 Q2
|
8/4/2025 |
100
|
$320 M
|
| NWK Group, Inc. |
2025 Q2
|
8/4/2025 |
66
|
$280 M
|
| Presima Securities ULC |
2025 Q2
|
8/4/2025 |
51
|
$430 M
|
| MCCARTER PRIVATE WEALTH SERVICES LLC |
2025 Q2
|
8/4/2025 |
187
|
$170 M
|
| AlphaStar Capital Management, LLC |
2025 Q2
|
8/4/2025 |
360
|
$1.4 B
|
| Hutchinson Financial Advisors, INC |
2025 Q2
|
8/4/2025 |
58
|
$88 M
|
| Syverson Strege & Co |
2025 Q2
|
8/4/2025 |
168
|
$420 M
|
| AMANSA CAPITAL PTE. LTD. |
2025 Q2
|
8/4/2025 |
2
|
$390 M
|
| Rede Wealth, LLC |
2025 Q2
|
8/4/2025 |
159
|
$280 M
|
| Roble, Belko & Company, Inc |
2025 Q2
|
8/4/2025 |
463
|
$690 M
|
| Gray Foundation |
2025 Q2
|
8/4/2025 |
9
|
$350 M
|
| Nixon Capital, LLC |
2025 Q2
|
8/4/2025 |
24
|
$310 M
|
| Bordeaux Wealth Advisors LLC |
2025 Q2
|
8/4/2025 |
158
|
$780 M
|
| Fisher Funds Management LTD |
2025 Q2
|
8/4/2025 |
168
|
$4.2 B
|
| GAM Holding AG |
2025 Q2
|
8/4/2025 |
287
|
$1.4 B
|
| Linscomb Wealth, Inc. |
2025 Q2
|
8/4/2025 |
304
|
$2.2 B
|
| SCHOLTZ & COMPANY, LLC |
2025 Q2
|
8/4/2025 |
52
|
$230 M
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
2025 Q2
|
8/4/2025 |
2,008
|
$1.4 B
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2025 Q2
|
8/4/2025 |
467
|
$720 M
|
| Canton Hathaway, LLC |
2025 Q2
|
8/4/2025 |
270
|
$490 M
|
| AMH Equity Ltd |
2025 Q2
|
8/4/2025 |
53
|
$76 M
|
| Bridgewealth Advisory Group, LLC |
2025 Q2
|
8/4/2025 |
125
|
$390 M
|
| 4J Wealth Management LLC |
2025 Q2
|
8/4/2025 |
94
|
$150 M
|
| Joseph P. Lucia & Associates, LLC |
2025 Q2
|
8/4/2025 |
151
|
$240 M
|
| INTEGRITY ALLIANCE, LLC. |
2025 Q2
|
8/4/2025 |
477
|
$1.8 B
|
| Kerusso Capital Management LLC |
2025 Q2
|
8/4/2025 |
57
|
$160 M
|
| Cottage Street Advisors LLC |
2025 Q2
|
8/4/2025 |
114
|
$190 M
|
| Partners in Financial Planning |
2025 Q2
|
8/4/2025 |
107
|
$540 M
|
| IFG Advisory, LLC |
2025 Q2
|
8/4/2025 |
737
|
$2.0 B
|
| Elite Life Management LLC |
2025 Q2
|
8/4/2025 |
31
|
$39 M
|
| WOLVERINE ASSET MANAGEMENT LLC |
2025 Q2
|
8/4/2025 |
1,599
|
$11 B
|
| Terril Brothers, Inc. |
2025 Q2
|
8/4/2025 |
65
|
$270 M
|
| ArborFi Advisors, LLC |
2025 Q2
|
8/4/2025 |
47
|
$110 M
|
| DUMAC, INC. |
2025 Q2
|
8/4/2025 |
7
|
$16 M
|
| Savoir Faire Capital Management, L.P. |
2025 Q2
|
8/4/2025 |
46
|
$210 M
|
| Creekmur Asset Management LLC |
2025 Q2
|
8/4/2025 |
860
|
$570 M
|
| HICKS CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/4/2025 |
25
|
$63 M
|
| Covey Capital Advisors, LLC |
2025 Q2
|
8/4/2025 |
42
|
$93 M
|
| Summit Street Capital Management, LLC |
2025 Q1 - RESTATEMENT
|
8/4/2025 |
30
|
$600 M
|
| Summit Street Capital Management, LLC |
2024 Q4 - RESTATEMENT
|
8/4/2025 |
30
|
$640 M
|
| EARNED WEALTH ADVISORS, LLC |
2025 Q2
|
8/4/2025 |
272
|
$510 M
|
| Kovack Advisors, Inc. |
2025 Q2
|
8/4/2025 |
618
|
$1.0 B
|
| Merkkuri Wealth Advisors LLC |
2025 Q2
|
8/4/2025 |
82
|
$130 M
|
| PATHWAY CAPITAL MANAGEMENT, LP |
2025 Q2
|
8/4/2025 |
10
|
$91 M
|
| RWWM, Inc. |
2025 Q2
|
8/4/2025 |
22
|
$1.2 B
|
| AMG National Trust Bank |
2025 Q2
|
8/4/2025 |
619
|
$3.8 B
|
| FWG Investments, LLC. |
2025 Q2
|
8/4/2025 |
106
|
$130 M
|
| Moody Aldrich Partners LLC |
2025 Q2
|
8/4/2025 |
178
|
$520 M
|
| PINNACLE ASSOCIATES LTD |
2025 Q2
|
8/4/2025 |
850
|
$6.9 B
|
| Putney Financial Group LLC |
2025 Q2
|
8/4/2025 |
294
|
$99 M
|
| Amplius Wealth Advisors, LLC |
2025 Q2
|
8/4/2025 |
201
|
$1.1 B
|
| Mesirow Financial Investment Management, Inc. |
2025 Q2
|
8/4/2025 |
536
|
$5.1 B
|
| Evelyn Partners Investment Management Services Ltd |
2025 Q1
|
8/4/2025 |
248
|
$580 M
|
| BLB&B Advisors, LLC |
2025 Q2
|
8/4/2025 |
270
|
$2.1 B
|
| UNIVEST FINANCIAL Corp |
2025 Q2
|
8/4/2025 |
451
|
$1.7 B
|
| PROVIDENT TRUST CO |
2025 Q2
|
8/4/2025 |
23
|
$5.5 B
|
| Evelyn Partners Investment Management LLP |
2025 Q1
|
8/4/2025 |
302
|
$2.2 B
|
| Evelyn Partners Investment Management (Europe) Ltd |
2025 Q1
|
8/4/2025 |
134
|
$110 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/4/2025 |
128
|
$260 M
|
| Silver Coast Investments LLC |
2025 Q2
|
8/4/2025 |
106
|
$280 M
|
| Evelyn Partners Asset Management Ltd |
2025 Q1
|
8/4/2025 |
102
|
$160 M
|
| Aljian Capital Management, LLC |
2025 Q2
|
8/4/2025 |
121
|
$460 M
|
| SIMON QUICK ADVISORS, LLC |
2025 Q2
|
8/4/2025 |
813
|
$2.5 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2025 Q2
|
8/4/2025 |
113
|
$2.7 B
|
| Murphy Pohlad Asset Management LLC |
2025 Q2
|
8/4/2025 |
120
|
$240 M
|
| J.H. Whitney Equity Partners VII, LLC |
2025 Q2
|
8/4/2025 |
1
|
$240 M
|
| CLEAR INVESTMENT RESEARCH, LLC |
2025 Q2
|
8/4/2025 |
234
|
$79 M
|
| HUTCHINSON CAPITAL MANAGEMENT/CA |
2025 Q2
|
8/4/2025 |
92
|
$550 M
|
| MAINSAIL MANAGEMENT COMPANY, LLC |
2025 Q2
|
8/4/2025 |
2
|
$66 M
|
| Coign Capital Advisors LLC |
2025 Q2
|
8/4/2025 |
78
|
$150 M
|
| KLCM Advisors, Inc. |
2025 Q2
|
8/4/2025 |
179
|
$940 M
|
| AdvisorShares Investments LLC |
2025 Q2
|
8/4/2025 |
294
|
$550 M
|