| 180 WEALTH ADVISORS, LLC |
2025 Q2
|
7/30/2025 |
426
|
$720 M
|
| Sharper & Granite LLC |
2025 Q2
|
7/30/2025 |
106
|
$260 M
|
| Opes Wealth Management LLC |
2025 Q2
|
7/30/2025 |
145
|
$560 M
|
| GenTrust, LLC |
2025 Q2
|
7/30/2025 |
176
|
$2.1 B
|
| LongView Asset Management LLC |
2025 Q2
|
7/30/2025 |
55
|
$130 M
|
| Cardinal Point Capital Management ULC |
2025 Q2
|
7/30/2025 |
242
|
$1.3 B
|
| Moser Wealth Advisors, LLC |
2025 Q2
|
7/30/2025 |
200
|
$210 M
|
| Prentice Wealth Management LLC |
2025 Q2
|
7/30/2025 |
109
|
$380 M
|
| SoundView Advisors Inc. |
2025 Q2
|
7/30/2025 |
35
|
$270 M
|
| CAP Partners, LLC |
2025 Q2
|
7/30/2025 |
138
|
$160 M
|
| Warburton Capital Management, LLC |
2025 Q2
|
7/30/2025 |
60
|
$170 M
|
| Divco West Real Estate Services, LLC |
2025 Q2
|
7/30/2025 |
4
|
$95 M
|
| Strata Wealth Advisors, LLC |
2025 Q2
|
7/30/2025 |
79
|
$360 M
|
| Avion Wealth |
2025 Q2 - RESTATEMENT
|
7/30/2025 |
1,488
|
$440 M
|
| WFA Asset Management Corp |
2025 Q2
|
7/30/2025 |
209
|
$180 M
|
| Intelligent Financial Strategies |
2025 Q2
|
7/30/2025 |
85
|
$190 M
|
| Silver Oak Advisory Group, Inc. |
2025 Q2
|
7/30/2025 |
73
|
$210 M
|
| Briaud Financial Planning, Inc |
2025 Q2
|
7/30/2025 |
365
|
$250 M
|
| ARRIEN INVESTMENTS, INC. |
2025 Q2
|
7/30/2025 |
40
|
$160 M
|
| Planning Center, Inc. |
2025 Q2
|
7/30/2025 |
74
|
$900 M
|
| Turning Point Benefit Group, Inc. |
2025 Q2
|
7/30/2025 |
78
|
$130 M
|
| Gallagher Capital Advisors, LLC |
2025 Q2
|
7/30/2025 |
59
|
$120 M
|
| FSA Investment Group, LLC |
2025 Q2
|
7/30/2025 |
20
|
$140 M
|
| FSM Wealth Advisors, LLC |
2025 Q2
|
7/30/2025 |
289
|
$610 M
|
| Longview Financial Advisors, Inc. |
2025 Q2
|
7/30/2025 |
40
|
$120 M
|
| GILL CAPITAL PARTNERS, LLC |
2025 Q2
|
7/30/2025 |
145
|
$310 M
|
| CADINHA & CO LLC |
2025 Q2
|
7/30/2025 |
99
|
$600 M
|
| HOGE FINANCIAL SERVICES, LLC |
2025 Q2
|
7/30/2025 |
63
|
$160 M
|
| Principle Wealth Partners LLC |
2025 Q2
|
7/30/2025 |
358
|
$1.6 B
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2025 Q2
|
7/30/2025 |
38
|
$140 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/30/2025 |
63
|
$110 M
|
| Prosperity Financial Group, Inc. |
2025 Q2
|
7/30/2025 |
164
|
$240 M
|
| DURANTE & WATERS, LLC |
2025 Q2
|
7/30/2025 |
32
|
$130 M
|
| FARLEY CAPITAL L.P. |
2025 Q2
|
7/30/2025 |
17
|
$130 M
|
| SONATA CAPITAL GROUP INC |
2025 Q2
|
7/30/2025 |
121
|
$250 M
|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2025 Q2
|
7/30/2025 |
387
|
$2.8 B
|
| Strategic Blueprint, LLC |
2025 Q2
|
7/30/2025 |
679
|
$2.0 B
|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2025 Q2
|
7/30/2025 |
906
|
$3.1 B
|
| Capital Wealth Alliance, LLC |
2025 Q2
|
7/30/2025 |
74
|
$190 M
|
| Capital Investment Services of America, Inc. |
2025 Q2
|
7/30/2025 |
84
|
$1.1 B
|
| Sloy Dahl & Holst, LLC |
2025 Q2
|
7/30/2025 |
111
|
$720 M
|
| LifeWealth Investments, LLC |
2025 Q2
|
7/30/2025 |
211
|
$310 M
|
| Skorpios Trust |
2025 Q2
|
7/30/2025 |
2
|
$37 M
|
| OLD POINT TRUST & FINANCIAL SERVICES N A |
2025 Q2 - NEW HOLDINGS
|
7/30/2025 |
357
|
$290 M
|
| Granite Harbor Advisors, Inc. |
2025 Q2
|
7/30/2025 |
118
|
$210 M
|
| RNC CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/30/2025 |
170
|
$2.1 B
|
| Tributary Capital Management, LLC |
2025 Q2
|
7/30/2025 |
168
|
$1.1 B
|
| Freedom Investment Management, Inc. |
2025 Q2
|
7/30/2025 |
841
|
$1.3 B
|
| PARAGON FINANCIAL PARTNERS, INC. |
2025 Q2
|
7/30/2025 |
70
|
$150 M
|
| Fusion Family Wealth LLC |
2025 Q2
|
7/30/2025 |
47
|
$1.2 B
|
| Axiom Financial Strategies, LLC |
2025 Q2
|
7/30/2025 |
40
|
$180 M
|
| EnRich Financial Partners LLC |
2025 Q2
|
7/30/2025 |
59
|
$330 M
|
| Insight Advisors, LLC/ PA |
2025 Q2
|
7/30/2025 |
289
|
$620 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/30/2025 |
40
|
$190 M
|
| Reliant Investment Management, LLC |
2025 Q2
|
7/30/2025 |
56
|
$230 M
|
| CONNORS INVESTOR SERVICES INC |
2025 Q2
|
7/30/2025 |
156
|
$1.1 B
|
| Warther Private Wealth, LLC |
2025 Q2
|
7/30/2025 |
57
|
$380 M
|
| CASTLE WEALTH MANAGEMENT LLC |
2025 Q2
|
7/30/2025 |
122
|
$280 M
|
| Rehmann Capital Advisory Group |
2025 Q2
|
7/30/2025 |
610
|
$1.7 B
|
| DUDLEY CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/30/2025 |
129
|
$200 M
|
| Parcion Private Wealth LLC |
2025 Q2
|
7/30/2025 |
415
|
$1.4 B
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2025 Q2
|
7/30/2025 |
54
|
$630 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2025 Q2
|
7/30/2025 |
97
|
$2.8 B
|
| Paragon Advisors, LLC |
2025 Q2
|
7/30/2025 |
81
|
$380 M
|
| Bleakley Financial Group, LLC |
2025 Q2
|
7/30/2025 |
570
|
$3.9 B
|
| Rothschild Capital Partners, LLC |
2025 Q2
|
7/30/2025 |
91
|
$380 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2025 Q2
|
7/30/2025 |
40
|
$220 M
|
| White Lighthouse Investment Management Inc. |
2025 Q2
|
7/30/2025 |
138
|
$610 M
|
| Pacific Wealth Management |
2025 Q2
|
7/30/2025 |
22
|
$200 M
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2025 Q2
|
7/30/2025 |
145
|
$800 M
|
| Meadow Creek Wealth Advisors LLC |
2025 Q2
|
7/30/2025 |
142
|
$150 M
|
| Caliber Wealth Management, LLC / KS |
2025 Q2
|
7/30/2025 |
282
|
$930 M
|
| BlueChip Wealth Advisors LLC |
2025 Q2
|
7/30/2025 |
168
|
$220 M
|
| ARK Investment Management LLC |
2025 Q2
|
7/30/2025 |
191
|
$14 B
|
| BCM ADVISORS, LLC |
2025 Q2
|
7/30/2025 |
70
|
$470 M
|
| Stephens Investment Management Group LLC |
2025 Q2
|
7/30/2025 |
178
|
$7.6 B
|
| KPP Advisory Services LLC |
2025 Q2 - RESTATEMENT
|
7/30/2025 |
308
|
$610 M
|
| FIRST CITIZENS BANK & TRUST CO |
2025 Q2
|
7/30/2025 |
863
|
$5.5 B
|
| ROMAN BUTLER FULLERTON & CO |
2025 Q2
|
7/30/2025 |
242
|
$340 M
|
| Canal Insurance CO |
2025 Q2
|
7/30/2025 |
71
|
$450 M
|
| Paralel Advisors LLC |
2025 Q2
|
7/30/2025 |
108
|
$2.5 B
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2025 Q2
|
7/30/2025 |
619
|
$11 B
|
| BERNZOTT CAPITAL ADVISORS |
2025 Q2
|
7/30/2025 |
33
|
$200 M
|
| Cornerstone Advisory, LLC |
2025 Q2
|
7/30/2025 |
241
|
$930 M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q2
|
7/30/2025 |
153
|
$1.3 B
|
| FOGEL CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/30/2025 |
53
|
$190 M
|
| Forum Financial Management, LP |
2025 Q2
|
7/30/2025 |
1,053
|
$6.6 B
|
| Ethic Inc. |
2025 Q2
|
7/30/2025 |
1,215
|
$5.6 B
|
| FNY Investment Advisers, LLC |
2025 Q2
|
7/30/2025 |
1,100
|
$240 M
|
| Chokshi & Queen Wealth Advisors, Inc |
2025 Q2
|
7/30/2025 |
54
|
$170 M
|
| STUDIO INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/30/2025 |
173
|
$500 M
|
| Private Capital Advisors, Inc. |
2025 Q2
|
7/30/2025 |
82
|
$820 M
|
| Terra Alpha Investments LLC |
2025 Q2
|
7/30/2025 |
29
|
$96 M
|
| SCHULHOFF & CO INC |
2025 Q2
|
7/30/2025 |
135
|
$230 M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/30/2025 |
56
|
$150 M
|
| Sentry LLC |
2025 Q2
|
7/30/2025 |
131
|
$500 M
|
| EXENCIAL WEALTH ADVISORS, LLC |
2025 Q2
|
7/30/2025 |
492
|
$2.8 B
|
| Benin Management CORP |
2025 Q2
|
7/30/2025 |
131
|
$380 M
|
| DENALI ADVISORS LLC |
2025 Q2
|
7/30/2025 |
288
|
$960 M
|
| Brookstone Capital Management |
2025 Q2
|
7/30/2025 |
1,061
|
$7.6 B
|