| EVERMAY WEALTH MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
573
|
$810 M
|
| Conestoga Capital Advisors, LLC |
2025 Q2
|
7/29/2025 |
122
|
$6.8 B
|
| Fairway Wealth LLC |
2025 Q2
|
7/29/2025 |
180
|
$310 M
|
| Lorne Steinberg Wealth Management Inc. |
2025 Q2
|
7/29/2025 |
70
|
$380 M
|
| Alexis Investment Partners, LLC |
2025 Q2
|
7/29/2025 |
43
|
$230 M
|
| WBH ADVISORY INC |
2025 Q2
|
7/29/2025 |
334
|
$1.2 B
|
| CMG Global Holdings, LLC |
2025 Q2
|
7/29/2025 |
90
|
$190 M
|
| Financial Advisors, LLC |
2025 Q2
|
7/29/2025 |
78
|
$540 M
|
| Salus Financial Advisors, LLC |
2025 Q2
|
7/29/2025 |
33
|
$150 M
|
| Mountain Capital Investment Advisors Inc. |
2025 Q2
|
7/29/2025 |
73
|
$520 M
|
| Altus Wealth Group LLC |
2025 Q2
|
7/29/2025 |
138
|
$230 M
|
| Madison Wealth Partners, Inc |
2025 Q2
|
7/29/2025 |
174
|
$460 M
|
| LMG Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
139
|
$490 M
|
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2025 Q2
|
7/29/2025 |
147
|
$290 M
|
| Balboa Wealth Partners |
2025 Q2
|
7/29/2025 |
378
|
$500 M
|
| LB Partners LLC |
2025 Q2
|
7/29/2025 |
23
|
$160 M
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
2025 Q2
|
7/29/2025 |
99
|
$230 M
|
| Eos Management, L.P. |
2025 Q2
|
7/29/2025 |
38
|
$230 M
|
| West Tower Group, LLC |
2025 Q2
|
7/29/2025 |
77
|
$46 M
|
| Alaska Permanent Capital Management, LLC |
2025 Q2
|
7/29/2025 |
38
|
$1.3 B
|
| STEPHENS INC /AR/ |
2025 Q2
|
7/29/2025 |
1,274
|
$7.3 B
|
| Alaska Wealth Advisors |
2025 Q2
|
7/29/2025 |
78
|
$700 M
|
| Beverly Hills Private Wealth, LLC |
2025 Q2
|
7/29/2025 |
1,050
|
$530 M
|
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q2
|
7/29/2025 |
2
|
$110 M
|
| MEMBERS CAPITAL ADVISORS INC |
2025 Q2
|
7/29/2025 |
30
|
$87 M
|
| Grunden Financial Advisory, Inc. |
2025 Q2
|
7/29/2025 |
31
|
$230 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
498
|
$180 M
|
| REGIONS FINANCIAL CORP |
2025 Q2
|
7/29/2025 |
1,023
|
$15 B
|
| Chicago Partners Investment Group LLC |
2025 Q2
|
7/29/2025 |
1,095
|
$3.5 B
|
| Mezzasalma Advisors, LLC |
2025 Q2
|
7/29/2025 |
145
|
$330 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
43
|
$250 M
|
| Alpha Wealth Funds, LLC |
2025 Q2
|
7/29/2025 |
46
|
$120 M
|
| SIGMA INVESTMENT COUNSELORS INC |
2025 Q2
|
7/29/2025 |
196
|
$1.8 B
|
| Aull & Monroe Investment Management Corp |
2025 Q2
|
7/29/2025 |
123
|
$190 M
|
| Wingate Wealth Advisors, Inc. |
2025 Q2
|
7/29/2025 |
101
|
$110 M
|
| Pinnacle Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
39
|
$120 M
|
| Flavin Financial Services, Inc. |
2025 Q2
|
7/29/2025 |
65
|
$100 M
|
| AXIS CAPITAL HOLDINGS LTD |
2025 Q2
|
7/29/2025 |
2
|
$240 M
|
| Sowa Financial Group, Inc. |
2025 Q2
|
7/29/2025 |
27
|
$160 M
|
| FLC Capital Advisors |
2025 Q2
|
7/29/2025 |
201
|
$480 M
|
| Financial Symmetry Inc |
2025 Q2
|
7/29/2025 |
48
|
$190 M
|
| Elevation Capital Advisory, LLC |
2025 Q2
|
7/29/2025 |
56
|
$250 M
|
| ODonnell Financial Services, LLC |
2025 Q2
|
7/29/2025 |
50
|
$260 M
|
| Orin Green Financial, LLC |
2025 Q2
|
7/29/2025 |
78
|
$240 M
|
| RPOA Advisors, Inc. |
2025 Q2
|
7/29/2025 |
8
|
$3.7 B
|
| Accretive Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
150
|
$300 M
|
| AIGH Capital Management LLC |
2025 Q2
|
7/29/2025 |
70
|
$220 M
|
| LYELL WEALTH MANAGEMENT, LP |
2025 Q2
|
7/29/2025 |
219
|
$1.3 B
|
| Members Advisory Group LLC |
2025 Q2
|
7/29/2025 |
35
|
$270 M
|
| Unison Advisors LLC |
2025 Q2
|
7/29/2025 |
177
|
$890 M
|
| Community Bank of Raymore |
2025 Q2
|
7/29/2025 |
116
|
$140 M
|
| Swan Global Investments, LLC |
2025 Q2
|
7/29/2025 |
80
|
$3.6 B
|
| UHLMANN PRICE SECURITIES, LLC |
2025 Q2
|
7/29/2025 |
187
|
$140 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2025 Q2
|
7/29/2025 |
185
|
$2.3 B
|
| Calamos Wealth Management LLC |
2025 Q2
|
7/29/2025 |
355
|
$2.4 B
|
| Cohalo Advisory LLC |
2025 Q2
|
7/29/2025 |
14
|
$1.3 M
|
| Socha Financial Group, LLC |
2025 Q2
|
7/29/2025 |
24
|
$220 M
|
| PARTHENON LLC |
2025 Q2
|
7/29/2025 |
126
|
$870 M
|
| CIDEL ASSET MANAGEMENT INC |
2025 Q2
|
7/29/2025 |
360
|
$1.7 B
|
| Salomon & Ludwin, LLC |
2025 Q2
|
7/29/2025 |
1,121
|
$1.0 B
|
| Forvis Mazars Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
396
|
$4.6 B
|
| CRUX WEALTH ADVISORS |
2025 Q2
|
7/29/2025 |
166
|
$230 M
|
| Northwest Quadrant Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
70
|
$450 M
|
| WENDELL DAVID ASSOCIATES INC |
2025 Q2
|
7/29/2025 |
147
|
$990 M
|
| Disciplined Investments, LLC |
2025 Q2
|
7/29/2025 |
124
|
$240 M
|
| Financial Synergies Wealth Advisors, Inc. |
2025 Q2
|
7/29/2025 |
108
|
$920 M
|
| JOHN G ULLMAN & ASSOCIATES INC |
2025 Q2
|
7/29/2025 |
174
|
$670 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2025 Q2
|
7/29/2025 |
266
|
$230 M
|
| Kelman-Lazarov, Inc. |
2025 Q2
|
7/29/2025 |
122
|
$620 M
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2025 Q2
|
7/29/2025 |
209
|
$380 M
|
| Violich Capital Management, Inc. |
2025 Q2
|
7/29/2025 |
98
|
$710 M
|
| First Bancorp, Inc /ME/ |
2025 Q2
|
7/29/2025 |
230
|
$170 M
|
| Shelter Ins Retirement Plan |
2025 Q2
|
7/29/2025 |
8
|
$85 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
197
|
$1.2 B
|
| Shelter Mutual Insurance Co |
2025 Q2
|
7/29/2025 |
58
|
$430 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/29/2025 |
49
|
$220 M
|
| Arnhold LLC |
2025 Q2
|
7/29/2025 |
119
|
$1.1 B
|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
417
|
$38 B
|
| Siguler Guff Advisers, LLC |
2025 Q2
|
7/29/2025 |
2
|
$70 M
|
| TrueMark Investments, LLC |
2025 Q2
|
7/29/2025 |
139
|
$460 M
|
| Schubert & Co |
2025 Q2
|
7/29/2025 |
70
|
$140 M
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
1,377
|
$9.3 B
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2025 Q2
|
7/29/2025 |
140
|
$540 M
|
| RPM Capital Partners, LLC |
2025 Q2
|
7/29/2025 |
1
|
$81 M
|
| Monument Group Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
52
|
$160 M
|
| Planned Solutions, Inc. |
2025 Q2
|
7/29/2025 |
123
|
$260 M
|
| BKM Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
157
|
$260 M
|
| Strategy Capital LLC |
2025 Q1 - RESTATEMENT
|
7/29/2025 |
10
|
$1.1 B
|
| Palmer Knight Co |
2025 Q2
|
7/29/2025 |
37
|
$230 M
|
| Gladwyn Financial Advisors, Inc. |
2025 Q2
|
7/29/2025 |
108
|
$130 M
|
| Northern Capital Management, Inc. |
2025 Q2
|
7/29/2025 |
44
|
$170 M
|
| SWMG, LLC |
2025 Q2
|
7/29/2025 |
122
|
$300 M
|
| VIRGINIA RETIREMENT SYSTEMS ET Al |
2025 Q2
|
7/29/2025 |
932
|
$14 B
|
| AMERICAN SECURITIES LLC |
2025 Q2
|
7/29/2025 |
1
|
$1.1 B
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2025 Q2
|
7/29/2025 |
918
|
$4.3 B
|
| United Bank |
2025 Q2
|
7/29/2025 |
116
|
$260 M
|
| Level Wealth Management LLC |
2025 Q2
|
7/29/2025 |
61
|
$170 M
|
| Arcus Capital Partners, LLC |
2025 Q2
|
7/29/2025 |
124
|
$230 M
|
| Burford Brothers, Inc. |
2025 Q2
|
7/29/2025 |
161
|
$220 M
|
| Goldstein Advisors, LLC |
2025 Q2
|
7/29/2025 |
210
|
$740 M
|