| Systelligence, LLC |
2025 Q2
|
7/29/2025 |
55
|
$540 M
|
| Independence Asset Advisors, LLC |
2025 Q2
|
7/29/2025 |
17
|
$160 M
|
| Millburn Ridgefield LLC /DE/ |
2025 Q2
|
7/29/2025 |
38
|
$4.2 B
|
| Ballast, Inc. |
2025 Q2
|
7/29/2025 |
151
|
$240 M
|
| Wealthstream Advisors, Inc. |
2025 Q2
|
7/29/2025 |
184
|
$600 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
849
|
$1.2 B
|
| DeDora Capital, Inc. |
2025 Q2
|
7/29/2025 |
115
|
$380 M
|
| MAGNOLIA GROUP, LLC |
2025 Q2
|
7/29/2025 |
10
|
$650 M
|
| SAM Advisors, LLC |
2025 Q2
|
7/29/2025 |
42
|
$290 M
|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
153
|
$240 M
|
| Stanley-Laman Group, Ltd. |
2025 Q2
|
7/29/2025 |
284
|
$670 M
|
| Curbstone Financial Management Corp |
2025 Q2
|
7/29/2025 |
200
|
$490 M
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/29/2025 |
76
|
$240 M
|
| Lutz Financial Services LLC |
2025 Q2
|
7/29/2025 |
97
|
$1.3 B
|
| Ariston Services Group |
2025 Q2
|
7/29/2025 |
71
|
$140 M
|
| Curative Ventures V LLC |
2025 Q2
|
7/29/2025 |
1
|
$40 M
|
| FOSTER & MOTLEY INC |
2025 Q2
|
7/29/2025 |
386
|
$1.7 B
|
| ShoreHaven Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
98
|
$240 M
|
| Tradewinds Capital Management, LLC |
2025 Q2
|
7/29/2025 |
642
|
$400 M
|
| Kondo Wealth Advisors, Inc. |
2025 Q2
|
7/29/2025 |
67
|
$230 M
|
| Bell & Brown Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
70
|
$280 M
|
| Hoese & Co LLP |
2025 Q2
|
7/29/2025 |
177
|
$120 M
|
| Robinson Value Management, Ltd. |
2025 Q2
|
7/29/2025 |
69
|
$160 M
|
| VISTA FINANCE, LLC |
2025 Q2
|
7/29/2025 |
54
|
$120 M
|
| MANCHESTER FINANCIAL INC |
2025 Q2
|
7/29/2025 |
121
|
$480 M
|
| Progressive Investment Management Corp |
2025 Q2
|
7/29/2025 |
56
|
$390 M
|
| Marathon Strategic Advisors, LLC |
2025 Q2
|
7/29/2025 |
40
|
$110 M
|
| Private Wealth Management Group, LLC |
2025 Q2
|
7/29/2025 |
1,503
|
$300 M
|
| Hamlin Capital Management, LLC |
2025 Q2
|
7/29/2025 |
25
|
$4.3 B
|
| Koshinski Asset Management, Inc. |
2025 Q2
|
7/29/2025 |
690
|
$1.3 B
|
| Citizens Business Bank |
2025 Q2
|
7/29/2025 |
189
|
$510 M
|
| RWQ Financial Management Services, Inc. |
2025 Q2
|
7/29/2025 |
22
|
$240 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2025 Q2
|
7/29/2025 |
394
|
$480 M
|
| Quotient Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
343
|
$3.4 B
|
| May Barnhard Investments LLC |
2025 Q2
|
7/29/2025 |
90
|
$210 M
|
| Sanofi |
2025 Q2
|
7/29/2025 |
10
|
$180 M
|
| Ifrah Financial Services, Inc. |
2025 Q2
|
7/29/2025 |
200
|
$370 M
|
| MPS Loria Financial Planners, LLC |
2025 Q2
|
7/29/2025 |
80
|
$340 M
|
| ASPIRIANT, LLC |
2025 Q2
|
7/29/2025 |
309
|
$3.1 B
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
2025 Q2
|
7/29/2025 |
131
|
$150 M
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2025 Q2
|
7/29/2025 |
38
|
$21 M
|
| Otter Creek Advisors, LLC |
2025 Q2
|
7/29/2025 |
40
|
$140 M
|
| AKUNA SECURITIES LLC |
2025 Q2
|
7/29/2025 |
13
|
$20 B
|
| CapWealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
103
|
$1.0 B
|
| Financial Futures Ltd Liability Co. |
2025 Q2
|
7/29/2025 |
63
|
$190 M
|
| ALBERT D MASON INC |
2025 Q2
|
7/29/2025 |
143
|
$140 M
|
| Spectrum Investment Advisors, Inc. |
2025 Q2
|
7/29/2025 |
24
|
$170 M
|
| Stordahl Capital Management, Inc. |
2025 Q2
|
7/29/2025 |
64
|
$450 M
|
| Palliser Capital (UK) Ltd |
2025 Q2
|
7/29/2025 |
5
|
$140 M
|
| Nicholson Wealth Management Group, LLC |
2025 Q2
|
7/29/2025 |
107
|
$160 M
|
| Carmel Capital Partners, LLC |
2025 Q2
|
7/29/2025 |
154
|
$290 M
|
| Liquid Strategies, LLC |
2025 Q2
|
7/29/2025 |
7
|
$460 M
|
| Yoffe Investment Management, LLC |
2025 Q2
|
7/29/2025 |
114
|
$73 M
|
| Catawba River Capital |
2025 Q2
|
7/29/2025 |
18
|
$200 M
|
| VELA Investment Management, LLC |
2025 Q2
|
7/29/2025 |
161
|
$370 M
|
| Chevy Chase Trust Holdings, LLC |
2025 Q2
|
7/29/2025 |
1,147
|
$34 B
|
| Tweedy, Browne Co LLC |
2025 Q2
|
7/29/2025 |
91
|
$1.1 B
|
| EASTERLY INVESTMENT PARTNERS LLC |
2025 Q2
|
7/29/2025 |
197
|
$1.4 B
|
| First National Bank of Hutchinson |
2025 Q2
|
7/29/2025 |
157
|
$160 M
|
| Cannon Global Investment Management, LLC |
2025 Q2
|
7/29/2025 |
68
|
$49 M
|
| Huntleigh Advisors, Inc. |
2025 Q2
|
7/29/2025 |
270
|
$520 M
|
| Portman Square Capital LLP |
2025 Q2
|
7/29/2025 |
177
|
$3.4 B
|
| JTC Employer Solutions Trustee Ltd |
2025 Q2
|
7/29/2025 |
310
|
$1.0 B
|
| Dale Q Rice Investment Management Ltd |
2025 Q2
|
7/29/2025 |
67
|
$120 M
|
| Rodgers & Associates, LTD |
2025 Q2
|
7/29/2025 |
103
|
$910 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
213
|
$1.3 B
|
| HARTLINE INVESTMENT CORP/ |
2025 Q2
|
7/29/2025 |
104
|
$880 M
|
| Applied Finance Capital Management, LLC |
2025 Q2
|
7/29/2025 |
308
|
$1.5 B
|
| Riverbend Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
135
|
$130 M
|
| Compound Global Advisors, LLC |
2025 Q2
|
7/29/2025 |
17
|
$1.1 M
|
| Financial Guidance Group, Inc. |
2025 Q2
|
7/29/2025 |
84
|
$210 M
|
| Oriental Harbor Investment Master Fund |
2025 Q2 - RESTATEMENT
|
7/29/2025 |
13
|
$1.1 B
|
| Sage Private Wealth Group, LLC |
2025 Q2
|
7/29/2025 |
86
|
$160 M
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2025 Q2
|
7/29/2025 |
87
|
$210 M
|
| Coho Partners, Ltd. |
2025 Q2
|
7/29/2025 |
34
|
$1.3 B
|
| Roof Eidam Maycock Peralta, LLC |
2025 Q2
|
7/29/2025 |
125
|
$410 M
|
| Kraft, Davis & Associates, LLC |
2025 Q2
|
7/29/2025 |
139
|
$360 M
|
| Aubrey Capital Management Ltd |
2025 Q2
|
7/29/2025 |
46
|
$280 M
|
| ANGELES WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
429
|
$1.5 B
|
| Two West Capital Advisors LLC |
2025 Q2
|
7/29/2025 |
91
|
$150 M
|
| Vectors Research Management, LLC |
2025 Q2
|
7/29/2025 |
119
|
$290 M
|
| S-Bank Fund Management Ltd |
2025 Q2
|
7/29/2025 |
209
|
$680 M
|
| Portland Financial Advisors Inc |
2025 Q2
|
7/29/2025 |
67
|
$42 M
|
| Arista Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
249
|
$720 M
|
| Stratos Wealth Partners, LTD. |
2025 Q2
|
7/29/2025 |
1,418
|
$7.4 B
|
| AssuredPartners Investment Advisors, LLC |
2025 Q2
|
7/29/2025 |
239
|
$410 M
|
| Koa Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
53
|
$130 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2025 Q2
|
7/29/2025 |
100
|
$150 M
|
| BXM Wealth LLC |
2025 Q2
|
7/29/2025 |
108
|
$84 M
|
| Stratos Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
669
|
$1.9 B
|
| PRIVATE TRUST CO NA |
2025 Q2
|
7/29/2025 |
2,476
|
$1.1 B
|
| Straight Path Wealth Management |
2025 Q2
|
7/29/2025 |
117
|
$290 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
2025 Q2
|
7/29/2025 |
74
|
$220 M
|
| Stratos Investment Management, LLC |
2025 Q2
|
7/29/2025 |
355
|
$2.2 B
|
| SilverOak Wealth Management LLC |
2025 Q2
|
7/29/2025 |
118
|
$530 M
|
| Mattson Financial Services, LLC |
2025 Q2
|
7/29/2025 |
164
|
$370 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2025 Q2
|
7/29/2025 |
222
|
$440 M
|
| Tide Cove Capital Partners LLC |
2025 Q2
|
7/29/2025 |
11
|
$130 M
|
| Oxbow Advisors, LLC |
2025 Q2
|
7/29/2025 |
209
|
$910 M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2025 Q2
|
7/29/2025 |
122
|
$570 M
|