| BCO Wealth Management LLC |
2025 Q3
|
10/14/2025 |
37
|
$150 M
|
| HWG Holdings LP |
2025 Q3
|
10/14/2025 |
57
|
$390 M
|
| Fort Henry Capital, LLC |
2025 Q3
|
10/14/2025 |
17
|
$160 M
|
| Wealth Alliance Advisory Group, LLC |
2025 Q3
|
10/14/2025 |
191
|
$550 M
|
| Revolve Wealth Partners, LLC |
2025 Q3
|
10/14/2025 |
232
|
$830 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2025 Q3
|
10/14/2025 |
1,081
|
$370 M
|
| Monument Capital Management |
2025 Q3
|
10/14/2025 |
226
|
$400 M
|
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2025 Q3
|
10/14/2025 |
95
|
$430 M
|
| Welch Group, LLC |
2025 Q3
|
10/14/2025 |
299
|
$2.6 B
|
| White Pine Investment CO |
2025 Q3
|
10/14/2025 |
67
|
$420 M
|
| Great Waters Wealth Management |
2025 Q3
|
10/14/2025 |
114
|
$850 M
|
| Ellenbecker Investment Group |
2025 Q3
|
10/14/2025 |
128
|
$680 M
|
| True North Advisors, LLC |
2025 Q3
|
10/14/2025 |
215
|
$630 M
|
| OLD NATIONAL BANCORP /IN/ |
2025 Q3
|
10/14/2025 |
1,260
|
$5.8 B
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/14/2025 |
22
|
$220 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/14/2025 |
229
|
$700 M
|
| Stash Investments, LLC |
2025 Q3
|
10/14/2025 |
5
|
$230 M
|
| DOHJ, LLC |
2025 Q3
|
10/14/2025 |
1
|
$0
|
| Weitzel Financial Services, Inc. |
2025 Q3
|
10/14/2025 |
48
|
$250 M
|
| SECURITY NATIONAL BANK OF SO DAK |
2025 Q3
|
10/14/2025 |
166
|
$200 M
|
| RIDGECREST WEALTH PARTNERS, LLC |
2025 Q3
|
10/14/2025 |
118
|
$220 M
|
| KIRR MARBACH & CO LLC /IN/ |
2025 Q3
|
10/14/2025 |
57
|
$550 M
|
| Bulwark Capital Corp |
2025 Q3
|
10/14/2025 |
101
|
$130 M
|
| Westwind Capital |
2025 Q3
|
10/14/2025 |
37
|
$480 M
|
| Gridiron Partners, LLC |
2025 Q3
|
10/14/2025 |
67
|
$180 M
|
| Boulay Financial Advisors, LLC |
2025 Q2 - RESTATEMENT
|
10/14/2025 |
4
|
$660 M
|
| Matrix Trust Co |
2025 Q3
|
10/14/2025 |
249
|
$640 M
|
| FIDUCIARY ADVISORS, INC. |
2025 Q3
|
10/14/2025 |
97
|
$120 M
|
| SHIKIAR ASSET MANAGEMENT INC |
2025 Q3
|
10/14/2025 |
103
|
$400 M
|
| DiNuzzo Private Wealth, Inc. |
2025 Q3
|
10/14/2025 |
1,373
|
$880 M
|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
2025 Q3
|
10/14/2025 |
140
|
$150 M
|
| Boulay Financial Advisors, LLC |
2025 Q3
|
10/14/2025 |
4
|
$710 M
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/14/2025 |
1,888
|
$9.4 B
|
| ARGENT CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/14/2025 |
155
|
$3.7 B
|
| Martel Wealth Advisors Inc |
2025 Q3
|
10/14/2025 |
70
|
$570 M
|
| Intergy Private Wealth, LLC |
2025 Q3
|
10/14/2025 |
109
|
$320 M
|
| Kopion Asset Management, LLC |
2025 Q3
|
10/14/2025 |
19
|
$150 M
|
| Affiance Financial, LLC |
2025 Q3
|
10/14/2025 |
104
|
$550 M
|
| TRUST CO OF VERMONT |
2025 Q3
|
10/14/2025 |
1,367
|
$2.3 B
|
| ADG Wealth Management Group, LLC |
2025 Q3
|
10/14/2025 |
30
|
$130 M
|
| Deane Retirement Strategies, Inc. |
2025 Q3
|
10/14/2025 |
70
|
$230 M
|
| Prism Advisors, Inc. |
2025 Q3
|
10/14/2025 |
75
|
$370 M
|
| CULTIVAR CAPITAL, INC. |
2025 Q3
|
10/14/2025 |
41
|
$150 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q3
|
10/14/2025 |
201
|
$6.3 B
|
| Holland Advisory Services, Inc. |
2025 Q3
|
10/14/2025 |
45
|
$73 M
|
| Alpha Wealth Funds, LLC |
2025 Q3
|
10/14/2025 |
49
|
$140 M
|
| Farther Finance Advisors, LLC |
2025 Q3
|
10/14/2025 |
4,974
|
$6.6 B
|
| TL Private Wealth |
2025 Q3
|
10/14/2025 |
43
|
$250 M
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q3
|
10/14/2025 |
117
|
$530 M
|
| 21 West Wealth Management LLC |
2025 Q3
|
10/14/2025 |
58
|
$110 M
|
| Parcion Private Wealth LLC |
2025 Q3
|
10/14/2025 |
486
|
$1.6 B
|
| Cranbrook Wealth Management, LLC |
2025 Q3
|
10/14/2025 |
393
|
$500 M
|
| CJM Wealth Advisers, Ltd. |
2025 Q3
|
10/14/2025 |
74
|
$330 M
|
| BAXTER BROS INC |
2025 Q3
|
10/14/2025 |
163
|
$870 M
|
| PATTON FUND MANAGEMENT, INC. |
2025 Q3
|
10/14/2025 |
457
|
$560 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q3
|
10/14/2025 |
101
|
$630 M
|
| XR Securities LLC |
2025 Q3
|
10/14/2025 |
1
|
$0
|
| DELTA CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/14/2025 |
101
|
$190 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2025 Q3
|
10/14/2025 |
51
|
$700 M
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q3
|
10/14/2025 |
456
|
$7.0 B
|
| Oriental Harbor Investment Master Fund |
2025 Q3
|
10/14/2025 |
17
|
$1.3 B
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2025 Q3
|
10/14/2025 |
130
|
$300 M
|
| Euro Pacific Asset Management, LLC |
2025 Q3
|
10/14/2025 |
89
|
$830 M
|
| O'Keefe Stevens Advisory, Inc. |
2025 Q3
|
10/14/2025 |
67
|
$370 M
|
| M & L Capital Management Ltd |
2025 Q3
|
10/14/2025 |
25
|
$500 M
|
| Quantum Financial Planning Services, Inc. |
2025 Q3
|
10/14/2025 |
49
|
$250 M
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2025 Q3
|
10/14/2025 |
80
|
$1.8 B
|
| Paladin Wealth, LLC |
2025 Q3
|
10/14/2025 |
111
|
$140 M
|
| Meritas Wealth Management, LLC |
2025 Q3
|
10/14/2025 |
59
|
$200 M
|
| AIFG Consultants Ltd. |
2025 Q3
|
10/14/2025 |
48
|
$57 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2025 Q3
|
10/14/2025 |
168
|
$450 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2025 Q3 - RESTATEMENT
|
10/14/2025 |
870
|
$280 M
|
| Security Financial Services, INC. |
2025 Q3
|
10/14/2025 |
202
|
$620 M
|
| West Financial Advisors, LLC |
2025 Q3
|
10/14/2025 |
193
|
$600 M
|
| Dougherty Wealth Advisers LLC |
2025 Q3
|
10/14/2025 |
112
|
$160 M
|
| Bernard Wealth Management Corp. |
2025 Q3
|
10/14/2025 |
342
|
$240 M
|
| Coho Partners, Ltd. |
2025 Q3
|
10/14/2025 |
32
|
$780 M
|
| Kentucky Trust Co |
2025 Q3
|
10/14/2025 |
294
|
$180 M
|
| Berkshire Money Management, Inc. |
2025 Q3
|
10/14/2025 |
48
|
$970 M
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q3
|
10/14/2025 |
107
|
$1.1 B
|
| ABNER HERRMAN & BROCK LLC |
2025 Q3
|
10/14/2025 |
114
|
$970 M
|
| AA Financial Advisors, LLC |
2025 Q3
|
10/14/2025 |
190
|
$510 M
|
| Berger Financial Group, Inc |
2025 Q3
|
10/14/2025 |
445
|
$1.7 B
|
| BigSur Wealth Management LLC |
2025 Q3
|
10/14/2025 |
159
|
$410 M
|
| KCK LTD. |
2025 Q3
|
10/14/2025 |
2
|
$15 M
|
| McGrath & Associates, Inc. |
2025 Q3
|
10/14/2025 |
42
|
$67 M
|
| HBK Sorce Advisory LLC |
2025 Q3
|
10/14/2025 |
739
|
$4.6 B
|
| Platt Investment Counsel, LLC |
2025 Q3
|
10/14/2025 |
12
|
$130 M
|
| S.A. Mason LLC |
2025 Q3
|
10/14/2025 |
256
|
$230 M
|
| M. Kraus & Co |
2025 Q3
|
10/14/2025 |
84
|
$360 M
|
| OFI INVEST ASSET MANAGEMENT |
2025 Q3
|
10/14/2025 |
299
|
$4.7 B
|
| LongView Wealth Management |
2025 Q3
|
10/14/2025 |
225
|
$370 M
|
| Livelsberger Financial Advisory |
2025 Q3
|
10/14/2025 |
6
|
$2.7 M
|
| ARVEST INVESTMENTS, INC. |
2025 Q3
|
10/14/2025 |
187
|
$700 M
|
| Prairiewood Capital, LLC |
2025 Q3
|
10/14/2025 |
79
|
$300 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/14/2025 |
209
|
$790 M
|
| Sloy Dahl & Holst, LLC |
2025 Q3
|
10/14/2025 |
116
|
$940 M
|
| BlueSky Wealth Advisors, LLC |
2025 Q3
|
10/14/2025 |
80
|
$740 M
|
| EXCHANGE TRADED CONCEPTS, LLC |
2025 Q3
|
10/14/2025 |
2,409
|
$12 B
|
| VANTAGE WEALTH |
2025 Q3
|
10/14/2025 |
29
|
$460 M
|