| Tassel Capital Management, Inc. |
2025 Q3
|
10/27/2025 |
37
|
$160 M
|
| GERBER, LLC |
2025 Q3
|
10/27/2025 |
84
|
$160 M
|
| KENNEDY INVESTMENT GROUP |
2025 Q3
|
10/27/2025 |
138
|
$250 M
|
| True Vision MN LLC |
2025 Q3
|
10/27/2025 |
108
|
$190 M
|
| BLALOCK WILLIAMS, LLC |
2025 Q3
|
10/27/2025 |
133
|
$110 M
|
| Sunbeam Capital Management, LLC |
2025 Q3
|
10/27/2025 |
103
|
$160 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/27/2025 |
195
|
$170 M
|
| BALANCED WEALTH GROUP LLC |
2025 Q3
|
10/27/2025 |
69
|
$230 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2025 Q3
|
10/27/2025 |
61
|
$140 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/27/2025 |
37
|
$210 M
|
| Cassia Capital Partners, LLC |
2025 Q3
|
10/27/2025 |
60
|
$180 M
|
| FIRST NATIONAL CORP /MA/ /ADV |
2025 Q3
|
10/27/2025 |
174
|
$530 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2025 Q3
|
10/27/2025 |
345
|
$410 M
|
| Genesis Wealth Advisors, LLC |
2025 Q3
|
10/27/2025 |
63
|
$140 M
|
| Greenhouse Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
61
|
$170 M
|
| BostonPremier Wealth LLC |
2025 Q3
|
10/27/2025 |
73
|
$200 M
|
| Safir Wealth Advisors, LLC |
2025 Q3
|
10/27/2025 |
16
|
$140 M
|
| Sharp Financial Services, LLC |
2025 Q3
|
10/27/2025 |
105
|
$180 M
|
| Avantra Family Wealth, Inc. |
2025 Q3
|
10/27/2025 |
161
|
$130 M
|
| Roberts Financial LLC |
2025 Q3
|
10/27/2025 |
30
|
$310 M
|
| Procyon Advisors, LLC |
2025 Q3
|
10/27/2025 |
507
|
$1.7 B
|
| Well Done, LLC |
2025 Q3
|
10/27/2025 |
187
|
$590 M
|
| MBE Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
138
|
$230 M
|
| SUTTON PLACE INVESTORS LLC |
2025 Q3
|
10/27/2025 |
122
|
$180 M
|
| Octavia Wealth Advisors, LLC |
2025 Q3
|
10/27/2025 |
259
|
$1.0 B
|
| Erickson Financial Group, LLC |
2025 Q3
|
10/27/2025 |
26
|
$160 M
|
| Impact Capital Partners LLC |
2025 Q3
|
10/27/2025 |
267
|
$330 M
|
| POSTROCK PARTNERS LLC |
2025 Q3
|
10/27/2025 |
83
|
$230 M
|
| CONNING INC. |
2025 Q3
|
10/27/2025 |
352
|
$3.0 B
|
| Elevate Capital Advisors, LLC |
2025 Q3
|
10/27/2025 |
75
|
$140 M
|
| Orin Green Financial, LLC |
2025 Q3
|
10/27/2025 |
88
|
$250 M
|
| Munro Partners |
2022 Q4
|
10/27/2025 |
35
|
$1.7 B
|
| Munro Partners |
2022 Q3
|
10/27/2025 |
33
|
$1.7 B
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/27/2025 |
166
|
$300 M
|
| Munro Partners |
2022 Q2
|
10/27/2025 |
29
|
$1.7 B
|
| Munro Partners |
2022 Q1
|
10/27/2025 |
28
|
$2.8 B
|
| Munro Partners |
2021 Q4
|
10/27/2025 |
27
|
$3.6 B
|
| Munro Partners |
2021 Q3
|
10/27/2025 |
27
|
$2.9 B
|
| ARGUS INVESTORS' COUNSEL, INC. |
2025 Q3
|
10/27/2025 |
110
|
$130 M
|
| Munro Partners |
2021 Q2
|
10/27/2025 |
23
|
$2.9 B
|
| EQ WEALTH ADVISORS, LLC |
2025 Q3
|
10/27/2025 |
49
|
$150 M
|
| Munro Partners |
2021 Q1
|
10/27/2025 |
25
|
$2.3 B
|
| Munro Partners |
2020 Q4
|
10/27/2025 |
28
|
$2.3 B
|
| Munro Partners |
2020 Q3
|
10/27/2025 |
24
|
$1.5 B
|
| Munro Partners |
2020 Q2
|
10/27/2025 |
24
|
$890 M
|
| Munro Partners |
2020 Q1
|
10/27/2025 |
24
|
$490 M
|
| Munro Partners |
2019 Q4
|
10/27/2025 |
27
|
$710 M
|
| Munro Partners |
2023 Q4
|
10/27/2025 |
53
|
$2.2 B
|
| Munro Partners |
2023 Q3
|
10/27/2025 |
38
|
$2.0 B
|
| Munro Partners |
2023 Q2
|
10/27/2025 |
33
|
$2.2 B
|
| Hartford Financial Management Inc. |
2025 Q3
|
10/27/2025 |
340
|
$380 M
|
| Munro Partners |
2023 Q1
|
10/27/2025 |
36
|
$2.0 B
|
| MERITAGE PORTFOLIO MANAGEMENT |
2025 Q3
|
10/27/2025 |
329
|
$1.5 B
|
| Bolthouse Investments, LLC |
2025 Q3
|
10/27/2025 |
73
|
$110 M
|
| FIRST HORIZON CORP |
2025 Q3
|
10/27/2025 |
2,021
|
$2.1 B
|
| Creekside Partners |
2025 Q3
|
10/27/2025 |
172
|
$230 M
|
| Mowery & Schoenfeld Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
383
|
$58 M
|
| Gradient Capital Advisors, LLC |
2025 Q3
|
10/27/2025 |
167
|
$370 M
|
| Lattice Capital Management, LLC |
2025 Q3
|
10/27/2025 |
23
|
$100 M
|
| Elite Wealth Management, Inc. |
2025 Q3
|
10/27/2025 |
49
|
$390 M
|
| Eliot Finkel Investment Counsel, LLC |
2025 Q3
|
10/27/2025 |
33
|
$170 M
|
| STEPHENS INC /AR/ |
2025 Q3
|
10/27/2025 |
1,321
|
$7.8 B
|
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) |
2025 Q3
|
10/27/2025 |
1
|
$120 M
|
| OPTIMA CAPITAL LLC |
2025 Q3
|
10/27/2025 |
264
|
$210 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2025 Q3
|
10/27/2025 |
157
|
$230 M
|
| CULLINAN ASSOCIATES INC |
2025 Q3
|
10/27/2025 |
213
|
$1.5 B
|
| Versant Capital Management, Inc |
2025 Q3
|
10/27/2025 |
2,635
|
$730 M
|
| Pacific Capital Partners Ltd |
2025 Q3
|
10/27/2025 |
34
|
$90 M
|
| Caldwell Investment Management Ltd. |
2025 Q3
|
10/27/2025 |
26
|
$150 M
|
| Henry James International Management Inc. |
2025 Q3
|
10/27/2025 |
97
|
$330 M
|
| HOERTKORN RICHARD CHARLES |
2025 Q3
|
10/27/2025 |
79
|
$260 M
|
| ASHTON THOMAS SECURITIES, LLC |
2025 Q3
|
10/27/2025 |
403
|
$720 M
|
| Jacobsen Capital Management |
2025 Q3
|
10/27/2025 |
121
|
$300 M
|
| Gray Private Wealth, LLC |
2025 Q3
|
10/27/2025 |
46
|
$200 M
|
| Bestgate Wealth Advisors, LLC |
2025 Q3
|
10/27/2025 |
57
|
$57 M
|
| LVZ, Inc. |
2025 Q3
|
10/27/2025 |
162
|
$880 M
|
| Pullen Investment Management, LLC |
2025 Q3
|
10/27/2025 |
99
|
$180 M
|
| Cooper Capital Advisors LLC |
2025 Q3
|
10/27/2025 |
43
|
$150 M
|
| Summa Corp. |
2025 Q3
|
10/27/2025 |
82
|
$230 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2025 Q3
|
10/27/2025 |
326
|
$470 M
|
| Lakeside Advisors, INC. |
2025 Q3
|
10/27/2025 |
63
|
$160 M
|
| MANNING & NAPIER ADVISORS LLC |
2025 Q3
|
10/27/2025 |
451
|
$7.8 B
|
| KEATING INVESTMENT COUNSELORS INC |
2025 Q3
|
10/27/2025 |
61
|
$350 M
|
| Q3 Asset Management |
2025 Q3
|
10/27/2025 |
55
|
$290 M
|
| Midwest Heritage Bank, FSB |
2025 Q3
|
10/27/2025 |
59
|
$280 M
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
2025 Q3
|
10/27/2025 |
256
|
$650 M
|
| Global Wealth Management Investment Advisory, Inc. |
2025 Q3
|
10/27/2025 |
152
|
$600 M
|
| Meadow Creek Wealth Advisors LLC |
2025 Q3
|
10/27/2025 |
137
|
$150 M
|
| EASTERN BANK |
2025 Q3
|
10/27/2025 |
1,424
|
$5.6 B
|
| O'Dell Group, LLC |
2025 Q3
|
10/27/2025 |
42
|
$470 M
|
| Bolthouse Investments, LLC |
2025 Q2 - RESTATEMENT
|
10/27/2025 |
74
|
$100 M
|
| Roof Eidam Maycock Peralta, LLC |
2025 Q3
|
10/27/2025 |
127
|
$410 M
|
| Holcombe Financial, Inc. |
2025 Q3
|
10/27/2025 |
42
|
$140 M
|
| Midwest Capital Advisors, LLC |
2025 Q3
|
10/27/2025 |
211
|
$210 M
|
| Rosenthal | Henry Capital Advisors, Inc. |
2025 Q3
|
10/27/2025 |
39
|
$100 M
|
| Argentarii, LLC |
2025 Q3
|
10/27/2025 |
167
|
$250 M
|
| One Day In July LLC |
2025 Q3
|
10/27/2025 |
137
|
$1.2 B
|
| CAPITAL CITY TRUST CO/FL |
2025 Q3
|
10/27/2025 |
194
|
$410 M
|
| SAGE PRIVATE WEALTH GROUP, LLC |
2025 Q3
|
10/27/2025 |
89
|
$180 M
|
| VanderPol Investments L.L.C. |
2025 Q3
|
10/27/2025 |
64
|
$58 M
|