| 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
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2025 Q3
|
10/27/2025 |
176
|
$330 M
|
| WealthPLAN Partners, LLC |
2025 Q3
|
10/27/2025 |
289
|
$670 M
|
| Japan Post Holdings Co., Ltd. |
2025 Q3
|
10/27/2025 |
1
|
$5.8 B
|
| WealthPlan Investment Management, LLC |
2025 Q3
|
10/27/2025 |
394
|
$1.5 B
|
| Plan Group Financial, LLC |
2025 Q3
|
10/27/2025 |
185
|
$370 M
|
| GENWORTH FINANCIAL INC |
2025 Q3
|
10/27/2025 |
2
|
$440 M
|
| Obermeyer Wealth Partners |
2025 Q3
|
10/27/2025 |
295
|
$2.1 B
|
| Hoxton Planning & Management, LLC |
2025 Q3
|
10/27/2025 |
217
|
$310 M
|
| Canal Insurance CO |
2025 Q3
|
10/27/2025 |
68
|
$470 M
|
| Donor Advised Charitable Giving, Inc. |
2025 Q3
|
10/27/2025 |
41
|
$5.0 B
|
| Brown Financial Advisory |
2025 Q3
|
10/27/2025 |
55
|
$190 M
|
| WESPAC Advisors, LLC |
2025 Q3
|
10/27/2025 |
177
|
$170 M
|
| Kera Capital Partners, Inc. |
2025 Q3
|
10/27/2025 |
423
|
$670 M
|
| Mountain Hill Investment Partners Corp. |
2025 Q3
|
10/27/2025 |
220
|
$110 M
|
| Retirement Planning Group, LLC |
2025 Q3
|
10/27/2025 |
407
|
$2.9 B
|
| Touchstone Capital, Inc. |
2025 Q3
|
10/27/2025 |
49
|
$200 M
|
| DAGCO, INC. |
2025 Q3
|
10/27/2025 |
362
|
$400 M
|
| GWN SECURITIES INC. |
2025 Q3
|
10/27/2025 |
393
|
$430 M
|
| David J Yvars Group |
2025 Q3
|
10/27/2025 |
93
|
$190 M
|
| EXENCIAL WEALTH ADVISORS, LLC |
2025 Q3
|
10/27/2025 |
528
|
$3.1 B
|
| MACKAY SHIELDS LLC |
2025 Q3
|
10/27/2025 |
354
|
$2.9 B
|
| Divergent Planning, LLC |
2025 Q3 - RESTATEMENT
|
10/27/2025 |
35
|
$380 M
|
| Baugh & Associates, LLC |
2025 Q3
|
10/27/2025 |
41
|
$200 M
|
| Family Capital Management, Inc. |
2025 Q3
|
10/27/2025 |
100
|
$210 M
|
| Klingman & Associates, LLC |
2025 Q3
|
10/27/2025 |
319
|
$2.0 B
|
| Robeco Schweiz AG |
2025 Q3
|
10/27/2025 |
128
|
$4.4 B
|
| Financial Synergies Wealth Advisors, Inc. |
2025 Q3
|
10/27/2025 |
112
|
$990 M
|
| Clarity Asset Management, Inc. |
2025 Q3
|
10/27/2025 |
249
|
$180 M
|
| Boothe Investment Group, Inc. |
2025 Q3
|
10/27/2025 |
37
|
$270 M
|
| Unified Investment Management |
2025 Q3
|
10/27/2025 |
136
|
$100 M
|
| PBMares Wealth Management LLC |
2025 Q3
|
10/27/2025 |
196
|
$620 M
|
| Vivid Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
67
|
$250 M
|
| O'Connor Financial Group LLC |
2025 Q3
|
10/27/2025 |
59
|
$240 M
|
| Concurrent Investment Advisors, LLC |
2025 Q3
|
10/27/2025 |
1,497
|
$5.8 B
|
| SMITH SHELLNUT WILSON LLC /ADV |
2025 Q3
|
10/27/2025 |
143
|
$260 M
|
| Financial Network Wealth Advisors LLC |
2025 Q3
|
10/27/2025 |
838
|
$91 M
|
| Pacific Life Fund Advisors LLC |
2025 Q3
|
10/27/2025 |
20
|
$970 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2025 Q3
|
10/27/2025 |
106
|
$160 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2025 Q3
|
10/27/2025 |
1,535
|
$4.4 B
|
| Fractal Investments LLC |
2025 Q3
|
10/27/2025 |
77
|
$690 M
|
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/27/2025 |
143
|
$1.8 B
|
| CPC Advisors, LLC |
2025 Q3
|
10/27/2025 |
191
|
$950 M
|
| Lighthouse Financial LLC |
2025 Q3
|
10/27/2025 |
75
|
$150 M
|
| Wealth Advisory Solutions, LLC |
2025 Q3
|
10/27/2025 |
138
|
$410 M
|
| American Financial Advisors, LLC |
2025 Q3
|
10/27/2025 |
158
|
$780 M
|
| Sippican Capital Advisors |
2025 Q3
|
10/27/2025 |
114
|
$150 M
|
| Randolph Co Inc |
2025 Q3
|
10/27/2025 |
44
|
$1.0 B
|
| Bosman Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
42
|
$130 M
|
| Financial Futures Ltd Liability Co. |
2025 Q3
|
10/27/2025 |
68
|
$210 M
|
| FIRST UNITED BANK & TRUST |
2025 Q3
|
10/27/2025 |
584
|
$310 M
|
| QVR LLC |
2025 Q3
|
10/27/2025 |
117
|
$830 M
|
| Crew Capital Management, Ltd |
2025 Q3
|
10/27/2025 |
115
|
$150 M
|
| Decker Retirement Planning Inc. |
2025 Q3
|
10/27/2025 |
218
|
$180 M
|
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/27/2025 |
517
|
$4.0 B
|
| Bogart Wealth, LLC |
2025 Q3
|
10/27/2025 |
1,529
|
$2.5 B
|
| Fee-Only Financial Planning, L.C. |
2025 Q3
|
10/27/2025 |
42
|
$170 M
|
| Quent Capital, LLC |
2025 Q3
|
10/27/2025 |
1,429
|
$1.2 B
|
| PKO Investment Management Joint-Stock Co |
2025 Q3
|
10/27/2025 |
202
|
$1.2 B
|
| Polaris Capital Management, LLC |
2025 Q3
|
10/27/2025 |
90
|
$1.5 B
|
| RWC Asset Management LLP |
2025 Q3
|
10/27/2025 |
188
|
$2.1 B
|
| Pinion Investment Advisors, LLC |
2025 Q3
|
10/27/2025 |
168
|
$370 M
|
| Rempart Asset Management Inc. |
2025 Q3
|
10/27/2025 |
35
|
$540 M
|
| North of South Capital LLP |
2025 Q3
|
10/27/2025 |
23
|
$1.0 B
|
| Ironwood Wealth Management, LLC. |
2025 Q3
|
10/27/2025 |
41
|
$300 M
|
| Belvedere Trading LLC |
2025 Q3
|
10/27/2025 |
888
|
$87 B
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2025 Q3
|
10/27/2025 |
199
|
$610 M
|
| RWC ASSET ADVISORS (US) LLC |
2025 Q3
|
10/27/2025 |
17
|
$610 M
|
| Birch Capital Management, LLC |
2025 Q3
|
10/27/2025 |
76
|
$200 M
|
| NORDEA INVESTMENT MANAGEMENT AB |
2025 Q3
|
10/27/2025 |
1,956
|
$110 B
|
| Bangor Savings Bank |
2025 Q3
|
10/27/2025 |
708
|
$1.2 B
|
| ZEGA Investments, LLC |
2025 Q3
|
10/27/2025 |
157
|
$750 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q3
|
10/27/2025 |
1,180
|
$1.2 B
|
| Allen Capital Group, LLC |
2025 Q3
|
10/27/2025 |
273
|
$1.1 B
|
| Spectrum Asset Management, Inc. |
2025 Q3
|
10/27/2025 |
4
|
$49 M
|
| Argyle Capital Management, LLC |
2025 Q3
|
10/27/2025 |
135
|
$290 M
|
| Prosperitas Financial LLC |
2025 Q3
|
10/27/2025 |
69
|
$240 M
|
| West Wealth Group, LLC |
2025 Q3
|
10/27/2025 |
123
|
$440 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2025 Q3
|
10/27/2025 |
32
|
$74 M
|
| Elemental Capital Partners LLC |
2025 Q3
|
10/27/2025 |
6
|
$180 M
|
| Janney Montgomery Scott LLC |
2025 Q3
|
10/27/2025 |
2,852
|
$42 B
|
| New Republic Capital, LLC |
2025 Q3
|
10/27/2025 |
264
|
$330 M
|
| Janney Capital Management LLC |
2025 Q3
|
10/27/2025 |
244
|
$1.6 B
|
| Kiker Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
221
|
$200 M
|
| Stone House Investment Management, LLC |
2025 Q3
|
10/27/2025 |
723
|
$590 M
|
| Diversified Investment Strategies, LLC |
2025 Q3
|
10/27/2025 |
51
|
$150 M
|
| Hardman Johnston Global Advisors LLC |
2025 Q3
|
10/27/2025 |
72
|
$2.0 B
|
| Lynch Asset Management, Inc. |
2025 Q3
|
10/27/2025 |
56
|
$310 M
|