| COREPATH WEALTH PARTNERS LLC |
2025 Q2
|
7/8/2025 |
34
|
$120 M
|
| KCK LTD. |
2025 Q2
|
7/8/2025 |
2
|
$18 M
|
| Choice Wealth Advisors, LLC |
2025 Q2
|
7/8/2025 |
30
|
$220 M
|
| Chemistry Wealth Management LLC |
2025 Q2
|
7/8/2025 |
196
|
$470 M
|
| BOURNE LENT ASSET MANAGEMENT INC |
2025 Q2
|
7/8/2025 |
62
|
$260 M
|
| Braun-Bostich & Associates Inc. |
2025 Q2
|
7/8/2025 |
118
|
$150 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2025 Q2
|
7/8/2025 |
108
|
$1.3 B
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q2
|
7/8/2025 |
108
|
$340 M
|
| Silverleafe Capital Partners, LLC |
2025 Q2
|
7/8/2025 |
88
|
$290 M
|
| Ransom Advisory, Ltd |
2025 Q2
|
7/8/2025 |
322
|
$210 M
|
| Partnership Wealth Management, LLC |
2025 Q2
|
7/8/2025 |
69
|
$120 M
|
| Rise Advisors, LLC |
2025 Q2
|
7/8/2025 |
1,539
|
$250 M
|
| Baker Ellis Asset Management LLC |
2025 Q2
|
7/8/2025 |
216
|
$730 M
|
| ATWOOD & PALMER INC |
2025 Q2
|
7/8/2025 |
514
|
$1.6 B
|
| Atlas Brown,Inc. |
2025 Q2
|
7/8/2025 |
222
|
$310 M
|
| Advance Capital Management, Inc. |
2025 Q2
|
7/8/2025 |
168
|
$2.2 B
|
| Beacon Wealthcare LLC |
2025 Q2
|
7/8/2025 |
25
|
$270 M
|
| Granite Bay Wealth Management, LLC |
2025 Q2
|
7/8/2025 |
69
|
$310 M
|
| Persium Advisors, LLC |
2025 Q2
|
7/8/2025 |
62
|
$120 M
|
| MRA Advisory Group |
2025 Q2
|
7/8/2025 |
137
|
$210 M
|
| RV Capital AG |
2025 Q2
|
7/8/2025 |
12
|
$540 M
|
| Northwest & Ethical Investments L.P. |
2020 Q4
|
7/8/2025 |
406
|
$2.6 B
|
| Team Hewins, LLC |
2025 Q1 - RESTATEMENT
|
7/8/2025 |
36
|
$260 M
|
| Martin Capital Partners, LLC |
2025 Q2
|
7/8/2025 |
75
|
$260 M
|
| Northwest & Ethical Investments L.P. |
2020 Q3
|
7/8/2025 |
395
|
$2.3 B
|
| Northwest & Ethical Investments L.P. |
2020 Q2
|
7/8/2025 |
389
|
$2.1 B
|
| Northwest & Ethical Investments L.P. |
2020 Q1
|
7/8/2025 |
363
|
$1.7 B
|
| Prism Advisors, Inc. |
2025 Q2
|
7/8/2025 |
71
|
$350 M
|
| D. SCOTT NEAL, INC. |
2025 Q2
|
7/8/2025 |
64
|
$200 M
|
| Northwest & Ethical Investments L.P. |
2019 Q4
|
7/8/2025 |
369
|
$2.2 B
|
| Northwest & Ethical Investments L.P. |
2019 Q3
|
7/8/2025 |
368
|
$2.1 B
|
| Team Hewins, LLC |
2024 Q3 - RESTATEMENT
|
7/8/2025 |
38
|
$260 M
|
| Northwest & Ethical Investments L.P. |
2019 Q2
|
7/8/2025 |
358
|
$2.0 B
|
| WEBSTER BANK, N. A. |
2025 Q2
|
7/8/2025 |
824
|
$970 M
|
| Northwest & Ethical Investments L.P. |
2019 Q1
|
7/8/2025 |
362
|
$1.9 B
|
| Northwest & Ethical Investments L.P. |
2018 Q4
|
7/8/2025 |
363
|
$1.7 B
|
| Team Hewins, LLC |
2024 Q4 - RESTATEMENT
|
7/8/2025 |
38
|
$260 M
|
| Northwest & Ethical Investments L.P. |
2018 Q3
|
7/8/2025 |
364
|
$1.6 B
|
| Northwest & Ethical Investments L.P. |
2018 Q2
|
7/8/2025 |
357
|
$1.5 B
|
| RMR Wealth Builders |
2025 Q2
|
7/8/2025 |
285
|
$1.1 B
|
| Northwest & Ethical Investments L.P. |
2018 Q1
|
7/8/2025 |
352
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2017 Q4
|
7/8/2025 |
348
|
$1.5 B
|
| 21 West Wealth Management LLC |
2025 Q2
|
7/8/2025 |
59
|
$99 M
|
| Livelsberger Financial Advisory |
2025 Q2
|
7/8/2025 |
85
|
$5.2 M
|
| Goldstone Financial Group, LLC |
2025 Q2
|
7/8/2025 |
206
|
$760 M
|
| Northwest & Ethical Investments L.P. |
2017 Q3
|
7/8/2025 |
351
|
$1.6 B
|
| Northwest & Ethical Investments L.P. |
2017 Q2
|
7/8/2025 |
359
|
$1.5 B
|
| XR Securities LLC |
2025 Q2
|
7/8/2025 |
1
|
$0
|
| Northwest & Ethical Investments L.P. |
2017 Q1
|
7/8/2025 |
378
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2016 Q4
|
7/8/2025 |
377
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2016 Q3
|
7/8/2025 |
316
|
$1.4 B
|
| Northwest & Ethical Investments L.P. |
2016 Q2
|
7/8/2025 |
230
|
$1.3 B
|
| Northwest & Ethical Investments L.P. |
2016 Q1
|
7/8/2025 |
222
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2015 Q4
|
7/8/2025 |
205
|
$1.4 B
|
| Northwest & Ethical Investments L.P. |
2015 Q3
|
7/8/2025 |
204
|
$1.3 B
|
| Northwest & Ethical Investments L.P. |
2015 Q2
|
7/8/2025 |
220
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2015 Q1
|
7/8/2025 |
217
|
$1.4 B
|
| Northwest & Ethical Investments L.P. |
2014 Q4
|
7/8/2025 |
221
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2014 Q3
|
7/8/2025 |
219
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2014 Q2
|
7/8/2025 |
223
|
$1.6 B
|
| Apella Capital, LLC |
2025 Q2
|
7/8/2025 |
424
|
$3.7 B
|
| Northwest & Ethical Investments L.P. |
2014 Q1
|
7/8/2025 |
224
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2013 Q4
|
7/8/2025 |
229
|
$1.5 B
|
| Northwest & Ethical Investments L.P. |
2013 Q3
|
7/8/2025 |
226
|
$1.4 B
|
| Northwest & Ethical Investments L.P. |
2013 Q2
|
7/8/2025 |
228
|
$1.3 B
|
| First International Bank & Trust |
2025 Q2
|
7/8/2025 |
95
|
$290 M
|
| Northwest & Ethical Investments L.P. |
2013 Q1
|
7/8/2025 |
224
|
$1.4 B
|
| Ballew Advisors, Inc |
2025 Q2
|
7/8/2025 |
112
|
$170 M
|
| Richard P Slaughter Associates Inc |
2025 Q2
|
7/8/2025 |
117
|
$490 M
|
| Canandaigua National Trust Co of Florida |
2025 Q2
|
7/8/2025 |
122
|
$140 M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2025 Q2
|
7/8/2025 |
153
|
$610 M
|
| Hickory Point Bank & Trust |
2025 Q2
|
7/8/2025 |
123
|
$120 M
|
| Paladin Wealth, LLC |
2025 Q2
|
7/8/2025 |
112
|
$130 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2025 Q2
|
7/8/2025 |
310
|
$1.1 B
|
| GREENHAVEN ASSOCIATES INC |
2025 Q2
|
7/8/2025 |
25
|
$6.7 B
|
| NBC SECURITIES, INC. |
2025 Q2
|
7/8/2025 |
2,445
|
$1.2 B
|
| Holcombe Financial, Inc. |
2025 Q2
|
7/8/2025 |
41
|
$130 M
|
| Bard Financial Services, Inc. |
2025 Q2
|
7/8/2025 |
206
|
$840 M
|
| Lingohr Asset Management GmbH |
2025 Q2
|
7/8/2025 |
86
|
$55 M
|
| Kopion Asset Management, LLC |
2025 Q2
|
7/8/2025 |
20
|
$150 M
|
| Heartwood Wealth Advisors LLC |
2025 Q2
|
7/8/2025 |
183
|
$960 M
|
| Legacy Private Trust Co. |
2025 Q2
|
7/8/2025 |
329
|
$1.5 B
|
| Quintet Private Bank (Europe) S.A. |
2025 Q2
|
7/8/2025 |
217
|
$1.7 B
|
| Gradient Investments LLC |
2025 Q2
|
7/8/2025 |
358
|
$5.5 B
|
| ShankerValleau Wealth Advisors, Inc. |
2025 Q2
|
7/8/2025 |
40
|
$350 M
|
| Boltwood Capital Management |
2025 Q2
|
7/8/2025 |
172
|
$350 M
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q2 - RESTATEMENT
|
7/8/2025 |
1,170
|
$3.2 B
|
| TL Private Wealth |
2025 Q2
|
7/8/2025 |
45
|
$240 M
|
| Adams Asset Advisors, LLC |
2025 Q2 - RESTATEMENT
|
7/8/2025 |
80
|
$710 M
|
| E. Ohman J:or Asset Management AB |
2025 Q2
|
7/8/2025 |
401
|
$4.0 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2025 Q2
|
7/8/2025 |
1
|
$140 M
|
| S.E.E.D. Planning Group LLC |
2025 Q2
|
7/8/2025 |
71
|
$320 M
|
| Medicxi Ventures Management (Jersey) Ltd |
2025 Q2
|
7/8/2025 |
5
|
$430 M
|
| Red Spruce Capital, LLC |
2025 Q2
|
7/8/2025 |
90
|
$230 M
|
| Mirabaud & Cie SA |
2025 Q2
|
7/8/2025 |
61
|
$310 M
|
| MAD RIVER INVESTORS |
2025 Q2
|
7/8/2025 |
24
|
$220 M
|
| Amanah Holdings Trust |
2025 Q2
|
7/8/2025 |
16
|
$400 M
|
| Twele Capital Management, Inc. |
2025 Q2
|
7/7/2025 |
39
|
$500 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2025 Q2
|
7/7/2025 |
37
|
$130 M
|
| Gallacher Capital Management LLC |
2025 Q2
|
7/7/2025 |
281
|
$220 M
|