| GK Wealth Management LLC |
2025 Q1 - RESTATEMENT
|
7/7/2025 |
140
|
$88 M
|
| Charis Legacy Partners, LLC |
2025 Q2
|
7/7/2025 |
26
|
$61 M
|
| GK Wealth Management LLC |
2025 Q2
|
7/7/2025 |
155
|
$110 M
|
| Peirce Capital Management, LLC |
2025 Q2
|
7/7/2025 |
45
|
$230 M
|
| Madison Park Capital Advisors, LLC |
2025 Q2
|
7/7/2025 |
61
|
$120 M
|
| CULTIVAR CAPITAL, INC. |
2025 Q2
|
7/7/2025 |
38
|
$140 M
|
| Lowe Wealth Advisors, LLC |
2025 Q2
|
7/7/2025 |
365
|
$260 M
|
| Parallel Advisors, LLC |
2025 Q2
|
7/7/2025 |
3,536
|
$5.0 B
|
| Northwest & Ethical Investments L.P. |
2010 Q4
|
7/7/2025 |
289
|
$1.2 B
|
| Northwest & Ethical Investments L.P. |
2010 Q3
|
7/7/2025 |
238
|
$1.1 B
|
| Northwest & Ethical Investments L.P. |
2010 Q2
|
7/7/2025 |
210
|
$970 M
|
| Northwest & Ethical Investments L.P. |
2010 Q1
|
7/7/2025 |
212
|
$1.2 B
|
| Northwest & Ethical Investments L.P. |
2009 Q4
|
7/7/2025 |
204
|
$1.0 B
|
| Northwest & Ethical Investments L.P. |
2009 Q3
|
7/7/2025 |
212
|
$960 M
|
| Wilson & Boucher Capital Management, LLC |
2025 Q2
|
7/7/2025 |
110
|
$140 M
|
| MEDICI CAPITAL LLC |
2025 Q2
|
7/7/2025 |
25
|
$100 M
|
| RDA Financial Network |
2025 Q2
|
7/7/2025 |
256
|
$370 M
|
| RB Capital Management, LLC |
2025 Q2
|
7/7/2025 |
177
|
$440 M
|
| Neumann Advisory Hong Kong Ltd |
2025 Q2
|
7/7/2025 |
9
|
$280 k
|
| O'Connor Financial Group LLC |
2025 Q2
|
7/7/2025 |
60
|
$230 M
|
| Northwest & Ethical Investments L.P. |
2012 Q4
|
7/7/2025 |
219
|
$1.2 B
|
| Schulz Wealth, LTD. |
2025 Q2
|
7/7/2025 |
66
|
$130 M
|
| TRUST CO OF OKLAHOMA |
2025 Q2
|
7/7/2025 |
187
|
$310 M
|
| Northwest & Ethical Investments L.P. |
2012 Q3
|
7/7/2025 |
221
|
$1.2 B
|
| Northwest & Ethical Investments L.P. |
2012 Q2
|
7/7/2025 |
226
|
$970 M
|
| Northwest & Ethical Investments L.P. |
2012 Q1
|
7/7/2025 |
238
|
$1.1 B
|
| HOERTKORN RICHARD CHARLES |
2025 Q2
|
7/7/2025 |
80
|
$240 M
|
| RF&L WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/7/2025 |
59
|
$160 M
|
| Northwest & Ethical Investments L.P. |
2011 Q4
|
7/7/2025 |
239
|
$980 M
|
| Northwest & Ethical Investments L.P. |
2011 Q3
|
7/7/2025 |
240
|
$950 M
|
| New Capital Management LP |
2025 Q2
|
7/7/2025 |
56
|
$360 M
|
| Northwest & Ethical Investments L.P. |
2011 Q2
|
7/7/2025 |
261
|
$1.2 B
|
| Horizons Wealth Management |
2025 Q2
|
7/7/2025 |
179
|
$140 M
|
| Northwest & Ethical Investments L.P. |
2011 Q1
|
7/7/2025 |
278
|
$1.2 B
|
| Capital Asset Advisory Services LLC |
2025 Q2
|
7/7/2025 |
271
|
$2.1 B
|
| WESBANCO BANK INC |
2025 Q2
|
7/7/2025 |
1,286
|
$3.4 B
|
| Shotwell Rutter Baer Inc |
2025 Q2
|
7/7/2025 |
37
|
$150 M
|
| Adams Asset Advisors, LLC |
2025 Q2
|
7/7/2025 |
77
|
$730 M
|
| HMS Capital Management, LLC |
2025 Q2
|
7/7/2025 |
106
|
$220 M
|
| Verde Capital Management |
2025 Q2
|
7/7/2025 |
65
|
$410 M
|
| Fractal Investments LLC |
2025 Q2
|
7/7/2025 |
76
|
$700 M
|
| Kings Path Partners LLC |
2025 Q2
|
7/7/2025 |
283
|
$250 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q2
|
7/7/2025 |
109
|
$400 M
|
| Upper Left Wealth Management, LLC |
2025 Q2
|
7/7/2025 |
65
|
$150 M
|
| Investors Research Corp |
2025 Q2
|
7/7/2025 |
925
|
$510 M
|
| LWM ADVISORS INC |
2025 Q2
|
7/7/2025 |
29
|
$100 M
|
| Wealth Alliance Advisory Group, LLC |
2025 Q2
|
7/7/2025 |
186
|
$530 M
|
| Hedges Asset Management LLC |
2025 Q2
|
7/7/2025 |
101
|
$120 M
|
| Park Edge Advisors, LLC |
2025 Q2
|
7/7/2025 |
143
|
$390 M
|
| Teamwork Financial Advisors, LLC |
2025 Q2
|
7/7/2025 |
190
|
$860 M
|
| Fox Hill Wealth Management |
2025 Q2
|
7/7/2025 |
121
|
$190 M
|
| Value Partners Investments Inc. |
2025 Q2
|
7/7/2025 |
101
|
$1.3 B
|
| Veery Capital, LLC |
2025 Q2
|
7/7/2025 |
94
|
$290 M
|
| St. Clair Advisors, LLC |
2025 Q2
|
7/7/2025 |
80
|
$380 M
|
| Accelerate Investment Advisors LLC |
2025 Q2
|
7/7/2025 |
115
|
$130 M
|
| Pacific Capital Partners Ltd |
2025 Q2
|
7/7/2025 |
42
|
$110 M
|
| Good Steward Wealth Advisors,LLC |
2025 Q2
|
7/7/2025 |
94
|
$130 M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2025 Q2
|
7/7/2025 |
177
|
$5.1 B
|
| Vishria Bird Financial Group, LLC |
2025 Q2
|
7/7/2025 |
89
|
$300 M
|
| Somerset Trust Co |
2025 Q2
|
7/7/2025 |
231
|
$310 M
|
| Porter White Investment Advisors, Inc. |
2024 Q2
|
7/7/2025 |
32
|
$190 M
|
| Enterprise Bank & Trust Co |
2025 Q2
|
7/7/2025 |
135
|
$270 M
|
| Porter White Investment Advisors, Inc. |
2024 Q3
|
7/7/2025 |
33
|
$200 M
|
| Versant Capital Management, Inc |
2025 Q2
|
7/7/2025 |
2,631
|
$660 M
|
| PEAK FINANCIAL ADVISORS LLC |
2025 Q2
|
7/7/2025 |
87
|
$200 M
|
| Osprey Private Wealth LLC |
2025 Q2
|
7/7/2025 |
50
|
$180 M
|
| Trust Co |
2025 Q2
|
7/7/2025 |
414
|
$890 M
|
| FIRST COMMUNITY TRUST NA |
2025 Q2
|
7/7/2025 |
326
|
$120 M
|
| DELPHI MANAGEMENT INC /MA/ |
2025 Q2
|
7/7/2025 |
80
|
$100 k
|
| Insight Wealth Strategies, LLC |
2025 Q2
|
7/7/2025 |
171
|
$790 M
|
| Retirement Wealth Solutions LLC |
2025 Q2
|
7/7/2025 |
445
|
$140 M
|
| M & L Capital Management Ltd |
2025 Q2
|
7/7/2025 |
25
|
$440 M
|
| Team Hewins, LLC |
2025 Q1
|
7/7/2025 |
26
|
$230 M
|
| Dominguez Wealth Management Solutions, Inc. |
2025 Q2
|
7/7/2025 |
61
|
$140 M
|
| Brio Consultants, LLC |
2025 Q1 - RESTATEMENT
|
7/7/2025 |
119
|
$640 M
|
| First Citizens Financial Corp |
2025 Q2
|
7/7/2025 |
126
|
$180 M
|
| General Partner, Inc. |
2025 Q2
|
7/7/2025 |
268
|
$170 M
|
| Modus Advisors, LLC |
2025 Q2
|
7/7/2025 |
111
|
$340 M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2025 Q2
|
7/7/2025 |
56
|
$160 M
|
| Global Wealth Strategies & Associates |
2025 Q2
|
7/7/2025 |
378
|
$350 M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q2
|
7/7/2025 |
27
|
$170 k
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q2
|
7/7/2025 |
58
|
$1.1 B
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q2
|
7/7/2025 |
13
|
$170 M
|
| Roxbury Financial LLC |
2025 Q2
|
7/7/2025 |
362
|
$100 M
|
| Greenfield Savings Bank |
2025 Q2
|
7/7/2025 |
145
|
$220 M
|
| Nova Wealth Management, Inc. |
2025 Q2 - NEW HOLDINGS
|
7/7/2025 |
743
|
$140 M
|
| OMNI 360 Wealth, Inc. |
2025 Q2
|
7/7/2025 |
211
|
$200 M
|
| ABNER HERRMAN & BROCK LLC |
2025 Q2
|
7/7/2025 |
55
|
$900 k
|
| Bangor Savings Bank |
2025 Q2
|
7/7/2025 |
712
|
$1.1 B
|
| Platt Investment Counsel, LLC |
2025 Q2
|
7/7/2025 |
9
|
$110 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q2
|
7/7/2025 |
|
$0
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q2
|
7/7/2025 |
1,170
|
$3.2 B
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q2
|
7/7/2025 |
35
|
$310 M
|
| Seilern Investment Management Ltd |
2025 Q2
|
7/7/2025 |
22
|
$1.5 B
|
| Aletheian Wealth Advisors LLC |
2025 Q2
|
7/7/2025 |
100
|
$200 M
|
| Peterson Wealth Advisors, LLC |
2025 Q2
|
7/7/2025 |
97
|
$610 M
|
| Discipline Wealth Solutions, LLC |
2025 Q2
|
7/7/2025 |
92
|
$260 M
|
| Centurion Wealth Management LLC |
2025 Q2
|
7/7/2025 |
236
|
$350 M
|
| Douglas Lane & Associates, LLC |
2025 Q2
|
7/7/2025 |
238
|
$6.9 B
|
| Taylor & Morgan Wealth Management, LLC |
2025 Q2
|
7/7/2025 |
70
|
$150 M
|