| Concurrent Investment Advisors, LLC |
2025 Q2
|
7/25/2025 |
1,404
|
$5.2 B
|
| Cerro Pacific Wealth Advisors LLC |
2025 Q2
|
7/25/2025 |
159
|
$360 M
|
| Asset Planning,Inc |
2025 Q2
|
7/25/2025 |
291
|
$130 M
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q1 - RESTATEMENT
|
7/25/2025 |
725
|
$1.1 B
|
| JOHNSON INVESTMENT COUNSEL INC |
2025 Q2
|
7/25/2025 |
816
|
$11 B
|
| waypoint wealth counsel |
2025 Q2
|
7/25/2025 |
311
|
$200 M
|
| Sivik Global Healthcare LLC |
2025 Q2
|
7/25/2025 |
46
|
$370 M
|
| Investment Advisory Group, LLC |
2025 Q2
|
7/25/2025 |
175
|
$330 M
|
| Atlas Venture Advisors, Inc. |
2025 Q2
|
7/25/2025 |
4
|
$420 M
|
| AdviceOne Advisory Services, LLC |
2025 Q2
|
7/25/2025 |
32
|
$140 M
|
| 1858 WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
117
|
$140 M
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q2
|
7/25/2025 |
108
|
$990 M
|
| Inman Jager Wealth Management, LLC |
2025 Q2
|
7/25/2025 |
79
|
$150 M
|
| Bricktown Capital, LLC |
2025 Q2
|
7/25/2025 |
26
|
$550 M
|
| Manitou Investment Management Ltd. |
2025 Q2
|
7/25/2025 |
61
|
$530 M
|
| GFS Advisors, LLC |
2025 Q2
|
7/25/2025 |
146
|
$730 M
|
| APEIRON CAPITAL Ltd |
2025 Q2
|
7/25/2025 |
5
|
$110 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2025 Q2
|
7/25/2025 |
262
|
$3.4 B
|
| Evolution Advisers, Inc. |
2025 Q2
|
7/24/2025 |
156
|
$200 M
|
| Milestones Administradora de Recursos Ltda. |
2025 Q2
|
7/24/2025 |
19
|
$290 M
|
| Fifth Third Wealth Advisors LLC |
2025 Q2
|
7/24/2025 |
750
|
$2.4 B
|
| Hemington Wealth Management |
2025 Q2
|
7/24/2025 |
1,691
|
$690 M
|
| Ball & Co Wealth Management Inc. |
2025 Q2
|
7/24/2025 |
74
|
$94 M
|
| Keener Financial Planning LLC |
2025 Q2
|
7/24/2025 |
219
|
$200 M
|
| TCG Capital Management, LP |
2025 Q2
|
7/24/2025 |
1
|
$60 M
|
| R. W. Roge & Company, Inc. |
2025 Q2
|
7/24/2025 |
54
|
$180 M
|
| Apollon Wealth Management, LLC |
2025 Q2
|
7/24/2025 |
1,272
|
$5.1 B
|
| Apollon Financial, LLC |
2025 Q2
|
7/24/2025 |
211
|
$480 M
|
| One Degree Advisors Inc |
2025 Q2
|
7/24/2025 |
73
|
$280 M
|
| Avion Wealth |
2025 Q2
|
7/24/2025 |
135
|
$390 M
|
| BCR Wealth Strategies, LLC |
2025 Q2
|
7/24/2025 |
27
|
$260 M
|
| IRON Financial LLC |
2025 Q2
|
7/24/2025 |
126
|
$190 M
|
| RICHARDSON FINANCIAL SERVICES INC. |
2025 Q2
|
7/24/2025 |
1,242
|
$150 M
|
| PrairieView Partners, LLC |
2025 Q2
|
7/24/2025 |
397
|
$1.0 B
|
| NATURAL INVESTMENTS, LLC |
2025 Q2
|
7/24/2025 |
255
|
$390 M
|
| Constellation Investimentos e Participacoes Ltda |
2025 Q2
|
7/24/2025 |
8
|
$56 M
|
| VAN STRUM & TOWNE INC. |
2025 Q2
|
7/24/2025 |
109
|
$320 M
|
| Financial Connections Group, Inc. |
2025 Q2
|
7/24/2025 |
255
|
$240 M
|
| WEST BANCORPORATION INC |
2025 Q2
|
7/24/2025 |
97
|
$160 M
|
| ALTOS VENTURES MANAGEMENT, INC. |
2025 Q2
|
7/24/2025 |
1
|
$12 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2025 Q2
|
7/24/2025 |
162
|
$900 M
|
| Decas Capital LLC |
2025 Q2
|
7/24/2025 |
1
|
$0
|
| INVICTUS PRIVATE WEALTH, LLC |
2025 Q2
|
7/24/2025 |
84
|
$1.5 B
|
| Lester Murray Antman dba SimplyRich |
2025 Q2
|
7/24/2025 |
214
|
$360 M
|
| U S GLOBAL INVESTORS INC |
2025 Q2
|
7/24/2025 |
173
|
$850 M
|
| Bey-Douglas LLC |
2025 Q2
|
7/24/2025 |
46
|
$170 M
|
| Fulcrum Capital LLC |
2025 Q2
|
7/24/2025 |
99
|
$470 M
|
| ADAPT Investment Managers SA |
2025 Q2
|
7/24/2025 |
88
|
$8.0 B
|
| Square Wave Capital, LLC |
2025 Q1
|
7/24/2025 |
8
|
$93 M
|
| FISCHER INVESTMENT STRATEGIES, LLC |
2025 Q2
|
7/24/2025 |
37
|
$150 M
|
| Square Wave Capital, LLC |
2024 Q4
|
7/24/2025 |
8
|
$100 M
|
| DSM CAPITAL PARTNERS LLC |
2025 Q2
|
7/24/2025 |
39
|
$6.8 B
|
| Comprehensive Money Management Services LLC |
2025 Q2
|
7/24/2025 |
184
|
$130 M
|
| Trust Co of Tennessee |
2025 Q2
|
7/24/2025 |
7
|
$430 M
|
| LOUISBOURG INVESTMENTS INC. |
2025 Q2
|
7/24/2025 |
200
|
$420 M
|
| Benson Investment Management Company, Inc. |
2025 Q2
|
7/24/2025 |
52
|
$260 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2025 Q2
|
7/24/2025 |
920
|
$910 M
|
| Applied Capital LLC/FL |
2025 Q2
|
7/24/2025 |
84
|
$140 M
|
| JNBA Financial Advisors |
2025 Q2
|
7/24/2025 |
651
|
$1.0 B
|
| Inspire Investing, LLC |
2025 Q2
|
7/24/2025 |
824
|
$920 M
|
| Bernard Wealth Management Corp. |
2025 Q2
|
7/24/2025 |
309
|
$220 M
|
| SLT Holdings LLC |
2025 Q2
|
7/24/2025 |
107
|
$130 M
|
| KFA Private Wealth Group, LLC |
2025 Q2
|
7/24/2025 |
132
|
$320 M
|
| Drucker Wealth 3.0, LLC |
2025 Q2
|
7/24/2025 |
422
|
$520 M
|
| True Wind Capital Management, L.P. |
2025 Q2
|
7/24/2025 |
2
|
$240 M
|
| JFS WEALTH ADVISORS, LLC |
2025 Q2
|
7/24/2025 |
1,868
|
$1.6 B
|
| First Fiduciary Investment Counsel, Inc. |
2025 Q2
|
7/24/2025 |
71
|
$500 M
|
| VanderPol Investments L.L.C. |
2025 Q2
|
7/24/2025 |
55
|
$48 M
|
| Strengthening Families & Communities, LLC |
2025 Q2
|
7/24/2025 |
406
|
$180 M
|
| Strong Tower Advisory Services |
2025 Q2
|
7/24/2025 |
100
|
$510 M
|
| ACCREDITED INVESTOR SERVICES, LLC |
2025 Q2
|
7/24/2025 |
70
|
$130 M
|
| PDS Planning, Inc |
2025 Q2
|
7/24/2025 |
516
|
$1.3 B
|
| Gunderson Capital Management Inc. |
2025 Q2
|
7/24/2025 |
47
|
$240 M
|
| BENDER ROBERT & ASSOCIATES |
2025 Q2
|
7/24/2025 |
46
|
$450 M
|
| GREENWOOD GEARHART INC |
2025 Q2
|
7/24/2025 |
105
|
$1.6 B
|
| Blue Zone Wealth Advisors, LLC |
2025 Q2
|
7/24/2025 |
110
|
$400 M
|
| Brucke Financial, Inc. |
2025 Q2
|
7/24/2025 |
147
|
$140 M
|
| Cross Staff Investments Inc |
2025 Q2
|
7/24/2025 |
128
|
$130 M
|
| Lindenwold Advisors, INC |
2025 Q2
|
7/24/2025 |
107
|
$190 M
|
| CONNING INC. |
2025 Q2
|
7/24/2025 |
341
|
$2.9 B
|
| VILLERE ST DENIS J & CO LLC |
2025 Q2
|
7/24/2025 |
81
|
$1.0 B
|
| WEALTH MANAGEMENT RESOURCES, INC. |
2025 Q2
|
7/24/2025 |
32
|
$290 M
|
| Von Berge Wealth Management Group, LLC |
2025 Q2
|
7/24/2025 |
64
|
$180 M
|
| Summit Place Financial Advisors, LLC |
2025 Q2
|
7/24/2025 |
91
|
$200 M
|
| Verger Capital Management LLC |
2025 Q2
|
7/24/2025 |
14
|
$250 M
|
| SHAYNE & JACOBS, LLC |
2025 Q2
|
7/24/2025 |
113
|
$300 M
|
| Williams & Novak, LLC |
2025 Q2
|
7/24/2025 |
134
|
$120 M
|
| EASTERN BANK |
2025 Q2
|
7/24/2025 |
1,332
|
$5.3 B
|
| Aberdeen Group plc |
2025 Q2
|
7/24/2025 |
1,853
|
$59 B
|
| MACKAY SHIELDS LLC |
2025 Q2
|
7/24/2025 |
364
|
$3.1 B
|
| LMCG INVESTMENTS, LLC |
2025 Q2
|
7/24/2025 |
307
|
$1.6 B
|
| Bryant Woods Investment Advisors, LLC |
2025 Q2
|
7/24/2025 |
52
|
$230 M
|
| Pinnacle West Asset Management, Inc. |
2025 Q2
|
7/24/2025 |
113
|
$140 M
|
| Forefront Analytics, LLC |
2025 Q2
|
7/24/2025 |
74
|
$120 M
|
| FinDec Wealth Services, Inc. |
2025 Q2
|
7/24/2025 |
35
|
$96 M
|
| Agate Pass Investment Management, LLC |
2025 Q2
|
7/24/2025 |
107
|
$240 M
|
| ACIMA PRIVATE WEALTH, LLC |
2025 Q2
|
7/24/2025 |
180
|
$290 M
|
| DAVIS-REA LTD. |
2025 Q2
|
7/24/2025 |
60
|
$400 M
|
| Zullo Investment Group, Inc. |
2025 Q2
|
7/24/2025 |
152
|
$250 M
|
| Belfer Management LLC |
2025 Q2
|
7/24/2025 |
16
|
$6.5 M
|