| Capasso Planning Partners LLC |
2025 Q1
|
4/23/2025 |
99
|
$240 M
|
| Family CFO Inc |
2025 Q1
|
4/23/2025 |
65
|
$180 M
|
| BANK OF STOCKTON |
2025 Q1
|
4/23/2025 |
153
|
$310 M
|
| Kraft, Davis & Associates, LLC |
2025 Q1
|
4/23/2025 |
126
|
$310 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2025 Q1
|
4/23/2025 |
115
|
$280 M
|
| Oak Wealth Advisors LLC |
2025 Q1
|
4/23/2025 |
53
|
$140 M
|
| Motiv8 Investments LLC |
2025 Q1
|
4/23/2025 |
97
|
$150 M
|
| Holistic Planning, LLC |
2025 Q1
|
4/23/2025 |
239
|
$300 M
|
| PDS Planning, Inc |
2025 Q1
|
4/23/2025 |
476
|
$1.2 B
|
| Hibernia Wealth Partners, LLC |
2025 Q1
|
4/23/2025 |
45
|
$140 M
|
| Wingate Wealth Advisors, Inc. |
2025 Q1
|
4/23/2025 |
92
|
$87 M
|
| Nadler Financial Group, Inc. |
2025 Q1
|
4/23/2025 |
124
|
$900 M
|
| Intelligent Financial Strategies |
2025 Q1
|
4/23/2025 |
82
|
$190 M
|
| Atala Financial Inc |
2025 Q1
|
4/23/2025 |
473
|
$140 M
|
| Austin Asset Management Co Inc |
2025 Q1
|
4/23/2025 |
81
|
$480 M
|
| Beech Hill Advisors, Inc. |
2025 Q1
|
4/23/2025 |
98
|
$250 M
|
| GenTrust, LLC |
2025 Q1
|
4/23/2025 |
189
|
$2.1 B
|
| Allodium Investment Consultants, LLC |
2025 Q1
|
4/23/2025 |
46
|
$140 M
|
| SFG Wealth Management, LLC. |
2025 Q1
|
4/23/2025 |
115
|
$200 M
|
| Chung Wu Investment Group, LLC |
2025 Q1
|
4/23/2025 |
68
|
$84 M
|
| PEAVINE CAPITAL, LLC |
2025 Q1
|
4/23/2025 |
10
|
$380 M
|
| Virtus Wealth Solutions LLC |
2025 Q1
|
4/23/2025 |
38
|
$330 M
|
| TI-TRUST, INC |
2025 Q1
|
4/23/2025 |
126
|
$150 M
|
| KG&L Capital Management,LLC |
2025 Q1
|
4/23/2025 |
193
|
$310 M
|
| DLK Investment Management, LLC |
2025 Q1
|
4/23/2025 |
87
|
$240 M
|
| Baugh & Associates, LLC |
2025 Q1
|
4/23/2025 |
39
|
$200 M
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
2025 Q1
|
4/23/2025 |
124
|
$140 M
|
| Trellis Wealth Advisors LLC |
2025 Q1
|
4/23/2025 |
35
|
$210 M
|
| Balefire, LLC |
2025 Q1
|
4/23/2025 |
205
|
$290 M
|
| Western Financial Corp/CA |
2025 Q1
|
4/23/2025 |
121
|
$170 M
|
| KPP Advisory Services LLC |
2025 Q1
|
4/23/2025 |
292
|
$530 M
|
| Madrona Financial Services, LLC |
2025 Q1
|
4/23/2025 |
109
|
$360 M
|
| Goldstein Advisors, LLC |
2025 Q1
|
4/23/2025 |
202
|
$680 M
|
| LifeSteps Financial, Inc. |
2025 Q1
|
4/23/2025 |
82
|
$120 M
|
| OAK HILL WEALTH ADVISORS, LLC |
2025 Q1
|
4/23/2025 |
138
|
$430 M
|
| Onyx Financial Advisors, LLC |
2025 Q1
|
4/23/2025 |
17
|
$190 M
|
| AMI ASSET MANAGEMENT CORP |
2025 Q1
|
4/23/2025 |
90
|
$1.7 B
|
| Penobscot Investment Management Company, Inc. |
2025 Q1
|
4/23/2025 |
301
|
$1.1 B
|
| BOYAR ASSET MANAGEMENT INC. |
2025 Q1
|
4/23/2025 |
77
|
$140 M
|
| Flavin Financial Services, Inc. |
2025 Q1
|
4/23/2025 |
70
|
$110 M
|
| Sabal Trust CO |
2025 Q1
|
4/23/2025 |
324
|
$1.8 B
|
| Western Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
678
|
$1.5 B
|
| WEALTH MANAGEMENT RESOURCES, INC. |
2025 Q1
|
4/23/2025 |
33
|
$280 M
|
| SALZHAUER MICHAEL |
2025 Q1
|
4/23/2025 |
87
|
$160 M
|
| Nvest Financial, LLC |
2025 Q1
|
4/23/2025 |
95
|
$190 M
|
| Haven Global Partners, LLC |
2025 Q1
|
4/23/2025 |
10
|
$95 M
|
| Value Partners Investments Inc. |
2025 Q1
|
4/23/2025 |
100
|
$1.2 B
|
| Robeco Institutional Asset Management B.V. |
2025 Q1
|
4/23/2025 |
899
|
$51 B
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q1
|
4/23/2025 |
177
|
$600 M
|
| Terra Nova Asset Management LLC |
2025 Q1
|
4/23/2025 |
85
|
$130 M
|
| Sequoia Financial Advisors, LLC |
2025 Q1
|
4/23/2025 |
1,369
|
$13 B
|
| Aspetuck Financial Management LLC |
2025 Q1
|
4/23/2025 |
68
|
$120 M
|
| Pure Financial Advisors, LLC |
2025 Q1
|
4/23/2025 |
381
|
$4.8 B
|
| Lifelong Wealth Advisors, Inc. |
2025 Q1
|
4/23/2025 |
68
|
$210 M
|
| SOL Capital Management CO |
2025 Q1
|
4/23/2025 |
298
|
$910 M
|
| Generate Investment Management Ltd |
2025 Q1
|
4/23/2025 |
95
|
$1.4 B
|
| Live Oak Investment Partners |
2025 Q1
|
4/23/2025 |
86
|
$130 M
|
| Alpine Bank Wealth Management |
2025 Q1
|
4/23/2025 |
626
|
$620 M
|
| NRI Wealth Management LC |
2025 Q1
|
4/23/2025 |
25
|
$140 M
|
| Financial Life Planners |
2025 Q1
|
4/23/2025 |
83
|
$100 M
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
2025 Q1
|
4/23/2025 |
2,060
|
$1.3 B
|
| Nova R Wealth, Inc. |
2025 Q1
|
4/23/2025 |
77
|
$200 M
|
| TSA Wealth Managment LLC |
2025 Q1
|
4/23/2025 |
72
|
$250 M
|
| Nationwide Fund Advisors |
2025 Q1
|
4/23/2025 |
7
|
$1.2 B
|
| Security National Bank |
2025 Q1
|
4/23/2025 |
389
|
$530 M
|
| WEALTH EFFECTS LLC |
2025 Q1
|
4/23/2025 |
198
|
$240 M
|
| Phillips Wealth Planners LLC |
2025 Q1
|
4/23/2025 |
173
|
$95 M
|
| Vannoy Advisory Group, Inc. |
2025 Q1
|
4/23/2025 |
26
|
$130 M
|
| Perigon Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
1,031
|
$3.9 B
|
| Omnia Family Wealth, LLC |
2025 Q1
|
4/23/2025 |
91
|
$240 M
|
| New World Advisors LLC |
2025 Q1
|
4/23/2025 |
79
|
$440 M
|
| Inman Jager Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
83
|
$130 M
|
| White Pine Investment CO |
2025 Q1
|
4/23/2025 |
64
|
$370 M
|
| TigerOak Management, L.L.C. |
2025 Q1
|
4/23/2025 |
107
|
$260 M
|
| CVFG LLC |
2025 Q1
|
4/23/2025 |
91
|
$110 M
|
| Tyche Wealth Partners LLC |
2025 Q1
|
4/23/2025 |
297
|
$460 M
|
| Arlington Partners LLC |
2025 Q1
|
4/23/2025 |
58
|
$250 M
|
| FFG Partners, LLC |
2025 Q1
|
4/23/2025 |
26
|
$240 M
|
| SAYBROOK CAPITAL /NC |
2025 Q1
|
4/23/2025 |
43
|
$360 M
|
| ASB Consultores, LLC |
2024 Q4
|
4/23/2025 |
214
|
$240 M
|
| HBK Sorce Advisory LLC |
2025 Q1
|
4/23/2025 |
597
|
$3.4 B
|
| Sylvest Advisors, LLC |
2025 Q1
|
4/23/2025 |
71
|
$160 M
|
| Pinnacle Bancorp, Inc. |
2025 Q1
|
4/23/2025 |
898
|
$310 M
|
| RAYMOND JAMES FINANCIAL INC |
2024 Q4 - RESTATEMENT
|
4/23/2025 |
12,438
|
$270 B
|
| Alpha Financial Advisors, LLC |
2025 Q1
|
4/23/2025 |
48
|
$220 M
|
| Ferguson Shapiro LLC |
2025 Q1
|
4/23/2025 |
67
|
$270 M
|
| Golden State Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
36,313
|
$1.4 B
|
| Financial Guidance Group, Inc. |
2025 Q1
|
4/23/2025 |
72
|
$190 M
|
| GENESIS PRIVATE WEALTH, LLC |
2025 Q1
|
4/23/2025 |
144
|
$190 M
|
| SHAKER INVESTMENTS LLC/OH |
2025 Q1
|
4/23/2025 |
94
|
$210 M
|
| Sage Investment Counsel LLC |
2025 Q1
|
4/23/2025 |
119
|
$79 M
|
| Spectrum Investment Advisors, Inc. |
2025 Q1
|
4/23/2025 |
25
|
$150 M
|
| Gimbal Financial |
2025 Q1
|
4/23/2025 |
40
|
$110 M
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
2025 Q1
|
4/23/2025 |
52
|
$120 M
|
| B.O.S.S. Retirement Advisors, LLC |
2025 Q1
|
4/23/2025 |
172
|
$340 M
|
| Independent Solutions Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
173
|
$450 M
|
| PMV Capital Advisers, LLC |
2025 Q1
|
4/23/2025 |
76
|
$41 M
|
| Spire Wealth Management |
2025 Q1
|
4/23/2025 |
2,464
|
$3.1 B
|
| Timonier Family Office, LTD. |
2025 Q1
|
4/23/2025 |
50
|
$230 M
|
| waypoint wealth counsel |
2025 Q1
|
4/23/2025 |
189
|
$160 M
|