| Edge Financial Advisors LLC |
2025 Q2
|
7/23/2025 |
137
|
$190 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2025 Q2
|
7/23/2025 |
80
|
$130 M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2025 Q2
|
7/23/2025 |
112
|
$200 M
|
| Insight Inv LLC |
2025 Q2
|
7/23/2025 |
116
|
$150 M
|
| Navera Investment Management Ltd. |
2025 Q2
|
7/23/2025 |
51
|
$5.5 B
|
| Armbruster Capital Management, Inc. |
2025 Q2
|
7/23/2025 |
128
|
$550 M
|
| Lakeside Advisors, INC. |
2025 Q2
|
7/23/2025 |
62
|
$160 M
|
| SHARIAPORTFOLIO, INC. |
2025 Q2
|
7/23/2025 |
23
|
$230 M
|
| LifeSteps Financial, Inc. |
2025 Q2
|
7/23/2025 |
86
|
$150 M
|
| FINANCIAL LIFE ADVISORS |
2025 Q2
|
7/23/2025 |
48
|
$290 M
|
| Detalus Advisors, LLC |
2025 Q2
|
7/23/2025 |
172
|
$350 M
|
| Nelson Capital Management, LLC |
2025 Q2
|
7/23/2025 |
101
|
$760 M
|
| Lansing Street Advisors |
2025 Q2
|
7/23/2025 |
134
|
$340 M
|
| Northern Financial Advisors Inc |
2025 Q2
|
7/23/2025 |
107
|
$130 M
|
| QUARRY HILL ADVISORS, LLC |
2025 Q2
|
7/23/2025 |
48
|
$170 M
|
| Narwhal Capital Management |
2025 Q2
|
7/23/2025 |
162
|
$1.2 B
|
| GGM Financials LLC |
2025 Q2
|
7/23/2025 |
48
|
$490 M
|
| Ignite Planners, LLC |
2025 Q2
|
7/23/2025 |
358
|
$580 M
|
| Richardson Capital Management LLC |
2025 Q2
|
7/23/2025 |
206
|
$190 M
|
| Rosenthal | Henry Capital Advisors, Inc. |
2025 Q2
|
7/23/2025 |
37
|
$99 M
|
| RiverTree Advisors, LLC |
2025 Q2
|
7/23/2025 |
54
|
$150 M
|
| H&H Retirement Design & Management INC |
2025 Q2
|
7/23/2025 |
81
|
$180 M
|
| DOHJ, LLC |
2025 Q2
|
7/23/2025 |
144
|
$340 M
|
| GAGNON SECURITIES LLC |
2025 Q2
|
7/23/2025 |
87
|
$490 M
|
| ETF Portfolio Partners, Inc. |
2025 Q2
|
7/23/2025 |
66
|
$360 M
|
| Fortis Advisors, LLC |
2025 Q2
|
7/23/2025 |
117
|
$160 M
|
| Liberty Street Advisors, Inc. |
2025 Q2
|
7/23/2025 |
3
|
$82 M
|
| Castle Rock Wealth Management, LLC |
2025 Q2
|
7/23/2025 |
246
|
$430 M
|
| Morton Capital Management LLC/CA |
2025 Q2
|
7/23/2025 |
126
|
$560 M
|
| TI-TRUST, INC |
2025 Q2
|
7/23/2025 |
128
|
$150 M
|
| Lattice Capital Management, LLC |
2025 Q2
|
7/23/2025 |
22
|
$91 M
|
| Guild Investment Management, Inc. |
2025 Q2
|
7/23/2025 |
44
|
$120 M
|
| Valmark Advisers, Inc. |
2025 Q2
|
7/23/2025 |
640
|
$7.2 B
|
| Gainplan LLC |
2025 Q2
|
7/23/2025 |
54
|
$220 M
|
| WESPAC Advisors, LLC |
2025 Q2
|
7/23/2025 |
171
|
$140 M
|
| Gagnon Advisors, LLC |
2025 Q2
|
7/23/2025 |
24
|
$150 M
|
| HALL CAPITAL MANAGEMENT CO INC |
2025 Q2
|
7/23/2025 |
94
|
$240 M
|
| Windle Wealth, LLC |
2025 Q2
|
7/23/2025 |
33
|
$200 M
|
| Morey & Quinn Wealth Partners, LLC |
2025 Q2
|
7/23/2025 |
129
|
$120 M
|
| Ironwood Financial, llc |
2025 Q2
|
7/23/2025 |
159
|
$470 M
|
| Schrum Private Wealth Management LLC |
2025 Q2
|
7/23/2025 |
125
|
$120 M
|
| AMI INVESTMENT MANAGEMENT INC |
2025 Q2
|
7/23/2025 |
72
|
$390 M
|
| Peak Financial Management, Inc. |
2025 Q2
|
7/23/2025 |
95
|
$350 M
|
| Austin Asset Management Co Inc |
2025 Q2
|
7/23/2025 |
74
|
$510 M
|
| Maryland State Retirement & Pension System |
2025 Q2
|
7/23/2025 |
1,488
|
$4.6 B
|
| Optas, LLC |
2025 Q2
|
7/23/2025 |
929
|
$530 M
|
| Aurora Investment Managers, LLC. |
2025 Q2
|
7/23/2025 |
48
|
$170 M
|
| Capital Management Associates, Inc |
2025 Q2
|
7/23/2025 |
124
|
$320 M
|
| Sitrin Capital Management LLC |
2025 Q2
|
7/23/2025 |
42
|
$200 M
|
| FIRST MERCHANTS CORP |
2025 Q2
|
7/23/2025 |
518
|
$2.6 B
|
| Dempze Nancy E |
2025 Q2
|
7/23/2025 |
312
|
$170 M
|
| Massachusetts Wealth Management |
2025 Q2
|
7/23/2025 |
94
|
$180 M
|
| Eagle Strategies LLC |
2025 Q2
|
7/23/2025 |
226
|
$660 M
|
| PARK CIRCLE Co |
2025 Q2
|
7/23/2025 |
116
|
$120 M
|
| Fluent Financial, LLC |
2025 Q2
|
7/23/2025 |
63
|
$240 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2025 Q2
|
7/23/2025 |
255
|
$1.6 B
|
| Clear Creek Financial Management, LLC |
2025 Q2
|
7/23/2025 |
538
|
$1.1 B
|
| IMZ Advisory Inc |
2025 Q2
|
7/23/2025 |
40
|
$250 M
|
| Golden Reserve Retirement LLC |
2025 Q2
|
7/23/2025 |
18
|
$310 M
|
| L.K. Benson & Company, P.C. |
2025 Q2
|
7/23/2025 |
99
|
$160 M
|
| Armstrong, Fleming & Moore, Inc |
2025 Q2
|
7/23/2025 |
106
|
$180 M
|
| Mullooly Asset Management, Inc. |
2025 Q2
|
7/23/2025 |
47
|
$240 M
|
| TECTONIC ADVISORS LLC |
2025 Q2
|
7/23/2025 |
407
|
$1.7 B
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2025 Q2
|
7/23/2025 |
195
|
$1.5 B
|
| ACCOUNT MANAGEMENT LLC |
2025 Q2
|
7/23/2025 |
25
|
$91 M
|
| Allegiance Financial Group Advisory Services LLC |
2025 Q2
|
7/23/2025 |
152
|
$380 M
|
| Beaumont Asset Management, L.L.C. |
2025 Q2
|
7/23/2025 |
65
|
$190 M
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2025 Q2
|
7/23/2025 |
287
|
$170 M
|
| Columbus Macro, LLC |
2025 Q2
|
7/23/2025 |
208
|
$820 M
|
| SpringVest Wealth Management LLC |
2025 Q2
|
7/23/2025 |
61
|
$120 M
|
| InTrack Investment Management Inc |
2025 Q2
|
7/23/2025 |
111
|
$150 M
|
| Notis-McConarty Edward |
2025 Q2
|
7/23/2025 |
230
|
$210 M
|
| CORNERSTONE ENTERPRISES, LLC |
2025 Q2
|
7/23/2025 |
32
|
$190 M
|
| Values Added Financial LLC |
2025 Q2
|
7/23/2025 |
121
|
$210 M
|
| Cohen Investment Advisors LLC |
2025 Q2
|
7/23/2025 |
80
|
$190 M
|
| Trifecta Capital Advisors, LLC |
2025 Q2
|
7/23/2025 |
478
|
$600 M
|
| DEERE & CO |
2025 Q2
|
7/23/2025 |
5
|
$0
|
| Vontobel Holding Ltd. |
2025 Q2
|
7/23/2025 |
3,064
|
$31 B
|
| Rye Brook Capital LLC |
2025 Q2
|
7/23/2025 |
24
|
$96 M
|
| Horizon Advisory Services, Inc. |
2025 Q2
|
7/23/2025 |
46
|
$190 M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2025 Q2
|
7/23/2025 |
61
|
$160 M
|
| Mirova US LLC |
2025 Q2
|
7/23/2025 |
35
|
$9.7 B
|
| Triasima Portfolio Management inc. |
2025 Q2
|
7/23/2025 |
128
|
$550 M
|
| Trust Asset Management LLC |
2025 Q2
|
7/23/2025 |
224
|
$1.3 B
|
| PROFFITT & GOODSON INC |
2025 Q2
|
7/23/2025 |
262
|
$660 M
|
| REAP Financial Group, LLC |
2025 Q2
|
7/23/2025 |
499
|
$430 M
|
| Arcataur Capital Management LLC |
2025 Q2
|
7/23/2025 |
99
|
$320 M
|
| Axos Invest Inc. |
2025 Q2
|
7/23/2025 |
22
|
$130 M
|
| Kidder Stephen W |
2025 Q2
|
7/23/2025 |
337
|
$330 M
|
| HENDLEY & CO INC |
2025 Q2
|
7/23/2025 |
46
|
$290 M
|
| Bear Mountain Capital, Inc. |
2025 Q2
|
7/23/2025 |
182
|
$280 M
|
| Somnio Financial Group, LLC |
2025 Q2
|
7/23/2025 |
13
|
$140 M
|
| SECURED RETIREMENT ADVISORS, LLC |
2025 Q2
|
7/23/2025 |
115
|
$170 M
|
| NBT BANK N A /NY |
2025 Q2
|
7/23/2025 |
1,359
|
$1.5 B
|
| PURE PORTFOLIOS HOLDINGS LLC |
2025 Q2
|
7/23/2025 |
102
|
$300 M
|
| Lakeshore Capital Group, Inc. |
2025 Q2
|
7/23/2025 |
78
|
$110 M
|
| Abel Hall, LLC |
2025 Q2
|
7/23/2025 |
289
|
$220 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2025 Q2
|
7/23/2025 |
107
|
$230 M
|
| SOMERVILLE KURT F |
2025 Q2
|
7/23/2025 |
430
|
$590 M
|
| Madden Advisory Services, Inc. |
2025 Q2
|
7/23/2025 |
100
|
$230 M
|