| EDMP, INC. |
2025 Q3
|
10/21/2025 |
69
|
$130 M
|
| True Wealth Design, LLC |
2025 Q3
|
10/21/2025 |
2,712
|
$330 M
|
| SENTINEL PENSION ADVISORS, LLC |
2025 Q3
|
10/21/2025 |
123
|
$630 M
|
| Generali Asset Management SPA SGR |
2025 Q3
|
10/21/2025 |
499
|
$4.7 B
|
| CapWealth Advisors, LLC |
2025 Q3
|
10/21/2025 |
106
|
$1.1 B
|
| BANQUE PICTET & CIE SA |
2025 Q3
|
10/21/2025 |
405
|
$17 B
|
| Hubbell Strickland Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
82
|
$240 M
|
| Greenbush Financial Group, LLC |
2025 Q3
|
10/21/2025 |
32
|
$260 M
|
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q3
|
10/21/2025 |
262
|
$1.7 B
|
| Coastline Trust Co |
2025 Q3
|
10/21/2025 |
570
|
$930 M
|
| Wealth Management Associates, Inc. |
2025 Q3
|
10/21/2025 |
230
|
$280 M
|
| PPSC Investment Service Corp |
2025 Q3
|
10/21/2025 |
8
|
$1.3 B
|
| PayPay Securities Corp |
2025 Q3
|
10/21/2025 |
281
|
$2.8 M
|
| Ninety One UK Ltd |
2025 Q3
|
10/21/2025 |
206
|
$45 B
|
| Ninety One North America, Inc. |
2025 Q3
|
10/21/2025 |
68
|
$2.1 B
|
| Ninety One SA (PTY) Ltd |
2025 Q3
|
10/21/2025 |
75
|
$690 M
|
| Munro Partners |
2024 Q2
|
10/20/2025 |
57
|
$2.7 B
|
| Munro Partners |
2024 Q1
|
10/20/2025 |
57
|
$2.8 B
|
| Chico Wealth RIA |
2025 Q3
|
10/20/2025 |
33
|
$150 M
|
| Strait & Sound Wealth Management LLC |
2025 Q3
|
10/20/2025 |
148
|
$260 M
|
| Twin Lakes Capital Management, LLC |
2025 Q3
|
10/20/2025 |
224
|
$220 M
|
| Hofer & Associates. Inc |
2025 Q3
|
10/20/2025 |
60
|
$170 M
|
| SEMITAM BONAM LLC |
2025 Q3
|
10/20/2025 |
44
|
$110 M
|
| Farrell Financial LLC |
2025 Q3
|
10/20/2025 |
70
|
$160 M
|
| Roberts Wealth Advisors, LLC |
2025 Q3
|
10/20/2025 |
98
|
$380 M
|
| ROMANO BROTHERS AND COMPANY |
2025 Q3
|
10/20/2025 |
319
|
$870 M
|
| Foundation Wealth Management, LLC\PA |
2025 Q3
|
10/20/2025 |
94
|
$260 M
|
| My Personal CFO, LLC |
2025 Q3
|
10/20/2025 |
94
|
$260 M
|
| McElhenny Sheffield Capital Management, LLC |
2025 Q3
|
10/20/2025 |
106
|
$420 M
|
| Salomon & Ludwin, LLC |
2025 Q3
|
10/20/2025 |
2,154
|
$1.1 B
|
| E&G Advisors, LP |
2025 Q3
|
10/20/2025 |
227
|
$430 M
|
| FINANCIAL CONSULATE, INC |
2025 Q3
|
10/20/2025 |
1,153
|
$710 M
|
| Daner Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
98
|
$150 M
|
| White & Co Financial Planning Inc |
2025 Q3
|
10/20/2025 |
19
|
$130 M
|
| RB Capital Management, LLC |
2025 Q3
|
10/20/2025 |
188
|
$480 M
|
| Munro Partners |
2024 Q3
|
10/20/2025 |
62
|
$2.7 B
|
| Rye Brook Capital LLC |
2025 Q3
|
10/20/2025 |
31
|
$190 M
|
| Eldred Rock Partners, LLC |
2025 Q3 - RESTATEMENT
|
10/20/2025 |
30
|
$400 M
|
| RVW Wealth, LLC |
2025 Q3
|
10/20/2025 |
176
|
$1.3 B
|
| JDM Financial Group LLC |
2025 Q3
|
10/20/2025 |
280
|
$240 M
|
| Morton Brown Family Wealth, LLC |
2025 Q3
|
10/20/2025 |
264
|
$350 M
|
| MATHER GROUP, LLC. |
2025 Q3
|
10/20/2025 |
1,715
|
$9.9 B
|
| OPTIMUM INVESTMENT ADVISORS |
2025 Q3
|
10/20/2025 |
613
|
$250 M
|
| Refined Wealth Management |
2025 Q3
|
10/20/2025 |
36
|
$160 M
|
| RESTON WEALTH MANAGEMENT LLC |
2025 Q3
|
10/20/2025 |
53
|
$310 M
|
| DUPONT CAPITAL MANAGEMENT CORP |
2025 Q3
|
10/20/2025 |
109
|
$970 M
|
| Regency Capital Management Inc.\DE |
2025 Q3
|
10/20/2025 |
58
|
$210 M
|
| West Branch Capital LLC |
2025 Q3
|
10/20/2025 |
452
|
$380 M
|
| Pine Haven Investment Counsel, Inc |
2025 Q3
|
10/20/2025 |
117
|
$140 M
|
| GSG Advisors LLC |
2025 Q3
|
10/20/2025 |
126
|
$380 M
|
| Massachusetts Wealth Management |
2025 Q3
|
10/20/2025 |
96
|
$200 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2025 Q3
|
10/20/2025 |
192
|
$1.5 B
|
| Moody Aldrich Partners LLC |
2025 Q3
|
10/20/2025 |
188
|
$530 M
|
| TFO Wealth Partners, LLC |
2025 Q3
|
10/20/2025 |
50
|
$610 M
|
| Mokosak Advisory Group, LLC |
2025 Q3
|
10/20/2025 |
38
|
$380 M
|
| Pure Financial Advisors, LLC |
2025 Q3
|
10/20/2025 |
496
|
$6.3 B
|
| Tripletail Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
330
|
$85 M
|
| Chris Bulman Inc |
2025 Q3
|
10/20/2025 |
142
|
$200 M
|
| Shum Financial Group, Inc. |
2025 Q3
|
10/20/2025 |
94
|
$130 M
|
| Mallini Complete Financial Planning LLC |
2025 Q3
|
10/20/2025 |
60
|
$120 M
|
| Fortress Financial Solutions, LLC |
2025 Q3
|
10/20/2025 |
60
|
$92 M
|
| Stonebridge Financial Group, LLC |
2025 Q3
|
10/20/2025 |
240
|
$1.1 B
|
| Mainstream Capital Management LLC |
2025 Q3
|
10/20/2025 |
87
|
$150 M
|
| Keystone Financial Group, Inc. |
2025 Q3
|
10/20/2025 |
130
|
$180 M
|
| Hartmann Taylor Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
51
|
$140 M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q3
|
10/20/2025 |
85
|
$280 M
|
| IAM Advisory, LLC |
2025 Q3
|
10/20/2025 |
102
|
$440 M
|
| Chemistry Wealth Management LLC |
2025 Q3
|
10/20/2025 |
202
|
$520 M
|
| Miracle Mile Advisors, LLC |
2025 Q3
|
10/20/2025 |
824
|
$6.7 B
|
| Davis Investment Partners, LLC |
2025 Q3
|
10/20/2025 |
156
|
$290 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/20/2025 |
150
|
$260 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2025 Q3
|
10/20/2025 |
4
|
$43 B
|
| Premier Financial Group |
2025 Q3
|
10/20/2025 |
63
|
$370 M
|
| JB Capital LLC |
2025 Q3
|
10/20/2025 |
252
|
$2.3 B
|
| Koss-Olinger Consulting, LLC |
2025 Q3
|
10/20/2025 |
311
|
$1.2 B
|
| Allspring Global Investments Holdings, LLC |
2025 Q3
|
10/20/2025 |
3,221
|
$62 B
|
| Masso Torrence Wealth Management Inc. |
2025 Q3
|
10/20/2025 |
108
|
$240 M
|
| Nicholas Wealth, LLC. |
2025 Q3
|
10/20/2025 |
121
|
$240 M
|
| DHJJ Financial Advisors, Ltd. |
2025 Q3
|
10/20/2025 |
1,003
|
$290 M
|
| ADVOCATE GROUP LLC |
2025 Q3
|
10/20/2025 |
122
|
$610 M
|
| Roth Financial Partners LLC |
2025 Q3
|
10/20/2025 |
32
|
$300 M
|
| Security National Bank |
2025 Q3
|
10/20/2025 |
474
|
$650 M
|
| Lauer Wealth, LLC |
2025 Q3
|
10/20/2025 |
66
|
$140 M
|
| Keystone Global Partners, LLC |
2025 Q3
|
10/20/2025 |
51
|
$200 M
|
| CenterStar Asset Management, LLC |
2025 Q3
|
10/20/2025 |
277
|
$470 M
|
| Ayrshire Capital Management LLC |
2025 Q3
|
10/20/2025 |
47
|
$220 M
|
| Accurate Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
487
|
$750 M
|
| Trail Ridge Investment Advisors, LLC |
2025 Q3
|
10/20/2025 |
108
|
$220 M
|
| WJ Interests, LLC |
2025 Q3
|
10/20/2025 |
25
|
$250 M
|
| Balance Wealth, LLC |
2025 Q3
|
10/20/2025 |
133
|
$400 M
|
| Yarbrough Capital, LLC |
2025 Q3
|
10/20/2025 |
156
|
$3.2 B
|
| Shira Ridge Wealth Management |
2025 Q3
|
10/20/2025 |
85
|
$240 M
|
| GPM Growth Investors, Inc. |
2025 Q3
|
10/20/2025 |
42
|
$260 M
|
| Altus Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
28
|
$230 M
|
| Ocean Park Asset Management, LLC |
2025 Q3
|
10/20/2025 |
94
|
$2.4 B
|
| MOTIVE WEALTH ADVISORS |
2025 Q3
|
10/20/2025 |
89
|
$230 M
|
| Vanderbilt University |
2025 Q3
|
10/20/2025 |
73
|
$600 M
|
| HighMark Wealth Management LLC |
2025 Q3
|
10/20/2025 |
607
|
$230 M
|
| Delta Investment Management, LLC |
2025 Q3
|
10/20/2025 |
268
|
$560 M
|
| XML Financial, LLC |
2025 Q3
|
10/20/2025 |
393
|
$1.2 B
|