| BOURGEON CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/18/2025 |
107
|
$510 M
|
| Westhampton Capital, LLC |
2025 Q2
|
7/18/2025 |
116
|
$190 M
|
| Parkside Investments, LLC |
2025 Q2
|
7/18/2025 |
90
|
$740 M
|
| LBP AM SA |
2025 Q2
|
7/18/2025 |
442
|
$7.1 B
|
| UNITED BANK |
2025 Q2
|
7/18/2025 |
257
|
$840 M
|
| Victrix Investment Advisors |
2025 Q2
|
7/18/2025 |
103
|
$230 M
|
| Institute for Wealth Management, LLC. |
2025 Q2
|
7/18/2025 |
561
|
$900 M
|
| Arcadia Wealth Management, LLC |
2025 Q2
|
7/18/2025 |
59
|
$230 M
|
| Brown Shipley& Co Ltd |
2025 Q2
|
7/18/2025 |
74
|
$180 M
|
| Columbia Asset Management |
2025 Q2
|
7/18/2025 |
170
|
$510 M
|
| Brueske Advisory Services, LLC |
2025 Q2
|
7/18/2025 |
61
|
$150 M
|
| TRUIST FINANCIAL CORP |
2025 Q2
|
7/18/2025 |
4,895
|
$68 B
|
| Broadway Wealth Solutions, Inc. |
2025 Q2
|
7/18/2025 |
94
|
$160 M
|
| Donald L. Hagan, LLC |
2025 Q2
|
7/18/2025 |
88
|
$200 M
|
| Powers Advisory Group, LLC |
2025 Q2
|
7/18/2025 |
115
|
$230 M
|
| SYQUANT CAPITAL SAS |
2025 Q2 - RESTATEMENT
|
7/18/2025 |
14
|
$300 M
|
| Mithaq Capital SPC |
2025 Q2
|
7/18/2025 |
4
|
$390 M
|
| PGGM Investments |
2025 Q2
|
7/18/2025 |
68
|
$5.8 B
|
| Union Bancaire Privee, UBP SA |
2025 Q2
|
7/18/2025 |
501
|
$6.9 B
|
| Aquamarine Zurich AG |
2025 Q2 - RESTATEMENT
|
7/18/2025 |
14
|
$310 M
|
| Aquamarine Zurich AG |
2025 Q1 - RESTATEMENT
|
7/18/2025 |
14
|
$290 M
|
| FIRST UNITED BANK & TRUST |
2025 Q2
|
7/18/2025 |
551
|
$290 M
|
| CALEDONIA INVESTMENTS PLC |
2025 Q2
|
7/18/2025 |
15
|
$1.0 B
|
| WealthNavi Inc. |
2025 Q2
|
7/18/2025 |
10
|
$9.9 B
|
| Midwest Financial Group LLC |
2025 Q2
|
7/17/2025 |
114
|
$190 M
|
| Citrine Capital LLC |
2025 Q2
|
7/17/2025 |
40
|
$190 M
|
| TABR Capital Management, LLC |
2025 Q2
|
7/17/2025 |
42
|
$120 M
|
| PFG Investments, LLC |
2025 Q2
|
7/17/2025 |
1,046
|
$1.7 B
|
| Consolidated Portfolio Review Corp |
2025 Q2
|
7/17/2025 |
445
|
$720 M
|
| BCU Wealth Advisors, LLC |
2025 Q2
|
7/17/2025 |
56
|
$220 M
|
| Renaissance Capital LLC |
2025 Q2
|
7/17/2025 |
28
|
$140 M
|
| FMB WEALTH MANAGEMENT |
2025 Q2
|
7/17/2025 |
117
|
$210 M
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2025 Q2
|
7/17/2025 |
107
|
$310 M
|
| LOCKERMAN FINANCIAL GROUP, INC. |
2025 Q2
|
7/17/2025 |
138
|
$74 M
|
| FINANCIAL CONSULATE, INC |
2025 Q2
|
7/17/2025 |
37
|
$510 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2025 Q2
|
7/17/2025 |
127
|
$160 M
|
| Alley Investment Management Company, LLC |
2025 Q2
|
7/17/2025 |
85
|
$830 M
|
| Martel Wealth Advisors Inc |
2025 Q2
|
7/17/2025 |
70
|
$540 M
|
| Cooper Financial Group |
2025 Q2
|
7/17/2025 |
374
|
$850 M
|
| Lauterbach Financial Advisors, LLC |
2025 Q2
|
7/17/2025 |
80
|
$180 M
|
| Leverty Financial Group, LLC |
2025 Q2
|
7/17/2025 |
44
|
$330 M
|
| Centennial Wealth Advisory LLC |
2025 Q2
|
7/17/2025 |
150
|
$310 M
|
| MBA Advisors LLC |
2025 Q2
|
7/17/2025 |
134
|
$220 M
|
| Bosman Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
39
|
$110 M
|
| Hansen & Associates Financial Group, Inc. |
2025 Q2
|
7/17/2025 |
15
|
$180 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
2025 Q2
|
7/17/2025 |
114
|
$460 M
|
| One Wealth Advisors, LLC |
2025 Q2
|
7/17/2025 |
283
|
$720 M
|
| Chicago Capital, LLC |
2025 Q2
|
7/17/2025 |
354
|
$4.1 B
|
| Trivium Point Advisory, LLC |
2025 Q2
|
7/17/2025 |
343
|
$920 M
|
| Spectrum Strategic Capital Management, LLC |
2025 Q2
|
7/17/2025 |
49
|
$200 M
|
| SAXON INTERESTS, INC. |
2025 Q2
|
7/17/2025 |
186
|
$210 M
|
| Paradiem, LLC |
2025 Q2
|
7/17/2025 |
53
|
$400 M
|
| Emerald Advisors, LLC |
2025 Q2
|
7/17/2025 |
101
|
$780 M
|
| LifeGuide Financial Advisors, LLC |
2025 Q2
|
7/17/2025 |
48
|
$270 M
|
| Greenhouse Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
57
|
$160 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/17/2025 |
200
|
$160 M
|
| Mokosak Advisory Group, LLC |
2025 Q2
|
7/17/2025 |
35
|
$350 M
|
| Cornerstone Wealth Advisors, Inc. |
2025 Q2
|
7/17/2025 |
48
|
$390 M
|
| EAGLE WEALTH STRATEGIES LLC |
2025 Q2
|
7/17/2025 |
105
|
$180 M
|
| Robbins Farley |
2025 Q2
|
7/17/2025 |
172
|
$210 M
|
| Eagle Bluffs Wealth Management LLC |
2025 Q2
|
7/17/2025 |
74
|
$210 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2025 Q2
|
7/17/2025 |
125
|
$460 M
|
| Mainsail Financial Group, LLC |
2025 Q2
|
7/17/2025 |
59
|
$210 M
|
| C2C Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
82
|
$110 M
|
| Legacy Wealth Management, Inc |
2025 Q2
|
7/17/2025 |
31
|
$1.6 B
|
| Bluesphere Advisors, LLC |
2025 Q2
|
7/17/2025 |
90
|
$200 M
|
| HAMILTON CAPITAL PARTNERS, LLC |
2025 Q2
|
7/17/2025 |
24
|
$210 M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/17/2025 |
71
|
$290 M
|
| RK Capital Management, LLC/FL |
2024 Q3 - RESTATEMENT
|
7/17/2025 |
15
|
$4.8 B
|
| DiNuzzo Private Wealth, Inc. |
2025 Q2
|
7/17/2025 |
1,369
|
$840 M
|
| Alliance Wealth Advisors, LLC |
2025 Q2
|
7/17/2025 |
146
|
$200 M
|
| JLB & ASSOCIATES INC |
2025 Q2
|
7/17/2025 |
75
|
$720 M
|
| GREENLEAF TRUST |
2025 Q2
|
7/17/2025 |
1,297
|
$11 B
|
| K2 Financial Inc. |
2025 Q2
|
7/17/2025 |
59
|
$110 M
|
| York GP, Ltd. |
2025 Q2
|
7/17/2025 |
3
|
$100 M
|
| BFI Infinity Ltd. |
2025 Q2
|
7/17/2025 |
57
|
$120 M
|
| Mattern Wealth Management LLC |
2025 Q2
|
7/17/2025 |
161
|
$480 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2025 Q2
|
7/17/2025 |
311
|
$1.9 B
|
| HCR Wealth Advisors |
2025 Q2
|
7/17/2025 |
237
|
$850 M
|
| XML Financial, LLC |
2025 Q2
|
7/17/2025 |
393
|
$1.2 B
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2024 Q4 - RESTATEMENT
|
7/17/2025 |
334
|
$1.8 B
|
| POINCIANA ADVISORS GROUP, LLC |
2025 Q2
|
7/17/2025 |
126
|
$110 M
|
| G&S Capital LLC |
2025 Q2
|
7/17/2025 |
123
|
$250 M
|
| DOPKINS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/17/2025 |
82
|
$220 M
|
| Capital Investment Advisors, LLC |
2025 Q2 - NEW HOLDINGS
|
7/17/2025 |
702
|
$5.6 B
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q2
|
7/17/2025 |
32
|
$1.4 B
|
| Gleason Group, Inc. |
2025 Q2
|
7/17/2025 |
205
|
$920 M
|
| RK Capital Management, LLC/FL |
2025 Q1 - NEW HOLDINGS
|
7/17/2025 |
15
|
$8.9 B
|
| Raleigh Capital Management Inc. |
2025 Q2
|
7/17/2025 |
638
|
$240 M
|
| RK Capital Management, LLC/FL |
2024 Q4 - NEW HOLDINGS
|
7/17/2025 |
20
|
$2.4 B
|
| Asio Capital, LLC |
2025 Q2
|
7/17/2025 |
109
|
$600 M
|
| Canaan Partners XI LLC |
2025 Q2
|
7/17/2025 |
4
|
$170 M
|
| Spartan Planning & Wealth Management |
2025 Q2
|
7/17/2025 |
76
|
$120 M
|
| LexAurum Advisors, LLC |
2025 Q2
|
7/17/2025 |
361
|
$630 M
|
| HB Wealth Management, LLC |
2025 Q2
|
7/17/2025 |
1,162
|
$13 B
|
| Janney Capital Management LLC |
2025 Q2
|
7/17/2025 |
232
|
$1.5 B
|
| CLARIS ADVISORS, LLC / MO / |
2025 Q2
|
7/17/2025 |
73
|
$290 M
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q2
|
7/17/2025 |
191
|
$700 M
|
| Janney Montgomery Scott LLC |
2025 Q2
|
7/17/2025 |
2,698
|
$38 B
|
| Park Place Capital Corp |
2025 Q2
|
7/17/2025 |
812
|
$440 M
|