| STERLING INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/20/2025 |
66
|
$170 M
|
| CROBAN |
2025 Q3
|
10/20/2025 |
79
|
$150 M
|
| Northwest Capital Management Inc |
2025 Q3
|
10/20/2025 |
253
|
$95 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2025 Q3
|
10/20/2025 |
404
|
$1.3 B
|
| SANDER CAPITAL ADVISORS INC |
2025 Q3
|
10/20/2025 |
12
|
$240 M
|
| 3Chopt Investment Partners, LLC |
2025 Q3
|
10/20/2025 |
230
|
$440 M
|
| HAHN CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/20/2025 |
28
|
$210 M
|
| Hamilton Point Investment Advisors, LLC |
2025 Q3
|
10/20/2025 |
162
|
$640 M
|
| Fenimore Asset Management Inc |
2025 Q3
|
10/20/2025 |
91
|
$5.0 B
|
| Tikehau Investment Management |
2025 Q3
|
10/20/2025 |
19
|
$68 M
|
| Seascape Capital Management |
2025 Q3
|
10/20/2025 |
96
|
$350 M
|
| Quest 10 Wealth Builders, Inc. |
2025 Q3
|
10/20/2025 |
904
|
$110 M
|
| Quest 10 Wealth Builders, Inc. |
2025 Q2
|
10/20/2025 |
819
|
$100 M
|
| Amplify Investments, LLC |
2025 Q3
|
10/20/2025 |
26
|
$3.9 M
|
| LOS ANGELES CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/20/2025 |
1,344
|
$29 B
|
| DAVIDSON TRUST CO |
2025 Q3
|
10/20/2025 |
265
|
$240 M
|
| MOODY LYNN & LIEBERSON, LLC |
2025 Q3
|
10/20/2025 |
259
|
$1.9 B
|
| HENNESSY ADVISORS INC |
2025 Q3
|
10/20/2025 |
281
|
$2.9 B
|
| BURNS J W & CO INC/NY |
2025 Q3
|
10/20/2025 |
184
|
$880 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q3
|
10/20/2025 |
122
|
$410 M
|
| Lewis Asset Management, LLC |
2025 Q3
|
10/20/2025 |
186
|
$240 M
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2025 Q3
|
10/20/2025 |
59
|
$1.8 B
|
| Sequent Asset Management, LLC |
2025 Q3
|
10/20/2025 |
94
|
$210 M
|
| Ascent Group, LLC |
2025 Q3
|
10/20/2025 |
4,667
|
$2.8 B
|
| Forefront Wealth Partners, LLC |
2025 Q3
|
10/20/2025 |
191
|
$400 M
|
| Kingsman Wealth Management, Inc. |
2025 Q3
|
10/20/2025 |
69
|
$180 M
|
| Investment Partners Asset Management, Inc. |
2025 Q3
|
10/20/2025 |
158
|
$150 M
|
| Base Wealth Management LLC |
2025 Q3
|
10/20/2025 |
63
|
$180 M
|
| Great Diamond Partners, LLC |
2025 Q3
|
10/20/2025 |
225
|
$520 M
|
| Financial Architects, LLC |
2025 Q3
|
10/20/2025 |
28
|
$180 M
|
| James J. Burns & Company, LLC |
2025 Q3
|
10/20/2025 |
159
|
$670 M
|
| Harrington Investments, INC |
2025 Q3
|
10/20/2025 |
85
|
$200 M
|
| SL ADVISORS, LLC |
2025 Q3
|
10/20/2025 |
31
|
$51 M
|
| Mirova US LLC |
2025 Q3
|
10/20/2025 |
36
|
$9.9 B
|
| Advanced Asset Management Advisors Inc |
2025 Q3
|
10/20/2025 |
85
|
$370 M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/20/2025 |
94
|
$300 M
|
| Tuttle Capital Management, LLC |
2025 Q3
|
10/20/2025 |
55
|
$26 M
|
| Brown Shipley& Co Ltd |
2025 Q3
|
10/20/2025 |
72
|
$190 M
|
| KPS Global Asset Management UK Ltd |
2025 Q3
|
10/20/2025 |
4
|
$790 M
|
| Montz Harcus Wealth Management LLC |
2025 Q3
|
10/20/2025 |
86
|
$230 M
|
| Strategic Planning, Inc. |
2025 Q2
|
10/20/2025 |
55
|
$170 M
|
| YANKCOM Partnership |
2025 Q3
|
10/20/2025 |
497
|
$220 M
|
| Strategic Planning, Inc. |
2025 Q3
|
10/20/2025 |
59
|
$170 M
|
| Legal Advantage Investments, Inc. |
2025 Q3
|
10/20/2025 |
89
|
$220 M
|
| Klaas Financial Asset Advisors, LLC |
2025 Q3
|
10/20/2025 |
47
|
$670 M
|
| Paradice Investment Management LLC |
2025 Q3
|
10/20/2025 |
30
|
$450 M
|
| Simplify Asset Management Inc. |
2025 Q3
|
10/20/2025 |
129
|
$5.4 B
|
| Squire Investment Management Company, LLC |
2025 Q3
|
10/20/2025 |
68
|
$310 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2025 Q3
|
10/20/2025 |
53
|
$220 M
|
| Armbruster Capital Management, Inc. |
2025 Q3
|
10/20/2025 |
131
|
$590 M
|
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2025 Q3
|
10/20/2025 |
93
|
$200 M
|
| Clark Asset Management, LLC |
2025 Q3
|
10/20/2025 |
208
|
$860 M
|
| Ergawealth Advisors, Inc. |
2025 Q3
|
10/20/2025 |
59
|
$210 M
|
| LifeGuide Financial Advisors, LLC |
2025 Q3
|
10/20/2025 |
48
|
$270 M
|
| Weaver Capital Management LLC |
2025 Q3
|
10/20/2025 |
193
|
$460 M
|
| TRB Advisors LP |
2025 Q3 - RESTATEMENT
|
10/20/2025 |
11
|
$500 M
|
| Diversified Trust Co |
2025 Q3
|
10/20/2025 |
1,177
|
$5.0 B
|
| Bricktown Capital, LLC |
2025 Q3
|
10/20/2025 |
25
|
$610 M
|
| Joseph P. Lucia & Associates, LLC |
2025 Q3
|
10/20/2025 |
161
|
$270 M
|
| Sivia Capital Partners, LLC |
2025 Q3
|
10/20/2025 |
468
|
$350 M
|
| STRATEGIC VALUE BANK PARTNERS LLC |
2025 Q3
|
10/20/2025 |
14
|
$140 M
|
| Baron Wealth Management LLC |
2025 Q3
|
10/20/2025 |
248
|
$300 M
|
| McGlone Suttner Wealth Management, Inc. |
2025 Q3
|
10/20/2025 |
191
|
$710 M
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2025 Q3
|
10/20/2025 |
35
|
$310 M
|
| Asset Value Investors Ltd |
2025 Q3
|
10/20/2025 |
3
|
$140 M
|
| Abacus FCF Advisors LLC |
2025 Q3
|
10/20/2025 |
60
|
$750 M
|
| Generate Investment Management Ltd |
2025 Q3
|
10/20/2025 |
102
|
$2.0 B
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q3
|
10/20/2025 |
152
|
$1.3 B
|
| Muzinich & Co., Inc. |
2025 Q3
|
10/20/2025 |
39
|
$260 M
|
| Lighthouse Wealth Management Inc. |
2025 Q3
|
10/20/2025 |
44
|
$120 M
|
| Smith Salley Wealth Management |
2025 Q3
|
10/20/2025 |
264
|
$1.9 B
|
| SAX WEALTH ADVISORS, LLC |
2025 Q3
|
10/20/2025 |
437
|
$1.9 B
|
| Shilanski & Associates, Inc. |
2025 Q3
|
10/20/2025 |
109
|
$380 M
|
| Mustard Seed Financial, LLC |
2025 Q3
|
10/20/2025 |
92
|
$160 M
|
| Benin Management CORP |
2025 Q3
|
10/20/2025 |
136
|
$420 M
|
| ALBION FINANCIAL GROUP /UT |
2025 Q3
|
10/20/2025 |
651
|
$1.7 B
|
| waypoint wealth counsel |
2025 Q3
|
10/20/2025 |
420
|
$250 M
|
| Wells Financial Advisors INC |
2025 Q3
|
10/20/2025 |
71
|
$75 M
|
| PRENTISS SMITH & CO INC |
2025 Q3
|
10/20/2025 |
68
|
$180 M
|
| Lionsbridge Wealth Management LLC |
2025 Q3
|
10/20/2025 |
58
|
$100 M
|
| Rooted Wealth Advisors, Inc. |
2025 Q3
|
10/20/2025 |
128
|
$330 M
|
| Wealth Quarterback LLC |
2025 Q3
|
10/20/2025 |
155
|
$260 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2025 Q3
|
10/20/2025 |
107
|
$800 M
|
| FIRST AMERICAN BANK |
2025 Q3
|
10/20/2025 |
263
|
$1.6 B
|
| Westbourne Investment Advisors, Inc. |
2025 Q3
|
10/20/2025 |
116
|
$360 M
|
| Leibman Financial Services, Inc. |
2025 Q3
|
10/20/2025 |
48
|
$130 M
|
| KIECKHEFER GROUP LLC |
2025 Q3
|
10/20/2025 |
52
|
$210 M
|
| Metropolis Capital Ltd |
2025 Q3
|
10/20/2025 |
16
|
$3.2 B
|
| Cobblestone Asset Management LLC |
2025 Q3
|
10/20/2025 |
74
|
$220 M
|
| LifeWealth Investments, LLC |
2025 Q3
|
10/20/2025 |
214
|
$350 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2025 Q3
|
10/20/2025 |
99
|
$550 M
|
| Continuum Advisory, LLC |
2025 Q3
|
10/20/2025 |
437
|
$950 M
|
| Main Line Retirement Advisors, LLC |
2025 Q3
|
10/20/2025 |
45
|
$190 M
|
| Wallington Asset Management, LLC |
2025 Q3
|
10/20/2025 |
71
|
$770 M
|
| Bravias Capital Group, LLC |
2025 Q3
|
10/20/2025 |
112
|
$150 M
|
| WARNER FINANCIAL, INC |
2025 Q3
|
10/20/2025 |
124
|
$270 M
|
| SALZHAUER MICHAEL |
2025 Q3
|
10/20/2025 |
93
|
$210 M
|
| Aurelius Family Office LLC |
2025 Q3
|
10/20/2025 |
49
|
$220 M
|
| LVW Advisors, LLC |
2025 Q3
|
10/20/2025 |
347
|
$980 M
|
| Segment Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
284
|
$1.7 B
|