| HENGEHOLD CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/16/2025 |
215
|
$1.2 B
|
| OLIO Financial Planning |
2025 Q3
|
10/16/2025 |
67
|
$340 M
|
| INCOME RESEARCH & MANAGEMENT |
2025 Q3
|
10/16/2025 |
35
|
$200 M
|
| Kopp Family Office, LLC |
2025 Q3
|
10/16/2025 |
26
|
$150 M
|
| THOMA BRAVO, L.P. |
2025 Q3
|
10/16/2025 |
4
|
$12 B
|
| Eagle Capital Management, LLC |
2025 Q3
|
10/16/2025 |
49
|
$260 M
|
| Oldfather Financial Services, LLC |
2025 Q3
|
10/16/2025 |
92
|
$320 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2025 Q3
|
10/16/2025 |
255
|
$870 M
|
| West Tower Group, LLC |
2025 Q3
|
10/16/2025 |
50
|
$35 M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2025 Q3
|
10/16/2025 |
48
|
$120 M
|
| Hoese & Co LLP |
2025 Q3
|
10/16/2025 |
146
|
$130 M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2025 Q3
|
10/16/2025 |
169
|
$280 M
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2025 Q3
|
10/16/2025 |
204
|
$1.5 B
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2025 Q3
|
10/16/2025 |
224
|
$890 M
|
| Provident Wealth Management, LLC |
2025 Q3
|
10/16/2025 |
138
|
$330 M
|
| LeConte Wealth Management, LLC |
2025 Q3
|
10/16/2025 |
127
|
$150 M
|
| Portman Square Capital LLP |
2025 Q3
|
10/16/2025 |
107
|
$2.3 B
|
| Cutter & CO Brokerage, Inc. |
2025 Q3
|
10/16/2025 |
1
|
$0
|
| Howard Capital Management Group, LLC |
2025 Q3
|
10/16/2025 |
143
|
$1.6 B
|
| Darwin Wealth Management, LLC |
2025 Q3
|
10/16/2025 |
607
|
$310 M
|
| Comprehensive Financial Consultants Institutional, Inc. |
2025 Q3
|
10/16/2025 |
185
|
$320 M
|
| Connective Portfolio Management, LLC |
2025 Q3
|
10/16/2025 |
38
|
$57 M
|
| AMARILLO NATIONAL BANK |
2025 Q3
|
10/16/2025 |
127
|
$570 M
|
| Stockman Wealth Management, Inc. |
2025 Q3
|
10/16/2025 |
175
|
$810 M
|
| Beacon Capital Management, Inc. |
2025 Q3
|
10/16/2025 |
181
|
$2.1 B
|
| New Hampshire Trust |
2025 Q3
|
10/16/2025 |
306
|
$520 M
|
| Lowe Wealth Advisors, LLC |
2025 Q3
|
10/16/2025 |
395
|
$270 M
|
| Richwood Investment Advisors, LLC |
2025 Q3
|
10/16/2025 |
100
|
$130 M
|
| MEYER HANDELMAN CO |
2025 Q3
|
10/16/2025 |
281
|
$3.2 B
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2025 Q3
|
10/16/2025 |
736
|
$2.1 B
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q3
|
10/16/2025 |
254
|
$2.4 B
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/16/2025 |
95
|
$210 M
|
| HILLTOP WEALTH ADVISORS, LLC |
2025 Q3
|
10/16/2025 |
51
|
$190 M
|
| Capital Advisors, Ltd. LLC |
2025 Q3
|
10/16/2025 |
1,528
|
$890 M
|
| BRIAN LOW FINANCIAL GROUP, LLC |
2025 Q3
|
10/16/2025 |
108
|
$130 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2025 Q3
|
10/16/2025 |
35
|
$240 M
|
| Conrad Siegel Investment Advisors, Inc. |
2025 Q3
|
10/16/2025 |
57
|
$480 M
|
| Cohen Klingenstein LLC |
2025 Q3
|
10/16/2025 |
204
|
$3.2 B
|
| RICE HALL JAMES & ASSOCIATES, LLC |
2025 Q3
|
10/16/2025 |
248
|
$1.8 B
|
| HBW ADVISORY SERVICES LLC |
2025 Q3
|
10/16/2025 |
417
|
$890 M
|
| Emprise Bank |
2025 Q3
|
10/16/2025 |
111
|
$230 M
|
| Baker Chad R |
2025 Q3
|
10/16/2025 |
54
|
$580 M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2025 Q3
|
10/16/2025 |
119
|
$1.8 B
|
| Ellsworth Advisors, LLC |
2025 Q3
|
10/16/2025 |
164
|
$470 M
|
| Signature Resources Capital Management, LLC |
2025 Q3
|
10/16/2025 |
518
|
$180 M
|
| SAYBROOK CAPITAL /NC |
2025 Q3
|
10/16/2025 |
43
|
$380 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2025 Q3
|
10/16/2025 |
182
|
$1.2 B
|
| CMG Global Holdings, LLC |
2025 Q3
|
10/16/2025 |
94
|
$200 M
|
| Tower View Wealth Management LLC |
2025 Q3
|
10/16/2025 |
174
|
$190 M
|
| Gleason Group, Inc. |
2025 Q3
|
10/16/2025 |
203
|
$1.0 B
|
| BURNEY CO/ |
2025 Q3
|
10/16/2025 |
663
|
$3.1 B
|
| Orange Investment Advisors, Inc. |
2025 Q3
|
10/16/2025 |
177
|
$960 M
|
| Burns Matteson Capital Management, LLC |
2025 Q3
|
10/16/2025 |
201
|
$250 M
|
| Basepoint Wealth LLC |
2025 Q2
|
10/16/2025 |
104
|
$130 M
|
| Cordant, Inc. |
2025 Q3
|
10/16/2025 |
66
|
$220 M
|
| PFS Partners, LLC |
2025 Q3
|
10/16/2025 |
561
|
$210 M
|
| NVWM, LLC |
2025 Q3
|
10/16/2025 |
899
|
$440 M
|
| SWS Partners |
2025 Q3
|
10/16/2025 |
121
|
$410 M
|
| K2 Financial Inc. |
2025 Q3
|
10/16/2025 |
58
|
$120 M
|
| Basepoint Wealth LLC |
2025 Q1
|
10/16/2025 |
103
|
$130 M
|
| CRA Financial Services, LLC |
2025 Q3
|
10/16/2025 |
294
|
$730 M
|
| City State Bank |
2025 Q3
|
10/16/2025 |
742
|
$350 M
|
| KRS Capital Management, LLC |
2025 Q3
|
10/16/2025 |
112
|
$170 M
|
| Ridgemont Partners Management, LLC |
2025 Q3
|
10/16/2025 |
1
|
$50 M
|
| LifeSteps Financial, Inc. |
2025 Q3
|
10/16/2025 |
89
|
$160 M
|
| Marotta Asset Management |
2025 Q3
|
10/16/2025 |
109
|
$530 M
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q3
|
10/16/2025 |
142
|
$650 M
|
| Basepoint Wealth LLC |
2024 Q4
|
10/16/2025 |
107
|
$130 M
|
| Asio Capital, LLC |
2025 Q3
|
10/16/2025 |
109
|
$670 M
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2025 Q3
|
10/16/2025 |
1
|
$200 M
|
| Custos Family Office, LLC |
2025 Q3
|
10/16/2025 |
65
|
$180 M
|
| AMI ASSET MANAGEMENT CORP |
2025 Q3
|
10/16/2025 |
89
|
$1.8 B
|
| Basepoint Wealth LLC |
2024 Q3
|
10/16/2025 |
111
|
$140 M
|
| Rubicon Global Capital Ltd |
2025 Q3
|
10/16/2025 |
10
|
$450 M
|
| REBALANCE, LLC |
2025 Q3
|
10/16/2025 |
102
|
$1.7 B
|
| RICHARDS, MERRILL & PETERSON, INC. |
2025 Q3
|
10/16/2025 |
215
|
$230 M
|
| John W. Brooker & Co., CPAs |
2025 Q3
|
10/16/2025 |
48
|
$49 M
|
| Basepoint Wealth LLC |
2024 Q2
|
10/16/2025 |
111
|
$130 M
|
| Triune Financial Partners, LLC |
2025 Q3
|
10/16/2025 |
47
|
$400 M
|
| Litman Gregory Wealth Management LLC |
2025 Q3
|
10/16/2025 |
146
|
$1.3 B
|
| Basepoint Wealth LLC |
2024 Q1
|
10/16/2025 |
115
|
$130 M
|
| Basepoint Wealth LLC |
2023 Q4
|
10/16/2025 |
102
|
$120 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/16/2025 |
414
|
$2.0 B
|
| MBL Wealth, LLC |
2025 Q3
|
10/16/2025 |
285
|
$1.1 B
|
| Regent Peak Wealth Advisors LLC |
2025 Q3
|
10/16/2025 |
190
|
$500 M
|
| Silverleafe Capital Partners, LLC |
2025 Q3
|
10/16/2025 |
92
|
$330 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2025 Q3
|
10/16/2025 |
923
|
$1.0 B
|
| Basepoint Wealth LLC |
2023 Q3
|
10/16/2025 |
100
|
$120 M
|
| HAMILTON CAPITAL PARTNERS, LLC |
2025 Q3
|
10/16/2025 |
21
|
$260 M
|
| Curran Financial Partners, LLC |
2025 Q3
|
10/16/2025 |
129
|
$510 M
|
| Gladwyn Financial Advisors, Inc. |
2025 Q3
|
10/16/2025 |
111
|
$140 M
|
| Elite Life Management LLC |
2025 Q3
|
10/16/2025 |
36
|
$49 M
|
| HBK Sorce Advisory LLC |
2025 Q3 - RESTATEMENT
|
10/16/2025 |
629
|
$4.0 B
|
| Axos Invest Inc. |
2025 Q3
|
10/16/2025 |
22
|
$130 M
|
| DecisionMap Wealth Management, LLC |
2025 Q3
|
10/16/2025 |
129
|
$160 M
|
| Mirabaud & Cie SA |
2025 Q3
|
10/16/2025 |
57
|
$310 M
|
| 25 LLC |
2025 Q3
|
10/16/2025 |
67
|
$290 M
|
| Polianta Ltd |
2025 Q3
|
10/16/2025 |
74
|
$240 M
|
| Syntegra Private Wealth Group, LLC |
2025 Q3
|
10/16/2025 |
189
|
$1.1 B
|
| Invst, LLC |
2025 Q2
|
10/16/2025 |
297
|
$800 M
|