| Calamos Wealth Management LLC |
2025 Q3
|
10/20/2025 |
432
|
$2.8 B
|
| TBH Global Asset Management, LLC |
2025 Q3
|
10/20/2025 |
246
|
$510 M
|
| MFA WEALTH ADVISORS, LLC |
2025 Q3
|
10/20/2025 |
90
|
$460 M
|
| Mid-American Wealth Advisory Group, Inc. |
2025 Q3
|
10/20/2025 |
49
|
$220 M
|
| Carnegie Lake Advisors LLC |
2025 Q3
|
10/20/2025 |
166
|
$260 M
|
| Swisher Financial Concepts, Inc. |
2025 Q3
|
10/20/2025 |
88
|
$170 M
|
| OMNI 360 Wealth, Inc. |
2025 Q3
|
10/20/2025 |
122
|
$180 M
|
| Marietta Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
120
|
$820 M
|
| Consilium Wealth Advisory, LLC |
2025 Q3
|
10/20/2025 |
95
|
$260 M
|
| Freedom Financial Partners LLC |
2025 Q3
|
10/20/2025 |
84
|
$260 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2025 Q3
|
10/20/2025 |
129
|
$360 M
|
| Aquamarine Zurich AG |
2025 Q3
|
10/20/2025 |
14
|
$320 M
|
| Analyst IMS Investment Management Services Ltd. |
2025 Q3
|
10/20/2025 |
188
|
$3.2 B
|
| Oak Harvest Investment Services |
2025 Q3
|
10/17/2025 |
220
|
$860 M
|
| Fortitude Family Office, LLC |
2025 Q3
|
10/17/2025 |
1,979
|
$370 M
|
| Austin Private Wealth, LLC |
2025 Q3
|
10/17/2025 |
314
|
$1.3 B
|
| CHEMUNG CANAL TRUST CO |
2025 Q3
|
10/17/2025 |
214
|
$500 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2025 Q3
|
10/17/2025 |
1,737
|
$3.5 B
|
| Range Financial Group LLC |
2025 Q3
|
10/17/2025 |
198
|
$280 M
|
| FLEMING JAMES B JR |
2025 Q3
|
10/17/2025 |
2
|
$910 k
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/17/2025 |
6
|
$35 M
|
| Trust Co of Tennessee |
2025 Q3
|
10/17/2025 |
7
|
$470 M
|
| FFG RETIREMENT ADVISORS LLC |
2025 Q3
|
10/17/2025 |
45
|
$160 M
|
| Copeland Capital Management, LLC |
2025 Q3
|
10/17/2025 |
468
|
$4.8 B
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2025 Q3
|
10/17/2025 |
455
|
$18 B
|
| Boston Trust Walden Corp |
2025 Q3
|
10/17/2025 |
603
|
$14 B
|
| PLIMOTH TRUST CO LLC |
2025 Q3
|
10/17/2025 |
317
|
$440 M
|
| ROVIN CAPITAL /UT/ /ADV |
2025 Q3
|
10/17/2025 |
186
|
$330 M
|
| LPWM LLC |
2025 Q3
|
10/17/2025 |
84
|
$370 M
|
| Constitution Capital LLC |
2025 Q3
|
10/17/2025 |
61
|
$210 M
|
| NEW WAVE WEALTH ADVISORS LLC |
2025 Q3
|
10/17/2025 |
139
|
$230 M
|
| NIXON PEABODY TRUST CO |
2025 Q3
|
10/17/2025 |
152
|
$1.4 B
|
| Greenfield FTC, Inc. |
2025 Q3
|
10/17/2025 |
3
|
$510 M
|
| Atlas Brown,Inc. |
2025 Q3
|
10/17/2025 |
342
|
$340 M
|
| HM PAYSON & CO |
2025 Q2
|
10/17/2025 |
1,385
|
$6.3 B
|
| Petros Family Wealth, LLC |
2025 Q3
|
10/17/2025 |
429
|
$120 M
|
| HM PAYSON & CO |
2025 Q3
|
10/17/2025 |
1,513
|
$7.0 B
|
| Global Wealth Management, LLC |
2025 Q3
|
10/17/2025 |
35
|
$190 M
|
| Old North State Wealth Management, LLC |
2025 Q3
|
10/17/2025 |
123
|
$210 M
|
| 1900 WEALTH MANAGEMENT LLC |
2025 Q3
|
10/17/2025 |
233
|
$1.5 B
|
| Bretton Capital Management, LLC |
2025 Q3
|
10/17/2025 |
19
|
$120 M
|
| Retireful, LLC |
2025 Q3
|
10/17/2025 |
93
|
$100 M
|
| Lakeshore Capital Group, Inc. |
2025 Q3
|
10/17/2025 |
93
|
$120 M
|
| Annex Advisory Services, LLC |
2025 Q3
|
10/17/2025 |
314
|
$4.7 B
|
| Goldstone Financial Group, LLC |
2025 Q3
|
10/17/2025 |
215
|
$850 M
|
| WorthPointe, LLC |
2025 Q3
|
10/17/2025 |
105
|
$270 M
|
| SS&H Financial Advisors, Inc. |
2025 Q3
|
10/17/2025 |
125
|
$330 M
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2025 Q3
|
10/17/2025 |
72
|
$410 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2025 Q3
|
10/17/2025 |
164
|
$1.4 B
|
| Ullmann Wealth Partners Group, LLC |
2025 Q3
|
10/17/2025 |
151
|
$920 M
|
| FLC Capital Advisors |
2025 Q3
|
10/17/2025 |
211
|
$520 M
|
| FFG Partners, LLC |
2025 Q3
|
10/17/2025 |
36
|
$370 M
|
| Private Wealth Management Group, LLC |
2025 Q3
|
10/17/2025 |
1,496
|
$360 M
|
| Ethic Inc. |
2025 Q3
|
10/17/2025 |
1,192
|
$6.1 B
|
| Encompass More Asset Management |
2025 Q3
|
10/17/2025 |
238
|
$520 M
|
| Slocum, Gordon & Co LLP |
2025 Q3
|
10/17/2025 |
56
|
$130 M
|
| ZAZOVE ASSOCIATES LLC |
2025 Q3
|
10/17/2025 |
177
|
$1.1 B
|
| Mattson Financial Services, LLC |
2025 Q3
|
10/17/2025 |
186
|
$420 M
|
| Towneley Capital Management, Inc / DE |
2025 Q3
|
10/17/2025 |
38
|
$460 M
|
| SRH ADVISORS, LLC |
2025 Q3
|
10/17/2025 |
277
|
$340 M
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2025 Q3
|
10/17/2025 |
207
|
$410 M
|
| Fruth Investment Management |
2025 Q3
|
10/17/2025 |
215
|
$370 M
|
| Three Seasons Wealth, LLC |
2025 Q3
|
10/17/2025 |
180
|
$1.0 B
|
| Westend Capital Management, LLC |
2025 Q3
|
10/17/2025 |
254
|
$340 M
|
| Optivise Advisory Services LLC |
2025 Q3
|
10/17/2025 |
197
|
$170 M
|
| BURR FINANCIAL SERVICES, LLC |
2025 Q3
|
10/17/2025 |
28
|
$130 M
|
| Live Oak Private Wealth LLC |
2025 Q3
|
10/17/2025 |
194
|
$720 M
|
| 5T Wealth, LLC |
2025 Q3
|
10/17/2025 |
114
|
$230 M
|
| KW WEALTH MANAGEMENT LLC |
2025 Q3
|
10/17/2025 |
78
|
$59 M
|
| Warren Street Wealth Advisors, LLC |
2025 Q3
|
10/17/2025 |
151
|
$340 M
|
| Schulz Wealth, LTD. |
2025 Q3
|
10/17/2025 |
64
|
$150 M
|
| Financial Partners Group, Inc |
2025 Q3
|
10/17/2025 |
220
|
$800 M
|
| VAUGHAN & Co SECURITIES, INC. |
2025 Q3
|
10/17/2025 |
57
|
$190 M
|
| Traveka Wealth, LLC |
2025 Q3
|
10/17/2025 |
174
|
$220 M
|
| Aquire Wealth Advisors, LLC |
2025 Q3
|
10/17/2025 |
50
|
$410 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q3
|
10/17/2025 |
325
|
$110 M
|
| Trademark Financial Management, LLC |
2025 Q3
|
10/17/2025 |
94
|
$170 M
|
| Institute for Wealth Management, LLC. |
2025 Q3
|
10/17/2025 |
558
|
$960 M
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q3
|
10/17/2025 |
187
|
$750 M
|
| Legacy Advisory Services, LLC |
2024 Q4
|
10/17/2025 |
51
|
$120 M
|
| Legacy Advisory Services, LLC |
2024 Q3
|
10/17/2025 |
49
|
$120 M
|
| Harbor Asset Planning, Inc. |
2025 Q3
|
10/17/2025 |
1,913
|
$110 M
|
| Legacy Advisory Services, LLC |
2024 Q2
|
10/17/2025 |
49
|
$120 M
|
| Archford Capital Strategies, LLC |
2025 Q3
|
10/17/2025 |
324
|
$840 M
|
| Marathon Asset Management Ltd |
2025 Q3
|
10/17/2025 |
78
|
$2.7 B
|
| Legacy Advisory Services, LLC |
2024 Q1
|
10/17/2025 |
47
|
$110 M
|
| Coastwise Capital Group, LLC |
2025 Q3
|
10/17/2025 |
131
|
$140 M
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q3
|
10/17/2025 |
92
|
$170 M
|
| Melone Private Wealth, LLC |
2025 Q3
|
10/17/2025 |
56
|
$220 M
|
| Legacy Advisory Services, LLC |
2023 Q4
|
10/17/2025 |
46
|
$95 M
|
| Panoramic Capital Partners, LLC |
2025 Q3
|
10/17/2025 |
59
|
$160 M
|
| REGATTA CAPITAL GROUP, LLC |
2025 Q3
|
10/17/2025 |
214
|
$630 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2025 Q3
|
10/17/2025 |
83
|
$210 M
|
| Addis & Hill, Inc |
2025 Q3
|
10/17/2025 |
27
|
$160 M
|
| FSC Wealth Advisors, LLC |
2025 Q3
|
10/17/2025 |
74
|
$170 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q3
|
10/17/2025 |
134
|
$250 M
|
| CLUNE & ASSOCIATES, LTD. |
2025 Q3
|
10/17/2025 |
159
|
$400 M
|
| Stonebridge Wealth Management, LLC |
2025 Q3
|
10/17/2025 |
36
|
$120 M
|
| Westhampton Capital, LLC |
2025 Q3
|
10/17/2025 |
120
|
$210 M
|
| MPS Loria Financial Planners, LLC |
2025 Q3
|
10/17/2025 |
88
|
$380 M
|