| WEST PACES ADVISORS INC. |
2025 Q4
|
1/21/2026 |
200
|
$520 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2025 Q4
|
1/21/2026 |
173
|
$1.8 B
|
| Ledyard National Bank |
2025 Q4
|
1/21/2026 |
334
|
$1.2 B
|
| Capital Investment Advisory Services, LLC |
2025 Q4
|
1/21/2026 |
1,164
|
$1.4 B
|
| Provident Living Financial Services, Inc. |
2025 Q4
|
1/21/2026 |
51
|
$100 M
|
| Hartford Financial Management Inc. |
2025 Q4
|
1/21/2026 |
338
|
$380 M
|
| McElhenny Sheffield Capital Management, LLC |
2025 Q4
|
1/21/2026 |
100
|
$410 M
|
| Canton Hathaway, LLC |
2025 Q4
|
1/21/2026 |
282
|
$520 M
|
| Mainstream Capital Management LLC |
2025 Q4
|
1/21/2026 |
88
|
$150 M
|
| Runnymede Capital Advisors, Inc. |
2025 Q4
|
1/21/2026 |
74
|
$170 M
|
| Tandem Investment Partners LLC |
2025 Q4
|
1/21/2026 |
70
|
$120 M
|
| Stone House Investment Management, LLC |
2025 Q4
|
1/21/2026 |
850
|
$640 M
|
| ATMOS ADVISORY, LLC |
2025 Q4
|
1/21/2026 |
21
|
$170 M
|
| Financial Architects, LLC |
2025 Q4
|
1/21/2026 |
30
|
$190 M
|
| WOODMONT INVESTMENT COUNSEL LLC |
2025 Q4
|
1/21/2026 |
261
|
$1.6 B
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2025 Q4
|
1/21/2026 |
176
|
$280 M
|
| Paladin Advisory Group, LLC |
2025 Q4
|
1/21/2026 |
245
|
$140 M
|
| Oak Thistle LLC |
2025 Q4
|
1/21/2026 |
481
|
$720 M
|
| Center For Asset Management LLC |
2025 Q4
|
1/21/2026 |
145
|
$190 M
|
| AK GLOBAL ASSET MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
31
|
$110 M
|
| Seascape Capital Management |
2025 Q4
|
1/21/2026 |
91
|
$350 M
|
| BIP Wealth, LLC |
2025 Q4
|
1/21/2026 |
456
|
$2.8 B
|
| FRG Family Wealth Advisors LLC |
2025 Q4
|
1/21/2026 |
160
|
$640 M
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
1,877
|
$9.1 B
|
| Towercrest Capital Management |
2025 Q4
|
1/21/2026 |
98
|
$630 M
|
| Alliance Wealth Management Group |
2025 Q4
|
1/21/2026 |
94
|
$460 M
|
| Affiance Financial, LLC |
2025 Q4
|
1/21/2026 |
105
|
$620 M
|
| Kawa Capital Management, Inc |
2025 Q4
|
1/21/2026 |
4
|
$43 M
|
| Sivik Global Healthcare LLC |
2025 Q4
|
1/21/2026 |
49
|
$340 M
|
| Ervin Investment Management, LLC |
2025 Q4
|
1/21/2026 |
44
|
$180 M
|
| Penney Financial, LLC |
2025 Q4
|
1/21/2026 |
49
|
$260 M
|
| Capital Advisory Group Advisory Services, LLC |
2025 Q4
|
1/21/2026 |
171
|
$340 M
|
| GREENLEAF TRUST |
2025 Q4
|
1/21/2026 |
1,365
|
$11 B
|
| CULBERTSON A N & CO INC |
2025 Q4
|
1/21/2026 |
128
|
$730 M
|
| HRC WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
56
|
$210 M
|
| Wilkins Miller Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
92
|
$170 M
|
| Kentucky Trust Co |
2025 Q4
|
1/21/2026 |
304
|
$190 M
|
| TSP Capital Management Group, LLC |
2025 Q4
|
1/21/2026 |
45
|
$410 M
|
| JERICHO FINANCIAL, LLP |
2025 Q4
|
1/21/2026 |
40
|
$170 M
|
| XR Securities LLC |
2025 Q4
|
1/21/2026 |
1
|
$0
|
| Asio Capital, LLC |
2025 Q4
|
1/21/2026 |
111
|
$710 M
|
| CRUX WEALTH ADVISORS |
2025 Q4
|
1/21/2026 |
176
|
$270 M
|
| William Howard & Co Financial Advisors Inc |
2025 Q4
|
1/21/2026 |
57
|
$120 M
|
| Pine Brook Road Advisors, L.P. |
2025 Q4
|
1/21/2026 |
1
|
$140 M
|
| Clayton Financial Group LLC |
2025 Q4
|
1/21/2026 |
625
|
$200 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2025 Q4
|
1/21/2026 |
65
|
$280 M
|
| C2C Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
87
|
$120 M
|
| 4WEALTH ADVISORS, INC. |
2025 Q4
|
1/21/2026 |
147
|
$120 M
|
| Winthrop Advisory Group LLC |
2025 Q4 - RESTATEMENT
|
1/21/2026 |
275
|
$1.2 B
|
| Palumbo Wealth Management LLC |
2025 Q4
|
1/21/2026 |
218
|
$410 M
|
| ProCore Advisors, LLC |
2025 Q4
|
1/21/2026 |
91
|
$98 M
|
| Jefferson Bridge Capital, LLC |
2025 Q4
|
1/21/2026 |
54
|
$99 M
|
| PETRA FINANCIAL ADVISORS INC |
2025 Q4
|
1/21/2026 |
138
|
$170 M
|
| Muzinich & Co., Inc. |
2025 Q4
|
1/21/2026 |
38
|
$320 M
|
| Five Pine Wealth Management |
2025 Q4
|
1/21/2026 |
42
|
$160 M
|
| Naviter Wealth, LLC |
2025 Q4
|
1/21/2026 |
275
|
$770 M
|
| CCG WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
99
|
$230 M
|
| Balance Wealth, LLC |
2025 Q4
|
1/21/2026 |
143
|
$310 M
|
| Cambridge Advisors Inc. |
2025 Q4
|
1/21/2026 |
176
|
$530 M
|
| Perfromance Wealth Partners, LLC |
2025 Q4
|
1/21/2026 |
198
|
$3.7 B
|
| Indiana Trust & Investment Management Co |
2025 Q4
|
1/21/2026 |
487
|
$340 M
|
| Snider Financial Group |
2025 Q4
|
1/21/2026 |
108
|
$380 M
|
| Finer Wealth Management, Inc. |
2025 Q4
|
1/21/2026 |
83
|
$210 M
|
| Mayfair Advisory Group, LLC |
2025 Q4
|
1/21/2026 |
177
|
$260 M
|
| M. Kraus & Co |
2025 Q4
|
1/21/2026 |
84
|
$360 M
|
| Pacific Point Advisors, LLC |
2025 Q4
|
1/21/2026 |
132
|
$190 M
|
| Ethos Capital Management, Inc. |
2025 Q4
|
1/21/2026 |
55
|
$110 M
|
| MBL Wealth, LLC |
2025 Q4
|
1/21/2026 |
332
|
$1.2 B
|
| Nexus Investment Management ULC |
2025 Q4
|
1/21/2026 |
70
|
$730 M
|
| NESTEGG ADVISORS, INC. |
2025 Q4
|
1/21/2026 |
51
|
$120 M
|
| Wernau Asset Management Inc. |
2025 Q4
|
1/21/2026 |
49
|
$180 M
|
| MAYPORT, LLC |
2025 Q4
|
1/21/2026 |
112
|
$500 M
|
| WealthBridge Capital Management, LLC |
2025 Q4
|
1/21/2026 |
208
|
$440 M
|
| Steadtrust LLC |
2025 Q2 - RESTATEMENT
|
1/21/2026 |
115
|
$130 M
|
| Steadtrust LLC |
2025 Q3 - RESTATEMENT
|
1/21/2026 |
118
|
$150 M
|
| BLUESTEM FINANCIAL ADVISORS, LLC |
2025 Q4
|
1/21/2026 |
30
|
$260 M
|
| Steadtrust LLC |
2025 Q4
|
1/21/2026 |
121
|
$160 M
|
| Efficient Advisors, LLC |
2025 Q4 - RESTATEMENT
|
1/21/2026 |
58
|
$1.7 B
|
| AMS Capital Ltda |
2025 Q4
|
1/21/2026 |
14
|
$260 M
|
| Bishop & Co Investment Management, LLC |
2025 Q4
|
1/21/2026 |
28
|
$300 M
|
| Vanderbilt University |
2025 Q4
|
1/21/2026 |
68
|
$590 M
|
| Modera Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
643
|
$8.6 B
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q4
|
1/21/2026 |
330
|
$1.0 B
|
| Cane Capital Partners, LLC |
2025 Q4
|
1/21/2026 |
144
|
$250 M
|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2025 Q4
|
1/21/2026 |
249
|
$750 M
|
| Brooklyn FI, LLC |
2025 Q4
|
1/21/2026 |
80
|
$470 M
|
| V2 Financial group LLC |
2025 Q4
|
1/21/2026 |
98
|
$200 M
|
| Baer Investment Advisory LLC |
2025 Q4
|
1/21/2026 |
36
|
$110 M
|
| Intrinsic Value Partners, LLC |
2025 Q4
|
1/21/2026 |
69
|
$130 M
|
| Boomfish Wealth Group, LLC |
2025 Q4
|
1/21/2026 |
85
|
$190 M
|
| Martel Wealth Advisors Inc |
2025 Q4
|
1/21/2026 |
70
|
$590 M
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2025 Q4
|
1/21/2026 |
107
|
$370 M
|
| DMC Group, LLC |
2025 Q4
|
1/21/2026 |
145
|
$150 M
|
| Winthrop Advisory Group LLC |
2025 Q4
|
1/21/2026 |
188
|
$1.2 B
|
| South Shore Capital Advisors |
2025 Q4
|
1/21/2026 |
140
|
$140 M
|
| Rydar Equities, Inc. |
2025 Q4
|
1/21/2026 |
91
|
$130 M
|
| Raleigh Capital Management Inc. |
2025 Q4
|
1/21/2026 |
583
|
$280 M
|
| SRH ADVISORS, LLC |
2025 Q4
|
1/21/2026 |
293
|
$350 M
|
| Register Financial Advisors LLC |
2025 Q4
|
1/21/2026 |
351
|
$260 M
|
| Carolina Wealth Advisors, LLC |
2025 Q4
|
1/21/2026 |
272
|
$220 M
|