| Biltmore Wealth Management, LLC |
2025 Q1
|
4/16/2025 |
58
|
$240 M
|
| BLODGETT WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025 |
61
|
$120 M
|
| David J Yvars Group |
2025 Q1
|
4/16/2025 |
67
|
$130 M
|
| Tenon Financial LLC |
2025 Q1
|
4/16/2025 |
46
|
$160 M
|
| Massachusetts Wealth Management |
2025 Q1
|
4/16/2025 |
83
|
$150 M
|
| Morey & Quinn Wealth Partners, LLC |
2025 Q1
|
4/16/2025 |
125
|
$120 M
|
| RITHOLTZ WEALTH MANAGEMENT |
2025 Q1
|
4/16/2025 |
921
|
$3.3 B
|
| Aries Wealth Management |
2025 Q1
|
4/16/2025 |
226
|
$370 M
|
| Scott Capital Advisors, LLC |
2025 Q1
|
4/16/2025 |
50
|
$340 M
|
| PACIFIC SUN FINANCIAL CORP |
2025 Q1
|
4/16/2025 |
178
|
$180 M
|
| Foster Victor Wealth Advisors, LLC |
2025 Q1
|
4/16/2025 |
195
|
$1.2 B
|
| CogentBlue Wealth Advisors, LLC |
2025 Q1
|
4/16/2025 |
67
|
$110 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q1
|
4/16/2025 |
77
|
$580 M
|
| Prentice Wealth Management LLC |
2025 Q1
|
4/16/2025 |
108
|
$350 M
|
| Raub Brock Capital Management LP |
2025 Q1
|
4/16/2025 |
39
|
$450 M
|
| Missouri Trust & Investment Co |
2025 Q1
|
4/16/2025 |
414
|
$280 M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2025 Q1
|
4/16/2025 |
749
|
$10 B
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025 |
195
|
$5.4 B
|
| Atlas Financial Advisors, Inc. |
2024 Q4
|
4/16/2025 |
40
|
$64 M
|
| WILSEY ASSET MANAGEMENT INC |
2025 Q1
|
4/16/2025 |
24
|
$500 M
|
| American Institute for Advanced Investment Management, LLP |
2025 Q1
|
4/16/2025 |
143
|
$130 M
|
| Lakeridge Wealth Management LLC |
2025 Q1
|
4/16/2025 |
151
|
$200 M
|
| Greenhouse Wealth Management, LLC |
2025 Q1
|
4/16/2025 |
53
|
$130 M
|
| DOVER ADVISORS, LLC |
2025 Q1
|
4/16/2025 |
162
|
$230 M
|
| EVERPAR ADVISORS LLC |
2025 Q1
|
4/16/2025 |
252
|
$190 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q1 - RESTATEMENT
|
4/16/2025 |
124
|
$190 M
|
| HOEY INVESTMENTS, INC |
2025 Q1
|
4/16/2025 |
381
|
$510 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025 |
124
|
$190 M
|
| CRA Financial Services, LLC |
2025 Q1
|
4/16/2025 |
271
|
$580 M
|
| LAM GROUP, INC. |
2025 Q1
|
4/16/2025 |
73
|
$140 M
|
| Palouse Capital Management, Inc. |
2025 Q1
|
4/16/2025 |
136
|
$150 M
|
| Opal Wealth Advisors, LLC |
2025 Q1
|
4/16/2025 |
532
|
$320 M
|
| Armbruster Capital Management, Inc. |
2025 Q1
|
4/16/2025 |
128
|
$500 M
|
| IAG Wealth Partners, LLC |
2025 Q1
|
4/16/2025 |
500
|
$640 M
|
| Robbins Farley |
2025 Q1
|
4/16/2025 |
155
|
$190 M
|
| TPG Financial Advisors, LLC |
2025 Q1
|
4/16/2025 |
65
|
$230 M
|
| Pathway Financial Advisors LLC |
2025 Q1
|
4/16/2025 |
169
|
$560 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2025 Q1
|
4/16/2025 |
33
|
$190 M
|
| Southland Equity Partners LLC |
2025 Q1
|
4/16/2025 |
229
|
$430 M
|
| Capital Investment Services of America, Inc. |
2025 Q1
|
4/16/2025 |
77
|
$990 M
|
| Yoffe Investment Management, LLC |
2025 Q1
|
4/16/2025 |
112
|
$68 M
|
| VISTA FINANCE, LLC |
2025 Q1
|
4/16/2025 |
54
|
$120 M
|
| HENNESSY ADVISORS INC |
2025 Q1
|
4/16/2025 |
295
|
$3.0 B
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2025 Q1
|
4/16/2025 |
199
|
$820 M
|
| Bernard Wealth Management Corp. |
2025 Q1
|
4/16/2025 |
392
|
$200 M
|
| Praetorian Wealth Management, Inc. |
2025 Q1
|
4/16/2025 |
58
|
$410 M
|
| BNC WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025 |
98
|
$280 M
|
| Marmo Financial Group, LLC |
2025 Q1
|
4/16/2025 |
27
|
$180 M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q1 - NEW HOLDINGS
|
4/16/2025 |
303
|
$850 M
|
| ShankerValleau Wealth Advisors, Inc. |
2025 Q1
|
4/16/2025 |
41
|
$310 M
|
| Noble Family Wealth, LLC |
2025 Q1
|
4/16/2025 |
61
|
$360 M
|
| Destiny Capital Corp/CO |
2025 Q1
|
4/16/2025 |
46
|
$150 M
|
| TRITONPOINT WEALTH, LLC |
2025 Q1
|
4/16/2025 |
338
|
$1.1 B
|
| MATAURO, LLC |
2025 Q1
|
4/16/2025 |
125
|
$490 M
|
| STOCK YARDS BANK & TRUST CO |
2025 Q1
|
4/16/2025 |
662
|
$2.8 B
|
| Rye Brook Capital LLC |
2025 Q1
|
4/16/2025 |
20
|
$80 M
|
| JACKSON SQUARE CAPITAL, LLC |
2025 Q1
|
4/16/2025 |
132
|
$310 M
|
| Meritas Wealth Management, LLC |
2025 Q1
|
4/16/2025 |
53
|
$170 M
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q1
|
4/16/2025 |
1,220
|
$2.9 B
|
| OPINICUS CAPITAL, INC. |
2025 Q1
|
4/16/2025 |
98
|
$110 M
|
| CCM INVESTMENT ADVISERS LLC |
2025 Q1
|
4/16/2025 |
70
|
$820 M
|
| Wealth Advisors Northwest LLC |
2025 Q1
|
4/16/2025 |
55
|
$160 M
|
| DEFINED WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025 |
108
|
$150 M
|
| ARGUS INVESTORS' COUNSEL, INC. |
2025 Q1
|
4/16/2025 |
114
|
$130 M
|
| Stanley-Laman Group, Ltd. |
2025 Q1
|
4/16/2025 |
283
|
$650 M
|
| Signature Resources Capital Management, LLC |
2025 Q1
|
4/16/2025 |
380
|
$120 M
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q1
|
4/16/2025 |
537
|
$1.2 B
|
| Tudor Financial Inc. |
2025 Q1
|
4/16/2025 |
135
|
$170 M
|
| Krilogy Financial LLC |
2025 Q1
|
4/16/2025 |
222
|
$1.5 B
|
| West Branch Capital LLC |
2025 Q1
|
4/16/2025 |
530
|
$300 M
|
| Howard Capital Management Group, LLC |
2025 Q1
|
4/16/2025 |
138
|
$1.3 B
|
| Sowa Financial Group, Inc. |
2025 Q1
|
4/16/2025 |
29
|
$150 M
|
| Osprey Private Wealth LLC |
2025 Q1
|
4/16/2025 |
48
|
$170 M
|
| General Catalyst Group Management, LLC |
2025 Q1
|
4/16/2025 |
11
|
$890 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2025 Q1
|
4/16/2025 |
122
|
$360 M
|
| Private Wealth Group, LLC |
2025 Q1
|
4/16/2025 |
58
|
$170 M
|
| Dodds Wealth, LLC |
2025 Q1
|
4/16/2025 |
59
|
$310 M
|
| Jacksonville Wealth Management, LLC |
2025 Q1
|
4/16/2025 |
60
|
$100 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2025 Q1
|
4/16/2025 |
255
|
$1.5 B
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2025 Q1
|
4/16/2025 |
37
|
$140 M
|
| Martel Wealth Advisors Inc |
2025 Q1
|
4/16/2025 |
69
|
$500 M
|
| Sanchez Wealth Management Group |
2025 Q1
|
4/16/2025 |
46
|
$370 M
|
| TWIN PEAKS WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025 |
140
|
$220 M
|
| Prysm Capital, L.P. |
2025 Q1
|
4/16/2025 |
1
|
$9.6 M
|
| Schoolcraft Capital LLC |
2025 Q1
|
4/16/2025 |
74
|
$510 M
|
| Bensler, LLC |
2025 Q1
|
4/16/2025 |
157
|
$800 M
|
| Lynch Asset Management, Inc. |
2025 Q1
|
4/16/2025 |
44
|
$220 M
|
| Seros Financial, LLC |
2025 Q1
|
4/16/2025 |
55
|
$130 M
|
| CROWLEY WEALTH MANAGEMENT, INC. |
2025 Q1
|
4/16/2025 |
416
|
$100 M
|
| Centurion Wealth Management LLC |
2025 Q1
|
4/16/2025 |
214
|
$320 M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2025 Q1
|
4/16/2025 |
126
|
$540 M
|
| Donald L. Hagan, LLC |
2025 Q1
|
4/16/2025 |
92
|
$190 M
|
| Relyea Zuckerberg Hanson LLC |
2025 Q1
|
4/16/2025 |
252
|
$740 M
|
| F&V Capital Management, LLC |
2025 Q1
|
4/16/2025 |
55
|
$390 M
|
| KELLY FINANCIAL GROUP LLC |
2025 Q1
|
4/16/2025 |
80
|
$320 M
|
| High Probability Advisors, LLC |
2025 Q1
|
4/16/2025 |
55
|
$600 M
|
| Cypress Point Wealth Management, LLC |
2025 Q1
|
4/16/2025 |
68
|
$320 M
|
| HICKORY ASSET MANAGEMENT, INC. |
2025 Q1
|
4/16/2025 |
89
|
$110 M
|
| RTD Financial Advisors, Inc. |
2025 Q1
|
4/16/2025 |
117
|
$740 M
|
| New Century Financial Group, LLC |
2025 Q1
|
4/16/2025 |
130
|
$86 M
|