| SAGE RHINO CAPITAL LLC |
2025 Q2
|
7/16/2025 |
282
|
$470 M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/16/2025 |
48
|
$280 M
|
| Ariose Capital Management Ltd |
2025 Q2
|
7/16/2025 |
18
|
$160 M
|
| Luminvest Wealth Management LLC |
2025 Q2
|
7/16/2025 |
41
|
$280 M
|
| Tiller Private Wealth, Inc. |
2025 Q2
|
7/16/2025 |
60
|
$260 M
|
| Charles Schwab Trust Co |
2025 Q2
|
7/16/2025 |
173
|
$1.3 B
|
| KWB Wealth |
2025 Q2
|
7/16/2025 |
156
|
$820 M
|
| RBA Wealth Management, LLC |
2025 Q2
|
7/16/2025 |
93
|
$270 M
|
| TOWER TRUST & INVESTMENT Co |
2025 Q2
|
7/16/2025 |
194
|
$140 M
|
| Signature Resources Capital Management, LLC |
2025 Q2
|
7/16/2025 |
535
|
$160 M
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/16/2025 |
78
|
$430 M
|
| Prairiewood Capital, LLC |
2025 Q2
|
7/16/2025 |
78
|
$270 M
|
| Midwest Heritage Bank, FSB |
2025 Q2
|
7/16/2025 |
58
|
$270 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/16/2025 |
155
|
$1.3 B
|
| Squire Investment Management Company, LLC |
2025 Q2
|
7/16/2025 |
66
|
$270 M
|
| Eastover Investment Advisors LLC |
2025 Q2
|
7/16/2025 |
44
|
$220 M
|
| Independent Wealth Network Inc. |
2025 Q2
|
7/16/2025 |
258
|
$270 M
|
| Ascent Capital Management, LLC |
2025 Q2
|
7/16/2025 |
62
|
$110 M
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2025 Q2
|
7/16/2025 |
90
|
$150 M
|
| NORTHWESTERN UNIVERSITY |
2025 Q2
|
7/16/2025 |
4
|
$56 M
|
| Badgley Phelps Wealth Managers, LLC |
2025 Q2
|
7/16/2025 |
296
|
$4.5 B
|
| West Branch Capital LLC |
2025 Q2
|
7/16/2025 |
472
|
$340 M
|
| Marmo Financial Group, LLC |
2025 Q2
|
7/16/2025 |
29
|
$200 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2025 Q2
|
7/16/2025 |
232
|
$890 M
|
| Jentner Corp |
2025 Q2
|
7/16/2025 |
54
|
$370 M
|
| Formidable Asset Management, LLC |
2025 Q2
|
7/16/2025 |
384
|
$600 M
|
| BUILDER INVESTMENT GROUP INC /ADV |
2025 Q2
|
7/16/2025 |
102
|
$400 M
|
| US Asset Management LLC |
2025 Q2
|
7/16/2025 |
123
|
$120 M
|
| Diversified Enterprises, LLC |
2025 Q2
|
7/16/2025 |
313
|
$1.3 B
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2025 Q2
|
7/16/2025 |
177
|
$280 M
|
| Kooman & Associates |
2025 Q2
|
7/16/2025 |
50
|
$300 M
|
| Processus Wealth & Capital Management, LLC |
2025 Q2
|
7/16/2025 |
33
|
$130 M
|
| ABS Direct Equity Fund LLC |
2025 Q2
|
7/16/2025 |
33
|
$63 M
|
| John W. Brooker & Co., CPAs |
2025 Q2
|
7/16/2025 |
36
|
$43 M
|
| MARINER INVESTMENT GROUP LLC |
2025 Q2
|
7/16/2025 |
66
|
$280 M
|
| ORG Wealth Partners, LLC |
2025 Q2
|
7/16/2025 |
10,014
|
$420 M
|
| BROWN, LISLE/CUMMINGS, INC. |
2025 Q2
|
7/16/2025 |
772
|
$380 M
|
| Smith Asset Management Co., LLC |
2024 Q4
|
7/16/2025 |
66
|
$100 M
|
| DIAMANT ASSET MANAGEMENT, INC. |
2025 Q2
|
7/16/2025 |
71
|
$130 M
|
| Meredith Wealth Planning |
2025 Q2
|
7/16/2025 |
60
|
$280 M
|
| ENCOMPASS WEALTH ADVISORS, LLC |
2025 Q2
|
7/16/2025 |
104
|
$270 M
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2025 Q2
|
7/16/2025 |
150
|
$530 M
|
| Twelve Points Wealth Management LLC |
2025 Q2
|
7/16/2025 |
189
|
$370 M
|
| VALICENTI ADVISORY SERVICES INC |
2025 Q2
|
7/16/2025 |
73
|
$430 M
|
| GoalFusion Wealth Management, LLC |
2025 Q2
|
7/16/2025 |
28
|
$190 M
|
| SIGNATUREFD, LLC |
2025 Q2
|
7/16/2025 |
3,274
|
$5.9 B
|
| FIRST AMERICAN BANK |
2025 Q2
|
7/16/2025 |
240
|
$1.5 B
|
| ORG Partners LLC |
2025 Q2
|
7/16/2025 |
34,909
|
$470 M
|
| SUMMIT PARTNERS L P |
2025 Q2
|
7/16/2025 |
7
|
$1.4 B
|
| Gradient Capital Advisors, LLC |
2025 Q2
|
7/16/2025 |
162
|
$340 M
|
| RAINIER FAMILY WEALTH INC |
2025 Q2
|
7/16/2025 |
77
|
$100 M
|
| Paragon Capital Management Ltd |
2025 Q2
|
7/16/2025 |
214
|
$550 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2025 Q2
|
7/16/2025 |
890
|
$340 M
|
| Howard Capital Management Group, LLC |
2025 Q2
|
7/16/2025 |
139
|
$1.4 B
|
| HS Management Partners, LLC |
2025 Q2
|
7/16/2025 |
25
|
$1.2 B
|
| Kendall Capital Management |
2025 Q2
|
7/16/2025 |
225
|
$380 M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
2025 Q2
|
7/16/2025 |
224
|
$370 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2025 Q2
|
7/16/2025 |
100
|
$150 M
|
| AUGUSTINE ASSET MANAGEMENT INC |
2025 Q2
|
7/16/2025 |
107
|
$370 M
|
| Lloyd Advisory Services, LLC. |
2025 Q2
|
7/16/2025 |
99
|
$210 M
|
| BONNESS ENTERPRISES INC |
2025 Q2
|
7/16/2025 |
58
|
$310 M
|
| State of Alaska, Department of Revenue |
2025 Q2
|
7/16/2025 |
2,735
|
$9.3 B
|
| Old Port Advisors |
2025 Q2
|
7/16/2025 |
233
|
$370 M
|
| NovaPoint Capital, LLC |
2025 Q2
|
7/16/2025 |
77
|
$330 M
|
| EAGLE GLOBAL ADVISORS LLC |
2025 Q2
|
7/16/2025 |
267
|
$2.5 B
|
| Cove Private Wealth, LLC |
2025 Q2
|
7/16/2025 |
156
|
$280 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/16/2025 |
91
|
$180 M
|
| PATTON FUND MANAGEMENT, INC. |
2025 Q2
|
7/16/2025 |
467
|
$460 M
|
| Asset Allocation & Management Company, LLC |
2025 Q2
|
7/16/2025 |
92
|
$220 M
|
| MinichMacGregor Wealth Management, LLC |
2025 Q2
|
7/16/2025 |
125
|
$470 M
|
| Rezny Wealth Management, Inc. |
2025 Q2
|
7/16/2025 |
37
|
$440 M
|
| Stillwater Capital Advisors, LLC |
2025 Q2
|
7/16/2025 |
70
|
$790 M
|
| Moisand Fitzgerald Tamayo, LLC |
2025 Q2
|
7/16/2025 |
582
|
$790 M
|
| 1834 INVESTMENT ADVISORS CO |
2025 Q2
|
7/16/2025 |
205
|
$790 M
|
| Flower City Capital |
2025 Q2
|
7/16/2025 |
39
|
$170 M
|
| VIRGINIA RETIREMENT SYSTEMS ET Al |
2025 Q1
|
7/16/2025 |
1,015
|
$13 B
|
| KIRR MARBACH & CO LLC /IN/ |
2025 Q2
|
7/16/2025 |
55
|
$510 M
|
| Ipswich Investment Management Co., Inc. |
2025 Q2
|
7/16/2025 |
185
|
$410 M
|
| Kathmere Capital Management, LLC |
2025 Q2
|
7/16/2025 |
495
|
$1.3 B
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q2
|
7/16/2025 |
59
|
$130 M
|
| PFS Partners, LLC |
2025 Q2
|
7/16/2025 |
506
|
$200 M
|
| Investment Partners Asset Management, Inc. |
2025 Q2
|
7/16/2025 |
156
|
$140 M
|
| True North Advisors, LLC |
2025 Q2
|
7/16/2025 |
222
|
$520 M
|
| GenWealth Group, Inc. |
2025 Q2
|
7/16/2025 |
70
|
$500 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q2
|
7/16/2025 |
81
|
$650 M
|
| Vision Capital Management, Inc. |
2025 Q2
|
7/16/2025 |
140
|
$760 M
|
| CROWLEY WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/16/2025 |
403
|
$110 M
|
| Destiny Wealth Partners, LLC |
2025 Q2
|
7/16/2025 |
192
|
$740 M
|
| Bestgate Wealth Advisors, LLC |
2025 Q2
|
7/16/2025 |
55
|
$48 M
|
| ST GERMAIN D J CO INC |
2025 Q2
|
7/16/2025 |
882
|
$2.3 B
|
| MJT & Associates Financial Advisory Group, Inc. |
2025 Q2
|
7/16/2025 |
472
|
$80 M
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2025 Q2
|
7/16/2025 |
81
|
$200 M
|
| Swisher Financial Concepts, Inc. |
2025 Q2
|
7/16/2025 |
90
|
$150 M
|
| BOS Asset Management, LLC |
2025 Q2
|
7/16/2025 |
174
|
$310 M
|
| Spinnaker Investment Group, LLC |
2025 Q2
|
7/16/2025 |
100
|
$430 M
|
| FCG Investment Co |
2025 Q2
|
7/16/2025 |
92
|
$190 M
|
| New Insight Wealth Advisors |
2025 Q2
|
7/16/2025 |
106
|
$240 M
|
| REBALANCE, LLC |
2025 Q2
|
7/16/2025 |
96
|
$1.5 B
|
| Falcon Wealth Planning |
2025 Q2
|
7/16/2025 |
176
|
$990 M
|
| Evergreen Private Wealth LLC |
2025 Q2
|
7/16/2025 |
289
|
$240 M
|