| HBK Sorce Advisory LLC |
2025 Q3
|
10/14/2025 |
739
|
$4.6 B
|
| Platt Investment Counsel, LLC |
2025 Q3
|
10/14/2025 |
12
|
$130 M
|
| S.A. Mason LLC |
2025 Q3
|
10/14/2025 |
256
|
$230 M
|
| M. Kraus & Co |
2025 Q3
|
10/14/2025 |
84
|
$360 M
|
| OFI INVEST ASSET MANAGEMENT |
2025 Q3
|
10/14/2025 |
299
|
$4.7 B
|
| LongView Wealth Management |
2025 Q3
|
10/14/2025 |
225
|
$370 M
|
| Livelsberger Financial Advisory |
2025 Q3
|
10/14/2025 |
6
|
$2.7 M
|
| ARVEST INVESTMENTS, INC. |
2025 Q3
|
10/14/2025 |
187
|
$700 M
|
| Prairiewood Capital, LLC |
2025 Q3
|
10/14/2025 |
79
|
$300 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/14/2025 |
209
|
$790 M
|
| Sloy Dahl & Holst, LLC |
2025 Q3
|
10/14/2025 |
116
|
$940 M
|
| BlueSky Wealth Advisors, LLC |
2025 Q3
|
10/14/2025 |
80
|
$740 M
|
| EXCHANGE TRADED CONCEPTS, LLC |
2025 Q3
|
10/14/2025 |
2,409
|
$12 B
|
| VANTAGE WEALTH |
2025 Q3
|
10/14/2025 |
29
|
$460 M
|
| RIVERBRIDGE PARTNERS LLC |
2025 Q3
|
10/14/2025 |
186
|
$5.9 B
|
| Flywheel Private Wealth LLC |
2025 Q3
|
10/14/2025 |
81
|
$130 M
|
| J2 Capital Management Inc |
2025 Q3
|
10/14/2025 |
123
|
$130 M
|
| Mendota Financial Group, LLC |
2025 Q3
|
10/14/2025 |
114
|
$130 M
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q3
|
10/14/2025 |
196
|
$300 M
|
| Kaufman Rossin Wealth, LLC |
2025 Q3
|
10/14/2025 |
155
|
$180 M
|
| RETIREMENT INCOME SOLUTIONS, INC |
2025 Q3
|
10/14/2025 |
165
|
$580 M
|
| Walker Asset Management, LLC |
2025 Q3
|
10/14/2025 |
138
|
$180 M
|
| DB Fitzpatrick & Co, Inc |
2025 Q3
|
10/14/2025 |
99
|
$110 M
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/14/2025 |
221
|
$610 M
|
| Somerset Trust Co |
2025 Q3
|
10/14/2025 |
226
|
$320 M
|
| BUILDER INVESTMENT GROUP INC /ADV |
2025 Q3
|
10/14/2025 |
102
|
$450 M
|
| TTP Investments, Inc. |
2025 Q3
|
10/14/2025 |
45
|
$340 M
|
| Parkwoods Wealth Partners, LLC |
2025 Q3
|
10/14/2025 |
96
|
$290 M
|
| Perennial Advisors, LLC |
2025 Q3
|
10/14/2025 |
127
|
$580 M
|
| Bridge Creek Capital Management LLC |
2025 Q3
|
10/14/2025 |
116
|
$360 M
|
| Financial Harvest, LLC |
2025 Q3
|
10/14/2025 |
58
|
$150 M
|
| Westmount Partners, LLC |
2025 Q3
|
10/14/2025 |
244
|
$390 M
|
| CCLA Investment Management |
2025 Q3
|
10/14/2025 |
53
|
$6.3 B
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q3
|
10/14/2025 |
261
|
$1.5 B
|
| DOPKINS WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/14/2025 |
79
|
$240 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/14/2025 |
80
|
$320 M
|
| Hutchinson Financial Advisors, INC |
2025 Q3
|
10/14/2025 |
67
|
$100 M
|
| Southern Farm Bureau Life Insurance |
2025 Q3
|
10/14/2025 |
16
|
$850 M
|
| PFW Advisors LLC |
2025 Q3
|
10/14/2025 |
129
|
$340 M
|
| STABLEFORD CAPITAL II LLC |
2025 Q3
|
10/14/2025 |
138
|
$280 M
|
| RK Asset Management, LLC |
2025 Q3
|
10/14/2025 |
23
|
$110 M
|
| S.E.E.D. Planning Group LLC |
2025 Q3
|
10/14/2025 |
85
|
$340 M
|
| Spartan Planning & Wealth Management |
2025 Q3
|
10/14/2025 |
76
|
$130 M
|
| HALL LAURIE J TRUSTEE |
2025 Q3
|
10/14/2025 |
285
|
$310 M
|
| Seaside Wealth Management, Inc. |
2025 Q3
|
10/14/2025 |
63
|
$340 M
|
| Physician Wealth Solutions Inc. |
2025 Q3
|
10/14/2025 |
46
|
$230 M
|
| Beech Hill Advisors, Inc. |
2025 Q3
|
10/14/2025 |
96
|
$210 M
|
| Legacy Wealth Asset Management, LLC |
2025 Q3
|
10/14/2025 |
359
|
$410 M
|
| Cohen Investment Advisors LLC |
2025 Q3
|
10/14/2025 |
78
|
$210 M
|
| MAD RIVER INVESTORS |
2025 Q3
|
10/14/2025 |
38
|
$230 M
|
| McCarthy & Cox |
2025 Q3
|
10/14/2025 |
71
|
$440 M
|
| BRIGHTON JONES LLC |
2025 Q3
|
10/14/2025 |
1,025
|
$4.2 B
|
| Salvus Wealth Management, LLC |
2025 Q3
|
10/14/2025 |
133
|
$180 M
|
| Foster Group, Inc. |
2025 Q3
|
10/14/2025 |
268
|
$3.2 B
|
| Harbor Group, Inc. |
2025 Q3
|
10/14/2025 |
105
|
$630 M
|
| ONCE CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/14/2025 |
28
|
$450 M
|
| Edge Wealth Management LLC |
2025 Q3
|
10/14/2025 |
88
|
$560 M
|
| Profit Investment Management, LLC |
2025 Q3
|
10/14/2025 |
69
|
$80 M
|
| Evanson Asset Management, LLC |
2025 Q3
|
10/14/2025 |
323
|
$1.8 B
|
| DLK Investment Management, LLC |
2025 Q3
|
10/14/2025 |
90
|
$270 M
|
| Goelzer Investment Management, Inc. |
2025 Q3
|
10/14/2025 |
247
|
$1.9 B
|
| Svenska Handelsbanken AB (publ) |
2025 Q3
|
10/14/2025 |
12
|
$290 M
|
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2025 Q3
|
10/14/2025 |
127
|
$590 M
|
| New England Professional Planning Group Inc. |
2025 Q3
|
10/14/2025 |
46
|
$220 M
|
| Community Bank of Raymore |
2025 Q3
|
10/14/2025 |
121
|
$140 M
|
| Pioneer Wealth Management Group |
2025 Q3
|
10/14/2025 |
52
|
$310 M
|
| Seilern Investment Management Ltd |
2025 Q3
|
10/14/2025 |
22
|
$1.4 B
|
| Generali Investments CEE, investicni spolecnost, a.s. |
2025 Q3
|
10/14/2025 |
383
|
$1.3 B
|
| Accelerate Investment Advisors LLC |
2025 Q3
|
10/14/2025 |
121
|
$150 M
|
| Lake Hills Wealth Management, LLC |
2025 Q3
|
10/14/2025 |
48
|
$190 M
|
| CPR Investments Inc. |
2025 Q3
|
10/14/2025 |
51
|
$150 M
|
| JBR Co Financial Management Inc |
2025 Q3
|
10/14/2025 |
116
|
$240 M
|
| CAPITAL INSIGHT PARTNERS, LLC |
2025 Q3
|
10/14/2025 |
163
|
$600 M
|
| Marion Wealth Management |
2025 Q3
|
10/10/2025 |
136
|
$420 M
|
| CHICAGO TRUST Co NA |
2025 Q3
|
10/10/2025 |
704
|
$720 M
|
| Diversified Enterprises, LLC |
2025 Q3
|
10/10/2025 |
321
|
$1.5 B
|
| SK Wealth Management, LLC |
2025 Q3
|
10/10/2025 |
83
|
$270 M
|
| F&V Capital Management, LLC |
2025 Q3
|
10/10/2025 |
54
|
$450 M
|
| ABLE Financial Group, LLC |
2025 Q3
|
10/10/2025 |
205
|
$460 M
|
| First Bank & Trust |
2025 Q3
|
10/10/2025 |
399
|
$590 M
|
| Fifth Third Securities, Inc. |
2025 Q3
|
10/10/2025 |
311
|
$1.5 B
|
| Navigoe, LLC |
2025 Q3
|
10/10/2025 |
268
|
$160 M
|
| Walmart Inc. |
2025 Q3
|
10/10/2025 |
2
|
$820 M
|
| BCR Wealth Strategies, LLC |
2025 Q3
|
10/10/2025 |
30
|
$280 M
|
| Cisco Systems, Inc. |
2025 Q3
|
10/10/2025 |
3
|
$400 M
|
| Financial Connections Group, Inc. |
2025 Q3
|
10/10/2025 |
241
|
$260 M
|
| USA FINANCIAL FORMULAS |
2025 Q3
|
10/10/2025 |
257
|
$570 M
|
| Warburton Capital Management, LLC |
2025 Q3
|
10/10/2025 |
61
|
$170 M
|
| Basepoint Wealth LLC |
2023 Q1
|
10/10/2025 |
93
|
$120 M
|
| Lester Murray Antman dba SimplyRich |
2025 Q3
|
10/10/2025 |
200
|
$370 M
|
| Quadratic Capital Management LLC |
2025 Q3
|
10/10/2025 |
2
|
$320 M
|
| DKM Wealth Management, Inc. |
2025 Q3
|
10/10/2025 |
65
|
$120 M
|
| Fluent Financial, LLC |
2025 Q3
|
10/10/2025 |
69
|
$260 M
|
| Spinnaker Investment Group, LLC |
2025 Q3
|
10/10/2025 |
157
|
$530 M
|
| Charles Schwab Trust Co |
2025 Q3
|
10/10/2025 |
177
|
$1.5 B
|
| TLWM |
2025 Q3
|
10/10/2025 |
78
|
$560 M
|
| Lineweaver Wealth Advisors, LLC |
2025 Q3
|
10/10/2025 |
166
|
$680 M
|
| RoundAngle Advisors LLC |
2025 Q3
|
10/10/2025 |
59
|
$130 M
|
| Arlington Financial Advisors, LLC |
2025 Q3
|
10/10/2025 |
110
|
$680 M
|
| CWC Advisors, LLC. |
2025 Q3
|
10/10/2025 |
146
|
$200 M
|