| Foster Victor Wealth Advisors, LLC |
2025 Q3
|
10/10/2025 |
221
|
$1.6 B
|
| Seneca House Advisors |
2025 Q3
|
10/10/2025 |
90
|
$250 M
|
| Sarasin & Partners LLP |
2025 Q3
|
10/10/2025 |
74
|
$10 B
|
| Legacy Wealth Management, Inc |
2025 Q3
|
10/10/2025 |
29
|
$1.7 B
|
| MYECFO, LLC |
2025 Q3
|
10/10/2025 |
61
|
$220 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2025 Q3
|
10/10/2025 |
114
|
$170 M
|
| BNC WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/10/2025 |
107
|
$400 M
|
| Stolper Co |
2025 Q3 - RESTATEMENT
|
10/10/2025 |
89
|
$330 M
|
| Stolper Co |
2025 Q3
|
10/10/2025 |
89
|
$330 M
|
| Sara-Bay Financial |
2025 Q3
|
10/10/2025 |
80
|
$360 M
|
| Douglas Lane & Associates, LLC |
2025 Q3
|
10/10/2025 |
240
|
$7.2 B
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q3
|
10/10/2025 |
135
|
$580 M
|
| Red Door Wealth Management, LLC |
2025 Q3
|
10/10/2025 |
292
|
$940 M
|
| TRUST POINT INC. |
2025 Q3
|
10/10/2025 |
603
|
$1.2 B
|
| Pathway Financial Advisors LLC |
2025 Q3
|
10/10/2025 |
141
|
$750 M
|
| jvl associates llc |
2025 Q3
|
10/10/2025 |
64
|
$300 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2025 Q3
|
10/10/2025 |
525
|
$5.9 B
|
| Newton One Investments LLC |
2025 Q3
|
10/10/2025 |
120
|
$340 M
|
| BROWN, LISLE/CUMMINGS, INC. |
2025 Q3
|
10/10/2025 |
760
|
$390 M
|
| Mills Wealth Advisors LLC |
2025 Q3
|
10/10/2025 |
71
|
$250 M
|
| NATURAL INVESTMENTS, LLC |
2025 Q3
|
10/10/2025 |
263
|
$400 M
|
| Kathleen S. Wright Associates Inc. |
2025 Q3
|
10/10/2025 |
256
|
$270 M
|
| Ridgeline Wealth, LLC |
2025 Q3
|
10/10/2025 |
51
|
$140 M
|
| FC Advisory LLC |
2025 Q3
|
10/10/2025 |
116
|
$340 M
|
| Corsicana & Co. |
2025 Q3
|
10/10/2025 |
261
|
$180 M
|
| FLPUTNAM INVESTMENT MANAGEMENT CO |
2025 Q3
|
10/10/2025 |
576
|
$6.7 B
|
| Ryan Investment Management, Inc. |
2025 Q3
|
10/10/2025 |
19
|
$180 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/10/2025 |
79
|
$640 M
|
| Benson Investment Management Company, Inc. |
2025 Q3
|
10/10/2025 |
54
|
$290 M
|
| VIKING FUND MANAGEMENT LLC |
2025 Q3
|
10/10/2025 |
141
|
$830 M
|
| CONGRESS ASSET MANAGEMENT CO |
2025 Q3
|
10/10/2025 |
392
|
$15 B
|
| Lionshead Wealth Management, LLC |
2025 Q3
|
10/10/2025 |
103
|
$130 M
|
| A. D. Beadell Investment Counsel, Inc. |
2025 Q3
|
10/10/2025 |
91
|
$150 M
|
| CCM INVESTMENT ADVISERS LLC |
2025 Q3
|
10/10/2025 |
93
|
$1.0 B
|
| IronBridge Private Wealth, LLC |
2025 Q2
|
10/10/2025 |
66
|
$290 M
|
| Sharkey, Howes & Javer |
2025 Q3
|
10/10/2025 |
159
|
$780 M
|
| Envision Financial LLC |
2025 Q3
|
10/10/2025 |
43
|
$170 M
|
| Selective Wealth Management, Inc. |
2025 Q3
|
10/10/2025 |
107
|
$310 M
|
| Delta Wealth Advisors LLC |
2025 Q2
|
10/10/2025 |
45
|
$120 M
|
| Delta Wealth Advisors LLC |
2025 Q1
|
10/10/2025 |
40
|
$110 M
|
| Delta Wealth Advisors LLC |
2024 Q4
|
10/10/2025 |
40
|
$110 M
|
| Delta Wealth Advisors LLC |
2024 Q3
|
10/10/2025 |
40
|
$100 M
|
| Delta Wealth Advisors LLC |
2024 Q2
|
10/10/2025 |
45
|
$100 M
|
| Delta Wealth Advisors LLC |
2024 Q1
|
10/10/2025 |
47
|
$97 M
|
| Quotient Wealth Partners, LLC |
2025 Q3
|
10/10/2025 |
358
|
$3.7 B
|
| Clarity Financial LLC |
2025 Q3
|
10/10/2025 |
119
|
$1.0 B
|
| Falcon Wealth Planning |
2025 Q3
|
10/10/2025 |
191
|
$1.1 B
|
| Focused Wealth Management, Inc |
2025 Q3
|
10/10/2025 |
208
|
$940 M
|
| Cyndeo Wealth Partners, LLC |
2025 Q3
|
10/10/2025 |
474
|
$1.8 B
|
| Bowman & Co S.C. |
2025 Q3
|
10/10/2025 |
109
|
$240 M
|
| MATAURO, LLC |
2025 Q3
|
10/10/2025 |
155
|
$630 M
|
| Fairvoy Private Wealth, LLC |
2025 Q3
|
10/10/2025 |
190
|
$440 M
|
| Abound Wealth Management |
2025 Q3
|
10/10/2025 |
1,359
|
$400 M
|
| Castleview Partners, LLC |
2025 Q3
|
10/10/2025 |
176
|
$180 M
|
| Advance Capital Management, Inc. |
2025 Q3
|
10/10/2025 |
175
|
$2.3 B
|
| Bank of Finland |
2025 Q3
|
10/10/2025 |
4
|
$1.6 B
|
| Perpetual Ltd |
2025 Q3
|
10/10/2025 |
660
|
$8.1 B
|
| Five Pine Wealth Management |
2025 Q3
|
10/9/2025 |
42
|
$150 M
|
| Gibson Wealth Advisors LLC |
2025 Q3
|
10/9/2025 |
32
|
$140 M
|
| Shotwell Rutter Baer Inc |
2025 Q3
|
10/9/2025 |
37
|
$150 M
|
| Focus Financial Network, Inc. |
2025 Q3
|
10/9/2025 |
738
|
$2.8 B
|
| Arbor Wealth Advisors LLC |
2025 Q3
|
10/9/2025 |
55
|
$130 M
|
| Capitol Family Office, Inc. |
2025 Q3
|
10/9/2025 |
47
|
$82 M
|
| Sunflower Bank, N.A. |
2025 Q3
|
10/9/2025 |
212
|
$410 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q3
|
10/9/2025 |
322
|
$630 M
|
| Signal Advisors Wealth, LLC |
2025 Q3
|
10/9/2025 |
455
|
$1.1 B
|
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q3
|
10/9/2025 |
297
|
$1.5 B
|
| Rydar Equities, Inc. |
2025 Q3
|
10/9/2025 |
93
|
$120 M
|
| CGN Advisors LLC |
2025 Q3
|
10/9/2025 |
304
|
$1.2 B
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2025 Q3
|
10/9/2025 |
1,202
|
$7.6 B
|
| Independence Bank of Kentucky |
2025 Q3
|
10/9/2025 |
623
|
$780 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q3
|
10/9/2025 |
13
|
$180 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/9/2025 |
275
|
$440 M
|
| Cascade Investment Advisors, Inc. |
2025 Q3
|
10/9/2025 |
115
|
$170 M
|
| AdvisorNet Financial, Inc |
2025 Q3
|
10/9/2025 |
2,250
|
$1.8 B
|
| Meadowbrook Wealth Management, LLC |
2025 Q3
|
10/9/2025 |
84
|
$96 M
|
| Lifestyle Asset Management, Inc. |
2025 Q3
|
10/9/2025 |
135
|
$290 M
|
| Two Point Capital Management, Inc. |
2025 Q3
|
10/9/2025 |
25
|
$250 M
|
| BRADY FAMILY WEALTH, LLC |
2025 Q3
|
10/9/2025 |
110
|
$320 M
|
| Centurion Wealth Management LLC |
2025 Q3
|
10/9/2025 |
311
|
$440 M
|
| Ridgepath Capital Management LLC |
2025 Q3
|
10/9/2025 |
48
|
$230 M
|
| L. Roy Papp & Associates, LLP |
2025 Q3
|
10/9/2025 |
182
|
$890 M
|
| McHugh Group, LLC |
2025 Q3
|
10/9/2025 |
77
|
$170 M
|
| TradeWell Securities, LLC. |
2025 Q3
|
10/9/2025 |
45
|
$240 M
|
| JACKSON SQUARE CAPITAL, LLC |
2025 Q3
|
10/9/2025 |
144
|
$460 M
|
| Secure Asset Management, LLC |
2025 Q3
|
10/9/2025 |
312
|
$610 M
|
| SURIENCE PRIVATE WEALTH LLC |
2025 Q3
|
10/9/2025 |
44
|
$110 M
|
| Financial Enhancement Group LLC |
2025 Q3
|
10/9/2025 |
132
|
$750 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2025 Q3
|
10/9/2025 |
64
|
$310 M
|
| IVC Wealth Advisors LLC |
2025 Q3
|
10/9/2025 |
183
|
$220 M
|
| Sprinkle Financial Consultants LLC |
2025 Q3
|
10/9/2025 |
84
|
$180 M
|
| TOTH FINANCIAL ADVISORY CORP |
2025 Q3
|
10/9/2025 |
770
|
$930 M
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2025 Q3
|
10/9/2025 |
32
|
$620 M
|
| Capstone Wealth Management, LLC |
2025 Q3
|
10/9/2025 |
50
|
$130 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/9/2025 |
152
|
$220 M
|
| Whitcomb & Hess, Inc. |
2025 Q3
|
10/9/2025 |
57
|
$390 M
|
| Curated Wealth Partners LLC |
2025 Q3
|
10/9/2025 |
266
|
$830 M
|
| Sowa Financial Group, Inc. |
2025 Q3
|
10/9/2025 |
26
|
$180 M
|
| Compton Wealth Advisory Group, LLC |
2025 Q3
|
10/9/2025 |
83
|
$430 M
|
| Kessler Investment Group, LLC |
2025 Q3
|
10/9/2025 |
82
|
$230 M
|