| FLC Capital Advisors |
2025 Q2
|
7/29/2025 |
201
|
$480 M
|
| Financial Symmetry Inc |
2025 Q2
|
7/29/2025 |
48
|
$190 M
|
| Elevation Capital Advisory, LLC |
2025 Q2
|
7/29/2025 |
56
|
$250 M
|
| ODonnell Financial Services, LLC |
2025 Q2
|
7/29/2025 |
50
|
$260 M
|
| Orin Green Financial, LLC |
2025 Q2
|
7/29/2025 |
78
|
$240 M
|
| RPOA Advisors, Inc. |
2025 Q2
|
7/29/2025 |
8
|
$3.7 B
|
| Accretive Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
150
|
$300 M
|
| AIGH Capital Management LLC |
2025 Q2
|
7/29/2025 |
70
|
$220 M
|
| LYELL WEALTH MANAGEMENT, LP |
2025 Q2
|
7/29/2025 |
219
|
$1.3 B
|
| Members Advisory Group LLC |
2025 Q2
|
7/29/2025 |
35
|
$270 M
|
| Unison Advisors LLC |
2025 Q2
|
7/29/2025 |
177
|
$890 M
|
| Community Bank of Raymore |
2025 Q2
|
7/29/2025 |
116
|
$140 M
|
| Swan Global Investments, LLC |
2025 Q2
|
7/29/2025 |
80
|
$3.6 B
|
| UHLMANN PRICE SECURITIES, LLC |
2025 Q2
|
7/29/2025 |
187
|
$140 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2025 Q2
|
7/29/2025 |
185
|
$2.3 B
|
| Calamos Wealth Management LLC |
2025 Q2
|
7/29/2025 |
355
|
$2.4 B
|
| Cohalo Advisory LLC |
2025 Q2
|
7/29/2025 |
14
|
$1.3 M
|
| Socha Financial Group, LLC |
2025 Q2
|
7/29/2025 |
24
|
$220 M
|
| PARTHENON LLC |
2025 Q2
|
7/29/2025 |
126
|
$870 M
|
| CIDEL ASSET MANAGEMENT INC |
2025 Q2
|
7/29/2025 |
360
|
$1.7 B
|
| Salomon & Ludwin, LLC |
2025 Q2
|
7/29/2025 |
1,121
|
$1.0 B
|
| Forvis Mazars Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
396
|
$4.6 B
|
| CRUX WEALTH ADVISORS |
2025 Q2
|
7/29/2025 |
166
|
$230 M
|
| Northwest Quadrant Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
70
|
$450 M
|
| WENDELL DAVID ASSOCIATES INC |
2025 Q2
|
7/29/2025 |
147
|
$990 M
|
| Disciplined Investments, LLC |
2025 Q2
|
7/29/2025 |
124
|
$240 M
|
| Financial Synergies Wealth Advisors, Inc. |
2025 Q2
|
7/29/2025 |
108
|
$920 M
|
| JOHN G ULLMAN & ASSOCIATES INC |
2025 Q2
|
7/29/2025 |
174
|
$670 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2025 Q2
|
7/29/2025 |
266
|
$230 M
|
| Kelman-Lazarov, Inc. |
2025 Q2
|
7/29/2025 |
122
|
$620 M
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2025 Q2
|
7/29/2025 |
209
|
$380 M
|
| Violich Capital Management, Inc. |
2025 Q2
|
7/29/2025 |
98
|
$710 M
|
| First Bancorp, Inc /ME/ |
2025 Q2
|
7/29/2025 |
230
|
$170 M
|
| Shelter Ins Retirement Plan |
2025 Q2
|
7/29/2025 |
8
|
$85 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
197
|
$1.2 B
|
| Shelter Mutual Insurance Co |
2025 Q2
|
7/29/2025 |
58
|
$430 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/29/2025 |
49
|
$220 M
|
| Arnhold LLC |
2025 Q2
|
7/29/2025 |
119
|
$1.1 B
|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
417
|
$38 B
|
| Siguler Guff Advisers, LLC |
2025 Q2
|
7/29/2025 |
2
|
$70 M
|
| TrueMark Investments, LLC |
2025 Q2
|
7/29/2025 |
139
|
$460 M
|
| Schubert & Co |
2025 Q2
|
7/29/2025 |
70
|
$140 M
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
1,377
|
$9.3 B
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2025 Q2
|
7/29/2025 |
140
|
$540 M
|
| RPM Capital Partners, LLC |
2025 Q2
|
7/29/2025 |
1
|
$81 M
|
| Monument Group Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
52
|
$160 M
|
| Planned Solutions, Inc. |
2025 Q2
|
7/29/2025 |
123
|
$260 M
|
| BKM Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
157
|
$260 M
|
| Strategy Capital LLC |
2025 Q1 - RESTATEMENT
|
7/29/2025 |
10
|
$1.1 B
|
| Palmer Knight Co |
2025 Q2
|
7/29/2025 |
37
|
$230 M
|
| Gladwyn Financial Advisors, Inc. |
2025 Q2
|
7/29/2025 |
108
|
$130 M
|
| Northern Capital Management, Inc. |
2025 Q2
|
7/29/2025 |
44
|
$170 M
|
| SWMG, LLC |
2025 Q2
|
7/29/2025 |
122
|
$300 M
|
| VIRGINIA RETIREMENT SYSTEMS ET Al |
2025 Q2
|
7/29/2025 |
932
|
$14 B
|
| AMERICAN SECURITIES LLC |
2025 Q2
|
7/29/2025 |
1
|
$1.1 B
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2025 Q2
|
7/29/2025 |
918
|
$4.3 B
|
| United Bank |
2025 Q2
|
7/29/2025 |
116
|
$260 M
|
| Level Wealth Management LLC |
2025 Q2
|
7/29/2025 |
61
|
$170 M
|
| Arcus Capital Partners, LLC |
2025 Q2
|
7/29/2025 |
124
|
$230 M
|
| Burford Brothers, Inc. |
2025 Q2
|
7/29/2025 |
161
|
$220 M
|
| Goldstein Advisors, LLC |
2025 Q2
|
7/29/2025 |
210
|
$740 M
|
| Systelligence, LLC |
2025 Q2
|
7/29/2025 |
55
|
$540 M
|
| Independence Asset Advisors, LLC |
2025 Q2
|
7/29/2025 |
17
|
$160 M
|
| Millburn Ridgefield LLC /DE/ |
2025 Q2
|
7/29/2025 |
38
|
$4.2 B
|
| Ballast, Inc. |
2025 Q2
|
7/29/2025 |
151
|
$240 M
|
| Wealthstream Advisors, Inc. |
2025 Q2
|
7/29/2025 |
184
|
$600 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
849
|
$1.2 B
|
| DeDora Capital, Inc. |
2025 Q2
|
7/29/2025 |
115
|
$380 M
|
| MAGNOLIA GROUP, LLC |
2025 Q2
|
7/29/2025 |
10
|
$650 M
|
| SAM Advisors, LLC |
2025 Q2
|
7/29/2025 |
42
|
$290 M
|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
153
|
$240 M
|
| Stanley-Laman Group, Ltd. |
2025 Q2
|
7/29/2025 |
284
|
$670 M
|
| Curbstone Financial Management Corp |
2025 Q2
|
7/29/2025 |
200
|
$490 M
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/29/2025 |
76
|
$240 M
|
| Lutz Financial Services LLC |
2025 Q2
|
7/29/2025 |
97
|
$1.3 B
|
| Ariston Services Group |
2025 Q2
|
7/29/2025 |
71
|
$140 M
|
| Curative Ventures V LLC |
2025 Q2
|
7/29/2025 |
1
|
$40 M
|
| FOSTER & MOTLEY INC |
2025 Q2
|
7/29/2025 |
386
|
$1.7 B
|
| ShoreHaven Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
98
|
$240 M
|
| Tradewinds Capital Management, LLC |
2025 Q2
|
7/29/2025 |
642
|
$400 M
|
| Kondo Wealth Advisors, Inc. |
2025 Q2
|
7/29/2025 |
67
|
$230 M
|
| Bell & Brown Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
70
|
$280 M
|
| Hoese & Co LLP |
2025 Q2
|
7/29/2025 |
177
|
$120 M
|
| Robinson Value Management, Ltd. |
2025 Q2
|
7/29/2025 |
69
|
$160 M
|
| VISTA FINANCE, LLC |
2025 Q2
|
7/29/2025 |
54
|
$120 M
|
| MANCHESTER FINANCIAL INC |
2025 Q2
|
7/29/2025 |
121
|
$480 M
|
| Progressive Investment Management Corp |
2025 Q2
|
7/29/2025 |
56
|
$390 M
|
| Marathon Strategic Advisors, LLC |
2025 Q2
|
7/29/2025 |
40
|
$110 M
|
| Private Wealth Management Group, LLC |
2025 Q2
|
7/29/2025 |
1,503
|
$300 M
|
| Hamlin Capital Management, LLC |
2025 Q2
|
7/29/2025 |
25
|
$4.3 B
|
| Koshinski Asset Management, Inc. |
2025 Q2
|
7/29/2025 |
690
|
$1.3 B
|
| Citizens Business Bank |
2025 Q2
|
7/29/2025 |
189
|
$510 M
|
| RWQ Financial Management Services, Inc. |
2025 Q2
|
7/29/2025 |
22
|
$240 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2025 Q2
|
7/29/2025 |
394
|
$480 M
|
| Quotient Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
343
|
$3.4 B
|
| May Barnhard Investments LLC |
2025 Q2
|
7/29/2025 |
90
|
$210 M
|
| Sanofi |
2025 Q2
|
7/29/2025 |
10
|
$180 M
|
| Ifrah Financial Services, Inc. |
2025 Q2
|
7/29/2025 |
200
|
$370 M
|
| MPS Loria Financial Planners, LLC |
2025 Q2
|
7/29/2025 |
80
|
$340 M
|
| ASPIRIANT, LLC |
2025 Q2
|
7/29/2025 |
309
|
$3.1 B
|