| Acropolis Investment Management, LLC |
2025 Q3
|
10/7/2025 |
266
|
$2.0 B
|
| Silverberg Bernstein Capital Management LLC |
2025 Q3
|
10/7/2025 |
67
|
$160 M
|
| Norway Savings Bank |
2025 Q3
|
10/7/2025 |
176
|
$210 M
|
| CHANNEL WEALTH LLC |
2025 Q3
|
10/7/2025 |
174
|
$370 M
|
| HAMILTON LANE ADVISORS LLC |
2025 Q3
|
10/7/2025 |
20
|
$170 M
|
| GFG Capital, LLC |
2025 Q3
|
10/7/2025 |
92
|
$290 M
|
| SPRING CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/7/2025 |
49
|
$200 M
|
| Ransom Advisory, Ltd |
2025 Q3 - RESTATEMENT
|
10/7/2025 |
301
|
$220 M
|
| Wynn Capital, LLC |
2025 Q3
|
10/7/2025 |
110
|
$210 M
|
| CATALYST PRIVATE WEALTH, LLC |
2025 Q3
|
10/7/2025 |
80
|
$230 M
|
| LYNCH & ASSOCIATES/IN |
2025 Q3
|
10/7/2025 |
127
|
$520 M
|
| StrongBox Wealth, LLC |
2025 Q3
|
10/7/2025 |
90
|
$300 M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q3
|
10/7/2025 |
29
|
$180 M
|
| Key Colony Management, LLC |
2025 Q3
|
10/7/2025 |
5
|
$74 M
|
| Eastover Investment Advisors LLC |
2025 Q3
|
10/7/2025 |
47
|
$230 M
|
| ST GERMAIN D J CO INC |
2025 Q3
|
10/7/2025 |
899
|
$2.5 B
|
| Family Legacy Financial Solutions, LLC |
2025 Q3
|
10/7/2025 |
258
|
$130 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q3
|
10/7/2025 |
5,145
|
$51 M
|
| EWG Elevate Inc. |
2025 Q3
|
10/7/2025 |
119
|
$320 M
|
| THREADGILL FINANCIAL, LLC |
2025 Q3
|
10/7/2025 |
50
|
$210 M
|
| Grant Private Wealth Management Inc |
2025 Q3
|
10/7/2025 |
141
|
$160 M
|
| Northside Capital Management, LLC |
2025 Q3
|
10/7/2025 |
200
|
$1.1 B
|
| DOLIVER ADVISORS, LP |
2025 Q3
|
10/7/2025 |
175
|
$390 M
|
| MKD WEALTH COACHES, LLC |
2025 Q3
|
10/7/2025 |
26
|
$100 M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2025 Q3
|
10/7/2025 |
300
|
$350 M
|
| Element Squared LLC |
2025 Q2
|
10/7/2025 |
55
|
$160 M
|
| Canandaigua National Trust Co of Florida |
2025 Q3
|
10/7/2025 |
106
|
$130 M
|
| Renaissance Investment Group LLC |
2025 Q3
|
10/7/2025 |
78
|
$490 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2025 Q3
|
10/7/2025 |
323
|
$1.1 B
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q3
|
10/7/2025 |
26
|
$1.5 B
|
| 1620 INVESTMENT ADVISORS, INC. |
2025 Q3
|
10/7/2025 |
649
|
$150 M
|
| Carolina Wealth Advisors, LLC |
2025 Q3
|
10/7/2025 |
232
|
$230 M
|
| KFG WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/7/2025 |
205
|
$690 M
|
| Sage Capital Advisors,llc |
2025 Q3
|
10/7/2025 |
131
|
$420 M
|
| Ervin Investment Management, LLC |
2025 Q3
|
10/7/2025 |
42
|
$170 M
|
| Assenagon Asset Management S.A. |
2025 Q3
|
10/7/2025 |
1,160
|
$73 B
|
| Polunin Capital Partners Ltd |
2025 Q3
|
10/7/2025 |
24
|
$680 k
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2025 Q3
|
10/7/2025 |
192
|
$1.2 B
|
| CULLEN INVESTMENT GROUP, LTD. |
2025 Q3
|
10/7/2025 |
175
|
$760 M
|
| Freestate Advisors LLC |
2025 Q3
|
10/7/2025 |
42
|
$120 M
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q3
|
10/7/2025 |
1,214
|
$3.5 B
|
| MUFG Securities EMEA plc |
2025 Q2 - RESTATEMENT
|
10/7/2025 |
546
|
$2.7 B
|
| Sawyer & Company, Inc |
2025 Q3
|
10/7/2025 |
187
|
$260 M
|
| Friday Financial |
2025 Q3
|
10/7/2025 |
91
|
$240 M
|
| Quintet Private Bank (Europe) S.A. |
2025 Q3
|
10/7/2025 |
194
|
$1.8 B
|
| Sicart Associates LLC |
2025 Q3
|
10/7/2025 |
73
|
$370 M
|
| Infinity Wealth Counsel, LLC |
2025 Q3
|
10/7/2025 |
64
|
$100 M
|
| Sonora Investment Management Group, LLC |
2025 Q3
|
10/7/2025 |
304
|
$1.4 B
|
| Union Bancaire Privee, UBP SA |
2025 Q3
|
10/7/2025 |
488
|
$7.0 B
|
| Graphene Investments SAS |
2025 Q3
|
10/7/2025 |
44
|
$160 M
|
| GuoLine Advisory Pte Ltd |
2025 Q3
|
10/7/2025 |
22
|
$1.0 B
|
| Thrive Wealth Management, LLC |
2025 Q3
|
10/6/2025 |
240
|
$660 M
|
| Nova Wealth Management, Inc. |
2025 Q3 - NEW HOLDINGS
|
10/6/2025 |
588
|
$140 M
|
| RPOA Advisors, Inc. |
2025 Q3
|
10/6/2025 |
6
|
$3.9 B
|
| Mirador Capital Partners LP |
2025 Q3
|
10/6/2025 |
216
|
$710 M
|
| Graves Light Lenhart Wealth, Inc. |
2025 Q3
|
10/6/2025 |
193
|
$900 M
|
| Werlinich Asset Management, LLC |
2025 Q3
|
10/6/2025 |
61
|
$200 M
|
| Hardin Capital Partners, LLC |
2025 Q3
|
10/6/2025 |
121
|
$190 M
|
| SANDERS MORRIS HARRIS LLC |
2025 Q3
|
10/6/2025 |
310
|
$760 M
|
| Wiser Wealth Management, Inc |
2025 Q3
|
10/6/2025 |
54
|
$440 M
|
| Oak Thistle LLC |
2025 Q3
|
10/6/2025 |
447
|
$660 M
|
| Team Financial Group, LLC |
2025 Q3
|
10/6/2025 |
257
|
$220 M
|
| Cambridge Financial Group, LLC |
2025 Q3
|
10/6/2025 |
165
|
$310 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2025 Q3
|
10/6/2025 |
487
|
$250 M
|
| Martin Capital Partners, LLC |
2025 Q3
|
10/6/2025 |
70
|
$260 M
|
| WealthBridge Investment Counsel Inc. |
2025 Q3
|
10/6/2025 |
46
|
$320 k
|
| ARS Wealth Advisors Group, LLC |
2025 Q3
|
10/6/2025 |
190
|
$1.0 B
|
| JBGlobal.com LLC |
2025 Q3
|
10/6/2025 |
29
|
$98 M
|
| KEB ASSET MANAGEMENT, LLC |
2025 Q3
|
10/6/2025 |
95
|
$450 M
|
| Exeter Financial, LLC |
2025 Q3
|
10/6/2025 |
92
|
$230 M
|
| Orgel Wealth Management, LLC |
2025 Q3
|
10/6/2025 |
88
|
$4.4 B
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2025 Q3
|
10/6/2025 |
25
|
$260 M
|
| NWF Advisory Services Inc. |
2024 Q3
|
10/6/2025 |
344
|
$690 M
|
| NWF Advisory Services Inc. |
2024 Q2
|
10/6/2025 |
326
|
$630 M
|
| NWF Advisory Services Inc. |
2024 Q1
|
10/6/2025 |
336
|
$600 M
|
| Kawa Capital Management, Inc |
2025 Q3
|
10/6/2025 |
5
|
$55 M
|
| Destiny Wealth Partners, LLC |
2025 Q3
|
10/6/2025 |
205
|
$820 M
|
| Beacon Financial Strategies CORP |
2025 Q3
|
10/6/2025 |
41
|
$170 M
|
| Peirce Capital Management, LLC |
2025 Q3
|
10/6/2025 |
40
|
$240 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2025 Q3
|
10/6/2025 |
792
|
$1.2 B
|
| Boston Standard Wealth Management, LLC |
2025 Q3
|
10/6/2025 |
49
|
$590 M
|
| Wisconsin Wealth Advisors, LLC |
2025 Q3
|
10/6/2025 |
87
|
$110 M
|
| LWM ADVISORS INC |
2025 Q3
|
10/6/2025 |
29
|
$110 M
|
| AssuredPartners Investment Advisors, LLC |
2025 Q3
|
10/6/2025 |
268
|
$450 M
|
| City Center Advisors, LLC |
2025 Q3
|
10/6/2025 |
163
|
$100 M
|
| Heartwood Wealth Advisors LLC |
2025 Q3
|
10/6/2025 |
631
|
$1.1 B
|
| HF Advisory Group, LLC |
2025 Q3
|
10/6/2025 |
166
|
$270 M
|
| TruWealth Advisors, LLC |
2025 Q3
|
10/6/2025 |
182
|
$2.0 B
|
| Sterling Group Wealth Management, LLC |
2025 Q3
|
10/6/2025 |
52
|
$200 M
|
| PUFF WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/6/2025 |
59
|
$66 M
|
| ACT WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/6/2025 |
57
|
$290 M
|
| SMI Advisory Services, LLC |
2025 Q3
|
10/6/2025 |
75
|
$530 M
|
| Gradient Investments LLC |
2025 Q3
|
10/6/2025 |
369
|
$6.0 B
|
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q3
|
10/6/2025 |
160
|
$420 M
|
| Von Berge Wealth Management Group, LLC |
2025 Q3
|
10/6/2025 |
1
|
$0
|
| INSPIRION WEALTH ADVISORS, LLC |
2025 Q3
|
10/6/2025 |
150
|
$710 M
|
| MOLLER WEALTH PARTNERS |
2025 Q3
|
10/6/2025 |
70
|
$480 M
|
| STEPH & CO |
2025 Q3
|
10/6/2025 |
315
|
$330 M
|
| Fragasso Financial Advisors Inc |
2025 Q3
|
10/6/2025 |
285
|
$1.6 B
|
| PMV Capital Advisers, LLC |
2025 Q3
|
10/6/2025 |
54
|
$52 M
|