| Lake Hills Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
53
|
$170 M
|
| Northwest & Ethical Investments L.P. |
2021 Q4
|
7/9/2025 |
396
|
$3.4 B
|
| Northwest & Ethical Investments L.P. |
2021 Q3
|
7/9/2025 |
400
|
$3.1 B
|
| Northwest & Ethical Investments L.P. |
2021 Q2
|
7/9/2025 |
404
|
$3.1 B
|
| Roth Financial Partners LLC |
2025 Q2
|
7/9/2025 |
31
|
$280 M
|
| Northwest & Ethical Investments L.P. |
2021 Q1
|
7/9/2025 |
409
|
$2.9 B
|
| Sivia Capital Partners, LLC |
2025 Q2
|
7/9/2025 |
434
|
$330 M
|
| Exchange Bank |
2025 Q2
|
7/9/2025 |
193
|
$130 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2025 Q2
|
7/9/2025 |
55
|
$2.6 B
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q2
|
7/9/2025 |
99
|
$610 M
|
| Shore Point Advisors, LLC |
2025 Q2
|
7/9/2025 |
70
|
$210 M
|
| Snow Phipps Group, LLC |
2025 Q2
|
7/9/2025 |
2
|
$300 M
|
| EPIQ PARTNERS, LLC |
2025 Q2
|
7/9/2025 |
72
|
$200 M
|
| Fragasso Financial Advisors Inc |
2025 Q2
|
7/9/2025 |
274
|
$1.5 B
|
| Bank of New Hampshire |
2025 Q2
|
7/9/2025 |
465
|
$400 M
|
| First Bank & Trust |
2025 Q2
|
7/9/2025 |
364
|
$560 M
|
| Fiduciary Alliance LLC |
2025 Q2
|
7/9/2025 |
479
|
$1.3 B
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2025 Q2
|
7/9/2025 |
25
|
$250 M
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q2
|
7/9/2025 |
35
|
$130 M
|
| Heritage Family Offices, LLP |
2025 Q2
|
7/9/2025 |
181
|
$200 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2025 Q2
|
7/9/2025 |
64
|
$300 M
|
| Hiley Hunt Wealth Management |
2025 Q2
|
7/9/2025 |
43
|
$200 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/9/2025 |
46
|
$140 M
|
| Emprise Bank |
2025 Q2
|
7/9/2025 |
101
|
$210 M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2025 Q2
|
7/9/2025 |
41
|
$160 M
|
| Parkside Advisors LLC |
2025 Q2
|
7/9/2025 |
89
|
$460 M
|
| Triumph Capital Management |
2025 Q2
|
7/9/2025 |
286
|
$330 M
|
| BOYUM WEALTH ARCHITECTS LLC |
2025 Q2
|
7/9/2025 |
51
|
$140 M
|
| GEM Asset Management, LLC |
2025 Q2
|
7/9/2025 |
101
|
$200 M
|
| CENTRAL BANK & TRUST CO |
2025 Q2
|
7/9/2025 |
211
|
$610 M
|
| Pacific Capital Wealth Advisors, Inc. |
2025 Q2
|
7/9/2025 |
73
|
$550 M
|
| Renaissance Investment Group LLC |
2025 Q2
|
7/9/2025 |
78
|
$460 M
|
| Byrne Asset Management LLC |
2025 Q2
|
7/9/2025 |
543
|
$150 M
|
| Summit Financial Consulting LLC |
2025 Q2
|
7/9/2025 |
40
|
$110 M
|
| Christopher J. Hasenberg, Inc |
2025 Q2
|
7/9/2025 |
228
|
$270 M
|
| HFG Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
50
|
$160 M
|
| WOODSTOCK CORP |
2025 Q2
|
7/9/2025 |
156
|
$1.1 B
|
| Silverberg Bernstein Capital Management LLC |
2025 Q2
|
7/9/2025 |
67
|
$150 M
|
| Clarus Wealth Advisors |
2025 Q2
|
7/9/2025 |
87
|
$220 M
|
| DUDLEY & SHANLEY, INC. |
2025 Q2
|
7/9/2025 |
37
|
$640 M
|
| Lifestyle Asset Management, Inc. |
2025 Q2
|
7/9/2025 |
124
|
$210 M
|
| Key Client Fiduciary Advisors, LLC |
2025 Q2
|
7/9/2025 |
207
|
$250 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2025 Q2
|
7/9/2025 |
132
|
$180 M
|
| MFG WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/9/2025 |
51
|
$120 M
|
| Alken Asset Management Ltd |
2025 Q2
|
7/9/2025 |
36
|
$57 M
|
| Bowman & Co S.C. |
2025 Q2
|
7/9/2025 |
109
|
$220 M
|
| Bay Rivers Group |
2025 Q2
|
7/9/2025 |
90
|
$220 M
|
| Sarver Vrooman Wealth Advisors |
2025 Q2
|
7/9/2025 |
129
|
$150 M
|
| RIVERSEDGE ADVISORS, LLC |
2025 Q2
|
7/9/2025 |
126
|
$510 M
|
| Sterling Manor Financial, LLC |
2025 Q2
|
7/9/2025 |
30
|
$150 M
|
| Connective Portfolio Management, LLC |
2025 Q2
|
7/9/2025 |
30
|
$47 M
|
| WestHill Financial Advisors, Inc. |
2025 Q2
|
7/9/2025 |
72
|
$470 M
|
| BEACON FINANCIAL GROUP |
2025 Q2
|
7/9/2025 |
338
|
$960 M
|
| Westmount Partners, LLC |
2025 Q2
|
7/9/2025 |
246
|
$360 M
|
| BURR FINANCIAL SERVICES, LLC |
2025 Q2
|
7/9/2025 |
30
|
$120 M
|
| Reyes Financial Architecture, Inc. |
2025 Q2
|
7/9/2025 |
282
|
$120 M
|
| Client First Investment Management LLC |
2025 Q2
|
7/9/2025 |
26
|
$160 M
|
| Presidio Capital Management, LLC |
2025 Q2
|
7/9/2025 |
67
|
$260 M
|
| High Probability Advisors, LLC |
2025 Q2
|
7/9/2025 |
60
|
$670 M
|
| Baron Financial Group, LLC |
2025 Q2
|
7/9/2025 |
49
|
$170 M
|
| Veracity Capital LLC |
2025 Q2
|
7/9/2025 |
242
|
$290 M
|
| Brand Asset Management Group, Inc. |
2025 Q2
|
7/9/2025 |
92
|
$270 M
|
| Efficient Frontier Advisors LLC |
2025 Q2
|
7/9/2025 |
22
|
$160 M
|
| Bulwark Capital Corp |
2025 Q2
|
7/9/2025 |
95
|
$120 M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2025 Q2
|
7/9/2025 |
634
|
$2.3 B
|
| Sandy Cove Advisors, LLC |
2025 Q2
|
7/9/2025 |
131
|
$280 M
|
| Czech National Bank |
2025 Q2
|
7/9/2025 |
504
|
$13 B
|
| FIRST FINANCIAL CORP /IN/ |
2025 Q2
|
7/9/2025 |
423
|
$220 M
|
| Svenska Handelsbanken AB (publ) |
2025 Q2
|
7/9/2025 |
8
|
$110 M
|
| ACT WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/8/2025 |
57
|
$240 M
|
| Copley Financial Group, Inc. |
2025 Q1 - RESTATEMENT
|
7/8/2025 |
129
|
$130 M
|
| Sandbox Financial Partners, LLC |
2025 Q2
|
7/8/2025 |
123
|
$320 M
|
| MassMutual Private Wealth & Trust, FSB |
2025 Q2
|
7/8/2025 |
2,375
|
$3.8 B
|
| WealthCare Investment Partners, LLC |
2025 Q2
|
7/8/2025 |
157
|
$280 M
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q2
|
7/8/2025 |
48
|
$160 M
|
| Sarver Vrooman Wealth Advisors |
2025 Q1
|
7/8/2025 |
129
|
$150 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2025 Q2
|
7/8/2025 |
489
|
$250 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2025 Q2
|
7/8/2025 |
125
|
$280 M
|
| PTM WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/8/2025 |
49
|
$150 M
|
| Parisi Gray Wealth Management |
2025 Q2
|
7/8/2025 |
121
|
$350 M
|
| Northstar Advisory Group, LLC |
2025 Q2
|
7/8/2025 |
100
|
$200 M
|
| Next Level Private LLC |
2025 Q2
|
7/8/2025 |
150
|
$310 M
|
| Range Financial Group LLC |
2025 Q2
|
7/8/2025 |
194
|
$250 M
|
| Melone Private Wealth, LLC |
2025 Q2
|
7/8/2025 |
50
|
$200 M
|
| Strategic Advocates LLC |
2025 Q2
|
7/8/2025 |
126
|
$340 M
|
| LPWM LLC |
2025 Q2
|
7/8/2025 |
83
|
$340 M
|
| LITTLE HOUSE CAPITAL LLC |
2025 Q2
|
7/8/2025 |
121
|
$400 M
|
| IAM Advisory, LLC |
2025 Q2
|
7/8/2025 |
97
|
$420 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2025 Q2
|
7/8/2025 |
85
|
$290 M
|
| FIRST NATIONAL CORP /MA/ /ADV |
2025 Q2
|
7/8/2025 |
163
|
$500 M
|
| FF Advisors,LLC |
2025 Q2
|
7/8/2025 |
99
|
$190 M
|
| EVERPAR ADVISORS LLC |
2025 Q2
|
7/8/2025 |
266
|
$220 M
|
| EHRLICH FINANCIAL GROUP |
2025 Q2
|
7/8/2025 |
109
|
$150 M
|
| DOVER ADVISORS, LLC |
2025 Q2
|
7/8/2025 |
163
|
$230 M
|
| Arlington Trust Co LLC |
2025 Q2
|
7/8/2025 |
700
|
$510 M
|
| Davis Investment Partners, LLC |
2025 Q2
|
7/8/2025 |
160
|
$280 M
|
| COREPATH WEALTH PARTNERS LLC |
2025 Q2
|
7/8/2025 |
34
|
$120 M
|
| KCK LTD. |
2025 Q2
|
7/8/2025 |
2
|
$18 M
|
| Choice Wealth Advisors, LLC |
2025 Q2
|
7/8/2025 |
30
|
$220 M
|
| Chemistry Wealth Management LLC |
2025 Q2
|
7/8/2025 |
196
|
$470 M
|