| Marks Wealth, LLC |
2025 Q2
|
7/18/2025, 05:17 PM |
22
|
$308M
|
| Montgomery Investment Management Inc |
2025 Q2
|
7/18/2025, 05:16 PM |
95
|
$258M
|
| RK Asset Management, LLC |
2025 Q2
|
7/18/2025, 05:05 PM |
23
|
$104M
|
| Schaeffer Financial LLC |
2025 Q2
|
7/18/2025, 04:58 PM |
18
|
$102M
|
| Washington University |
2025 Q2
|
7/18/2025, 04:48 PM |
4
|
$121M
|
| CHURCHILL MANAGEMENT Corp |
2025 Q2
|
7/18/2025, 04:39 PM |
146
|
$9.21B
|
| Wiser Wealth Management, Inc |
2025 Q2
|
7/18/2025, 04:36 PM |
50
|
$399M
|
| James B. Fleming Jr |
2025 Q2
|
7/18/2025, 04:29 PM |
3
|
$61.2M
|
| Ami Asset Management Corp |
2025 Q2
|
7/18/2025, 04:29 PM |
85
|
$1.75B
|
| Brookmont Capital Management |
2025 Q2
|
7/18/2025, 04:27 PM |
54
|
$174M
|
| Ewa, Llc |
2025 Q2
|
7/18/2025, 04:26 PM |
219
|
$318M
|
| Pinnacle Investment Management Ltd |
2025 Q2
|
7/18/2025, 04:25 PM |
14
|
$17.3M
|
| FengHe Fund Management Pte. Ltd. |
2025 Q2
|
7/18/2025, 04:24 PM |
22
|
$610M
|
| Pelham Capital Ltd. |
2025 Q2
|
7/18/2025, 04:22 PM |
13
|
$186M
|
| Ridgemont Partners Management, LLC |
2025 Q2 - Restatement
|
7/18/2025, 04:17 PM |
1
|
$47.2M
|
| Access Financial Services, Inc. |
2025 Q2
|
7/18/2025, 04:13 PM |
98
|
$265M
|
| Ledgewood Wealth Advisors, LLC |
2025 Q2
|
7/18/2025, 04:12 PM |
70
|
$159M
|
| Wildcat Capital Management, LLC |
2025 Q2
|
7/18/2025, 04:09 PM |
6
|
$168M
|
| Northstar Group, Inc. |
2025 Q2
|
7/18/2025, 04:07 PM |
161
|
$648M
|
| SimpliFi, Inc. |
2025 Q2
|
7/18/2025, 04:06 PM |
41
|
$227M
|
| Philip James Wealth Mangement, LLC |
2025 Q2
|
7/18/2025, 04:06 PM |
169
|
$784M
|
| Viewpoint Investment Partners Corp |
2025 Q2
|
7/18/2025, 04:03 PM |
35
|
$183M
|
| Tanager Wealth Management LLP |
2025 Q2
|
7/18/2025, 04:03 PM |
123
|
$848M
|
| McGuire Investment Group, LLC |
2025 Q2
|
7/18/2025, 04:02 PM |
112
|
$783M
|
| Warren Street Wealth Advisors, LLC |
2025 Q2
|
7/18/2025, 04:01 PM |
136
|
$302M
|
| RKL Wealth Management LLC |
2025 Q2
|
7/18/2025, 04:00 PM |
176
|
$1.14B
|
| Consolidated Planning Corp |
2025 Q2
|
7/18/2025, 03:59 PM |
184
|
$797M
|
| Robeco Institutional Asset Management B.V. |
2025 Q2
|
7/18/2025, 03:59 PM |
860
|
$61.8B
|
| Clarity Financial LLC |
2025 Q2
|
7/18/2025, 03:57 PM |
109
|
$929M
|
| Cantor Fitzgerald Investment Advisors L.P. |
2025 Q2
|
7/18/2025, 03:57 PM |
186
|
$1.41B
|
| BSW Wealth Partners |
2025 Q2
|
7/18/2025, 03:56 PM |
318
|
$730M
|
| Woodward Diversified Capital, Llc |
2025 Q2
|
7/18/2025, 03:56 PM |
172
|
$198M
|
| BOCHK Asset Management Ltd |
2025 Q2
|
7/18/2025, 03:49 PM |
54
|
$345M
|
| TPG Advisors LLC |
2025 Q2
|
7/18/2025, 03:48 PM |
97
|
$138M
|
| Hudson Value Partners, LLC |
2025 Q2
|
7/18/2025, 03:44 PM |
107
|
$290M
|
| GEN Financial Management, INC. |
2025 Q2
|
7/18/2025, 03:43 PM |
44
|
$122M
|
| New Wave Wealth Advisors Llc |
2025 Q2
|
7/18/2025, 03:39 PM |
142
|
$235M
|
| Vicus Capital |
2025 Q2
|
7/18/2025, 03:30 PM |
263
|
$1.2B
|
| Gold Investment Management Ltd. |
2025 Q2
|
7/18/2025, 03:29 PM |
203
|
$266M
|
| Naples Global Advisors, Llc |
2025 Q2
|
7/18/2025, 03:27 PM |
418
|
$1.16B
|
| Silchester International Investors LLP |
2025 Q2
|
7/18/2025, 03:24 PM |
3
|
$465M
|
| Vert Asset Management LLC |
2025 Q2
|
7/18/2025, 03:17 PM |
45
|
$275M
|
| Parsons Capital Management Inc/Ri |
2025 Q2
|
7/18/2025, 03:15 PM |
438
|
$1.63B
|
| Astor Investment Management LLC |
2025 Q2
|
7/18/2025, 03:13 PM |
28
|
$185M
|
| Foundry Financial Group, Inc. |
2025 Q2
|
7/18/2025, 03:11 PM |
63
|
$176M
|
| Pure Financial Advisors, LLC |
2025 Q2
|
7/18/2025, 03:01 PM |
471
|
$5.68B
|
| BloombergSen Inc. |
2025 Q2
|
7/18/2025, 02:41 PM |
29
|
$1.18B
|
| Community Financial Services Group, LLC |
2025 Q2
|
7/18/2025, 02:35 PM |
96
|
$503M
|
| NRI Wealth Management LC |
2025 Q2
|
7/18/2025, 02:26 PM |
30
|
$166M
|
| Precision Wealth Strategies, LLC |
2025 Q2
|
7/18/2025, 02:24 PM |
177
|
$308M
|
| Cyr Financial Inc. |
2025 Q1 - Restatement
|
7/18/2025, 02:24 PM |
54
|
$112M
|
| TruNorth Capital Management, LLC |
2025 Q2
|
7/18/2025, 02:17 PM |
353
|
$450M
|
| Usa Financial Formulas |
2025 Q2
|
7/18/2025, 02:12 PM |
240
|
$586M
|
| jvl associates llc |
2025 Q2
|
7/18/2025, 02:08 PM |
65
|
$278M
|
| Benchmark Wealth Management, LLC |
2025 Q2
|
7/18/2025, 02:06 PM |
70
|
$225M
|
| B.O.S.S. Retirement Advisors, LLC |
2025 Q2
|
7/18/2025, 02:04 PM |
186
|
$398M
|
| Newman Dignan & Sheerar, Inc. |
2025 Q2
|
7/18/2025, 02:02 PM |
195
|
$435M
|
| Founders Capital Management |
2025 Q2
|
7/18/2025, 02:00 PM |
383
|
$167M
|
| Miller Wealth Advisors, Llc |
2025 Q2
|
7/18/2025, 01:51 PM |
97
|
$214M
|
| Parkwoods Wealth Partners, LLC |
2025 Q2
|
7/18/2025, 01:37 PM |
75
|
$173M
|
| Northeast Financial Group, Inc. |
2025 Q2
|
7/18/2025, 01:37 PM |
82
|
$316M
|
| Cohen Klingenstein LLC |
2025 Q2
|
7/18/2025, 01:26 PM |
204
|
$3B
|
| Meritas Wealth Management, LLC |
2025 Q2
|
7/18/2025, 01:25 PM |
52
|
$182M
|
| Mountain Pacific Investment Advisers Llc |
2025 Q2
|
7/18/2025, 01:23 PM |
139
|
$1.38B
|
| Heritage Financial Services, LLC |
2025 Q2
|
7/18/2025, 01:19 PM |
125
|
$1.04B
|
| Madrona Financial Services, LLC |
2025 Q2
|
7/18/2025, 01:19 PM |
114
|
$417M
|
| SOA Wealth Advisors, LLC. |
2025 Q2
|
7/18/2025, 01:18 PM |
878
|
$490M
|
| 1623 Capital LLC |
2025 Q2
|
7/18/2025, 12:59 PM |
0
|
$0
|
| Dogwood Wealth Management LLC |
2025 Q2
|
7/18/2025, 12:58 PM |
692
|
$205M
|
| Client 1 St Advisory Group, Llc |
2025 Q2
|
7/18/2025, 12:57 PM |
132
|
$276M
|
| Vigilare Wealth Management |
2025 Q2
|
7/18/2025, 12:55 PM |
119
|
$267M
|
| Vigilare Wealth Management |
2025 Q1
|
7/18/2025, 12:52 PM |
102
|
$250M
|
| Centricity Wealth Management, LLC |
2025 Q2
|
7/18/2025, 12:52 PM |
429
|
$125M
|
| First Pacific Financial |
2025 Q2
|
7/18/2025, 12:51 PM |
474
|
$678M
|
| Nabity-Jensen Investment Management Inc |
2025 Q2
|
7/18/2025, 12:43 PM |
68
|
$136M
|
| Deltec Asset Management Llc |
2025 Q2
|
7/18/2025, 12:37 PM |
191
|
$561M
|
| Chelsea Counsel Co |
2025 Q2
|
7/18/2025, 12:18 PM |
201
|
$202M
|
| Trilogy Capital Inc. |
2025 Q2
|
7/18/2025, 12:16 PM |
359
|
$2.06B
|
| QTR Family Wealth, LLC |
2025 Q2
|
7/18/2025, 12:11 PM |
186
|
$161M
|
| Eagle Capital Management, LLC |
2025 Q2
|
7/18/2025, 12:08 PM |
44
|
$227M
|
| Trust Co Of Vermont |
2025 Q2
|
7/18/2025, 12:07 PM |
1085
|
$2.12B
|
| Forbes J M & Co Llp |
2025 Q2
|
7/18/2025, 11:59 AM |
141
|
$1.09B
|
| Natixis |
2025 Q1 - Restatement
|
7/18/2025, 11:58 AM |
936
|
$16.8B
|
| SMI Advisory Services, LLC |
2025 Q2
|
7/18/2025, 11:56 AM |
51
|
$518M
|
| BCO Wealth Management LLC |
2025 Q2
|
7/18/2025, 11:54 AM |
37
|
$140M
|
| Ninety One North America, Inc. |
2025 Q2
|
7/18/2025, 11:50 AM |
65
|
$2.04B
|
| Ninety One SA (PTY) Ltd |
2025 Q2
|
7/18/2025, 11:44 AM |
74
|
$609M
|
| Bartlett & Co. Wealth Management Llc |
2025 Q2
|
7/18/2025, 11:43 AM |
1244
|
$7.16B
|
| Ninety One UK Ltd |
2025 Q2
|
7/18/2025, 11:34 AM |
202
|
$42.6B
|
| Loudon Investment Management, LLC |
2025 Q2
|
7/18/2025, 11:33 AM |
99
|
$181M
|
| Lynx Investment Advisory |
2025 Q2
|
7/18/2025, 11:32 AM |
147
|
$153M
|
| Community Bank & Trust, Waco, Texas |
2025 Q2
|
7/18/2025, 10:57 AM |
143
|
$442M
|
| SigFig Wealth Management, LLC |
2025 Q2
|
7/18/2025, 10:54 AM |
133
|
$3.02B
|
| Whitebark Investors LP |
2025 Q2
|
7/18/2025, 10:53 AM |
7
|
$159M
|
| Independent Investors Inc |
2025 Q2
|
7/18/2025, 10:47 AM |
67
|
$459M
|
| Childress Capital Advisors, Llc |
2025 Q2
|
7/18/2025, 10:46 AM |
246
|
$397M
|
| MJT & Associates Financial Advisory Group, Inc. |
2025 Q2 - Restatement
|
7/18/2025, 10:42 AM |
471
|
$80.6M
|
| Lowery Thomas, Llc |
2025 Q2
|
7/18/2025, 10:40 AM |
53
|
$156M
|
| Old Point Trust & Financial Services N A |
2025 Q2
|
7/18/2025, 10:40 AM |
100
|
$254M
|
| Provident Wealth Management, LLC |
2025 Q2
|
7/18/2025, 10:31 AM |
137
|
$306M
|