| 14 Oct 2025, 17:28:14 |
Tactive Advisors, LLC |
2025 Q3
|
251
|
$353M
|
| 14 Oct 2025, 17:25:46 |
Red Mountain Financial, LLC |
2025 Q3
|
76
|
$98.5M
|
| 14 Oct 2025, 17:25:35 |
GLOBALT Investments LLC / GA |
2025 Q3
|
207
|
$2.74B
|
| 14 Oct 2025, 17:23:55 |
Apeiron RIA LLC |
2025 Q3
|
210
|
$445M
|
| 14 Oct 2025, 17:22:25 |
Key Client Fiduciary Advisors, LLC |
2025 Q3
|
213
|
$297M
|
| 14 Oct 2025, 17:20:45 |
Able Wealth Management LLC |
2025 Q3
|
106
|
$266M
|
| 14 Oct 2025, 17:18:14 |
RTD Financial Advisors, Inc. |
2025 Q3
|
107
|
$832M
|
| 14 Oct 2025, 17:16:58 |
High Probability Advisors, LLC |
2025 Q3
|
65
|
$729M
|
| 14 Oct 2025, 17:13:06 |
HWG Holdings LP |
2025 Q3
|
57
|
$395M
|
| 14 Oct 2025, 17:12:35 |
BCO Wealth Management LLC |
2025 Q3
|
37
|
$152M
|
| 14 Oct 2025, 17:10:59 |
Fort Henry Capital, LLC |
2025 Q3
|
17
|
$157M
|
| 14 Oct 2025, 17:09:41 |
Wealth Alliance Advisory Group, LLC |
2025 Q3
|
191
|
$554M
|
| 14 Oct 2025, 17:06:43 |
Revolve Wealth Partners, LLC |
2025 Q3
|
232
|
$834M
|
| 14 Oct 2025, 17:03:36 |
Highline Wealth Partners Llc |
2025 Q3
|
1080
|
$372M
|
| 14 Oct 2025, 17:01:11 |
Monument Capital Management |
2025 Q3
|
226
|
$400M
|
| 14 Oct 2025, 17:00:41 |
Voisard Asset Management Group, Inc. |
2025 Q3
|
95
|
$432M
|
| 14 Oct 2025, 16:49:18 |
Welch Group, LLC |
2025 Q3
|
298
|
$2.56B
|
| 14 Oct 2025, 16:47:48 |
White Pine Investment CO |
2025 Q3
|
67
|
$421M
|
| 14 Oct 2025, 16:44:16 |
Ellenbecker Investment Group |
2025 Q3
|
128
|
$678M
|
| 14 Oct 2025, 16:44:03 |
Great Waters Wealth Management |
2025 Q3
|
114
|
$846M
|
| 14 Oct 2025, 16:32:03 |
True North Advisors, LLC |
2025 Q3
|
215
|
$630M
|
| 14 Oct 2025, 16:26:40 |
Old National Bancorp /In/ |
2025 Q3
|
605
|
$5.85B
|
| 14 Oct 2025, 16:17:35 |
Ironwood Wealth Management, Inc. |
2025 Q3
|
22
|
$218M
|
| 14 Oct 2025, 16:08:34 |
Fourpath Capital Management, Llc |
2025 Q3
|
229
|
$703M
|
| 14 Oct 2025, 16:05:19 |
Stash Investments, LLC |
2025 Q3
|
5
|
$232M
|
| 14 Oct 2025, 15:58:32 |
Dohj, Llc |
2025 Q3
|
0
|
$0
|
| 14 Oct 2025, 15:55:41 |
Weitzel Financial Services, Inc. |
2025 Q3
|
48
|
$246M
|
| 14 Oct 2025, 15:54:50 |
Security National Bank Of So Dak |
2025 Q3
|
109
|
$199M
|
| 14 Oct 2025, 15:53:14 |
Ridgecrest Wealth Partners, Llc |
2025 Q3
|
118
|
$221M
|
| 14 Oct 2025, 15:48:10 |
Kirr Marbach & Co Llc /In/ |
2025 Q3
|
57
|
$554M
|
| 14 Oct 2025, 15:46:19 |
Bulwark Capital Corp |
2025 Q3
|
101
|
$129M
|
| 14 Oct 2025, 15:29:31 |
Westwind Capital |
2025 Q3
|
37
|
$479M
|
| 14 Oct 2025, 15:25:15 |
Gridiron Partners, LLC |
2025 Q3
|
67
|
$74.1M
|
| 14 Oct 2025, 15:23:39 |
Boulay Financial Advisors, LLC |
2025 Q2 - Restatement
|
4
|
$663M
|
| 14 Oct 2025, 15:22:08 |
Matrix Trust Co |
2025 Q3
|
249
|
$639M
|
| 14 Oct 2025, 15:21:55 |
Fiduciary Advisors, Inc. |
2025 Q3
|
96
|
$124M
|
| 14 Oct 2025, 15:19:38 |
Shikiar Asset Management Inc |
2025 Q3
|
102
|
$397M
|
| 14 Oct 2025, 15:16:08 |
DiNuzzo Private Wealth, Inc. |
2025 Q3
|
1371
|
$882M
|
| 14 Oct 2025, 15:06:21 |
Security National Bank Of Sioux City Iowa /Ia/ |
2025 Q3
|
84
|
$154M
|
| 14 Oct 2025, 15:03:56 |
Boulay Financial Advisors, LLC |
2025 Q3
|
4
|
$712M
|
| 14 Oct 2025, 15:03:06 |
Yousif Capital Management, Llc |
2025 Q3
|
1886
|
$9.37B
|
| 14 Oct 2025, 14:57:20 |
Argent Capital Management Llc |
2025 Q3
|
155
|
$3.66B
|
| 14 Oct 2025, 14:47:19 |
Intergy Private Wealth, LLC |
2025 Q3
|
109
|
$320M
|
| 14 Oct 2025, 14:46:32 |
Martel Wealth Advisors Inc |
2025 Q3
|
70
|
$571M
|
| 14 Oct 2025, 14:44:17 |
Kopion Asset Management, LLC |
2025 Q3
|
19
|
$154M
|
| 14 Oct 2025, 14:40:42 |
Affiance Financial, LLC |
2025 Q3
|
104
|
$549M
|
| 14 Oct 2025, 14:37:43 |
Trust Co Of Vermont |
2025 Q3
|
1094
|
$2.3B
|
| 14 Oct 2025, 14:36:26 |
ADG Wealth Management Group, LLC |
2025 Q3
|
30
|
$126M
|
| 14 Oct 2025, 14:26:04 |
Deane Retirement Strategies, Inc. |
2025 Q3
|
70
|
$233M
|
| 14 Oct 2025, 14:19:24 |
Prism Advisors, Inc. |
2025 Q3
|
75
|
$370M
|
| 14 Oct 2025, 14:18:10 |
Cliftonlarsonallen Wealth Advisors, Llc |
2025 Q3
|
201
|
$6.34B
|
| 14 Oct 2025, 14:18:03 |
Cultivar Capital, Inc. |
2025 Q3
|
41
|
$150M
|
| 14 Oct 2025, 14:16:32 |
Holland Advisory Services, Inc. |
2025 Q3
|
45
|
$72.8M
|
| 14 Oct 2025, 14:14:36 |
Alpha Wealth Funds, LLC |
2025 Q3
|
48
|
$122M
|
| 14 Oct 2025, 14:11:08 |
Farther Finance Advisors, LLC |
2025 Q3
|
4938
|
$6.62B
|
| 14 Oct 2025, 13:59:46 |
TL Private Wealth |
2025 Q3
|
43
|
$249M
|
| 14 Oct 2025, 13:49:17 |
Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q3
|
117
|
$531M
|
| 14 Oct 2025, 13:48:40 |
21 West Wealth Management LLC |
2025 Q3
|
58
|
$105M
|
| 14 Oct 2025, 13:44:00 |
Parcion Private Wealth LLC |
2025 Q3
|
355
|
$1.6B
|
| 14 Oct 2025, 13:42:40 |
Cranbrook Wealth Management, LLC |
2025 Q3
|
393
|
$498M
|
| 14 Oct 2025, 13:42:30 |
CJM Wealth Advisers, Ltd. |
2025 Q3
|
74
|
$325M
|
| 14 Oct 2025, 13:37:57 |
Baxter Bros Inc |
2025 Q3
|
163
|
$865M
|
| 14 Oct 2025, 13:21:06 |
Patton Fund Management, Inc. |
2025 Q3
|
457
|
$556M
|
| 14 Oct 2025, 13:19:47 |
Market Street Wealth Management Advisors Llc |
2025 Q3
|
101
|
$630M
|
| 14 Oct 2025, 13:15:29 |
XR Securities LLC |
2025 Q3
|
0
|
$0
|
| 14 Oct 2025, 13:13:39 |
Delta Capital Management Llc |
2025 Q3
|
101
|
$192M
|
| 14 Oct 2025, 12:53:57 |
Foundation Resource Management Inc |
2025 Q3
|
51
|
$696M
|
| 14 Oct 2025, 12:48:57 |
Confluence Investment Management Llc |
2025 Q3
|
294
|
$7.01B
|
| 14 Oct 2025, 12:35:08 |
Oriental Harbor Investment Fund |
2025 Q3
|
17
|
$1.29B
|
| 14 Oct 2025, 12:30:36 |
Juncture Wealth Strategies, Llc |
2025 Q3
|
130
|
$298M
|
| 14 Oct 2025, 12:22:39 |
Euro Pacific Asset Management, LLC |
2025 Q3
|
89
|
$829M
|
| 14 Oct 2025, 12:21:47 |
O'Keefe Stevens Advisory, Inc. |
2025 Q3
|
67
|
$369M
|
| 14 Oct 2025, 12:20:24 |
M & L Capital Management Ltd |
2025 Q3
|
24
|
$501M
|
| 14 Oct 2025, 12:17:40 |
Quantum Financial Planning Services, Inc. |
2025 Q3
|
49
|
$247M
|
| 14 Oct 2025, 12:17:03 |
Roffman Miller Associates Inc /Pa/ |
2025 Q3
|
80
|
$1.79B
|
| 14 Oct 2025, 12:14:29 |
Paladin Wealth, LLC |
2025 Q3
|
111
|
$138M
|
| 14 Oct 2025, 12:12:15 |
Meritas Wealth Management, LLC |
2025 Q3
|
59
|
$202M
|
| 14 Oct 2025, 12:11:25 |
AIFG Consultants Ltd. |
2025 Q3
|
48
|
$56.7M
|
| 14 Oct 2025, 12:07:15 |
Precedent Wealth Partners, Llc |
2025 Q3
|
168
|
$454M
|
| 14 Oct 2025, 12:06:39 |
Elevation Wealth Partners, Llc |
2025 Q3 - Restatement
|
866
|
$278M
|
| 14 Oct 2025, 12:01:59 |
Security Financial Services, INC. |
2025 Q3
|
202
|
$619M
|
| 14 Oct 2025, 12:00:53 |
West Financial Advisors, LLC |
2025 Q3
|
192
|
$605M
|
| 14 Oct 2025, 11:58:26 |
Dougherty Wealth Advisers LLC |
2025 Q3
|
112
|
$155M
|
| 14 Oct 2025, 11:51:16 |
Bernard Wealth Management Corp. |
2025 Q3
|
342
|
$239M
|
| 14 Oct 2025, 11:47:54 |
Coho Partners, Ltd. |
2025 Q3
|
32
|
$779M
|
| 14 Oct 2025, 11:30:36 |
Kentucky Trust Co |
2025 Q3
|
294
|
$185M
|
| 14 Oct 2025, 11:29:27 |
Matrix Asset Advisors Inc/Ny |
2025 Q3
|
107
|
$1.08B
|
| 14 Oct 2025, 11:29:11 |
Berkshire Money Management, Inc. |
2025 Q3
|
48
|
$972M
|
| 14 Oct 2025, 11:27:51 |
Abner Herrman & Brock Llc |
2025 Q3
|
114
|
$971M
|
| 14 Oct 2025, 11:19:07 |
AA Financial Advisors, LLC |
2025 Q3
|
190
|
$509M
|
| 14 Oct 2025, 11:18:40 |
Kck Ltd. |
2025 Q3
|
2
|
$15.1M
|
| 14 Oct 2025, 11:18:37 |
Berger Financial Group, Inc |
2025 Q3
|
439
|
$1.67B
|
| 14 Oct 2025, 11:18:06 |
BigSur Wealth Management LLC |
2025 Q3
|
158
|
$408M
|
| 14 Oct 2025, 11:17:12 |
McGrath & Associates, Inc. |
2025 Q3
|
42
|
$67.3M
|
| 14 Oct 2025, 11:16:20 |
HBK Sorce Advisory LLC |
2025 Q3
|
732
|
$4.61B
|
| 14 Oct 2025, 11:14:36 |
Platt Investment Counsel, LLC |
2025 Q3
|
12
|
$127M
|
| 14 Oct 2025, 11:09:42 |
S.A. Mason LLC |
2025 Q3
|
256
|
$227M
|
| 14 Oct 2025, 11:05:03 |
M. Kraus & Co |
2025 Q3
|
83
|
$358M
|
| 14 Oct 2025, 10:58:26 |
Ofi Invest Asset Management |
2025 Q3
|
299
|
$4.75B
|
| 14 Oct 2025, 10:57:09 |
LongView Wealth Management |
2025 Q3
|
225
|
$369M
|