| ABLE Financial Group, LLC |
2024 Q2
|
7/26/2024 |
172
|
$280 M
|
| Sprinkle Financial Consultants LLC |
2024 Q2
|
7/26/2024 |
67
|
$130 M
|
| TI-TRUST, INC |
2024 Q2
|
7/26/2024 |
122
|
$130 M
|
| Richardson Capital Management LLC |
2024 Q2
|
7/26/2024 |
185
|
$130 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2024 Q2
|
7/26/2024 |
104
|
$1.7 B
|
| WealthShield Partners, LLC |
2024 Q2
|
7/26/2024 |
466
|
$660 M
|
| Checchi Capital Advisers, LLC |
2024 Q2
|
7/26/2024 |
564
|
$2.0 B
|
| Financial Connections Group, Inc. |
2024 Q2
|
7/26/2024 |
345
|
$190 M
|
| MWA Asset Management |
2024 Q2
|
7/26/2024 |
121
|
$140 M
|
| Hapanowicz & Associates Financial Services, Inc |
2024 Q2
|
7/26/2024 |
30
|
$180 M
|
| Worth Financial Advisory Group, LLC |
2024 Q2
|
7/26/2024 |
148
|
$150 M
|
| HALL CAPITAL MANAGEMENT CO INC |
2024 Q2
|
7/26/2024 |
98
|
$210 M
|
| CROSSPOINT FINANCIAL, LLC |
2024 Q2
|
7/26/2024 |
18
|
$24 M
|
| Breakwater Capital Group |
2024 Q2
|
7/26/2024 |
276
|
$440 M
|
| Jessup Wealth Management, Inc |
2024 Q2
|
7/26/2024 |
57
|
$230 M
|
| Members Advisory Group LLC |
2024 Q2
|
7/26/2024 |
31
|
$180 M
|
| Walkner Condon Financial Advisors LLC |
2024 Q2
|
7/26/2024 |
255
|
$460 M
|
| BLB&B Advisors, LLC |
2024 Q2
|
7/26/2024 |
276
|
$1.8 B
|
| CONNING INC. |
2024 Q2
|
7/26/2024 |
350
|
$2.8 B
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2024 Q2
|
7/26/2024 |
197
|
$290 M
|
| K.J. Harrison & Partners Inc |
2024 Q2
|
7/26/2024 |
186
|
$610 M
|
| Meixler Investment Management, Ltd. |
2024 Q2
|
7/26/2024 |
111
|
$130 M
|
| Tenon Financial LLC |
2024 Q2
|
7/26/2024 |
41
|
$130 M
|
| McClarren Financial Advisors, Inc. |
2024 Q2
|
7/26/2024 |
363
|
$140 k
|
| McClarren Financial Advisors, Inc. |
2024 Q1 - RESTATEMENT
|
7/26/2024 |
351
|
$140 M
|
| Leith Wheeler Investment Counsel Ltd. |
2024 Q2
|
7/26/2024 |
65
|
$1.2 B
|
| Pullen Investment Management, LLC |
2024 Q2
|
7/26/2024 |
99
|
$120 M
|
| BCR Wealth Strategies, LLC |
2024 Q2
|
7/26/2024 |
30
|
$150 M
|
| WEST BANCORPORATION INC |
2024 Q2
|
7/26/2024 |
93
|
$140 M
|
| Simmons Bank |
2024 Q2
|
7/26/2024 |
770
|
$1.3 B
|
| BALLAST ADVISORS LLC |
2024 Q2
|
7/26/2024 |
163
|
$320 M
|
| Keener Financial Planning LLC |
2024 Q2
|
7/26/2024 |
185
|
$150 M
|
| Echo45 Advisors LLC |
2024 Q2
|
7/26/2024 |
46
|
$140 M
|
| 1900 WEALTH MANAGEMENT LLC |
2024 Q2
|
7/26/2024 |
221
|
$1.1 B
|
| Cisco Systems, Inc. |
2024 Q2
|
7/26/2024 |
4
|
$470 M
|
| DURANTE & WATERS, LLC |
2024 Q2
|
7/26/2024 |
30
|
$110 M
|
| Lester Murray Antman dba SimplyRich |
2024 Q2
|
7/26/2024 |
178
|
$320 M
|
| Galibier Capital Management Ltd. |
2024 Q2
|
7/26/2024 |
42
|
$400 M
|
| Avion Wealth |
2024 Q2
|
7/26/2024 |
1,231
|
$360 M
|
| Conestoga Capital Advisors, LLC |
2024 Q2
|
7/26/2024 |
130
|
$6.7 B
|
| Cypress Point Wealth Management, LLC |
2024 Q2
|
7/26/2024 |
72
|
$210 M
|
| BERNZOTT CAPITAL ADVISORS |
2024 Q2
|
7/26/2024 |
37
|
$220 M
|
| EMFO, LLC |
2024 Q2
|
7/26/2024 |
285
|
$110 M
|
| Beacon Financial Advisory LLC |
2024 Q2
|
7/26/2024 |
291
|
$270 M
|
| Arcadia Wealth Management, LLC |
2024 Q2
|
7/26/2024 |
62
|
$180 M
|
| Crown Wealth Group, LLC |
2024 Q2
|
7/26/2024 |
105
|
$200 M
|
| Aletheian Wealth Advisors LLC |
2024 Q2
|
7/26/2024 |
86
|
$190 M
|
| Briaud Financial Planning, Inc |
2024 Q2
|
7/26/2024 |
144
|
$170 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2024 Q2
|
7/26/2024 |
52
|
$440 M
|
| Detalus Advisors, LLC |
2024 Q2
|
7/26/2024 |
150
|
$290 M
|
| West Branch Capital LLC |
2024 Q2
|
7/26/2024 |
429
|
$270 M
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
2024 Q2
|
7/26/2024 |
131
|
$300 M
|
| Evolution Advisers, Inc. |
2024 Q2
|
7/26/2024 |
190
|
$170 M
|
| RIVERSEDGE ADVISORS, LLC |
2024 Q2
|
7/26/2024 |
92
|
$410 M
|
| Kintegral Advisory, LLC |
2024 Q2
|
7/26/2024 |
238
|
$1.0 B
|
| Presidio Capital Management, LLC |
2024 Q2
|
7/26/2024 |
59
|
$140 M
|
| Rockwood Wealth Management, LLC |
2024 Q2
|
7/26/2024 |
87
|
$820 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2024 Q2
|
7/26/2024 |
99
|
$270 M
|
| Trajan Wealth LLC |
2024 Q2
|
7/26/2024 |
168
|
$1.6 B
|
| CMC Financial Group |
2024 Q2
|
7/26/2024 |
16
|
$60 M
|
| Sterneck Capital Management, LLC |
2024 Q2
|
7/26/2024 |
95
|
$180 M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2024 Q2
|
7/26/2024 |
58
|
$130 M
|
| Evergreen Wealth Management, LLC |
2024 Q2
|
7/26/2024 |
56
|
$150 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2024 Q2
|
7/26/2024 |
77
|
$110 M
|
| LS Investment Advisors, LLC |
2024 Q2
|
7/26/2024 |
136
|
$640 M
|
| NavPoint Financial, Inc. |
2024 Q2
|
7/26/2024 |
44
|
$120 M
|
| Park Edge Advisors, LLC |
2024 Q2
|
7/26/2024 |
134
|
$330 M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2024 Q2
|
7/26/2024 |
57
|
$210 M
|
| Bensler, LLC |
2024 Q2
|
7/26/2024 |
163
|
$740 M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2024 Q2
|
7/26/2024 |
139
|
$210 M
|
| Smallwood Wealth Investment Management, LLC |
2024 Q2
|
7/26/2024 |
67
|
$130 M
|
| Eagle Bay Advisors LLC |
2024 Q2
|
7/26/2024 |
990
|
$170 M
|
| Sterling Manor Financial, LLC |
2024 Q2
|
7/26/2024 |
24
|
$130 M
|
| Patriot Financial Group Insurance Agency, LLC |
2024 Q2
|
7/26/2024 |
481
|
$680 M
|
| FORT PITT CAPITAL GROUP, LLC |
2024 Q2
|
7/26/2024 |
122
|
$3.3 B
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2024 Q2
|
7/26/2024 |
74
|
$590 M
|
| Brown University |
2024 Q2
|
7/26/2024 |
10
|
$260 M
|
| Cascade Wealth Advisors, Inc |
2024 Q2
|
7/26/2024 |
51
|
$140 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2024 Q2
|
7/26/2024 |
182
|
$2.1 B
|
| Legend Financial Advisors, Inc. |
2024 Q2
|
7/26/2024 |
292
|
$140 M
|
| HARBOUR INVESTMENTS, INC. |
2024 Q2
|
7/26/2024 |
3,291
|
$3.0 B
|
| Strategic Blueprint, LLC |
2024 Q2
|
7/26/2024 |
625
|
$1.5 B
|
| LDR Capital Management LLC |
2024 Q2
|
7/26/2024 |
40
|
$110 M
|
| Rosenberg Matthew Hamilton |
2024 Q2
|
7/26/2024 |
808
|
$340 M
|
| TSA Wealth Managment LLC |
2024 Q2
|
7/26/2024 |
66
|
$230 M
|
| AlphaQ Advisors LLC |
2024 Q2
|
7/26/2024 |
34
|
$34 M
|
| Valley Brook Capital Group, Inc. |
2024 Q2
|
7/26/2024 |
112
|
$130 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2024 Q2
|
7/26/2024 |
192
|
$3.0 B
|
| WRIGHT INVESTORS SERVICE INC |
2024 Q2
|
7/26/2024 |
220
|
$380 M
|
| Sheridan Capital Management, LLC |
2024 Q2
|
7/26/2024 |
25
|
$130 M
|
| Leisure Capital Management |
2024 Q2
|
7/26/2024 |
137
|
$210 M
|
| HB Wealth Management, LLC |
2024 Q2
|
7/26/2024 |
935
|
$8.6 B
|
| Encompass More Asset Management |
2024 Q2
|
7/26/2024 |
110
|
$140 M
|
| Tower View Wealth Management LLC |
2024 Q2
|
7/26/2024 |
183
|
$170 M
|
| 1834 INVESTMENT ADVISORS CO |
2024 Q2
|
7/26/2024 |
214
|
$830 M
|
| Significant Wealth Partners LLC |
2024 Q2
|
7/26/2024 |
74
|
$180 M
|
| Guidance Point Advisors, LLC |
2024 Q2
|
7/26/2024 |
82
|
$320 M
|
| Polaris Capital Management, LLC |
2024 Q2
|
7/26/2024 |
95
|
$1.9 B
|
| Horrell Capital Management, Inc. |
2024 Q2
|
7/26/2024 |
223
|
$340 M
|
| J.P. Marvel Investment Advisors, LLC |
2024 Q2
|
7/26/2024 |
73
|
$610 M
|