| Curated Wealth Partners LLC |
2024 Q1
|
4/12/2024 |
1,403
|
$680 M
|
| Riverview Trust Co |
2024 Q1
|
4/12/2024 |
646
|
$130 M
|
| Flower City Capital |
2024 Q1
|
4/12/2024 |
32
|
$150 M
|
| Annex Advisory Services, LLC |
2024 Q1
|
4/12/2024 |
285
|
$2.8 B
|
| GATEWAY INVESTMENT ADVISERS LLC |
2024 Q1
|
4/12/2024 |
503
|
$8.8 B
|
| BONNESS ENTERPRISES INC |
2024 Q1
|
4/12/2024 |
58
|
$280 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2024 Q1
|
4/12/2024 |
201
|
$190 M
|
| JACOBS & CO/CA |
2024 Q1
|
4/12/2024 |
124
|
$940 M
|
| Columbus Macro, LLC |
2024 Q1
|
4/12/2024 |
178
|
$260 M
|
| Sarasin & Partners LLP |
2024 Q1
|
4/12/2024 |
80
|
$10 B
|
| DLK Investment Management, LLC |
2024 Q1
|
4/12/2024 |
109
|
$240 M
|
| New England Professional Planning Group Inc. |
2024 Q1
|
4/12/2024 |
54
|
$190 M
|
| Priebe Wealth Holdings LLC |
2024 Q1
|
4/12/2024 |
62
|
$130 M
|
| Exchange Bank |
2024 Q1
|
4/12/2024 |
192
|
$120 M
|
| ARGA Investment Management, LP |
2024 Q1
|
4/12/2024 |
138
|
$3.0 B
|
| Hoxton Planning & Management, LLC |
2024 Q1
|
4/12/2024 |
164
|
$210 M
|
| IMC-Chicago, LLC |
2024 Q1
|
4/12/2024 |
2,498
|
$160 B
|
| Lane & Associates LLC |
2023 Q3
|
4/12/2024 |
105
|
$120 M
|
| Lane & Associates LLC |
2023 Q2
|
4/12/2024 |
101
|
$130 M
|
| Gleason Group, Inc. |
2024 Q1
|
4/12/2024 |
206
|
$480 M
|
| Parkside Investments, LLC |
2024 Q1
|
4/12/2024 |
90
|
$630 M
|
| BAKER BOYER NATIONAL BANK |
2024 Q1
|
4/12/2024 |
80
|
$290 M
|
| Systelligence, LLC |
2024 Q1
|
4/12/2024 |
42
|
$380 M
|
| Game Plan Financial Advisors, LLC |
2024 Q1
|
4/12/2024 |
445
|
$200 M
|
| NORTHWEST INVESTMENT COUNSELORS, LLC |
2024 Q1
|
4/12/2024 |
532
|
$410 M
|
| Weiss Multi-Strategy Advisers LLC |
2024 Q1
|
4/12/2024 |
1
|
$0
|
| STEPH & CO |
2024 Q1
|
4/12/2024 |
279
|
$290 M
|
| Lane & Associates LLC |
2023 Q1
|
4/12/2024 |
96
|
$110 M
|
| Lane & Associates LLC |
2022 Q4
|
4/12/2024 |
92
|
$110 M
|
| Global Trust Asset Management, LLC |
2024 Q1
|
4/12/2024 |
487
|
$240 M
|
| CHICAGO TRUST Co NA |
2024 Q1
|
4/12/2024 |
517
|
$480 M
|
| Game Plan Financial Advisors, LLC |
2023 Q4
|
4/12/2024 |
5,832
|
$170 M
|
| Lane & Associates LLC |
2024 Q1
|
4/12/2024 |
113
|
$160 M
|
| First PREMIER Bank |
2024 Q1
|
4/12/2024 |
750
|
$380 M
|
| FIRST FINANCIAL CORP /IN/ |
2024 Q1
|
4/12/2024 |
674
|
$200 M
|
| Shorepath Capital Management LLC |
2024 Q1
|
4/12/2024 |
22
|
$130 M
|
| AdvisorNet Financial, Inc |
2024 Q1
|
4/12/2024 |
2,046
|
$1.0 B
|
| DELTA CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/12/2024 |
75
|
$150 M
|
| waypoint wealth counsel |
2024 Q1
|
4/12/2024 |
148
|
$130 M
|
| DNB Asset Management AS |
2024 Q1
|
4/12/2024 |
705
|
$19 B
|
| A. D. Beadell Investment Counsel, Inc. |
2024 Q1
|
4/12/2024 |
74
|
$110 M
|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV |
2024 Q1
|
4/12/2024 |
178
|
$830 M
|
| BALDWIN BROTHERS LLC/MA |
2024 Q1
|
4/12/2024 |
767
|
$1.3 B
|
| CHANNEL WEALTH LLC |
2024 Q1
|
4/12/2024 |
178
|
$250 M
|
| Trinity Street Asset Management LLP |
2024 Q1
|
4/12/2024 |
18
|
$1.3 B
|
| B & T Capital Management DBA Alpha Capital Management |
2024 Q1
|
4/12/2024 |
116
|
$510 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2024 Q1
|
4/12/2024 |
97
|
$120 M
|
| Ausdal Financial Partners, Inc. |
2024 Q1
|
4/12/2024 |
469
|
$860 M
|
| Capricorn Fund Managers Ltd |
2024 Q1
|
4/12/2024 |
56
|
$170 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2024 Q1
|
4/12/2024 |
769
|
$1.0 B
|
| Guinness Atkinson Asset Management Inc |
2024 Q1
|
4/12/2024 |
104
|
$210 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2024 Q1
|
4/12/2024 |
167
|
$980 M
|
| LBMC INVESTMENT ADVISORS, LLC |
2024 Q1
|
4/12/2024 |
186
|
$1.2 B
|
| FCF Advisors LLC |
2024 Q1
|
4/12/2024 |
146
|
$400 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/12/2024 |
62
|
$210 M
|
| True North Advisors, LLC |
2024 Q1
|
4/12/2024 |
196
|
$360 M
|
| Westend Capital Management, LLC |
2024 Q1
|
4/12/2024 |
336
|
$260 M
|
| Murphy Pohlad Asset Management LLC |
2024 Q1
|
4/12/2024 |
118
|
$260 M
|
| Bridge City Capital, LLC |
2024 Q1
|
4/12/2024 |
110
|
$270 M
|
| CALEDONIA INVESTMENTS PLC |
2024 Q1
|
4/12/2024 |
13
|
$770 M
|
| Metropolis Capital Ltd |
2024 Q1
|
4/12/2024 |
16
|
$2.8 B
|
| STRATEGIC PLANNING GROUP, LLC |
2023 Q4
|
4/11/2024 |
113
|
$300 M
|
| FACTORIAL MANAGEMENT Ltd |
2024 Q1
|
4/12/2024 |
1
|
$0
|
| APEIRON CAPITAL Ltd |
2024 Q1
|
4/11/2024 |
13
|
$250 M
|
| Neumann Advisory Hong Kong Ltd |
2024 Q1
|
4/11/2024 |
15
|
$200 M
|
| High Net Worth Advisory Group LLC |
2024 Q1
|
4/11/2024 |
215
|
$320 M
|
| ANDERSON HOAGLAND & CO |
2024 Q1
|
4/11/2024 |
133
|
$890 M
|
| Purus Wealth Management, LLC |
2024 Q1
|
4/11/2024 |
113
|
$200 M
|
| Abacus Planning Group, Inc. |
2024 Q1
|
4/11/2024 |
209
|
$510 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2024 Q1
|
4/11/2024 |
107
|
$120 M
|
| RDA Financial Network |
2024 Q1
|
4/11/2024 |
224
|
$290 M
|
| Opal Wealth Advisors, LLC |
2024 Q1
|
4/11/2024 |
350
|
$290 M
|
| GenWealth Group, Inc. |
2024 Q1
|
4/11/2024 |
65
|
$400 M
|
| Ballentine Partners, LLC |
2024 Q1
|
4/11/2024 |
1,548
|
$5.3 B
|
| Royal Fund Management, LLC |
2024 Q1
|
4/11/2024 |
331
|
$1.0 B
|
| Walker Financial Services, Inc. |
2024 Q1
|
4/11/2024 |
27
|
$120 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2024 Q1
|
4/11/2024 |
93
|
$570 M
|
| Security Financial Services, INC. |
2024 Q1
|
4/11/2024 |
185
|
$440 M
|
| Benson Investment Management Company, Inc. |
2024 Q1
|
4/11/2024 |
48
|
$240 M
|
| San Luis Wealth Advisors LLC |
2024 Q1
|
4/11/2024 |
46
|
$190 M
|
| Compton Wealth Advisory Group, LLC |
2024 Q1
|
4/11/2024 |
102
|
$370 M
|
| ROB Exploration LLC |
2024 Q1
|
4/11/2024 |
1
|
$47 M
|
| Asset Allocation & Management Company, LLC |
2024 Q1
|
4/11/2024 |
49
|
$150 M
|
| Birch Capital Management, LLC |
2024 Q1
|
4/11/2024 |
89
|
$190 M
|
| CITY HOLDING CO |
2024 Q1
|
4/11/2024 |
517
|
$670 M
|
| Rheos Capital Works Inc. |
2024 Q1
|
4/11/2024 |
97
|
$2.1 B
|
| Single Point Partners, LLC |
2024 Q1
|
4/11/2024 |
79
|
$430 M
|
| FORT PITT CAPITAL GROUP, LLC |
2024 Q1
|
4/11/2024 |
121
|
$3.2 B
|
| City State Bank |
2024 Q1
|
4/11/2024 |
711
|
$230 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2024 Q1
|
4/11/2024 |
136
|
$170 M
|
| DHJJ Financial Advisors, Ltd. |
2024 Q1
|
4/11/2024 |
815
|
$230 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/11/2024 |
90
|
$170 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2024 Q1
|
4/11/2024 |
782
|
$960 M
|
| Douglas Lane & Associates, LLC |
2024 Q1
|
4/11/2024 |
243
|
$7.1 B
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID |
2024 Q1
|
4/11/2024 |
139
|
$1.8 B
|
| Paragon Capital Management Ltd |
2024 Q1
|
4/11/2024 |
194
|
$560 M
|
| Bangor Savings Bank |
2024 Q1
|
4/11/2024 |
703
|
$980 M
|
| O'Keefe Stevens Advisory, Inc. |
2024 Q1
|
4/11/2024 |
66
|
$300 M
|
| Crestmont Private Wealth LLC |
2024 Q1
|
4/11/2024 |
59
|
$200 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2024 Q1
|
4/11/2024 |
345
|
$450 M
|