| PayPay Securities Corp |
2024 Q4
|
1/30/2025 |
275
|
$2.3 M
|
| York GP, Ltd. |
2024 Q4
|
1/29/2025 |
2
|
$110 M
|
| Guardian Asset Advisors, LLC |
2024 Q4
|
1/29/2025 |
98
|
$160 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/29/2025 |
125
|
$310 M
|
| Life Planning Partners, Inc |
2024 Q4
|
1/29/2025 |
166
|
$1.5 B
|
| Aries Wealth Management |
2024 Q4
|
1/29/2025 |
223
|
$360 M
|
| Beach Point Capital Management LP |
2024 Q4
|
1/29/2025 |
31
|
$940 M
|
| Sunburst Financial Group, LLC |
2024 Q4
|
1/29/2025 |
109
|
$400 M
|
| Windward Private Wealth Management Inc. |
2024 Q4
|
1/29/2025 |
46
|
$260 M
|
| Investment Partners Asset Management, Inc. |
2024 Q4
|
1/29/2025 |
150
|
$130 M
|
| Pathway Financial Advisers, LLC |
2024 Q4
|
1/29/2025 |
435
|
$300 M
|
| Financial Guidance Group, Inc. |
2024 Q4
|
1/29/2025 |
72
|
$180 M
|
| MYCIO WEALTH PARTNERS, LLC |
2024 Q4
|
1/29/2025 |
49
|
$420 M
|
| Intelligence Driven Advisers, LLC |
2024 Q4
|
1/29/2025 |
106
|
$530 M
|
| Vontobel Holding Ltd. |
2024 Q4
|
1/29/2025 |
2,661
|
$29 B
|
| DORVAL Corp |
2024 Q4
|
1/29/2025 |
34
|
$250 M
|
| Newport Capital Group, LLC |
2024 Q4
|
1/29/2025 |
56
|
$140 M
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2024 Q4
|
1/29/2025 |
53
|
$100 M
|
| Values Added Financial LLC |
2024 Q4
|
1/29/2025 |
115
|
$170 M
|
| Walkner Condon Financial Advisors LLC |
2024 Q4
|
1/29/2025 |
282
|
$490 M
|
| Family Capital Management, Inc. |
2024 Q4
|
1/29/2025 |
70
|
$170 M
|
| Northern Financial Advisors Inc |
2024 Q4
|
1/29/2025 |
107
|
$130 M
|
| Aljian Capital Management, LLC |
2024 Q4
|
1/29/2025 |
116
|
$460 M
|
| Root Financial Partners, LLC |
2024 Q4
|
1/29/2025 |
214
|
$810 M
|
| SFE Investment Counsel |
2024 Q4
|
1/29/2025 |
114
|
$470 M
|
| Genus Capital Management Inc. |
2024 Q4
|
1/29/2025 |
188
|
$740 M
|
| Azarias Capital Management, L.P. |
2024 Q4
|
1/29/2025 |
22
|
$220 M
|
| IMS Capital Management |
2024 Q4
|
1/29/2025 |
135
|
$220 M
|
| MCRAE CAPITAL MANAGEMENT INC |
2024 Q4
|
1/29/2025 |
91
|
$510 M
|
| Bey-Douglas LLC |
2024 Q4
|
1/29/2025 |
40
|
$120 M
|
| ShoreHaven Wealth Partners, LLC |
2024 Q4
|
1/29/2025 |
88
|
$210 M
|
| MANCHESTER FINANCIAL INC |
2024 Q4
|
1/29/2025 |
113
|
$460 M
|
| Attessa Capital LLC |
2024 Q4
|
1/29/2025 |
40
|
$150 M
|
| MidAtlantic Capital Management, Inc. |
2024 Q4
|
1/29/2025 |
256
|
$140 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2024 Q4
|
1/29/2025 |
273
|
$530 M
|
| DHJJ Financial Advisors, Ltd. |
2024 Q4
|
1/29/2025 |
899
|
$260 M
|
| G&S Capital LLC |
2024 Q4
|
1/29/2025 |
119
|
$240 M
|
| Bogart Wealth, LLC |
2024 Q4
|
1/29/2025 |
1,344
|
$2.1 B
|
| Peapod Lane Capital LLC |
2024 Q4
|
1/29/2025 |
57
|
$100 M
|
| Avestar Capital, LLC |
2024 Q4
|
1/29/2025 |
519
|
$1.2 B
|
| KICKSTAND VENTURES, LLC. |
2024 Q4
|
1/29/2025 |
94
|
$390 M
|
| Amtrust Financial Services, Inc. |
2024 Q4
|
1/29/2025 |
15
|
$220 M
|
| Hudock, Inc. |
2024 Q4
|
1/29/2025 |
175
|
$570 M
|
| AFT, FORSYTH & COMPANY, INC. |
2024 Q4
|
1/29/2025 |
126
|
$200 M
|
| MGB Wealth Management, LLC |
2024 Q4
|
1/29/2025 |
286
|
$320 M
|
| Castellan Group |
2024 Q4
|
1/29/2025 |
61
|
$230 M
|
| Beckerman Institutional, LLC |
2024 Q4
|
1/29/2025 |
98
|
$120 M
|
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2024 Q4
|
1/29/2025 |
20
|
$93 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/29/2025 |
92
|
$170 M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2024 Q4
|
1/29/2025 |
184
|
$230 M
|
| MTM Investment Management, LLC |
2024 Q4
|
1/29/2025 |
266
|
$260 M
|
| HOWARD BAILEY SECURITIES, LLC |
2024 Q4
|
1/29/2025 |
165
|
$270 M
|
| Tranquility Partners, LLC |
2024 Q4
|
1/29/2025 |
204
|
$270 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
2024 Q4
|
1/29/2025 |
171
|
$910 M
|
| PrairieView Partners, LLC |
2024 Q4
|
1/29/2025 |
392
|
$960 M
|
| Phraction Management LLC |
2024 Q4
|
1/29/2025 |
71
|
$290 M
|
| Two Point Capital Management, Inc. |
2024 Q4
|
1/29/2025 |
26
|
$280 M
|
| Hemington Wealth Management |
2024 Q4
|
1/29/2025 |
1,793
|
$400 M
|
| TFC Financial Management, Inc. |
2024 Q4
|
1/29/2025 |
978
|
$630 M
|
| HMS Capital Management, LLC |
2024 Q4
|
1/29/2025 |
107
|
$210 M
|
| Stanley-Laman Group, Ltd. |
2024 Q4
|
1/29/2025 |
282
|
$710 M
|
| INGALLS & SNYDER LLC |
2024 Q4
|
1/29/2025 |
448
|
$2.5 B
|
| R. W. Roge & Company, Inc. |
2024 Q4
|
1/29/2025 |
49
|
$190 M
|
| Park Capital Management, LLC / WI |
2024 Q4
|
1/29/2025 |
56
|
$84 M
|
| CASTLE WEALTH MANAGEMENT LLC |
2024 Q4
|
1/29/2025 |
118
|
$250 M
|
| ROB Exploration LLC |
2024 Q4
|
1/29/2025 |
1
|
$23 M
|
| Consolidated Planning Corp |
2024 Q4
|
1/29/2025 |
197
|
$730 M
|
| Raab & Moskowitz Asset Management LLC |
2024 Q4
|
1/29/2025 |
172
|
$410 M
|
| McClarren Financial Advisors, Inc. |
2024 Q4
|
1/29/2025 |
193
|
$36 M
|
| GRACE & WHITE INC /NY |
2024 Q4
|
1/29/2025 |
137
|
$530 M
|
| Warren Street Wealth Advisors, LLC |
2024 Q4
|
1/29/2025 |
103
|
$240 M
|
| Fiera Capital Corp |
2024 Q4
|
1/29/2025 |
684
|
$32 B
|
| MFG WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/29/2025 |
52
|
$110 M
|
| AXIS CAPITAL HOLDINGS LTD |
2024 Q4
|
1/29/2025 |
3
|
$230 M
|
| Three Bridge Wealth Advisors, LLC |
2024 Q4
|
1/29/2025 |
93
|
$290 M
|
| Hidden Cove Wealth Management, LLC |
2024 Q4
|
1/29/2025 |
61
|
$120 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2024 Q4
|
1/29/2025 |
403
|
$1.1 B
|
| Clarity Capital Partners LLC |
2024 Q4
|
1/29/2025 |
133
|
$190 M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2024 Q4
|
1/29/2025 |
328
|
$1.2 B
|
| Wildcat Capital Management, LLC |
2024 Q4
|
1/29/2025 |
8
|
$250 M
|
| VAN ECK ASSOCIATES CORP |
2024 Q4
|
1/29/2025 |
1,856
|
$78 B
|
| MontVue Capital Management, Inc. |
2024 Q4
|
1/29/2025 |
59
|
$130 M
|
| Values First Advisors, Inc. |
2024 Q4
|
1/29/2025 |
321
|
$180 M
|
| MARLIN SAMS CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/29/2025 |
1
|
$0
|
| BCR Wealth Strategies, LLC |
2024 Q4
|
1/29/2025 |
26
|
$210 M
|
| LOUISBOURG INVESTMENTS INC. |
2024 Q4
|
1/29/2025 |
169
|
$380 M
|
| Channing Global Advisors, LLC |
2024 Q4
|
1/29/2025 |
50
|
$150 M
|
| Evolution Advisers, Inc. |
2024 Q4
|
1/29/2025 |
184
|
$180 M
|
| Legato Capital Management LLC |
2024 Q4
|
1/29/2025 |
566
|
$770 M
|
| Diversified Portfolios, Inc. |
2024 Q4
|
1/29/2025 |
146
|
$920 M
|
| Keener Financial Planning LLC |
2024 Q4
|
1/29/2025 |
184
|
$170 M
|
| HARVEY CAPITAL MANAGEMENT INC |
2024 Q4
|
1/29/2025 |
80
|
$420 M
|
| RETIREMENT GUYS FORMULA LLC |
2024 Q4
|
1/29/2025 |
135
|
$200 M
|
| Avion Wealth |
2024 Q4
|
1/29/2025 |
969
|
$390 M
|
| LOUISBOURG INVESTMENTS INC. |
2024 Q3
|
1/29/2025 |
174
|
$400 M
|
| Curative Ventures V LLC |
2024 Q4
|
1/29/2025 |
1
|
$36 M
|
| Allspring Global Investments Holdings, LLC |
2024 Q4
|
1/29/2025 |
3,318
|
$62 B
|
| Marks Group Wealth Management, Inc |
2024 Q4
|
1/29/2025 |
445
|
$1.0 B
|
| Lester Murray Antman dba SimplyRich |
2024 Q4
|
1/29/2025 |
216
|
$350 M
|
| Davidson Capital Management Inc. |
2024 Q4
|
1/29/2025 |
84
|
$380 M
|