| FOCUS Wealth Advisors, LLC |
2024 Q1
|
4/11/2024 |
58
|
$190 M
|
| GSG Advisors LLC |
2024 Q1
|
4/11/2024 |
106
|
$270 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2024 Q1
|
4/11/2024 |
79
|
$120 M
|
| SANDERS MORRIS HARRIS LLC |
2024 Q1
|
4/11/2024 |
276
|
$540 M
|
| Tuttle Capital Management, LLC |
2024 Q1
|
4/11/2024 |
61
|
$13 M
|
| MJP ASSOCIATES INC /ADV |
2024 Q1
|
4/11/2024 |
226
|
$460 M
|
| Running Oak Capital LLC |
2024 Q1
|
4/11/2024 |
57
|
$620 M
|
| Hyperion Partners, LLC |
2024 Q1
|
4/11/2024 |
71
|
$140 M
|
| CONGRESS ASSET MANAGEMENT CO /MA |
2024 Q1
|
4/11/2024 |
357
|
$14 B
|
| Pioneer Wealth Management Group |
2024 Q1
|
4/11/2024 |
39
|
$170 M
|
| EXECUTIVE WEALTH GROUP LLC |
2024 Q1
|
4/11/2024 |
57
|
$480 M
|
| Hummer Financial Advisory Services Inc |
2024 Q1
|
4/11/2024 |
108
|
$120 M
|
| Private Harbour Investment Management & Counsel, LLC |
2024 Q1
|
4/11/2024 |
41
|
$93 M
|
| David J Yvars Group |
2024 Q1
|
4/11/2024 |
76
|
$150 M
|
| Capital CS Group, LLC |
2024 Q1
|
4/11/2024 |
101
|
$110 M
|
| Eldred Rock Partners, LLC |
2024 Q1
|
4/11/2024 |
26
|
$180 M
|
| Cornerstone Wealth Advisors, Inc. |
2024 Q1
|
4/11/2024 |
45
|
$320 M
|
| Allied Investment Advisors, LLC |
2024 Q1
|
4/11/2024 |
70
|
$410 M
|
| SOUNDMARK WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/11/2024 |
70
|
$230 M
|
| Dakota Community Bank & Trust NA |
2024 Q1
|
4/11/2024 |
105
|
$18 M
|
| Bull Oak Capital, LLC |
2024 Q1
|
4/11/2024 |
39
|
$150 M
|
| Cadent Capital Advisors, LLC |
2024 Q1
|
4/11/2024 |
146
|
$250 M
|
| Midwest Financial Group LLC |
2024 Q1
|
4/11/2024 |
104
|
$150 M
|
| PFW Advisors LLC |
2024 Q1
|
4/11/2024 |
123
|
$330 M
|
| Boston Standard Wealth Management, LLC |
2024 Q1
|
4/11/2024 |
46
|
$440 M
|
| Financiere des Professionnels - Fonds d,investissement inc. |
2024 Q1
|
4/11/2024 |
148
|
$1.2 B
|
| Grey Fox Wealth Advisors, LLC |
2024 Q1
|
4/11/2024 |
136
|
$270 M
|
| RFG Advisory, LLC |
2024 Q1
|
4/11/2024 |
711
|
$2.9 B
|
| Buttonwood Financial Group, LLC |
2024 Q1
|
4/11/2024 |
29
|
$170 M
|
| Meditor Group Ltd |
2024 Q1
|
4/11/2024 |
4
|
$68 M
|
| WALDEN WEALTH PARTNERS LLC |
2024 Q1
|
4/10/2024 |
92
|
$170 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2024 Q1
|
4/10/2024 |
24
|
$95 M
|
| BTC Capital Management, Inc. |
2024 Q1
|
4/10/2024 |
571
|
$1.1 B
|
| Shilanski & Associates, Inc. |
2024 Q1
|
4/10/2024 |
105
|
$290 M
|
| MCIA Inc |
2024 Q1
|
4/10/2024 |
47
|
$360 M
|
| Lakehouse Capital Pty Ltd |
2024 Q1
|
4/10/2024 |
15
|
$130 M
|
| PRIVATE CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/10/2024 |
191
|
$500 M
|
| Wynn Capital, LLC |
2024 Q1
|
4/10/2024 |
101
|
$130 M
|
| W Capital Management, LLC |
2024 Q1
|
4/10/2024 |
4
|
$100 M
|
| Marcum Wealth, LLC |
2024 Q1
|
4/10/2024 |
397
|
$990 M
|
| Triangle Securities Wealth Management |
2024 Q1
|
4/10/2024 |
193
|
$350 M
|
| Parkside Advisors LLC |
2024 Q1
|
4/10/2024 |
87
|
$390 M
|
| Red Spruce Capital, LLC |
2024 Q1
|
4/10/2024 |
85
|
$220 M
|
| Buckingham Capital Management, Inc. |
2024 Q1
|
4/10/2024 |
130
|
$820 M
|
| LexAurum Advisors, LLC |
2024 Q1
|
4/10/2024 |
302
|
$400 M
|
| MARSHALL & SULLIVAN INC /WA/ |
2024 Q1
|
4/10/2024 |
41
|
$200 M
|
| Gunderson Capital Management Inc. |
2024 Q1
|
4/10/2024 |
41
|
$220 M
|
| FIRST COMMUNITY TRUST NA |
2024 Q1
|
4/10/2024 |
279
|
$110 M
|
| DAYMARK WEALTH PARTNERS, LLC |
2024 Q1
|
4/10/2024 |
431
|
$1.9 B
|
| SPRING CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/10/2024 |
32
|
$130 M
|
| Ferguson Shapiro LLC |
2024 Q1
|
4/10/2024 |
42
|
$220 M
|
| Sterling Financial Group, Inc. |
2024 Q1
|
4/10/2024 |
64
|
$210 M
|
| Johnson & White Wealth Management, LLC |
2024 Q1
|
4/10/2024 |
86
|
$140 M
|
| Holland Advisory Services, Inc. |
2024 Q1
|
4/10/2024 |
43
|
$91 M
|
| CVA Family Office, LLC |
2024 Q1
|
4/10/2024 |
1,056
|
$560 M
|
| Client First Investment Management LLC |
2023 Q4
|
4/10/2024 |
23
|
$100 M
|
| Ridgewood Investments LLC |
2024 Q1
|
4/10/2024 |
209
|
$190 M
|
| Lantz Financial LLC |
2024 Q1
|
4/10/2024 |
206
|
$310 M
|
| Sunflower Bank, N.A. |
2024 Q1
|
4/10/2024 |
187
|
$440 M
|
| Grandview Asset Management LLC |
2024 Q1
|
4/10/2024 |
109
|
$220 M
|
| Grassi Investment Management |
2024 Q1
|
4/10/2024 |
125
|
$1.1 B
|
| Weitzel Financial Services, Inc. |
2024 Q1
|
4/10/2024 |
41
|
$200 M
|
| Bank of New Hampshire |
2024 Q1
|
4/10/2024 |
489
|
$380 M
|
| Selway Asset Management |
2024 Q1 - RESTATEMENT
|
4/10/2024 |
82
|
$250 M
|
| BCS Wealth Management |
2024 Q1
|
4/10/2024 |
235
|
$310 M
|
| Bromfield Sneider Wealth Advisors |
2024 Q1
|
4/10/2024 |
104
|
$160 M
|
| Legacy Financial Strategies, LLC |
2024 Q1
|
4/10/2024 |
90
|
$390 M
|
| AMERICAN NATIONAL BANK |
2024 Q1
|
4/10/2024 |
470
|
$760 M
|
| Compass Financial Group, INC/SD |
2024 Q1
|
4/10/2024 |
94
|
$430 M
|
| Praetorian Wealth Management, Inc. |
2024 Q1
|
4/10/2024 |
36
|
$370 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2024 Q1
|
4/10/2024 |
233
|
$970 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/10/2024 |
98
|
$170 M
|
| Legacy Financial Group LLC |
2024 Q1
|
4/10/2024 |
107
|
$490 M
|
| Quadratic Capital Management LLC |
2024 Q1
|
4/10/2024 |
2
|
$660 M
|
| Apella Capital, LLC |
2024 Q1
|
4/10/2024 |
294
|
$2.0 B
|
| Yarbrough Capital, LLC |
2024 Q1
|
4/10/2024 |
196
|
$2.3 B
|
| WJ Interests, LLC |
2024 Q1
|
4/10/2024 |
12
|
$190 M
|
| Partnership Wealth Management, LLC |
2024 Q1
|
4/10/2024 |
210
|
$140 M
|
| PARK AVENUE SECURITIES LLC |
2024 Q1
|
4/10/2024 |
1,358
|
$7.7 B
|
| Selway Asset Management |
2024 Q1
|
4/10/2024 |
82
|
$250 M
|
| SOA Wealth Advisors, LLC. |
2024 Q1
|
4/10/2024 |
910
|
$480 M
|
| M. Kraus & Co |
2024 Q1
|
4/10/2024 |
82
|
$330 M
|
| McLean Asset Management Corp |
2024 Q1
|
4/10/2024 |
153
|
$290 M
|
| Inscription Capital, LLC |
2024 Q1
|
4/10/2024 |
183
|
$290 M
|
| Trust Co of the South |
2024 Q1
|
4/10/2024 |
123
|
$430 M
|
| VanderPol Investments L.L.C. |
2024 Q1
|
4/10/2024 |
45
|
$35 M
|
| Pathway Financial Advisors LLC |
2024 Q1
|
4/10/2024 |
172
|
$370 M
|
| Laurus Investment Counsel Inc. |
2024 Q1
|
4/10/2024 |
40
|
$290 M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2024 Q1
|
4/10/2024 |
37
|
$140 M
|
| Greenfield Savings Bank |
2024 Q1
|
4/10/2024 |
149
|
$190 M
|
| Pathway Financial Advisors LLC |
2023 Q4 - RESTATEMENT
|
4/10/2024 |
161
|
$350 M
|
| Arbor Wealth Advisors LLC |
2024 Q1
|
4/10/2024 |
46
|
$110 M
|
| Founders Capital Management |
2024 Q1
|
4/10/2024 |
356
|
$150 M
|
| Shotwell Rutter Baer Inc |
2024 Q1
|
4/10/2024 |
18
|
$49 M
|
| Fragasso Group Inc. |
2024 Q1
|
4/10/2024 |
258
|
$1.2 B
|
| ATWOOD & PALMER INC |
2024 Q1
|
4/10/2024 |
415
|
$1.3 B
|
| THREADGILL FINANCIAL, LLC |
2024 Q1
|
4/10/2024 |
59
|
$230 M
|
| Aprio Wealth Management, LLC |
2024 Q1
|
4/10/2024 |
241
|
$510 M
|
| Nexus Investment Management ULC |
2024 Q1
|
4/10/2024 |
76
|
$1.0 B
|
| Bruce G. Allen Investments, LLC |
2024 Q1
|
4/10/2024 |
961
|
$120 M
|