| Addis & Hill, Inc |
2025 Q1
|
4/10/2025 |
28
|
$140 M
|
| HAMILTON LANE ADVISORS LLC |
2025 Q1
|
4/10/2025 |
14
|
$120 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/10/2025 |
49
|
$140 M
|
| Bremer Bank National Association |
2025 Q1
|
4/10/2025 |
312
|
$560 M
|
| Silverberg Bernstein Capital Management LLC |
2025 Q1
|
4/10/2025 |
62
|
$110 M
|
| CGN Advisors LLC |
2025 Q1
|
4/10/2025 |
289
|
$1.0 B
|
| Crestmont Private Wealth LLC |
2025 Q1
|
4/10/2025 |
77
|
$230 M
|
| Unigestion Holding SA |
2025 Q1
|
4/10/2025 |
370
|
$1.7 B
|
| FIRST FINANCIAL CORP /IN/ |
2025 Q1
|
4/10/2025 |
455
|
$210 M
|
| ROMANO BROTHERS AND COMPANY |
2025 Q1
|
4/10/2025 |
301
|
$770 M
|
| Trinity Street Asset Management LLP |
2025 Q1
|
4/10/2025 |
16
|
$990 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2025 Q1
|
4/10/2025 |
843
|
$1.3 B
|
| Rialto Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
994
|
$320 M
|
| COOPER INVESTORS PTY LTD |
2022 Q3
|
4/9/2025 |
39
|
$1.1 B
|
| SPRING CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/9/2025 |
50
|
$180 M
|
| EWG Elevate Inc. |
2025 Q1
|
4/9/2025 |
121
|
$270 M
|
| COOPER INVESTORS PTY LTD |
2022 Q4
|
4/9/2025 |
40
|
$1.1 B
|
| MKD WEALTH COACHES, LLC |
2025 Q1
|
4/9/2025 |
25
|
$88 M
|
| Kure Advisory, LLC |
2025 Q1
|
4/9/2025 |
43
|
$130 M
|
| THREADGILL FINANCIAL, LLC |
2025 Q1
|
4/9/2025 |
44
|
$190 M
|
| Legacy Financial Group LLC |
2025 Q1
|
4/9/2025 |
111
|
$650 M
|
| COOPER INVESTORS PTY LTD |
2023 Q3
|
4/9/2025 |
38
|
$1.3 B
|
| JBGlobal.com LLC |
2025 Q1
|
4/9/2025 |
32
|
$96 M
|
| COOPER INVESTORS PTY LTD |
2023 Q1
|
4/9/2025 |
36
|
$1.2 B
|
| TMT General Partner Ltd |
2025 Q1
|
4/9/2025 |
2
|
$350 M
|
| COOPER INVESTORS PTY LTD |
2024 Q1
|
4/9/2025 |
43
|
$1.7 B
|
| COOPER INVESTORS PTY LTD |
2023 Q4
|
4/9/2025 |
42
|
$1.7 B
|
| Twele Capital Management, Inc. |
2025 Q1
|
4/9/2025 |
39
|
$470 M
|
| MARSHALL & SULLIVAN INC /WA/ |
2025 Q1
|
4/9/2025 |
42
|
$200 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2025 Q1
|
4/9/2025 |
122
|
$260 M
|
| Smith Anglin Financial, LLC |
2025 Q1
|
4/9/2025 |
214
|
$940 M
|
| COOPER INVESTORS PTY LTD |
2022 Q2
|
4/9/2025 |
39
|
$1.1 B
|
| Whipplewood Advisors, LLC |
2025 Q1
|
4/9/2025 |
2,067
|
$170 M
|
| Selway Asset Management |
2025 Q1
|
4/9/2025 |
75
|
$240 M
|
| Buska Wealth Management, LLC |
2025 Q1
|
4/9/2025 |
64
|
$320 M
|
| Planned Solutions, Inc. |
2025 Q1
|
4/9/2025 |
113
|
$250 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/9/2025 |
105
|
$460 M
|
| RFG Advisory, LLC |
2025 Q1
|
4/9/2025 |
851
|
$3.7 B
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/9/2025 |
94
|
$2.6 B
|
| Capital Asset Advisory Services LLC |
2025 Q1
|
4/9/2025 |
282
|
$2.0 B
|
| Ace Management Global Ltd. |
2025 Q1
|
4/9/2025 |
1
|
$0
|
| Swisher Financial Concepts, Inc. |
2025 Q1
|
4/9/2025 |
80
|
$120 M
|
| Canaan Partners XI LLC |
2025 Q1
|
4/9/2025 |
4
|
$66 M
|
| Leibman Financial Services, Inc. |
2025 Q1
|
4/9/2025 |
53
|
$130 M
|
| Freestate Advisors LLC |
2025 Q1
|
4/9/2025 |
38
|
$100 M
|
| Orion Resource Partners LP |
2024 Q4 - NEW HOLDINGS
|
4/9/2025 |
2
|
$18 M
|
| Bank & Trust Co |
2025 Q1
|
4/9/2025 |
289
|
$120 M
|
| Orion Resource Partners LP |
2024 Q3 - NEW HOLDINGS
|
4/9/2025 |
2
|
$16 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/9/2025 |
481
|
$150 M
|
| KWMG, LLC |
2025 Q1
|
4/9/2025 |
143
|
$980 M
|
| McLean Asset Management Corp |
2025 Q1
|
4/9/2025 |
149
|
$300 M
|
| ETF Portfolio Partners, Inc. |
2025 Q1
|
4/9/2025 |
64
|
$330 M
|
| InvesTrust |
2025 Q1
|
4/9/2025 |
91
|
$370 M
|
| Fulton Bank, N.A. |
2025 Q1
|
4/9/2025 |
1,065
|
$2.5 B
|
| HBW ADVISORY SERVICES LLC |
2025 Q1
|
4/9/2025 |
386
|
$700 M
|
| ST GERMAIN D J CO INC |
2025 Q1
|
4/9/2025 |
812
|
$2.1 B
|
| Merit Financial Group, LLC |
2025 Q1
|
4/9/2025 |
1,411
|
$6.7 B
|
| VANTAGE WEALTH |
2025 Q1
|
4/9/2025 |
31
|
$440 M
|
| Hartz Capital, Inc. |
2025 Q1
|
4/9/2025 |
1
|
$0
|
| Compass Investment Advisers LLC |
2024 Q4
|
4/9/2025 |
29
|
$34 M
|
| BAXTER BROS INC |
2025 Q1
|
4/9/2025 |
148
|
$760 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2025 Q1
|
4/9/2025 |
498
|
$230 M
|
| Paladin Wealth, LLC |
2025 Q1
|
4/9/2025 |
95
|
$110 M
|
| Pioneer Wealth Management Group |
2025 Q1
|
4/9/2025 |
38
|
$230 M
|
| Bennett Associates Wealth Management |
2025 Q1
|
4/9/2025 |
43
|
$120 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2025 Q1
|
4/9/2025 |
82
|
$280 M
|
| MILESTONE ASSET MANAGEMENT, LLC |
2025 Q1
|
4/9/2025 |
343
|
$470 M
|
| FLAGSTAR ADVISORS INC |
2025 Q1
|
4/9/2025 |
215
|
$390 M
|
| O'Keefe Stevens Advisory, Inc. |
2025 Q1
|
4/9/2025 |
68
|
$300 M
|
| Navigation Wealth Management, Inc. |
2025 Q1
|
4/9/2025 |
11
|
$65 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q1
|
4/9/2025 |
145
|
$210 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2025 Q1
|
4/9/2025 |
158
|
$720 M
|
| Hummer Financial Advisory Services Inc |
2025 Q1
|
4/9/2025 |
107
|
$120 M
|
| Donor Advised Charitable Giving, Inc. |
2025 Q1
|
4/9/2025 |
40
|
$3.5 B
|
| High Net Worth Advisory Group LLC |
2025 Q1
|
4/9/2025 |
215
|
$350 M
|
| Gradient Investments LLC |
2025 Q1
|
4/9/2025 |
320
|
$5.0 B
|
| Affiance Financial, LLC |
2025 Q1
|
4/9/2025 |
102
|
$430 M
|
| Marquette Asset Management, LLC |
2025 Q1
|
4/9/2025 |
147
|
$570 M
|
| International City Management Association Retirement Corp |
2025 Q1
|
4/9/2025 |
6
|
$180 M
|
| LBMC INVESTMENT ADVISORS, LLC |
2025 Q1
|
4/9/2025 |
201
|
$1.3 B
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2025 Q1
|
4/9/2025 |
9
|
$880 M
|
| ANDERSON HOAGLAND & CO |
2025 Q1
|
4/9/2025 |
135
|
$840 M
|
| XXEC, Inc. |
2025 Q1
|
4/9/2025 |
21
|
$120 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q1
|
4/9/2025 |
1,176
|
$1.0 B
|
| Keystone Financial Planning, Inc. |
2025 Q1
|
4/9/2025 |
46
|
$340 M
|
| Roxbury Financial LLC |
2025 Q1
|
4/9/2025 |
349
|
$100 M
|
| Graves Light Lenhart Wealth, Inc. |
2025 Q1
|
4/9/2025 |
187
|
$810 M
|
| Arlington Financial Advisors, LLC |
2025 Q1
|
4/9/2025 |
108
|
$570 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q1
|
4/9/2025 |
70
|
$130 M
|
| Divergent Planning, LLC |
2025 Q1
|
4/9/2025 |
30
|
$300 M
|
| Shulman DeMeo Asset Management LLC |
2025 Q1
|
4/9/2025 |
116
|
$360 M
|
| Towerpoint Wealth, LLC |
2025 Q1
|
4/9/2025 |
81
|
$200 M
|
| Eldred Rock Partners, LLC |
2025 Q1
|
4/9/2025 |
29
|
$330 M
|
| Quad-Cities Investment Group, LLC |
2025 Q1
|
4/9/2025 |
183
|
$200 M
|
| IMZ Advisory Inc |
2025 Q1
|
4/9/2025 |
41
|
$220 M
|
| Capital CS Group, LLC |
2025 Q1
|
4/9/2025 |
60
|
$62 M
|
| LVW Advisors, LLC |
2025 Q1
|
4/9/2025 |
298
|
$840 M
|
| Archer Investment Management, LLC |
2025 Q1
|
4/9/2025 |
57
|
$140 M
|
| Strong Tower Advisory Services |
2025 Q1
|
4/9/2025 |
97
|
$410 M
|
| Sarasin & Partners LLP |
2025 Q1
|
4/9/2025 |
79
|
$10 B
|