| Austin Asset Management Co Inc |
2024 Q4
|
1/28/2025 |
71
|
$500 M
|
| Clientfirst Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
47
|
$99 M
|
| Tenon Financial LLC |
2024 Q4
|
1/28/2025 |
46
|
$150 M
|
| CIDEL ASSET MANAGEMENT INC |
2024 Q4
|
1/28/2025 |
340
|
$1.5 B
|
| QUATTRO FINANCIAL ADVISORS LLC |
2024 Q4 - RESTATEMENT
|
1/28/2025 |
86
|
$390 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2024 Q3 - RESTATEMENT
|
1/28/2025 |
77
|
$350 M
|
| Sprinkle Financial Consultants LLC |
2024 Q4
|
1/28/2025 |
70
|
$150 M
|
| CONNING INC. |
2024 Q4
|
1/28/2025 |
344
|
$2.9 B
|
| Mainsail Financial Group, LLC |
2024 Q4
|
1/28/2025 |
49
|
$170 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2024 Q4
|
1/28/2025 |
132
|
$140 M
|
| Joel Isaacson & Co., LLC |
2024 Q4
|
1/28/2025 |
377
|
$2.2 B
|
| Clarity Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
94
|
$370 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2024 Q4
|
1/28/2025 |
99
|
$140 M
|
| Robocap Asset Management Ltd |
2024 Q3 - RESTATEMENT
|
1/28/2025 |
26
|
$160 M
|
| Northstar Group, Inc. |
2024 Q4
|
1/28/2025 |
154
|
$600 M
|
| Capital Management Associates, Inc |
2024 Q4
|
1/28/2025 |
104
|
$270 M
|
| Shepherd Financial Partners LLC |
2024 Q4
|
1/28/2025 |
220
|
$840 M
|
| Goehring & Rozencwajg Associates, LLC |
2024 Q4
|
1/28/2025 |
44
|
$490 M
|
| Sterling Wealth Advisors Inc |
2024 Q4
|
1/28/2025 |
18
|
$130 M
|
| QUARRY HILL ADVISORS, LLC |
2024 Q4
|
1/28/2025 |
45
|
$150 M
|
| BLB&B Advisors, LLC |
2024 Q4
|
1/28/2025 |
270
|
$2.0 B
|
| EULAV Asset Management |
2024 Q4
|
1/28/2025 |
163
|
$4.2 B
|
| Arlington Financial Advisors, LLC |
2024 Q4
|
1/28/2025 |
92
|
$500 M
|
| NatWest Group plc |
2024 Q4
|
1/28/2025 |
60
|
$340 M
|
| D'Orazio & Associates, Inc. |
2024 Q4
|
1/28/2025 |
242
|
$680 M
|
| Advisors Preferred, LLC |
2024 Q4
|
1/28/2025 |
194
|
$620 M
|
| Kingsview Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
1,241
|
$5.1 B
|
| Robocap Asset Management Ltd |
2024 Q4
|
1/28/2025 |
25
|
$150 M
|
| Gray Private Wealth, LLC |
2024 Q4
|
1/28/2025 |
42
|
$170 M
|
| Archvest Wealth Advisors, Inc. |
2024 Q4
|
1/28/2025 |
61
|
$140 M
|
| Sageworth Trust Co of South Dakota |
2024 Q4
|
1/28/2025 |
43
|
$79 M
|
| Spectrum Investment Advisors, Inc. |
2024 Q4
|
1/28/2025 |
27
|
$150 M
|
| Sageworth Trust Co |
2024 Q4
|
1/28/2025 |
100
|
$1.6 B
|
| Generate Investment Management Ltd |
2024 Q4
|
1/28/2025 |
97
|
$1.4 B
|
| DOCK STREET ASSET MANAGEMENT INC |
2024 Q4
|
1/28/2025 |
49
|
$830 M
|
| Slocum, Gordon & Co LLP |
2024 Q4
|
1/28/2025 |
137
|
$120 M
|
| LECAP ASSET MANAGEMENT LTD |
2024 Q4
|
1/28/2025 |
279
|
$370 M
|
| Triasima Portfolio Management inc. |
2024 Q4
|
1/28/2025 |
144
|
$520 M
|
| SOA Wealth Advisors, LLC. |
2024 Q4
|
1/28/2025 |
872
|
$540 M
|
| Arcataur Capital Management LLC |
2024 Q4
|
1/28/2025 |
96
|
$300 M
|
| APPLETON PARTNERS INC/MA |
2024 Q4
|
1/28/2025 |
253
|
$1.4 B
|
| Platform Technology Partners |
2024 Q4
|
1/28/2025 |
218
|
$330 M
|
| Close Asset Management Ltd |
2024 Q4
|
1/28/2025 |
270
|
$3.6 B
|
| Dodds Wealth, LLC |
2024 Q4
|
1/28/2025 |
60
|
$310 M
|
| Cabot-Wellington, LLC |
2024 Q4
|
1/28/2025 |
4
|
$260 M
|
| Exane Asset Management |
2024 Q4
|
1/28/2025 |
27
|
$180 M
|
| HARVEY INVESTMENT CO LLC |
2024 Q4
|
1/28/2025 |
103
|
$870 M
|
| Realta Investment Advisors |
2024 Q4
|
1/28/2025 |
339
|
$240 M
|
| BARRETT & COMPANY, INC. |
2024 Q4
|
1/28/2025 |
610
|
$240 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
2024 Q4
|
1/28/2025 |
55
|
$160 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/28/2025 |
66
|
$210 M
|
| Golden State Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
1,557
|
$670 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2024 Q4
|
1/28/2025 |
49
|
$380 M
|
| Gilliland Jeter Wealth Management LLC |
2024 Q4
|
1/28/2025 |
173
|
$300 M
|
| Centerline Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
35
|
$170 M
|
| Heritage Investment Group, Inc. |
2024 Q4
|
1/28/2025 |
106
|
$540 M
|
| Windmill Hill Asset Management Ltd |
2024 Q4
|
1/28/2025 |
27
|
$310 M
|
| Live Oak Private Wealth LLC |
2024 Q4
|
1/28/2025 |
184
|
$600 M
|
| Solutions 4 Wealth, Ltd |
2024 Q4
|
1/28/2025 |
51
|
$55 M
|
| FFG Partners, LLC |
2024 Q4
|
1/28/2025 |
31
|
$290 M
|
| SMART Wealth LLC |
2024 Q4
|
1/28/2025 |
146
|
$280 M
|
| Archer Investment Corp |
2024 Q4
|
1/28/2025 |
1,151
|
$380 M
|
| TOBAM |
2024 Q4
|
1/28/2025 |
319
|
$330 M
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2024 Q4
|
1/28/2025 |
212
|
$800 M
|
| Global X Japan Co., Ltd. |
2024 Q4
|
1/28/2025 |
276
|
$800 M
|
| Axos Invest Inc. |
2024 Q4
|
1/28/2025 |
24
|
$140 M
|
| Prairie Wealth Advisors, Inc. |
2024 Q4
|
1/28/2025 |
150
|
$210 M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2024 Q4
|
1/28/2025 |
228
|
$1.2 B
|
| Fairvoy Private Wealth, LLC |
2024 Q4
|
1/28/2025 |
171
|
$380 M
|
| Independence Asset Advisors, LLC |
2024 Q4
|
1/28/2025 |
9
|
$22 M
|
| Polunin Capital Partners Ltd |
2024 Q4
|
1/28/2025 |
25
|
$400 M
|
| Keystone Financial Group, Inc. |
2024 Q4
|
1/28/2025 |
160
|
$120 M
|
| 5th Street Advisors, LLC |
2024 Q4
|
1/28/2025 |
31
|
$190 M
|
| Graphene Investments SAS |
2024 Q4
|
1/28/2025 |
46
|
$140 M
|
| William Allan Corp |
2024 Q4
|
1/28/2025 |
53
|
$160 M
|
| Darrow Company, Inc. |
2024 Q4
|
1/28/2025 |
48
|
$170 M
|
| Ameliora Wealth Management Ltd. |
2024 Q4
|
1/28/2025 |
238
|
$270 M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2024 Q4
|
1/28/2025 |
683
|
$1.9 B
|
| BSN CAPITAL PARTNERS Ltd |
2024 Q4
|
1/28/2025 |
34
|
$2.5 B
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2024 Q4
|
1/28/2025 |
778
|
$9.8 B
|
| Sumitomo Mitsui Trust Group, Inc. |
2024 Q4
|
1/28/2025 |
1,041
|
$150 B
|
| Telligent Fund, LP |
2024 Q4
|
1/27/2025 |
26
|
$110 M
|
| Migdal Insurance & Financial Holdings Ltd. |
2024 Q4
|
1/28/2025 |
388
|
$7.0 B
|
| Japan Science & Technology Agency |
2024 Q4
|
1/27/2025 |
11
|
$5.8 B
|
| Laurus Investment Counsel Inc. |
2024 Q4 - RESTATEMENT
|
1/27/2025 |
44
|
$190 M
|
| Strategic Financial Concepts, LLC |
2024 Q4
|
1/27/2025 |
811
|
$550 M
|
| Leo Wealth, LLC |
2024 Q4
|
1/27/2025 |
357
|
$1.1 B
|
| Ledyard National Bank |
2024 Q4
|
1/27/2025 |
304
|
$1.1 B
|
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2024 Q4
|
1/27/2025 |
90
|
$190 M
|
| Guardian Wealth Advisors, LLC |
2024 Q4
|
1/27/2025 |
74
|
$160 M
|
| Socha Financial Group, LLC |
2024 Q4
|
1/27/2025 |
25
|
$210 M
|
| RNC CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/27/2025 |
163
|
$1.9 B
|
| Spectrum Asset Management, Inc. (NB/CA) |
2024 Q4
|
1/27/2025 |
104
|
$220 M
|
| Tandem Financial, LLC |
2024 Q4
|
1/27/2025 |
84
|
$94 M
|
| Financial Synergies Wealth Advisors, Inc. |
2024 Q4
|
1/27/2025 |
91
|
$810 M
|
| Iron Horse Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
510
|
$300 M
|
| Brickley Wealth Management |
2024 Q4
|
1/27/2025 |
45
|
$490 M
|
| 1900 WEALTH MANAGEMENT LLC |
2024 Q4
|
1/27/2025 |
223
|
$1.2 B
|
| ENCOMPASS WEALTH ADVISORS, LLC |
2024 Q4
|
1/27/2025 |
99
|
$250 M
|
| Investments & Financial Planning, LLC |
2024 Q4
|
1/27/2025 |
33
|
$160 M
|