| Qiming U.S. Ventures Management, LLC |
2024 Q4
|
1/28/2025 |
6
|
$51 M
|
| Origin Asset Management LLP |
2024 Q4
|
1/28/2025 |
7
|
$43 M
|
| Focused Wealth Management, Inc |
2024 Q4
|
1/28/2025 |
185
|
$740 M
|
| Legacy Financial Strategies, LLC |
2024 Q4
|
1/28/2025 |
119
|
$460 M
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2024 Q4
|
1/28/2025 |
661
|
$12 B
|
| 17 CAPITAL PARTNERS, LLC |
2024 Q4
|
1/28/2025 |
134
|
$160 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/28/2025 |
55
|
$160 M
|
| Compass Financial Services Inc |
2024 Q4
|
1/28/2025 |
205
|
$180 M
|
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2024 Q4
|
1/28/2025 |
1,416
|
$5.9 B
|
| Pelham Capital Ltd. |
2024 Q4
|
1/28/2025 |
13
|
$170 M
|
| Rede Wealth, LLC |
2024 Q4
|
1/28/2025 |
141
|
$260 M
|
| Hestia Capital Management, LLC |
2024 Q4
|
1/28/2025 |
30
|
$150 M
|
| Robinson Value Management, Ltd. |
2024 Q4
|
1/28/2025 |
75
|
$150 M
|
| Family Capital Trust Co |
2024 Q4
|
1/28/2025 |
61
|
$300 M
|
| Stephens Investment Management Group LLC |
2024 Q4
|
1/28/2025 |
171
|
$7.5 B
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/28/2025 |
283
|
$2.3 B
|
| Visionary Horizons, LLC |
2024 Q4
|
1/28/2025 |
89
|
$150 M
|
| Quotient Wealth Partners, LLC |
2024 Q4
|
1/28/2025 |
325
|
$3.1 B
|
| Alliance Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
145
|
$180 M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2024 Q4
|
1/28/2025 |
773
|
$11 B
|
| Portfolio Strategies, Inc. |
2024 Q4
|
1/28/2025 |
40
|
$700 M
|
| Essex LLC |
2024 Q4
|
1/28/2025 |
170
|
$480 M
|
| Moser Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
136
|
$190 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2024 Q4
|
1/28/2025 |
136
|
$3.0 B
|
| FINANCIAL LIFE ADVISORS |
2024 Q4
|
1/28/2025 |
46
|
$270 M
|
| North Growth Management Ltd. |
2024 Q4
|
1/28/2025 |
46
|
$530 M
|
| STEPHENS INC /AR/ |
2024 Q4
|
1/28/2025 |
1,269
|
$7.1 B
|
| RAMSEY QUANTITATIVE SYSTEMS |
2024 Q4
|
1/28/2025 |
2
|
$71 M
|
| Stockman Wealth Management, Inc. |
2024 Q4
|
1/28/2025 |
165
|
$640 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2024 Q4
|
1/28/2025 |
182
|
$2.3 B
|
| RFP Financial Group LLC |
2024 Q4
|
1/28/2025 |
116
|
$260 M
|
| BENEDICT FINANCIAL ADVISORS INC |
2024 Q4
|
1/28/2025 |
123
|
$410 M
|
| Richard C. Young & CO., LTD. |
2024 Q4
|
1/28/2025 |
87
|
$920 M
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2024 Q4
|
1/28/2025 |
75
|
$320 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2024 Q4
|
1/28/2025 |
116
|
$280 M
|
| Birch Hill Investment Advisors LLC |
2024 Q4
|
1/28/2025 |
181
|
$2.2 B
|
| AlphaStar Capital Management, LLC |
2024 Q4
|
1/28/2025 |
201
|
$960 M
|
| WestEnd Advisors, LLC |
2024 Q4
|
1/28/2025 |
341
|
$3.9 B
|
| STONERIDGE INVESTMENT PARTNERS LLC |
2024 Q4
|
1/28/2025 |
135
|
$280 M
|
| WCM INVESTMENT MANAGEMENT, LLC |
2024 Q4
|
1/28/2025 |
288
|
$43 B
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2024 Q4
|
1/28/2025 |
505
|
$700 M
|
| Chaney Capital Management, Inc. |
2024 Q4
|
1/28/2025 |
37
|
$210 M
|
| Entropy Technologies, LP |
2024 Q4
|
1/28/2025 |
691
|
$970 M
|
| Price Capital Management, Inc. |
2024 Q4
|
1/28/2025 |
1
|
$840 k
|
| Empirical Finance, LLC |
2024 Q4
|
1/28/2025 |
500
|
$1.7 B
|
| Empowered Funds, LLC |
2024 Q4
|
1/28/2025 |
3,282
|
$6.8 B
|
| O'Brien Wealth Partners LLC |
2024 Q4
|
1/28/2025 |
67
|
$550 M
|
| Advisory Resource Group |
2024 Q4
|
1/28/2025 |
158
|
$470 M
|
| Seelaus Asset Management LLC |
2024 Q4
|
1/28/2025 |
169
|
$110 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2024 Q4
|
1/28/2025 |
1,774
|
$3.2 B
|
| Hendershot Investments Inc. |
2024 Q4
|
1/28/2025 |
131
|
$730 M
|
| Counterweight Ventures, LLC |
2024 Q4
|
1/28/2025 |
69
|
$140 M
|
| Sanchez Wealth Management Group |
2024 Q4
|
1/28/2025 |
49
|
$370 M
|
| Santori & Peters, Inc. |
2024 Q4
|
1/28/2025 |
66
|
$260 M
|
| FORBES J M & CO LLP |
2024 Q4
|
1/28/2025 |
145
|
$1.0 B
|
| Westmount Partners, LLC |
2022 Q4
|
1/28/2025 |
172
|
$190 M
|
| Wilmington Savings Fund Society, FSB |
2024 Q4
|
1/28/2025 |
2,751
|
$5.6 B
|
| Strid Group, LLC |
2024 Q4
|
1/28/2025 |
60
|
$640 M
|
| American Capital Advisory, LLC |
2024 Q4
|
1/28/2025 |
472
|
$180 M
|
| Serenus Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
60
|
$580 M
|
| Windsor Capital Management, LLC |
2024 Q4
|
1/28/2025 |
119
|
$340 M
|
| Byrne Asset Management LLC |
2024 Q3
|
1/28/2025 |
541
|
$150 M
|
| Moloney Securities Asset Management, LLC |
2024 Q4
|
1/28/2025 |
477
|
$750 M
|
| Westmount Partners, LLC |
2023 Q2
|
1/28/2025 |
188
|
$230 M
|
| Westmount Partners, LLC |
2023 Q3
|
1/28/2025 |
195
|
$230 M
|
| Westmount Partners, LLC |
2023 Q4
|
1/28/2025 |
202
|
$240 M
|
| Westmount Partners, LLC |
2024 Q1
|
1/28/2025 |
213
|
$280 M
|
| Westmount Partners, LLC |
2024 Q2
|
1/28/2025 |
219
|
$300 M
|
| Hobart Private Capital, LLC |
2024 Q4
|
1/28/2025 |
152
|
$400 M
|
| Pacific Wealth Strategies Group, Inc. |
2024 Q4
|
1/28/2025 |
55
|
$140 M
|
| NORTHWESTERN UNIVERSITY |
2024 Q4
|
1/28/2025 |
6
|
$62 M
|
| Chronos Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
43
|
$200 M
|
| Byrne Asset Management LLC |
2024 Q4
|
1/28/2025 |
541
|
$140 M
|
| Apollon Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
1,198
|
$4.3 B
|
| Apollon Financial, LLC |
2024 Q4
|
1/28/2025 |
186
|
$400 M
|
| Samson Rock Capital LLP |
2024 Q4
|
1/28/2025 |
8
|
$130 M
|
| OPINICUS CAPITAL, INC. |
2024 Q4
|
1/28/2025 |
94
|
$120 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2024 Q4
|
1/28/2025 |
184
|
$1.4 B
|
| Unison Asset Management LLC |
2024 Q4
|
1/28/2025 |
32
|
$200 M
|
| Westbourne Investment Advisors, Inc. |
2024 Q4
|
1/28/2025 |
85
|
$290 M
|
| Aurelius Family Office LLC |
2024 Q4
|
1/28/2025 |
43
|
$200 M
|
| Almanack Investment Partners, LLC. |
2024 Q4
|
1/28/2025 |
182
|
$650 M
|
| Mezzasalma Advisors, LLC |
2024 Q4
|
1/28/2025 |
143
|
$310 M
|
| TFG Advisers LLC |
2024 Q4
|
1/28/2025 |
207
|
$280 M
|
| Beaumont Asset Management, L.L.C. |
2024 Q4
|
1/28/2025 |
63
|
$170 M
|
| MWA Asset Management |
2024 Q4
|
1/28/2025 |
125
|
$150 M
|
| Vest Financial, LLC |
2024 Q4
|
1/28/2025 |
415
|
$5.6 B
|
| SC&H Financial Advisors, Inc. |
2024 Q4
|
1/28/2025 |
148
|
$480 M
|
| BayBridge Capital Group, LLC |
2024 Q4
|
1/28/2025 |
92
|
$140 M
|
| 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
|