| FORT PITT CAPITAL GROUP, LLC |
2024 Q1
|
4/11/2024 |
121
|
$3.2 B
|
| City State Bank |
2024 Q1
|
4/11/2024 |
711
|
$230 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2024 Q1
|
4/11/2024 |
136
|
$170 M
|
| DHJJ Financial Advisors, Ltd. |
2024 Q1
|
4/11/2024 |
815
|
$230 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/11/2024 |
90
|
$170 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2024 Q1
|
4/11/2024 |
782
|
$960 M
|
| Douglas Lane & Associates, LLC |
2024 Q1
|
4/11/2024 |
243
|
$7.1 B
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID |
2024 Q1
|
4/11/2024 |
139
|
$1.8 B
|
| Paragon Capital Management Ltd |
2024 Q1
|
4/11/2024 |
194
|
$560 M
|
| Bangor Savings Bank |
2024 Q1
|
4/11/2024 |
703
|
$980 M
|
| O'Keefe Stevens Advisory, Inc. |
2024 Q1
|
4/11/2024 |
66
|
$300 M
|
| Crestmont Private Wealth LLC |
2024 Q1
|
4/11/2024 |
59
|
$200 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2024 Q1
|
4/11/2024 |
345
|
$450 M
|
| Boston Common Asset Management, LLC |
2024 Q1
|
4/11/2024 |
327
|
$4.2 B
|
| SALEM INVESTMENT COUNSELORS INC |
2024 Q1
|
4/11/2024 |
1,171
|
$3.0 B
|
| UNIQUE WEALTH, LLC |
2024 Q1
|
4/11/2024 |
86
|
$350 M
|
| Signature Resources Capital Management, LLC |
2024 Q1
|
4/11/2024 |
406
|
$110 M
|
| Bridge Creek Capital Management LLC |
2024 Q1
|
4/11/2024 |
98
|
$310 M
|
| Radnor Capital Management, LLC |
2024 Q1
|
4/11/2024 |
318
|
$590 M
|
| West Financial Advisors, LLC |
2024 Q1
|
4/11/2024 |
154
|
$470 M
|
| CATALYST PRIVATE WEALTH, LLC |
2024 Q1
|
4/11/2024 |
75
|
$190 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2024 Q1
|
4/11/2024 |
56
|
$1.0 B
|
| ORSER CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/11/2024 |
42
|
$110 M
|
| Roble, Belko & Company, Inc |
2024 Q1
|
4/11/2024 |
358
|
$580 M
|
| Cooper Financial Group |
2024 Q1
|
4/11/2024 |
349
|
$610 M
|
| FORBES J M & CO LLP |
2024 Q1
|
4/11/2024 |
135
|
$920 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/11/2024 |
69
|
$480 M
|
| Beacon Capital Management, Inc. |
2024 Q1
|
4/11/2024 |
26
|
$2.4 B
|
| D. SCOTT NEAL, INC. |
2024 Q1
|
4/11/2024 |
67
|
$150 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2024 Q1
|
4/11/2024 |
129
|
$220 M
|
| Silverberg Bernstein Capital Management LLC |
2024 Q1
|
4/11/2024 |
53
|
$100 M
|
| Cardano Risk Management B.V. |
2024 Q1
|
4/11/2024 |
13
|
$3.2 B
|
| Aurora Investment Managers, LLC. |
2024 Q1
|
4/11/2024 |
52
|
$140 M
|
| CHURCHILL MANAGEMENT Corp |
2024 Q1
|
4/11/2024 |
162
|
$8.0 B
|
| MEYER HANDELMAN CO |
2024 Q1
|
4/11/2024 |
266
|
$2.9 B
|
| First Affirmative Financial Network |
2024 Q1
|
4/11/2024 |
254
|
$140 M
|
| Ballew Advisors, Inc |
2024 Q1
|
4/11/2024 |
108
|
$140 M
|
| 17 CAPITAL PARTNERS, LLC |
2024 Q1
|
4/11/2024 |
124
|
$140 M
|
| Gulf International Bank (UK) Ltd |
2024 Q1
|
4/11/2024 |
661
|
$4.0 B
|
| OPTIMUM INVESTMENT ADVISORS |
2024 Q1
|
4/11/2024 |
640
|
$220 M
|
| Pflug Koory, LLC |
2024 Q1
|
4/11/2024 |
404
|
$200 M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2024 Q1
|
4/11/2024 |
51
|
$180 M
|
| Independent Wealth Network Inc. |
2024 Q1
|
4/11/2024 |
39
|
$38 M
|
| Trust Co |
2024 Q1
|
4/11/2024 |
337
|
$760 M
|
| Guinness Asset Management LTD |
2024 Q1
|
4/11/2024 |
109
|
$4.8 B
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2024 Q1
|
4/11/2024 |
33
|
$170 M
|
| Clarus Wealth Advisors |
2024 Q1
|
4/11/2024 |
130
|
$180 M
|
| Liberty Capital Management, Inc. |
2024 Q1
|
4/11/2024 |
154
|
$410 M
|
| Fortitude Family Office, LLC |
2024 Q1
|
4/11/2024 |
972
|
$150 M
|
| SignalPoint Asset Management, LLC |
2024 Q1
|
4/11/2024 |
247
|
$360 M
|
| Sebold Capital Management, Inc. |
2024 Q1
|
4/11/2024 |
71
|
$150 M
|
| O'Connor Financial Group LLC |
2024 Q1
|
4/11/2024 |
47
|
$170 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2024 Q1
|
4/11/2024 |
52
|
$640 M
|
| ONE Advisory Partners, LLC |
2024 Q1
|
4/11/2024 |
43
|
$200 M
|
| BENNETT SELBY INVESTMENTS LP |
2024 Q1 - RESTATEMENT
|
4/11/2024 |
66
|
$210 M
|
| ROCKLAND TRUST CO |
2024 Q1
|
4/11/2024 |
514
|
$1.9 B
|
| BENNETT SELBY INVESTMENTS LP |
2024 Q1
|
4/11/2024 |
61
|
$200 M
|
| MARYLAND CAPITAL ADVISORS INC. |
2024 Q1
|
4/11/2024 |
221
|
$160 M
|
| Rye Brook Capital LLC |
2024 Q1
|
4/11/2024 |
28
|
$170 M
|
| MOLLER WEALTH PARTNERS |
2024 Q1
|
4/11/2024 |
51
|
$370 M
|
| &PARTNERS |
2024 Q1
|
4/11/2024 |
491
|
$730 M
|
| Selective Wealth Management, Inc. |
2024 Q1
|
4/11/2024 |
104
|
$230 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2024 Q1
|
4/11/2024 |
46
|
$180 M
|
| CENTRAL BANK & TRUST CO |
2024 Q1
|
4/11/2024 |
352
|
$700 M
|
| Matthew Goff Investment Advisor, LLC |
2024 Q1
|
4/11/2024 |
95
|
$490 M
|
| Werlinich Asset Management, LLC |
2024 Q1
|
4/11/2024 |
59
|
$150 M
|
| Profit Investment Management, LLC |
2024 Q1
|
4/11/2024 |
78
|
$180 M
|
| 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
|