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
|
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
|