| Fruth Investment Management |
2024 Q4
|
1/27/2025 |
216
|
$360 M
|
| Avid Wealth Partners LLC |
2024 Q4
|
1/27/2025 |
45
|
$140 M
|
| Capital Investment Services of America, Inc. |
2024 Q4
|
1/27/2025 |
77
|
$1.0 B
|
| Legacy CG, LLC |
2024 Q4
|
1/27/2025 |
54
|
$330 M
|
| Vision Capital Management, Inc. |
2024 Q4
|
1/27/2025 |
131
|
$680 M
|
| INDEPENDENT INVESTORS INC |
2024 Q4
|
1/27/2025 |
66
|
$510 M
|
| Trilogy Capital Inc. |
2024 Q4
|
1/27/2025 |
329
|
$1.9 B
|
| LILLY ENDOWMENT INC |
2024 Q4
|
1/27/2025 |
1
|
$75 B
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2024 Q4
|
1/27/2025 |
184
|
$580 M
|
| Financial Architects, LLC |
2024 Q4
|
1/27/2025 |
22
|
$160 M
|
| Elemental Capital Partners LLC |
2024 Q4
|
1/27/2025 |
6
|
$110 M
|
| Robertson Stephens Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
557
|
$2.8 B
|
| Benchmark Financial Wealth Advisors, LLC |
2024 Q4
|
1/27/2025 |
100
|
$310 M
|
| Meadow Creek Wealth Advisors LLC |
2024 Q4
|
1/27/2025 |
137
|
$140 M
|
| MONEYWISE, INC. |
2024 Q4
|
1/27/2025 |
51
|
$200 M
|
| Crewe Advisors LLC |
2024 Q4
|
1/27/2025 |
646
|
$730 M
|
| ABSHER WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
69
|
$760 M
|
| Vanderbilt University |
2024 Q4
|
1/27/2025 |
76
|
$510 M
|
| Barton Investment Management |
2024 Q4
|
1/27/2025 |
48
|
$940 M
|
| Optimist Retirement Group LLC |
2024 Q4
|
1/27/2025 |
119
|
$210 M
|
| Jackson, Grant Investment Advisers, Inc. |
2024 Q4
|
1/27/2025 |
396
|
$260 M
|
| LCM Capital Management Inc |
2024 Q4
|
1/27/2025 |
98
|
$180 M
|
| Syntegra Private Wealth Group, LLC |
2024 Q4
|
1/27/2025 |
157
|
$890 M
|
| PRIVATE MANAGEMENT GROUP INC |
2024 Q4
|
1/27/2025 |
211
|
$2.8 B
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2024 Q4
|
1/27/2025 |
66
|
$300 M
|
| Foguth Wealth Management, LLC. |
2024 Q4
|
1/27/2025 |
148
|
$380 M
|
| Onyx Bridge Wealth Group LLC |
2024 Q4
|
1/27/2025 |
284
|
$690 M
|
| Northwest Financial Advisors |
2024 Q2 - RESTATEMENT
|
1/27/2025 |
90
|
$98 M
|
| Greenfield FTC, Inc. |
2024 Q4
|
1/27/2025 |
3
|
$510 M
|
| Clayton Financial Group LLC |
2024 Q4
|
1/27/2025 |
121
|
$280 M
|
| Spider Management Company, LLC |
2024 Q4
|
1/27/2025 |
4
|
$240 M
|
| MERITAGE PORTFOLIO MANAGEMENT |
2024 Q4
|
1/27/2025 |
329
|
$1.6 B
|
| Econ Financial Services Corp |
2024 Q4
|
1/27/2025 |
81
|
$170 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2024 Q4
|
1/27/2025 |
95
|
$120 M
|
| Northwest Financial Advisors |
2024 Q1 - RESTATEMENT
|
1/27/2025 |
86
|
$91 M
|
| Matson Money. Inc. |
2024 Q4
|
1/27/2025 |
9
|
$2.8 B
|
| CHOREO, LLC |
2024 Q4
|
1/27/2025 |
1,609
|
$7.0 B
|
| TECTONIC ADVISORS LLC |
2024 Q4
|
1/27/2025 |
413
|
$1.5 B
|
| DELTEC ASSET MANAGEMENT LLC |
2024 Q4
|
1/27/2025 |
161
|
$510 M
|
| NVWM, LLC |
2024 Q4
|
1/27/2025 |
846
|
$400 M
|
| Martin Capital Partners, LLC |
2024 Q4
|
1/27/2025 |
58
|
$84 M
|
| Chandler Asset Management, Inc. |
2024 Q4
|
1/27/2025 |
26
|
$520 M
|
| MONEY CONCEPTS CAPITAL CORP |
2024 Q4
|
1/27/2025 |
403
|
$1.3 B
|
| Confluence Wealth Services, Inc. |
2024 Q4
|
1/27/2025 |
333
|
$1.5 B
|
| Massachusetts Wealth Management |
2024 Q4
|
1/27/2025 |
90
|
$160 M
|
| Lion Street Advisors, LLC |
2024 Q4
|
1/27/2025 |
260
|
$310 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2024 Q4
|
1/27/2025 |
81
|
$390 M
|
| COUNTRY CLUB BANK |
2024 Q4
|
1/27/2025 |
319
|
$1.5 B
|
| WT Asset Management Ltd |
2024 Q4
|
1/27/2025 |
40
|
$910 M
|
| Mirae Asset Global Investments Co., Ltd. |
2024 Q4
|
1/27/2025 |
1,854
|
$25 B
|
| JERICHO FINANCIAL, LLP |
2024 Q4
|
1/27/2025 |
41
|
$140 M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2024 Q4
|
1/27/2025 |
57
|
$160 M
|
| Berkshire Money Management, Inc. |
2024 Q4
|
1/27/2025 |
87
|
$920 M
|
| MKP Capital Management, L.L.C. |
2024 Q4
|
1/27/2025 |
4
|
$2.0 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2024 Q4
|
1/27/2025 |
102
|
$2.5 B
|
| Y.D. More Investments Ltd |
2024 Q4
|
1/27/2025 |
572
|
$1.1 B
|
| Jackson Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
170
|
$880 M
|
| Weaver Capital Management LLC |
2024 Q4
|
1/27/2025 |
186
|
$360 M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2024 Q4
|
1/27/2025 |
89
|
$250 M
|
| WIN ADVISORS, INC |
2024 Q4
|
1/27/2025 |
54
|
$210 M
|
| Inman Jager Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
80
|
$130 M
|
| Tyche Wealth Partners LLC |
2024 Q4
|
1/27/2025 |
301
|
$470 M
|
| John W. Brooker & Co., CPAs |
2024 Q4
|
1/27/2025 |
75
|
$230 M
|
| Summit Wealth Partners, LLC |
2024 Q4
|
1/27/2025 |
199
|
$490 M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
8
|
$47 M
|
| Osprey Private Wealth LLC |
2024 Q4
|
1/27/2025 |
48
|
$140 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2024 Q4
|
1/27/2025 |
87
|
$77 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
77
|
$160 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2024 Q4
|
1/27/2025 |
388
|
$490 M
|
| Yorktown Management & Research Co Inc |
2024 Q4
|
1/27/2025 |
204
|
$100 M
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2024 Q4
|
1/27/2025 |
287
|
$160 M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2024 Q4
|
1/27/2025 |
111
|
$230 M
|
| PING CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/27/2025 |
84
|
$410 M
|
| FOGEL CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/27/2025 |
41
|
$200 M
|
| Stratos Investment Management, LLC |
2024 Q4
|
1/27/2025 |
272
|
$1.7 B
|
| Stratos Wealth Advisors, LLC |
2024 Q4
|
1/27/2025 |
711
|
$2.1 B
|
| Stratos Wealth Partners, LTD. |
2024 Q4
|
1/27/2025 |
1,451
|
$7.1 B
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
1,920
|
$9.0 B
|
| Retirement Systems of Alabama |
2024 Q4
|
1/27/2025 |
941
|
$27 B
|
| PARAGON CAPITAL MANAGEMENT INC |
2024 Q4
|
1/27/2025 |
66
|
$130 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2024 Q4
|
1/27/2025 |
268
|
$260 M
|
| Sargent Investment Group, LLC |
2024 Q4
|
1/27/2025 |
236
|
$610 M
|
| GUIDANCE CAPITAL, INC |
2024 Q4
|
1/27/2025 |
192
|
$330 M
|
| HTG Investment Advisors, Inc. |
2024 Q4
|
1/27/2025 |
65
|
$220 M
|
| Old North State Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
113
|
$180 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2024 Q4
|
1/27/2025 |
84
|
$1.3 B
|
| Fusion Family Wealth LLC |
2024 Q4
|
1/27/2025 |
45
|
$1.1 B
|
| MAS Advisors LLC |
2024 Q4
|
1/27/2025 |
72
|
$60 M
|
| Cassia Capital Partners, LLC |
2024 Q4
|
1/27/2025 |
61
|
$160 M
|
| CarsonAllaria Wealth Management, Ltd. |
2024 Q4
|
1/27/2025 |
351
|
$170 M
|
| BEACON FINANCIAL PLANNING, INC |
2024 Q4
|
1/27/2025 |
48
|
$170 M
|
| 1858 WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
121
|
$130 M
|
| ARGA Investment Management, LP |
2024 Q4
|
1/27/2025 |
122
|
$3.1 B
|
| Avitas Wealth Management LLC |
2024 Q4
|
1/27/2025 |
190
|
$720 M
|
| BEACH INVESTMENT COUNSEL INC/PA |
2024 Q4
|
1/27/2025 |
120
|
$740 M
|
| RFG Holdings, Inc. |
2024 Q4
|
1/27/2025 |
57
|
$300 M
|
| Bay Harbor Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
181
|
$310 M
|
| Redwood Wealth Management Group, LLC |
2024 Q4
|
1/27/2025 |
159
|
$210 M
|
| Tanager Wealth Management LLP |
2024 Q4
|
1/27/2025 |
118
|
$770 M
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2024 Q4
|
1/27/2025 |
46
|
$170 M
|