| Ledgewood Wealth Advisors, LLC |
2024 Q1
|
4/15/2025 |
61
|
$110 M
|
| Ledgewood Wealth Advisors, LLC |
2024 Q2
|
4/15/2025 |
60
|
$120 M
|
| Skyline Advisors, Inc. |
2025 Q1
|
4/15/2025 |
88
|
$250 M
|
| San Luis Wealth Advisors LLC |
2025 Q1
|
4/15/2025 |
144
|
$530 M
|
| Alpha Omega Wealth Management LLC |
2025 Q1
|
4/15/2025 |
202
|
$520 M
|
| Cohen Klingenstein LLC |
2025 Q1
|
4/15/2025 |
208
|
$2.8 B
|
| Capital Advisory Group Advisory Services, LLC |
2025 Q1
|
4/15/2025 |
174
|
$260 M
|
| Millburn Ridgefield LLC /DE/ |
2025 Q1
|
4/15/2025 |
49
|
$4.1 B
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q1
|
4/15/2025 |
32
|
$1.2 B
|
| Paladin Advisory Group, LLC |
2025 Q1
|
4/15/2025 |
229
|
$120 M
|
| Zhang Financial LLC |
2025 Q1
|
4/15/2025 |
301
|
$1.9 B
|
| Exchange Bank |
2025 Q1
|
4/15/2025 |
181
|
$120 M
|
| COERENTE CAPITAL MANAGEMENT |
2025 Q1
|
4/15/2025 |
38
|
$510 M
|
| NewGen Asset Management Ltd |
2025 Q1
|
4/15/2025 |
30
|
$150 M
|
| 1623 Capital LLC |
2025 Q1
|
4/15/2025 |
1
|
$0
|
| Noble Wealth Management PBC |
2025 Q1
|
4/15/2025 |
498
|
$150 M
|
| Ulland Investment Advisors, LLC |
2025 Q1
|
4/15/2025 |
225
|
$120 M
|
| Flywheel Private Wealth LLC |
2025 Q1
|
4/15/2025 |
82
|
$110 M
|
| Baker Ellis Asset Management LLC |
2025 Q1
|
4/15/2025 |
221
|
$690 M
|
| Chris Bulman Inc |
2025 Q1
|
4/15/2025 |
121
|
$160 M
|
| Magnolia Private Wealth, LLC |
2025 Q1
|
4/15/2025 |
110
|
$120 M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/15/2025 |
491
|
$670 M
|
| Investment Partners Asset Management, Inc. |
2025 Q1
|
4/15/2025 |
147
|
$130 M
|
| McKinley Carter Wealth Services, Inc. |
2025 Q1
|
4/15/2025 |
303
|
$1.6 B
|
| Trinity Financial Advisors LLC |
2025 Q1
|
4/15/2025 |
88
|
$280 M
|
| Laurel Wealth Advisors LLC |
2025 Q1
|
4/15/2025 |
696
|
$640 M
|
| Christian Investment Advisors, Inc. |
2025 Q1
|
4/15/2025 |
12
|
$140 M
|
| Transform Wealth, LLC |
2025 Q1
|
4/15/2025 |
242
|
$1.7 B
|
| Mainsail Financial Group, LLC |
2025 Q1
|
4/15/2025 |
49
|
$180 M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2025 Q1
|
4/15/2025 |
48
|
$160 M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q1
|
4/15/2025 |
172
|
$520 M
|
| Ironwood Financial, llc |
2025 Q1
|
4/15/2025 |
160
|
$470 M
|
| Eagle Capital Management, LLC |
2025 Q1
|
4/15/2025 |
40
|
$230 M
|
| Traction Financial Partners, LLC |
2025 Q1
|
4/15/2025 |
52
|
$130 M
|
| FIDUCIARY ADVISORS, INC. |
2025 Q1
|
4/15/2025 |
95
|
$100 M
|
| Bard Financial Services, Inc. |
2025 Q1
|
4/15/2025 |
209
|
$820 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2025 Q1
|
4/15/2025 |
180
|
$2.1 B
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q1
|
4/15/2025 |
107
|
$460 M
|
| Focus Financial Network, Inc. |
2025 Q1
|
4/15/2025 |
684
|
$2.4 B
|
| InTrack Investment Management Inc |
2025 Q1
|
4/15/2025 |
90
|
$110 M
|
| Rubicon Global Capital Ltd |
2025 Q1
|
4/15/2025 |
10
|
$290 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/15/2025 |
221
|
$2.6 B
|
| Martin Capital Partners, LLC |
2025 Q1
|
4/15/2025 |
58
|
$84 M
|
| EdgeRock Capital LLC |
2025 Q1
|
4/15/2025 |
68
|
$140 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2025 Q1
|
4/15/2025 |
87
|
$160 M
|
| Ellenbecker Investment Group |
2025 Q1
|
4/15/2025 |
112
|
$560 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q1
|
4/15/2025 |
34
|
$120 M
|
| Charis Legacy Partners, LLC |
2025 Q1
|
4/15/2025 |
26
|
$53 M
|
| USA FINANCIAL FORMULAS |
2025 Q1
|
4/15/2025 |
274
|
$610 M
|
| My Legacy Advisors, LLC |
2025 Q1
|
4/15/2025 |
205
|
$260 M
|
| Curbstone Financial Management Corp |
2025 Q1
|
4/15/2025 |
192
|
$470 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2025 Q1
|
4/15/2025 |
185
|
$480 M
|
| Redhawk Wealth Advisors, Inc. |
2025 Q1
|
4/15/2025 |
294
|
$740 M
|
| Alhambra Investment Management LLC |
2025 Q1
|
4/15/2025 |
163
|
$190 M
|
| Strategic Equity Management |
2025 Q1
|
4/15/2025 |
59
|
$240 M
|
| CX Institutional |
2025 Q1
|
4/15/2025 |
1,202
|
$2.6 B
|
| COLUMBIA ADVISORY PARTNERS LLC |
2025 Q1
|
4/15/2025 |
72
|
$120 M
|
| State Insurance Fund |
2025 Q1
|
4/15/2025 |
1
|
$190 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/15/2025 |
76
|
$540 M
|
| Latko Wealth Management, Ltd. |
2025 Q1
|
4/15/2025 |
27
|
$150 M
|
| Kozak & Associates, Inc. |
2025 Q1
|
4/15/2025 |
461
|
$400 M
|
| MV CAPITAL MANAGEMENT, INC. |
2025 Q1
|
4/15/2025 |
1,065
|
$930 M
|
| Michael S. Ryan, Inc. |
2025 Q1
|
4/15/2025 |
45
|
$140 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q1
|
4/15/2025 |
115
|
$360 M
|
| Assenagon Asset Management S.A. |
2025 Q1
|
4/15/2025 |
1,144
|
$60 B
|
| Rockingstone Advisors LLC |
2025 Q1
|
4/15/2025 |
101
|
$220 M
|
| OAK FAMILY ADVISORS, LLC |
2025 Q1
|
4/15/2025 |
107
|
$300 M
|
| BancFirst Trust & Investment Management |
2025 Q1
|
4/15/2025 |
52
|
$200 M
|
| Orgel Wealth Management, LLC |
2025 Q1
|
4/15/2025 |
81
|
$3.8 B
|
| ATWOOD & PALMER INC |
2025 Q1
|
4/15/2025 |
441
|
$1.4 B
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2025 Q1
|
4/15/2025 |
151
|
$260 M
|
| Handelsbanken Fonder AB |
2025 Q1
|
4/15/2025 |
1,527
|
$24 B
|
| Gibson Capital, LLC |
2025 Q1 - RESTATEMENT
|
4/15/2025 |
118
|
$480 M
|
| Terra Alpha Investments LLC |
2025 Q1
|
4/15/2025 |
33
|
$92 M
|
| William Marsh Rice University |
2024 Q4 - NEW HOLDINGS
|
4/15/2025 |
1
|
$130 M
|
| Collier Financial |
2025 Q1
|
4/15/2025 |
126
|
$120 M
|
| BFI Infinity Ltd. |
2025 Q1
|
4/15/2025 |
53
|
$93 M
|
| Sanibel Captiva Trust Company, Inc. |
2025 Q1
|
4/15/2025 |
674
|
$3.1 B
|
| PETREDIS INVESTMENT ADVISORS LLC |
2025 Q1
|
4/15/2025 |
100
|
$960 M
|
| Nepsis Inc. |
2025 Q1
|
4/15/2025 |
29
|
$410 M
|
| William Marsh Rice University |
2025 Q1
|
4/15/2025 |
3
|
$240 M
|
| Corrigan Financial, Inc. |
2025 Q1
|
4/15/2025 |
56
|
$490 M
|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
2025 Q1
|
4/15/2025 |
3
|
$170 M
|
| Avanza Fonder AB |
2025 Q1
|
4/15/2025 |
832
|
$3.0 B
|
| Abacus FCF Advisors LLC |
2025 Q1
|
4/15/2025 |
82
|
$640 M
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2025 Q1
|
4/15/2025 |
432
|
$1.8 B
|
| Walker Asset Management, LLC |
2025 Q1
|
4/15/2025 |
139
|
$160 M
|
| IBEX WEALTH ADVISORS |
2025 Q1
|
4/15/2025 |
122
|
$760 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2025 Q1
|
4/15/2025 |
138
|
$340 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2025 Q1
|
4/15/2025 |
166
|
$1.4 B
|
| Integrated Advisors Network LLC |
2025 Q1
|
4/15/2025 |
710
|
$2.0 B
|
| Sarasin & Partners LLP |
2025 Q1 - RESTATEMENT
|
4/15/2025 |
81
|
$9.2 B
|
| Trueblood Wealth Management, LLC |
2025 Q1
|
4/15/2025 |
235
|
$220 M
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
2025 Q1
|
4/15/2025 |
154
|
$310 M
|
| Ipsen Advisor Group LLC |
2025 Q1
|
4/15/2025 |
93
|
$120 M
|
| Vestment Financial LLC |
2025 Q1
|
4/15/2025 |
38
|
$140 M
|
| SG Americas Securities, LLC |
2025 Q1
|
4/15/2025 |
3,447
|
$30 B
|
| Financial Council, LLC |
2025 Q1
|
4/15/2025 |
87
|
$190 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2025 Q1
|
4/15/2025 |
153
|
$260 M
|
| Curated Wealth Partners LLC |
2025 Q1
|
4/15/2025 |
289
|
$770 M
|