| DIVIDEND ASSETS CAPITAL, LLC |
2025 Q1
|
4/15/2025 |
142
|
$530 M
|
| Paragon Advisors, LLC |
2025 Q1
|
4/15/2025 |
85
|
$260 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2025 Q1
|
4/15/2025 |
223
|
$410 M
|
| Manitou Investment Management Ltd. |
2025 Q1
|
4/15/2025 |
66
|
$510 M
|
| SJS Investment Consulting Inc. |
2025 Q1
|
4/15/2025 |
1,893
|
$590 M
|
| Sonora Investment Management Group, LLC |
2025 Q1
|
4/15/2025 |
302
|
$1.3 B
|
| Ameliora Wealth Management Ltd. |
2025 Q1
|
4/15/2025 |
238
|
$270 M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2025 Q1
|
4/15/2025 |
677
|
$1.8 B
|
| Kingstone Capital Partners Texas, LLC |
2025 Q1
|
4/14/2025 |
52
|
$120 M
|
| Prairie Sky Financial Group LLC |
2025 Q1
|
4/14/2025 |
73
|
$170 M
|
| Crescent Sterling, Ltd. |
2025 Q1
|
4/14/2025 |
75
|
$98 M
|
| Ayrshire Capital Management LLC |
2025 Q1
|
4/14/2025 |
50
|
$210 M
|
| MADDEN SECURITIES Corp |
2025 Q1
|
4/14/2025 |
116
|
$260 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q1
|
4/14/2025 |
283
|
$460 M
|
| Accurate Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
374
|
$520 M
|
| Shira Ridge Wealth Management |
2025 Q1
|
4/14/2025 |
75
|
$200 M
|
| Attessa Capital LLC |
2025 Q1
|
4/14/2025 |
39
|
$150 M
|
| Michael A. Dubis Financial Planning, LLC |
2025 Q1
|
4/14/2025 |
45
|
$100 M
|
| COOPER INVESTORS PTY LTD |
2022 Q3 - NEW HOLDINGS
|
4/14/2025 |
41
|
$1.1 B
|
| Kanen Wealth Management LLC |
2025 Q1
|
4/14/2025 |
23
|
$250 M
|
| Simplicity Wealth,LLC |
2025 Q1
|
4/14/2025 |
561
|
$1.3 B
|
| WEST PACES ADVISORS INC. |
2025 Q1
|
4/14/2025 |
563
|
$440 M
|
| GAMMA Investing LLC |
2025 Q1 - RESTATEMENT
|
4/14/2025 |
3,793
|
$1.3 B
|
| Requisite Capital Management, LLC |
2025 Q1
|
4/14/2025 |
87
|
$440 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/14/2025 |
224
|
$570 M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q1
|
4/14/2025 |
281
|
$740 M
|
| TRUST CO OF OKLAHOMA |
2025 Q1
|
4/14/2025 |
179
|
$290 M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/14/2025 |
89
|
$990 M
|
| FIRST NATIONAL BANK SIOUX FALLS |
2025 Q1
|
4/14/2025 |
162
|
$250 M
|
| Wealthcare Advisory Partners LLC |
2025 Q1
|
4/14/2025 |
903
|
$3.7 B
|
| Sivia Capital Partners, LLC |
2025 Q1
|
4/14/2025 |
291
|
$210 M
|
| Sunflower Bank, N.A. |
2025 Q1
|
4/14/2025 |
188
|
$360 M
|
| Gemmer Asset Management LLC |
2025 Q1
|
4/14/2025 |
156
|
$1.0 B
|
| R.H. Dinel Investment Counsel, Inc. |
2025 Q1
|
4/14/2025 |
42
|
$150 M
|
| MENLO ADVISORS LLC |
2025 Q1
|
4/14/2025 |
27
|
$210 M
|
| REGATTA CAPITAL GROUP, LLC |
2025 Q1
|
4/14/2025 |
187
|
$520 M
|
| Parisi Gray Wealth Management |
2025 Q1
|
4/14/2025 |
110
|
$310 M
|
| Panoramic Capital Partners, LLC |
2025 Q1
|
4/14/2025 |
52
|
$97 M
|
| Objectivity Squared, LLC |
2025 Q1
|
4/14/2025 |
44
|
$120 M
|
| Octavia Wealth Advisors, LLC |
2025 Q1
|
4/14/2025 |
231
|
$820 M
|
| Bruce G. Allen Investments, LLC |
2025 Q1
|
4/14/2025 |
1,095
|
$130 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2025 Q1
|
4/14/2025 |
68
|
$120 M
|
| MIDLAND WEALTH ADVISORS LLC |
2025 Q1
|
4/14/2025 |
179
|
$1.7 B
|
| International Private Wealth Advisors LLC |
2025 Q1
|
4/14/2025 |
153
|
$100 M
|
| Investment Advisory Group, LLC |
2025 Q1
|
4/14/2025 |
168
|
$300 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2025 Q1
|
4/14/2025 |
78
|
$240 M
|
| Everest Management Corp. |
2025 Q1
|
4/14/2025 |
51
|
$110 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q1
|
4/14/2025 |
234
|
$530 M
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/14/2025 |
1,903
|
$8.6 B
|
| HARBOR CAPITAL ADVISORS, INC. |
2025 Q1
|
4/14/2025 |
1,407
|
$2.2 B
|
| TRUEFG, LLC |
2025 Q1
|
4/14/2025 |
50
|
$300 M
|
| Bridge City Capital, LLC |
2025 Q1
|
4/14/2025 |
105
|
$330 M
|
| Olstein Capital Management, L.P. |
2025 Q1
|
4/14/2025 |
98
|
$540 M
|
| Clarity Capital Advisors, LLC |
2025 Q1
|
4/14/2025 |
82
|
$150 M
|
| IMC-Chicago, LLC |
2025 Q1
|
4/14/2025 |
3,270
|
$180 B
|
| DAYMARK WEALTH PARTNERS, LLC |
2025 Q1
|
4/14/2025 |
498
|
$2.3 B
|
| CHICAGO TRUST Co NA |
2025 Q1
|
4/14/2025 |
638
|
$560 M
|
| Great Waters Wealth Management |
2025 Q1
|
4/14/2025 |
103
|
$720 M
|
| Gibson Capital, LLC |
2025 Q1
|
4/14/2025 |
114
|
$490 M
|
| Cardinal Capital Management, Inc. |
2025 Q1
|
4/14/2025 |
71
|
$2.9 B
|
| Northstar Advisory Group, LLC |
2025 Q1
|
4/14/2025 |
94
|
$150 M
|
| Pallas Capital Advisors LLC |
2025 Q1
|
4/14/2025 |
762
|
$2.4 B
|
| WFA Asset Management Corp |
2025 Q1
|
4/14/2025 |
235
|
$190 M
|
| Cetera Trust Company, N.A |
2025 Q1
|
4/14/2025 |
373
|
$160 M
|
| PFS Partners, LLC |
2025 Q1
|
4/14/2025 |
440
|
$190 M
|
| PATRICK M SWEENEY & ASSOCIATES, INC |
2025 Q1
|
4/14/2025 |
147
|
$130 M
|
| Farther Finance Advisors, LLC |
2025 Q1
|
4/14/2025 |
4,305
|
$3.9 B
|
| CITY HOLDING CO |
2025 Q1
|
4/14/2025 |
646
|
$710 M
|
| Millington Financial Advisors, LLC |
2025 Q1
|
4/14/2025 |
86
|
$160 M
|
| Rheos Capital Works Inc. |
2025 Q1
|
4/14/2025 |
67
|
$1.2 B
|
| Destiny Wealth Partners, LLC |
2025 Q1
|
4/14/2025 |
162
|
$630 M
|
| Deane Retirement Strategies, Inc. |
2025 Q1
|
4/14/2025 |
71
|
$210 M
|
| Range Financial Group LLC |
2025 Q1
|
4/14/2025 |
180
|
$230 M
|
| CJM Wealth Advisers, Ltd. |
2025 Q1
|
4/14/2025 |
67
|
$280 M
|
| Portside Wealth Group, LLC |
2025 Q1 - RESTATEMENT
|
4/14/2025 |
824
|
$610 M
|
| CMH Wealth Management LLC |
2025 Q1
|
4/14/2025 |
55
|
$400 M
|
| Moss Adams Wealth Advisors LLC |
2025 Q1
|
4/14/2025 |
367
|
$950 M
|
| Portside Wealth Group, LLC |
2024 Q4 - RESTATEMENT
|
4/14/2025 |
455
|
$600 M
|
| Wiser Wealth Management, Inc |
2025 Q1
|
4/14/2025 |
49
|
$360 M
|
| COURIER CAPITAL LLC |
2025 Q1
|
4/14/2025 |
373
|
$1.5 B
|
| Wela Strategies, Inc. |
2025 Q1
|
4/14/2025 |
64
|
$240 M
|
| Strategic Wealth Investment Group, LLC |
2025 Q1
|
4/14/2025 |
47
|
$57 M
|
| WESBANCO BANK INC |
2025 Q1
|
4/14/2025 |
1,199
|
$2.9 B
|
| Centricity Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
449
|
$110 M
|
| NewSquare Capital LLC |
2025 Q1
|
4/14/2025 |
1,178
|
$1.2 B
|
| Selective Wealth Management, Inc. |
2025 Q1
|
4/14/2025 |
104
|
$230 M
|
| Greystone Financial Group, LLC |
2025 Q1
|
4/14/2025 |
99
|
$550 M
|
| TOTH FINANCIAL ADVISORY CORP |
2025 Q1
|
4/14/2025 |
712
|
$830 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q1
|
4/14/2025 |
253
|
$1.4 B
|
| Shorepath Capital Management LLC |
2025 Q1
|
4/14/2025 |
23
|
$130 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2025 Q1
|
4/14/2025 |
50
|
$630 M
|
| Fenimore Asset Management Inc |
2025 Q1
|
4/14/2025 |
91
|
$4.7 B
|
| Vert Asset Management LLC |
2025 Q1
|
4/14/2025 |
45
|
$290 M
|
| Outlook Wealth Advisors, LLC |
2025 Q1
|
4/14/2025 |
262
|
$360 M
|
| Werlinich Asset Management, LLC |
2025 Q1
|
4/14/2025 |
59
|
$160 M
|
| Pillar Wealth Advisors, LLC |
2025 Q1
|
4/14/2025 |
1
|
$0
|
| BLACK POINT WEALTH MANAGEMENT |
2025 Q1
|
4/14/2025 |
13
|
$17 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/14/2025 |
73
|
$250 M
|
| McDonough Capital Management, Inc |
2025 Q1
|
4/14/2025 |
48
|
$150 M
|
| FIRST CITIZENS BANK & TRUST CO |
2025 Q1
|
4/14/2025 |
773
|
$3.9 B
|