| 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
|
| BANK HAPOALIM BM |
2024 Q4
|
1/27/2025 |
129
|
$620 M
|
| Boston Standard Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
47
|
$510 M
|
| Ninety One SA (PTY) Ltd |
2024 Q4
|
1/27/2025 |
74
|
$450 M
|
| Ninety One UK Ltd |
2024 Q4
|
1/27/2025 |
191
|
$37 B
|
| Ninety One North America, Inc. |
2024 Q4
|
1/27/2025 |
71
|
$1.6 B
|
| NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd |
2024 Q4
|
1/27/2025 |
3
|
$9.2 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2024 Q4
|
1/27/2025 |
238
|
$770 M
|
| MEMBERS CAPITAL ADVISORS INC |
2024 Q4
|
1/27/2025 |
29
|
$110 M
|
| Tranquilli Financial Advisor LLC |
2024 Q4
|
1/27/2025 |
108
|
$160 M
|
| Ashburton (Jersey) Ltd |
2024 Q3
|
1/27/2025 |
49
|
$280 M
|
| CenterStar Asset Management, LLC |
2024 Q4
|
1/27/2025 |
238
|
$290 M
|
| E. Ohman J:or Asset Management AB |
2024 Q4
|
1/27/2025 |
425
|
$4.3 B
|
| Optas, LLC |
2024 Q4
|
1/24/2025 |
867
|
$460 M
|
| MARSHALL FINANCIAL GROUP INC /ADV |
2024 Q4
|
1/24/2025 |
52
|
$330 M
|
| JP Wealth Management, Inc. |
2024 Q4
|
1/24/2025 |
16
|
$140 M
|
| GDS Wealth Management |
2024 Q4
|
1/24/2025 |
171
|
$1.1 B
|
| Conestoga Capital Advisors, LLC |
2024 Q4
|
1/24/2025 |
124
|
$7.5 B
|
| CULLINAN ASSOCIATES INC |
2024 Q4
|
1/24/2025 |
217
|
$1.6 B
|
| Tempus Wealth Planning, LLC |
2024 Q4
|
1/24/2025 |
247
|
$330 M
|
| WJ Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
74
|
$290 M
|
| Flavin Financial Services, Inc. |
2024 Q4
|
1/24/2025 |
68
|
$110 M
|
| Mokosak Advisory Group, LLC |
2024 Q4
|
1/24/2025 |
33
|
$330 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
2024 Q4
|
1/24/2025 |
38
|
$1.5 B
|
| Calamos Wealth Management LLC |
2024 Q4
|
1/24/2025 |
330
|
$2.0 B
|
| First Dallas Securities Inc. |
2024 Q4
|
1/24/2025 |
112
|
$250 M
|
| RBA Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
89
|
$260 M
|
| PATRON PARTNERS, LLC |
2024 Q4
|
1/24/2025 |
172
|
$180 M
|
| Grunden Financial Advisory, Inc. |
2024 Q4
|
1/24/2025 |
27
|
$210 M
|
| Calamos Advisors LLC |
2024 Q4
|
1/24/2025 |
1,059
|
$24 B
|
| Columbus Macro, LLC |
2024 Q4
|
1/24/2025 |
204
|
$720 M
|
| Dupree Financial Group, LLC |
2024 Q4
|
1/24/2025 |
65
|
$220 M
|
| Cornerstone Management, Inc. |
2024 Q4
|
1/24/2025 |
53
|
$520 M
|
| Clay Northam Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
92
|
$150 M
|
| CAAS CAPITAL MANAGEMENT LP |
2024 Q4
|
1/24/2025 |
358
|
$570 M
|
| Archer Investment Management, LLC |
2024 Q4
|
1/24/2025 |
58
|
$160 M
|
| abrdn plc |
2024 Q4
|
1/24/2025 |
1,875
|
$53 B
|
| Paul R. Ried Financial Group, LLC |
2024 Q4
|
1/24/2025 |
30
|
$140 M
|
| TRUST POINT INC. |
2024 Q4
|
1/24/2025 |
711
|
$1.4 B
|
| BLODGETT WEALTH ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
59
|
$130 M
|
| Matisse Capital |
2024 Q4
|
1/24/2025 |
197
|
$200 M
|
| E&G Advisors, LP |
2024 Q4
|
1/24/2025 |
216
|
$370 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
215
|
$360 M
|
| Alliance Wealth Advisors, LLC /UT |
2024 Q4
|
1/24/2025 |
257
|
$390 M
|
| F&V Capital Management, LLC |
2024 Q4
|
1/24/2025 |
56
|
$380 M
|
| GEN Financial Management, INC. |
2024 Q4
|
1/24/2025 |
56
|
$150 M
|
| CABANA LLC |
2024 Q4
|
1/24/2025 |
14
|
$20 M
|
| Baltimore-Washington Financial Advisors, Inc. |
2024 Q4
|
1/24/2025 |
153
|
$1.9 B
|
| Renaissance Capital LLC |
2024 Q4
|
1/24/2025 |
25
|
$150 M
|
| Vantage Point Financial LLC |
2024 Q4
|
1/24/2025 |
122
|
$190 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
228
|
$540 M
|
| Rheos Capital Works Inc. |
2024 Q4
|
1/24/2025 |
97
|
$1.8 B
|
| Holistic Planning, LLC |
2024 Q4
|
1/24/2025 |
220
|
$280 M
|
| Hodges Capital Management Inc. |
2024 Q4
|
1/24/2025 |
210
|
$1.7 B
|
| Boston Trust Walden Corp |
2024 Q4
|
1/24/2025 |
594
|
$14 B
|
| EQ WEALTH ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
50
|
$100 M
|
| Revolution Growth Management Company, Inc. |
2024 Q4
|
1/24/2025 |
1
|
$120 M
|
| Level Wealth Management LLC |
2024 Q4 - RESTATEMENT
|
1/24/2025 |
53
|
$140 M
|
| Financial Life Planners |
2024 Q4
|
1/24/2025 |
411
|
$120 M
|
| JENNISON ASSOCIATES LLC |
2024 Q4
|
1/24/2025 |
801
|
$160 B
|
| WEALTHSPAN PARTNERS, LLC |
2024 Q4
|
1/24/2025 |
109
|
$210 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2024 Q4
|
1/24/2025 |
308
|
$310 M
|
| One Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
250
|
$670 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2024 Q4
|
1/24/2025 |
66
|
$120 M
|
| Leisure Capital Management |
2024 Q4
|
1/24/2025 |
141
|
$260 M
|
| McNamara Financial Services, Inc. |
2024 Q4
|
1/24/2025 |
70
|
$430 M
|
| Leading Edge Financial Planning LLC |
2024 Q4
|
1/24/2025 |
57
|
$300 M
|
| HFG Advisors, Inc. |
2024 Q4
|
1/24/2025 |
93
|
$110 M
|
| PRUDENT INVESTORS NETWORK, INC. |
2024 Q4
|
1/24/2025 |
58
|
$340 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
73
|
$120 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2024 Q4
|
1/24/2025 |
137
|
$340 M
|
| Rice Partnership, LLC |
2024 Q4
|
1/24/2025 |
168
|
$530 M
|
| Financial Strategies Group, Inc. |
2024 Q4
|
1/24/2025 |
96
|
$420 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/24/2025 |
153
|
$250 M
|
| Fiduciary Planning LLC |
2024 Q4
|
1/24/2025 |
75
|
$310 M
|
| Asset Management Advisors, LLC |
2024 Q4
|
1/24/2025 |
15
|
$140 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2024 Q4
|
1/24/2025 |
85
|
$140 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2024 Q4
|
1/24/2025 |
42
|
$3.5 B
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q4
|
1/24/2025 |
80
|
$180 M
|
| Resonant Capital Advisors, LLC |
2024 Q4
|
1/24/2025 |
345
|
$1.4 B
|
| Brentview Investment Management LLC |
2024 Q4
|
1/24/2025 |
41
|
$180 M
|
| Financial Partners Group, Inc |
2024 Q4
|
1/24/2025 |
182
|
$690 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
118
|
$150 M
|
| Catalina Capital Group, LLC |
2024 Q4
|
1/24/2025 |
368
|
$300 M
|
| S.A. Mason LLC |
2024 Q4
|
1/24/2025 |
342
|
$190 M
|
| LS Investment Advisors, LLC |
2024 Q4
|
1/24/2025 |
134
|
$680 M
|
| JB Capital LLC |
2024 Q4
|
1/24/2025 |
223
|
$1.8 B
|
| Princeton Global Asset Management LLC |
2024 Q4
|
1/24/2025 |
658
|
$530 M
|
| Oregon Pacific Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
125
|
$100 M
|
| Chicago Capital, LLC |
2024 Q4
|
1/24/2025 |
318
|
$3.8 B
|
| Rosenthal | Henry Capital Advisors, Inc. |
2024 Q4
|
1/24/2025 |
42
|
$110 M
|
| MEANS INVESTMENT CO., INC. |
2024 Q4
|
1/24/2025 |
206
|
$960 M
|
| ABNER HERRMAN & BROCK LLC |
2024 Q4
|
1/24/2025 |
52
|
$800 M
|
| OAK FAMILY ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
126
|
$280 M
|