| 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
|
| Financial Designs Corp |
2025 Q1
|
4/14/2025 |
20
|
$140 M
|
| McCarthy & Cox |
2025 Q1
|
4/14/2025 |
61
|
$230 M
|
| Sherman Asset Management, Inc. |
2025 Q1
|
4/14/2025 |
152
|
$100 M
|
| AHL INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/14/2025 |
68
|
$150 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2025 Q1
|
4/14/2025 |
53
|
$110 M
|
| Cabot-Wellington, LLC |
2025 Q1
|
4/14/2025 |
5
|
$270 M
|
| Single Point Partners, LLC |
2025 Q1
|
4/14/2025 |
87
|
$430 M
|
| Priebe Wealth Holdings LLC |
2025 Q1
|
4/14/2025 |
77
|
$160 M
|
| Abacus Planning Group, Inc. |
2025 Q1
|
4/14/2025 |
236
|
$570 M
|
| Compass Planning Associates Inc |
2025 Q1
|
4/14/2025 |
131
|
$99 M
|
| Tanglewood Wealth Management, Inc. |
2025 Q1
|
4/14/2025 |
36
|
$890 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2025 Q1
|
4/14/2025 |
22
|
$190 M
|
| Capital Investment Advisors, LLC |
2025 Q1
|
4/14/2025 |
682
|
$5.1 B
|
| Cedar Mountain Advisors, LLC |
2025 Q1
|
4/14/2025 |
353
|
$450 M
|
| BCS Wealth Management |
2025 Q1
|
4/14/2025 |
243
|
$390 M
|
| Pillar Financial Advisors, LLC |
2025 Q1
|
4/14/2025 |
111
|
$130 M
|
| Disciplined Equity Management, Inc. |
2025 Q1
|
4/14/2025 |
59
|
$140 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2025 Q1
|
4/14/2025 |
512
|
$5.2 B
|
| GoodHaven Capital Management, LLC |
2025 Q1
|
4/14/2025 |
25
|
$300 M
|
| 25 LLC |
2025 Q1
|
4/14/2025 |
59
|
$240 M
|
| CGC Financial Services, LLC |
2025 Q1
|
4/14/2025 |
337
|
$250 M
|
| Hickory Point Bank & Trust |
2025 Q1
|
4/14/2025 |
122
|
$110 M
|
| PFW Advisors LLC |
2025 Q1
|
4/14/2025 |
121
|
$320 M
|
| RV Capital AG |
2025 Q1
|
4/14/2025 |
11
|
$450 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2025 Q1
|
4/14/2025 |
113
|
$150 M
|