| Lynch Asset Management, Inc. |
2024 Q4
|
1/24/2025 |
42
|
$250 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2024 Q4
|
1/24/2025 |
121
|
$780 M
|
| GW HENSSLER & ASSOCIATES LTD |
2024 Q4
|
1/24/2025 |
185
|
$1.7 B
|
| MilWealth Group LLC |
2024 Q4
|
1/24/2025 |
97
|
$370 M
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
23
|
$310 M
|
| Baskin Financial Services Inc. |
2024 Q4
|
1/24/2025 |
49
|
$1.3 B
|
| Sequent Asset Management, LLC |
2024 Q4
|
1/24/2025 |
86
|
$200 M
|
| HHM Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
1,021
|
$740 M
|
| Burford Brothers, Inc. |
2024 Q4
|
1/24/2025 |
156
|
$200 M
|
| Cook Wealth, LLC |
2024 Q4
|
1/24/2025 |
55
|
$210 M
|
| Willis Investment Counsel |
2024 Q4
|
1/24/2025 |
116
|
$1.5 B
|
| CFM WEALTH PARTNERS LLC |
2024 Q4
|
1/24/2025 |
139
|
$590 M
|
| CCG WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
69
|
$180 M
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2024 Q4
|
1/24/2025 |
97
|
$290 M
|
| JGP Global Gestao de Recursos Ltda. |
2024 Q4
|
1/24/2025 |
40
|
$44 M
|
| STOCK YARDS BANK & TRUST CO |
2024 Q4
|
1/24/2025 |
637
|
$2.9 B
|
| ALTERNA WEALTH MANAGEMENT, INC |
2024 Q4
|
1/24/2025 |
103
|
$120 M
|
| GPS Wealth Strategies Group, LLC |
2024 Q4
|
1/24/2025 |
1,378
|
$780 M
|
| Horst & Graben Wealth Management LLC |
2024 Q4
|
1/24/2025 |
155
|
$560 M
|
| Sunesis Advisors, LLC |
2024 Q4
|
1/24/2025 |
40
|
$160 M
|
| Level Wealth Management LLC |
2024 Q4
|
1/24/2025 |
53
|
$140 M
|
| Tanglewood Wealth Management, Inc. |
2024 Q4
|
1/24/2025 |
34
|
$870 M
|
| WASHINGTON UNIVERSITY |
2024 Q4
|
1/24/2025 |
3
|
$120 M
|
| Western Pacific Wealth Management, LP |
2024 Q4
|
1/24/2025 |
209
|
$120 M
|
| Leverty Financial Group, LLC |
2024 Q4
|
1/24/2025 |
38
|
$200 M
|
| SkyOak Wealth, LLC |
2024 Q4
|
1/24/2025 |
255
|
$470 M
|
| McAdam, LLC |
2024 Q4
|
1/24/2025 |
354
|
$1.8 B
|
| Riggs Asset Managment Co. Inc. |
2024 Q4
|
1/24/2025 |
642
|
$370 M
|
| Red Tortoise LLC |
2024 Q4
|
1/24/2025 |
642
|
$190 M
|
| CGC Financial Services, LLC |
2024 Q4
|
1/24/2025 |
345
|
$250 M
|
| CENTRAL TRUST Co |
2024 Q4
|
1/24/2025 |
2,015
|
$4.1 B
|
| VALLEY NATIONAL ADVISERS INC |
2024 Q4
|
1/24/2025 |
894
|
$560 M
|
| LB Partners LLC |
2024 Q4
|
1/24/2025 |
21
|
$130 M
|
| Citadel Investment Advisory, Inc. |
2024 Q4
|
1/24/2025 |
82
|
$190 M
|
| Jacobsen Capital Management |
2024 Q4
|
1/24/2025 |
95
|
$230 M
|
| WFA Asset Management Corp |
2024 Q4
|
1/24/2025 |
224
|
$180 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/24/2025 |
22
|
$200 M
|
| U.S. Capital Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
815
|
$3.2 B
|
| GREENLEAF TRUST |
2024 Q4
|
1/24/2025 |
806
|
$11 B
|
| Dougherty Wealth Advisers LLC |
2024 Q4
|
1/24/2025 |
109
|
$130 M
|
| Golden State Equity Partners |
2024 Q4
|
1/24/2025 |
432
|
$520 M
|
| Copeland Capital Management, LLC |
2024 Q4
|
1/24/2025 |
470
|
$5.4 B
|
| ASSET PLANNING CORPORATION |
2024 Q4
|
1/24/2025 |
42
|
$160 M
|
| Avantra Family Wealth, Inc. |
2024 Q4
|
1/24/2025 |
152
|
$110 M
|
| Berry Wealth Group, LP |
2024 Q4
|
1/24/2025 |
96
|
$140 M
|
| Pacific Sage Partners, LLC |
2024 Q4
|
1/24/2025 |
105
|
$440 M
|
| Round Rock Advisors, LLC |
2024 Q4
|
1/24/2025 |
217
|
$490 M
|
| Lunt Capital Management, Inc. |
2024 Q4
|
1/24/2025 |
82
|
$260 M
|
| SUTTON PLACE INVESTORS LLC |
2024 Q4
|
1/24/2025 |
129
|
$170 M
|
| River Street Advisors LLC |
2024 Q4
|
1/24/2025 |
217
|
$200 M
|
| Great Point Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
57
|
$460 M
|
| MA Private Wealth |
2024 Q4
|
1/24/2025 |
72
|
$530 M
|
| Cross Staff Investments Inc |
2024 Q4
|
1/24/2025 |
122
|
$140 M
|
| Nadler Financial Group, Inc. |
2024 Q4
|
1/24/2025 |
128
|
$950 M
|
| Financial Futures Ltd Liability Co. |
2024 Q4
|
1/24/2025 |
54
|
$180 M
|
| Spire Wealth Management |
2024 Q4
|
1/24/2025 |
2,443
|
$3.2 B
|
| Riverstone Advisors, LLC |
2024 Q4
|
1/24/2025 |
53
|
$180 M
|
| Eagle Bluffs Wealth Management LLC |
2024 Q4
|
1/24/2025 |
74
|
$190 M
|
| Compass Advisory Group LLC |
2024 Q4
|
1/24/2025 |
73
|
$280 M
|
| Bluesphere Advisors, LLC |
2024 Q4
|
1/24/2025 |
106
|
$200 M
|
| PBMares Wealth Management LLC |
2024 Q4
|
1/24/2025 |
194
|
$490 M
|
| Five Oceans Advisors |
2024 Q4
|
1/24/2025 |
177
|
$220 M
|
| JOURNEY STRATEGIC WEALTH LLC |
2024 Q4
|
1/24/2025 |
1,656
|
$2.7 B
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
218
|
$1.7 B
|
| RICHARDSON FINANCIAL SERVICES INC. |
2024 Q4
|
1/24/2025 |
1,208
|
$140 M
|
| Sylvest Advisors, LLC |
2024 Q4
|
1/24/2025 |
74
|
$160 M
|
| SYM FINANCIAL Corp |
2024 Q4
|
1/24/2025 |
333
|
$770 M
|
| DAVENPORT & Co LLC |
2024 Q4
|
1/24/2025 |
1,149
|
$18 B
|
| CAPITAL INSIGHT PARTNERS, LLC |
2024 Q4
|
1/24/2025 |
156
|
$580 M
|
| Inlet Private Wealth, LLC |
2024 Q4
|
1/24/2025 |
125
|
$380 M
|
| COERENTE CAPITAL MANAGEMENT |
2024 Q4
|
1/24/2025 |
42
|
$540 M
|
| Symphony Financial, Ltd. Co. |
2024 Q4
|
1/24/2025 |
222
|
$640 M
|
| Costello Asset Management, INC |
2024 Q4
|
1/24/2025 |
188
|
$150 M
|
| My Personal CFO, LLC |
2024 Q4
|
1/24/2025 |
88
|
$200 M
|
| STABLEFORD CAPITAL II LLC |
2024 Q4
|
1/24/2025 |
125
|
$250 M
|
| Precision Wealth Strategies, LLC |
2024 Q4
|
1/24/2025 |
109
|
$130 M
|
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. |
2024 Q4
|
1/24/2025 |
1
|
$97 M
|
| Clearview Wealth Advisors LLC |
2024 Q4
|
1/24/2025 |
95
|
$130 M
|
| CIBC Capital Markets (Europe) S.A. |
2024 Q4
|
1/24/2025 |
10
|
$73 M
|
| TRITONPOINT WEALTH, LLC |
2024 Q4
|
1/24/2025 |
332
|
$1.1 B
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2024 Q4
|
1/24/2025 |
171
|
$1.7 B
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
73
|
$570 M
|
| Q3 Asset Management |
2024 Q4
|
1/24/2025 |
47
|
$160 M
|
| Svenska Handelsbanken AB (publ) |
2024 Q4
|
1/24/2025 |
2
|
$620.00
|
| Comprehensive Financial Consultants Institutional, Inc. |
2024 Q4
|
1/24/2025 |
166
|
$270 M
|
| Yoder Wealth Management, Inc. |
2024 Q4
|
1/24/2025 |
110
|
$180 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2024 Q4
|
1/24/2025 |
572
|
$2.8 B
|
| Haven Global Partners, LLC |
2024 Q4
|
1/24/2025 |
10
|
$110 M
|
| Boit C F David |
2024 Q4
|
1/24/2025 |
128
|
$250 M
|
| Abundance Wealth Counselors |
2024 Q4
|
1/24/2025 |
141
|
$460 M
|
| Brio Consultants, LLC |
2024 Q4
|
1/24/2025 |
115
|
$640 M
|
| Independence Bank of Kentucky |
2024 Q4
|
1/24/2025 |
623
|
$650 M
|
| Aquamarine Zurich AG |
2024 Q4
|
1/24/2025 |
14
|
$290 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2024 Q4
|
1/23/2025 |
17
|
$91 M
|
| Five Pine Wealth Management |
2024 Q4
|
1/23/2025 |
40
|
$120 M
|
| Laurus Investment Counsel Inc. |
2024 Q4
|
1/23/2025 |
44
|
$280 M
|
| Litman Gregory Wealth Management LLC |
2024 Q4
|
1/23/2025 |
136
|
$1.2 B
|
| China Universal Asset Management Co., Ltd. |
2024 Q4
|
1/23/2025 |
496
|
$1.1 B
|
| Alpha Omega Wealth Management LLC |
2024 Q4
|
1/23/2025 |
201
|
$530 M
|
| OFC FINANCIAL PLANNING, LLC |
2024 Q4
|
1/23/2025 |
52
|
$95 M
|