| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2024 Q1
|
4/23/2024 |
666
|
$10 B
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
2024 Q1
|
4/23/2024 |
323
|
$570 M
|
| CIGNA INVESTMENTS INC /NEW |
2024 Q1
|
4/23/2024 |
463
|
$530 M
|
| SEVEN GRAND MANAGERS, LLC |
2024 Q1
|
4/23/2024 |
44
|
$200 M
|
| Hunter Perkins Capital Management, LLC |
2024 Q1
|
4/23/2024 |
106
|
$490 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2024 Q1
|
4/23/2024 |
1,119
|
$170 M
|
| IRON Financial LLC |
2024 Q1
|
4/23/2024 |
98
|
$180 M
|
| Meredith Wealth Planning |
2024 Q1
|
4/23/2024 |
41
|
$180 M
|
| DUPONT CAPITAL MANAGEMENT CORP |
2024 Q1
|
4/23/2024 |
159
|
$1.2 B
|
| Leverty Financial Group, LLC |
2024 Q1
|
4/23/2024 |
33
|
$170 M
|
| Summit Trail Advisors, LLC |
2024 Q1
|
4/23/2024 |
613
|
$3.8 B
|
| Principle Wealth Partners LLC |
2024 Q1 - RESTATEMENT
|
4/23/2024 |
344
|
$1.3 B
|
| WARNER FINANCIAL, INC |
2024 Q1
|
4/23/2024 |
108
|
$200 M
|
| Stablepoint Partners, LLC |
2024 Q1
|
4/23/2024 |
233
|
$490 M
|
| REGATTA CAPITAL GROUP, LLC |
2024 Q1
|
4/23/2024 |
184
|
$440 M
|
| Applied Capital LLC |
2024 Q1
|
4/23/2024 |
39
|
$170 M
|
| DUNCKER STREETT & CO INC |
2024 Q1
|
4/23/2024 |
477
|
$510 M
|
| Principle Wealth Partners LLC |
2024 Q1
|
4/23/2024 |
344
|
$1.3 B
|
| PETRA FINANCIAL ADVISORS INC |
2024 Q1
|
4/23/2024 |
125
|
$140 M
|
| Clio Asset Management LLC |
2024 Q1
|
4/23/2024 |
12
|
$140 M
|
| Strategic Blueprint, LLC |
2024 Q1
|
4/23/2024 |
607
|
$1.4 B
|
| KLR INVESTMENT ADVISORS, LLC |
2024 Q1
|
4/23/2024 |
185
|
$140 M
|
| ForthRight Wealth Management, LLC |
2024 Q1
|
4/23/2024 |
66
|
$280 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2024 Q1
|
4/23/2024 |
195
|
$140 M
|
| ERTS Wealth Advisors, LLC |
2024 Q1
|
4/23/2024 |
88
|
$490 M
|
| Sugarloaf Wealth Management, LLC |
2024 Q1
|
4/23/2024 |
675
|
$480 M
|
| Bouchey Financial Group Ltd |
2024 Q1
|
4/23/2024 |
149
|
$1.0 B
|
| TrueWealth Advisors, LLC |
2024 Q1
|
4/23/2024 |
208
|
$260 M
|
| Bluesphere Advisors, LLC |
2024 Q1
|
4/23/2024 |
93
|
$180 M
|
| Tyche Wealth Partners LLC |
2024 Q1
|
4/23/2024 |
281
|
$410 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2024 Q1 - RESTATEMENT
|
4/23/2024 |
42
|
$59 M
|
| Oldfield Partners LLP |
2024 Q1
|
4/23/2024 |
30
|
$740 M
|
| FIFTH THIRD BANCORP |
2024 Q1
|
4/23/2024 |
2,360
|
$26 B
|
| WESBANCO BANK INC |
2024 Q1
|
4/23/2024 |
1,114
|
$2.7 B
|
| McAdam, LLC |
2024 Q1
|
4/23/2024 |
302
|
$1.6 B
|
| Values First Advisors, Inc. |
2024 Q1
|
4/23/2024 |
214
|
$170 M
|
| AMS Capital Ltda |
2024 Q1
|
4/23/2024 |
19
|
$360 M
|
| VALICENTI ADVISORY SERVICES INC |
2024 Q1
|
4/23/2024 |
81
|
$360 M
|
| Wagner Wealth Management, LLC |
2024 Q1
|
4/23/2024 |
248
|
$330 M
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2024 Q1
|
4/23/2024 |
263
|
$1.2 B
|
| Sterling Manor Financial, LLC |
2024 Q1
|
4/23/2024 |
26
|
$130 M
|
| Upper Left Wealth Management, LLC |
2024 Q1
|
4/23/2024 |
57
|
$110 M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2024 Q1
|
4/23/2024 |
702
|
$1.2 B
|
| Fortune Financial Advisors, LLC |
2024 Q1
|
4/23/2024 |
130
|
$160 M
|
| B&I Capital AG |
2024 Q1
|
4/23/2024 |
25
|
$320 M
|
| WT Asset Management Ltd |
2024 Q1
|
4/22/2024 |
30
|
$990 M
|
| MGB Wealth Management, LLC |
2023 Q4
|
4/22/2024 |
259
|
$200 M
|
| TAP Consulting, LLC |
2024 Q1
|
4/22/2024 |
152
|
$450 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2024 Q1
|
4/22/2024 |
94
|
$220 M
|
| Armstrong, Fleming & Moore, Inc |
2024 Q1
|
4/22/2024 |
92
|
$140 M
|
| FirstPurpose Wealth LLC |
2023 Q4
|
4/22/2024 |
212
|
$260 M
|
| Walter Public Investments Inc. |
2024 Q1
|
4/22/2024 |
42
|
$510 M
|
| Eagle Strategies LLC |
2024 Q1
|
4/22/2024 |
265
|
$450 M
|
| Family Capital Management, Inc. |
2024 Q1
|
4/22/2024 |
70
|
$140 M
|
| Total Clarity Wealth Management, Inc. |
2024 Q1
|
4/22/2024 |
268
|
$290 M
|
| Tennessee Valley Asset Management Partners |
2024 Q1
|
4/22/2024 |
128
|
$410 M
|
| ODonnell Financial Services, LLC |
2024 Q1
|
4/22/2024 |
39
|
$220 M
|
| Bennett Associates Wealth Management |
2024 Q1
|
4/22/2024 |
38
|
$110 M
|
| Ashton Thomas Private Wealth, LLC |
2023 Q2
|
4/22/2024 |
574
|
$1.3 B
|
| Legal Advantage Investments, Inc. |
2024 Q1
|
4/22/2024 |
104
|
$180 M
|
| OmniStar Financial Group, Inc. |
2024 Q1
|
4/22/2024 |
115
|
$110 M
|
| FINANCIAL CONSULATE, INC |
2024 Q1
|
4/22/2024 |
40
|
$340 M
|
| SimpliFi, Inc. |
2024 Q1
|
4/22/2024 |
38
|
$220 M
|
| Peak Financial Management, Inc. |
2024 Q1
|
4/22/2024 |
96
|
$320 M
|
| BENDER ROBERT & ASSOCIATES |
2024 Q1
|
4/22/2024 |
43
|
$430 M
|
| Alpha Cubed Investments, LLC |
2024 Q1
|
4/22/2024 |
295
|
$1.9 B
|
| Walkner Condon Financial Advisors LLC |
2024 Q1
|
4/22/2024 |
266
|
$470 M
|
| FirstPurpose Wealth LLC |
2024 Q1
|
4/22/2024 |
209
|
$280 M
|
| CALIBER WEALTH MANAGEMENT, LLC |
2023 Q4
|
4/22/2024 |
55
|
$170 M
|
| Blossom Wealth Management |
2024 Q1
|
4/22/2024 |
62
|
$42 M
|
| Retireful, LLC |
2024 Q1
|
4/22/2024 |
90
|
$240 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
2024 Q1
|
4/22/2024 |
87
|
$410 M
|
| Parker Financial LLC |
2024 Q1
|
4/22/2024 |
46
|
$180 M
|
| Main Street Financial Solutions, LLC |
2024 Q1
|
4/22/2024 |
529
|
$940 M
|
| BLODGETT WEALTH ADVISORS, LLC |
2024 Q1
|
4/22/2024 |
64
|
$110 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2024 Q1
|
4/22/2024 |
89
|
$220 M
|
| Shepherd Financial Partners LLC |
2024 Q1
|
4/22/2024 |
215
|
$760 M
|
| CGC Financial Services, LLC |
2024 Q1
|
4/22/2024 |
360
|
$190 M
|
| Ashton Thomas Private Wealth, LLC |
2023 Q1
|
4/22/2024 |
495
|
$1.1 B
|
| Strategic Investment Advisors / MI |
2024 Q1
|
4/22/2024 |
241
|
$780 M
|
| Fee-Only Financial Planning, L.C. |
2023 Q3 - RESTATEMENT
|
4/22/2024 |
40
|
$120 M
|
| Fee-Only Financial Planning, L.C. |
2023 Q2 - RESTATEMENT
|
4/22/2024 |
43
|
$130 M
|
| Accurate Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
288
|
$340 M
|
| 4J Wealth Management LLC |
2024 Q1
|
4/22/2024 |
87
|
$120 M
|
| Planning Center, Inc. |
2024 Q1
|
4/22/2024 |
58
|
$460 M
|
| BANK OF STOCKTON |
2024 Q1
|
4/22/2024 |
139
|
$320 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2024 Q1
|
4/22/2024 |
226
|
$390 M
|
| Revisor Wealth Management LLC |
2024 Q1
|
4/22/2024 |
188
|
$220 M
|
| Deane Retirement Strategies, Inc. |
2023 Q1 - RESTATEMENT
|
4/22/2024 |
69
|
$180 M
|
| Deane Retirement Strategies, Inc. |
2023 Q2 - RESTATEMENT
|
4/22/2024 |
64
|
$180 M
|
| Deane Retirement Strategies, Inc. |
2023 Q3 - RESTATEMENT
|
4/22/2024 |
56
|
$180 M
|
| Fee-Only Financial Planning, L.C. |
2023 Q1 - RESTATEMENT
|
4/22/2024 |
42
|
$120 M
|
| Deane Retirement Strategies, Inc. |
2023 Q4 - RESTATEMENT
|
4/22/2024 |
60
|
$180 M
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
2024 Q1
|
4/22/2024 |
134
|
$280 M
|
| Ashton Thomas Private Wealth, LLC |
2022 Q4
|
4/22/2024 |
472
|
$1.0 B
|
| Ashton Thomas Private Wealth, LLC |
2022 Q3
|
4/22/2024 |
446
|
$890 M
|
| Ashton Thomas Private Wealth, LLC |
2022 Q2
|
4/22/2024 |
448
|
$920 M
|
| Ashton Thomas Private Wealth, LLC |
2022 Q1
|
4/22/2024 |
467
|
$1.1 B
|
| Ashton Thomas Private Wealth, LLC |
2021 Q4
|
4/22/2024 |
441
|
$1.0 B
|
| Ashton Thomas Private Wealth, LLC |
2021 Q3
|
4/22/2024 |
363
|
$690 M
|