| 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
|
| EVERMAY WEALTH MANAGEMENT LLC |
2024 Q4
|
1/23/2025 |
573
|
$660 M
|
| Marietta Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
108
|
$700 M
|
| Western Financial Corp/CA |
2024 Q4
|
1/23/2025 |
127
|
$180 M
|
| AJ Advisors, LLC |
2024 Q4
|
1/23/2025 |
32
|
$190 M
|
| DOHJ, LLC |
2024 Q4
|
1/23/2025 |
136
|
$430 M
|
| KG&L Capital Management,LLC |
2024 Q4
|
1/23/2025 |
185
|
$310 M
|
| PEAVINE CAPITAL, LLC |
2024 Q4
|
1/23/2025 |
10
|
$400 M
|
| ODonnell Financial Services, LLC |
2024 Q4
|
1/23/2025 |
38
|
$240 M
|
| Blossom Wealth Management |
2024 Q4
|
1/23/2025 |
71
|
$52 M
|
| SeaBridge Investment Advisors LLC |
2024 Q4
|
1/23/2025 |
202
|
$480 M
|
| FACTORY MUTUAL INSURANCE CO |
2024 Q4
|
1/23/2025 |
172
|
$9.2 B
|
| N.E.W. Advisory Services LLC |
2024 Q4
|
1/23/2025 |
189
|
$1.1 B
|
| Trinity Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
56
|
$220 M
|
| Clear Creek Financial Management, LLC |
2024 Q4
|
1/23/2025 |
468
|
$930 M
|
| RHS Financial, LLC |
2024 Q4
|
1/23/2025 |
134
|
$190 M
|
| Brown Financial Advisory |
2024 Q4
|
1/23/2025 |
35
|
$140 M
|
| GAGNON SECURITIES LLC |
2024 Q4
|
1/23/2025 |
91
|
$500 M
|
| SimpliFi, Inc. |
2024 Q4
|
1/23/2025 |
41
|
$220 M
|
| Total Clarity Wealth Management, Inc. |
2024 Q4
|
1/23/2025 |
269
|
$310 M
|
| EVERETT HARRIS & CO /CA/ |
2024 Q4
|
1/23/2025 |
283
|
$7.9 B
|
| Gagnon Advisors, LLC |
2024 Q4
|
1/23/2025 |
26
|
$160 M
|
| SCHARF INVESTMENTS, LLC |
2024 Q4
|
1/23/2025 |
69
|
$3.4 B
|
| Waldron Private Wealth LLC |
2024 Q4
|
1/23/2025 |
991
|
$2.5 B
|
| Williams Financial, LLC |
2024 Q4
|
1/23/2025 |
18
|
$160 M
|
| Brewster Financial Planning LLC |
2024 Q4
|
1/23/2025 |
26
|
$130 M
|
| New Millennium Group LLC |
2024 Q4
|
1/23/2025 |
626
|
$170 M
|
| Chicago Partners Investment Group LLC |
2024 Q4
|
1/23/2025 |
845
|
$3.0 B
|
| Concord Asset Management, LLC/VA |
2024 Q4
|
1/23/2025 |
129
|
$460 M
|
| Concord Wealth Partners |
2024 Q4
|
1/23/2025 |
922
|
$610 M
|
| Verus Financial Partners, Inc. |
2024 Q4
|
1/23/2025 |
97
|
$890 M
|
| Destiny Wealth Partners, LLC |
2024 Q4
|
1/23/2025 |
167
|
$610 M
|
| Manuka Financial, LLC |
2024 Q4
|
1/23/2025 |
46
|
$150 M
|
| Hofer & Associates. Inc |
2024 Q4
|
1/23/2025 |
60
|
$150 M
|
| 4J Wealth Management LLC |
2024 Q4
|
1/23/2025 |
84
|
$120 M
|
| Flagstone Financial Management |
2024 Q4
|
1/23/2025 |
54
|
$300 M
|
| Ausbil Investment Management Ltd |
2024 Q4
|
1/23/2025 |
69
|
$170 M
|
| Stephenson & Company, Inc. |
2024 Q4
|
1/23/2025 |
36
|
$150 M
|
| CUSTOM INDEX SYSTEMS, LLC |
2024 Q4
|
1/23/2025 |
251
|
$190 M
|
| Heck Capital Advisors, LLC |
2024 Q4
|
1/23/2025 |
772
|
$1.5 B
|
| Oxler Private Wealth LLC |
2024 Q4
|
1/23/2025 |
85
|
$300 M
|
| SWMG, LLC |
2024 Q4
|
1/23/2025 |
115
|
$250 M
|
| Austin Private Wealth, LLC |
2024 Q4
|
1/23/2025 |
288
|
$1.1 B
|
| TriaGen Wealth Management LLC |
2024 Q4
|
1/23/2025 |
169
|
$300 M
|
| WEST BANCORPORATION INC |
2024 Q4
|
1/23/2025 |
95
|
$150 M
|
| Marmo Financial Group, LLC |
2024 Q4
|
1/23/2025 |
27
|
$190 M
|
| GFS Advisors, LLC |
2024 Q4
|
1/23/2025 |
152
|
$660 M
|
| Great Diamond Partners, LLC |
2024 Q4
|
1/23/2025 |
185
|
$390 M
|
| Caprock Group, LLC |
2024 Q4
|
1/23/2025 |
996
|
$3.1 B
|
| Saxony Capital Management, LLC |
2024 Q4
|
1/23/2025 |
132
|
$110 M
|
| Turtle Creek Wealth Advisors, LLC |
2024 Q4
|
1/23/2025 |
75
|
$430 M
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
2024 Q4
|
1/23/2025 |
7
|
$2.3 M
|
| NEW WAVE WEALTH ADVISORS LLC |
2024 Q4
|
1/23/2025 |
708
|
$240 M
|