| SOUTHERN CAPITAL ADVISORS, LLC |
2024 Q4
|
1/23/2025 |
74
|
$180 M
|
| Capitol Family Office, Inc. |
2024 Q4
|
1/23/2025 |
17
|
$75 M
|
| TCI Wealth Advisors, Inc. |
2024 Q4
|
1/23/2025 |
227
|
$1.2 B
|
| Fox Financial, Inc |
2024 Q4
|
1/23/2025 |
13
|
$110 M
|
| BTC Capital Management, Inc. |
2024 Q4
|
1/23/2025 |
521
|
$1.1 B
|
| Hamilton Point Investment Advisors, LLC |
2024 Q4
|
1/23/2025 |
161
|
$570 M
|
| COUNTRY TRUST BANK |
2024 Q4
|
1/23/2025 |
369
|
$4.0 B
|
| Alta Wealth Advisors LLC |
2024 Q4
|
1/23/2025 |
132
|
$230 M
|
| Keudell/Morrison Wealth Management |
2024 Q4
|
1/23/2025 |
220
|
$380 M
|
| Coastwise Capital Group, LLC |
2024 Q4
|
1/23/2025 |
122
|
$130 M
|
| Arcadia Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
62
|
$200 M
|
| Upper Left Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
57
|
$120 M
|
| Kinnevik AB (publ) |
2024 Q4
|
1/23/2025 |
1
|
$80 M
|
| Intergy Private Wealth, LLC |
2024 Q4
|
1/23/2025 |
92
|
$270 M
|
| Powers Advisory Group, LLC |
2024 Q4
|
1/23/2025 |
103
|
$200 M
|
| Institute for Wealth Management, LLC. |
2024 Q4
|
1/23/2025 |
507
|
$800 M
|
| Kennebec Savings Bank |
2024 Q4
|
1/23/2025 |
246
|
$99 M
|
| Narus Financial Partners, LLC |
2024 Q4
|
1/23/2025 |
145
|
$300 M
|
| Hansen & Associates Financial Group, Inc. |
2024 Q4
|
1/23/2025 |
19
|
$200 M
|
| Integris Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
104
|
$350 M
|
| White & Co Financial Planning Inc |
2024 Q4
|
1/23/2025 |
19
|
$120 M
|
| Strategic Advocates LLC |
2024 Q4
|
1/23/2025 |
110
|
$300 M
|
| Luken Investment Analytics, LLC |
2024 Q4
|
1/23/2025 |
136
|
$220 M
|
| Core Wealth Management, Inc. |
2024 Q4
|
1/23/2025 |
29
|
$260 M
|
| Sonora Investment Management Group, LLC |
2024 Q4
|
1/23/2025 |
298
|
$1.3 B
|
| Mine & Arao Wealth Creation & Management, LLC. |
2024 Q4
|
1/23/2025 |
76
|
$220 M
|
| Boomfish Wealth Group, LLC |
2024 Q4
|
1/23/2025 |
93
|
$160 M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2024 Q4
|
1/23/2025 |
49
|
$180 M
|
| FSA Investment Group, LLC |
2024 Q4
|
1/23/2025 |
20
|
$110 M
|
| Oak Harvest Investment Services |
2024 Q4
|
1/23/2025 |
201
|
$720 M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2024 Q4
|
1/23/2025 |
100
|
$130 M
|
| Fortune Financial Advisors, LLC |
2024 Q4
|
1/23/2025 |
88
|
$110 M
|
| FSA Advisors, Inc. |
2024 Q4
|
1/23/2025 |
139
|
$82 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2024 Q4
|
1/23/2025 |
142
|
$1.4 B
|
| Ridgepath Capital Management LLC |
2024 Q4
|
1/23/2025 |
46
|
$220 M
|
| FIDUCIARY ADVISORS, INC. |
2024 Q4
|
1/23/2025 |
99
|
$99 M
|
| Donald L. Hagan, LLC |
2024 Q4
|
1/23/2025 |
90
|
$190 M
|
| CIBC WORLD MARKET INC. |
2024 Q4
|
1/23/2025 |
1,352
|
$48 B
|
| Boyd Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
48
|
$200 M
|
| Hixon Zuercher, LLC |
2024 Q4
|
1/23/2025 |
79
|
$260 M
|
| Clarity Financial LLC |
2024 Q4
|
1/23/2025 |
121
|
$840 M
|
| Cypress Capital Management LLC (WY) |
2024 Q4
|
1/23/2025 |
150
|
$87 M
|
| Strategic Wealth Investment Group, LLC |
2024 Q4 - NEW HOLDINGS
|
1/23/2025 |
132
|
$910 M
|
| AA Financial Advisors, LLC |
2024 Q4
|
1/23/2025 |
168
|
$380 M
|
| Evernest Financial Advisors, LLC |
2024 Q4
|
1/23/2025 |
163
|
$390 M
|
| CMG Global Holdings, LLC |
2024 Q4
|
1/23/2025 |
91
|
$180 M
|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2024 Q4
|
1/23/2025 |
254
|
$660 M
|
| Granite Harbor Advisors, Inc. |
2024 Q4
|
1/23/2025 |
86
|
$180 M
|
| Heritage Financial Services, LLC |
2024 Q4
|
1/23/2025 |
117
|
$750 M
|
| Rule One Partners, LLC |
2024 Q4
|
1/23/2025 |
13
|
$260 M
|
| Hartford Financial Management Inc. |
2024 Q4
|
1/23/2025 |
377
|
$490 M
|
| Quantum Financial Planning Services, Inc. |
2024 Q4
|
1/23/2025 |
34
|
$180 M
|
| CALTON & ASSOCIATES, INC. |
2024 Q4
|
1/23/2025 |
193
|
$230 M
|
| Marest Capital, LLC |
2024 Q4
|
1/23/2025 |
21
|
$120 M
|
| Koa Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
49
|
$120 M
|
| Cyr Financial Inc. |
2024 Q4
|
1/23/2025 |
54
|
$110 M
|
| Mediolanum International Funds Ltd |
2024 Q4
|
1/23/2025 |
428
|
$7.7 B
|
| Fifth Third Securities, Inc. |
2024 Q4
|
1/23/2025 |
291
|
$1.2 B
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2024 Q4
|
1/23/2025 |
203
|
$370 M
|
| Penney Financial, LLC |
2024 Q4
|
1/23/2025 |
39
|
$150 M
|
| SOL Capital Management CO |
2024 Q4
|
1/23/2025 |
306
|
$900 M
|
| Gilbert & Cook, Inc. |
2024 Q4
|
1/23/2025 |
200
|
$710 M
|
| EMC Capital Management |
2024 Q4
|
1/23/2025 |
287
|
$180 M
|
| RPM Capital Partners, LLC |
2024 Q4
|
1/23/2025 |
1
|
$110 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2024 Q4
|
1/23/2025 |
119
|
$260 M
|
| Siguler Guff Advisers, LLC |
2024 Q4
|
1/23/2025 |
4
|
$200 M
|
| M Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
44
|
$110 M
|
| Northeast Financial Group, Inc. |
2024 Q4
|
1/23/2025 |
88
|
$270 M
|
| Strategic Point Investment Advisors, LLC |
2024 Q4
|
1/23/2025 |
34
|
$610 M
|
| Sivik Global Healthcare LLC |
2024 Q4
|
1/23/2025 |
38
|
$190 M
|
| RVW Wealth, LLC |
2024 Q4
|
1/23/2025 |
144
|
$1.1 B
|
| RMR Capital Management, LLC |
2024 Q4
|
1/23/2025 |
77
|
$140 M
|
| Crews Bank & Trust |
2024 Q4
|
1/23/2025 |
609
|
$590 M
|
| Nationwide Fund Advisors |
2024 Q4
|
1/23/2025 |
7
|
$1.2 B
|
| Sage Financial Management Group, Inc. |
2024 Q4
|
1/23/2025 |
54
|
$270 M
|
| SAGE FINANCIAL GROUP INC |
2024 Q4
|
1/23/2025 |
100
|
$1.2 B
|
| Cairn Investment Group, Inc. |
2024 Q4
|
1/23/2025 |
68
|
$170 M
|
| Capital Investment Advisory Services, LLC |
2024 Q4
|
1/23/2025 |
933
|
$1.0 B
|
| Lewis Asset Management, LLC |
2024 Q4
|
1/23/2025 |
129
|
$130 M
|
| Emeth Value Capital, LLC |
2024 Q4
|
1/23/2025 |
6
|
$120 M
|
| OLD SECOND NATIONAL BANK OF AURORA |
2024 Q4
|
1/23/2025 |
640
|
$440 M
|
| Palmer Knight Co |
2024 Q4
|
1/23/2025 |
33
|
$220 M
|
| OLD NATIONAL BANCORP /IN/ |
2024 Q4
|
1/23/2025 |
1,149
|
$4.2 B
|
| CULTIVAR CAPITAL, INC. |
2024 Q4
|
1/23/2025 |
28
|
$110 M
|
| Coston, McIsaac & Partners |
2024 Q4
|
1/23/2025 |
989
|
$340 M
|
| Sippican Capital Advisors |
2024 Q4
|
1/23/2025 |
112
|
$140 M
|
| Westhampton Capital, LLC |
2024 Q4
|
1/23/2025 |
119
|
$200 M
|
| American Institute for Advanced Investment Management, LLP |
2024 Q4
|
1/23/2025 |
132
|
$130 M
|
| Stordahl Capital Management, Inc. |
2024 Q4
|
1/23/2025 |
61
|
$420 M
|
| BDF-GESTION |
2024 Q4 - RESTATEMENT
|
1/23/2025 |
136
|
$970 M
|
| DMC Group, LLC |
2024 Q4
|
1/23/2025 |
129
|
$120 M
|
| First Affirmative Financial Network |
2024 Q4
|
1/23/2025 |
269
|
$170 M
|
| Abel Hall, LLC |
2024 Q4
|
1/23/2025 |
166
|
$160 M
|
| Synergy Asset Management, LLC |
2024 Q4
|
1/23/2025 |
987
|
$1.3 B
|
| Penbrook Management LLC |
2024 Q4
|
1/23/2025 |
110
|
$150 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2024 Q4
|
1/23/2025 |
91
|
$530 M
|
| Sentry LLC |
2024 Q4
|
1/23/2025 |
122
|
$510 M
|
| General Catalyst Group Management, LLC |
2024 Q4
|
1/23/2025 |
11
|
$1.1 B
|
| Busey Bank |
2024 Q4
|
1/23/2025 |
586
|
$3.0 B
|
| Murphy Pohlad Asset Management LLC |
2024 Q4
|
1/23/2025 |
121
|
$230 M
|