Naviter Wealth, LLC |
2024 Q1
|
4/18/2024 |
232
|
$610 M
|
MYECFO, LLC |
2024 Q1
|
4/18/2024 |
56
|
$170 M
|
MORRIS FINANCIAL CONCEPTS, INC. |
2024 Q1
|
4/18/2024 |
167
|
$200 M
|
Miracle Mile Advisors, LLC |
2024 Q1
|
4/18/2024 |
508
|
$4.0 B
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2024 Q1
|
4/18/2024 |
23
|
$8.3 B
|
Chico Wealth RIA |
2024 Q1
|
4/18/2024 |
30
|
$110 M
|
Hubbell Strickland Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
78
|
$200 M
|
MGO Private Wealth, LLC |
2024 Q1
|
4/18/2024 |
80
|
$160 M
|
Cobblestone Asset Management LLC |
2024 Q1
|
4/18/2024 |
44
|
$150 M
|
LifeGuide Financial Advisors, LLC |
2024 Q1
|
4/18/2024 |
41
|
$200 M
|
Echo45 Advisors LLC |
2024 Q1
|
4/18/2024 |
48
|
$140 M
|
LITTLE HOUSE CAPITAL LLC |
2024 Q1
|
4/18/2024 |
123
|
$300 M
|
O'Brien Wealth Partners LLC |
2024 Q1
|
4/18/2024 |
66
|
$430 M
|
Kowal Investment Group, LLC |
2024 Q1
|
4/18/2024 |
178
|
$460 M
|
Sowa Financial Group, Inc. |
2024 Q1
|
4/18/2024 |
30
|
$120 M
|
Horizon Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
88
|
$380 M
|
Hi-Line Capital Management, LLC |
2024 Q1
|
4/18/2024 |
39
|
$280 M
|
FINANCIAL LIFE ADVISORS |
2024 Q1
|
4/18/2024 |
60
|
$240 M
|
HFG Advisors, Inc. |
2024 Q1
|
4/18/2024 |
108
|
$110 M
|
Oliver Luxxe Assets LLC |
2024 Q1
|
4/18/2024 |
174
|
$480 M
|
GOLDEN ROAD ADVISORS LLC |
2024 Q1
|
4/18/2024 |
37
|
$120 M
|
Ariston Services Group |
2024 Q1
|
4/18/2024 |
57
|
$100 M
|
FF Advisors,LLC |
2024 Q1
|
4/18/2024 |
86
|
$140 M
|
DENVER WEALTH MANAGEMENT, INC. |
2024 Q1
|
4/18/2024 |
80
|
$200 M
|
Congress Wealth Management LLC / DE / |
2024 Q1
|
4/18/2024 |
577
|
$5.8 B
|
Oak Thistle LLC |
2024 Q1
|
4/18/2024 |
281
|
$110 M
|
Dominguez Wealth Management Solutions, Inc. |
2024 Q1
|
4/18/2024 |
57
|
$130 M
|
CONSILIO WEALTH ADVISORS, LLC |
2024 Q1
|
4/18/2024 |
63
|
$210 M
|
Hexagon Capital Partners LLC |
2024 Q1
|
4/18/2024 |
1,470
|
$450 M
|
Park Place Capital Corp |
2024 Q1
|
4/18/2024 |
902
|
$280 M
|
SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
109
|
$120 M
|
O'ROURKE & COMPANY, Inc |
2024 Q1
|
4/18/2024 |
142
|
$170 M
|
Claro Advisors LLC |
2024 Q1
|
4/18/2024 |
419
|
$580 M
|
LANDMARK WEALTH MANAGEMENT, INC. |
2024 Q1
|
4/18/2024 |
6
|
$9.7 M
|
Choice Wealth Advisors, LLC |
2024 Q1
|
4/18/2024 |
26
|
$170 M
|
Harbor Island Capital LLC |
2024 Q1
|
4/18/2024 |
15
|
$220 M
|
Talbot Financial, LLC |
2024 Q1
|
4/18/2024 |
60
|
$750 M
|
CCG WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
72
|
$170 M
|
CORA CAPITAL ADVISORS LLC |
2024 Q1
|
4/18/2024 |
95
|
$190 M
|
Mustard Seed Financial, LLC |
2024 Q1
|
4/18/2024 |
78
|
$100 M
|
FOSTER & MOTLEY INC |
2024 Q1
|
4/18/2024 |
389
|
$1.5 B
|
Well Done, LLC |
2024 Q1
|
4/18/2024 |
185
|
$510 M
|
CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2024 Q1
|
4/18/2024 |
69
|
$140 M
|
MANCHESTER FINANCIAL INC |
2024 Q1
|
4/18/2024 |
98
|
$380 M
|
McGlone Suttner Wealth Management, Inc. |
2024 Q1
|
4/18/2024 |
167
|
$530 M
|
BARLOW WEALTH PARTNERS, INC. |
2024 Q1
|
4/18/2024 |
152
|
$730 M
|
Integrated Investment Consultants, LLC |
2024 Q1
|
4/18/2024 |
283
|
$360 M
|
AFFINITY WEALTH MANAGEMENT LLC |
2024 Q1
|
4/18/2024 |
102
|
$540 M
|
Fortune 45 LLC |
2024 Q1
|
4/18/2024 |
26
|
$120 M
|
Clarity Capital Advisors, LLC |
2024 Q1
|
4/18/2024 |
78
|
$130 M
|
MCRAE CAPITAL MANAGEMENT INC |
2024 Q1
|
4/18/2024 |
96
|
$460 M
|
Piscataqua Savings Bank |
2024 Q1
|
4/18/2024 |
519
|
$110 M
|
SJS Investment Consulting Inc. |
2024 Q1
|
4/18/2024 |
2,108
|
$500 M
|
Bill Few Associates, Inc. |
2024 Q1
|
4/18/2024 |
169
|
$250 M
|
626 Financial, LLC |
2024 Q1
|
4/18/2024 |
107
|
$170 M
|
Nikulski Financial, Inc. |
2024 Q1
|
4/18/2024 |
131
|
$300 M
|
Southern Farm Bureau Life Insurance |
2024 Q1
|
4/18/2024 |
15
|
$600 M
|
CenterStar Asset Management, LLC |
2024 Q1
|
4/18/2024 |
245
|
$320 M
|
HT Partners LLC |
2024 Q1
|
4/18/2024 |
49
|
$280 M
|
ARK Investment Management LLC |
2024 Q1
|
4/18/2024 |
230
|
$14 B
|
Burt Wealth Advisors |
2024 Q1
|
4/18/2024 |
119
|
$390 M
|
Capital Advisory Group Advisory Services, LLC |
2024 Q1
|
4/18/2024 |
145
|
$210 M
|
NORTHWESTERN UNIVERSITY |
2024 Q1
|
4/18/2024 |
6
|
$110 M
|
KEATING WEALTH MANAGEMENT LLC |
2024 Q1
|
4/18/2024 |
45
|
$170 M
|
Genesis Investment Management, LLP |
2024 Q1
|
4/18/2024 |
16
|
$480 M
|
BKM Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
196
|
$230 M
|
WOLFF WIESE MAGANA LLC |
2024 Q1
|
4/18/2024 |
715
|
$120 M
|
Diversified Trust Co |
2024 Q1
|
4/18/2024 |
1,011
|
$3.3 B
|
AEGON ASSET MANAGEMENT UK Plc |
2024 Q1
|
4/18/2024 |
143
|
$6.7 B
|
Aspire Private Capital, LLC |
2024 Q1
|
4/18/2024 |
724
|
$380 M
|
IBEX WEALTH ADVISORS |
2024 Q1
|
4/18/2024 |
109
|
$370 M
|
USCF Advisers LLC |
2024 Q1
|
4/18/2024 |
22
|
$1.1 M
|
Alaska Wealth Advisors |
2024 Q1
|
4/18/2024 |
126
|
$660 M
|
Alaska Permanent Capital Management |
2024 Q1
|
4/18/2024 |
42
|
$1.3 B
|
Aquamarine Zurich AG |
2024 Q1
|
4/18/2024 |
12
|
$260 M
|
Waterway Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
70
|
$230 M
|
Optas, LLC |
2024 Q1
|
4/17/2024 |
597
|
$370 M
|
PayPay Securities Corp |
2024 Q1
|
4/17/2024 |
194
|
$2.0 M
|
PPSC Investment Service Corp |
2024 Q1
|
4/17/2024 |
4
|
$650 M
|
EDBI Pte Ltd |
2024 Q1
|
4/18/2024 |
15
|
$89 M
|
AMI INVESTMENT MANAGEMENT INC |
2024 Q1
|
4/17/2024 |
66
|
$280 M
|
Arlington Financial Advisors, LLC |
2024 Q1
|
4/17/2024 |
74
|
$460 M
|
WJ Wealth Management, LLC |
2024 Q1
|
4/17/2024 |
71
|
$250 M
|
Clarity Wealth Advisors, LLC |
2024 Q1
|
4/17/2024 |
86
|
$300 M
|
Breakwater Capital Group |
2024 Q1
|
4/17/2024 |
260
|
$400 M
|
Seneca House Advisors |
2024 Q1
|
4/17/2024 |
83
|
$230 M
|
Financial Partners Group, LLC |
2024 Q1
|
4/17/2024 |
96
|
$260 M
|
Mayfair Advisory Group, LLC |
2024 Q1
|
4/17/2024 |
136
|
$140 M
|
Koss-Olinger Consulting, LLC |
2024 Q1
|
4/17/2024 |
46
|
$180 M
|
Ayrshire Capital Management LLC |
2024 Q1
|
4/17/2024 |
46
|
$180 M
|
Roberts Wealth Advisors, LLC |
2024 Q1
|
4/17/2024 |
94
|
$270 M
|
Advisory Services & Investments, LLC |
2024 Q1
|
4/17/2024 |
36
|
$140 M
|
LVW Advisors, LLC |
2024 Q1
|
4/17/2024 |
286
|
$590 M
|
Sherrill & Hutchins Financial Advisory, Inc |
2024 Q1
|
4/17/2024 |
8
|
$110 M
|
Compass Ion Advisors, LLC |
2024 Q1
|
4/17/2024 |
227
|
$700 M
|
Francis Financial, Inc. |
2024 Q1
|
4/17/2024 |
72
|
$310 M
|
Successful Portfolios LLC |
2024 Q1
|
4/17/2024 |
171
|
$150 M
|
Oak Asset Management, LLC |
2024 Q1
|
4/17/2024 |
100
|
$270 M
|
Scott Capital Advisors, LLC |
2024 Q1
|
4/17/2024 |
52
|
$330 M
|
MorganRosel Wealth Management, LLC |
2024 Q1
|
4/17/2024 |
105
|
$280 M
|