| ENZI WEALTH |
2024 Q4
|
1/23/2025 |
69
|
$260 M
|
| Baron Wealth Management LLC |
2024 Q4
|
1/23/2025 |
193
|
$210 M
|
| Legacy Trust |
2024 Q4
|
1/23/2025 |
157
|
$430 M
|
| Drystone LLC |
2024 Q4
|
1/23/2025 |
19
|
$100 M
|
| STRATEGIC PLANNING GROUP, LLC |
2024 Q4
|
1/23/2025 |
80
|
$540 M
|
| Baring Financial LLC |
2024 Q4
|
1/23/2025 |
62
|
$110 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/23/2025 |
377
|
$1.8 B
|
| GRIES FINANCIAL LLC |
2024 Q4
|
1/23/2025 |
276
|
$560 M
|
| Ferguson Shapiro LLC |
2024 Q4
|
1/23/2025 |
69
|
$270 M
|
| CORTLAND ASSOCIATES INC/MO |
2024 Q4
|
1/23/2025 |
59
|
$880 M
|
| Equita Financial Network, Inc. |
2024 Q4
|
1/23/2025 |
80
|
$280 M
|
| SASCO CAPITAL INC / CT/ |
2024 Q4
|
1/23/2025 |
1
|
$0
|
| RESTON WEALTH MANAGEMENT LLC |
2024 Q4
|
1/23/2025 |
50
|
$270 M
|
| CAPSTONE CAPITAL LLC |
2024 Q4
|
1/23/2025 |
24
|
$120 M
|
| Kaufman Rossin Wealth, LLC |
2024 Q4
|
1/23/2025 |
37
|
$97 M
|
| USAdvisors Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
139
|
$310 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2024 Q4
|
1/23/2025 |
112
|
$130 M
|
| Merrion Investment Management Co, LLC |
2024 Q4
|
1/23/2025 |
101
|
$140 M
|
| New England Research & Management, Inc. |
2024 Q4
|
1/23/2025 |
143
|
$200 M
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2024 Q4
|
1/23/2025 |
50
|
$370 M
|
| Summa Corp. |
2024 Q4
|
1/23/2025 |
68
|
$200 M
|
| MILESTONE ASSET MANAGEMENT, LLC |
2024 Q4
|
1/23/2025 |
354
|
$450 M
|
| TLW Wealth Management, LLC |
2024 Q4
|
1/23/2025 |
17
|
$170 M
|
| Trevian Wealth Management LLC |
2024 Q4
|
1/23/2025 |
29
|
$140 M
|
| Baader Bank Aktiengesellschaft |
2024 Q4
|
1/23/2025 |
382
|
$1.5 B
|
| Defender Capital, LLC. |
2024 Q4
|
1/23/2025 |
39
|
$270 M
|
| OxenFree Capital LLC |
2024 Q4
|
1/23/2025 |
42
|
$130 M
|
| Hanson & Doremus Investment Management |
2024 Q4
|
1/23/2025 |
453
|
$640 M
|
| Kearns & Associates LLC |
2024 Q4
|
1/23/2025 |
43
|
$150 M
|
| FOSTER & MOTLEY INC |
2024 Q4
|
1/23/2025 |
373
|
$1.5 B
|
| Manning & Napier Advisors LLC |
2024 Q4
|
1/23/2025 |
273
|
$8.8 B
|
| PLIMOTH TRUST CO LLC |
2024 Q4
|
1/23/2025 |
305
|
$390 M
|
| VanderPol Investments L.L.C. |
2024 Q4
|
1/23/2025 |
53
|
$46 M
|
| IBEX WEALTH ADVISORS |
2024 Q4
|
1/23/2025 |
204
|
$850 M
|
| INVESCO, LLC |
2024 Q4
|
1/23/2025 |
153
|
$250 M
|
| Swedbank AB |
2024 Q4
|
1/23/2025 |
897
|
$81 B
|
| ZynergyRetirementPlanningLLC |
2024 Q4
|
1/23/2025 |
111
|
$140 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2024 Q4
|
1/23/2025 |
152
|
$370 M
|
| PRENTISS SMITH & CO INC |
2024 Q4
|
1/23/2025 |
70
|
$150 M
|
| Applied Capital LLC |
2024 Q4
|
1/23/2025 |
47
|
$190 M
|
| Paladin Advisory Group, LLC |
2024 Q4
|
1/23/2025 |
236
|
$130 M
|
| Field & Main Bank |
2024 Q4
|
1/23/2025 |
275
|
$280 M
|
| Allen Capital Group, LLC |
2024 Q4
|
1/23/2025 |
232
|
$830 M
|
| VALICENTI ADVISORY SERVICES INC |
2024 Q4
|
1/23/2025 |
72
|
$400 M
|
| Strategic Blueprint, LLC |
2024 Q4
|
1/23/2025 |
665
|
$1.7 B
|
| Diversified Investment Strategies, LLC |
2024 Q4
|
1/23/2025 |
50
|
$150 M
|
| Oldfield Partners LLP |
2024 Q4
|
1/23/2025 |
29
|
$340 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/23/2025 |
163
|
$220 M
|
| HT Partners LLC |
2024 Q4
|
1/23/2025 |
50
|
$290 M
|
| Masso Torrence Wealth Management Inc. |
2024 Q4
|
1/23/2025 |
99
|
$190 M
|
| WIT Partners Advisory Pte. Ltd. |
2024 Q4
|
1/23/2025 |
1
|
$310 M
|
| Parkwoods Wealth Partners, LLC |
2024 Q4
|
1/23/2025 |
33
|
$130 M
|
| Medicxi Ventures Management (Jersey) Ltd |
2024 Q4
|
1/23/2025 |
5
|
$530 M
|
| HANTZ FINANCIAL SERVICES, INC. |
2024 Q4
|
1/23/2025 |
1,185
|
$5.7 B
|
| FORSTA AP-FONDEN |
2024 Q4
|
1/23/2025 |
566
|
$14 B
|
| SUMITOMO LIFE INSURANCE CO |
2024 Q4
|
1/23/2025 |
270
|
$5.3 B
|
| DIXON FNANCIAL SERVICES, INC. |
2024 Q4
|
1/22/2025 |
38
|
$180 M
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2024 Q4
|
1/22/2025 |
191
|
$1.4 B
|
| Twelve Points Wealth Management LLC |
2024 Q4
|
1/22/2025 |
176
|
$350 M
|
| KIRR MARBACH & CO LLC /IN/ |
2024 Q4
|
1/22/2025 |
57
|
$460 M
|
| Money Design Co.,Ltd. |
2024 Q4
|
1/22/2025 |
77
|
$1.9 B
|
| R Squared Ltd |
2024 Q4
|
1/22/2025 |
1,571
|
$100 M
|
| DiNuzzo Private Wealth, Inc. |
2024 Q4
|
1/22/2025 |
1,418
|
$790 M
|
| Deane Retirement Strategies, Inc. |
2024 Q4
|
1/22/2025 |
71
|
$200 M
|
| Planning Center, Inc. |
2024 Q4
|
1/22/2025 |
68
|
$790 M
|
| UG Investment Advisers Ltd. |
2024 Q4
|
1/22/2025 |
9
|
$260 M
|
| VERUS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/22/2025 |
67
|
$89 M
|
| Asset Dedication, LLC |
2024 Q4
|
1/22/2025 |
1,095
|
$1.3 B
|
| VERUS WEALTH MANAGEMENT, LLC |
2024 Q4 - RESTATEMENT
|
1/22/2025 |
67
|
$89 M
|
| Robeco Institutional Asset Management B.V. |
2024 Q4
|
1/22/2025 |
897
|
$53 B
|
| BWM Planning, LLC |
2024 Q4
|
1/22/2025 |
76
|
$230 M
|
| BOCHK Asset Management Ltd |
2024 Q4
|
1/22/2025 |
64
|
$330 M
|
| Foster Victor Wealth Advisors, LLC |
2024 Q4
|
1/22/2025 |
192
|
$1.3 B
|
| Smith Group Asset Management, LLC |
2024 Q4
|
1/22/2025 |
187
|
$1.4 B
|
| Nvest Financial, LLC |
2024 Q4
|
1/22/2025 |
111
|
$200 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2024 Q4
|
1/22/2025 |
61
|
$8.3 B
|
| PATTON FUND MANAGEMENT, INC. |
2024 Q4
|
1/22/2025 |
76
|
$510 M
|
| Wade Financial Advisory, Inc |
2024 Q4
|
1/22/2025 |
80
|
$300 M
|
| McKinley Carter Wealth Services, Inc. |
2024 Q4
|
1/22/2025 |
291
|
$1.6 B
|
| Moody Aldrich Partners LLC |
2024 Q4
|
1/22/2025 |
196
|
$540 M
|
| Dean, Jacobson Financial Services, LLC |
2024 Q4
|
1/22/2025 |
9
|
$130 M
|
| Foster Group, Inc. |
2024 Q4
|
1/22/2025 |
198
|
$2.6 B
|
| RCS Financial Planning, LLC |
2024 Q4
|
1/22/2025 |
77
|
$190 M
|
| NorthStar Asset Management LLC /NJ/ |
2024 Q4
|
1/22/2025 |
85
|
$160 M
|
| David Kennon Inc |
2024 Q4
|
1/22/2025 |
36
|
$250 M
|
| First Trust Direct Indexing L.P. |
2024 Q4
|
1/22/2025 |
1
|
$0
|
| Southern Style Financial, Inc. |
2024 Q4
|
1/22/2025 |
28
|
$120 M
|
| Williams & Novak, LLC |
2024 Q4
|
1/22/2025 |
125
|
$100 M
|
| BetterWealth, LLC |
2024 Q4
|
1/22/2025 |
68
|
$360 M
|
| SteelPeak Wealth, LLC |
2024 Q4
|
1/22/2025 |
566
|
$2.5 B
|
| Signature Wealth Management Partners, LLC |
2024 Q4
|
1/22/2025 |
102
|
$150 M
|
| Barry Investment Advisors, LLC |
2024 Q4
|
1/22/2025 |
111
|
$310 M
|
| Capital Investment Counsel, LLC |
2024 Q4
|
1/22/2025 |
118
|
$600 M
|
| Gateway Wealth Partners, LLC |
2024 Q4
|
1/22/2025 |
293
|
$390 M
|
| BAKER BOYER NATIONAL BANK |
2024 Q4
|
1/22/2025 |
99
|
$290 M
|
| Accordant Advisory Group Inc |
2024 Q4
|
1/22/2025 |
139
|
$100 M
|
| Investment Planning Advisors, Inc. |
2024 Q4
|
1/22/2025 |
63
|
$230 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2024 Q4
|
1/22/2025 |
26
|
$64 M
|
| Chico Wealth RIA |
2024 Q4
|
1/22/2025 |
30
|
$110 M
|
| WEALTH EFFECTS LLC |
2024 Q4
|
1/22/2025 |
212
|
$280 M
|