| Omega Financial Group, LLC |
2024 Q1
|
4/17/2024 |
80
|
$240 M
|
| CHATHAM CAPITAL GROUP, INC. |
2024 Q1
|
4/17/2024 |
191
|
$540 M
|
| Wealthspring Capital LLC |
2024 Q1
|
4/17/2024 |
70
|
$85 M
|
| Pettinga Financial Advisors LLC |
2024 Q1
|
4/17/2024 |
120
|
$390 M
|
| Seaside Wealth Management, Inc. |
2024 Q1
|
4/17/2024 |
56
|
$230 M
|
| CHAPIN DAVIS, INC. |
2024 Q1
|
4/17/2024 |
232
|
$270 M
|
| Mirador Capital Partners LP |
2024 Q1
|
4/17/2024 |
194
|
$520 M
|
| Aviance Capital Partners, LLC |
2024 Q1
|
4/17/2024 |
318
|
$670 M
|
| Caerus Investment Advisors, LLC |
2024 Q1
|
4/17/2024 |
34
|
$100 M
|
| Skyline Advisors, Inc. |
2024 Q1
|
4/17/2024 |
80
|
$220 M
|
| Blue Zone Wealth Advisors, LLC |
2024 Q1
|
4/17/2024 |
88
|
$290 M
|
| Fifth Third Securities, Inc. |
2024 Q1
|
4/17/2024 |
237
|
$1.0 B
|
| RHS Financial, LLC |
2024 Q1
|
4/17/2024 |
108
|
$170 M
|
| Phocas Financial Corp. |
2024 Q1
|
4/17/2024 |
151
|
$24 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2024 Q1
|
4/17/2024 |
85
|
$110 M
|
| Sharper & Granite LLC |
2024 Q1
|
4/17/2024 |
96
|
$210 M
|
| Crocodile Capital Partners GmbH |
2024 Q1
|
4/17/2024 |
7
|
$73 M
|
| Ironwood Financial, llc |
2024 Q1
|
4/17/2024 |
151
|
$430 M
|
| Northstar Group, Inc. |
2024 Q1
|
4/17/2024 |
150
|
$510 M
|
| ADE, LLC |
2024 Q1
|
4/17/2024 |
80
|
$150 M
|
| Trinity Wealth Management, LLC |
2024 Q1
|
4/17/2024 |
46
|
$190 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2024 Q1
|
4/17/2024 |
110
|
$1.5 B
|
| RPOA Advisors, Inc. |
2024 Q1
|
4/17/2024 |
8
|
$3.5 B
|
| SteelPeak Wealth, LLC |
2024 Q1
|
4/17/2024 |
473
|
$2.0 B
|
| Citizens Business Bank |
2024 Q1
|
4/17/2024 |
211
|
$480 M
|
| Barry Investment Advisors, LLC |
2024 Q1
|
4/17/2024 |
118
|
$300 M
|
| FIDELIS iM, LLC |
2024 Q1
|
4/17/2024 |
18
|
$200 M
|
| River Street Advisors LLC |
2024 Q1
|
4/17/2024 |
243
|
$150 M
|
| Physician Wealth Advisors, Inc. |
2024 Q1
|
4/17/2024 |
176
|
$480 M
|
| Merrion Investment Management Co, LLC |
2024 Q1
|
4/17/2024 |
99
|
$140 M
|
| MPS Loria Financial Planners, LLC |
2024 Q1
|
4/17/2024 |
80
|
$300 M
|
| Sandy Cove Advisors, LLC |
2024 Q1
|
4/17/2024 |
121
|
$220 M
|
| Fiduciary Alliance LLC |
2024 Q1
|
4/17/2024 |
196
|
$570 M
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2024 Q1
|
4/17/2024 |
200
|
$350 M
|
| D.B. Root & Company, LLC |
2024 Q1
|
4/17/2024 |
176
|
$300 M
|
| Trilogy Capital Inc. |
2024 Q1
|
4/17/2024 |
289
|
$1.7 B
|
| Red Door Wealth Management, LLC |
2024 Q1
|
4/17/2024 |
195
|
$520 M
|
| Gradient Capital Advisors, LLC |
2024 Q1
|
4/17/2024 |
139
|
$270 M
|
| AVALON CAPITAL MANAGEMENT |
2024 Q1
|
4/17/2024 |
99
|
$240 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/17/2024 |
208
|
$260 M
|
| Cornerstone Wealth Group, LLC |
2024 Q1
|
4/17/2024 |
246
|
$1.1 B
|
| Richardson Capital Management LLC |
2024 Q1
|
4/17/2024 |
143
|
$120 M
|
| Annapolis Financial Services, LLC |
2024 Q1
|
4/17/2024 |
355
|
$300 M
|
| White Wing Wealth Management |
2024 Q1
|
4/17/2024 |
30
|
$120 M
|
| Strata Wealth Advisors, LLC |
2024 Q1
|
4/17/2024 |
75
|
$280 M
|
| DELTEC ASSET MANAGEMENT LLC |
2024 Q1
|
4/17/2024 |
153
|
$510 M
|
| Stephens Consulting, LLC |
2024 Q1
|
4/17/2024 |
475
|
$330 M
|
| Saratoga Research & Investment Management |
2024 Q1
|
4/17/2024 |
45
|
$2.2 B
|
| GRIMES & COMPANY, INC. |
2024 Q1
|
4/17/2024 |
400
|
$3.3 B
|
| WoodTrust Financial Corp |
2024 Q1
|
4/17/2024 |
241
|
$630 M
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2024 Q1
|
4/17/2024 |
217
|
$840 M
|
| BURNS J W & CO INC/NY |
2024 Q1
|
4/17/2024 |
188
|
$720 M
|
| CRITERION CAPITAL ADVISORS, LLC |
2024 Q1
|
4/17/2024 |
345
|
$150 M
|
| Hennion & Walsh Asset Management, Inc. |
2024 Q1
|
4/17/2024 |
840
|
$1.9 B
|
| Municipal Employees' Retirement System of Michigan |
2024 Q1
|
4/17/2024 |
56
|
$7.8 B
|
| First Bank & Trust |
2024 Q1
|
4/17/2024 |
366
|
$480 M
|
| Meridian Financial Partners LLC |
2024 Q1
|
4/17/2024 |
42
|
$78 M
|
| Ironwood Wealth Management, LLC. |
2024 Q1
|
4/17/2024 |
44
|
$310 M
|
| Trinity Financial Advisors LLC |
2024 Q1
|
4/17/2024 |
73
|
$220 M
|
| Trivant Custom Portfolio Group, LLC |
2024 Q1
|
4/17/2024 |
183
|
$160 M
|
| Investment Research & Advisory Group, Inc. |
2024 Q1
|
4/17/2024 |
211
|
$220 M
|
| Baker Ellis Asset Management LLC |
2024 Q1
|
4/17/2024 |
216
|
$670 M
|
| Meritas Wealth Management, LLC |
2024 Q1
|
4/17/2024 |
49
|
$140 M
|
| Cannon Global Investment Management, LLC |
2024 Q1
|
4/17/2024 |
62
|
$37 M
|
| CRA Financial Services, LLC |
2024 Q1
|
4/17/2024 |
244
|
$460 M
|
| Gibson Capital, LLC |
2024 Q1
|
4/17/2024 |
75
|
$460 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2024 Q1
|
4/17/2024 |
134
|
$320 M
|
| Coston, McIsaac & Partners |
2024 Q1
|
4/17/2024 |
905
|
$310 M
|
| Legend Financial Advisors, Inc. |
2024 Q1
|
4/17/2024 |
185
|
$140 M
|
| Kathleen S. Wright Associates Inc. |
2024 Q1
|
4/17/2024 |
267
|
$210 M
|
| Symphony Financial, Ltd. Co. |
2024 Q1
|
4/17/2024 |
192
|
$430 M
|
| Private Ocean, LLC |
2024 Q1
|
4/17/2024 |
476
|
$940 M
|
| VICUS CAPITAL |
2024 Q1
|
4/17/2024 |
282
|
$1.1 B
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2024 Q1
|
4/17/2024 |
27
|
$1.1 B
|
| Alpha Omega Wealth Management LLC |
2024 Q1
|
4/17/2024 |
210
|
$540 M
|
| RIDGECREST WEALTH PARTNERS, LLC |
2024 Q1
|
4/17/2024 |
109
|
$170 M
|
| CHEMUNG CANAL TRUST CO |
2024 Q1
|
4/17/2024 |
220
|
$520 M
|
| ROMANO BROTHERS AND COMPANY |
2024 Q1
|
4/17/2024 |
305
|
$730 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2024 Q1
|
4/17/2024 |
385
|
$950 M
|
| GUIDANCE CAPITAL, INC |
2024 Q1
|
4/17/2024 |
165
|
$270 M
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/17/2024 |
549
|
$310 M
|
| Foguth Wealth Management, LLC. |
2024 Q1
|
4/17/2024 |
128
|
$190 M
|
| William Marsh Rice University |
2024 Q1
|
4/17/2024 |
1
|
$91 M
|
| Family CFO Inc |
2024 Q1
|
4/17/2024 |
64
|
$160 M
|
| Brown Miller Wealth Management, LLC |
2024 Q1
|
4/17/2024 |
122
|
$230 M
|
| Fox Hill Wealth Management |
2024 Q1
|
4/17/2024 |
143
|
$150 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2024 Q1
|
4/17/2024 |
128
|
$230 M
|
| Fox Hill Wealth Management |
2023 Q4
|
4/17/2024 |
138
|
$130 M
|
| Winthrop Advisory Group LLC |
2024 Q1
|
4/17/2024 |
141
|
$690 M
|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2024 Q1
|
4/17/2024 |
905
|
$2.7 B
|
| Brooklyn FI, LLC |
2024 Q1
|
4/17/2024 |
56
|
$240 M
|
| Iron Horse Wealth Management, LLC |
2024 Q1
|
4/17/2024 |
471
|
$250 M
|
| ShankerValleau Wealth Advisors, Inc. |
2024 Q1
|
4/17/2024 |
24
|
$220 M
|
| Brewster Financial Planning LLC |
2024 Q1
|
4/17/2024 |
16
|
$120 M
|
| Stockman Wealth Management, Inc. |
2024 Q1
|
4/17/2024 |
179
|
$570 M
|
| Rooted Wealth Advisors, Inc. |
2024 Q1
|
4/17/2024 |
82
|
$200 M
|
| Citadel Investment Advisory, Inc. |
2024 Q1
|
4/17/2024 |
82
|
$180 M
|
| ACT Advisors, LLC. |
2024 Q1
|
4/17/2024 |
46
|
$180 M
|
| Slow Capital, Inc. |
2024 Q1
|
4/17/2024 |
127
|
$620 M
|
| Palliser Capital (UK) Ltd |
2024 Q1
|
4/17/2024 |
10
|
$73 M
|