| Stonegate Investment Group, LLC |
2024 Q4
|
1/22/2025 |
395
|
$3.7 B
|
| Prospect Financial Services LLC |
2024 Q4
|
1/22/2025 |
115
|
$180 M
|
| Tamar Securities, LLC |
2024 Q4
|
1/22/2025 |
77
|
$730 M
|
| Perigon Wealth Management, LLC |
2024 Q4
|
1/22/2025 |
1,045
|
$4.1 B
|
| Landmark Wealth Management, LLC |
2024 Q4
|
1/22/2025 |
75
|
$230 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/22/2025 |
199
|
$280 M
|
| Next Level Private LLC |
2024 Q4
|
1/22/2025 |
132
|
$250 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2024 Q4
|
1/22/2025 |
159
|
$180 M
|
| FORTE ASSET MANAGEMENT LLC |
2024 Q4
|
1/22/2025 |
60
|
$190 M
|
| MBE Wealth Management, LLC |
2024 Q4
|
1/22/2025 |
102
|
$180 M
|
| PATRICK M SWEENEY & ASSOCIATES, INC |
2024 Q4
|
1/22/2025 |
147
|
$130 M
|
| Mayflower Financial Advisors, LLC |
2024 Q4
|
1/22/2025 |
381
|
$670 M
|
| Orca Wealth Management, LLC |
2024 Q4
|
1/22/2025 |
90
|
$110 M
|
| LIBRA WEALTH LLC |
2024 Q4
|
1/22/2025 |
53
|
$260 M
|
| KENNEDY INVESTMENT GROUP |
2024 Q4
|
1/22/2025 |
123
|
$220 M
|
| Genesee Capital Advisors, LLC |
2024 Q4
|
1/22/2025 |
122
|
$210 M
|
| DENVER WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/22/2025 |
82
|
$220 M
|
| DHK Financial Advisors, Inc. |
2024 Q4
|
1/22/2025 |
89
|
$160 M
|
| BSW Wealth Partners |
2024 Q4
|
1/22/2025 |
308
|
$680 M
|
| Spectrum Planning & Advisory Services Inc. |
2024 Q4
|
1/22/2025 |
61
|
$120 M
|
| Falcon Wealth Planning |
2024 Q4
|
1/22/2025 |
161
|
$900 M
|
| WATERSHED PRIVATE WEALTH LLC |
2024 Q4
|
1/22/2025 |
112
|
$260 M
|
| Bensler, LLC |
2024 Q4
|
1/22/2025 |
164
|
$840 M
|
| Axiom Financial Strategies, LLC |
2024 Q4
|
1/22/2025 |
42
|
$180 M
|
| Clarity Capital Advisors, LLC |
2024 Q4
|
1/22/2025 |
79
|
$150 M
|
| Patriot Financial Group Insurance Agency, LLC |
2024 Q4
|
1/22/2025 |
481
|
$750 M
|
| Aspire Capital Advisors LLC |
2024 Q4
|
1/22/2025 |
88
|
$350 M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2024 Q4
|
1/22/2025 |
60
|
$270 M
|
| KFA Private Wealth Group, LLC |
2024 Q4
|
1/22/2025 |
90
|
$240 M
|
| VCI Wealth Management LLC |
2024 Q4
|
1/22/2025 |
86
|
$240 M
|
| MATRIX ASSET ADVISORS INC/NY |
2024 Q4
|
1/22/2025 |
110
|
$920 M
|
| Curbstone Financial Management Corp |
2024 Q4
|
1/22/2025 |
190
|
$470 M
|
| Fortress Wealth Management, Inc. |
2024 Q4
|
1/22/2025 |
68
|
$210 M
|
| Revolve Wealth Partners, LLC |
2024 Q4
|
1/22/2025 |
222
|
$700 M
|
| W ADVISORS, LLC |
2024 Q4
|
1/22/2025 |
203
|
$160 M
|
| Charter Oak Capital Management, LLC |
2024 Q4
|
1/22/2025 |
180
|
$1.1 B
|
| Sterling Investment Counsel, LLC |
2024 Q4
|
1/22/2025 |
149
|
$150 M
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2024 Q4
|
1/22/2025 |
212
|
$850 M
|
| ABS Direct Equity Fund LLC |
2024 Q4
|
1/22/2025 |
38
|
$86 M
|
| Pacific Capital Wealth Advisors, Inc. |
2024 Q4
|
1/22/2025 |
401
|
$600 M
|
| YHB Investment Advisors, Inc. |
2024 Q4
|
1/22/2025 |
277
|
$1.2 B
|
| Fortitude Advisory Group L.L.C. |
2024 Q4
|
1/22/2025 |
201
|
$170 M
|
| Sound Stewardship, LLC |
2024 Q4
|
1/22/2025 |
60
|
$170 M
|
| Cisco Systems, Inc. |
2024 Q4
|
1/22/2025 |
3
|
$350 M
|
| Vantage Investment Partners, LLC |
2024 Q4
|
1/22/2025 |
62
|
$1.1 B
|
| Wealth Forward, LLC |
2024 Q4
|
1/22/2025 |
30
|
$140 M
|
| WARNER FINANCIAL, INC |
2024 Q4
|
1/22/2025 |
113
|
$230 M
|
| ACORN CREEK CAPITAL LLC |
2024 Q4
|
1/22/2025 |
77
|
$190 M
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2024 Q4
|
1/22/2025 |
80
|
$120 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2024 Q4
|
1/22/2025 |
132
|
$260 M
|
| FFG RETIREMENT ADVISORS LLC |
2024 Q4
|
1/22/2025 |
44
|
$150 M
|
| Buffington Mohr McNeal |
2024 Q4
|
1/22/2025 |
133
|
$600 M
|
| Verde Servicos Internacionais S.A. |
2024 Q4
|
1/22/2025 |
36
|
$230 M
|
| Spectrum Strategic Capital Management, LLC |
2024 Q4
|
1/22/2025 |
30
|
$160 M
|
| DIAMANT ASSET MANAGEMENT, INC. |
2024 Q4
|
1/22/2025 |
74
|
$160 M
|
| Joseph P. Lucia & Associates, LLC |
2024 Q4
|
1/22/2025 |
146
|
$220 M
|
| Legacy Bridge, LLC |
2024 Q4
|
1/22/2025 |
298
|
$190 M
|
| BankPlus Wealth Management LLC |
2024 Q4
|
1/22/2025 |
104
|
$130 M
|
| Bay Rivers Group |
2024 Q4
|
1/22/2025 |
83
|
$210 M
|
| Level Financial Advisors |
2024 Q4
|
1/22/2025 |
79
|
$270 M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/22/2025 |
42
|
$490 M
|
| Eaton-Cambridge Inc. |
2024 Q4
|
1/22/2025 |
35
|
$220 M
|
| Main Line Retirement Advisors, LLC |
2024 Q4
|
1/22/2025 |
40
|
$150 M
|
| tru Independence LLC |
2024 Q4
|
1/22/2025 |
113
|
$320 M
|
| Mattern Wealth Management LLC |
2024 Q4
|
1/22/2025 |
169
|
$450 M
|
| FSC Wealth Advisors, LLC |
2024 Q4
|
1/22/2025 |
307
|
$160 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2024 Q4
|
1/22/2025 |
121
|
$200 M
|
| Vert Asset Management LLC |
2024 Q4
|
1/22/2025 |
43
|
$290 M
|
| Whitcomb & Hess, Inc. |
2024 Q4
|
1/22/2025 |
56
|
$320 M
|
| IRON Financial LLC |
2024 Q4
|
1/22/2025 |
104
|
$180 M
|
| Cascade Investment Advisors, Inc. |
2024 Q4
|
1/22/2025 |
113
|
$160 M
|
| Altus Wealth Management, LLC |
2024 Q4
|
1/22/2025 |
41
|
$220 M
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2024 Q4
|
1/22/2025 |
95
|
$500 M
|
| Integrity Wealth Solutions LLC |
2024 Q4
|
1/22/2025 |
96
|
$180 M
|
| Nilsine Partners, LLC |
2024 Q4
|
1/22/2025 |
363
|
$930 M
|
| Berkshire Bank |
2024 Q4
|
1/22/2025 |
256
|
$430 M
|
| Strategic Wealth Investment Group, LLC |
2024 Q4 - NEW HOLDINGS
|
1/22/2025 |
132
|
$910 M
|
| Canal Insurance CO |
2024 Q4
|
1/22/2025 |
85
|
$390 M
|
| Slow Capital, Inc. |
2024 Q4
|
1/22/2025 |
120
|
$710 M
|
| Sheridan Capital Management, LLC |
2024 Q4
|
1/22/2025 |
27
|
$140 M
|
| Cherry Creek Investment Advisors, Inc. |
2024 Q4
|
1/22/2025 |
110
|
$200 M
|
| Lebenthal Global Advisors, LLC |
2024 Q4
|
1/22/2025 |
285
|
$550 M
|
| Strategic Wealth Investment Group, LLC |
2024 Q4
|
1/22/2025 |
132
|
$910 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2024 Q4
|
1/22/2025 |
292
|
$1.4 B
|
| Foundations Investment Advisors, LLC |
2024 Q4
|
1/22/2025 |
837
|
$5.2 B
|
| Refined Wealth Management |
2024 Q4
|
1/22/2025 |
27
|
$130 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2024 Q4
|
1/22/2025 |
93
|
$120 M
|
| Northland Capital Management LLC |
2024 Q4
|
1/22/2025 |
31
|
$130 M
|
| Valued Wealth Advisors LLC |
2024 Q4
|
1/22/2025 |
653
|
$160 M
|
| Curran Financial Partners, LLC |
2024 Q4
|
1/22/2025 |
96
|
$380 M
|
| Parkside Investments, LLC |
2024 Q4
|
1/22/2025 |
94
|
$670 M
|
| McLean Asset Management Corp |
2024 Q4
|
1/22/2025 |
153
|
$330 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2024 Q4
|
1/22/2025 |
69
|
$570 M
|
| EPIQ PARTNERS, LLC |
2024 Q4
|
1/22/2025 |
74
|
$180 M
|
| Northwest Financial Advisors |
2024 Q4
|
1/22/2025 |
113
|
$120 M
|
| S. R. Schill & Associates |
2024 Q4
|
1/22/2025 |
24
|
$120 M
|
| Court Place Advisors, LLC |
2024 Q4
|
1/22/2025 |
148
|
$310 M
|
| JDH Wealth Management, LLC |
2024 Q4
|
1/22/2025 |
46
|
$110 M
|
| MARINER INVESTMENT GROUP LLC |
2024 Q4
|
1/22/2025 |
46
|
$500 M
|
| CKW FINANCIAL GROUP |
2024 Q4
|
1/22/2025 |
250
|
$810 M
|