| ARRIEN INVESTMENTS, INC. |
2024 Q3
|
4/10/2025 |
37
|
$140 M
|
| SMI Advisory Services, LLC |
2025 Q1
|
4/10/2025 |
55
|
$440 M
|
| FLOYD FINANCIAL GROUP LLC |
2025 Q1
|
4/10/2025 |
55
|
$110 M
|
| ARRIEN INVESTMENTS, INC. |
2025 Q1
|
4/10/2025 |
33
|
$140 M
|
| CATHY PARETO & ASSOCIATES, INC |
2025 Q1
|
4/10/2025 |
82
|
$110 M
|
| Quadratic Capital Management LLC |
2025 Q1
|
4/10/2025 |
2
|
$390 M
|
| Richard P Slaughter Associates Inc |
2025 Q1
|
4/10/2025 |
127
|
$430 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/10/2025 |
157
|
$220 M
|
| BRAVE ASSET MANAGEMENT INC |
2025 Q1
|
4/10/2025 |
167
|
$320 M
|
| Lakeshore Capital Group, Inc. |
2025 Q1
|
4/10/2025 |
75
|
$100 M
|
| Greenfield Savings Bank |
2025 Q1
|
4/10/2025 |
145
|
$200 M
|
| STRATEGIC PLANNING GROUP, LLC |
2025 Q1
|
4/10/2025 |
79
|
$510 M
|
| WATERSHED PRIVATE WEALTH LLC |
2025 Q1
|
4/10/2025 |
111
|
$250 M
|
| SS&H Financial Advisors, Inc. |
2025 Q1
|
4/10/2025 |
122
|
$270 M
|
| CPR Investments Inc. |
2025 Q1
|
4/10/2025 |
37
|
$110 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/10/2025 |
373
|
$470 M
|
| Accel Wealth Management |
2025 Q1
|
4/10/2025 |
256
|
$280 M
|
| PEAK FINANCIAL ADVISORS LLC |
2025 Q1
|
4/10/2025 |
72
|
$200 M
|
| TrueWealth Advisors, LLC |
2025 Q1
|
4/10/2025 |
208
|
$300 M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q1
|
4/10/2025 |
30
|
$130 M
|
| Amplius Wealth Advisors, LLC |
2025 Q1
|
4/10/2025 |
183
|
$960 M
|
| Apella Capital, LLC |
2025 Q1
|
4/10/2025 |
388
|
$2.9 B
|
| Level Financial Advisors |
2025 Q1
|
4/10/2025 |
85
|
$290 M
|
| Myriad Asset Management US LP |
2025 Q1
|
4/10/2025 |
22
|
$240 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2025 Q1
|
4/10/2025 |
71
|
$450 M
|
| VIKING FUND MANAGEMENT LLC |
2025 Q1
|
4/10/2025 |
140
|
$690 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2025 Q1
|
4/10/2025 |
153
|
$6.9 B
|
| Clarus Wealth Advisors |
2025 Q1
|
4/10/2025 |
88
|
$190 M
|
| Horizons Wealth Management |
2025 Q1
|
4/10/2025 |
180
|
$130 M
|
| DBK Financial Counsel, LLC |
2025 Q1
|
4/10/2025 |
50
|
$100 M
|
| Triangle Securities Wealth Management |
2025 Q1
|
4/10/2025 |
201
|
$390 M
|
| Snow Phipps Group, LLC |
2025 Q1
|
4/10/2025 |
2
|
$290 M
|
| Hennion & Walsh Asset Management, Inc. |
2025 Q1
|
4/10/2025 |
870
|
$2.2 B
|
| Heritage Family Offices, LLP |
2025 Q1
|
4/10/2025 |
177
|
$200 M
|
| Bridge Creek Capital Management LLC |
2025 Q1
|
4/10/2025 |
105
|
$320 M
|
| Addis & Hill, Inc |
2025 Q1
|
4/10/2025 |
28
|
$140 M
|
| HAMILTON LANE ADVISORS LLC |
2025 Q1
|
4/10/2025 |
14
|
$120 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/10/2025 |
49
|
$140 M
|
| Bremer Bank National Association |
2025 Q1
|
4/10/2025 |
312
|
$560 M
|
| Silverberg Bernstein Capital Management LLC |
2025 Q1
|
4/10/2025 |
62
|
$110 M
|
| CGN Advisors LLC |
2025 Q1
|
4/10/2025 |
289
|
$1.0 B
|
| Crestmont Private Wealth LLC |
2025 Q1
|
4/10/2025 |
77
|
$230 M
|
| Unigestion Holding SA |
2025 Q1
|
4/10/2025 |
370
|
$1.7 B
|
| FIRST FINANCIAL CORP /IN/ |
2025 Q1
|
4/10/2025 |
455
|
$210 M
|
| ROMANO BROTHERS AND COMPANY |
2025 Q1
|
4/10/2025 |
301
|
$770 M
|
| Trinity Street Asset Management LLP |
2025 Q1
|
4/10/2025 |
16
|
$990 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2025 Q1
|
4/10/2025 |
843
|
$1.3 B
|
| Rialto Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
994
|
$320 M
|
| COOPER INVESTORS PTY LTD |
2022 Q3
|
4/9/2025 |
39
|
$1.1 B
|
| SPRING CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/9/2025 |
50
|
$180 M
|
| EWG Elevate Inc. |
2025 Q1
|
4/9/2025 |
121
|
$270 M
|
| COOPER INVESTORS PTY LTD |
2022 Q4
|
4/9/2025 |
40
|
$1.1 B
|
| MKD WEALTH COACHES, LLC |
2025 Q1
|
4/9/2025 |
25
|
$88 M
|
| Kure Advisory, LLC |
2025 Q1
|
4/9/2025 |
43
|
$130 M
|
| THREADGILL FINANCIAL, LLC |
2025 Q1
|
4/9/2025 |
44
|
$190 M
|
| Legacy Financial Group LLC |
2025 Q1
|
4/9/2025 |
111
|
$650 M
|
| COOPER INVESTORS PTY LTD |
2023 Q3
|
4/9/2025 |
38
|
$1.3 B
|
| JBGlobal.com LLC |
2025 Q1
|
4/9/2025 |
32
|
$96 M
|
| COOPER INVESTORS PTY LTD |
2023 Q1
|
4/9/2025 |
36
|
$1.2 B
|
| TMT General Partner Ltd |
2025 Q1
|
4/9/2025 |
2
|
$350 M
|
| COOPER INVESTORS PTY LTD |
2024 Q1
|
4/9/2025 |
43
|
$1.7 B
|
| COOPER INVESTORS PTY LTD |
2023 Q4
|
4/9/2025 |
42
|
$1.7 B
|
| Twele Capital Management, Inc. |
2025 Q1
|
4/9/2025 |
39
|
$470 M
|
| MARSHALL & SULLIVAN INC /WA/ |
2025 Q1
|
4/9/2025 |
42
|
$200 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2025 Q1
|
4/9/2025 |
122
|
$260 M
|
| Smith Anglin Financial, LLC |
2025 Q1
|
4/9/2025 |
214
|
$940 M
|
| COOPER INVESTORS PTY LTD |
2022 Q2
|
4/9/2025 |
39
|
$1.1 B
|
| Whipplewood Advisors, LLC |
2025 Q1
|
4/9/2025 |
2,067
|
$170 M
|
| Selway Asset Management |
2025 Q1
|
4/9/2025 |
75
|
$240 M
|
| Buska Wealth Management, LLC |
2025 Q1
|
4/9/2025 |
64
|
$320 M
|
| Planned Solutions, Inc. |
2025 Q1
|
4/9/2025 |
113
|
$250 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/9/2025 |
105
|
$460 M
|
| RFG Advisory, LLC |
2025 Q1
|
4/9/2025 |
851
|
$3.7 B
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/9/2025 |
94
|
$2.6 B
|
| Capital Asset Advisory Services LLC |
2025 Q1
|
4/9/2025 |
282
|
$2.0 B
|
| Ace Management Global Ltd. |
2025 Q1
|
4/9/2025 |
1
|
$0
|
| Swisher Financial Concepts, Inc. |
2025 Q1
|
4/9/2025 |
80
|
$120 M
|
| Canaan Partners XI LLC |
2025 Q1
|
4/9/2025 |
4
|
$66 M
|
| Leibman Financial Services, Inc. |
2025 Q1
|
4/9/2025 |
53
|
$130 M
|
| Freestate Advisors LLC |
2025 Q1
|
4/9/2025 |
38
|
$100 M
|
| Orion Resource Partners LP |
2024 Q4 - NEW HOLDINGS
|
4/9/2025 |
2
|
$18 M
|
| Bank & Trust Co |
2025 Q1
|
4/9/2025 |
289
|
$120 M
|
| Orion Resource Partners LP |
2024 Q3 - NEW HOLDINGS
|
4/9/2025 |
2
|
$16 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/9/2025 |
481
|
$150 M
|
| KWMG, LLC |
2025 Q1
|
4/9/2025 |
143
|
$980 M
|
| McLean Asset Management Corp |
2025 Q1
|
4/9/2025 |
149
|
$300 M
|
| ETF Portfolio Partners, Inc. |
2025 Q1
|
4/9/2025 |
64
|
$330 M
|
| InvesTrust |
2025 Q1
|
4/9/2025 |
91
|
$370 M
|
| Fulton Bank, N.A. |
2025 Q1
|
4/9/2025 |
1,065
|
$2.5 B
|
| HBW ADVISORY SERVICES LLC |
2025 Q1
|
4/9/2025 |
386
|
$700 M
|
| ST GERMAIN D J CO INC |
2025 Q1
|
4/9/2025 |
812
|
$2.1 B
|
| Merit Financial Group, LLC |
2025 Q1
|
4/9/2025 |
1,411
|
$6.7 B
|
| VANTAGE WEALTH |
2025 Q1
|
4/9/2025 |
31
|
$440 M
|
| Hartz Capital, Inc. |
2025 Q1
|
4/9/2025 |
1
|
$0
|
| Compass Investment Advisers LLC |
2024 Q4
|
4/9/2025 |
29
|
$34 M
|
| BAXTER BROS INC |
2025 Q1
|
4/9/2025 |
148
|
$760 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2025 Q1
|
4/9/2025 |
498
|
$230 M
|
| Paladin Wealth, LLC |
2025 Q1
|
4/9/2025 |
95
|
$110 M
|
| Pioneer Wealth Management Group |
2025 Q1
|
4/9/2025 |
38
|
$230 M
|
| Bennett Associates Wealth Management |
2025 Q1
|
4/9/2025 |
43
|
$120 M
|