| 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
|
| 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
|