| MILESTONE ASSET MANAGEMENT, LLC |
2025 Q1
|
4/9/2025 |
343
|
$470 M
|
| FLAGSTAR ADVISORS INC |
2025 Q1
|
4/9/2025 |
215
|
$390 M
|
| O'Keefe Stevens Advisory, Inc. |
2025 Q1
|
4/9/2025 |
68
|
$300 M
|
| Navigation Wealth Management, Inc. |
2025 Q1
|
4/9/2025 |
11
|
$65 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q1
|
4/9/2025 |
145
|
$210 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2025 Q1
|
4/9/2025 |
158
|
$720 M
|
| Hummer Financial Advisory Services Inc |
2025 Q1
|
4/9/2025 |
107
|
$120 M
|
| Donor Advised Charitable Giving, Inc. |
2025 Q1
|
4/9/2025 |
40
|
$3.5 B
|
| High Net Worth Advisory Group LLC |
2025 Q1
|
4/9/2025 |
215
|
$350 M
|
| Gradient Investments LLC |
2025 Q1
|
4/9/2025 |
320
|
$5.0 B
|
| Affiance Financial, LLC |
2025 Q1
|
4/9/2025 |
102
|
$430 M
|
| Marquette Asset Management, LLC |
2025 Q1
|
4/9/2025 |
147
|
$570 M
|
| International City Management Association Retirement Corp |
2025 Q1
|
4/9/2025 |
6
|
$180 M
|
| LBMC INVESTMENT ADVISORS, LLC |
2025 Q1
|
4/9/2025 |
201
|
$1.3 B
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2025 Q1
|
4/9/2025 |
9
|
$880 M
|
| ANDERSON HOAGLAND & CO |
2025 Q1
|
4/9/2025 |
135
|
$840 M
|
| XXEC, Inc. |
2025 Q1
|
4/9/2025 |
21
|
$120 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q1
|
4/9/2025 |
1,176
|
$1.0 B
|
| Keystone Financial Planning, Inc. |
2025 Q1
|
4/9/2025 |
46
|
$340 M
|
| Roxbury Financial LLC |
2025 Q1
|
4/9/2025 |
349
|
$100 M
|
| Graves Light Lenhart Wealth, Inc. |
2025 Q1
|
4/9/2025 |
187
|
$810 M
|
| Arlington Financial Advisors, LLC |
2025 Q1
|
4/9/2025 |
108
|
$570 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q1
|
4/9/2025 |
70
|
$130 M
|
| Divergent Planning, LLC |
2025 Q1
|
4/9/2025 |
30
|
$300 M
|
| Shulman DeMeo Asset Management LLC |
2025 Q1
|
4/9/2025 |
116
|
$360 M
|
| Towerpoint Wealth, LLC |
2025 Q1
|
4/9/2025 |
81
|
$200 M
|
| Eldred Rock Partners, LLC |
2025 Q1
|
4/9/2025 |
29
|
$330 M
|
| Quad-Cities Investment Group, LLC |
2025 Q1
|
4/9/2025 |
183
|
$200 M
|
| IMZ Advisory Inc |
2025 Q1
|
4/9/2025 |
41
|
$220 M
|
| Capital CS Group, LLC |
2025 Q1
|
4/9/2025 |
60
|
$62 M
|
| LVW Advisors, LLC |
2025 Q1
|
4/9/2025 |
298
|
$840 M
|
| Archer Investment Management, LLC |
2025 Q1
|
4/9/2025 |
57
|
$140 M
|
| Strong Tower Advisory Services |
2025 Q1
|
4/9/2025 |
97
|
$410 M
|
| Sarasin & Partners LLP |
2025 Q1
|
4/9/2025 |
79
|
$10 B
|
| Crocodile Capital Partners GmbH |
2025 Q1
|
4/9/2025 |
12
|
$71 M
|
| McNaughton Wealth Management, LLC |
2025 Q1
|
4/9/2025 |
73
|
$210 M
|
| Cox Capital Mgt LLC |
2025 Q1
|
4/9/2025 |
58
|
$140 M
|
| SWEENEY & MICHEL, LLC |
2025 Q1
|
4/9/2025 |
119
|
$230 M
|
| Fragasso Financial Advisors Inc |
2025 Q1
|
4/9/2025 |
265
|
$1.3 B
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2025 Q1
|
4/9/2025 |
34
|
$290 M
|
| QV Investors Inc. |
2025 Q1
|
4/9/2025 |
65
|
$990 M
|
| NBC SECURITIES, INC. |
2025 Q1
|
4/9/2025 |
2,119
|
$1.2 B
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/9/2025 |
237
|
$260 M
|
| Future Financial Wealth Managment LLC |
2025 Q1
|
4/9/2025 |
448
|
$140 M
|
| Mid-American Wealth Advisory Group, Inc. |
2025 Q1
|
4/9/2025 |
48
|
$190 M
|
| Gunderson Capital Management Inc. |
2025 Q1
|
4/9/2025 |
29
|
$160 M
|
| West Financial Advisors, LLC |
2025 Q1
|
4/9/2025 |
203
|
$530 M
|
| Enterprise Bank & Trust Co |
2025 Q1
|
4/9/2025 |
130
|
$260 M
|
| Worth Asset Management, LLC |
2025 Q1
|
4/9/2025 |
361
|
$180 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/9/2025 |
77
|
$150 M
|
| Fiduciary Alliance LLC |
2025 Q1
|
4/9/2025 |
385
|
$1.0 B
|
| MOLLER WEALTH PARTNERS |
2025 Q1
|
4/9/2025 |
66
|
$400 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2025 Q1
|
4/9/2025 |
84
|
$290 M
|
| PMG Wealth Management, Inc. |
2025 Q1
|
4/9/2025 |
42
|
$94 M
|
| Dynamic Financial Group |
2024 Q4
|
4/9/2025 |
61
|
$98 M
|
| Ervin Investment Management, LLC |
2025 Q1
|
4/9/2025 |
38
|
$150 M
|
| Parkside Advisors LLC |
2025 Q1
|
4/9/2025 |
81
|
$420 M
|
| Talbot Financial, LLC |
2025 Q1
|
4/9/2025 |
63
|
$800 M
|
| Douglas Lane & Associates, LLC |
2025 Q1
|
4/9/2025 |
236
|
$6.8 B
|
| CenterStar Asset Management, LLC |
2025 Q1
|
4/9/2025 |
333
|
$420 M
|
| TL Private Wealth |
2025 Q1
|
4/9/2025 |
41
|
$200 M
|
| DUDLEY & SHANLEY, INC. |
2025 Q1
|
4/9/2025 |
37
|
$640 M
|
| Addenda Capital Inc. |
2025 Q1
|
4/9/2025 |
123
|
$2.7 B
|
| WOODSTOCK CORP |
2025 Q1
|
4/9/2025 |
153
|
$1.0 B
|
| WRIGHT INVESTORS SERVICE INC |
2025 Q1
|
4/9/2025 |
224
|
$300 M
|
| SigFig Wealth Management, LLC |
2025 Q1
|
4/9/2025 |
127
|
$2.8 B
|
| AMERICAN NATIONAL BANK & TRUST |
2025 Q1
|
4/9/2025 |
599
|
$900 M
|
| Polunin Capital Partners Ltd |
2025 Q1
|
4/9/2025 |
27
|
$490 k
|
| Iowa State Bank |
2025 Q1
|
4/9/2025 |
120
|
$470 M
|
| Dakota Community Bank & Trust NA |
2025 Q1
|
4/9/2025 |
116
|
$21 M
|
| Green Alpha Advisors, LLC |
2025 Q1
|
4/9/2025 |
112
|
$94 M
|
| General Pension Society PZU Joint Stock Co |
2025 Q1
|
4/9/2025 |
17
|
$300 M
|
| Advance Capital Management, Inc. |
2025 Q1
|
4/9/2025 |
162
|
$2.1 B
|
| JTC Employer Solutions Trustee Ltd |
2025 Q1
|
4/9/2025 |
318
|
$1.2 B
|
| Czech National Bank |
2025 Q1
|
4/9/2025 |
503
|
$11 B
|
| Aurora Investment Managers, LLC. |
2025 Q1
|
4/8/2025 |
43
|
$160 M
|
| COOPER INVESTORS PTY LTD |
2021 Q3
|
4/8/2025 |
41
|
$1.5 B
|
| COOPER INVESTORS PTY LTD |
2021 Q4
|
4/8/2025 |
44
|
$1.6 B
|
| COOPER INVESTORS PTY LTD |
2022 Q1
|
4/8/2025 |
42
|
$1.4 B
|
| Shotwell Rutter Baer Inc |
2025 Q1
|
4/8/2025 |
33
|
$110 M
|
| Hoffman, Alan N Investment Management |
2025 Q1
|
4/8/2025 |
14
|
$190 M
|
| CANNAE HOLDINGS, INC. |
2025 Q1
|
4/8/2025 |
5
|
$920 M
|
| Ampersand Capital Group, L.P. |
2024 Q4
|
4/8/2025 |
7
|
$150 M
|
| COOPER INVESTORS PTY LTD |
2020 Q4
|
4/8/2025 |
41
|
$1.3 B
|
| COOPER INVESTORS PTY LTD |
2020 Q3
|
4/8/2025 |
40
|
$1.1 B
|
| COOPER INVESTORS PTY LTD |
2020 Q2
|
4/8/2025 |
39
|
$960 M
|
| COOPER INVESTORS PTY LTD |
2021 Q1
|
4/8/2025 |
42
|
$1.3 B
|
| Castle Rock Wealth Management, LLC |
2025 Q1
|
4/8/2025 |
225
|
$370 M
|
| SANDERS MORRIS HARRIS LLC |
2025 Q1
|
4/8/2025 |
288
|
$650 M
|
| Profit Investment Management, LLC |
2025 Q1
|
4/8/2025 |
74
|
$110 M
|
| Kaizen Financial Strategies |
2025 Q1
|
4/8/2025 |
139
|
$170 M
|
| Legacy Wealth Asset Management, LLC |
2025 Q1
|
4/8/2025 |
339
|
$360 M
|
| Wallace Advisory Group, LLC |
2025 Q1
|
4/8/2025 |
187
|
$140 M
|
| Mechanics Bank Trust Department |
2025 Q1
|
4/8/2025 |
378
|
$730 M
|
| Mirador Capital Partners LP |
2025 Q1
|
4/8/2025 |
197
|
$570 M
|
| COOPER INVESTORS PTY LTD |
2021 Q2
|
4/8/2025 |
41
|
$1.5 B
|
| Quantum Financial Advisors, LLC |
2025 Q1
|
4/8/2025 |
175
|
$670 M
|
| 180 WEALTH ADVISORS, LLC |
2025 Q1
|
4/8/2025 |
413
|
$630 M
|
| Hardin Capital Partners, LLC |
2025 Q1
|
4/8/2025 |
116
|
$160 M
|
| JGP Wealth Management, LLC |
2025 Q1
|
4/8/2025 |
186
|
$760 M
|