| GUERRA PAN ADVISORS, LLC |
2024 Q4
|
1/21/2025 |
112
|
$140 M
|
| Cypress Point Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
69
|
$320 M
|
| Embree Financial Group |
2024 Q4
|
1/21/2025 |
195
|
$590 M
|
| Clarendon Private LLC |
2024 Q4
|
1/21/2025 |
101
|
$96 M
|
| CORA CAPITAL ADVISORS LLC |
2024 Q4
|
1/21/2025 |
105
|
$210 M
|
| PB INVESTMENT PARTNERS, L.P. |
2024 Q4
|
1/21/2025 |
8
|
$130 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
128
|
$200 M
|
| Baron Financial Group, LLC |
2024 Q4
|
1/21/2025 |
50
|
$160 M
|
| Flagship Private Wealth, LLC |
2024 Q4
|
1/21/2025 |
100
|
$210 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2024 Q4
|
1/21/2025 |
99
|
$560 M
|
| Fort Henry Capital, LLC |
2024 Q4
|
1/21/2025 |
14
|
$140 M
|
| Consolidated Investment Group LLC |
2024 Q4
|
1/21/2025 |
64
|
$710 M
|
| VISTA INVESTMENT PARTNERS LLC |
2024 Q4
|
1/21/2025 |
149
|
$320 M
|
| Rockwood Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
98
|
$930 M
|
| Crescent Grove Advisors, LLC |
2024 Q4
|
1/21/2025 |
278
|
$1.0 B
|
| Marshall Financial Group, LLC |
2024 Q4
|
1/21/2025 |
218
|
$410 M
|
| RTD Financial Advisors, Inc. |
2024 Q4
|
1/21/2025 |
113
|
$780 M
|
| Park Edge Advisors, LLC |
2024 Q4
|
1/21/2025 |
140
|
$340 M
|
| Canaan Partners XI LLC |
2024 Q4
|
1/21/2025 |
3
|
$77 M
|
| KFG WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
182
|
$530 M
|
| Andina Capital Management, LLC |
2024 Q4
|
1/21/2025 |
107
|
$120 M
|
| Applied Capital LLC/FL |
2024 Q4
|
1/21/2025 |
88
|
$130 M
|
| LifePlan Investment Advisors, Inc. |
2023 Q2
|
1/21/2025 |
53
|
$89 M
|
| LifePlan Investment Advisors, Inc. |
2023 Q3
|
1/21/2025 |
64
|
$94 M
|
| LifePlan Investment Advisors, Inc. |
2023 Q4
|
1/21/2025 |
69
|
$110 M
|
| LifePlan Investment Advisors, Inc. |
2024 Q1
|
1/21/2025 |
83
|
$130 M
|
| LifePlan Investment Advisors, Inc. |
2024 Q3
|
1/21/2025 |
95
|
$160 M
|
| LifePlan Investment Advisors, Inc. |
2024 Q2
|
1/21/2025 |
86
|
$140 M
|
| Regency Capital Management Inc.\DE |
2024 Q4
|
1/21/2025 |
49
|
$180 M
|
| ETF Portfolio Partners, Inc. |
2024 Q4
|
1/21/2025 |
54
|
$330 M
|
| High Net Worth Advisory Group LLC |
2024 Q4
|
1/21/2025 |
219
|
$360 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/21/2025 |
205
|
$680 M
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
70
|
$200 M
|
| J.H. Whitney Equity Partners VII, LLC |
2024 Q4
|
1/21/2025 |
1
|
$220 M
|
| Team Hewins, LLC |
2024 Q4
|
1/21/2025 |
26
|
$230 M
|
| Asio Capital, LLC |
2024 Q4
|
1/21/2025 |
104
|
$530 M
|
| Echo Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
48
|
$140 M
|
| Archford Capital Strategies, LLC |
2024 Q4
|
1/21/2025 |
266
|
$660 M
|
| FIRST CITIZENS BANK & TRUST CO |
2024 Q4
|
1/21/2025 |
727
|
$5.4 B
|
| Investment Research & Advisory Group, Inc. |
2024 Q4
|
1/21/2025 |
212
|
$240 M
|
| Duncan Williams Asset Management, LLC |
2024 Q4
|
1/21/2025 |
146
|
$250 M
|
| ANDERSON HOAGLAND & CO |
2024 Q4
|
1/21/2025 |
137
|
$970 M
|
| Olstein Capital Management, L.P. |
2024 Q4
|
1/21/2025 |
98
|
$570 M
|
| Alan B Lancz & Associates, Inc. |
2024 Q4
|
1/21/2025 |
127
|
$98 M
|
| Jacksonville Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
59
|
$110 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2024 Q4
|
1/21/2025 |
220
|
$750 M
|
| DUALITY ADVISERS, LP |
2024 Q4
|
1/21/2025 |
1
|
$0
|
| Arkfeld Wealth Strategies, L.L.C. |
2024 Q4
|
1/21/2025 |
93
|
$220 M
|
| Merkkuri Wealth Advisors LLC |
2024 Q4
|
1/21/2025 |
84
|
$130 M
|
| TTP Investments, Inc. |
2024 Q4
|
1/21/2025 |
37
|
$290 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2024 Q4
|
1/21/2025 |
148
|
$310 M
|
| TTP Investments, Inc. |
2024 Q3 - RESTATEMENT
|
1/21/2025 |
32
|
$290 M
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2024 Q4
|
1/21/2025 |
159
|
$1.7 B
|
| Affiance Financial, LLC |
2024 Q4
|
1/21/2025 |
104
|
$420 M
|
| AlphaMark Advisors, LLC |
2024 Q4
|
1/21/2025 |
642
|
$230 M
|
| Grassi Investment Management |
2024 Q4 - RESTATEMENT
|
1/21/2025 |
130
|
$1.2 B
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2024 Q4
|
1/21/2025 |
63
|
$880 M
|
| MOODY LYNN & LIEBERSON, LLC |
2024 Q4
|
1/21/2025 |
246
|
$1.6 B
|
| Alpha Financial Advisors, LLC |
2024 Q4
|
1/21/2025 |
49
|
$220 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2024 Q4
|
1/21/2025 |
737
|
$1.9 B
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2024 Q4
|
1/21/2025 |
130
|
$270 M
|
| Insight Inv LLC |
2024 Q4
|
1/21/2025 |
124
|
$140 M
|
| Stewardship Advisors, LLC |
2024 Q4
|
1/21/2025 |
152
|
$360 M
|
| Running Oak Capital LLC |
2024 Q4
|
1/21/2025 |
112
|
$770 M
|
| B.O.S.S. Retirement Advisors, LLC |
2024 Q4
|
1/21/2025 |
178
|
$360 M
|
| ADVOCATE GROUP LLC |
2024 Q4
|
1/21/2025 |
115
|
$530 M
|
| VANTAGE WEALTH |
2024 Q4
|
1/21/2025 |
32
|
$460 M
|
| First Bancorp, Inc /ME/ |
2024 Q4
|
1/21/2025 |
222
|
$150 M
|
| Compass Wealth Management LLC |
2024 Q4
|
1/21/2025 |
395
|
$420 M
|
| Nikulski Financial, Inc. |
2024 Q4
|
1/21/2025 |
133
|
$340 M
|
| Grange Capital, LLC |
2024 Q4
|
1/21/2025 |
42
|
$95 M
|
| TOTH FINANCIAL ADVISORY CORP |
2024 Q4
|
1/21/2025 |
699
|
$850 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
20
|
$290 M
|
| Cedar Mountain Advisors, LLC |
2024 Q4
|
1/21/2025 |
377
|
$460 M
|
| Monte Financial Group, LLC |
2024 Q4
|
1/21/2025 |
84
|
$230 M
|
| CFS Investment Advisory Services, LLC |
2024 Q4
|
1/21/2025 |
294
|
$1.1 B
|
| Tributary Capital Management, LLC |
2024 Q4
|
1/21/2025 |
227
|
$1.3 B
|
| GSB Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
216
|
$390 M
|
| GRIMES & COMPANY, INC. |
2024 Q4
|
1/21/2025 |
448
|
$3.5 B
|
| SJS Investment Consulting Inc. |
2024 Q4
|
1/21/2025 |
1,875
|
$580 M
|
| Fenimore Asset Management Inc |
2024 Q4
|
1/21/2025 |
94
|
$4.8 B
|
| FIFTH THIRD BANCORP |
2024 Q4
|
1/21/2025 |
2,507
|
$28 B
|
| apricus wealth, LLC |
2024 Q4
|
1/21/2025 |
101
|
$150 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2024 Q4
|
1/21/2025 |
154
|
$7.6 B
|
| Lantz Financial LLC |
2024 Q4
|
1/21/2025 |
227
|
$380 M
|
| Linden Thomas Advisory Services, LLC |
2024 Q4
|
1/21/2025 |
469
|
$790 M
|
| Cyndeo Wealth Partners, LLC |
2024 Q4
|
1/21/2025 |
441
|
$1.5 B
|
| Geneos Wealth Management Inc. |
2024 Q4
|
1/21/2025 |
2,879
|
$2.9 B
|
| Legacy Wealth Management, Inc |
2024 Q4
|
1/21/2025 |
42
|
$1.6 B
|
| Dynamic Advisor Solutions LLC |
2024 Q4
|
1/21/2025 |
652
|
$2.3 B
|
| Aspiring Ventures, LLC |
2024 Q4
|
1/21/2025 |
54
|
$160 M
|
| HILLMAN CO |
2024 Q4
|
1/21/2025 |
13
|
$240 M
|
| Accel Wealth Management |
2024 Q4
|
1/21/2025 |
251
|
$260 M
|
| DGS Capital Management, LLC |
2024 Q4
|
1/21/2025 |
306
|
$400 M
|
| CHEMUNG CANAL TRUST CO |
2024 Q4
|
1/21/2025 |
223
|
$480 M
|
| BENNETT SELBY INVESTMENTS LP |
2024 Q4
|
1/21/2025 |
74
|
$250 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2024 Q4
|
1/21/2025 |
160
|
$200 M
|
| AM INVESTMENT STRATEGIES LLC |
2024 Q4
|
1/21/2025 |
100
|
$410 M
|
| Nepsis Inc. |
2024 Q4
|
1/21/2025 |
27
|
$400 M
|
| Pflug Koory, LLC |
2024 Q4
|
1/21/2025 |
399
|
$200 M
|