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
|
Sandy Cove Advisors, LLC |
2024 Q1
|
4/17/2024 |
121
|
$220 M
|
Fiduciary Alliance LLC |
2024 Q1
|
4/17/2024 |
196
|
$570 M
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2024 Q1
|
4/17/2024 |
200
|
$350 M
|