| HBC Financial Services, PLLC |
2024 Q4
|
1/16/2025 |
202
|
$160 M
|
| Sky Investment Group LLC |
2024 Q4
|
1/16/2025 |
137
|
$550 M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2024 Q4
|
1/16/2025 |
136
|
$1.4 B
|
| Amplius Wealth Advisors, LLC |
2024 Q4
|
1/16/2025 |
177
|
$980 M
|
| Prairiewood Capital, LLC |
2024 Q4
|
1/16/2025 |
78
|
$230 M
|
| Wealthquest Corp |
2024 Q4
|
1/16/2025 |
128
|
$1.2 B
|
| Aurora Investment Managers, LLC. |
2024 Q4
|
1/16/2025 |
46
|
$160 M
|
| Breakwater Investment Management |
2024 Q4 - RESTATEMENT
|
1/16/2025 |
309
|
$240 M
|
| Breakwater Investment Management |
2024 Q3 - RESTATEMENT
|
1/16/2025 |
310
|
$240 M
|
| LaFleur & Godfrey LLC |
2024 Q4
|
1/16/2025 |
150
|
$730 M
|
| Overbrook Management Corp |
2024 Q4
|
1/16/2025 |
51
|
$460 M
|
| UNION SAVINGS BANK |
2024 Q4
|
1/16/2025 |
384
|
$200 M
|
| Lionsbridge Wealth Management LLC |
2024 Q4
|
1/16/2025 |
61
|
$120 M
|
| Cove Private Wealth, LLC |
2024 Q4
|
1/16/2025 |
107
|
$170 M
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2024 Q4
|
1/16/2025 |
302
|
$480 M
|
| Zhang Financial LLC |
2024 Q4
|
1/16/2025 |
295
|
$1.7 B
|
| Shore Point Advisors, LLC |
2024 Q4
|
1/16/2025 |
64
|
$190 M
|
| Bricktown Capital, LLC |
2024 Q4
|
1/16/2025 |
24
|
$480 M
|
| Guinness Atkinson Asset Management Inc |
2024 Q4
|
1/16/2025 |
85
|
$200 M
|
| Guinness Asset Management LTD |
2024 Q4
|
1/16/2025 |
106
|
$5.3 B
|
| Corundum Group, Inc. |
2024 Q4
|
1/16/2025 |
100
|
$270 M
|
| MassMutual Private Wealth & Trust, FSB |
2024 Q4
|
1/16/2025 |
2,334
|
$3.6 B
|
| Purus Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
123
|
$250 M
|
| Meritas Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
50
|
$170 M
|
| PENN DAVIS MCFARLAND INC |
2024 Q4
|
1/16/2025 |
81
|
$920 M
|
| BigSur Wealth Management LLC |
2024 Q4
|
1/16/2025 |
154
|
$350 M
|
| Ervin Investment Management, LLC |
2024 Q4
|
1/16/2025 |
37
|
$150 M
|
| True Link Financial Advisors, LLC |
2024 Q4
|
1/16/2025 |
73
|
$1.2 B
|
| Bremer Bank National Association |
2024 Q4
|
1/16/2025 |
286
|
$510 M
|
| UMB Bank, n.a. |
2024 Q4
|
1/16/2025 |
2,930
|
$6.3 B
|
| AHL INVESTMENT MANAGEMENT, INC. |
2024 Q4
|
1/16/2025 |
68
|
$140 M
|
| BlueSky Wealth Advisors, LLC |
2024 Q4
|
1/16/2025 |
74
|
$640 M
|
| Strong Tower Advisory Services |
2024 Q4
|
1/16/2025 |
92
|
$380 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
41
|
$230 M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
29
|
$190 M
|
| Kanen Wealth Management LLC |
2024 Q4
|
1/16/2025 |
25
|
$270 M
|
| CIM, LLC |
2024 Q3
|
1/16/2025 |
164
|
$690 M
|
| Onyx Financial Advisors, LLC |
2024 Q4
|
1/16/2025 |
14
|
$180 M
|
| FLC Capital Advisors |
2024 Q4
|
1/16/2025 |
174
|
$430 M
|
| SFG Wealth Management, LLC. |
2024 Q4
|
1/16/2025 |
98
|
$190 M
|
| DLK Investment Management, LLC |
2024 Q4
|
1/16/2025 |
89
|
$240 M
|
| Stokes Capital Advisors, LLC |
2024 Q4
|
1/16/2025 |
72
|
$390 M
|
| McCarthy & Cox |
2024 Q4
|
1/16/2025 |
63
|
$290 M
|
| Baugh & Associates, LLC |
2024 Q4
|
1/16/2025 |
39
|
$190 M
|
| Maltin Wealth Management, Inc. |
2024 Q4
|
1/16/2025 |
129
|
$200 M
|
| Bridgewater Advisors Inc. |
2024 Q4
|
1/16/2025 |
129
|
$960 M
|
| Flower City Capital |
2024 Q4
|
1/16/2025 |
34
|
$160 M
|
| Wealth Management Partners, LLC |
2024 Q4
|
1/16/2025 |
113
|
$230 M
|
| Uncommon Cents Investing LLC |
2024 Q4
|
1/16/2025 |
197
|
$340 M
|
| AMI INVESTMENT MANAGEMENT INC |
2024 Q4
|
1/16/2025 |
66
|
$310 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2024 Q4
|
1/16/2025 |
104
|
$220 M
|
| LPF Advisors LLC |
2024 Q4
|
1/16/2025 |
34
|
$120 M
|
| Sarasin & Partners LLP |
2024 Q4
|
1/16/2025 |
62
|
$9.1 B
|
| Community Bank of Raymore |
2024 Q4
|
1/16/2025 |
125
|
$130 M
|
| M.E. ALLISON & CO., INC. |
2024 Q4
|
1/16/2025 |
143
|
$91 M
|
| Oldfather Financial Services, LLC |
2024 Q4
|
1/16/2025 |
78
|
$260 M
|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/16/2025 |
53
|
$460 M
|
| FOCUS Wealth Advisors, LLC |
2024 Q4
|
1/16/2025 |
57
|
$190 M
|
| Systrade AG |
2024 Q4
|
1/16/2025 |
13
|
$59 M
|
| Thrive Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
196
|
$560 M
|
| Ironwood Financial, llc |
2024 Q4
|
1/16/2025 |
158
|
$480 M
|
| WILLNER & HELLER, LLC |
2024 Q4
|
1/16/2025 |
154
|
$110 M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
36
|
$230 M
|
| Donor Advised Charitable Giving, Inc. |
2024 Q4
|
1/16/2025 |
40
|
$4.4 B
|
| Trueblood Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
225
|
$200 M
|
| Financial Freedom, LLC |
2024 Q4
|
1/16/2025 |
360
|
$190 M
|
| Divergent Planning, LLC |
2024 Q4
|
1/16/2025 |
28
|
$290 M
|
| Scott Capital Advisors, LLC |
2024 Q4
|
1/16/2025 |
48
|
$350 M
|
| Pillar Wealth Advisors, LLC |
2024 Q4
|
1/16/2025 |
1
|
$0
|
| Lincoln Capital LLC |
2024 Q4
|
1/16/2025 |
116
|
$480 M
|
| Mechanics Bank Trust Department |
2024 Q4
|
1/16/2025 |
376
|
$750 M
|
| Seilern Investment Management Ltd |
2024 Q4
|
1/16/2025 |
21
|
$1.8 B
|
| Pine Haven Investment Counsel, Inc |
2024 Q4
|
1/16/2025 |
107
|
$120 M
|
| Diversify Advisory Services, LLC |
2024 Q4
|
1/16/2025 |
612
|
$1.8 B
|
| GUARDIAN INVESTMENT MANAGEMENT |
2024 Q4
|
1/16/2025 |
57
|
$140 M
|
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
514
|
$1.3 B
|
| LVW Advisors, LLC |
2024 Q4
|
1/16/2025 |
310
|
$830 M
|
| Eldred Rock Partners, LLC |
2024 Q4
|
1/16/2025 |
30
|
$290 M
|
| Gilman Hill Asset Management, LLC |
2024 Q4
|
1/16/2025 |
219
|
$570 M
|
| Terra Nova Asset Management LLC |
2024 Q4
|
1/16/2025 |
84
|
$130 M
|
| Smart Money Group LLC |
2024 Q4
|
1/16/2025 |
96
|
$290 M
|
| CITY HOLDING CO |
2024 Q4
|
1/16/2025 |
500
|
$710 M
|
| Ellsworth Advisors, LLC |
2024 Q4
|
1/16/2025 |
164
|
$380 M
|
| RiverTree Advisors, LLC |
2024 Q4
|
1/16/2025 |
46
|
$150 M
|
| RoundAngle Advisors LLC |
2024 Q4
|
1/16/2025 |
58
|
$110 M
|
| Successful Portfolios LLC |
2024 Q4
|
1/16/2025 |
161
|
$150 M
|
| Annex Advisory Services, LLC |
2024 Q4
|
1/16/2025 |
311
|
$3.3 B
|
| Ariose Capital Management Ltd |
2024 Q4
|
1/16/2025 |
13
|
$120 M
|
| Evanson Asset Management, LLC |
2024 Q4
|
1/16/2025 |
307
|
$1.5 B
|
| Mandatum Life Insurance Co Ltd |
2024 Q4
|
1/16/2025 |
81
|
$340 M
|
| HALL LAURIE J TRUSTEE |
2024 Q4
|
1/16/2025 |
469
|
$300 M
|
| TL Private Wealth |
2024 Q4
|
1/16/2025 |
43
|
$220 M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/16/2025 |
41
|
$190 M
|
| Cambridge Advisors Inc. |
2024 Q4
|
1/16/2025 |
168
|
$450 M
|
| Bernardo Wealth Planning LLC |
2024 Q4
|
1/16/2025 |
109
|
$420 M
|
| DELTA CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/16/2025 |
105
|
$180 M
|
| Renaissance Investment Group LLC |
2024 Q4
|
1/16/2025 |
78
|
$470 M
|
| My Legacy Advisors, LLC |
2024 Q4
|
1/16/2025 |
197
|
$260 M
|
| Maiden Cove Capital, LLC |
2024 Q4
|
1/16/2025 |
53
|
$55 M
|
| Polianta Ltd |
2024 Q4
|
1/16/2025 |
72
|
$210 M
|