| SNS Financial Group, LLC |
2024 Q2
|
7/25/2024 |
284
|
$930 M
|
| Levy Wealth Management Group, LLC |
2024 Q2
|
7/25/2024 |
101
|
$390 M
|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
2024 Q2
|
7/25/2024 |
51
|
$440 M
|
| Pettinga Financial Advisors LLC |
2024 Q2
|
7/25/2024 |
121
|
$400 M
|
| Ariose Capital Management Ltd |
2024 Q2
|
7/25/2024 |
13
|
$130 M
|
| Pineridge Advisors LLC |
2024 Q2
|
7/25/2024 |
631
|
$290 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2024 Q2
|
7/25/2024 |
347
|
$1.7 B
|
| WD RUTHERFORD LLC |
2024 Q2
|
7/25/2024 |
97
|
$200 M
|
| Core Wealth Management, Inc. |
2024 Q2
|
7/25/2024 |
28
|
$250 M
|
| Capital Advisors, Ltd. LLC |
2024 Q2
|
7/25/2024 |
1,584
|
$770 M
|
| ROB Exploration LLC |
2024 Q2
|
7/25/2024 |
1
|
$35 M
|
| New Millennium Group LLC |
2024 Q2
|
7/25/2024 |
415
|
$150 M
|
| First Heartland Consultants, Inc. |
2024 Q2
|
7/25/2024 |
445
|
$1.4 B
|
| Rooted Wealth Advisors, Inc. |
2024 Q2
|
7/25/2024 |
86
|
$230 M
|
| Harbor Island Capital LLC |
2024 Q2
|
7/25/2024 |
15
|
$230 M
|
| Addison Capital Co |
2024 Q2
|
7/25/2024 |
140
|
$230 M
|
| RAYMOND JAMES TRUST CO. OF NH |
2024 Q2
|
7/25/2024 |
20
|
$11 M
|
| apricus wealth, LLC |
2024 Q2
|
7/25/2024 |
93
|
$140 M
|
| MinichMacGregor Wealth Management, LLC |
2024 Q2
|
7/25/2024 |
103
|
$410 M
|
| EASTERLY INVESTMENT PARTNERS LLC |
2024 Q2
|
7/25/2024 |
206
|
$1.1 B
|
| Hills Bank & Trust Co |
2024 Q2
|
7/25/2024 |
443
|
$1.2 B
|
| Cypress Capital Group |
2024 Q2
|
7/25/2024 |
489
|
$830 M
|
| RAYMOND JAMES TRUST N.A. |
2024 Q2
|
7/25/2024 |
1,855
|
$4.3 B
|
| TNF LLC |
2024 Q2
|
7/25/2024 |
122
|
$270 M
|
| WEDGEWOOD INVESTORS INC /PA/ |
2024 Q2
|
7/25/2024 |
96
|
$84 M
|
| Obsidian Personal Planning Solutions LLC |
2024 Q2
|
7/25/2024 |
97
|
$160 M
|
| VAN STRUM & TOWNE INC. |
2024 Q2
|
7/25/2024 |
102
|
$280 M
|
| Proficio Capital Partners LLC |
2024 Q2
|
7/25/2024 |
320
|
$950 M
|
| Catalyst Capital Advisors LLC |
2024 Q2
|
7/25/2024 |
483
|
$4.3 B
|
| Christopher J. Hasenberg, Inc |
2024 Q2
|
7/25/2024 |
139
|
$220 M
|
| Systelligence, LLC |
2024 Q2
|
7/25/2024 |
42
|
$380 M
|
| Roger Wittlin Investment Advisory, LLC |
2024 Q2
|
7/25/2024 |
49
|
$160 M
|
| RATIONAL ADVISORS LLC |
2024 Q2
|
7/25/2024 |
204
|
$1.0 B
|
| BAILARD, INC. |
2024 Q2
|
7/25/2024 |
722
|
$3.6 B
|
| Paulson Wealth Management Inc. |
2024 Q2
|
7/25/2024 |
142
|
$340 M
|
| Verdence Capital Advisors LLC |
2024 Q2
|
7/25/2024 |
591
|
$1.1 B
|
| AMICA MUTUAL INSURANCE CO |
2024 Q2
|
7/25/2024 |
132
|
$1.0 B
|
| AlphaCentric Advisors LLC |
2024 Q2
|
7/25/2024 |
218
|
$140 M
|
| Ackerman Capital Advisors, LLC |
2024 Q2
|
7/25/2024 |
97
|
$380 M
|
| Bank of New York Mellon Corp |
2024 Q2
|
7/25/2024 |
28,474
|
$530 B
|
| CATALYST FINANCIAL PARTNERS LLC |
2024 Q2
|
7/25/2024 |
245
|
$460 M
|
| Bristlecone Advisors, LLC |
2024 Q2
|
7/25/2024 |
291
|
$1.2 B
|
| TFG Advisers LLC |
2024 Q2
|
7/25/2024 |
195
|
$260 M
|
| ALTA CAPITAL MANAGEMENT LLC/ |
2024 Q2
|
7/25/2024 |
89
|
$1.6 B
|
| EFG Asset Management (North America) Corp. |
2024 Q2
|
7/25/2024 |
194
|
$580 M
|
| Salomon & Ludwin, LLC |
2024 Q2
|
7/25/2024 |
735
|
$900 M
|
| Intrinsic Value Partners, LLC |
2024 Q2
|
7/25/2024 |
59
|
$96 M
|
| Patten Group, Inc. |
2024 Q2
|
7/25/2024 |
244
|
$420 M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2024 Q2
|
7/25/2024 |
196
|
$260 M
|
| IMA Advisory Services, Inc. |
2024 Q2
|
7/25/2024 |
135
|
$440 M
|
| HYMAN CHARLES D |
2024 Q2
|
7/25/2024 |
242
|
$1.8 B
|
| St. Johns Investment Management Company, LLC |
2024 Q2
|
7/25/2024 |
206
|
$210 M
|
| Alpha Omega Wealth Management LLC |
2024 Q2
|
7/25/2024 |
208
|
$520 M
|
| Pegasus Asset Management, Inc. |
2024 Q2
|
7/25/2024 |
71
|
$260 M
|
| SlateStone Wealth, LLC |
2024 Q2
|
7/25/2024 |
288
|
$920 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2024 Q2
|
7/25/2024 |
356
|
$970 M
|
| MVM Partners, LLC |
2024 Q2
|
7/25/2024 |
3
|
$100 M
|
| Destiny Wealth Partners, LLC |
2024 Q2
|
7/25/2024 |
154
|
$560 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2024 Q2
|
7/25/2024 |
146
|
$180 M
|
| Creative Capital Management Investments LLC |
2024 Q2
|
7/25/2024 |
259
|
$210 M
|
| SIMPLEX TRADING, LLC |
2024 Q2
|
7/25/2024 |
9,954
|
$160 B
|
| Janney Capital Management LLC |
2024 Q2
|
7/25/2024 |
224
|
$1.4 B
|
| ARKANSAS FINANCIAL GROUP, INC. |
2024 Q2
|
7/25/2024 |
76
|
$560 M
|
| Janney Montgomery Scott LLC |
2024 Q2
|
7/25/2024 |
2,599
|
$33 B
|
| Hibernia Wealth Partners, LLC |
2024 Q2
|
7/25/2024 |
90
|
$290 M
|
| Intelligent Financial Strategies |
2024 Q2
|
7/25/2024 |
82
|
$160 M
|
| Madrona Venture Group, LLC |
2024 Q2
|
7/25/2024 |
4
|
$94 M
|
| BARRETT & COMPANY, INC. |
2024 Q2
|
7/25/2024 |
594
|
$220 M
|
| Fortitude Advisory Group L.L.C. |
2024 Q2
|
7/25/2024 |
200
|
$170 M
|
| Summit Rock Advisors, LP |
2024 Q2
|
7/25/2024 |
7
|
$320 M
|
| MTM Investment Management, LLC |
2024 Q2
|
7/25/2024 |
265
|
$240 M
|
| Sierra Capital LLC |
2024 Q2
|
7/25/2024 |
228
|
$750 M
|
| Stash Investments, LLC |
2024 Q2
|
7/25/2024 |
5
|
$150 M
|
| Oceanside Advisors LLC |
2024 Q2
|
7/25/2024 |
47
|
$120 M
|
| HRC WEALTH MANAGEMENT, LLC |
2024 Q2
|
7/25/2024 |
43
|
$150 M
|
| Landmark Wealth Management, LLC |
2024 Q2
|
7/25/2024 |
49
|
$130 M
|
| CAPITAL MANAGEMENT CORP /VA |
2024 Q2
|
7/25/2024 |
75
|
$500 M
|
| RPM Capital Partners, LLC |
2024 Q2
|
7/25/2024 |
1
|
$120 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2024 Q2
|
7/25/2024 |
393
|
$220 M
|
| Tilson Financial Group, Inc. |
2024 Q2
|
7/25/2024 |
37
|
$99 M
|
| Empower Advisory Group, LLC |
2024 Q2
|
7/25/2024 |
490
|
$27 B
|
| Siguler Guff Advisers, LLC |
2024 Q2
|
7/25/2024 |
5
|
$230 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2024 Q2
|
7/25/2024 |
68
|
$3.0 B
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2024 Q2
|
7/25/2024 |
35
|
$190 M
|
| My Legacy Advisors, LLC |
2024 Q1
|
7/25/2024 |
211
|
$300 M
|
| Authentikos Wealth Advisory, LLC |
2024 Q2
|
7/25/2024 |
39
|
$100 M
|
| Violich Capital Management, Inc. |
2024 Q2
|
7/25/2024 |
109
|
$740 M
|
| Schulz Wealth, LTD. |
2024 Q2
|
7/25/2024 |
57
|
$120 M
|
| Summit Place Financial Advisors, LLC |
2024 Q2
|
7/25/2024 |
88
|
$170 M
|
| Colorado Capital Management, Inc. |
2024 Q2
|
7/25/2024 |
96
|
$180 M
|
| Washington Trust Advisors, Inc. |
2024 Q2
|
7/25/2024 |
851
|
$1.1 B
|
| ZynergyRetirementPlanningLLC |
2024 Q2
|
7/25/2024 |
125
|
$130 M
|
| MARYLAND CAPITAL ADVISORS INC. |
2024 Q2
|
7/25/2024 |
250
|
$190 M
|
| Armor Investment Advisors, LLC |
2024 Q2
|
7/25/2024 |
156
|
$220 M
|
| BONNESS ENTERPRISES INC |
2024 Q2
|
7/25/2024 |
57
|
$270 M
|
| PFS Partners, LLC |
2024 Q2
|
7/25/2024 |
439
|
$160 M
|
| Abel Hall, LLC |
2024 Q2
|
7/25/2024 |
148
|
$140 M
|
| JANICZEK WEALTH MANAGEMENT, LLC |
2024 Q2
|
7/25/2024 |
1,091
|
$480 M
|
| Spectrum Asset Management, Inc. |
2024 Q2
|
7/25/2024 |
5
|
$28 M
|
| Origin Asset Management LLP |
2024 Q2
|
7/25/2024 |
10
|
$400 M
|