| Copia Wealth Management |
2024 Q4
|
3/6/2025 |
425
|
$110 M
|
| IronOak Wealth LLC. |
2024 Q4
|
3/6/2025 |
64
|
$89 M
|
| Elite Financial, Inc. |
2024 Q4
|
3/6/2025 |
50
|
$180 M
|
| Arcadia Wealth Management, Inc. |
2024 Q4
|
3/6/2025 |
50
|
$120 M
|
| Wood Tarver Financial Group, LLC |
2024 Q4
|
3/6/2025 |
794
|
$300 M
|
| Kilter Group LLC |
2024 Q4
|
3/6/2025 |
49
|
$150 M
|
| TFR Capital, LLC. |
2024 Q4
|
3/6/2025 |
115
|
$200 M
|
| AG Asset Advisory, LLC |
2024 Q4
|
3/6/2025 |
23
|
$100 M
|
| Plotkin Financial Advisors, LLC |
2024 Q4
|
3/5/2025 |
91
|
$170 M
|
| Schreiber John |
2024 Q4 - RESTATEMENT
|
3/5/2025 |
1
|
$0
|
| Berkeley, Inc |
2024 Q4
|
3/5/2025 |
65
|
$190 M
|
| Berkeley, Inc |
2024 Q3
|
3/5/2025 |
66
|
$170 M
|
| Berkeley, Inc |
2024 Q2
|
3/5/2025 |
62
|
$160 M
|
| Berkeley, Inc |
2024 Q1
|
3/5/2025 |
68
|
$170 M
|
| Castle Rock Wealth Management, LLC |
2024 Q4
|
3/5/2025 |
233
|
$420 M
|
| Financial Insights, Inc. |
2024 Q4
|
3/5/2025 |
110
|
$270 M
|
| Bank Pictet & Cie (Europe) AG |
2024 Q4 - RESTATEMENT
|
3/5/2025 |
166
|
$4.6 B
|
| Phocas Financial Corp. |
2024 Q4 - RESTATEMENT
|
3/4/2025 |
154
|
$750 M
|
| Copley Financial Group, Inc. |
2024 Q4
|
3/4/2025 |
127
|
$130 M
|
| Probity Advisors, Inc. |
2024 Q4
|
3/4/2025 |
231
|
$520 M
|
| Comprehensive Money Management Services LLC |
2024 Q4
|
3/4/2025 |
178
|
$120 M
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
2024 Q4
|
3/4/2025 |
110
|
$270 M
|
| Partners in Financial Planning |
2023 Q3
|
3/4/2025 |
96
|
$390 M
|
| Berkeley, Inc |
2023 Q4
|
3/4/2025 |
69
|
$160 M
|
| Berkeley, Inc |
2023 Q3
|
3/4/2025 |
81
|
$150 M
|
| Berkeley, Inc |
2023 Q2
|
3/4/2025 |
79
|
$150 M
|
| Berkeley, Inc |
2023 Q1
|
3/4/2025 |
77
|
$140 M
|
| Dogwood Wealth Management LLC |
2024 Q4
|
3/4/2025 |
283
|
$190 M
|
| Dogwood Wealth Management LLC |
2024 Q2
|
3/4/2025 |
626
|
$160 M
|
| Berkeley, Inc |
2022 Q4
|
3/4/2025 |
78
|
$130 M
|
| Berkeley, Inc |
2022 Q3
|
3/4/2025 |
77
|
$120 M
|
| Berkeley, Inc |
2022 Q2
|
3/4/2025 |
83
|
$120 M
|
| Berkeley, Inc |
2022 Q1
|
3/4/2025 |
92
|
$140 M
|
| Buska Wealth Management, LLC |
2024 Q4
|
3/4/2025 |
58
|
$310 M
|
| Audent Global Asset Management, LLC |
2024 Q4
|
3/4/2025 |
50
|
$150 M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2024 Q4
|
3/4/2025 |
146
|
$230 M
|
| BRIGHTON JONES LLC |
2024 Q2 - RESTATEMENT
|
3/4/2025 |
634
|
$3.0 B
|
| BRIGHTON JONES LLC |
2024 Q4 - RESTATEMENT
|
3/4/2025 |
685
|
$3.5 B
|
| BRIGHTON JONES LLC |
2024 Q3 - RESTATEMENT
|
3/4/2025 |
579
|
$2.7 B
|
| Berkeley, Inc |
2021 Q4
|
3/4/2025 |
92
|
$150 M
|
| Berkeley, Inc |
2021 Q3
|
3/4/2025 |
85
|
$140 M
|
| Berkeley, Inc |
2021 Q2
|
3/4/2025 |
85
|
$140 M
|
| Berkeley, Inc |
2021 Q1
|
3/4/2025 |
79
|
$130 M
|
| Siemens Fonds Invest GmbH |
2024 Q4 - RESTATEMENT
|
3/4/2025 |
322
|
$950 M
|
| Siemens Fonds Invest GmbH |
2024 Q4 - NEW HOLDINGS
|
3/4/2025 |
121
|
$540 M
|
| Sozo Ventures GP II, L.P. |
2024 Q1 - NEW HOLDINGS
|
3/3/2025 |
1
|
$6.1 M
|
| Sozo Ventures GP II, L.P. |
2024 Q2 - NEW HOLDINGS
|
3/3/2025 |
1
|
$2.4 M
|
| Sozo Ventures GP II, L.P. |
2024 Q3 - NEW HOLDINGS
|
3/3/2025 |
1
|
$1.3 M
|
| GHE, LLC |
2024 Q4 - RESTATEMENT
|
3/3/2025 |
56
|
$250 M
|
| Asset Value Investors Ltd |
2024 Q4
|
3/3/2025 |
5
|
$220 M
|
| SK Wealth Management, LLC |
2024 Q4
|
3/3/2025 |
71
|
$200 M
|
| American Investment Services, Inc. |
2024 Q4 - RESTATEMENT
|
3/3/2025 |
157
|
$560 M
|
| Fluent Financial, LLC |
2024 Q4
|
3/3/2025 |
62
|
$230 M
|
| SYLEBRA CAPITAL LLC |
2024 Q4 - RESTATEMENT
|
3/3/2025 |
26
|
$2.7 B
|
| Pandi, LLC |
2024 Q4
|
3/3/2025 |
4
|
$670 M
|
| CIM, LLC |
2024 Q4
|
3/3/2025 |
165
|
$700 M
|
| Forthright Family Wealth Advisory LLC |
2024 Q4
|
3/3/2025 |
60
|
$150 M
|
| BridgePort Financial Solutions, LLC |
2024 Q4
|
2/28/2025 |
161
|
$220 M
|
| Provida Pension Fund Administrator |
2024 Q3 - NEW HOLDINGS
|
2/28/2025 |
66
|
$4.6 B
|
| Park Square Financial Group, LLC |
2024 Q4
|
2/28/2025 |
1,350
|
$140 M
|
| Total Wealth Planning & Management, Inc. |
2024 Q4
|
2/28/2025 |
201
|
$110 M
|
| Menard Financial Group LLC |
2024 Q4
|
2/28/2025 |
316
|
$170 M
|
| QSM Asset Management Ltd |
2024 Q4
|
2/28/2025 |
17
|
$120 M
|
| Berkeley, Inc |
2020 Q4
|
2/28/2025 |
78
|
$120 M
|
| Dogwood Wealth Management LLC |
2024 Q3
|
2/28/2025 |
591
|
$170 M
|
| Dogwood Wealth Management LLC |
2024 Q1
|
2/28/2025 |
626
|
$150 M
|
| Dogwood Wealth Management LLC |
2023 Q4
|
2/28/2025 |
611
|
$130 M
|
| Legal & General Group Plc |
2024 Q3 - RESTATEMENT
|
2/28/2025 |
8,406
|
$380 B
|
| Universal- Beteiligungs- und Servicegesellschaft mbH |
2024 Q4
|
2/28/2025 |
1,006
|
$51 B
|
| Brooklyn FI, LLC |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
62
|
$300 M
|
| Employees Retirement System of Texas |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
311
|
$12 B
|
| Skyline Advisors, Inc. |
2024 Q4
|
2/27/2025 |
94
|
$260 M
|
| Brucke Financial, Inc. |
2024 Q4
|
2/27/2025 |
138
|
$120 M
|
| SILVERBACK ASSET MANAGEMENT LLC |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
70
|
$670 M
|
| FIDELITY D & D BANCORP INC |
2024 Q4 - NEW HOLDINGS
|
2/27/2025 |
173
|
$150 M
|
| GLOBE LIFE INC. |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
2
|
$360 M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2024 Q4 - NEW HOLDINGS
|
2/27/2025 |
172
|
$520 M
|
| Koch, Inc. |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
5
|
$630 M
|
| Omnia Family Wealth, LLC |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
79
|
$240 M
|
| Talaria Asset Management Pty Ltd |
2024 Q4
|
2/27/2025 |
10
|
$390 M
|
| REAP Financial Group, LLC |
2024 Q4
|
2/27/2025 |
691
|
$400 M
|
| REAP Financial Group, LLC |
2024 Q3
|
2/27/2025 |
597
|
$410 M
|
| REAP Financial Group, LLC |
2024 Q2
|
2/27/2025 |
543
|
$370 M
|
| REAP Financial Group, LLC |
2024 Q1
|
2/27/2025 |
587
|
$360 M
|
| REAP Financial Group, LLC |
2023 Q4
|
2/27/2025 |
658
|
$340 M
|
| Jefferies Financial Group Inc. |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
1,551
|
$17 B
|
| ABLE Financial Group, LLC |
2024 Q4
|
2/27/2025 |
192
|
$340 M
|
| CHELSEA COUNSEL CO |
2024 Q4
|
2/27/2025 |
197
|
$190 M
|
| Tiptree Advisors, LLC |
2024 Q4
|
2/27/2025 |
20
|
$96 M
|
| LANDAAS & CO /WI /ADV |
2024 Q4
|
2/27/2025 |
89
|
$360 M
|
| KMT WEALTH MANAGEMENT, LLC |
2024 Q4
|
2/27/2025 |
13
|
$120 M
|
| Bernard Wealth Management Corp. |
2024 Q4 - NEW HOLDINGS
|
2/27/2025 |
332
|
$210 M
|
| Lepercq Multi-Asset Fund |
2024 Q4 - RESTATEMENT
|
2/27/2025 |
1
|
$0
|
| XY Planning Network, Inc. |
2024 Q4
|
2/26/2025 |
92
|
$130 M
|
| HWG Holdings LP |
2024 Q4
|
2/26/2025 |
50
|
$310 M
|
| Pinnacle Wealth Planning Services, Inc. |
2024 Q4 - RESTATEMENT
|
2/26/2025 |
390
|
$670 M
|
| CAROLINAS WEALTH CONSULTING LLC |
2024 Q4
|
2/26/2025 |
1,056
|
$510 M
|
| BRISTOL JOHN W & CO INC /NY/ |
2024 Q4
|
2/26/2025 |
95
|
$6.1 B
|
| Makaira Partners LLC |
2024 Q4 - RESTATEMENT
|
2/26/2025 |
12
|
$640 M
|
| Yoffe Investment Management, LLC |
2024 Q4 - RESTATEMENT
|
2/26/2025 |
114
|
$67 M
|