| Decker Retirement Planning Inc. |
2024 Q4
|
1/14/2025 |
597
|
$170 M
|
| FAMILY WEALTH PARTNERS, LLC |
2024 Q4
|
1/14/2025 |
43
|
$210 M
|
| Sterling Financial Group, Inc. |
2024 Q4
|
1/14/2025 |
65
|
$270 M
|
| Mason & Associates Inc |
2024 Q4
|
1/14/2025 |
105
|
$430 M
|
| Sebold Capital Management, Inc. |
2024 Q4
|
1/14/2025 |
71
|
$150 M
|
| Lakewood Asset Management LLC |
2024 Q4
|
1/14/2025 |
120
|
$150 M
|
| Trust Co |
2024 Q4
|
1/14/2025 |
413
|
$870 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2024 Q4
|
1/14/2025 |
83
|
$170 M
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
84
|
$240 M
|
| Paragon Capital Management Ltd |
2024 Q4
|
1/14/2025 |
187
|
$500 M
|
| NewView Capital Partners I, LLC |
2024 Q4
|
1/14/2025 |
2
|
$36 M
|
| SignalPoint Asset Management, LLC |
2024 Q4
|
1/14/2025 |
253
|
$410 M
|
| Freestate Advisors LLC |
2024 Q4
|
1/14/2025 |
37
|
$97 M
|
| R.H. Investment Group, LLC |
2024 Q4
|
1/14/2025 |
31
|
$110 M
|
| StrongBox Wealth, LLC |
2024 Q4
|
1/14/2025 |
89
|
$240 M
|
| MPS Loria Financial Planners, LLC |
2024 Q4
|
1/14/2025 |
80
|
$340 M
|
| Paradigm, Strategies in Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
50
|
$150 M
|
| Northside Capital Management, LLC |
2024 Q4
|
1/14/2025 |
122
|
$380 M
|
| BUILDER INVESTMENT GROUP INC /ADV |
2024 Q4
|
1/14/2025 |
100
|
$370 M
|
| Alaska Permanent Fund Corp |
2024 Q4
|
1/14/2025 |
787
|
$6.7 B
|
| STEPH & CO |
2024 Q4
|
1/14/2025 |
274
|
$300 M
|
| Flywheel Private Wealth LLC |
2024 Q4
|
1/14/2025 |
82
|
$110 M
|
| BRADY FAMILY WEALTH, LLC |
2024 Q4
|
1/14/2025 |
115
|
$330 M
|
| Winch Advisory Services, LLC |
2024 Q4
|
1/14/2025 |
556
|
$380 M
|
| ROVIN CAPITAL /UT/ /ADV |
2024 Q4
|
1/14/2025 |
162
|
$280 M
|
| Smith Thornton Advisors LLC |
2024 Q4
|
1/14/2025 |
138
|
$160 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/14/2025 |
158
|
$3.5 B
|
| Carolina Wealth Advisors, LLC |
2024 Q4
|
1/14/2025 |
299
|
$190 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2024 Q4
|
1/14/2025 |
392
|
$470 M
|
| Nabity-Jensen Investment Management Inc |
2023 Q4
|
1/14/2025 |
80
|
$110 M
|
| Heritage Family Offices, LLP |
2024 Q4
|
1/14/2025 |
184
|
$200 M
|
| West Financial Advisors, LLC |
2024 Q4
|
1/14/2025 |
205
|
$520 M
|
| Financial Enhancement Group LLC |
2024 Q4
|
1/14/2025 |
116
|
$650 M
|
| Stolper Co |
2024 Q4
|
1/14/2025 |
88
|
$300 M
|
| St. Louis Financial Planners Asset Management, LLC |
2024 Q4
|
1/14/2025 |
33
|
$140 M
|
| Breakwater Investment Management |
2024 Q4
|
1/14/2025 |
317
|
$220 M
|
| Nabity-Jensen Investment Management Inc |
2024 Q1
|
1/14/2025 |
83
|
$120 M
|
| Sagace Wealth Management LLC |
2024 Q4
|
1/14/2025 |
63
|
$130 M
|
| SummerHaven Investment Management, LLC |
2024 Q4
|
1/14/2025 |
197
|
$160 M
|
| ERn Financial, LLC |
2024 Q4
|
1/14/2025 |
190
|
$670 M
|
| SURIENCE PRIVATE WEALTH LLC |
2024 Q4
|
1/14/2025 |
23
|
$77 M
|
| USCF Advisers LLC |
2024 Q4
|
1/14/2025 |
21
|
$990 k
|
| Hartz Capital, Inc. |
2024 Q4
|
1/14/2025 |
1
|
$0
|
| RMR Wealth Builders |
2024 Q4 - RESTATEMENT
|
1/14/2025 |
256
|
$970 M
|
| Outlook Wealth Advisors, LLC |
2024 Q4
|
1/14/2025 |
248
|
$350 M
|
| Palliser Capital (UK) Ltd |
2024 Q4
|
1/14/2025 |
6
|
$130 M
|
| Essex Savings Bank |
2024 Q4
|
1/14/2025 |
551
|
$400 M
|
| Connective Portfolio Management, LLC |
2024 Q4
|
1/14/2025 |
55
|
$67 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2024 Q4
|
1/14/2025 |
70
|
$210 M
|
| USA FINANCIAL FORMULAS |
2024 Q4
|
1/14/2025 |
286
|
$640 M
|
| BluePath Capital Management, LLC |
2024 Q4
|
1/14/2025 |
115
|
$190 M
|
| HCR Wealth Advisors |
2024 Q4
|
1/14/2025 |
228
|
$800 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2024 Q4
|
1/14/2025 |
37
|
$170 M
|
| Sendero Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
228
|
$670 M
|
| BRAVE ASSET MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
165
|
$320 M
|
| Roble, Belko & Company, Inc |
2024 Q4
|
1/14/2025 |
420
|
$630 M
|
| GODSEY & GIBB, INC |
2024 Q4
|
1/14/2025 |
369
|
$1.0 B
|
| HAMILTON LANE ADVISORS LLC |
2024 Q4
|
1/14/2025 |
17
|
$100 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
39
|
$150 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2024 Q4
|
1/14/2025 |
843
|
$1.3 B
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2024 Q4
|
1/14/2025 |
153
|
$420 M
|
| Rockingstone Advisors LLC |
2024 Q4
|
1/14/2025 |
103
|
$230 M
|
| CHURCHILL MANAGEMENT Corp |
2024 Q4
|
1/14/2025 |
164
|
$9.2 B
|
| Sawyer & Company, Inc |
2024 Q4
|
1/14/2025 |
174
|
$270 M
|
| Pinnacle Bancorp, Inc. |
2024 Q4
|
1/14/2025 |
881
|
$310 M
|
| Redhawk Wealth Advisors, Inc. |
2024 Q4
|
1/14/2025 |
292
|
$740 M
|
| Twele Capital Management, Inc. |
2024 Q4
|
1/14/2025 |
40
|
$470 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2024 Q4
|
1/14/2025 |
72
|
$130 M
|
| D. SCOTT NEAL, INC. |
2024 Q4
|
1/14/2025 |
65
|
$180 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
34
|
$1.2 B
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2024 Q4
|
1/14/2025 |
81
|
$290 M
|
| ARS Wealth Advisors Group, LLC |
2024 Q4
|
1/14/2025 |
164
|
$730 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
106
|
$130 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2024 Q4
|
1/14/2025 |
190
|
$5.2 B
|
| Alken Asset Management Ltd |
2024 Q4
|
1/14/2025 |
36
|
$53 M
|
| Kopion Asset Management, LLC |
2024 Q4
|
1/14/2025 |
20
|
$140 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
103
|
$1.2 B
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
2024 Q4
|
1/14/2025 |
50
|
$130 M
|
| CPR Investments Inc. |
2024 Q4
|
1/14/2025 |
35
|
$110 M
|
| Wiser Wealth Management, Inc |
2024 Q4
|
1/14/2025 |
48
|
$360 M
|
| Christopher J. Hasenberg, Inc |
2024 Q4
|
1/14/2025 |
189
|
$250 M
|
| Roth Financial Partners LLC |
2024 Q3 - RESTATEMENT
|
1/14/2025 |
31
|
$250 M
|
| Apella Capital, LLC |
2024 Q4
|
1/14/2025 |
341
|
$2.6 B
|
| BURNEY CO/ |
2024 Q4
|
1/14/2025 |
632
|
$2.8 B
|
| Roth Financial Partners LLC |
2024 Q4
|
1/14/2025 |
32
|
$250 M
|
| Silverberg Bernstein Capital Management LLC |
2024 Q4
|
1/14/2025 |
54
|
$110 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2024 Q4
|
1/14/2025 |
77
|
$430 M
|
| WOLFF WIESE MAGANA LLC |
2024 Q4
|
1/14/2025 |
958
|
$150 M
|
| Caldwell Investment Management Ltd. |
2024 Q4
|
1/14/2025 |
34
|
$150 M
|
| Smith Anglin Financial, LLC |
2024 Q4
|
1/14/2025 |
214
|
$1.1 B
|
| Livelsberger Financial Advisory |
2024 Q4
|
1/14/2025 |
6
|
$2.1 M
|
| PEAK FINANCIAL ADVISORS LLC |
2024 Q4
|
1/14/2025 |
74
|
$190 M
|
| Laurel Wealth Advisors LLC |
2024 Q4
|
1/14/2025 |
734
|
$640 M
|
| M. Kraus & Co |
2024 Q4
|
1/14/2025 |
81
|
$330 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2024 Q4
|
1/14/2025 |
116
|
$350 M
|
| S.E.E.D. Planning Group LLC |
2024 Q4
|
1/14/2025 |
75
|
$300 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2024 Q4
|
1/14/2025 |
107
|
$1.3 B
|
| Nabity-Jensen Investment Management Inc |
2024 Q4
|
1/14/2025 |
66
|
$130 M
|
| MEYER HANDELMAN CO |
2024 Q4
|
1/14/2025 |
279
|
$2.9 B
|
| Bank of Italy |
2024 Q4
|
1/14/2025 |
8
|
$2.0 M
|