| Cox Capital Mgt LLC |
2024 Q4
|
1/14/2025 |
67
|
$160 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
52
|
$600 M
|
| Covea Finance |
2024 Q4
|
1/14/2025 |
106
|
$2.2 B
|
| Richard P Slaughter Associates Inc |
2024 Q4
|
1/14/2025 |
145
|
$450 M
|
| FIRST COMMUNITY TRUST NA |
2024 Q4
|
1/14/2025 |
319
|
$140 M
|
| Ayalon Insurance Comp Ltd. |
2024 Q4
|
1/14/2025 |
62
|
$320 M
|
| Key Colony Management, LLC |
2024 Q4
|
1/14/2025 |
7
|
$67 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2024 Q4
|
1/14/2025 |
|
$0
|
| PARK AVENUE SECURITIES LLC |
2024 Q4
|
1/14/2025 |
1,460
|
$9.7 B
|
| Kathmere Capital Management, LLC |
2024 Q4
|
1/14/2025 |
419
|
$1.1 B
|
| Assenagon Asset Management S.A. |
2024 Q4
|
1/14/2025 |
1,306
|
$62 B
|
| San Luis Wealth Advisors LLC |
2024 Q4
|
1/14/2025 |
143
|
$530 M
|
| SS&H Financial Advisors, Inc. |
2024 Q4
|
1/14/2025 |
122
|
$270 M
|
| Snow Phipps Group, LLC |
2024 Q4
|
1/14/2025 |
2
|
$290 M
|
| Clarus Wealth Advisors |
2024 Q4
|
1/14/2025 |
119
|
$200 M
|
| Acropolis Investment Management, LLC |
2024 Q4
|
1/14/2025 |
301
|
$1.7 B
|
| Meridian Financial Partners LLC |
2024 Q4
|
1/14/2025 |
100
|
$190 M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2024 Q4
|
1/14/2025 |
149
|
$590 M
|
| Board of the Pension Protection Fund |
2024 Q4
|
1/14/2025 |
135
|
$87 M
|
| ROCKLAND TRUST CO |
2024 Q4
|
1/14/2025 |
485
|
$2.0 B
|
| Fifth Third Wealth Advisors LLC |
2024 Q4
|
1/14/2025 |
722
|
$1.8 B
|
| CCLA Investment Management |
2024 Q4
|
1/14/2025 |
59
|
$6.3 B
|
| COMMUNITY TRUST & INVESTMENT CO |
2024 Q4
|
1/14/2025 |
246
|
$1.6 B
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
71
|
$470 M
|
| Lind Value II ApS |
2024 Q4
|
1/14/2025 |
7
|
$230 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2024 Q4
|
1/14/2025 |
397
|
$220 M
|
| Crestmont Private Wealth LLC |
2024 Q4
|
1/14/2025 |
76
|
$220 M
|
| DEFINE FINANCIAL, LLC |
2024 Q4
|
1/14/2025 |
34
|
$130 M
|
| Kelly Financial Services LLC |
2024 Q4
|
1/14/2025 |
31
|
$110 M
|
| Pines Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
205
|
$230 M
|
| Accurate Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
376
|
$520 M
|
| SeaCrest Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
655
|
$950 M
|
| Wynn Capital, LLC |
2024 Q4
|
1/14/2025 |
107
|
$160 M
|
| Sovereign Financial Group, Inc. |
2024 Q4
|
1/14/2025 |
284
|
$440 M
|
| Safeguard Financial, LLC |
2024 Q4
|
1/14/2025 |
114
|
$460 M
|
| Melone Private Wealth, LLC |
2024 Q4
|
1/14/2025 |
51
|
$190 M
|
| LPWM LLC |
2024 Q4
|
1/14/2025 |
78
|
$310 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2024 Q4
|
1/14/2025 |
82
|
$250 M
|
| Hoffman, Alan N Investment Management |
2024 Q4
|
1/14/2025 |
13
|
$220 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2024 Q4
|
1/14/2025 |
73
|
$190 M
|
| 626 Financial, LLC |
2024 Q4
|
1/14/2025 |
109
|
$190 M
|
| GSG Advisors LLC |
2024 Q4
|
1/13/2025 |
110
|
$320 M
|
| Capital CS Group, LLC |
2024 Q4
|
1/13/2025 |
65
|
$76 M
|
| Fortis Advisors, LLC |
2024 Q4
|
1/13/2025 |
108
|
$150 M
|
| IMZ Advisory Inc |
2024 Q4
|
1/13/2025 |
37
|
$220 M
|
| Gainplan LLC |
2024 Q4
|
1/13/2025 |
55
|
$260 M
|
| Graves Light Lenhart Wealth, Inc. |
2024 Q4
|
1/13/2025 |
185
|
$800 M
|
| Tuttle Capital Management, LLC |
2024 Q4
|
1/13/2025 |
51
|
$19 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2024 Q4
|
1/13/2025 |
81
|
$270 M
|
| 180 WEALTH ADVISORS, LLC |
2024 Q4
|
1/13/2025 |
430
|
$640 M
|
| Wallace Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
357
|
$140 M
|
| Breakwater Capital Group |
2024 Q4
|
1/13/2025 |
284
|
$500 M
|
| Cardinal Point Capital Management ULC |
2024 Q4
|
1/13/2025 |
84
|
$630 M
|
| McNaughton Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
55
|
$210 M
|
| TLWM |
2024 Q4
|
1/13/2025 |
73
|
$510 M
|
| Seed Wealth Management, Inc. |
2024 Q4
|
1/13/2025 |
148
|
$120 M
|
| Navigation Wealth Management, Inc. |
2024 Q4
|
1/13/2025 |
7
|
$89 M
|
| David J Yvars Group |
2024 Q4
|
1/13/2025 |
78
|
$160 M
|
| Hummer Financial Advisory Services Inc |
2024 Q4
|
1/13/2025 |
108
|
$130 M
|
| Ignite Planners, LLC |
2024 Q4
|
1/13/2025 |
302
|
$460 M
|
| Crane Advisory, LLC |
2024 Q4
|
1/13/2025 |
44
|
$570 M
|
| Biltmore Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
55
|
$240 M
|
| Quantum Financial Advisors, LLC |
2024 Q4
|
1/13/2025 |
189
|
$660 M
|
| Quad-Cities Investment Group, LLC |
2024 Q4
|
1/13/2025 |
179
|
$200 M
|
| Sharper & Granite LLC |
2024 Q4
|
1/13/2025 |
102
|
$230 M
|
| Bond & Devick Financial Network, Inc. |
2024 Q4
|
1/13/2025 |
157
|
$230 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2024 Q4
|
1/13/2025 |
11
|
$110 M
|
| Oak Asset Management, LLC |
2024 Q4
|
1/13/2025 |
102
|
$270 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/13/2025 |
73
|
$130 M
|
| KWB Wealth |
2024 Q4
|
1/13/2025 |
141
|
$810 M
|
| Affinity Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
150
|
$530 M
|
| Pacifica Partners Inc. |
2024 Q4
|
1/13/2025 |
507
|
$230 M
|
| Mayfair Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
158
|
$170 M
|
| GuoLine Advisory Pte Ltd |
2024 Q4
|
1/13/2025 |
21
|
$970 M
|
| Raine Group LLC |
2024 Q1 - NEW HOLDINGS
|
1/13/2025 |
2
|
$12 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2024 Q4
|
1/13/2025 |
276
|
$460 M
|
| Raine Group LLC |
2024 Q2 - NEW HOLDINGS
|
1/13/2025 |
2
|
$13 M
|
| Professional Financial Advisors, LLC |
2024 Q4
|
1/13/2025 |
106
|
$390 M
|
| Shira Ridge Wealth Management |
2024 Q4
|
1/13/2025 |
77
|
$200 M
|
| Ayrshire Capital Management LLC |
2024 Q4
|
1/13/2025 |
49
|
$210 M
|
| Arbor Wealth Advisors LLC |
2024 Q4
|
1/13/2025 |
52
|
$110 M
|
| Shotwell Rutter Baer Inc |
2024 Q4
|
1/13/2025 |
34
|
$120 M
|
| HART & PATTERSON FINANCIAL GROUP LLC |
2024 Q4
|
1/13/2025 |
72
|
$210 M
|
| Global Financial Private Client, LLC |
2024 Q4
|
1/13/2025 |
1,661
|
$270 M
|
| Signal Advisors Wealth, LLC |
2024 Q4
|
1/13/2025 |
424
|
$880 M
|
| FLOYD FINANCIAL GROUP LLC |
2024 Q4
|
1/13/2025 |
60
|
$120 M
|
| Oak Thistle LLC |
2024 Q4
|
1/13/2025 |
392
|
$340 M
|
| Mendota Financial Group, LLC |
2024 Q4
|
1/13/2025 |
372
|
$150 M
|
| MYECFO, LLC |
2024 Q4
|
1/13/2025 |
57
|
$190 M
|
| MRA Advisory Group |
2024 Q4
|
1/13/2025 |
123
|
$190 M
|
| PCA Investment Advisory Services Inc. |
2024 Q4
|
1/13/2025 |
145
|
$220 M
|
| Waycross Investment Management Co |
2024 Q4
|
1/13/2025 |
42
|
$95 M
|
| Raine Group LLC |
2023 Q1 - NEW HOLDINGS
|
1/13/2025 |
2
|
$11 M
|
| Raine Group LLC |
2023 Q2 - NEW HOLDINGS
|
1/13/2025 |
2
|
$11 M
|
| Raine Group LLC |
2023 Q3 - NEW HOLDINGS
|
1/13/2025 |
2
|
$11 M
|
| West Oak Capital, LLC |
2024 Q4 - RESTATEMENT
|
1/13/2025 |
320
|
$2.8 M
|
| Rosenberg Matthew Hamilton |
2024 Q4
|
1/13/2025 |
815
|
$380 M
|
| Raine Group LLC |
2023 Q4 - NEW HOLDINGS
|
1/13/2025 |
2
|
$12 M
|
| Aprio Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
316
|
$690 M
|
| Paragon Advisors, LLC |
2024 Q4
|
1/13/2025 |
81
|
$290 M
|