| Signature Resources Capital Management, LLC |
2024 Q4
|
1/16/2025 |
368
|
$110 M
|
| Atomi Financial Group, Inc. |
2024 Q4
|
1/16/2025 |
971
|
$2.0 B
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2024 Q4
|
1/16/2025 |
110
|
$1.7 B
|
| Lakehouse Capital Pty Ltd |
2024 Q4
|
1/16/2025 |
13
|
$150 M
|
| Davies Financial Advisors, Inc. |
2024 Q4
|
1/16/2025 |
63
|
$120 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2024 Q4
|
1/16/2025 |
146
|
$210 M
|
| Rezny Wealth Management, Inc. |
2024 Q4
|
1/16/2025 |
32
|
$410 M
|
| FIRST UNITED BANK & TRUST |
2024 Q4
|
1/16/2025 |
526
|
$280 M
|
| Charles Schwab Trust Co |
2024 Q4
|
1/16/2025 |
158
|
$1.2 B
|
| LMCG INVESTMENTS, LLC |
2024 Q4
|
1/16/2025 |
319
|
$1.6 B
|
| Trust Asset Management LLC |
2024 Q4
|
1/16/2025 |
226
|
$1.3 B
|
| Legal Advantage Investments, Inc. |
2024 Q4
|
1/16/2025 |
103
|
$190 M
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
72
|
$400 M
|
| Solidarity Wealth, LLC |
2024 Q4
|
1/16/2025 |
85
|
$380 M
|
| AMERICAN ASSET MANAGEMENT INC. |
2024 Q4
|
1/16/2025 |
22
|
$98 M
|
| ASPIRIANT, LLC |
2024 Q4
|
1/16/2025 |
288
|
$2.8 B
|
| Hamlin Capital Management, LLC |
2024 Q4
|
1/16/2025 |
26
|
$4.0 B
|
| Brookmont Capital Management |
2024 Q4
|
1/16/2025 |
54
|
$190 M
|
| ARS Investment Partners, LLC |
2024 Q4
|
1/16/2025 |
175
|
$1.1 B
|
| Crossmark Global Holdings, Inc. |
2024 Q4
|
1/16/2025 |
2,473
|
$5.5 B
|
| MAD RIVER INVESTORS |
2024 Q4
|
1/16/2025 |
26
|
$220 M
|
| Royal Fund Management, LLC |
2024 Q4
|
1/16/2025 |
286
|
$1.1 B
|
| Reliant Investment Management, LLC |
2024 Q4
|
1/16/2025 |
61
|
$230 M
|
| Chesapeake Wealth Management |
2024 Q4
|
1/16/2025 |
262
|
$290 M
|
| Sugar Maple Asset Management, LLC |
2024 Q4
|
1/16/2025 |
474
|
$130 M
|
| LAM GROUP, INC. |
2024 Q4
|
1/16/2025 |
134
|
$140 M
|
| Ballentine Partners, LLC |
2024 Q4
|
1/16/2025 |
1,943
|
$5.8 B
|
| Seven Post Investment Office LP |
2024 Q4
|
1/16/2025 |
33
|
$260 M
|
| ATWOOD & PALMER INC |
2024 Q4
|
1/16/2025 |
469
|
$1.5 B
|
| CANNAE HOLDINGS, INC. |
2024 Q4
|
1/16/2025 |
5
|
$1.2 B
|
| Portman Square Capital LLP |
2024 Q4
|
1/16/2025 |
248
|
$2.8 B
|
| Martel Wealth Advisors Inc |
2024 Q4
|
1/16/2025 |
70
|
$510 M
|
| Genesis Investment Management, LLP |
2024 Q4
|
1/16/2025 |
14
|
$91 M
|
| CULBERTSON A N & CO INC |
2024 Q4
|
1/16/2025 |
126
|
$630 M
|
| ZWJ INVESTMENT COUNSEL INC |
2024 Q4
|
1/16/2025 |
222
|
$2.4 B
|
| Addenda Capital Inc. |
2024 Q4
|
1/16/2025 |
123
|
$2.8 B
|
| Sparta 24 Ltd. |
2024 Q4
|
1/16/2025 |
4
|
$80 M
|
| Abacus Wealth Partners, LLC |
2024 Q4
|
1/16/2025 |
93
|
$670 M
|
| New Hampshire Trust |
2024 Q4
|
1/16/2025 |
305
|
$470 M
|
| CMH Wealth Management LLC |
2024 Q4
|
1/16/2025 |
54
|
$440 M
|
| BONNESS ENTERPRISES INC |
2024 Q4
|
1/16/2025 |
58
|
$290 M
|
| Koshinski Asset Management, Inc. |
2024 Q4
|
1/16/2025 |
634
|
$1.2 B
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2024 Q4
|
1/16/2025 |
108
|
$430 M
|
| Pure Financial Advisors, LLC |
2024 Q4
|
1/16/2025 |
349
|
$4.4 B
|
| Tudor Financial Inc. |
2024 Q4
|
1/16/2025 |
134
|
$170 M
|
| Regent Peak Wealth Advisors LLC |
2024 Q4 - NEW HOLDINGS
|
1/16/2025 |
180
|
$450 M
|
| Priebe Wealth Holdings LLC |
2024 Q4
|
1/16/2025 |
67
|
$150 M
|
| Ulland Investment Advisors, LLC |
2024 Q4
|
1/16/2025 |
212
|
$160 M
|
| CENTRAL BANK & TRUST CO |
2024 Q4
|
1/16/2025 |
195
|
$660 M
|
| Sowa Financial Group, Inc. |
2024 Q4
|
1/16/2025 |
30
|
$160 M
|
| Colorado Capital Management, Inc. |
2024 Q4
|
1/16/2025 |
94
|
$210 M
|
| Builders Vision, LLC |
2024 Q4
|
1/16/2025 |
1
|
$0
|
| HARBOR INVESTMENT ADVISORY, LLC |
2024 Q4
|
1/16/2025 |
1,147
|
$1.1 B
|
| Gemmer Asset Management LLC |
2024 Q4
|
1/16/2025 |
151
|
$1.0 B
|
| Hoese & Co LLP |
2024 Q4
|
1/16/2025 |
190
|
$120 M
|
| 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
|