| Wealth Alliance Advisory Group, LLC |
2024 Q4
|
1/15/2025 |
188
|
$470 M
|
| Gridiron Partners, LLC |
2024 Q4
|
1/15/2025 |
63
|
$160 M
|
| Bowman & Co S.C. |
2024 Q4
|
1/15/2025 |
104
|
$190 M
|
| Moss Adams Wealth Advisors LLC |
2024 Q4
|
1/15/2025 |
348
|
$950 M
|
| Choice Wealth Advisors, LLC |
2024 Q4
|
1/15/2025 |
29
|
$200 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2024 Q4
|
1/15/2025 |
114
|
$370 M
|
| IAM Advisory, LLC |
2024 Q4
|
1/15/2025 |
101
|
$390 M
|
| Safir Wealth Advisors, LLC |
2024 Q4
|
1/15/2025 |
16
|
$130 M
|
| Sandbox Financial Partners, LLC |
2024 Q4
|
1/15/2025 |
107
|
$300 M
|
| RIVERSEDGE ADVISORS, LLC |
2024 Q4
|
1/15/2025 |
100
|
$440 M
|
| Financial Advisors, LLC |
2024 Q4
|
1/15/2025 |
83
|
$520 M
|
| Veery Capital, LLC |
2024 Q4
|
1/15/2025 |
91
|
$260 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/15/2025 |
31
|
$160 M
|
| Orgel Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
86
|
$3.8 B
|
| Taylor & Morgan Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
72
|
$140 M
|
| HERBST GROUP, LLC |
2024 Q4
|
1/15/2025 |
60
|
$160 M
|
| Financial Management Professionals, Inc. |
2024 Q4
|
1/15/2025 |
984
|
$790 M
|
| Raub Brock Capital Management LP |
2024 Q4
|
1/15/2025 |
39
|
$470 M
|
| JACKSON SQUARE CAPITAL, LLC |
2024 Q4
|
1/15/2025 |
141
|
$410 M
|
| Triangle Securities Wealth Management |
2024 Q4
|
1/15/2025 |
198
|
$390 M
|
| TCP Asset Management, LLC |
2024 Q4
|
1/15/2025 |
91
|
$450 M
|
| Krilogy Financial LLC |
2024 Q4
|
1/15/2025 |
221
|
$1.5 B
|
| Client First Investment Management LLC |
2024 Q4
|
1/15/2025 |
23
|
$160 M
|
| TruWealth Advisors, LLC |
2024 Q4
|
1/15/2025 |
163
|
$1.7 B
|
| HANSEATIC MANAGEMENT SERVICES INC |
2024 Q4
|
1/15/2025 |
117
|
$79 M
|
| Sara-Bay Financial |
2024 Q4
|
1/15/2025 |
84
|
$270 M
|
| Financial & Tax Architects, LLC |
2024 Q4
|
1/15/2025 |
103
|
$390 M
|
| KRS Capital Management, LLC |
2024 Q4
|
1/15/2025 |
111
|
$140 M
|
| Wallington Asset Management, LLC |
2024 Q4
|
1/15/2025 |
95
|
$690 M
|
| Westend Capital Management, LLC |
2024 Q4
|
1/15/2025 |
225
|
$340 M
|
| GoalFusion Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
28
|
$180 M
|
| KCK LTD. |
2024 Q4
|
1/15/2025 |
3
|
$75 M
|
| Ameritas Advisory Services, LLC |
2024 Q4
|
1/15/2025 |
872
|
$2.9 B
|
| HB Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
1,076
|
$9.8 B
|
| Hubbell Strickland Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
79
|
$210 M
|
| TRUST CO OF VERMONT |
2024 Q4
|
1/15/2025 |
1,331
|
$2.1 B
|
| Monument Group Wealth Advisors, LLC |
2024 Q4
|
1/15/2025 |
49
|
$140 M
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2024 Q4
|
1/15/2025 |
34
|
$570 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/15/2025 |
73
|
$260 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/15/2025 |
142
|
$190 M
|
| GILL CAPITAL PARTNERS, LLC |
2024 Q4
|
1/15/2025 |
135
|
$280 M
|
| Prysm Capital, L.P. |
2024 Q4
|
1/15/2025 |
1
|
$10 M
|
| Premier Path Wealth Partners, LLC |
2024 Q4
|
1/15/2025 |
369
|
$660 M
|
| CGN Advisors LLC |
2024 Q4
|
1/15/2025 |
285
|
$1.0 B
|
| SIB LLC |
2024 Q4
|
1/15/2025 |
19
|
$190 M
|
| Cohen Klingenstein LLC |
2024 Q4
|
1/15/2025 |
207
|
$2.9 B
|
| Stonekeep Investments, LLC |
2024 Q4
|
1/15/2025 |
58
|
$130 M
|
| BTS Asset Management, Inc. |
2024 Q4
|
1/15/2025 |
37
|
$100 M
|
| Galibier Capital Management Ltd. |
2024 Q4
|
1/15/2025 |
37
|
$350 M
|
| Sanibel Captiva Trust Company, Inc. |
2024 Q4
|
1/15/2025 |
667
|
$3.1 B
|
| SPRING CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/15/2025 |
45
|
$170 M
|
| Trust Co of Kansas |
2024 Q4
|
1/15/2025 |
55
|
$210 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2024 Q4
|
1/15/2025 |
313
|
$400 M
|
| Mason & Associates, LLC |
2024 Q4
|
1/15/2025 |
39
|
$330 M
|
| Alhambra Investment Management LLC |
2024 Q4
|
1/15/2025 |
166
|
$190 M
|
| Verity & Verity, LLC |
2024 Q4
|
1/15/2025 |
131
|
$1.1 B
|
| HOWARD FINANCIAL SERVICES, LTD. |
2024 Q4
|
1/15/2025 |
186
|
$740 M
|
| Lummis Asset Management, LP |
2024 Q4
|
1/15/2025 |
148
|
$79 M
|
| Integrated Investment Consultants, LLC |
2024 Q4
|
1/15/2025 |
739
|
$500 M
|
| Arkadios Wealth Advisors |
2024 Q4
|
1/15/2025 |
940
|
$1.8 B
|
| InTrack Investment Management Inc |
2024 Q4
|
1/15/2025 |
107
|
$140 M
|
| Dominguez Wealth Management Solutions, Inc. |
2024 Q4
|
1/15/2025 |
59
|
$140 M
|
| SHIKIAR ASSET MANAGEMENT INC |
2024 Q4
|
1/15/2025 |
76
|
$380 M
|
| Canoe Financial LP |
2024 Q4
|
1/15/2025 |
98
|
$6.1 B
|
| LAKE STREET PRIVATE WEALTH, LLC |
2024 Q4
|
1/15/2025 |
247
|
$630 M
|
| Trium Capital LLP |
2024 Q4
|
1/15/2025 |
40
|
$710 M
|
| Selective Wealth Management, Inc. |
2024 Q4
|
1/15/2025 |
105
|
$250 M
|
| DB Fitzpatrick & Co, Inc |
2024 Q4
|
1/15/2025 |
86
|
$110 M
|
| Atwater Malick LLC |
2024 Q4
|
1/15/2025 |
73
|
$300 M
|
| B & T Capital Management DBA Alpha Capital Management |
2024 Q4
|
1/15/2025 |
114
|
$550 M
|
| Dakota Community Bank & Trust NA |
2024 Q4
|
1/15/2025 |
106
|
$21 M
|
| Holland Advisory Services, Inc. |
2024 Q4
|
1/15/2025 |
45
|
$77 M
|
| TrueWealth Advisors, LLC |
2024 Q4
|
1/15/2025 |
222
|
$300 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2024 Q4
|
1/15/2025 |
162
|
$950 M
|
| Trivant Custom Portfolio Group, LLC |
2024 Q4
|
1/15/2025 |
194
|
$170 M
|
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2024 Q4
|
1/15/2025 |
135
|
$560 M
|
| Retirement Wealth Solutions LLC |
2024 Q4
|
1/15/2025 |
439
|
$120 M
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2024 Q4
|
1/15/2025 |
6
|
$160 M
|
| LongView Wealth Management |
2024 Q4
|
1/15/2025 |
203
|
$330 M
|
| O'Keefe Stevens Advisory, Inc. |
2024 Q4
|
1/15/2025 |
73
|
$320 M
|
| Brooklyn Investment Group |
2024 Q4
|
1/15/2025 |
1,943
|
$340 M
|
| WHITENER CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/15/2025 |
158
|
$360 M
|
| Helen Stephens Group, LLC |
2024 Q4
|
1/15/2025 |
86
|
$340 M
|
| DEFINED WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/15/2025 |
106
|
$150 M
|
| Cranbrook Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
412
|
$430 M
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2024 Q4
|
1/15/2025 |
73
|
$400 M
|
| ALBERT D MASON INC |
2024 Q4
|
1/15/2025 |
145
|
$150 M
|
| Pflug Koory, LLC |
2024 Q3
|
1/15/2025 |
398
|
$200 M
|
| Trinity Street Asset Management LLP |
2024 Q4
|
1/15/2025 |
14
|
$1.0 B
|
| Baker Chad R |
2024 Q4
|
1/15/2025 |
50
|
$510 M
|
| 25 LLC |
2024 Q4
|
1/15/2025 |
58
|
$240 M
|
| SAX WEALTH ADVISORS, LLC |
2024 Q4
|
1/15/2025 |
328
|
$1.3 B
|
| Somerset Trust Co |
2024 Q4
|
1/15/2025 |
201
|
$270 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2024 Q4
|
1/15/2025 |
78
|
$720 M
|
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2024 Q4
|
1/15/2025 |
26
|
$150 M
|
| Merit Financial Group, LLC |
2024 Q4
|
1/15/2025 |
1,152
|
$5.6 B
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2024 Q4
|
1/15/2025 |
127
|
$320 M
|
| Brand Asset Management Group, Inc. |
2024 Q4
|
1/15/2025 |
89
|
$250 M
|
| Kaye Capital Management |
2024 Q4
|
1/15/2025 |
39
|
$220 M
|
| Chemistry Wealth Management LLC |
2024 Q4
|
1/15/2025 |
182
|
$430 M
|