| Johnson & White Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
98
|
$170 M
|
| HORIZON BANCORP INC /IN/ |
2024 Q4
|
1/13/2025 |
193
|
$210 M
|
| TPG Financial Advisors, LLC |
2024 Q4
|
1/13/2025 |
62
|
$230 M
|
| Marcum Wealth, LLC |
2024 Q4
|
1/13/2025 |
407
|
$1.2 B
|
| Ellenbecker Investment Group |
2024 Q4
|
1/13/2025 |
112
|
$560 M
|
| Wela Strategies, Inc. |
2024 Q4
|
1/13/2025 |
53
|
$230 M
|
| AdvisorNet Financial, Inc |
2024 Q4
|
1/13/2025 |
1,977
|
$1.2 B
|
| Granite Bay Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
73
|
$270 M
|
| FIRST FINANCIAL CORP /IN/ |
2024 Q4
|
1/13/2025 |
522
|
$210 M
|
| Benson Investment Management Company, Inc. |
2024 Q4
|
1/13/2025 |
46
|
$240 M
|
| NOMURA HOLDINGS INC |
2024 Q3 - RESTATEMENT
|
1/13/2025 |
1,884
|
$44 B
|
| Greenfield Savings Bank |
2024 Q4
|
1/13/2025 |
146
|
$210 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2024 Q4
|
1/13/2025 |
64
|
$110 M
|
| Gleason Group, Inc. |
2024 Q4
|
1/13/2025 |
196
|
$570 M
|
| AAFMAA Wealth Management & Trust LLC |
2024 Q4
|
1/13/2025 |
117
|
$230 M
|
| Code Waechter LLC |
2024 Q4
|
1/13/2025 |
101
|
$110 M
|
| Leibman Financial Services, Inc. |
2024 Q4
|
1/13/2025 |
55
|
$140 M
|
| Christensen, King & Associates Investment Services, Inc. |
2024 Q4
|
1/13/2025 |
93
|
$210 M
|
| Shorepath Capital Management LLC |
2024 Q4
|
1/13/2025 |
23
|
$140 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2024 Q4
|
1/13/2025 |
177
|
$680 M
|
| WRIGHT INVESTORS SERVICE INC |
2024 Q4
|
1/13/2025 |
211
|
$310 M
|
| Exeter Financial, LLC |
2024 Q4
|
1/13/2025 |
91
|
$220 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2024 Q4
|
1/13/2025 |
137
|
$240 M
|
| Grandview Asset Management LLC |
2024 Q4
|
1/13/2025 |
116
|
$270 M
|
| Dale Q Rice Investment Management Ltd |
2024 Q4
|
1/13/2025 |
129
|
$230 M
|
| PSI Advisors, LLC |
2024 Q4
|
1/13/2025 |
2,629
|
$340 M
|
| Gunderson Capital Management Inc. |
2024 Q4
|
1/13/2025 |
37
|
$200 M
|
| Traveka Wealth, LLC |
2024 Q4
|
1/13/2025 |
141
|
$180 M
|
| UNIQUE WEALTH, LLC |
2024 Q4
|
1/13/2025 |
141
|
$480 M
|
| Pinnacle Wealth Management Group, Inc. |
2024 Q4
|
1/13/2025 |
116
|
$160 M
|
| CHB Investment Group, LLC |
2024 Q4
|
1/13/2025 |
74
|
$180 M
|
| FNY Investment Advisers, LLC |
2024 Q4
|
1/13/2025 |
742
|
$190 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2024 Q4
|
1/13/2025 |
58
|
$1.0 B
|
| BCS Wealth Management |
2024 Q4
|
1/13/2025 |
256
|
$400 M
|
| TSFG, LLC |
2024 Q4
|
1/13/2025 |
785
|
$490 M
|
| SENTINEL PENSION ADVISORS INC. |
2024 Q4
|
1/13/2025 |
110
|
$540 M
|
| PFW Advisors LLC |
2024 Q4
|
1/13/2025 |
125
|
$330 M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2024 Q4
|
1/13/2025 |
268
|
$780 M
|
| ATMOS ADVISORY, LLC |
2024 Q4
|
1/13/2025 |
32
|
$140 M
|
| Sightline Wealth Advisors, LLC |
2024 Q4
|
1/13/2025 |
88
|
$190 M
|
| CATALYST PRIVATE WEALTH, LLC |
2024 Q4
|
1/13/2025 |
84
|
$220 M
|
| Marion Wealth Management |
2024 Q4
|
1/13/2025 |
132
|
$380 M
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2024 Q4
|
1/13/2025 |
156
|
$420 M
|
| Noble Family Wealth, LLC |
2024 Q4
|
1/13/2025 |
61
|
$360 M
|
| COURIER CAPITAL LLC |
2024 Q4
|
1/13/2025 |
360
|
$1.4 B
|
| Parisi Gray Wealth Management |
2024 Q4
|
1/13/2025 |
105
|
$310 M
|
| Pallas Capital Advisors LLC |
2024 Q4
|
1/13/2025 |
582
|
$2.3 B
|
| Northstar Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
103
|
$200 M
|
| Miracle Mile Advisors, LLC |
2024 Q4
|
1/13/2025 |
633
|
$4.9 B
|
| Conrad Siegel Investment Advisors, Inc. |
2024 Q4
|
1/13/2025 |
46
|
$370 M
|
| Horizon Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
102
|
$570 M
|
| Sunflower Bank, N.A. |
2024 Q4
|
1/13/2025 |
189
|
$360 M
|
| EHRLICH FINANCIAL GROUP |
2024 Q4
|
1/13/2025 |
106
|
$140 M
|
| BURNS J W & CO INC/NY |
2024 Q4
|
1/13/2025 |
188
|
$780 M
|
| Davis Investment Partners, LLC |
2024 Q4
|
1/13/2025 |
123
|
$240 M
|
| Friedenthal Financial |
2024 Q4
|
1/13/2025 |
257
|
$170 M
|
| Heritage Wealth Partners, LLC |
2024 Q4
|
1/13/2025 |
67
|
$80 M
|
| KWMG, LLC |
2024 Q4
|
1/13/2025 |
139
|
$970 M
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2024 Q4
|
1/13/2025 |
26
|
$220 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2024 Q4
|
1/13/2025 |
257
|
$1.5 B
|
| Vigilare Wealth Management |
2024 Q4
|
1/13/2025 |
90
|
$250 M
|
| Corrigan Financial, Inc. |
2024 Q4
|
1/13/2025 |
55
|
$440 M
|
| Clean Yield Group |
2024 Q4
|
1/13/2025 |
458
|
$310 M
|
| Forza Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
183
|
$220 M
|
| Kades & Cheifetz LLC |
2024 Q4
|
1/13/2025 |
108
|
$200 M
|
| Bridge Creek Capital Management LLC |
2024 Q4
|
1/13/2025 |
110
|
$330 M
|
| Accelerate Investment Advisors LLC |
2024 Q4
|
1/13/2025 |
100
|
$110 M
|
| Elevated Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
260
|
$370 M
|
| Abound Wealth Management |
2024 Q4
|
1/13/2025 |
1,225
|
$310 M
|
| Sivia Capital Partners, LLC |
2024 Q4
|
1/13/2025 |
204
|
$200 M
|
| Elmwood Wealth Management, Inc. |
2024 Q4
|
1/13/2025 |
128
|
$250 M
|
| Enterprise Bank & Trust Co |
2024 Q4
|
1/13/2025 |
130
|
$300 M
|
| Keystone Financial Planning, Inc. |
2024 Q4
|
1/13/2025 |
46
|
$320 M
|
| Grassi Investment Management |
2024 Q4
|
1/13/2025 |
131
|
$1.2 B
|
| Fulcrum Capital LLC |
2024 Q4
|
1/13/2025 |
113
|
$480 M
|
| Harbour Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
270
|
$450 M
|
| JCIC Asset Management Inc. |
2024 Q4
|
1/13/2025 |
134
|
$250 M
|
| Adams Asset Advisors, LLC |
2024 Q4
|
1/13/2025 |
77
|
$780 M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2024 Q4
|
1/13/2025 |
40
|
$150 M
|
| EASTERN BANK |
2024 Q4
|
1/13/2025 |
1,361
|
$5.4 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2024 Q4
|
1/13/2025 |
159
|
$230 M
|
| CONSILIO WEALTH ADVISORS, LLC |
2024 Q4
|
1/13/2025 |
71
|
$240 M
|
| Persium Advisors, LLC |
2024 Q4
|
1/13/2025 |
58
|
$100 M
|
| MARSHALL & SULLIVAN INC /WA/ |
2024 Q4
|
1/13/2025 |
41
|
$200 M
|
| Claro Advisors LLC |
2024 Q4
|
1/13/2025 |
487
|
$740 M
|
| Westmount Partners, LLC |
2024 Q4
|
1/13/2025 |
218
|
$330 M
|
| SALEM INVESTMENT COUNSELORS INC |
2024 Q4
|
1/13/2025 |
1,204
|
$3.0 B
|
| New Capital Management LP |
2024 Q4
|
1/13/2025 |
51
|
$340 M
|
| Fragasso Financial Advisors Inc |
2024 Q4
|
1/13/2025 |
256
|
$1.3 B
|
| QV Investors Inc. |
2024 Q4
|
1/13/2025 |
63
|
$970 M
|
| Cooper Financial Group |
2024 Q4
|
1/13/2025 |
386
|
$830 M
|
| Future Financial Wealth Managment LLC |
2024 Q4
|
1/13/2025 |
449
|
$140 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2024 Q4
|
1/13/2025 |
806
|
$960 M
|
| Cadent Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
172
|
$290 M
|
| Wedmont Private Capital |
2024 Q4
|
1/13/2025 |
701
|
$1.9 B
|
| Westmount Partners, LLC |
2024 Q3
|
1/13/2025 |
230
|
$330 M
|
| REINHART PARTNERS, LLC. |
2024 Q4
|
1/13/2025 |
78
|
$2.6 B
|
| Talbot Financial, LLC |
2024 Q4
|
1/13/2025 |
65
|
$840 M
|
| Agate Pass Investment Management, LLC |
2024 Q4
|
1/13/2025 |
107
|
$220 M
|
| Founders Capital Management |
2024 Q4
|
1/13/2025 |
368
|
$160 M
|