| Alliance Wealth Management Group |
2025 Q1
|
5/8/2025 |
83
|
$370 M
|
| Lee-Kelleher Wealth Management |
2025 Q1
|
5/8/2025 |
36
|
$140 M
|
| American Assets Investment Management, LLC |
2025 Q1
|
5/8/2025 |
40
|
$240 M
|
| American Assets Capital Advisers, LLC |
2025 Q1
|
5/8/2025 |
40
|
$240 M
|
| Plante Moran Financial Advisors, LLC |
2025 Q1
|
5/8/2025 |
801
|
$1.2 B
|
| EFG Asset Management (Americas) Corp. |
2025 Q1
|
5/8/2025 |
134
|
$490 M
|
| Ackerman Asset Management, LLC |
2025 Q1
|
5/8/2025 |
24
|
$110 M
|
| 12th Street Asset Management Company, LLC |
2025 Q1
|
5/8/2025 |
29
|
$590 M
|
| Pasadena Private Wealth, LLC |
2025 Q1
|
5/8/2025 |
195
|
$520 M
|
| LYELL WEALTH MANAGEMENT, LP |
2025 Q1
|
5/8/2025 |
202
|
$1.1 B
|
| Cordatus Wealth Management LLC |
2025 Q1
|
5/8/2025 |
148
|
$360 M
|
| Grantvest Financial Group LLC |
2025 Q1
|
5/8/2025 |
139
|
$120 M
|
| Alpha Omega Group, Inc. |
2025 Q1 - RESTATEMENT
|
5/8/2025 |
1
|
$0
|
| Pacific Capital Partners Ltd |
2023 Q3
|
5/8/2025 |
61
|
$170 M
|
| Tillman Hartley LLC |
2025 Q1
|
5/8/2025 |
133
|
$340 M
|
| Pacific Capital Partners Ltd |
2023 Q4
|
5/8/2025 |
58
|
$130 M
|
| Towercrest Capital Management |
2025 Q1
|
5/8/2025 |
88
|
$530 M
|
| Atlas Wealth LLC |
2025 Q1
|
5/8/2025 |
97
|
$260 M
|
| Pacific Capital Partners Ltd |
2024 Q1
|
5/8/2025 |
60
|
$150 M
|
| Torray Investment Partners LLC |
2025 Q1
|
5/8/2025 |
101
|
$670 M
|
| Menard Financial Group LLC |
2025 Q1
|
5/8/2025 |
97
|
$150 M
|
| Abacus Wealth Partners, LLC |
2025 Q1
|
5/8/2025 |
91
|
$660 M
|
| Hoxton Planning & Management, LLC |
2025 Q1
|
5/8/2025 |
199
|
$260 M
|
| RVW Wealth, LLC |
2025 Q1
|
5/8/2025 |
160
|
$1.1 B
|
| Pacific Capital Partners Ltd |
2024 Q2
|
5/8/2025 |
60
|
$150 M
|
| PENINSULA ASSET MANAGEMENT INC |
2025 Q1
|
5/8/2025 |
76
|
$180 M
|
| DAVIS R M INC |
2025 Q1
|
5/8/2025 |
280
|
$5.0 B
|
| SHUFRO ROSE & CO LLC |
2025 Q1
|
5/8/2025 |
313
|
$1.3 B
|
| INVICTUS PRIVATE WEALTH, LLC |
2025 Q1
|
5/8/2025 |
77
|
$1.3 B
|
| Elios Financial Group Inc. |
2025 Q1
|
5/8/2025 |
110
|
$200 M
|
| Wealthquest Corp |
2025 Q1 - RESTATEMENT
|
5/8/2025 |
134
|
$1.2 B
|
| Sound View Wealth Advisors Group, LLC |
2025 Q1
|
5/8/2025 |
407
|
$1.2 B
|
| MGO ONE SEVEN LLC |
2025 Q1
|
5/8/2025 |
1,090
|
$2.6 B
|
| Goodman Financial Corp |
2025 Q1
|
5/8/2025 |
61
|
$460 M
|
| Collaborative Wealth Managment Inc. |
2025 Q1
|
5/8/2025 |
173
|
$210 M
|
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN |
2025 Q1
|
5/8/2025 |
1
|
$340 M
|
| AMERICAN FINANCIAL GROUP INC |
2025 Q1
|
5/8/2025 |
80
|
$230 M
|
| Pacific Capital Partners Ltd |
2024 Q3
|
5/8/2025 |
57
|
$170 M
|
| KESTREL INVESTMENT MANAGEMENT CORP |
2025 Q1
|
5/8/2025 |
40
|
$160 M
|
| Pacific Capital Partners Ltd |
2024 Q4
|
5/8/2025 |
52
|
$170 M
|
| LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2025 Q1
|
5/8/2025 |
15
|
$180 M
|
| NICOLET ADVISORY SERVICES, LLC |
2025 Q1
|
5/8/2025 |
380
|
$1.0 B
|
| Momentous Wealth Management, Inc. |
2025 Q1
|
5/8/2025 |
49
|
$140 M
|
| Tandem Financial, LLC |
2025 Q1
|
5/8/2025 |
50
|
$92 M
|
| NATIXIS ADVISORS, LLC |
2025 Q1
|
5/8/2025 |
2,055
|
$54 B
|
| Cannon Wealth Management Services, LLC |
2025 Q1
|
5/8/2025 |
76
|
$110 M
|
| LETKO, BROSSEAU & ASSOCIATES INC |
2025 Q1
|
5/8/2025 |
89
|
$4.7 B
|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
2025 Q1
|
5/8/2025 |
85
|
$280 M
|
| BCGM Wealth Management, LLC |
2025 Q1
|
5/8/2025 |
153
|
$330 M
|
| Allianz Investment Management U.S. LLC |
2025 Q1
|
5/8/2025 |
63
|
$1.8 B
|
| Bison Wealth, LLC |
2025 Q1
|
5/8/2025 |
395
|
$1.1 B
|
| Private Advisory Group LLC |
2025 Q1
|
5/8/2025 |
290
|
$900 M
|
| TradeLink Capital LLC |
2025 Q1
|
5/8/2025 |
40
|
$16 M
|
| CAP Partners, LLC |
2025 Q1
|
5/8/2025 |
129
|
$140 M
|
| Sovereign Investment Advisors, LLC |
2025 Q1
|
5/8/2025 |
33
|
$290 M
|
| Vitruvian Partners LLP |
2025 Q1
|
5/8/2025 |
6
|
$100 M
|
| FOSTER & MOTLEY INC |
2025 Q1
|
5/8/2025 |
378
|
$1.6 B
|
| GS Investments, Inc. |
2025 Q1
|
5/8/2025 |
120
|
$210 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2025 Q1
|
5/8/2025 |
206
|
$260 M
|
| Entruity Wealth, LLC |
2025 Q1
|
5/8/2025 |
42
|
$110 M
|
| TOWER BRIDGE ADVISORS |
2025 Q1
|
5/8/2025 |
198
|
$890 M
|
| SEIZERT CAPITAL PARTNERS, LLC |
2025 Q1
|
5/8/2025 |
156
|
$2.2 B
|
| Bristol Gate Capital Partners Inc. |
2025 Q1
|
5/8/2025 |
32
|
$2.0 B
|
| Modera Wealth Management, LLC |
2025 Q1
|
5/8/2025 |
607
|
$7.4 B
|
| Baader Bank Aktiengesellschaft |
2025 Q1
|
5/8/2025 |
421
|
$1.3 B
|
| SlateStone Wealth, LLC |
2025 Q1
|
5/8/2025 |
288
|
$1.0 B
|
| Chesapeake Wealth Management |
2025 Q1
|
5/8/2025 |
258
|
$280 M
|
| O'ROURKE & COMPANY, Inc |
2025 Q1
|
5/8/2025 |
151
|
$200 M
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2025 Q1
|
5/8/2025 |
163
|
$1.7 B
|
| denkapparat Operations GmbH |
2025 Q1
|
5/8/2025 |
214
|
$94 M
|
| One Charles Private Wealth Services, LLC |
2025 Q1
|
5/8/2025 |
148
|
$310 M
|
| Independent Order of Foresters |
2025 Q1
|
5/8/2025 |
2
|
$140 M
|
| Aspiring Ventures, LLC |
2025 Q1
|
5/8/2025 |
78
|
$180 M
|
| SP Asset Management LLC |
2025 Q1
|
5/8/2025 |
120
|
$1.1 B
|
| Williamson Legacy Group, LLC |
2025 Q1
|
5/8/2025 |
102
|
$110 M
|
| PLANWISER FINANCIAL, LLC |
2025 Q1
|
5/8/2025 |
47
|
$110 M
|
| Atlas Venture Advisors, Inc. |
2025 Q1
|
5/8/2025 |
4
|
$370 M
|
| Legacy Bridge, LLC |
2025 Q1
|
5/8/2025 |
319
|
$180 M
|
| Aldebaran Financial Inc. |
2025 Q1
|
5/8/2025 |
70
|
$82 M
|
| LGT Financial Advisors LLC |
2025 Q1
|
5/8/2025 |
2,062
|
$33 M
|
| WRAPMANAGER INC |
2025 Q1
|
5/8/2025 |
211
|
$380 M
|
| Wilmington Savings Fund Society, FSB |
2025 Q1
|
5/8/2025 |
2,721
|
$5.4 B
|
| INVESTMENT HOUSE LLC |
2025 Q1
|
5/8/2025 |
213
|
$1.8 B
|
| One Wealth Management Investment & Advisory Services, LLC |
2025 Q1
|
5/8/2025 |
47
|
$60 M
|
| Kagan Cocozza Asset Management |
2025 Q1
|
5/8/2025 |
61
|
$120 M
|
| Cape Ann Asset Management Ltd |
2025 Q1 - RESTATEMENT
|
5/8/2025 |
7
|
$160 M
|
| Roble, Belko & Company, Inc |
2025 Q1
|
5/8/2025 |
443
|
$630 M
|
| NorthRock Partners, LLC |
2025 Q1
|
5/8/2025 |
852
|
$3.0 B
|
| NORTH STAR ASSET MANAGEMENT INC |
2025 Q1
|
5/8/2025 |
420
|
$2.2 B
|
| SSA SWISS ADVISORS AG |
2025 Q1
|
5/8/2025 |
121
|
$200 M
|
| Parkside Financial Bank & Trust |
2025 Q1
|
5/8/2025 |
4,134
|
$790 M
|
| NICHOLAS COMPANY, INC. |
2025 Q1
|
5/8/2025 |
213
|
$5.8 B
|
| Savant Capital, LLC |
2025 Q1
|
5/8/2025 |
1,592
|
$14 B
|
| ICICI Prudential Asset Management Co Ltd |
2025 Q1
|
5/8/2025 |
156
|
$770 M
|
| Beaumont Asset Management, L.L.C. |
2025 Q1
|
5/8/2025 |
69
|
$170 M
|
| Waldron Private Wealth LLC |
2025 Q1
|
5/8/2025 |
293
|
$2.1 B
|
| NNS Investments (Cyprus) Ltd |
2025 Q1
|
5/8/2025 |
1
|
$0
|
| Essential Planning, LLC. |
2025 Q1
|
5/8/2025 |
81
|
$250 M
|
| Parametrica Management Ltd |
2025 Q1
|
5/8/2025 |
23
|
$59 M
|
| SMH CAPITAL ADVISORS INC |
2025 Q1
|
5/8/2025 |
45
|
$43 M
|