| First National Advisers, LLC |
2025 Q1
|
5/7/2025 |
212
|
$620 M
|
| Ridgewood Investments LLC |
2025 Q1
|
5/7/2025 |
734
|
$210 M
|
| CAPITAL CITY TRUST CO/FL |
2025 Q1
|
5/7/2025 |
199
|
$360 M
|
| Orca Investment Management, LLC |
2025 Q1
|
5/7/2025 |
58
|
$100 M
|
| TCW GROUP INC |
2025 Q1
|
5/7/2025 |
641
|
$11 B
|
| Seneschal Advisors, LLC |
2025 Q1
|
5/7/2025 |
33
|
$120 M
|
| Horan Capital Advisors, LLC. |
2025 Q1
|
5/7/2025 |
118
|
$300 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2025 Q1
|
5/7/2025 |
82
|
$95 M
|
| Bishop & Co Investment Management, LLC |
2025 Q1
|
5/7/2025 |
25
|
$260 M
|
| Sterling Investment Advisors, Ltd. |
2025 Q1
|
5/7/2025 |
174
|
$420 M
|
| HORIZON FINANCIAL SERVICES, LLC |
2025 Q1 - RESTATEMENT
|
5/7/2025 |
292
|
$180 M
|
| DUDLEY CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/7/2025 |
130
|
$190 M
|
| Prosperity Consulting Group, LLC |
2025 Q1
|
5/7/2025 |
459
|
$1.3 B
|
| Madrona Venture Group, LLC |
2025 Q1
|
5/7/2025 |
3
|
$28 M
|
| Vantage Financial Partners, LLC |
2025 Q1
|
5/7/2025 |
194
|
$400 M
|
| Beacon Bridge Wealth Partners, LLC |
2025 Q1
|
5/7/2025 |
85
|
$230 M
|
| Sheaff Brock Investment Advisors, LLC |
2025 Q1
|
5/7/2025 |
461
|
$1.1 B
|
| Symmetry Investments LP |
2024 Q3 - RESTATEMENT
|
5/7/2025 |
116
|
$710 M
|
| Symmetry Investments LP |
2024 Q2 - RESTATEMENT
|
5/7/2025 |
174
|
$890 M
|
| Melia Wealth LLC |
2025 Q1
|
5/7/2025 |
19
|
$190 M
|
| Passive Capital Management, LLC. |
2025 Q1
|
5/7/2025 |
83
|
$320 M
|
| MERIDIAN MANAGEMENT CO |
2025 Q1
|
5/7/2025 |
92
|
$320 M
|
| Portland Global Advisors LLC |
2025 Q1
|
5/7/2025 |
130
|
$790 M
|
| Symmetry Investments LP |
2024 Q1 - RESTATEMENT
|
5/7/2025 |
171
|
$1.7 B
|
| Alteri Wealth LLC |
2025 Q1
|
5/7/2025 |
250
|
$230 M
|
| MRP Capital Investments, LLC |
2025 Q1
|
5/7/2025 |
212
|
$110 M
|
| WADDELL & ASSOCIATES, LLC |
2025 Q1
|
5/7/2025 |
159
|
$820 M
|
| Symmetry Investments LP |
2023 Q4 - RESTATEMENT
|
5/7/2025 |
192
|
$1.4 B
|
| Schaeffer Financial LLC |
2025 Q1
|
5/7/2025 |
15
|
$91 M
|
| RWC Asset Management LLP |
2025 Q1
|
5/7/2025 |
153
|
$1.9 B
|
| Texas Yale Capital Corp. |
2025 Q1
|
5/7/2025 |
451
|
$2.4 B
|
| Councilmark Asset Management, LLC |
2025 Q1
|
5/7/2025 |
87
|
$150 M
|
| 400 Capital Management LLC |
2025 Q1
|
5/7/2025 |
6
|
$430 M
|
| RWC ASSET ADVISORS (US) LLC |
2025 Q1
|
5/7/2025 |
19
|
$550 M
|
| Inspire Advisors, LLC |
2025 Q1
|
5/7/2025 |
450
|
$870 M
|
| Symmetry Investments LP |
2023 Q3 - RESTATEMENT
|
5/7/2025 |
142
|
$490 M
|
| Semus Wealth Partners LLC |
2025 Q1
|
5/7/2025 |
114
|
$140 M
|
| Wealth Forward, LLC |
2025 Q1
|
5/7/2025 |
31
|
$140 M
|
| ATLANTIC FAMILY WEALTH, LLC |
2025 Q1
|
5/7/2025 |
46
|
$110 M
|
| Anson Capital, Inc. |
2025 Q1
|
5/7/2025 |
74
|
$120 M
|
| KEYVANTAGE WEALTH, LLC |
2025 Q1
|
5/7/2025 |
94
|
$210 M
|
| AMERICAN ASSET MANAGEMENT INC. |
2025 Q1
|
5/7/2025 |
22
|
$100 M
|
| one8zero8, LLC |
2025 Q1
|
5/7/2025 |
253
|
$420 M
|
| Stephenson & Company, Inc. |
2025 Q1
|
5/7/2025 |
39
|
$150 M
|
| Sunpointe, LLC |
2025 Q1
|
5/7/2025 |
186
|
$190 M
|
| Eagle Bluffs Wealth Management LLC |
2025 Q1
|
5/7/2025 |
77
|
$190 M
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2025 Q1
|
5/7/2025 |
143
|
$480 M
|
| PTM WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/7/2025 |
39
|
$95 M
|
| Foundations Investment Advisors, LLC |
2025 Q1
|
5/7/2025 |
1,047
|
$5.4 B
|
| KFA Private Wealth Group, LLC |
2025 Q1
|
5/7/2025 |
114
|
$290 M
|
| Symmetry Investments LP |
2023 Q2 - RESTATEMENT
|
5/7/2025 |
161
|
$660 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/7/2025 |
69
|
$93 M
|
| Maridea Wealth Management LLC |
2025 Q1
|
5/7/2025 |
229
|
$310 M
|
| Paradigm, Strategies in Wealth Management, LLC |
2025 Q1
|
5/7/2025 |
53
|
$150 M
|
| AGP FRANKLIN, LLC |
2025 Q1
|
5/7/2025 |
79
|
$160 M
|
| Schubert & Co |
2025 Q1
|
5/7/2025 |
64
|
$150 M
|
| AVALON CAPITAL MANAGEMENT |
2025 Q1
|
5/7/2025 |
126
|
$340 M
|
| Oxler Private Wealth LLC |
2025 Q1
|
5/7/2025 |
85
|
$280 M
|
| Symmetry Investments LP |
2023 Q1 - RESTATEMENT
|
5/7/2025 |
115
|
$420 M
|
| Solidarity Wealth, LLC |
2025 Q1
|
5/7/2025 |
89
|
$410 M
|
| Lazard Freres Gestion S.A.S. |
2025 Q1
|
5/7/2025 |
103
|
$4.1 B
|
| Abbot Financial Management, Inc. |
2025 Q1
|
5/7/2025 |
127
|
$190 M
|
| Facet Wealth, Inc. |
2025 Q1
|
5/7/2025 |
137
|
$3.9 B
|
| LPL Financial LLC |
2025 Q1
|
5/7/2025 |
5,344
|
$260 B
|
| MITCHELL SINKLER & STARR/PA |
2025 Q1
|
5/7/2025 |
152
|
$360 M
|
| WMS Partners, LLC |
2025 Q1
|
5/7/2025 |
1
|
$0
|
| H Capital V GP, L.P. |
2025 Q1
|
5/7/2025 |
1
|
$99 M
|
| BALLAST ADVISORS LLC |
2025 Q1
|
5/7/2025 |
164
|
$310 M
|
| Second Half Financial Partners, LLC |
2025 Q1
|
5/7/2025 |
82
|
$200 M
|
| Symmetry Investments LP |
2022 Q4 - RESTATEMENT
|
5/7/2025 |
88
|
$370 M
|
| Valued Retirements, Inc. |
2025 Q1
|
5/7/2025 |
82
|
$76 M
|
| IVY LANE CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/7/2025 |
14
|
$170 M
|
| Peak Asset Management, LLC |
2025 Q1
|
5/7/2025 |
147
|
$530 M
|
| Advantage Trust Co |
2025 Q1
|
5/7/2025 |
197
|
$170 M
|
| Empirical Finance, LLC |
2025 Q1
|
5/7/2025 |
504
|
$1.7 B
|
| Bastion Asset Management Inc. |
2025 Q1
|
5/7/2025 |
53
|
$190 M
|
| VALLEY WEALTH MANAGERS, INC. |
2025 Q1
|
5/7/2025 |
566
|
$1.3 B
|
| ALLEN OPERATIONS LLC |
2025 Q1
|
5/7/2025 |
31
|
$610 M
|
| AG Asset Advisory, LLC |
2025 Q1
|
5/7/2025 |
22
|
$97 M
|
| ALLEN HOLDING INC /NY |
2025 Q1
|
5/7/2025 |
14
|
$960 M
|
| BEARING POINT CAPITAL, LLC |
2025 Q1
|
5/7/2025 |
160
|
$470 M
|
| Allen Investment Management, LLC |
2025 Q1
|
5/7/2025 |
199
|
$8.6 B
|
| Vawter Financial, Ltd. |
2025 Q1
|
5/7/2025 |
103
|
$180 M
|
| Municipal Employees' Retirement System of Michigan |
2025 Q1
|
5/7/2025 |
55
|
$7.9 B
|
| Serenus Wealth Advisors, LLC |
2025 Q1
|
5/7/2025 |
64
|
$600 M
|
| ALLIUM FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/7/2025 |
85
|
$110 M
|
| Resolute Wealth Strategies, LLC |
2025 Q1
|
5/7/2025 |
100
|
$180 M
|
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
2025 Q1
|
5/7/2025 |
1
|
$100 M
|
| Zurcher Kantonalbank (Zurich Cantonalbank) |
2025 Q1
|
5/7/2025 |
2,630
|
$35 B
|
| Windmill Hill Asset Management Ltd |
2025 Q1
|
5/7/2025 |
26
|
$320 M
|
| Cornerstone Advisory, LLC |
2025 Q1
|
5/7/2025 |
229
|
$860 M
|
| Tikehau Investment Management |
2025 Q1
|
5/7/2025 |
23
|
$65 M
|
| Providence Wealth Advisors, LLC |
2025 Q1
|
5/7/2025 |
83
|
$130 M
|
| Bedel Financial Consulting, Inc. |
2025 Q1
|
5/7/2025 |
264
|
$700 M
|
| Spectrum Wealth Counsel, LLC |
2025 Q1
|
5/7/2025 |
368
|
$830 M
|
| Kapitalo Investimentos Ltda |
2025 Q1
|
5/7/2025 |
84
|
$490 M
|
| Intellus Advisors LLC |
2025 Q1
|
5/7/2025 |
120
|
$570 M
|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2025 Q1
|
5/7/2025 |
185
|
$110 M
|
| Accretive Wealth Partners, LLC |
2025 Q1
|
5/7/2025 |
141
|
$280 M
|
| Oldfield Partners LLP |
2025 Q1
|
5/7/2025 |
25
|
$340 M
|