| Greylin Investment Management, Inc |
2024 Q1
|
4/24/2024 |
79
|
$620 M
|
| North Ridge Wealth Advisors, Inc. |
2024 Q1
|
4/24/2024 |
40
|
$130 M
|
| KEB ASSET MANAGEMENT, LLC |
2024 Q1
|
4/24/2024 |
69
|
$290 M
|
| MFA Wealth Advisors, LLC |
2024 Q1
|
4/24/2024 |
86
|
$380 M
|
| Dechtman Wealth Management, LLC |
2024 Q1 - RESTATEMENT
|
4/24/2024 |
63
|
$430 M
|
| Freedom Day Solutions, LLC |
2024 Q1
|
4/24/2024 |
98
|
$280 M
|
| Wells Trecaso Financial Group, LLC |
2024 Q1
|
4/24/2024 |
119
|
$280 M
|
| GDS Wealth Management |
2024 Q1
|
4/24/2024 |
137
|
$850 M
|
| Ackerman Capital Advisors, LLC |
2024 Q1
|
4/24/2024 |
100
|
$360 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2024 Q1
|
4/24/2024 |
209
|
$340 M
|
| Avitas Wealth Management LLC |
2024 Q1
|
4/24/2024 |
204
|
$660 M
|
| Spire Wealth Management |
2024 Q1
|
4/24/2024 |
2,367
|
$5.5 B
|
| Costello Asset Management, INC |
2024 Q1
|
4/24/2024 |
174
|
$140 M
|
| Cubic Asset Management, LLC |
2024 Q1
|
4/24/2024 |
202
|
$420 M
|
| GPWM LLC |
2024 Q1
|
4/24/2024 |
20
|
$120 M
|
| Willis Investment Counsel |
2024 Q1
|
4/24/2024 |
107
|
$1.5 B
|
| Callahan Advisors, LLC |
2024 Q1
|
4/24/2024 |
144
|
$950 M
|
| EDMP, INC. |
2024 Q1
|
4/24/2024 |
76
|
$120 M
|
| My Personal CFO, LLC |
2024 Q1
|
4/24/2024 |
97
|
$170 M
|
| Focus Financial Network, Inc. |
2024 Q1
|
4/24/2024 |
626
|
$2.1 B
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2024 Q1
|
4/24/2024 |
3
|
$180 M
|
| SNS Financial Group, LLC |
2024 Q1
|
4/24/2024 |
288
|
$910 M
|
| Fingerlakes Wealth Management, Inc. |
2024 Q1
|
4/24/2024 |
90
|
$100 M
|
| Robeco Institutional Asset Management B.V. |
2024 Q1
|
4/24/2024 |
926
|
$46 B
|
| McCarthy Grittinger Financial Group, LLC |
2024 Q1
|
4/24/2024 |
65
|
$310 M
|
| WESPAC Advisors, LLC |
2024 Q1
|
4/24/2024 |
167
|
$170 M
|
| Clay Northam Wealth Management, LLC |
2024 Q1
|
4/24/2024 |
89
|
$120 M
|
| CROSSPOINT FINANCIAL, LLC |
2024 Q1
|
4/24/2024 |
13
|
$12 M
|
| Cardinal Point Capital Management ULC |
2024 Q1
|
4/24/2024 |
72
|
$530 M
|
| DekaBank Deutsche Girozentrale |
2024 Q1
|
4/24/2024 |
2,052
|
$54 B
|
| Beach Point Capital Management LP |
2024 Q1
|
4/24/2024 |
11
|
$290 M
|
| El Puerto de Liverpool, S.A.B. de C.V. |
2024 Q1
|
4/24/2024 |
1
|
$320 M
|
| BROWN ADVISORY INC |
2024 Q1
|
4/24/2024 |
2,324
|
$75 B
|
| COUNTRY CLUB BANK /GFN |
2024 Q1
|
4/24/2024 |
539
|
$1.4 B
|
| N.E.W. Advisory Services LLC |
2024 Q1
|
4/24/2024 |
173
|
$900 M
|
| AF Advisors, Inc. |
2024 Q1
|
4/24/2024 |
22
|
$460 M
|
| Detalus Advisors, LLC |
2024 Q1
|
4/24/2024 |
147
|
$280 M
|
| Western Financial Corp/CA |
2024 Q1
|
4/24/2024 |
114
|
$160 M
|
| JGP Wealth Management, LLC |
2024 Q1
|
4/24/2024 |
164
|
$690 M
|
| RITHOLTZ WEALTH MANAGEMENT |
2024 Q1
|
4/24/2024 |
787
|
$2.9 B
|
| Root Financial Partners, LLC |
2024 Q1
|
4/24/2024 |
96
|
$340 M
|
| Segment Wealth Management, LLC |
2024 Q1
|
4/24/2024 |
254
|
$1.3 B
|
| Catalyst Capital Advisors LLC |
2024 Q1
|
4/24/2024 |
471
|
$4.2 B
|
| Border to Coast Pensions Partnership Ltd |
2024 Q1
|
4/24/2024 |
85
|
$4.5 B
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2024 Q1
|
4/24/2024 |
427
|
$14 B
|
| AlphaCentric Advisors LLC |
2024 Q1
|
4/24/2024 |
228
|
$170 M
|
| ACCENTURE PLC |
2024 Q1
|
4/24/2024 |
1
|
$0
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2024 Q1
|
4/24/2024 |
72
|
$400 M
|
| Assenagon Asset Management S.A. |
2024 Q1
|
4/24/2024 |
1,350
|
$42 B
|
| E Fund Management (Hong Kong) Co., Ltd. |
2024 Q1
|
4/24/2024 |
75
|
$150 M
|
| Genesis Fortune Ltd |
2024 Q1
|
4/24/2024 |
1
|
$180 M
|
| LHM, INC. |
2024 Q1
|
4/24/2024 |
14
|
$140 M
|
| Wesleyan Assurance Society |
2024 Q1
|
4/24/2024 |
102
|
$1.1 B
|
| Solstein Capital, LLC |
2024 Q1
|
4/23/2024 |
312
|
$140 M
|
| Gunma Bank,Ltd. |
2024 Q1
|
4/23/2024 |
25
|
$190 M
|
| West Branch Capital LLC |
2024 Q1
|
4/23/2024 |
423
|
$250 M
|
| Dechtman Wealth Management, LLC |
2024 Q1
|
4/23/2024 |
63
|
$430 M
|
| H&H Retirement Design & Management INC |
2024 Q1
|
4/23/2024 |
84
|
$150 M
|
| Financial Freedom, LLC |
2024 Q1
|
4/23/2024 |
364
|
$170 M
|
| Capasso Planning Partners LLC |
2024 Q1
|
4/23/2024 |
111
|
$240 M
|
| Essex Financial Services, Inc. |
2024 Q1
|
4/23/2024 |
544
|
$1.1 B
|
| BAR HARBOR WEALTH MANAGEMENT |
2024 Q1
|
4/23/2024 |
260
|
$1.5 B
|
| Pinnacle West Asset Management, Inc. |
2024 Q1
|
4/23/2024 |
105
|
$130 M
|
| Gemmer Asset Management LLC |
2024 Q1
|
4/23/2024 |
131
|
$860 M
|
| Midwest Heritage Bank, FSB |
2024 Q1
|
4/23/2024 |
54
|
$190 M
|
| Twin Peaks Wealth Advisors, LLC |
2024 Q1
|
4/23/2024 |
126
|
$180 M
|
| Mason & Associates Inc |
2024 Q1
|
4/23/2024 |
112
|
$370 M
|
| TriaGen Wealth Management LLC |
2024 Q1
|
4/23/2024 |
160
|
$240 M
|
| RICE HALL JAMES & ASSOCIATES, LLC |
2024 Q1
|
4/23/2024 |
257
|
$1.8 B
|
| BML Capital Management, LLC |
2024 Q1
|
4/23/2024 |
30
|
$150 M
|
| Cherry Creek Investment Advisors, Inc. |
2024 Q1
|
4/23/2024 |
104
|
$180 M
|
| OAK HARBOR WEALTH PARTNERS, LLC |
2024 Q1
|
4/23/2024 |
229
|
$320 M
|
| RATIONAL ADVISORS LLC |
2024 Q1
|
4/23/2024 |
227
|
$1.1 B
|
| Origin Asset Management LLP |
2024 Q1
|
4/23/2024 |
17
|
$360 M
|
| DeDora Capital, Inc. |
2024 Q1 - RESTATEMENT
|
4/23/2024 |
108
|
$310 M
|
| Live Oak Private Wealth LLC |
2024 Q1
|
4/23/2024 |
168
|
$580 M
|
| Community Financial Services Group, LLC |
2024 Q1
|
4/23/2024 |
228
|
$440 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2024 Q1
|
4/23/2024 |
11
|
$130 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2024 Q1
|
4/23/2024 |
115
|
$230 M
|
| Wealth Advisory Solutions, LLC |
2024 Q1
|
4/23/2024 |
125
|
$390 M
|
| OLYMPUS WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/23/2024 |
14
|
$170 M
|
| WASHINGTON TRUST Co |
2024 Q1
|
4/23/2024 |
1,292
|
$2.7 B
|
| AllGen Financial Advisors, Inc. |
2024 Q1
|
4/23/2024 |
38
|
$250 M
|
| Canvas Wealth Advisors, LLC |
2024 Q1
|
4/23/2024 |
146
|
$300 M
|
| Venturi Wealth Management, LLC |
2024 Q1
|
4/23/2024 |
2,131
|
$1.6 B
|
| Silver Lake Advisory, LLC |
2024 Q1
|
4/23/2024 |
96
|
$220 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2024 Q1
|
4/23/2024 |
35
|
$180 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2024 Q1
|
4/23/2024 |
493
|
$6.2 B
|
| Aquila Investment Management LLC |
2024 Q1
|
4/23/2024 |
67
|
$120 M
|
| MOODY LYNN & LIEBERSON, LLC |
2024 Q1
|
4/23/2024 |
236
|
$1.5 B
|
| HAMEL ASSOCIATES, INC. |
2024 Q1
|
4/23/2024 |
71
|
$310 M
|
| United Asset Strategies, Inc. |
2024 Q1
|
4/23/2024 |
234
|
$1.0 B
|
| REGIONS FINANCIAL CORP |
2024 Q1
|
4/23/2024 |
1,533
|
$13 B
|
| Luken Investment Analytics, LLC |
2024 Q1
|
4/23/2024 |
129
|
$200 M
|
| FISHMAN JAY A LTD/MI |
2024 Q1
|
4/23/2024 |
90
|
$910 M
|
| LaFleur & Godfrey LLC |
2024 Q1
|
4/23/2024 |
134
|
$680 M
|
| SATOVSKY ASSET MANAGEMENT LLC |
2024 Q1
|
4/23/2024 |
50
|
$340 M
|
| SPEECE THORSON CAPITAL GROUP INC |
2024 Q1
|
4/23/2024 |
43
|
$520 M
|
| Creative Capital Management Investments LLC |
2024 Q1
|
4/23/2024 |
214
|
$190 M
|
| Morton Brown Family Wealth, LLC |
2024 Q1
|
4/23/2024 |
216
|
$240 M
|