| Optimist Retirement Group LLC |
2025 Q1
|
5/5/2025 |
117
|
$200 M
|
| Souders Financial Advisors |
2025 Q1
|
5/5/2025 |
184
|
$720 M
|
| Parkworth Wealth Management, Inc. |
2025 Q1
|
5/5/2025 |
1,226
|
$130 M
|
| Coastwise Capital Group, LLC |
2025 Q1
|
5/5/2025 |
122
|
$120 M
|
| HERITAGE INVESTORS MANAGEMENT CORP |
2025 Q1
|
5/5/2025 |
254
|
$2.9 B
|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
2025 Q1
|
5/5/2025 |
3,723
|
$11 B
|
| New England Capital Financial Advisors LLC |
2025 Q1
|
5/5/2025 |
394
|
$200 M
|
| MARINER INVESTMENT GROUP LLC |
2025 Q1
|
5/5/2025 |
36
|
$250 M
|
| SUMMIT PARTNERS L P |
2025 Q1
|
5/5/2025 |
9
|
$1.6 B
|
| North Forty Two & Co. |
2025 Q1
|
5/5/2025 |
94
|
$90 M
|
| Atlantic Union Bankshares Corp |
2025 Q1
|
5/5/2025 |
640
|
$1.7 B
|
| TWIN CAPITAL MANAGEMENT INC |
2025 Q1
|
5/5/2025 |
291
|
$860 M
|
| WNY Asset Management, LLC |
2025 Q1
|
5/5/2025 |
227
|
$840 M
|
| MONTAG A & ASSOCIATES INC |
2025 Q1
|
5/5/2025 |
994
|
$2.0 B
|
| Integrated Capital Management, LLC |
2025 Q1
|
5/5/2025 |
58
|
$180 M
|
| IFP Advisors, Inc |
2025 Q1
|
5/5/2025 |
4,312
|
$3.2 B
|
| Aspen Capital Management, LLC |
2025 Q1
|
5/5/2025 |
66
|
$310 M
|
| OneAscent Wealth Management LLC |
2025 Q1
|
5/5/2025 |
154
|
$230 M
|
| Kingsman Wealth Management, Inc. |
2025 Q1
|
5/5/2025 |
64
|
$140 M
|
| Lunt Capital Management, Inc. |
2025 Q1
|
5/5/2025 |
86
|
$270 M
|
| Horizon Investment Services, LLC |
2025 Q1
|
5/5/2025 |
110
|
$210 M
|
| GW&K Investment Management, LLC |
2025 Q1
|
5/5/2025 |
1,189
|
$11 B
|
| Lewis Asset Management, LLC |
2025 Q1
|
5/5/2025 |
127
|
$120 M
|
| Edgemoor Investment Advisors, Inc. |
2025 Q1
|
5/5/2025 |
161
|
$1.1 B
|
| J.W. COLE ADVISORS, INC. |
2025 Q1
|
5/5/2025 |
1,255
|
$3.2 B
|
| PCA Investment Advisory Services Inc. |
2025 Q1
|
5/5/2025 |
47
|
$190 M
|
| Eagle Bay Advisors LLC |
2025 Q1
|
5/5/2025 |
114
|
$120 M
|
| Signet Investment Advisory Group, Inc. |
2025 Q1
|
5/5/2025 |
69
|
$200 M
|
| Milestones Administradora de Recursos Ltda. |
2025 Q1
|
5/5/2025 |
22
|
$200 M
|
| BKM Wealth Management, LLC |
2025 Q1
|
5/5/2025 |
158
|
$240 M
|
| Arrow Financial Corp |
2025 Q1
|
5/5/2025 |
310
|
$890 M
|
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2025 Q1
|
5/5/2025 |
70
|
$4.5 B
|
| Crestwood Advisors Group, LLC |
2025 Q1
|
5/5/2025 |
606
|
$5.3 B
|
| Settian Capital LP |
2025 Q1
|
5/5/2025 |
26
|
$130 M
|
| HAZLETT, BURT & WATSON, INC. |
2025 Q1
|
5/5/2025 |
9,229
|
$220 M
|
| CBIZ Investment Advisory Services, LLC |
2025 Q1
|
5/5/2025 |
377
|
$350 M
|
| Stegner Investment Associates Inc. |
2025 Q1
|
5/5/2025 |
26
|
$140 M
|
| Morse Asset Management, Inc |
2025 Q1
|
5/5/2025 |
341
|
$400 M
|
| OneAscent Financial Services LLC |
2025 Q1
|
5/5/2025 |
662
|
$1.5 B
|
| Counterweight Ventures, LLC |
2025 Q1
|
5/5/2025 |
70
|
$140 M
|
| FIDUCIARY COUNSELLING INC |
2025 Q1
|
5/5/2025 |
8
|
$41 M
|
| Mosaic Advisors LLC |
2025 Q1
|
5/5/2025 |
14
|
$66 M
|
| Greenhaven Road Investment Management, L.P. |
2025 Q1
|
5/5/2025 |
18
|
$250 M
|
| DAHRING | CUSMANO LLC |
2025 Q1
|
5/5/2025 |
55
|
$120 M
|
| AKUNA SECURITIES LLC |
2025 Q1
|
5/5/2025 |
10
|
$17 B
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2025 Q1
|
5/5/2025 |
43
|
$11 B
|
| BLUESTEM FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/5/2025 |
28
|
$210 M
|
| HighPoint Advisor Group LLC |
2025 Q1
|
5/5/2025 |
663
|
$1.7 B
|
| GRIES FINANCIAL LLC |
2025 Q1
|
5/5/2025 |
276
|
$520 M
|
| Mowery & Schoenfeld Wealth Management, LLC |
2025 Q1
|
5/5/2025 |
456
|
$51 M
|
| Elyxium Wealth, LLC |
2025 Q1
|
5/5/2025 |
412
|
$230 M
|
| OneAscent Family Office, LLC |
2025 Q1
|
5/5/2025 |
157
|
$110 M
|
| 1ST SOURCE BANK |
2025 Q1
|
5/5/2025 |
401
|
$1.7 B
|
| Covenant Asset Management, LLC |
2025 Q1
|
5/5/2025 |
155
|
$450 M
|
| Foundry Financial Group, Inc. |
2025 Q1
|
5/5/2025 |
58
|
$160 M
|
| Berkeley Capital Partners, LLC |
2025 Q1
|
5/5/2025 |
168
|
$360 M
|
| Cassaday & Co Wealth Management LLC |
2025 Q1
|
5/5/2025 |
317
|
$3.6 B
|
| South Dakota Investment Council |
2025 Q1
|
5/5/2025 |
596
|
$4.9 B
|
| CALTON & ASSOCIATES, INC. |
2025 Q1
|
5/5/2025 |
340
|
$440 M
|
| Paragon Capital Management LLC |
2025 Q1
|
5/5/2025 |
50
|
$170 M
|
| Stordahl Capital Management, Inc. |
2025 Q1
|
5/5/2025 |
57
|
$420 M
|
| Conservest Capital Advisors, Inc. |
2025 Q1
|
5/5/2025 |
110
|
$950 M
|
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2025 Q1
|
5/5/2025 |
1,506
|
$6.0 B
|
| Resurgent Financial Advisors LLC |
2025 Q1
|
5/5/2025 |
181
|
$170 M
|
| BROGAN FINANCIAL, INC. |
2025 Q1
|
5/5/2025 |
60
|
$210 M
|
| PCG Wealth Advisors, LLC |
2025 Q1
|
5/5/2025 |
133
|
$290 M
|
| DENALI ADVISORS LLC |
2025 Q1
|
5/5/2025 |
274
|
$880 M
|
| Rule One Partners, LLC |
2025 Q1
|
5/5/2025 |
18
|
$260 M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2025 Q1
|
5/5/2025 |
66
|
$180 M
|
| Pachira Investments Inc. |
2025 Q1
|
5/5/2025 |
54
|
$140 M
|
| TAGStone Capital, Inc. |
2025 Q1
|
5/5/2025 |
97
|
$200 M
|
| AustralianSuper Pty Ltd |
2025 Q1
|
5/5/2025 |
228
|
$18 B
|
| Copperwynd Financial, LLC |
2025 Q1
|
5/5/2025 |
144
|
$360 M
|
| FAS Wealth Partners, Inc. |
2025 Q1
|
5/5/2025 |
429
|
$1.2 B
|
| Prospect Hill Management, LLC |
2025 Q1
|
5/5/2025 |
15
|
$190 M
|
| ETF Store, Inc. |
2025 Q1
|
5/5/2025 |
84
|
$82 M
|
| Evergreen Venture Partners Ltd. |
2025 Q1
|
5/5/2025 |
1
|
$68 M
|
| Texas County & District Retirement System |
2025 Q1
|
5/5/2025 |
1
|
$86 M
|
| Context Capital Management, LLC |
2025 Q1
|
5/5/2025 |
208
|
$2.6 B
|
| Impact Partnership Wealth, LLC |
2025 Q1
|
5/5/2025 |
259
|
$470 M
|
| Beckerman Institutional, LLC |
2025 Q1
|
5/5/2025 |
102
|
$140 M
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
2025 Q1
|
5/5/2025 |
119
|
$730 M
|
| BIRINYI ASSOCIATES INC |
2025 Q1
|
5/5/2025 |
56
|
$310 M
|
| Morningstar Investment Services LLC |
2025 Q1
|
5/5/2025 |
134
|
$550 M
|
| Cypress Capital Management LLC (WY) |
2025 Q1
|
5/5/2025 |
163
|
$84 M
|
| Balentine LLC |
2025 Q1
|
5/5/2025 |
199
|
$2.4 B
|
| Fountainhead AM, LLC |
2025 Q1
|
5/5/2025 |
189
|
$620 M
|
| Savoir Faire Capital Management, L.P. |
2025 Q1
|
5/5/2025 |
46
|
$110 M
|
| SNS Financial Group, LLC |
2025 Q1
|
5/5/2025 |
285
|
$980 M
|
| Atlas Wealth Partners, LLC |
2025 Q1
|
5/5/2025 |
52
|
$81 M
|
| HS Management Partners, LLC |
2025 Q1
|
5/5/2025 |
23
|
$1.2 B
|
| STAR Financial Bank |
2025 Q1
|
5/5/2025 |
119
|
$140 M
|
| CARNEGIE MELLON UNIVERSITY |
2025 Q1
|
5/5/2025 |
6
|
$130 M
|
| Partners in Financial Planning |
2021 Q2
|
5/5/2025 |
92
|
$320 M
|
| Financial Harvest, LLC |
2025 Q1
|
5/5/2025 |
52
|
$120 M
|
| Partners in Financial Planning |
2021 Q3
|
5/5/2025 |
95
|
$320 M
|
| Atle Fund Management AB |
2025 Q1
|
5/5/2025 |
37
|
$230 M
|
| Carnegie Lake Advisors LLC |
2025 Q1
|
5/5/2025 |
162
|
$250 M
|
| Partners in Financial Planning |
2021 Q4
|
5/5/2025 |
92
|
$330 M
|
| Members Advisory Group LLC |
2025 Q1
|
5/5/2025 |
32
|
$240 M
|