| Verdence Capital Advisors LLC |
2025 Q1
|
5/2/2025 |
651
|
$1.3 B
|
| Mayflower Financial Advisors, LLC |
2025 Q1
|
5/2/2025 |
388
|
$660 M
|
| Financial Advisors, LLC |
2025 Q1
|
5/2/2025 |
81
|
$510 M
|
| Voya Investment Management LLC |
2024 Q4 - RESTATEMENT
|
5/2/2025 |
4,477
|
$96 B
|
| Hudock, Inc. |
2025 Q1
|
5/2/2025 |
177
|
$570 M
|
| HTG Investment Advisors, Inc. |
2025 Q1
|
5/2/2025 |
68
|
$240 M
|
| DRAVO BAY LLC |
2025 Q1
|
5/2/2025 |
46
|
$190 M
|
| Portman Square Capital LLP |
2025 Q1
|
5/2/2025 |
213
|
$3.8 B
|
| Legacy Capital Wealth Partners, LLC |
2025 Q1
|
5/2/2025 |
351
|
$410 M
|
| NAPATREE CAPITAL LLC |
2025 Q1
|
5/2/2025 |
195
|
$180 M
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2025 Q1
|
5/2/2025 |
42
|
$490 M
|
| Windsor Capital Management, LLC |
2025 Q1
|
5/2/2025 |
118
|
$330 M
|
| LMG Wealth Partners, LLC |
2025 Q1
|
5/2/2025 |
128
|
$450 M
|
| SWP FINANCIAL LLC |
2025 Q1
|
5/2/2025 |
63
|
$160 M
|
| FWG Holdings, LLC |
2025 Q1
|
5/2/2025 |
106
|
$200 M
|
| POSTROCK PARTNERS LLC |
2025 Q1
|
5/2/2025 |
80
|
$200 M
|
| JAMES INVESTMENT RESEARCH, INC. |
2025 Q1
|
5/2/2025 |
326
|
$790 M
|
| Summit X, LLC |
2025 Q1
|
5/2/2025 |
240
|
$480 M
|
| Triasima Portfolio Management inc. |
2025 Q1
|
5/2/2025 |
144
|
$510 M
|
| Richmond Brothers, Inc. |
2025 Q1
|
5/2/2025 |
47
|
$160 M
|
| Mechanics Financial Corp |
2025 Q1
|
5/2/2025 |
245
|
$220 M
|
| EQUITY INVESTMENT CORP |
2025 Q1
|
5/2/2025 |
66
|
$4.5 B
|
| Seaside Wealth Management, Inc. |
2025 Q1
|
5/2/2025 |
59
|
$280 M
|
| Kintayl Capital LP |
2025 Q1
|
5/2/2025 |
34
|
$140 M
|
| Financial Alternatives, Inc |
2025 Q1
|
5/2/2025 |
81
|
$140 M
|
| WELCH & FORBES LLC |
2025 Q1
|
5/2/2025 |
370
|
$7.6 B
|
| SHAYNE & JACOBS, LLC |
2025 Q1
|
5/2/2025 |
112
|
$410 M
|
| Pettinga Financial Advisors LLC |
2025 Q1
|
5/2/2025 |
130
|
$430 M
|
| Altman Advisors, Inc. |
2025 Q1
|
5/2/2025 |
94
|
$220 M
|
| Cable Hill Partners, LLC |
2025 Q1
|
5/2/2025 |
217
|
$1.0 B
|
| GRANDFIELD & DODD, LLC |
2025 Q1
|
5/2/2025 |
197
|
$1.6 B
|
| SeaBridge Investment Advisors LLC |
2025 Q1
|
5/2/2025 |
197
|
$460 M
|
| Bryn Mawr Capital Management, LLC |
2025 Q1
|
5/2/2025 |
387
|
$1.7 B
|
| Schrum Private Wealth Management LLC |
2025 Q1
|
5/2/2025 |
124
|
$110 M
|
| Wealthspring Capital LLC |
2025 Q1
|
5/2/2025 |
90
|
$65 M
|
| NDWM LLC |
2025 Q1
|
5/2/2025 |
33
|
$100 M
|
| PARTHENON LLC |
2025 Q1
|
5/2/2025 |
122
|
$810 M
|
| Bridgewater Advisors Inc. |
2025 Q1
|
5/2/2025 |
399
|
$1.2 B
|
| Archvest Wealth Advisors, Inc. |
2025 Q1
|
5/2/2025 |
63
|
$120 M
|
| Tributary Capital Management, LLC |
2025 Q1
|
5/2/2025 |
167
|
$1.1 B
|
| Opulen Financial Group LLC |
2025 Q1
|
5/2/2025 |
90
|
$110 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2025 Q1
|
5/2/2025 |
136
|
$140 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2025 Q1
|
5/2/2025 |
62
|
$7.6 B
|
| Lineweaver Wealth Advisors, LLC |
2025 Q1
|
5/2/2025 |
143
|
$590 M
|
| Allen Capital Group, LLC |
2025 Q1
|
5/2/2025 |
254
|
$890 M
|
| BIP Alliance, LLC |
2025 Q1
|
5/2/2025 |
49
|
$240 M
|
| Trust Investment Advisors |
2025 Q1
|
5/2/2025 |
118
|
$160 M
|
| STEVENS CAPITAL PARTNERS |
2025 Q1
|
5/2/2025 |
62
|
$210 M
|
| MB Generational Wealth, LLC |
2025 Q1
|
5/2/2025 |
51
|
$130 M
|
| THEORY FINANCIAL LLC |
2025 Q1
|
5/2/2025 |
81
|
$240 M
|
| WEALTHGARDEN F.S. LLC |
2025 Q1
|
5/2/2025 |
124
|
$100 M
|
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2025 Q1
|
5/2/2025 |
32
|
$120 M
|
| Shared Vision Wealth Group LLC |
2025 Q1
|
5/2/2025 |
78
|
$180 M
|
| Wasserstein Debt Opportunities Management, L.P. |
2025 Q1
|
5/2/2025 |
1
|
$71 M
|
| Wellesley Asset Management |
2025 Q1
|
5/2/2025 |
61
|
$1.0 B
|
| Heathbridge Capital Management Ltd. |
2025 Q1
|
5/2/2025 |
29
|
$250 M
|
| Private Wealth Management Group, LLC |
2025 Q1
|
5/2/2025 |
1,490
|
$270 M
|
| Capital A Wealth Management, LLC |
2025 Q1
|
5/2/2025 |
709
|
$95 M
|
| VICTORY CAPITAL MANAGEMENT INC |
2025 Q1
|
5/2/2025 |
2,748
|
$98 B
|
| BIP Wealth, LLC |
2025 Q1
|
5/2/2025 |
285
|
$1.5 B
|
| Grange Capital, LLC |
2025 Q1
|
5/2/2025 |
46
|
$86 M
|
| WINSLOW ASSET MANAGEMENT INC |
2025 Q1
|
5/2/2025 |
75
|
$450 M
|
| BlackRock, Inc. |
2025 Q1
|
5/2/2025 |
50,390
|
$4.8 T
|
| Violich Capital Management, Inc. |
2025 Q1
|
5/2/2025 |
103
|
$740 M
|
| QVR LLC |
2025 Q1
|
5/2/2025 |
1
|
$0
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2025 Q1
|
5/2/2025 |
16
|
$180 M
|
| Cullen/Frost Bankers, Inc. |
2025 Q1
|
5/2/2025 |
1,285
|
$7.1 B
|
| Guardian Wealth Advisors, LLC |
2025 Q1
|
5/2/2025 |
73
|
$160 M
|
| Parcion Private Wealth LLC |
2025 Q1
|
5/2/2025 |
393
|
$1.2 B
|
| DecisionPoint Financial, LLC |
2025 Q1
|
5/2/2025 |
265
|
$340 M
|
| SEGALL BRYANT & HAMILL, LLC |
2025 Q1
|
5/2/2025 |
573
|
$6.5 B
|
| DDD Partners, LLC |
2025 Q1
|
5/2/2025 |
102
|
$820 M
|
| Midwest Professional Planners, LTD. |
2025 Q1
|
5/2/2025 |
155
|
$320 M
|
| Grant Street Asset Management, Inc. |
2025 Q1
|
5/2/2025 |
81
|
$410 M
|
| TECTONIC ADVISORS LLC |
2025 Q1
|
5/2/2025 |
408
|
$1.6 B
|
| Matson Money. Inc. |
2025 Q1
|
5/2/2025 |
9
|
$2.7 B
|
| Stack Financial Management, Inc |
2025 Q1
|
5/2/2025 |
53
|
$1.2 B
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2025 Q1
|
5/2/2025 |
465
|
$4.9 B
|
| Larson Financial Group LLC |
2025 Q1
|
5/2/2025 |
3,120
|
$2.1 B
|
| Concord Asset Management, LLC/VA |
2025 Q1
|
5/2/2025 |
122
|
$450 M
|
| Sage Mountain Advisors LLC |
2025 Q1
|
5/2/2025 |
492
|
$1.4 B
|
| Summit Wealth Group, LLC |
2025 Q1
|
5/2/2025 |
100
|
$340 M
|
| PAX Financial Group, LLC |
2025 Q1
|
5/2/2025 |
246
|
$560 M
|
| Wealthfront Advisers LLC |
2025 Q1
|
5/2/2025 |
934
|
$37 B
|
| GPM Growth Investors, Inc. |
2025 Q1
|
5/2/2025 |
44
|
$230 M
|
| Fortress Wealth Management, Inc. |
2025 Q1
|
5/2/2025 |
72
|
$190 M
|
| STONEBRIDGE ADVISORS LLC |
2025 Q1
|
5/2/2025 |
3
|
$150 M
|
| Mayar Capital Ltd. |
2025 Q1
|
5/2/2025 |
12
|
$56 M
|
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2025 Q1
|
5/2/2025 |
170
|
$1.0 B
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2025 Q1
|
5/2/2025 |
215
|
$700 M
|
| Kaye Capital Management |
2025 Q1
|
5/2/2025 |
44
|
$240 M
|
| Landmark Wealth Management, LLC |
2025 Q1
|
5/2/2025 |
75
|
$230 M
|
| LANDAAS & CO /WI /ADV |
2025 Q1
|
5/2/2025 |
94
|
$360 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
2025 Q1
|
5/2/2025 |
75
|
$210 M
|
| Pinkerton Retirement Specialists, LLC |
2025 Q1
|
5/2/2025 |
102
|
$770 M
|
| Patrick Mauro Investment Advisor, INC. |
2025 Q1
|
5/2/2025 |
42
|
$180 M
|
| PROVIDENT TRUST CO |
2025 Q1
|
5/2/2025 |
27
|
$5.4 B
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2025 Q1
|
5/2/2025 |
307
|
$140 M
|
| Grey Fox Wealth Advisors, LLC |
2025 Q1
|
5/2/2025 |
157
|
$370 M
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2025 Q1
|
5/2/2025 |
191
|
$290 M
|