| Firestone Capital Management |
2025 Q1
|
5/2/2025 |
149
|
$380 M
|
| Leo Wealth, LLC |
2025 Q1
|
5/2/2025 |
269
|
$700 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2025 Q1
|
5/2/2025 |
69
|
$100 M
|
| Ampfield Management, L.P. |
2025 Q1
|
5/2/2025 |
4
|
$85 M
|
| Brown University |
2025 Q1
|
5/2/2025 |
14
|
$220 M
|
| Mountain Hill Investment Partners Corp. |
2025 Q1
|
5/2/2025 |
177
|
$100 M
|
| BluePointe Capital Management, LLC |
2025 Q1
|
5/2/2025 |
128
|
$260 M
|
| SageOak Financial, LLC |
2025 Q1
|
5/2/2025 |
32
|
$110 M
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2025 Q1
|
5/2/2025 |
168
|
$380 M
|
| CORNERCAP INVESTMENT COUNSEL INC |
2025 Q1
|
5/2/2025 |
152
|
$190 M
|
| Poehling Capital Management, INC. |
2025 Q1
|
5/2/2025 |
131
|
$400 M
|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2025 Q1
|
5/2/2025 |
65
|
$290 M
|
| Invera Wealth Advisors, LLC |
2025 Q1
|
5/2/2025 |
43
|
$85 M
|
| First Command Advisory Services, Inc. |
2025 Q1
|
5/2/2025 |
637
|
$10 B
|
| FOLKETRYGDFONDET |
2025 Q1
|
5/2/2025 |
10
|
$4.5 B
|
| Blake Schutter Theil Wealth Advisors, LLC |
2025 Q1
|
5/2/2025 |
111
|
$88 M
|
| Lord & Richards Wealth Management, LLC |
2025 Q1
|
5/2/2025 |
493
|
$88 M
|
| United Community Bank |
2025 Q1
|
5/2/2025 |
487
|
$270 M
|
| Sage Private Wealth Group, LLC |
2025 Q1
|
5/2/2025 |
88
|
$130 M
|
| Penney Financial, LLC |
2025 Q1
|
5/2/2025 |
37
|
$150 M
|
| ESG Planning DBA Harper Investing |
2025 Q1
|
5/2/2025 |
50
|
$150 M
|
| ACCREDITED INVESTOR SERVICES, LLC |
2025 Q1
|
5/2/2025 |
70
|
$120 M
|
| West Family Investments, Inc. |
2025 Q1
|
5/2/2025 |
272
|
$270 M
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2025 Q1
|
5/2/2025 |
157
|
$420 M
|
| WHITTIER TRUST CO OF NEVADA INC |
2025 Q1
|
5/2/2025 |
1,743
|
$4.0 B
|
| WHITTIER TRUST CO |
2025 Q1
|
5/2/2025 |
1,849
|
$7.2 B
|
| FUTURE YOU WEALTH LLC |
2025 Q1
|
5/2/2025 |
46
|
$160 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2025 Q1
|
5/2/2025 |
201
|
$150 M
|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
2025 Q1
|
5/2/2025 |
3,631
|
$300 B
|
| TimesSquare Capital Management, LLC |
2025 Q1
|
5/2/2025 |
142
|
$6.2 B
|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. |
2025 Q1
|
5/1/2025 |
156
|
$150 M
|
| SUMITOMO LIFE INSURANCE CO |
2025 Q1
|
5/2/2025 |
272
|
$2.8 B
|
| ARCADIA INVESTMENT ADVISORS LLC |
2025 Q1
|
5/1/2025 |
80
|
$180 M
|
| Prepared Retirement Institute LLC |
2025 Q1
|
5/1/2025 |
85
|
$160 M
|
| PIONEER TRUST BANK N A/OR |
2025 Q1
|
5/1/2025 |
129
|
$380 M
|
| Apollon Wealth Management, LLC |
2025 Q1
|
5/1/2025 |
1,207
|
$4.5 B
|
| Trail Ridge Investment Advisors, LLC |
2025 Q1
|
5/1/2025 |
102
|
$190 M
|
| Apollon Financial, LLC |
2025 Q1
|
5/1/2025 |
200
|
$430 M
|
| Lokken Investment Group LLC |
2025 Q1
|
5/1/2025 |
132
|
$240 M
|
| Lauer Wealth, LLC |
2025 Q1
|
5/1/2025 |
57
|
$130 M
|
| Elite Wealth Management, Inc. |
2025 Q1
|
5/1/2025 |
33
|
$770 M
|
| Baer Investment Advisory LLC |
2025 Q1
|
5/1/2025 |
25
|
$77 M
|
| SBI Securities Co., Ltd. |
2025 Q1
|
5/1/2025 |
4,132
|
$3.0 B
|
| Zeit Capital LLC |
2025 Q1
|
5/1/2025 |
26
|
$130 M
|
| OVERSEA-CHINESE BANKING Corp Ltd |
2025 Q1
|
5/1/2025 |
695
|
$3.5 B
|
| CATALYST FINANCIAL PARTNERS LLC |
2025 Q1
|
5/1/2025 |
286
|
$540 M
|
| Transcendent Capital Group LLC |
2025 Q1
|
5/1/2025 |
88
|
$180 M
|
| Sigma Planning Corp |
2025 Q1
|
5/1/2025 |
1,203
|
$3.1 B
|
| Bogart Wealth, LLC |
2025 Q1
|
5/1/2025 |
1,413
|
$2.1 B
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/1/2025 |
258
|
$510 M
|
| Red Wave Investments LLC |
2025 Q1
|
5/1/2025 |
98
|
$280 M
|
| LJI Wealth Management, LLC |
2025 Q1
|
5/1/2025 |
182
|
$500 M
|
| Dakota Wealth Management |
2025 Q1
|
5/1/2025 |
749
|
$4.3 B
|
| CASTLEKEEP INVESTMENT ADVISORS LLC |
2025 Q1
|
5/1/2025 |
85
|
$190 M
|
| Strata Wealth Advisors, LLC |
2025 Q1
|
5/1/2025 |
69
|
$320 M
|
| Alphabet Inc. |
2025 Q1
|
5/1/2025 |
44
|
$1.6 B
|
| Private Capital Advisors, Inc. |
2025 Q1
|
5/1/2025 |
76
|
$840 M
|
| Fortress Financial Solutions, LLC |
2025 Q1
|
5/1/2025 |
57
|
$69 M
|
| Leelyn Smith, LLC |
2025 Q1
|
5/1/2025 |
129
|
$560 M
|
| Edgestream Partners, L.P. |
2025 Q1
|
5/1/2025 |
813
|
$2.9 B
|
| Slow Capital, Inc. |
2025 Q1
|
5/1/2025 |
111
|
$750 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2025 Q1
|
5/1/2025 |
69
|
$3.4 B
|
| Newman Dignan & Sheerar, Inc. |
2025 Q1
|
5/1/2025 |
181
|
$390 M
|
| SIGNATUREFD, LLC |
2025 Q1
|
5/1/2025 |
3,340
|
$5.3 B
|
| Evergreen Private Wealth LLC |
2025 Q1
|
5/1/2025 |
189
|
$210 M
|
| Cohen Capital Management, Inc. |
2025 Q1
|
5/1/2025 |
151
|
$580 M
|
| BHK Investment Advisors, LLC |
2025 Q1
|
5/1/2025 |
62
|
$240 M
|
| SECURIAN ASSET MANAGEMENT, INC |
2025 Q1
|
5/1/2025 |
929
|
$3.3 B
|
| MTM Investment Management, LLC |
2025 Q1
|
5/1/2025 |
280
|
$260 M
|
| CORRADO ADVISORS, LLC |
2025 Q1
|
5/1/2025 |
104
|
$150 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2025 Q1
|
5/1/2025 |
179
|
$1.1 B
|
| ELCO Management Co., LLC |
2025 Q1
|
5/1/2025 |
184
|
$180 M
|
| Key Financial Inc |
2025 Q1
|
5/1/2025 |
1,387
|
$460 M
|
| MQS Management LLC |
2025 Q1
|
5/1/2025 |
402
|
$170 M
|
| PEREGRINE INVESTMENT MANAGEMENT INC |
2025 Q1
|
5/1/2025 |
22
|
$130 M
|
| Pointe Capital Management LLC |
2025 Q1
|
5/1/2025 |
153
|
$170 M
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2025 Q1
|
5/1/2025 |
318
|
$480 M
|
| Cutter & CO Brokerage, Inc. |
2025 Q1
|
5/1/2025 |
183
|
$420 M
|
| Turtle Creek Wealth Advisors, LLC |
2025 Q1
|
5/1/2025 |
118
|
$670 M
|
| Focused Investors LLC |
2025 Q1
|
5/1/2025 |
24
|
$3.1 B
|
| UNICOM Systems, Inc. |
2025 Q1
|
5/1/2025 |
25
|
$490 M
|
| Parker Investment Management, LLC |
2025 Q1
|
5/1/2025 |
34
|
$560 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/1/2025 |
247
|
$250 M
|
| RICE HALL JAMES & ASSOCIATES, LLC |
2025 Q1
|
5/1/2025 |
248
|
$1.7 B
|
| Aurora Investment Counsel |
2025 Q1
|
5/1/2025 |
110
|
$180 M
|
| Arena Capital Advisors, LLC- CA |
2025 Q1
|
5/1/2025 |
16
|
$64 M
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
2025 Q1
|
5/1/2025 |
161
|
$480 M
|
| Bleakley Financial Group, LLC |
2025 Q1
|
5/1/2025 |
505
|
$3.1 B
|
| Eos Management, L.P. |
2025 Q1
|
5/1/2025 |
40
|
$220 M
|
| Zullo Investment Group, Inc. |
2025 Q1
|
5/1/2025 |
146
|
$230 M
|
| ISTHMUS PARTNERS, LLC |
2025 Q1
|
5/1/2025 |
212
|
$800 M
|
| Sherborne Investors Management LP |
2025 Q1
|
5/1/2025 |
1
|
$370 M
|
| LEGACY FINANCIAL GROUP, INC. |
2025 Q1
|
5/1/2025 |
85
|
$310 M
|
| Left Brain Wealth Management, LLC |
2025 Q1
|
5/1/2025 |
89
|
$230 M
|
| Prudent Man Advisors, LLC |
2025 Q1
|
5/1/2025 |
171
|
$280 M
|
| Whitener Capital Management, Inc. |
2025 Q1
|
5/1/2025 |
154
|
$350 M
|
| SECURED RETIREMENT ADVISORS, LLC |
2025 Q1
|
5/1/2025 |
116
|
$160 M
|
| Kerntke Otto McGlone Wealth Management Group |
2025 Q1
|
5/1/2025 |
80
|
$110 M
|
| Reyes Financial Architecture, Inc. |
2025 Q1
|
5/1/2025 |
335
|
$140 M
|
| Berkeley, Inc |
2025 Q1
|
5/1/2025 |
65
|
$210 M
|