| Horizon Advisory Services, Inc. |
2025 Q1
|
5/1/2025 |
46
|
$180 M
|
| Omega Financial Group, LLC |
2025 Q1
|
5/1/2025 |
80
|
$260 M
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2025 Q1
|
5/1/2025 |
63
|
$190 M
|
| WealthTrust Asset Management, LLC |
2025 Q1
|
5/1/2025 |
85
|
$130 M
|
| Applied Capital LLC/FL |
2025 Q1
|
5/1/2025 |
86
|
$130 M
|
| RIVERSEDGE ADVISORS, LLC |
2025 Q1
|
5/1/2025 |
118
|
$450 M
|
| Forum Private Client Group LLC |
2025 Q1
|
5/1/2025 |
76
|
$230 M
|
| Martin Capital Advisors, LLP |
2025 Q1
|
5/1/2025 |
67
|
$140 M
|
| Genesis Investment Management, LLP |
2025 Q1
|
5/1/2025 |
1
|
$0
|
| Hippocratic Financial Advisors, LLC |
2025 Q1
|
5/1/2025 |
20
|
$170 M
|
| FORTEM FINANCIAL GROUP, LLC |
2025 Q1
|
5/1/2025 |
185
|
$260 M
|
| Beirne Wealth Consulting Services, LLC |
2025 Q1
|
5/1/2025 |
102
|
$280 M
|
| IFC Advisors LLC |
2025 Q1
|
5/1/2025 |
164
|
$480 M
|
| Quest 10 Wealth Builders, Inc. |
2025 Q1
|
5/1/2025 |
801
|
$93 M
|
| MA Private Wealth |
2025 Q1
|
5/1/2025 |
75
|
$530 M
|
| Exchange Capital Management, Inc. |
2025 Q1
|
5/1/2025 |
207
|
$620 M
|
| Stieven Capital Advisors, L.P. |
2025 Q1
|
5/1/2025 |
45
|
$520 M
|
| MARLIN SAMS CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/1/2025 |
1
|
$0
|
| Fifth Third Securities, Inc. |
2025 Q1
|
5/1/2025 |
292
|
$1.2 B
|
| Ownership Capital B.V. |
2025 Q1
|
5/1/2025 |
22
|
$2.2 B
|
| Austin Wealth Management, LLC |
2025 Q1
|
4/30/2025 |
129
|
$500 M
|
| Spear Holdings RSC Ltd |
2025 Q1
|
4/30/2025 |
14
|
$1.3 B
|
| PBCay One RSC Ltd |
2025 Q1 - RESTATEMENT
|
4/30/2025 |
1
|
$0
|
| Manuka Financial, LLC |
2025 Q1
|
4/30/2025 |
49
|
$150 M
|
| SteelPeak Wealth, LLC |
2025 Q1
|
4/30/2025 |
575
|
$2.4 B
|
| Greater Midwest Financial Group, LLC |
2025 Q1
|
4/30/2025 |
54
|
$140 M
|
| Gateway Wealth Partners, LLC |
2025 Q1
|
4/30/2025 |
311
|
$450 M
|
| Draper Asset Management, LLC |
2025 Q1
|
4/30/2025 |
28
|
$130 M
|
| Park Square Financial Group, LLC |
2025 Q1
|
4/30/2025 |
1,271
|
$130 M
|
| Callahan Advisors, LLC |
2025 Q1
|
4/30/2025 |
162
|
$1.0 B
|
| Cromwell Holdings LLC |
2025 Q1
|
4/30/2025 |
1,090
|
$160 M
|
| RIK SAYLOR FINANCIAL, INC. |
2025 Q1
|
4/30/2025 |
78
|
$110 M
|
| Chapman Investment Management, LLC |
2025 Q1
|
4/30/2025 |
28
|
$130 M
|
| MARSHALL FINANCIAL GROUP INC /ADV |
2025 Q1
|
4/30/2025 |
54
|
$320 M
|
| Freedom Day Solutions, LLC |
2025 Q1
|
4/30/2025 |
95
|
$330 M
|
| Barry Investment Advisors, LLC |
2025 Q1
|
4/30/2025 |
106
|
$380 M
|
| Stegent Equity Advisors, Inc. |
2025 Q1
|
4/30/2025 |
97
|
$99 M
|
| ADE, LLC |
2025 Q1
|
4/30/2025 |
76
|
$170 M
|
| CAAS CAPITAL MANAGEMENT LP |
2025 Q1
|
4/30/2025 |
469
|
$930 M
|
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/30/2025 |
510
|
$1.3 B
|
| CROSSPOINT FINANCIAL, LLC |
2025 Q1
|
4/30/2025 |
30
|
$35 M
|
| Fidelis Capital Partners, LLC |
2025 Q1
|
4/30/2025 |
430
|
$940 M
|
| CROBAN |
2025 Q1
|
4/30/2025 |
74
|
$110 M
|
| Fingerlakes Wealth Management, Inc. |
2025 Q1
|
4/30/2025 |
86
|
$120 M
|
| SAGE RHINO CAPITAL LLC |
2025 Q1
|
4/30/2025 |
265
|
$430 M
|
| COUNTRY CLUB BANK |
2025 Q1
|
4/30/2025 |
319
|
$1.5 B
|
| Clientfirst Wealth Management, LLC |
2025 Q1
|
4/30/2025 |
46
|
$88 M
|
| WESPAC Advisors, LLC |
2025 Q1
|
4/30/2025 |
153
|
$120 M
|
| Kesler, Norman & Wride, LLC |
2025 Q1
|
4/30/2025 |
209
|
$530 M
|
| Fonville Wealth Management LLC |
2025 Q1
|
4/30/2025 |
119
|
$340 M
|
| XPONANCE, INC. |
2025 Q1
|
4/30/2025 |
1,445
|
$10 B
|
| New England Professional Planning Group Inc. |
2025 Q1
|
4/30/2025 |
46
|
$200 M
|
| Wendel SE |
2025 Q1
|
4/30/2025 |
1
|
$330 M
|
| Luminvest Wealth Management LLC |
2025 Q1
|
4/30/2025 |
53
|
$240 M
|
| Robeco Schweiz AG |
2025 Q1
|
4/30/2025 |
129
|
$4.1 B
|
| SEAMOUNT FINANCIAL GROUP INC |
2025 Q1
|
4/30/2025 |
98
|
$150 M
|
| Genus Capital Management Inc. |
2025 Q1
|
4/30/2025 |
182
|
$690 M
|
| Clarity Wealth Advisors, LLC |
2025 Q1
|
4/30/2025 |
95
|
$360 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/30/2025 |
21
|
$250 M
|
| MAR VISTA INVESTMENT PARTNERS LLC |
2025 Q1
|
4/30/2025 |
56
|
$1.2 B
|
| Ramsay, Stattman, Vela & Price, Inc. |
2025 Q1
|
4/30/2025 |
79
|
$530 M
|
| Joseph Group Capital Management |
2025 Q1
|
4/30/2025 |
97
|
$260 M
|
| Weil Company, Inc. |
2025 Q1
|
4/30/2025 |
104
|
$340 M
|
| FIDELIS iM, LLC |
2025 Q1
|
4/30/2025 |
22
|
$220 M
|
| Covey Capital Advisors, LLC |
2025 Q1
|
4/30/2025 |
38
|
$87 M
|
| Bosman Wealth Management, LLC |
2024 Q4
|
4/30/2025 |
37
|
$100 M
|
| Prudent Man Investment Management, Inc. |
2025 Q1
|
4/30/2025 |
180
|
$180 M
|
| AMANSA CAPITAL PTE. LTD. |
2025 Q1
|
4/30/2025 |
2
|
$370 M
|
| AXIS CAPITAL HOLDINGS LTD |
2025 Q1
|
4/30/2025 |
2
|
$230 M
|
| Badgley Phelps Wealth Managers, LLC |
2025 Q1
|
4/30/2025 |
299
|
$4.1 B
|
| Processus Wealth & Capital Management, LLC |
2025 Q1
|
4/30/2025 |
35
|
$120 M
|
| Christopher J. Hasenberg, Inc |
2025 Q1
|
4/30/2025 |
210
|
$240 M
|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2025 Q1
|
4/30/2025 |
23
|
$240 M
|
| Burford Brothers, Inc. |
2025 Q1
|
4/30/2025 |
158
|
$210 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2025 Q1
|
4/30/2025 |
95
|
$130 M
|
| CFC Planning Co LLC |
2025 Q1
|
4/30/2025 |
73
|
$91 M
|
| Bosman Wealth Management, LLC |
2025 Q1
|
4/30/2025 |
42
|
$98 M
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2025 Q1
|
4/30/2025 |
944
|
$17 B
|
| Pelham Capital Ltd. |
2025 Q1
|
4/30/2025 |
15
|
$190 M
|
| MCDONALD CAPITAL INVESTORS INC/CA |
2025 Q1
|
4/30/2025 |
20
|
$1.6 B
|
| Arcus Capital Partners, LLC |
2025 Q1
|
4/30/2025 |
118
|
$250 M
|
| Israel Discount Bank of New York |
2025 Q1
|
4/30/2025 |
56
|
$130 M
|
| Cornerstone Investment Partners, LLC |
2025 Q1
|
4/30/2025 |
188
|
$2.1 B
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2025 Q1
|
4/30/2025 |
90
|
$130 M
|
| DMC Group, LLC |
2025 Q1
|
4/30/2025 |
126
|
$120 M
|
| Thrive Capital Management, LLC |
2025 Q1
|
4/30/2025 |
114
|
$170 M
|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/30/2025 |
247
|
$650 M
|
| LOUNTZIS ASSET MANAGEMENT, LLC |
2025 Q1
|
4/30/2025 |
52
|
$260 M
|
| CORRECT CAPITAL WEALTH MANAGEMENT |
2025 Q1
|
4/30/2025 |
141
|
$620 M
|
| Astra Wealth Partners LLC |
2025 Q1
|
4/30/2025 |
76
|
$110 M
|
| CORRECT CAPITAL WEALTH MANAGEMENT |
2024 Q4
|
4/30/2025 |
115
|
$500 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2025 Q1
|
4/30/2025 |
396
|
$210 M
|
| Stonebrook Private Inc. |
2025 Q1
|
4/30/2025 |
188
|
$380 M
|
| CORRECT CAPITAL WEALTH MANAGEMENT |
2024 Q3
|
4/30/2025 |
118
|
$450 M
|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2025 Q1
|
4/30/2025 |
227
|
$700 M
|
| Cerity Partners OCIO LLC |
2025 Q1
|
4/30/2025 |
24
|
$1.8 B
|
| SHARPEPOINT LLC |
2025 Q1
|
4/30/2025 |
77
|
$110 M
|
| Sharkey, Howes & Javer |
2025 Q1
|
4/30/2025 |
149
|
$700 M
|
| MJP ASSOCIATES INC /ADV |
2025 Q1
|
4/30/2025 |
225
|
$550 M
|
| Bernardo Wealth Planning LLC |
2025 Q1 - RESTATEMENT
|
4/30/2025 |
113
|
$420 M
|