| Cerity Partners LLC |
2025 Q1
|
4/30/2025 |
2,474
|
$49 B
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2025 Q1
|
4/30/2025 |
258
|
$1.3 B
|
| Alan B Lancz & Associates, Inc. |
2025 Q1
|
4/30/2025 |
123
|
$94 M
|
| Lattice Capital Management, LLC |
2025 Q1
|
4/30/2025 |
22
|
$97 M
|
| Vision Capital Management, Inc. |
2025 Q1
|
4/30/2025 |
151
|
$690 M
|
| PEOPLES BANK /OH |
2025 Q1
|
4/30/2025 |
140
|
$150 M
|
| Code Waechter LLC |
2025 Q1
|
4/30/2025 |
126
|
$120 M
|
| Narus Financial Partners, LLC |
2025 Q1
|
4/30/2025 |
149
|
$290 M
|
| Telos Capital Management, Inc. |
2025 Q1
|
4/30/2025 |
191
|
$920 M
|
| ALPS ADVISORS INC |
2025 Q1
|
4/30/2025 |
1,028
|
$17 B
|
| Financial Gravity Asset Management, Inc. |
2025 Q1
|
4/30/2025 |
1,082
|
$460 M
|
| Round Rock Advisors, LLC |
2025 Q1
|
4/30/2025 |
216
|
$540 M
|
| Allworth Financial LP |
2025 Q1
|
4/30/2025 |
4,056
|
$18 B
|
| Steadview Capital Management LLC |
2025 Q1
|
4/30/2025 |
10
|
$460 M
|
| Galibier Capital Management Ltd. |
2025 Q1
|
4/30/2025 |
37
|
$320 M
|
| Aurdan Capital Management, LLC |
2025 Q1
|
4/30/2025 |
84
|
$270 M
|
| CAPITAL INSIGHT PARTNERS, LLC |
2025 Q1
|
4/30/2025 |
158
|
$570 M
|
| Rock Point Advisors, LLC |
2025 Q1
|
4/30/2025 |
106
|
$320 M
|
| CFO4Life Group, LLC |
2025 Q1
|
4/30/2025 |
221
|
$590 M
|
| POM Investment Strategies, LLC |
2025 Q1
|
4/30/2025 |
213
|
$86 M
|
| MainStreet Investment Advisors LLC |
2025 Q1
|
4/30/2025 |
156
|
$690 M
|
| Investments & Financial Planning, LLC |
2025 Q1
|
4/30/2025 |
34
|
$150 M
|
| tru Independence LLC |
2025 Q1
|
4/30/2025 |
111
|
$320 M
|
| Significant Wealth Partners LLC |
2025 Q1
|
4/30/2025 |
92
|
$200 M
|
| Heritage Wealth Management, Inc. /CA/ |
2025 Q1
|
4/30/2025 |
84
|
$130 M
|
| Pineridge Advisors LLC |
2025 Q1
|
4/30/2025 |
510
|
$260 M
|
| ROGCO, LP |
2025 Q1
|
4/30/2025 |
211
|
$250 M
|
| Financial Synergies Wealth Advisors, Inc. |
2025 Q1
|
4/30/2025 |
99
|
$820 M
|
| Hara Capital LLC |
2025 Q1
|
4/30/2025 |
303
|
$150 M
|
| ADAPT WEALTH ADVISORS, LLC |
2025 Q1
|
4/30/2025 |
58
|
$210 M
|
| Peapod Lane Capital LLC |
2025 Q1
|
4/30/2025 |
61
|
$89 M
|
| Quotient Wealth Partners, LLC |
2025 Q1
|
4/30/2025 |
331
|
$3.1 B
|
| Main Street Research LLC |
2025 Q1
|
4/30/2025 |
101
|
$1.5 B
|
| True Wind Capital Management, L.P. |
2025 Q1
|
4/30/2025 |
2
|
$290 M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
2025 Q1
|
4/30/2025 |
854
|
$6.9 B
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2025 Q1
|
4/30/2025 |
48
|
$320 M
|
| Gordian Advisors LLC |
2025 Q1
|
4/30/2025 |
38
|
$130 M
|
| Mraz, Amerine & Associates, Inc. |
2025 Q1
|
4/30/2025 |
170
|
$580 M
|
| First Interstate Bank |
2025 Q1
|
4/30/2025 |
292
|
$1.7 B
|
| Forza Wealth Management, LLC |
2025 Q1
|
4/30/2025 |
177
|
$220 M
|
| Forthright Family Wealth Advisory LLC |
2025 Q1
|
4/30/2025 |
55
|
$150 M
|
| Cooper Capital Advisors LLC |
2025 Q1
|
4/30/2025 |
30
|
$93 M
|
| Ascent Capital Management, LLC |
2025 Q1
|
4/30/2025 |
58
|
$99 M
|
| Index Fund Advisors, Inc. |
2025 Q1
|
4/30/2025 |
95
|
$1.6 B
|
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/30/2025 |
553
|
$2.0 B
|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2025 Q1
|
4/30/2025 |
905
|
$2.8 B
|
| Twelve Points Wealth Management LLC |
2025 Q1
|
4/30/2025 |
176
|
$370 M
|
| Westbourne Investment Advisors, Inc. |
2025 Q1
|
4/30/2025 |
83
|
$280 M
|
| OMC Financial Services LTD |
2025 Q1
|
4/30/2025 |
62
|
$220 M
|
| Court Place Advisors, LLC |
2025 Q1
|
4/30/2025 |
149
|
$300 M
|
| LBP AM SA |
2025 Q1
|
4/30/2025 |
445
|
$6.5 B
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/30/2025 |
845
|
$3.8 B
|
| HARVEY CAPITAL MANAGEMENT INC |
2025 Q1
|
4/30/2025 |
78
|
$380 M
|
| Rehmann Capital Advisory Group |
2025 Q1
|
4/30/2025 |
602
|
$1.6 B
|
| Lakeside Advisors, INC. |
2025 Q1
|
4/30/2025 |
63
|
$150 M
|
| Glencore plc |
2025 Q1
|
4/30/2025 |
2
|
$840 M
|
| Slagle Financial, LLC |
2025 Q1
|
4/30/2025 |
99
|
$230 M
|
| John W. Brooker & Co., CPAs |
2025 Q1
|
4/30/2025 |
77
|
$240 M
|
| CHEMUNG CANAL TRUST CO |
2025 Q1
|
4/30/2025 |
218
|
$450 M
|
| Cornerstone Planning Group LLC |
2025 Q1
|
4/30/2025 |
1,553
|
$420 M
|
| Aspen Wealth Strategies, LLC |
2025 Q1
|
4/30/2025 |
83
|
$150 M
|
| Dogwood Wealth Management LLC |
2025 Q1
|
4/30/2025 |
535
|
$190 M
|
| Applied Fundamental Research, LLC |
2025 Q1
|
4/30/2025 |
12
|
$120 M
|
| POINCIANA ADVISORS GROUP, LLC |
2025 Q1
|
4/30/2025 |
106
|
$97 M
|
| ALPINE WOODS CAPITAL INVESTORS, LLC |
2025 Q1
|
4/30/2025 |
153
|
$400 M
|
| True Vision MN LLC |
2025 Q1
|
4/30/2025 |
101
|
$170 M
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2025 Q1
|
4/30/2025 |
157
|
$390 M
|
| NISA INVESTMENT ADVISORS, LLC |
2025 Q1
|
4/30/2025 |
3,106
|
$20 B
|
| Alpha Financial Partners, LLC |
2025 Q1
|
4/30/2025 |
85
|
$120 M
|
| Van Cleef Asset Management,Inc |
2025 Q1
|
4/30/2025 |
116
|
$880 M
|
| Topsail Wealth Management, LLC |
2025 Q1
|
4/30/2025 |
225
|
$490 M
|
| Moloney Securities Asset Management, LLC |
2025 Q1
|
4/30/2025 |
492
|
$740 M
|
| J.H. Whitney Equity Partners VII, LLC |
2025 Q1
|
4/30/2025 |
1
|
$260 M
|
| BANQUE PICTET & CIE SA |
2025 Q1
|
4/30/2025 |
394
|
$12 B
|
| Ramiah Investment Group |
2025 Q1
|
4/30/2025 |
27
|
$92 M
|
| Wealth Advisory Solutions, LLC |
2025 Q1
|
4/30/2025 |
136
|
$380 M
|
| Samson Rock Capital LLP |
2025 Q1
|
4/30/2025 |
2
|
$54 M
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2025 Q1
|
4/30/2025 |
227
|
$480 M
|
| Trium Capital LLP |
2025 Q1
|
4/30/2025 |
55
|
$800 M
|
| Linden Thomas Advisory Services, LLC |
2025 Q1
|
4/30/2025 |
460
|
$770 M
|
| GREENLEAF TRUST |
2025 Q1
|
4/30/2025 |
1,281
|
$11 B
|
| FLOSSBACH VON STORCH SE |
2025 Q1
|
4/30/2025 |
134
|
$23 B
|
| YACKTMAN ASSET MANAGEMENT LP |
2025 Q1
|
4/30/2025 |
70
|
$7.6 B
|
| Silphium Asset Management Ltd |
2025 Q1
|
4/30/2025 |
29
|
$120 M
|
| OPTIMUM INVESTMENT ADVISORS |
2025 Q1
|
4/30/2025 |
639
|
$210 M
|
| TradeWell Securities, LLC. |
2025 Q1
|
4/30/2025 |
43
|
$180 M
|
| TradeWell Securities, LLC. |
2024 Q4
|
4/30/2025 |
39
|
$190 M
|
| Valeo Financial Advisors, LLC |
2025 Q1
|
4/30/2025 |
707
|
$3.6 B
|
| Curative Ventures V LLC |
2025 Q1
|
4/30/2025 |
1
|
$33 M
|
| Rosenthal | Henry Capital Advisors, Inc. |
2025 Q1
|
4/30/2025 |
39
|
$99 M
|
| Roberts Foundation |
2025 Q1
|
4/30/2025 |
2
|
$160 M
|
| GFG Capital, LLC |
2025 Q1
|
4/30/2025 |
114
|
$330 M
|
| Kedalion Capital Management LLP |
2025 Q1
|
4/30/2025 |
3
|
$2.5 B
|
| Regents Gate Capital LLP |
2025 Q1
|
4/30/2025 |
41
|
$230 M
|
| Brick & Kyle, Associates |
2025 Q1
|
4/30/2025 |
54
|
$220 M
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
2025 Q1
|
4/30/2025 |
270
|
$550 M
|
| MeadowBrook Investment Advisors LLC |
2025 Q1
|
4/30/2025 |
276
|
$110 M
|
| Bull Oak Capital, LLC |
2025 Q1
|
4/30/2025 |
23
|
$180 M
|
| PRINCIPAL SECURITIES, INC. |
2025 Q1
|
4/30/2025 |
3,553
|
$4.5 B
|
| Financial Symmetry Inc |
2025 Q1
|
4/30/2025 |
50
|
$160 M
|