| Prodigy Asset Management LLC |
2025 Q1
|
4/30/2025 |
22
|
$120 M
|
| PERSONAL CFO SOLUTIONS, LLC |
2025 Q1
|
4/30/2025 |
448
|
$490 M
|
| Opus Capital Group, LLC |
2025 Q1
|
4/30/2025 |
125
|
$780 M
|
| AlphaStar Capital Management, LLC |
2025 Q1
|
4/30/2025 |
184
|
$990 M
|
| Exane Asset Management |
2025 Q1 - RESTATEMENT
|
4/30/2025 |
26
|
$170 M
|
| Partners in Financial Planning |
2025 Q1
|
4/30/2025 |
101
|
$500 M
|
| 49 WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/30/2025 |
189
|
$830 M
|
| Exane Asset Management |
2025 Q1
|
4/30/2025 |
26
|
$170 M
|
| Stratos Wealth Partners, LTD. |
2025 Q1
|
4/30/2025 |
1,361
|
$6.6 B
|
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/30/2025 |
146
|
$990 M
|
| Stratos Wealth Advisors, LLC |
2025 Q1
|
4/30/2025 |
663
|
$1.8 B
|
| Values First Advisors, Inc. |
2025 Q1
|
4/30/2025 |
285
|
$170 M
|
| Blackhawk Capital Partners LLC. |
2025 Q1
|
4/30/2025 |
127
|
$190 M
|
| Stratos Investment Management, LLC |
2025 Q1
|
4/30/2025 |
316
|
$1.9 B
|
| Black Diamond Financial, LLC |
2025 Q1
|
4/30/2025 |
146
|
$670 M
|
| Sierra Capital LLC |
2025 Q1
|
4/30/2025 |
235
|
$830 M
|
| May Hill Capital, LLC |
2025 Q1
|
4/30/2025 |
184
|
$270 M
|
| CORDA Investment Management, LLC. |
2025 Q1
|
4/30/2025 |
70
|
$1.3 B
|
| New Insight Wealth Advisors |
2025 Q1
|
4/30/2025 |
94
|
$220 M
|
| Graver Capital Management, LLC |
2025 Q1
|
4/30/2025 |
26
|
$98 M
|
| Peterson Wealth Advisors, LLC |
2025 Q1
|
4/30/2025 |
89
|
$520 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2025 Q1
|
4/30/2025 |
262
|
$260 M
|
| OMNI 360 Wealth, Inc. |
2025 Q1
|
4/30/2025 |
161
|
$170 M
|
| Trek Financial, LLC |
2025 Q1
|
4/30/2025 |
383
|
$1.4 B
|
| DekaBank Deutsche Girozentrale |
2025 Q1
|
4/30/2025 |
2,002
|
$51 B
|
| Robocap Asset Management Ltd |
2025 Q1
|
4/30/2025 |
24
|
$130 M
|
| SilverOak Wealth Management LLC |
2025 Q1
|
4/30/2025 |
98
|
$460 M
|
| BXM Wealth LLC |
2025 Q1
|
4/30/2025 |
103
|
$83 M
|
| CapWealth Advisors, LLC |
2025 Q1
|
4/30/2025 |
100
|
$920 M
|
| Palisades Investment Partners, LLC |
2025 Q1
|
4/30/2025 |
40
|
$200 M
|
| LTG Capital LLC |
2025 Q1
|
4/30/2025 |
26
|
$110 M
|
| Ridgeline Wealth Planning, LLC |
2025 Q1
|
4/30/2025 |
35
|
$100 M
|
| M&T Bank Corp |
2025 Q1
|
4/30/2025 |
12,560
|
$27 B
|
| HOURGLASS CAPITAL, LLC |
2025 Q1
|
4/30/2025 |
110
|
$380 M
|
| NTV Asset Management LLC |
2025 Q1
|
4/30/2025 |
272
|
$750 M
|
| Geneva Partners, LLC |
2025 Q1
|
4/30/2025 |
60
|
$190 M
|
| Lancaster Investment Management |
2025 Q1
|
4/30/2025 |
6
|
$130 M
|
| ARGA Investment Management, LP |
2025 Q1
|
4/30/2025 |
121
|
$3.0 B
|
| Highview Capital Management LLC/DE/ |
2025 Q1
|
4/30/2025 |
105
|
$240 M
|
| Broad Peak Investment Advisers Pte Ltd |
2025 Q1
|
4/30/2025 |
4
|
$150 M
|
| Cryder Capital Partners LLP |
2025 Q1
|
4/30/2025 |
9
|
$1.3 B
|
| All-Stars Investment Ltd |
2025 Q1
|
4/30/2025 |
3
|
$320 M
|
| Yunqi Capital Ltd |
2025 Q1
|
4/30/2025 |
4
|
$100 M
|
| China Universal Asset Management Co., Ltd. |
2025 Q1
|
4/29/2025 |
486
|
$1.1 B
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/29/2025 |
96
|
$220 M
|
| Infini Capital Management Ltd |
2025 Q1
|
4/29/2025 |
14
|
$100 M
|
| Ninety One North America, Inc. |
2025 Q1
|
4/30/2025 |
68
|
$1.5 B
|
| BANK HAPOALIM BM |
2025 Q1
|
4/30/2025 |
130
|
$690 M
|
| Ninety One UK Ltd |
2025 Q1
|
4/30/2025 |
193
|
$36 B
|
| Ninety One SA (PTY) Ltd |
2025 Q1
|
4/30/2025 |
74
|
$540 M
|
| Artemis Wealth Advisors, LLC |
2025 Q1
|
4/29/2025 |
22
|
$480 M
|
| Alpha Cubed Investments, LLC |
2025 Q1
|
4/29/2025 |
301
|
$2.2 B
|
| Horst & Graben Wealth Management LLC |
2025 Q1
|
4/29/2025 |
161
|
$560 M
|
| Yong Rong (HK) Asset Management Ltd |
2025 Q1
|
4/29/2025 |
26
|
$430 M
|
| Jessup Wealth Management, Inc |
2025 Q1
|
4/29/2025 |
73
|
$240 M
|
| Charles Schwab Trust Bank |
2025 Q1
|
4/29/2025 |
1
|
$81 M
|
| DAVIDSON INVESTMENT ADVISORS |
2025 Q1
|
4/29/2025 |
120
|
$2.0 B
|
| Sharper & Granite LLC |
2025 Q1
|
4/29/2025 |
101
|
$240 M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/29/2025 |
45
|
$240 M
|
| BROWN ADVISORY INC |
2025 Q1
|
4/29/2025 |
2,949
|
$70 B
|
| Ariose Capital Management Ltd |
2025 Q1
|
4/29/2025 |
12
|
$91 M
|
| Aurelius Family Office LLC |
2025 Q1
|
4/29/2025 |
46
|
$200 M
|
| INVESTMENT PARTNERS, LTD. |
2025 Q1
|
4/29/2025 |
148
|
$240 M
|
| Vested Financial Planning, LLC |
2025 Q1
|
4/29/2025 |
25
|
$100 M
|
| Walter Public Investments Inc. |
2025 Q1
|
4/29/2025 |
43
|
$540 M
|
| Brown Financial Advisory |
2025 Q1
|
4/29/2025 |
52
|
$160 M
|
| SIGMA INVESTMENT COUNSELORS INC |
2025 Q1
|
4/29/2025 |
187
|
$1.6 B
|
| Garrett Wealth Advisory Group, LLC |
2025 Q1
|
4/29/2025 |
112
|
$450 M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/29/2025 |
39
|
$190 M
|
| Navalign, LLC |
2025 Q1
|
4/29/2025 |
114
|
$350 M
|
| ABOUND FINANCIAL, LLC |
2025 Q1
|
4/29/2025 |
269
|
$200 M
|
| Interchange Capital Partners, LLC |
2025 Q1
|
4/29/2025 |
299
|
$360 M
|
| ACCOUNT MANAGEMENT LLC |
2025 Q1
|
4/29/2025 |
24
|
$91 M
|
| Beverly Hills Private Wealth, LLC |
2025 Q1
|
4/29/2025 |
1,046
|
$510 M
|
| EULAV Asset Management |
2025 Q1
|
4/29/2025 |
165
|
$4.0 B
|
| Capital Management Associates, Inc |
2025 Q1
|
4/29/2025 |
129
|
$440 M
|
| Dupree Financial Group, LLC |
2025 Q1
|
4/29/2025 |
70
|
$250 M
|
| Client First Capital LLC |
2025 Q1
|
4/29/2025 |
18
|
$200 M
|
| LINCOLN NATIONAL CORP |
2025 Q1
|
4/29/2025 |
21
|
$3.1 B
|
| PLANNING DIRECTIONS INC |
2025 Q1
|
4/29/2025 |
117
|
$230 M
|
| Bryant Woods Investment Advisors, LLC |
2025 Q1
|
4/29/2025 |
49
|
$210 M
|
| Family Capital Management, Inc. |
2025 Q1
|
4/29/2025 |
72
|
$160 M
|
| Gibraltar Capital Management, Inc. |
2025 Q1
|
4/29/2025 |
99
|
$460 M
|
| Pekin Hardy Strauss, Inc. |
2025 Q1
|
4/29/2025 |
360
|
$830 M
|
| Crossmark Global Holdings, Inc. |
2025 Q1
|
4/29/2025 |
1,313
|
$5.7 B
|
| FULLCIRCLE WEALTH LLC |
2025 Q1
|
4/29/2025 |
246
|
$240 M
|
| Washington Trust Bank |
2025 Q1
|
4/29/2025 |
345
|
$1.0 B
|
| Core Wealth Management, Inc. |
2025 Q1
|
4/29/2025 |
31
|
$260 M
|
| Synergy Investment Management, LLC |
2025 Q1
|
4/29/2025 |
600
|
$240 M
|
| Gilliland Jeter Wealth Management LLC |
2025 Q1
|
4/29/2025 |
176
|
$280 M
|
| J HAGAN CAPITAL, INC. |
2025 Q1
|
4/29/2025 |
65
|
$120 M
|
| CALIFORNIA FIRST LEASING CORP |
2025 Q1
|
4/29/2025 |
44
|
$230 M
|
| Callan Capital, LLC |
2025 Q1
|
4/29/2025 |
373
|
$1.4 B
|
| YANKCOM Partnership |
2025 Q1
|
4/29/2025 |
488
|
$180 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2025 Q1
|
4/29/2025 |
1,415
|
$3.6 B
|
| BOCHK Asset Management Ltd |
2025 Q1
|
4/29/2025 |
49
|
$180 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2025 Q1
|
4/29/2025 |
57
|
$2.6 B
|
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York |
2025 Q1
|
4/29/2025 |
2
|
$220 M
|
| Apex Wealth Management, LLC |
2025 Q1
|
4/29/2025 |
49
|
$110 M
|
| CAPITAL ADVISORS INC/OK |
2025 Q1
|
4/29/2025 |
311
|
$5.0 B
|