| Heritage Wealth Management, Inc. |
2025 Q1
|
4/29/2025 |
228
|
$290 M
|
| Fairway Wealth LLC |
2025 Q1
|
4/29/2025 |
228
|
$270 M
|
| Siguler Guff Advisers, LLC |
2025 Q1
|
4/29/2025 |
2
|
$72 M
|
| RPM Capital Partners, LLC |
2025 Q1
|
4/29/2025 |
1
|
$84 M
|
| U.S. Capital Wealth Advisors, LLC |
2025 Q1
|
4/29/2025 |
836
|
$3.3 B
|
| Pacific Point Advisors, LLC |
2025 Q1
|
4/29/2025 |
116
|
$180 M
|
| Sightline Wealth Advisors, LLC |
2025 Q1
|
4/29/2025 |
81
|
$190 M
|
| Jordan Park Group LLC |
2025 Q1
|
4/29/2025 |
68
|
$1.4 B
|
| Richard Bernstein Advisors LLC |
2025 Q1
|
4/29/2025 |
223
|
$4.1 B
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2025 Q1
|
4/29/2025 |
215
|
$480 M
|
| SECURITY NATIONAL BANK OF SO DAK |
2025 Q1
|
4/29/2025 |
169
|
$180 M
|
| Raleigh Capital Management Inc. |
2025 Q1
|
4/29/2025 |
570
|
$220 M
|
| FINANCIAL COUNSELORS INC |
2025 Q1
|
4/29/2025 |
579
|
$6.6 B
|
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2025 Q1
|
4/29/2025 |
147
|
$260 M
|
| Cooksen Wealth, LLC |
2025 Q1
|
4/29/2025 |
94
|
$99 M
|
| BYRNE FINANCIAL FREEDOM, LLC |
2025 Q1
|
4/29/2025 |
97
|
$180 M
|
| Wood Tarver Financial Group, LLC |
2025 Q1
|
4/29/2025 |
702
|
$310 M
|
| Penserra Capital Management LLC |
2025 Q1
|
4/29/2025 |
1,592
|
$5.6 B
|
| Oppenheimer & Close, LLC |
2025 Q1
|
4/29/2025 |
51
|
$120 M
|
| Crew Capital Management, Ltd. |
2025 Q1
|
4/29/2025 |
150
|
$120 M
|
| Investor's Fiduciary Advisor Network, LLC |
2025 Q1
|
4/29/2025 |
166
|
$210 M
|
| HENDLEY & CO INC |
2025 Q1
|
4/29/2025 |
51
|
$290 M
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2024 Q4
|
4/29/2025 |
205
|
$480 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/29/2025 |
532
|
$2.3 B
|
| Ifrah Financial Services, Inc. |
2025 Q1
|
4/29/2025 |
193
|
$350 M
|
| Financiere des Professionnels - Fonds d,investissement inc. |
2025 Q1
|
4/29/2025 |
200
|
$1.5 B
|
| US Asset Management LLC |
2025 Q1
|
4/29/2025 |
122
|
$100 M
|
| Uptown Financial Advisors LLC |
2024 Q4
|
4/29/2025 |
65
|
$93 M
|
| Centennial Bank/AR/ |
2025 Q1
|
4/29/2025 |
328
|
$210 M
|
| ENVESTNET ASSET MANAGEMENT INC |
2025 Q1
|
4/29/2025 |
4,343
|
$310 B
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2025 Q1
|
4/29/2025 |
75
|
$1.6 B
|
| Fund Evaluation Group, LLC |
2025 Q1
|
4/29/2025 |
48
|
$2.3 B
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2024 Q3 - NEW HOLDINGS
|
4/29/2025 |
200
|
$470 M
|
| Hexagon Capital Partners LLC |
2025 Q1
|
4/29/2025 |
1,847
|
$530 M
|
| Drake & Associates, LLC |
2025 Q1
|
4/29/2025 |
89
|
$360 M
|
| Astoria Strategic Wealth, Inc. |
2025 Q1
|
4/29/2025 |
33
|
$340 M
|
| Financial Architects, LLC |
2025 Q1
|
4/29/2025 |
21
|
$160 M
|
| Traveka Wealth, LLC |
2025 Q1
|
4/29/2025 |
148
|
$180 M
|
| PURE PORTFOLIOS HOLDINGS LLC |
2025 Q1
|
4/29/2025 |
99
|
$270 M
|
| Rice Partnership, LLC |
2025 Q1
|
4/29/2025 |
152
|
$490 M
|
| Tradewinds, LLC. |
2025 Q1
|
4/29/2025 |
211
|
$350 M
|
| Cloud Capital Management, LLC |
2025 Q1
|
4/29/2025 |
313
|
$140 M
|
| FORTE ASSET MANAGEMENT LLC |
2025 Q1
|
4/29/2025 |
66
|
$200 M
|
| Argentarii, LLC |
2025 Q1
|
4/29/2025 |
157
|
$200 M
|
| Jackson Wealth Management, LLC |
2025 Q1
|
4/29/2025 |
169
|
$820 M
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2025 Q1
|
4/29/2025 |
84
|
$190 M
|
| Minneapolis Portfolio Management Group, LLC |
2025 Q1
|
4/29/2025 |
29
|
$720 M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
2025 Q1
|
4/29/2025 |
211
|
$340 M
|
| Schulz Wealth, LTD. |
2025 Q1
|
4/29/2025 |
63
|
$130 M
|
| BUSH INVESTMENT GROUP, LLC |
2025 Q1
|
4/29/2025 |
35
|
$130 M
|
| PROFFITT & GOODSON INC |
2025 Q1
|
4/29/2025 |
259
|
$610 M
|
| NORTHSTAR ASSET MANAGEMENT Co LLC |
2025 Q1
|
4/29/2025 |
198
|
$410 M
|
| Vickerman Investment Advisors, Inc. |
2025 Q1
|
4/29/2025 |
84
|
$440 M
|
| Core Alternative Capital |
2025 Q1
|
4/29/2025 |
345
|
$420 M
|
| Olistico Wealth, LLC |
2025 Q1
|
4/29/2025 |
347
|
$160 M
|
| Summit Financial Consulting LLC |
2025 Q1
|
4/29/2025 |
42
|
$110 M
|
| Atlantic Edge Private Wealth Management, LLC |
2025 Q1
|
4/29/2025 |
500
|
$330 M
|
| SwitchPoint Financial Planning, LLC |
2025 Q1
|
4/29/2025 |
63
|
$110 M
|
| McGlone Suttner Wealth Management, Inc. |
2025 Q1
|
4/29/2025 |
189
|
$610 M
|
| Capital Planning LLC |
2025 Q1
|
4/29/2025 |
95
|
$360 M
|
| Compass Wealth Management LLC |
2025 Q1
|
4/29/2025 |
434
|
$390 M
|
| Viewpoint Capital Management LLC |
2025 Q1
|
4/29/2025 |
140
|
$190 M
|
| CoreFirst Bank & Trust |
2025 Q1
|
4/29/2025 |
157
|
$160 M
|
| SIERRA OCEAN, LLC |
2025 Q1
|
4/29/2025 |
1,055
|
$130 M
|
| LEE DANNER & BASS INC |
2025 Q1
|
4/29/2025 |
220
|
$1.2 B
|
| FLAGSHIP WEALTH ADVISORS, LLC |
2025 Q1
|
4/29/2025 |
379
|
$170 M
|
| Bolthouse Investments, LLC |
2025 Q1
|
4/29/2025 |
72
|
$96 M
|
| Riggs Asset Managment Co. Inc. |
2025 Q1
|
4/29/2025 |
636
|
$350 M
|
| One Day In July LLC |
2025 Q1
|
4/29/2025 |
135
|
$1.0 B
|
| Catawba River Capital |
2025 Q1
|
4/29/2025 |
19
|
$160 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2025 Q1
|
4/29/2025 |
84
|
$290 M
|
| ADELL HARRIMAN & CARPENTER INC |
2025 Q1
|
4/29/2025 |
170
|
$1.3 B
|
| REDW Wealth LLC |
2025 Q1
|
4/29/2025 |
103
|
$270 M
|
| LB Partners LLC |
2025 Q1
|
4/29/2025 |
22
|
$140 M
|
| Whelan Financial |
2025 Q1
|
4/29/2025 |
63
|
$260 M
|
| BURKE & HERBERT BANK & TRUST CO |
2025 Q1
|
4/29/2025 |
451
|
$420 M
|
| SUTTON PLACE INVESTORS LLC |
2025 Q1
|
4/29/2025 |
106
|
$150 M
|
| MEMBERS CAPITAL ADVISORS INC |
2025 Q1
|
4/29/2025 |
29
|
$86 M
|
| Sharp Financial Services, LLC |
2025 Q1
|
4/29/2025 |
89
|
$130 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/29/2025 |
188
|
$1.1 B
|
| STAGE HARBOR FINANCIAL, LLC |
2025 Q1
|
4/29/2025 |
59
|
$120 M
|
| World Investment Advisors |
2025 Q1
|
4/29/2025 |
1,962
|
$3.9 B
|
| Generali Investments CEE, investicni spolecnost, a.s. |
2025 Q1
|
4/29/2025 |
383
|
$1.1 B
|
| VELA Investment Management, LLC |
2025 Q1
|
4/29/2025 |
154
|
$320 M
|
| SONATA CAPITAL GROUP INC |
2025 Q1
|
4/29/2025 |
112
|
$230 M
|
| Wayfinding Financial, LLC |
2025 Q1
|
4/29/2025 |
741
|
$230 M
|
| ALM First Financial Advisors, LLC |
2025 Q1
|
4/29/2025 |
23
|
$440 M
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/29/2025 |
187
|
$750 M
|
| CEERA INVESTMENTS, LLC |
2025 Q1
|
4/29/2025 |
101
|
$290 M
|
| von Borstel & Associates, Inc. |
2025 Q1
|
4/29/2025 |
148
|
$330 M
|
| Olde Wealth Management, LLC |
2025 Q1
|
4/29/2025 |
322
|
$280 M
|
| Centered Wealth LLC dba Miller Equity Capital Advisors |
2025 Q1
|
4/29/2025 |
5
|
$1.4 M
|
| Bestgate Wealth Advisors, LLC |
2025 Q1
|
4/29/2025 |
55
|
$48 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2025 Q1
|
4/29/2025 |
84
|
$71 M
|
| Element Wealth, LLC |
2025 Q1
|
4/29/2025 |
162
|
$190 M
|
| Mills Wealth Advisors LLC |
2025 Q1
|
4/29/2025 |
63
|
$190 M
|
| Impax Asset Management Group plc |
2025 Q1
|
4/29/2025 |
295
|
$17 B
|
| New Capital Management LP |
2025 Q1
|
4/29/2025 |
50
|
$350 M
|
| Argyle Capital Management, LLC |
2025 Q1
|
4/29/2025 |
130
|
$270 M
|
| Pacific Life Fund Advisors LLC |
2025 Q1
|
4/29/2025 |
20
|
$890 M
|