| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2025 Q1
|
4/29/2025 |
161
|
$200 M
|
| Strategic Blueprint, LLC |
2025 Q1
|
4/29/2025 |
670
|
$1.8 B
|
| Sequent Asset Management, LLC |
2025 Q1
|
4/29/2025 |
83
|
$180 M
|
| Seascape Capital Management |
2025 Q1
|
4/29/2025 |
100
|
$290 M
|
| Brickley Wealth Management |
2025 Q1
|
4/29/2025 |
45
|
$480 M
|
| Elite Financial, Inc. |
2025 Q1
|
4/29/2025 |
112
|
$190 M
|
| TRUIST FINANCIAL CORP |
2025 Q1
|
4/29/2025 |
4,983
|
$63 B
|
| Eukles Asset Management |
2025 Q1
|
4/29/2025 |
224
|
$230 M
|
| Capital Investment Advisory Services, LLC |
2025 Q1
|
4/29/2025 |
1,000
|
$1.1 B
|
| Columbia River Financial Group, LLC |
2025 Q1
|
4/29/2025 |
124
|
$150 M
|
| Lightrock Netherlands B.V. |
2025 Q1
|
4/29/2025 |
39
|
$380 M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2025 Q1
|
4/29/2025 |
198
|
$240 M
|
| Phil A. Younker & Associates, Ltd. |
2025 Q1
|
4/29/2025 |
30
|
$100 M
|
| Brookstone Capital Management |
2025 Q1
|
4/29/2025 |
1,014
|
$7.0 B
|
| Kintegral Advisory, LLC |
2025 Q1
|
4/29/2025 |
237
|
$670 M
|
| Catalyst Capital Advisors LLC |
2025 Q1
|
4/29/2025 |
584
|
$4.9 B
|
| Global Wealth Management Investment Advisory, Inc. |
2025 Q1
|
4/29/2025 |
139
|
$500 M
|
| SMART Wealth LLC |
2025 Q1
|
4/29/2025 |
153
|
$280 M
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2025 Q1
|
4/29/2025 |
184
|
$1.5 B
|
| WEDGEWOOD INVESTORS INC /PA/ |
2025 Q1
|
4/29/2025 |
97
|
$84 M
|
| Tilson Financial Group, Inc. |
2025 Q1
|
4/29/2025 |
72
|
$250 M
|
| HM PAYSON & CO |
2025 Q1
|
4/29/2025 |
1,446
|
$5.7 B
|
| DT Investment Partners, LLC |
2025 Q1
|
4/29/2025 |
597
|
$1.0 B
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/29/2025 |
84
|
$110 M
|
| Bank of New York Mellon Corp |
2025 Q1
|
4/29/2025 |
31,891
|
$500 B
|
| SL ADVISORS, LLC |
2025 Q1
|
4/29/2025 |
32
|
$57 M
|
| Huntleigh Advisors, Inc. |
2025 Q1 - NEW HOLDINGS
|
4/29/2025 |
259
|
$430 M
|
| Huntleigh Advisors, Inc. |
2024 Q4
|
4/29/2025 |
261
|
$460 M
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2025 Q1
|
4/29/2025 |
168
|
$1.7 B
|
| Timber Creek Capital Management LLC |
2025 Q1
|
4/29/2025 |
83
|
$370 M
|
| BRAUN STACEY ASSOCIATES INC |
2025 Q1
|
4/29/2025 |
116
|
$2.4 B
|
| Wheelhouse Advisory Group LLC |
2025 Q1
|
4/29/2025 |
40
|
$180 M
|
| Simmons Bank |
2025 Q1
|
4/29/2025 |
758
|
$1.3 B
|
| Fairway Financial, LLC |
2025 Q1
|
4/29/2025 |
20
|
$110 M
|
| Fortune Financial Advisors, LLC |
2025 Q1
|
4/29/2025 |
95
|
$120 M
|
| Maj Invest Holding A/S |
2025 Q1
|
4/29/2025 |
45
|
$2.8 B
|
| Compton Wealth Advisory Group, LLC |
2025 Q1
|
4/29/2025 |
81
|
$360 M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q1
|
4/29/2025 |
188
|
$550 M
|
| Concurrent Investment Advisors, LLC |
2025 Q1
|
4/29/2025 |
1,236
|
$4.1 B
|
| Marks Wealth, LLC |
2025 Q1
|
4/29/2025 |
16
|
$270 M
|
| VAUGHAN & Co SECURITIES, INC. |
2025 Q1
|
4/29/2025 |
55
|
$160 M
|
| Discipline Wealth Solutions, LLC |
2025 Q1
|
4/29/2025 |
73
|
$210 M
|
| BYRNE FINANCIAL FREEDOM, LLC |
2024 Q4
|
4/29/2025 |
99
|
$220 M
|
| Harel Insurance Investments & Financial Services Ltd. |
2025 Q1
|
4/29/2025 |
481
|
$7.6 B
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2025 Q1
|
4/29/2025 |
112
|
$680 M
|
| Pacific Heights Asset Management LLC |
2025 Q1
|
4/29/2025 |
72
|
$1.5 B
|
| GF FUND MANAGEMENT CO. LTD. |
2025 Q1
|
4/28/2025 |
666
|
$4.3 B
|
| Paul R. Ried Financial Group, LLC |
2025 Q1
|
4/28/2025 |
29
|
$140 M
|
| IFM Investors Pty Ltd |
2025 Q1
|
4/28/2025 |
674
|
$10 B
|
| IFM Investors Pty Ltd |
2024 Q4
|
4/28/2025 |
674
|
$9.8 B
|
| 44 WEALTH MANAGEMENT LLC |
2025 Q1
|
4/28/2025 |
186
|
$270 M
|
| 4J Wealth Management LLC |
2025 Q1
|
4/28/2025 |
89
|
$130 M
|
| Carmel Capital Management L.L.C. |
2025 Q1
|
4/28/2025 |
25
|
$250 M
|
| OneDigital Investment Advisors LLC |
2025 Q1
|
4/28/2025 |
1,393
|
$8.4 B
|
| HARTLINE INVESTMENT CORP/ |
2025 Q1
|
4/28/2025 |
101
|
$750 M
|
| Hara Capital LLC |
2024 Q3 - RESTATEMENT
|
4/28/2025 |
301
|
$160 M
|
| BAKER BOYER NATIONAL BANK |
2025 Q1
|
4/28/2025 |
100
|
$270 M
|
| Fisher Funds Management LTD |
2025 Q1
|
4/28/2025 |
164
|
$4.1 B
|
| PBCay One RSC Ltd |
2025 Q1
|
4/28/2025 |
14
|
$1.3 B
|
| DAVIDSON TRUST CO |
2025 Q1
|
4/28/2025 |
241
|
$210 M
|
| Leeward Investments, LLC - MA |
2025 Q1
|
4/28/2025 |
143
|
$1.9 B
|
| AF Advisors, Inc. |
2025 Q1
|
4/28/2025 |
22
|
$530 M
|
| Sterling Financial Planning, Inc. |
2025 Q1
|
4/28/2025 |
109
|
$280 M
|
| Moody Aldrich Partners LLC |
2025 Q1
|
4/28/2025 |
168
|
$480 M
|
| Sitrin Capital Management LLC |
2025 Q1
|
4/28/2025 |
41
|
$190 M
|
| Courage Miller Partners, LLC |
2025 Q1
|
4/28/2025 |
82
|
$300 M
|
| Aviance Capital Partners, LLC |
2025 Q1
|
4/28/2025 |
336
|
$710 M
|
| Aurora Private Wealth, Inc. |
2025 Q1 - RESTATEMENT
|
4/28/2025 |
150
|
$130 M
|
| Caerus Investment Advisors, LLC |
2025 Q1
|
4/28/2025 |
30
|
$100 M
|
| CONNING INC. |
2025 Q1
|
4/28/2025 |
351
|
$2.9 B
|
| Goehring & Rozencwajg Associates, LLC |
2025 Q1
|
4/28/2025 |
42
|
$550 M
|
| Cohen Investment Advisors LLC |
2025 Q1 - RESTATEMENT
|
4/28/2025 |
78
|
$170 M
|
| MBA Advisors LLC |
2025 Q1
|
4/28/2025 |
132
|
$200 M
|
| Calamos Wealth Management LLC |
2025 Q1
|
4/28/2025 |
331
|
$2.0 B
|
| Calamos Advisors LLC |
2025 Q1
|
4/28/2025 |
987
|
$23 B
|
| MACKAY SHIELDS LLC |
2025 Q1
|
4/28/2025 |
361
|
$3.1 B
|
| SILVER OAK SECURITIES, INCORPORATED |
2025 Q1 - RESTATEMENT
|
4/28/2025 |
666
|
$1.1 B
|
| Avantax Planning Partners, Inc. |
2025 Q1
|
4/28/2025 |
431
|
$2.8 B
|
| SimpliFi, Inc. |
2025 Q1
|
4/28/2025 |
41
|
$220 M
|
| Royal Harbor Partners, LLC |
2025 Q1
|
4/28/2025 |
46
|
$260 M
|
| Hansen & Associates Financial Group, Inc. |
2025 Q1
|
4/28/2025 |
3
|
$190 M
|
| Values Added Financial LLC |
2025 Q1
|
4/28/2025 |
117
|
$180 M
|
| Checchi Capital Advisers, LLC |
2025 Q1
|
4/28/2025 |
582
|
$1.9 B
|
| PALISADE CAPITAL MANAGEMENT, LP |
2025 Q1
|
4/28/2025 |
371
|
$3.5 B
|
| Onyx Bridge Wealth Group LLC |
2025 Q1
|
4/28/2025 |
293
|
$700 M
|
| Goelzer Investment Management, Inc. |
2025 Q1 - RESTATEMENT
|
4/28/2025 |
237
|
$1.7 B
|
| LINCOLN CAPITAL CORP |
2025 Q1
|
4/28/2025 |
91
|
$240 M
|
| Ledgewood Wealth Advisors, LLC |
2025 Q1
|
4/28/2025 |
70
|
$160 M
|
| RoundAngle Advisors LLC |
2025 Q1
|
4/28/2025 |
57
|
$110 M
|
| ABLE Financial Group, LLC |
2025 Q1
|
4/28/2025 |
196
|
$360 M
|
| QUARRY HILL ADVISORS, LLC |
2025 Q1
|
4/28/2025 |
45
|
$150 M
|
| Astoria Portfolio Advisors LLC. |
2025 Q1
|
4/28/2025 |
237
|
$290 M
|
| Lansing Street Advisors |
2025 Q1
|
4/28/2025 |
135
|
$300 M
|
| BetterWealth, LLC |
2025 Q1
|
4/28/2025 |
61
|
$360 M
|
| Elevate Capital Advisors, LLC |
2025 Q1
|
4/28/2025 |
58
|
$110 M
|
| Dean, Jacobson Financial Services, LLC |
2025 Q1
|
4/28/2025 |
11
|
$130 M
|
| Smith Group Asset Management, LLC |
2025 Q1
|
4/28/2025 |
179
|
$1.3 B
|
| Von Berge Wealth Management Group, LLC |
2025 Q1
|
4/28/2025 |
63
|
$150 M
|
| Sterling Group Wealth Management, LLC |
2025 Q1
|
4/28/2025 |
59
|
$190 M
|
| Impact Investors, Inc |
2025 Q1
|
4/28/2025 |
153
|
$130 M
|