| Vishria Bird Financial Group, LLC |
2025 Q1
|
4/28/2025 |
83
|
$290 M
|
| Alley Investment Management Company, LLC |
2025 Q1
|
4/28/2025 |
88
|
$800 M
|
| Yelin Lapidot Holdings Management Ltd. |
2025 Q1
|
4/28/2025 |
115
|
$520 M
|
| Sensible Financial Planning & Management, LLC. |
2025 Q1
|
4/28/2025 |
30
|
$500 M
|
| Equita Financial Network, Inc. |
2025 Q1
|
4/28/2025 |
86
|
$290 M
|
| SWMG, LLC |
2025 Q1
|
4/28/2025 |
111
|
$250 M
|
| ArborFi Advisors, LLC |
2025 Q1
|
4/28/2025 |
46
|
$100 M
|
| American Capital Advisory, LLC |
2025 Q1
|
4/28/2025 |
802
|
$190 M
|
| CIBRA Capital Ltd |
2025 Q1
|
4/28/2025 |
25
|
$290 M
|
| Financial Advocates Investment Management |
2025 Q1
|
4/28/2025 |
722
|
$1.4 B
|
| McGinn Penninger Investment Management, Inc. |
2025 Q1
|
4/28/2025 |
44
|
$150 M
|
| Krane Funds Advisors LLC |
2025 Q1
|
4/28/2025 |
119
|
$3.5 B
|
| Reliant Wealth Planning |
2025 Q1
|
4/28/2025 |
29
|
$220 M
|
| Compound Global Advisors, LLC |
2025 Q1
|
4/28/2025 |
39
|
$17 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/28/2025 |
212
|
$1.3 B
|
| PENOBSCOT WEALTH MANAGEMENT |
2025 Q1
|
4/28/2025 |
91
|
$240 M
|
| MOODY LYNN & LIEBERSON, LLC |
2025 Q1
|
4/28/2025 |
244
|
$1.6 B
|
| Aaron Wealth Advisors LLC |
2025 Q1
|
4/28/2025 |
450
|
$870 M
|
| First Bank & Trust |
2025 Q1
|
4/28/2025 |
354
|
$520 M
|
| Defender Capital, LLC. |
2025 Q1
|
4/28/2025 |
35
|
$250 M
|
| BCO Wealth Management LLC |
2025 Q1
|
4/28/2025 |
30
|
$130 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2025 Q1
|
4/28/2025 |
89
|
$540 M
|
| Whitegate Investment Counselors, Inc. |
2025 Q1
|
4/28/2025 |
66
|
$280 M
|
| GR FINANCIAL GROUP, LLC |
2025 Q1
|
4/28/2025 |
21
|
$650 M
|
| NovaPoint Capital, LLC |
2025 Q1
|
4/28/2025 |
137
|
$320 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2025 Q1
|
4/28/2025 |
139
|
$3.1 B
|
| HORIZON FINANCIAL SERVICES, LLC |
2025 Q1
|
4/28/2025 |
370
|
$4.3 B
|
| North of South Capital LLP |
2025 Q1
|
4/28/2025 |
20
|
$900 M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2025 Q1
|
4/28/2025 |
102
|
$100 M
|
| FSM Wealth Advisors, LLC |
2025 Q1
|
4/28/2025 |
213
|
$440 M
|
| TLW Wealth Management, LLC |
2025 Q1
|
4/28/2025 |
16
|
$170 M
|
| NEW SOUTH CAPITAL MANAGEMENT INC |
2025 Q1
|
4/28/2025 |
91
|
$2.1 B
|
| Coastline Trust Co |
2025 Q1
|
4/28/2025 |
567
|
$800 M
|
| WCM INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/28/2025 |
278
|
$39 B
|
| Fedenia Advisers LLC |
2025 Q1
|
4/28/2025 |
114
|
$150 M
|
| Meadow Creek Wealth Advisors LLC |
2025 Q1
|
4/28/2025 |
132
|
$130 M
|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q1
|
4/28/2025 |
32
|
$370 M
|
| Bancreek Capital Management, LP |
2025 Q1
|
4/28/2025 |
14
|
$67 M
|
| CarsonAllaria Wealth Management, Ltd. |
2025 Q1
|
4/28/2025 |
367
|
$170 M
|
| Sippican Capital Advisors |
2025 Q1
|
4/28/2025 |
109
|
$130 M
|
| Detalus Advisors, LLC |
2025 Q1
|
4/28/2025 |
161
|
$320 M
|
| KLINGENSTEIN FIELDS & CO LP |
2025 Q1
|
4/28/2025 |
267
|
$2.4 B
|
| DURANTE & WATERS, LLC |
2025 Q1
|
4/28/2025 |
30
|
$120 M
|
| PICTET BANK & TRUST Ltd |
2025 Q1
|
4/28/2025 |
36
|
$82 M
|
| Great Point Wealth Advisors, LLC |
2025 Q1
|
4/28/2025 |
56
|
$460 M
|
| LFA - Lugano Financial Advisors SA |
2025 Q1
|
4/28/2025 |
191
|
$150 M
|
| Pacific Asset Management, LLC |
2025 Q1
|
4/28/2025 |
52
|
$110 M
|
| Oregon Pacific Wealth Management, LLC |
2025 Q1
|
4/28/2025 |
130
|
$100 M
|
| REDMONT WEALTH ADVISORS LLC |
2025 Q1
|
4/28/2025 |
178
|
$51 M
|
| Harbour Trust & Investment Management Co |
2025 Q1
|
4/28/2025 |
287
|
$830 M
|
| ALTERNA WEALTH MANAGEMENT, INC |
2025 Q1
|
4/28/2025 |
109
|
$130 M
|
| Money Design Co.,Ltd. |
2025 Q1
|
4/28/2025 |
75
|
$2.0 B
|
| Ballentine Capital Advisors, Inc |
2025 Q1
|
4/28/2025 |
29
|
$200 M
|
| Yukon Wealth Management, Inc. |
2025 Q1
|
4/28/2025 |
102
|
$240 M
|
| Vermillion Wealth Management, Inc. |
2025 Q1
|
4/28/2025 |
1,341
|
$340 M
|
| Phraction Management LLC |
2025 Q1
|
4/28/2025 |
74
|
$300 M
|
| Rossby Financial, LCC |
2025 Q1
|
4/28/2025 |
1,088
|
$240 M
|
| TCP Asset Management, LLC |
2025 Q1
|
4/28/2025 |
89
|
$450 M
|
| DAVENPORT & Co LLC |
2025 Q1
|
4/28/2025 |
1,169
|
$17 B
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2025 Q1
|
4/28/2025 |
1,724
|
$25 B
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2025 Q1
|
4/28/2025 |
95
|
$210 M
|
| Pictet North America Advisors SA |
2025 Q1
|
4/28/2025 |
140
|
$1.0 B
|
| GUERRA PAN ADVISORS, LLC |
2025 Q1
|
4/28/2025 |
105
|
$130 M
|
| Sageworth Trust Co |
2025 Q1
|
4/28/2025 |
97
|
$1.6 B
|
| Svenska Handelsbanken AB (publ) |
2025 Q1
|
4/28/2025 |
7
|
$100 M
|
| Summit Trail Advisors, LLC |
2025 Q1
|
4/28/2025 |
423
|
$3.0 B
|
| Sageworth Trust Co of South Dakota |
2025 Q1
|
4/28/2025 |
50
|
$83 M
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/28/2025 |
106
|
$250 M
|
| Provident Co of the Employees of the Hebrew University LTD |
2025 Q1
|
4/28/2025 |
32
|
$87 M
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2025 Q1
|
4/28/2025 |
771
|
$9.8 B
|
| GCQ FUNDS MANAGEMENT PTY Ltd |
2025 Q1
|
4/28/2025 |
12
|
$410 M
|
| Fort Vancouver Investment Management, LLC |
2025 Q1
|
4/25/2025 |
53
|
$130 M
|
| MATHER GROUP, LLC. |
2025 Q1
|
4/25/2025 |
1,795
|
$8.7 B
|
| KIECKHEFER GROUP LLC |
2025 Q1
|
4/25/2025 |
46
|
$140 M
|
| Heritage Investment Group, Inc. |
2025 Q1
|
4/25/2025 |
110
|
$530 M
|
| PMC FIG Opportunities LLC |
2024 Q4
|
4/25/2025 |
33
|
$40 M
|
| Family Capital Trust Co |
2025 Q1
|
4/25/2025 |
62
|
$280 M
|
| PMC FIG Opportunities LLC |
2024 Q3
|
4/25/2025 |
34
|
$65 M
|
| WEST BANCORPORATION INC |
2025 Q1
|
4/25/2025 |
93
|
$150 M
|
| PMC FIG Opportunities LLC |
2024 Q2
|
4/25/2025 |
30
|
$66 M
|
| PMC FIG Opportunities LLC |
2024 Q1
|
4/25/2025 |
33
|
$67 M
|
| PMC FIG Opportunities LLC |
2023 Q4
|
4/25/2025 |
23
|
$36 M
|
| JNBA Financial Advisors |
2025 Q1
|
4/25/2025 |
647
|
$960 M
|
| Kampmann Melissa S. |
2025 Q1
|
4/25/2025 |
79
|
$130 M
|
| PMC FIG Opportunities LLC |
2023 Q3
|
4/25/2025 |
26
|
$28 M
|
| PMC FIG Opportunities LLC |
2023 Q2
|
4/25/2025 |
22
|
$18 M
|
| PMC FIG Opportunities LLC |
2023 Q1
|
4/25/2025 |
21
|
$16 M
|
| PMC FIG Opportunities LLC |
2022 Q4
|
4/25/2025 |
30
|
$20 M
|
| Oceanside Advisors LLC |
2025 Q1
|
4/25/2025 |
45
|
$140 M
|
| Alta Advisers Ltd |
2025 Q1
|
4/25/2025 |
229
|
$230 M
|
| PMC FIG Opportunities LLC |
2022 Q3
|
4/25/2025 |
31
|
$18 M
|
| Pine Brook Road Advisors, L.P. |
2025 Q1
|
4/25/2025 |
2
|
$130 M
|
| PMC FIG Opportunities LLC |
2022 Q2
|
4/25/2025 |
27
|
$18 M
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2025 Q1
|
4/25/2025 |
216
|
$800 M
|
| EnRich Financial Partners LLC |
2025 Q1
|
4/25/2025 |
55
|
$300 M
|
| PMC FIG Opportunities LLC |
2022 Q1
|
4/25/2025 |
23
|
$23 M
|
| Hixon Zuercher, LLC |
2025 Q1
|
4/25/2025 |
80
|
$280 M
|
| SAGE ADVISORS, LLC |
2025 Q1
|
4/25/2025 |
32
|
$140 M
|
| PMC FIG Opportunities LLC |
2021 Q4
|
4/25/2025 |
18
|
$24 M
|
| Unified Investment Management |
2025 Q1
|
4/25/2025 |
117
|
$85 M
|