| BankPlus Wealth Management LLC |
2025 Q1
|
4/25/2025 |
98
|
$140 M
|
| Buttonwood Financial Advisors Inc. |
2025 Q1
|
4/25/2025 |
96
|
$230 M
|
| Crown Wealth Group, LLC |
2025 Q1
|
4/25/2025 |
108
|
$190 M
|
| Waterfront Wealth Inc. |
2025 Q1
|
4/25/2025 |
257
|
$410 M
|
| Wealthstar Advisors, LLC |
2025 Q1
|
4/25/2025 |
134
|
$220 M
|
| Strid Group, LLC |
2025 Q1
|
4/25/2025 |
62
|
$640 M
|
| Lunate Capital Ltd |
2025 Q1
|
4/25/2025 |
4
|
$170 M
|
| Naviter Wealth, LLC |
2025 Q1
|
4/25/2025 |
274
|
$830 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q1
|
4/25/2025 |
159
|
$180 M
|
| Essex Financial Services, Inc. |
2025 Q1
|
4/25/2025 |
631
|
$1.4 B
|
| Stonebridge Financial Group, LLC |
2025 Q1
|
4/25/2025 |
1,005
|
$940 M
|
| Hills Bank & Trust Co |
2025 Q1
|
4/25/2025 |
460
|
$1.4 B
|
| Skylands Capital, LLC |
2025 Q1
|
4/25/2025 |
153
|
$690 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/25/2025 |
134
|
$310 M
|
| PRAKASH INVESTMENT ADVISORS LLC |
2025 Q1
|
4/25/2025 |
53
|
$90 M
|
| KBC Group NV |
2025 Q1
|
4/25/2025 |
2,558
|
$32 B
|
| Meridian Financial, LLC |
2025 Q1
|
4/25/2025 |
121
|
$140 M
|
| Sumitomo Mitsui Trust Group, Inc. |
2025 Q1
|
4/25/2025 |
1,031
|
$140 B
|
| WestEnd Advisors, LLC |
2025 Q1
|
4/24/2025 |
362
|
$3.8 B
|
| Sovran Advisors, LLC |
2025 Q1
|
4/24/2025 |
455
|
$770 M
|
| Goodman Advisory Group, LLC |
2025 Q1
|
4/24/2025 |
153
|
$250 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2025 Q1
|
4/24/2025 |
35
|
$180 M
|
| Capital Advisors Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
181
|
$570 M
|
| Parker Financial LLC |
2025 Q1
|
4/24/2025 |
37
|
$210 M
|
| WJ Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
80
|
$280 M
|
| Guardian Asset Advisors, LLC |
2025 Q1
|
4/24/2025 |
119
|
$150 M
|
| Sicart Associates LLC |
2025 Q1
|
4/24/2025 |
66
|
$290 M
|
| Convergence Financial, LLC |
2025 Q1
|
4/24/2025 |
167
|
$510 M
|
| Aljian Capital Management, LLC |
2025 Q1
|
4/24/2025 |
117
|
$420 M
|
| Clay Northam Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
90
|
$140 M
|
| Westfuller Advisors, LLC |
2025 Q1
|
4/24/2025 |
98
|
$150 M
|
| Wall Street Financial Group, Inc. |
2025 Q1
|
4/24/2025 |
41
|
$96 M
|
| K.J. Harrison & Partners Inc |
2025 Q1
|
4/24/2025 |
170
|
$510 M
|
| Legacy Wealth Management, Inc |
2025 Q1
|
4/24/2025 |
40
|
$1.5 B
|
| Joel Isaacson & Co., LLC |
2025 Q1
|
4/24/2025 |
398
|
$2.2 B
|
| RCS Financial Planning, LLC |
2025 Q1
|
4/24/2025 |
76
|
$190 M
|
| TBH Global Asset Management, LLC |
2025 Q1
|
4/24/2025 |
170
|
$520 M
|
| RBA Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
94
|
$250 M
|
| Cohen Investment Advisors LLC |
2025 Q1
|
4/24/2025 |
79
|
$160 M
|
| Lisanti Capital Growth, LLC |
2025 Q1
|
4/24/2025 |
108
|
$340 M
|
| McGuire Investment Group, LLC |
2025 Q1
|
4/24/2025 |
111
|
$670 M
|
| Journey Beyond Wealth, LLC |
2025 Q1
|
4/24/2025 |
29
|
$110 M
|
| Root Financial Partners, LLC |
2025 Q1
|
4/24/2025 |
210
|
$940 M
|
| Financial Insights, Inc. |
2025 Q1
|
4/24/2025 |
111
|
$250 M
|
| AMARA FINANCIAL, LLC. |
2025 Q1
|
4/24/2025 |
45
|
$110 M
|
| Almanack Investment Partners, LLC. |
2025 Q1
|
4/24/2025 |
154
|
$500 M
|
| Emerald Advisors, LLC |
2025 Q1
|
4/24/2025 |
94
|
$750 M
|
| Grunden Financial Advisory, Inc. |
2025 Q1
|
4/24/2025 |
25
|
$210 M
|
| L.K. Benson & Company, P.C. |
2025 Q1
|
4/24/2025 |
98
|
$140 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2025 Q1
|
4/24/2025 |
40
|
$190 M
|
| LITTLE HOUSE CAPITAL LLC |
2025 Q1
|
4/24/2025 |
131
|
$360 M
|
| COREPATH WEALTH PARTNERS LLC |
2025 Q1
|
4/24/2025 |
30
|
$100 M
|
| Clarus Group, Inc. |
2025 Q1
|
4/24/2025 |
97
|
$260 M
|
| Uniting Wealth Partners, LLC |
2025 Q1
|
4/24/2025 |
108
|
$200 M
|
| WealthBridge Capital Management, LLC |
2025 Q1
|
4/24/2025 |
201
|
$350 M
|
| Colonial River Investments, LLC |
2025 Q1
|
4/24/2025 |
202
|
$180 M
|
| BEACON FINANCIAL PLANNING, INC |
2025 Q1
|
4/24/2025 |
48
|
$170 M
|
| CFM WEALTH PARTNERS LLC |
2025 Q1
|
4/24/2025 |
139
|
$570 M
|
| Salus Financial Advisors, LLC |
2025 Q1
|
4/24/2025 |
34
|
$130 M
|
| Cambridge Advisors Inc. |
2025 Q1
|
4/24/2025 |
175
|
$460 M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2025 Q1
|
4/24/2025 |
124
|
$490 M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2025 Q1
|
4/24/2025 |
99
|
$130 M
|
| Hobbs Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
41
|
$88 M
|
| Mallini Complete Financial Planning LLC |
2025 Q1
|
4/24/2025 |
59
|
$100 M
|
| J. L. Bainbridge & Co., Inc. |
2025 Q1
|
4/24/2025 |
103
|
$1.0 B
|
| Overbrook Management Corp |
2025 Q1
|
4/24/2025 |
47
|
$430 M
|
| Laurel Wealth Planning LLC |
2025 Q1
|
4/24/2025 |
56
|
$150 M
|
| Altus Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
41
|
$210 M
|
| Golden State Wealth Management, LLC |
2025 Q1 - RESTATEMENT
|
4/24/2025 |
1,636
|
$670 M
|
| Capitol Family Office, Inc. |
2025 Q1 - RESTATEMENT
|
4/24/2025 |
48
|
$71 M
|
| Marathon Asset Management Ltd |
2025 Q1
|
4/24/2025 |
81
|
$3.3 B
|
| Westend Capital Management, LLC |
2025 Q1
|
4/24/2025 |
232
|
$260 M
|
| QVR LLC |
2024 Q4
|
4/24/2025 |
1
|
$0
|
| Confluence Wealth Services, Inc. |
2025 Q1
|
4/24/2025 |
335
|
$1.6 B
|
| CWC Advisors, LLC. |
2025 Q1
|
4/24/2025 |
138
|
$180 M
|
| Monument Group Wealth Advisors, LLC |
2025 Q1
|
4/24/2025 |
51
|
$140 M
|
| RENAISSANCERE HOLDINGS LTD |
2024 Q4
|
4/24/2025 |
3
|
$120 M
|
| RENAISSANCERE HOLDINGS LTD |
2024 Q3
|
4/24/2025 |
3
|
$130 M
|
| RENAISSANCERE HOLDINGS LTD |
2024 Q1
|
4/24/2025 |
3
|
$120 M
|
| RENAISSANCERE HOLDINGS LTD |
2024 Q2
|
4/24/2025 |
3
|
$110 M
|
| RENAISSANCERE HOLDINGS LTD |
2023 Q4
|
4/24/2025 |
3
|
$110 M
|
| Fulcrum Asset Management LLP |
2025 Q1
|
4/24/2025 |
205
|
$520 M
|
| PATRON PARTNERS, LLC |
2025 Q1
|
4/24/2025 |
176
|
$180 M
|
| Westwind Capital |
2025 Q1
|
4/24/2025 |
38
|
$400 M
|
| Smart Portfolios, LLC |
2025 Q1
|
4/24/2025 |
94
|
$92 M
|
| Mendel Capital Management LLC |
2025 Q1
|
4/24/2025 |
101
|
$170 M
|
| Financial Futures Ltd Liability Co. |
2025 Q1
|
4/24/2025 |
60
|
$180 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/24/2025 |
206
|
$270 M
|
| Heirloom Wealth Management |
2025 Q1
|
4/24/2025 |
42
|
$350 M
|
| HOERTKORN RICHARD CHARLES |
2025 Q1
|
4/24/2025 |
81
|
$220 M
|
| FINANCIAL LIFE ADVISORS |
2025 Q1
|
4/24/2025 |
51
|
$270 M
|
| Allspring Global Investments Holdings, LLC |
2025 Q1
|
4/24/2025 |
3,333
|
$58 B
|
| Great Mountain Partners LLC |
2025 Q1
|
4/24/2025 |
1
|
$210 M
|
| SURIENCE PRIVATE WEALTH LLC |
2025 Q1
|
4/24/2025 |
28
|
$58 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/24/2025 |
393
|
$1.7 B
|
| VISTA INVESTMENT PARTNERS II, LLC |
2025 Q1
|
4/24/2025 |
131
|
$180 M
|
| Bordeaux Wealth Advisors LLC |
2025 Q1
|
4/24/2025 |
158
|
$540 M
|
| Decker Retirement Planning Inc. |
2025 Q1
|
4/24/2025 |
214
|
$160 M
|
| VILLERE ST DENIS J & CO LLC |
2025 Q1
|
4/24/2025 |
83
|
$1.0 B
|
| Sunbelt Securities, Inc. |
2025 Q1
|
4/24/2025 |
1,795
|
$1.1 B
|