| EDMP, INC. |
2024 Q4
|
1/29/2025 |
65
|
$110 M
|
| Index Fund Advisors, Inc. |
2024 Q4
|
1/29/2025 |
106
|
$1.9 B
|
| Oceanside Advisors LLC |
2024 Q4
|
1/29/2025 |
50
|
$130 M
|
| SHAKER INVESTMENTS LLC/OH |
2024 Q4
|
1/29/2025 |
89
|
$240 M
|
| Towneley Capital Management, Inc / DE |
2024 Q4
|
1/29/2025 |
45
|
$420 M
|
| UNICOM Systems, Inc. |
2024 Q4
|
1/29/2025 |
21
|
$410 M
|
| Cardinal Strategic Wealth Guidance |
2024 Q4
|
1/29/2025 |
83
|
$310 M
|
| New Republic Capital, LLC |
2024 Q4
|
1/29/2025 |
234
|
$150 M
|
| Balentine LLC |
2024 Q4
|
1/29/2025 |
181
|
$2.5 B
|
| Catawba River Capital |
2024 Q4
|
1/29/2025 |
18
|
$170 M
|
| Sovran Advisors, LLC |
2024 Q4
|
1/29/2025 |
408
|
$700 M
|
| Strengthening Families & Communities, LLC |
2024 Q4
|
1/29/2025 |
409
|
$180 M
|
| Compound Global Advisors, LLC |
2024 Q4
|
1/29/2025 |
39
|
$25 M
|
| Peterson Wealth Services |
2024 Q4
|
1/29/2025 |
217
|
$330 M
|
| McBroom & Associates, LLC |
2024 Q4
|
1/29/2025 |
35
|
$180 M
|
| Axecap Investments, LLC |
2024 Q4
|
1/29/2025 |
70
|
$130 M
|
| Sage Private Wealth Group, LLC |
2022 Q4
|
1/29/2025 |
45
|
$84 M
|
| Capital Wealth Alliance, LLC |
2024 Q4
|
1/29/2025 |
80
|
$180 M
|
| Single Point Partners, LLC |
2024 Q4
|
1/29/2025 |
81
|
$430 M
|
| CIGNA INVESTMENTS INC /NEW |
2024 Q4
|
1/29/2025 |
458
|
$570 M
|
| Atlantic Edge Private Wealth Management, LLC |
2024 Q4
|
1/29/2025 |
485
|
$320 M
|
| Wealthcare Capital Partners, LLC |
2024 Q4
|
1/29/2025 |
118
|
$190 M
|
| True Vision MN LLC |
2024 Q4
|
1/29/2025 |
98
|
$170 M
|
| Latitude Advisors, LLC |
2024 Q4
|
1/29/2025 |
185
|
$180 M
|
| Tide Cove Capital Partners LLC |
2024 Q4 - RESTATEMENT
|
1/29/2025 |
11
|
$120 M
|
| HARTLINE INVESTMENT CORP/ |
2024 Q4
|
1/29/2025 |
96
|
$870 M
|
| Stonebridge Financial Group, LLC |
2024 Q4
|
1/29/2025 |
834
|
$910 M
|
| Clarus Group, Inc. |
2024 Q4
|
1/29/2025 |
102
|
$280 M
|
| Bonfire Financial |
2024 Q4
|
1/29/2025 |
51
|
$110 M
|
| Core Alternative Capital |
2024 Q4
|
1/29/2025 |
360
|
$480 M
|
| Carnegie Lake Advisors LLC |
2024 Q4
|
1/29/2025 |
163
|
$250 M
|
| Wasserstein Debt Opportunities Management, L.P. |
2024 Q4
|
1/29/2025 |
1
|
$130 M
|
| First Fiduciary Investment Counsel, Inc. |
2024 Q4
|
1/29/2025 |
66
|
$490 M
|
| Focus Financial Network, Inc. |
2024 Q4
|
1/29/2025 |
665
|
$2.5 B
|
| Summit Trail Advisors, LLC |
2024 Q4
|
1/29/2025 |
390
|
$2.7 B
|
| Lightrock Netherlands B.V. |
2024 Q4
|
1/29/2025 |
38
|
$290 M
|
| POM Investment Strategies, LLC |
2024 Q4
|
1/29/2025 |
342
|
$130 M
|
| Paladin Wealth, LLC |
2024 Q4
|
1/29/2025 |
95
|
$120 M
|
| Pachira Investments Inc. |
2024 Q4
|
1/29/2025 |
56
|
$160 M
|
| SAPIENT CAPITAL LLC |
2024 Q4
|
1/29/2025 |
368
|
$5.2 B
|
| MADDEN SECURITIES Corp |
2024 Q4
|
1/29/2025 |
110
|
$250 M
|
| Pineridge Advisors LLC |
2024 Q4
|
1/29/2025 |
633
|
$260 M
|
| Principle Wealth Partners LLC |
2024 Q4
|
1/29/2025 |
334
|
$1.4 B
|
| Panoramic Capital Partners, LLC |
2024 Q4
|
1/29/2025 |
59
|
$110 M
|
| DEERE & CO |
2024 Q4
|
1/29/2025 |
5
|
$0
|
| International Private Wealth Advisors LLC |
2024 Q4
|
1/29/2025 |
152
|
$100 M
|
| Byrne Asset Management LLC |
2024 Q3 - RESTATEMENT
|
1/29/2025 |
541
|
$150 M
|
| Ocean Park Asset Management, LLC |
2024 Q4
|
1/29/2025 |
82
|
$2.9 B
|
| GOLDEN ROAD ADVISORS LLC |
2024 Q4
|
1/29/2025 |
39
|
$130 M
|
| FIRST NATIONAL CORP /MA/ /ADV |
2024 Q4
|
1/29/2025 |
153
|
$440 M
|
| Arlington Trust Co LLC |
2024 Q4
|
1/29/2025 |
551
|
$480 M
|
| Essex Financial Services, Inc. |
2024 Q4
|
1/29/2025 |
630
|
$1.4 B
|
| CAMBIAR INVESTORS LLC |
2024 Q4
|
1/29/2025 |
154
|
$2.5 B
|
| BostonPremier Wealth LLC |
2024 Q4
|
1/29/2025 |
59
|
$170 M
|
| Violich Capital Management, Inc. |
2024 Q4
|
1/29/2025 |
107
|
$770 M
|
| Armor Investment Advisors, LLC |
2024 Q4
|
1/29/2025 |
159
|
$240 M
|
| Longitude (Cayman) Ltd. |
2024 Q4
|
1/29/2025 |
43
|
$480 M
|
| Mill Creek Capital Advisors, LLC |
2024 Q4
|
1/29/2025 |
259
|
$4.2 B
|
| AEGON USA Investment Management, LLC |
2024 Q4
|
1/29/2025 |
36
|
$130 M
|
| EQUITEC PROPRIETARY MARKETS, LLC |
2024 Q4
|
1/29/2025 |
72
|
$100 M
|
| Arlington Partners LLC |
2024 Q4
|
1/29/2025 |
58
|
$260 M
|
| EQUITABLE TRUST CO |
2024 Q4
|
1/29/2025 |
749
|
$1.8 B
|
| Aubrey Capital Management Ltd |
2024 Q4
|
1/29/2025 |
51
|
$260 M
|
| Global Wealth Management Investment Advisory, Inc. |
2024 Q4
|
1/29/2025 |
143
|
$490 M
|
| Bristlecone Advisors, LLC |
2024 Q4
|
1/29/2025 |
376
|
$1.3 B
|
| Powell Investment Advisors, LLC |
2024 Q4
|
1/29/2025 |
157
|
$220 M
|
| NORTHSTAR ASSET MANAGEMENT Co LLC |
2024 Q4
|
1/29/2025 |
200
|
$440 M
|
| Eukles Asset Management |
2024 Q4
|
1/29/2025 |
229
|
$230 M
|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2024 Q4
|
1/29/2025 |
150
|
$330 M
|
| Westmount Partners, LLC |
2023 Q1
|
1/29/2025 |
184
|
$220 M
|
| Constellation Investments, Inc. |
2024 Q4
|
1/29/2025 |
17
|
$2.2 B
|
| SYCOMORE ASSET MANAGEMENT |
2024 Q4
|
1/29/2025 |
74
|
$700 M
|
| DekaBank Deutsche Girozentrale |
2024 Q4
|
1/29/2025 |
2,030
|
$54 B
|
| Regents Gate Capital LLP |
2024 Q4
|
1/29/2025 |
51
|
$250 M
|
| Soltis Investment Advisors LLC |
2024 Q4
|
1/29/2025 |
372
|
$1.1 B
|
| swisspartners Advisors Ltd |
2024 Q4
|
1/29/2025 |
25
|
$93 M
|
| FSR Wealth Management Ltd. |
2024 Q4
|
1/29/2025 |
41
|
$80 M
|
| Cornerstone Planning Group LLC |
2024 Q4
|
1/29/2025 |
1,405
|
$410 M
|
| Cryder Capital Partners LLP |
2024 Q4
|
1/29/2025 |
9
|
$1.4 B
|
| Quilter Plc |
2024 Q4
|
1/29/2025 |
311
|
$5.1 B
|
| DecisionPoint Financial, LLC |
2024 Q4
|
1/28/2025 |
273
|
$330 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2024 Q4
|
1/28/2025 |
348
|
$5.3 B
|
| Sensible Money, LLC |
2024 Q4
|
1/28/2025 |
82
|
$230 M
|
| Comprehensive Financial Planning, Inc./PA |
2024 Q4
|
1/28/2025 |
361
|
$120 M
|
| SALZHAUER MICHAEL |
2024 Q4
|
1/28/2025 |
79
|
$200 M
|
| Fonville Wealth Management LLC |
2024 Q4
|
1/28/2025 |
107
|
$300 M
|
| Four Tree Island Advisory LLC |
2024 Q4
|
1/28/2025 |
23
|
$140 M
|
| MBA Advisors LLC |
2024 Q4
|
1/28/2025 |
128
|
$200 M
|
| Elevate Capital Advisors, LLC |
2024 Q4
|
1/28/2025 |
65
|
$110 M
|
| Vested Financial Planning, LLC |
2024 Q4
|
1/28/2025 |
25
|
$110 M
|
| Wingate Wealth Advisors, Inc. |
2024 Q4
|
1/28/2025 |
477
|
$100 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2024 Q4
|
1/28/2025 |
509
|
$240 M
|
| Opal Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
191
|
$330 M
|
| Gunma Bank,Ltd. |
2024 Q4
|
1/28/2025 |
33
|
$300 M
|
| Silicon Valley Capital Partners |
2024 Q4
|
1/28/2025 |
315
|
$900 M
|
| Elser Financial Planning, Inc |
2024 Q4
|
1/28/2025 |
110
|
$1.7 B
|
| XY Capital Ltd |
2024 Q4
|
1/28/2025 |
192
|
$210 M
|
| THOMAS STORY & SON LLC |
2024 Q4
|
1/28/2025 |
51
|
$240 M
|
| MFA WEALTH ADVISORS, LLC |
2024 Q4
|
1/28/2025 |
75
|
$390 M
|
| Harbour Trust & Investment Management Co |
2024 Q4
|
1/28/2025 |
296
|
$880 M
|