| Wagner Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
241
|
$390 M
|
| Burns Matteson Capital Management, LLC |
2024 Q4
|
1/28/2025 |
161
|
$180 M
|
| Luminvest Wealth Management LLC |
2024 Q4
|
1/28/2025 |
32
|
$250 M
|
| GGM Financials LLC |
2024 Q4
|
1/28/2025 |
55
|
$94 M
|
| Savant Capital, LLC |
2024 Q4
|
1/28/2025 |
1,422
|
$13 B
|
| Canvas Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
177
|
$400 M
|
| RAM Investment Partners, LLC |
2024 Q4
|
1/28/2025 |
149
|
$410 M
|
| ANGELES WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/28/2025 |
369
|
$1.2 B
|
| Liberty Capital Management, Inc. |
2024 Q4
|
1/28/2025 |
159
|
$450 M
|
| Newbridge Financial Services Group, Inc. |
2024 Q4
|
1/28/2025 |
1,136
|
$390 M
|
| OMC Financial Services LTD |
2024 Q4
|
1/28/2025 |
63
|
$240 M
|
| William Howard & Co Financial Advisors Inc |
2024 Q4
|
1/28/2025 |
52
|
$110 M
|
| Coronation Fund Managers Ltd. |
2024 Q4
|
1/28/2025 |
81
|
$1.7 B
|
| Activest Wealth Management |
2024 Q4
|
1/28/2025 |
1,201
|
$360 M
|
| V2 Financial group LLC |
2024 Q4
|
1/28/2025 |
81
|
$160 M
|
| Efficient Frontier Advisors LLC |
2024 Q4
|
1/28/2025 |
17
|
$150 M
|
| a16z Perennial Management, L.P. |
2024 Q4
|
1/28/2025 |
46
|
$870 M
|
| Stone Summit Wealth LLC |
2024 Q4
|
1/28/2025 |
138
|
$300 M
|
| WILSEY ASSET MANAGEMENT INC |
2024 Q4
|
1/28/2025 |
23
|
$540 M
|
| Reliant Wealth Planning |
2024 Q4
|
1/28/2025 |
28
|
$210 M
|
| Wealthstar Advisors, LLC |
2024 Q4
|
1/28/2025 |
130
|
$230 M
|
| Stiles Financial Services Inc |
2024 Q4
|
1/28/2025 |
183
|
$280 M
|
| Martin Capital Advisors, LLP |
2024 Q4
|
1/28/2025 |
69
|
$160 M
|
| LJI Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
181
|
$510 M
|
| HTLF Bank |
2024 Q4
|
1/28/2025 |
345
|
$880 M
|
| Tevis Investment Management |
2024 Q4
|
1/28/2025 |
96
|
$130 M
|
| LMDAGG, L.L.C. |
2024 Q4
|
1/28/2025 |
1
|
$34 M
|
| Altos Ventures Management, Inc. |
2024 Q4
|
1/28/2025 |
1
|
$870 M
|
| Qiming U.S. Ventures Management, LLC |
2024 Q4
|
1/28/2025 |
6
|
$51 M
|
| Origin Asset Management LLP |
2024 Q4
|
1/28/2025 |
7
|
$43 M
|
| Focused Wealth Management, Inc |
2024 Q4
|
1/28/2025 |
185
|
$740 M
|
| Legacy Financial Strategies, LLC |
2024 Q4
|
1/28/2025 |
119
|
$460 M
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2024 Q4
|
1/28/2025 |
661
|
$12 B
|
| 17 CAPITAL PARTNERS, LLC |
2024 Q4
|
1/28/2025 |
134
|
$160 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/28/2025 |
55
|
$160 M
|
| Compass Financial Services Inc |
2024 Q4
|
1/28/2025 |
205
|
$180 M
|
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2024 Q4
|
1/28/2025 |
1,416
|
$5.9 B
|
| Pelham Capital Ltd. |
2024 Q4
|
1/28/2025 |
13
|
$170 M
|
| Rede Wealth, LLC |
2024 Q4
|
1/28/2025 |
141
|
$260 M
|
| Hestia Capital Management, LLC |
2024 Q4
|
1/28/2025 |
30
|
$150 M
|
| Robinson Value Management, Ltd. |
2024 Q4
|
1/28/2025 |
75
|
$150 M
|
| Family Capital Trust Co |
2024 Q4
|
1/28/2025 |
61
|
$300 M
|
| Stephens Investment Management Group LLC |
2024 Q4
|
1/28/2025 |
171
|
$7.5 B
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/28/2025 |
283
|
$2.3 B
|
| Visionary Horizons, LLC |
2024 Q4
|
1/28/2025 |
89
|
$150 M
|
| Quotient Wealth Partners, LLC |
2024 Q4
|
1/28/2025 |
325
|
$3.1 B
|
| Alliance Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
145
|
$180 M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2024 Q4
|
1/28/2025 |
773
|
$11 B
|
| Portfolio Strategies, Inc. |
2024 Q4
|
1/28/2025 |
40
|
$700 M
|
| Essex LLC |
2024 Q4
|
1/28/2025 |
170
|
$480 M
|
| Moser Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
136
|
$190 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2024 Q4
|
1/28/2025 |
136
|
$3.0 B
|
| FINANCIAL LIFE ADVISORS |
2024 Q4
|
1/28/2025 |
46
|
$270 M
|
| North Growth Management Ltd. |
2024 Q4
|
1/28/2025 |
46
|
$530 M
|
| STEPHENS INC /AR/ |
2024 Q4
|
1/28/2025 |
1,269
|
$7.1 B
|
| RAMSEY QUANTITATIVE SYSTEMS |
2024 Q4
|
1/28/2025 |
2
|
$71 M
|
| Stockman Wealth Management, Inc. |
2024 Q4
|
1/28/2025 |
165
|
$640 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2024 Q4
|
1/28/2025 |
182
|
$2.3 B
|
| RFP Financial Group LLC |
2024 Q4
|
1/28/2025 |
116
|
$260 M
|
| BENEDICT FINANCIAL ADVISORS INC |
2024 Q4
|
1/28/2025 |
123
|
$410 M
|
| Richard C. Young & CO., LTD. |
2024 Q4
|
1/28/2025 |
87
|
$920 M
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2024 Q4
|
1/28/2025 |
75
|
$320 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2024 Q4
|
1/28/2025 |
116
|
$280 M
|
| Birch Hill Investment Advisors LLC |
2024 Q4
|
1/28/2025 |
181
|
$2.2 B
|
| AlphaStar Capital Management, LLC |
2024 Q4
|
1/28/2025 |
201
|
$960 M
|
| WestEnd Advisors, LLC |
2024 Q4
|
1/28/2025 |
341
|
$3.9 B
|
| STONERIDGE INVESTMENT PARTNERS LLC |
2024 Q4
|
1/28/2025 |
135
|
$280 M
|
| WCM INVESTMENT MANAGEMENT, LLC |
2024 Q4
|
1/28/2025 |
288
|
$43 B
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2024 Q4
|
1/28/2025 |
505
|
$700 M
|
| Chaney Capital Management, Inc. |
2024 Q4
|
1/28/2025 |
37
|
$210 M
|
| Entropy Technologies, LP |
2024 Q4
|
1/28/2025 |
691
|
$970 M
|
| Price Capital Management, Inc. |
2024 Q4
|
1/28/2025 |
1
|
$840 k
|
| Empirical Finance, LLC |
2024 Q4
|
1/28/2025 |
500
|
$1.7 B
|
| Empowered Funds, LLC |
2024 Q4
|
1/28/2025 |
3,282
|
$6.8 B
|
| O'Brien Wealth Partners LLC |
2024 Q4
|
1/28/2025 |
67
|
$550 M
|
| Advisory Resource Group |
2024 Q4
|
1/28/2025 |
158
|
$470 M
|
| Seelaus Asset Management LLC |
2024 Q4
|
1/28/2025 |
169
|
$110 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2024 Q4
|
1/28/2025 |
1,774
|
$3.2 B
|
| Hendershot Investments Inc. |
2024 Q4
|
1/28/2025 |
131
|
$730 M
|
| Counterweight Ventures, LLC |
2024 Q4
|
1/28/2025 |
69
|
$140 M
|
| Sanchez Wealth Management Group |
2024 Q4
|
1/28/2025 |
49
|
$370 M
|
| Santori & Peters, Inc. |
2024 Q4
|
1/28/2025 |
66
|
$260 M
|
| FORBES J M & CO LLP |
2024 Q4
|
1/28/2025 |
145
|
$1.0 B
|
| Westmount Partners, LLC |
2022 Q4
|
1/28/2025 |
172
|
$190 M
|
| Wilmington Savings Fund Society, FSB |
2024 Q4
|
1/28/2025 |
2,751
|
$5.6 B
|
| Strid Group, LLC |
2024 Q4
|
1/28/2025 |
60
|
$640 M
|
| American Capital Advisory, LLC |
2024 Q4
|
1/28/2025 |
472
|
$180 M
|
| Serenus Wealth Advisors, LLC |
2024 Q4
|
1/28/2025 |
60
|
$580 M
|
| Windsor Capital Management, LLC |
2024 Q4
|
1/28/2025 |
119
|
$340 M
|
| Byrne Asset Management LLC |
2024 Q3
|
1/28/2025 |
541
|
$150 M
|
| Moloney Securities Asset Management, LLC |
2024 Q4
|
1/28/2025 |
477
|
$750 M
|
| Westmount Partners, LLC |
2023 Q2
|
1/28/2025 |
188
|
$230 M
|
| Westmount Partners, LLC |
2023 Q3
|
1/28/2025 |
195
|
$230 M
|
| Westmount Partners, LLC |
2023 Q4
|
1/28/2025 |
202
|
$240 M
|
| Westmount Partners, LLC |
2024 Q1
|
1/28/2025 |
213
|
$280 M
|
| Westmount Partners, LLC |
2024 Q2
|
1/28/2025 |
219
|
$300 M
|
| Hobart Private Capital, LLC |
2024 Q4
|
1/28/2025 |
152
|
$400 M
|
| Pacific Wealth Strategies Group, Inc. |
2024 Q4
|
1/28/2025 |
55
|
$140 M
|
| NORTHWESTERN UNIVERSITY |
2024 Q4
|
1/28/2025 |
6
|
$62 M
|
| Chronos Wealth Management, LLC |
2024 Q4
|
1/28/2025 |
43
|
$200 M
|