| Longboard Asset Management, LP |
2024 Q4
|
1/27/2025 |
172
|
$38 M
|
| Rockline Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
100
|
$370 M
|
| Stephens Consulting, LLC |
2024 Q4
|
1/27/2025 |
517
|
$400 M
|
| PFS Partners, LLC |
2024 Q4
|
1/27/2025 |
445
|
$190 M
|
| James J. Burns & Company, LLC |
2024 Q4
|
1/27/2025 |
147
|
$580 M
|
| TCG Capital Management, LP |
2024 Q4
|
1/27/2025 |
1
|
$170 M
|
| Kathleen S. Wright Associates Inc. |
2024 Q4
|
1/27/2025 |
298
|
$240 M
|
| Robbins Farley |
2024 Q4
|
1/27/2025 |
158
|
$210 M
|
| Newton One Investments LLC |
2024 Q4
|
1/27/2025 |
122
|
$260 M
|
| Sloy Dahl & Holst, LLC |
2024 Q4
|
1/27/2025 |
109
|
$790 M
|
| WESPAC Advisors SoCal, LLC |
2024 Q4
|
1/27/2025 |
99
|
$440 M
|
| Verity Asset Management, Inc. |
2024 Q4
|
1/27/2025 |
183
|
$180 M
|
| Commonwealth Financial Services, LLC |
2024 Q4
|
1/27/2025 |
192
|
$510 M
|
| MATHER GROUP, LLC. |
2024 Q4
|
1/27/2025 |
1,745
|
$7.7 B
|
| BROWN, LISLE/CUMMINGS, INC. |
2024 Q4
|
1/27/2025 |
638
|
$340 M
|
| Welch Group, LLC |
2024 Q4
|
1/27/2025 |
263
|
$2.2 B
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2024 Q4
|
1/27/2025 |
100
|
$290 M
|
| Stash Investments, LLC |
2024 Q4
|
1/27/2025 |
5
|
$180 M
|
| Citrine Capital LLC |
2024 Q4
|
1/27/2025 |
36
|
$140 M
|
| IMC-Chicago, LLC |
2024 Q4
|
1/27/2025 |
3,302
|
$210 B
|
| Glassy Mountain Advisors, Inc. |
2024 Q4
|
1/27/2025 |
58
|
$290 M
|
| Telos Capital Management, Inc. |
2024 Q4
|
1/27/2025 |
197
|
$940 M
|
| Consolidated Portfolio Review Corp |
2024 Q4
|
1/27/2025 |
371
|
$630 M
|
| Measured Wealth Private Client Group, LLC |
2024 Q4
|
1/27/2025 |
172
|
$310 M
|
| Hedeker Wealth, LLC |
2024 Q4
|
1/27/2025 |
85
|
$400 M
|
| Harbor Island Capital LLC |
2024 Q4
|
1/27/2025 |
15
|
$210 M
|
| Eagle Ridge Investment Management |
2024 Q4
|
1/27/2025 |
148
|
$1.1 B
|
| Caitlin John, LLC |
2024 Q1
|
1/27/2025 |
898
|
$130 M
|
| GHP Investment Advisors, Inc. |
2024 Q4
|
1/27/2025 |
1,178
|
$2.1 B
|
| RIK SAYLOR FINANCIAL, INC. |
2024 Q4
|
1/27/2025 |
79
|
$110 M
|
| Oakworth Capital, Inc. |
2024 Q4
|
1/27/2025 |
778
|
$1.5 B
|
| ARGUS INVESTORS' COUNSEL, INC. |
2024 Q4
|
1/27/2025 |
117
|
$150 M
|
| McHugh Group, LLC |
2024 Q4
|
1/27/2025 |
68
|
$130 M
|
| Wellesley Asset Management |
2024 Q4
|
1/27/2025 |
58
|
$960 M
|
| Buck Wealth Strategies, LLC |
2024 Q4
|
1/27/2025 |
79
|
$480 M
|
| Caitlin John, LLC |
2024 Q2
|
1/27/2025 |
873
|
$140 M
|
| Fractal Investments LLC |
2024 Q4
|
1/27/2025 |
76
|
$650 M
|
| Greenspring Advisors, LLC |
2024 Q4
|
1/27/2025 |
98
|
$460 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2024 Q4
|
1/27/2025 |
75
|
$120 M
|
| Geneva Partners, LLC |
2024 Q4
|
1/27/2025 |
71
|
$250 M
|
| SILVER OAK SECURITIES, INCORPORATED |
2024 Q4
|
1/27/2025 |
628
|
$1.1 B
|
| Etesian Wealth Advisors, Inc. |
2024 Q4
|
1/27/2025 |
141
|
$230 M
|
| Elm3 Financial Group, LLC |
2024 Q4
|
1/27/2025 |
90
|
$120 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2024 Q4
|
1/27/2025 |
220
|
$800 M
|
| Financial Advocates Investment Management |
2024 Q4
|
1/27/2025 |
752
|
$1.8 B
|
| Beacon Financial Advisory LLC |
2024 Q4
|
1/27/2025 |
299
|
$310 M
|
| YANKCOM Partnership |
2024 Q4
|
1/27/2025 |
474
|
$190 M
|
| VAUGHAN & Co SECURITIES, INC. |
2024 Q4
|
1/27/2025 |
54
|
$170 M
|
| Bleakley Financial Group, LLC |
2024 Q4
|
1/27/2025 |
1,051
|
$3.3 B
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2024 Q4
|
1/27/2025 |
231
|
$1.0 B
|
| Long Run Wealth Advisors, LLC |
2024 Q4
|
1/27/2025 |
98
|
$420 M
|
| Kercheville Advisors, LLC |
2024 Q4
|
1/27/2025 |
94
|
$260 M
|
| Centennial Wealth Advisory LLC |
2024 Q4
|
1/27/2025 |
141
|
$260 M
|
| NovaPoint Capital, LLC |
2024 Q4
|
1/27/2025 |
127
|
$330 M
|
| Insight Advisors, LLC/ PA |
2024 Q4
|
1/27/2025 |
292
|
$590 M
|
| State of Alaska, Department of Revenue |
2024 Q4
|
1/27/2025 |
2,111
|
$8.9 B
|
| Private Wealth Management Group, LLC |
2024 Q4
|
1/27/2025 |
1,520
|
$260 M
|
| Adero Partners, LLC |
2024 Q4
|
1/27/2025 |
262
|
$1.6 B
|
| Caitlin John, LLC |
2024 Q4
|
1/27/2025 |
891
|
$150 M
|
| Fruth Investment Management |
2024 Q4
|
1/27/2025 |
216
|
$360 M
|
| Avid Wealth Partners LLC |
2024 Q4
|
1/27/2025 |
45
|
$140 M
|
| Capital Investment Services of America, Inc. |
2024 Q4
|
1/27/2025 |
77
|
$1.0 B
|
| Legacy CG, LLC |
2024 Q4
|
1/27/2025 |
54
|
$330 M
|
| Vision Capital Management, Inc. |
2024 Q4
|
1/27/2025 |
131
|
$680 M
|
| INDEPENDENT INVESTORS INC |
2024 Q4
|
1/27/2025 |
66
|
$510 M
|
| Trilogy Capital Inc. |
2024 Q4
|
1/27/2025 |
329
|
$1.9 B
|
| LILLY ENDOWMENT INC |
2024 Q4
|
1/27/2025 |
1
|
$75 B
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2024 Q4
|
1/27/2025 |
184
|
$580 M
|
| Financial Architects, LLC |
2024 Q4
|
1/27/2025 |
22
|
$160 M
|
| Elemental Capital Partners LLC |
2024 Q4
|
1/27/2025 |
6
|
$110 M
|
| Robertson Stephens Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
557
|
$2.8 B
|
| Benchmark Financial Wealth Advisors, LLC |
2024 Q4
|
1/27/2025 |
100
|
$310 M
|
| Meadow Creek Wealth Advisors LLC |
2024 Q4
|
1/27/2025 |
137
|
$140 M
|
| MONEYWISE, INC. |
2024 Q4
|
1/27/2025 |
51
|
$200 M
|
| Crewe Advisors LLC |
2024 Q4
|
1/27/2025 |
646
|
$730 M
|
| ABSHER WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
69
|
$760 M
|
| Vanderbilt University |
2024 Q4
|
1/27/2025 |
76
|
$510 M
|
| Barton Investment Management |
2024 Q4
|
1/27/2025 |
48
|
$940 M
|
| Optimist Retirement Group LLC |
2024 Q4
|
1/27/2025 |
119
|
$210 M
|
| Jackson, Grant Investment Advisers, Inc. |
2024 Q4
|
1/27/2025 |
396
|
$260 M
|
| LCM Capital Management Inc |
2024 Q4
|
1/27/2025 |
98
|
$180 M
|
| Syntegra Private Wealth Group, LLC |
2024 Q4
|
1/27/2025 |
157
|
$890 M
|
| PRIVATE MANAGEMENT GROUP INC |
2024 Q4
|
1/27/2025 |
211
|
$2.8 B
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2024 Q4
|
1/27/2025 |
66
|
$300 M
|
| Foguth Wealth Management, LLC. |
2024 Q4
|
1/27/2025 |
148
|
$380 M
|
| Onyx Bridge Wealth Group LLC |
2024 Q4
|
1/27/2025 |
284
|
$690 M
|
| Northwest Financial Advisors |
2024 Q2 - RESTATEMENT
|
1/27/2025 |
90
|
$98 M
|
| Greenfield FTC, Inc. |
2024 Q4
|
1/27/2025 |
3
|
$510 M
|
| Clayton Financial Group LLC |
2024 Q4
|
1/27/2025 |
121
|
$280 M
|
| Spider Management Company, LLC |
2024 Q4
|
1/27/2025 |
4
|
$240 M
|
| MERITAGE PORTFOLIO MANAGEMENT |
2024 Q4
|
1/27/2025 |
329
|
$1.6 B
|
| Econ Financial Services Corp |
2024 Q4
|
1/27/2025 |
81
|
$170 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2024 Q4
|
1/27/2025 |
95
|
$120 M
|
| Northwest Financial Advisors |
2024 Q1 - RESTATEMENT
|
1/27/2025 |
86
|
$91 M
|
| Matson Money. Inc. |
2024 Q4
|
1/27/2025 |
9
|
$2.8 B
|
| CHOREO, LLC |
2024 Q4
|
1/27/2025 |
1,609
|
$7.0 B
|
| TECTONIC ADVISORS LLC |
2024 Q4
|
1/27/2025 |
413
|
$1.5 B
|
| DELTEC ASSET MANAGEMENT LLC |
2024 Q4
|
1/27/2025 |
161
|
$510 M
|
| NVWM, LLC |
2024 Q4
|
1/27/2025 |
846
|
$400 M
|
| Martin Capital Partners, LLC |
2024 Q4
|
1/27/2025 |
58
|
$84 M
|