| COOPER INVESTORS PTY LTD |
2025 Q1
|
4/22/2025 |
47
|
$620 M
|
| Systelligence, LLC |
2025 Q1
|
4/22/2025 |
46
|
$420 M
|
| Mascagni Wealth Management, Inc. |
2024 Q4 - RESTATEMENT
|
4/22/2025 |
112
|
$100 M
|
| Symphony Financial, Ltd. Co. |
2025 Q1
|
4/22/2025 |
90
|
$170 M
|
| Mascagni Wealth Management, Inc. |
2025 Q1 - RESTATEMENT
|
4/22/2025 |
112
|
$100 M
|
| Clearview Wealth Advisors LLC |
2025 Q1
|
4/22/2025 |
99
|
$130 M
|
| OPPENHEIMER & CO INC |
2025 Q1
|
4/22/2025 |
1,564
|
$6.6 B
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
2025 Q1
|
4/22/2025 |
3,204
|
$8.1 B
|
| Valmark Advisers, Inc. |
2025 Q1
|
4/22/2025 |
602
|
$6.6 B
|
| Value Star Asset Management (Hong Kong) Ltd |
2025 Q1
|
4/22/2025 |
10
|
$16 M
|
| Goelzer Investment Management, Inc. |
2025 Q1
|
4/22/2025 |
228
|
$1.7 B
|
| Uncommon Cents Investing LLC |
2025 Q1
|
4/22/2025 |
195
|
$340 M
|
| Eagle Strategies LLC |
2025 Q1
|
4/22/2025 |
213
|
$580 M
|
| Walkner Condon Financial Advisors LLC |
2025 Q1
|
4/22/2025 |
267
|
$490 M
|
| Post Resch Tallon Group Inc. |
2025 Q1
|
4/22/2025 |
102
|
$98 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
2025 Q1
|
4/22/2025 |
98
|
$410 M
|
| CHAPIN DAVIS, INC. |
2025 Q1
|
4/22/2025 |
224
|
$290 M
|
| David Kennon Inc |
2025 Q1
|
4/22/2025 |
36
|
$250 M
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2025 Q1
|
4/22/2025 |
53
|
$95 M
|
| Guardian Financial Partners, LLC |
2025 Q1
|
4/22/2025 |
56
|
$210 M
|
| Mokosak Advisory Group, LLC |
2025 Q1
|
4/22/2025 |
34
|
$320 M
|
| SC&H Financial Advisors, Inc. |
2025 Q1
|
4/22/2025 |
151
|
$510 M
|
| Private Harbour Investment Management & Counsel, LLC |
2025 Q1
|
4/22/2025 |
39
|
$90 M
|
| Blossom Wealth Management |
2025 Q1
|
4/22/2025 |
69
|
$50 M
|
| Johnson Bixby & Associates, LLC |
2025 Q1
|
4/22/2025 |
115
|
$670 M
|
| SCHARF INVESTMENTS, LLC |
2025 Q1
|
4/22/2025 |
69
|
$3.3 B
|
| Narwhal Capital Management |
2025 Q1
|
4/22/2025 |
161
|
$1.1 B
|
| Foundation Wealth Management, LLC\PA |
2025 Q1
|
4/22/2025 |
88
|
$210 M
|
| GHP Investment Advisors, Inc. |
2025 Q1
|
4/23/2025 |
1,173
|
$2.1 B
|
| BridgePort Financial Solutions, LLC |
2025 Q1
|
4/22/2025 |
160
|
$220 M
|
| VERUS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025 |
68
|
$91 M
|
| Continuum Advisory, LLC |
2025 Q1
|
4/22/2025 |
1,658
|
$780 M
|
| EQ WEALTH ADVISORS, LLC |
2025 Q1
|
4/22/2025 |
279
|
$130 M
|
| Ausbil Investment Management Ltd |
2025 Q1
|
4/22/2025 |
66
|
$160 M
|
| Vantage Point Financial LLC |
2025 Q1
|
4/22/2025 |
131
|
$200 M
|
| Team Financial Group, LLC |
2025 Q1
|
4/22/2025 |
39
|
$170 M
|
| Crewe Advisors LLC |
2025 Q1
|
4/22/2025 |
716
|
$710 M
|
| Hofer & Associates. Inc |
2025 Q1
|
4/22/2025 |
57
|
$150 M
|
| Longboard Asset Management, LP |
2025 Q1
|
4/22/2025 |
150
|
$34 M
|
| Professional Financial Advisors, LLC |
2025 Q1
|
4/22/2025 |
108
|
$390 M
|
| MONEYWISE, INC. |
2025 Q1
|
4/22/2025 |
56
|
$190 M
|
| Citrine Capital LLC |
2025 Q1
|
4/22/2025 |
37
|
$160 M
|
| Consolidated Portfolio Review Corp |
2025 Q1
|
4/22/2025 |
378
|
$620 M
|
| Gallagher Capital Advisors, LLC |
2025 Q1
|
4/22/2025 |
66
|
$130 M
|
| AssuredPartners Investment Advisors, LLC |
2025 Q1
|
4/22/2025 |
326
|
$520 M
|
| Legacy Advisors, LLC |
2025 Q1
|
4/22/2025 |
433
|
$970 M
|
| Capitol Family Office, Inc. |
2025 Q1
|
4/22/2025 |
36
|
$76 M
|
| Palisade Asset Management, LLC |
2025 Q1
|
4/22/2025 |
192
|
$970 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q1
|
4/22/2025 |
155
|
$240 M
|
| FORM Wealth Advisors, LLC |
2025 Q1
|
4/22/2025 |
62
|
$740 M
|
| JB Capital LLC |
2025 Q1
|
4/22/2025 |
221
|
$1.8 B
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/22/2025 |
122
|
$110 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2025 Q1
|
4/22/2025 |
214
|
$770 M
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2025 Q1
|
4/22/2025 |
78
|
$180 M
|
| Smith & Howard Wealth Management, LLC |
2025 Q1
|
4/22/2025 |
82
|
$370 M
|
| Davidson Kahn Capital Management, LLC |
2025 Q1
|
4/22/2025 |
54
|
$130 M
|
| WoodTrust Financial Corp |
2025 Q1
|
4/22/2025 |
230
|
$710 M
|
| Integris Wealth Management, LLC |
2025 Q1
|
4/22/2025 |
103
|
$350 M
|
| Investment Planning Advisors, Inc. |
2025 Q1
|
4/22/2025 |
70
|
$250 M
|
| Keudell/Morrison Wealth Management |
2025 Q1
|
4/22/2025 |
218
|
$420 M
|
| Embree Financial Group |
2025 Q1
|
4/22/2025 |
202
|
$600 M
|
| YHB Investment Advisors, Inc. |
2025 Q1
|
4/22/2025 |
290
|
$1.2 B
|
| Keystone Financial Services |
2025 Q1
|
4/22/2025 |
216
|
$260 M
|
| Sunesis Advisors, LLC |
2025 Q1
|
4/22/2025 |
44
|
$180 M
|
| Ledyard National Bank |
2025 Q1
|
4/22/2025 |
305
|
$1.0 B
|
| Spinnaker Investment Group, LLC |
2025 Q1
|
4/22/2025 |
104
|
$440 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
2025 Q1
|
4/22/2025 |
176
|
$820 M
|
| 5T Wealth, LLC |
2025 Q1
|
4/22/2025 |
98
|
$190 M
|
| Antonelli Financial Advisors, LLC |
2025 Q1
|
4/22/2025 |
46
|
$120 M
|
| CAPSTONE CAPITAL LLC |
2025 Q1
|
4/22/2025 |
23
|
$120 M
|
| HWG Holdings LP |
2025 Q1
|
4/22/2025 |
131
|
$220 M
|
| Brueske Advisory Services, LLC |
2025 Q1
|
4/22/2025 |
52
|
$110 M
|
| Fort Henry Capital, LLC |
2025 Q1
|
4/22/2025 |
14
|
$140 M
|
| Stiles Financial Services Inc |
2025 Q1
|
4/22/2025 |
170
|
$260 M
|
| Whalen Wealth Management Inc. |
2025 Q1
|
4/22/2025 |
117
|
$150 M
|
| Palumbo Wealth Management LLC |
2025 Q1
|
4/22/2025 |
187
|
$300 M
|
| PURSUE WEALTH PARTNERS LLC |
2025 Q1
|
4/22/2025 |
120
|
$160 M
|
| M3 Advisory Group, LLC |
2025 Q1
|
4/22/2025 |
136
|
$130 M
|
| Centerpoint Advisory Group |
2025 Q1
|
4/22/2025 |
94
|
$100 M
|
| FMA Wealth Management, LLC |
2025 Q1
|
4/22/2025 |
42
|
$130 M
|
| TrueMark Investments, LLC |
2025 Q1
|
4/22/2025 |
200
|
$380 M
|
| Joel Adams & Associates, Inc. |
2025 Q1
|
4/22/2025 |
61
|
$110 M
|
| Moser Wealth Advisors, LLC |
2025 Q1
|
4/22/2025 |
162
|
$190 M
|
| JMAC ENTERPRISES LLC |
2025 Q1
|
4/22/2025 |
111
|
$420 M
|
| ACORN CREEK CAPITAL LLC |
2025 Q1
|
4/22/2025 |
78
|
$200 M
|
| Verde Servicos Internacionais S.A. |
2025 Q1
|
4/22/2025 |
34
|
$180 M
|
| CABANA LLC |
2025 Q1
|
4/22/2025 |
13
|
$16 M
|
| Three Cord True Wealth Management, LLC |
2025 Q1
|
4/22/2025 |
27
|
$120 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2025 Q1
|
4/22/2025 |
122
|
$200 M
|
| Consolidated Planning Corp |
2025 Q1
|
4/22/2025 |
182
|
$730 M
|
| Diversified Portfolios, Inc. |
2025 Q1
|
4/22/2025 |
141
|
$950 M
|
| Runnymede Capital Advisors, Inc. |
2025 Q1
|
4/22/2025 |
323
|
$100 M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/22/2025 |
9
|
$48 M
|
| Tanglewood Legacy Advisors, LLC |
2025 Q1
|
4/22/2025 |
293
|
$230 M
|
| SHARIAPORTFOLIO, INC. |
2025 Q1
|
4/22/2025 |
26
|
$190 M
|
| Yoder Wealth Management, Inc. |
2025 Q1
|
4/22/2025 |
108
|
$180 M
|
| Park Capital Management, LLC / WI |
2025 Q1
|
4/22/2025 |
60
|
$86 M
|
| CV Advisors LLC |
2025 Q1
|
4/22/2025 |
36
|
$280 M
|
| XML Financial, LLC |
2025 Q1
|
4/22/2025 |
373
|
$1.1 B
|
| DOPKINS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025 |
84
|
$200 M
|