| DOPKINS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025 |
84
|
$200 M
|
| JFS WEALTH ADVISORS, LLC |
2025 Q1
|
4/22/2025 |
1,938
|
$1.5 B
|
| BROWN, LISLE/CUMMINGS, INC. |
2025 Q1
|
4/22/2025 |
784
|
$350 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2025 Q1
|
4/22/2025 |
746
|
$1.9 B
|
| ENCOMPASS WEALTH ADVISORS, LLC |
2025 Q1
|
4/22/2025 |
100
|
$250 M
|
| Prairie Wealth Advisors, Inc. |
2025 Q1
|
4/22/2025 |
142
|
$200 M
|
| Friday Financial |
2025 Q1
|
4/22/2025 |
71
|
$170 M
|
| GRACE & WHITE INC /NY |
2025 Q1
|
4/22/2025 |
135
|
$520 M
|
| Rodgers & Associates, LTD |
2025 Q1
|
4/22/2025 |
97
|
$820 M
|
| AMARILLO NATIONAL BANK |
2025 Q1
|
4/22/2025 |
132
|
$510 M
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2025 Q1
|
4/22/2025 |
99
|
$270 M
|
| Live Oak Private Wealth LLC |
2025 Q1
|
4/22/2025 |
188
|
$620 M
|
| UCLA Foundation |
2025 Q1
|
4/22/2025 |
1
|
$94 M
|
| Illumine Investment Management, LLC |
2025 Q1
|
4/22/2025 |
90
|
$120 M
|
| DUNCKER STREETT & CO INC |
2025 Q1
|
4/22/2025 |
503
|
$500 M
|
| JERICHO FINANCIAL, LLP |
2025 Q1
|
4/22/2025 |
41
|
$140 M
|
| Hudson Value Partners, LLC |
2025 Q1
|
4/22/2025 |
100
|
$270 M
|
| RIDGECREST WEALTH PARTNERS, LLC |
2025 Q1
|
4/22/2025 |
112
|
$190 M
|
| Shelter Mutual Insurance Co |
2025 Q1
|
4/22/2025 |
57
|
$410 M
|
| Shelter Ins Retirement Plan |
2025 Q1
|
4/22/2025 |
8
|
$77 M
|
| First Bancorp, Inc /ME/ |
2025 Q1
|
4/22/2025 |
222
|
$150 M
|
| Comprehensive Money Management Services LLC |
2025 Q1
|
4/22/2025 |
179
|
$120 M
|
| Westhampton Capital, LLC |
2025 Q1
|
4/22/2025 |
114
|
$180 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2025 Q1
|
4/22/2025 |
9
|
$65 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2025 Q1
|
4/22/2025 |
25
|
$65 M
|
| 1858 WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025 |
117
|
$120 M
|
| KENNEDY INVESTMENT GROUP |
2025 Q1
|
4/22/2025 |
125
|
$220 M
|
| Madison Wealth Partners, Inc |
2025 Q1
|
4/22/2025 |
157
|
$410 M
|
| Tassel Capital Management, Inc. |
2025 Q1
|
4/22/2025 |
37
|
$110 M
|
| Veridan Wealth LLC |
2025 Q1
|
4/22/2025 |
80
|
$220 M
|
| Paradiem, LLC |
2025 Q1
|
4/22/2025 |
52
|
$360 M
|
| Cherry Creek Investment Advisors, Inc. |
2025 Q1
|
4/22/2025 |
111
|
$190 M
|
| WealthCare Investment Partners, LLC |
2025 Q1
|
4/22/2025 |
148
|
$240 M
|
| MBE Wealth Management, LLC |
2025 Q1
|
4/22/2025 |
121
|
$210 M
|
| WOLFF WIESE MAGANA LLC |
2025 Q1
|
4/22/2025 |
993
|
$150 M
|
| Cassia Capital Partners, LLC |
2025 Q1
|
4/22/2025 |
56
|
$160 M
|
| Genesee Capital Advisors, LLC |
2025 Q1
|
4/22/2025 |
117
|
$200 M
|
| Avantra Family Wealth, Inc. |
2025 Q1
|
4/22/2025 |
149
|
$100 M
|
| Ergawealth Advisors, Inc. |
2025 Q1
|
4/22/2025 |
60
|
$200 M
|
| Aspire Capital Advisors LLC |
2025 Q1
|
4/22/2025 |
91
|
$340 M
|
| Mendota Financial Group, LLC |
2025 Q1
|
4/22/2025 |
115
|
$92 M
|
| COUNTRY TRUST BANK |
2025 Q1
|
4/22/2025 |
367
|
$4.0 B
|
| Channing Global Advisors, LLC |
2025 Q1
|
4/22/2025 |
47
|
$150 M
|
| Coho Partners, Ltd. |
2025 Q1
|
4/22/2025 |
36
|
$1.7 B
|
| Cambridge Investment Research Advisors, Inc. |
2025 Q1
|
4/22/2025 |
3,495
|
$30 B
|
| Crumly & Associates Inc. |
2025 Q1
|
4/22/2025 |
167
|
$360 M
|
| First Financial Group Corp |
2025 Q1
|
4/22/2025 |
66
|
$88 M
|
| Refined Wealth Management |
2025 Q1
|
4/22/2025 |
27
|
$120 M
|
| CYBER HORNET ETFs LLC |
2025 Q1
|
4/22/2025 |
128
|
$98 M
|
| EWA, LLC |
2025 Q1
|
4/22/2025 |
182
|
$270 M
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025 |
514
|
$310 M
|
| LVZ, Inc. |
2025 Q1
|
4/22/2025 |
148
|
$760 M
|
| Flower City Capital |
2025 Q1
|
4/22/2025 |
38
|
$150 M
|
| Constellation Investments, Inc. |
2025 Q1
|
4/22/2025 |
20
|
$2.1 B
|
| VERITY Wealth Advisors |
2025 Q1
|
4/22/2025 |
72
|
$130 M
|
| Integrity Wealth Solutions LLC |
2025 Q1
|
4/22/2025 |
105
|
$180 M
|
| Kentucky Retirement Systems Insurance Trust Fund |
2025 Q1
|
4/22/2025 |
493
|
$1.4 B
|
| Kentucky Retirement Systems |
2025 Q1
|
4/22/2025 |
504
|
$3.3 B
|
| Manning & Napier Advisors LLC |
2025 Q1
|
4/22/2025 |
287
|
$8.1 B
|
| Vantage Investment Partners, LLC |
2025 Q1
|
4/22/2025 |
64
|
$1.2 B
|
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q1
|
4/22/2025 |
250
|
$1.5 B
|
| Consolidated Investment Group LLC |
2025 Q1
|
4/22/2025 |
68
|
$650 M
|
| ATMOS ADVISORY, LLC |
2025 Q1
|
4/22/2025 |
20
|
$150 M
|
| Center for Financial Planning, Inc. |
2025 Q1
|
4/22/2025 |
700
|
$780 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2025 Q1
|
4/22/2025 |
71
|
$570 M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2025 Q1
|
4/22/2025 |
113
|
$180 M
|
| Portfolio Strategies, Inc. |
2025 Q1
|
4/22/2025 |
47
|
$650 M
|
| HARVEY INVESTMENT CO LLC |
2025 Q1
|
4/22/2025 |
102
|
$900 M
|
| MAD RIVER INVESTORS |
2025 Q1
|
4/22/2025 |
24
|
$240 M
|
| OxenFree Capital LLC |
2025 Q1
|
4/22/2025 |
42
|
$130 M
|
| Synergy Asset Management, LLC |
2025 Q1
|
4/22/2025 |
171
|
$790 M
|
| MinichMacGregor Wealth Management, LLC |
2025 Q1
|
4/22/2025 |
125
|
$450 M
|
| Altrius Capital Management Inc |
2025 Q1
|
4/22/2025 |
86
|
$410 M
|
| Envision Financial LLC |
2025 Q1
|
4/22/2025 |
40
|
$130 M
|
| H&H Retirement Design & Management INC |
2025 Q1
|
4/22/2025 |
76
|
$150 M
|
| Crews Bank & Trust |
2025 Q1
|
4/22/2025 |
609
|
$590 M
|
| Buck Wealth Strategies, LLC |
2025 Q1
|
4/22/2025 |
124
|
$550 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2025 Q1
|
4/22/2025 |
48
|
$200 M
|
| SAGE FINANCIAL GROUP INC |
2025 Q1
|
4/22/2025 |
102
|
$1.2 B
|
| FSC Wealth Advisors, LLC |
2025 Q1
|
4/22/2025 |
260
|
$150 M
|
| DEERE & CO |
2025 Q1
|
4/22/2025 |
5
|
$0
|
| Ellis Investment Partners, LLC |
2025 Q1
|
4/22/2025 |
234
|
$480 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2025 Q1
|
4/22/2025 |
228
|
$350 M
|
| Cross Staff Investments Inc |
2025 Q1
|
4/22/2025 |
122
|
$130 M
|
| Cohalo Advisory LLC |
2025 Q1
|
4/22/2025 |
13
|
$1.4 M
|
| Moisand Fitzgerald Tamayo, LLC |
2025 Q1
|
4/22/2025 |
590
|
$720 M
|
| Axos Invest Inc. |
2025 Q1
|
4/22/2025 |
22
|
$130 M
|
| SK Wealth Management, LLC |
2025 Q1
|
4/22/2025 |
73
|
$190 M
|
| INNEALTA CAPITAL, LLC |
2025 Q1
|
4/22/2025 |
116
|
$180 M
|
| DIXON FNANCIAL SERVICES, INC. |
2025 Q1
|
4/22/2025 |
38
|
$190 M
|
| Bright Futures Wealth Management, LLC. |
2025 Q1
|
4/22/2025 |
109
|
$91 M
|
| Merkkuri Wealth Advisors LLC |
2025 Q1
|
4/22/2025 |
82
|
$120 M
|
| MPS Loria Financial Planners, LLC |
2025 Q1
|
4/22/2025 |
80
|
$340 M
|
| Envision Financial LLC |
2024 Q4 - RESTATEMENT
|
4/22/2025 |
38
|
$120 M
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q1
|
4/22/2025 |
105
|
$910 M
|
| TT Capital Management LLC |
2025 Q1
|
4/22/2025 |
68
|
$120 M
|
| Brendel Financial Advisors LLC |
2025 Q1
|
4/22/2025 |
91
|
$160 M
|
| Rappaport Reiches Capital Management, LLC |
2025 Q1
|
4/22/2025 |
122
|
$400 M
|
| Running Oak Capital LLC |
2025 Q1
|
4/22/2025 |
110
|
$830 M
|
| Brickwood Asset Management LLP |
2025 Q1
|
4/22/2025 |
5
|
$130 M
|