| Chandler Asset Management, Inc. |
2024 Q4
|
1/27/2025 |
26
|
$520 M
|
| MONEY CONCEPTS CAPITAL CORP |
2024 Q4
|
1/27/2025 |
403
|
$1.3 B
|
| Confluence Wealth Services, Inc. |
2024 Q4
|
1/27/2025 |
333
|
$1.5 B
|
| Massachusetts Wealth Management |
2024 Q4
|
1/27/2025 |
90
|
$160 M
|
| Lion Street Advisors, LLC |
2024 Q4
|
1/27/2025 |
260
|
$310 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2024 Q4
|
1/27/2025 |
81
|
$390 M
|
| COUNTRY CLUB BANK |
2024 Q4
|
1/27/2025 |
319
|
$1.5 B
|
| WT Asset Management Ltd |
2024 Q4
|
1/27/2025 |
40
|
$910 M
|
| Mirae Asset Global Investments Co., Ltd. |
2024 Q4
|
1/27/2025 |
1,854
|
$25 B
|
| JERICHO FINANCIAL, LLP |
2024 Q4
|
1/27/2025 |
41
|
$140 M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2024 Q4
|
1/27/2025 |
57
|
$160 M
|
| Berkshire Money Management, Inc. |
2024 Q4
|
1/27/2025 |
87
|
$920 M
|
| MKP Capital Management, L.L.C. |
2024 Q4
|
1/27/2025 |
4
|
$2.0 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2024 Q4
|
1/27/2025 |
102
|
$2.5 B
|
| Y.D. More Investments Ltd |
2024 Q4
|
1/27/2025 |
572
|
$1.1 B
|
| Jackson Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
170
|
$880 M
|
| Weaver Capital Management LLC |
2024 Q4
|
1/27/2025 |
186
|
$360 M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2024 Q4
|
1/27/2025 |
89
|
$250 M
|
| WIN ADVISORS, INC |
2024 Q4
|
1/27/2025 |
54
|
$210 M
|
| Inman Jager Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
80
|
$130 M
|
| Tyche Wealth Partners LLC |
2024 Q4
|
1/27/2025 |
301
|
$470 M
|
| John W. Brooker & Co., CPAs |
2024 Q4
|
1/27/2025 |
75
|
$230 M
|
| Summit Wealth Partners, LLC |
2024 Q4
|
1/27/2025 |
199
|
$490 M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
8
|
$47 M
|
| Osprey Private Wealth LLC |
2024 Q4
|
1/27/2025 |
48
|
$140 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2024 Q4
|
1/27/2025 |
87
|
$77 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
77
|
$160 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2024 Q4
|
1/27/2025 |
388
|
$490 M
|
| Yorktown Management & Research Co Inc |
2024 Q4
|
1/27/2025 |
204
|
$100 M
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2024 Q4
|
1/27/2025 |
287
|
$160 M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2024 Q4
|
1/27/2025 |
111
|
$230 M
|
| PING CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/27/2025 |
84
|
$410 M
|
| FOGEL CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/27/2025 |
41
|
$200 M
|
| Stratos Investment Management, LLC |
2024 Q4
|
1/27/2025 |
272
|
$1.7 B
|
| Stratos Wealth Advisors, LLC |
2024 Q4
|
1/27/2025 |
711
|
$2.1 B
|
| Stratos Wealth Partners, LTD. |
2024 Q4
|
1/27/2025 |
1,451
|
$7.1 B
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
1,920
|
$9.0 B
|
| Retirement Systems of Alabama |
2024 Q4
|
1/27/2025 |
941
|
$27 B
|
| PARAGON CAPITAL MANAGEMENT INC |
2024 Q4
|
1/27/2025 |
66
|
$130 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2024 Q4
|
1/27/2025 |
268
|
$260 M
|
| Sargent Investment Group, LLC |
2024 Q4
|
1/27/2025 |
236
|
$610 M
|
| GUIDANCE CAPITAL, INC |
2024 Q4
|
1/27/2025 |
192
|
$330 M
|
| HTG Investment Advisors, Inc. |
2024 Q4
|
1/27/2025 |
65
|
$220 M
|
| Old North State Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
113
|
$180 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2024 Q4
|
1/27/2025 |
84
|
$1.3 B
|
| Fusion Family Wealth LLC |
2024 Q4
|
1/27/2025 |
45
|
$1.1 B
|
| MAS Advisors LLC |
2024 Q4
|
1/27/2025 |
72
|
$60 M
|
| Cassia Capital Partners, LLC |
2024 Q4
|
1/27/2025 |
61
|
$160 M
|
| CarsonAllaria Wealth Management, Ltd. |
2024 Q4
|
1/27/2025 |
351
|
$170 M
|
| BEACON FINANCIAL PLANNING, INC |
2024 Q4
|
1/27/2025 |
48
|
$170 M
|
| 1858 WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/27/2025 |
121
|
$130 M
|
| ARGA Investment Management, LP |
2024 Q4
|
1/27/2025 |
122
|
$3.1 B
|
| Avitas Wealth Management LLC |
2024 Q4
|
1/27/2025 |
190
|
$720 M
|
| BEACH INVESTMENT COUNSEL INC/PA |
2024 Q4
|
1/27/2025 |
120
|
$740 M
|
| RFG Holdings, Inc. |
2024 Q4
|
1/27/2025 |
57
|
$300 M
|
| Bay Harbor Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
181
|
$310 M
|
| Redwood Wealth Management Group, LLC |
2024 Q4
|
1/27/2025 |
159
|
$210 M
|
| Tanager Wealth Management LLP |
2024 Q4
|
1/27/2025 |
118
|
$770 M
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2024 Q4
|
1/27/2025 |
46
|
$170 M
|
| BANK HAPOALIM BM |
2024 Q4
|
1/27/2025 |
129
|
$620 M
|
| Boston Standard Wealth Management, LLC |
2024 Q4
|
1/27/2025 |
47
|
$510 M
|
| Ninety One SA (PTY) Ltd |
2024 Q4
|
1/27/2025 |
74
|
$450 M
|
| Ninety One UK Ltd |
2024 Q4
|
1/27/2025 |
191
|
$37 B
|
| Ninety One North America, Inc. |
2024 Q4
|
1/27/2025 |
71
|
$1.6 B
|
| NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd |
2024 Q4
|
1/27/2025 |
3
|
$9.2 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2024 Q4
|
1/27/2025 |
238
|
$770 M
|
| MEMBERS CAPITAL ADVISORS INC |
2024 Q4
|
1/27/2025 |
29
|
$110 M
|
| Tranquilli Financial Advisor LLC |
2024 Q4
|
1/27/2025 |
108
|
$160 M
|
| Ashburton (Jersey) Ltd |
2024 Q3
|
1/27/2025 |
49
|
$280 M
|
| CenterStar Asset Management, LLC |
2024 Q4
|
1/27/2025 |
238
|
$290 M
|
| E. Ohman J:or Asset Management AB |
2024 Q4
|
1/27/2025 |
425
|
$4.3 B
|
| Optas, LLC |
2024 Q4
|
1/24/2025 |
867
|
$460 M
|
| MARSHALL FINANCIAL GROUP INC /ADV |
2024 Q4
|
1/24/2025 |
52
|
$330 M
|
| JP Wealth Management, Inc. |
2024 Q4
|
1/24/2025 |
16
|
$140 M
|
| GDS Wealth Management |
2024 Q4
|
1/24/2025 |
171
|
$1.1 B
|
| Conestoga Capital Advisors, LLC |
2024 Q4
|
1/24/2025 |
124
|
$7.5 B
|
| CULLINAN ASSOCIATES INC |
2024 Q4
|
1/24/2025 |
217
|
$1.6 B
|
| Tempus Wealth Planning, LLC |
2024 Q4
|
1/24/2025 |
247
|
$330 M
|
| WJ Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
74
|
$290 M
|
| Flavin Financial Services, Inc. |
2024 Q4
|
1/24/2025 |
68
|
$110 M
|
| Mokosak Advisory Group, LLC |
2024 Q4
|
1/24/2025 |
33
|
$330 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
2024 Q4
|
1/24/2025 |
38
|
$1.5 B
|
| Calamos Wealth Management LLC |
2024 Q4
|
1/24/2025 |
330
|
$2.0 B
|
| First Dallas Securities Inc. |
2024 Q4
|
1/24/2025 |
112
|
$250 M
|
| RBA Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
89
|
$260 M
|
| PATRON PARTNERS, LLC |
2024 Q4
|
1/24/2025 |
172
|
$180 M
|
| Grunden Financial Advisory, Inc. |
2024 Q4
|
1/24/2025 |
27
|
$210 M
|
| Calamos Advisors LLC |
2024 Q4
|
1/24/2025 |
1,059
|
$24 B
|
| Columbus Macro, LLC |
2024 Q4
|
1/24/2025 |
204
|
$720 M
|
| Dupree Financial Group, LLC |
2024 Q4
|
1/24/2025 |
65
|
$220 M
|
| Cornerstone Management, Inc. |
2024 Q4
|
1/24/2025 |
53
|
$520 M
|
| Clay Northam Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
92
|
$150 M
|
| CAAS CAPITAL MANAGEMENT LP |
2024 Q4
|
1/24/2025 |
358
|
$570 M
|
| Archer Investment Management, LLC |
2024 Q4
|
1/24/2025 |
58
|
$160 M
|
| abrdn plc |
2024 Q4
|
1/24/2025 |
1,875
|
$53 B
|
| Paul R. Ried Financial Group, LLC |
2024 Q4
|
1/24/2025 |
30
|
$140 M
|
| TRUST POINT INC. |
2024 Q4
|
1/24/2025 |
711
|
$1.4 B
|
| BLODGETT WEALTH ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
59
|
$130 M
|
| Matisse Capital |
2024 Q4
|
1/24/2025 |
197
|
$200 M
|
| E&G Advisors, LP |
2024 Q4
|
1/24/2025 |
216
|
$370 M
|