| CHILDRESS CAPITAL ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
215
|
$360 M
|
| Alliance Wealth Advisors, LLC /UT |
2024 Q4
|
1/24/2025 |
257
|
$390 M
|
| F&V Capital Management, LLC |
2024 Q4
|
1/24/2025 |
56
|
$380 M
|
| GEN Financial Management, INC. |
2024 Q4
|
1/24/2025 |
56
|
$150 M
|
| CABANA LLC |
2024 Q4
|
1/24/2025 |
14
|
$20 M
|
| Baltimore-Washington Financial Advisors, Inc. |
2024 Q4
|
1/24/2025 |
153
|
$1.9 B
|
| Renaissance Capital LLC |
2024 Q4
|
1/24/2025 |
25
|
$150 M
|
| Vantage Point Financial LLC |
2024 Q4
|
1/24/2025 |
122
|
$190 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
228
|
$540 M
|
| Rheos Capital Works Inc. |
2024 Q4
|
1/24/2025 |
97
|
$1.8 B
|
| Holistic Planning, LLC |
2024 Q4
|
1/24/2025 |
220
|
$280 M
|
| Hodges Capital Management Inc. |
2024 Q4
|
1/24/2025 |
210
|
$1.7 B
|
| Boston Trust Walden Corp |
2024 Q4
|
1/24/2025 |
594
|
$14 B
|
| EQ WEALTH ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
50
|
$100 M
|
| Revolution Growth Management Company, Inc. |
2024 Q4
|
1/24/2025 |
1
|
$120 M
|
| Level Wealth Management LLC |
2024 Q4 - RESTATEMENT
|
1/24/2025 |
53
|
$140 M
|
| Financial Life Planners |
2024 Q4
|
1/24/2025 |
411
|
$120 M
|
| JENNISON ASSOCIATES LLC |
2024 Q4
|
1/24/2025 |
801
|
$160 B
|
| WEALTHSPAN PARTNERS, LLC |
2024 Q4
|
1/24/2025 |
109
|
$210 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2024 Q4
|
1/24/2025 |
308
|
$310 M
|
| One Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
250
|
$670 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2024 Q4
|
1/24/2025 |
66
|
$120 M
|
| Leisure Capital Management |
2024 Q4
|
1/24/2025 |
141
|
$260 M
|
| McNamara Financial Services, Inc. |
2024 Q4
|
1/24/2025 |
70
|
$430 M
|
| Leading Edge Financial Planning LLC |
2024 Q4
|
1/24/2025 |
57
|
$300 M
|
| HFG Advisors, Inc. |
2024 Q4
|
1/24/2025 |
93
|
$110 M
|
| PRUDENT INVESTORS NETWORK, INC. |
2024 Q4
|
1/24/2025 |
58
|
$340 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
73
|
$120 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2024 Q4
|
1/24/2025 |
137
|
$340 M
|
| Rice Partnership, LLC |
2024 Q4
|
1/24/2025 |
168
|
$530 M
|
| Financial Strategies Group, Inc. |
2024 Q4
|
1/24/2025 |
96
|
$420 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/24/2025 |
153
|
$250 M
|
| Fiduciary Planning LLC |
2024 Q4
|
1/24/2025 |
75
|
$310 M
|
| Asset Management Advisors, LLC |
2024 Q4
|
1/24/2025 |
15
|
$140 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2024 Q4
|
1/24/2025 |
85
|
$140 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2024 Q4
|
1/24/2025 |
42
|
$3.5 B
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q4
|
1/24/2025 |
80
|
$180 M
|
| Resonant Capital Advisors, LLC |
2024 Q4
|
1/24/2025 |
345
|
$1.4 B
|
| Brentview Investment Management LLC |
2024 Q4
|
1/24/2025 |
41
|
$180 M
|
| Financial Partners Group, Inc |
2024 Q4
|
1/24/2025 |
182
|
$690 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
118
|
$150 M
|
| Catalina Capital Group, LLC |
2024 Q4
|
1/24/2025 |
368
|
$300 M
|
| S.A. Mason LLC |
2024 Q4
|
1/24/2025 |
342
|
$190 M
|
| LS Investment Advisors, LLC |
2024 Q4
|
1/24/2025 |
134
|
$680 M
|
| JB Capital LLC |
2024 Q4
|
1/24/2025 |
223
|
$1.8 B
|
| Princeton Global Asset Management LLC |
2024 Q4
|
1/24/2025 |
658
|
$530 M
|
| Oregon Pacific Wealth Management, LLC |
2024 Q4
|
1/24/2025 |
125
|
$100 M
|
| Chicago Capital, LLC |
2024 Q4
|
1/24/2025 |
318
|
$3.8 B
|
| Rosenthal | Henry Capital Advisors, Inc. |
2024 Q4
|
1/24/2025 |
42
|
$110 M
|
| MEANS INVESTMENT CO., INC. |
2024 Q4
|
1/24/2025 |
206
|
$960 M
|
| ABNER HERRMAN & BROCK LLC |
2024 Q4
|
1/24/2025 |
52
|
$800 M
|
| OAK FAMILY ADVISORS, LLC |
2024 Q4
|
1/24/2025 |
126
|
$280 M
|
| Better Money Decisions, LLC |
2024 Q4
|
1/24/2025 |
67
|
$140 M
|
| Family Investment Center, Inc. |
2024 Q4
|
1/24/2025 |
88
|
$390 M
|
| FSM Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
194
|
$410 M
|
| MAGNOLIA CAPITAL ADVISORS LLC |
2024 Q4
|
1/24/2025 |
142
|
$200 M
|
| KPP Advisory Services LLC |
2024 Q4
|
1/24/2025 |
258
|
$420 M
|
| Sterling Manor Financial, LLC |
2024 Q4
|
1/24/2025 |
28
|
$140 M
|
| NavPoint Financial, Inc. |
2024 Q4
|
1/24/2025 |
48
|
$130 M
|
| Lynch Asset Management, Inc. |
2024 Q4
|
1/24/2025 |
42
|
$250 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2024 Q4
|
1/24/2025 |
121
|
$780 M
|
| GW HENSSLER & ASSOCIATES LTD |
2024 Q4
|
1/24/2025 |
185
|
$1.7 B
|
| MilWealth Group LLC |
2024 Q4
|
1/24/2025 |
97
|
$370 M
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
23
|
$310 M
|
| Baskin Financial Services Inc. |
2024 Q4
|
1/24/2025 |
49
|
$1.3 B
|
| Sequent Asset Management, LLC |
2024 Q4
|
1/24/2025 |
86
|
$200 M
|
| HHM Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
1,021
|
$740 M
|
| Burford Brothers, Inc. |
2024 Q4
|
1/24/2025 |
156
|
$200 M
|
| Cook Wealth, LLC |
2024 Q4
|
1/24/2025 |
55
|
$210 M
|
| Willis Investment Counsel |
2024 Q4
|
1/24/2025 |
116
|
$1.5 B
|
| CFM WEALTH PARTNERS LLC |
2024 Q4
|
1/24/2025 |
139
|
$590 M
|
| CCG WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/24/2025 |
69
|
$180 M
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2024 Q4
|
1/24/2025 |
97
|
$290 M
|
| JGP Global Gestao de Recursos Ltda. |
2024 Q4
|
1/24/2025 |
40
|
$44 M
|
| STOCK YARDS BANK & TRUST CO |
2024 Q4
|
1/24/2025 |
637
|
$2.9 B
|
| ALTERNA WEALTH MANAGEMENT, INC |
2024 Q4
|
1/24/2025 |
103
|
$120 M
|
| GPS Wealth Strategies Group, LLC |
2024 Q4
|
1/24/2025 |
1,378
|
$780 M
|
| Horst & Graben Wealth Management LLC |
2024 Q4
|
1/24/2025 |
155
|
$560 M
|
| Sunesis Advisors, LLC |
2024 Q4
|
1/24/2025 |
40
|
$160 M
|
| Level Wealth Management LLC |
2024 Q4
|
1/24/2025 |
53
|
$140 M
|
| Tanglewood Wealth Management, Inc. |
2024 Q4
|
1/24/2025 |
34
|
$870 M
|
| WASHINGTON UNIVERSITY |
2024 Q4
|
1/24/2025 |
3
|
$120 M
|
| Western Pacific Wealth Management, LP |
2024 Q4
|
1/24/2025 |
209
|
$120 M
|
| Leverty Financial Group, LLC |
2024 Q4
|
1/24/2025 |
38
|
$200 M
|
| SkyOak Wealth, LLC |
2024 Q4
|
1/24/2025 |
255
|
$470 M
|
| McAdam, LLC |
2024 Q4
|
1/24/2025 |
354
|
$1.8 B
|
| Riggs Asset Managment Co. Inc. |
2024 Q4
|
1/24/2025 |
642
|
$370 M
|
| Red Tortoise LLC |
2024 Q4
|
1/24/2025 |
642
|
$190 M
|
| CGC Financial Services, LLC |
2024 Q4
|
1/24/2025 |
345
|
$250 M
|
| CENTRAL TRUST Co |
2024 Q4
|
1/24/2025 |
2,015
|
$4.1 B
|
| VALLEY NATIONAL ADVISERS INC |
2024 Q4
|
1/24/2025 |
894
|
$560 M
|
| LB Partners LLC |
2024 Q4
|
1/24/2025 |
21
|
$130 M
|
| Citadel Investment Advisory, Inc. |
2024 Q4
|
1/24/2025 |
82
|
$190 M
|
| Jacobsen Capital Management |
2024 Q4
|
1/24/2025 |
95
|
$230 M
|
| WFA Asset Management Corp |
2024 Q4
|
1/24/2025 |
224
|
$180 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/24/2025 |
22
|
$200 M
|
| U.S. Capital Wealth Advisors, LLC |
2024 Q4
|
1/24/2025 |
815
|
$3.2 B
|
| GREENLEAF TRUST |
2024 Q4
|
1/24/2025 |
806
|
$11 B
|
| Dougherty Wealth Advisers LLC |
2024 Q4
|
1/24/2025 |
109
|
$130 M
|
| Golden State Equity Partners |
2024 Q4
|
1/24/2025 |
432
|
$520 M
|