| Envestnet Portfolio Solutions, Inc. |
2025 Q1
|
4/21/2025 |
1,528
|
$26 B
|
| Guided Capital Wealth Management, LLC |
2025 Q1
|
4/21/2025 |
35
|
$120 M
|
| Rolek Wealth Management LLC |
2025 Q1
|
4/21/2025 |
14
|
$97 M
|
| Catalina Capital Group, LLC |
2025 Q1
|
4/21/2025 |
181
|
$150 M
|
| Well Done, LLC |
2025 Q1
|
4/21/2025 |
178
|
$550 M
|
| WEALTHSPAN PARTNERS, LLC |
2025 Q1
|
4/21/2025 |
113
|
$220 M
|
| Sterling Investment Counsel, LLC |
2025 Q1
|
4/21/2025 |
228
|
$290 M
|
| Higgins & Schmidt Wealth Strategies LLC |
2025 Q1
|
4/21/2025 |
47
|
$170 M
|
| Adams Asset Advisors, LLC |
2025 Q1
|
4/21/2025 |
77
|
$730 M
|
| Emeth Value Capital, LLC |
2025 Q1
|
4/21/2025 |
5
|
$110 M
|
| HAMILTON CAPITAL PARTNERS, LLC |
2025 Q1
|
4/21/2025 |
24
|
$160 M
|
| TCI Wealth Advisors, Inc. |
2025 Q1
|
4/21/2025 |
229
|
$1.2 B
|
| Lumbard & Kellner, LLC |
2025 Q1
|
4/21/2025 |
82
|
$230 M
|
| Duncan Williams Asset Management, LLC |
2025 Q1
|
4/21/2025 |
147
|
$280 M
|
| Redwood Wealth Management Group, LLC |
2025 Q1
|
4/21/2025 |
157
|
$200 M
|
| Boston Trust Walden Corp |
2025 Q1
|
4/21/2025 |
587
|
$14 B
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q1
|
4/21/2025 |
97
|
$500 M
|
| Global X Japan Co., Ltd. |
2025 Q1
|
4/21/2025 |
302
|
$870 M
|
| Silverleafe Capital Partners, LLC |
2025 Q1
|
4/21/2025 |
88
|
$290 M
|
| Institute for Wealth Management, LLC. |
2025 Q1
|
4/21/2025 |
526
|
$780 M
|
| Centennial Wealth Advisory LLC |
2025 Q1
|
4/21/2025 |
146
|
$280 M
|
| Fox Financial, Inc |
2025 Q1
|
4/21/2025 |
13
|
$110 M
|
| McHugh Group, LLC |
2025 Q1
|
4/21/2025 |
66
|
$130 M
|
| Bigelow Investment Advisors, LLC |
2025 Q1
|
4/21/2025 |
146
|
$210 M
|
| Luken Investment Analytics, LLC |
2025 Q1
|
4/21/2025 |
148
|
$210 M
|
| JOHNSON INVESTMENT COUNSEL INC |
2025 Q1
|
4/21/2025 |
805
|
$10 B
|
| Davidson Capital Management Inc. |
2025 Q1
|
4/21/2025 |
82
|
$370 M
|
| Beacon Capital Management, LLC |
2025 Q1
|
4/21/2025 |
1,134
|
$740 M
|
| STEEL GROVE CAPITAL ADVISORS, LLC |
2025 Q1
|
4/21/2025 |
170
|
$660 M
|
| Community Bank, N.A. |
2025 Q1
|
4/21/2025 |
574
|
$750 M
|
| MBL Wealth, LLC |
2024 Q4
|
4/21/2025 |
255
|
$1.0 B
|
| PSI Advisors, LLC |
2025 Q1
|
4/21/2025 |
900
|
$310 M
|
| Grandview Asset Management LLC |
2025 Q1
|
4/21/2025 |
123
|
$260 M
|
| BUILDER INVESTMENT GROUP INC /ADV |
2025 Q1
|
4/21/2025 |
98
|
$350 M
|
| LDR Capital Management LLC |
2025 Q1
|
4/21/2025 |
29
|
$83 M
|
| ASPIRIANT, LLC |
2025 Q1
|
4/21/2025 |
288
|
$2.9 B
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/21/2025 |
73
|
$380 M
|
| State of Alaska, Department of Revenue |
2025 Q1
|
4/21/2025 |
2,116
|
$8.8 B
|
| CWA Asset Management Group, LLC |
2025 Q1
|
4/21/2025 |
600
|
$2.1 B
|
| Analyst IMS Investment Management Services Ltd. |
2025 Q1
|
4/21/2025 |
198
|
$2.6 B
|
| Cadent Capital Advisors, LLC |
2025 Q1
|
4/21/2025 |
159
|
$280 M
|
| MFA WEALTH ADVISORS, LLC |
2025 Q1
|
4/21/2025 |
88
|
$400 M
|
| LifeWealth Investments, LLC |
2025 Q1
|
4/21/2025 |
193
|
$240 M
|
| WARNER FINANCIAL, INC |
2025 Q1
|
4/21/2025 |
114
|
$230 M
|
| BARRETT & COMPANY, INC. |
2025 Q1
|
4/21/2025 |
620
|
$230 M
|
| Dunhill Financial, LLC |
2025 Q1
|
4/21/2025 |
1,004
|
$220 M
|
| JBR Co Financial Management Inc |
2025 Q1
|
4/21/2025 |
114
|
$170 M
|
| White Wing Wealth Management |
2025 Q1
|
4/21/2025 |
26
|
$130 M
|
| PUREfi Wealth, LLC |
2025 Q1
|
4/21/2025 |
137
|
$100 M
|
| NorthLanding Financial Partners, LLC |
2025 Q1
|
4/21/2025 |
39
|
$100 M
|
| Summa Corp. |
2025 Q1
|
4/21/2025 |
65
|
$170 M
|
| MARINO, STRAM & ASSOCIATES LLC |
2025 Q1
|
4/21/2025 |
166
|
$450 M
|
| GOLDEN ROAD ADVISORS LLC |
2025 Q1
|
4/21/2025 |
38
|
$130 M
|
| SOFI WEALTH, LLC |
2025 Q1
|
4/21/2025 |
40
|
$1.3 B
|
| BlueSky Wealth Advisors, LLC |
2025 Q1
|
4/21/2025 |
73
|
$650 M
|
| PRENTISS SMITH & CO INC |
2025 Q1
|
4/21/2025 |
69
|
$150 M
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q1
|
4/21/2025 |
766
|
$2.6 B
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2025 Q1
|
4/21/2025 |
25
|
$57 M
|
| Liquid Strategies, LLC |
2025 Q1
|
4/21/2025 |
14
|
$530 M
|
| Ayalon Insurance Comp Ltd. |
2025 Q1
|
4/21/2025 |
59
|
$310 M
|
| Accelerate Investment Advisors LLC |
2025 Q1
|
4/21/2025 |
115
|
$120 M
|
| Essex Savings Bank |
2025 Q1
|
4/21/2025 |
545
|
$410 M
|
| Mayfair Advisory Group, LLC |
2025 Q1
|
4/18/2025 |
158
|
$170 M
|
| Seed Wealth Management, Inc. |
2025 Q1
|
4/18/2025 |
149
|
$120 M
|
| Crown Oak Advisors, LLC |
2025 Q1
|
4/18/2025 |
22
|
$200 M
|
| Financial Partners Group, LLC |
2025 Q1
|
4/18/2025 |
81
|
$230 M
|
| JP Wealth Management, Inc. |
2025 Q1
|
4/18/2025 |
16
|
$120 M
|
| Wells Trecaso Financial Group, LLC |
2025 Q1
|
4/18/2025 |
114
|
$300 M
|
| Broderick Brian C |
2025 Q1
|
4/18/2025 |
335
|
$490 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/18/2025 |
40
|
$240 M
|
| Wolf Group Capital Advisors |
2025 Q1
|
4/18/2025 |
166
|
$300 M
|
| Lion Street Advisors, LLC |
2025 Q1
|
4/18/2025 |
266
|
$310 M
|
| Cornerstone Wealth Management, LLC |
2025 Q1
|
4/18/2025 |
606
|
$1.5 B
|
| BENDER ROBERT & ASSOCIATES |
2025 Q1
|
4/18/2025 |
40
|
$400 M
|
| Mezzasalma Advisors, LLC |
2025 Q1
|
4/18/2025 |
147
|
$290 M
|
| Cushing Capital Partners, LLC |
2025 Q1
|
4/18/2025 |
87
|
$110 M
|
| Shepherd Financial Partners LLC |
2025 Q1
|
4/18/2025 |
230
|
$850 M
|
| Hemenway Trust Co LLC |
2025 Q1
|
4/18/2025 |
127
|
$1.2 B
|
| TCG Capital Management, LP |
2025 Q1
|
4/18/2025 |
1
|
$86 M
|
| Clarius Group, LLC |
2025 Q1
|
4/18/2025 |
482
|
$1.6 B
|
| Creative Capital Management Investments LLC |
2025 Q1
|
4/18/2025 |
240
|
$260 M
|
| Financial Perspectives, Inc |
2025 Q1
|
4/18/2025 |
724
|
$290 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q1
|
4/18/2025 |
96
|
$590 M
|
| Planning Center, Inc. |
2025 Q1
|
4/18/2025 |
72
|
$840 M
|
| GSB Wealth Management, LLC |
2025 Q1
|
4/18/2025 |
227
|
$380 M
|
| Colorado Capital Management, Inc. |
2025 Q1
|
4/18/2025 |
96
|
$210 M
|
| DHJJ Financial Advisors, Ltd. |
2025 Q1
|
4/18/2025 |
933
|
$250 M
|
| Optivise Advisory Services LLC |
2025 Q1
|
4/18/2025 |
196
|
$180 M
|
| Prosperity Wealth Management, Inc. |
2025 Q1
|
4/18/2025 |
217
|
$210 M
|
| Roth Financial Partners LLC |
2025 Q1
|
4/18/2025 |
31
|
$250 M
|
| Marest Capital, LLC |
2025 Q1
|
4/18/2025 |
25
|
$120 M
|
| SANDER CAPITAL ADVISORS INC |
2025 Q1
|
4/18/2025 |
15
|
$190 M
|
| Birch Hill Investment Advisors LLC |
2025 Q1
|
4/18/2025 |
187
|
$2.1 B
|
| Boomfish Wealth Group, LLC |
2025 Q1
|
4/18/2025 |
82
|
$150 M
|
| Clayton Financial Group LLC |
2025 Q1
|
4/18/2025 |
119
|
$270 M
|
| CENTRAL TRUST Co |
2025 Q1
|
4/18/2025 |
2,024
|
$4.1 B
|
| Tennessee Valley Asset Management Partners |
2025 Q1
|
4/18/2025 |
158
|
$610 M
|
| Five Oceans Advisors |
2025 Q1
|
4/18/2025 |
175
|
$210 M
|
| Greenbush Financial Group, LLC |
2025 Q1
|
4/18/2025 |
33
|
$200 M
|
| Greenbush Financial Group, LLC |
2024 Q4
|
4/18/2025 |
33
|
$190 M
|