| Great Lakes Retirement, Inc. |
2025 Q1
|
4/17/2025 |
203
|
$760 M
|
| Cypress Advisory Group LLC |
2025 Q1
|
4/17/2025 |
61
|
$110 M
|
| Brown Miller Wealth Management, LLC |
2025 Q1
|
4/17/2025 |
265
|
$290 M
|
| Pflug Koory, LLC |
2025 Q1
|
4/17/2025 |
394
|
$180 M
|
| GEM Asset Management, LLC |
2025 Q1
|
4/17/2025 |
95
|
$180 M
|
| 1900 WEALTH MANAGEMENT LLC |
2025 Q1
|
4/17/2025 |
214
|
$1.2 B
|
| Janney Montgomery Scott LLC |
2025 Q1
|
4/17/2025 |
2,664
|
$35 B
|
| Verisail Partners, LLC |
2025 Q1
|
4/17/2025 |
33
|
$220 M
|
| M.E. ALLISON & CO., INC. |
2025 Q1
|
4/17/2025 |
154
|
$100 M
|
| Cornerstone Wealth Advisors, Inc. |
2025 Q1
|
4/17/2025 |
45
|
$360 M
|
| Northstar Group, Inc. |
2025 Q1
|
4/17/2025 |
150
|
$620 M
|
| Sprinkle Financial Consultants LLC |
2025 Q1
|
4/17/2025 |
76
|
$160 M
|
| M. Kraus & Co |
2025 Q1
|
4/17/2025 |
80
|
$330 M
|
| Advanced Asset Management Advisors Inc |
2025 Q1
|
4/17/2025 |
85
|
$360 M
|
| MISSION WEALTH MANAGEMENT, LP |
2025 Q1
|
4/17/2025 |
671
|
$4.1 B
|
| RiverTree Advisors, LLC |
2025 Q1
|
4/17/2025 |
55
|
$150 M
|
| York GP, Ltd. |
2025 Q1
|
4/17/2025 |
2
|
$120 M
|
| Columbus Macro, LLC |
2025 Q1
|
4/17/2025 |
201
|
$760 M
|
| Solstein Capital, LLC |
2025 Q1
|
4/17/2025 |
325
|
$170 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2025 Q1
|
4/17/2025 |
311
|
$390 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2025 Q1
|
4/17/2025 |
36
|
$200 M
|
| Stillwater Capital Advisors, LLC |
2025 Q1
|
4/17/2025 |
69
|
$720 M
|
| FOREFRONT WEALTH MANAGEMENT INC. |
2025 Q1
|
4/17/2025 |
48
|
$110 M
|
| CHB Investment Group, LLC |
2025 Q1
|
4/17/2025 |
74
|
$190 M
|
| Warther Private Wealth, LLC |
2025 Q1
|
4/17/2025 |
66
|
$300 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2025 Q1
|
4/17/2025 |
43
|
$200 M
|
| REBALANCE, LLC |
2025 Q1
|
4/17/2025 |
92
|
$1.4 B
|
| Citadel Investment Advisory, Inc. |
2025 Q1
|
4/17/2025 |
82
|
$200 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2025 Q1
|
4/17/2025 |
183
|
$960 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q1
|
4/17/2025 |
52
|
$120 M
|
| TRUST POINT INC. |
2025 Q1
|
4/17/2025 |
589
|
$1.1 B
|
| Cyndeo Wealth Partners, LLC |
2025 Q1
|
4/17/2025 |
448
|
$1.5 B
|
| Christensen, King & Associates Investment Services, Inc. |
2025 Q1
|
4/17/2025 |
97
|
$210 M
|
| Hanson & Doremus Investment Management |
2025 Q1
|
4/17/2025 |
467
|
$680 M
|
| Stewardship Advisors, LLC |
2025 Q1
|
4/17/2025 |
146
|
$370 M
|
| Lee-Kelleher Wealth Management |
2024 Q4
|
4/17/2025 |
40
|
$140 M
|
| Acropolis Investment Management, LLC |
2025 Q1
|
4/17/2025 |
298
|
$1.7 B
|
| Abound Wealth Management |
2025 Q1
|
4/17/2025 |
1,270
|
$300 M
|
| Bank Pictet & Cie (Europe) AG |
2025 Q1
|
4/17/2025 |
186
|
$4.2 B
|
| Mn Services Vermogensbeheer B.V. |
2025 Q1
|
4/17/2025 |
462
|
$13 B
|
| Retirement Solution LLC |
2025 Q1
|
4/17/2025 |
42
|
$360 M
|
| HT Partners LLC |
2025 Q1
|
4/17/2025 |
50
|
$290 M
|
| Fairvoy Private Wealth, LLC |
2025 Q1
|
4/17/2025 |
173
|
$360 M
|
| Tuttle Capital Management, LLC |
2025 Q1
|
4/17/2025 |
58
|
$23 M
|
| RHS Financial, LLC |
2025 Q1
|
4/17/2025 |
127
|
$180 M
|
| Morton Capital Management LLC/CA |
2025 Q1
|
4/17/2025 |
111
|
$520 M
|
| Fortis Advisors, LLC |
2025 Q1
|
4/17/2025 |
111
|
$150 M
|
| North Star Investment Management Corp. |
2025 Q1
|
4/17/2025 |
1,204
|
$1.4 B
|
| Asio Capital, LLC |
2025 Q1
|
4/17/2025 |
106
|
$520 M
|
| Optas, LLC |
2025 Q1
|
4/17/2025 |
919
|
$570 M
|
| Bouvel Investment Partners, LLC |
2025 Q1
|
4/17/2025 |
77
|
$270 M
|
| D'Orazio & Associates, Inc. |
2025 Q1
|
4/17/2025 |
259
|
$660 M
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/17/2025 |
200
|
$1.1 B
|
| Life Planning Partners, Inc |
2025 Q1
|
4/17/2025 |
61
|
$110 M
|
| BRIGHTON JONES LLC |
2025 Q1
|
4/17/2025 |
704
|
$3.1 B
|
| Stanich Group LLC |
2025 Q1
|
4/17/2025 |
50
|
$140 M
|
| ORBA Wealth Advisors, L.L.C. |
2025 Q1
|
4/17/2025 |
105
|
$200 M
|
| PPSC Investment Service Corp |
2025 Q1
|
4/17/2025 |
7
|
$870 M
|
| LOCKERMAN FINANCIAL GROUP, INC. |
2025 Q1
|
4/17/2025 |
129
|
$66 M
|
| FACTORY MUTUAL INSURANCE CO |
2025 Q1
|
4/17/2025 |
167
|
$8.6 B
|
| Total Clarity Wealth Management, Inc. |
2025 Q1
|
4/17/2025 |
279
|
$310 M
|
| Pinion Investment Advisors, LLC |
2025 Q1
|
4/17/2025 |
209
|
$450 M
|
| Newport Capital Group, LLC |
2025 Q1
|
4/17/2025 |
59
|
$140 M
|
| BayBridge Capital Group, LLC |
2025 Q1
|
4/17/2025 |
87
|
$140 M
|
| Atlas Private Wealth Advisors |
2025 Q1
|
4/17/2025 |
184
|
$720 M
|
| RWWM, Inc. |
2025 Q1
|
4/17/2025 |
19
|
$1.2 B
|
| SFM, LLC |
2025 Q1
|
4/17/2025 |
56
|
$140 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/17/2025 |
35
|
$1.5 B
|
| PayPay Securities Corp |
2025 Q1
|
4/17/2025 |
273
|
$1.8 M
|
| SFM, LLC |
2023 Q4
|
4/17/2025 |
57
|
$120 M
|
| SFM, LLC |
2024 Q1
|
4/17/2025 |
55
|
$130 M
|
| SFM, LLC |
2024 Q3
|
4/17/2025 |
55
|
$130 M
|
| SFM, LLC |
2024 Q2
|
4/17/2025 |
55
|
$130 M
|
| SFM, LLC |
2024 Q4
|
4/17/2025 |
59
|
$140 M
|
| Keystone Wealth Services, LLC |
2025 Q1
|
4/17/2025 |
268
|
$370 M
|
| Crane Advisory, LLC |
2025 Q1
|
4/17/2025 |
44
|
$550 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2025 Q1
|
4/17/2025 |
95
|
$250 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q1
|
4/17/2025 |
149
|
$250 M
|
| Good Life Advisors, LLC |
2025 Q1
|
4/17/2025 |
494
|
$1.4 B
|
| ABS Direct Equity Fund LLC |
2025 Q1
|
4/17/2025 |
42
|
$75 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2025 Q1
|
4/17/2025 |
346
|
$760 M
|
| James Hambro & Partners LLP |
2025 Q1
|
4/17/2025 |
54
|
$2.4 B
|
| EXCHANGE TRADED CONCEPTS, LLC |
2025 Q1
|
4/17/2025 |
1,877
|
$5.8 B
|
| Cornell Pochily Investment Advisors, Inc. |
2025 Q1
|
4/17/2025 |
165
|
$280 M
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
2025 Q1
|
4/17/2025 |
190
|
$3.4 B
|
| Sound Income Strategies, LLC |
2025 Q1
|
4/17/2025 |
1,558
|
$1.7 B
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/17/2025 |
116
|
$88 M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/16/2025 |
42
|
$150 M
|
| Grant Private Wealth Management Inc |
2025 Q1
|
4/16/2025 |
117
|
$93 M
|
| MFA Wealth Services |
2025 Q1
|
4/16/2025 |
106
|
$120 M
|
| MOTIVE WEALTH ADVISORS |
2025 Q1
|
4/16/2025 |
71
|
$190 M
|
| TCFG WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025 |
238
|
$200 M
|
| SCRATCH CAPITAL LLC |
2025 Q1
|
4/16/2025 |
33
|
$97 M
|
| FAMILY WEALTH PARTNERS, LLC |
2025 Q1
|
4/16/2025 |
51
|
$220 M
|
| McBroom & Associates, LLC |
2025 Q1
|
4/16/2025 |
37
|
$170 M
|
| CANERECTOR INC |
2025 Q1
|
4/16/2025 |
10
|
$130 M
|
| DOHJ, LLC |
2025 Q1
|
4/16/2025 |
148
|
$440 M
|
| James Reed Financial Services, Inc. |
2025 Q1
|
4/16/2025 |
16
|
$90 M
|
| Dynamic Advisor Solutions LLC |
2025 Q1
|
4/16/2025 |
847
|
$3.0 B
|
| Affinity Capital Advisors, LLC |
2025 Q1
|
4/16/2025 |
154
|
$500 M
|