| Hunter Perkins Capital Management, LLC |
2024 Q4
|
1/22/2025 |
104
|
$480 M
|
| Klaas Financial Asset Advisors, LLC |
2024 Q4
|
1/22/2025 |
46
|
$570 M
|
| Blue Trust, Inc. |
2024 Q4
|
1/22/2025 |
5,981
|
$8.5 B
|
| Capital Asset Advisory Services LLC |
2024 Q4
|
1/22/2025 |
309
|
$2.0 B
|
| SHAH CAPITAL MANAGEMENT |
2024 Q4
|
1/22/2025 |
16
|
$500 M
|
| CATHY PARETO & ASSOCIATES, INC |
2024 Q4
|
1/22/2025 |
77
|
$110 M
|
| Register Financial Advisors LLC |
2024 Q4
|
1/22/2025 |
295
|
$200 M
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2024 Q4
|
1/22/2025 |
795
|
$1.3 B
|
| Savior LLC |
2024 Q4
|
1/22/2025 |
15
|
$17 M
|
| Clio Asset Management LLC |
2024 Q4
|
1/22/2025 |
16
|
$140 M
|
| United Asset Strategies, Inc. |
2024 Q4
|
1/22/2025 |
231
|
$1.1 B
|
| Cornerstone Wealth Group, LLC |
2024 Q4
|
1/22/2025 |
279
|
$1.2 B
|
| waypoint wealth counsel |
2024 Q4
|
1/22/2025 |
149
|
$150 M
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/22/2025 |
531
|
$320 M
|
| KBC Group NV |
2024 Q4
|
1/22/2025 |
2,514
|
$36 B
|
| Union Bancaire Privee, UBP SA |
2024 Q4
|
1/22/2025 |
573
|
$14 B
|
| Apexium Financial, LP |
2024 Q4
|
1/22/2025 |
259
|
$1.6 B
|
| PFG Investments, LLC |
2024 Q4
|
1/22/2025 |
1,027
|
$1.6 B
|
| Strategic Investment Advisors / MI |
2024 Q4
|
1/22/2025 |
237
|
$940 M
|
| Maj Invest Holding A/S |
2024 Q4
|
1/22/2025 |
40
|
$3.0 B
|
| RV Capital AG |
2024 Q4
|
1/22/2025 |
11
|
$470 M
|
| Armbruster Capital Management, Inc. |
2024 Q4
|
1/22/2025 |
132
|
$490 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2024 Q4
|
1/22/2025 |
273
|
$3.6 B
|
| Maple-Brown Abbott Ltd |
2024 Q4
|
1/22/2025 |
16
|
$820 M
|
| Granite Group Advisors, LLC |
2024 Q4
|
1/22/2025 |
78
|
$160 M
|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2024 Q4
|
1/21/2025 |
698
|
$3.7 B
|
| TI-TRUST, INC |
2024 Q4
|
1/21/2025 |
125
|
$150 M
|
| Bryant Woods Investment Advisors, LLC |
2024 Q4
|
1/21/2025 |
49
|
$210 M
|
| Peak Financial Management, Inc. |
2024 Q4
|
1/21/2025 |
96
|
$330 M
|
| Narwhal Capital Management |
2024 Q4
|
1/21/2025 |
161
|
$1.1 B
|
| Neumann Advisory Hong Kong Ltd |
2024 Q4
|
1/21/2025 |
10
|
$340 M
|
| Tennessee Valley Asset Management Partners |
2024 Q4
|
1/21/2025 |
155
|
$600 M
|
| Legacy Financial Group LLC |
2024 Q4
|
1/21/2025 |
111
|
$620 B
|
| E Fund Management (Hong Kong) Co., Ltd. |
2024 Q4
|
1/21/2025 |
163
|
$130 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
342
|
$410 M
|
| CALDWELL SUTTER CAPITAL, INC. |
2024 Q4
|
1/21/2025 |
898
|
$210 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/21/2025 |
48
|
$230 M
|
| LINCOLN CAPITAL CORP |
2024 Q4
|
1/21/2025 |
86
|
$240 M
|
| Greater Midwest Financial Group, LLC |
2024 Q4
|
1/21/2025 |
56
|
$160 M
|
| BLACK POINT WEALTH MANAGEMENT |
2024 Q4
|
1/21/2025 |
41
|
$86 M
|
| Crown Oak Advisors, LLC |
2024 Q4
|
1/21/2025 |
26
|
$190 M
|
| Heritage Wealth Management, Inc./Texas |
2024 Q4
|
1/21/2025 |
31
|
$170 M
|
| McGlone Suttner Wealth Management, Inc. |
2024 Q4
|
1/21/2025 |
176
|
$600 M
|
| Financial Partners Group, LLC |
2024 Q4
|
1/21/2025 |
94
|
$240 M
|
| Team Financial Group, LLC |
2024 Q4
|
1/21/2025 |
38
|
$170 M
|
| Sterling Group Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
63
|
$190 M
|
| Astoria Strategic Wealth, Inc. |
2024 Q4
|
1/21/2025 |
32
|
$340 M
|
| Johnson Bixby & Associates, LLC |
2024 Q4
|
1/21/2025 |
116
|
$660 M
|
| Wells Trecaso Financial Group, LLC |
2024 Q4
|
1/21/2025 |
111
|
$310 M
|
| Seneca House Advisors |
2024 Q4
|
1/21/2025 |
92
|
$250 M
|
| Cornerstone Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
580
|
$1.5 B
|
| Sustainable Insight Capital Management, LLC |
2024 Q4
|
1/21/2025 |
73
|
$230 M
|
| Financial Designs Corp |
2024 Q4
|
1/21/2025 |
20
|
$150 M
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/21/2025 |
202
|
$1.1 B
|
| Montecito Bank & Trust |
2024 Q4
|
1/21/2025 |
424
|
$580 M
|
| BRIGHTON JONES LLC |
2024 Q4
|
1/21/2025 |
685
|
$3.5 B
|
| OLIO Financial Planning |
2024 Q4
|
1/21/2025 |
59
|
$280 M
|
| Petix & Botte Co |
2024 Q4
|
1/21/2025 |
123
|
$380 M
|
| SWP FINANCIAL LLC |
2024 Q4
|
1/21/2025 |
67
|
$170 M
|
| Stablepoint Partners, LLC |
2024 Q4
|
1/21/2025 |
241
|
$540 M
|
| Summit Investment Advisory Services, LLC |
2024 Q4
|
1/21/2025 |
70
|
$190 M
|
| Requisite Capital Management, LLC |
2024 Q4
|
1/21/2025 |
95
|
$490 M
|
| REGATTA CAPITAL GROUP, LLC |
2024 Q4
|
1/21/2025 |
186
|
$520 M
|
| 1834 INVESTMENT ADVISORS CO |
2024 Q4
|
1/21/2025 |
210
|
$790 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/21/2025 |
186
|
$1.2 B
|
| FIDELIS iM, LLC |
2024 Q4
|
1/21/2025 |
21
|
$200 M
|
| Navis Wealth Advisors, LLC |
2024 Q4
|
1/21/2025 |
102
|
$92 M
|
| MKT Advisors LLC |
2024 Q4
|
1/21/2025 |
150
|
$230 M
|
| M3 Advisory Group, LLC |
2024 Q4
|
1/21/2025 |
145
|
$140 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2024 Q4
|
1/21/2025 |
89
|
$360 M
|
| GUERRA PAN ADVISORS, LLC |
2024 Q4
|
1/21/2025 |
112
|
$140 M
|
| Cypress Point Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
69
|
$320 M
|
| Embree Financial Group |
2024 Q4
|
1/21/2025 |
195
|
$590 M
|
| Clarendon Private LLC |
2024 Q4
|
1/21/2025 |
101
|
$96 M
|
| CORA CAPITAL ADVISORS LLC |
2024 Q4
|
1/21/2025 |
105
|
$210 M
|
| PB INVESTMENT PARTNERS, L.P. |
2024 Q4
|
1/21/2025 |
8
|
$130 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
128
|
$200 M
|
| Baron Financial Group, LLC |
2024 Q4
|
1/21/2025 |
50
|
$160 M
|
| Flagship Private Wealth, LLC |
2024 Q4
|
1/21/2025 |
100
|
$210 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2024 Q4
|
1/21/2025 |
99
|
$560 M
|
| Fort Henry Capital, LLC |
2024 Q4
|
1/21/2025 |
14
|
$140 M
|
| Consolidated Investment Group LLC |
2024 Q4
|
1/21/2025 |
64
|
$710 M
|
| VISTA INVESTMENT PARTNERS LLC |
2024 Q4
|
1/21/2025 |
149
|
$320 M
|
| Rockwood Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
98
|
$930 M
|
| Crescent Grove Advisors, LLC |
2024 Q4
|
1/21/2025 |
278
|
$1.0 B
|
| Marshall Financial Group, LLC |
2024 Q4
|
1/21/2025 |
218
|
$410 M
|
| RTD Financial Advisors, Inc. |
2024 Q4
|
1/21/2025 |
113
|
$780 M
|
| Park Edge Advisors, LLC |
2024 Q4
|
1/21/2025 |
140
|
$340 M
|
| Canaan Partners XI LLC |
2024 Q4
|
1/21/2025 |
3
|
$77 M
|
| KFG WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
182
|
$530 M
|
| Andina Capital Management, LLC |
2024 Q4
|
1/21/2025 |
107
|
$120 M
|
| Applied Capital LLC/FL |
2024 Q4
|
1/21/2025 |
88
|
$130 M
|
| LifePlan Investment Advisors, Inc. |
2023 Q2
|
1/21/2025 |
53
|
$89 M
|
| LifePlan Investment Advisors, Inc. |
2023 Q3
|
1/21/2025 |
64
|
$94 M
|
| LifePlan Investment Advisors, Inc. |
2023 Q4
|
1/21/2025 |
69
|
$110 M
|
| LifePlan Investment Advisors, Inc. |
2024 Q1
|
1/21/2025 |
83
|
$130 M
|
| LifePlan Investment Advisors, Inc. |
2024 Q3
|
1/21/2025 |
95
|
$160 M
|
| LifePlan Investment Advisors, Inc. |
2024 Q2
|
1/21/2025 |
86
|
$140 M
|
| Regency Capital Management Inc.\DE |
2024 Q4
|
1/21/2025 |
49
|
$180 M
|
| ETF Portfolio Partners, Inc. |
2024 Q4
|
1/21/2025 |
54
|
$330 M
|