| High Net Worth Advisory Group LLC |
2024 Q4
|
1/21/2025 |
219
|
$360 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/21/2025 |
205
|
$680 M
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
70
|
$200 M
|
| J.H. Whitney Equity Partners VII, LLC |
2024 Q4
|
1/21/2025 |
1
|
$220 M
|
| Team Hewins, LLC |
2024 Q4
|
1/21/2025 |
26
|
$230 M
|
| Asio Capital, LLC |
2024 Q4
|
1/21/2025 |
104
|
$530 M
|
| Echo Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
48
|
$140 M
|
| Archford Capital Strategies, LLC |
2024 Q4
|
1/21/2025 |
266
|
$660 M
|
| FIRST CITIZENS BANK & TRUST CO |
2024 Q4
|
1/21/2025 |
727
|
$5.4 B
|
| Investment Research & Advisory Group, Inc. |
2024 Q4
|
1/21/2025 |
212
|
$240 M
|
| Duncan Williams Asset Management, LLC |
2024 Q4
|
1/21/2025 |
146
|
$250 M
|
| ANDERSON HOAGLAND & CO |
2024 Q4
|
1/21/2025 |
137
|
$970 M
|
| Olstein Capital Management, L.P. |
2024 Q4
|
1/21/2025 |
98
|
$570 M
|
| Alan B Lancz & Associates, Inc. |
2024 Q4
|
1/21/2025 |
127
|
$98 M
|
| Jacksonville Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
59
|
$110 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2024 Q4
|
1/21/2025 |
220
|
$750 M
|
| DUALITY ADVISERS, LP |
2024 Q4
|
1/21/2025 |
1
|
$0
|
| Arkfeld Wealth Strategies, L.L.C. |
2024 Q4
|
1/21/2025 |
93
|
$220 M
|
| Merkkuri Wealth Advisors LLC |
2024 Q4
|
1/21/2025 |
84
|
$130 M
|
| TTP Investments, Inc. |
2024 Q4
|
1/21/2025 |
37
|
$290 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2024 Q4
|
1/21/2025 |
148
|
$310 M
|
| TTP Investments, Inc. |
2024 Q3 - RESTATEMENT
|
1/21/2025 |
32
|
$290 M
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2024 Q4
|
1/21/2025 |
159
|
$1.7 B
|
| Affiance Financial, LLC |
2024 Q4
|
1/21/2025 |
104
|
$420 M
|
| AlphaMark Advisors, LLC |
2024 Q4
|
1/21/2025 |
642
|
$230 M
|
| Grassi Investment Management |
2024 Q4 - RESTATEMENT
|
1/21/2025 |
130
|
$1.2 B
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2024 Q4
|
1/21/2025 |
63
|
$880 M
|
| MOODY LYNN & LIEBERSON, LLC |
2024 Q4
|
1/21/2025 |
246
|
$1.6 B
|
| Alpha Financial Advisors, LLC |
2024 Q4
|
1/21/2025 |
49
|
$220 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2024 Q4
|
1/21/2025 |
737
|
$1.9 B
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2024 Q4
|
1/21/2025 |
130
|
$270 M
|
| Insight Inv LLC |
2024 Q4
|
1/21/2025 |
124
|
$140 M
|
| Stewardship Advisors, LLC |
2024 Q4
|
1/21/2025 |
152
|
$360 M
|
| Running Oak Capital LLC |
2024 Q4
|
1/21/2025 |
112
|
$770 M
|
| B.O.S.S. Retirement Advisors, LLC |
2024 Q4
|
1/21/2025 |
178
|
$360 M
|
| ADVOCATE GROUP LLC |
2024 Q4
|
1/21/2025 |
115
|
$530 M
|
| VANTAGE WEALTH |
2024 Q4
|
1/21/2025 |
32
|
$460 M
|
| First Bancorp, Inc /ME/ |
2024 Q4
|
1/21/2025 |
222
|
$150 M
|
| Compass Wealth Management LLC |
2024 Q4
|
1/21/2025 |
395
|
$420 M
|
| Nikulski Financial, Inc. |
2024 Q4
|
1/21/2025 |
133
|
$340 M
|
| Grange Capital, LLC |
2024 Q4
|
1/21/2025 |
42
|
$95 M
|
| TOTH FINANCIAL ADVISORY CORP |
2024 Q4
|
1/21/2025 |
699
|
$850 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2024 Q4
|
1/21/2025 |
20
|
$290 M
|
| Cedar Mountain Advisors, LLC |
2024 Q4
|
1/21/2025 |
377
|
$460 M
|
| Monte Financial Group, LLC |
2024 Q4
|
1/21/2025 |
84
|
$230 M
|
| CFS Investment Advisory Services, LLC |
2024 Q4
|
1/21/2025 |
294
|
$1.1 B
|
| Tributary Capital Management, LLC |
2024 Q4
|
1/21/2025 |
227
|
$1.3 B
|
| GSB Wealth Management, LLC |
2024 Q4
|
1/21/2025 |
216
|
$390 M
|
| GRIMES & COMPANY, INC. |
2024 Q4
|
1/21/2025 |
448
|
$3.5 B
|
| SJS Investment Consulting Inc. |
2024 Q4
|
1/21/2025 |
1,875
|
$580 M
|
| Fenimore Asset Management Inc |
2024 Q4
|
1/21/2025 |
94
|
$4.8 B
|
| FIFTH THIRD BANCORP |
2024 Q4
|
1/21/2025 |
2,507
|
$28 B
|
| apricus wealth, LLC |
2024 Q4
|
1/21/2025 |
101
|
$150 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2024 Q4
|
1/21/2025 |
154
|
$7.6 B
|
| Lantz Financial LLC |
2024 Q4
|
1/21/2025 |
227
|
$380 M
|
| Linden Thomas Advisory Services, LLC |
2024 Q4
|
1/21/2025 |
469
|
$790 M
|
| Cyndeo Wealth Partners, LLC |
2024 Q4
|
1/21/2025 |
441
|
$1.5 B
|
| Geneos Wealth Management Inc. |
2024 Q4
|
1/21/2025 |
2,879
|
$2.9 B
|
| Legacy Wealth Management, Inc |
2024 Q4
|
1/21/2025 |
42
|
$1.6 B
|
| Dynamic Advisor Solutions LLC |
2024 Q4
|
1/21/2025 |
652
|
$2.3 B
|
| Aspiring Ventures, LLC |
2024 Q4
|
1/21/2025 |
54
|
$160 M
|
| HILLMAN CO |
2024 Q4
|
1/21/2025 |
13
|
$240 M
|
| Accel Wealth Management |
2024 Q4
|
1/21/2025 |
251
|
$260 M
|
| DGS Capital Management, LLC |
2024 Q4
|
1/21/2025 |
306
|
$400 M
|
| CHEMUNG CANAL TRUST CO |
2024 Q4
|
1/21/2025 |
223
|
$480 M
|
| BENNETT SELBY INVESTMENTS LP |
2024 Q4
|
1/21/2025 |
74
|
$250 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2024 Q4
|
1/21/2025 |
160
|
$200 M
|
| AM INVESTMENT STRATEGIES LLC |
2024 Q4
|
1/21/2025 |
100
|
$410 M
|
| Nepsis Inc. |
2024 Q4
|
1/21/2025 |
27
|
$400 M
|
| Pflug Koory, LLC |
2024 Q4
|
1/21/2025 |
399
|
$200 M
|
| Vishria Bird Financial Group, LLC |
2024 Q4
|
1/21/2025 |
79
|
$290 M
|
| PCG Wealth Advisors, LLC |
2024 Q4
|
1/21/2025 |
126
|
$270 M
|
| Carr Financial Group Corp |
2024 Q4
|
1/21/2025 |
185
|
$320 M
|
| CHAPIN DAVIS, INC. |
2024 Q4
|
1/21/2025 |
231
|
$310 M
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
2024 Q4
|
1/21/2025 |
130
|
$140 M
|
| Cornerstone Wealth Advisors, Inc. |
2024 Q4
|
1/21/2025 |
52
|
$360 M
|
| McGuire Investment Group, LLC |
2024 Q4
|
1/21/2025 |
109
|
$690 M
|
| PETREDIS INVESTMENT ADVISORS LLC |
2024 Q4
|
1/21/2025 |
98
|
$970 M
|
| Crocodile Capital Partners GmbH |
2024 Q4
|
1/21/2025 |
10
|
$36 M
|
| Atlas Private Wealth Advisors |
2024 Q4
|
1/21/2025 |
170
|
$710 M
|
| WEALTH MANAGEMENT RESOURCES, INC. |
2024 Q4
|
1/21/2025 |
31
|
$270 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2024 Q4
|
1/21/2025 |
117
|
$340 M
|
| Goelzer Investment Management, Inc. |
2024 Q4
|
1/21/2025 |
235
|
$1.7 B
|
| Castleview Partners, LLC |
2024 Q4 - RESTATEMENT
|
1/21/2025 |
581
|
$190 M
|
| INCOME RESEARCH & MANAGEMENT |
2024 Q4
|
1/21/2025 |
25
|
$210 M
|
| Euro Pacific Asset Management, LLC |
2024 Q4
|
1/21/2025 |
71
|
$460 M
|
| Curated Wealth Partners LLC |
2024 Q4
|
1/21/2025 |
248
|
$880 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2024 Q4
|
1/21/2025 |
50
|
$210 M
|
| Gradient Investments LLC |
2024 Q4
|
1/21/2025 |
298
|
$4.9 B
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2024 Q4
|
1/21/2025 |
68
|
$1.5 B
|
| Liquid Strategies, LLC |
2024 Q4
|
1/21/2025 |
14
|
$490 M
|
| Benin Management CORP |
2024 Q4
|
1/21/2025 |
125
|
$360 M
|
| Sachetta, LLC |
2024 Q4
|
1/21/2025 |
1,585
|
$250 M
|
| Wolff Financial Management LLC |
2024 Q4
|
1/21/2025 |
94
|
$360 M
|
| Wheelhouse Advisory Group LLC |
2024 Q4
|
1/21/2025 |
43
|
$170 M
|
| Presima Securities ULC |
2024 Q4
|
1/21/2025 |
51
|
$410 M
|
| Encompass More Asset Management |
2024 Q4
|
1/21/2025 |
189
|
$300 M
|
| Disciplined Equity Management, Inc. |
2024 Q4
|
1/21/2025 |
58
|
$150 M
|
| Impact Partnership Wealth, LLC |
2024 Q4
|
1/21/2025 |
289
|
$500 M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2024 Q4
|
1/21/2025 |
234
|
$1.3 B
|