| Southland Equity Partners LLC |
2024 Q4
|
1/21/2025 |
224
|
$430 M
|
| Castleview Partners, LLC |
2024 Q4
|
1/21/2025 |
544
|
$170 M
|
| St. Johns Investment Management Company, LLC |
2024 Q4
|
1/21/2025 |
212
|
$210 M
|
| Metropolis Capital Ltd |
2024 Q4
|
1/21/2025 |
14
|
$2.9 B
|
| Courant Investment Management LLC |
2024 Q4
|
1/21/2025 |
8
|
$120 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2024 Q4
|
1/21/2025 |
14
|
$190 M
|
| Sound Income Strategies, LLC |
2024 Q4
|
1/21/2025 |
1,478
|
$1.6 B
|
| Manitou Investment Management Ltd. |
2024 Q4
|
1/21/2025 |
55
|
$510 M
|
| Harel Insurance Investments & Financial Services Ltd. |
2024 Q4
|
1/21/2025 |
474
|
$6.1 B
|
| Midwest Financial Group LLC |
2024 Q4
|
1/21/2025 |
111
|
$170 M
|
| CX Institutional |
2024 Q4
|
1/21/2025 |
535
|
$2.5 B
|
| EXCHANGE TRADED CONCEPTS, LLC |
2024 Q4
|
1/21/2025 |
1,845
|
$5.0 B
|
| Zweig-DiMenna Associates LLC |
2024 Q4
|
1/21/2025 |
89
|
$1.3 B
|
| Berbice Capital Management LLC |
2024 Q4
|
1/21/2025 |
132
|
$120 M
|
| Rodgers & Associates, LTD |
2024 Q4
|
1/21/2025 |
98
|
$840 M
|
| Lindsell Train Ltd |
2024 Q4
|
1/21/2025 |
28
|
$4.0 B
|
| LexAurum Advisors, LLC |
2024 Q4
|
1/21/2025 |
334
|
$500 M
|
| Rappaport Reiches Capital Management, LLC |
2024 Q4
|
1/21/2025 |
109
|
$390 M
|
| RFG Advisory, LLC |
2024 Q4
|
1/21/2025 |
758
|
$3.5 B
|
| ONE Advisory Partners, LLC |
2024 Q4
|
1/21/2025 |
45
|
$230 M
|
| Private Capital Advisors, Inc. |
2024 Q4
|
1/21/2025 |
75
|
$840 M
|
| TABR Capital Management, LLC |
2024 Q4
|
1/21/2025 |
29
|
$110 M
|
| Silver Lake Advisory, LLC |
2024 Q4
|
1/21/2025 |
96
|
$230 M
|
| Oliver Luxxe Assets LLC |
2024 Q4 - NEW HOLDINGS
|
1/21/2025 |
182
|
$550 M
|
| Shilanski & Associates, Inc. |
2024 Q4
|
1/21/2025 |
101
|
$310 M
|
| Matthew Goff Investment Advisor, LLC |
2024 Q4
|
1/21/2025 |
102
|
$540 M
|
| Neumann Capital Management, LLC |
2024 Q4
|
1/21/2025 |
101
|
$300 M
|
| Carmel Capital Management L.L.C. |
2024 Q4
|
1/21/2025 |
26
|
$260 M
|
| MOTIVE WEALTH ADVISORS |
2024 Q4
|
1/21/2025 |
75
|
$190 M
|
| MFA Wealth Services |
2024 Q4
|
1/21/2025 |
108
|
$120 M
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
2024 Q4
|
1/21/2025 |
201
|
$3.2 B
|
| NIPPON LIFE INSURANCE CO |
2024 Q4
|
1/21/2025 |
4
|
$5.9 B
|
| One Wealth Management Investment & Advisory Services, LLC |
2024 Q4
|
1/21/2025 |
47
|
$63 M
|
| Vida Ventures Advisors, LLC |
2024 Q4
|
1/21/2025 |
6
|
$150 M
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2024 Q4
|
1/21/2025 |
59
|
$610 M
|
| Hedges Asset Management LLC |
2024 Q4
|
1/17/2025 |
110
|
$150 M
|
| High Probability Advisors, LLC |
2024 Q4
|
1/17/2025 |
55
|
$560 M
|
| Lifestyle Asset Management, Inc. |
2024 Q4
|
1/17/2025 |
105
|
$180 M
|
| Yeomans Consulting Group, Inc. |
2024 Q4
|
1/17/2025 |
97
|
$270 M
|
| Spinnaker Investment Group, LLC |
2024 Q4
|
1/17/2025 |
93
|
$410 M
|
| Key Client Fiduciary Advisors, LLC |
2024 Q4
|
1/17/2025 |
196
|
$230 M
|
| Apeiron RIA LLC |
2024 Q4
|
1/17/2025 |
205
|
$360 M
|
| Veracity Capital LLC |
2024 Q4
|
1/17/2025 |
226
|
$280 M
|
| Secure Asset Management, LLC |
2024 Q4
|
1/17/2025 |
320
|
$660 M
|
| Verde Capital Management |
2024 Q4
|
1/17/2025 |
64
|
$350 M
|
| Seros Financial, LLC |
2024 Q4
|
1/17/2025 |
52
|
$110 M
|
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2024 Q4
|
1/17/2025 |
127
|
$590 M
|
| Avior Wealth Management, LLC |
2024 Q4
|
1/17/2025 |
2,582
|
$2.7 B
|
| Whalen Wealth Management Inc. |
2024 Q4
|
1/17/2025 |
138
|
$140 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2024 Q4
|
1/17/2025 |
250
|
$2.3 B
|
| ENDEAVOR PRIVATE WEALTH, INC. |
2024 Q4
|
1/17/2025 |
189
|
$110 M
|
| BURR FINANCIAL SERVICES, LLC |
2024 Q4
|
1/17/2025 |
30
|
$150 M
|
| Bill Few Associates, Inc. |
2024 Q4
|
1/17/2025 |
174
|
$280 M
|
| Peterson Wealth Advisors, LLC |
2024 Q4
|
1/17/2025 |
83
|
$550 M
|
| Teamwork Financial Advisors, LLC |
2024 Q4
|
1/17/2025 |
176
|
$770 M
|
| MinichMacGregor Wealth Management, LLC |
2024 Q4
|
1/17/2025 |
119
|
$480 M
|
| Smallwood Wealth Investment Management, LLC |
2024 Q4
|
1/17/2025 |
80
|
$150 M
|
| Cerro Pacific Wealth Advisors LLC |
2024 Q4
|
1/17/2025 |
162
|
$300 M
|
| New Century Financial Group, LLC |
2024 Q4
|
1/17/2025 |
286
|
$240 M
|
| FCG Investment Co |
2024 Q4
|
1/17/2025 |
85
|
$160 M
|
| Marks Wealth, LLC |
2024 Q4
|
1/17/2025 |
16
|
$210 M
|
| Red Door Wealth Management, LLC |
2024 Q4
|
1/17/2025 |
227
|
$650 M
|
| Private Wealth Group, LLC |
2024 Q4
|
1/17/2025 |
65
|
$200 M
|
| IVC Wealth Advisors LLC |
2024 Q4
|
1/17/2025 |
151
|
$180 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2024 Q4
|
1/17/2025 |
75
|
$620 M
|
| Donoghue Forlines LLC |
2024 Q4
|
1/17/2025 |
99
|
$300 M
|
| Madrona Financial Services, LLC |
2024 Q4
|
1/17/2025 |
110
|
$370 M
|
| Galvin, Gaustad & Stein, LLC |
2024 Q4
|
1/17/2025 |
182
|
$1.1 B
|
| International City Management Association Retirement Corp |
2024 Q4
|
1/17/2025 |
5
|
$160 M
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2024 Q4
|
1/17/2025 |
8
|
$620 M
|
| Cardinal Capital Management, Inc. |
2024 Q4
|
1/17/2025 |
69
|
$2.9 B
|
| Capital Planning Advisors, LLC |
2024 Q4
|
1/17/2025 |
137
|
$650 M
|
| Cedar Point Capital Partners, LLC |
2024 Q4
|
1/17/2025 |
63
|
$150 M
|
| Edge Financial Advisors LLC |
2024 Q4
|
1/17/2025 |
92
|
$110 M
|
| Inspire Investing, LLC |
2024 Q4
|
1/17/2025 |
824
|
$890 M
|
| Goldstein Advisors, LLC |
2024 Q4
|
1/17/2025 |
202
|
$690 M
|
| FIDUCIARY FAMILY OFFICE, LLC |
2024 Q4
|
1/17/2025 |
75
|
$340 M
|
| New Harbor Financial Group, LLC |
2024 Q4
|
1/17/2025 |
75
|
$340 M
|
| TRUST CO OF OKLAHOMA |
2024 Q4
|
1/17/2025 |
171
|
$310 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2024 Q4
|
1/17/2025 |
98
|
$600 M
|
| Raleigh Capital Management Inc. |
2024 Q4
|
1/17/2025 |
1,021
|
$260 M
|
| ADIRONDACK TRUST CO |
2024 Q4
|
1/17/2025 |
574
|
$260 M
|
| Mustard Seed Financial, LLC |
2024 Q4
|
1/17/2025 |
81
|
$120 M
|
| Granger Management LLC |
2024 Q4
|
1/17/2025 |
7
|
$440 M
|
| Marathon Strategic Advisors, LLC |
2024 Q4
|
1/17/2025 |
36
|
$92 M
|
| D.B. Root & Company, LLC |
2024 Q4
|
1/17/2025 |
184
|
$310 M
|
| Mutual Advisors, LLC |
2024 Q4
|
1/17/2025 |
1,084
|
$3.5 B
|
| RIVERBRIDGE PARTNERS LLC |
2024 Q4
|
1/17/2025 |
179
|
$7.3 B
|
| First PREMIER Bank |
2024 Q4
|
1/17/2025 |
612
|
$390 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2024 Q4
|
1/17/2025 |
35
|
$210 M
|
| Echo45 Advisors LLC |
2024 Q4
|
1/17/2025 |
52
|
$150 M
|
| WESBANCO BANK INC |
2024 Q4
|
1/17/2025 |
1,213
|
$2.9 B
|
| Hudson Capital Management LLC |
2024 Q4
|
1/17/2025 |
66
|
$320 M
|
| Rothschild & Co Wealth Management UK Ltd |
2024 Q4
|
1/17/2025 |
31
|
$5.7 B
|
| XR Securities LLC |
2024 Q4
|
1/17/2025 |
9
|
$5.4 M
|
| Olistico Wealth, LLC |
2024 Q4
|
1/17/2025 |
310
|
$170 M
|
| True North Advisors, LLC |
2024 Q4
|
1/17/2025 |
185
|
$420 M
|
| WENDELL DAVID ASSOCIATES INC |
2024 Q4
|
1/17/2025 |
154
|
$1.0 B
|
| Traynor Capital Management, Inc. |
2024 Q4
|
1/17/2025 |
294
|
$1.5 B
|
| SMI Advisory Services, LLC |
2024 Q4
|
1/17/2025 |
67
|
$430 M
|