| Independent Wealth Network Inc. |
2024 Q4
|
1/17/2025 |
236
|
$250 M
|
| GoalVest Advisory LLC |
2024 Q4
|
1/17/2025 |
379
|
$360 M
|
| REDMONT WEALTH ADVISORS LLC |
2024 Q4
|
1/17/2025 |
63
|
$58 M
|
| SG Americas Securities, LLC |
2024 Q4
|
1/17/2025 |
3,101
|
$24 B
|
| Eagle Capital Management, LLC |
2024 Q4
|
1/17/2025 |
40
|
$250 M
|
| Baker Ellis Asset Management LLC |
2024 Q4
|
1/17/2025 |
215
|
$680 M
|
| Janney Capital Management LLC |
2024 Q4
|
1/17/2025 |
242
|
$1.5 B
|
| Janney Montgomery Scott LLC |
2024 Q4
|
1/17/2025 |
2,679
|
$36 B
|
| BDF-GESTION |
2024 Q4
|
1/17/2025 |
152
|
$930 M
|
| Corundum Trust Company, INC |
2024 Q4
|
1/17/2025 |
49
|
$33 M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2024 Q4
|
1/17/2025 |
1,129
|
$6.9 B
|
| Lake Hills Wealth Management, LLC |
2024 Q4
|
1/17/2025 |
62
|
$150 M
|
| DUPONT CAPITAL MANAGEMENT CORP |
2024 Q4
|
1/17/2025 |
116
|
$1.1 B
|
| Westside Investment Management, Inc. |
2024 Q4
|
1/17/2025 |
1,250
|
$470 M
|
| DAYMARK WEALTH PARTNERS, LLC |
2024 Q4 - RESTATEMENT
|
1/17/2025 |
493
|
$2.4 B
|
| Cetera Trust Company, N.A |
2024 Q4
|
1/17/2025 |
387
|
$150 M
|
| Park Place Capital Corp |
2024 Q4
|
1/17/2025 |
809
|
$360 M
|
| R.H. Dinel Investment Counsel, Inc. |
2024 Q4
|
1/17/2025 |
42
|
$150 M
|
| VIKING FUND MANAGEMENT LLC |
2024 Q4
|
1/17/2025 |
132
|
$640 M
|
| Global Trust Asset Management, LLC |
2024 Q4
|
1/17/2025 |
550
|
$260 M
|
| Silchester International Investors LLP |
2024 Q4
|
1/17/2025 |
4
|
$810 M
|
| Advisory Alpha, LLC |
2024 Q4
|
1/17/2025 |
437
|
$2.8 B
|
| West Branch Capital LLC |
2024 Q4
|
1/17/2025 |
546
|
$310 M
|
| NorthLanding Financial Partners, LLC |
2024 Q4
|
1/17/2025 |
35
|
$99 M
|
| MBM WEALTH CONSULTANTS, LLC |
2024 Q4
|
1/17/2025 |
104
|
$340 M
|
| Missouri Trust & Investment Co |
2024 Q4
|
1/17/2025 |
436
|
$280 M
|
| KRAFT ASSET MANAGEMENT, LLC |
2024 Q4
|
1/17/2025 |
52
|
$130 M
|
| Sharp Financial Services, LLC |
2024 Q4
|
1/17/2025 |
96
|
$130 M
|
| Rolek Wealth Management LLC |
2024 Q4
|
1/17/2025 |
11
|
$130 M
|
| Phillips Wealth Planners LLC |
2024 Q4
|
1/17/2025 |
176
|
$100 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2024 Q4
|
1/17/2025 |
71
|
$130 M
|
| Evolution Wealth Advisors, LLC |
2024 Q4
|
1/17/2025 |
143
|
$600 M
|
| Paradiem, LLC |
2024 Q4
|
1/17/2025 |
52
|
$370 M
|
| MARINO, STRAM & ASSOCIATES LLC |
2024 Q4
|
1/17/2025 |
171
|
$450 M
|
| KELLEHER FINANCIAL ADVISORS |
2024 Q4
|
1/17/2025 |
114
|
$260 M
|
| Magnus Financial Group LLC |
2024 Q4
|
1/17/2025 |
364
|
$1.0 B
|
| DAYMARK WEALTH PARTNERS, LLC |
2024 Q4
|
1/17/2025 |
493
|
$2.4 B
|
| LifeGuide Financial Advisors, LLC |
2024 Q4
|
1/17/2025 |
42
|
$230 M
|
| LUTS & GREENLEIGH GROUP, INC |
2024 Q4
|
1/17/2025 |
78
|
$100 M
|
| Investment Advisory Group, LLC |
2024 Q4
|
1/17/2025 |
168
|
$300 M
|
| Finley Financial, LLC |
2024 Q4
|
1/17/2025 |
122
|
$190 M
|
| Madison Park Capital Advisors, LLC |
2024 Q4
|
1/17/2025 |
59
|
$130 M
|
| Phoenix Wealth Advisors |
2024 Q4
|
1/17/2025 |
120
|
$230 M
|
| ForthRight Wealth Management, LLC |
2024 Q4
|
1/17/2025 |
60
|
$300 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/17/2025 |
202
|
$150 M
|
| ALBION FINANCIAL GROUP /UT |
2024 Q4
|
1/17/2025 |
683
|
$1.5 B
|
| ERTS Wealth Advisors, LLC |
2024 Q4
|
1/17/2025 |
85
|
$530 M
|
| EAGLE WEALTH STRATEGIES LLC |
2024 Q4
|
1/17/2025 |
105
|
$140 M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2024 Q4
|
1/17/2025 |
56
|
$130 M
|
| Dakota Wealth Management |
2024 Q4
|
1/17/2025 |
748
|
$4.3 B
|
| COREPATH WEALTH PARTNERS LLC |
2024 Q4
|
1/17/2025 |
29
|
$100 M
|
| Davis Capital Management |
2024 Q4
|
1/17/2025 |
315
|
$120 M
|
| Well Done, LLC |
2024 Q4
|
1/17/2025 |
178
|
$550 M
|
| BOURNE LENT ASSET MANAGEMENT INC |
2024 Q4
|
1/17/2025 |
61
|
$260 M
|
| Braun-Bostich & Associates Inc. |
2024 Q4
|
1/17/2025 |
108
|
$140 M
|
| EADS & HEALD WEALTH MANAGEMENT |
2024 Q4
|
1/17/2025 |
135
|
$200 M
|
| BARLOW WEALTH PARTNERS, INC. |
2024 Q4
|
1/17/2025 |
136
|
$790 M
|
| XML Financial, LLC |
2024 Q4
|
1/17/2025 |
358
|
$1.1 B
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2024 Q4
|
1/17/2025 |
73
|
$140 M
|
| All-Stars Investment Ltd |
2024 Q4
|
1/17/2025 |
3
|
$270 M
|
| NISA INVESTMENT ADVISORS, LLC |
2024 Q4
|
1/17/2025 |
3,132
|
$26 B
|
| Southern Farm Bureau Life Insurance |
2024 Q4
|
1/17/2025 |
16
|
$700 M
|
| Beaumont Financial Advisors, LLC |
2024 Q4
|
1/17/2025 |
369
|
$1.3 B
|
| MCF Advisors LLC |
2024 Q4
|
1/17/2025 |
1,019
|
$1.4 B
|
| White Pine Investment CO |
2024 Q4
|
1/17/2025 |
67
|
$370 M
|
| Capstone Wealth Management, LLC |
2024 Q4
|
1/17/2025 |
47
|
$100 M
|
| Mirabaud & Cie SA |
2024 Q4
|
1/17/2025 |
60
|
$310 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2024 Q4
|
1/17/2025 |
180
|
$980 M
|
| GENESIS PRIVATE WEALTH, LLC |
2024 Q4
|
1/17/2025 |
136
|
$180 M
|
| SIMON QUICK ADVISORS, LLC |
2024 Q4
|
1/17/2025 |
492
|
$1.7 B
|
| GREENHAVEN ASSOCIATES INC |
2024 Q4
|
1/17/2025 |
24
|
$6.8 B
|
| Red Spruce Capital, LLC |
2024 Q4
|
1/17/2025 |
89
|
$230 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2024 Q4
|
1/17/2025 |
375
|
$820 M
|
| Proquility Private Wealth Partners, LLC |
2024 Q4
|
1/17/2025 |
88
|
$310 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/17/2025 |
118
|
$540 M
|
| OLYMPUS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/17/2025 |
17
|
$270 M
|
| Texas County & District Retirement System |
2024 Q4
|
1/17/2025 |
1
|
$96 M
|
| Aspire Private Capital, LLC |
2024 Q4
|
1/17/2025 |
165
|
$400 M
|
| Tide Cove Capital Partners LLC |
2024 Q4
|
1/17/2025 |
16
|
$130 M
|
| Verum Partners LLC |
2024 Q4
|
1/17/2025 |
164
|
$350 M
|
| Perfromance Wealth Partners, LLC |
2024 Q4
|
1/17/2025 |
185
|
$3.1 B
|
| Oxinas Partners Wealth Management LLC |
2024 Q4
|
1/17/2025 |
117
|
$170 M
|
| Octavia Wealth Advisors, LLC |
2024 Q4
|
1/17/2025 |
221
|
$820 M
|
| COMMONS CAPITAL, LLC |
2024 Q4
|
1/17/2025 |
93
|
$110 M
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2024 Q4
|
1/17/2025 |
111
|
$230 M
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
2024 Q4
|
1/17/2025 |
40
|
$800 M
|
| TB Alternative Assets Ltd. |
2024 Q4
|
1/17/2025 |
43
|
$390 M
|
| Perpetual Ltd |
2024 Q4
|
1/17/2025 |
663
|
$8.5 B
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2024 Q4
|
1/17/2025 |
435
|
$17 B
|
| Exchange Bank |
2024 Q4
|
1/16/2025 |
180
|
$120 M
|
| Planned Solutions, Inc. |
2024 Q4
|
1/16/2025 |
111
|
$250 M
|
| Wall Street Financial Group, Inc. |
2024 Q4
|
1/16/2025 |
39
|
$100 M
|
| Farrell Financial LLC |
2024 Q4
|
1/16/2025 |
66
|
$140 M
|
| ACT WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
46
|
$210 M
|
| Enclave Advisors LLC |
2024 Q4
|
1/16/2025 |
123
|
$610 M
|
| JBGlobal.com LLC |
2024 Q4
|
1/16/2025 |
31
|
$95 M
|
| Roberts Wealth Advisors, LLC |
2024 Q4
|
1/16/2025 |
100
|
$330 M
|
| Howard Capital Management Group, LLC |
2024 Q4
|
1/16/2025 |
138
|
$1.5 B
|
| Segment Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
262
|
$1.5 B
|
| ADE, LLC |
2024 Q4
|
1/16/2025 |
81
|
$160 M
|