| Greystone Financial Group, LLC |
2025 Q1
|
4/14/2025 |
99
|
$550 M
|
| TOTH FINANCIAL ADVISORY CORP |
2025 Q1
|
4/14/2025 |
712
|
$830 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q1
|
4/14/2025 |
253
|
$1.4 B
|
| Shorepath Capital Management LLC |
2025 Q1
|
4/14/2025 |
23
|
$130 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2025 Q1
|
4/14/2025 |
50
|
$630 M
|
| Fenimore Asset Management Inc |
2025 Q1
|
4/14/2025 |
91
|
$4.7 B
|
| Vert Asset Management LLC |
2025 Q1
|
4/14/2025 |
45
|
$290 M
|
| Outlook Wealth Advisors, LLC |
2025 Q1
|
4/14/2025 |
262
|
$360 M
|
| Werlinich Asset Management, LLC |
2025 Q1
|
4/14/2025 |
59
|
$160 M
|
| Pillar Wealth Advisors, LLC |
2025 Q1
|
4/14/2025 |
1
|
$0
|
| BLACK POINT WEALTH MANAGEMENT |
2025 Q1
|
4/14/2025 |
13
|
$17 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/14/2025 |
73
|
$250 M
|
| McDonough Capital Management, Inc |
2025 Q1
|
4/14/2025 |
48
|
$150 M
|
| FIRST CITIZENS BANK & TRUST CO |
2025 Q1
|
4/14/2025 |
773
|
$3.9 B
|
| Financial Designs Corp |
2025 Q1
|
4/14/2025 |
20
|
$140 M
|
| McCarthy & Cox |
2025 Q1
|
4/14/2025 |
61
|
$230 M
|
| Sherman Asset Management, Inc. |
2025 Q1
|
4/14/2025 |
152
|
$100 M
|
| AHL INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/14/2025 |
68
|
$150 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2025 Q1
|
4/14/2025 |
53
|
$110 M
|
| Cabot-Wellington, LLC |
2025 Q1
|
4/14/2025 |
5
|
$270 M
|
| Single Point Partners, LLC |
2025 Q1
|
4/14/2025 |
87
|
$430 M
|
| Priebe Wealth Holdings LLC |
2025 Q1
|
4/14/2025 |
77
|
$160 M
|
| Abacus Planning Group, Inc. |
2025 Q1
|
4/14/2025 |
236
|
$570 M
|
| Compass Planning Associates Inc |
2025 Q1
|
4/14/2025 |
131
|
$99 M
|
| Tanglewood Wealth Management, Inc. |
2025 Q1
|
4/14/2025 |
36
|
$890 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2025 Q1
|
4/14/2025 |
22
|
$190 M
|
| Capital Investment Advisors, LLC |
2025 Q1
|
4/14/2025 |
682
|
$5.1 B
|
| Cedar Mountain Advisors, LLC |
2025 Q1
|
4/14/2025 |
353
|
$450 M
|
| BCS Wealth Management |
2025 Q1
|
4/14/2025 |
243
|
$390 M
|
| Pillar Financial Advisors, LLC |
2025 Q1
|
4/14/2025 |
111
|
$130 M
|
| Disciplined Equity Management, Inc. |
2025 Q1
|
4/14/2025 |
59
|
$140 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2025 Q1
|
4/14/2025 |
512
|
$5.2 B
|
| GoodHaven Capital Management, LLC |
2025 Q1
|
4/14/2025 |
25
|
$300 M
|
| 25 LLC |
2025 Q1
|
4/14/2025 |
59
|
$240 M
|
| CGC Financial Services, LLC |
2025 Q1
|
4/14/2025 |
337
|
$250 M
|
| Hickory Point Bank & Trust |
2025 Q1
|
4/14/2025 |
122
|
$110 M
|
| PFW Advisors LLC |
2025 Q1
|
4/14/2025 |
121
|
$320 M
|
| RV Capital AG |
2025 Q1
|
4/14/2025 |
11
|
$450 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2025 Q1
|
4/14/2025 |
113
|
$150 M
|
| CENTRAL BANK & TRUST CO |
2025 Q1
|
4/14/2025 |
196
|
$600 M
|
| Lloyd Advisory Services, LLC. |
2025 Q1
|
4/14/2025 |
98
|
$200 M
|
| Meridian Financial Partners LLC |
2025 Q1
|
4/14/2025 |
104
|
$200 M
|
| BENNETT SELBY INVESTMENTS LP |
2025 Q1
|
4/14/2025 |
75
|
$250 M
|
| Bangor Savings Bank |
2025 Q1
|
4/14/2025 |
729
|
$1.1 B
|
| STANCE CAPITAL LLC |
2024 Q4
|
4/14/2025 |
387
|
$160 M
|
| PARK AVENUE SECURITIES LLC |
2025 Q1
|
4/14/2025 |
1,155
|
$8.1 B
|
| OLD NATIONAL BANCORP /IN/ |
2025 Q1
|
4/14/2025 |
902
|
$3.8 B
|
| SOA Wealth Advisors, LLC. |
2025 Q1
|
4/14/2025 |
882
|
$480 M
|
| Global Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
28
|
$170 M
|
| Lansforsakringar Fondforvaltning AB (publ) |
2024 Q4 - NEW HOLDINGS
|
4/14/2025 |
563
|
$18 B
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/14/2025 |
90
|
$180 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2025 Q1
|
4/14/2025 |
83
|
$710 M
|
| Flagship Private Wealth, LLC |
2025 Q1
|
4/14/2025 |
101
|
$210 M
|
| Broadway Wealth Solutions, Inc. |
2025 Q1
|
4/14/2025 |
88
|
$140 M
|
| Greenspring Advisors, LLC |
2025 Q1
|
4/14/2025 |
99
|
$420 M
|
| Client First Investment Management LLC |
2025 Q1
|
4/14/2025 |
14
|
$150 M
|
| Kennebec Savings Bank |
2025 Q1
|
4/14/2025 |
272
|
$94 M
|
| NavPoint Financial, Inc. |
2025 Q1
|
4/14/2025 |
55
|
$140 M
|
| Upper Left Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
62
|
$140 M
|
| Seilern Investment Management Ltd |
2025 Q1
|
4/14/2025 |
23
|
$1.5 B
|
| RDA Financial Network |
2025 Q1
|
4/14/2025 |
243
|
$340 M
|
| Miracle Mile Advisors, LLC |
2025 Q1
|
4/14/2025 |
647
|
$5.0 B
|
| Baron Financial Group, LLC |
2025 Q1
|
4/14/2025 |
47
|
$160 M
|
| Patriot Financial Group Insurance Agency, LLC |
2025 Q1
|
4/14/2025 |
493
|
$750 M
|
| Financial Advisory Corp |
2025 Q1
|
4/14/2025 |
47
|
$600 M
|
| Revolve Wealth Partners, LLC |
2025 Q1
|
4/14/2025 |
225
|
$690 M
|
| Rockwood Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
97
|
$980 M
|
| Charter Oak Capital Management, LLC |
2025 Q1
|
4/14/2025 |
200
|
$1.1 B
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q1
|
4/14/2025 |
113
|
$360 M
|
| Wedmont Private Capital |
2025 Q1
|
4/14/2025 |
700
|
$2.0 B
|
| UMB Bank, n.a. |
2025 Q1
|
4/14/2025 |
2,921
|
$6.1 B
|
| Arbor Wealth Advisors LLC |
2025 Q1
|
4/14/2025 |
48
|
$110 M
|
| Wynn Capital, LLC |
2025 Q1
|
4/14/2025 |
108
|
$170 M
|
| Griffith & Werner, Inc. |
2025 Q1
|
4/14/2025 |
67
|
$160 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q1
|
4/14/2025 |
284
|
$1.2 B
|
| City Center Advisors, LLC |
2025 Q1
|
4/14/2025 |
151
|
$86 M
|
| Dentgroup LLC |
2025 Q1
|
4/14/2025 |
83
|
$130 M
|
| Wealthcare Capital Partners, LLC |
2025 Q1
|
4/14/2025 |
128
|
$190 M
|
| Barden Capital Management, Inc. |
2025 Q1
|
4/14/2025 |
60
|
$110 M
|
| Bank of New Hampshire |
2025 Q1
|
4/14/2025 |
455
|
$380 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/14/2025 |
109
|
$120 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2025 Q1
|
4/14/2025 |
34
|
$130 M
|
| BEACH INVESTMENT COUNSEL INC/PA |
2025 Q1
|
4/14/2025 |
118
|
$680 M
|
| Yarbrough Capital, LLC |
2025 Q1
|
4/14/2025 |
196
|
$2.3 B
|
| Mercuria Capital Strategies, LLC |
2025 Q1
|
4/14/2025 |
6
|
$83 M
|
| LPWM LLC |
2025 Q1
|
4/14/2025 |
84
|
$310 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q1
|
4/14/2025 |
91
|
$98 M
|
| ARS Wealth Advisors Group, LLC |
2025 Q1
|
4/14/2025 |
161
|
$710 M
|
| Perennial Advisors, LLC |
2025 Q1
|
4/14/2025 |
113
|
$500 M
|
| SENTINEL PENSION ADVISORS, LLC |
2025 Q1
|
4/14/2025 |
111
|
$540 M
|
| Clean Yield Group |
2025 Q1
|
4/14/2025 |
449
|
$310 M
|
| FFG RETIREMENT ADVISORS LLC |
2025 Q1
|
4/14/2025 |
43
|
$150 M
|
| EAGLE WEALTH STRATEGIES LLC |
2025 Q1
|
4/14/2025 |
97
|
$160 M
|
| BOURNE LENT ASSET MANAGEMENT INC |
2025 Q1
|
4/14/2025 |
61
|
$230 M
|
| Buttonwood Financial Group, LLC |
2025 Q1
|
4/14/2025 |
28
|
$170 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q1
|
4/14/2025 |
138
|
$420 M
|
| Regent Peak Wealth Advisors LLC |
2025 Q1
|
4/14/2025 |
177
|
$420 M
|
| LexAurum Advisors, LLC |
2025 Q1
|
4/14/2025 |
346
|
$520 M
|
| ONE Advisory Partners, LLC |
2025 Q1
|
4/14/2025 |
48
|
$230 M
|
| Stillwater Wealth Management Group |
2024 Q4
|
4/14/2025 |
68
|
$110 M
|