| ERn Financial, LLC |
2024 Q4
|
1/14/2025 |
190
|
$670 M
|
| SURIENCE PRIVATE WEALTH LLC |
2024 Q4
|
1/14/2025 |
23
|
$77 M
|
| USCF Advisers LLC |
2024 Q4
|
1/14/2025 |
21
|
$990 k
|
| Hartz Capital, Inc. |
2024 Q4
|
1/14/2025 |
1
|
$0
|
| RMR Wealth Builders |
2024 Q4 - RESTATEMENT
|
1/14/2025 |
256
|
$970 M
|
| Outlook Wealth Advisors, LLC |
2024 Q4
|
1/14/2025 |
248
|
$350 M
|
| Palliser Capital (UK) Ltd |
2024 Q4
|
1/14/2025 |
6
|
$130 M
|
| Essex Savings Bank |
2024 Q4
|
1/14/2025 |
551
|
$400 M
|
| Connective Portfolio Management, LLC |
2024 Q4
|
1/14/2025 |
55
|
$67 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2024 Q4
|
1/14/2025 |
70
|
$210 M
|
| USA FINANCIAL FORMULAS |
2024 Q4
|
1/14/2025 |
286
|
$640 M
|
| BluePath Capital Management, LLC |
2024 Q4
|
1/14/2025 |
115
|
$190 M
|
| HCR Wealth Advisors |
2024 Q4
|
1/14/2025 |
228
|
$800 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2024 Q4
|
1/14/2025 |
37
|
$170 M
|
| Sendero Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
228
|
$670 M
|
| BRAVE ASSET MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
165
|
$320 M
|
| Roble, Belko & Company, Inc |
2024 Q4
|
1/14/2025 |
420
|
$630 M
|
| GODSEY & GIBB, INC |
2024 Q4
|
1/14/2025 |
369
|
$1.0 B
|
| HAMILTON LANE ADVISORS LLC |
2024 Q4
|
1/14/2025 |
17
|
$100 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
39
|
$150 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2024 Q4
|
1/14/2025 |
843
|
$1.3 B
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2024 Q4
|
1/14/2025 |
153
|
$420 M
|
| Rockingstone Advisors LLC |
2024 Q4
|
1/14/2025 |
103
|
$230 M
|
| CHURCHILL MANAGEMENT Corp |
2024 Q4
|
1/14/2025 |
164
|
$9.2 B
|
| Sawyer & Company, Inc |
2024 Q4
|
1/14/2025 |
174
|
$270 M
|
| Pinnacle Bancorp, Inc. |
2024 Q4
|
1/14/2025 |
881
|
$310 M
|
| Redhawk Wealth Advisors, Inc. |
2024 Q4
|
1/14/2025 |
292
|
$740 M
|
| Twele Capital Management, Inc. |
2024 Q4
|
1/14/2025 |
40
|
$470 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2024 Q4
|
1/14/2025 |
72
|
$130 M
|
| D. SCOTT NEAL, INC. |
2024 Q4
|
1/14/2025 |
65
|
$180 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
34
|
$1.2 B
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2024 Q4
|
1/14/2025 |
81
|
$290 M
|
| ARS Wealth Advisors Group, LLC |
2024 Q4
|
1/14/2025 |
164
|
$730 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
106
|
$130 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2024 Q4
|
1/14/2025 |
190
|
$5.2 B
|
| Alken Asset Management Ltd |
2024 Q4
|
1/14/2025 |
36
|
$53 M
|
| Kopion Asset Management, LLC |
2024 Q4
|
1/14/2025 |
20
|
$140 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
103
|
$1.2 B
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
2024 Q4
|
1/14/2025 |
50
|
$130 M
|
| CPR Investments Inc. |
2024 Q4
|
1/14/2025 |
35
|
$110 M
|
| Wiser Wealth Management, Inc |
2024 Q4
|
1/14/2025 |
48
|
$360 M
|
| Christopher J. Hasenberg, Inc |
2024 Q4
|
1/14/2025 |
189
|
$250 M
|
| Roth Financial Partners LLC |
2024 Q3 - RESTATEMENT
|
1/14/2025 |
31
|
$250 M
|
| Apella Capital, LLC |
2024 Q4
|
1/14/2025 |
341
|
$2.6 B
|
| BURNEY CO/ |
2024 Q4
|
1/14/2025 |
632
|
$2.8 B
|
| Roth Financial Partners LLC |
2024 Q4
|
1/14/2025 |
32
|
$250 M
|
| Silverberg Bernstein Capital Management LLC |
2024 Q4
|
1/14/2025 |
54
|
$110 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2024 Q4
|
1/14/2025 |
77
|
$430 M
|
| WOLFF WIESE MAGANA LLC |
2024 Q4
|
1/14/2025 |
958
|
$150 M
|
| Caldwell Investment Management Ltd. |
2024 Q4
|
1/14/2025 |
34
|
$150 M
|
| Smith Anglin Financial, LLC |
2024 Q4
|
1/14/2025 |
214
|
$1.1 B
|
| Livelsberger Financial Advisory |
2024 Q4
|
1/14/2025 |
6
|
$2.1 M
|
| PEAK FINANCIAL ADVISORS LLC |
2024 Q4
|
1/14/2025 |
74
|
$190 M
|
| Laurel Wealth Advisors LLC |
2024 Q4
|
1/14/2025 |
734
|
$640 M
|
| M. Kraus & Co |
2024 Q4
|
1/14/2025 |
81
|
$330 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2024 Q4
|
1/14/2025 |
116
|
$350 M
|
| S.E.E.D. Planning Group LLC |
2024 Q4
|
1/14/2025 |
75
|
$300 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2024 Q4
|
1/14/2025 |
107
|
$1.3 B
|
| Nabity-Jensen Investment Management Inc |
2024 Q4
|
1/14/2025 |
66
|
$130 M
|
| MEYER HANDELMAN CO |
2024 Q4
|
1/14/2025 |
279
|
$2.9 B
|
| Bank of Italy |
2024 Q4
|
1/14/2025 |
8
|
$2.0 M
|
| Brendel Financial Advisors LLC |
2024 Q4
|
1/14/2025 |
91
|
$170 M
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
149
|
$260 M
|
| Marquette Asset Management, LLC |
2024 Q4
|
1/14/2025 |
190
|
$610 M
|
| Radnor Capital Management, LLC |
2024 Q4
|
1/14/2025 |
311
|
$600 M
|
| Cox Capital Mgt LLC |
2024 Q4
|
1/14/2025 |
67
|
$160 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2024 Q4
|
1/14/2025 |
52
|
$600 M
|
| Covea Finance |
2024 Q4
|
1/14/2025 |
106
|
$2.2 B
|
| Richard P Slaughter Associates Inc |
2024 Q4
|
1/14/2025 |
145
|
$450 M
|
| FIRST COMMUNITY TRUST NA |
2024 Q4
|
1/14/2025 |
319
|
$140 M
|
| Ayalon Insurance Comp Ltd. |
2024 Q4
|
1/14/2025 |
62
|
$320 M
|
| Key Colony Management, LLC |
2024 Q4
|
1/14/2025 |
7
|
$67 M
|
| PARK AVENUE SECURITIES LLC |
2024 Q4
|
1/14/2025 |
1,460
|
$9.7 B
|
| Kathmere Capital Management, LLC |
2024 Q4
|
1/14/2025 |
419
|
$1.1 B
|
| Assenagon Asset Management S.A. |
2024 Q4
|
1/14/2025 |
1,306
|
$62 B
|
| San Luis Wealth Advisors LLC |
2024 Q4
|
1/14/2025 |
143
|
$530 M
|
| SS&H Financial Advisors, Inc. |
2024 Q4
|
1/14/2025 |
122
|
$270 M
|
| Snow Phipps Group, LLC |
2024 Q4
|
1/14/2025 |
2
|
$290 M
|
| Clarus Wealth Advisors |
2024 Q4
|
1/14/2025 |
119
|
$200 M
|
| Acropolis Investment Management, LLC |
2024 Q4
|
1/14/2025 |
301
|
$1.7 B
|
| Meridian Financial Partners LLC |
2024 Q4
|
1/14/2025 |
100
|
$190 M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2024 Q4
|
1/14/2025 |
149
|
$590 M
|
| Board of the Pension Protection Fund |
2024 Q4
|
1/14/2025 |
135
|
$87 M
|
| ROCKLAND TRUST CO |
2024 Q4
|
1/14/2025 |
485
|
$2.0 B
|
| Fifth Third Wealth Advisors LLC |
2024 Q4
|
1/14/2025 |
722
|
$1.8 B
|
| CCLA Investment Management |
2024 Q4
|
1/14/2025 |
59
|
$6.3 B
|
| COMMUNITY TRUST & INVESTMENT CO |
2024 Q4
|
1/14/2025 |
246
|
$1.6 B
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/14/2025 |
71
|
$470 M
|
| Lind Value II ApS |
2024 Q4
|
1/14/2025 |
7
|
$230 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2024 Q4
|
1/14/2025 |
397
|
$220 M
|
| Crestmont Private Wealth LLC |
2024 Q4
|
1/14/2025 |
76
|
$220 M
|
| DEFINE FINANCIAL, LLC |
2024 Q4
|
1/14/2025 |
34
|
$130 M
|
| Kelly Financial Services LLC |
2024 Q4
|
1/14/2025 |
31
|
$110 M
|
| Pines Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
205
|
$230 M
|
| Accurate Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
376
|
$520 M
|
| SeaCrest Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
655
|
$950 M
|
| Wynn Capital, LLC |
2024 Q4
|
1/14/2025 |
107
|
$160 M
|
| Sovereign Financial Group, Inc. |
2024 Q4
|
1/14/2025 |
284
|
$440 M
|
| Safeguard Financial, LLC |
2024 Q4
|
1/14/2025 |
114
|
$460 M
|
| Melone Private Wealth, LLC |
2024 Q4
|
1/14/2025 |
51
|
$190 M
|