| LPWM LLC |
2024 Q4
|
1/14/2025 |
78
|
$310 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2024 Q4
|
1/14/2025 |
82
|
$250 M
|
| Hoffman, Alan N Investment Management |
2024 Q4
|
1/14/2025 |
13
|
$220 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2024 Q4
|
1/14/2025 |
73
|
$190 M
|
| 626 Financial, LLC |
2024 Q4
|
1/14/2025 |
109
|
$190 M
|
| GSG Advisors LLC |
2024 Q4
|
1/13/2025 |
110
|
$320 M
|
| Capital CS Group, LLC |
2024 Q4
|
1/13/2025 |
65
|
$76 M
|
| Fortis Advisors, LLC |
2024 Q4
|
1/13/2025 |
108
|
$150 M
|
| IMZ Advisory Inc |
2024 Q4
|
1/13/2025 |
37
|
$220 M
|
| Gainplan LLC |
2024 Q4
|
1/13/2025 |
55
|
$260 M
|
| Graves Light Lenhart Wealth, Inc. |
2024 Q4
|
1/13/2025 |
185
|
$800 M
|
| Tuttle Capital Management, LLC |
2024 Q4
|
1/13/2025 |
51
|
$19 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2024 Q4
|
1/13/2025 |
81
|
$270 M
|
| 180 WEALTH ADVISORS, LLC |
2024 Q4
|
1/13/2025 |
430
|
$640 M
|
| Wallace Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
357
|
$140 M
|
| Breakwater Capital Group |
2024 Q4
|
1/13/2025 |
284
|
$500 M
|
| Cardinal Point Capital Management ULC |
2024 Q4
|
1/13/2025 |
84
|
$630 M
|
| McNaughton Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
55
|
$210 M
|
| TLWM |
2024 Q4
|
1/13/2025 |
73
|
$510 M
|
| Seed Wealth Management, Inc. |
2024 Q4
|
1/13/2025 |
148
|
$120 M
|
| Navigation Wealth Management, Inc. |
2024 Q4
|
1/13/2025 |
7
|
$89 M
|
| David J Yvars Group |
2024 Q4
|
1/13/2025 |
78
|
$160 M
|
| Hummer Financial Advisory Services Inc |
2024 Q4
|
1/13/2025 |
108
|
$130 M
|
| Ignite Planners, LLC |
2024 Q4
|
1/13/2025 |
302
|
$460 M
|
| Crane Advisory, LLC |
2024 Q4
|
1/13/2025 |
44
|
$570 M
|
| Biltmore Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
55
|
$240 M
|
| Quantum Financial Advisors, LLC |
2024 Q4
|
1/13/2025 |
189
|
$660 M
|
| Quad-Cities Investment Group, LLC |
2024 Q4
|
1/13/2025 |
179
|
$200 M
|
| Sharper & Granite LLC |
2024 Q4
|
1/13/2025 |
102
|
$230 M
|
| Bond & Devick Financial Network, Inc. |
2024 Q4
|
1/13/2025 |
157
|
$230 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2024 Q4
|
1/13/2025 |
11
|
$110 M
|
| Oak Asset Management, LLC |
2024 Q4
|
1/13/2025 |
102
|
$270 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2024 Q4
|
1/13/2025 |
73
|
$130 M
|
| KWB Wealth |
2024 Q4
|
1/13/2025 |
141
|
$810 M
|
| Affinity Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
150
|
$530 M
|
| Pacifica Partners Inc. |
2024 Q4
|
1/13/2025 |
507
|
$230 M
|
| Mayfair Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
158
|
$170 M
|
| GuoLine Advisory Pte Ltd |
2024 Q4
|
1/13/2025 |
21
|
$970 M
|
| Raine Group LLC |
2024 Q1 - NEW HOLDINGS
|
1/13/2025 |
2
|
$12 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2024 Q4
|
1/13/2025 |
276
|
$460 M
|
| Raine Group LLC |
2024 Q2 - NEW HOLDINGS
|
1/13/2025 |
2
|
$13 M
|
| Professional Financial Advisors, LLC |
2024 Q4
|
1/13/2025 |
106
|
$390 M
|
| Shira Ridge Wealth Management |
2024 Q4
|
1/13/2025 |
77
|
$200 M
|
| Ayrshire Capital Management LLC |
2024 Q4
|
1/13/2025 |
49
|
$210 M
|
| Arbor Wealth Advisors LLC |
2024 Q4
|
1/13/2025 |
52
|
$110 M
|
| Shotwell Rutter Baer Inc |
2024 Q4
|
1/13/2025 |
34
|
$120 M
|
| HART & PATTERSON FINANCIAL GROUP LLC |
2024 Q4
|
1/13/2025 |
72
|
$210 M
|
| Global Financial Private Client, LLC |
2024 Q4
|
1/13/2025 |
1,661
|
$270 M
|
| Signal Advisors Wealth, LLC |
2024 Q4
|
1/13/2025 |
424
|
$880 M
|
| FLOYD FINANCIAL GROUP LLC |
2024 Q4
|
1/13/2025 |
60
|
$120 M
|
| Oak Thistle LLC |
2024 Q4
|
1/13/2025 |
392
|
$340 M
|
| Mendota Financial Group, LLC |
2024 Q4
|
1/13/2025 |
372
|
$150 M
|
| MYECFO, LLC |
2024 Q4
|
1/13/2025 |
57
|
$190 M
|
| MRA Advisory Group |
2024 Q4
|
1/13/2025 |
123
|
$190 M
|
| PCA Investment Advisory Services Inc. |
2024 Q4
|
1/13/2025 |
145
|
$220 M
|
| Waycross Investment Management Co |
2024 Q4
|
1/13/2025 |
42
|
$95 M
|
| Raine Group LLC |
2023 Q1 - NEW HOLDINGS
|
1/13/2025 |
2
|
$11 M
|
| Raine Group LLC |
2023 Q2 - NEW HOLDINGS
|
1/13/2025 |
2
|
$11 M
|
| Raine Group LLC |
2023 Q3 - NEW HOLDINGS
|
1/13/2025 |
2
|
$11 M
|
| West Oak Capital, LLC |
2024 Q4 - RESTATEMENT
|
1/13/2025 |
320
|
$2.8 M
|
| Rosenberg Matthew Hamilton |
2024 Q4
|
1/13/2025 |
815
|
$380 M
|
| Raine Group LLC |
2023 Q4 - NEW HOLDINGS
|
1/13/2025 |
2
|
$12 M
|
| Aprio Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
316
|
$690 M
|
| Paragon Advisors, LLC |
2024 Q4
|
1/13/2025 |
81
|
$290 M
|
| Matrix Trust Co |
2024 Q4
|
1/13/2025 |
251
|
$580 M
|
| Eastover Investment Advisors LLC |
2024 Q4
|
1/13/2025 |
47
|
$210 M
|
| William Marsh Rice University |
2024 Q4
|
1/13/2025 |
2
|
$83 M
|
| Johnson & White Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
98
|
$170 M
|
| HORIZON BANCORP INC /IN/ |
2024 Q4
|
1/13/2025 |
193
|
$210 M
|
| TPG Financial Advisors, LLC |
2024 Q4
|
1/13/2025 |
62
|
$230 M
|
| Marcum Wealth, LLC |
2024 Q4
|
1/13/2025 |
407
|
$1.2 B
|
| Ellenbecker Investment Group |
2024 Q4
|
1/13/2025 |
112
|
$560 M
|
| Wela Strategies, Inc. |
2024 Q4
|
1/13/2025 |
53
|
$230 M
|
| AdvisorNet Financial, Inc |
2024 Q4
|
1/13/2025 |
1,977
|
$1.2 B
|
| Granite Bay Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
73
|
$270 M
|
| FIRST FINANCIAL CORP /IN/ |
2024 Q4
|
1/13/2025 |
522
|
$210 M
|
| Benson Investment Management Company, Inc. |
2024 Q4
|
1/13/2025 |
46
|
$240 M
|
| NOMURA HOLDINGS INC |
2024 Q3 - RESTATEMENT
|
1/13/2025 |
1,884
|
$44 B
|
| Greenfield Savings Bank |
2024 Q4
|
1/13/2025 |
146
|
$210 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2024 Q4
|
1/13/2025 |
64
|
$110 M
|
| Gleason Group, Inc. |
2024 Q4
|
1/13/2025 |
196
|
$570 M
|
| AAFMAA Wealth Management & Trust LLC |
2024 Q4
|
1/13/2025 |
117
|
$230 M
|
| Code Waechter LLC |
2024 Q4
|
1/13/2025 |
101
|
$110 M
|
| Leibman Financial Services, Inc. |
2024 Q4
|
1/13/2025 |
55
|
$140 M
|
| Christensen, King & Associates Investment Services, Inc. |
2024 Q4
|
1/13/2025 |
93
|
$210 M
|
| Shorepath Capital Management LLC |
2024 Q4
|
1/13/2025 |
23
|
$140 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2024 Q4
|
1/13/2025 |
177
|
$680 M
|
| WRIGHT INVESTORS SERVICE INC |
2024 Q4
|
1/13/2025 |
211
|
$310 M
|
| Exeter Financial, LLC |
2024 Q4
|
1/13/2025 |
91
|
$220 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2024 Q4
|
1/13/2025 |
137
|
$240 M
|
| Grandview Asset Management LLC |
2024 Q4
|
1/13/2025 |
116
|
$270 M
|
| Dale Q Rice Investment Management Ltd |
2024 Q4
|
1/13/2025 |
129
|
$230 M
|
| PSI Advisors, LLC |
2024 Q4
|
1/13/2025 |
2,629
|
$340 M
|
| Gunderson Capital Management Inc. |
2024 Q4
|
1/13/2025 |
37
|
$200 M
|
| Traveka Wealth, LLC |
2024 Q4
|
1/13/2025 |
141
|
$180 M
|
| UNIQUE WEALTH, LLC |
2024 Q4
|
1/13/2025 |
141
|
$480 M
|
| Pinnacle Wealth Management Group, Inc. |
2024 Q4
|
1/13/2025 |
116
|
$160 M
|
| CHB Investment Group, LLC |
2024 Q4
|
1/13/2025 |
74
|
$180 M
|
| FNY Investment Advisers, LLC |
2024 Q4
|
1/13/2025 |
742
|
$190 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2024 Q4
|
1/13/2025 |
58
|
$1.0 B
|