| BCS Wealth Management |
2024 Q4
|
1/13/2025 |
256
|
$400 M
|
| TSFG, LLC |
2024 Q4
|
1/13/2025 |
785
|
$490 M
|
| SENTINEL PENSION ADVISORS INC. |
2024 Q4
|
1/13/2025 |
110
|
$540 M
|
| PFW Advisors LLC |
2024 Q4
|
1/13/2025 |
125
|
$330 M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2024 Q4
|
1/13/2025 |
268
|
$780 M
|
| ATMOS ADVISORY, LLC |
2024 Q4
|
1/13/2025 |
32
|
$140 M
|
| Sightline Wealth Advisors, LLC |
2024 Q4
|
1/13/2025 |
88
|
$190 M
|
| CATALYST PRIVATE WEALTH, LLC |
2024 Q4
|
1/13/2025 |
84
|
$220 M
|
| Marion Wealth Management |
2024 Q4
|
1/13/2025 |
132
|
$380 M
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2024 Q4
|
1/13/2025 |
156
|
$420 M
|
| Noble Family Wealth, LLC |
2024 Q4
|
1/13/2025 |
61
|
$360 M
|
| COURIER CAPITAL LLC |
2024 Q4
|
1/13/2025 |
360
|
$1.4 B
|
| Parisi Gray Wealth Management |
2024 Q4
|
1/13/2025 |
105
|
$310 M
|
| Pallas Capital Advisors LLC |
2024 Q4
|
1/13/2025 |
582
|
$2.3 B
|
| Northstar Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
103
|
$200 M
|
| Miracle Mile Advisors, LLC |
2024 Q4
|
1/13/2025 |
633
|
$4.9 B
|
| Conrad Siegel Investment Advisors, Inc. |
2024 Q4
|
1/13/2025 |
46
|
$370 M
|
| Horizon Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
102
|
$570 M
|
| Sunflower Bank, N.A. |
2024 Q4
|
1/13/2025 |
189
|
$360 M
|
| EHRLICH FINANCIAL GROUP |
2024 Q4
|
1/13/2025 |
106
|
$140 M
|
| BURNS J W & CO INC/NY |
2024 Q4
|
1/13/2025 |
188
|
$780 M
|
| Davis Investment Partners, LLC |
2024 Q4
|
1/13/2025 |
123
|
$240 M
|
| Friedenthal Financial |
2024 Q4
|
1/13/2025 |
257
|
$170 M
|
| Heritage Wealth Partners, LLC |
2024 Q4
|
1/13/2025 |
67
|
$80 M
|
| KWMG, LLC |
2024 Q4
|
1/13/2025 |
139
|
$970 M
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2024 Q4
|
1/13/2025 |
26
|
$220 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2024 Q4
|
1/13/2025 |
257
|
$1.5 B
|
| Vigilare Wealth Management |
2024 Q4
|
1/13/2025 |
90
|
$250 M
|
| Corrigan Financial, Inc. |
2024 Q4
|
1/13/2025 |
55
|
$440 M
|
| Clean Yield Group |
2024 Q4
|
1/13/2025 |
458
|
$310 M
|
| Forza Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
183
|
$220 M
|
| Kades & Cheifetz LLC |
2024 Q4
|
1/13/2025 |
108
|
$200 M
|
| Bridge Creek Capital Management LLC |
2024 Q4
|
1/13/2025 |
110
|
$330 M
|
| Accelerate Investment Advisors LLC |
2024 Q4
|
1/13/2025 |
100
|
$110 M
|
| Elevated Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
260
|
$370 M
|
| Abound Wealth Management |
2024 Q4
|
1/13/2025 |
1,225
|
$310 M
|
| Sivia Capital Partners, LLC |
2024 Q4
|
1/13/2025 |
204
|
$200 M
|
| Elmwood Wealth Management, Inc. |
2024 Q4
|
1/13/2025 |
128
|
$250 M
|
| Enterprise Bank & Trust Co |
2024 Q4
|
1/13/2025 |
130
|
$300 M
|
| Keystone Financial Planning, Inc. |
2024 Q4
|
1/13/2025 |
46
|
$320 M
|
| Grassi Investment Management |
2024 Q4
|
1/13/2025 |
131
|
$1.2 B
|
| Fulcrum Capital LLC |
2024 Q4
|
1/13/2025 |
113
|
$480 M
|
| Harbour Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
270
|
$450 M
|
| JCIC Asset Management Inc. |
2024 Q4
|
1/13/2025 |
134
|
$250 M
|
| Adams Asset Advisors, LLC |
2024 Q4
|
1/13/2025 |
77
|
$780 M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2024 Q4
|
1/13/2025 |
40
|
$150 M
|
| EASTERN BANK |
2024 Q4
|
1/13/2025 |
1,361
|
$5.4 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2024 Q4
|
1/13/2025 |
159
|
$230 M
|
| CONSILIO WEALTH ADVISORS, LLC |
2024 Q4
|
1/13/2025 |
71
|
$240 M
|
| Persium Advisors, LLC |
2024 Q4
|
1/13/2025 |
58
|
$100 M
|
| MARSHALL & SULLIVAN INC /WA/ |
2024 Q4
|
1/13/2025 |
41
|
$200 M
|
| Claro Advisors LLC |
2024 Q4
|
1/13/2025 |
487
|
$740 M
|
| Westmount Partners, LLC |
2024 Q4
|
1/13/2025 |
218
|
$330 M
|
| SALEM INVESTMENT COUNSELORS INC |
2024 Q4
|
1/13/2025 |
1,204
|
$3.0 B
|
| New Capital Management LP |
2024 Q4
|
1/13/2025 |
51
|
$340 M
|
| Fragasso Financial Advisors Inc |
2024 Q4
|
1/13/2025 |
256
|
$1.3 B
|
| QV Investors Inc. |
2024 Q4
|
1/13/2025 |
63
|
$970 M
|
| Cooper Financial Group |
2024 Q4
|
1/13/2025 |
386
|
$830 M
|
| Future Financial Wealth Managment LLC |
2024 Q4
|
1/13/2025 |
449
|
$140 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2024 Q4
|
1/13/2025 |
806
|
$960 M
|
| Cadent Capital Advisors, LLC |
2024 Q4
|
1/13/2025 |
172
|
$290 M
|
| Wedmont Private Capital |
2024 Q4
|
1/13/2025 |
701
|
$1.9 B
|
| Westmount Partners, LLC |
2024 Q3
|
1/13/2025 |
230
|
$330 M
|
| REINHART PARTNERS, LLC. |
2024 Q4
|
1/13/2025 |
78
|
$2.6 B
|
| Talbot Financial, LLC |
2024 Q4
|
1/13/2025 |
65
|
$840 M
|
| Agate Pass Investment Management, LLC |
2024 Q4
|
1/13/2025 |
107
|
$220 M
|
| Founders Capital Management |
2024 Q4
|
1/13/2025 |
368
|
$160 M
|
| Envision Financial LLC |
2024 Q4
|
1/13/2025 |
38
|
$120 M
|
| Mid-American Wealth Advisory Group, Inc. |
2024 Q4
|
1/13/2025 |
43
|
$170 M
|
| HFG Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
41
|
$150 M
|
| Asset Allocation & Management Company, LLC |
2024 Q4
|
1/13/2025 |
83
|
$180 M
|
| Eagle Bay Advisors LLC |
2024 Q4
|
1/13/2025 |
1,002
|
$160 M
|
| JTC Employer Solutions Trustee Ltd |
2024 Q4
|
1/13/2025 |
323
|
$1.4 B
|
| CHICAGO TRUST Co NA |
2024 Q4
|
1/13/2025 |
631
|
$560 M
|
| Thomasville National Bank |
2024 Q4
|
1/13/2025 |
298
|
$1.4 B
|
| Emprise Bank |
2024 Q4
|
1/13/2025 |
100
|
$180 M
|
| Cardano Risk Management B.V. |
2024 Q4
|
1/13/2025 |
23
|
$6.5 B
|
| Compton Wealth Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
108
|
$390 M
|
| Parkside Advisors LLC |
2024 Q4
|
1/13/2025 |
80
|
$420 M
|
| KIECKHEFER GROUP LLC |
2024 Q4
|
1/13/2025 |
139
|
$170 M
|
| Capital Investment Advisors, LLC |
2024 Q4
|
1/13/2025 |
670
|
$4.9 B
|
| SYQUANT CAPITAL SAS |
2024 Q4
|
1/13/2025 |
6
|
$70 k
|
| ACT Advisors, LLC. |
2024 Q4
|
1/13/2025 |
58
|
$190 M
|
| Brookstone Capital Management |
2024 Q4
|
1/13/2025 |
989
|
$6.9 B
|
| DBK Financial Counsel, LLC |
2024 Q4
|
1/13/2025 |
51
|
$99 M
|
| City State Bank |
2024 Q4
|
1/13/2025 |
727
|
$280 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2024 Q4
|
1/13/2025 |
328
|
$760 M
|
| Fiduciary Alliance LLC |
2024 Q4
|
1/13/2025 |
353
|
$990 M
|
| Winthrop Advisory Group LLC |
2024 Q4
|
1/13/2025 |
156
|
$830 M
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2024 Q4
|
1/13/2025 |
21
|
$8.3 B
|
| TT International Asset Management LTD |
2024 Q4
|
1/13/2025 |
59
|
$690 k
|
| Headwater Capital Co Ltd |
2024 Q4
|
1/13/2025 |
10
|
$190 M
|
| THREADGILL FINANCIAL, LLC |
2024 Q4
|
1/13/2025 |
47
|
$190 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2024 Q4
|
1/13/2025 |
70
|
$99 M
|
| Crescent Sterling, Ltd. |
2024 Q4
|
1/13/2025 |
75
|
$97 M
|
| EWG Elevate Inc. |
2024 Q4
|
1/13/2025 |
149
|
$330 M
|
| Green Alpha Advisors, LLC |
2024 Q4
|
1/13/2025 |
147
|
$120 M
|
| Quadratic Capital Management LLC |
2024 Q4
|
1/13/2025 |
2
|
$380 M
|
| City Center Advisors, LLC |
2024 Q4
|
1/13/2025 |
154
|
$89 M
|
| Clark & Stuart, Inc |
2024 Q4
|
1/13/2025 |
43
|
$140 M
|