| Matrix Trust Co |
2025 Q1
|
4/10/2025, 03:46 PM |
254
|
$593M
|
| St. Clair Advisors, LLC |
2020 Q4
|
4/10/2025, 03:37 PM |
43
|
$106M
|
| Clare Market Investments LLC |
2025 Q1
|
4/10/2025, 03:36 PM |
133
|
$379M
|
| FSA Investment Group, LLC |
2025 Q1
|
4/10/2025, 03:34 PM |
23
|
$117M
|
| Johnson & White Wealth Management, LLC |
2025 Q1
|
4/10/2025, 03:32 PM |
98
|
$178M
|
| Secure Asset Management, LLC |
2025 Q1
|
4/10/2025, 03:29 PM |
301
|
$495M
|
| Portside Wealth Group, LLC |
2025 Q1
|
4/10/2025, 03:27 PM |
405
|
$573M
|
| Park Edge Advisors, LLC |
2025 Q1
|
4/10/2025, 03:24 PM |
137
|
$359M
|
| Oak Root LLC |
2025 Q1
|
4/10/2025, 03:19 PM |
14
|
$746M
|
| Benson Investment Management Company, Inc. |
2025 Q1
|
4/10/2025, 03:18 PM |
48
|
$230M
|
| Key Client Fiduciary Advisors, LLC |
2025 Q1
|
4/10/2025, 03:16 PM |
188
|
$217M
|
| Chronos Wealth Management, LLC |
2025 Q1
|
4/10/2025, 03:16 PM |
37
|
$186M
|
| Long Run Wealth Advisors, LLC |
2025 Q1
|
4/10/2025, 03:14 PM |
102
|
$441M
|
| Leverty Financial Group, LLC |
2025 Q1
|
4/10/2025, 03:14 PM |
43
|
$245M
|
| GenWealth Group, Inc. |
2025 Q1
|
4/10/2025, 03:14 PM |
71
|
$454M
|
| Capital Advantage, Inc. |
2025 Q1
|
4/10/2025, 03:12 PM |
135
|
$547M
|
| Brand Asset Management Group, Inc. |
2025 Q1
|
4/10/2025, 03:08 PM |
89
|
$240M
|
| TruWealth Advisors, LLC |
2025 Q1
|
4/10/2025, 03:07 PM |
158
|
$1.66B
|
| Wealth Alliance Advisory Group, LLC |
2025 Q1
|
4/10/2025, 03:05 PM |
196
|
$482M
|
| Veracity Capital LLC |
2025 Q1
|
4/10/2025, 03:03 PM |
222
|
$255M
|
| Granite Bay Wealth Management, LLC |
2025 Q1
|
4/10/2025, 03:02 PM |
72
|
$288M
|
| Teamwork Financial Advisors, LLC |
2025 Q1
|
4/10/2025, 03:00 PM |
155
|
$726M
|
| Platt Investment Counsel, LLC |
2025 Q1
|
4/10/2025, 02:54 PM |
10
|
$101M
|
| Sendero Wealth Management, LLC |
2025 Q1
|
4/10/2025, 02:49 PM |
186
|
$721M
|
| Financial Advisory Partners, Llc |
2025 Q1
|
4/10/2025, 02:43 PM |
64
|
$299M
|
| Freedom Financial Partners LLC |
2025 Q1
|
4/10/2025, 02:35 PM |
76
|
$215M
|
| IFS Advisors, LLC |
2025 Q1
|
4/10/2025, 02:29 PM |
199
|
$123M
|
| Nixon Peabody Trust Co |
2025 Q1
|
4/10/2025, 02:21 PM |
153
|
$1.18B
|
| Firethorn Wealth Partners, Llc |
2025 Q1
|
4/10/2025, 02:17 PM |
171
|
$210M
|
| Financial Management Professionals, Inc. |
2025 Q1
|
4/10/2025, 02:16 PM |
992
|
$783M
|
| Northside Capital Management, LLC |
2025 Q1
|
4/10/2025, 02:00 PM |
129
|
$616M
|
| Arrien Investments, Inc. |
2023 Q1
|
4/10/2025, 01:46 PM |
33
|
$103M
|
| Arrien Investments, Inc. |
2023 Q2
|
4/10/2025, 01:43 PM |
40
|
$118M
|
| Alpha Wealth Funds, LLC |
2025 Q1
|
4/10/2025, 01:42 PM |
37
|
$92.1M
|
| Arrien Investments, Inc. |
2023 Q3
|
4/10/2025, 01:40 PM |
34
|
$106M
|
| Arrien Investments, Inc. |
2023 Q4
|
4/10/2025, 01:37 PM |
35
|
$114M
|
| Benin Management CORP |
2025 Q1
|
4/10/2025, 01:37 PM |
127
|
$351M
|
| Arrien Investments, Inc. |
2024 Q1
|
4/10/2025, 01:30 PM |
41
|
$127M
|
| Arrien Investments, Inc. |
2024 Q2
|
4/10/2025, 01:27 PM |
39
|
$128M
|
| SMI Advisory Services, LLC |
2025 Q1
|
4/10/2025, 01:23 PM |
43
|
$442M
|
| Arrien Investments, Inc. |
2024 Q3
|
4/10/2025, 01:23 PM |
37
|
$139M
|
| Floyd Financial Group Llc |
2025 Q1
|
4/10/2025, 01:18 PM |
55
|
$111M
|
| Arrien Investments, Inc. |
2025 Q1
|
4/10/2025, 01:15 PM |
33
|
$139M
|
| Cathy Pareto & Associates, Inc |
2025 Q1
|
4/10/2025, 01:15 PM |
82
|
$113M
|
| Quadratic Capital Management LLC |
2025 Q1
|
4/10/2025, 01:14 PM |
2
|
$388M
|
| Richard P Slaughter Associates Inc |
2025 Q1
|
4/10/2025, 01:13 PM |
124
|
$428M
|
| Iams Wealth Management, Llc |
2025 Q1
|
4/10/2025, 01:08 PM |
157
|
$218M
|
| Brave Asset Management Inc |
2025 Q1
|
4/10/2025, 01:05 PM |
160
|
$318M
|
| Lakeshore Capital Group, Inc. |
2025 Q1
|
4/10/2025, 01:01 PM |
75
|
$104M
|
| Greenfield Savings Bank |
2025 Q1
|
4/10/2025, 12:54 PM |
145
|
$204M
|
| Strategic Planning Group, Llc |
2025 Q1
|
4/10/2025, 12:52 PM |
79
|
$511M
|
| Watershed Private Wealth Llc |
2025 Q1
|
4/10/2025, 12:48 PM |
111
|
$250M
|
| SS&H Financial Advisors, Inc. |
2025 Q1
|
4/10/2025, 12:47 PM |
122
|
$268M
|
| CPR Investments Inc. |
2025 Q1
|
4/10/2025, 12:39 PM |
37
|
$113M
|
| Contravisory Investment Management, Inc. |
2025 Q1
|
4/10/2025, 12:27 PM |
372
|
$475M
|
| Accel Wealth Management |
2025 Q1
|
4/10/2025, 12:18 PM |
256
|
$277M
|
| Peak Financial Advisors Llc |
2025 Q1
|
4/10/2025, 12:11 PM |
72
|
$196M
|
| TrueWealth Advisors, LLC |
2025 Q1
|
4/10/2025, 12:05 PM |
208
|
$304M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q1
|
4/10/2025, 11:52 AM |
30
|
$132M
|
| Amplius Wealth Advisors, LLC |
2025 Q1
|
4/10/2025, 11:47 AM |
183
|
$962M
|
| Apella Capital, LLC |
2025 Q1
|
4/10/2025, 11:42 AM |
386
|
$2.91B
|
| Level Financial Advisors |
2025 Q1
|
4/10/2025, 11:29 AM |
85
|
$294M
|
| Myriad Asset Management US LP |
2025 Q1
|
4/10/2025, 11:26 AM |
22
|
$238M
|
| Presilium Private Wealth, Llc |
2025 Q1
|
4/10/2025, 11:18 AM |
71
|
$446M
|
| Viking Fund Management Llc |
2025 Q1
|
4/10/2025, 11:17 AM |
140
|
$694M
|
| Aegon Asset Management Uk Plc |
2025 Q1
|
4/10/2025, 11:15 AM |
152
|
$6.86B
|
| Clarus Wealth Advisors |
2025 Q1
|
4/10/2025, 11:06 AM |
88
|
$187M
|
| Horizons Wealth Management |
2025 Q1
|
4/10/2025, 10:56 AM |
177
|
$132M
|
| DBK Financial Counsel, LLC |
2025 Q1
|
4/10/2025, 10:46 AM |
50
|
$99.8M
|
| Triangle Securities Wealth Management |
2025 Q1
|
4/10/2025, 10:43 AM |
201
|
$389M
|
| Snow Phipps Group, LLC |
2025 Q1
|
4/10/2025, 10:38 AM |
2
|
$294M
|
| Hennion & Walsh Asset Management, Inc. |
2025 Q1
|
4/10/2025, 10:34 AM |
867
|
$2.25B
|
| Heritage Family Offices, LLP |
2025 Q1
|
4/10/2025, 10:33 AM |
177
|
$196M
|
| Bridge Creek Capital Management LLC |
2025 Q1
|
4/10/2025, 10:25 AM |
105
|
$317M
|
| Addis & Hill, Inc |
2025 Q1
|
4/10/2025, 10:24 AM |
28
|
$143M
|
| Hamilton Lane Advisors Llc |
2025 Q1
|
4/10/2025, 10:06 AM |
14
|
$116M
|
| Bremer Bank National Association |
2025 Q1
|
4/10/2025, 09:59 AM |
176
|
$562M
|
| Orser Capital Management, Llc |
2025 Q1
|
4/10/2025, 09:59 AM |
49
|
$125M
|
| Silverberg Bernstein Capital Management LLC |
2025 Q1
|
4/10/2025, 09:47 AM |
62
|
$107M
|
| CGN Advisors LLC |
2025 Q1
|
4/10/2025, 09:46 AM |
289
|
$1.02B
|
| Crestmont Private Wealth LLC |
2025 Q1
|
4/10/2025, 09:45 AM |
77
|
$231M
|
| Unigestion Holding SA |
2025 Q1
|
4/10/2025, 09:34 AM |
161
|
$1.7B
|
| First Financial Corp /In/ |
2025 Q1
|
4/10/2025, 09:28 AM |
342
|
$207M
|
| Romano Brothers And Company |
2025 Q1
|
4/10/2025, 09:22 AM |
301
|
$773M
|
| Trinity Street Asset Management LLP |
2025 Q1
|
4/10/2025, 08:52 AM |
16
|
$988M
|
| Armstrong Advisory Group, Inc |
2025 Q1
|
4/10/2025, 07:58 AM |
841
|
$1.25B
|
| Rialto Wealth Management, LLC |
2025 Q1
|
4/10/2025, 07:05 AM |
994
|
$319M
|
| Cooper Investors Pty Ltd |
2024 Q1
|
4/9/2025, 09:51 PM |
43
|
$1.73B
|
| Cooper Investors Pty Ltd |
2023 Q4
|
4/9/2025, 09:33 PM |
42
|
$1.67B
|
| TMT General Partner Ltd |
2025 Q1
|
4/9/2025, 09:16 PM |
2
|
$10.9M
|
| Cooper Investors Pty Ltd |
2023 Q3
|
4/9/2025, 08:55 PM |
38
|
$1.24B
|
| JBGlobal.com LLC |
2025 Q1
|
4/9/2025, 08:51 PM |
32
|
$96.2M
|
| Cooper Investors Pty Ltd |
2023 Q1
|
4/9/2025, 08:43 PM |
36
|
$1.17B
|
| Threadgill Financial, Llc |
2025 Q1
|
4/9/2025, 08:42 PM |
44
|
$187M
|
| Legacy Financial Group LLC |
2025 Q1
|
4/9/2025, 08:40 PM |
111
|
$650M
|
| Kure Advisory, LLC |
2025 Q1
|
4/9/2025, 08:37 PM |
43
|
$132M
|
| Mkd Wealth Coaches, Llc |
2025 Q1
|
4/9/2025, 08:29 PM |
25
|
$88.4M
|
| Cooper Investors Pty Ltd |
2022 Q4
|
4/9/2025, 08:28 PM |
40
|
$1.06B
|
| EWG Elevate Inc. |
2025 Q1
|
4/9/2025, 08:25 PM |
120
|
$264M
|
| Spring Capital Management, Llc |
2025 Q1
|
4/9/2025, 08:19 PM |
50
|
$183M
|