| Moller Wealth Partners |
2025 Q1
|
4/9/2025, 11:49 AM |
66
|
$404M
|
| Fiduciary Alliance LLC |
2025 Q1
|
4/9/2025, 11:48 AM |
384
|
$1.02B
|
| Websterrogers Financial Advisors, Llc |
2025 Q1
|
4/9/2025, 11:37 AM |
84
|
$293M
|
| PMG Wealth Management, Inc. |
2025 Q1
|
4/9/2025, 11:35 AM |
42
|
$94.2M
|
| Dynamic Financial Group |
2024 Q4
|
4/9/2025, 11:30 AM |
61
|
$98.5M
|
| Ervin Investment Management, LLC |
2025 Q1
|
4/9/2025, 11:25 AM |
38
|
$145M
|
| Parkside Advisors LLC |
2025 Q1
|
4/9/2025, 11:22 AM |
81
|
$415M
|
| Talbot Financial, LLC |
2025 Q1
|
4/9/2025, 11:19 AM |
62
|
$798M
|
| Douglas Lane & Associates, LLC |
2025 Q1
|
4/9/2025, 11:13 AM |
233
|
$6.79B
|
| CenterStar Asset Management, LLC |
2025 Q1
|
4/9/2025, 11:10 AM |
75
|
$69.7M
|
| TL Private Wealth |
2025 Q1
|
4/9/2025, 11:08 AM |
41
|
$202M
|
| Dudley & Shanley, Inc. |
2025 Q1
|
4/9/2025, 11:08 AM |
36
|
$635M
|
| Addenda Capital Inc. |
2025 Q1
|
4/9/2025, 10:50 AM |
123
|
$859M
|
| Woodstock Corp |
2025 Q1
|
4/9/2025, 10:40 AM |
153
|
$1.01B
|
| Wright Investors Service Inc |
2025 Q1
|
4/9/2025, 10:35 AM |
141
|
$303M
|
| SigFig Wealth Management, LLC |
2025 Q1
|
4/9/2025, 10:23 AM |
127
|
$2.75B
|
| American National Bank & Trust |
2025 Q1
|
4/9/2025, 10:23 AM |
599
|
$901M
|
| Polunin Capital Partners Ltd |
2025 Q1
|
4/9/2025, 10:12 AM |
27
|
$495M
|
| Iowa State Bank |
2025 Q1
|
4/9/2025, 10:11 AM |
119
|
$471M
|
| Dakota Community Bank & Trust NA |
2025 Q1
|
4/9/2025, 10:09 AM |
116
|
$20.7M
|
| Green Alpha Advisors, LLC |
2025 Q1
|
4/9/2025, 10:07 AM |
112
|
$93.6M
|
| General Pension Society PZU Joint Stock Co |
2025 Q1
|
4/9/2025, 09:27 AM |
17
|
$299M
|
| Advance Capital Management, Inc. |
2025 Q1
|
4/9/2025, 08:44 AM |
162
|
$2.09B
|
| JTC Employer Solutions Trustee Ltd |
2025 Q1
|
4/9/2025, 07:53 AM |
315
|
$1.21B
|
| Czech National Bank |
2025 Q1
|
4/9/2025, 07:21 AM |
503
|
$10.9B
|
| Cooper Investors Pty Ltd |
2022 Q1
|
4/8/2025, 09:44 PM |
42
|
$1.43B
|
| Shotwell Rutter Baer Inc |
2025 Q1
|
4/8/2025, 09:37 PM |
33
|
$113M
|
| Hoffman, Alan N Investment Management |
2025 Q1
|
4/8/2025, 09:29 PM |
14
|
$194M
|
| Cooper Investors Pty Ltd |
2021 Q4
|
4/8/2025, 09:15 PM |
44
|
$1.58B
|
| Cooper Investors Pty Ltd |
2021 Q3
|
4/8/2025, 09:01 PM |
41
|
$1.51B
|
| Aurora Investment Managers, LLC. |
2025 Q1
|
4/8/2025, 08:41 PM |
43
|
$149M
|
| JGP Wealth Management, LLC |
2025 Q1
|
4/8/2025, 08:29 PM |
186
|
$760M
|
| Bond & Devick Financial Network, Inc. |
2025 Q1
|
4/8/2025, 08:29 PM |
161
|
$276M
|
| Hardin Capital Partners, LLC |
2025 Q1
|
4/8/2025, 08:28 PM |
116
|
$163M
|
| Quantum Financial Advisors, LLC |
2025 Q1
|
4/8/2025, 08:28 PM |
175
|
$671M
|
| Cooper Investors Pty Ltd |
2021 Q2
|
4/8/2025, 08:27 PM |
41
|
$1.53B
|
| 180 Wealth Advisors, Llc |
2025 Q1
|
4/8/2025, 08:23 PM |
413
|
$628M
|
| Mirador Capital Partners LP |
2025 Q1
|
4/8/2025, 08:20 PM |
197
|
$571M
|
| Mechanics Bank Trust Department |
2025 Q1
|
4/8/2025, 08:20 PM |
217
|
$733M
|
| Wallace Advisory Group, LLC |
2025 Q1
|
4/8/2025, 08:19 PM |
187
|
$139M
|
| Legacy Wealth Asset Management, LLC |
2025 Q1
|
4/8/2025, 08:19 PM |
339
|
$362M
|
| Kaizen Financial Strategies |
2025 Q1
|
4/8/2025, 08:19 PM |
138
|
$173M
|
| Sanders Morris Harris Llc |
2025 Q1
|
4/8/2025, 08:17 PM |
288
|
$647M
|
| Profit Investment Management, LLC |
2025 Q1
|
4/8/2025, 08:17 PM |
74
|
$108M
|
| Castle Rock Wealth Management, LLC |
2025 Q1
|
4/8/2025, 08:16 PM |
225
|
$370M
|
| Cooper Investors Pty Ltd |
2021 Q1
|
4/8/2025, 08:12 PM |
42
|
$1.34B
|
| Cooper Investors Pty Ltd |
2020 Q4
|
4/8/2025, 07:49 PM |
41
|
$1.25B
|
| Cooper Investors Pty Ltd |
2020 Q3
|
4/8/2025, 07:40 PM |
40
|
$1.07B
|
| Cooper Investors Pty Ltd |
2020 Q2
|
4/8/2025, 07:27 PM |
39
|
$961M
|
| Cannae Holdings, Inc. |
2025 Q1
|
4/8/2025, 07:07 PM |
5
|
$916M
|
| Ampersand Capital Group, L.P. |
2024 Q4
|
4/8/2025, 06:12 PM |
7
|
$149M
|
| Rhumbline Advisers |
2025 Q1
|
4/8/2025, 05:08 PM |
4130
|
$107B
|
| Conrad Siegel Investment Advisors, Inc. |
2025 Q1
|
4/8/2025, 04:55 PM |
50
|
$390M
|
| Founders Capital Management |
2025 Q1
|
4/8/2025, 04:44 PM |
370
|
$155M
|
| Japan Post Holdings Co., Ltd. |
2025 Q1
|
4/8/2025, 04:35 PM |
1
|
$5.82B
|
| Fifth Third Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:29 PM |
705
|
$1.93B
|
| Peoples Bank/KS |
2025 Q1
|
4/8/2025, 04:25 PM |
331
|
$147M
|
| Cascade Investment Advisors, Inc. |
2025 Q1
|
4/8/2025, 04:23 PM |
113
|
$148M
|
| Nipun Capital, L.P. |
2025 Q1
|
4/8/2025, 04:19 PM |
10
|
$170M
|
| Burr Financial Services, Llc |
2025 Q1
|
4/8/2025, 04:17 PM |
35
|
$127M
|
| Cerro Pacific Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:15 PM |
163
|
$302M
|
| Ables, Iannone, Moore & Associates, Inc. |
2025 Q1
|
4/8/2025, 04:14 PM |
57
|
$147M
|
| Verde Capital Management |
2025 Q1
|
4/8/2025, 04:13 PM |
64
|
$351M
|
| Dumont & Blake Investment Advisors Llc |
2025 Q1
|
4/8/2025, 04:11 PM |
205
|
$357M
|
| Veery Capital, LLC |
2025 Q1
|
4/8/2025, 04:10 PM |
92
|
$257M
|
| Presidio Capital Management, LLC |
2025 Q1
|
4/8/2025, 04:08 PM |
69
|
$240M
|
| IVC Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:04 PM |
162
|
$186M
|
| Myecfo, Llc |
2025 Q1
|
4/8/2025, 04:03 PM |
58
|
$189M
|
| Marion Wealth Management |
2025 Q1
|
4/8/2025, 04:03 PM |
128
|
$374M
|
| J2 Capital Management Inc |
2025 Q1
|
4/8/2025, 04:03 PM |
104
|
$109M
|
| Aletheian Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:00 PM |
95
|
$178M
|
| Abner Herrman & Brock Llc |
2025 Q1
|
4/8/2025, 03:58 PM |
53
|
$783M
|
| Taylor & Morgan Wealth Management, LLC |
2025 Q1
|
4/8/2025, 03:56 PM |
66
|
$133M
|
| Bowman & Co S.C. |
2025 Q1
|
4/8/2025, 03:53 PM |
109
|
$204M
|
| Sterneck Capital Management, LLC |
2025 Q1
|
4/8/2025, 03:52 PM |
100
|
$185M
|
| Allied Investment Advisors, LLC |
2025 Q1
|
4/8/2025, 03:36 PM |
86
|
$527M
|
| Whitcomb & Hess, Inc. |
2025 Q1
|
4/8/2025, 03:28 PM |
54
|
$330M
|
| Boston Standard Wealth Management, LLC |
2025 Q1
|
4/8/2025, 03:23 PM |
47
|
$455M
|
| Asset Management Advisors, LLC |
2025 Q1
|
4/8/2025, 03:21 PM |
16
|
$147M
|
| Catalyst Private Wealth, Llc |
2025 Q1
|
4/8/2025, 03:19 PM |
78
|
$205M
|
| Stolper Co |
2025 Q1
|
4/8/2025, 03:12 PM |
87
|
$305M
|
| Asset Allocation & Management Company, LLC |
2025 Q1
|
4/8/2025, 03:08 PM |
90
|
$198M
|
| First Community Trust Na |
2025 Q1
|
4/8/2025, 02:59 PM |
313
|
$114M
|
| Trust Co |
2025 Q1
|
4/8/2025, 02:48 PM |
446
|
$842M
|
| Rooted Wealth Advisors, Inc. |
2025 Q1
|
4/8/2025, 02:41 PM |
92
|
$232M
|
| Livelsberger Financial Advisory |
2025 Q1
|
4/8/2025, 02:40 PM |
5
|
$2.09M
|
| Weinberger Asset Management, Inc |
2025 Q1
|
4/8/2025, 02:38 PM |
80
|
$233M
|
| Beese Fulmer Investment Management, Inc. |
2025 Q1
|
4/8/2025, 02:38 PM |
252
|
$1.16B
|
| Pacifica Partners Inc. |
2025 Q1
|
4/8/2025, 02:32 PM |
513
|
$219M
|
| Meyer Handelman Co |
2025 Q1
|
4/8/2025, 02:20 PM |
213
|
$2.87B
|
| Boit C F David |
2025 Q1
|
4/8/2025, 02:19 PM |
128
|
$199M
|
| Shearwater Capital LLC |
2025 Q1 - Restatement
|
4/8/2025, 02:15 PM |
45
|
$142M
|
| Greenfield FTC, Inc. |
2025 Q1
|
4/8/2025, 02:14 PM |
3
|
$431M
|
| Highland Financial Advisors, LLC |
2025 Q1
|
4/8/2025, 02:04 PM |
53
|
$280M
|
| New Hampshire Trust |
2025 Q1
|
4/8/2025, 01:58 PM |
174
|
$437M
|
| Avondale Wealth Management |
2025 Q1
|
4/8/2025, 01:57 PM |
112
|
$159M
|
| Fulcrum Capital LLC |
2025 Q1
|
4/8/2025, 01:45 PM |
106
|
$451M
|
| Shearwater Capital LLC |
2025 Q1
|
4/8/2025, 01:43 PM |
43
|
$130M
|
| James J. Burns & Company, LLC |
2025 Q1
|
4/8/2025, 01:37 PM |
143
|
$558M
|
| iA Global Asset Management Inc. |
2024 Q2 - Restatement
|
4/8/2025, 01:27 PM |
468
|
$5.24B
|