Bank of America Corporation
|
1.6M
|
$333M
|
1%
|
Sep 2024
|
|
Morgan Stanley
|
631k
|
$124M
|
-4%
|
Jun 2024
|
|
New York Life Investment Management
|
520k
|
$107M
|
-14%
|
Sep 2024
|
|
Apex Investment Services
|
487k
|
$101M
|
-1%
|
Sep 2024
|
|
Wells Fargo & Company
|
461k
|
$95M
|
-1%
|
Sep 2024
|
|
Leavell Investment Management
|
455k
|
$94M
|
6%
|
Sep 2024
|
|
Envestnet Asset Management
|
451k
|
$93M
|
2%
|
Sep 2024
|
|
Apella Capital
|
441k
|
$90M
|
15%
|
Sep 2024
|
|
BancorpSouth Bank
|
421k
|
$87M
|
-1%
|
Sep 2024
|
|
Pnc Financial Services
|
403k
|
$83M
|
-11%
|
Sep 2024
|
|
LPL Financial
|
378k
|
$78M
|
2%
|
Sep 2024
|
|
Branch Banking & Trust Company
|
319k
|
$63M
|
-2%
|
Jun 2024
|
|
BKD Wealth Advisors
|
291k
|
$58M
|
-6%
|
Jun 2024
|
|
Kuehl Shepherd Kozlowski & Associates
|
223k
|
$46M
|
0%
|
Sep 2024
|
|
Proequities
|
208k
|
$43B
|
0%
|
Sep 2024
|
|
One Capital Management
|
199k
|
$41M
|
13%
|
Sep 2024
|
|
Captrust Financial Advisors
|
198k
|
$41M
|
98%
|
Sep 2024
|
|
Mesirow Financial Investment Management International Equity
|
197k
|
$41M
|
101%
|
Sep 2024
|
|
Commonwealth Equity Services
|
193k
|
$40M
|
5%
|
Sep 2024
|
|
Raymond James Financial Services Advisors
|
189k
|
$39M
|
4%
|
Sep 2024
|
|
Summit Wealth & Retirement Planning
|
185k
|
$38M
|
0%
|
Sep 2024
|
|
Rockefeller Capital Management
|
181k
|
$36M
|
3%
|
Jun 2024
|
|
Orion Portfolio Solutions
|
173k
|
$36M
|
-6%
|
Sep 2024
|
|
Ieq Capital
|
171k
|
$34M
|
-1%
|
Jun 2024
|
|
Jpmorgan Chase & Co
|
167k
|
$34M
|
0%
|
Sep 2024
|
|
Royal Bank of Canada
|
161k
|
$33M
|
2%
|
Sep 2024
|
|
Kestra Advisory Services
|
146k
|
$30M
|
-7%
|
Sep 2024
|
|
ProVise Management Group
|
126k
|
$26M
|
3%
|
Sep 2024
|
|
Raymond James & Associates
|
114k
|
$24M
|
-1%
|
Sep 2024
|
|
Black Diamond Financial
|
100k
|
$21M
|
0%
|
Sep 2024
|
|
Financial Services Advisory
|
96k
|
$20M
|
2%
|
Sep 2024
|
|
Burns Wealth Management
|
93k
|
$19M
|
0%
|
Sep 2024
|
|
GeoWealth Management
|
88k
|
$18M
|
334%
|
Sep 2024
|
|
Cetera Investment Advisers
|
87k
|
$17M
|
9%
|
Jun 2024
|
|
Capital Advantage
|
83k
|
$17M
|
1%
|
Sep 2024
|
|
Union Bankshares
|
82k
|
$17M
|
100%
|
Sep 2024
|
|
Cambridge Investment Research Advisors
|
81k
|
$17M
|
0%
|
Sep 2024
|
|
American Investment Services
|
77k
|
$15M
|
0%
|
Jun 2024
|
|
International Assets Investment Management
|
75k
|
$363k
|
20675%
|
Sep 2024
|
|
Change Path
|
75k
|
$16M
|
1%
|
Sep 2024
|
|
Advisor Group Holdings
|
74k
|
$15M
|
-19%
|
Sep 2024
|
|
Cozad Asset Management
|
72k
|
$15M
|
-5%
|
Sep 2024
|
|
MA Private Wealth
|
71k
|
$15M
|
-3%
|
Sep 2024
|
|
Northwestern Mutual Wealth Management Company
|
70k
|
$14M
|
300%
|
Sep 2024
|
|
Annapolis Financial Services
|
68k
|
$14M
|
13%
|
Sep 2024
|
|
Systelligence
|
67k
|
$14M
|
-4%
|
Sep 2024
|
|
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
|
66k
|
$14M
|
15%
|
Sep 2024
|
|
Great Valley Advisor Group
|
65k
|
$14M
|
-9%
|
Sep 2024
|
|
Keel Point
|
63k
|
$12M
|
-4%
|
Jun 2024
|
|
Creative Planning
|
63k
|
$13M
|
1%
|
Sep 2024
|
|
Capital Investment Advisors
|
59k
|
$12M
|
11%
|
Sep 2024
|
|
HB Wealth Management
|
55k
|
$11M
|
1%
|
Sep 2024
|
|
P.J. Schmidt Investment Management
|
50k
|
$10M
|
3%
|
Sep 2024
|
|
Berkshire Money Management
|
49k
|
$10M
|
15%
|
Sep 2024
|
|
Janney Montgomery Scott
|
49k
|
$10M
|
-2%
|
Sep 2024
|
|
TriaGen Wealth Management
|
46k
|
$9.6M
|
5%
|
Sep 2024
|
|
Phillips Financial Management
|
46k
|
$9.5M
|
0%
|
Sep 2024
|
|
Sensible Financial Planning & Management
|
45k
|
$9.2M
|
5%
|
Sep 2024
|
|
Blackston Financial Advisory Group
|
44k
|
$9.1M
|
100%
|
Sep 2024
|
|
Bank of New York Mellon
|
42k
|
$8.8M
|
-1%
|
Sep 2024
|
|
YCMNET Advisors
|
42k
|
$8.3M
|
-3%
|
Jun 2024
|
|
Wealth Enhancement Advisory Services
|
40k
|
$8.0M
|
5%
|
Jun 2024
|
|
Gray Wealth Management
|
40k
|
$8.3M
|
2%
|
Sep 2024
|
|
Baker Ellis Asset Management
|
38k
|
$7.9M
|
0%
|
Sep 2024
|
|
Farther Finance Advisors
|
35k
|
$7.3M
|
0%
|
Sep 2024
|
|
Empirical Asset Management
|
34k
|
$56k
|
0%
|
Sep 2024
|
|
Diversified Trust Company
|
34k
|
$7.0M
|
3%
|
Sep 2024
|
|
Strategic Blueprint
|
34k
|
$7.0M
|
12%
|
Sep 2024
|
|
IFP Advisors
|
34k
|
$6.6M
|
-2%
|
Jun 2024
|
|
UMA Financial Services
|
33k
|
$6.8M
|
0%
|
Sep 2024
|
|
Equita Financial Network
|
32k
|
$6.5M
|
0%
|
Sep 2024
|
|
Goldman Sachs Group
|
31k
|
$6.2M
|
976%
|
Jun 2024
|
|
Stephenson National Bank & Trust
|
30k
|
$6.2M
|
0%
|
Sep 2024
|
|
Tradition Wealth Management
|
30k
|
$6.1M
|
1%
|
Sep 2024
|
|
Waterford Advisors
|
26k
|
$5.4M
|
1%
|
Sep 2024
|
|
Kestra Investment Management
|
26k
|
$5.3M
|
29%
|
Sep 2024
|
|
Zhang Financial
|
25k
|
$5.1M
|
0%
|
Sep 2024
|
|
Beacon Pointe Advisors
|
24k
|
$5.0M
|
0%
|
Sep 2024
|
|
Mml Investors Services
|
24k
|
$5.0M
|
1%
|
Sep 2024
|
|
Moneta Group Investment Advisors
|
24k
|
$4.9M
|
0%
|
Sep 2024
|
|
H D Vest Advisory Services
|
24k
|
$4.7M
|
14%
|
Jun 2024
|
|
Colorado Capital Management
|
24k
|
$4.9M
|
127%
|
Sep 2024
|
|
Private Advisor
|
23k
|
$4.7M
|
-2%
|
Sep 2024
|
|
Wealthfront Advisers
|
23k
|
$4.7M
|
9%
|
Sep 2024
|
|
Coldstream Capital Management
|
22k
|
$4.4M
|
-1%
|
Jun 2024
|
|
Stokes Family Office
|
22k
|
$4.6M
|
0%
|
Sep 2024
|
|
Sanctuary Advisors
|
22k
|
$3.9M
|
100%
|
Jun 2024
|
|
Envestnet Portfolio Solutions
|
21k
|
$4.3M
|
-3%
|
Sep 2024
|
|
USAdvisors Wealth Management
|
20k
|
$4.2M
|
4%
|
Sep 2024
|
|
Prime Capital Investment Advisors
|
20k
|
$4.2M
|
0%
|
Sep 2024
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
20k
|
$4.1M
|
9%
|
Sep 2024
|
|
Jackson Wealth Management
|
19k
|
$3.9M
|
89%
|
Sep 2024
|
|
James J. Burns & Company
|
19k
|
$3.9M
|
-20%
|
Sep 2024
|
|
National Asset Management
|
18k
|
$3.6M
|
-13%
|
Jun 2024
|
|
Atria Investments
|
18k
|
$3.8M
|
16%
|
Sep 2024
|
|
Intl Fcstone
|
18k
|
$3.8M
|
-1%
|
Sep 2024
|
|
Buttonwood Financial Group
|
18k
|
$3.7M
|
-6%
|
Sep 2024
|
|
Calton & Associates
|
17k
|
$3.5M
|
-32%
|
Sep 2024
|
|
Atria Wealth Solutions
|
17k
|
$3.5M
|
4%
|
Sep 2024
|
|
HighTower Advisors
|
17k
|
$3.3M
|
0%
|
Jun 2024
|
|
Archford Capital Strategies
|
16k
|
$3.3M
|
5%
|
Sep 2024
|
|
Monticello Wealth Management
|
16k
|
$2.9M
|
0%
|
Sep 2024
|
|
Parallel Advisors
|
15k
|
$3.0M
|
0%
|
Sep 2024
|
|
Security Financial Services
|
15k
|
$3.0M
|
-1%
|
Sep 2024
|
|
Leo Wealth
|
15k
|
$3.0M
|
0%
|
Sep 2024
|
|
Park Avenue Securities
|
14k
|
$3.0M
|
-5%
|
Sep 2024
|
|
ValMark Advisers
|
14k
|
$2.9M
|
0%
|
Sep 2024
|
|
Independent Advisor Alliance
|
14k
|
$2.8M
|
0%
|
Jun 2024
|
|
Brand Asset Management Group
|
14k
|
$2.9M
|
0%
|
Sep 2024
|
|
HF Advisory Group
|
14k
|
$2.9M
|
-8%
|
Sep 2024
|
|
Hilltop Wealth Advisors
|
14k
|
$2.9M
|
-2%
|
Sep 2024
|
|
Retirement Capital Strategies
|
14k
|
$2.9M
|
-1%
|
Sep 2024
|
|
Prospera Financial Services
|
13k
|
$2.8M
|
0%
|
Sep 2024
|
|
Kestra Private Wealth Services
|
13k
|
$2.8M
|
-1%
|
Sep 2024
|
|
Thoroughbred Financial Services
|
13k
|
$2.7M
|
0%
|
Sep 2024
|
|
Mariner Wealth Advisors
|
13k
|
$2.7M
|
-3%
|
Sep 2024
|
|
Two Sigma Investments
|
13k
|
$2.6M
|
100%
|
Jun 2024
|
|
Franklin Resources
|
13k
|
$2.7M
|
0%
|
Sep 2024
|
|
Alliancebernstein
|
13k
|
$2.5M
|
20%
|
Jun 2024
|
|
Optivise Advisory Services
|
13k
|
$2.6M
|
299%
|
Sep 2024
|
|
Clear Creek Financial Management
|
13k
|
$2.6M
|
0%
|
Sep 2024
|
|
Jones Financial Companies, L.L
|
12k
|
$2.5M
|
872%
|
Sep 2024
|
|
SNS Financial
|
12k
|
$2.5M
|
-2%
|
Sep 2024
|
|
Aptus Capital Advisors
|
12k
|
$2.5M
|
1%
|
Sep 2024
|
|
Tocqueville Asset Management
|
12k
|
$2.5M
|
0%
|
Sep 2024
|
|
David Kennon
|
12k
|
$2.5M
|
-1%
|
Sep 2024
|
|
Old National Trust Company
|
12k
|
$2.5M
|
-6%
|
Sep 2024
|
|
West Wealth Group
|
12k
|
$2.4M
|
6%
|
Sep 2024
|
|
Matthew Goff Investment Advisor
|
11k
|
$2.3M
|
0%
|
Sep 2024
|
|
Aspire Wealth Management Corp
|
11k
|
$2.2M
|
-2%
|
Sep 2024
|
|
Lazard Asset Management
|
11k
|
$2.2M
|
-6%
|
Sep 2024
|
|
Us Bancorp
|
11k
|
$2.2M
|
269%
|
Sep 2024
|
|
Guidance Capital
|
11k
|
$2.2M
|
4%
|
Sep 2024
|
|
Savant Capital Management
|
10k
|
$2.1M
|
6%
|
Sep 2024
|
|
Level Four Advisory Services
|
10k
|
$2.0M
|
-5%
|
Jun 2024
|
|
HPM Partners
|
10k
|
$2.1M
|
-2%
|
Sep 2024
|
|
Heartwood Wealth Advisors
|
10k
|
$2.1M
|
5%
|
Sep 2024
|
|
Buttonwood Financial Advisors
|
9.9k
|
$2.0M
|
3%
|
Sep 2024
|
|
McClarren Financial Advisors
|
9.6k
|
$1.4M
|
305%
|
Sep 2024
|
|
Hardy Reed
|
9.4k
|
$1.9M
|
0%
|
Sep 2024
|
|
Nations Financial Group
|
9.4k
|
$1.9M
|
1%
|
Sep 2024
|
|
Goss Wealth Management
|
9.4k
|
$1.8M
|
-2%
|
Jun 2024
|
|
Financial Freedom
|
9.3k
|
$1.9M
|
6%
|
Sep 2024
|
|
Rsm Us Wealth Management
|
9.2k
|
$1.9M
|
0%
|
Sep 2024
|
|
Colony
|
9.1k
|
$1.9M
|
-16%
|
Sep 2024
|
|
Certified Advisory Corp
|
9.0k
|
$1.9M
|
-2%
|
Sep 2024
|
|
Main Street Financial Solutions
|
8.7k
|
$1.8M
|
-10%
|
Sep 2024
|
|
Harbour Investments
|
8.6k
|
$1.8M
|
33%
|
Sep 2024
|
|
Renaissance Technologies
|
8.6k
|
$1.8M
|
15%
|
Sep 2024
|
|
Wesbanco Trust And Investments
|
8.4k
|
$1.7M
|
0%
|
Sep 2024
|
|
HBW Advisory Services
|
8.1k
|
$1.7M
|
-34%
|
Sep 2024
|
|
Dynamic Advisors Solutions
|
3.4k
|
$707k
|
-63%
|
Sep 2024
|
|
Susquehanna International
|
2.2k
|
$455k
|
-76%
|
Sep 2024
|
|