Kovitz Investment Group Partners
|
11M
|
$11M
|
0%
|
Mar 2024
|
|
Windsor Capital Management
|
4.7M
|
$4.7M
|
-1%
|
Mar 2024
|
|
Victory Capital Management
|
4.5M
|
$4.5M
|
0%
|
Mar 2024
|
|
Catalyst Capital Advisors
|
4.1M
|
$4.5M
|
0%
|
Mar 2024
|
|
Ubs Global Asset Management Americas
|
3.5M
|
$3.5M
|
0%
|
Mar 2024
|
|
SSI Investment Management
|
3.4M
|
$3.4M
|
1%
|
Dec 2023
|
|
Eubel Brady & Suttman Asset Management
|
3.3M
|
$3.2M
|
0%
|
Mar 2024
|
|
Lombard Odier Asset Management
|
2.8M
|
$2.8M
|
0%
|
Mar 2024
|
|
Amundi
|
2.8M
|
$2.8M
|
0%
|
Mar 2024
|
|
Royal Bank of Canada
|
2.7M
|
$2.7M
|
11%
|
Mar 2024
|
|
Morgan Stanley
|
1.1M
|
$1.1M
|
20%
|
Mar 2024
|
|
Calamos Advisors
|
813k
|
$807k
|
0%
|
Mar 2024
|
|
Sculati Wealth Management
|
779k
|
$771k
|
0%
|
Dec 2023
|
|
Commonwealth Equity Services
|
688k
|
$683k
|
0%
|
Mar 2024
|
|
Wells Fargo & Company
|
630k
|
$630k
|
4%
|
Mar 2024
|
|
Carnegie Capital Asset Management
|
580k
|
$581k
|
-2%
|
Mar 2024
|
|
Kestra Advisory Services
|
508k
|
$517k
|
100%
|
Dec 2023
|
|
Scholtz & Company
|
480k
|
$478k
|
100%
|
Mar 2024
|
|
AEGON USA Investment Management
|
350k
|
$347k
|
-65%
|
Mar 2024
|
|
Hartland & Co
|
350k
|
$352k
|
-9%
|
Dec 2023
|
|
Piper Jaffray & Co.
|
335k
|
$333k
|
100%
|
Mar 2024
|
|
Commonwealth of Pennsylvania
|
320k
|
$318k
|
19%
|
Mar 2024
|
|
Cambridge Investment Research Advisors
|
308k
|
$306k
|
-6%
|
Mar 2024
|
|
Citigroup
|
300k
|
$300k
|
-41%
|
Mar 2024
|
|
Afg Fiduciary Services Limited Partnership
|
295k
|
$293k
|
0%
|
Mar 2024
|
|
Advisor Group Holdings
|
277k
|
$275M
|
0%
|
Mar 2024
|
|
Opinicus Capital
|
210k
|
$210k
|
-11%
|
Mar 2024
|
|
LPL Financial
|
195k
|
$195k
|
-17%
|
Mar 2024
|
|
H D Vest Advisory Services
|
193k
|
$192k
|
0%
|
Mar 2024
|
|
Sigma Planning
|
181k
|
$180k
|
3%
|
Mar 2024
|
|
Stifel Financial
|
177k
|
$177k
|
26%
|
Mar 2024
|
|
Wealthstar Advisors
|
164k
|
$163k
|
0%
|
Mar 2024
|
|
Aveo Capital Partners
|
122k
|
$121k
|
0%
|
Mar 2024
|
|
First Hawaiian Bank
|
119k
|
$118k
|
0%
|
Mar 2024
|
|
Graham Capital Wealth Management
|
110k
|
$109k
|
10%
|
Mar 2024
|
|
Raymond James & Associates
|
100k
|
$99k
|
0%
|
Mar 2024
|
|
Phillips Financial Management
|
100k
|
$99k
|
0%
|
Mar 2024
|
|
Northwestern Mutual Wealth Management Company
|
96k
|
$95k
|
35%
|
Mar 2024
|
|
Goodman Financial
|
86k
|
$86k
|
0%
|
Mar 2024
|
|
Integrated Advisors Network
|
83k
|
$83k
|
0%
|
Mar 2024
|
|
Hohimer Wealth Management
|
75k
|
$74k
|
0%
|
Mar 2024
|
|
Regions Bank
|
65k
|
$65k
|
0%
|
Mar 2024
|
|
MWA Asset Management
|
53k
|
$53k
|
0%
|
Mar 2024
|
|
William Blair $ Company
|
50k
|
$50k
|
0%
|
Mar 2024
|
|
Barclays
|
50k
|
$50k
|
100%
|
Mar 2024
|
|
Divergent Wealth Advisors
|
49k
|
$49k
|
0%
|
Mar 2024
|
|
Resources Investment Advisors
|
45k
|
$45k
|
0%
|
Mar 2024
|
|
U.S. Capital Wealth Advisors
|
40k
|
$40k
|
0%
|
Mar 2024
|
|
Townsquare Capital
|
37k
|
$37k
|
85%
|
Mar 2024
|
|
International Assets Investment Management
|
35k
|
$35k
|
0%
|
Mar 2024
|
|
Sutton Place Investors
|
35k
|
$35k
|
100%
|
Mar 2024
|
|
Lineweaver Wealth Advisors
|
35k
|
$35k
|
0%
|
Mar 2024
|
|
Goldman Sachs Group
|
32k
|
$32k
|
0%
|
Mar 2024
|
|
Coastal Investment Advisors
|
30k
|
$30k
|
0%
|
Mar 2024
|
|
Commonwealth Retirement Investments
|
30k
|
$30k
|
0%
|
Mar 2024
|
|
Executive Wealth Management
|
27k
|
$27k
|
0%
|
Mar 2024
|
|
Sunbelt Securities
|
25k
|
$25k
|
0%
|
Mar 2024
|
|
OmniStar Financial Group
|
25k
|
$25k
|
0%
|
Mar 2024
|
|
Newbridge Financial Services Group
|
25k
|
$25k
|
100%
|
Mar 2024
|
|
Goldstein Advisors
|
25k
|
$25k
|
-19%
|
Mar 2024
|
|
CoreCap Advisors
|
25k
|
$25k
|
0%
|
Dec 2023
|
|
Harbour Investments
|
25k
|
$25k
|
0%
|
Dec 2023
|
|
Dimension Capital Management Partners
|
23k
|
$22k
|
-25%
|
Mar 2024
|
|
Bank of America Corporation
|
22k
|
$22k
|
0%
|
Mar 2024
|
|
Mesirow Financial Investment Management International Equity
|
20k
|
$20k
|
100%
|
Mar 2024
|
|
Sontag Advisory
|
20k
|
$20k
|
0%
|
Mar 2024
|
|
Us Bancorp
|
20k
|
$20k
|
100%
|
Mar 2024
|
|
Nbc Securities
|
19k
|
$18k
|
-49%
|
Mar 2024
|
|
Prevail Innovative Wealth Advisors
|
19k
|
$19k
|
0%
|
Mar 2024
|
|
Patriot Financial Group Insurance Agency
|
17k
|
$17k
|
0%
|
Mar 2024
|
|
Axxcess Wealth Management
|
16k
|
$16k
|
0%
|
Dec 2023
|
|
Integral Investment Advisors
|
15k
|
$15k
|
0%
|
Mar 2024
|
|
Mariner Wealth Advisors
|
15k
|
$15k
|
0%
|
Mar 2024
|
|
Transcendent Capital Group
|
15k
|
$15k
|
100%
|
Mar 2024
|
|
Wedbush Morgan Securities
|
15k
|
$1.5M
|
0%
|
Dec 2023
|
|
Moneta Group Investment Advisors
|
15k
|
$15k
|
9967%
|
Dec 2023
|
|
Venture Visionary Partners
|
14k
|
$14k
|
0%
|
Mar 2024
|
|
Pensionmark Financial Group
|
14k
|
$14k
|
0%
|
Mar 2024
|
|
Private Advisor
|
13k
|
$13k
|
0%
|
Mar 2024
|
|
Praetorian Wealth Management
|
10k
|
$9.9k
|
0%
|
Mar 2024
|
|
Garrett Investment Advisors
|
10k
|
$10k
|
100%
|
Mar 2024
|
|
RDA Financial Network
|
10k
|
$10k
|
0%
|
Mar 2024
|
|
Mcdonald Partners
|
10k
|
$9.9k
|
100%
|
Mar 2024
|
|
Raymond James Financial Services Advisors
|
10k
|
$9.9k
|
0%
|
Mar 2024
|
|
Apex Investment Services
|
10k
|
$10k
|
100%
|
Mar 2024
|
|
Principal Securities
|
10k
|
$9.9k
|
0%
|
Mar 2024
|
|
Laffer Investments
|
2.7k
|
$2.8M
|
-4%
|
Mar 2024
|
|
Activest Wealth Management
|
25.00
|
$25k
|
100%
|
Mar 2024
|
|