| Stuart Chaussee & Associates, Inc. |
2025 Q2
|
8/1/2025 |
180
|
$440 M
|
| FSA Advisors, Inc. |
2025 Q2
|
8/1/2025 |
177
|
$120 M
|
| OARSMAN CAPITAL, INC. |
2025 Q2
|
8/1/2025 |
251
|
$640 M
|
| JENNISON ASSOCIATES LLC |
2025 Q2
|
8/1/2025 |
810
|
$170 B
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/1/2025 |
128
|
$120 M
|
| Biltmore Family Office, LLC |
2025 Q2
|
8/1/2025 |
281
|
$590 M
|
| Bull Oak Capital, LLC |
2025 Q2
|
8/1/2025 |
32
|
$220 M
|
| MIZUHO SECURITIES USA LLC |
2025 Q2
|
8/1/2025 |
708
|
$4.7 B
|
| Markel Group Inc. |
2025 Q2
|
8/1/2025 |
218
|
$12 B
|
| Mendel Money Management |
2025 Q2
|
8/1/2025 |
142
|
$230 M
|
| PLANNING DIRECTIONS INC |
2025 Q2
|
8/1/2025 |
85
|
$180 M
|
| SWF LLC |
2025 Q1
|
8/1/2025 |
7
|
$360 M
|
| SWF LLC |
2024 Q4
|
8/1/2025 |
3
|
$300 M
|
| SWF LLC |
2024 Q3
|
8/1/2025 |
3
|
$300 M
|
| SWF LLC |
2024 Q2
|
8/1/2025 |
3
|
$260 M
|
| Redmond Asset Management, LLC |
2025 Q2
|
8/1/2025 |
209
|
$420 M
|
| SWF LLC |
2024 Q1
|
8/1/2025 |
3
|
$270 M
|
| Mizuho Markets Cayman LP |
2025 Q2
|
8/1/2025 |
77
|
$1.4 B
|
| SWF LLC |
2023 Q3
|
8/1/2025 |
3
|
$210 M
|
| SWF LLC |
2023 Q4
|
8/1/2025 |
3
|
$230 M
|
| SWF LLC |
2023 Q2
|
8/1/2025 |
3
|
$290 M
|
| MIZUHO MARKETS AMERICAS LLC |
2025 Q2
|
8/1/2025 |
170
|
$3.3 B
|
| SWF LLC |
2023 Q1
|
8/1/2025 |
3
|
$260 M
|
| SWF LLC |
2022 Q4
|
8/1/2025 |
4
|
$320 M
|
| SWF LLC |
2022 Q3
|
8/1/2025 |
4
|
$290 M
|
| CVS HEALTH Corp |
2025 Q2
|
8/1/2025 |
3
|
$190 M
|
| GENERAL AMERICAN INVESTORS CO INC |
2025 Q2
|
8/1/2025 |
71
|
$1.6 B
|
| SWF LLC |
2022 Q2
|
8/1/2025 |
4
|
$330 M
|
| SWF LLC |
2022 Q1
|
8/1/2025 |
4
|
$460 M
|
| SWF LLC |
2021 Q4
|
8/1/2025 |
4
|
$400 M
|
| Unconventional Investor, LLC |
2025 Q2
|
8/1/2025 |
40
|
$180 M
|
| SWF LLC |
2021 Q3
|
8/1/2025 |
5
|
$380 M
|
| Zhang Financial LLC |
2025 Q2
|
8/1/2025 |
291
|
$2.2 B
|
| SWF LLC |
2021 Q2
|
8/1/2025 |
5
|
$380 M
|
| Anson Capital, Inc. |
2025 Q2
|
8/1/2025 |
77
|
$120 M
|
| SWF LLC |
2021 Q1
|
8/1/2025 |
5
|
$350 M
|
| Hoya Capital Real Estate, LLC |
2025 Q2
|
8/1/2025 |
8
|
$5.3 M
|
| SWF LLC |
2020 Q4
|
8/1/2025 |
5
|
$320 M
|
| SWF LLC |
2020 Q3
|
8/1/2025 |
4
|
$290 M
|
| Bank of Jackson Hole Trust |
2025 Q2
|
8/1/2025 |
449
|
$180 M
|
| CORRADO ADVISORS, LLC |
2025 Q2
|
8/1/2025 |
112
|
$160 M
|
| Sherborne Investors Management LP |
2025 Q2
|
8/1/2025 |
1
|
$420 M
|
| Paradigm, Strategies in Wealth Management, LLC |
2025 Q2
|
8/1/2025 |
53
|
$150 M
|
| REGENERON PHARMACEUTICALS, INC. |
2025 Q2
|
8/1/2025 |
4
|
$1.5 B
|
| SWF LLC |
2020 Q2
|
8/1/2025 |
4
|
$240 M
|
| SWF LLC |
2020 Q1
|
8/1/2025 |
4
|
$250 M
|
| MOTCO |
2025 Q2
|
8/1/2025 |
811
|
$1.0 B
|
| SWF LLC |
2019 Q4
|
8/1/2025 |
3
|
$290 M
|
| SWF LLC |
2019 Q3
|
8/1/2025 |
3
|
$180 M
|
| Cedar Point Capital Partners, LLC |
2025 Q2
|
8/1/2025 |
66
|
$140 M
|
| JDH Wealth Management, LLC |
2025 Q2
|
8/1/2025 |
49
|
$130 M
|
| Fire Capital Management LLC |
2025 Q2
|
8/1/2025 |
93
|
$160 M
|
| SwitchPoint Financial Planning, LLC |
2025 Q2
|
8/1/2025 |
75
|
$120 M
|
| SWF LLC |
2019 Q2
|
8/1/2025 |
3
|
$170 M
|
| Ferguson Shapiro LLC |
2025 Q2
|
8/1/2025 |
72
|
$300 M
|
| SWF LLC |
2019 Q1
|
8/1/2025 |
3
|
$140 M
|
| SWF LLC |
2018 Q4
|
8/1/2025 |
3
|
$140 M
|
| Austin Private Wealth, LLC |
2025 Q2
|
8/1/2025 |
307
|
$1.3 B
|
| SWF LLC |
2018 Q3
|
8/1/2025 |
3
|
$150 M
|
| JAMES INVESTMENT RESEARCH, INC. |
2025 Q2
|
8/1/2025 |
338
|
$840 M
|
| SWF LLC |
2018 Q2
|
8/1/2025 |
3
|
$60 M
|
| Providence First Trust Co |
2025 Q2
|
8/1/2025 |
111
|
$280 M
|
| SWF LLC |
2018 Q1
|
8/1/2025 |
3
|
$100 M
|
| Pettee Investors, Inc. |
2025 Q2
|
8/1/2025 |
109
|
$170 M
|
| SWF LLC |
2017 Q4
|
8/1/2025 |
3
|
$100 M
|
| Strategic Financial Services, Inc. |
2025 Q2
|
8/1/2025 |
138
|
$1.9 B
|
| Clark Asset Management, LLC |
2025 Q2
|
8/1/2025 |
197
|
$730 M
|
| Tevis Investment Management |
2025 Q2
|
8/1/2025 |
104
|
$160 M
|
| Centerpoint Advisors, LLC |
2025 Q2
|
8/1/2025 |
415
|
$290 M
|
| Motley Fool Wealth Management, LLC |
2025 Q2
|
8/1/2025 |
127
|
$1.7 B
|
| Motley Fool Asset Management LLC |
2025 Q2
|
8/1/2025 |
230
|
$2.2 B
|
| GPM Growth Investors, Inc. |
2025 Q2
|
8/1/2025 |
42
|
$250 M
|
| May Hill Capital, LLC |
2025 Q2
|
8/1/2025 |
205
|
$300 M
|
| Equita Financial Network, Inc. |
2025 Q2
|
8/1/2025 |
81
|
$250 M
|
| PETRA FINANCIAL ADVISORS INC |
2025 Q2
|
8/1/2025 |
141
|
$160 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2025 Q2
|
8/1/2025 |
55
|
$160 M
|
| WINCAP FINANCIAL LLC |
2025 Q2
|
8/1/2025 |
85
|
$120 M
|
| First National Trust Co |
2025 Q2
|
8/1/2025 |
613
|
$2.7 B
|
| Redwood Park Advisors LLC |
2025 Q2
|
8/1/2025 |
324
|
$150 M
|
| VISION FINANCIAL MARKETS LLC |
2025 Q2
|
8/1/2025 |
433
|
$110 M
|
| Purkiss Capital Advisors LLC |
2025 Q2
|
8/1/2025 |
153
|
$180 M
|
| William Allan Corp |
2025 Q2
|
8/1/2025 |
48
|
$170 M
|
| Signet Investment Advisory Group, Inc. |
2025 Q2
|
8/1/2025 |
67
|
$190 M
|
| Capital Investment Counsel, LLC |
2025 Q2
|
8/1/2025 |
128
|
$640 M
|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
2025 Q2
|
8/1/2025 |
798
|
$11 B
|
| AMERICAN EXPRESS CO |
2025 Q2
|
8/1/2025 |
2
|
$990 M
|
| GGM Financials LLC |
2025 Q2 - RESTATEMENT
|
8/1/2025 |
60
|
$170 M
|
| Pavion Blue Capital, LLC |
2025 Q2
|
8/1/2025 |
102
|
$230 M
|
| Private Wealth Partners, LLC |
2025 Q2
|
8/1/2025 |
174
|
$1.3 B
|
| Heritage Wealth Management, Inc./Texas |
2025 Q2
|
8/1/2025 |
35
|
$200 M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2025 Q2
|
8/1/2025 |
425
|
$320 M
|
| Trust Investment Advisors |
2025 Q2
|
8/1/2025 |
123
|
$160 M
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
2025 Q2
|
8/1/2025 |
156
|
$350 M
|
| Howard Capital Management Inc. |
2025 Q2
|
8/1/2025 |
403
|
$6.7 B
|
| Reliant Investment Partners, LLC |
2025 Q2
|
8/1/2025 |
111
|
$110 M
|
| ACR Alpine Capital Research, LLC |
2025 Q2
|
8/1/2025 |
66
|
$5.6 B
|
| LOGAN CAPITAL MANAGEMENT INC |
2025 Q2
|
8/1/2025 |
649
|
$2.2 B
|
| GWN SECURITIES INC. |
2025 Q2
|
8/1/2025 |
395
|
$540 M
|
| Taylor Financial Group, Inc. |
2025 Q2
|
8/1/2025 |
104
|
$160 M
|
| PCA Investment Advisory Services Inc. |
2025 Q2
|
8/1/2025 |
50
|
$240 M
|