| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
2025 Q3
|
10/29/2025 |
3,802
|
$320 B
|
| Quantum Portfolio Management LLC |
2025 Q3
|
10/29/2025 |
262
|
$340 M
|
| J.Safra Asset Management Corp |
2025 Q3
|
10/29/2025 |
469
|
$1.6 B
|
| DMC Group, LLC |
2025 Q3
|
10/29/2025 |
142
|
$140 M
|
| Yorktown Management & Research Co Inc |
2025 Q3
|
10/29/2025 |
206
|
$130 M
|
| ADAPT Investment Managers SA |
2025 Q3
|
10/29/2025 |
124
|
$11 B
|
| AMH Equity Ltd |
2025 Q3
|
10/29/2025 |
54
|
$80 M
|
| First Financial Group Corp |
2025 Q3
|
10/29/2025 |
73
|
$120 M
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/29/2025 |
123
|
$100 M
|
| Hiddenite Capital Partners LP |
2025 Q3
|
10/29/2025 |
30
|
$550 M
|
| Capital Advisory Group Advisory Services, LLC |
2025 Q3
|
10/29/2025 |
180
|
$320 M
|
| Donoghue Forlines LLC |
2025 Q3
|
10/29/2025 |
100
|
$320 M
|
| FSR Wealth Management Ltd. |
2025 Q3
|
10/29/2025 |
34
|
$84 M
|
| Sierra Legacy Group |
2025 Q3
|
10/29/2025 |
67
|
$140 M
|
| Cabot-Wellington, LLC |
2025 Q3
|
10/29/2025 |
5
|
$310 M
|
| FIDUCIARY FAMILY OFFICE, LLC |
2025 Q3
|
10/29/2025 |
185
|
$350 M
|
| Nippon Life Global Investors Americas, Inc. |
2025 Q3
|
10/29/2025 |
106
|
$2.4 B
|
| CFC Planning Co LLC |
2025 Q3
|
10/29/2025 |
94
|
$120 M
|
| One Wealth Management Investment & Advisory Services, LLC |
2025 Q3
|
10/29/2025 |
50
|
$86 M
|
| New Insight Wealth Advisors |
2025 Q3
|
10/29/2025 |
106
|
$270 M
|
| Stenger Family Office, LLC |
2025 Q3
|
10/29/2025 |
108
|
$490 M
|
| BLVD Private Wealth, LLC |
2025 Q3
|
10/29/2025 |
76
|
$120 M
|
| Ridgeline Wealth Planning, LLC |
2025 Q3
|
10/29/2025 |
42
|
$130 M
|
| Beacon Financial Advisory LLC |
2025 Q3
|
10/29/2025 |
383
|
$430 M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2025 Q3
|
10/29/2025 |
150
|
$690 M
|
| Resonant Capital Advisors, LLC |
2025 Q3
|
10/29/2025 |
437
|
$1.7 B
|
| LJI Wealth Management, LLC |
2025 Q3
|
10/29/2025 |
185
|
$570 M
|
| Harel Insurance Investments & Financial Services Ltd. |
2025 Q3
|
10/29/2025 |
469
|
$11 B
|
| MEITAV INVESTMENT HOUSE LTD |
2025 Q3
|
10/29/2025 |
248
|
$7.6 B
|
| BANK HAPOALIM BM |
2025 Q3
|
10/29/2025 |
130
|
$810 M
|
| Beaumont Asset Management, L.L.C. |
2025 Q3
|
10/28/2025 |
68
|
$200 M
|
| Dupree Financial Group, LLC |
2025 Q3
|
10/28/2025 |
70
|
$260 M
|
| Emerald Advisors, LLC |
2025 Q3
|
10/28/2025 |
102
|
$750 M
|
| Maryland State Retirement & Pension System |
2025 Q3
|
10/28/2025 |
1,368
|
$4.8 B
|
| Walkner Condon Financial Advisors LLC |
2025 Q3
|
10/28/2025 |
299
|
$630 M
|
| LMCG INVESTMENTS, LLC |
2025 Q3
|
10/28/2025 |
222
|
$1.7 B
|
| SIGMA INVESTMENT COUNSELORS INC |
2025 Q3
|
10/28/2025 |
198
|
$1.9 B
|
| Aviance Capital Partners, LLC |
2025 Q3
|
10/28/2025 |
363
|
$840 M
|
| Compass Ion Advisors, LLC |
2025 Q3
|
10/28/2025 |
275
|
$1.0 B
|
| Vested Financial Planning, LLC |
2025 Q3
|
10/28/2025 |
30
|
$120 M
|
| Stegent Equity Advisors, Inc. |
2025 Q3
|
10/28/2025 |
110
|
$120 M
|
| THEORY FINANCIAL LLC |
2025 Q3
|
10/28/2025 |
90
|
$280 M
|
| Baer Investment Advisory LLC |
2025 Q3
|
10/28/2025 |
41
|
$120 M
|
| Attessa Capital LLC |
2025 Q3
|
10/28/2025 |
34
|
$170 M
|
| Munro Partners |
2019 Q1
|
10/28/2025 |
33
|
$670 M
|
| Munro Partners |
2019 Q2
|
10/28/2025 |
27
|
$580 M
|
| Sequoia Financial Advisors, LLC |
2025 Q3
|
10/28/2025 |
1,742
|
$16 B
|
| Munro Partners |
2018 Q4
|
10/28/2025 |
19
|
$110 M
|
| Munro Partners |
2018 Q3
|
10/28/2025 |
31
|
$170 M
|
| Gold Investment Management Ltd. |
2025 Q3
|
10/28/2025 |
203
|
$300 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2025 Q3
|
10/28/2025 |
186
|
$610 M
|
| Occidental Asset Management, LLC |
2025 Q3
|
10/28/2025 |
275
|
$800 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/28/2025 |
66
|
$120 M
|
| McBroom & Associates, LLC |
2025 Q3
|
10/28/2025 |
37
|
$210 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2025 Q3
|
10/28/2025 |
17
|
$12 M
|
| HARTLINE INVESTMENT CORP/ |
2025 Q3
|
10/28/2025 |
114
|
$960 M
|
| Navera Investment Management Ltd. |
2025 Q3
|
10/28/2025 |
52
|
$5.2 B
|
| Valued Wealth Advisors LLC |
2025 Q3
|
10/28/2025 |
627
|
$220 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/28/2025 |
274
|
$2.6 B
|
| BFSG, LLC |
2025 Q3
|
10/28/2025 |
705
|
$1.0 B
|
| Consolidated Investment Group LLC |
2025 Q3
|
10/28/2025 |
69
|
$810 M
|
| Alesco Advisors LLC |
2025 Q3
|
10/28/2025 |
202
|
$3.7 B
|
| AllGen Financial Advisors, Inc. |
2025 Q3
|
10/28/2025 |
42
|
$410 M
|
| SOL Capital Management CO |
2025 Q3
|
10/28/2025 |
305
|
$1.1 B
|
| QRG CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/28/2025 |
1,031
|
$8.3 B
|
| MinichMacGregor Wealth Management, LLC |
2025 Q3
|
10/28/2025 |
140
|
$510 M
|
| Rather & Kittrell, Inc. |
2025 Q3
|
10/28/2025 |
98
|
$570 M
|
| Retirement Investment Advisors, Inc. |
2025 Q3
|
10/28/2025 |
65
|
$1.2 B
|
| Phoenix Wealth Advisors |
2025 Q3
|
10/28/2025 |
131
|
$260 M
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/28/2025 |
1,889
|
$4.2 B
|
| WATERS PARKERSON & CO., LLC |
2025 Q3
|
10/28/2025 |
184
|
$2.1 B
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2025 Q3
|
10/28/2025 |
225
|
$960 M
|
| Scott & Selber, Inc. |
2025 Q3
|
10/28/2025 |
95
|
$410 M
|
| SSI INVESTMENT MANAGEMENT LLC |
2025 Q3
|
10/28/2025 |
540
|
$1.5 B
|
| Sterling Investment Advisors, Ltd. |
2025 Q3
|
10/28/2025 |
203
|
$510 M
|
| Evolution Wealth Advisors, LLC |
2025 Q3
|
10/28/2025 |
165
|
$740 M
|
| Ampfield Management, L.P. |
2025 Q3
|
10/28/2025 |
4
|
$90 M
|
| MeadowBrook Investment Advisors LLC |
2025 Q3
|
10/28/2025 |
187
|
$120 M
|
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2025 Q3
|
10/28/2025 |
589
|
$2.4 B
|
| Red Wave Investments LLC |
2025 Q3
|
10/28/2025 |
108
|
$330 M
|
| Fulcrum Capital LLC |
2025 Q3
|
10/28/2025 |
100
|
$490 M
|
| FOREFRONT WEALTH MANAGEMENT INC. |
2025 Q3
|
10/28/2025 |
69
|
$140 M
|
| Intel Corp |
2025 Q3
|
10/28/2025 |
4
|
$1.0 B
|
| YCG, LLC |
2025 Q3
|
10/28/2025 |
37
|
$1.3 B
|
| NBT BANK N A /NY |
2025 Q3
|
10/28/2025 |
1,359
|
$1.5 B
|
| Confluence Wealth Services, Inc. |
2025 Q3
|
10/28/2025 |
368
|
$2.0 B
|
| Thrive Capital Management, LLC |
2025 Q3
|
10/28/2025 |
171
|
$390 M
|
| Arlington Trust Co LLC |
2025 Q3
|
10/28/2025 |
585
|
$560 M
|
| First National Advisers, LLC |
2025 Q3
|
10/28/2025 |
255
|
$740 M
|
| Vectors Research Management, LLC |
2025 Q3
|
10/28/2025 |
131
|
$320 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/28/2025 |
43
|
$210 M
|
| RICHARDSON FINANCIAL SERVICES INC. |
2025 Q3
|
10/28/2025 |
1,024
|
$160 M
|
| Arlington Partners LLC |
2025 Q3
|
10/28/2025 |
57
|
$290 M
|
| Bull Street Advisors, LLC |
2025 Q3
|
10/28/2025 |
89
|
$210 M
|
| Minneapolis Portfolio Management Group, LLC |
2025 Q3
|
10/28/2025 |
29
|
$870 M
|
| Stephens Investment Management Group LLC |
2025 Q3
|
10/28/2025 |
175
|
$7.7 B
|
| BLODGETT WEALTH ADVISORS, LLC |
2025 Q3 - RESTATEMENT
|
10/28/2025 |
64
|
$150 M
|
| Pinnacle Financial Partners Inc |
2025 Q3
|
10/28/2025 |
787
|
$4.2 B
|
| MRWM Advisors, LLC |
2025 Q3
|
10/28/2025 |
74
|
$180 M
|
| Gibraltar Capital Management, Inc. |
2025 Q3
|
10/28/2025 |
113
|
$560 M
|