| NESTEGG ADVISORS, INC. |
2025 Q2
|
7/28/2025 |
46
|
$100 M
|
| DIXON FNANCIAL SERVICES, INC. |
2025 Q2
|
7/28/2025 |
40
|
$200 M
|
| PB INVESTMENT PARTNERS, L.P. |
2025 Q2
|
7/28/2025 |
8
|
$150 M
|
| Naria Inc. |
2025 Q2
|
7/28/2025 |
1
|
$420 M
|
| Clayton, Dubilier & Rice, LLC |
2025 Q2
|
7/28/2025 |
2
|
$360 M
|
| Compass Advisory Group LLC |
2025 Q2
|
7/28/2025 |
75
|
$320 M
|
| WEALTHSPAN PARTNERS, LLC |
2025 Q2
|
7/28/2025 |
120
|
$240 M
|
| ForthRight Wealth Management, LLC |
2025 Q2
|
7/28/2025 |
65
|
$320 M
|
| Tower Wealth Partners, Inc. |
2025 Q2
|
7/28/2025 |
86
|
$170 M
|
| Omnia Family Wealth, LLC |
2025 Q2
|
7/28/2025 |
102
|
$280 M
|
| Pandi, LLC |
2025 Q2
|
7/28/2025 |
4
|
$750 M
|
| 5th Street Advisors, LLC |
2025 Q2
|
7/28/2025 |
38
|
$200 M
|
| WealthPLAN Partners, LLC |
2025 Q2
|
7/28/2025 |
303
|
$620 M
|
| Stegner Investment Associates Inc. |
2025 Q2
|
7/28/2025 |
26
|
$160 M
|
| TOEWS CORP /ADV |
2025 Q2
|
7/28/2025 |
15
|
$690 M
|
| Turtle Creek Wealth Advisors, LLC |
2025 Q2
|
7/28/2025 |
269
|
$850 M
|
| TLWM |
2025 Q2
|
7/28/2025 |
70
|
$530 M
|
| WJ Wealth Management, LLC |
2025 Q2
|
7/28/2025 |
99
|
$320 M
|
| WealthPlan Investment Management, LLC |
2025 Q2
|
7/28/2025 |
405
|
$1.4 B
|
| Nvest Financial, LLC |
2025 Q2
|
7/28/2025 |
106
|
$190 M
|
| ALTA CAPITAL MANAGEMENT LLC/ |
2025 Q2
|
7/28/2025 |
94
|
$1.8 B
|
| Cushing Capital Partners, LLC |
2025 Q2
|
7/28/2025 |
86
|
$120 M
|
| Pettinga Financial Advisors LLC |
2025 Q2
|
7/28/2025 |
133
|
$460 M
|
| RCS Financial Planning, LLC |
2025 Q2
|
7/28/2025 |
83
|
$200 M
|
| Allianz Asset Management GmbH |
2025 Q2
|
7/28/2025 |
3,727
|
$84 B
|
| Verisail Partners, LLC |
2025 Q2
|
7/28/2025 |
35
|
$240 M
|
| Variant Private Wealth, LLC |
2025 Q2
|
7/28/2025 |
37
|
$96 M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
2025 Q2
|
7/28/2025 |
888
|
$7.4 B
|
| Wendel SE |
2025 Q2
|
7/28/2025 |
1
|
$350 M
|
| PATTEN & PATTEN INC/TN |
2025 Q2
|
7/28/2025 |
323
|
$1.5 B
|
| Callahan Advisors, LLC |
2025 Q2
|
7/28/2025 |
173
|
$1.1 B
|
| Lexington Partners L.P. |
2025 Q2
|
7/28/2025 |
1
|
$10 M
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2025 Q2
|
7/28/2025 |
1,631
|
$48 B
|
| DAVIDSON INVESTMENT ADVISORS |
2025 Q2
|
7/28/2025 |
121
|
$2.2 B
|
| UPTICK PARTNERS, LLC |
2025 Q2
|
7/28/2025 |
275
|
$350 M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2025 Q2
|
7/28/2025 |
197
|
$250 M
|
| Prairie Sky Financial Group LLC |
2025 Q2
|
7/28/2025 |
71
|
$180 M
|
| Smart Portfolios, LLC |
2025 Q2
|
7/28/2025 |
99
|
$99 M
|
| Copia Wealth Management |
2025 Q2
|
7/28/2025 |
466
|
$120 M
|
| Sagace Wealth Management LLC |
2025 Q2
|
7/28/2025 |
62
|
$130 M
|
| Nexus Investment Management ULC |
2025 Q2
|
7/28/2025 |
80
|
$670 M
|
| Rheos Capital Works Inc. |
2025 Q2
|
7/28/2025 |
68
|
$1.7 B
|
| Dash Acquisitions Inc. |
2025 Q2
|
7/28/2025 |
61
|
$470 M
|
| RIK SAYLOR FINANCIAL, INC. |
2025 Q2
|
7/28/2025 |
83
|
$130 M
|
| DUNCKER STREETT & CO INC |
2025 Q2
|
7/28/2025 |
512
|
$550 M
|
| Chesapeake Wealth Management |
2025 Q2
|
7/28/2025 |
259
|
$300 M
|
| Mission Hills Financial Advisory, LLC |
2025 Q2
|
7/28/2025 |
41
|
$160 M
|
| Liberty Mutual Group Asset Management Inc. |
2025 Q2
|
7/28/2025 |
29
|
$460 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2025 Q2
|
7/28/2025 |
48
|
$1.1 B
|
| IFG Advisors, LLC |
2025 Q2
|
7/28/2025 |
161
|
$600 M
|
| CAPITAL MANAGEMENT CORP /VA |
2025 Q2
|
7/28/2025 |
80
|
$590 M
|
| Kennon-Green & Company, LLC |
2025 Q2
|
7/28/2025 |
41
|
$130 M
|
| Mutual Advisors, LLC |
2025 Q2
|
7/28/2025 |
1,175
|
$4.0 B
|
| Generali Asset Management SPA SGR |
2025 Q2
|
7/28/2025 |
498
|
$4.4 B
|
| Disciplined Equity Management, Inc. |
2025 Q2
|
7/28/2025 |
64
|
$170 M
|
| Strategent Financial, LLC |
2025 Q2
|
7/28/2025 |
35
|
$130 M
|
| Essex LLC |
2025 Q2
|
7/28/2025 |
176
|
$510 M
|
| Twin Tree Management, LP |
2025 Q2
|
7/28/2025 |
1,549
|
$54 B
|
| Tuttle Capital Management, LLC |
2025 Q2
|
7/28/2025 |
53
|
$24 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2025 Q2
|
7/28/2025 |
77
|
$250 M
|
| Fairman Group, LLC |
2025 Q2
|
7/28/2025 |
257
|
$120 M
|
| Rosenberg Matthew Hamilton |
2025 Q2
|
7/28/2025 |
832
|
$430 M
|
| Interchange Capital Partners, LLC |
2025 Q2
|
7/28/2025 |
283
|
$450 M
|
| EQ WEALTH ADVISORS, LLC |
2025 Q2
|
7/28/2025 |
253
|
$150 M
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2025 Q2
|
7/28/2025 |
168
|
$1.8 B
|
| Curated Wealth Partners LLC |
2025 Q2
|
7/28/2025 |
278
|
$850 M
|
| Private Wealth Asset Management, LLC |
2025 Q2
|
7/28/2025 |
1,086
|
$750 M
|
| HARBOUR INVESTMENTS, INC. |
2025 Q2
|
7/28/2025 |
3,607
|
$3.9 B
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2025 Q2
|
7/28/2025 |
325
|
$540 M
|
| Diversified Investment Strategies, LLC |
2025 Q2
|
7/28/2025 |
50
|
$150 M
|
| DAVIDSON TRUST CO |
2025 Q2
|
7/28/2025 |
240
|
$220 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2025 Q2
|
7/28/2025 |
153
|
$7.8 B
|
| Brown Financial Advisory |
2025 Q2
|
7/28/2025 |
55
|
$180 M
|
| Corundum Trust Company, INC |
2025 Q2
|
7/28/2025 |
50
|
$38 M
|
| Virtus Wealth Solutions LLC |
2025 Q2
|
7/28/2025 |
48
|
$490 M
|
| Heritage Wealth Management, Inc. /CA/ |
2025 Q2
|
7/28/2025 |
86
|
$150 M
|
| Aries Wealth Management |
2025 Q2
|
7/28/2025 |
217
|
$380 M
|
| Arlington Financial Advisors, LLC |
2025 Q2
|
7/28/2025 |
85
|
$610 M
|
| JGP Wealth Management, LLC |
2025 Q2
|
7/28/2025 |
201
|
$830 M
|
| Cypress Wealth Services, LLC |
2025 Q2
|
7/28/2025 |
318
|
$560 M
|
| Lunt Capital Management, Inc. |
2025 Q2
|
7/28/2025 |
90
|
$260 M
|
| Granite Group Advisors, LLC |
2025 Q2
|
7/28/2025 |
77
|
$170 M
|
| RITHOLTZ WEALTH MANAGEMENT |
2025 Q2
|
7/28/2025 |
986
|
$4.5 B
|
| SFG Wealth Management, LLC. |
2025 Q2
|
7/28/2025 |
83
|
$170 M
|
| Triton Wealth Management, PLLC |
2025 Q2
|
7/28/2025 |
107
|
$230 M
|
| RMR Capital Management, LLC |
2025 Q2
|
7/28/2025 |
73
|
$140 M
|
| DORVAL Corp |
2025 Q2
|
7/28/2025 |
40
|
$280 M
|
| Sterling Financial Planning, Inc. |
2025 Q2
|
7/28/2025 |
116
|
$300 M
|
| Applied Fundamental Research, LLC |
2025 Q2
|
7/28/2025 |
11
|
$110 M
|
| DELAP WEALTH ADVISORY, LLC |
2025 Q2
|
7/28/2025 |
78
|
$210 M
|
| Bayforest Capital Ltd |
2025 Q2
|
7/28/2025 |
713
|
$230 M
|
| SAGESPRING WEALTH PARTNERS, LLC |
2025 Q2
|
7/28/2025 |
706
|
$4.6 B
|
| Mowery & Schoenfeld Wealth Management, LLC |
2025 Q2
|
7/28/2025 |
397
|
$66 M
|
| CGC Financial Services, LLC |
2025 Q2
|
7/28/2025 |
331
|
$300 M
|
| Hamilton Point Investment Advisors, LLC |
2025 Q2
|
7/28/2025 |
161
|
$610 M
|
| Innova Wealth Partners |
2025 Q2
|
7/28/2025 |
107
|
$170 M
|
| J.Safra Asset Management Corp |
2025 Q2
|
7/28/2025 |
326
|
$1.4 B
|
| COURIER CAPITAL LLC |
2025 Q2
|
7/28/2025 |
386
|
$1.6 B
|
| Windmill Hill Asset Management Ltd |
2025 Q2
|
7/28/2025 |
26
|
$360 M
|
| Frazier Financial Advisors, LLC |
2025 Q2
|
7/28/2025 |
610
|
$140 M
|