| EDMP, INC. |
2025 Q2
|
7/28/2025 |
69
|
$120 M
|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q2
|
7/28/2025 |
32
|
$410 M
|
| IFC Advisors LLC |
2025 Q2
|
7/28/2025 |
169
|
$530 M
|
| Leading Securities Co Ltd |
2025 Q2
|
7/28/2025 |
5
|
$7.0 M
|
| TAIYO LIFE INSURANCE CO |
2025 Q2
|
7/28/2025 |
9
|
$1.1 B
|
| EQUITABLE TRUST CO |
2025 Q2
|
7/28/2025 |
692
|
$2.0 B
|
| Boston Trust Walden Corp |
2025 Q2
|
7/28/2025 |
583
|
$14 B
|
| TD Asset Management Inc |
2025 Q2
|
7/28/2025 |
1,647
|
$120 B
|
| Harbour Trust & Investment Management Co |
2025 Q2
|
7/28/2025 |
292
|
$900 M
|
| RAMSEY QUANTITATIVE SYSTEMS |
2025 Q2
|
7/28/2025 |
2
|
$100 M
|
| Jordan Park Trust Co LLC |
2025 Q2
|
7/28/2025 |
13
|
$110 M
|
| RFG Advisory, LLC |
2025 Q2
|
7/28/2025 |
920
|
$4.3 B
|
| Wilmington Savings Fund Society, FSB |
2025 Q2
|
7/28/2025 |
2,673
|
$5.6 B
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2025 Q2
|
7/28/2025 |
129
|
$400 M
|
| Morningstar Investment Management LLC |
2025 Q2
|
7/28/2025 |
205
|
$1.1 B
|
| Kiker Wealth Management, LLC |
2025 Q2
|
7/28/2025 |
632
|
$180 M
|
| Ativo Capital Management LLC |
2025 Q2
|
7/28/2025 |
56
|
$110 M
|
| JAG CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/28/2025 |
149
|
$890 M
|
| Inflection Point Investments LLP |
2025 Q2
|
7/28/2025 |
10
|
$53 M
|
| ALPINE WOODS CAPITAL INVESTORS, LLC |
2025 Q2
|
7/28/2025 |
155
|
$420 M
|
| Perfromance Wealth Partners, LLC |
2025 Q2
|
7/28/2025 |
188
|
$3.1 B
|
| Naviter Wealth, LLC |
2025 Q2
|
7/28/2025 |
273
|
$810 M
|
| SAGE ADVISORS, LLC |
2025 Q2
|
7/28/2025 |
36
|
$140 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/28/2025 |
881
|
$4.3 B
|
| Moran Wealth Management, LLC |
2025 Q2
|
7/28/2025 |
660
|
$3.2 B
|
| CUTLER INVESTMENT COUNSEL LLC |
2025 Q2
|
7/28/2025 |
138
|
$900 M
|
| Revolve Wealth Partners, LLC |
2025 Q2
|
7/28/2025 |
228
|
$770 M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q2
|
7/28/2025 |
199
|
$610 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
2025 Q2
|
7/28/2025 |
376
|
$1.2 B
|
| Broad Peak Investment Advisers Pte Ltd |
2025 Q2
|
7/28/2025 |
13
|
$320 M
|
| Rainwater Charitable Foundation |
2025 Q2
|
7/28/2025 |
4
|
$170 M
|
| Cornerstone Wealth Group, LLC |
2025 Q2
|
7/28/2025 |
331
|
$1.3 B
|
| Courant Investment Management LLC |
2025 Q2
|
7/28/2025 |
8
|
$120 M
|
| Hudson Capital Management LLC |
2025 Q2
|
7/28/2025 |
73
|
$350 M
|
| Galilei Investment Office LLP |
2025 Q2
|
7/28/2025 |
29
|
$200 M
|
| Cascade Investment Advisors, Inc. |
2025 Q2
|
7/25/2025 |
110
|
$160 M
|
| Kintegral Advisory, LLC |
2025 Q2
|
7/25/2025 |
237
|
$1.1 B
|
| Endowment Wealth Management, Inc. |
2025 Q2
|
7/25/2025 |
165
|
$190 M
|
| Delaney Dennis R |
2025 Q2
|
7/25/2025 |
237
|
$190 M
|
| Westchester Capital Management, Inc. |
2025 Q2
|
7/25/2025 |
39
|
$420 M
|
| Japan Post Holdings Co., Ltd. |
2025 Q2
|
7/25/2025 |
1
|
$5.5 B
|
| NorthRock Partners, LLC |
2025 Q2
|
7/25/2025 |
910
|
$3.9 B
|
| Priebe Wealth Holdings LLC |
2025 Q2
|
7/25/2025 |
53
|
$120 M
|
| Penbrook Management LLC |
2025 Q2
|
7/25/2025 |
107
|
$130 M
|
| Verdence Capital Advisors LLC |
2025 Q2
|
7/25/2025 |
672
|
$1.5 B
|
| AVALON VENTURES MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
2
|
$19 M
|
| Atria Wealth Solutions, Inc. |
2025 Q2
|
7/25/2025 |
2,098
|
$4.4 B
|
| Envestnet Portfolio Solutions, Inc. |
2025 Q2
|
7/25/2025 |
1,516
|
$27 B
|
| Heartland Bank & Trust Co |
2025 Q2
|
7/25/2025 |
202
|
$210 M
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q2
|
7/25/2025 |
1,509
|
$5.7 B
|
| Concord Asset Management, LLC/VA |
2025 Q2
|
7/25/2025 |
201
|
$660 M
|
| Wealth Architects, LLC |
2025 Q2
|
7/25/2025 |
226
|
$980 M
|
| RoundAngle Advisors LLC |
2025 Q2
|
7/25/2025 |
58
|
$120 M
|
| FIDELIS iM, LLC |
2025 Q2
|
7/25/2025 |
22
|
$220 M
|
| Astoria Portfolio Advisors LLC. |
2025 Q2
|
7/25/2025 |
258
|
$360 M
|
| Concord Wealth Partners |
2025 Q2
|
7/25/2025 |
861
|
$690 M
|
| Sequoia Financial Advisors, LLC |
2025 Q2
|
7/25/2025 |
1,588
|
$15 B
|
| Total Clarity Wealth Management, Inc. |
2025 Q2
|
7/25/2025 |
288
|
$350 M
|
| Courage Miller Partners, LLC |
2025 Q2
|
7/25/2025 |
86
|
$320 M
|
| Vest Financial, LLC |
2025 Q2
|
7/25/2025 |
558
|
$7.1 B
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
1,917
|
$9.3 B
|
| Riverpoint Wealth Management Holdings, LLC |
2025 Q2
|
7/25/2025 |
54
|
$430 M
|
| Parker Financial LLC |
2025 Q2
|
7/25/2025 |
35
|
$230 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2025 Q2
|
7/25/2025 |
75
|
$9.0 B
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/25/2025 |
71
|
$130 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/25/2025 |
184
|
$31 B
|
| M.E. ALLISON & CO., INC. |
2025 Q2
|
7/25/2025 |
171
|
$120 M
|
| St. Louis Trust Co |
2025 Q2
|
7/25/2025 |
186
|
$750 M
|
| Kellett Wealth Advisors, LLC |
2025 Q2
|
7/25/2025 |
71
|
$150 M
|
| Community Bank, N.A. |
2025 Q2
|
7/25/2025 |
577
|
$760 M
|
| Northwest Capital Management Inc |
2025 Q2
|
7/25/2025 |
352
|
$180 M
|
| Defender Capital, LLC. |
2025 Q2
|
7/25/2025 |
39
|
$290 M
|
| Cypress Capital Group |
2025 Q2
|
7/25/2025 |
269
|
$800 M
|
| Emeth Value Capital, LLC |
2025 Q2
|
7/25/2025 |
5
|
$110 M
|
| Wells Financial Advisors INC |
2025 Q2
|
7/25/2025 |
76
|
$73 M
|
| Leith Wheeler Investment Counsel Ltd. |
2025 Q2
|
7/25/2025 |
65
|
$1.5 B
|
| Stephens Consulting, LLC |
2025 Q2
|
7/25/2025 |
1,186
|
$420 M
|
| Bill Few Associates, Inc. |
2025 Q2
|
7/25/2025 |
194
|
$350 M
|
| Gordian Advisors LLC |
2025 Q2
|
7/25/2025 |
46
|
$140 M
|
| Dynamic Financial Group |
2025 Q2
|
7/25/2025 |
61
|
$100 M
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2025 Q2
|
7/25/2025 |
207
|
$850 M
|
| Pegasus Asset Management, Inc. |
2025 Q2
|
7/25/2025 |
72
|
$290 M
|
| First Trust Capital Management L.P. |
2025 Q1 - RESTATEMENT
|
7/25/2025 |
111
|
$1.4 B
|
| MGO ONE SEVEN LLC |
2025 Q2
|
7/25/2025 |
1,192
|
$3.1 B
|
| ONE Advisory Partners, LLC |
2025 Q2
|
7/25/2025 |
61
|
$300 M
|
| Welch Group, LLC |
2025 Q2
|
7/25/2025 |
281
|
$2.4 B
|
| SW Investment Management LLC |
2025 Q2
|
7/25/2025 |
8
|
$420 M
|
| Pathway Financial Advisors LLC |
2025 Q2
|
7/25/2025 |
133
|
$680 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2025 Q2
|
7/25/2025 |
74
|
$490 M
|
| Stack Financial Management, Inc |
2025 Q2
|
7/25/2025 |
49
|
$1.1 B
|
| MITCHELL CAPITAL MANAGEMENT CO |
2025 Q2
|
7/25/2025 |
107
|
$530 M
|
| Ellis Investment Partners, LLC |
2025 Q2
|
7/25/2025 |
239
|
$510 M
|
| Joel Adams & Associates, Inc. |
2025 Q2
|
7/25/2025 |
61
|
$110 M
|
| Genesee Capital Advisors, LLC |
2025 Q2
|
7/25/2025 |
121
|
$220 M
|
| M3 Advisory Group, LLC |
2025 Q2
|
7/25/2025 |
149
|
$140 M
|
| Index Fund Advisors, Inc. |
2025 Q2
|
7/25/2025 |
144
|
$1.8 B
|
| McNamara Financial Services, Inc. |
2025 Q2
|
7/25/2025 |
92
|
$500 M
|
| YARGER WEALTH STRATEGIES, LLC |
2025 Q2
|
7/25/2025 |
111
|
$190 M
|
| Bull Street Advisors, LLC |
2025 Q2
|
7/25/2025 |
89
|
$210 M
|
| Sharp Financial Services, LLC |
2025 Q2
|
7/25/2025 |
90
|
$160 M
|