| BIRCH FINANCIAL GROUP, LLC |
2025 Q3
|
10/30/2025 |
130
|
$170 M
|
| BIRCH FINANCIAL GROUP, LLC |
2025 Q2
|
10/30/2025 |
116
|
$130 M
|
| Emergent Wealth Advisors, LLC |
2024 Q4
|
10/30/2025 |
116
|
$140 M
|
| BIRCH FINANCIAL GROUP, LLC |
2025 Q1
|
10/30/2025 |
106
|
$110 M
|
| BIRCH FINANCIAL GROUP, LLC |
2024 Q4
|
10/30/2025 |
85
|
$89 M
|
| UG Investment Advisers Ltd. |
2025 Q3
|
10/30/2025 |
13
|
$640 M
|
| Emergent Wealth Advisors, LLC |
2025 Q1
|
10/30/2025 |
107
|
$140 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/30/2025 |
358
|
$470 M
|
| Emergent Wealth Advisors, LLC |
2025 Q2
|
10/30/2025 |
116
|
$160 M
|
| Emergent Wealth Advisors, LLC |
2025 Q3
|
10/30/2025 |
124
|
$170 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q2
|
10/30/2025 |
220
|
$130 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/30/2025 |
217
|
$140 M
|
| Davidson Kahn Capital Management, LLC |
2025 Q3
|
10/30/2025 |
60
|
$180 M
|
| Latitude Advisors, LLC |
2025 Q3
|
10/30/2025 |
216
|
$220 M
|
| Denver PWM, LLC |
2025 Q3
|
10/30/2025 |
78
|
$320 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q2
|
10/30/2025 |
238
|
$130 M
|
| Coordinated Financial Services, Inc. |
2025 Q3
|
10/30/2025 |
159
|
$160 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q3
|
10/30/2025 |
238
|
$140 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q4
|
10/30/2025 |
233
|
$130 M
|
| Orion Capital Management LLC |
2025 Q3
|
10/30/2025 |
553
|
$290 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q1
|
10/30/2025 |
225
|
$130 M
|
| Dash Acquisitions Inc. |
2025 Q3
|
10/30/2025 |
73
|
$500 M
|
| VAN STRUM & TOWNE INC. |
2025 Q3
|
10/30/2025 |
110
|
$340 M
|
| FPC INVESTMENT ADVISORY, INC. |
2025 Q3
|
10/30/2025 |
28
|
$170 M
|
| Baker Avenue Asset Management, LP |
2025 Q3
|
10/30/2025 |
675
|
$4.2 B
|
| Sylvest Advisors, LLC |
2025 Q3
|
10/30/2025 |
74
|
$190 M
|
| Deseret Mutual Benefit Administrators |
2025 Q3
|
10/30/2025 |
516
|
$240 M
|
| Boyd Wealth Management, LLC |
2025 Q3
|
10/30/2025 |
47
|
$230 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2023 Q4
|
10/30/2025 |
227
|
$130 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q1
|
10/30/2025 |
243
|
$130 M
|
| LILLY ENDOWMENT INC |
2025 Q3
|
10/30/2025 |
1
|
$73 B
|
| JMAC ENTERPRISES LLC |
2025 Q3
|
10/30/2025 |
119
|
$510 M
|
| JLB & ASSOCIATES INC |
2025 Q3
|
10/30/2025 |
74
|
$760 M
|
| RMG Wealth Management LLC |
2025 Q3
|
10/30/2025 |
353
|
$710 M
|
| Rossmore Private Capital |
2025 Q3
|
10/30/2025 |
328
|
$930 M
|
| Envestnet Portfolio Solutions, Inc. |
2025 Q3
|
10/30/2025 |
1,443
|
$27 B
|
| Sherwood Financial Partners, LLC |
2025 Q3
|
10/30/2025 |
9
|
$110 M
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2025 Q3
|
10/30/2025 |
115
|
$2.7 B
|
| Select Asset Management & Trust |
2025 Q3
|
10/30/2025 |
98
|
$320 M
|
| Trellis Wealth Advisors LLC |
2025 Q3
|
10/30/2025 |
38
|
$250 M
|
| TrueMark Investments, LLC |
2025 Q3
|
10/30/2025 |
194
|
$580 M
|
| FORTE ASSET MANAGEMENT LLC |
2025 Q3
|
10/30/2025 |
73
|
$210 M
|
| JENNISON ASSOCIATES LLC |
2025 Q3
|
10/30/2025 |
778
|
$170 B
|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2025 Q3
|
10/30/2025 |
256
|
$720 M
|
| Smart Portfolios, LLC |
2025 Q3
|
10/30/2025 |
101
|
$100 M
|
| Gibbs Wealth Management |
2025 Q3
|
10/30/2025 |
329
|
$440 M
|
| Palisades Investment Partners, LLC |
2025 Q3
|
10/30/2025 |
49
|
$250 M
|
| AMANSA CAPITAL PTE. LTD. |
2025 Q3
|
10/30/2025 |
2
|
$330 M
|
| Westfuller Advisors, LLC |
2025 Q3
|
10/30/2025 |
766
|
$220 M
|
| Ardent Capital Management, Inc. |
2025 Q3
|
10/30/2025 |
51
|
$240 M
|
| DELTA FINANCIAL ADVISORS LLC |
2025 Q3
|
10/30/2025 |
145
|
$350 M
|
| Tranquilli Financial Advisor LLC |
2025 Q3
|
10/30/2025 |
118
|
$170 M
|
| TEACHER RETIREMENT SYSTEM OF TEXAS |
2025 Q3
|
10/30/2025 |
2,023
|
$25 B
|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2025 Q3
|
10/30/2025 |
49
|
$120 M
|
| Cantillon Capital Management LLC |
2025 Q3
|
10/30/2025 |
76
|
$18 B
|
| Myriad Asset Management US LP |
2025 Q3
|
10/30/2025 |
61
|
$180 M
|
| GEM Asset Management, LLC |
2025 Q3
|
10/30/2025 |
103
|
$210 M
|
| GRANDFIELD & DODD, LLC |
2025 Q3
|
10/30/2025 |
211
|
$1.8 B
|
| LOUNTZIS ASSET MANAGEMENT, LLC |
2025 Q3
|
10/30/2025 |
53
|
$310 M
|
| Hudson Value Partners, LLC |
2025 Q3
|
10/30/2025 |
113
|
$320 M
|
| Elevation Capital Advisory, LLC |
2025 Q3
|
10/30/2025 |
59
|
$250 M
|
| ERn Financial, LLC |
2025 Q3
|
10/30/2025 |
140
|
$510 M
|
| OAK HILL WEALTH ADVISORS, LLC |
2025 Q3
|
10/30/2025 |
148
|
$530 M
|
| WBH ADVISORY INC |
2025 Q3
|
10/30/2025 |
343
|
$1.3 B
|
| Probity Advisors, Inc. |
2025 Q3
|
10/30/2025 |
235
|
$620 M
|
| ACR Alpine Capital Research, LLC |
2025 Q3
|
10/30/2025 |
64
|
$5.9 B
|
| Park Avenue Institutional Advisers LLC |
2025 Q3
|
10/30/2025 |
1
|
$100 M
|
| Wendel SE |
2025 Q3
|
10/30/2025 |
1
|
$430 M
|
| UNIVEST FINANCIAL Corp |
2025 Q3
|
10/30/2025 |
450
|
$1.8 B
|
| Kingdom Financial Group LLC. |
2025 Q3
|
10/30/2025 |
78
|
$160 M
|
| MOKAN Wealth Management Inc. |
2025 Q3
|
10/30/2025 |
99
|
$200 M
|
| Vanguard Capital Wealth Advisors |
2025 Q3
|
10/30/2025 |
134
|
$130 M
|
| Union Heritage Capital, LLC |
2025 Q3
|
10/30/2025 |
63
|
$310 M
|
| Vantage Investment Partners, LLC |
2025 Q3
|
10/30/2025 |
62
|
$1.5 B
|
| NORTHSTAR ASSET MANAGEMENT INC |
2025 Q3
|
10/30/2025 |
70
|
$380 M
|
| Jordan Park Trust Co LLC |
2025 Q3
|
10/30/2025 |
15
|
$100 M
|
| AAFMAA Wealth Management & Trust LLC |
2025 Q3
|
10/30/2025 |
121
|
$250 M
|
| Coign Capital Advisors LLC |
2025 Q3
|
10/30/2025 |
82
|
$180 M
|
| Seven Post Investment Office LP |
2025 Q3
|
10/30/2025 |
33
|
$280 M
|
| WENDELL DAVID ASSOCIATES INC |
2025 Q3
|
10/30/2025 |
149
|
$1.0 B
|
| FLAGSHIP WEALTH ADVISORS, LLC |
2025 Q3
|
10/30/2025 |
433
|
$300 M
|
| Nadler Financial Group, Inc. |
2025 Q3
|
10/30/2025 |
137
|
$1.0 B
|
| IronBridge Private Wealth, LLC |
2025 Q3
|
10/30/2025 |
81
|
$320 M
|
| Spear Holdings RSC Ltd |
2025 Q3
|
10/30/2025 |
18
|
$1.8 B
|
| Guardian Wealth Advisors, LLC |
2025 Q3
|
10/30/2025 |
74
|
$180 M
|
| Tanglewood Wealth Management, Inc. |
2025 Q3
|
10/30/2025 |
39
|
$1.1 B
|
| Verus Financial Partners, Inc. |
2025 Q3
|
10/30/2025 |
121
|
$1.0 B
|
| Carmel Capital Partners, LLC |
2025 Q3
|
10/30/2025 |
104
|
$240 M
|
| iA Global Asset Management Inc. |
2025 Q3
|
10/30/2025 |
403
|
$7.3 B
|
| Proem Advisors LLC |
2025 Q3
|
10/30/2025 |
41
|
$940 M
|
| Industrial Alliance Investment Management Inc. |
2025 Q3
|
10/30/2025 |
6
|
$170 M
|
| Steadview Capital Management LLC |
2025 Q3
|
10/30/2025 |
12
|
$700 M
|
| Wealth Dimensions Group, Ltd. |
2025 Q3
|
10/30/2025 |
181
|
$490 M
|
| Millstone Evans Group, LLC |
2025 Q3
|
10/30/2025 |
834
|
$160 M
|
| Lloyd Advisory Services, LLC. |
2025 Q3
|
10/30/2025 |
99
|
$210 M
|
| Socha Financial Group, LLC |
2025 Q3
|
10/30/2025 |
23
|
$240 M
|
| 3EDGE Asset Management, LP |
2025 Q3
|
10/30/2025 |
97
|
$1.8 B
|
| WFA Asset Management Corp |
2025 Q3
|
10/30/2025 |
196
|
$180 M
|
| Parkside Financial Bank & Trust |
2025 Q3
|
10/30/2025 |
4,139
|
$1.3 B
|
| Arcus Capital Partners, LLC |
2025 Q3
|
10/30/2025 |
118
|
$230 M
|