| 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
|
| Curat Global, LLC |
2025 Q3
|
10/28/2025 |
297
|
$110 M
|
| REINHART PARTNERS, LLC. |
2025 Q3
|
10/28/2025 |
74
|
$3.1 B
|
| Charter Capital Management, LLC\DE |
2025 Q3
|
10/28/2025 |
61
|
$190 M
|
| SageOak Financial, LLC |
2025 Q3
|
10/28/2025 |
32
|
$140 M
|
| Pinnacle Financial Partners Inc |
2025 Q2
|
10/28/2025 |
1,060
|
$4.8 B
|
| Professional Financial Advisors, LLC |
2025 Q3
|
10/28/2025 |
125
|
$480 M
|
| Hestia Capital Management, LLC |
2025 Q3
|
10/28/2025 |
17
|
$160 M
|
| Clear Point Advisors Inc. |
2025 Q3
|
10/28/2025 |
114
|
$130 M
|
| BLODGETT WEALTH ADVISORS, LLC |
2025 Q3
|
10/28/2025 |
64
|
$150 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2025 Q3
|
10/28/2025 |
90
|
$160 M
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2025 Q3
|
10/28/2025 |
711
|
$1.6 B
|
| Dynamic Financial Group |
2025 Q3
|
10/28/2025 |
66
|
$120 M
|
| Pine Brook Road Advisors, L.P. |
2025 Q3
|
10/28/2025 |
1
|
$130 M
|
| 4WEALTH ADVISORS, INC. |
2025 Q3
|
10/28/2025 |
136
|
$110 M
|
| Community Bank & Trust, Waco, Texas |
2025 Q3
|
10/28/2025 |
149
|
$480 M
|
| Pembroke Management, LTD |
2025 Q3
|
10/28/2025 |
89
|
$1.0 B
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/28/2025 |
56
|
$180 M
|
| LCM Capital Management Inc |
2025 Q3
|
10/28/2025 |
110
|
$210 M
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
2025 Q3
|
10/28/2025 |
170
|
$540 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2025 Q3
|
10/28/2025 |
396
|
$220 M
|
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2025 Q3
|
10/28/2025 |
146
|
$680 M
|
| Kingstone Capital Partners Texas, LLC |
2025 Q3 - RESTATEMENT
|
10/28/2025 |
58
|
$170 M
|
| Piscataqua Savings Bank |
2025 Q3
|
10/28/2025 |
460
|
$130 M
|
| Mascoma Wealth Management LLC |
2025 Q3
|
10/28/2025 |
457
|
$450 M
|
| Nalanda India Equity Fund Ltd |
2025 Q3
|
10/28/2025 |
1
|
$530 M
|
| MAS Advisors LLC |
2025 Q3
|
10/28/2025 |
67
|
$63 M
|
| Belfer Management LLC |
2025 Q3
|
10/28/2025 |
19
|
$7.2 M
|
| SYQUANT CAPITAL SAS |
2025 Q3
|
10/28/2025 |
17
|
$350 M
|
| Reliant Investment Partners, LLC |
2025 Q3
|
10/28/2025 |
108
|
$130 M
|
| WoodTrust Financial Corp |
2025 Q3
|
10/28/2025 |
252
|
$840 M
|
| Kuhn & Co Investment Counsel |
2025 Q3
|
10/28/2025 |
126
|
$130 M
|
| Sage Capital Management, LLC |
2025 Q3
|
10/28/2025 |
157
|
$220 M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2025 Q3
|
10/28/2025 |
91
|
$230 M
|
| ASR Vermogensbeheer N.V. |
2025 Q3
|
10/28/2025 |
552
|
$8.2 B
|
| D. SCOTT NEAL, INC. |
2025 Q3
|
10/28/2025 |
66
|
$220 M
|
| Insight Inv LLC |
2025 Q3
|
10/28/2025 |
112
|
$170 M
|
| Portland Financial Advisors Inc |
2025 Q3
|
10/28/2025 |
78
|
$47 M
|
| Great Point Wealth Advisors, LLC |
2025 Q3
|
10/28/2025 |
64
|
$530 M
|
| Essential Planning, LLC. |
2025 Q3
|
10/28/2025 |
85
|
$290 M
|
| Csenge Advisory Group |
2025 Q3
|
10/28/2025 |
682
|
$2.1 B
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2025 Q3
|
10/28/2025 |
59
|
$110 M
|
| Journey Beyond Wealth, LLC |
2025 Q3
|
10/28/2025 |
30
|
$120 M
|
| MBA Advisors LLC |
2025 Q3
|
10/28/2025 |
142
|
$230 M
|
| Houlihan Financial Resource Group, Ltd. |
2025 Q3
|
10/28/2025 |
72
|
$110 M
|
| Presper Financial Architects, LLC |
2025 Q3
|
10/28/2025 |
51
|
$170 M
|
| NorthLanding Financial Partners, LLC |
2025 Q3
|
10/28/2025 |
43
|
$120 M
|
| BURRUS FINANCIAL SERVICES, INC. |
2025 Q3
|
10/28/2025 |
10
|
$220 M
|
| FISCHER INVESTMENT STRATEGIES, LLC |
2025 Q3
|
10/28/2025 |
33
|
$170 M
|
| Montis Financial, LLC |
2025 Q3
|
10/28/2025 |
153
|
$430 M
|
| EULAV Asset Management |
2025 Q3
|
10/28/2025 |
154
|
$4.3 B
|
| BFI Infinity Ltd. |
2025 Q3
|
10/28/2025 |
54
|
$150 M
|
| RITHOLTZ WEALTH MANAGEMENT |
2025 Q3
|
10/28/2025 |
1,042
|
$5.1 B
|
| TKG Advisors, LLC |
2025 Q3
|
10/28/2025 |
88
|
$230 M
|
| EdgeRock Capital LLC |
2025 Q3
|
10/28/2025 |
121
|
$360 M
|