| Private Harbour Investment Management & Counsel, LLC |
2025 Q3
|
10/28/2025 |
39
|
$97 M
|
| WOLVERINE ASSET MANAGEMENT LLC |
2025 Q3
|
10/28/2025 |
1,591
|
$14 B
|
| JNBA Financial Advisors |
2025 Q3
|
10/28/2025 |
651
|
$1.1 B
|
| Ariston Services Group |
2025 Q3
|
10/28/2025 |
71
|
$170 M
|
| Live Oak Investment Partners |
2025 Q3
|
10/28/2025 |
87
|
$110 M
|
| Family CFO Inc |
2025 Q3
|
10/28/2025 |
34
|
$220 M
|
| Cairn Investment Group, Inc. |
2025 Q3
|
10/28/2025 |
70
|
$220 M
|
| Cannon Global Investment Management, LLC |
2025 Q3
|
10/28/2025 |
65
|
$67 M
|
| Fiduciary Wealth Partners, LLC |
2025 Q3
|
10/28/2025 |
91
|
$240 M
|
| PEOPLES BANK /OH |
2025 Q3
|
10/28/2025 |
140
|
$160 M
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2025 Q3
|
10/28/2025 |
227
|
$530 M
|
| Focused Investors LLC |
2025 Q3
|
10/28/2025 |
23
|
$3.3 B
|
| Alliance Wealth Management Group |
2025 Q3
|
10/28/2025 |
95
|
$450 M
|
| COUNTRY TRUST BANK |
2025 Q3
|
10/28/2025 |
775
|
$4.6 B
|
| DAVIS-REA LTD. |
2025 Q3
|
10/28/2025 |
58
|
$410 M
|
| American Capital Advisory, LLC |
2025 Q3
|
10/28/2025 |
1,005
|
$220 M
|
| WOLFF WIESE MAGANA LLC |
2025 Q3
|
10/28/2025 |
959
|
$180 M
|
| Copperleaf Capital, LLC |
2025 Q3
|
10/28/2025 |
114
|
$210 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2025 Q3
|
10/28/2025 |
117
|
$140 M
|
| DILLON & ASSOCIATES INC |
2025 Q3
|
10/28/2025 |
76
|
$780 M
|
| Woodson Capital Management, LP |
2025 Q3
|
10/28/2025 |
27
|
$560 M
|
| FORBES J M & CO LLP |
2025 Q3
|
10/28/2025 |
143
|
$1.2 B
|
| THAMES CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/28/2025 |
58
|
$700 M
|
| Campbell & CO Investment Adviser LLC |
2025 Q3
|
10/28/2025 |
1,050
|
$1.3 B
|
| Harbour Trust & Investment Management Co |
2025 Q3
|
10/28/2025 |
292
|
$970 M
|
| Inlight Wealth Management, LLC |
2025 Q3
|
10/28/2025 |
245
|
$210 M
|
| Jackson Hole Capital Partners, LLC |
2025 Q3
|
10/28/2025 |
305
|
$580 M
|
| Global Trust Asset Management, LLC |
2025 Q3
|
10/28/2025 |
525
|
$220 M
|
| Gilliland Jeter Wealth Management LLC |
2025 Q3
|
10/28/2025 |
172
|
$320 M
|
| TLW Wealth Management, LLC |
2025 Q3
|
10/28/2025 |
19
|
$170 M
|
| Gratus Wealth Advisors, LLC |
2025 Q3
|
10/28/2025 |
131
|
$710 M
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2025 Q3
|
10/28/2025 |
174
|
$2.0 B
|
| Kerusso Capital Management LLC |
2025 Q3
|
10/28/2025 |
53
|
$160 M
|
| Sheridan Capital Management, LLC |
2025 Q3
|
10/28/2025 |
35
|
$190 M
|
| Darrow Company, Inc. |
2025 Q3
|
10/28/2025 |
53
|
$220 M
|
| PGGM Investments |
2025 Q3
|
10/28/2025 |
66
|
$6.2 B
|
| WRIGHT INVESTORS SERVICE INC |
2025 Q3
|
10/28/2025 |
234
|
$350 M
|
| Running Point Capital Advisors, LLC |
2025 Q3
|
10/28/2025 |
192
|
$370 M
|
| Koa Wealth Management, LLC |
2025 Q3
|
10/28/2025 |
57
|
$130 M
|
| Boit C F David |
2025 Q3
|
10/28/2025 |
119
|
$220 M
|
| Marks Wealth, LLC |
2025 Q3
|
10/28/2025 |
24
|
$320 M
|
| BCK Partners, Inc. |
2025 Q3
|
10/28/2025 |
26
|
$190 M
|
| Cerro Pacific Wealth Advisors LLC |
2025 Q3
|
10/28/2025 |
159
|
$370 M
|
| Wilmington Savings Fund Society, FSB |
2025 Q3
|
10/28/2025 |
2,930
|
$6.0 B
|
| BXM Wealth LLC |
2025 Q3
|
10/28/2025 |
129
|
$110 M
|
| CarsonAllaria Wealth Management, Ltd. |
2025 Q3
|
10/28/2025 |
69
|
$190 M
|
| Generali Powszechne Towarzystwo Emerytalne |
2025 Q3
|
10/28/2025 |
27
|
$520 M
|
| Franchise Capital Ltd |
2025 Q3
|
10/28/2025 |
30
|
$230 M
|
| Trinity Street Asset Management LLP |
2025 Q3
|
10/28/2025 |
21
|
$1.5 B
|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND |
2025 Q3
|
10/28/2025 |
465
|
$12 B
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2025 Q3
|
10/28/2025 |
78
|
$230 M
|
| Packer & Co Ltd |
2025 Q3
|
10/28/2025 |
9
|
$360 M
|
| EAGLE GLOBAL ADVISORS LLC |
2025 Q3
|
10/28/2025 |
275
|
$2.6 B
|
| Applied Capital LLC/FL |
2025 Q3
|
10/28/2025 |
85
|
$160 M
|
| Foundation Wealth Management, LLC |
2025 Q3
|
10/28/2025 |
46
|
$160 M
|
| Rakuten Securities, Inc. |
2025 Q3
|
10/28/2025 |
905
|
$270 M
|
| Bernzott Capital Advisors |
2025 Q3
|
10/27/2025 |
32
|
$210 M
|
| OVERSEA-CHINESE BANKING Corp Ltd |
2025 Q3
|
10/27/2025 |
578
|
$4.1 B
|
| APEIRON CAPITAL Ltd |
2025 Q3
|
10/27/2025 |
8
|
$210 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
2025 Q3
|
10/27/2025 |
133
|
$520 M
|
| Prossimo Advisors, LLC |
2025 Q3
|
10/27/2025 |
31
|
$14 M
|
| Fonville Wealth Management LLC |
2025 Q3
|
10/27/2025 |
127
|
$440 M
|
| BCS Private Wealth Management, Inc. |
2025 Q3
|
10/27/2025 |
162
|
$280 M
|
| Walter Public Investments Inc. |
2025 Q3
|
10/27/2025 |
47
|
$610 M
|
| Morey & Quinn Wealth Partners, LLC |
2025 Q3
|
10/27/2025 |
131
|
$140 M
|
| QUARRY HILL ADVISORS, LLC |
2025 Q3
|
10/27/2025 |
49
|
$190 M
|
| Japan Science & Technology Agency |
2025 Q3
|
10/27/2025 |
13
|
$5.6 B
|
| Forbes Financial Planning, Inc. |
2025 Q3
|
10/27/2025 |
32
|
$150 M
|
| Navigation Wealth Management, Inc. |
2025 Q3
|
10/27/2025 |
33
|
$68 M
|
| Munro Partners |
2019 Q3
|
10/27/2025 |
29
|
$610 M
|
| BEACON FINANCIAL PLANNING, INC |
2025 Q3
|
10/27/2025 |
53
|
$190 M
|
| Birchcreek Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
115
|
$190 M
|
| Magnus Financial Group LLC |
2025 Q3
|
10/27/2025 |
402
|
$1.3 B
|
| Keystone Financial Services, LLC |
2025 Q3
|
10/27/2025 |
53
|
$140 M
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2025 Q3
|
10/27/2025 |
87
|
$130 M
|
| PTM WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/27/2025 |
54
|
$170 M
|
| WEALTH EFFECTS LLC |
2025 Q3
|
10/27/2025 |
217
|
$310 M
|
| Tassel Capital Management, Inc. |
2025 Q3
|
10/27/2025 |
37
|
$160 M
|
| GERBER, LLC |
2025 Q3
|
10/27/2025 |
84
|
$160 M
|
| KENNEDY INVESTMENT GROUP |
2025 Q3
|
10/27/2025 |
138
|
$250 M
|
| True Vision MN LLC |
2025 Q3
|
10/27/2025 |
108
|
$190 M
|
| BLALOCK WILLIAMS, LLC |
2025 Q3
|
10/27/2025 |
133
|
$110 M
|
| Sunbeam Capital Management, LLC |
2025 Q3
|
10/27/2025 |
103
|
$160 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/27/2025 |
195
|
$170 M
|
| BALANCED WEALTH GROUP LLC |
2025 Q3
|
10/27/2025 |
69
|
$230 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2025 Q3
|
10/27/2025 |
61
|
$140 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/27/2025 |
37
|
$210 M
|
| Cassia Capital Partners, LLC |
2025 Q3
|
10/27/2025 |
60
|
$180 M
|
| FIRST NATIONAL CORP /MA/ /ADV |
2025 Q3
|
10/27/2025 |
174
|
$530 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2025 Q3
|
10/27/2025 |
345
|
$410 M
|
| Genesis Wealth Advisors, LLC |
2025 Q3
|
10/27/2025 |
63
|
$140 M
|
| Greenhouse Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
61
|
$170 M
|
| BostonPremier Wealth LLC |
2025 Q3
|
10/27/2025 |
73
|
$200 M
|
| Safir Wealth Advisors, LLC |
2025 Q3
|
10/27/2025 |
16
|
$140 M
|
| Sharp Financial Services, LLC |
2025 Q3
|
10/27/2025 |
105
|
$180 M
|
| Avantra Family Wealth, Inc. |
2025 Q3
|
10/27/2025 |
161
|
$130 M
|
| Roberts Financial LLC |
2025 Q3
|
10/27/2025 |
30
|
$310 M
|
| Procyon Advisors, LLC |
2025 Q3
|
10/27/2025 |
507
|
$1.7 B
|
| Well Done, LLC |
2025 Q3
|
10/27/2025 |
187
|
$590 M
|
| MBE Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
138
|
$230 M
|