| Elemental Capital Partners LLC |
2025 Q3
|
10/27/2025 |
6
|
$180 M
|
| Janney Montgomery Scott LLC |
2025 Q3
|
10/27/2025 |
2,852
|
$42 B
|
| New Republic Capital, LLC |
2025 Q3
|
10/27/2025 |
264
|
$330 M
|
| Janney Capital Management LLC |
2025 Q3
|
10/27/2025 |
244
|
$1.6 B
|
| Kiker Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
221
|
$200 M
|
| Stone House Investment Management, LLC |
2025 Q3
|
10/27/2025 |
723
|
$590 M
|
| Diversified Investment Strategies, LLC |
2025 Q3
|
10/27/2025 |
51
|
$150 M
|
| Hardman Johnston Global Advisors LLC |
2025 Q3
|
10/27/2025 |
72
|
$2.0 B
|
| Lynch Asset Management, Inc. |
2025 Q3
|
10/27/2025 |
56
|
$310 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2025 Q3
|
10/27/2025 |
56
|
$2.7 B
|
| St. Johns Investment Management Company, LLC |
2025 Q3
|
10/27/2025 |
204
|
$240 M
|
| N.E.W. Advisory Services LLC |
2025 Q3
|
10/27/2025 |
840
|
$1.1 B
|
| S-Bank Fund Management Ltd |
2025 Q3
|
10/27/2025 |
207
|
$750 M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q3
|
10/27/2025 |
333
|
$350 M
|
| OMNI 360 Wealth, Inc. |
2025 Q2 - RESTATEMENT
|
10/27/2025 |
113
|
$160 M
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2025 Q3
|
10/27/2025 |
36
|
$150 M
|
| Broad Peak Investment Advisers Pte Ltd |
2025 Q3
|
10/27/2025 |
15
|
$360 M
|
| OMNI 360 Wealth, Inc. |
2025 Q1 - RESTATEMENT
|
10/27/2025 |
108
|
$150 M
|
| OMNI 360 Wealth, Inc. |
2024 Q4 - RESTATEMENT
|
10/27/2025 |
111
|
$150 M
|
| OMNI 360 Wealth, Inc. |
2024 Q3 - RESTATEMENT
|
10/27/2025 |
109
|
$150 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2025 Q3
|
10/27/2025 |
535
|
$2.8 B
|
| OMNI 360 Wealth, Inc. |
2024 Q2 - RESTATEMENT
|
10/27/2025 |
107
|
$130 M
|
| OMNI 360 Wealth, Inc. |
2024 Q1 - RESTATEMENT
|
10/27/2025 |
104
|
$120 M
|
| OMNI 360 Wealth, Inc. |
2023 Q4 - RESTATEMENT
|
10/27/2025 |
96
|
$110 M
|
| GILL CAPITAL PARTNERS, LLC |
2025 Q3
|
10/27/2025 |
138
|
$330 M
|
| Yelin Lapidot Holdings Management Ltd. |
2025 Q3
|
10/27/2025 |
102
|
$480 M
|
| Sumitomo Mitsui Trust Group, Inc. |
2025 Q3
|
10/27/2025 |
1,050
|
$170 B
|
| Cornell Pochily Investment Advisors, Inc. |
2025 Q3
|
10/27/2025 |
177
|
$340 M
|
| Roger Wittlin Investment Advisory, LLC |
2025 Q3
|
10/27/2025 |
41
|
$180 M
|
| Hippocratic Financial Advisors, LLC |
2025 Q3
|
10/27/2025 |
27
|
$210 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2025 Q3
|
10/24/2025 |
90
|
$140 M
|
| rebel Financial LLC |
2025 Q3
|
10/24/2025 |
62
|
$230 M
|
| VICUS CAPITAL |
2025 Q3
|
10/24/2025 |
269
|
$1.3 B
|
| GODSEY & GIBB, INC |
2025 Q3
|
10/24/2025 |
375
|
$1.1 B
|
| Pinnacle Bancorp, Inc. |
2025 Q3
|
10/24/2025 |
910
|
$340 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q3
|
10/24/2025 |
85
|
$150 M
|
| TOEWS CORP /ADV |
2025 Q3
|
10/24/2025 |
15
|
$700 M
|
| MGO ONE SEVEN LLC |
2025 Q3
|
10/24/2025 |
1,325
|
$4.3 B
|
| Nixon Capital, LLC |
2025 Q3
|
10/24/2025 |
25
|
$330 M
|
| Conestoga Capital Advisors, LLC |
2025 Q3
|
10/24/2025 |
122
|
$6.2 B
|
| Nexus Investment Management ULC |
2025 Q3
|
10/24/2025 |
70
|
$700 M
|
| MEEDER ASSET MANAGEMENT INC |
2025 Q3
|
10/24/2025 |
1,838
|
$1.8 B
|
| Aventus Investment Advisors, Inc. |
2025 Q2
|
10/24/2025 |
156
|
$110 M
|
| Walmart Inc. |
2025 Q3 - RESTATEMENT
|
10/24/2025 |
3
|
$910 M
|
| ELEVATE WEALTH ADVISORY, INC |
2025 Q3
|
10/24/2025 |
121
|
$140 M
|
| Aventus Investment Advisors, Inc. |
2025 Q3
|
10/24/2025 |
144
|
$120 M
|
| CITIZENS FINANCIAL GROUP INC/RI |
2025 Q3
|
10/24/2025 |
1,007
|
$7.3 B
|
| Sterneck Capital Management, LLC |
2025 Q3
|
10/24/2025 |
106
|
$210 M
|
| Meeder Advisory Services, Inc. |
2025 Q3
|
10/24/2025 |
624
|
$2.2 B
|
| Gibson Capital, LLC |
2025 Q3
|
10/24/2025 |
133
|
$540 M
|
| Alley Investment Management Company, LLC |
2025 Q3
|
10/24/2025 |
88
|
$860 M
|
| Williams Financial, LLC |
2025 Q3
|
10/24/2025 |
17
|
$97 M
|
| Lodestone Wealth Management LLC |
2025 Q3
|
10/24/2025 |
212
|
$220 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2025 Q3
|
10/24/2025 |
125
|
$180 M
|
| Westwood Wealth Management |
2025 Q3
|
10/24/2025 |
46
|
$270 M
|
| Vantage Point Financial LLC |
2025 Q3
|
10/24/2025 |
155
|
$260 M
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2025 Q3
|
10/24/2025 |
628
|
$11 B
|
| Marquette Asset Management, LLC |
2025 Q3
|
10/24/2025 |
700
|
$650 M
|
| TEMA ETFS LLC |
2025 Q3
|
10/24/2025 |
512
|
$1.2 B
|
| Oak Wealth Advisors LLC |
2025 Q3
|
10/24/2025 |
60
|
$170 M
|
| Summit Creek Advisors LLC |
2025 Q3
|
10/24/2025 |
69
|
$690 M
|
| Madden Advisory Services, Inc. |
2025 Q3
|
10/24/2025 |
107
|
$260 M
|
| Sovereign Investment Advisors, LLC |
2025 Q3
|
10/24/2025 |
35
|
$370 M
|
| MorganRosel Wealth Management, LLC |
2025 Q3
|
10/24/2025 |
108
|
$390 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2025 Q3
|
10/24/2025 |
43
|
$250 M
|
| Corundum Trust Company, INC |
2025 Q3
|
10/24/2025 |
127
|
$46 M
|
| Evergreen Private Wealth LLC |
2025 Q3
|
10/24/2025 |
240
|
$250 M
|
| Shore Point Advisors, LLC |
2025 Q3
|
10/24/2025 |
72
|
$230 M
|
| ASPIRIANT, LLC |
2025 Q3
|
10/24/2025 |
297
|
$3.3 B
|
| CONTINUUM WEALTH ADVISORS, LLC |
2025 Q3
|
10/24/2025 |
69
|
$230 M
|
| Towercrest Capital Management |
2025 Q3
|
10/24/2025 |
99
|
$620 M
|
| Strategent Financial, LLC |
2025 Q3
|
10/24/2025 |
36
|
$140 M
|
| FLP Wealth Management, LLC |
2025 Q3 - RESTATEMENT
|
10/24/2025 |
57
|
$36 M
|
| Bristlecone Advisors, LLC |
2025 Q3
|
10/24/2025 |
233
|
$1.2 B
|
| Corundum Group, Inc. |
2025 Q3
|
10/24/2025 |
103
|
$240 M
|
| General Electric Co |
2025 Q3
|
10/24/2025 |
1
|
$11 M
|
| AEGON USA Investment Management, LLC |
2025 Q3
|
10/24/2025 |
44
|
$150 M
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2025 Q3
|
10/24/2025 |
1,632
|
$51 B
|
| IRON Financial LLC |
2025 Q3
|
10/24/2025 |
139
|
$210 M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q3
|
10/24/2025 |
93
|
$130 M
|
| Atlantic Edge Private Wealth Management, LLC |
2025 Q3
|
10/24/2025 |
542
|
$390 M
|
| SWMG, LLC |
2025 Q3
|
10/24/2025 |
110
|
$330 M
|
| Reliant Investment Management, LLC |
2025 Q3
|
10/24/2025 |
59
|
$260 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q3
|
10/24/2025 |
93
|
$680 M
|
| CITIZENS & NORTHERN CORP |
2025 Q3
|
10/24/2025 |
121
|
$400 M
|
| Washington Trust Bank |
2025 Q3
|
10/24/2025 |
342
|
$1.4 B
|
| Opal Wealth Advisors, LLC |
2025 Q3
|
10/24/2025 |
195
|
$360 M
|
| Beacon Bank & Trust |
2025 Q3
|
10/24/2025 |
262
|
$460 M
|
| Yoffe Investment Management, LLC |
2025 Q3
|
10/24/2025 |
114
|
$77 M
|
| Nationwide Fund Advisors |
2025 Q3
|
10/24/2025 |
10
|
$1.8 B
|
| DELTEC ASSET MANAGEMENT LLC |
2025 Q3
|
10/24/2025 |
206
|
$610 M
|
| Cedar Mountain Advisors, LLC |
2025 Q3
|
10/24/2025 |
693
|
$510 M
|
| Freedom Day Solutions, LLC |
2025 Q3
|
10/24/2025 |
96
|
$370 M
|
| Warwick Investment Management, Inc. |
2025 Q3
|
10/24/2025 |
153
|
$580 M
|
| Covenant Partners, LLC |
2025 Q3
|
10/24/2025 |
135
|
$350 M
|
| Axis Wealth Partners, LLC |
2025 Q3
|
10/24/2025 |
192
|
$170 M
|
| Bayforest Capital Ltd |
2025 Q3
|
10/24/2025 |
717
|
$210 M
|
| Elser Financial Planning, Inc |
2025 Q3
|
10/24/2025 |
69
|
$83 M
|
| One Degree Advisors Inc |
2025 Q3
|
10/24/2025 |
68
|
$330 M
|
| Solidarity Wealth, LLC |
2025 Q3
|
10/24/2025 |
81
|
$460 M
|