| First National Trust Co |
2025 Q3
|
11/6/2025 |
637
|
$2.9 B
|
| General Pension Society PZU Joint Stock Co |
2025 Q3
|
11/6/2025 |
15
|
$410 M
|
| Summit Asset Management, LLC |
2025 Q3
|
11/6/2025 |
170
|
$650 M
|
| BLALOCK WILLIAMS, LLC |
2024 Q4
|
11/6/2025 |
106
|
$86 M
|
| BLALOCK WILLIAMS, LLC |
2025 Q1
|
11/6/2025 |
112
|
$89 M
|
| DELAP WEALTH ADVISORY, LLC |
2025 Q3
|
11/6/2025 |
83
|
$240 M
|
| BLALOCK WILLIAMS, LLC |
2025 Q2
|
11/6/2025 |
123
|
$100 M
|
| Mandatum Life Insurance Co Ltd |
2025 Q3
|
11/6/2025 |
81
|
$420 M
|
| NAVELLIER & ASSOCIATES INC |
2025 Q3
|
11/6/2025 |
354
|
$990 M
|
| Harpswell Capital Advisors, LLC |
2025 Q3
|
11/6/2025 |
35
|
$100 M
|
| bLong Financial, LLC |
2025 Q3
|
11/6/2025 |
76
|
$140 M
|
| Integrity Financial Corp /WA |
2025 Q3
|
11/6/2025 |
292
|
$210 M
|
| Bryce Point Capital, LLC |
2025 Q3
|
11/6/2025 |
168
|
$82 M
|
| Edgemoor Investment Advisors, Inc. |
2025 Q3
|
11/6/2025 |
190
|
$1.3 B
|
| Arista Wealth Management, LLC |
2025 Q3
|
11/6/2025 |
271
|
$800 M
|
| JOHNSON INVESTMENT COUNSEL INC |
2025 Q3
|
11/6/2025 |
827
|
$12 B
|
| Wealthfront Advisers LLC |
2025 Q3
|
11/6/2025 |
1,007
|
$43 B
|
| Warberg Asset Management LLC |
2025 Q3
|
11/6/2025 |
188
|
$630 M
|
| Gallagher Capital Advisors, LLC |
2025 Q3
|
11/6/2025 |
69
|
$170 M
|
| Syncona Portfolio Ltd |
2025 Q3
|
11/6/2025 |
2
|
$28 M
|
| MEANS INVESTMENT CO., INC. |
2025 Q3
|
11/6/2025 |
190
|
$1.2 B
|
| Standpoint Asset Management, LLC |
2025 Q3
|
11/6/2025 |
8
|
$440 M
|
| CloudAlpha Capital Management Limited/Hong Kong |
2025 Q3
|
11/6/2025 |
55
|
$2.8 B
|
| Katamaran Capital LLP |
2025 Q3
|
11/6/2025 |
27
|
$110 M
|
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD |
2025 Q3
|
11/6/2025 |
4
|
$31 M
|
| Prospera Financial Services Inc |
2025 Q3
|
11/6/2025 |
1,352
|
$5.9 B
|
| Marest Capital, LLC |
2025 Q3
|
11/6/2025 |
27
|
$160 M
|
| WESCAP Management Group, Inc. |
2025 Q3
|
11/6/2025 |
103
|
$480 M
|
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
2025 Q3
|
11/6/2025 |
19
|
$35 M
|
| CALEDONIA INVESTMENTS PLC |
2025 Q3
|
11/6/2025 |
15
|
$1.0 B
|
| Slagle Financial, LLC |
2025 Q3
|
11/5/2025 |
116
|
$270 M
|
| Sunesis Advisors, LLC |
2025 Q3
|
11/5/2025 |
51
|
$210 M
|
| Two West Capital Advisors LLC |
2025 Q3
|
11/5/2025 |
97
|
$170 M
|
| Waterfront Wealth Inc. |
2025 Q3
|
11/5/2025 |
268
|
$490 M
|
| Cardinal Point Capital Management ULC |
2025 Q3
|
11/5/2025 |
266
|
$1.4 B
|
| GABLES CAPITAL MANAGEMENT INC. |
2025 Q3
|
11/5/2025 |
458
|
$230 M
|
| Leading Securities Co Ltd |
2025 Q3
|
11/5/2025 |
4
|
$4.7 M
|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
2025 Q3
|
11/5/2025 |
804
|
$11 B
|
| Beckerman Institutional, LLC |
2025 Q3
|
11/5/2025 |
115
|
$170 M
|
| Aegis Wealth Management LLC |
2025 Q3
|
11/5/2025 |
123
|
$190 M
|
| Ipsen Advisor Group LLC |
2025 Q3
|
11/5/2025 |
103
|
$140 M
|
| Gruss & Co., LLC |
2025 Q3
|
11/5/2025 |
32
|
$38 M
|
| Meixler Investment Management, Ltd. |
2025 Q3
|
11/5/2025 |
105
|
$160 M
|
| Tempus Wealth Planning, LLC |
2025 Q3
|
11/5/2025 |
276
|
$440 M
|
| Candriam S.C.A. |
2025 Q3
|
11/5/2025 |
665
|
$19 B
|
| Francis Financial, Inc. |
2025 Q3
|
11/5/2025 |
260
|
$560 M
|
| Latko Wealth Management, Ltd. |
2025 Q3
|
11/5/2025 |
32
|
$200 M
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
2025 Q3
|
11/5/2025 |
3,337
|
$9.1 B
|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2025 Q3
|
11/5/2025 |
7
|
$1.3 B
|
| Crystal Rock Capital Management |
2025 Q3
|
11/6/2025 |
31
|
$180 M
|
| Provident Co of the Employees of the Hebrew University LTD |
2025 Q3
|
11/6/2025 |
31
|
$100 M
|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
2025 Q3
|
11/5/2025 |
42
|
$150 M
|
| AJU IB Investment Co., Ltd. |
2025 Q3
|
11/5/2025 |
7
|
$120 M
|
| Green Court Capital Management Ltd |
2025 Q3
|
11/5/2025 |
4
|
$220 M
|
| OPTIMAS CAPITAL Ltd |
2025 Q3
|
11/5/2025 |
29
|
$160 M
|
| MB Generational Wealth, LLC |
2025 Q3
|
11/5/2025 |
66
|
$160 M
|
| Sozo Ventures GP II, L.P. |
2025 Q3
|
11/5/2025 |
1
|
$1.3 M
|
| Linden Thomas Advisory Services, LLC |
2025 Q3
|
11/5/2025 |
483
|
$990 M
|
| Fairscale Capital, LLC |
2025 Q3
|
11/5/2025 |
444
|
$150 M
|
| OPPENHEIMER & CO INC |
2025 Q3
|
11/5/2025 |
1,646
|
$8.2 B
|
| Midwest Financial Group LLC |
2025 Q3
|
11/5/2025 |
121
|
$210 M
|
| Proactive Wealth Strategies LLC |
2025 Q3
|
11/5/2025 |
141
|
$230 M
|
| NUANCE INVESTMENTS, LLC |
2025 Q3
|
11/5/2025 |
46
|
$980 M
|
| Windle Wealth, LLC |
2025 Q3
|
11/5/2025 |
33
|
$220 M
|
| ProShare Advisors LLC |
2025 Q3
|
11/5/2025 |
2,005
|
$48 B
|
| PROFUND ADVISORS LLC |
2025 Q3
|
11/5/2025 |
1,053
|
$3.1 B
|
| CONTINENTAL INVESTORS SERVICES, INC. |
2025 Q3
|
11/5/2025 |
72
|
$67 M
|
| ONE Advisory Partners, LLC |
2025 Q3
|
11/5/2025 |
67
|
$330 M
|
| ROMAN BUTLER FULLERTON & CO |
2025 Q3
|
11/5/2025 |
256
|
$370 M
|
| RFG Advisory, LLC |
2025 Q3
|
11/5/2025 |
950
|
$4.8 B
|
| Paradigm Capital Management, LLC/NV |
2025 Q3
|
11/5/2025 |
60
|
$100 M
|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q3
|
11/5/2025 |
41
|
$400 M
|
| Western Wealth Management, LLC |
2025 Q3
|
11/5/2025 |
762
|
$1.9 B
|
| Blume Capital Management, Inc. |
2025 Q3
|
11/5/2025 |
352
|
$530 M
|
| REAP Financial Group, LLC |
2025 Q3
|
11/5/2025 |
515
|
$460 M
|
| D.B. Root & Company, LLC |
2025 Q3
|
11/5/2025 |
182
|
$390 M
|
| Gunma Bank,Ltd. |
2025 Q3
|
11/5/2025 |
31
|
$320 M
|
| Breakwater Capital Group |
2025 Q3
|
11/5/2025 |
352
|
$680 M
|
| Legacy Financial Strategies, LLC |
2025 Q3
|
11/5/2025 |
135
|
$550 M
|
| ALLEN HOLDING INC /NY |
2025 Q3
|
11/5/2025 |
9
|
$1.1 B
|
| Allen Investment Management, LLC |
2025 Q3
|
11/5/2025 |
202
|
$9.0 B
|
| LexAurum Advisors, LLC |
2025 Q3
|
11/5/2025 |
374
|
$710 M
|
| ALLEN OPERATIONS LLC |
2025 Q3
|
11/5/2025 |
38
|
$840 M
|
| AlTi Global, Inc. |
2025 Q3
|
11/5/2025 |
683
|
$4.3 B
|
| Broadview Financial Management, LLC |
2025 Q3
|
11/5/2025 |
41
|
$150 M
|
| Centerpoint Advisors, LLC |
2025 Q3
|
11/5/2025 |
466
|
$320 M
|
| Hopwood Financial Services, Inc. |
2025 Q3
|
11/5/2025 |
310
|
$150 M
|
| Hassell Wealth Management, LLC |
2025 Q3
|
11/5/2025 |
26
|
$290 M
|
| IFG Advisors, LLC |
2025 Q3
|
11/5/2025 |
150
|
$610 M
|
| Spectrum Investment Advisors, Inc. |
2025 Q3
|
11/5/2025 |
30
|
$180 M
|
| Fielder Capital Group LLC |
2025 Q3
|
11/5/2025 |
268
|
$440 M
|
| Lantz Financial LLC |
2025 Q3
|
11/5/2025 |
241
|
$450 M
|
| MA Private Wealth |
2025 Q3
|
11/5/2025 |
80
|
$590 M
|
| Gateway Wealth Partners, LLC |
2025 Q3
|
11/5/2025 |
410
|
$740 M
|
| Collier Financial |
2025 Q3
|
11/5/2025 |
131
|
$130 M
|
| Windward Private Wealth Management Inc. |
2025 Q3
|
11/5/2025 |
44
|
$290 M
|
| Financial Guidance Group, Inc. |
2025 Q3
|
11/5/2025 |
85
|
$220 M
|
| Strategic Equity Management |
2025 Q3
|
11/5/2025 |
65
|
$270 M
|
| Key Financial Inc |
2025 Q3
|
11/5/2025 |
1,503
|
$540 M
|
| FIRETRAIL INVESTMENTS PTY LTD |
2025 Q3
|
11/5/2025 |
28
|
$400 M
|