| Trilogy Capital Inc. |
2025 Q3
|
10/24/2025 |
388
|
$2.2 B
|
| CULBERTSON A N & CO INC |
2025 Q3
|
10/24/2025 |
128
|
$710 M
|
| Winthrop Advisory Group LLC |
2025 Q3
|
10/24/2025 |
191
|
$1.1 B
|
| Olistico Wealth, LLC |
2025 Q3
|
10/24/2025 |
96
|
$190 M
|
| Oliver Luxxe Assets LLC |
2025 Q3
|
10/24/2025 |
182
|
$630 M
|
| Associated Banc-Corp |
2025 Q3
|
10/24/2025 |
340
|
$3.8 B
|
| Equita Financial Network, Inc. |
2025 Q3
|
10/24/2025 |
91
|
$300 M
|
| Phil A. Younker & Associates, Ltd. |
2025 Q3
|
10/24/2025 |
33
|
$130 M
|
| Cannon Advisors, Inc. |
2025 Q3
|
10/24/2025 |
83
|
$150 M
|
| Tandem Investment Partners LLC |
2025 Q3
|
10/24/2025 |
69
|
$120 M
|
| Forum Financial Management, LP |
2025 Q3
|
10/24/2025 |
1,113
|
$7.3 B
|
| CGC Financial Services, LLC |
2025 Q3
|
10/24/2025 |
343
|
$360 M
|
| Ball & Co Wealth Management Inc. |
2025 Q3
|
10/24/2025 |
89
|
$150 M
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2025 Q3
|
10/24/2025 |
305
|
$1.5 B
|
| Monument Group Wealth Advisors, LLC |
2025 Q3
|
10/24/2025 |
47
|
$170 M
|
| Hemington Wealth Management |
2025 Q3
|
10/24/2025 |
1,727
|
$770 M
|
| ORG Wealth Partners, LLC |
2025 Q3
|
10/24/2025 |
10,069
|
$470 M
|
| Stonehearth Capital Management, LLC |
2025 Q3
|
10/24/2025 |
95
|
$260 M
|
| Avion Wealth |
2025 Q3
|
10/24/2025 |
1,526
|
$470 M
|
| Cross Staff Investments Inc |
2025 Q3
|
10/24/2025 |
126
|
$140 M
|
| Steele Capital Management, Inc. |
2025 Q3
|
10/24/2025 |
82
|
$2.3 B
|
| MIRAE ASSET SECURITIES (USA) INC. |
2025 Q3
|
10/24/2025 |
151
|
$3.3 B
|
| Liquid Strategies, LLC |
2025 Q3
|
10/24/2025 |
7
|
$490 M
|
| R. W. Roge & Company, Inc. |
2025 Q3
|
10/24/2025 |
57
|
$200 M
|
| Fairfield Financial Advisors, LTD |
2025 Q3
|
10/24/2025 |
72
|
$300 M
|
| Sachetta, LLC |
2025 Q3
|
10/24/2025 |
1,314
|
$270 M
|
| ORG Partners LLC |
2025 Q3
|
10/24/2025 |
38,187
|
$550 M
|
| Independence Financial Advisors, LLC |
2025 Q3
|
10/24/2025 |
53
|
$330 M
|
| Legacy Trust |
2025 Q3
|
10/24/2025 |
188
|
$510 M
|
| Clearview Wealth Advisors LLC |
2025 Q3
|
10/24/2025 |
102
|
$160 M
|
| Redwood Wealth Management Group, LLC |
2025 Q3
|
10/24/2025 |
179
|
$240 M
|
| Philip James Wealth Mangement, LLC |
2025 Q3
|
10/24/2025 |
177
|
$860 M
|
| CORDA Investment Management, LLC. |
2025 Q3
|
10/24/2025 |
80
|
$1.4 B
|
| TFC Financial Management, Inc. |
2025 Q3
|
10/24/2025 |
996
|
$780 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2025 Q3
|
10/24/2025 |
135
|
$3.3 B
|
| Fairway Financial, LLC |
2025 Q3
|
10/24/2025 |
22
|
$130 M
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
2025 Q3
|
10/24/2025 |
55
|
$140 M
|
| Marmo Financial Group, LLC |
2025 Q3
|
10/24/2025 |
31
|
$210 M
|
| Purus Wealth Management, LLC |
2025 Q3
|
10/24/2025 |
144
|
$310 M
|
| Hidden Cove Wealth Management, LLC |
2025 Q3
|
10/24/2025 |
90
|
$150 M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q3
|
10/24/2025 |
207
|
$650 M
|
| SilverOak Wealth Management LLC |
2025 Q3
|
10/24/2025 |
114
|
$590 M
|
| Sonoma Allocations LLC |
2025 Q3
|
10/24/2025 |
137
|
$270 M
|
| Roble, Belko & Company, Inc |
2025 Q3
|
10/24/2025 |
471
|
$740 M
|
| Catalina Capital Group, LLC |
2025 Q3
|
10/24/2025 |
163
|
$160 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
2025 Q3
|
10/24/2025 |
77
|
$250 M
|
| Colony Family Offices, LLC |
2025 Q3
|
10/24/2025 |
68
|
$390 M
|
| Tanager Wealth Management LLP |
2025 Q3
|
10/24/2025 |
132
|
$950 M
|
| WORLD EQUITY GROUP, INC. |
2025 Q3
|
10/24/2025 |
347
|
$440 M
|
| Heck Capital Advisors, LLC |
2025 Q3
|
10/24/2025 |
196
|
$1.3 B
|
| Wela Strategies, Inc. |
2025 Q3
|
10/24/2025 |
55
|
$260 M
|
| FengHe Fund Management Pte. Ltd. |
2025 Q3
|
10/24/2025 |
35
|
$1.1 B
|
| MEMBERS CAPITAL ADVISORS INC |
2025 Q3
|
10/24/2025 |
6
|
$87 M
|
| PARNASSUS INVESTMENTS, LLC |
2025 Q3
|
10/24/2025 |
147
|
$43 B
|
| MASTERINVEST Kapitalanlage GmbH |
2025 Q3
|
10/24/2025 |
278
|
$1.0 B
|
| William Allan Corp |
2025 Q3
|
10/24/2025 |
51
|
$180 M
|
| Hudock, Inc. |
2025 Q3
|
10/24/2025 |
199
|
$660 M
|
| Amtrust Financial Services, Inc. |
2025 Q3
|
10/24/2025 |
15
|
$300 M
|
| TCG Capital Management, LP |
2025 Q3
|
10/24/2025 |
1
|
$43 M
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2025 Q3
|
10/24/2025 |
757
|
$12 B
|
| Farnam Financial LLC |
2025 Q3
|
10/23/2025 |
51
|
$130 M
|
| MADDEN SECURITIES Corp |
2025 Q3
|
10/23/2025 |
112
|
$330 M
|
| Comprehensive Money Management Services LLC |
2025 Q3
|
10/23/2025 |
186
|
$140 M
|
| Lakewood Asset Management LLC |
2025 Q3
|
10/23/2025 |
104
|
$170 M
|
| MONEYWISE, INC. |
2025 Q3
|
10/23/2025 |
72
|
$220 M
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2025 Q3
|
10/23/2025 |
514
|
$850 M
|
| Mainsail Financial Group, LLC |
2025 Q3
|
10/23/2025 |
61
|
$230 M
|
| Clarity Wealth Advisors, LLC |
2025 Q3
|
10/23/2025 |
99
|
$450 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2025 Q3
|
10/23/2025 |
134
|
$210 M
|
| Ledgewood Wealth Advisors, LLC |
2025 Q3
|
10/23/2025 |
74
|
$170 M
|
| Maltin Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
131
|
$240 M
|
| Trueblood Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
254
|
$260 M
|
| Valmark Advisers, Inc. |
2025 Q3
|
10/23/2025 |
646
|
$7.7 B
|
| Fjell Capital, LLC |
2025 Q3
|
10/23/2025 |
58
|
$110 M
|
| Tarbox Family Office, Inc. |
2025 Q3
|
10/23/2025 |
114
|
$680 M
|
| SimpliFi, Inc. |
2025 Q3
|
10/23/2025 |
44
|
$230 M
|
| Fingerlakes Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
98
|
$150 M
|
| Sterling Financial Planning, Inc. |
2025 Q3
|
10/23/2025 |
116
|
$320 M
|
| Morton Capital Management LLC/CA |
2025 Q3
|
10/23/2025 |
131
|
$610 M
|
| Jessup Wealth Management, Inc |
2025 Q3
|
10/23/2025 |
80
|
$270 M
|
| Nepsis Inc. |
2025 Q3
|
10/23/2025 |
30
|
$320 M
|
| Narwhal Capital Management |
2025 Q3
|
10/23/2025 |
164
|
$1.4 B
|
| Life Planning Partners, Inc |
2025 Q3
|
10/23/2025 |
70
|
$140 M
|
| Kesler, Norman & Wride, LLC |
2025 Q3
|
10/23/2025 |
219
|
$510 M
|
| Austin Asset Management Co Inc |
2025 Q3
|
10/23/2025 |
74
|
$550 M
|
| Cromwell Holdings LLC |
2025 Q3
|
10/23/2025 |
1,516
|
$190 M
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q3
|
10/23/2025 |
1,510
|
$7.7 B
|
| Pasadena Private Wealth, LLC |
2025 Q3
|
10/23/2025 |
228
|
$690 M
|
| PIONEER TRUST BANK N A/OR |
2025 Q3
|
10/23/2025 |
128
|
$430 M
|
| Wise Wealth Partners |
2025 Q3
|
10/23/2025 |
51
|
$66 M
|
| JGP Global Gestao de Recursos Ltda. |
2025 Q3
|
10/23/2025 |
36
|
$170 M
|
| State of Alaska, Department of Revenue |
2025 Q3
|
10/23/2025 |
3,222
|
$9.8 B
|
| Colorado Capital Management, Inc. |
2025 Q3
|
10/23/2025 |
104
|
$260 M
|
| GRACE & WHITE INC /NY |
2025 Q3
|
10/23/2025 |
139
|
$570 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/23/2025 |
50
|
$240 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q3
|
10/23/2025 |
105
|
$1.4 B
|
| Capital Investment Advisors, LLC |
2025 Q3
|
10/23/2025 |
731
|
$6.1 B
|
| Planned Solutions, Inc. |
2025 Q3
|
10/23/2025 |
138
|
$290 M
|
| Nova R Wealth, Inc. |
2025 Q3
|
10/23/2025 |
80
|
$240 M
|
| Family Capital Trust Co |
2025 Q3
|
10/23/2025 |
90
|
$300 M
|