| Catalina Capital Group, LLC |
2025 Q2
|
7/21/2025 |
165
|
$150 M
|
| JMAC ENTERPRISES LLC |
2025 Q2
|
7/21/2025 |
116
|
$470 M
|
| FSA WEALTH PARTNERS, INC. |
2025 Q2
|
7/21/2025 |
68
|
$210 M
|
| SYNTAX RESEARCH, INC. |
2025 Q2
|
7/21/2025 |
187
|
$140 M
|
| J2 Capital Management Inc |
2025 Q2
|
7/21/2025 |
116
|
$130 M
|
| Metropolis Capital Ltd |
2025 Q2
|
7/21/2025 |
17
|
$3.2 B
|
| UG Investment Advisers Ltd. |
2025 Q2
|
7/21/2025 |
12
|
$520 M
|
| ASR Vermogensbeheer N.V. |
2025 Q2
|
7/21/2025 |
557
|
$7.7 B
|
| Marks Wealth, LLC |
2025 Q2
|
7/18/2025 |
22
|
$310 M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2025 Q2
|
7/18/2025 |
95
|
$260 M
|
| RK Asset Management, LLC |
2025 Q2
|
7/18/2025 |
23
|
$100 M
|
| Schaeffer Financial LLC |
2025 Q2
|
7/18/2025 |
18
|
$100 M
|
| WASHINGTON UNIVERSITY |
2025 Q2
|
7/18/2025 |
4
|
$120 M
|
| CHURCHILL MANAGEMENT Corp |
2025 Q2
|
7/18/2025 |
164
|
$9.2 B
|
| Wiser Wealth Management, Inc |
2025 Q2
|
7/18/2025 |
50
|
$400 M
|
| FLEMING JAMES B JR |
2025 Q2
|
7/18/2025 |
3
|
$61 M
|
| AMI ASSET MANAGEMENT CORP |
2025 Q2
|
7/18/2025 |
85
|
$1.7 B
|
| Brookmont Capital Management |
2025 Q2
|
7/18/2025 |
54
|
$170 M
|
| EWA, LLC |
2025 Q2
|
7/18/2025 |
219
|
$320 M
|
| FengHe Fund Management Pte. Ltd. |
2025 Q2
|
7/18/2025 |
22
|
$610 M
|
| Pinnacle Investment Management Ltd |
2025 Q2
|
7/18/2025 |
14
|
$17 M
|
| Pelham Capital Ltd. |
2025 Q2
|
7/18/2025 |
15
|
$210 M
|
| Ridgemont Partners Management, LLC |
2025 Q2 - RESTATEMENT
|
7/18/2025 |
1
|
$47 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2025 Q2
|
7/18/2025 |
98
|
$260 M
|
| Ledgewood Wealth Advisors, LLC |
2025 Q2
|
7/18/2025 |
70
|
$160 M
|
| Wildcat Capital Management, LLC |
2025 Q2
|
7/18/2025 |
6
|
$170 M
|
| Northstar Group, Inc. |
2025 Q2
|
7/18/2025 |
161
|
$650 M
|
| Philip James Wealth Mangement, LLC |
2025 Q2
|
7/18/2025 |
169
|
$780 M
|
| SimpliFi, Inc. |
2025 Q2
|
7/18/2025 |
41
|
$230 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2025 Q2
|
7/18/2025 |
35
|
$180 M
|
| Tanager Wealth Management LLP |
2025 Q2
|
7/18/2025 |
123
|
$850 M
|
| Warren Street Wealth Advisors, LLC |
2025 Q2
|
7/18/2025 |
138
|
$300 M
|
| McGuire Investment Group, LLC |
2025 Q2
|
7/18/2025 |
112
|
$780 M
|
| Consolidated Planning Corp |
2025 Q2
|
7/18/2025 |
184
|
$800 M
|
| RKL Wealth Management LLC |
2025 Q2
|
7/18/2025 |
176
|
$1.1 B
|
| Robeco Institutional Asset Management B.V. |
2025 Q2
|
7/18/2025 |
860
|
$62 B
|
| Clarity Financial LLC |
2025 Q2
|
7/18/2025 |
111
|
$930 M
|
| BSW Wealth Partners |
2025 Q2
|
7/18/2025 |
318
|
$730 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2025 Q2
|
7/18/2025 |
187
|
$1.4 B
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2025 Q2
|
7/18/2025 |
172
|
$200 M
|
| BOCHK Asset Management Ltd |
2025 Q2
|
7/18/2025 |
54
|
$350 M
|
| TPG Advisors LLC |
2025 Q2
|
7/18/2025 |
97
|
$140 M
|
| Hudson Value Partners, LLC |
2025 Q2
|
7/18/2025 |
110
|
$290 M
|
| GEN Financial Management, INC. |
2025 Q2
|
7/18/2025 |
44
|
$120 M
|
| NEW WAVE WEALTH ADVISORS LLC |
2025 Q2
|
7/18/2025 |
142
|
$240 M
|
| VICUS CAPITAL |
2025 Q2
|
7/18/2025 |
263
|
$1.2 B
|
| Gold Investment Management Ltd. |
2025 Q2
|
7/18/2025 |
203
|
$270 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2025 Q2
|
7/18/2025 |
418
|
$1.2 B
|
| Silchester International Investors LLP |
2025 Q2
|
7/18/2025 |
3
|
$470 M
|
| Vert Asset Management LLC |
2025 Q2
|
7/18/2025 |
45
|
$270 M
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2025 Q2
|
7/18/2025 |
438
|
$1.6 B
|
| Astor Investment Management LLC |
2025 Q2
|
7/18/2025 |
28
|
$190 M
|
| Foundry Financial Group, Inc. |
2025 Q2
|
7/18/2025 |
63
|
$180 M
|
| Pure Financial Advisors, LLC |
2025 Q2
|
7/18/2025 |
472
|
$5.7 B
|
| BloombergSen Inc. |
2025 Q2
|
7/18/2025 |
31
|
$1.6 B
|
| Community Financial Services Group, LLC |
2025 Q2
|
7/18/2025 |
168
|
$500 M
|
| NRI Wealth Management LC |
2025 Q2
|
7/18/2025 |
30
|
$170 M
|
| Precision Wealth Strategies, LLC |
2025 Q2
|
7/18/2025 |
177
|
$310 M
|
| Cyr Financial Inc. |
2025 Q1 - RESTATEMENT
|
7/18/2025 |
54
|
$110 M
|
| TruNorth Capital Management, LLC |
2025 Q2
|
7/18/2025 |
353
|
$450 M
|
| USA FINANCIAL FORMULAS |
2025 Q2
|
7/18/2025 |
240
|
$590 M
|
| jvl associates llc |
2025 Q2
|
7/18/2025 |
65
|
$280 M
|
| Benchmark Wealth Management, LLC |
2025 Q2
|
7/18/2025 |
70
|
$230 M
|
| B.O.S.S. Retirement Advisors, LLC |
2025 Q2
|
7/18/2025 |
188
|
$400 M
|
| Newman Dignan & Sheerar, Inc. |
2025 Q2
|
7/18/2025 |
195
|
$440 M
|
| Founders Capital Management |
2025 Q2
|
7/18/2025 |
383
|
$170 M
|
| MILLER WEALTH ADVISORS, LLC |
2025 Q2
|
7/18/2025 |
100
|
$210 M
|
| Parkwoods Wealth Partners, LLC |
2025 Q2
|
7/18/2025 |
75
|
$170 M
|
| Northeast Financial Group, Inc. |
2025 Q2
|
7/18/2025 |
93
|
$340 M
|
| Cohen Klingenstein LLC |
2025 Q2
|
7/18/2025 |
204
|
$3.0 B
|
| Meritas Wealth Management, LLC |
2025 Q2
|
7/18/2025 |
52
|
$180 M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2025 Q2
|
7/18/2025 |
139
|
$1.4 B
|
| Madrona Financial Services, LLC |
2025 Q2
|
7/18/2025 |
114
|
$420 M
|
| Heritage Financial Services, LLC |
2025 Q2
|
7/18/2025 |
125
|
$1.0 B
|
| SOA Wealth Advisors, LLC. |
2025 Q2
|
7/18/2025 |
879
|
$530 M
|
| 1623 Capital LLC |
2025 Q2
|
7/18/2025 |
1
|
$0
|
| Dogwood Wealth Management LLC |
2025 Q2
|
7/18/2025 |
694
|
$200 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2025 Q2
|
7/18/2025 |
132
|
$280 M
|
| Vigilare Wealth Management |
2025 Q2
|
7/18/2025 |
119
|
$270 M
|
| Centricity Wealth Management, LLC |
2025 Q2
|
7/18/2025 |
430
|
$130 M
|
| Vigilare Wealth Management |
2025 Q1
|
7/18/2025 |
102
|
$250 M
|
| First Pacific Financial |
2025 Q2
|
7/18/2025 |
474
|
$680 M
|
| Nabity-Jensen Investment Management Inc |
2025 Q2
|
7/18/2025 |
68
|
$140 M
|
| DELTEC ASSET MANAGEMENT LLC |
2025 Q2
|
7/18/2025 |
191
|
$560 M
|
| CHELSEA COUNSEL CO |
2025 Q2
|
7/18/2025 |
201
|
$200 M
|
| Trilogy Capital Inc. |
2025 Q2
|
7/18/2025 |
367
|
$2.1 B
|
| QTR Family Wealth, LLC |
2025 Q2
|
7/18/2025 |
186
|
$160 M
|
| Eagle Capital Management, LLC |
2025 Q2
|
7/18/2025 |
44
|
$230 M
|
| TRUST CO OF VERMONT |
2025 Q2
|
7/18/2025 |
1,361
|
$2.1 B
|
| FORBES J M & CO LLP |
2025 Q2
|
7/18/2025 |
144
|
$1.1 B
|
| NATIXIS |
2025 Q1 - RESTATEMENT
|
7/18/2025 |
961
|
$18 B
|
| SMI Advisory Services, LLC |
2025 Q2
|
7/18/2025 |
69
|
$520 M
|
| BCO Wealth Management LLC |
2025 Q2
|
7/18/2025 |
37
|
$140 M
|
| Ninety One North America, Inc. |
2025 Q2
|
7/18/2025 |
65
|
$2.0 B
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2025 Q2
|
7/18/2025 |
1,249
|
$7.2 B
|
| Ninety One SA (PTY) Ltd |
2025 Q2
|
7/18/2025 |
74
|
$610 M
|
| Ninety One UK Ltd |
2025 Q2
|
7/18/2025 |
202
|
$43 B
|
| Loudon Investment Management, LLC |
2025 Q2
|
7/18/2025 |
99
|
$180 M
|
| Lynx Investment Advisory |
2025 Q2
|
7/18/2025 |
320
|
$150 M
|
| Community Bank & Trust, Waco, Texas |
2025 Q2
|
7/18/2025 |
143
|
$440 M
|