| Valliance Asset Management Ltd |
2025 Q3
|
10/22/2025 |
1
|
$13 M
|
| OAK HILL CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/22/2025 |
1
|
$0
|
| Asset Management One Co., Ltd. |
2025 Q3
|
10/22/2025 |
946
|
$35 B
|
| Rezny Wealth Management, Inc. |
2025 Q3
|
10/22/2025 |
38
|
$480 M
|
| Citrine Capital LLC |
2025 Q3
|
10/21/2025 |
47
|
$220 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2025 Q3
|
10/21/2025 |
73
|
$120 M
|
| Cresta Advisors, Ltd. |
2025 Q3
|
10/21/2025 |
48
|
$220 M
|
| 4J Wealth Management LLC |
2025 Q3
|
10/21/2025 |
94
|
$170 M
|
| Hikari Power Ltd |
2025 Q3
|
10/21/2025 |
63
|
$1.2 B
|
| Pandi, LLC |
2025 Q3
|
10/21/2025 |
4
|
$750 M
|
| TRUST CO OF OKLAHOMA |
2025 Q3
|
10/21/2025 |
189
|
$340 M
|
| Viewpoint Capital Management LLC |
2025 Q3
|
10/21/2025 |
150
|
$230 M
|
| Vannoy Advisory Group, Inc. |
2025 Q3
|
10/21/2025 |
29
|
$150 M
|
| WT Wealth Management |
2025 Q3
|
10/21/2025 |
139
|
$350 M
|
| Granite FO LLC |
2025 Q3
|
10/21/2025 |
632
|
$180 M
|
| North Growth Management Ltd. |
2025 Q3
|
10/21/2025 |
47
|
$570 M
|
| Abacus Planning Group, Inc. |
2025 Q3
|
10/21/2025 |
262
|
$720 M
|
| Alpine Bank Wealth Management |
2025 Q3
|
10/21/2025 |
632
|
$710 M
|
| InTrack Investment Management Inc |
2025 Q3
|
10/21/2025 |
107
|
$170 M
|
| Constellation Investimentos e Participacoes Ltda |
2025 Q3
|
10/21/2025 |
7
|
$47 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/21/2025 |
42
|
$280 M
|
| Alpha Omega Wealth Management LLC |
2025 Q3
|
10/21/2025 |
204
|
$600 M
|
| Northcape Capital Pty Ltd |
2025 Q3
|
10/21/2025 |
8
|
$720 M
|
| Alpha Omega Wealth Management LLC |
2025 Q3 - RESTATEMENT
|
10/21/2025 |
204
|
$600 M
|
| Charles Schwab Trust Bank |
2025 Q3
|
10/21/2025 |
1
|
$55 M
|
| McGuire Investment Group, LLC |
2025 Q3
|
10/21/2025 |
120
|
$880 M
|
| Fountainhead AM, LLC |
2025 Q3
|
10/21/2025 |
226
|
$760 M
|
| Penobscot Investment Management Company, Inc. |
2025 Q3
|
10/21/2025 |
316
|
$1.3 B
|
| Radnor Capital Management, LLC |
2025 Q3
|
10/21/2025 |
314
|
$660 M
|
| PEAVINE CAPITAL, LLC |
2025 Q3
|
10/21/2025 |
9
|
$480 M
|
| Onyx Financial Advisors, LLC |
2025 Q3
|
10/21/2025 |
19
|
$230 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2025 Q3
|
10/21/2025 |
182
|
$210 M
|
| Pettinga Financial Advisors LLC |
2025 Q3
|
10/21/2025 |
138
|
$510 M
|
| BetterWealth, LLC |
2025 Q3
|
10/21/2025 |
69
|
$420 M
|
| Wealth Management Partners, LLC |
2025 Q3
|
10/21/2025 |
138
|
$310 M
|
| Kellett Wealth Advisors, LLC |
2025 Q3
|
10/21/2025 |
76
|
$170 M
|
| DMKC Advisory Services, LLC |
2025 Q3
|
10/21/2025 |
75
|
$200 M
|
| Western Financial Corp/CA |
2025 Q3
|
10/21/2025 |
120
|
$230 M
|
| SC&H Financial Advisors, Inc. |
2025 Q3
|
10/21/2025 |
147
|
$610 M
|
| Moss Adams Wealth Advisors LLC |
2025 Q3
|
10/21/2025 |
433
|
$1.3 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2025 Q3
|
10/21/2025 |
171
|
$320 M
|
| Clay Northam Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
99
|
$180 M
|
| Eagle Strategies LLC |
2025 Q3
|
10/21/2025 |
239
|
$750 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2025 Q3
|
10/21/2025 |
525
|
$10 B
|
| Ariose Capital Management Ltd |
2025 Q3
|
10/21/2025 |
35
|
$300 M
|
| Emeth Value Capital, LLC |
2025 Q3
|
10/21/2025 |
5
|
$100 M
|
| Arrow Financial Corp |
2025 Q3
|
10/21/2025 |
288
|
$980 M
|
| Fifth Third Wealth Advisors LLC |
2025 Q3
|
10/21/2025 |
772
|
$2.7 B
|
| Elm3 Financial Group, LLC |
2025 Q3
|
10/21/2025 |
111
|
$120 M
|
| U S GLOBAL INVESTORS INC |
2025 Q3
|
10/21/2025 |
171
|
$890 M
|
| Citadel Investment Advisory, Inc. |
2025 Q3
|
10/21/2025 |
82
|
$220 M
|
| PROFFITT & GOODSON INC |
2025 Q3
|
10/21/2025 |
444
|
$700 M
|
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York |
2025 Q3
|
10/21/2025 |
2
|
$230 M
|
| Community Financial Services Group, LLC |
2025 Q3
|
10/21/2025 |
170
|
$550 M
|
| Christensen, King & Associates Investment Services, Inc. |
2025 Q3
|
10/21/2025 |
106
|
$230 M
|
| Global Retirement Partners, LLC |
2025 Q3
|
10/21/2025 |
3,880
|
$4.5 B
|
| JARISLOWSKY, FRASER Ltd |
2025 Q3
|
10/21/2025 |
192
|
$18 B
|
| DAVIDSON INVESTMENT ADVISORS |
2025 Q3
|
10/21/2025 |
122
|
$2.4 B
|
| Armor Investment Advisors, LLC |
2025 Q3
|
10/21/2025 |
149
|
$320 M
|
| Saxony Capital Management, LLC |
2025 Q3
|
10/21/2025 |
156
|
$150 M
|
| Trustees of Dartmouth College |
2025 Q3
|
10/21/2025 |
8
|
$390 M
|
| Ascent Wealth Partners, LLC |
2025 Q3
|
10/21/2025 |
182
|
$860 M
|
| Adventist Health System/ West |
2025 Q3
|
10/21/2025 |
8
|
$610 M
|
| CAPITAL ADVISORS INC/OK |
2025 Q3
|
10/21/2025 |
363
|
$6.0 B
|
| Asset Management Advisors, LLC |
2025 Q3
|
10/21/2025 |
18
|
$160 M
|
| Davis Capital Management |
2025 Q3
|
10/21/2025 |
615
|
$140 M
|
| PENN DAVIS MCFARLAND INC |
2025 Q3
|
10/21/2025 |
76
|
$970 M
|
| REXFORD CAPITAL INC |
2025 Q3
|
10/21/2025 |
270
|
$130 M
|
| GraniteShares Advisors LLC |
2025 Q3
|
10/21/2025 |
91
|
$170 M
|
| Verity & Verity, LLC |
2025 Q3
|
10/21/2025 |
134
|
$1.2 B
|
| Fulton Bank, N.A. |
2025 Q3
|
10/21/2025 |
1,034
|
$2.9 B
|
| FOGEL CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/21/2025 |
55
|
$220 M
|
| AMERICAN NATIONAL BANK & TRUST |
2025 Q3
|
10/21/2025 |
638
|
$1.0 B
|
| Measured Risk Portfolios, Inc. |
2025 Q3
|
10/21/2025 |
71
|
$110 M
|
| SigFig Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
138
|
$3.2 B
|
| M Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
49
|
$110 M
|
| CPA Asset Management Group, LLC |
2025 Q3
|
10/21/2025 |
89
|
$260 M
|
| ACCREDITED INVESTOR SERVICES, LLC |
2025 Q3
|
10/21/2025 |
76
|
$150 M
|
| Lifelong Wealth Advisors, Inc. |
2025 Q3
|
10/21/2025 |
85
|
$340 M
|
| apricus wealth, LLC |
2025 Q3
|
10/21/2025 |
127
|
$190 M
|
| Pacific Wealth Management |
2025 Q3
|
10/21/2025 |
23
|
$200 M
|
| Tradewinds Capital Management, LLC |
2025 Q3
|
10/21/2025 |
679
|
$450 M
|
| MN Wealth Advisors, LLC |
2025 Q3
|
10/21/2025 |
117
|
$190 M
|
| TruNorth Capital Management, LLC |
2025 Q3
|
10/21/2025 |
408
|
$510 M
|
| SIMON QUICK ADVISORS, LLC |
2025 Q3
|
10/21/2025 |
397
|
$2.2 B
|
| Olstein Capital Management, L.P. |
2025 Q3
|
10/21/2025 |
103
|
$530 M
|
| 400 Capital Management LLC |
2025 Q3
|
10/21/2025 |
3
|
$1.4 B
|
| Barton Investment Management |
2025 Q3
|
10/21/2025 |
51
|
$980 M
|
| Commonwealth Financial Services, LLC |
2025 Q3
|
10/21/2025 |
229
|
$580 M
|
| UNICOM Systems, Inc. |
2025 Q3
|
10/21/2025 |
19
|
$1.0 B
|
| Noble Family Wealth, LLC |
2025 Q3
|
10/21/2025 |
83
|
$450 M
|
| First City Capital Management, Inc. |
2025 Q3
|
10/21/2025 |
153
|
$190 M
|
| Wellesley Asset Management |
2025 Q3
|
10/21/2025 |
56
|
$1.0 B
|
| Chronos Wealth Management, LLC |
2025 Q3
|
10/21/2025 |
40
|
$200 M
|
| BOS Asset Management, LLC |
2025 Q3
|
10/21/2025 |
190
|
$350 M
|
| Pflug Koory, LLC |
2025 Q3
|
10/21/2025 |
415
|
$210 M
|
| Galibier Capital Management Ltd. |
2025 Q3
|
10/21/2025 |
38
|
$300 M
|
| Buttonwood Financial Advisors Inc. |
2025 Q3
|
10/21/2025 |
103
|
$290 M
|
| Altus Wealth Group LLC |
2025 Q3
|
10/21/2025 |
143
|
$240 M
|
| Intelligent Financial Strategies |
2025 Q3
|
10/21/2025 |
73
|
$210 M
|