| Wealth Dimensions Group, Ltd. |
2025 Q2
|
8/12/2025 |
173
|
$450 M
|
| Aldebaran Capital, LLC |
2025 Q2
|
8/12/2025 |
34
|
$100 M
|
| HARBOR ADVISORY CORP /MA/ |
2025 Q2
|
8/12/2025 |
81
|
$310 M
|
| Pathstone Holdings, LLC |
2025 Q2
|
8/12/2025 |
4,644
|
$25 B
|
| Integras Partners LLC |
2025 Q2
|
8/12/2025 |
53
|
$99 M
|
| Indie Asset Partners, LLC |
2025 Q2
|
8/12/2025 |
67
|
$55 M
|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2025 Q2
|
8/12/2025 |
535
|
$6.6 B
|
| OneAscent Investment Solutions LLC |
2025 Q2
|
8/12/2025 |
135
|
$94 M
|
| SUMMIT SECURITIES GROUP LLC |
2025 Q2
|
8/12/2025 |
1,058
|
$520 M
|
| DEUTSCHE BANK AG\ |
2025 Q2
|
8/12/2025 |
13,750
|
$270 B
|
| Galaxy Digital Capital Management LP |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| Blue Investment Opportunities, LLC - Project Breeze Series 1 |
2025 Q2
|
8/12/2025 |
1
|
$190 M
|
| Minot DeBlois Advisors LLC |
2025 Q2
|
8/12/2025 |
257
|
$110 M
|
| Integrated Advisors Network LLC |
2025 Q2
|
8/12/2025 |
741
|
$2.2 B
|
| BARR E S & CO |
2025 Q2
|
8/12/2025 |
117
|
$1.7 B
|
| Jefferies Financial Group Inc. |
2025 Q2
|
8/12/2025 |
1,244
|
$12 B
|
| TCP Asset Management, LLC |
2025 Q2
|
8/12/2025 |
93
|
$500 M
|
| Vawter Financial, Ltd. |
2025 Q2
|
8/12/2025 |
23
|
$8.9 M
|
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
2025 Q2
|
8/12/2025 |
1,235
|
$23 B
|
| Goehring & Rozencwajg Associates, LLC |
2025 Q2
|
8/12/2025 |
41
|
$650 M
|
| Intellus Advisors LLC |
2025 Q2
|
8/12/2025 |
135
|
$670 M
|
| EULAV Asset Management |
2025 Q2
|
8/12/2025 |
160
|
$4.3 B
|
| Tairen Capital Ltd |
2025 Q2
|
8/12/2025 |
68
|
$980 M
|
| Guerra Advisors Inc |
2025 Q2
|
8/12/2025 |
72
|
$210 M
|
| McGrath & Associates, Inc. |
2025 Q2
|
8/12/2025 |
41
|
$61 M
|
| EMG Holdings, L.P. |
2025 Q2
|
8/12/2025 |
22
|
$140 M
|
| First Washington CORP |
2025 Q2
|
8/12/2025 |
53
|
$310 M
|
| Tumwater Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
37
|
$220 M
|
| Cornerstone Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
649
|
$1.6 B
|
| Boxwood Ventures, Inc. |
2025 Q2
|
8/12/2025 |
30
|
$77 M
|
| COUNTRY TRUST BANK |
2025 Q2
|
8/12/2025 |
674
|
$4.5 B
|
| INCEPTIONR LLC |
2025 Q2
|
8/12/2025 |
629
|
$430 M
|
| Nipun Capital, L.P. |
2025 Q2
|
8/12/2025 |
12
|
$180 M
|
| Boston Partners |
2025 Q2 - RESTATEMENT
|
8/12/2025 |
1,708
|
$90 B
|
| VIAWEALTH, LLC |
2025 Q2
|
8/12/2025 |
149
|
$170 M
|
| Richmond Investment Services, LLC |
2025 Q2
|
8/12/2025 |
242
|
$470 M
|
| J.W. COLE ADVISORS, INC. |
2025 Q2
|
8/12/2025 |
1,461
|
$4.7 B
|
| Blueprint Financial Advisors LLC |
2025 Q2
|
8/12/2025 |
57
|
$310 M
|
| SCALAR GAUGE MANAGEMENT, LLC |
2025 Q2
|
8/12/2025 |
30
|
$180 M
|
| Castalian Partners, LLC |
2025 Q2
|
8/12/2025 |
1
|
$7.4 M
|
| NORTH STAR ASSET MANAGEMENT INC |
2025 Q2
|
8/12/2025 |
438
|
$2.4 B
|
| OAK ASSOCIATES LTD /OH/ |
2025 Q2
|
8/12/2025 |
131
|
$1.5 B
|
| Farmers National Bank |
2025 Q2
|
8/12/2025 |
235
|
$380 M
|
| Manchester Capital Management LLC |
2025 Q2
|
8/12/2025 |
1,206
|
$760 M
|
| FourThought Financial Partners, LLC |
2025 Q2
|
8/12/2025 |
302
|
$1.0 B
|
| PICTON MAHONEY ASSET MANAGEMENT |
2025 Q2
|
8/12/2025 |
963
|
$9.7 B
|
| ATLANTIC FAMILY WEALTH, LLC |
2025 Q2
|
8/12/2025 |
52
|
$110 M
|
| Summit Global Investments |
2025 Q2
|
8/12/2025 |
458
|
$1.7 B
|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC |
2025 Q2
|
8/12/2025 |
265
|
$400 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2025 Q2
|
8/12/2025 |
71
|
$1.2 B
|
| WEITZ INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
8/12/2025 |
45
|
$1.9 B
|
| NWF Advisory Services Inc. |
2025 Q1
|
8/12/2025 |
365
|
$710 M
|
| Covalis (Gibraltar) Ltd |
2025 Q2
|
8/12/2025 |
3
|
$35 M
|
| Covalis Capital LLP |
2025 Q2
|
8/12/2025 |
57
|
$820 M
|
| AMERICAN CENTURY COMPANIES INC |
2025 Q2
|
8/12/2025 |
2,847
|
$180 B
|
| Ameritas Investment Partners, Inc. |
2025 Q2
|
8/12/2025 |
3,763
|
$3.2 B
|
| nVerses Capital, LLC |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| Nemes Rush Group LLC |
2025 Q2
|
8/12/2025 |
721
|
$920 M
|
| PETTYJOHN, WOOD & WHITE, INC |
2025 Q2
|
8/12/2025 |
197
|
$560 M
|
| Entruity Wealth, LLC |
2025 Q2
|
8/12/2025 |
41
|
$120 M
|
| Employees' Retirement Fund of the City of Fort Worth |
2025 Q2
|
8/12/2025 |
13
|
$220 M
|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
2025 Q2
|
8/12/2025 |
1,917
|
$1.3 B
|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
2025 Q2
|
8/12/2025 |
207
|
$110 B
|
| Belmont Capital, LLC |
2025 Q2
|
8/12/2025 |
167
|
$660 M
|
| Symetra Investment Management Co |
2025 Q2
|
8/12/2025 |
5
|
$380 M
|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2025 Q2
|
8/12/2025 |
879
|
$6.5 B
|
| BlueStem Wealth Partners, LLC |
2025 Q2
|
8/12/2025 |
119
|
$810 M
|
| Global Retirement Partners, LLC |
2025 Q2
|
8/12/2025 |
3,808
|
$4.0 B
|
| WEIK CAPITAL MANAGEMENT |
2025 Q2
|
8/12/2025 |
91
|
$250 M
|
| HFR Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
51
|
$410 M
|
| Eisler Capital Management Ltd. |
2025 Q2
|
8/12/2025 |
1,301
|
$16 B
|
| Waterloo Capital, L.P. |
2025 Q2
|
8/12/2025 |
457
|
$1.2 B
|
| UCLA Foundation |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| Eley Financial Management, Inc |
2025 Q2
|
8/12/2025 |
66
|
$260 M
|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/12/2025 |
141
|
$310 M
|
| PRUDENTIAL FINANCIAL INC |
2025 Q2
|
8/12/2025 |
3,827
|
$77 B
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
2025 Q2
|
8/12/2025 |
1,105
|
$6.1 B
|
| WATERFALL ASSET MANAGEMENT, LLC |
2025 Q2
|
8/12/2025 |
12
|
$230 M
|
| Left Brain Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
96
|
$280 M
|
| PRING TURNER CAPITAL GROUP INC |
2025 Q2
|
8/12/2025 |
67
|
$150 M
|
| Forum Private Client Group LLC |
2025 Q2
|
8/12/2025 |
80
|
$260 M
|
| Councilmark Asset Management, LLC |
2025 Q2
|
8/12/2025 |
86
|
$160 M
|
| LEGACY FINANCIAL GROUP, INC. |
2025 Q2
|
8/12/2025 |
85
|
$340 M
|
| SIERRA SUMMIT ADVISORS LLC |
2025 Q2
|
8/12/2025 |
177
|
$560 M
|
| Centric Wealth Management |
2025 Q2
|
8/12/2025 |
195
|
$420 M
|
| Rock Creek Group, LP |
2025 Q2
|
8/12/2025 |
58
|
$850 M
|
| Providence Wealth Advisors, LLC |
2025 Q2
|
8/12/2025 |
87
|
$150 M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2025 Q2
|
8/12/2025 |
110
|
$150 M
|
| BOSTON RESEARCH & MANAGEMENT INC |
2025 Q2
|
8/12/2025 |
116
|
$420 M
|
| TITLEIST ASSET MANAGEMENT, LLC |
2025 Q2
|
8/12/2025 |
320
|
$1.0 B
|
| Patrick Mauro Investment Advisor, INC. |
2025 Q2
|
8/12/2025 |
40
|
$180 M
|
| Cornerstone Select Advisors, LLC |
2025 Q2
|
8/12/2025 |
110
|
$110 M
|
| BARINGS LLC |
2025 Q2
|
8/12/2025 |
217
|
$4.3 B
|
| Shakespeare Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
95
|
$380 M
|
| J. L. Bainbridge & Co., Inc. |
2025 Q2
|
8/12/2025 |
106
|
$1.1 B
|
| VESTOR CAPITAL, LLC |
2025 Q2
|
8/12/2025 |
275
|
$1.3 B
|
| Cynosure Group, LLC |
2025 Q2
|
8/12/2025 |
377
|
$880 M
|
| Quantum Private Wealth, LLC |
2025 Q2
|
8/12/2025 |
170
|
$310 M
|
| Fulcrum Asset Management LLP |
2025 Q2
|
8/12/2025 |
101
|
$130 M
|
| FORTEM FINANCIAL GROUP, LLC |
2025 Q2
|
8/12/2025 |
171
|
$310 M
|