| Steward Partners Investment Advisory, LLC |
2025 Q3
|
11/12/2025 |
4,261
|
$17 B
|
| WPWealth LLP |
2025 Q3
|
11/12/2025 |
94
|
$610 M
|
| ETF Store, Inc. |
2025 Q3
|
11/12/2025 |
93
|
$94 M
|
| POM Investment Strategies, LLC |
2025 Q3
|
11/12/2025 |
203
|
$180 M
|
| Sand Hill Global Advisors, LLC |
2025 Q3
|
11/12/2025 |
199
|
$2.8 B
|
| STALEY CAPITAL ADVISERS INC |
2025 Q3
|
11/12/2025 |
198
|
$2.4 B
|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
2025 Q3
|
11/12/2025 |
304
|
$2.1 B
|
| Smart Money Group LLC |
2025 Q3
|
11/12/2025 |
80
|
$340 M
|
| Aufman Associates Inc |
2025 Q3
|
11/12/2025 |
66
|
$180 M
|
| Bright Futures Wealth Management, LLC. |
2025 Q3
|
11/12/2025 |
144
|
$130 M
|
| JOURNEY STRATEGIC WEALTH LLC |
2025 Q3
|
11/12/2025 |
3,558
|
$3.5 B
|
| BAHL & GAYNOR INC |
2025 Q3
|
11/12/2025 |
326
|
$20 B
|
| Geneva Partners, LLC |
2025 Q3
|
11/12/2025 |
68
|
$270 M
|
| RFP Financial Group LLC |
2025 Q3
|
11/12/2025 |
103
|
$250 M
|
| WATERFALL ASSET MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
18
|
$900 M
|
| PKS Advisory Services, LLC |
2025 Q3
|
11/12/2025 |
245
|
$480 M
|
| IVY LANE CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
10
|
$89 M
|
| Laurel Wealth Advisors LLC |
2025 Q3
|
11/12/2025 |
164
|
$720 M
|
| RS CRUM INC. |
2025 Q3
|
11/12/2025 |
99
|
$450 M
|
| FINEMARK NATIONAL BANK & TRUST |
2025 Q3
|
11/12/2025 |
522
|
$3.1 B
|
| Provenance Wealth Advisors, LLC |
2025 Q3
|
11/12/2025 |
437
|
$770 M
|
| Monashee Investment Management LLC |
2025 Q3
|
11/12/2025 |
61
|
$200 M
|
| Siena Capital Partners GP, LLC |
2025 Q3
|
11/12/2025 |
102
|
$350 M
|
| River Wealth Advisors LLC |
2025 Q3
|
11/12/2025 |
203
|
$860 M
|
| Bedell Frazier Investment Counselling, LLC |
2025 Q3
|
11/12/2025 |
129
|
$490 M
|
| Hendershot Investments Inc. |
2025 Q3
|
11/12/2025 |
128
|
$790 M
|
| New Age Alpha Advisors, LLC |
2025 Q3
|
11/12/2025 |
812
|
$2.4 B
|
| GROUP ONE TRADING LLC |
2025 Q3
|
11/12/2025 |
8,852
|
$57 B
|
| M3F, Inc. |
2025 Q3
|
11/12/2025 |
28
|
$350 M
|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
414
|
$39 B
|
| Arete Wealth Advisors, LLC |
2025 Q3
|
11/12/2025 |
769
|
$1.6 B
|
| Fi3 FINANCIAL ADVISORS, LLC |
2025 Q3
|
11/12/2025 |
159
|
$300 M
|
| Miura Global Management, LLC |
2025 Q3
|
11/12/2025 |
16
|
$68 M
|
| Proficio Capital Partners LLC |
2025 Q3
|
11/12/2025 |
223
|
$3.9 B
|
| Police & Firemen's Retirement System of New Jersey |
2025 Q3
|
11/12/2025 |
3,166
|
$12 B
|
| Legacy Wealth Managment, LLC/ID |
2025 Q3
|
11/12/2025 |
822
|
$220 M
|
| HAMEL ASSOCIATES, INC. |
2025 Q3
|
11/12/2025 |
81
|
$330 M
|
| FORTRESS PRIVATE LEDGER, LLC |
2025 Q3
|
11/12/2025 |
202
|
$270 M
|
| SIMPLEX TRADING, LLC |
2025 Q3
|
11/12/2025 |
10,359
|
$190 B
|
| Ameliora Wealth Management Ltd. |
2025 Q3
|
11/12/2025 |
221
|
$300 M
|
| Greenhaven Road Investment Management, L.P. |
2025 Q3
|
11/12/2025 |
17
|
$640 M
|
| SQN Investors LP |
2025 Q3
|
11/12/2025 |
1
|
$13 M
|
| PRINCIPAL SECURITIES, INC. |
2025 Q3
|
11/12/2025 |
3,731
|
$6.1 B
|
| GARDNER RUSSO & QUINN LLC |
2025 Q3
|
11/12/2025 |
85
|
$9.3 B
|
| COMMERCE BANK |
2025 Q3
|
11/12/2025 |
2,391
|
$18 B
|
| BlueStem Wealth Partners, LLC |
2025 Q3
|
11/12/2025 |
124
|
$870 M
|
| Atlas Wealth LLC |
2025 Q3
|
11/12/2025 |
107
|
$310 M
|
| KAHN BROTHERS GROUP INC |
2025 Q3
|
11/12/2025 |
53
|
$530 M
|
| Cambridge Investment Research Advisors, Inc. |
2025 Q3
|
11/12/2025 |
3,715
|
$36 B
|
| NBZ Investment Advisors LLC |
2025 Q3
|
11/12/2025 |
66
|
$190 M
|
| Kingsview Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
1,329
|
$6.5 B
|
| BALLAST ADVISORS LLC |
2025 Q3
|
11/12/2025 |
180
|
$360 M
|
| RJA Asset Management LLC |
2025 Q3
|
11/12/2025 |
3
|
$260 M
|
| Kelman-Lazarov, Inc. |
2025 Q3
|
11/12/2025 |
132
|
$670 M
|
| Paragon Capital Management LLC |
2025 Q3
|
11/12/2025 |
58
|
$210 M
|
| 111 Capital |
2025 Q3
|
11/12/2025 |
438
|
$530 M
|
| KALEIDOSCOPE CAPITAL LP |
2025 Q3
|
11/12/2025 |
11
|
$350 M
|
| Builders Vision, LLC |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| Astra Wealth Partners LLC |
2025 Q3
|
11/12/2025 |
99
|
$150 M
|
| Rockbridge Investment Management, LCC |
2025 Q3
|
11/12/2025 |
133
|
$1.0 B
|
| Elo Mutual Pension Insurance Co |
2025 Q3
|
11/12/2025 |
614
|
$6.1 B
|
| WASHINGTON TRUST Co |
2025 Q3
|
11/12/2025 |
482
|
$3.0 B
|
| Briar Hall Management LLC |
2025 Q3
|
11/12/2025 |
2
|
$6.7 B
|
| Omega Financial Group, LLC |
2025 Q3
|
11/12/2025 |
113
|
$300 M
|
| BCGM Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
177
|
$380 M
|
| First Long Island Investors, LLC |
2025 Q3
|
11/12/2025 |
69
|
$1.3 B
|
| Fairtree Asset Management (Pty) Ltd |
2025 Q3
|
11/12/2025 |
94
|
$150 M
|
| Fisher Asset Management, LLC |
2025 Q3
|
11/12/2025 |
1,014
|
$280 B
|
| LATHROP INVESTMENT MANAGEMENT CO |
2025 Q3
|
11/12/2025 |
82
|
$540 M
|
| Waverton Investment Management Ltd |
2025 Q3
|
11/12/2025 |
101
|
$7.8 B
|
| MYCIO WEALTH PARTNERS, LLC |
2025 Q3
|
11/12/2025 |
47
|
$430 M
|
| Park Square Financial Group, LLC |
2025 Q3
|
11/12/2025 |
323
|
$23 M
|
| London & Capital Asset Management Ltd |
2025 Q3
|
11/12/2025 |
81
|
$1.4 B
|
| Ted Buchan & Co |
2025 Q3
|
11/12/2025 |
83
|
$260 M
|
| DAVIS R M INC |
2025 Q3
|
11/12/2025 |
271
|
$5.7 B
|
| ROYCE & ASSOCIATES LP |
2025 Q3
|
11/12/2025 |
762
|
$10 B
|
| Accent Capital Management, LLC |
2025 Q3
|
11/12/2025 |
380
|
$240 M
|
| BARR E S & CO |
2025 Q3
|
11/12/2025 |
115
|
$1.8 B
|
| OKABENA INVESTMENT SERVICES INC |
2025 Q3
|
11/12/2025 |
138
|
$510 M
|
| HARBOUR INVESTMENTS, INC. |
2025 Q3
|
11/12/2025 |
3,746
|
$4.4 B
|
| FIRST TRUST ADVISORS LP |
2025 Q3
|
11/12/2025 |
2,822
|
$130 B
|
| Blackston Financial Advisory Group, LLC |
2025 Q3
|
11/12/2025 |
110
|
$170 M
|
| BEARING POINT CAPITAL, LLC |
2025 Q3
|
11/12/2025 |
164
|
$580 M
|
| Roundview Capital LLC |
2025 Q3
|
11/12/2025 |
336
|
$1.6 B
|
| Future Fund LLC |
2025 Q3
|
11/12/2025 |
170
|
$280 M
|
| Heritage Trust Co |
2025 Q3
|
11/12/2025 |
454
|
$940 M
|
| Neo Ivy Capital Management |
2025 Q3
|
11/12/2025 |
374
|
$410 M
|
| Gryphon Financial Partners LLC |
2025 Q3
|
11/12/2025 |
324
|
$880 M
|
| JACKSON HILL ADVISORS, LLC |
2025 Q3
|
11/12/2025 |
14
|
$210 M
|
| Lingotto Investment Management LLP |
2025 Q3
|
11/12/2025 |
35
|
$5.4 B
|
| MASECO LLP |
2025 Q3
|
11/12/2025 |
267
|
$2.1 B
|
| Rafferty Asset Management, LLC |
2025 Q3
|
11/12/2025 |
1,104
|
$31 B
|
| SW Investment Management LLC |
2025 Q3
|
11/12/2025 |
8
|
$470 M
|
| Bristol Gate Capital Partners Inc. |
2025 Q3
|
11/12/2025 |
31
|
$1.7 B
|
| Madison Wealth Partners, Inc |
2025 Q3
|
11/12/2025 |
184
|
$510 M
|
| BOSTON RESEARCH & MANAGEMENT INC |
2025 Q3
|
11/12/2025 |
119
|
$450 M
|
| AMERICAN CENTURY COMPANIES INC |
2025 Q3
|
11/12/2025 |
2,779
|
$200 B
|
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2025 Q3
|
11/12/2025 |
127
|
$260 M
|
| Landing Point Financial Group, LLC |
2025 Q3
|
11/12/2025 |
86
|
$190 M
|
| PB INVESTMENT PARTNERS, L.P. |
2025 Q3
|
11/12/2025 |
8
|
$150 M
|