| El Puerto de Liverpool, S.A.B. de C.V. |
2025 Q2
|
7/10/2025 |
1
|
$0
|
| TT International Asset Management LTD |
2025 Q2
|
7/10/2025 |
49
|
$520 M
|
| RFG Holdings, Inc. |
2025 Q2
|
7/10/2025 |
59
|
$350 M
|
| Compton Wealth Advisory Group, LLC |
2025 Q2
|
7/10/2025 |
81
|
$400 M
|
| Uptown Financial Advisors LLC |
2025 Q2
|
7/10/2025 |
75
|
$120 M
|
| Family Legacy Financial Solutions, LLC |
2025 Q2
|
7/10/2025 |
247
|
$120 M
|
| Cypress Point Wealth Management, LLC |
2025 Q2
|
7/10/2025 |
79
|
$410 M
|
| Waypoint Wealth Partners Inc. |
2025 Q2
|
7/10/2025 |
76
|
$410 M
|
| NorthCrest Asset Manangement, LLC |
2025 Q2
|
7/10/2025 |
625
|
$3.7 B
|
| COMMUNITY TRUST & INVESTMENT CO |
2025 Q2
|
7/10/2025 |
252
|
$1.7 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q2
|
7/10/2025 |
3,397
|
$60 B
|
| Strathmore Capital Advisors, Inc. |
2025 Q2
|
7/10/2025 |
100
|
$230 M
|
| SK Wealth Management, LLC |
2025 Q2
|
7/10/2025 |
79
|
$230 M
|
| MOLLER WEALTH PARTNERS |
2025 Q2
|
7/10/2025 |
69
|
$450 M
|
| HWG Holdings LP |
2025 Q2
|
7/10/2025 |
54
|
$340 M
|
| Wedmont Private Capital |
2025 Q2
|
7/10/2025 |
742
|
$2.3 B
|
| TOMPKINS FINANCIAL CORP |
2025 Q2
|
7/10/2025 |
725
|
$1.1 B
|
| American Financial Advisors, LLC |
2025 Q2
|
7/10/2025 |
161
|
$720 M
|
| Swedbank AB |
2025 Q2
|
7/10/2025 |
879
|
$89 B
|
| Alecta Tjanstepension Omsesidigt |
2025 Q2
|
7/10/2025 |
66
|
$21 B
|
| Secure Asset Management, LLC |
2025 Q2
|
7/10/2025 |
311
|
$540 M
|
| Baader Bank Aktiengesellschaft |
2025 Q2
|
7/10/2025 |
439
|
$1.4 B
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q2
|
7/10/2025 |
339
|
$320 M
|
| Banque de Luxembourg S.A. |
2025 Q2
|
7/10/2025 |
87
|
$170 M
|
| Stonekeep Investments, LLC |
2025 Q2
|
7/10/2025 |
65
|
$150 M
|
| Asset Value Investors Ltd |
2025 Q2
|
7/10/2025 |
3
|
$140 M
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2025 Q2
|
7/10/2025 |
759
|
$11 B
|
| THREADGILL FINANCIAL, LLC |
2025 Q2
|
7/9/2025 |
47
|
$190 M
|
| Focus Financial Network, Inc. |
2025 Q2
|
7/9/2025 |
704
|
$2.5 B
|
| Professional Financial Advisors, LLC |
2025 Q2
|
7/9/2025 |
116
|
$430 M
|
| Signal Advisors Wealth, LLC |
2025 Q2
|
7/9/2025 |
464
|
$1.3 B
|
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q2
|
7/9/2025 |
288
|
$1.3 B
|
| Shira Ridge Wealth Management |
2025 Q2
|
7/9/2025 |
83
|
$220 M
|
| Brooklyn FI, LLC |
2025 Q2
|
7/9/2025 |
77
|
$390 M
|
| Ayrshire Capital Management LLC |
2025 Q2
|
7/9/2025 |
47
|
$210 M
|
| JACKSON SQUARE CAPITAL, LLC |
2025 Q2
|
7/9/2025 |
146
|
$450 M
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/9/2025 |
95
|
$2.5 B
|
| Vida Ventures Advisors, LLC |
2025 Q2
|
7/9/2025 |
2
|
$16 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2025 Q2
|
7/9/2025 |
176
|
$560 M
|
| Sovran Advisors, LLC |
2025 Q2
|
7/9/2025 |
520
|
$950 M
|
| Sunflower Bank, N.A. |
2025 Q2
|
7/9/2025 |
202
|
$400 M
|
| Arbor Wealth Advisors LLC |
2025 Q2
|
7/9/2025 |
54
|
$120 M
|
| PFW Advisors LLC |
2025 Q2
|
7/9/2025 |
125
|
$330 M
|
| Navigation Wealth Management, Inc. |
2025 Q2
|
7/9/2025 |
24
|
$68 M
|
| Chesley Taft & Associates LLC |
2025 Q2
|
7/9/2025 |
334
|
$2.2 B
|
| DLK Investment Management, LLC |
2025 Q2
|
7/9/2025 |
90
|
$260 M
|
| Pines Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
229
|
$280 M
|
| Stokes Capital Advisors, LLC |
2025 Q2
|
7/9/2025 |
67
|
$410 M
|
| Sunpointe, LLC |
2025 Q2
|
7/9/2025 |
236
|
$250 M
|
| SAPIENT CAPITAL LLC |
2025 Q2
|
7/9/2025 |
373
|
$5.6 B
|
| Southern Style Financial, Inc. |
2025 Q2
|
7/9/2025 |
1
|
$0
|
| Towerpoint Wealth, LLC |
2025 Q2
|
7/9/2025 |
92
|
$230 M
|
| Procyon Advisors, LLC |
2025 Q2
|
7/9/2025 |
465
|
$1.1 B
|
| Taylor Hoffman Capital Management LLC |
2025 Q2
|
7/9/2025 |
119
|
$290 M
|
| Seaside Wealth Management, Inc. |
2025 Q2
|
7/9/2025 |
62
|
$310 M
|
| Systrade AG |
2025 Q2
|
7/9/2025 |
13
|
$88 M
|
| Biltmore Wealth Management, LLC |
2025 Q2
|
7/9/2025 |
58
|
$250 M
|
| Westshore Wealth, LLC |
2025 Q2
|
7/9/2025 |
96
|
$260 M
|
| Pallas Capital Advisors LLC |
2025 Q2
|
7/9/2025 |
859
|
$2.6 B
|
| Graves Light Lenhart Wealth, Inc. |
2025 Q2
|
7/9/2025 |
192
|
$840 M
|
| Affinity Capital Advisors, LLC |
2025 Q2
|
7/9/2025 |
159
|
$580 M
|
| FOCUS Wealth Advisors, LLC |
2025 Q2
|
7/9/2025 |
56
|
$190 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q2
|
7/9/2025 |
234
|
$520 M
|
| GSG Advisors LLC |
2025 Q2
|
7/9/2025 |
119
|
$340 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2025 Q2
|
7/9/2025 |
51
|
$120 M
|
| Mirador Capital Partners LP |
2025 Q2
|
7/9/2025 |
200
|
$620 M
|
| Werlinich Asset Management, LLC |
2025 Q2
|
7/9/2025 |
60
|
$180 M
|
| Gilman Hill Asset Management, LLC |
2025 Q2
|
7/9/2025 |
232
|
$610 M
|
| Fjell Capital, LLC |
2025 Q2
|
7/9/2025 |
53
|
$110 M
|
| Eldred Rock Partners, LLC |
2025 Q2
|
7/9/2025 |
29
|
$330 M
|
| Archer Investment Management, LLC |
2025 Q2
|
7/9/2025 |
53
|
$140 M
|
| LINCOLN CAPITAL CORP |
2025 Q2
|
7/9/2025 |
89
|
$260 M
|
| Lineweaver Wealth Advisors, LLC |
2025 Q2
|
7/9/2025 |
156
|
$630 M
|
| OLIO Financial Planning |
2025 Q2
|
7/9/2025 |
64
|
$320 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2025 Q2
|
7/9/2025 |
162
|
$290 M
|
| DEFINED WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/9/2025 |
106
|
$160 M
|
| O'Brien Wealth Partners LLC |
2025 Q2
|
7/9/2025 |
87
|
$640 M
|
| Radnor Capital Management, LLC |
2025 Q2
|
7/9/2025 |
319
|
$630 M
|
| Kearns & Associates LLC |
2025 Q2
|
7/9/2025 |
44
|
$170 M
|
| CHANNEL WEALTH LLC |
2025 Q2
|
7/9/2025 |
179
|
$350 M
|
| Bruce G. Allen Investments, LLC |
2025 Q2
|
7/9/2025 |
1,079
|
$130 M
|
| DAILY JOURNAL CORP |
2025 Q2
|
7/9/2025 |
4
|
$240 M
|
| Wolff Financial Management LLC |
2025 Q2
|
7/9/2025 |
98
|
$390 M
|
| CATALYST PRIVATE WEALTH, LLC |
2025 Q2
|
7/9/2025 |
79
|
$220 M
|
| Hartz Capital, Inc. |
2025 Q2
|
7/9/2025 |
1
|
$0
|
| Alesco Advisors LLC |
2025 Q2
|
7/9/2025 |
193
|
$3.5 B
|
| Northwest & Ethical Investments L.P. |
2024 Q1
|
7/9/2025 |
485
|
$3.5 B
|
| Burt Wealth Advisors |
2025 Q2
|
7/9/2025 |
116
|
$440 M
|
| Berkshire Bank |
2025 Q2
|
7/9/2025 |
254
|
$440 M
|
| Northwest & Ethical Investments L.P. |
2023 Q4
|
7/9/2025 |
372
|
$3.3 B
|
| Krilogy Financial LLC |
2025 Q2
|
7/9/2025 |
251
|
$1.7 B
|
| Northwest & Ethical Investments L.P. |
2023 Q3
|
7/9/2025 |
385
|
$3.0 B
|
| Northwest & Ethical Investments L.P. |
2023 Q2
|
7/9/2025 |
380
|
$3.1 B
|
| HARBOR CAPITAL ADVISORS, INC. |
2025 Q2
|
7/9/2025 |
1,387
|
$2.4 B
|
| Northwest & Ethical Investments L.P. |
2023 Q1
|
7/9/2025 |
402
|
$3.0 B
|
| Northwest & Ethical Investments L.P. |
2022 Q4
|
7/9/2025 |
402
|
$2.9 B
|
| StrongBox Wealth, LLC |
2025 Q2
|
7/9/2025 |
85
|
$260 M
|
| Lifelong Wealth Advisors, Inc. |
2025 Q2
|
7/9/2025 |
79
|
$300 M
|
| Northwest & Ethical Investments L.P. |
2022 Q3
|
7/9/2025 |
412
|
$2.5 B
|
| Hummer Financial Advisory Services Inc |
2025 Q2
|
7/9/2025 |
114
|
$130 M
|