| Kassira Wealth Management LLC |
2025 Q3
|
11/7/2025 |
53
|
$100 M
|
| LONG WALK MANAGEMENT LP |
2025 Q3
|
11/7/2025 |
9
|
$490 M
|
| Cardano Risk Management B.V. |
2025 Q3
|
11/7/2025 |
32
|
$9.4 B
|
| Wealthcare Capital Partners, LLC |
2025 Q3
|
11/7/2025 |
148
|
$220 M
|
| CLEAR INVESTMENT RESEARCH, LLC |
2025 Q3
|
11/7/2025 |
256
|
$75 M
|
| Wealthcare Advisory Partners LLC |
2025 Q3
|
11/7/2025 |
1,017
|
$4.8 B
|
| GSA CAPITAL PARTNERS LLP |
2025 Q3
|
11/7/2025 |
1,596
|
$1.2 B
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/7/2025 |
83
|
$980 M
|
| Bedel Financial Consulting, Inc. |
2025 Q3
|
11/7/2025 |
289
|
$780 M
|
| Astoria Strategic Wealth, Inc. |
2025 Q3
|
11/7/2025 |
35
|
$400 M
|
| Merit Financial Group, LLC |
2025 Q3 - RESTATEMENT
|
11/7/2025 |
6,380
|
$11 B
|
| ROTHSCHILD INVESTMENT LLC |
2025 Q3
|
11/7/2025 |
3,135
|
$1.8 B
|
| Brightwater Advisory LLC |
2025 Q3
|
11/7/2025 |
59
|
$150 M
|
| Pamalican Asset Management Ltd |
2025 Q3
|
11/7/2025 |
1
|
$0
|
| HILL ISLAND FINANCIAL LLC |
2025 Q3
|
11/7/2025 |
76
|
$400 M
|
| Southeast Asset Advisors, LLC |
2025 Q3
|
11/7/2025 |
209
|
$920 M
|
| SUMMITRY LLC |
2025 Q3
|
11/7/2025 |
222
|
$2.4 B
|
| Pitti Group Wealth Management, LLC |
2025 Q3
|
11/7/2025 |
75
|
$120 M
|
| Ballast, Inc. |
2025 Q3
|
11/7/2025 |
134
|
$410 M
|
| Ballast, Inc. |
2025 Q2 - RESTATEMENT
|
11/7/2025 |
128
|
$380 M
|
| Swan Global Investments, LLC |
2025 Q3
|
11/7/2025 |
71
|
$3.6 B
|
| MMBG INVESTMENT ADVISORS CO. |
2025 Q3
|
11/7/2025 |
179
|
$1.1 B
|
| M&G PLC |
2025 Q3
|
11/7/2025 |
406
|
$19 B
|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2025 Q3
|
11/7/2025 |
887
|
$2.0 B
|
| Valence8 US LP |
2025 Q3
|
11/7/2025 |
14
|
$290 M
|
| Beacon Capital Management, LLC |
2025 Q3
|
11/7/2025 |
140
|
$700 M
|
| HEARTLAND ADVISORS INC |
2025 Q3
|
11/7/2025 |
237
|
$1.9 B
|
| Supplemental Annuity Collective Trust of NJ |
2025 Q3
|
11/7/2025 |
208
|
$380 M
|
| NJ State Employees Deferred Compensation Plan |
2025 Q3
|
11/7/2025 |
437
|
$910 M
|
| Cassaday & Co Wealth Management LLC |
2025 Q3
|
11/7/2025 |
344
|
$4.3 B
|
| New Jersey Better Educational Savings Trust |
2025 Q3
|
11/7/2025 |
9
|
$59 M
|
| GoodHaven Capital Management, LLC |
2025 Q3
|
11/7/2025 |
26
|
$310 M
|
| GUIDANCE CAPITAL, INC |
2025 Q3
|
11/7/2025 |
202
|
$380 M
|
| Accretive Wealth Partners, LLC |
2025 Q3
|
11/7/2025 |
152
|
$330 M
|
| Mondrian Investment Partners LTD |
2025 Q3
|
11/7/2025 |
97
|
$6.0 B
|
| Balentine LLC |
2025 Q3
|
11/7/2025 |
234
|
$2.7 B
|
| Putney Financial Group LLC |
2025 Q3
|
11/7/2025 |
77
|
$100 M
|
| Skandinaviska Enskilda Banken AB (publ) |
2025 Q3
|
11/7/2025 |
955
|
$25 B
|
| Glenview Trust Co |
2025 Q3
|
11/7/2025 |
780
|
$6.3 B
|
| OAKMONT Corp |
2025 Q3
|
11/7/2025 |
30
|
$560 M
|
| UNITED BANK |
2025 Q3
|
11/7/2025 |
245
|
$840 M
|
| denkapparat Operations GmbH |
2025 Q3
|
11/7/2025 |
274
|
$160 M
|
| CYPRESS FUNDS LLC |
2025 Q3
|
11/7/2025 |
15
|
$760 M
|
| SMART Wealth LLC |
2025 Q3
|
11/7/2025 |
141
|
$270 M
|
| GLOBE LIFE INC. |
2025 Q3
|
11/7/2025 |
2
|
$400 M
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
2025 Q3
|
11/7/2025 |
1
|
$0
|
| MRA Advisory Group |
2025 Q3
|
11/7/2025 |
140
|
$230 M
|
| Oceanside Advisors LLC |
2025 Q3
|
11/7/2025 |
48
|
$160 M
|
| Bell & Brown Wealth Advisors, LLC |
2025 Q3
|
11/7/2025 |
72
|
$310 M
|
| Cosner Financial Group, LLC |
2025 Q3
|
11/7/2025 |
37
|
$190 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q3 - RESTATEMENT
|
11/7/2025 |
408
|
$5.1 B
|
| Bastion Asset Management Inc. |
2025 Q3
|
11/7/2025 |
48
|
$170 M
|
| DENALI ADVISORS LLC |
2025 Q3
|
11/7/2025 |
297
|
$890 M
|
| AFT, FORSYTH & COMPANY, INC. |
2025 Q3
|
11/7/2025 |
116
|
$210 M
|
| TOBAM |
2025 Q3
|
11/7/2025 |
247
|
$280 M
|
| Capital Planning Advisors, LLC |
2025 Q3
|
11/7/2025 |
143
|
$730 M
|
| COLRAIN CAPITAL LLC |
2025 Q3
|
11/7/2025 |
22
|
$180 M
|
| NEOS Investment Management LLC |
2025 Q3
|
11/7/2025 |
1,122
|
$13 B
|
| Fox Financial, Inc |
2025 Q3
|
11/7/2025 |
12
|
$130 M
|
| Zweig-DiMenna Associates LLC |
2025 Q3
|
11/7/2025 |
99
|
$1.4 B
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2025 Q3
|
11/7/2025 |
163
|
$470 M
|
| Founders Financial Alliance, LLC |
2025 Q3
|
11/7/2025 |
713
|
$530 M
|
| VANGUARD GROUP INC |
2025 Q3
|
11/7/2025 |
17,690
|
$6.7 T
|
| Texas Yale Capital Corp. |
2025 Q3
|
11/7/2025 |
482
|
$3.2 B
|
| Providence Financial Advisors, LLC |
2025 Q3
|
11/7/2025 |
49
|
$100 M
|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2025 Q3
|
11/7/2025 |
877
|
$6.9 B
|
| McMill Wealth Management |
2025 Q3
|
11/7/2025 |
55
|
$350 M
|
| Generation Capital Management LLC |
2025 Q3
|
11/7/2025 |
80
|
$140 M
|
| EAGLE WEALTH STRATEGIES LLC |
2025 Q3
|
11/7/2025 |
108
|
$200 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2025 Q3
|
11/7/2025 |
167
|
$680 M
|
| Amica Retiree Medical Trust |
2025 Q3
|
11/7/2025 |
141
|
$73 M
|
| FIFTH THIRD BANCORP |
2025 Q3
|
11/7/2025 |
2,662
|
$31 B
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/7/2025 |
197
|
$400 M
|
| Phillips Wealth Planners LLC |
2025 Q3
|
11/7/2025 |
201
|
$120 M
|
| AMICA MUTUAL INSURANCE CO |
2025 Q3
|
11/7/2025 |
142
|
$1.1 B
|
| Smithfield Trust Co |
2025 Q3
|
11/7/2025 |
1,259
|
$2.2 B
|
| Crow's Nest Holdings LP |
2025 Q3
|
11/7/2025 |
9
|
$480 M
|
| WealthBridge Capital Management, LLC |
2025 Q3
|
11/7/2025 |
214
|
$430 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
2025 Q3
|
11/7/2025 |
351
|
$1.2 B
|
| Addison Advisors LLC |
2025 Q3
|
11/7/2025 |
1,138
|
$430 M
|
| BROOKTREE CAPITAL MANAGEMENT |
2025 Q3
|
11/7/2025 |
42
|
$160 M
|
| HTG Investment Advisors, Inc. |
2025 Q3
|
11/7/2025 |
75
|
$300 M
|
| Main Street Group, LTD |
2025 Q3
|
11/7/2025 |
1,447
|
$340 M
|
| CALTON & ASSOCIATES, INC. |
2025 Q3
|
11/7/2025 |
425
|
$670 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2025 Q3
|
11/7/2025 |
57
|
$170 M
|
| BSN CAPITAL PARTNERS Ltd |
2025 Q3
|
11/7/2025 |
20
|
$1.3 B
|
| Hardy Reed LLC |
2025 Q3
|
11/7/2025 |
240
|
$1.4 B
|
| GOLDEN ROAD ADVISORS LLC |
2025 Q3
|
11/7/2025 |
53
|
$170 M
|
| JPMORGAN CHASE & CO |
2025 Q3
|
11/7/2025 |
32,847
|
$1.7 T
|
| State of New Jersey Common Pension Fund D |
2025 Q3
|
11/7/2025 |
1,460
|
$27 B
|
| PURSUE WEALTH PARTNERS LLC |
2025 Q3
|
11/7/2025 |
110
|
$180 M
|
| Avanda Investment Management Pte. Ltd. |
2025 Q3
|
11/7/2025 |
28
|
$130 M
|
| Settian Capital LP |
2025 Q3
|
11/7/2025 |
23
|
$150 M
|
| Kapstone Financial Advisors LLC |
2025 Q3
|
11/7/2025 |
122
|
$210 M
|
| ForthRight Wealth Management, LLC |
2025 Q3
|
11/7/2025 |
69
|
$340 M
|
| Presidio Capital Management, LLC |
2025 Q3
|
11/7/2025 |
70
|
$290 M
|
| Pelham Capital Ltd. |
2025 Q3
|
11/7/2025 |
13
|
$200 M
|
| Riverstone Advisors, LLC |
2025 Q3
|
11/7/2025 |
62
|
$200 M
|
| Troy Asset Management Ltd |
2025 Q3
|
11/7/2025 |
32
|
$3.9 B
|
| Tower Wealth Partners, Inc. |
2025 Q3
|
11/7/2025 |
90
|
$180 M
|