| Independence Financial Advisors, LLC |
2025 Q2
|
8/8/2025 |
51
|
$260 M
|
| Empower Advisory Group, LLC |
2025 Q2
|
8/8/2025 |
497
|
$33 B
|
| Security Financial Services, INC. |
2025 Q2
|
8/8/2025 |
181
|
$570 M
|
| Foundations Investment Advisors, LLC |
2025 Q2
|
8/8/2025 |
1,111
|
$6.3 B
|
| Lindsell Train Ltd |
2025 Q2
|
8/8/2025 |
29
|
$4.2 B
|
| KANE INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
8/8/2025 |
89
|
$190 M
|
| Olympiad Research LP |
2025 Q2
|
8/8/2025 |
170
|
$61 M
|
| Prospect Financial Services LLC |
2025 Q2 - RESTATEMENT
|
8/8/2025 |
100
|
$160 M
|
| Old West Investment Management, LLC |
2025 Q2
|
8/8/2025 |
62
|
$300 M
|
| Mittelman Wealth Management |
2025 Q2
|
8/8/2025 |
38
|
$120 M
|
| ISLAY CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/8/2025 |
202
|
$160 M
|
| MASON STREET ADVISORS, LLC |
2025 Q2
|
8/8/2025 |
15
|
$850 M
|
| Stephenson & Company, Inc. |
2025 Q2
|
8/8/2025 |
42
|
$160 M
|
| Angel Oak Capital Advisors, LLC |
2025 Q2
|
8/8/2025 |
34
|
$71 M
|
| Davis Selected Advisers |
2025 Q2
|
8/8/2025 |
107
|
$19 B
|
| WRAPMANAGER INC |
2025 Q2
|
8/8/2025 |
213
|
$410 M
|
| Crossmark Global Holdings, Inc. |
2025 Q2
|
8/8/2025 |
1,322
|
$6.2 B
|
| SG Americas Securities, LLC |
2025 Q2
|
8/8/2025 |
2,879
|
$24 B
|
| Sustainable Growth Advisers, LP |
2025 Q2
|
8/8/2025 |
98
|
$19 B
|
| Cooper Capital Advisors LLC |
2025 Q2
|
8/8/2025 |
34
|
$100 M
|
| Advisory Resource Group |
2025 Q2
|
8/8/2025 |
167
|
$520 M
|
| Altiora Financial Group, LLC |
2025 Q2
|
8/8/2025 |
93
|
$510 M
|
| WealthShield Partners, LLC |
2025 Q2
|
8/8/2025 |
555
|
$830 M
|
| Compass Financial Services Inc |
2025 Q2
|
8/8/2025 |
302
|
$210 M
|
| GTS SECURITIES LLC |
2025 Q2
|
8/8/2025 |
1,198
|
$2.2 B
|
| PROSPECTOR PARTNERS LLC |
2025 Q2
|
8/8/2025 |
94
|
$870 M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2025 Q2
|
8/8/2025 |
113
|
$520 M
|
| C V STARR & CO INC |
2025 Q2
|
8/8/2025 |
5
|
$190 M
|
| Laurel Wealth Planning LLC |
2025 Q2
|
8/8/2025 |
56
|
$180 M
|
| Vestcor Inc |
2025 Q2
|
8/8/2025 |
1,154
|
$3.3 B
|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
2025 Q2
|
8/8/2025 |
3,634
|
$320 B
|
| Beacon Harbor Wealth Advisors, Inc. |
2025 Q2
|
8/8/2025 |
73
|
$400 M
|
| Holos Integrated Wealth LLC |
2025 Q1
|
8/8/2025 |
314
|
$150 M
|
| Holos Integrated Wealth LLC |
2024 Q4
|
8/8/2025 |
314
|
$150 M
|
| Starr Indemnity & Liability Co |
2025 Q2
|
8/8/2025 |
4
|
$270 M
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
2025 Q2
|
8/8/2025 |
254
|
$630 M
|
| CFO4Life Group, LLC |
2025 Q2
|
8/8/2025 |
228
|
$640 M
|
| Spectrum Asset Management, Inc. |
2025 Q2
|
8/8/2025 |
4
|
$66 M
|
| Carl P. Sherr & Co., LLC |
2025 Q2
|
8/8/2025 |
118
|
$200 M
|
| Financial Life Planners |
2025 Q2
|
8/8/2025 |
54
|
$120 M
|
| Phoenix Wealth Advisors |
2025 Q2
|
8/8/2025 |
125
|
$240 M
|
| BURLING WEALTH PARTNERS, LLC |
2025 Q2
|
8/8/2025 |
173
|
$540 M
|
| King Wealth Management Group |
2025 Q2
|
8/8/2025 |
158
|
$740 M
|
| Donoghue Forlines LLC |
2025 Q2
|
8/8/2025 |
102
|
$350 M
|
| Your Advocates Ltd., LLP |
2025 Q2
|
8/8/2025 |
204
|
$280 M
|
| Oak Harvest Investment Services |
2025 Q2
|
8/8/2025 |
217
|
$800 M
|
| Glassman Wealth Services |
2025 Q2
|
8/8/2025 |
182
|
$650 M
|
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. |
2025 Q2
|
8/8/2025 |
691
|
$11 B
|
| SITTNER & NELSON, LLC |
2025 Q2
|
8/8/2025 |
507
|
$250 M
|
| DAIDO LIFE INSURANCE CO |
2025 Q2
|
8/8/2025 |
6
|
$670 M
|
| NIXON PEABODY TRUST CO |
2025 Q2
|
8/8/2025 |
148
|
$1.3 B
|
| Evolution Wealth Advisors, LLC |
2025 Q2
|
8/8/2025 |
170
|
$680 M
|
| TRUSTCO BANK CORP N Y |
2025 Q2
|
8/8/2025 |
130
|
$100 M
|
| Tanglewood Legacy Advisors, LLC |
2025 Q2
|
8/8/2025 |
283
|
$240 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
2025 Q2
|
8/8/2025 |
181
|
$880 M
|
| Strategies Wealth Advisors, LLC |
2025 Q2
|
8/8/2025 |
185
|
$920 M
|
| Sensible Financial Planning & Management, LLC. |
2025 Q2
|
8/8/2025 |
37
|
$530 M
|
| Empower Annuity Insurance Co |
2025 Q2
|
8/8/2025 |
1
|
$270 M
|
| Compass Wealth Management LLC |
2025 Q2
|
8/8/2025 |
152
|
$420 M
|
| 1776 Wealth LLC |
2025 Q2
|
8/8/2025 |
143
|
$240 M
|
| POM Investment Strategies, LLC |
2025 Q2
|
8/8/2025 |
141
|
$140 M
|
| Oak Thistle LLC |
2025 Q2
|
8/8/2025 |
444
|
$680 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2025 Q2
|
8/8/2025 |
4,603
|
$190 B
|
| TIFF ADVISORY SERVICES, LLC |
2025 Q2
|
8/8/2025 |
22
|
$420 M
|
| Pacific Life Fund Advisors LLC |
2025 Q2
|
8/8/2025 |
20
|
$930 M
|
| Rovida Investment Management Ltd |
2025 Q2
|
8/8/2025 |
17
|
$540 M
|
| Jacksonville Wealth Management, LLC |
2025 Q2
|
8/8/2025 |
65
|
$120 M
|
| RAM Investment Partners, LLC |
2025 Q2
|
8/8/2025 |
162
|
$480 M
|
| Capstone Financial Advisors, Inc. |
2025 Q2
|
8/8/2025 |
178
|
$1.7 B
|
| Advisors Capital Management, LLC |
2025 Q2
|
8/8/2025 |
516
|
$7.3 B
|
| L & S Advisors Inc |
2025 Q2
|
8/8/2025 |
339
|
$1.0 B
|
| WP Advisors, LLC |
2025 Q2
|
8/8/2025 |
116
|
$360 M
|
| Family Firm, Inc. |
2025 Q2
|
8/8/2025 |
87
|
$410 M
|
| Omega Financial Group, LLC |
2025 Q2
|
8/8/2025 |
101
|
$280 M
|
| GRANDFIELD & DODD, LLC |
2025 Q2
|
8/8/2025 |
212
|
$1.7 B
|
| Ignite Planners, LLC |
2025 Q2 - RESTATEMENT
|
8/8/2025 |
357
|
$570 M
|
| Brown University |
2025 Q2
|
8/8/2025 |
9
|
$140 M
|
| AJ Advisors, LLC |
2025 Q2
|
8/8/2025 |
37
|
$220 M
|
| Davies Financial Advisors, Inc. |
2025 Q2
|
8/8/2025 |
76
|
$130 M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2025 Q2
|
8/8/2025 |
15
|
$210 M
|
| Richmond Brothers, Inc. |
2025 Q2
|
8/8/2025 |
49
|
$150 M
|
| Credit Capital Investments LLC |
2025 Q2
|
8/8/2025 |
41
|
$71 M
|
| INVESTMENT PARTNERS, LTD. |
2025 Q2
|
8/8/2025 |
158
|
$260 M
|
| W.H. Cornerstone Investments Inc. |
2025 Q2
|
8/8/2025 |
115
|
$160 M
|
| Avalon Trust Co |
2025 Q2
|
8/8/2025 |
400
|
$1.4 B
|
| Spider Management Company, LLC |
2025 Q2
|
8/8/2025 |
2
|
$260 M
|
| BROGAN FINANCIAL, INC. |
2025 Q2
|
8/8/2025 |
59
|
$220 M
|
| THOMPSON DAVIS & CO., INC. |
2025 Q2
|
8/8/2025 |
198
|
$230 M
|
| Good Life Advisors, LLC |
2025 Q2
|
8/8/2025 |
501
|
$1.6 B
|
| WASHINGTON TRUST Co |
2025 Q2
|
8/8/2025 |
454
|
$2.8 B
|
| Capital Investment Counsel, Inc |
2025 Q2
|
8/8/2025 |
246
|
$750 M
|
| Petix & Botte Co |
2025 Q2
|
8/8/2025 |
130
|
$410 M
|
| Francis Financial, Inc. |
2025 Q2
|
8/8/2025 |
167
|
$440 M
|
| MV CAPITAL MANAGEMENT, INC. |
2025 Q2
|
8/8/2025 |
1,081
|
$970 M
|
| Royal Harbor Partners, LLC |
2025 Q2
|
8/8/2025 |
49
|
$270 M
|
| MONETTA FINANCIAL SERVICES INC |
2025 Q2
|
8/8/2025 |
53
|
$140 M
|
| Client First Capital LLC |
2025 Q2
|
8/8/2025 |
23
|
$210 M
|
| Clearstead Advisors, LLC |
2025 Q2
|
8/8/2025 |
2,740
|
$7.1 B
|
| D'Orazio & Associates, Inc. |
2025 Q2
|
8/8/2025 |
279
|
$710 M
|
| First Western Trust Bank |
2025 Q2
|
8/8/2025 |
267
|
$2.2 B
|