| Weil Company, Inc. |
2025 Q2
|
8/7/2025 |
114
|
$380 M
|
| CENTRAL TRUST Co |
2025 Q2
|
8/7/2025 |
1,960
|
$4.3 B
|
| NWAM LLC |
2025 Q2
|
8/7/2025 |
534
|
$1.2 B
|
| ELLERSON GROUP INC /ADV |
2025 Q2 - RESTATEMENT
|
8/7/2025 |
54
|
$140 M
|
| Legacy Advisors, LLC |
2025 Q2
|
8/7/2025 |
18
|
$6.3 M
|
| MONTAG A & ASSOCIATES INC |
2025 Q2
|
8/7/2025 |
950
|
$2.1 B
|
| KEYNOTE FINANCIAL SERVICES LLC |
2025 Q2
|
8/7/2025 |
162
|
$150 M
|
| PENINSULA ASSET MANAGEMENT INC |
2025 Q2
|
8/7/2025 |
77
|
$190 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q2
|
8/7/2025 |
152
|
$220 M
|
| 49 WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/7/2025 |
180
|
$940 M
|
| Birchcreek Wealth Management, LLC |
2025 Q2
|
8/7/2025 |
115
|
$180 M
|
| MIDLAND WEALTH ADVISORS LLC |
2025 Q2
|
8/7/2025 |
171
|
$1.8 B
|
| Hodges Capital Management Inc. |
2025 Q2
|
8/7/2025 |
209
|
$1.0 B
|
| Aspen Wealth Strategies, LLC |
2025 Q2
|
8/7/2025 |
82
|
$170 M
|
| Stonegate Management LLC |
2025 Q2
|
8/7/2025 |
1
|
$0
|
| S&CO INC |
2025 Q2
|
8/7/2025 |
223
|
$1.6 B
|
| Wealth Forward, LLC |
2025 Q2
|
8/7/2025 |
34
|
$150 M
|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2025 Q2
|
8/7/2025 |
175
|
$110 M
|
| ELLERSON GROUP INC /ADV |
2025 Q2
|
8/7/2025 |
50
|
$130 M
|
| VERUS CAPITAL PARTNERS, LLC |
2025 Q2
|
8/7/2025 |
463
|
$1.2 B
|
| Palouse Capital Management, Inc. |
2025 Q2
|
8/7/2025 |
128
|
$150 M
|
| Fund Evaluation Group, LLC |
2025 Q2
|
8/7/2025 |
79
|
$2.6 B
|
| AVALON CAPITAL MANAGEMENT |
2025 Q2
|
8/7/2025 |
127
|
$370 M
|
| Leith Wheeler Investment Counsel Ltd. |
2025 Q2 - RESTATEMENT
|
8/7/2025 |
65
|
$1.4 B
|
| Simplify Asset Management Inc. |
2025 Q2
|
8/7/2025 |
89
|
$2.0 B
|
| Northwest Bancshares, Inc. |
2025 Q2
|
8/7/2025 |
225
|
$570 M
|
| PCG ASSET MANAGEMENT, LLC |
2025 Q2
|
8/7/2025 |
75
|
$120 M
|
| Davidson Capital Management Inc. |
2025 Q2
|
8/7/2025 |
78
|
$420 M
|
| Pembroke Management, LTD |
2025 Q2
|
8/7/2025 |
78
|
$830 M
|
| Gouws Capital LLC |
2025 Q2
|
8/7/2025 |
54
|
$180 M
|
| Tacita Capital Inc |
2025 Q2
|
8/7/2025 |
215
|
$160 M
|
| Harbor Island Capital LLC |
2025 Q2
|
8/7/2025 |
15
|
$210 M
|
| Blackhawk Capital Partners LLC. |
2025 Q2
|
8/7/2025 |
128
|
$220 M
|
| Gryphon Financial Partners LLC |
2025 Q2
|
8/7/2025 |
610
|
$770 M
|
| VISTA INVESTMENT PARTNERS II, LLC |
2025 Q2
|
8/7/2025 |
138
|
$210 M
|
| Latko Wealth Management, Ltd. |
2025 Q2
|
8/7/2025 |
31
|
$180 M
|
| Resolute Advisors LLC |
2025 Q2
|
8/7/2025 |
72
|
$400 M
|
| READYSTATE ASSET MANAGEMENT LP |
2025 Q2
|
8/7/2025 |
591
|
$3.3 B
|
| Merrion Investment Management Co, LLC |
2025 Q2
|
8/7/2025 |
103
|
$150 M
|
| Tortoise Investment Management, LLC |
2023 Q3 - RESTATEMENT
|
8/7/2025 |
810
|
$670 M
|
| Proficio Capital Partners LLC |
2025 Q2
|
8/7/2025 |
434
|
$1.6 B
|
| Lindenstone AG |
2025 Q2
|
8/7/2025 |
1
|
$0
|
| PAYDEN & RYGEL |
2025 Q2
|
8/7/2025 |
113
|
$1.2 B
|
| Marquard & Bahls AG |
2025 Q2
|
8/7/2025 |
1
|
$0
|
| FLAGSHIP WEALTH ADVISORS, LLC |
2025 Q2
|
8/7/2025 |
366
|
$270 M
|
| MEEDER ASSET MANAGEMENT INC |
2025 Q2
|
8/7/2025 |
1,966
|
$1.6 B
|
| Meeder Advisory Services, Inc. |
2025 Q2
|
8/7/2025 |
610
|
$1.9 B
|
| Prospect Financial Group LLC |
2025 Q2
|
8/7/2025 |
64
|
$96 M
|
| SIERRA OCEAN, LLC |
2025 Q2
|
8/7/2025 |
1,028
|
$140 M
|
| Greystone Financial Group, LLC |
2025 Q2
|
8/7/2025 |
94
|
$610 M
|
| AllGen Financial Advisors, Inc. |
2025 Q2
|
8/7/2025 |
42
|
$370 M
|
| Runnymede Capital Advisors, Inc. |
2025 Q2
|
8/7/2025 |
67
|
$110 M
|
| COMGEST GLOBAL INVESTORS S.A.S. |
2025 Q2
|
8/7/2025 |
64
|
$5.9 B
|
| Alliance Wealth Management Group |
2025 Q2
|
8/7/2025 |
85
|
$390 M
|
| WILKINS INVESTMENT COUNSEL INC |
2025 Q2
|
8/7/2025 |
120
|
$710 M
|
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN |
2025 Q2
|
8/7/2025 |
1
|
$320 M
|
| AMERICAN FINANCIAL GROUP INC |
2025 Q2
|
8/7/2025 |
80
|
$270 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/7/2025 |
212
|
$2.7 B
|
| Accent Capital Management, LLC |
2025 Q2
|
8/7/2025 |
403
|
$220 M
|
| Veritas Asset Management LLP |
2025 Q2
|
8/7/2025 |
34
|
$10 B
|
| CUMBERLAND ADVISORS INC |
2025 Q2
|
8/7/2025 |
49
|
$240 M
|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
2025 Q2
|
8/7/2025 |
3,696
|
$12 B
|
| Illumine Investment Management, LLC |
2025 Q2
|
8/7/2025 |
87
|
$130 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q2
|
8/7/2025 |
50
|
$130 M
|
| GUARDIAN CAPITAL LP |
2025 Q2
|
8/7/2025 |
157
|
$2.8 B
|
| STRATEGY ASSET MANAGERS LLC |
2025 Q2
|
8/7/2025 |
240
|
$540 M
|
| Atala Financial Inc |
2025 Q2
|
8/7/2025 |
128
|
$140 M
|
| WISCONSIN CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/7/2025 |
51
|
$180 M
|
| ALLEN OPERATIONS LLC |
2025 Q2
|
8/7/2025 |
35
|
$730 M
|
| Allen Investment Management, LLC |
2025 Q2
|
8/7/2025 |
199
|
$9.2 B
|
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2025 Q2
|
8/7/2025 |
28
|
$96 M
|
| ALLEN HOLDING INC /NY |
2025 Q2
|
8/7/2025 |
10
|
$1.0 B
|
| Prime Buchholz LLC |
2025 Q2
|
8/7/2025 |
23
|
$310 M
|
| Curtis Advisory Group, LLC |
2025 Q2
|
8/7/2025 |
105
|
$400 M
|
| Nicollet Investment Management, Inc. |
2025 Q2
|
8/7/2025 |
73
|
$300 M
|
| GUIDANCE CAPITAL, INC |
2025 Q2
|
8/7/2025 |
204
|
$350 M
|
| Capital Wealth Planning, LLC |
2025 Q2
|
8/7/2025 |
172
|
$13 B
|
| 1620 INVESTMENT ADVISORS, INC. |
2025 Q2
|
8/7/2025 |
681
|
$140 M
|
| OneDigital Investment Advisors LLC |
2025 Q2
|
8/7/2025 |
1,458
|
$9.0 B
|
| Galibier Capital Management Ltd. |
2025 Q2
|
8/7/2025 |
38
|
$330 M
|
| Sanchez Wealth Management Group |
2025 Q2
|
8/7/2025 |
49
|
$410 M
|
| AXIOM INVESTORS LLC /DE |
2025 Q2
|
8/7/2025 |
138
|
$12 B
|
| Hennion & Walsh Asset Management, Inc. |
2025 Q2
|
8/7/2025 |
920
|
$2.5 B
|
| Argent Advisors, Inc. |
2025 Q2
|
8/7/2025 |
151
|
$320 M
|
| Guardian Partners Inc. |
2025 Q2
|
8/7/2025 |
174
|
$1.1 B
|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2025 Q2
|
8/7/2025 |
910
|
$1.9 B
|
| Pinnacle Wealth Management Advisory Group, LLC |
2025 Q2
|
8/7/2025 |
375
|
$1.2 B
|
| REIK & CO., LLC |
2025 Q2
|
8/7/2025 |
77
|
$400 M
|
| Future Fund LLC |
2025 Q2
|
8/7/2025 |
170
|
$220 M
|
| W ADVISORS, LLC |
2025 Q2
|
8/7/2025 |
212
|
$170 M
|
| Sollinda Capital Management LLC |
2025 Q2
|
8/7/2025 |
93
|
$380 M
|
| GUARDCAP ASSET MANAGEMENT Ltd |
2025 Q2
|
8/7/2025 |
27
|
$5.1 B
|
| Joseph Group Capital Management |
2025 Q2
|
8/7/2025 |
104
|
$300 M
|
| Varma Mutual Pension Insurance Co |
2025 Q2
|
8/7/2025 |
309
|
$14 B
|
| LOM Asset Management Ltd |
2025 Q2
|
8/7/2025 |
252
|
$300 M
|
| Chicago Capital Management, LLC |
2025 Q2
|
8/7/2025 |
40
|
$140 M
|
| Tilson Financial Group, Inc. |
2025 Q2
|
8/7/2025 |
75
|
$270 M
|
| Encompass More Asset Management |
2025 Q2
|
8/7/2025 |
214
|
$430 M
|
| KEATING INVESTMENT COUNSELORS INC |
2025 Q2
|
8/7/2025 |
61
|
$330 M
|
| Zurcher Kantonalbank (Zurich Cantonalbank) |
2025 Q2
|
8/7/2025 |
2,571
|
$41 B
|