| Aflac Inc |
2025 Q2
|
8/6/2025 |
3
|
$200 M
|
| Carnegie Lake Advisors LLC |
2025 Q2
|
8/6/2025 |
163
|
$250 M
|
| ROVIN CAPITAL /UT/ /ADV |
2025 Q2
|
8/6/2025 |
187
|
$330 M
|
| Cornerstone Investment Partners, LLC |
2025 Q2
|
8/6/2025 |
210
|
$2.3 B
|
| Harvest Portfolios Group Inc. |
2025 Q2
|
8/6/2025 |
253
|
$4.3 B
|
| Vestmark Advisory Solutions, Inc. |
2025 Q2
|
8/6/2025 |
1,272
|
$6.9 B
|
| Grey Fox Wealth Advisors, LLC |
2025 Q2
|
8/6/2025 |
167
|
$420 M
|
| Aspect Partners, LLC |
2025 Q2
|
8/6/2025 |
712
|
$200 M
|
| Bastion Asset Management Inc. |
2025 Q2
|
8/6/2025 |
54
|
$210 M
|
| AEW CAPITAL MANAGEMENT L P |
2025 Q2
|
8/6/2025 |
92
|
$1.9 B
|
| KEYSTONE GROUP, L.P. |
2025 Q2
|
8/6/2025 |
1
|
$0
|
| Juniper Hill Capital Management LP |
2025 Q2
|
8/6/2025 |
4
|
$410 M
|
| Shade Tree Advisors LLC |
2025 Q2
|
8/6/2025 |
17
|
$110 M
|
| Paulson Wealth Management Inc. |
2025 Q2
|
8/6/2025 |
142
|
$390 M
|
| ZEGA Investments, LLC |
2025 Q2
|
8/6/2025 |
141
|
$730 M
|
| Prospera Financial Services Inc |
2025 Q2
|
8/6/2025 |
1,313
|
$5.4 B
|
| RWA WEALTH PARTNERS, LLC |
2025 Q2
|
8/6/2025 |
930
|
$8.0 B
|
| American Assets Capital Advisers, LLC |
2025 Q2
|
8/6/2025 |
40
|
$100 M
|
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
2025 Q2
|
8/6/2025 |
59
|
$630 M
|
| GENRE PARTNERS L P |
2025 Q2
|
8/6/2025 |
1
|
$0
|
| Prodigy Asset Management LLC |
2025 Q2
|
8/6/2025 |
24
|
$150 M
|
| Sage Advisory Services, Ltd.Co. |
2025 Q2
|
8/6/2025 |
43
|
$180 M
|
| ZEVIN ASSET MANAGEMENT LLC |
2025 Q2
|
8/6/2025 |
84
|
$700 M
|
| Longview Financial Advisors LLC |
2025 Q2
|
8/6/2025 |
125
|
$160 M
|
| ETF Store, Inc. |
2025 Q2
|
8/6/2025 |
88
|
$86 M
|
| North Capital, Inc. |
2025 Q2
|
8/6/2025 |
612
|
$120 M
|
| PRINCETON CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/6/2025 |
127
|
$340 M
|
| RESTON WEALTH MANAGEMENT LLC |
2025 Q2
|
8/6/2025 |
54
|
$290 M
|
| NVWM, LLC |
2025 Q2
|
8/6/2025 |
904
|
$410 M
|
| Destiny Capital Corp/CO |
2025 Q2
|
8/6/2025 |
47
|
$170 M
|
| Longview Financial Advisors LLC |
2025 Q1
|
8/6/2025 |
129
|
$150 M
|
| INNEALTA CAPITAL, LLC |
2025 Q2
|
8/6/2025 |
104
|
$190 M
|
| First Eagle Investment Management, LLC |
2025 Q2
|
8/6/2025 |
527
|
$51 B
|
| SMH CAPITAL ADVISORS INC |
2025 Q2
|
8/6/2025 |
46
|
$44 M
|
| Walkner Condon Financial Advisors LLC |
2025 Q2
|
8/6/2025 |
277
|
$540 M
|
| Ipsen Advisor Group LLC |
2025 Q2
|
8/6/2025 |
100
|
$130 M
|
| TOWERVIEW LLC |
2025 Q2
|
8/6/2025 |
20
|
$140 M
|
| S&T Bank/PA |
2025 Q2
|
8/6/2025 |
747
|
$330 M
|
| Bryn Mawr Trust Advisors, LLC |
2025 Q2
|
8/6/2025 |
419
|
$1.8 B
|
| Smart Money Group LLC |
2025 Q2
|
8/6/2025 |
74
|
$320 M
|
| Sustainable Insight Capital Management, LLC |
2025 Q2
|
8/6/2025 |
61
|
$220 M
|
| Maltin Wealth Management, Inc. |
2025 Q2
|
8/6/2025 |
127
|
$220 M
|
| Broadview Financial Management, LLC |
2025 Q2
|
8/6/2025 |
40
|
$150 M
|
| Pekin Hardy Strauss, Inc. |
2025 Q2
|
8/6/2025 |
360
|
$880 M
|
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
2025 Q2
|
8/6/2025 |
107
|
$6.6 B
|
| Atlas Legacy Advisors, LLC |
2025 Q2
|
8/6/2025 |
174
|
$450 M
|
| Savant Capital, LLC |
2025 Q2
|
8/6/2025 |
1,850
|
$16 B
|
| Coleford Investment Management Ltd. |
2025 Q2
|
8/6/2025 |
20
|
$390 M
|
| EXCALIBUR MANAGEMENT CORP |
2025 Q2
|
8/6/2025 |
165
|
$270 M
|
| Forbes Financial Planning, Inc. |
2025 Q2
|
8/6/2025 |
34
|
$150 M
|
| MCRAE CAPITAL MANAGEMENT INC |
2025 Q2
|
8/6/2025 |
102
|
$490 M
|
| Malaga Cove Capital, LLC |
2025 Q2
|
8/6/2025 |
167
|
$250 M
|
| RAELIPSKIE PARTNERSHIP |
2025 Q2
|
8/6/2025 |
117
|
$220 M
|
| Yelin Lapidot Holdings Management Ltd. |
2025 Q2
|
8/6/2025 |
111
|
$550 M
|
| Warm Springs Advisors Inc. |
2025 Q2
|
8/6/2025 |
45
|
$120 M
|
| Warm Springs Advisors Inc. |
2025 Q1
|
8/6/2025 |
50
|
$99 M
|
| KRYGER CAPITAL Ltd |
2025 Q2
|
8/6/2025 |
16
|
$540 M
|
| Sterling Capital Management LLC |
2025 Q2
|
8/6/2025 |
3,270
|
$7.0 B
|
| New Dimensions Wealth Management, LLC |
2025 Q2
|
8/6/2025 |
19
|
$110 M
|
| PARNASSUS INVESTMENTS, LLC |
2025 Q2
|
8/6/2025 |
148
|
$43 B
|
| VALLEY WEALTH MANAGERS, INC. |
2025 Q2
|
8/6/2025 |
491
|
$1.4 B
|
| Geometric Wealth Advisors |
2025 Q2
|
8/6/2025 |
73
|
$670 M
|
| RPS ADVISORY SOLUTIONS LLC |
2025 Q2
|
8/6/2025 |
107
|
$180 M
|
| O'Brien Greene & Co. Inc |
2025 Q2
|
8/6/2025 |
198
|
$310 M
|
| Eukles Asset Management |
2025 Q2
|
8/6/2025 |
237
|
$240 M
|
| Sound Financial Strategies Group, LLC |
2025 Q2
|
8/6/2025 |
95
|
$120 M
|
| Valtinson Bruner Financial Planning LLC |
2025 Q2
|
8/6/2025 |
155
|
$320 M
|
| Texas Yale Capital Corp. |
2025 Q2
|
8/6/2025 |
465
|
$3.1 B
|
| OneAscent Wealth Management LLC |
2025 Q2
|
8/6/2025 |
171
|
$270 M
|
| Horizon Investment Services, LLC |
2025 Q2
|
8/6/2025 |
122
|
$230 M
|
| Headland Capital, LLC |
2025 Q2 - RESTATEMENT
|
8/6/2025 |
57
|
$330 M
|
| Rothschild & Co Wealth Management UK Ltd |
2025 Q2
|
8/6/2025 |
27
|
$6.7 B
|
| Aspetuck Financial Management LLC |
2025 Q2
|
8/6/2025 |
72
|
$130 M
|
| SWF LLC |
2025 Q2
|
8/6/2025 |
13
|
$860 M
|
| Longview Financial Advisors LLC |
2024 Q4
|
8/6/2025 |
134
|
$150 M
|
| Summit Creek Advisors LLC |
2025 Q2
|
8/6/2025 |
68
|
$720 M
|
| Cetera Trust Company, N.A |
2025 Q2
|
8/6/2025 |
359
|
$170 M
|
| YACKTMAN ASSET MANAGEMENT LP |
2025 Q2
|
8/6/2025 |
70
|
$7.4 B
|
| Long Run Wealth Advisors, LLC |
2025 Q2
|
8/6/2025 |
105
|
$480 M
|
| Washington Trust Bank |
2025 Q2
|
8/6/2025 |
343
|
$1.2 B
|
| Achmea Investment Management B.V. |
2025 Q2
|
8/6/2025 |
328
|
$7.7 B
|
| Bullseye Investment Management, LLC |
2025 Q2
|
8/6/2025 |
91
|
$160 M
|
| Golden State Wealth Management, LLC |
2025 Q2
|
8/6/2025 |
1,620
|
$820 M
|
| Quaero Capital S.A. |
2025 Q2
|
8/6/2025 |
65
|
$80 M
|
| RD Finance Ltd |
2025 Q2
|
8/6/2025 |
22
|
$77 M
|
| TWIN CAPITAL MANAGEMENT INC |
2025 Q2
|
8/6/2025 |
256
|
$940 M
|
| Souders Financial Advisors |
2025 Q2
|
8/6/2025 |
200
|
$790 M
|
| Soltis Investment Advisors LLC |
2025 Q2
|
8/6/2025 |
398
|
$1.3 B
|
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2025 Q2
|
8/6/2025 |
66
|
$4.3 B
|
| Paladin Advisory Group, LLC |
2025 Q2
|
8/6/2025 |
250
|
$130 M
|
| Price Capital Management, Inc. |
2025 Q2
|
8/6/2025 |
1
|
$1.4 M
|
| Tradewinds, LLC. |
2025 Q2
|
8/6/2025 |
82
|
$130 M
|
| Mascagni Wealth Management, Inc. |
2025 Q2
|
8/6/2025 |
121
|
$120 M
|
| REGIMEN WEALTH, LLC |
2025 Q2
|
8/6/2025 |
74
|
$320 M
|
| Flagship Private Wealth, LLC |
2025 Q2 - RESTATEMENT
|
8/6/2025 |
103
|
$240 M
|
| Spurstone Advisory Services, LLC |
2025 Q2
|
8/6/2025 |
156
|
$6.6 M
|
| SCF Partners, Inc. |
2025 Q2
|
8/6/2025 |
1
|
$48 M
|
| THOMPSON SIEGEL & WALMSLEY LLC |
2025 Q2
|
8/6/2025 |
395
|
$6.0 B
|
| Nicholas Hoffman & Company, LLC. |
2025 Q2
|
8/6/2025 |
305
|
$3.9 B
|
| Hoxton Planning & Management, LLC |
2025 Q2
|
8/6/2025 |
209
|
$290 M
|