| Raleigh Capital Management Inc. |
2025 Q3
|
11/4/2025 |
545
|
$260 M
|
| DELTA ASSET MANAGEMENT LLC/TN |
2025 Q3
|
11/4/2025 |
613
|
$1.2 B
|
| Finer Wealth Management, Inc. |
2025 Q3
|
11/4/2025 |
86
|
$200 M
|
| UCLA Foundation |
2025 Q3
|
11/4/2025 |
1
|
$0
|
| WCM INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
228
|
$48 B
|
| Transcendent Capital Group LLC |
2025 Q3
|
11/4/2025 |
117
|
$220 M
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2025 Q3
|
11/4/2025 |
193
|
$1.6 B
|
| Callan Family Office, LLC |
2025 Q3
|
11/4/2025 |
848
|
$3.1 B
|
| RAELIPSKIE PARTNERSHIP |
2025 Q3
|
11/4/2025 |
116
|
$230 M
|
| GENRE PARTNERS L P |
2025 Q3
|
11/4/2025 |
1
|
$0
|
| Sollinda Capital Management LLC |
2025 Q3
|
11/4/2025 |
70
|
$360 M
|
| Lord & Richards Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
338
|
$110 M
|
| Simmons Bank |
2025 Q3
|
11/4/2025 |
787
|
$1.5 B
|
| Keeler Thomas Management LLC |
2025 Q3
|
11/4/2025 |
105
|
$250 M
|
| Legend Financial Advisors, Inc. |
2025 Q3
|
11/4/2025 |
39
|
$160 M
|
| Jackson Creek Investment Advisors LLC |
2025 Q3
|
11/4/2025 |
276
|
$350 M
|
| Parker Investment Management, LLC |
2025 Q3
|
11/4/2025 |
40
|
$840 M
|
| Buck Wealth Strategies, LLC |
2025 Q3
|
11/4/2025 |
170
|
$730 M
|
| Morling Financial Advisors, LLC |
2025 Q3
|
11/4/2025 |
105
|
$300 M
|
| COOPER/HAIMS ADVISORS, LLC |
2025 Q3
|
11/4/2025 |
88
|
$210 M
|
| Commonwealth Retirement Investments LLC |
2025 Q3
|
11/4/2025 |
120
|
$290 M
|
| Family Office Research LLC |
2025 Q3
|
11/4/2025 |
72
|
$230 M
|
| WIN ADVISORS, INC |
2025 Q3
|
11/4/2025 |
58
|
$210 M
|
| Wilkinson Global Asset Management LLC |
2025 Q3
|
11/4/2025 |
102
|
$1.6 B
|
| MONEY CONCEPTS CAPITAL CORP |
2025 Q3
|
11/4/2025 |
468
|
$1.6 B
|
| Guerra Advisors Inc |
2025 Q3
|
11/4/2025 |
931
|
$270 M
|
| Nicholson Wealth Management Group, LLC |
2025 Q3
|
11/4/2025 |
108
|
$170 M
|
| Atlantic Union Bankshares Corp |
2025 Q3
|
11/4/2025 |
3,378
|
$5.3 B
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2025 Q3
|
11/4/2025 |
691
|
$350 M
|
| VILLERE ST DENIS J & CO LLC |
2025 Q3
|
11/4/2025 |
81
|
$1.0 B
|
| Running Oak Capital LLC |
2025 Q3
|
11/4/2025 |
108
|
$890 M
|
| TOWERVIEW LLC |
2025 Q3
|
11/4/2025 |
17
|
$140 M
|
| Peak Retirement Planning, Inc. |
2025 Q3
|
11/4/2025 |
128
|
$360 M
|
| MISSION WEALTH MANAGEMENT, LP |
2025 Q3
|
11/4/2025 |
704
|
$5.0 B
|
| PATHWAY CAPITAL MANAGEMENT, LP |
2025 Q3
|
11/4/2025 |
7
|
$20 M
|
| Processus Wealth & Capital Management, LLC |
2025 Q3
|
11/4/2025 |
35
|
$140 M
|
| IMC-Chicago, LLC |
2025 Q3
|
11/4/2025 |
3,755
|
$280 B
|
| SYNTAX RESEARCH, INC. |
2025 Q3
|
11/4/2025 |
190
|
$160 M
|
| AGF MANAGEMENT LTD |
2025 Q3
|
11/4/2025 |
1,024
|
$23 B
|
| Peak Retirement Planning, Inc. |
2025 Q2
|
11/4/2025 |
118
|
$250 M
|
| Comprehensive Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
39
|
$140 M
|
| AKUNA SECURITIES LLC |
2025 Q3
|
11/4/2025 |
13
|
$25 B
|
| Mawer Investment Management Ltd. |
2025 Q3
|
11/4/2025 |
141
|
$19 B
|
| Convergence Investment Partners, LLC |
2025 Q3
|
11/4/2025 |
250
|
$450 M
|
| Ballast Asset Management, LP |
2025 Q3
|
11/4/2025 |
54
|
$220 M
|
| United Community Bank |
2025 Q3
|
11/4/2025 |
592
|
$320 M
|
| ESL Trust Services, LLC |
2025 Q3
|
11/4/2025 |
318
|
$510 M
|
| Badgley Phelps Wealth Managers, LLC |
2025 Q3
|
11/4/2025 |
296
|
$4.8 B
|
| Illumine Investment Management, LLC |
2025 Q3
|
11/4/2025 |
91
|
$140 M
|
| SP Asset Management LLC |
2025 Q3
|
11/4/2025 |
139
|
$1.3 B
|
| GARRISON BRADFORD & ASSOCIATES INC |
2025 Q3
|
11/4/2025 |
30
|
$94 M
|
| RIT CAPITAL PARTNERS PLC |
2025 Q3
|
11/4/2025 |
14
|
$710 M
|
| Peak Retirement Planning, Inc. |
2025 Q1
|
11/4/2025 |
105
|
$180 M
|
| American Assets Capital Advisers, LLC |
2025 Q3
|
11/4/2025 |
36
|
$95 M
|
| Peterson Wealth Services |
2025 Q3
|
11/4/2025 |
216
|
$410 M
|
| Truxt Investmentos Ltda. |
2025 Q3
|
11/4/2025 |
25
|
$140 M
|
| TSFG, LLC |
2025 Q3
|
11/4/2025 |
872
|
$630 M
|
| Grantvest Financial Group LLC |
2025 Q3
|
11/4/2025 |
158
|
$140 M
|
| WOODMONT INVESTMENT COUNSEL LLC |
2025 Q3
|
11/4/2025 |
259
|
$1.5 B
|
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q3
|
11/4/2025 |
2
|
$120 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2025 Q3
|
11/4/2025 |
138
|
$200 M
|
| STRATEGY ASSET MANAGERS LLC |
2025 Q3
|
11/4/2025 |
250
|
$560 M
|
| Christian Investment Advisors, Inc. |
2025 Q3
|
11/4/2025 |
11
|
$120 M
|
| Greykasell Wealth Strategies, Inc. |
2025 Q3
|
11/4/2025 |
406
|
$240 M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/4/2025 |
937
|
$7.8 B
|
| Palmer Knight Co |
2025 Q3
|
11/4/2025 |
33
|
$210 M
|
| State of Wyoming |
2025 Q3
|
11/4/2025 |
1,816
|
$880 M
|
| JONES FINANCIAL COMPANIES LLLP |
2025 Q3
|
11/4/2025 |
5,225
|
$150 B
|
| YACKTMAN ASSET MANAGEMENT LP |
2025 Q3
|
11/4/2025 |
70
|
$7.3 B
|
| Seafarer Capital Partners, LLC |
2025 Q3
|
11/4/2025 |
7
|
$350 M
|
| Arjuna Capital |
2025 Q3
|
11/4/2025 |
106
|
$400 M
|
| Van Cleef Asset Management,Inc |
2025 Q3
|
11/4/2025 |
118
|
$980 M
|
| Altium Capital Management LLC |
2025 Q3
|
11/4/2025 |
1
|
$630 k
|
| Allied Investment Advisors, LLC |
2025 Q3
|
11/4/2025 |
97
|
$630 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q3
|
11/4/2025 |
134
|
$270 M
|
| Pineridge Advisors LLC |
2025 Q3
|
11/4/2025 |
460
|
$350 M
|
| Retirement Solution LLC |
2025 Q3
|
11/4/2025 |
48
|
$420 M
|
| A4 Wealth Advisors LLC |
2025 Q3
|
11/4/2025 |
158
|
$120 M
|
| Veritas Asset Management LLP |
2025 Q3
|
11/4/2025 |
30
|
$9.4 B
|
| TFB Advisors LLC |
2025 Q3
|
11/4/2025 |
308
|
$340 M
|
| Essex Bank |
2025 Q3
|
11/4/2025 |
566
|
$440 M
|
| OAK HARBOR WEALTH PARTNERS, LLC |
2025 Q3
|
11/4/2025 |
255
|
$400 M
|
| Gimbal Financial |
2025 Q3
|
11/4/2025 |
55
|
$170 M
|
| Atlatl Advisers LLC |
2025 Q3
|
11/4/2025 |
164
|
$250 M
|
| Lebenthal Global Advisors, LLC |
2025 Q3
|
11/4/2025 |
298
|
$570 M
|
| Midwest Professional Planners, LTD. |
2025 Q3
|
11/4/2025 |
148
|
$410 M
|
| Lane Generational LLC |
2025 Q3
|
11/4/2025 |
31
|
$120 M
|
| Meridian Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
707
|
$2.6 B
|
| OAKWORTH CAPITAL, INC. |
2025 Q3
|
11/4/2025 |
1,220
|
$1.7 B
|
| GREENHAVEN ASSOCIATES INC |
2025 Q3
|
11/4/2025 |
27
|
$6.6 B
|
| Gibbs Wealth Management |
2025 Q1
|
11/4/2025 |
310
|
$410 M
|
| CAPITAL MANAGEMENT CORP /VA |
2025 Q3
|
11/4/2025 |
79
|
$640 M
|
| Gibbs Wealth Management |
2024 Q4
|
11/4/2025 |
288
|
$370 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2025 Q3
|
11/4/2025 |
4,552
|
$200 B
|
| Gibbs Wealth Management |
2024 Q3
|
11/4/2025 |
262
|
$310 M
|
| Souders Financial Advisors |
2025 Q3
|
11/4/2025 |
206
|
$840 M
|
| Gibbs Wealth Management |
2024 Q2
|
11/4/2025 |
237
|
$250 M
|
| Gibbs Wealth Management |
2024 Q1
|
11/4/2025 |
196
|
$170 M
|
| Heritage Wealth Management, Inc. |
2025 Q3
|
11/4/2025 |
248
|
$340 M
|
| MEKETA INVESTMENT GROUP INC /ADV |
2025 Q3
|
11/4/2025 |
28
|
$30 M
|