| 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
|
| ING GROEP NV |
2025 Q2
|
8/6/2025 |
472
|
$16 B
|
| COMMONWEALTH EQUITY SERVICES, LLC |
2025 Q2
|
8/6/2025 |
4,248
|
$76 B
|
| Settian Capital LP |
2025 Q2
|
8/6/2025 |
23
|
$140 M
|
| LeClair Wealth Partners LLC |
2025 Q2
|
8/6/2025 |
100
|
$150 M
|
| Modera Wealth Management, LLC |
2025 Q2
|
8/6/2025 |
648
|
$8.1 B
|
| MIDDLETON & CO INC/MA |
2025 Q2
|
8/6/2025 |
161
|
$890 M
|
| OneAscent Family Office, LLC |
2025 Q2
|
8/6/2025 |
142
|
$110 M
|
| AIA Group Ltd |
2025 Q2
|
8/6/2025 |
355
|
$4.6 B
|
| BRUNI J V & CO /CO |
2025 Q2
|
8/6/2025 |
32
|
$950 M
|
| Legacy Bridge, LLC |
2025 Q2
|
8/6/2025 |
303
|
$210 M
|
| Altrius Capital Management Inc |
2025 Q2
|
8/6/2025 |
84
|
$430 M
|
| BAILLIE GIFFORD & CO |
2025 Q2
|
8/6/2025 |
911
|
$130 B
|
| Vantage Financial Partners, LLC |
2025 Q2
|
8/6/2025 |
203
|
$430 M
|
| Richard Bernstein Advisors LLC |
2025 Q2
|
8/6/2025 |
212
|
$4.1 B
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2025 Q2
|
8/6/2025 |
491
|
$1.3 B
|
| Context Capital Management, LLC |
2025 Q2
|
8/6/2025 |
251
|
$3.0 B
|
| OUTFITTER FINANCIAL LLC |
2025 Q2
|
8/6/2025 |
73
|
$120 M
|
| Black Swift Group, LLC |
2025 Q2
|
8/6/2025 |
104
|
$500 M
|
| DDFG, Inc |
2025 Q2
|
8/6/2025 |
80
|
$400 M
|
| Summit Wealth Group, LLC |
2025 Q2
|
8/6/2025 |
111
|
$390 M
|
| Strategic Financial Partners, Ltd. |
2025 Q2
|
8/6/2025 |
76
|
$220 M
|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
2025 Q2
|
8/6/2025 |
43
|
$1.2 B
|
| Ethos Financial Group, LLC |
2025 Q2
|
8/6/2025 |
475
|
$1.2 B
|
| Graphene Investments SAS |
2025 Q2
|
8/6/2025 |
45
|
$150 M
|
| Three Cord True Wealth Management, LLC |
2025 Q2 - RESTATEMENT
|
8/6/2025 |
28
|
$130 M
|
| Stone House Investment Management, LLC |
2025 Q2
|
8/6/2025 |
520
|
$540 M
|
| PARAGON CAPITAL MANAGEMENT INC |
2025 Q2
|
8/6/2025 |
71
|
$130 M
|
| HORAN Wealth, LLC |
2025 Q2
|
8/6/2025 |
120
|
$330 M
|
| Suncoast Equity Management |
2025 Q2
|
8/6/2025 |
85
|
$980 M
|
| Fairway Financial, LLC |
2025 Q2
|
8/6/2025 |
22
|
$120 M
|
| SouthState Corp |
2025 Q2
|
8/6/2025 |
2,381
|
$2.3 B
|
| C WorldWide Group Holding A/S |
2025 Q2
|
8/6/2025 |
93
|
$7.4 B
|
| Waverton Investment Management Ltd |
2025 Q2
|
8/6/2025 |
105
|
$7.3 B
|
| Sienna Gestion |
2025 Q2
|
8/6/2025 |
159
|
$1.5 B
|
| Andra AP-fonden |
2025 Q2
|
8/6/2025 |
467
|
$7.2 B
|
| PSG Equity L.L.C. |
2025 Q2
|
8/6/2025 |
1
|
$900 M
|
| Horan Securities, Inc. |
2025 Q2
|
8/6/2025 |
152
|
$280 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2025 Q1
|
8/6/2025 |
37
|
$160 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2024 Q3
|
8/6/2025 |
37
|
$150 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2024 Q2
|
8/6/2025 |
32
|
$140 M
|
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. |
2025 Q2
|
8/6/2025 |
1
|
$110 M
|
| Centerpoint Advisory Group |
2025 Q2
|
8/6/2025 |
100
|
$120 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2024 Q1
|
8/6/2025 |
33
|
$130 M
|
| Able Wealth Management LLC |
2025 Q2
|
8/6/2025 |
106
|
$200 M
|
| BROOKTREE CAPITAL MANAGEMENT |
2025 Q2
|
8/6/2025 |
41
|
$150 M
|