| Three Bridge Wealth Advisors, LLC |
2025 Q1
|
5/6/2025 |
84
|
$290 M
|
| Hamilton Point Investment Advisors, LLC |
2025 Q1
|
5/6/2025 |
155
|
$560 M
|
| FreeGulliver LLC |
2025 Q1
|
5/6/2025 |
97
|
$200 M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2025 Q1
|
5/6/2025 |
93
|
$250 M
|
| ROYCE & ASSOCIATES LP |
2025 Q1
|
5/6/2025 |
796
|
$9.2 B
|
| Brookwood Investment Group LLC |
2025 Q1
|
5/6/2025 |
426
|
$580 M
|
| ANTIPODES PARTNERS Ltd |
2025 Q1
|
5/6/2025 |
103
|
$3.2 B
|
| LMDAGG, L.L.C. |
2025 Q1
|
5/6/2025 |
1
|
$30 M
|
| Kelman-Lazarov, Inc. |
2025 Q1
|
5/6/2025 |
116
|
$550 M
|
| a16z Perennial Management, L.P. |
2025 Q1
|
5/6/2025 |
51
|
$870 M
|
| Morling Financial Advisors, LLC |
2025 Q1
|
5/6/2025 |
121
|
$290 M
|
| GHE, LLC |
2025 Q1
|
5/6/2025 |
56
|
$220 M
|
| Jackson Hole Capital Partners, LLC |
2025 Q1
|
5/6/2025 |
279
|
$500 M
|
| Arlington Capital Management, Inc. |
2025 Q1
|
5/6/2025 |
75
|
$130 M
|
| SOUND SHORE MANAGEMENT INC /CT/ |
2025 Q1
|
5/6/2025 |
37
|
$2.9 B
|
| Atria Investments, Inc |
2025 Q1
|
5/6/2025 |
1,890
|
$7.8 B
|
| Tufton Capital Management |
2025 Q1
|
5/6/2025 |
120
|
$520 M
|
| PRINCETON CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/6/2025 |
120
|
$280 M
|
| HAMEL ASSOCIATES, INC. |
2025 Q1
|
5/6/2025 |
71
|
$290 M
|
| Principle Wealth Partners LLC |
2025 Q1
|
5/6/2025 |
340
|
$1.4 B
|
| DAVIS-REA LTD. |
2025 Q1
|
5/6/2025 |
51
|
$380 M
|
| SpringVest Wealth Management LLC |
2025 Q1
|
5/6/2025 |
56
|
$120 M
|
| Birchcreek Wealth Management, LLC |
2025 Q1
|
5/6/2025 |
115
|
$160 M
|
| Corps Capital Advisors, LLC |
2025 Q1
|
5/6/2025 |
77
|
$95 M
|
| LINCLUDEN MANAGEMENT LTD |
2025 Q1
|
5/6/2025 |
72
|
$790 M
|
| Sunbeam Capital Management, LLC |
2025 Q1
|
5/6/2025 |
79
|
$110 M
|
| KELLOGG W K FOUNDATION TRUST |
2025 Q1
|
5/6/2025 |
2
|
$4.2 B
|
| One Wealth Advisors, LLC |
2025 Q1
|
5/6/2025 |
281
|
$670 M
|
| SCF Partners, Inc. |
2025 Q1
|
5/6/2025 |
1
|
$59 M
|
| Cadence Wealth Management LLC |
2025 Q1
|
5/6/2025 |
45
|
$140 M
|
| Innova Wealth Partners |
2025 Q1
|
5/6/2025 |
100
|
$160 M
|
| Lifeworks Advisors, LLC |
2025 Q1
|
5/6/2025 |
307
|
$600 M
|
| Compass Financial Group, Inc. |
2025 Q1
|
5/6/2025 |
37
|
$190 M
|
| JOURNEY STRATEGIC WEALTH LLC |
2025 Q1
|
5/6/2025 |
2,156
|
$2.9 B
|
| Moneda S.A. Administradora General de Fondos |
2025 Q1
|
5/6/2025 |
26
|
$93 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2023 Q3
|
5/6/2025 |
19
|
$73 M
|
| Pacer Advisors, Inc. |
2025 Q1
|
5/6/2025 |
3,649
|
$43 B
|
| Genoa Capital Gestora de Recursos Ltda. |
2023 Q2
|
5/6/2025 |
19
|
$54 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2023 Q1
|
5/6/2025 |
9
|
$34 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2022 Q4
|
5/6/2025 |
17
|
$45 M
|
| RIPOSTE CAPITAL LLC |
2025 Q1
|
5/6/2025 |
26
|
$550 M
|
| Westover Capital Advisors, LLC |
2025 Q1
|
5/6/2025 |
232
|
$450 M
|
| MY Wealth Management Inc. |
2025 Q1
|
5/6/2025 |
26
|
$100 M
|
| Cetera Investment Advisers |
2025 Q1
|
5/6/2025 |
3,975
|
$52 B
|
| AVANTAX ADVISORY SERVICES, INC. |
2025 Q1
|
5/6/2025 |
2,227
|
$16 B
|
| JOHN G ULLMAN & ASSOCIATES INC |
2025 Q1
|
5/6/2025 |
170
|
$650 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2022 Q3
|
5/6/2025 |
4
|
$9.9 M
|
| Gilbert & Cook, Inc. |
2025 Q1
|
5/6/2025 |
203
|
$690 M
|
| Orin Green Financial, LLC |
2025 Q1
|
5/6/2025 |
76
|
$210 M
|
| Tempus Wealth Planning, LLC |
2025 Q1
|
5/6/2025 |
252
|
$330 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2022 Q2
|
5/6/2025 |
20
|
$66 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2022 Q1
|
5/6/2025 |
25
|
$64 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2021 Q4
|
5/6/2025 |
7
|
$14 M
|
| 1492 Capital Management LLC |
2025 Q1
|
5/6/2025 |
112
|
$190 M
|
| Financial & Tax Architects, LLC |
2025 Q1
|
5/6/2025 |
101
|
$400 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2021 Q3
|
5/6/2025 |
6
|
$22 M
|
| Norwood Investment Partners, LP |
2025 Q1
|
5/6/2025 |
14
|
$110 M
|
| MARYLAND CAPITAL ADVISORS INC. |
2025 Q1
|
5/6/2025 |
235
|
$230 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2021 Q2
|
5/6/2025 |
15
|
$59 M
|
| Guardian Wealth Management, Inc. |
2025 Q1
|
5/6/2025 |
229
|
$150 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2021 Q1
|
5/6/2025 |
10
|
$82 M
|
| NOESIS CAPITAL MANGEMENT CORP |
2025 Q1
|
5/6/2025 |
124
|
$500 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2020 Q4
|
5/6/2025 |
6
|
$46 M
|
| WILKINS INVESTMENT COUNSEL INC |
2025 Q1
|
5/6/2025 |
125
|
$700 M
|
| McCollum Christoferson Group LLC |
2025 Q1
|
5/6/2025 |
68
|
$330 M
|
| Advisor OS, LLC |
2025 Q1
|
5/6/2025 |
1,739
|
$880 M
|
| First Pacific Advisors, LP |
2025 Q1
|
5/6/2025 |
57
|
$6.2 B
|
| Kovack Advisors, Inc. |
2025 Q1
|
5/6/2025 |
577
|
$940 M
|
| SFE Investment Counsel |
2025 Q1
|
5/6/2025 |
140
|
$500 M
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2025 Q1
|
5/6/2025 |
180
|
$290 M
|
| Holistic Financial Partners |
2025 Q1
|
5/6/2025 |
123
|
$210 M
|
| AJ Advisors, LLC |
2025 Q1
|
5/6/2025 |
34
|
$200 M
|
| Carnegie Investment Counsel |
2025 Q1
|
5/6/2025 |
482
|
$4.2 B
|
| Mendel Money Management |
2025 Q1
|
5/6/2025 |
136
|
$210 M
|
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/6/2025 |
15
|
$100 M
|
| Machina Capital S.A.S. |
2025 Q1
|
5/6/2025 |
275
|
$340 M
|
| Ninepoint Partners LP |
2025 Q1
|
5/6/2025 |
91
|
$600 M
|
| Northern Financial Advisors Inc |
2025 Q1
|
5/6/2025 |
105
|
$120 M
|
| DIAMOND HILL CAPITAL MANAGEMENT INC |
2025 Q1
|
5/6/2025 |
174
|
$22 B
|
| NorthStar Asset Management LLC /NJ/ |
2025 Q1
|
5/6/2025 |
90
|
$160 M
|
| Glaxis Capital Management, LLC |
2025 Q1
|
5/6/2025 |
23
|
$26 M
|
| ACR Alpine Capital Research, LLC |
2025 Q1
|
5/6/2025 |
72
|
$4.8 B
|
| PINNACLE ASSOCIATES LTD |
2025 Q1
|
5/6/2025 |
828
|
$6.8 B
|
| Guild Investment Management, Inc. |
2025 Q1
|
5/6/2025 |
43
|
$95 M
|
| Unison Advisors LLC |
2025 Q1
|
5/6/2025 |
175
|
$790 M
|
| Dorsey Wright & Associates |
2025 Q1
|
5/6/2025 |
128
|
$390 M
|
| BG Investment Services, Inc. |
2025 Q1
|
5/6/2025 |
35
|
$93 M
|
| Opes Wealth Management LLC |
2025 Q1
|
5/6/2025 |
143
|
$500 M
|
| Forge Financial Services LLC |
2025 Q1
|
5/6/2025 |
21
|
$110 M
|
| AMES NATIONAL CORP |
2025 Q1
|
5/6/2025 |
115
|
$150 M
|
| Wakefield Asset Management LLLP |
2025 Q1
|
5/6/2025 |
197
|
$330 M
|
| M1 Capital Management LLC |
2025 Q1
|
5/6/2025 |
89
|
$160 M
|
| WEDBUSH SECURITIES INC |
2025 Q1
|
5/6/2025 |
1,111
|
$2.7 B
|
| Summit Wealth Partners, LLC |
2025 Q1
|
5/6/2025 |
208
|
$490 M
|
| Retirement Income Solutions, Inc |
2025 Q1
|
5/6/2025 |
146
|
$480 M
|
| MADISON DEARBORN PARTNERS LLC |
2025 Q1
|
5/6/2025 |
1
|
$0
|
| Goodwin Investment Advisory |
2025 Q1
|
5/6/2025 |
155
|
$64 M
|
| J. W. Coons Advisors, LLC |
2025 Q1
|
5/6/2025 |
231
|
$380 M
|
| Price Capital Management, Inc. |
2025 Q1
|
5/6/2025 |
27
|
$40 M
|
| IMA Advisory Services, Inc. |
2025 Q1
|
5/6/2025 |
344
|
$840 M
|