| L.K. Benson & Company, P.C. |
2025 Q3
|
11/4/2025 |
106
|
$190 M
|
| EQUITY INVESTMENT CORP |
2025 Q3
|
11/4/2025 |
64
|
$4.8 B
|
| Riverpoint Wealth Management Holdings, LLC |
2025 Q3
|
11/4/2025 |
58
|
$460 M
|
| SpringVest Wealth Management LLC |
2025 Q3
|
11/4/2025 |
65
|
$140 M
|
| RCS Financial Planning, LLC |
2025 Q3
|
11/4/2025 |
92
|
$230 M
|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
133
|
$270 M
|
| Unison Advisors LLC |
2025 Q3
|
11/4/2025 |
175
|
$1.1 B
|
| SHAYNE & JACOBS, LLC |
2025 Q3
|
11/4/2025 |
119
|
$320 M
|
| Savant Capital, LLC |
2025 Q3
|
11/4/2025 |
1,908
|
$19 B
|
| Leicht Financial Planning & Wealth Management, Inc. |
2025 Q3
|
11/4/2025 |
15
|
$220 M
|
| Checchi Capital Advisers, LLC |
2025 Q3
|
11/4/2025 |
556
|
$1.9 B
|
| Auxano Advisors, LLC |
2025 Q3
|
11/4/2025 |
172
|
$470 M
|
| Financial Alternatives, Inc |
2025 Q3
|
11/4/2025 |
86
|
$170 M
|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
2025 Q3
|
11/5/2025 |
61
|
$490 M
|
| Lokken Investment Group LLC |
2025 Q3
|
11/4/2025 |
148
|
$290 M
|
| Post Resch Tallon Group Inc. |
2025 Q3
|
11/4/2025 |
109
|
$110 M
|
| Fearless Solutions, LLC dba Best Invest |
2025 Q3
|
11/4/2025 |
115
|
$160 M
|
| Fearless Solutions, LLC dba Best Invest |
2025 Q2
|
11/4/2025 |
109
|
$140 M
|
| Fearless Solutions, LLC dba Best Invest |
2025 Q1
|
11/4/2025 |
100
|
$130 M
|
| Fearless Solutions, LLC dba Best Invest |
2024 Q4
|
11/4/2025 |
96
|
$130 M
|
| SBI Securities Co., Ltd. |
2025 Q3
|
11/4/2025 |
4,192
|
$3.9 B
|
| BEAM WEALTH ADVISORS, INC. |
2025 Q3
|
11/4/2025 |
109
|
$370 M
|
| BAKER BOYER NATIONAL BANK |
2025 Q3
|
11/4/2025 |
108
|
$300 M
|
| Board of Trustees of The Leland Stanford Junior University |
2025 Q3
|
11/4/2025 |
20
|
$850 M
|
| Goodwin Investment Advisory |
2025 Q3
|
11/4/2025 |
229
|
$93 M
|
| Gallacher Capital Management LLC |
2025 Q3
|
11/4/2025 |
296
|
$250 M
|
| HOWE & RUSLING INC |
2025 Q3
|
11/4/2025 |
505
|
$1.5 B
|
| Bronte Capital Management Pty Ltd. |
2025 Q3
|
11/4/2025 |
30
|
$1.1 B
|
| Rakuten Group, Inc. |
2025 Q3
|
11/4/2025 |
3
|
$1.5 B
|
| Bank of Marin |
2025 Q3
|
11/4/2025 |
147
|
$140 M
|
| Ramsay, Stattman, Vela & Price, Inc. |
2025 Q3
|
11/4/2025 |
79
|
$560 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
2025 Q3
|
11/4/2025 |
561
|
$870 M
|
| Optimize Financial Inc |
2025 Q3
|
11/4/2025 |
323
|
$190 M
|
| ENVESTNET ASSET MANAGEMENT INC |
2025 Q3
|
11/4/2025 |
4,505
|
$350 B
|
| HANTZ FINANCIAL SERVICES, INC. |
2025 Q3
|
11/4/2025 |
2,416
|
$6.6 B
|
| Cherry Creek Investment Advisors, Inc. |
2025 Q3
|
11/4/2025 |
117
|
$230 M
|
| Pinnacle West Asset Management, Inc. |
2025 Q3
|
11/4/2025 |
116
|
$150 M
|
| Peregrine Asset Advisers, Inc. |
2025 Q3
|
11/4/2025 |
177
|
$330 M
|
| Hoya Capital Real Estate, LLC |
2025 Q3
|
11/4/2025 |
9
|
$6.0 M
|
| Aspen Capital Management, LLC |
2025 Q3
|
11/4/2025 |
81
|
$390 M
|
| Telos Capital Management, Inc. |
2025 Q3
|
11/4/2025 |
194
|
$1.0 B
|
| Ashton Thomas Private Wealth, LLC |
2025 Q3
|
11/4/2025 |
967
|
$3.9 B
|
| ALTA CAPITAL MANAGEMENT LLC/ |
2025 Q3
|
11/4/2025 |
97
|
$1.8 B
|
| PL Capital Advisors, LLC |
2025 Q3
|
11/4/2025 |
26
|
$300 M
|
| Valley Brook Capital Group, Inc. |
2025 Q3
|
11/4/2025 |
124
|
$150 M
|
| Premier Path Wealth Partners, LLC |
2025 Q3
|
11/4/2025 |
391
|
$780 M
|
| New Dimensions Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
20
|
$110 M
|
| Westside Investment Management, Inc. |
2025 Q3
|
11/4/2025 |
1,763
|
$630 M
|
| FIRST CITIZENS INVESTOR SERVICES, INC. |
2025 Q3
|
11/4/2025 |
23
|
$260 M
|
| Veltria Advisors Corp. |
2025 Q3
|
11/4/2025 |
30
|
$23 M
|
| BASS LEE M /TX/ |
2025 Q3
|
11/4/2025 |
1
|
$0
|
| Van Berkom & Associates Inc. |
2025 Q3
|
11/4/2025 |
63
|
$3.5 B
|
| MARCO INVESTMENT MANAGEMENT LLC |
2025 Q3
|
11/4/2025 |
222
|
$1.3 B
|
| BELLEVUE ASSET MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
487
|
$220 M
|
| STONEBRIDGE ADVISORS LLC |
2025 Q3
|
11/4/2025 |
4
|
$140 M
|
| Penserra Capital Management LLC |
2025 Q3
|
11/4/2025 |
1,555
|
$8.4 B
|
| KINNEVIK AB (PUBL) |
2025 Q3
|
11/4/2025 |
1
|
$66 M
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2025 Q3
|
11/4/2025 |
2
|
$2.2 B
|
| NYL Investors LLC |
2025 Q3
|
11/4/2025 |
36
|
$300 M
|
| SGL Investment Advisors, Inc. |
2025 Q3
|
11/4/2025 |
126
|
$240 M
|
| ADELL HARRIMAN & CARPENTER INC |
2025 Q3
|
11/4/2025 |
170
|
$1.6 B
|
| Valtinson Bruner Financial Planning LLC |
2025 Q3
|
11/4/2025 |
161
|
$340 M
|
| NEW YORK LIFE INSURANCE CO |
2025 Q3
|
11/4/2025 |
5
|
$410 M
|
| Unison Asset Management LLC |
2025 Q3
|
11/4/2025 |
32
|
$200 M
|
| AMAZON COM INC |
2025 Q3
|
11/4/2025 |
7
|
$2.5 B
|
| North Berkeley Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
65
|
$130 M
|
| BASS SID R |
2025 Q3
|
11/4/2025 |
1
|
$0
|
| Strengthening Families & Communities, LLC |
2025 Q3
|
11/4/2025 |
720
|
$450 M
|
| HARTFORD INVESTMENT MANAGEMENT CO |
2025 Q3
|
11/4/2025 |
498
|
$3.3 B
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
128
|
$570 M
|
| Elm Partners Management LLC |
2025 Q3
|
11/4/2025 |
149
|
$2.0 B
|
| INCA Investments LLC |
2025 Q3
|
11/4/2025 |
9
|
$220 M
|
| University of Maryland Foundation, Inc. |
2025 Q3
|
11/4/2025 |
2
|
$5.3 M
|
| Atala Financial Inc |
2025 Q3
|
11/4/2025 |
128
|
$160 M
|
| Solutions 4 Wealth, Ltd |
2025 Q3
|
11/4/2025 |
56
|
$64 M
|
| Cornerstone Planning Group LLC |
2025 Q3
|
11/4/2025 |
1,694
|
$620 M
|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2025 Q3
|
11/4/2025 |
71
|
$340 M
|
| Compass Financial Services Inc |
2025 Q3
|
11/4/2025 |
323
|
$230 M
|
| Physician Wealth Advisors, Inc. |
2025 Q3
|
11/4/2025 |
1,899
|
$700 M
|
| Bass Edward P |
2025 Q3
|
11/4/2025 |
1
|
$0
|
| Wallace Hart LLC |
2025 Q3
|
11/4/2025 |
45
|
$140 M
|
| Pettee Investors, Inc. |
2025 Q3
|
11/4/2025 |
108
|
$180 M
|
| Shakespeare Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
104
|
$440 M
|
| BROWN WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
99
|
$360 M
|
| Performa Ltd (US), LLC |
2025 Q3
|
11/4/2025 |
53
|
$380 M
|
| SUMMIT PARTNERS L P |
2025 Q3
|
11/4/2025 |
8
|
$920 M
|
| HERITAGE INVESTORS MANAGEMENT CORP |
2025 Q3
|
11/4/2025 |
251
|
$3.3 B
|
| First Citizens Asset Management, Inc. |
2025 Q3
|
11/4/2025 |
26
|
$280 M
|
| SUMMIT PARTNERS L P |
2025 Q2 - RESTATEMENT
|
11/4/2025 |
7
|
$1.4 B
|
| ABOUND FINANCIAL, LLC |
2025 Q3
|
11/4/2025 |
70
|
$250 M
|
| Richmond Hill Investments, LLC |
2025 Q3
|
11/4/2025 |
3
|
$190 M
|
| Galaxy Digital Capital Management LP |
2025 Q3
|
11/4/2025 |
1
|
$0
|
| KEYSTONE GROUP, L.P. |
2025 Q3
|
11/4/2025 |
1
|
$0
|
| Allianz Asset Management GmbH |
2025 Q3
|
11/4/2025 |
3,678
|
$90 B
|
| BROWN CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/4/2025 |
54
|
$2.4 B
|
| Silphium Asset Management Ltd |
2025 Q3
|
11/4/2025 |
39
|
$340 M
|
| MARSHALL FINANCIAL GROUP INC /ADV |
2025 Q3
|
11/4/2025 |
53
|
$360 M
|
| 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
|