| Prostatis Group LLC |
2025 Q3
|
11/4/2025 |
165
|
$400 M
|
| AXS Investments LLC |
2025 Q3
|
11/4/2025 |
194
|
$230 M
|
| Access Investment Management LLC |
2025 Q3
|
11/4/2025 |
167
|
$370 M
|
| Chung Wu Investment Group, LLC |
2025 Q3
|
11/4/2025 |
255
|
$120 M
|
| FDx Advisors, Inc. |
2025 Q3
|
11/4/2025 |
184
|
$330 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
73
|
$510 M
|
| SENTINEL TRUST CO LBA |
2025 Q3
|
11/4/2025 |
129
|
$980 M
|
| Mission Hills Financial Advisory, LLC |
2025 Q3
|
11/4/2025 |
49
|
$190 M
|
| Mediolanum International Funds Ltd |
2025 Q3
|
11/4/2025 |
410
|
$9.5 B
|
| Atle Fund Management AB |
2025 Q3
|
11/4/2025 |
38
|
$27 M
|
| Carrera Capital Advisors |
2025 Q3
|
11/4/2025 |
151
|
$560 M
|
| Mutual Advisors, LLC |
2025 Q3
|
11/4/2025 |
1,281
|
$4.5 B
|
| Ativo Capital Management LLC |
2025 Q3
|
11/4/2025 |
57
|
$120 M
|
| Sanofi |
2025 Q3
|
11/4/2025 |
9
|
$260 M
|
| Terra Alpha Investments LLC |
2025 Q3
|
11/4/2025 |
30
|
$98 M
|
| UPTICK PARTNERS, LLC |
2025 Q3
|
11/4/2025 |
277
|
$380 M
|
| MITCHELL SINKLER & STARR/PA |
2025 Q3
|
11/4/2025 |
142
|
$220 M
|
| REIK & CO., LLC |
2025 Q3
|
11/4/2025 |
77
|
$390 M
|
| RIK SAYLOR FINANCIAL, INC. |
2025 Q3
|
11/4/2025 |
83
|
$140 M
|
| GRITSTONE ASSET MANAGEMENT LLC |
2025 Q3
|
11/4/2025 |
124
|
$97 M
|
| UMB Bank, n.a. |
2025 Q3
|
11/4/2025 |
2,963
|
$6.8 B
|
| CWS Financial Advisors, LLC |
2025 Q3
|
11/4/2025 |
140
|
$360 M
|
| Trinity Legacy Partners, LLC |
2025 Q3
|
11/4/2025 |
98
|
$430 M
|
| LANDAAS & CO /WI /ADV |
2025 Q3
|
11/4/2025 |
124
|
$440 M
|
| Frank, Rimerman Advisors LLC |
2025 Q3
|
11/4/2025 |
593
|
$1.6 B
|
| B&I Capital AG |
2025 Q3
|
11/4/2025 |
29
|
$290 M
|
| Centric Wealth Management |
2025 Q3
|
11/4/2025 |
193
|
$450 M
|
| Blake Schutter Theil Wealth Advisors, LLC |
2025 Q3
|
11/4/2025 |
108
|
$100 M
|
| TAIYO LIFE INSURANCE CO |
2025 Q3
|
11/4/2025 |
9
|
$1.1 B
|
| Flaharty Asset Management, LLC |
2025 Q3
|
11/4/2025 |
130
|
$790 M
|
| Financial Strategies Group, Inc. |
2025 Q3
|
11/4/2025 |
93
|
$520 M
|
| Bank of Italy |
2025 Q3
|
11/4/2025 |
8
|
$2.1 B
|
| FORTEM FINANCIAL GROUP, LLC |
2025 Q3
|
11/4/2025 |
167
|
$350 M
|
| PAX Financial Group, LLC |
2025 Q3
|
11/4/2025 |
216
|
$560 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
139
|
$340 M
|
| Gitterman Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
128
|
$440 M
|
| Forthright Family Wealth Advisory LLC |
2025 Q3
|
11/4/2025 |
56
|
$160 M
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2025 Q3
|
11/4/2025 |
42
|
$13 B
|
| Lingohr Asset Management GmbH |
2025 Q3 - RESTATEMENT
|
11/4/2025 |
94
|
$57 M
|
| Jacksonville Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
68
|
$140 M
|
| Topsail Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
257
|
$590 M
|
| FSA WEALTH PARTNERS, INC. |
2025 Q3
|
11/4/2025 |
91
|
$260 M
|
| Sageworth Trust Co of South Dakota |
2025 Q3
|
11/4/2025 |
49
|
$110 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
232
|
$3.2 B
|
| Martin Investment Management, LLC |
2025 Q3
|
11/4/2025 |
51
|
$390 M
|
| TLS Advisors LLC |
2025 Q3
|
11/4/2025 |
19
|
$34 M
|
| Lee Financial Co |
2025 Q3
|
11/4/2025 |
259
|
$800 M
|
| Aikya Investment Management Ltd |
2025 Q3
|
11/4/2025 |
4
|
$360 M
|
| Independent Advisor Alliance |
2025 Q3
|
11/4/2025 |
1,620
|
$3.8 B
|
| 5th Street Advisors, LLC |
2025 Q3
|
11/4/2025 |
24
|
$200 M
|
| Fourth Dimension Wealth, LLC |
2025 Q3
|
11/4/2025 |
629
|
$260 M
|
| Tejara Capital Ltd |
2025 Q3
|
11/4/2025 |
47
|
$190 M
|
| TRANSCEND CAPITAL ADVISORS, LLC |
2025 Q3
|
11/4/2025 |
701
|
$1.4 B
|
| AUA CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
77
|
$180 M
|
| HAZLETT, BURT & WATSON, INC. |
2025 Q3
|
11/4/2025 |
11,032
|
$280 M
|
| Thrivent Financial for Lutherans |
2025 Q3
|
11/4/2025 |
3,953
|
$51 B
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2025 Q3
|
11/4/2025 |
82
|
$210 M
|
| Victrix Investment Advisors |
2025 Q3
|
11/4/2025 |
70
|
$180 M
|
| Three Cord True Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
32
|
$150 M
|
| CUTLER INVESTMENT COUNSEL LLC |
2025 Q3
|
11/4/2025 |
140
|
$950 M
|
| Columbia Asset Management |
2025 Q3
|
11/4/2025 |
168
|
$530 M
|
| Milestone Resources Group Ltd |
2025 Q3
|
11/4/2025 |
10
|
$2.0 B
|
| SWP FINANCIAL LLC |
2025 Q3
|
11/4/2025 |
74
|
$200 M
|
| Audent Global Asset Management, LLC |
2025 Q3
|
11/4/2025 |
51
|
$140 M
|
| Centerpoint Advisory Group |
2025 Q3
|
11/4/2025 |
108
|
$130 M
|
| Tyche Wealth Partners LLC |
2025 Q3
|
11/4/2025 |
316
|
$570 M
|
| Everhart Financial Group, Inc. |
2025 Q3
|
11/4/2025 |
390
|
$1.0 B
|
| Arcadia Wealth Management, Inc. |
2025 Q3
|
11/4/2025 |
59
|
$160 M
|
| Golden Bell Financial Planning LLC |
2025 Q3
|
11/4/2025 |
35
|
$120 M
|
| L.M. KOHN & COMPANY |
2025 Q3
|
11/4/2025 |
121
|
$83 M
|
| Lingohr Asset Management GmbH |
2025 Q3
|
11/4/2025 |
109
|
$410 M
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2025 Q3
|
11/4/2025 |
1,774
|
$28 B
|
| NIPPON LIFE INSURANCE CO |
2025 Q3
|
11/4/2025 |
4
|
$5.9 B
|
| KPCB DGF II Associates, LLC |
2025 Q3
|
11/3/2025 |
3
|
$79 M
|
| National Pension Service |
2025 Q3
|
11/3/2025 |
552
|
$130 B
|
| NAN FUNG TRINITY (HK) LTD |
2025 Q3
|
11/3/2025 |
71
|
$1.0 B
|
| Private Wealth Partners, LLC |
2025 Q3
|
11/3/2025 |
169
|
$1.4 B
|
| Howard Capital Management Inc. |
2025 Q3
|
11/3/2025 |
422
|
$7.6 B
|
| OneAscent Investment Solutions LLC |
2025 Q3
|
11/3/2025 |
119
|
$94 M
|
| Berman McAleer LLC |
2025 Q3
|
11/3/2025 |
164
|
$710 M
|
| MWA Asset Management |
2025 Q3
|
11/3/2025 |
126
|
$180 M
|
| Parker Financial LLC |
2025 Q3
|
11/3/2025 |
36
|
$240 M
|
| Golden Reserve Retirement LLC |
2025 Q3
|
11/3/2025 |
20
|
$390 M
|
| Core Wealth Partners LLC |
2025 Q3
|
11/3/2025 |
183
|
$220 M
|
| Q Fund Management (Hong Kong) Ltd |
2025 Q3
|
11/3/2025 |
25
|
$140 M
|
| Werba Rubin Papier Wealth Management |
2025 Q3
|
11/3/2025 |
241
|
$620 M
|
| Mason & Associates, LLC |
2025 Q3
|
11/3/2025 |
41
|
$400 M
|
| Twenty Acre Capital LP |
2025 Q3
|
11/3/2025 |
1
|
$12 M
|
| Privium Fund Management B.V. |
2025 Q3
|
11/3/2025 |
59
|
$560 M
|
| Lisanti Capital Growth, LLC |
2025 Q3
|
11/3/2025 |
105
|
$410 M
|
| WELCH & FORBES LLC |
2025 Q3
|
11/3/2025 |
383
|
$8.3 B
|
| McKinley Carter Wealth Services, Inc. |
2025 Q3
|
11/3/2025 |
319
|
$1.9 B
|
| WEALTHGARDEN F.S. LLC |
2025 Q3
|
11/3/2025 |
149
|
$140 M
|
| ORBA Wealth Advisors, L.L.C. |
2025 Q3
|
11/3/2025 |
79
|
$120 M
|
| Atlas Private Wealth Advisors |
2025 Q3
|
11/3/2025 |
135
|
$410 M
|
| Luminvest Wealth Management LLC |
2025 Q3
|
11/3/2025 |
46
|
$310 M
|
| Cornerstone Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
679
|
$1.8 B
|
| Bryn Mawr Trust Advisors, LLC |
2025 Q3
|
11/3/2025 |
438
|
$2.0 B
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2025 Q3
|
11/3/2025 |
106
|
$410 M
|
| Grunden Financial Advisory, Inc. |
2025 Q3
|
11/3/2025 |
31
|
$250 M
|