| Cassaday & Co Wealth Management LLC |
2025 Q2
|
8/5/2025 |
332
|
$4.0 B
|
| Clarity Wealth Development LLC |
2025 Q2
|
8/5/2025 |
44
|
$100 M
|
| RiverGlades Family Offices LLC |
2025 Q2
|
8/5/2025 |
86
|
$150 M
|
| Sozo Ventures GP II, L.P. |
2025 Q2
|
8/5/2025 |
1
|
$860 k
|
| Lord & Richards Wealth Management, LLC |
2025 Q2
|
8/5/2025 |
353
|
$96 M
|
| MILESTONE ASSET MANAGEMENT, LLC |
2025 Q2
|
8/5/2025 |
257
|
$470 M
|
| Tufton Capital Management |
2025 Q2
|
8/5/2025 |
118
|
$530 M
|
| Rareview Capital LLC |
2025 Q2
|
8/5/2025 |
51
|
$160 M
|
| Marion Wealth Management |
2025 Q2
|
8/5/2025 |
131
|
$400 M
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2025 Q2
|
8/5/2025 |
74
|
$1.7 B
|
| FULLCIRCLE WEALTH LLC |
2025 Q2
|
8/5/2025 |
256
|
$270 M
|
| HUSSMAN STRATEGIC ADVISORS, INC. |
2025 Q2
|
8/5/2025 |
210
|
$440 M
|
| LEVIN CAPITAL STRATEGIES, L.P. |
2025 Q2
|
8/5/2025 |
201
|
$1.0 B
|
| LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2025 Q2
|
8/5/2025 |
15
|
$200 M
|
| CONNABLE OFFICE INC |
2025 Q2
|
8/5/2025 |
224
|
$1.0 B
|
| AMERICAN ASSETS INC |
2025 Q2
|
8/5/2025 |
20
|
$290 M
|
| Obermeyer Wealth Partners |
2025 Q2
|
8/5/2025 |
280
|
$2.0 B
|
| Peregrine Asset Advisers, Inc. |
2025 Q2
|
8/5/2025 |
168
|
$320 M
|
| Bridgewater Advisors Inc. |
2025 Q2
|
8/5/2025 |
428
|
$1.3 B
|
| Sunburst Financial Group, LLC |
2025 Q2
|
8/5/2025 |
116
|
$450 M
|
| Pacific Wealth Strategies Group, Inc. |
2025 Q2
|
8/5/2025 |
59
|
$150 M
|
| MKP Capital Management, L.L.C. |
2025 Q2
|
8/5/2025 |
8
|
$1.9 B
|
| Holistic Financial Partners |
2025 Q2
|
8/5/2025 |
128
|
$230 M
|
| Optivise Advisory Services LLC |
2025 Q2
|
8/5/2025 |
205
|
$200 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/5/2025 |
137
|
$330 M
|
| Next Capital Management LLC |
2025 Q2
|
8/5/2025 |
137
|
$270 M
|
| WorthPointe, LLC |
2025 Q2
|
8/5/2025 |
95
|
$240 M
|
| American Capital Advisory, LLC |
2025 Q2
|
8/5/2025 |
864
|
$200 M
|
| Homestead Advisers Corp |
2025 Q2
|
8/5/2025 |
101
|
$4.2 B
|
| TME FINANCIAL, INC. |
2025 Q2
|
8/5/2025 |
74
|
$120 M
|
| SIMPLEX TRADING, LLC |
2025 Q2
|
8/5/2025 |
9,904
|
$170 B
|
| Elyxium Wealth, LLC |
2025 Q2
|
8/5/2025 |
566
|
$270 M
|
| Plante Moran Financial Advisors, LLC |
2025 Q2
|
8/5/2025 |
772
|
$1.4 B
|
| Sheridan Capital Management, LLC |
2025 Q2
|
8/5/2025 |
28
|
$140 M
|
| MAGNOLIA CAPITAL ADVISORS LLC |
2025 Q2
|
8/5/2025 |
241
|
$400 M
|
| Prosperity Consulting Group, LLC |
2025 Q2
|
8/5/2025 |
448
|
$1.4 B
|
| Code Waechter LLC |
2025 Q2
|
8/5/2025 |
111
|
$140 M
|
| Marest Capital, LLC |
2025 Q2
|
8/5/2025 |
18
|
$130 M
|
| HUNTINGTON NATIONAL BANK |
2025 Q2
|
8/5/2025 |
5,363
|
$15 B
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
2025 Q2
|
8/5/2025 |
215
|
$270 M
|
| Partners Group Holding AG |
2025 Q2
|
8/5/2025 |
40
|
$2.1 B
|
| Key Financial Inc |
2025 Q2
|
8/5/2025 |
1,457
|
$500 M
|
| Bryce Point Capital, LLC |
2025 Q2
|
8/5/2025 |
177
|
$120 M
|
| Corton Capital Inc. |
2025 Q2
|
8/5/2025 |
337
|
$86 M
|
| KDT Advisors, LLC |
2025 Q2
|
8/5/2025 |
67
|
$62 M
|
| Freestone Capital Holdings, LLC |
2025 Q2
|
8/5/2025 |
456
|
$3.0 B
|
| Wellington Shields Capital Management, LLC |
2025 Q2
|
8/5/2025 |
322
|
$590 M
|
| Gladius Capital Management LP |
2025 Q2
|
8/5/2025 |
72
|
$270 M
|
| Wellesley Asset Management |
2025 Q2
|
8/5/2025 |
64
|
$1.0 B
|
| Wellington Shields & Co., LLC |
2025 Q2
|
8/5/2025 |
316
|
$350 M
|
| Ellevest, Inc. |
2025 Q2
|
8/5/2025 |
393
|
$630 M
|
| Seafarer Capital Partners, LLC |
2025 Q2
|
8/5/2025 |
7
|
$370 M
|
| Sage Capital Management, LLC |
2025 Q2
|
8/5/2025 |
157
|
$210 M
|
| Crestwood Advisors Group, LLC |
2025 Q2
|
8/5/2025 |
640
|
$5.6 B
|
| Commonwealth Retirement Investments LLC |
2025 Q2
|
8/5/2025 |
110
|
$260 M
|
| Artemis Wealth Advisors, LLC |
2025 Q2
|
8/5/2025 |
34
|
$880 M
|
| ALM First Financial Advisors, LLC |
2025 Q2
|
8/5/2025 |
23
|
$460 M
|
| TETRAD CORP |
2025 Q2
|
8/5/2025 |
3
|
$1.0 B
|
| Supplemental Annuity Collective Trust of NJ |
2025 Q2
|
8/5/2025 |
203
|
$350 M
|
| Bank of New York Mellon Corp |
2025 Q2
|
8/5/2025 |
32,016
|
$530 B
|
| NJ State Employees Deferred Compensation Plan |
2025 Q2
|
8/5/2025 |
437
|
$850 M
|
| New Jersey Better Educational Savings Trust |
2025 Q2
|
8/5/2025 |
8
|
$39 M
|
| Access Investment Management LLC |
2025 Q2
|
8/5/2025 |
175
|
$350 M
|
| Catterton Management Company, L.L.C. |
2025 Q2
|
8/5/2025 |
3
|
$6.0 B
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2025 Q2
|
8/5/2025 |
50
|
$1.9 B
|
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2025 Q2
|
8/5/2025 |
37
|
$160 M
|
| TSFG, LLC |
2025 Q2
|
8/5/2025 |
853
|
$550 M
|
| SPEECE THORSON CAPITAL GROUP INC |
2025 Q2
|
8/5/2025 |
43
|
$490 M
|
| Compton Financial Group, LLC |
2025 Q2
|
8/5/2025 |
48
|
$380 M
|
| Westside Investment Management, Inc. |
2025 Q2
|
8/5/2025 |
1,672
|
$540 M
|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2025 Q2
|
8/5/2025 |
251
|
$670 M
|
| Golden Bell Financial Planning LLC |
2025 Q2
|
8/5/2025 |
34
|
$110 M
|
| GARRISON BRADFORD & ASSOCIATES INC |
2025 Q2
|
8/5/2025 |
58
|
$90 M
|
| BANK OF MONTREAL /CAN/ |
2025 Q2
|
8/5/2025 |
13,024
|
$210 B
|
| Texas Bank & Trust Co |
2025 Q2
|
8/5/2025 |
412
|
$250 M
|
| Prospect Financial Services LLC |
2025 Q2
|
8/5/2025 |
112
|
$180 M
|
| Intellectus Partners, LLC |
2025 Q2
|
8/5/2025 |
279
|
$460 M
|
| Snider Financial Group |
2025 Q2
|
8/5/2025 |
116
|
$350 M
|
| BURNEY CO/ |
2025 Q2
|
8/5/2025 |
650
|
$3.0 B
|
| Benchmark Financial Wealth Advisors, LLC |
2025 Q2
|
8/5/2025 |
117
|
$300 M
|
| Carrhae Capital LLP |
2025 Q2
|
8/5/2025 |
28
|
$1.4 B
|
| W.G. Shaheen & Associates DBA Whitney & Co |
2025 Q2
|
8/5/2025 |
137
|
$1.0 B
|
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q2
|
8/5/2025 |
159
|
$220 M
|
| Israel Discount Bank of New York |
2025 Q2
|
8/5/2025 |
36
|
$26 M
|
| Torray Investment Partners LLC |
2025 Q2
|
8/5/2025 |
99
|
$690 M
|
| Montanaro Asset Management Ltd |
2025 Q2
|
8/5/2025 |
39
|
$390 M
|
| MMA ASSET MANAGEMENT LLC |
2025 Q2
|
8/5/2025 |
163
|
$260 M
|
| Shaker Financial Services, LLC |
2025 Q2
|
8/5/2025 |
147
|
$280 M
|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
2025 Q2
|
8/5/2025 |
43
|
$61 M
|
| EPG Wealth Management LLC |
2025 Q2
|
8/5/2025 |
310
|
$330 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2025 Q2
|
8/5/2025 |
71
|
$230 M
|
| AAF Wealth Management, LLC |
2025 Q2
|
8/5/2025 |
66
|
$220 M
|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/5/2025 |
128
|
$240 M
|
| Financial Sense Advisors, Inc. |
2025 Q2
|
8/5/2025 |
141
|
$420 M
|
| Gibraltar Capital Management, Inc. |
2025 Q2
|
8/5/2025 |
110
|
$510 M
|
| Hapanowicz & Associates Financial Services, Inc |
2025 Q2
|
8/5/2025 |
34
|
$200 M
|
| AGH Wealth Advisors, LLC |
2025 Q2
|
8/5/2025 |
193
|
$120 M
|
| Ninepoint Partners LP |
2025 Q2
|
8/5/2025 |
87
|
$610 M
|
| Seelaus Asset Management LLC |
2025 Q2
|
8/5/2025 |
178
|
$110 M
|
| CONTINUUM WEALTH ADVISORS, LLC |
2025 Q2
|
8/5/2025 |
62
|
$210 M
|