| RiverTree Advisors, LLC |
2025 Q3
|
11/3/2025 |
55
|
$160 M
|
| SEARLE & CO. |
2025 Q3
|
11/3/2025 |
185
|
$380 M
|
| RWWM, Inc. |
2025 Q3
|
11/3/2025 |
33
|
$1.4 B
|
| Blue Creek Capital Management Ltd |
2025 Q3
|
11/3/2025 |
5
|
$81 M
|
| Zeit Capital LLC |
2025 Q3
|
11/3/2025 |
27
|
$150 M
|
| TWIN CITY PRIVATE WEALTH, LLC |
2025 Q3
|
11/3/2025 |
100
|
$130 M
|
| Paralel Advisors LLC |
2025 Q3
|
11/3/2025 |
108
|
$2.6 B
|
| Yong Rong (HK) Asset Management Ltd |
2025 Q3
|
11/3/2025 |
21
|
$490 M
|
| WINNOW WEALTH LLC |
2025 Q3
|
11/3/2025 |
573
|
$130 M
|
| HOGE FINANCIAL SERVICES, LLC |
2025 Q3
|
11/3/2025 |
71
|
$170 M
|
| Madison Park Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
62
|
$120 M
|
| Significant Wealth Partners LLC |
2025 Q3
|
11/3/2025 |
106
|
$200 M
|
| CAPITAL & PLANNING, LLC |
2025 Q3
|
11/3/2025 |
39
|
$160 M
|
| High Note Wealth, LLC |
2025 Q3
|
11/3/2025 |
872
|
$500 M
|
| Human Investing LLC |
2025 Q3
|
11/3/2025 |
130
|
$680 M
|
| Belpointe Asset Management LLC |
2025 Q3
|
11/3/2025 |
982
|
$2.6 B
|
| Channing Global Advisors, LLC |
2025 Q3
|
11/3/2025 |
41
|
$140 M
|
| AlphaQuest LLC |
2025 Q3
|
11/3/2025 |
2,237
|
$1.5 B
|
| Clayton, Dubilier & Rice, LLC |
2025 Q3
|
11/3/2025 |
2
|
$680 M
|
| FOLKETRYGDFONDET |
2025 Q3
|
11/3/2025 |
10
|
$4.3 B
|
| JIM SAULNIER & ASSOCIATES, LLC |
2025 Q3
|
11/3/2025 |
135
|
$180 M
|
| ARRIEN INVESTMENTS, INC. |
2025 Q3
|
11/3/2025 |
40
|
$170 M
|
| TOWNSQUARE CAPITAL LLC |
2025 Q3
|
11/3/2025 |
967
|
$660 M
|
| ARIZONA STATE RETIREMENT SYSTEM |
2025 Q3
|
11/3/2025 |
2,081
|
$19 B
|
| Sherborne Investors Management LP |
2025 Q3
|
11/3/2025 |
1
|
$390 M
|
| Pegasus Asset Management, Inc. |
2025 Q3
|
11/3/2025 |
69
|
$310 M
|
| MERIDIAN MANAGEMENT CO |
2025 Q3
|
11/3/2025 |
104
|
$370 M
|
| Summit Rock Advisors, LP |
2025 Q3
|
11/3/2025 |
1
|
$0
|
| EVERETT HARRIS & CO /CA/ |
2025 Q3
|
11/3/2025 |
329
|
$8.1 B
|
| Your Advocates Ltd., LLP |
2025 Q3
|
11/3/2025 |
222
|
$300 M
|
| Jordan Park Group LLC |
2025 Q3
|
11/3/2025 |
67
|
$1.8 B
|
| Trifecta Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
436
|
$660 M
|
| Blankinship & Foster, LLC |
2025 Q3
|
11/3/2025 |
77
|
$460 M
|
| CAHILL FINANCIAL ADVISORS INC |
2025 Q3
|
11/3/2025 |
326
|
$880 M
|
| IFC Advisors LLC |
2025 Q3
|
11/3/2025 |
170
|
$550 M
|
| Atlantic Private Wealth, LLC |
2025 Q3
|
11/3/2025 |
239
|
$150 M
|
| Knights of Columbus Asset Advisors LLC |
2025 Q3
|
11/3/2025 |
379
|
$1.7 B
|
| Asset Allocation & Management Company, LLC |
2025 Q3
|
11/3/2025 |
88
|
$240 M
|
| Acuitas Investments, LLC |
2025 Q3
|
11/3/2025 |
52
|
$160 M
|
| Scion Asset Management, LLC |
2025 Q3
|
11/3/2025 |
8
|
$1.4 B
|
| PITTENGER & ANDERSON INC |
2025 Q3
|
11/3/2025 |
456
|
$2.7 B
|
| FINANCIAL LIFE ADVISORS |
2025 Q3
|
11/3/2025 |
47
|
$310 M
|
| Smith Asset Management Co., LLC |
2025 Q3
|
11/3/2025 |
67
|
$120 M
|
| SYM FINANCIAL Corp |
2025 Q3
|
11/3/2025 |
409
|
$930 M
|
| AMERICAN INTERNATIONAL GROUP, INC. |
2025 Q3
|
11/3/2025 |
3
|
$3.0 B
|
| Vida Ventures Advisors, LLC |
2025 Q3
|
11/3/2025 |
2
|
$29 M
|
| Schaeffer Financial LLC |
2025 Q3
|
11/3/2025 |
20
|
$110 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q3
|
11/3/2025 |
143
|
$290 M
|
| Aspetuck Financial Management LLC |
2025 Q3
|
11/3/2025 |
71
|
$150 M
|
| Argent Advisors, Inc. |
2025 Q3
|
11/3/2025 |
163
|
$340 M
|
| Broadcrest Asset Management, LLC |
2025 Q3
|
11/3/2025 |
7
|
$44 M
|
| Treasure Coast Financial Planning |
2025 Q3
|
11/3/2025 |
44
|
$180 M
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2025 Q3
|
11/3/2025 |
56
|
$220 M
|
| Advantage Trust Co |
2025 Q3
|
11/3/2025 |
242
|
$220 M
|
| Impact Partnership Wealth, LLC |
2025 Q3
|
11/3/2025 |
309
|
$670 M
|
| Cypress Capital Group |
2025 Q3
|
11/3/2025 |
271
|
$840 M
|
| Ritter Daniher Financial Advisory LLC / DE |
2025 Q3
|
11/3/2025 |
467
|
$570 M
|
| Schiavi & Co LLC |
2025 Q3
|
11/3/2025 |
44
|
$300 M
|
| Alpha Cubed Investments, LLC |
2025 Q3
|
11/3/2025 |
297
|
$2.9 B
|
| VALLEY WEALTH MANAGERS, INC. |
2025 Q3
|
11/3/2025 |
496
|
$1.5 B
|
| CONTINENTAL ADVISORS LLC |
2025 Q3
|
11/3/2025 |
41
|
$230 M
|
| Carl P. Sherr & Co., LLC |
2025 Q3
|
11/3/2025 |
118
|
$210 M
|
| Wealth Management Nebraska |
2025 Q3
|
11/3/2025 |
92
|
$840 M
|
| Tandem Investment Advisors, Inc. |
2025 Q3
|
11/3/2025 |
80
|
$2.9 B
|
| HICKS CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/3/2025 |
28
|
$61 M
|
| Social Capital Group LLC |
2025 Q3
|
11/3/2025 |
1
|
$0
|
| BENEDICT FINANCIAL ADVISORS INC |
2025 Q3
|
11/3/2025 |
129
|
$460 M
|
| Pandora Wealth, Inc. |
2025 Q3
|
11/3/2025 |
226
|
$170 M
|
| Gagnon Advisors, LLC |
2025 Q3
|
11/3/2025 |
24
|
$160 M
|
| GAGNON SECURITIES LLC |
2025 Q3
|
11/3/2025 |
86
|
$500 M
|
| Summit Global Investments |
2025 Q3
|
11/3/2025 |
462
|
$1.7 B
|
| Capital Investment Services of America, Inc. |
2025 Q3
|
11/3/2025 |
84
|
$1.1 B
|
| MTM Investment Management, LLC |
2025 Q3
|
11/3/2025 |
726
|
$310 M
|
| Patton Albertson Miller Group, LLC |
2025 Q3
|
11/3/2025 |
207
|
$830 M
|
| Golden State Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
1,719
|
$910 M
|
| Foundations Investment Advisors, LLC |
2025 Q3
|
11/3/2025 |
1,047
|
$6.9 B
|
| Ruffer LLP |
2025 Q3
|
11/3/2025 |
101
|
$1.8 B
|
| RMR Capital Management, LLC |
2025 Q3
|
11/3/2025 |
80
|
$140 M
|
| Cloud Capital Management, LLC |
2025 Q3
|
11/3/2025 |
1,591
|
$190 M
|
| Paulson Wealth Management Inc. |
2025 Q3
|
11/3/2025 |
136
|
$420 M
|
| Joule Financial, LLC |
2025 Q3
|
11/3/2025 |
115
|
$330 M
|
| HOLLENCREST CAPITAL MANAGEMENT |
2025 Q3
|
11/3/2025 |
1,148
|
$2.8 B
|
| Strategic Advisors LLC |
2025 Q3
|
11/3/2025 |
185
|
$620 M
|
| Paragon Advisors, LLC |
2025 Q3
|
11/3/2025 |
77
|
$390 M
|
| GPS Wealth Strategies Group, LLC |
2025 Q3
|
11/3/2025 |
1,664
|
$950 M
|
| Eos Management, L.P. |
2025 Q3
|
11/3/2025 |
43
|
$250 M
|
| Kapitalo Investimentos Ltda |
2025 Q3
|
11/3/2025 |
64
|
$540 M
|
| Gifford Fong Associates |
2025 Q3
|
11/3/2025 |
122
|
$480 M
|
| Smith Asset Management Co., LLC |
2025 Q2
|
11/3/2025 |
69
|
$120 M
|
| AFBI LP |
2025 Q3
|
11/3/2025 |
1
|
$51 M
|
| Tidemark, LLC |
2025 Q3
|
11/3/2025 |
673
|
$340 M
|
| AE Wealth Management LLC |
2025 Q3
|
11/3/2025 |
23,163
|
$16 B
|
| Archer Investment Corp |
2025 Q3
|
11/3/2025 |
1,212
|
$440 M
|
| ArborFi Advisors, LLC |
2025 Q3
|
11/3/2025 |
49
|
$120 M
|
| Laurus Global Equity Management Inc. |
2025 Q3
|
11/3/2025 |
43
|
$150 M
|
| BIRCHBROOK, INC. |
2025 Q3
|
11/3/2025 |
270
|
$190 M
|
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/3/2025 |
120
|
$230 M
|
| Addison Capital Co |
2025 Q3
|
11/3/2025 |
143
|
$340 M
|
| LRI Investments, LLC |
2025 Q3
|
11/3/2025 |
1,677
|
$1.2 B
|
| Vickerman Investment Advisors, Inc. |
2025 Q3
|
11/3/2025 |
80
|
$490 M
|