| BCGM Wealth Management, LLC |
2025 Q2
|
8/5/2025 |
163
|
$350 M
|
| AG Asset Advisory, LLC |
2025 Q2
|
8/5/2025 |
21
|
$120 M
|
| K.J. Harrison & Partners Inc |
2025 Q2
|
8/5/2025 |
183
|
$600 M
|
| Dunhill Financial, LLC |
2025 Q2
|
8/5/2025 |
1,002
|
$350 M
|
| Verity Asset Management, Inc. |
2025 Q2
|
8/5/2025 |
201
|
$210 M
|
| Astra Wealth Partners LLC |
2025 Q2
|
8/5/2025 |
85
|
$130 M
|
| Machina Capital S.A.S. |
2025 Q2
|
8/5/2025 |
304
|
$480 M
|
| CHASE INVESTMENT COUNSEL CORP |
2025 Q2
|
8/5/2025 |
130
|
$310 M
|
| Allodium Investment Consultants, LLC |
2025 Q2
|
8/5/2025 |
49
|
$160 M
|
| MidAtlantic Capital Management, Inc. |
2025 Q2
|
8/5/2025 |
80
|
$140 M
|
| Counterweight Ventures, LLC |
2025 Q2
|
8/5/2025 |
71
|
$150 M
|
| Mathes Company, Inc. |
2025 Q2
|
8/5/2025 |
122
|
$270 M
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2025 Q2
|
8/5/2025 |
192
|
$1.5 B
|
| DAHRING | CUSMANO LLC |
2025 Q2
|
8/5/2025 |
55
|
$130 M
|
| Citadel Investment Advisory, Inc. |
2025 Q2
|
8/5/2025 |
83
|
$210 M
|
| CEERA INVESTMENTS, LLC |
2025 Q2
|
8/5/2025 |
112
|
$330 M
|
| X-Square Capital, LLC |
2025 Q2
|
8/5/2025 |
177
|
$280 M
|
| Telos Capital Management, Inc. |
2025 Q2
|
8/5/2025 |
196
|
$980 M
|
| Sigma Planning Corp |
2025 Q2
|
8/5/2025 |
1,244
|
$3.3 B
|
| South Dakota Investment Council |
2025 Q2
|
8/5/2025 |
613
|
$5.2 B
|
| Inlet Private Wealth, LLC |
2025 Q2
|
8/5/2025 |
127
|
$410 M
|
| Dynasty Wealth Management, LLC |
2025 Q2
|
8/5/2025 |
228
|
$5.9 B
|
| ALLSTATE CORP |
2025 Q2
|
8/5/2025 |
193
|
$1.4 B
|
| Scarborough Advisors, LLC |
2025 Q2
|
8/5/2025 |
468
|
$500 M
|
| Core Alternative Capital |
2025 Q2
|
8/5/2025 |
345
|
$370 M
|
| Regents Gate Capital LLP |
2025 Q2
|
8/5/2025 |
39
|
$280 M
|
| BARD ASSOCIATES INC |
2025 Q2
|
8/5/2025 |
173
|
$310 M
|
| Cherry Tree Wealth Management, LLC |
2025 Q2
|
8/5/2025 |
606
|
$430 M
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2025 Q2
|
8/5/2025 |
944
|
$19 B
|
| Wakefield Asset Management LLLP |
2025 Q2
|
8/5/2025 |
205
|
$360 M
|
| Carson Advisory Inc. |
2025 Q2
|
8/5/2025 |
171
|
$160 M
|
| Aurdan Capital Management, LLC |
2025 Q2
|
8/5/2025 |
88
|
$290 M
|
| Mountain Hill Investment Partners Corp. |
2025 Q2
|
8/5/2025 |
177
|
$120 M
|
| iA Global Asset Management Inc. |
2025 Q2
|
8/5/2025 |
416
|
$6.6 B
|
| Redwood Wealth Management Group, LLC |
2025 Q2
|
8/5/2025 |
179
|
$220 M
|
| NICHOLAS COMPANY, INC. |
2025 Q2
|
8/5/2025 |
216
|
$6.0 B
|
| Provident Co of the Employees of the Hebrew University LTD |
2025 Q2
|
8/5/2025 |
31
|
$100 M
|
| Eleva Capital SAS |
2025 Q2
|
8/5/2025 |
33
|
$460 M
|
| Integrity Financial Corp /WA |
2025 Q2
|
8/5/2025 |
295
|
$200 M
|
| MUFG Securities EMEA plc |
2025 Q2
|
8/5/2025 |
106
|
$100 B
|
| Gilbert & Cook, Inc. |
2025 Q2
|
8/5/2025 |
206
|
$740 M
|
| TIAA TRUST, NATIONAL ASSOCIATION |
2025 Q2
|
8/5/2025 |
959
|
$38 B
|
| SS&H Financial Advisors, Inc. |
2025 Q2
|
8/5/2025 |
123
|
$300 M
|
| Industrial Alliance Investment Management Inc. |
2025 Q2
|
8/5/2025 |
6
|
$150 M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q2
|
8/5/2025 |
269
|
$1.1 B
|
| Zweig-DiMenna Associates LLC |
2025 Q2
|
8/5/2025 |
86
|
$1.1 B
|
| COLRAIN CAPITAL LLC |
2025 Q2
|
8/5/2025 |
23
|
$130 M
|
| LTG Capital LLC |
2025 Q2
|
8/5/2025 |
27
|
$120 M
|
| 5T Wealth, LLC |
2025 Q2
|
8/5/2025 |
103
|
$210 M
|
| CASTLEKEEP INVESTMENT ADVISORS LLC |
2025 Q2
|
8/5/2025 |
87
|
$200 M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2025 Q2
|
8/5/2025 |
138
|
$230 M
|
| Palogic Value Management, L.P. |
2025 Q2
|
8/5/2025 |
163
|
$240 M
|
| MERIDIAN MANAGEMENT CO |
2025 Q2
|
8/5/2025 |
98
|
$370 M
|
| Tredje AP-fonden |
2025 Q2
|
8/5/2025 |
371
|
$13 B
|
| MISSION WEALTH MANAGEMENT, LP |
2025 Q2
|
8/5/2025 |
683
|
$4.7 B
|
| Lind Value II ApS |
2025 Q2
|
8/5/2025 |
10
|
$230 M
|
| Westwood Wealth Management |
2025 Q2
|
8/5/2025 |
48
|
$300 M
|
| CAMBIAR INVESTORS LLC |
2025 Q2
|
8/5/2025 |
148
|
$2.4 B
|
| Versor Investments LP |
2025 Q2
|
8/5/2025 |
683
|
$570 M
|
| Prosperity Wealth Management, Inc. |
2025 Q2
|
8/5/2025 |
235
|
$270 M
|
| Elm Partners Management LLC |
2025 Q2
|
8/5/2025 |
97
|
$1.7 B
|
| swisspartners Advisors Ltd |
2025 Q2
|
8/5/2025 |
25
|
$110 M
|
| Harel Insurance Investments & Financial Services Ltd. |
2025 Q2
|
8/5/2025 |
437
|
$8.7 B
|
| TRIGLAV INVESTMENTS, D.O.O. |
2025 Q2
|
8/5/2025 |
131
|
$1.4 B
|
| Accuvest Global Advisors |
2025 Q2
|
8/5/2025 |
78
|
$150 M
|
| Carmel Capital Management L.L.C. |
2025 Q2
|
8/5/2025 |
25
|
$300 M
|
| Sebold Capital Management, Inc. |
2025 Q2
|
8/5/2025 |
78
|
$160 M
|
| McBroom & Associates, LLC |
2025 Q2
|
8/5/2025 |
37
|
$170 M
|
| Strategic Financial Concepts, LLC |
2025 Q2
|
8/5/2025 |
279
|
$710 M
|
| Lakehouse Capital Pty Ltd |
2025 Q2
|
8/4/2025 |
13
|
$160 M
|
| Crystal Rock Capital Management |
2025 Q2
|
8/5/2025 |
28
|
$170 M
|
| SUMITOMO LIFE INSURANCE CO |
2025 Q2
|
8/5/2025 |
265
|
$1.5 B
|
| American Institute for Advanced Investment Management, LLP |
2025 Q2
|
8/5/2025 |
146
|
$140 M
|
| CAROLINAS WEALTH CONSULTING LLC |
2025 Q2
|
8/4/2025 |
1
|
$0
|
| ANTIPODES PARTNERS Ltd |
2025 Q2
|
8/4/2025 |
106
|
$3.2 B
|
| Plato Investment Management Ltd |
2025 Q2
|
8/4/2025 |
516
|
$1.3 B
|
| Regal Partners Ltd |
2025 Q2
|
8/4/2025 |
106
|
$1.2 B
|
| FIRETRAIL INVESTMENTS PTY LTD |
2025 Q2
|
8/4/2025 |
26
|
$380 M
|
| Trail Ridge Investment Advisors, LLC |
2025 Q2
|
8/4/2025 |
104
|
$210 M
|
| GHP Investment Advisors, Inc. |
2025 Q2
|
8/4/2025 |
1,155
|
$2.3 B
|
| CROWN ADVISORS MANAGEMENT, INC. |
2025 Q2
|
8/4/2025 |
39
|
$130 M
|
| Aikya Investment Management Ltd |
2025 Q2
|
8/4/2025 |
4
|
$330 M
|
| Rakuten Group, Inc. |
2025 Q2
|
8/4/2025 |
2
|
$1.6 B
|
| Frederick Financial Consultants, LLC |
2025 Q2
|
8/4/2025 |
103
|
$160 M
|
| Yong Rong (HK) Asset Management Ltd |
2025 Q2
|
8/4/2025 |
18
|
$410 M
|
| Longbow Finance SA |
2025 Q2
|
8/4/2025 |
71
|
$940 M
|
| MARSHALL FINANCIAL GROUP INC /ADV |
2025 Q2
|
8/4/2025 |
52
|
$330 M
|
| BEAM WEALTH ADVISORS, INC. |
2025 Q2
|
8/4/2025 |
107
|
$340 M
|
| Pier Capital, LLC |
2025 Q2
|
8/4/2025 |
121
|
$660 M
|
| Greater Midwest Financial Group, LLC |
2025 Q2
|
8/4/2025 |
55
|
$130 M
|
| WELCH & FORBES LLC |
2025 Q2
|
8/4/2025 |
372
|
$8.0 B
|
| LINCOLN NATIONAL CORP |
2025 Q2
|
8/4/2025 |
20
|
$3.3 B
|
| Jessup Wealth Management, Inc |
2025 Q2
|
8/4/2025 |
76
|
$250 M
|
| Gruss & Co., LLC |
2025 Q2
|
8/4/2025 |
20
|
$21 M
|
| Meixler Investment Management, Ltd. |
2025 Q2
|
8/4/2025 |
104
|
$150 M
|
| Kesler, Norman & Wride, LLC |
2025 Q2
|
8/4/2025 |
222
|
$560 M
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
2025 Q2
|
8/4/2025 |
166
|
$510 M
|
| Aviance Capital Partners, LLC |
2025 Q2
|
8/4/2025 |
350
|
$770 M
|
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
2025 Q2
|
8/4/2025 |
15
|
$120 M
|
| Sensible Money, LLC |
2025 Q2
|
8/4/2025 |
87
|
$260 M
|