| Stonegate Investment Group, LLC |
2025 Q3
|
11/3/2025 |
448
|
$4.3 B
|
| Aspire Growth Partners LLC |
2025 Q3
|
11/3/2025 |
118
|
$140 M
|
| CFM WEALTH PARTNERS LLC |
2025 Q3
|
11/3/2025 |
147
|
$690 M
|
| Clarendon Private LLC |
2025 Q3
|
11/3/2025 |
101
|
$110 M
|
| Pinegrove Venture Partners, LLC |
2025 Q3
|
11/3/2025 |
9
|
$32 M
|
| Paragon Private Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
214
|
$310 M
|
| Northstar Advisory Group, LLC |
2025 Q3
|
11/3/2025 |
111
|
$250 M
|
| EFG Asset Management (North America) Corp. |
2025 Q3
|
11/3/2025 |
168
|
$770 M
|
| SAXON INTERESTS, INC. |
2025 Q3
|
11/3/2025 |
209
|
$260 M
|
| Alta Wealth Advisors LLC |
2025 Q3
|
11/3/2025 |
157
|
$280 M
|
| Triton Financial Group Inc |
2025 Q3
|
11/3/2025 |
90
|
$150 M
|
| Bensler, LLC |
2025 Q3
|
11/3/2025 |
178
|
$960 M
|
| Ownership Capital B.V. |
2025 Q3
|
11/3/2025 |
21
|
$180 M
|
| KPP Advisory Services LLC |
2025 Q3
|
11/3/2025 |
329
|
$680 M
|
| Flagship Private Wealth, LLC |
2025 Q3
|
11/3/2025 |
111
|
$250 M
|
| Evergreen Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
51
|
$190 M
|
| Straight Path Wealth Management |
2025 Q3
|
11/3/2025 |
141
|
$370 M
|
| Pilgrim Partners Asia Pte Ltd |
2025 Q3
|
11/3/2025 |
155
|
$220 M
|
| 4Thought Financial Group Inc. |
2025 Q3
|
11/3/2025 |
88
|
$200 M
|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2025 Q3
|
11/3/2025 |
142
|
$190 M
|
| First Command Advisory Services, Inc. |
2025 Q3
|
10/31/2025 |
643
|
$14 B
|
| Riverwater Partners LLC |
2025 Q3
|
10/31/2025 |
217
|
$240 M
|
| Tandem Financial, LLC |
2025 Q3
|
10/31/2025 |
89
|
$270 M
|
| Flagstone Financial Management |
2025 Q3
|
10/31/2025 |
62
|
$380 M
|
| Alta Advisers Ltd |
2025 Q3
|
10/31/2025 |
250
|
$330 M
|
| Compass Wealth Management LLC |
2025 Q3
|
10/31/2025 |
148
|
$450 M
|
| Destiny Capital Corp/CO |
2025 Q3
|
10/31/2025 |
52
|
$180 M
|
| Markel Group Inc. |
2025 Q3
|
10/31/2025 |
208
|
$12 B
|
| GENERAL AMERICAN INVESTORS CO INC |
2025 Q3
|
10/31/2025 |
80
|
$1.7 B
|
| NWF Advisory Services Inc. |
2025 Q3
|
10/31/2025 |
419
|
$910 M
|
| Bank of Jackson Hole Trust |
2025 Q3
|
10/31/2025 |
447
|
$200 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
568
|
$3.0 B
|
| CVS HEALTH Corp |
2025 Q3
|
10/31/2025 |
3
|
$100 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2025 Q3
|
10/31/2025 |
36
|
$180 M
|
| Fortis Capital Advisors, LLC |
2025 Q3
|
10/31/2025 |
283
|
$630 M
|
| PIER 88 INVESTMENT PARTNERS LLC |
2025 Q3
|
10/31/2025 |
113
|
$530 M
|
| SCALAR GAUGE MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
32
|
$200 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2025 Q3
|
10/31/2025 |
501
|
$5.0 B
|
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2025 Q3
|
10/31/2025 |
170
|
$190 M
|
| Windmill Hill Asset Management Ltd |
2025 Q3
|
10/31/2025 |
24
|
$380 M
|
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
82
|
$850 M
|
| NICOLA WEALTH MANAGEMENT LTD. |
2025 Q3
|
10/31/2025 |
65
|
$1.1 B
|
| Purkiss Capital Advisors LLC |
2025 Q3
|
10/31/2025 |
167
|
$210 M
|
| POINCIANA ADVISORS GROUP, LLC |
2025 Q3
|
10/31/2025 |
124
|
$120 M
|
| National Wealth Management Group, LLC |
2025 Q3
|
10/31/2025 |
228
|
$270 M
|
| Tufton Capital Management |
2025 Q3
|
10/31/2025 |
118
|
$560 M
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q3
|
10/31/2025 |
71
|
$140 M
|
| Monte Financial Group, LLC |
2025 Q3
|
10/31/2025 |
92
|
$270 M
|
| Copia Wealth Management |
2025 Q3
|
10/31/2025 |
473
|
$130 M
|
| Grove Street Fiduciary, LLC |
2025 Q3
|
10/31/2025 |
73
|
$210 M
|
| White Wing Wealth Management |
2025 Q3
|
10/31/2025 |
34
|
$160 M
|
| Savoir Faire Capital Management, L.P. |
2025 Q3
|
10/31/2025 |
44
|
$280 M
|
| REDW Wealth LLC |
2025 Q3
|
10/31/2025 |
112
|
$260 M
|
| Avantax Planning Partners, Inc. |
2025 Q3
|
10/31/2025 |
438
|
$3.5 B
|
| HARVEY CAPITAL MANAGEMENT INC |
2025 Q3
|
10/31/2025 |
85
|
$470 M
|
| Heritage Wealth Management, Inc./Texas |
2025 Q3
|
10/31/2025 |
39
|
$230 M
|
| SAGE RHINO CAPITAL LLC |
2025 Q3
|
10/31/2025 |
299
|
$520 M
|
| PARTHENON LLC |
2025 Q3
|
10/31/2025 |
129
|
$900 M
|
| CABOT WEALTH MANAGEMENT INC |
2025 Q3
|
10/31/2025 |
133
|
$900 M
|
| Sovran Advisors, LLC |
2025 Q3
|
10/31/2025 |
582
|
$1.1 B
|
| Values Added Financial LLC |
2025 Q3
|
10/31/2025 |
129
|
$220 M
|
| OneAscent Family Office, LLC |
2025 Q3
|
10/31/2025 |
158
|
$120 M
|
| PATRON PARTNERS, LLC |
2025 Q3
|
10/31/2025 |
174
|
$220 M
|
| OneAscent Wealth Management LLC |
2025 Q3
|
10/31/2025 |
181
|
$300 M
|
| OneAscent Financial Services LLC |
2025 Q3 - NEW HOLDINGS
|
10/31/2025 |
395
|
$820 M
|
| AJ Advisors, LLC |
2025 Q3
|
10/31/2025 |
36
|
$240 M
|
| FORMULATE FINANCIAL LLC |
2025 Q3
|
10/31/2025 |
26
|
$81 M
|
| CFS Investment Advisory Services, LLC |
2025 Q3
|
10/31/2025 |
341
|
$1.3 B
|
| Atlas Wealth Partners, LLC |
2025 Q3
|
10/31/2025 |
62
|
$98 M
|
| BG Investment Services, Inc. |
2025 Q3
|
10/31/2025 |
45
|
$100 M
|
| Guardian Asset Advisors, LLC |
2025 Q3
|
10/31/2025 |
108
|
$190 M
|
| B. Riley Wealth Advisors, Inc. |
2025 Q3
|
10/31/2025 |
1,073
|
$2.2 B
|
| Vanguard Personalized Indexing Management, LLC |
2025 Q3
|
10/31/2025 |
1,985
|
$9.8 B
|
| JAMES INVESTMENT RESEARCH, INC. |
2025 Q3
|
10/31/2025 |
356
|
$910 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2025 Q3
|
10/31/2025 |
153
|
$8.4 B
|
| COOKE & BIELER LP |
2025 Q3
|
10/31/2025 |
144
|
$9.7 B
|
| Callahan Advisors, LLC |
2025 Q3
|
10/31/2025 |
168
|
$1.2 B
|
| AMERICAN EXPRESS CO |
2025 Q3
|
10/31/2025 |
2
|
$1.3 B
|
| Alaska Permanent Capital Management, LLC |
2025 Q3
|
10/31/2025 |
43
|
$1.4 B
|
| INTACT INVESTMENT MANAGEMENT INC. |
2025 Q3
|
10/31/2025 |
254
|
$3.3 B
|
| Exchange Bank |
2025 Q3
|
10/31/2025 |
193
|
$140 M
|
| Alaska Wealth Advisors |
2025 Q3
|
10/31/2025 |
83
|
$760 M
|
| Milestones Administradora de Recursos Ltda. |
2025 Q3
|
10/31/2025 |
18
|
$290 M
|
| Shoker Investment Counsel, Inc. |
2025 Q3
|
10/31/2025 |
111
|
$340 M
|
| FIDELIS iM, LLC |
2025 Q3
|
10/31/2025 |
18
|
$160 M
|
| LBP AM SA |
2025 Q3
|
10/31/2025 |
468
|
$8.1 B
|
| MASON STREET ADVISORS, LLC |
2025 Q3
|
10/31/2025 |
15
|
$960 M
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
1,353
|
$9.5 B
|
| Richardson Capital Management LLC |
2025 Q3
|
10/31/2025 |
223
|
$210 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
40
|
$230 M
|
| Gordian Advisors LLC |
2025 Q3
|
10/31/2025 |
49
|
$150 M
|
| TRB Advisors LP |
2025 Q3 - RESTATEMENT
|
10/31/2025 |
11
|
$500 M
|
| WealthShield Partners, LLC |
2025 Q3
|
10/31/2025 |
566
|
$880 M
|
| NEPC LLC |
2025 Q2 - NEW HOLDINGS
|
10/31/2025 |
1
|
$24 M
|
| Estate Counselors, LLC |
2025 Q3
|
10/31/2025 |
89
|
$1.2 B
|
| Madrona Venture Group, LLC |
2025 Q3
|
10/31/2025 |
3
|
$14 M
|
| Lorne Steinberg Wealth Management Inc. |
2025 Q3
|
10/31/2025 |
70
|
$410 M
|
| EWA, LLC |
2025 Q3
|
10/31/2025 |
230
|
$360 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2025 Q3
|
10/31/2025 |
83
|
$110 M
|
| ALGEBRIS (UK) LTD |
2025 Q3
|
10/31/2025 |
68
|
$880 M
|