| Social Capital Group LLC |
2025 Q1
|
5/1/2025 |
1
|
$0
|
| Asset Dedication, LLC |
2025 Q1
|
5/1/2025 |
1,131
|
$1.2 B
|
| A&I FINANCIAL SERVICES, LLC |
2025 Q1
|
5/1/2025 |
72
|
$150 M
|
| LRI Investments, LLC |
2025 Q1
|
5/1/2025 |
1,488
|
$1.0 B
|
| Wilkinson Global Asset Management LLC |
2025 Q1
|
5/1/2025 |
112
|
$1.6 B
|
| Oldfather Financial Services, LLC |
2025 Q1
|
5/1/2025 |
78
|
$260 M
|
| Marks Group Wealth Management, Inc |
2025 Q1
|
5/1/2025 |
478
|
$1.0 B
|
| AEGON USA Investment Management, LLC |
2025 Q1
|
5/1/2025 |
38
|
$130 M
|
| General Electric Co |
2025 Q1
|
5/1/2025 |
1
|
$7.7 M
|
| Woodside Wealth Management LLC |
2025 Q1
|
5/1/2025 |
76
|
$110 M
|
| CWM, LLC |
2025 Q1
|
5/1/2025 |
5,238
|
$25 B
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2025 Q1
|
5/1/2025 |
141
|
$730 M
|
| Drystone LLC |
2025 Q1
|
5/1/2025 |
18
|
$100 M
|
| TFR Capital, LLC. |
2025 Q1
|
5/1/2025 |
150
|
$240 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2025 Q1
|
5/1/2025 |
58
|
$850 M
|
| Hughes Financial Services, LLC |
2025 Q1
|
5/1/2025 |
1,071
|
$510 M
|
| United Wealth Management, LLC |
2025 Q1
|
5/1/2025 |
21
|
$320 M
|
| Oxbow Advisors, LLC |
2025 Q1
|
5/1/2025 |
206
|
$950 M
|
| Schear Investment Advisers, LLC |
2025 Q1
|
5/1/2025 |
89
|
$170 M
|
| TruNorth Capital Management, LLC |
2025 Q1
|
5/1/2025 |
435
|
$400 M
|
| High Note Wealth, LLC |
2025 Q1
|
5/1/2025 |
884
|
$400 M
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2025 Q1
|
5/1/2025 |
20
|
$270 M
|
| MAGNOLIA GROUP, LLC |
2025 Q1
|
5/1/2025 |
9
|
$590 M
|
| Cardinal Strategic Wealth Guidance |
2025 Q1
|
5/1/2025 |
64
|
$310 M
|
| Westmount Partners, LLC |
2025 Q1
|
5/1/2025 |
239
|
$330 M
|
| Bradley & Co. Private Wealth Management, LLC |
2025 Q1
|
5/1/2025 |
231
|
$150 M
|
| Mason Investment Advisory Services, Inc. |
2025 Q1
|
5/1/2025 |
74
|
$1.7 B
|
| Smith Thornton Advisors LLC |
2025 Q1
|
5/1/2025 |
131
|
$160 M
|
| ADG Wealth Management Group, LLC |
2025 Q1
|
5/1/2025 |
25
|
$110 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2025 Q1
|
5/1/2025 |
147
|
$1.2 B
|
| PITTENGER & ANDERSON INC |
2025 Q1
|
5/1/2025 |
426
|
$2.7 B
|
| V2 Financial group LLC |
2025 Q1
|
5/1/2025 |
84
|
$160 M
|
| GoalFusion Wealth Management, LLC |
2025 Q1
|
5/1/2025 |
24
|
$180 M
|
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2025 Q1
|
5/1/2025 |
73
|
$510 M
|
| Alaska Permanent Capital Management, LLC |
2025 Q1
|
5/1/2025 |
34
|
$1.2 B
|
| Iron Horse Wealth Management, LLC |
2025 Q1
|
5/1/2025 |
596
|
$310 M
|
| Gallatin Point Capital LLC |
2025 Q1
|
5/1/2025 |
2
|
$470 M
|
| Alaska Wealth Advisors |
2025 Q1
|
5/1/2025 |
59
|
$640 M
|
| BP PLC |
2025 Q1
|
5/1/2025 |
1
|
$16 M
|
| GLOBE LIFE INC. |
2025 Q1
|
5/1/2025 |
2
|
$340 M
|
| SPEECE THORSON CAPITAL GROUP INC |
2025 Q1
|
5/1/2025 |
42
|
$490 M
|
| Louisiana State Employees Retirement System |
2025 Q1
|
5/1/2025 |
1,603
|
$5.0 B
|
| Q3 Asset Management |
2025 Q1
|
5/1/2025 |
56
|
$150 M
|
| Stephens Investment Management Group LLC |
2025 Q1
|
5/1/2025 |
167
|
$6.9 B
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2025 Q1
|
5/1/2025 |
185
|
$1.4 B
|
| STEPHENS INC /AR/ |
2025 Q1
|
5/1/2025 |
1,236
|
$6.8 B
|
| FDx Advisors, Inc. |
2025 Q1
|
5/1/2025 |
175
|
$310 M
|
| Platform Technology Partners |
2025 Q1
|
5/1/2025 |
235
|
$340 M
|
| BankPlus Trust Department |
2025 Q1
|
5/1/2025 |
519
|
$300 M
|
| Curtis Advisory Group, LLC |
2025 Q1
|
5/1/2025 |
100
|
$340 M
|
| Arizona State Retirement System |
2025 Q1
|
5/1/2025 |
2,086
|
$16 B
|
| EMERALD MUTUAL FUND ADVISERS TRUST |
2025 Q1
|
5/1/2025 |
210
|
$1.4 B
|
| EMERALD ADVISERS, LLC |
2025 Q1
|
5/1/2025 |
243
|
$2.2 B
|
| Schechter Investment Advisors, LLC |
2025 Q1
|
5/1/2025 |
1,410
|
$1.2 B
|
| Capstone Wealth Management Group LLC |
2024 Q4
|
5/1/2025 |
103
|
$130 M
|
| NEW YORK STATE COMMON RETIREMENT FUND |
2025 Q1
|
5/1/2025 |
3,171
|
$68 B
|
| Financial Security Advisor, Inc. |
2025 Q1
|
5/1/2025 |
124
|
$390 M
|
| Prism Advisors, Inc. |
2025 Q1
|
5/1/2025 |
62
|
$330 M
|
| 3EDGE Asset Management, LP |
2025 Q1
|
5/1/2025 |
85
|
$1.5 B
|
| SENTINEL TRUST CO LBA |
2025 Q1
|
5/1/2025 |
134
|
$850 M
|
| STRATEGIC VALUE BANK PARTNERS LLC |
2025 Q1
|
5/1/2025 |
13
|
$160 M
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/1/2025 |
1,414
|
$8.7 B
|
| Peirce Capital Management, LLC |
2025 Q1
|
5/1/2025 |
35
|
$200 M
|
| Nikulski Financial, Inc. |
2025 Q1
|
5/1/2025 |
137
|
$330 M
|
| Mathes Company, Inc. |
2025 Q1
|
5/1/2025 |
123
|
$250 M
|
| Northwest Capital Management Inc |
2025 Q1
|
5/1/2025 |
443
|
$240 M
|
| Valued Wealth Advisors LLC |
2025 Q1
|
5/1/2025 |
665
|
$170 M
|
| SATOVSKY ASSET MANAGEMENT LLC |
2025 Q1
|
5/1/2025 |
55
|
$450 M
|
| Realta Investment Advisors |
2025 Q1
|
5/1/2025 |
321
|
$220 M
|
| FUKOKU MUTUAL LIFE INSURANCE Co |
2025 Q1
|
5/1/2025 |
267
|
$1.4 B
|
| Laurus Global Equity Management Inc. |
2025 Q1
|
5/1/2025 |
46
|
$150 M
|
| MilWealth Group LLC |
2025 Q1
|
5/1/2025 |
68
|
$360 M
|
| Roger Wittlin Investment Advisory, LLC |
2025 Q1
|
5/1/2025 |
43
|
$170 M
|
| Stillwater Wealth Management Group |
2025 Q1
|
5/1/2025 |
69
|
$120 M
|
| INDEPENDENT INVESTORS INC |
2025 Q1
|
5/1/2025 |
70
|
$470 M
|
| University of Maryland Foundation, Inc. |
2025 Q1
|
5/1/2025 |
8
|
$160 M
|
| RATIONAL ADVISORS, INC. |
2025 Q1
|
5/1/2025 |
131
|
$990 M
|
| SkyOak Wealth, LLC |
2025 Q1
|
5/1/2025 |
245
|
$460 M
|
| PYA Waltman Capital, LLC |
2025 Q1
|
5/1/2025 |
75
|
$320 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2025 Q1
|
5/1/2025 |
151
|
$160 M
|
| Grant/GrossMendelsohn, LLC |
2025 Q1
|
5/1/2025 |
134
|
$180 M
|
| ARK & TLK INVESTMENTS, LLC |
2025 Q1
|
5/1/2025 |
112
|
$280 M
|
| FIDELITY D & D BANCORP INC |
2025 Q1
|
5/1/2025 |
162
|
$150 M
|
| Walker Financial Services, Inc. |
2025 Q1
|
5/1/2025 |
31
|
$190 M
|
| Kathmere Capital Management, LLC |
2025 Q1
|
5/1/2025 |
441
|
$1.2 B
|
| Acorn Wealth Advisors, LLC |
2025 Q1
|
5/1/2025 |
231
|
$240 M
|
| Ballentine Partners, LLC |
2025 Q1
|
5/1/2025 |
1,776
|
$5.8 B
|
| Family Firm, Inc. |
2025 Q1
|
5/1/2025 |
214
|
$450 M
|
| Fort Sheridan Advisors LLC |
2025 Q1
|
5/1/2025 |
248
|
$660 M
|
| Auour Investments LLC |
2025 Q1
|
5/1/2025 |
78
|
$280 M
|
| B & T Capital Management DBA Alpha Capital Management |
2025 Q1
|
5/1/2025 |
115
|
$530 M
|
| Coyle Financial Counsel LLC |
2025 Q1
|
5/1/2025 |
76
|
$330 M
|
| Focused Wealth Management, Inc |
2025 Q1
|
5/1/2025 |
197
|
$740 M
|
| Berbice Capital Management LLC |
2025 Q1
|
5/1/2025 |
168
|
$120 M
|
| American Financial Advisors, LLC |
2025 Q1
|
5/1/2025 |
147
|
$690 M
|
| Lane & Associates LLC |
2025 Q1
|
5/1/2025 |
115
|
$190 M
|
| CORTLAND ASSOCIATES INC/MO |
2025 Q1
|
5/1/2025 |
56
|
$830 M
|
| Fulcrum Equity Management |
2025 Q1
|
5/1/2025 |
96
|
$92 M
|
| FUTURE YOU WEALTH LLC |
2024 Q4
|
5/1/2025 |
47
|
$140 M
|
| HARMONY ASSET MANAGEMENT LLC |
2025 Q1
|
5/1/2025 |
161
|
$240 M
|