| OVERSEA-CHINESE BANKING Corp Ltd |
2025 Q2
|
7/31/2025 |
552
|
$3.7 B
|
| Ashton Thomas Private Wealth, LLC |
2025 Q2
|
7/31/2025 |
834
|
$2.8 B
|
| Hoffman, Alan N Investment Management |
2025 Q2
|
7/31/2025 |
14
|
$200 M
|
| FACTORIAL MANAGEMENT Ltd |
2025 Q2
|
7/31/2025 |
4
|
$4.6 M
|
| Fort Vancouver Investment Management, LLC |
2025 Q2
|
7/31/2025 |
54
|
$150 M
|
| Solstein Capital, LLC |
2025 Q2
|
7/31/2025 |
493
|
$190 M
|
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2025 Q2
|
7/31/2025 |
91
|
$190 M
|
| Riverwater Partners LLC |
2025 Q2
|
7/31/2025 |
202
|
$210 M
|
| Delta Investment Management, LLC |
2025 Q2
|
7/31/2025 |
239
|
$520 M
|
| Baer Investment Advisory LLC |
2025 Q2
|
7/31/2025 |
27
|
$88 M
|
| Twin Lakes Capital Management, LLC |
2025 Q2
|
7/31/2025 |
223
|
$160 M
|
| MorganRosel Wealth Management, LLC |
2025 Q2
|
7/31/2025 |
359
|
$370 M
|
| Signature Wealth Management Group |
2025 Q2
|
7/31/2025 |
116
|
$250 M
|
| Bolthouse Investments, LLC |
2025 Q2
|
7/31/2025 |
75
|
$100 M
|
| ENVESTNET ASSET MANAGEMENT INC |
2025 Q2
|
7/31/2025 |
4,426
|
$340 B
|
| Green Alpha Advisors, LLC |
2025 Q2
|
7/31/2025 |
109
|
$100 M
|
| Alphabet Inc. |
2025 Q2
|
7/31/2025 |
39
|
$2.1 B
|
| Lane Generational LLC |
2025 Q2
|
7/31/2025 |
32
|
$110 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/31/2025 |
527
|
$2.7 B
|
| Orion Porfolio Solutions, LLC |
2025 Q1
|
7/31/2025 |
1,877
|
$10 B
|
| Orion Porfolio Solutions, LLC |
2024 Q4
|
7/31/2025 |
1,817
|
$10 B
|
| Orion Porfolio Solutions, LLC |
2024 Q3
|
7/31/2025 |
1,776
|
$10 B
|
| Orion Porfolio Solutions, LLC |
2024 Q2
|
7/31/2025 |
1,711
|
$9.5 B
|
| Orion Porfolio Solutions, LLC |
2024 Q1
|
7/31/2025 |
1,681
|
$9.3 B
|
| NISA INVESTMENT ADVISORS, LLC |
2025 Q2
|
7/31/2025 |
3,159
|
$22 B
|
| Resonant Capital Advisors, LLC |
2025 Q2
|
7/31/2025 |
413
|
$1.6 B
|
| Orion Porfolio Solutions, LLC |
2023 Q4
|
7/31/2025 |
1,649
|
$8.6 B
|
| Hixon Zuercher, LLC |
2025 Q2
|
7/31/2025 |
78
|
$310 M
|
| Orion Porfolio Solutions, LLC |
2023 Q3
|
7/31/2025 |
1,609
|
$8.3 B
|
| Wealthfront Advisers LLC |
2025 Q2
|
7/31/2025 |
963
|
$39 B
|
| New Hampshire Trust |
2025 Q2
|
7/31/2025 |
303
|
$480 M
|
| Orion Porfolio Solutions, LLC |
2023 Q2
|
7/31/2025 |
1,619
|
$9.4 B
|
| Orion Porfolio Solutions, LLC |
2023 Q1
|
7/31/2025 |
1,555
|
$8.1 B
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
2025 Q2
|
7/31/2025 |
3,330
|
$8.7 B
|
| Perissos Private Wealth Management, LLC |
2025 Q2
|
7/31/2025 |
71
|
$130 M
|
| Atlatl Advisers LLC |
2025 Q2
|
7/31/2025 |
138
|
$210 M
|
| QV Investors Inc. |
2025 Q2
|
7/31/2025 |
63
|
$1.0 B
|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
2025 Q2
|
7/31/2025 |
159
|
$640 M
|
| Pullen Investment Management, LLC |
2025 Q2
|
7/31/2025 |
100
|
$170 M
|
| McCarthy Asset Management, Inc. |
2025 Q2
|
7/31/2025 |
27
|
$150 M
|
| FORTE ASSET MANAGEMENT LLC |
2025 Q2
|
7/31/2025 |
66
|
$200 M
|
| Conservest Capital Advisors, Inc. |
2025 Q2
|
7/31/2025 |
122
|
$1.0 B
|
| SAYBROOK CAPITAL /NC |
2025 Q2
|
7/31/2025 |
42
|
$350 M
|
| Fiduciary Wealth Partners, LLC |
2025 Q2
|
7/31/2025 |
82
|
$110 M
|
| INGALLS & SNYDER LLC |
2025 Q2
|
7/31/2025 |
466
|
$2.8 B
|
| Strait & Sound Wealth Management LLC |
2025 Q2
|
7/31/2025 |
145
|
$240 M
|
| MCDONALD CAPITAL INVESTORS INC/CA |
2025 Q2
|
7/31/2025 |
20
|
$1.6 B
|
| Prudent Man Advisors, LLC |
2025 Q2
|
7/31/2025 |
182
|
$310 M
|
| Topsail Wealth Management, LLC |
2025 Q2
|
7/31/2025 |
240
|
$550 M
|
| Cosner Financial Group, LLC |
2025 Q2
|
7/31/2025 |
35
|
$180 M
|
| Jordan Park Group LLC |
2025 Q2
|
7/31/2025 |
69
|
$1.5 B
|
| Orion Capital Management LLC |
2025 Q2
|
7/31/2025 |
474
|
$260 M
|
| Guardian Wealth Advisors, LLC |
2025 Q2
|
7/31/2025 |
74
|
$170 M
|
| OPTIMUM INVESTMENT ADVISORS |
2025 Q2
|
7/31/2025 |
614
|
$230 M
|
| VestGen Investment Management |
2025 Q2
|
7/31/2025 |
165
|
$140 M
|
| Blake Schutter Theil Wealth Advisors, LLC |
2025 Q2
|
7/31/2025 |
102
|
$88 M
|
| BALLAST ADVISORS LLC |
2025 Q2
|
7/31/2025 |
168
|
$340 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2025 Q2
|
7/31/2025 |
494
|
$5.0 B
|
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
7/31/2025 |
578
|
$2.2 B
|
| SHAKER INVESTMENTS LLC/OH |
2025 Q2
|
7/31/2025 |
97
|
$240 M
|
| BURKE & HERBERT BANK & TRUST CO |
2025 Q2
|
7/31/2025 |
462
|
$450 M
|
| CVA Family Office, LLC |
2025 Q2
|
7/31/2025 |
1,279
|
$710 M
|
| Waldron Private Wealth LLC |
2025 Q2
|
7/31/2025 |
298
|
$2.3 B
|
| AF Advisors, Inc. |
2025 Q2
|
7/31/2025 |
28
|
$290 M
|
| Stegent Equity Advisors, Inc. |
2025 Q2
|
7/31/2025 |
105
|
$110 M
|
| MQS Management LLC |
2025 Q2
|
7/31/2025 |
442
|
$180 M
|
| Dodds Wealth, LLC |
2025 Q2
|
7/31/2025 |
56
|
$370 M
|
| Linden Thomas Advisory Services, LLC |
2025 Q2
|
7/31/2025 |
478
|
$910 M
|
| RedJay Asset Management Inc. |
2025 Q2
|
7/31/2025 |
33
|
$430 M
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2025 Q2
|
7/31/2025 |
80
|
$310 M
|
| SENTINEL TRUST CO LBA |
2025 Q2
|
7/31/2025 |
129
|
$920 M
|
| TSA Wealth Managment LLC |
2025 Q2
|
7/31/2025 |
85
|
$270 M
|
| Core Wealth Management, Inc. |
2025 Q2
|
7/31/2025 |
31
|
$280 M
|
| Anchor Capital Management Group Inc |
2025 Q2
|
7/31/2025 |
20
|
$220 M
|
| LOUNTZIS ASSET MANAGEMENT, LLC |
2025 Q2
|
7/31/2025 |
53
|
$280 M
|
| BIP Alliance, LLC |
2025 Q2
|
7/31/2025 |
49
|
$260 M
|
| BRIAN LOW FINANCIAL GROUP, LLC |
2025 Q2
|
7/31/2025 |
100
|
$110 M
|
| B & T Capital Management DBA Alpha Capital Management |
2025 Q2
|
7/31/2025 |
112
|
$580 M
|
| Hartford Financial Management Inc. |
2025 Q2
|
7/31/2025 |
347
|
$370 M
|
| BIP Wealth, LLC |
2025 Q2
|
7/31/2025 |
380
|
$1.6 B
|
| Darden Wealth Group Inc |
2025 Q2
|
7/31/2025 |
132
|
$170 M
|
| Schoolcraft Capital LLC |
2025 Q2
|
7/31/2025 |
63
|
$490 M
|
| Whipplewood Advisors, LLC |
2025 Q2
|
7/31/2025 |
2,034
|
$180 M
|
| Leeward Investments, LLC - MA |
2025 Q2
|
7/31/2025 |
141
|
$1.9 B
|
| Schneider Downs Wealth Management Advisors, LP |
2025 Q2
|
7/31/2025 |
146
|
$670 M
|
| NDWM LLC |
2025 Q2
|
7/31/2025 |
31
|
$140 M
|
| FSR Wealth Management Ltd. |
2025 Q2
|
7/31/2025 |
35
|
$78 M
|
| Anthracite Investment Company, Inc. |
2025 Q2
|
7/31/2025 |
64
|
$200 M
|
| Interchange Capital Partners, LLC |
2025 Q2 - RESTATEMENT
|
7/31/2025 |
280
|
$430 M
|
| Heirloom Wealth Management |
2025 Q2
|
7/31/2025 |
43
|
$380 M
|
| CABOT WEALTH MANAGEMENT INC |
2025 Q2
|
7/31/2025 |
128
|
$840 M
|
| BRIGHTON JONES LLC |
2025 Q2
|
7/31/2025 |
927
|
$3.7 B
|
| OPPENHEIMER & CO INC |
2025 Q2
|
7/31/2025 |
1,603
|
$7.6 B
|
| Ramsay, Stattman, Vela & Price, Inc. |
2025 Q2
|
7/31/2025 |
80
|
$540 M
|
| Mason & Associates Inc |
2025 Q2
|
7/31/2025 |
120
|
$430 M
|
| Guardian Financial Partners, LLC |
2025 Q2
|
7/31/2025 |
56
|
$220 M
|
| Hobart Private Capital, LLC |
2025 Q2
|
7/31/2025 |
220
|
$440 M
|
| Allied Investment Advisors, LLC |
2025 Q2
|
7/31/2025 |
87
|
$570 M
|
| Ranch Capital Advisors Inc. |
2025 Q2
|
7/31/2025 |
142
|
$230 M
|
| Peterson Wealth Services |
2025 Q2
|
7/31/2025 |
221
|
$370 M
|