| Invera Wealth Advisors, LLC |
2025 Q1 - RESTATEMENT
|
10/29/2025 |
90
|
$150 M
|
| MIZUHO MARKETS AMERICAS LLC |
2025 Q3
|
10/29/2025 |
205
|
$5.3 B
|
| ALLSTATE CORP |
2025 Q3
|
10/29/2025 |
633
|
$4.4 B
|
| AWM CAPITAL, LLC |
2025 Q3
|
10/29/2025 |
103
|
$1.1 B
|
| DUDLEY CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/29/2025 |
134
|
$220 M
|
| Invera Wealth Advisors, LLC |
2025 Q2
|
10/29/2025 |
84
|
$150 M
|
| Violich Capital Management, Inc. |
2025 Q3
|
10/29/2025 |
109
|
$840 M
|
| NorthCrest Asset Manangement, LLC |
2025 Q3
|
10/29/2025 |
748
|
$4.2 B
|
| JERICHO FINANCIAL, LLP |
2025 Q3
|
10/29/2025 |
41
|
$160 M
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q3
|
10/29/2025 |
3,831
|
$66 B
|
| SFI Advisors, LLC |
2025 Q3
|
10/29/2025 |
62
|
$160 M
|
| Inspire Advisors, LLC |
2025 Q3
|
10/29/2025 |
531
|
$1.0 B
|
| Royal Fund Management, LLC |
2025 Q3
|
10/29/2025 |
294
|
$840 M
|
| DeDora Capital, Inc. |
2025 Q3
|
10/29/2025 |
112
|
$410 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2025 Q3
|
10/29/2025 |
70
|
$130 M
|
| Intrua Financial, LLC |
2025 Q3
|
10/29/2025 |
448
|
$920 M
|
| Xcel Wealth Management, LLC |
2025 Q3
|
10/29/2025 |
138
|
$380 M
|
| Axecap Investments, LLC |
2025 Q3
|
10/29/2025 |
83
|
$160 M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2025 Q3
|
10/29/2025 |
130
|
$3.0 B
|
| ROVIN CAPITAL /UT/ /ADV |
2025 Q3 - NEW HOLDINGS
|
10/29/2025 |
194
|
$360 M
|
| High Net Worth Advisory Group LLC |
2025 Q3
|
10/29/2025 |
235
|
$420 M
|
| Whelan Financial |
2025 Q3
|
10/29/2025 |
97
|
$320 M
|
| COURIER CAPITAL LLC |
2025 Q3
|
10/29/2025 |
390
|
$1.7 B
|
| Mithaq Capital SPC |
2025 Q3
|
10/29/2025 |
4
|
$370 M
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2025 Q3
|
10/29/2025 |
81
|
$180 M
|
| CAP Partners, LLC |
2025 Q3
|
10/29/2025 |
146
|
$180 M
|
| JCIC Asset Management Inc. |
2025 Q3
|
10/29/2025 |
111
|
$320 M
|
| Defender Capital, LLC. |
2025 Q3
|
10/29/2025 |
35
|
$300 M
|
| North Ground Capital |
2025 Q3
|
10/29/2025 |
51
|
$160 M
|
| Formidable Asset Management, LLC |
2025 Q3
|
10/29/2025 |
390
|
$640 M
|
| Archvest Wealth Advisors, Inc. |
2025 Q3
|
10/29/2025 |
62
|
$110 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2025 Q3
|
10/29/2025 |
39
|
$200 M
|
| Smith Thornton Advisors LLC |
2025 Q3
|
10/29/2025 |
132
|
$190 M
|
| Glass Jacobson Investment Advisors llc |
2025 Q3
|
10/29/2025 |
585
|
$280 M
|
| Florida Trust Wealth Management Co |
2025 Q3
|
10/29/2025 |
693
|
$3.5 B
|
| GatePass Capital, LLC |
2025 Q3
|
10/29/2025 |
147
|
$170 M
|
| J.Safra Asset Management Corp |
2025 Q2 - RESTATEMENT
|
10/29/2025 |
367
|
$1.4 B
|
| TRED AVON FAMILY WEALTH, LLC |
2025 Q3
|
10/29/2025 |
237
|
$290 M
|
| AMALGAMATED BANK |
2025 Q3
|
10/29/2025 |
2,995
|
$14 B
|
| OAK RIDGE INVESTMENTS LLC |
2025 Q3
|
10/29/2025 |
179
|
$1.5 B
|
| FAS Wealth Partners, Inc. |
2025 Q3
|
10/29/2025 |
464
|
$1.5 B
|
| J.Safra Asset Management Corp |
2025 Q1 - RESTATEMENT
|
10/29/2025 |
346
|
$1.2 B
|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
2025 Q3
|
10/29/2025 |
3,802
|
$320 B
|
| Quantum Portfolio Management LLC |
2025 Q3
|
10/29/2025 |
262
|
$340 M
|
| J.Safra Asset Management Corp |
2025 Q3
|
10/29/2025 |
469
|
$1.6 B
|
| DMC Group, LLC |
2025 Q3
|
10/29/2025 |
142
|
$140 M
|
| Yorktown Management & Research Co Inc |
2025 Q3
|
10/29/2025 |
206
|
$130 M
|
| ADAPT Investment Managers SA |
2025 Q3
|
10/29/2025 |
124
|
$11 B
|
| AMH Equity Ltd |
2025 Q3
|
10/29/2025 |
54
|
$80 M
|
| First Financial Group Corp |
2025 Q3
|
10/29/2025 |
73
|
$120 M
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/29/2025 |
123
|
$100 M
|
| Hiddenite Capital Partners LP |
2025 Q3
|
10/29/2025 |
30
|
$550 M
|
| Capital Advisory Group Advisory Services, LLC |
2025 Q3
|
10/29/2025 |
180
|
$320 M
|
| Donoghue Forlines LLC |
2025 Q3
|
10/29/2025 |
100
|
$320 M
|
| FSR Wealth Management Ltd. |
2025 Q3
|
10/29/2025 |
34
|
$84 M
|
| Sierra Legacy Group |
2025 Q3
|
10/29/2025 |
67
|
$140 M
|
| Cabot-Wellington, LLC |
2025 Q3
|
10/29/2025 |
5
|
$310 M
|
| FIDUCIARY FAMILY OFFICE, LLC |
2025 Q3
|
10/29/2025 |
185
|
$350 M
|
| Nippon Life Global Investors Americas, Inc. |
2025 Q3
|
10/29/2025 |
106
|
$2.4 B
|
| CFC Planning Co LLC |
2025 Q3
|
10/29/2025 |
94
|
$120 M
|
| One Wealth Management Investment & Advisory Services, LLC |
2025 Q3
|
10/29/2025 |
50
|
$86 M
|
| New Insight Wealth Advisors |
2025 Q3
|
10/29/2025 |
106
|
$270 M
|
| Stenger Family Office, LLC |
2025 Q3
|
10/29/2025 |
108
|
$490 M
|
| BLVD Private Wealth, LLC |
2025 Q3
|
10/29/2025 |
76
|
$120 M
|
| Ridgeline Wealth Planning, LLC |
2025 Q3
|
10/29/2025 |
42
|
$130 M
|
| Beacon Financial Advisory LLC |
2025 Q3
|
10/29/2025 |
383
|
$430 M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2025 Q3
|
10/29/2025 |
150
|
$690 M
|
| Resonant Capital Advisors, LLC |
2025 Q3
|
10/29/2025 |
437
|
$1.7 B
|
| LJI Wealth Management, LLC |
2025 Q3
|
10/29/2025 |
185
|
$570 M
|
| Harel Insurance Investments & Financial Services Ltd. |
2025 Q3
|
10/29/2025 |
469
|
$11 B
|
| MEITAV INVESTMENT HOUSE LTD |
2025 Q3
|
10/29/2025 |
248
|
$7.6 B
|
| BANK HAPOALIM BM |
2025 Q3
|
10/29/2025 |
130
|
$810 M
|
| Beaumont Asset Management, L.L.C. |
2025 Q3
|
10/28/2025 |
68
|
$200 M
|
| Dupree Financial Group, LLC |
2025 Q3
|
10/28/2025 |
70
|
$260 M
|
| Emerald Advisors, LLC |
2025 Q3
|
10/28/2025 |
102
|
$750 M
|
| Maryland State Retirement & Pension System |
2025 Q3
|
10/28/2025 |
1,368
|
$4.8 B
|
| Walkner Condon Financial Advisors LLC |
2025 Q3
|
10/28/2025 |
299
|
$630 M
|
| LMCG INVESTMENTS, LLC |
2025 Q3
|
10/28/2025 |
222
|
$1.7 B
|
| SIGMA INVESTMENT COUNSELORS INC |
2025 Q3
|
10/28/2025 |
198
|
$1.9 B
|
| Aviance Capital Partners, LLC |
2025 Q3
|
10/28/2025 |
363
|
$840 M
|
| Compass Ion Advisors, LLC |
2025 Q3
|
10/28/2025 |
275
|
$1.0 B
|
| Vested Financial Planning, LLC |
2025 Q3
|
10/28/2025 |
30
|
$120 M
|
| Stegent Equity Advisors, Inc. |
2025 Q3
|
10/28/2025 |
110
|
$120 M
|
| THEORY FINANCIAL LLC |
2025 Q3
|
10/28/2025 |
90
|
$280 M
|
| Baer Investment Advisory LLC |
2025 Q3
|
10/28/2025 |
41
|
$120 M
|
| Attessa Capital LLC |
2025 Q3
|
10/28/2025 |
34
|
$170 M
|
| Munro Partners |
2019 Q1
|
10/28/2025 |
33
|
$670 M
|
| Munro Partners |
2019 Q2
|
10/28/2025 |
27
|
$580 M
|
| Sequoia Financial Advisors, LLC |
2025 Q3
|
10/28/2025 |
1,742
|
$16 B
|
| Munro Partners |
2018 Q4
|
10/28/2025 |
19
|
$110 M
|
| Munro Partners |
2018 Q3
|
10/28/2025 |
31
|
$170 M
|
| Gold Investment Management Ltd. |
2025 Q3
|
10/28/2025 |
203
|
$300 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2025 Q3
|
10/28/2025 |
186
|
$610 M
|
| Occidental Asset Management, LLC |
2025 Q3
|
10/28/2025 |
275
|
$800 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/28/2025 |
66
|
$120 M
|
| McBroom & Associates, LLC |
2025 Q3
|
10/28/2025 |
37
|
$210 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2025 Q3
|
10/28/2025 |
17
|
$12 M
|
| HARTLINE INVESTMENT CORP/ |
2025 Q3
|
10/28/2025 |
114
|
$960 M
|
| Navera Investment Management Ltd. |
2025 Q3
|
10/28/2025 |
52
|
$5.2 B
|
| Valued Wealth Advisors LLC |
2025 Q3
|
10/28/2025 |
627
|
$220 M
|