| GARRISON BRADFORD & ASSOCIATES INC |
2025 Q3
|
11/4/2025 |
30
|
$94 M
|
| RIT CAPITAL PARTNERS PLC |
2025 Q3
|
11/4/2025 |
14
|
$710 M
|
| Peak Retirement Planning, Inc. |
2025 Q1
|
11/4/2025 |
105
|
$180 M
|
| American Assets Capital Advisers, LLC |
2025 Q3
|
11/4/2025 |
36
|
$95 M
|
| Peterson Wealth Services |
2025 Q3
|
11/4/2025 |
216
|
$410 M
|
| Truxt Investmentos Ltda. |
2025 Q3
|
11/4/2025 |
25
|
$140 M
|
| TSFG, LLC |
2025 Q3
|
11/4/2025 |
872
|
$630 M
|
| Grantvest Financial Group LLC |
2025 Q3
|
11/4/2025 |
158
|
$140 M
|
| WOODMONT INVESTMENT COUNSEL LLC |
2025 Q3
|
11/4/2025 |
259
|
$1.5 B
|
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q3
|
11/4/2025 |
2
|
$120 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2025 Q3
|
11/4/2025 |
138
|
$200 M
|
| STRATEGY ASSET MANAGERS LLC |
2025 Q3
|
11/4/2025 |
250
|
$560 M
|
| Christian Investment Advisors, Inc. |
2025 Q3
|
11/4/2025 |
11
|
$120 M
|
| Greykasell Wealth Strategies, Inc. |
2025 Q3
|
11/4/2025 |
406
|
$240 M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/4/2025 |
937
|
$7.8 B
|
| Palmer Knight Co |
2025 Q3
|
11/4/2025 |
33
|
$210 M
|
| State of Wyoming |
2025 Q3
|
11/4/2025 |
1,816
|
$880 M
|
| JONES FINANCIAL COMPANIES LLLP |
2025 Q3
|
11/4/2025 |
5,225
|
$150 B
|
| YACKTMAN ASSET MANAGEMENT LP |
2025 Q3
|
11/4/2025 |
70
|
$7.3 B
|
| Seafarer Capital Partners, LLC |
2025 Q3
|
11/4/2025 |
7
|
$350 M
|
| Arjuna Capital |
2025 Q3
|
11/4/2025 |
106
|
$400 M
|
| Van Cleef Asset Management,Inc |
2025 Q3
|
11/4/2025 |
118
|
$980 M
|
| Altium Capital Management LLC |
2025 Q3
|
11/4/2025 |
1
|
$630 k
|
| Allied Investment Advisors, LLC |
2025 Q3
|
11/4/2025 |
97
|
$630 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q3
|
11/4/2025 |
134
|
$270 M
|
| Pineridge Advisors LLC |
2025 Q3
|
11/4/2025 |
460
|
$350 M
|
| Retirement Solution LLC |
2025 Q3
|
11/4/2025 |
48
|
$420 M
|
| A4 Wealth Advisors LLC |
2025 Q3
|
11/4/2025 |
158
|
$120 M
|
| Veritas Asset Management LLP |
2025 Q3
|
11/4/2025 |
30
|
$9.4 B
|
| TFB Advisors LLC |
2025 Q3
|
11/4/2025 |
308
|
$340 M
|
| Essex Bank |
2025 Q3
|
11/4/2025 |
566
|
$440 M
|
| OAK HARBOR WEALTH PARTNERS, LLC |
2025 Q3
|
11/4/2025 |
255
|
$400 M
|
| Gimbal Financial |
2025 Q3
|
11/4/2025 |
55
|
$170 M
|
| Atlatl Advisers LLC |
2025 Q3
|
11/4/2025 |
164
|
$250 M
|
| Lebenthal Global Advisors, LLC |
2025 Q3
|
11/4/2025 |
298
|
$570 M
|
| Midwest Professional Planners, LTD. |
2025 Q3
|
11/4/2025 |
148
|
$410 M
|
| Lane Generational LLC |
2025 Q3
|
11/4/2025 |
31
|
$120 M
|
| Meridian Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
707
|
$2.6 B
|
| OAKWORTH CAPITAL, INC. |
2025 Q3
|
11/4/2025 |
1,220
|
$1.7 B
|
| GREENHAVEN ASSOCIATES INC |
2025 Q3
|
11/4/2025 |
27
|
$6.6 B
|
| Gibbs Wealth Management |
2025 Q1
|
11/4/2025 |
310
|
$410 M
|
| CAPITAL MANAGEMENT CORP /VA |
2025 Q3
|
11/4/2025 |
79
|
$640 M
|
| Gibbs Wealth Management |
2024 Q4
|
11/4/2025 |
288
|
$370 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2025 Q3
|
11/4/2025 |
4,552
|
$200 B
|
| Gibbs Wealth Management |
2024 Q3
|
11/4/2025 |
262
|
$310 M
|
| Souders Financial Advisors |
2025 Q3
|
11/4/2025 |
206
|
$840 M
|
| Gibbs Wealth Management |
2024 Q2
|
11/4/2025 |
237
|
$250 M
|
| Gibbs Wealth Management |
2024 Q1
|
11/4/2025 |
196
|
$170 M
|
| Heritage Wealth Management, Inc. |
2025 Q3
|
11/4/2025 |
248
|
$340 M
|
| MEKETA INVESTMENT GROUP INC /ADV |
2025 Q3
|
11/4/2025 |
28
|
$30 M
|
| Prostatis Group LLC |
2025 Q3
|
11/4/2025 |
165
|
$400 M
|
| AXS Investments LLC |
2025 Q3
|
11/4/2025 |
194
|
$230 M
|
| Access Investment Management LLC |
2025 Q3
|
11/4/2025 |
167
|
$370 M
|
| Chung Wu Investment Group, LLC |
2025 Q3
|
11/4/2025 |
255
|
$120 M
|
| FDx Advisors, Inc. |
2025 Q3
|
11/4/2025 |
184
|
$330 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
73
|
$510 M
|
| SENTINEL TRUST CO LBA |
2025 Q3
|
11/4/2025 |
129
|
$980 M
|
| Mission Hills Financial Advisory, LLC |
2025 Q3
|
11/4/2025 |
49
|
$190 M
|
| Mediolanum International Funds Ltd |
2025 Q3
|
11/4/2025 |
410
|
$9.5 B
|
| Atle Fund Management AB |
2025 Q3
|
11/4/2025 |
38
|
$27 M
|
| Carrera Capital Advisors |
2025 Q3
|
11/4/2025 |
151
|
$560 M
|
| Mutual Advisors, LLC |
2025 Q3
|
11/4/2025 |
1,281
|
$4.5 B
|
| Ativo Capital Management LLC |
2025 Q3
|
11/4/2025 |
57
|
$120 M
|
| Sanofi |
2025 Q3
|
11/4/2025 |
9
|
$260 M
|
| Terra Alpha Investments LLC |
2025 Q3
|
11/4/2025 |
30
|
$98 M
|
| UPTICK PARTNERS, LLC |
2025 Q3
|
11/4/2025 |
277
|
$380 M
|
| MITCHELL SINKLER & STARR/PA |
2025 Q3
|
11/4/2025 |
142
|
$220 M
|
| REIK & CO., LLC |
2025 Q3
|
11/4/2025 |
77
|
$390 M
|
| RIK SAYLOR FINANCIAL, INC. |
2025 Q3
|
11/4/2025 |
83
|
$140 M
|
| GRITSTONE ASSET MANAGEMENT LLC |
2025 Q3
|
11/4/2025 |
124
|
$97 M
|
| UMB Bank, n.a. |
2025 Q3
|
11/4/2025 |
2,963
|
$6.8 B
|
| CWS Financial Advisors, LLC |
2025 Q3
|
11/4/2025 |
140
|
$360 M
|
| Trinity Legacy Partners, LLC |
2025 Q3
|
11/4/2025 |
98
|
$430 M
|
| LANDAAS & CO /WI /ADV |
2025 Q3
|
11/4/2025 |
124
|
$440 M
|
| Frank, Rimerman Advisors LLC |
2025 Q3
|
11/4/2025 |
593
|
$1.6 B
|
| B&I Capital AG |
2025 Q3
|
11/4/2025 |
29
|
$290 M
|
| Centric Wealth Management |
2025 Q3
|
11/4/2025 |
193
|
$450 M
|
| Blake Schutter Theil Wealth Advisors, LLC |
2025 Q3
|
11/4/2025 |
108
|
$100 M
|
| TAIYO LIFE INSURANCE CO |
2025 Q3
|
11/4/2025 |
9
|
$1.1 B
|
| Flaharty Asset Management, LLC |
2025 Q3
|
11/4/2025 |
130
|
$790 M
|
| Financial Strategies Group, Inc. |
2025 Q3
|
11/4/2025 |
93
|
$520 M
|
| Bank of Italy |
2025 Q3
|
11/4/2025 |
8
|
$2.1 B
|
| FORTEM FINANCIAL GROUP, LLC |
2025 Q3
|
11/4/2025 |
167
|
$350 M
|
| PAX Financial Group, LLC |
2025 Q3
|
11/4/2025 |
216
|
$560 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
139
|
$340 M
|
| Gitterman Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
128
|
$440 M
|
| Forthright Family Wealth Advisory LLC |
2025 Q3
|
11/4/2025 |
56
|
$160 M
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2025 Q3
|
11/4/2025 |
42
|
$13 B
|
| Lingohr Asset Management GmbH |
2025 Q3 - RESTATEMENT
|
11/4/2025 |
94
|
$57 M
|
| Jacksonville Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
68
|
$140 M
|
| Topsail Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
257
|
$590 M
|
| FSA WEALTH PARTNERS, INC. |
2025 Q3
|
11/4/2025 |
91
|
$260 M
|
| Sageworth Trust Co of South Dakota |
2025 Q3
|
11/4/2025 |
49
|
$110 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
232
|
$3.2 B
|
| Martin Investment Management, LLC |
2025 Q3
|
11/4/2025 |
51
|
$390 M
|
| TLS Advisors LLC |
2025 Q3
|
11/4/2025 |
19
|
$34 M
|
| Lee Financial Co |
2025 Q3
|
11/4/2025 |
259
|
$800 M
|
| Aikya Investment Management Ltd |
2025 Q3
|
11/4/2025 |
4
|
$360 M
|
| Independent Advisor Alliance |
2025 Q3
|
11/4/2025 |
1,620
|
$3.8 B
|
| 5th Street Advisors, LLC |
2025 Q3
|
11/4/2025 |
24
|
$200 M
|