| Impact Investors, Inc |
2025 Q1
|
4/28/2025 |
153
|
$130 M
|
| Longview Financial Advisors, Inc. |
2025 Q1
|
4/28/2025 |
44
|
$120 M
|
| Clear Creek Financial Management, LLC |
2025 Q1
|
4/28/2025 |
519
|
$960 M
|
| WT Asset Management Ltd |
2025 Q1
|
4/28/2025 |
28
|
$860 M
|
| Salomon & Ludwin, LLC |
2025 Q1
|
4/28/2025 |
717
|
$940 M
|
| Hapanowicz & Associates Financial Services, Inc |
2025 Q1
|
4/28/2025 |
32
|
$180 M
|
| CIDEL ASSET MANAGEMENT INC |
2025 Q1
|
4/28/2025 |
340
|
$1.5 B
|
| RKL Wealth Management LLC |
2025 Q1
|
4/28/2025 |
169
|
$1.1 B
|
| Vontobel Holding Ltd. |
2025 Q1
|
4/28/2025 |
2,681
|
$27 B
|
| BLB&B Advisors, LLC |
2025 Q1
|
4/28/2025 |
276
|
$2.0 B
|
| GUARDIAN INVESTMENT MANAGEMENT |
2025 Q1
|
4/28/2025 |
57
|
$120 M
|
| Elliott Investment Management L.P. |
2024 Q4 - RESTATEMENT
|
4/28/2025 |
45
|
$17 B
|
| ROVIN CAPITAL /UT/ /ADV |
2025 Q1
|
4/28/2025 |
177
|
$310 M
|
| BELLEVUE ASSET MANAGEMENT, LLC |
2025 Q1
|
4/28/2025 |
477
|
$180 M
|
| Fusion Family Wealth LLC |
2025 Q1
|
4/28/2025 |
44
|
$1.1 B
|
| Mutual Advisors, LLC |
2025 Q1
|
4/28/2025 |
1,084
|
$3.5 B
|
| Gutierrez Wealth Advisory, LLC |
2025 Q1
|
4/28/2025 |
81
|
$120 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2025 Q1
|
4/28/2025 |
67
|
$180 M
|
| TKG Advisors, LLC |
2025 Q1
|
4/28/2025 |
86
|
$200 M
|
| CASTLE WEALTH MANAGEMENT LLC |
2025 Q1
|
4/28/2025 |
126
|
$260 M
|
| North Capital, Inc. |
2025 Q1
|
4/28/2025 |
619
|
$110 M
|
| BARLOW WEALTH PARTNERS, INC. |
2025 Q1
|
4/28/2025 |
134
|
$760 M
|
| Summit Place Financial Advisors, LLC |
2025 Q1
|
4/28/2025 |
92
|
$180 M
|
| Mountain Capital Investment Advisors Inc. |
2025 Q1
|
4/28/2025 |
63
|
$470 M
|
| Boulder Wealth Advisors, LLC |
2025 Q1
|
4/28/2025 |
26
|
$170 M
|
| D.A. DAVIDSON & CO. |
2025 Q1
|
4/28/2025 |
1,406
|
$12 B
|
| Rosenberg Matthew Hamilton |
2025 Q1
|
4/28/2025 |
823
|
$400 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2025 Q1
|
4/28/2025 |
4,516
|
$180 B
|
| Spectrum Asset Management, Inc. |
2025 Q1
|
4/28/2025 |
5
|
$55 M
|
| Xcel Wealth Management, LLC |
2025 Q1
|
4/28/2025 |
129
|
$320 M
|
| MBM WEALTH CONSULTANTS, LLC |
2025 Q1
|
4/28/2025 |
105
|
$340 M
|
| Tandem Investment Advisors, Inc. |
2025 Q1
|
4/28/2025 |
71
|
$2.9 B
|
| USCF Advisers LLC |
2025 Q1
|
4/28/2025 |
20
|
$1.0 M
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q1
|
4/28/2025 |
1,509
|
$5.2 B
|
| Red Mountain Financial, LLC |
2025 Q1
|
4/28/2025 |
63
|
$82 M
|
| Kinnevik AB (publ) |
2025 Q1
|
4/28/2025 |
1
|
$71 M
|
| MERITAGE PORTFOLIO MANAGEMENT |
2025 Q1
|
4/28/2025 |
322
|
$1.5 B
|
| Clarity Capital Partners LLC |
2025 Q1
|
4/28/2025 |
123
|
$250 M
|
| Milestone Investment Advisors LLC |
2025 Q1
|
4/28/2025 |
126
|
$360 M
|
| Holcombe Financial, Inc. |
2025 Q1
|
4/28/2025 |
40
|
$120 M
|
| Audent Global Asset Management, LLC |
2025 Q1
|
4/28/2025 |
50
|
$120 M
|
| Buffington Mohr McNeal |
2025 Q1
|
4/28/2025 |
111
|
$510 M
|
| Straight Path Wealth Management |
2025 Q1
|
4/28/2025 |
109
|
$250 M
|
| ZWJ INVESTMENT COUNSEL INC |
2025 Q1
|
4/28/2025 |
211
|
$2.5 B
|
| Clark Asset Management, LLC |
2025 Q1
|
4/28/2025 |
157
|
$600 M
|
| St. James Investment Company, LLC |
2025 Q1
|
4/28/2025 |
29
|
$600 M
|
| Able Wealth Management LLC |
2025 Q1
|
4/28/2025 |
97
|
$170 M
|
| P.A.W. CAPITAL CORP |
2025 Q1
|
4/28/2025 |
17
|
$40 M
|
| Clark Asset Management, LLC |
2024 Q3
|
4/28/2025 |
122
|
$470 M
|
| Smart Money Group LLC |
2025 Q1
|
4/28/2025 |
77
|
$290 M
|
| Clark Asset Management, LLC |
2024 Q2
|
4/28/2025 |
96
|
$360 M
|
| Sterling Manor Financial, LLC |
2025 Q1
|
4/28/2025 |
28
|
$140 M
|
| Resonant Capital Advisors, LLC |
2025 Q1
|
4/28/2025 |
370
|
$1.4 B
|
| Clark Asset Management, LLC |
2024 Q1
|
4/28/2025 |
86
|
$330 M
|
| MontVue Capital Management, Inc. |
2025 Q1
|
4/28/2025 |
57
|
$120 M
|
| Clark Asset Management, LLC |
2023 Q4
|
4/28/2025 |
82
|
$270 M
|
| Global Strategic Investment Solutions, LLC |
2025 Q1
|
4/28/2025 |
147
|
$860 M
|
| Clark Asset Management, LLC |
2023 Q3
|
4/28/2025 |
75
|
$230 M
|
| Capital Investment Counsel, Inc |
2025 Q1
|
4/28/2025 |
244
|
$670 M
|
| Chaney Capital Management, Inc. |
2025 Q1
|
4/28/2025 |
35
|
$220 M
|
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q1
|
4/28/2025 |
2
|
$480 M
|
| Clark Asset Management, LLC |
2023 Q2
|
4/28/2025 |
102
|
$210 M
|
| Clark Asset Management, LLC |
2023 Q1
|
4/28/2025 |
84
|
$170 M
|
| Clark Asset Management, LLC |
2022 Q4
|
4/28/2025 |
80
|
$140 M
|
| TEACHER RETIREMENT SYSTEM OF TEXAS |
2025 Q1
|
4/28/2025 |
2,077
|
$24 B
|
| Lodestone Wealth Management LLC |
2025 Q1
|
4/28/2025 |
192
|
$190 M
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2025 Q1
|
4/28/2025 |
31
|
$110 M
|
| Latitude Advisors, LLC |
2025 Q1
|
4/28/2025 |
186
|
$170 M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q1
|
4/28/2025 |
69
|
$230 M
|
| R.H. Investment Group, LLC |
2025 Q1
|
4/28/2025 |
30
|
$100 M
|
| Revisor Wealth Management LLC |
2025 Q1
|
4/28/2025 |
221
|
$220 M
|
| Strategic Financial Concepts, LLC |
2025 Q1
|
4/28/2025 |
336
|
$530 M
|
| Cannon Advisors, Inc. |
2025 Q1
|
4/28/2025 |
60
|
$110 M
|
| Baskin Financial Services Inc. |
2025 Q1
|
4/28/2025 |
49
|
$1.2 B
|
| Drum Hill Capital, LLC |
2025 Q1
|
4/28/2025 |
46
|
$86 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2025 Q1
|
4/28/2025 |
17
|
$20 M
|
| INCA Investments LLC |
2025 Q1
|
4/28/2025 |
10
|
$220 M
|
| NOVEM GROUP |
2025 Q1
|
4/28/2025 |
711
|
$710 M
|
| Glassy Mountain Advisors, Inc. |
2025 Q1
|
4/28/2025 |
62
|
$280 M
|
| Sebold Capital Management, Inc. |
2025 Q1
|
4/28/2025 |
73
|
$150 M
|
| Ativo Capital Management LLC |
2025 Q1
|
4/28/2025 |
54
|
$120 M
|
| CLUNE & ASSOCIATES, LTD. |
2025 Q1
|
4/28/2025 |
141
|
$330 M
|
| Axis Wealth Partners, LLC |
2025 Q1
|
4/28/2025 |
140
|
$140 M
|
| Trustees of Dartmouth College |
2025 Q1
|
4/28/2025 |
5
|
$350 M
|
| First Horizon Advisors, Inc. |
2025 Q1
|
4/28/2025 |
4,744
|
$3.6 B
|
| FSR Wealth Management Ltd. |
2025 Q1
|
4/28/2025 |
39
|
$76 M
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2025 Q1
|
4/28/2025 |
101
|
$490 M
|
| Cannon Global Investment Management, LLC |
2025 Q1
|
4/28/2025 |
78
|
$57 M
|
| Level Wealth Management LLC |
2025 Q1
|
4/28/2025 |
52
|
$150 M
|
| Weaver Consulting Group |
2025 Q1
|
4/28/2025 |
222
|
$330 M
|
| Elmwood Wealth Management, Inc. |
2025 Q1
|
4/28/2025 |
128
|
$240 M
|
| PRIVATE TRUST CO NA |
2025 Q1
|
4/28/2025 |
2,477
|
$970 M
|
| O'Brien Wealth Partners LLC |
2025 Q1
|
4/28/2025 |
72
|
$540 M
|
| Physician Wealth Advisors, Inc. |
2025 Q1
|
4/28/2025 |
1,436
|
$580 M
|
| Pinnacle Financial Partners Inc |
2025 Q1
|
4/28/2025 |
1,072
|
$5.0 B
|
| Fiduciary Group, LLC |
2025 Q1
|
4/28/2025 |
273
|
$1.0 B
|
| Acuitas Investments, LLC |
2025 Q1
|
4/28/2025 |
66
|
$120 M
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q1
|
4/28/2025 |
56
|
$110 M
|
| Mainstream Capital Management LLC |
2025 Q1
|
4/28/2025 |
86
|
$130 M
|
| Arlington Trust Co LLC |
2025 Q1
|
4/28/2025 |
615
|
$470 M
|