| Japan Post Holdings Co., Ltd. |
2025 Q2
|
7/25/2025 |
1
|
$5.5 B
|
| NorthRock Partners, LLC |
2025 Q2
|
7/25/2025 |
910
|
$3.9 B
|
| Priebe Wealth Holdings LLC |
2025 Q2
|
7/25/2025 |
53
|
$120 M
|
| Penbrook Management LLC |
2025 Q2
|
7/25/2025 |
107
|
$130 M
|
| Verdence Capital Advisors LLC |
2025 Q2
|
7/25/2025 |
672
|
$1.5 B
|
| AVALON VENTURES MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
2
|
$19 M
|
| Atria Wealth Solutions, Inc. |
2025 Q2
|
7/25/2025 |
2,098
|
$4.4 B
|
| Envestnet Portfolio Solutions, Inc. |
2025 Q2
|
7/25/2025 |
1,516
|
$27 B
|
| Heartland Bank & Trust Co |
2025 Q2
|
7/25/2025 |
202
|
$210 M
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q2
|
7/25/2025 |
1,509
|
$5.7 B
|
| Concord Asset Management, LLC/VA |
2025 Q2
|
7/25/2025 |
201
|
$660 M
|
| Wealth Architects, LLC |
2025 Q2
|
7/25/2025 |
226
|
$980 M
|
| RoundAngle Advisors LLC |
2025 Q2
|
7/25/2025 |
58
|
$120 M
|
| FIDELIS iM, LLC |
2025 Q2
|
7/25/2025 |
22
|
$220 M
|
| Astoria Portfolio Advisors LLC. |
2025 Q2
|
7/25/2025 |
258
|
$360 M
|
| Concord Wealth Partners |
2025 Q2
|
7/25/2025 |
861
|
$690 M
|
| Sequoia Financial Advisors, LLC |
2025 Q2
|
7/25/2025 |
1,588
|
$15 B
|
| Total Clarity Wealth Management, Inc. |
2025 Q2
|
7/25/2025 |
288
|
$350 M
|
| Courage Miller Partners, LLC |
2025 Q2
|
7/25/2025 |
86
|
$320 M
|
| Vest Financial, LLC |
2025 Q2
|
7/25/2025 |
558
|
$7.1 B
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
1,917
|
$9.3 B
|
| Riverpoint Wealth Management Holdings, LLC |
2025 Q2
|
7/25/2025 |
54
|
$430 M
|
| Parker Financial LLC |
2025 Q2
|
7/25/2025 |
35
|
$230 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2025 Q2
|
7/25/2025 |
75
|
$9.0 B
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q2
|
7/25/2025 |
71
|
$130 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/25/2025 |
184
|
$31 B
|
| M.E. ALLISON & CO., INC. |
2025 Q2
|
7/25/2025 |
171
|
$120 M
|
| St. Louis Trust Co |
2025 Q2
|
7/25/2025 |
186
|
$750 M
|
| Kellett Wealth Advisors, LLC |
2025 Q2
|
7/25/2025 |
71
|
$150 M
|
| Community Bank, N.A. |
2025 Q2
|
7/25/2025 |
577
|
$760 M
|
| Northwest Capital Management Inc |
2025 Q2
|
7/25/2025 |
352
|
$180 M
|
| Defender Capital, LLC. |
2025 Q2
|
7/25/2025 |
39
|
$290 M
|
| Cypress Capital Group |
2025 Q2
|
7/25/2025 |
269
|
$800 M
|
| Emeth Value Capital, LLC |
2025 Q2
|
7/25/2025 |
5
|
$110 M
|
| Wells Financial Advisors INC |
2025 Q2
|
7/25/2025 |
76
|
$73 M
|
| Leith Wheeler Investment Counsel Ltd. |
2025 Q2
|
7/25/2025 |
65
|
$1.5 B
|
| Stephens Consulting, LLC |
2025 Q2
|
7/25/2025 |
1,186
|
$420 M
|
| Bill Few Associates, Inc. |
2025 Q2
|
7/25/2025 |
194
|
$350 M
|
| Gordian Advisors LLC |
2025 Q2
|
7/25/2025 |
46
|
$140 M
|
| Dynamic Financial Group |
2025 Q2
|
7/25/2025 |
61
|
$100 M
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2025 Q2
|
7/25/2025 |
207
|
$850 M
|
| Pegasus Asset Management, Inc. |
2025 Q2
|
7/25/2025 |
72
|
$290 M
|
| First Trust Capital Management L.P. |
2025 Q1 - RESTATEMENT
|
7/25/2025 |
111
|
$1.4 B
|
| MGO ONE SEVEN LLC |
2025 Q2
|
7/25/2025 |
1,192
|
$3.1 B
|
| ONE Advisory Partners, LLC |
2025 Q2
|
7/25/2025 |
61
|
$300 M
|
| Welch Group, LLC |
2025 Q2
|
7/25/2025 |
281
|
$2.4 B
|
| SW Investment Management LLC |
2025 Q2
|
7/25/2025 |
8
|
$420 M
|
| Pathway Financial Advisors LLC |
2025 Q2
|
7/25/2025 |
133
|
$680 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2025 Q2
|
7/25/2025 |
74
|
$490 M
|
| Stack Financial Management, Inc |
2025 Q2
|
7/25/2025 |
49
|
$1.1 B
|
| MITCHELL CAPITAL MANAGEMENT CO |
2025 Q2
|
7/25/2025 |
107
|
$530 M
|
| Ellis Investment Partners, LLC |
2025 Q2
|
7/25/2025 |
239
|
$510 M
|
| Joel Adams & Associates, Inc. |
2025 Q2
|
7/25/2025 |
61
|
$110 M
|
| Genesee Capital Advisors, LLC |
2025 Q2
|
7/25/2025 |
121
|
$220 M
|
| M3 Advisory Group, LLC |
2025 Q2
|
7/25/2025 |
149
|
$140 M
|
| Index Fund Advisors, Inc. |
2025 Q2
|
7/25/2025 |
144
|
$1.8 B
|
| McNamara Financial Services, Inc. |
2025 Q2
|
7/25/2025 |
92
|
$500 M
|
| YARGER WEALTH STRATEGIES, LLC |
2025 Q2
|
7/25/2025 |
111
|
$190 M
|
| Bull Street Advisors, LLC |
2025 Q2
|
7/25/2025 |
89
|
$210 M
|
| Sharp Financial Services, LLC |
2025 Q2
|
7/25/2025 |
90
|
$160 M
|
| LIBRA WEALTH LLC |
2025 Q2
|
7/25/2025 |
69
|
$310 M
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2025 Q2
|
7/25/2025 |
77
|
$110 M
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2025 Q2
|
7/25/2025 |
64
|
$360 M
|
| Clarendon Private LLC |
2025 Q2
|
7/25/2025 |
100
|
$100 M
|
| CCG WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
80
|
$190 M
|
| GW HENSSLER & ASSOCIATES LTD |
2025 Q2
|
7/25/2025 |
186
|
$1.9 B
|
| Alpha Financial Partners, LLC |
2025 Q2
|
7/25/2025 |
89
|
$140 M
|
| ACORN CREEK CAPITAL LLC |
2025 Q2
|
7/25/2025 |
75
|
$240 M
|
| MITCHELL SINKLER & STARR/PA |
2025 Q2
|
7/25/2025 |
144
|
$210 M
|
| First Trust Capital Management L.P. |
2024 Q4 - RESTATEMENT
|
7/25/2025 |
102
|
$1.3 B
|
| Ruedi Wealth Management, Inc. |
2025 Q2
|
7/25/2025 |
55
|
$340 M
|
| Lion Street Advisors, LLC |
2025 Q2
|
7/25/2025 |
274
|
$330 M
|
| Charles Schwab Trust Bank |
2025 Q2
|
7/25/2025 |
1
|
$95 M
|
| MOKAN Wealth Management Inc. |
2025 Q2
|
7/25/2025 |
82
|
$180 M
|
| HAZLETT, BURT & WATSON, INC. |
2025 Q2
|
7/25/2025 |
9,591
|
$240 M
|
| Allspring Global Investments Holdings, LLC |
2025 Q2
|
7/25/2025 |
3,156
|
$60 B
|
| Carbahal Olsen Financial Services Group, LLC |
2025 Q2
|
7/25/2025 |
36
|
$120 M
|
| RHS Financial, LLC |
2025 Q2
|
7/25/2025 |
131
|
$180 M
|
| Almanack Investment Partners, LLC. |
2025 Q2
|
7/25/2025 |
206
|
$630 M
|
| Alta Advisers Ltd |
2025 Q2
|
7/25/2025 |
248
|
$280 M
|
| Commonwealth Financial Services, LLC |
2025 Q2
|
7/25/2025 |
215
|
$520 M
|
| Maestria Partners LLC |
2025 Q2
|
7/25/2025 |
14
|
$290 M
|
| Valley Brook Capital Group, Inc. |
2025 Q2
|
7/25/2025 |
115
|
$130 M
|
| Pandora Wealth, Inc. |
2025 Q2
|
7/25/2025 |
298
|
$160 M
|
| Landmark Wealth Management, LLC |
2025 Q2
|
7/25/2025 |
87
|
$230 M
|
| WestBridge Capital Management, LLC |
2025 Q2
|
7/25/2025 |
1
|
$200 M
|
| LRI Investments, LLC |
2025 Q2
|
7/25/2025 |
1,552
|
$1.2 B
|
| Prostatis Group LLC |
2025 Q2
|
7/25/2025 |
156
|
$350 M
|
| CRITERIA CAIXA, S.A.U. |
2025 Q2
|
7/25/2025 |
19
|
$760 M
|
| Brightwater Advisory LLC |
2025 Q2
|
7/25/2025 |
61
|
$130 M
|
| Legal Advantage Investments, Inc. |
2025 Q2
|
7/25/2025 |
94
|
$210 M
|
| Orca Investment Management, LLC |
2025 Q2
|
7/25/2025 |
60
|
$110 M
|
| Midwest Capital Advisors, LLC |
2025 Q2
|
7/25/2025 |
188
|
$190 M
|
| CWM, LLC |
2025 Q2
|
7/25/2025 |
5,277
|
$28 B
|
| Transcendent Capital Group LLC |
2025 Q2
|
7/25/2025 |
99
|
$190 M
|
| Willow Creek Wealth Management Inc. |
2024 Q3
|
7/25/2025 |
155
|
$950 M
|
| Willow Creek Wealth Management Inc. |
2024 Q2
|
7/25/2025 |
149
|
$880 M
|
| Willow Creek Wealth Management Inc. |
2024 Q1
|
7/25/2025 |
153
|
$860 M
|
| Quantum Financial Planning Services, Inc. |
2025 Q2
|
7/25/2025 |
46
|
$210 M
|
| MERITAGE PORTFOLIO MANAGEMENT |
2025 Q2
|
7/25/2025 |
327
|
$1.6 B
|