| Tanager Wealth Management LLP |
2025 Q3
|
10/24/2025 |
132
|
$950 M
|
| WORLD EQUITY GROUP, INC. |
2025 Q3
|
10/24/2025 |
347
|
$440 M
|
| Heck Capital Advisors, LLC |
2025 Q3
|
10/24/2025 |
196
|
$1.3 B
|
| Wela Strategies, Inc. |
2025 Q3
|
10/24/2025 |
55
|
$260 M
|
| FengHe Fund Management Pte. Ltd. |
2025 Q3
|
10/24/2025 |
35
|
$1.1 B
|
| MEMBERS CAPITAL ADVISORS INC |
2025 Q3
|
10/24/2025 |
6
|
$87 M
|
| PARNASSUS INVESTMENTS, LLC |
2025 Q3
|
10/24/2025 |
147
|
$43 B
|
| MASTERINVEST Kapitalanlage GmbH |
2025 Q3
|
10/24/2025 |
278
|
$1.0 B
|
| William Allan Corp |
2025 Q3
|
10/24/2025 |
51
|
$180 M
|
| Hudock, Inc. |
2025 Q3
|
10/24/2025 |
199
|
$660 M
|
| Amtrust Financial Services, Inc. |
2025 Q3
|
10/24/2025 |
15
|
$300 M
|
| TCG Capital Management, LP |
2025 Q3
|
10/24/2025 |
1
|
$43 M
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2025 Q3
|
10/24/2025 |
757
|
$12 B
|
| Farnam Financial LLC |
2025 Q3
|
10/23/2025 |
51
|
$130 M
|
| MADDEN SECURITIES Corp |
2025 Q3
|
10/23/2025 |
112
|
$330 M
|
| Comprehensive Money Management Services LLC |
2025 Q3
|
10/23/2025 |
186
|
$140 M
|
| Lakewood Asset Management LLC |
2025 Q3
|
10/23/2025 |
104
|
$170 M
|
| MONEYWISE, INC. |
2025 Q3
|
10/23/2025 |
72
|
$220 M
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2025 Q3
|
10/23/2025 |
514
|
$850 M
|
| Mainsail Financial Group, LLC |
2025 Q3
|
10/23/2025 |
61
|
$230 M
|
| Clarity Wealth Advisors, LLC |
2025 Q3
|
10/23/2025 |
99
|
$450 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2025 Q3
|
10/23/2025 |
134
|
$210 M
|
| Ledgewood Wealth Advisors, LLC |
2025 Q3
|
10/23/2025 |
74
|
$170 M
|
| Maltin Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
131
|
$240 M
|
| Trueblood Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
254
|
$260 M
|
| Valmark Advisers, Inc. |
2025 Q3
|
10/23/2025 |
646
|
$7.7 B
|
| Fjell Capital, LLC |
2025 Q3
|
10/23/2025 |
58
|
$110 M
|
| Tarbox Family Office, Inc. |
2025 Q3
|
10/23/2025 |
114
|
$680 M
|
| SimpliFi, Inc. |
2025 Q3
|
10/23/2025 |
44
|
$230 M
|
| Fingerlakes Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
98
|
$150 M
|
| Sterling Financial Planning, Inc. |
2025 Q3
|
10/23/2025 |
116
|
$320 M
|
| Morton Capital Management LLC/CA |
2025 Q3
|
10/23/2025 |
131
|
$610 M
|
| Jessup Wealth Management, Inc |
2025 Q3
|
10/23/2025 |
80
|
$270 M
|
| Nepsis Inc. |
2025 Q3
|
10/23/2025 |
30
|
$320 M
|
| Narwhal Capital Management |
2025 Q3
|
10/23/2025 |
164
|
$1.4 B
|
| Life Planning Partners, Inc |
2025 Q3
|
10/23/2025 |
70
|
$140 M
|
| Kesler, Norman & Wride, LLC |
2025 Q3
|
10/23/2025 |
219
|
$510 M
|
| Austin Asset Management Co Inc |
2025 Q3
|
10/23/2025 |
74
|
$550 M
|
| Cromwell Holdings LLC |
2025 Q3
|
10/23/2025 |
1,516
|
$190 M
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q3
|
10/23/2025 |
1,510
|
$7.7 B
|
| Pasadena Private Wealth, LLC |
2025 Q3
|
10/23/2025 |
228
|
$690 M
|
| PIONEER TRUST BANK N A/OR |
2025 Q3
|
10/23/2025 |
128
|
$430 M
|
| Wise Wealth Partners |
2025 Q3
|
10/23/2025 |
51
|
$66 M
|
| JGP Global Gestao de Recursos Ltda. |
2025 Q3
|
10/23/2025 |
36
|
$170 M
|
| State of Alaska, Department of Revenue |
2025 Q3
|
10/23/2025 |
3,222
|
$9.8 B
|
| Colorado Capital Management, Inc. |
2025 Q3
|
10/23/2025 |
104
|
$260 M
|
| GRACE & WHITE INC /NY |
2025 Q3
|
10/23/2025 |
139
|
$570 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/23/2025 |
50
|
$240 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q3
|
10/23/2025 |
105
|
$1.4 B
|
| Capital Investment Advisors, LLC |
2025 Q3
|
10/23/2025 |
731
|
$6.1 B
|
| Planned Solutions, Inc. |
2025 Q3
|
10/23/2025 |
138
|
$290 M
|
| Nova R Wealth, Inc. |
2025 Q3
|
10/23/2025 |
80
|
$240 M
|
| Family Capital Trust Co |
2025 Q3
|
10/23/2025 |
90
|
$300 M
|
| MILLER WEALTH ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
109
|
$250 M
|
| Asset Planning,Inc |
2025 Q3
|
10/23/2025 |
296
|
$140 M
|
| Liberty Street Advisors, Inc. |
2025 Q3
|
10/23/2025 |
3
|
$65 M
|
| Joseph Group Capital Management |
2025 Q3
|
10/23/2025 |
97
|
$350 M
|
| Essex LLC |
2025 Q3
|
10/23/2025 |
174
|
$550 M
|
| WEBSTER BANK, N. A. |
2025 Q3
|
10/23/2025 |
809
|
$1.0 B
|
| Canaan Partners XI LLC |
2025 Q3
|
10/23/2025 |
3
|
$100 M
|
| CORTLAND ASSOCIATES INC/MO |
2025 Q3
|
10/23/2025 |
64
|
$850 M
|
| Vermillion Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
1,535
|
$370 M
|
| Guidance Point Advisors, LLC |
2025 Q3
|
10/23/2025 |
98
|
$410 M
|
| Sound Financial Strategies Group, LLC |
2025 Q3
|
10/23/2025 |
108
|
$140 M
|
| Chandler Asset Management, Inc. |
2025 Q3
|
10/23/2025 |
22
|
$610 M
|
| Core Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
34
|
$310 M
|
| OAK FAMILY ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
119
|
$400 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2025 Q3
|
10/23/2025 |
49
|
$1.1 B
|
| DUNCKER STREETT & CO INC |
2025 Q3
|
10/23/2025 |
534
|
$570 M
|
| Legacy Wealth Management, LLC / MS |
2025 Q3
|
10/23/2025 |
94
|
$330 M
|
| Juniper Hill Capital Management LP |
2025 Q3
|
10/23/2025 |
4
|
$420 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2025 Q3
|
10/23/2025 |
120
|
$280 M
|
| Baker Ellis Asset Management LLC |
2025 Q3
|
10/23/2025 |
249
|
$810 M
|
| NISA INVESTMENT ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
3,101
|
$26 B
|
| G&S Capital LLC |
2025 Q3
|
10/23/2025 |
129
|
$270 M
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2025 Q3
|
10/23/2025 |
591
|
$97 M
|
| NESTEGG ADVISORS, INC. |
2025 Q3
|
10/23/2025 |
49
|
$110 M
|
| StoneCrest Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
71
|
$230 M
|
| Next Level Private LLC |
2025 Q3
|
10/23/2025 |
156
|
$340 M
|
| Apex Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
59
|
$140 M
|
| Elk River Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
101
|
$620 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2025 Q3
|
10/23/2025 |
123
|
$420 M
|
| Wingate Wealth Advisors, Inc. |
2025 Q3
|
10/23/2025 |
109
|
$140 M
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2025 Q3
|
10/23/2025 |
185
|
$340 M
|
| PEREGRINE CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/23/2025 |
338
|
$3.3 B
|
| INVESTED ADVISORS |
2025 Q3
|
10/23/2025 |
108
|
$69 M
|
| Yardley Wealth Management LLC |
2025 Q3
|
10/23/2025 |
36
|
$180 M
|
| Summit Place Financial Advisors, LLC |
2025 Q3
|
10/23/2025 |
101
|
$210 M
|
| Ramiah Investment Group |
2025 Q3
|
10/23/2025 |
34
|
$100 M
|
| ABBINGTON INVESTMENT GROUP |
2025 Q3
|
10/23/2025 |
48
|
$120 M
|
| Summit Wealth Group, LLC |
2025 Q3
|
10/23/2025 |
111
|
$410 M
|
| STEINBERGANNA WEALTH MANAGEMENT |
2025 Q3
|
10/23/2025 |
133
|
$210 M
|
| BKM Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
155
|
$270 M
|
| Sage Financial Management Group, Inc. |
2025 Q3
|
10/23/2025 |
56
|
$310 M
|
| Trevian Wealth Management LLC |
2025 Q3
|
10/23/2025 |
40
|
$190 M
|
| Landmark Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
85
|
$250 M
|
| Palouse Capital Management, Inc. |
2025 Q3
|
10/23/2025 |
134
|
$160 M
|
| Steigerwald, Gordon & Koch Inc. |
2025 Q3
|
10/23/2025 |
823
|
$1.0 B
|
| Granite Group Advisors, LLC |
2025 Q3
|
10/23/2025 |
79
|
$170 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2025 Q3
|
10/23/2025 |
354
|
$6.2 B
|