| Zullo Investment Group, Inc. |
2025 Q3
|
10/23/2025 |
152
|
$270 M
|
| Prodigy Asset Management LLC |
2025 Q3
|
10/23/2025 |
24
|
$220 M
|
| Foundry Financial Group, Inc. |
2025 Q3
|
10/23/2025 |
65
|
$190 M
|
| Level Wealth Management LLC |
2025 Q3
|
10/23/2025 |
61
|
$190 M
|
| Sarver Vrooman Wealth Advisors |
2025 Q3
|
10/23/2025 |
130
|
$160 M
|
| Visionary Horizons, LLC |
2025 Q3
|
10/23/2025 |
112
|
$180 M
|
| Citizens National Bank Trust Department |
2025 Q3
|
10/23/2025 |
383
|
$560 M
|
| SLT Holdings LLC |
2025 Q3
|
10/23/2025 |
139
|
$150 M
|
| Canton Hathaway, LLC |
2025 Q3
|
10/23/2025 |
276
|
$520 M
|
| Chokshi & Queen Wealth Advisors, Inc |
2025 Q3
|
10/23/2025 |
61
|
$190 M
|
| Legacy CG, LLC |
2025 Q3
|
10/23/2025 |
46
|
$360 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/23/2025 |
61
|
$260 M
|
| Venturi Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
950
|
$2.2 B
|
| Birch Hill Investment Advisors LLC |
2025 Q3
|
10/23/2025 |
197
|
$2.4 B
|
| BENJAMIN EDWARDS INC |
2025 Q3
|
10/23/2025 |
1,926
|
$8.8 B
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2025 Q3
|
10/23/2025 |
56
|
$51 M
|
| Independent Solutions Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
178
|
$560 M
|
| United Asset Strategies, Inc. |
2025 Q3
|
10/23/2025 |
250
|
$1.2 B
|
| Waycross Investment Management Co |
2025 Q3
|
10/23/2025 |
42
|
$98 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q3
|
10/23/2025 |
69
|
$340 M
|
| Kennon-Green & Company, LLC |
2025 Q3
|
10/23/2025 |
40
|
$130 M
|
| A&I FINANCIAL SERVICES, LLC |
2025 Q3
|
10/23/2025 |
77
|
$200 M
|
| NOESIS CAPITAL MANGEMENT CORP |
2025 Q3
|
10/23/2025 |
127
|
$640 M
|
| RWQ Financial Management Services, Inc. |
2025 Q3
|
10/23/2025 |
23
|
$230 M
|
| CATHY PARETO & ASSOCIATES, INC |
2025 Q3
|
10/23/2025 |
90
|
$130 M
|
| Kedalion Capital Management LLP |
2025 Q3
|
10/23/2025 |
5
|
$2.7 B
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q3
|
10/23/2025 |
53
|
$400 M
|
| Compass Financial Group, INC/SD |
2025 Q3
|
10/23/2025 |
103
|
$670 M
|
| Ethos Financial Group, LLC |
2025 Q3
|
10/23/2025 |
511
|
$1.3 B
|
| SG Americas Securities, LLC |
2025 Q3
|
10/23/2025 |
3,354
|
$30 B
|
| TCV Trust & Wealth Management, Inc. |
2025 Q3
|
10/23/2025 |
407
|
$1.2 B
|
| Clean Yield Group |
2025 Q3
|
10/23/2025 |
426
|
$350 M
|
| WEST BANCORPORATION INC |
2025 Q3
|
10/23/2025 |
110
|
$180 M
|
| Burford Brothers, Inc. |
2025 Q3
|
10/23/2025 |
167
|
$230 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2025 Q2
|
10/23/2025 |
59
|
$57 M
|
| Spire Wealth Management |
2025 Q3
|
10/23/2025 |
2,506
|
$2.9 B
|
| Texas Bank & Trust Co |
2025 Q3
|
10/23/2025 |
405
|
$260 M
|
| Castellan Group |
2025 Q3
|
10/23/2025 |
40
|
$690 M
|
| Barnes Dennig Private Wealth Management LLC |
2025 Q3
|
10/23/2025 |
298
|
$93 M
|
| Tributary Capital Management, LLC |
2025 Q3
|
10/23/2025 |
190
|
$2.1 B
|
| B&D White Capital Company, LLC |
2025 Q3
|
10/23/2025 |
74
|
$780 M
|
| LECAP ASSET MANAGEMENT LTD |
2025 Q3
|
10/23/2025 |
266
|
$290 M
|
| ShoreHaven Wealth Partners, LLC |
2025 Q3
|
10/23/2025 |
102
|
$270 M
|
| Hosking Partners LLP |
2025 Q3
|
10/23/2025 |
116
|
$2.8 B
|
| Clarity Capital Advisors, LLC |
2025 Q3
|
10/23/2025 |
87
|
$180 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2025 Q3
|
10/23/2025 |
71
|
$840 M
|
| Investmark Advisory Group LLC |
2025 Q3
|
10/23/2025 |
133
|
$230 M
|
| HB Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
1,341
|
$15 B
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q3
|
10/23/2025 |
199
|
$820 M
|
| Caldwell Trust Co |
2025 Q3
|
10/23/2025 |
816
|
$1.1 B
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2025 Q3
|
10/23/2025 |
72
|
$600 M
|
| Signature Wealth Management Partners, LLC |
2025 Q3
|
10/23/2025 |
113
|
$190 M
|
| CX Institutional |
2025 Q3
|
10/23/2025 |
1,375
|
$3.3 B
|
| WEDGEWOOD INVESTORS INC /PA/ |
2025 Q3
|
10/23/2025 |
105
|
$91 M
|
| Strategic Blueprint, LLC |
2025 Q3
|
10/23/2025 |
724
|
$2.3 B
|
| Integras Partners LLC |
2025 Q3
|
10/23/2025 |
61
|
$120 M
|
| HT Partners LLC |
2025 Q3
|
10/23/2025 |
52
|
$330 M
|
| OUTFITTERS FINANCIAL LLC |
2025 Q3
|
10/23/2025 |
75
|
$120 M
|
| SkyOak Wealth, LLC |
2025 Q3
|
10/23/2025 |
250
|
$530 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2025 Q3
|
10/23/2025 |
313
|
$550 M
|
| PARK AVENUE SECURITIES LLC |
2025 Q3
|
10/23/2025 |
1,630
|
$13 B
|
| Silchester International Investors LLP |
2025 Q3
|
10/23/2025 |
3
|
$310 M
|
| RPG Investment Advisory, LLC |
2025 Q3
|
10/23/2025 |
84
|
$850 M
|
| Harfst & Associates, Inc. |
2025 Q3
|
10/23/2025 |
112
|
$540 M
|
| Realta Investment Advisors |
2025 Q3
|
10/23/2025 |
330
|
$300 M
|
| Moran Wealth Management, LLC |
2025 Q3
|
10/23/2025 |
491
|
$3.3 B
|
| Motiv8 Investments LLC |
2025 Q3
|
10/23/2025 |
104
|
$190 M
|
| Etesian Wealth Advisors, Inc. |
2025 Q3
|
10/23/2025 |
133
|
$300 M
|
| WMG Financial Advisors, LLC |
2025 Q3
|
10/23/2025 |
336
|
$300 M
|
| Seneca Financial Advisors LLC |
2025 Q3
|
10/23/2025 |
63
|
$310 M
|
| FinDec Wealth Services, Inc. |
2025 Q3
|
10/23/2025 |
34
|
$97 M
|
| Bridgewealth Advisory Group, LLC |
2025 Q3
|
10/23/2025 |
126
|
$430 M
|
| Asset Advisors Investment Management, LLC |
2025 Q3
|
10/23/2025 |
110
|
$1.1 B
|
| True Wind Capital Management, L.P. |
2025 Q3
|
10/23/2025 |
2
|
$270 M
|
| KELLOGG W K FOUNDATION TRUST |
2025 Q3
|
10/23/2025 |
1
|
$3.7 B
|
| Whitegate Investment Counselors, Inc. |
2025 Q3
|
10/23/2025 |
66
|
$300 M
|
| JTC Employer Solutions Trustee Ltd |
2025 Q3
|
10/23/2025 |
315
|
$1.2 B
|
| KLP KAPITALFORVALTNING AS |
2025 Q3
|
10/23/2025 |
2,171
|
$25 B
|
| E Fund Management (Hong Kong) Co., Ltd. |
2025 Q3
|
10/23/2025 |
358
|
$160 M
|
| SECURIAN ASSET MANAGEMENT, INC |
2025 Q3
|
10/23/2025 |
928
|
$3.8 B
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
2025 Q3
|
10/22/2025 |
163
|
$370 M
|
| Sivik Global Healthcare LLC |
2025 Q3
|
10/22/2025 |
44
|
$340 M
|
| McCarthy Asset Management, Inc. |
2025 Q3
|
10/22/2025 |
26
|
$160 M
|
| ANB BANK |
2025 Q3
|
10/22/2025 |
197
|
$250 M
|
| APS Management Group, Inc. |
2025 Q3
|
10/22/2025 |
73
|
$110 M
|
| New Century Financial Group, LLC |
2025 Q3
|
10/22/2025 |
63
|
$56 M
|
| Sather Financial Group Inc |
2025 Q3
|
10/22/2025 |
132
|
$1.8 B
|
| KELLY FINANCIAL GROUP LLC |
2025 Q3
|
10/22/2025 |
96
|
$380 M
|
| Sentry LLC |
2025 Q3
|
10/22/2025 |
125
|
$400 M
|
| Shaker Financial Services, LLC |
2025 Q3
|
10/22/2025 |
149
|
$290 M
|
| AVALON CAPITAL MANAGEMENT |
2025 Q3
|
10/22/2025 |
133
|
$410 M
|
| DSM CAPITAL PARTNERS LLC |
2025 Q3
|
10/22/2025 |
41
|
$7.0 B
|
| O'Brien Wealth Partners LLC |
2025 Q3
|
10/22/2025 |
97
|
$740 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2025 Q3
|
10/22/2025 |
126
|
$320 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2025 Q3
|
10/22/2025 |
55
|
$660 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2025 Q3
|
10/22/2025 |
93
|
$3.0 B
|
| ABSHER WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/22/2025 |
90
|
$840 M
|
| P/E Global LLC |
2025 Q3
|
10/22/2025 |
4
|
$500 M
|
| Pachira Investments Inc. |
2025 Q3
|
10/22/2025 |
65
|
$180 M
|
| WP Advisors, LLC |
2025 Q3
|
10/22/2025 |
121
|
$390 M
|