| White Pine Investment CO |
2025 Q4
|
1/28/2026 |
69
|
$420 M
|
| Badgley Phelps Wealth Managers, LLC |
2025 Q4
|
1/28/2026 |
327
|
$5.5 B
|
| Provident Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
138
|
$340 M
|
| Lebenthal Global Advisors, LLC |
2025 Q4
|
1/28/2026 |
280
|
$650 M
|
| ABSHER WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/28/2026 |
73
|
$840 M
|
| SAGE PRIVATE WEALTH GROUP, LLC |
2025 Q4
|
1/28/2026 |
90
|
$190 M
|
| Sage Advisory Services, Ltd.Co. |
2025 Q4
|
1/28/2026 |
45
|
$180 M
|
| Peapod Lane Capital LLC |
2025 Q4
|
1/28/2026 |
59
|
$120 M
|
| Turtle Creek Wealth Advisors, LLC |
2025 Q4
|
1/28/2026 |
385
|
$1.3 B
|
| Laurus Global Equity Management Inc. |
2025 Q4
|
1/28/2026 |
44
|
$120 M
|
| Nicholson Meyer Capital Management, Inc. |
2025 Q4
|
1/28/2026 |
44
|
$130 M
|
| PhiloSmith Capital Corp |
2025 Q4
|
1/28/2026 |
61
|
$360 M
|
| Torray Investment Partners LLC |
2025 Q4
|
1/28/2026 |
95
|
$700 M
|
| One River Asset Management, LLC |
2025 Q4
|
1/28/2026 |
234
|
$1.1 B
|
| Financial Symmetry Inc |
2025 Q4
|
1/28/2026 |
60
|
$250 M
|
| Nvest Wealth Strategies, Inc. |
2025 Q4
|
1/28/2026 |
216
|
$140 M
|
| PEREGRINE CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/28/2026 |
293
|
$3.3 B
|
| Boyd Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
48
|
$240 M
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2025 Q4
|
1/28/2026 |
631
|
$11 B
|
| MILESTONE ASSET MANAGEMENT, LLC |
2025 Q4
|
1/28/2026 |
269
|
$530 M
|
| Evergreen Private Wealth LLC |
2025 Q4
|
1/28/2026 |
91
|
$250 M
|
| Eos Management, L.P. |
2025 Q4
|
1/28/2026 |
42
|
$250 M
|
| Alesco Advisors LLC |
2025 Q4
|
1/28/2026 |
203
|
$3.9 B
|
| Juno Financial Group LLC |
2025 Q4
|
1/28/2026 |
69
|
$250 M
|
| WP Advisors, LLC |
2025 Q4
|
1/28/2026 |
116
|
$400 M
|
| Retirement Planning Co of New England, Inc. |
2025 Q4
|
1/28/2026 |
245
|
$250 M
|
| Mystic Asset Management, Inc. |
2025 Q4
|
1/28/2026 |
219
|
$440 M
|
| Schear Investment Advisers, LLC |
2025 Q4
|
1/28/2026 |
75
|
$230 M
|
| Palacios Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
68
|
$130 M
|
| DekaBank Deutsche Girozentrale |
2025 Q4
|
1/28/2026 |
1,980
|
$58 B
|
| Aureum Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
49
|
$110 M
|
| Fairway Wealth LLC |
2025 Q4
|
1/28/2026 |
237
|
$370 M
|
| A&I FINANCIAL SERVICES, LLC |
2025 Q4
|
1/28/2026 |
79
|
$210 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/28/2026 |
45
|
$220 M
|
| ICG Advisors, LLC |
2025 Q4
|
1/28/2026 |
6
|
$37 M
|
| Ayrshire Capital Management LLC |
2025 Q4
|
1/28/2026 |
49
|
$220 M
|
| TTP Investments, Inc. |
2025 Q4
|
1/28/2026 |
40
|
$310 M
|
| O'ROURKE & COMPANY, Inc |
2025 Q4
|
1/28/2026 |
168
|
$260 M
|
| Manuka Financial, LLC |
2025 Q4
|
1/28/2026 |
57
|
$160 M
|
| TEACHER RETIREMENT SYSTEM OF TEXAS |
2025 Q4
|
1/28/2026 |
1,619
|
$29 B
|
| Trail Ridge Investment Advisors, LLC |
2025 Q4
|
1/28/2026 |
103
|
$230 M
|
| waypoint wealth counsel |
2025 Q4
|
1/28/2026 |
448
|
$270 M
|
| Davis Capital Management |
2025 Q4
|
1/28/2026 |
603
|
$150 M
|
| OLD NATIONAL BANCORP /IN/ |
2025 Q4
|
1/28/2026 |
1,250
|
$6.0 B
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2025 Q4
|
1/28/2026 |
103
|
$120 M
|
| B. Metzler seel. Sohn & Co. AG |
2025 Q4
|
1/28/2026 |
1,152
|
$11 B
|
| RJA Asset Management LLC |
2025 Q4
|
1/28/2026 |
3
|
$280 M
|
| Bull Street Advisors, LLC |
2025 Q4
|
1/28/2026 |
92
|
$220 M
|
| Legacy Capital Group California, Inc. |
2025 Q4
|
1/28/2026 |
336
|
$410 M
|
| Cranbrook Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
403
|
$510 M
|
| Joseph P. Lucia & Associates, LLC |
2025 Q4
|
1/28/2026 |
166
|
$280 M
|
| Wealth Management Nebraska |
2025 Q4
|
1/28/2026 |
91
|
$870 M
|
| Omega Financial Group, LLC |
2025 Q4
|
1/28/2026 |
111
|
$300 M
|
| May Barnhard Investments LLC |
2025 Q4
|
1/28/2026 |
84
|
$210 M
|
| HOEY INVESTMENTS, INC |
2025 Q4
|
1/28/2026 |
430
|
$750 M
|
| MIO PARTNERS, INC. |
2025 Q4
|
1/28/2026 |
8
|
$440 M
|
| Deane Retirement Strategies, Inc. |
2025 Q4
|
1/28/2026 |
71
|
$240 M
|
| Wingate Wealth Advisors, Inc. |
2025 Q4
|
1/28/2026 |
117
|
$180 M
|
| Southern Farm Bureau Life Insurance |
2025 Q4
|
1/28/2026 |
16
|
$970 M
|
| Morton Brown Family Wealth, LLC |
2025 Q4
|
1/28/2026 |
294
|
$370 M
|
| CARNEGIE MELLON UNIVERSITY |
2025 Q4
|
1/28/2026 |
6
|
$89 M
|
| G&S Capital LLC |
2025 Q4
|
1/28/2026 |
132
|
$280 M
|
| FISHMAN JAY A LTD/MI |
2025 Q4
|
1/28/2026 |
82
|
$1.2 B
|
| Rockingstone Advisors LLC |
2025 Q4
|
1/28/2026 |
112
|
$220 M
|
| United Asset Strategies, Inc. |
2025 Q4
|
1/28/2026 |
262
|
$1.3 B
|
| Financial Perspectives, Inc |
2025 Q4
|
1/28/2026 |
714
|
$370 M
|
| Core Wealth Management, Inc. |
2025 Q4
|
1/28/2026 |
41
|
$320 M
|
| VILLERE ST DENIS J & CO LLC |
2025 Q4
|
1/28/2026 |
80
|
$1.0 B
|
| Cabot-Wellington, LLC |
2025 Q4
|
1/28/2026 |
5
|
$310 M
|
| Applied Fundamental Research, LLC |
2025 Q4
|
1/28/2026 |
10
|
$100 M
|
| Confluence Wealth Services, Inc. |
2025 Q4
|
1/28/2026 |
371
|
$2.4 B
|
| EPG Wealth Management LLC |
2025 Q4
|
1/28/2026 |
319
|
$370 M
|
| HB Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
1,404
|
$15 B
|
| Davidson Capital Management Inc. |
2025 Q4
|
1/28/2026 |
117
|
$460 M
|
| Grant Street Asset Management, Inc. |
2025 Q4
|
1/28/2026 |
87
|
$500 M
|
| THOMA BRAVO, L.P. |
2025 Q4
|
1/28/2026 |
3
|
$10 B
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2025 Q4
|
1/28/2026 |
75
|
$590 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/28/2026 |
221
|
$1.5 B
|
| Marietta Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
124
|
$860 M
|
| Team Hewins, LLC |
2025 Q4
|
1/28/2026 |
40
|
$310 M
|
| Caprock Group, LLC |
2025 Q4
|
1/28/2026 |
1,191
|
$4.7 B
|
| Boston Trust Walden Corp |
2025 Q4
|
1/28/2026 |
594
|
$13 B
|
| Investmark Advisory Group LLC |
2025 Q4
|
1/28/2026 |
135
|
$230 M
|
| LETSON INVESTMENT MANAGEMENT, INC. |
2025 Q4
|
1/28/2026 |
101
|
$270 M
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q4
|
1/28/2026 |
871
|
$2.1 B
|
| StoryOne LLC |
2025 Q4
|
1/28/2026 |
68
|
$170 M
|
| Israel Discount Bank of New York |
2025 Q4
|
1/28/2026 |
44
|
$37 M
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2025 Q4
|
1/28/2026 |
194
|
$610 M
|
| BARRETT & COMPANY, INC. |
2025 Q4
|
1/28/2026 |
666
|
$300 M
|
| Cornerstone Advisory, LLC |
2025 Q4
|
1/28/2026 |
248
|
$1.0 B
|
| WEST MICHIGAN ADVISORS, LLC |
2025 Q4
|
1/28/2026 |
271
|
$440 M
|
| FWG Investments, LLC. |
2025 Q4
|
1/28/2026 |
111
|
$160 M
|
| AMARILLO NATIONAL BANK |
2025 Q4
|
1/28/2026 |
128
|
$570 M
|
| Serenus Wealth Advisors, LLC |
2025 Q4
|
1/28/2026 |
74
|
$520 M
|
| Cornerstone National Bank & Trust Co |
2025 Q3
|
1/28/2026 |
224
|
$250 M
|
| Cornerstone National Bank & Trust Co |
2024 Q4
|
1/28/2026 |
218
|
$220 M
|
| Cornerstone National Bank & Trust Co |
2025 Q1
|
1/28/2026 |
222
|
$220 M
|
| Cornerstone National Bank & Trust Co |
2025 Q2
|
1/28/2026 |
224
|
$230 M
|
| Rothschild & Co Wealth Management UK Ltd |
2025 Q4
|
1/28/2026 |
25
|
$6.4 B
|
| Cornerstone National Bank & Trust Co |
2024 Q2
|
1/28/2026 |
112
|
$200 M
|