| Nationwide Fund Advisors |
2025 Q2
|
7/24/2025 |
10
|
$1.8 B
|
| Robertson Stephens Wealth Management, LLC |
2025 Q2
|
7/24/2025 |
550
|
$3.1 B
|
| ENDEAVOR PRIVATE WEALTH, INC. |
2025 Q2
|
7/24/2025 |
261
|
$210 M
|
| Aurora Private Wealth, Inc. |
2025 Q2
|
7/24/2025 |
162
|
$140 M
|
| Certus Wealth Management, LLC |
2025 Q2
|
7/24/2025 |
56
|
$160 M
|
| CASCADE INVESTMENT GROUP, INC. |
2025 Q2
|
7/24/2025 |
142
|
$140 M
|
| Costello Asset Management, INC |
2025 Q2
|
7/24/2025 |
687
|
$270 M
|
| Mengis Capital Management, Inc. |
2025 Q2
|
7/24/2025 |
199
|
$470 M
|
| Baskin Financial Services Inc. |
2025 Q2
|
7/24/2025 |
52
|
$1.3 B
|
| Mraz, Amerine & Associates, Inc. |
2023 Q3 - RESTATEMENT
|
7/24/2025 |
174
|
$440 M
|
| Mraz, Amerine & Associates, Inc. |
2023 Q1 - RESTATEMENT
|
7/24/2025 |
177
|
$410 M
|
| Mraz, Amerine & Associates, Inc. |
2023 Q2 - RESTATEMENT
|
7/24/2025 |
182
|
$430 M
|
| Mraz, Amerine & Associates, Inc. |
2024 Q2 - RESTATEMENT
|
7/24/2025 |
168
|
$490 M
|
| Mraz, Amerine & Associates, Inc. |
2023 Q4 - RESTATEMENT
|
7/24/2025 |
178
|
$480 M
|
| Mraz, Amerine & Associates, Inc. |
2024 Q1 - RESTATEMENT
|
7/24/2025 |
178
|
$530 M
|
| Mraz, Amerine & Associates, Inc. |
2024 Q3 - RESTATEMENT
|
7/24/2025 |
167
|
$550 M
|
| Mraz, Amerine & Associates, Inc. |
2024 Q4 - RESTATEMENT
|
7/24/2025 |
166
|
$560 M
|
| Mraz, Amerine & Associates, Inc. |
2025 Q1 - RESTATEMENT
|
7/24/2025 |
170
|
$580 M
|
| Galvin, Gaustad & Stein, LLC |
2025 Q2
|
7/24/2025 |
191
|
$1.2 B
|
| M1 Capital Management LLC |
2025 Q2
|
7/24/2025 |
94
|
$200 M
|
| Cardano Risk Management B.V. |
2025 Q2
|
7/24/2025 |
27
|
$7.8 B
|
| 3Chopt Investment Partners, LLC |
2025 Q2
|
7/24/2025 |
226
|
$420 M
|
| Birch Capital Management, LLC |
2025 Q2
|
7/24/2025 |
80
|
$200 M
|
| HORIZON BANCORP INC /IN/ |
2025 Q2
|
7/24/2025 |
216
|
$200 M
|
| Ramirez Asset Management, Inc. |
2025 Q2
|
7/24/2025 |
344
|
$660 M
|
| IFP Advisors, Inc |
2025 Q2
|
7/24/2025 |
4,929
|
$3.5 B
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q2
|
7/24/2025 |
248
|
$1.5 B
|
| Ashford Advisors, LLC |
2025 Q2
|
7/24/2025 |
19
|
$430 M
|
| Vantage Point Financial LLC |
2025 Q2
|
7/24/2025 |
148
|
$230 M
|
| Financial Security Advisor, Inc. |
2025 Q2
|
7/24/2025 |
132
|
$430 M
|
| Beacon Bridge Wealth Partners, LLC |
2025 Q2
|
7/24/2025 |
87
|
$250 M
|
| Elite Wealth Management, Inc. |
2025 Q2
|
7/24/2025 |
31
|
$300 M
|
| Castellan Group |
2025 Q2
|
7/24/2025 |
31
|
$540 M
|
| Stonebridge Financial Group, LLC |
2025 Q2
|
7/24/2025 |
235
|
$1.0 B
|
| COERENTE CAPITAL MANAGEMENT |
2025 Q2
|
7/24/2025 |
39
|
$540 M
|
| MA Private Wealth |
2025 Q2
|
7/24/2025 |
80
|
$560 M
|
| Argyle Capital Management, LLC |
2025 Q2
|
7/24/2025 |
132
|
$280 M
|
| Coordinated Financial Services, Inc. |
2025 Q2
|
7/24/2025 |
149
|
$140 M
|
| Morton Brown Family Wealth, LLC |
2025 Q2
|
7/24/2025 |
319
|
$330 M
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2025 Q2
|
7/24/2025 |
163
|
$290 M
|
| KRS Capital Management, LLC |
2025 Q2
|
7/24/2025 |
108
|
$150 M
|
| M. Kraus & Co |
2025 Q2
|
7/24/2025 |
83
|
$340 M
|
| GFG Capital, LLC |
2025 Q2
|
7/24/2025 |
512
|
$330 M
|
| True Link Financial Advisors, LLC |
2025 Q2
|
7/24/2025 |
87
|
$1.4 B
|
| Advanced Asset Management Advisors Inc |
2025 Q2
|
7/24/2025 |
86
|
$370 M
|
| Capital Advisors, Ltd. LLC |
2025 Q2
|
7/24/2025 |
1,531
|
$810 M
|
| MUHLENKAMP & CO INC |
2025 Q2
|
7/24/2025 |
26
|
$320 M
|
| Live Oak Investment Partners |
2025 Q2
|
7/24/2025 |
80
|
$130 M
|
| Game Plan Financial Advisors, LLC |
2025 Q2
|
7/24/2025 |
365
|
$230 M
|
| Weaver Capital Management LLC |
2025 Q2
|
7/24/2025 |
190
|
$410 M
|
| GRAND WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/24/2025 |
72
|
$190 M
|
| CarsonAllaria Wealth Management, Ltd. |
2025 Q2
|
7/24/2025 |
357
|
$190 M
|
| Cardano Risk Management B.V. |
2025 Q1
|
7/24/2025 |
25
|
$6.3 B
|
| Rice Partnership, LLC |
2025 Q2
|
7/24/2025 |
168
|
$580 M
|
| Mercuria Capital Strategies, LLC |
2025 Q2
|
7/24/2025 |
10
|
$370 M
|
| Glencore plc |
2025 Q2
|
7/24/2025 |
2
|
$840 M
|
| Kampmann Melissa S. |
2025 Q2
|
7/24/2025 |
77
|
$130 M
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
2025 Q2
|
7/24/2025 |
170
|
$2.0 B
|
| TFR Capital, LLC. |
2025 Q2 - RESTATEMENT
|
7/24/2025 |
164
|
$280 M
|
| Boomfish Wealth Group, LLC |
2025 Q2
|
7/24/2025 |
87
|
$170 M
|
| Ulland Investment Advisors, LLC |
2025 Q2
|
7/24/2025 |
213
|
$130 M
|
| TFR Capital, LLC. |
2025 Q2
|
7/24/2025 |
164
|
$280 M
|
| Lee Financial Co |
2025 Q2
|
7/24/2025 |
208
|
$700 M
|
| Trevian Wealth Management LLC |
2025 Q2
|
7/24/2025 |
33
|
$160 M
|
| Freedom Day Solutions, LLC |
2025 Q2
|
7/24/2025 |
88
|
$340 M
|
| Callan Family Office, LLC |
2025 Q2
|
7/24/2025 |
931
|
$3.2 B
|
| Court Place Advisors, LLC |
2025 Q2
|
7/24/2025 |
146
|
$320 M
|
| BLAIR WILLIAM & CO/IL |
2025 Q2
|
7/24/2025 |
1,824
|
$36 B
|
| Verde Servicos Internacionais S.A. |
2025 Q2
|
7/24/2025 |
41
|
$230 M
|
| McKinley Carter Wealth Services, Inc. |
2025 Q2
|
7/24/2025 |
308
|
$1.8 B
|
| Triodos Investment Management BV |
2025 Q2
|
7/24/2025 |
50
|
$1.3 B
|
| Gilliland Jeter Wealth Management LLC |
2025 Q2
|
7/24/2025 |
178
|
$310 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2025 Q2
|
7/24/2025 |
359
|
$4.4 B
|
| Pinion Investment Advisors, LLC |
2025 Q2
|
7/24/2025 |
163
|
$290 M
|
| WMG Financial Advisors, LLC |
2025 Q2
|
7/24/2025 |
305
|
$270 M
|
| Stiles Financial Services Inc |
2025 Q2
|
7/24/2025 |
175
|
$290 M
|
| L. Roy Papp & Associates, LLP |
2025 Q2
|
7/24/2025 |
180
|
$840 M
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2025 Q2
|
7/24/2025 |
234
|
$1.1 B
|
| Vivid Wealth Management, LLC |
2025 Q2
|
7/24/2025 |
62
|
$230 M
|
| Ridgeline Wealth Planning, LLC |
2025 Q2
|
7/24/2025 |
37
|
$120 M
|
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/24/2025 |
68
|
$160 M
|
| Antonelli Financial Advisors, LLC |
2025 Q2
|
7/24/2025 |
46
|
$140 M
|
| NavPoint Financial, Inc. |
2025 Q2
|
7/24/2025 |
60
|
$170 M
|
| Wealthstar Advisors, LLC |
2025 Q2
|
7/24/2025 |
140
|
$270 M
|
| Etesian Wealth Advisors, Inc. |
2025 Q2
|
7/24/2025 |
135
|
$270 M
|
| Total Wealth Planning & Management, Inc. |
2025 Q2
|
7/24/2025 |
217
|
$120 M
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2025 Q2
|
7/24/2025 |
20
|
$8.7 B
|
| Katamaran Capital LLP |
2025 Q2
|
7/24/2025 |
26
|
$110 M
|
| E Fund Management (Hong Kong) Co., Ltd. |
2025 Q2
|
7/24/2025 |
147
|
$100 M
|
| BAXTER BROS INC |
2025 Q2
|
7/23/2025 |
151
|
$820 M
|
| US BANCORP \DE\ |
2025 Q2
|
7/23/2025 |
9,904
|
$79 B
|
| Copperwynd Financial, LLC |
2025 Q2
|
7/23/2025 |
156
|
$400 M
|
| Wealth Advisors Northwest LLC |
2025 Q2
|
7/23/2025 |
61
|
$190 M
|
| Lokken Investment Group LLC |
2025 Q2
|
7/23/2025 |
138
|
$260 M
|
| MSH Capital Advisors LLC |
2025 Q2
|
7/23/2025 |
242
|
$350 M
|
| Leo Wealth, LLC |
2025 Q2
|
7/23/2025 |
385
|
$1.3 B
|
| PayPay Securities Corp |
2025 Q2
|
7/23/2025 |
273
|
$2.0 M
|
| McElhenny Sheffield Capital Management, LLC |
2025 Q2 - RESTATEMENT
|
7/23/2025 |
103
|
$370 M
|
| PPSC Investment Service Corp |
2025 Q2
|
7/23/2025 |
7
|
$1.1 B
|
| MFA Wealth Services |
2025 Q2
|
7/23/2025 |
114
|
$130 M
|