| BESSEMER GROUP INC |
2025 Q1
|
4/23/2025 |
7,924
|
$56 B
|
| Corundum Group, Inc. |
2025 Q1
|
4/23/2025 |
98
|
$210 M
|
| First Pacific Financial |
2025 Q1
|
4/23/2025 |
526
|
$490 M
|
| Aurora Private Wealth, Inc. |
2025 Q1
|
4/23/2025 |
227
|
$110 M
|
| Williams Financial, LLC |
2025 Q1
|
4/23/2025 |
15
|
$140 M
|
| Northland Capital Management LLC |
2025 Q1
|
4/23/2025 |
31
|
$150 M
|
| OLYMPUS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/23/2025 |
20
|
$230 M
|
| Kellett Wealth Advisors, LLC |
2025 Q1
|
4/23/2025 |
73
|
$140 M
|
| MOKAN Wealth Management Inc. |
2025 Q1
|
4/23/2025 |
74
|
$170 M
|
| California Public Employees Retirement System |
2024 Q4 - RESTATEMENT
|
4/23/2025 |
1,142
|
$150 B
|
| DORVAL Corp |
2025 Q1
|
4/23/2025 |
36
|
$250 M
|
| Galilei Investment Office LLP |
2024 Q4
|
4/23/2025 |
27
|
$200 M
|
| Saxony Capital Management, LLC |
2025 Q1
|
4/23/2025 |
122
|
$110 M
|
| JCIC Asset Management Inc. |
2025 Q1
|
4/23/2025 |
164
|
$240 M
|
| Berkshire Money Management, Inc. |
2025 Q1
|
4/23/2025 |
103
|
$890 M
|
| MATTERN CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/23/2025 |
163
|
$790 M
|
| Riverbend Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
119
|
$110 M
|
| Mission Hills Financial Advisory, LLC |
2025 Q1
|
4/23/2025 |
37
|
$140 M
|
| Mattern Wealth Management LLC |
2025 Q1
|
4/23/2025 |
166
|
$450 M
|
| Sage Financial Management Group, Inc. |
2025 Q1
|
4/23/2025 |
56
|
$280 M
|
| Balance Wealth, LLC |
2025 Q1
|
4/23/2025 |
110
|
$150 M
|
| RAM Investment Partners, LLC |
2025 Q1
|
4/23/2025 |
152
|
$410 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2025 Q1
|
4/23/2025 |
52
|
$680 M
|
| VALICENTI ADVISORY SERVICES INC |
2025 Q1
|
4/23/2025 |
71
|
$390 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2025 Q1
|
4/23/2025 |
97
|
$2.5 B
|
| Wealthquest Corp |
2025 Q1
|
4/23/2025 |
132
|
$1.2 B
|
| Gray Private Wealth, LLC |
2025 Q1
|
4/23/2025 |
40
|
$170 M
|
| Slocum, Gordon & Co LLP |
2025 Q1
|
4/23/2025 |
135
|
$130 M
|
| Golden State Equity Partners |
2025 Q1
|
4/23/2025 |
430
|
$510 M
|
| DAYMARK WEALTH PARTNERS, LLC |
2025 Q1 - RESTATEMENT
|
4/23/2025 |
498
|
$2.3 B
|
| E&G Advisors, LP |
2025 Q1
|
4/23/2025 |
207
|
$350 M
|
| Trust Co of Kansas |
2025 Q1
|
4/23/2025 |
56
|
$190 M
|
| LECAP ASSET MANAGEMENT LTD |
2025 Q1
|
4/23/2025 |
278
|
$430 M
|
| S.A. Mason LLC |
2025 Q1
|
4/23/2025 |
348
|
$190 M
|
| Summerhill Capital Management lnc. |
2025 Q1
|
4/23/2025 |
21
|
$75 M
|
| Global Assets Advisory, LLC |
2025 Q1
|
4/23/2025 |
263
|
$530 M
|
| Mill Capital Management, LLC |
2025 Q1
|
4/23/2025 |
119
|
$1.2 B
|
| Spider Management Company, LLC |
2025 Q1
|
4/23/2025 |
4
|
$230 M
|
| STEPH & CO |
2025 Q1
|
4/23/2025 |
260
|
$280 M
|
| Koesten, Hirschmann & Crabtree, INC. |
2025 Q1
|
4/23/2025 |
235
|
$170 M
|
| Bank of Italy |
2025 Q1
|
4/23/2025 |
8
|
$1.9 B
|
| Field & Main Bank |
2025 Q1
|
4/23/2025 |
261
|
$280 M
|
| Silver Lake Advisory, LLC |
2025 Q1
|
4/23/2025 |
99
|
$230 M
|
| Archford Capital Strategies, LLC |
2025 Q1
|
4/23/2025 |
289
|
$680 M
|
| TABR Capital Management, LLC |
2025 Q1
|
4/23/2025 |
30
|
$96 M
|
| Financial Enhancement Group LLC |
2025 Q1
|
4/23/2025 |
113
|
$640 M
|
| Strategic Investment Advisors / MI |
2025 Q1
|
4/23/2025 |
236
|
$940 M
|
| EDMP, INC. |
2025 Q1
|
4/23/2025 |
71
|
$120 M
|
| Ruedi Wealth Management, Inc. |
2025 Q1
|
4/23/2025 |
332
|
$320 M
|
| HORIZON BANCORP INC /IN/ |
2025 Q1
|
4/23/2025 |
183
|
$180 M
|
| PENN DAVIS MCFARLAND INC |
2025 Q1
|
4/23/2025 |
75
|
$850 M
|
| Econ Financial Services Corp |
2025 Q1
|
4/23/2025 |
78
|
$190 M
|
| SYQUANT CAPITAL SAS |
2025 Q1
|
4/23/2025 |
14
|
$140 M
|
| PBMares Wealth Management LLC |
2025 Q1
|
4/23/2025 |
191
|
$500 M
|
| Independence Asset Advisors, LLC |
2025 Q1
|
4/23/2025 |
13
|
$31 M
|
| Vectors Research Management, LLC |
2025 Q1
|
4/23/2025 |
116
|
$290 M
|
| Yorktown Management & Research Co Inc |
2025 Q1
|
4/23/2025 |
206
|
$92 M
|
| INVESCO, LLC |
2025 Q1
|
4/23/2025 |
128
|
$240 M
|
| Proactive Wealth Strategies LLC |
2025 Q1
|
4/23/2025 |
130
|
$190 M
|
| Harbour Capital Advisors, LLC |
2025 Q1
|
4/23/2025 |
271
|
$400 M
|
| Genworth Financial Inc |
2025 Q1
|
4/23/2025 |
2
|
$370 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2025 Q1
|
4/23/2025 |
35
|
$200 M
|
| Moran Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
574
|
$3.0 B
|
| Fourth Dimension Wealth, LLC |
2025 Q1
|
4/23/2025 |
654
|
$210 M
|
| Symmetry Partners, LLC |
2025 Q1
|
4/23/2025 |
194
|
$720 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/23/2025 |
761
|
$1.1 B
|
| CARL STUART INVESTMENT ADVISOR, INC |
2025 Q1
|
4/23/2025 |
16
|
$180 M
|
| Unison Asset Management LLC |
2025 Q1
|
4/23/2025 |
27
|
$170 M
|
| Leading Edge Financial Planning LLC |
2025 Q1
|
4/23/2025 |
58
|
$320 M
|
| Pacific Sage Partners, LLC |
2025 Q1
|
4/23/2025 |
110
|
$440 M
|
| Cornerstone Wealth Group, LLC |
2025 Q1
|
4/23/2025 |
292
|
$1.2 B
|
| GERBER, LLC |
2025 Q1
|
4/23/2025 |
87
|
$120 M
|
| Navis Wealth Advisors, LLC |
2025 Q1
|
4/23/2025 |
105
|
$100 M
|
| Balboa Wealth Partners |
2025 Q1
|
4/23/2025 |
327
|
$410 M
|
| New Covenant Trust Company, N.A. |
2025 Q1
|
4/23/2025 |
86
|
$95 M
|
| Berry Wealth Group, LP |
2025 Q1
|
4/23/2025 |
96
|
$130 M
|
| Hi-Line Capital Management, LLC |
2025 Q1
|
4/23/2025 |
39
|
$270 M
|
| C2C Wealth Management, LLC |
2025 Q1
|
4/23/2025 |
87
|
$110 M
|
| Bluesphere Advisors, LLC |
2025 Q1
|
4/23/2025 |
88
|
$170 M
|
| RETIREMENT GUYS FORMULA LLC |
2025 Q1
|
4/23/2025 |
137
|
$200 M
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2025 Q1
|
4/23/2025 |
64
|
$330 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2025 Q1
|
4/23/2025 |
356
|
$800 M
|
| Helen Stephens Group, LLC |
2025 Q1
|
4/23/2025 |
86
|
$350 M
|
| WIN ADVISORS, INC |
2025 Q1
|
4/23/2025 |
54
|
$190 M
|
| PACIFIC FINANCIAL GROUP INC |
2025 Q1
|
4/23/2025 |
55
|
$120 M
|
| Community Financial Services Group, LLC |
2025 Q1
|
4/23/2025 |
170
|
$460 M
|
| AIFG Consultants Ltd. |
2025 Q1
|
4/23/2025 |
50
|
$61 M
|
| IMG Wealth Management, Inc. |
2025 Q1
|
4/23/2025 |
292
|
$110 M
|
| Chevy Chase Trust Holdings, LLC |
2025 Q1
|
4/23/2025 |
1,146
|
$31 B
|
| St. Johns Investment Management Company, LLC |
2025 Q1
|
4/23/2025 |
198
|
$200 M
|
| Sava Infond d.o.o. |
2025 Q1
|
4/23/2025 |
215
|
$520 M
|
| Family Legacy, Inc. |
2025 Q1
|
4/23/2025 |
120
|
$290 M
|
| KIRR MARBACH & CO LLC /IN/ |
2025 Q1
|
4/23/2025 |
54
|
$430 M
|
| Climber Capital SA |
2025 Q1
|
4/23/2025 |
59
|
$130 M
|
| APEIRON CAPITAL Ltd |
2025 Q1
|
4/23/2025 |
11
|
$220 M
|
| LaFleur & Godfrey LLC |
2025 Q1
|
4/23/2025 |
145
|
$740 M
|
| Petros Family Wealth, LLC |
2025 Q1
|
4/23/2025 |
426
|
$90 M
|
| E Fund Management (Hong Kong) Co., Ltd. |
2025 Q1
|
4/23/2025 |
158
|
$110 M
|
| Asset Management One Co., Ltd. |
2025 Q1
|
4/23/2025 |
966
|
$29 B
|
| Mascagni Wealth Management, Inc. |
2025 Q1
|
4/22/2025 |
111
|
$100 M
|