| Matisse Capital |
2025 Q2
|
7/23/2025 |
198
|
$210 M
|
| Opulen Financial Group LLC |
2025 Q2
|
7/23/2025 |
100
|
$120 M
|
| BIRINYI ASSOCIATES INC |
2025 Q2
|
7/23/2025 |
55
|
$340 M
|
| Winthrop Advisory Group LLC |
2025 Q2
|
7/23/2025 |
181
|
$1.0 B
|
| PUZO MICHAEL J |
2025 Q2
|
7/23/2025 |
316
|
$350 M
|
| Raub Brock Capital Management LP |
2025 Q2
|
7/23/2025 |
38
|
$460 M
|
| Broderick Brian C |
2025 Q2
|
7/23/2025 |
353
|
$510 M
|
| Citizens National Bank Trust Department |
2025 Q2
|
7/23/2025 |
376
|
$500 M
|
| WEST PACES ADVISORS INC. |
2025 Q2
|
7/23/2025 |
201
|
$470 M
|
| Family Legacy, Inc. |
2025 Q2
|
7/23/2025 |
121
|
$310 M
|
| Intergy Private Wealth, LLC |
2025 Q2
|
7/23/2025 |
101
|
$290 M
|
| Cohen Capital Management, Inc. |
2025 Q2
|
7/23/2025 |
152
|
$610 M
|
| WoodTrust Financial Corp |
2025 Q2
|
7/23/2025 |
237
|
$790 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2025 Q2
|
7/23/2025 |
188
|
$1.1 B
|
| Penney Financial, LLC |
2025 Q2
|
7/23/2025 |
42
|
$200 M
|
| BELLEVUE ASSET MANAGEMENT, LLC |
2025 Q2
|
7/23/2025 |
472
|
$210 M
|
| Focused Investors LLC |
2025 Q2
|
7/23/2025 |
23
|
$3.1 B
|
| First Financial Group Corp |
2025 Q2
|
7/23/2025 |
73
|
$100 M
|
| Canopy Partners, LLC |
2025 Q2
|
7/23/2025 |
227
|
$270 M
|
| High Note Wealth, LLC |
2025 Q2
|
7/23/2025 |
874
|
$440 M
|
| SGL Investment Advisors, Inc. |
2025 Q2
|
7/23/2025 |
120
|
$210 M
|
| Independent Solutions Wealth Management, LLC |
2025 Q2
|
7/23/2025 |
178
|
$510 M
|
| WATERSHED PRIVATE WEALTH LLC |
2025 Q2
|
7/23/2025 |
105
|
$270 M
|
| Constellation Investments, Inc. |
2025 Q2
|
7/23/2025 |
19
|
$2.2 B
|
| DMC Group, LLC |
2025 Q2
|
7/23/2025 |
126
|
$130 M
|
| BankPlus Trust Department |
2025 Q2
|
7/23/2025 |
483
|
$340 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2025 Q2
|
7/23/2025 |
75
|
$130 M
|
| USCF Advisers LLC |
2025 Q2
|
7/23/2025 |
20
|
$1.0 M
|
| SAX WEALTH ADVISORS, LLC |
2025 Q2
|
7/23/2025 |
422
|
$1.7 B
|
| Venturi Wealth Management, LLC |
2025 Q2
|
7/23/2025 |
934
|
$2.0 B
|
| TPG Financial Advisors, LLC |
2025 Q2
|
7/23/2025 |
66
|
$250 M
|
| Wheelhouse Advisory Group LLC |
2025 Q2
|
7/23/2025 |
40
|
$200 M
|
| WestEnd Advisors, LLC |
2025 Q2
|
7/23/2025 |
367
|
$4.0 B
|
| 1 NORTH WEALTH SERVICES LLC |
2025 Q2
|
7/23/2025 |
274
|
$250 M
|
| Friedenthal Financial |
2025 Q2
|
7/23/2025 |
260
|
$180 M
|
| Colony Family Offices, LLC |
2025 Q2
|
7/23/2025 |
65
|
$390 M
|
| Ellsworth Advisors, LLC |
2025 Q2
|
7/23/2025 |
156
|
$410 M
|
| HARVEY INVESTMENT CO LLC |
2025 Q2
|
7/23/2025 |
103
|
$910 M
|
| Center For Asset Management LLC |
2025 Q2
|
7/23/2025 |
125
|
$160 M
|
| Indiana Trust & Investment Management Co |
2025 Q2
|
7/23/2025 |
489
|
$300 M
|
| Integris Wealth Management, LLC |
2025 Q2
|
7/23/2025 |
116
|
$380 M
|
| General Electric Co |
2025 Q2
|
7/23/2025 |
1
|
$7.3 M
|
| ELEVATE WEALTH ADVISORY, INC |
2025 Q2
|
7/23/2025 |
134
|
$140 M
|
| Hemenway Trust Co LLC |
2025 Q2
|
7/23/2025 |
127
|
$1.3 B
|
| Element Wealth, LLC |
2025 Q2
|
7/23/2025 |
185
|
$220 M
|
| Louisiana State Employees Retirement System |
2025 Q2
|
7/23/2025 |
1,605
|
$5.5 B
|
| Cannon Wealth Management Services, LLC |
2025 Q2
|
7/23/2025 |
80
|
$120 M
|
| ABSHER WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/23/2025 |
70
|
$810 M
|
| Heathbridge Capital Management Ltd. |
2025 Q2
|
7/23/2025 |
26
|
$250 M
|
| CORTLAND ASSOCIATES INC/MO |
2025 Q2
|
7/23/2025 |
59
|
$860 M
|
| Joel Isaacson & Co., LLC |
2025 Q2
|
7/23/2025 |
418
|
$2.5 B
|
| GENTRY PRIVATE WEALTH, LLC |
2025 Q2
|
7/23/2025 |
89
|
$130 M
|
| Slow Capital, Inc. |
2025 Q2
|
7/23/2025 |
117
|
$820 M
|
| BLUESTEM FINANCIAL ADVISORS, LLC |
2025 Q2
|
7/23/2025 |
29
|
$230 M
|
| SHAH CAPITAL MANAGEMENT |
2025 Q2
|
7/23/2025 |
14
|
$510 M
|
| Wise Wealth Partners |
2025 Q2
|
7/23/2025 |
51
|
$60 M
|
| Laraway Financial Advisors Inc |
2025 Q2
|
7/23/2025 |
124
|
$130 M
|
| Roundview Capital LLC |
2025 Q2
|
7/23/2025 |
324
|
$1.5 B
|
| Sachetta, LLC |
2025 Q2
|
7/23/2025 |
1,332
|
$250 M
|
| Solitude Financial Services |
2025 Q2
|
7/23/2025 |
39
|
$280 M
|
| Prasad Wealth Partners, LLC |
2025 Q2
|
7/23/2025 |
123
|
$340 M
|
| Wealth Management Nebraska |
2025 Q2
|
7/23/2025 |
82
|
$740 M
|
| TriaGen Wealth Management LLC |
2025 Q2
|
7/23/2025 |
171
|
$330 M
|
| ASSET PLANNING CORPORATION |
2025 Q2
|
7/23/2025 |
43
|
$190 M
|
| Foundation Wealth Management, LLC |
2025 Q2
|
7/23/2025 |
44
|
$140 M
|
| Trustees of Dartmouth College |
2025 Q2
|
7/23/2025 |
7
|
$360 M
|
| Trinity Street Asset Management LLP |
2025 Q2
|
7/23/2025 |
20
|
$1.5 B
|
| SHELL ASSET MANAGEMENT CO |
2025 Q2
|
7/23/2025 |
1,296
|
$2.9 B
|
| GODSEY & GIBB, INC |
2025 Q2
|
7/23/2025 |
354
|
$1.1 B
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q2
|
7/23/2025 |
745
|
$1.3 B
|
| Hardy Reed LLC |
2025 Q2
|
7/23/2025 |
247
|
$1.2 B
|
| Euro Pacific Asset Management, LLC |
2025 Q2 - NEW HOLDINGS
|
7/23/2025 |
84
|
$620 M
|
| Pillar Financial Advisors, LLC |
2025 Q2
|
7/23/2025 |
109
|
$140 M
|
| BINGHAM PRIVATE WEALTH, LLC |
2025 Q2
|
7/23/2025 |
158
|
$100 M
|
| HMV Wealth Advisors, LLC |
2025 Q2
|
7/23/2025 |
79
|
$150 M
|
| Monte Financial Group, LLC |
2025 Q2
|
7/23/2025 |
90
|
$260 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2025 Q2
|
7/23/2025 |
54
|
$100 M
|
| Objectivity Squared, LLC |
2025 Q2
|
7/23/2025 |
50
|
$150 M
|
| GERBER, LLC |
2025 Q2
|
7/23/2025 |
91
|
$140 M
|
| EVEXIA WEALTH LLC |
2025 Q2
|
7/23/2025 |
78
|
$320 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2025 Q2
|
7/23/2025 |
158
|
$630 M
|
| Stonegate Investment Group, LLC |
2025 Q2
|
7/23/2025 |
448
|
$4.0 B
|
| HTG Investment Advisors, Inc. |
2025 Q2
|
7/23/2025 |
70
|
$270 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2025 Q2
|
7/23/2025 |
47
|
$120 M
|
| True Vision MN LLC |
2025 Q2
|
7/23/2025 |
103
|
$180 M
|
| Sunbeam Capital Management, LLC |
2025 Q2
|
7/23/2025 |
92
|
$130 M
|
| CFM WEALTH PARTNERS LLC |
2025 Q2
|
7/23/2025 |
141
|
$630 M
|
| KLP KAPITALFORVALTNING AS |
2025 Q2
|
7/23/2025 |
2,188
|
$23 B
|
| 626 Financial, LLC |
2025 Q2
|
7/23/2025 |
101
|
$190 M
|
| Tyche Wealth Partners LLC |
2025 Q2
|
7/23/2025 |
303
|
$500 M
|
| Avantra Family Wealth, Inc. |
2025 Q2
|
7/23/2025 |
131
|
$120 M
|
| RMG Wealth Management LLC |
2025 Q2
|
7/23/2025 |
334
|
$650 M
|
| Woodside Wealth Management LLC |
2025 Q2
|
7/23/2025 |
77
|
$120 M
|
| Ameliora Wealth Management Ltd. |
2025 Q2
|
7/23/2025 |
214
|
$280 M
|
| Franchise Capital Ltd |
2025 Q2
|
7/23/2025 |
24
|
$190 M
|
| Spear Holdings RSC Ltd |
2025 Q2
|
7/23/2025 |
19
|
$1.4 B
|
| Richwood Investment Advisors, LLC |
2025 Q2
|
7/23/2025 |
100
|
$120 M
|
| MEITAV INVESTMENT HOUSE LTD |
2025 Q2
|
7/23/2025 |
217
|
$7.4 B
|
| WORMSER FRERES GESTION |
2025 Q2
|
7/23/2025 |
48
|
$170 M
|
| Litman Gregory Wealth Management LLC |
2025 Q2
|
7/23/2025 |
138
|
$1.3 B
|