| Fourth Dimension Wealth, LLC |
2025 Q3
|
11/4/2025 |
629
|
$260 M
|
| Tejara Capital Ltd |
2025 Q3
|
11/4/2025 |
47
|
$190 M
|
| TRANSCEND CAPITAL ADVISORS, LLC |
2025 Q3
|
11/4/2025 |
701
|
$1.4 B
|
| AUA CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/4/2025 |
77
|
$180 M
|
| HAZLETT, BURT & WATSON, INC. |
2025 Q3
|
11/4/2025 |
11,032
|
$280 M
|
| Thrivent Financial for Lutherans |
2025 Q3
|
11/4/2025 |
3,953
|
$51 B
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2025 Q3
|
11/4/2025 |
82
|
$210 M
|
| Victrix Investment Advisors |
2025 Q3
|
11/4/2025 |
70
|
$180 M
|
| Three Cord True Wealth Management, LLC |
2025 Q3
|
11/4/2025 |
32
|
$150 M
|
| CUTLER INVESTMENT COUNSEL LLC |
2025 Q3
|
11/4/2025 |
140
|
$950 M
|
| Columbia Asset Management |
2025 Q3
|
11/4/2025 |
168
|
$530 M
|
| Milestone Resources Group Ltd |
2025 Q3
|
11/4/2025 |
10
|
$2.0 B
|
| SWP FINANCIAL LLC |
2025 Q3
|
11/4/2025 |
74
|
$200 M
|
| Audent Global Asset Management, LLC |
2025 Q3
|
11/4/2025 |
51
|
$140 M
|
| Centerpoint Advisory Group |
2025 Q3
|
11/4/2025 |
108
|
$130 M
|
| Tyche Wealth Partners LLC |
2025 Q3
|
11/4/2025 |
316
|
$570 M
|
| Everhart Financial Group, Inc. |
2025 Q3
|
11/4/2025 |
390
|
$1.0 B
|
| Arcadia Wealth Management, Inc. |
2025 Q3
|
11/4/2025 |
59
|
$160 M
|
| Golden Bell Financial Planning LLC |
2025 Q3
|
11/4/2025 |
35
|
$120 M
|
| L.M. KOHN & COMPANY |
2025 Q3
|
11/4/2025 |
121
|
$83 M
|
| Lingohr Asset Management GmbH |
2025 Q3
|
11/4/2025 |
109
|
$410 M
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2025 Q3
|
11/4/2025 |
1,774
|
$28 B
|
| NIPPON LIFE INSURANCE CO |
2025 Q3
|
11/4/2025 |
4
|
$5.9 B
|
| KPCB DGF II Associates, LLC |
2025 Q3
|
11/3/2025 |
3
|
$79 M
|
| National Pension Service |
2025 Q3
|
11/3/2025 |
552
|
$130 B
|
| NAN FUNG TRINITY (HK) LTD |
2025 Q3
|
11/3/2025 |
71
|
$1.0 B
|
| Private Wealth Partners, LLC |
2025 Q3
|
11/3/2025 |
169
|
$1.4 B
|
| Howard Capital Management Inc. |
2025 Q3
|
11/3/2025 |
422
|
$7.6 B
|
| OneAscent Investment Solutions LLC |
2025 Q3
|
11/3/2025 |
119
|
$94 M
|
| Berman McAleer LLC |
2025 Q3
|
11/3/2025 |
164
|
$710 M
|
| MWA Asset Management |
2025 Q3
|
11/3/2025 |
126
|
$180 M
|
| Parker Financial LLC |
2025 Q3
|
11/3/2025 |
36
|
$240 M
|
| Golden Reserve Retirement LLC |
2025 Q3
|
11/3/2025 |
20
|
$390 M
|
| Core Wealth Partners LLC |
2025 Q3
|
11/3/2025 |
183
|
$220 M
|
| Q Fund Management (Hong Kong) Ltd |
2025 Q3
|
11/3/2025 |
25
|
$140 M
|
| Werba Rubin Papier Wealth Management |
2025 Q3
|
11/3/2025 |
241
|
$620 M
|
| Mason & Associates, LLC |
2025 Q3
|
11/3/2025 |
41
|
$400 M
|
| Twenty Acre Capital LP |
2025 Q3
|
11/3/2025 |
1
|
$12 M
|
| Privium Fund Management B.V. |
2025 Q3
|
11/3/2025 |
59
|
$560 M
|
| Lisanti Capital Growth, LLC |
2025 Q3
|
11/3/2025 |
105
|
$410 M
|
| WELCH & FORBES LLC |
2025 Q3
|
11/3/2025 |
383
|
$8.3 B
|
| McKinley Carter Wealth Services, Inc. |
2025 Q3
|
11/3/2025 |
319
|
$1.9 B
|
| WEALTHGARDEN F.S. LLC |
2025 Q3
|
11/3/2025 |
149
|
$140 M
|
| ORBA Wealth Advisors, L.L.C. |
2025 Q3
|
11/3/2025 |
79
|
$120 M
|
| Atlas Private Wealth Advisors |
2025 Q3
|
11/3/2025 |
135
|
$410 M
|
| Luminvest Wealth Management LLC |
2025 Q3
|
11/3/2025 |
46
|
$310 M
|
| Cornerstone Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
679
|
$1.8 B
|
| Bryn Mawr Trust Advisors, LLC |
2025 Q3
|
11/3/2025 |
438
|
$2.0 B
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2025 Q3
|
11/3/2025 |
106
|
$410 M
|
| Grunden Financial Advisory, Inc. |
2025 Q3
|
11/3/2025 |
31
|
$250 M
|
| RiverTree Advisors, LLC |
2025 Q3
|
11/3/2025 |
55
|
$160 M
|
| SEARLE & CO. |
2025 Q3
|
11/3/2025 |
185
|
$380 M
|
| RWWM, Inc. |
2025 Q3
|
11/3/2025 |
33
|
$1.4 B
|
| Blue Creek Capital Management Ltd |
2025 Q3
|
11/3/2025 |
5
|
$81 M
|
| Zeit Capital LLC |
2025 Q3
|
11/3/2025 |
27
|
$150 M
|
| TWIN CITY PRIVATE WEALTH, LLC |
2025 Q3
|
11/3/2025 |
100
|
$130 M
|
| Paralel Advisors LLC |
2025 Q3
|
11/3/2025 |
108
|
$2.6 B
|
| Yong Rong (HK) Asset Management Ltd |
2025 Q3
|
11/3/2025 |
21
|
$490 M
|
| WINNOW WEALTH LLC |
2025 Q3
|
11/3/2025 |
573
|
$130 M
|
| HOGE FINANCIAL SERVICES, LLC |
2025 Q3
|
11/3/2025 |
71
|
$170 M
|
| Madison Park Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
62
|
$120 M
|
| Significant Wealth Partners LLC |
2025 Q3
|
11/3/2025 |
106
|
$200 M
|
| CAPITAL & PLANNING, LLC |
2025 Q3
|
11/3/2025 |
39
|
$160 M
|
| High Note Wealth, LLC |
2025 Q3
|
11/3/2025 |
872
|
$500 M
|
| Human Investing LLC |
2025 Q3
|
11/3/2025 |
130
|
$680 M
|
| Belpointe Asset Management LLC |
2025 Q3
|
11/3/2025 |
982
|
$2.6 B
|
| Channing Global Advisors, LLC |
2025 Q3
|
11/3/2025 |
41
|
$140 M
|
| AlphaQuest LLC |
2025 Q3
|
11/3/2025 |
2,237
|
$1.5 B
|
| Clayton, Dubilier & Rice, LLC |
2025 Q3
|
11/3/2025 |
2
|
$680 M
|
| FOLKETRYGDFONDET |
2025 Q3
|
11/3/2025 |
10
|
$4.3 B
|
| JIM SAULNIER & ASSOCIATES, LLC |
2025 Q3
|
11/3/2025 |
135
|
$180 M
|
| ARRIEN INVESTMENTS, INC. |
2025 Q3
|
11/3/2025 |
40
|
$170 M
|
| TOWNSQUARE CAPITAL LLC |
2025 Q3
|
11/3/2025 |
967
|
$660 M
|
| ARIZONA STATE RETIREMENT SYSTEM |
2025 Q3
|
11/3/2025 |
2,081
|
$19 B
|
| Sherborne Investors Management LP |
2025 Q3
|
11/3/2025 |
1
|
$390 M
|
| Pegasus Asset Management, Inc. |
2025 Q3
|
11/3/2025 |
69
|
$310 M
|
| MERIDIAN MANAGEMENT CO |
2025 Q3
|
11/3/2025 |
104
|
$370 M
|
| Summit Rock Advisors, LP |
2025 Q3
|
11/3/2025 |
1
|
$0
|
| EVERETT HARRIS & CO /CA/ |
2025 Q3
|
11/3/2025 |
329
|
$8.1 B
|
| Your Advocates Ltd., LLP |
2025 Q3
|
11/3/2025 |
222
|
$300 M
|
| Jordan Park Group LLC |
2025 Q3
|
11/3/2025 |
67
|
$1.8 B
|
| Trifecta Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
436
|
$660 M
|
| Blankinship & Foster, LLC |
2025 Q3
|
11/3/2025 |
77
|
$460 M
|
| CAHILL FINANCIAL ADVISORS INC |
2025 Q3
|
11/3/2025 |
326
|
$880 M
|
| IFC Advisors LLC |
2025 Q3
|
11/3/2025 |
170
|
$550 M
|
| Atlantic Private Wealth, LLC |
2025 Q3
|
11/3/2025 |
239
|
$150 M
|
| Knights of Columbus Asset Advisors LLC |
2025 Q3
|
11/3/2025 |
379
|
$1.7 B
|
| Asset Allocation & Management Company, LLC |
2025 Q3
|
11/3/2025 |
88
|
$240 M
|
| Acuitas Investments, LLC |
2025 Q3
|
11/3/2025 |
52
|
$160 M
|
| Scion Asset Management, LLC |
2025 Q3
|
11/3/2025 |
8
|
$1.4 B
|
| PITTENGER & ANDERSON INC |
2025 Q3
|
11/3/2025 |
456
|
$2.7 B
|
| FINANCIAL LIFE ADVISORS |
2025 Q3
|
11/3/2025 |
47
|
$310 M
|
| Smith Asset Management Co., LLC |
2025 Q3
|
11/3/2025 |
67
|
$120 M
|
| SYM FINANCIAL Corp |
2025 Q3
|
11/3/2025 |
409
|
$930 M
|
| AMERICAN INTERNATIONAL GROUP, INC. |
2025 Q3
|
11/3/2025 |
3
|
$3.0 B
|
| Vida Ventures Advisors, LLC |
2025 Q3
|
11/3/2025 |
2
|
$29 M
|
| Schaeffer Financial LLC |
2025 Q3
|
11/3/2025 |
20
|
$110 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q3
|
11/3/2025 |
143
|
$290 M
|
| Aspetuck Financial Management LLC |
2025 Q3
|
11/3/2025 |
71
|
$150 M
|
| Argent Advisors, Inc. |
2025 Q3
|
11/3/2025 |
163
|
$340 M
|