| Gulf International Bank (UK) Ltd |
2025 Q2
|
7/30/2025 |
598
|
$2.8 B
|
| Axecap Investments, LLC |
2025 Q2
|
7/30/2025 |
72
|
$150 M
|
| Birch Hill Investment Advisors LLC |
2025 Q2
|
7/30/2025 |
195
|
$2.3 B
|
| Covenant Partners, LLC |
2025 Q2
|
7/30/2025 |
146
|
$340 M
|
| Black Diamond Financial, LLC |
2025 Q2
|
7/30/2025 |
144
|
$640 M
|
| Cullen/Frost Bankers, Inc. |
2025 Q2
|
7/30/2025 |
1,298
|
$8.0 B
|
| Generali Powszechne Towarzystwo Emerytalne |
2025 Q2
|
7/30/2025 |
29
|
$480 M
|
| WHITTIER TRUST CO OF NEVADA INC |
2025 Q2
|
7/30/2025 |
1,768
|
$4.4 B
|
| WHITTIER TRUST CO |
2025 Q2
|
7/30/2025 |
1,860
|
$8.3 B
|
| Lafayette Investments, Inc. |
2025 Q2
|
7/30/2025 |
151
|
$490 M
|
| KELLOGG W K FOUNDATION TRUST |
2025 Q2
|
7/30/2025 |
2
|
$3.9 B
|
| Mason & Associates, LLC |
2025 Q2
|
7/30/2025 |
41
|
$400 M
|
| Mid-American Wealth Advisory Group, Inc. |
2025 Q2
|
7/30/2025 |
341
|
$210 M
|
| Privium Fund Management B.V. |
2025 Q2
|
7/30/2025 |
55
|
$460 M
|
| Cabot-Wellington, LLC |
2025 Q2
|
7/30/2025 |
5
|
$290 M
|
| Privium Fund Management (UK) Ltd |
2025 Q2
|
7/30/2025 |
8
|
$160 M
|
| LGT Financial Advisors LLC |
2025 Q2
|
7/30/2025 |
2,439
|
$39 M
|
| Klingman & Associates, LLC |
2025 Q2
|
7/30/2025 |
314
|
$1.8 B
|
| CLUNE & ASSOCIATES, LTD. |
2025 Q2
|
7/30/2025 |
156
|
$370 M
|
| Darrow Company, Inc. |
2025 Q2
|
7/30/2025 |
52
|
$200 M
|
| Mills Wealth Advisors LLC |
2025 Q2
|
7/30/2025 |
68
|
$220 M
|
| Atlantic Edge Private Wealth Management, LLC |
2025 Q2
|
7/30/2025 |
511
|
$360 M
|
| SECURIAN ASSET MANAGEMENT, INC |
2025 Q2
|
7/30/2025 |
929
|
$3.5 B
|
| PITTENGER & ANDERSON INC |
2025 Q2
|
7/30/2025 |
419
|
$2.7 B
|
| Phoenix Financial Ltd. |
2025 Q2
|
7/30/2025 |
614
|
$7.6 B
|
| STRATEGIC VALUE BANK PARTNERS LLC |
2025 Q2
|
7/30/2025 |
15
|
$170 M
|
| Ardent Capital Management, Inc. |
2025 Q2
|
7/30/2025 |
43
|
$210 M
|
| Matson Money. Inc. |
2025 Q2
|
7/30/2025 |
9
|
$2.9 B
|
| Maj Invest Holding A/S |
2025 Q2
|
7/30/2025 |
42
|
$2.9 B
|
| Triton Financial Group Inc |
2025 Q2
|
7/30/2025 |
87
|
$140 M
|
| VCI Wealth Management LLC |
2025 Q2
|
7/30/2025 |
103
|
$290 M
|
| BCK Partners, Inc. |
2025 Q2
|
7/30/2025 |
26
|
$170 M
|
| Groupe Bruxelles Lambert |
2025 Q2
|
7/30/2025 |
1
|
$460 M
|
| Avidian Wealth Enterprises, LLC |
2025 Q2
|
7/30/2025 |
550
|
$2.5 B
|
| WESPAC Advisors SoCal, LLC |
2025 Q2
|
7/30/2025 |
103
|
$450 M
|
| DekaBank Deutsche Girozentrale |
2025 Q2
|
7/30/2025 |
1,983
|
$56 B
|
| Southern Farm Bureau Life Insurance |
2025 Q2
|
7/30/2025 |
16
|
$780 M
|
| Journey Advisory Group, LLC |
2025 Q2
|
7/30/2025 |
276
|
$1.3 B
|
| Berkeley Capital Partners, LLC |
2025 Q2
|
7/30/2025 |
174
|
$390 M
|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2025 Q2
|
7/30/2025 |
12
|
$250 M
|
| Towneley Capital Management, Inc / DE |
2025 Q2
|
7/30/2025 |
34
|
$440 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2025 Q2
|
7/30/2025 |
72
|
$580 M
|
| TRB Advisors LP |
2025 Q2
|
7/30/2025 |
11
|
$420 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
346
|
$460 M
|
| Princeton Global Asset Management LLC |
2025 Q2
|
7/29/2025 |
755
|
$550 M
|
| Canvas Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
207
|
$510 M
|
| Fiduciary Planning LLC |
2025 Q2
|
7/29/2025 |
77
|
$300 M
|
| Bogart Wealth, LLC |
2025 Q2
|
7/29/2025 |
1,455
|
$2.3 B
|
| CORDA Investment Management, LLC. |
2025 Q2
|
7/29/2025 |
78
|
$1.4 B
|
| Townsend & Associates, Inc |
2025 Q2
|
7/29/2025 |
112
|
$1.0 B
|
| Alan B Lancz & Associates, Inc. |
2025 Q2
|
7/29/2025 |
128
|
$100 M
|
| Crewe Advisors LLC |
2025 Q2
|
7/29/2025 |
747
|
$710 M
|
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
224
|
$570 M
|
| First Interstate Bank |
2025 Q2
|
7/29/2025 |
307
|
$1.7 B
|
| NOTTINGHAM ADVISORS, INC. |
2025 Q2
|
7/29/2025 |
113
|
$670 M
|
| Financial Perspectives, Inc |
2025 Q2
|
7/29/2025 |
724
|
$330 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
12
|
$190 M
|
| Demars Financial Group, LLC |
2025 Q2
|
7/29/2025 |
85
|
$260 M
|
| Asset Management Advisors, LLC |
2025 Q2
|
7/29/2025 |
17
|
$150 M
|
| Family Capital Trust Co |
2025 Q2
|
7/29/2025 |
62
|
$290 M
|
| Arbor Investment Advisors, LLC |
2025 Q2
|
7/29/2025 |
112
|
$780 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
573
|
$810 M
|
| Conestoga Capital Advisors, LLC |
2025 Q2
|
7/29/2025 |
122
|
$6.8 B
|
| Fairway Wealth LLC |
2025 Q2
|
7/29/2025 |
180
|
$310 M
|
| Lorne Steinberg Wealth Management Inc. |
2025 Q2
|
7/29/2025 |
70
|
$380 M
|
| Alexis Investment Partners, LLC |
2025 Q2
|
7/29/2025 |
43
|
$230 M
|
| WBH ADVISORY INC |
2025 Q2
|
7/29/2025 |
334
|
$1.2 B
|
| CMG Global Holdings, LLC |
2025 Q2
|
7/29/2025 |
90
|
$190 M
|
| Financial Advisors, LLC |
2025 Q2
|
7/29/2025 |
78
|
$540 M
|
| Salus Financial Advisors, LLC |
2025 Q2
|
7/29/2025 |
33
|
$150 M
|
| Mountain Capital Investment Advisors Inc. |
2025 Q2
|
7/29/2025 |
73
|
$520 M
|
| Altus Wealth Group LLC |
2025 Q2
|
7/29/2025 |
138
|
$230 M
|
| Madison Wealth Partners, Inc |
2025 Q2
|
7/29/2025 |
174
|
$460 M
|
| LMG Wealth Partners, LLC |
2025 Q2
|
7/29/2025 |
139
|
$490 M
|
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2025 Q2
|
7/29/2025 |
147
|
$290 M
|
| Balboa Wealth Partners |
2025 Q2
|
7/29/2025 |
378
|
$500 M
|
| LB Partners LLC |
2025 Q2
|
7/29/2025 |
23
|
$160 M
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
2025 Q2
|
7/29/2025 |
99
|
$230 M
|
| Eos Management, L.P. |
2025 Q2
|
7/29/2025 |
38
|
$230 M
|
| West Tower Group, LLC |
2025 Q2
|
7/29/2025 |
77
|
$46 M
|
| Alaska Permanent Capital Management, LLC |
2025 Q2
|
7/29/2025 |
38
|
$1.3 B
|
| STEPHENS INC /AR/ |
2025 Q2
|
7/29/2025 |
1,274
|
$7.3 B
|
| Alaska Wealth Advisors |
2025 Q2
|
7/29/2025 |
78
|
$700 M
|
| Beverly Hills Private Wealth, LLC |
2025 Q2
|
7/29/2025 |
1,050
|
$530 M
|
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q2
|
7/29/2025 |
2
|
$110 M
|
| MEMBERS CAPITAL ADVISORS INC |
2025 Q2
|
7/29/2025 |
30
|
$87 M
|
| Grunden Financial Advisory, Inc. |
2025 Q2
|
7/29/2025 |
31
|
$230 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
498
|
$180 M
|
| REGIONS FINANCIAL CORP |
2025 Q2
|
7/29/2025 |
1,023
|
$15 B
|
| Chicago Partners Investment Group LLC |
2025 Q2
|
7/29/2025 |
1,095
|
$3.5 B
|
| Mezzasalma Advisors, LLC |
2025 Q2
|
7/29/2025 |
145
|
$330 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
43
|
$250 M
|
| Alpha Wealth Funds, LLC |
2025 Q2
|
7/29/2025 |
46
|
$120 M
|
| SIGMA INVESTMENT COUNSELORS INC |
2025 Q2
|
7/29/2025 |
196
|
$1.8 B
|
| Aull & Monroe Investment Management Corp |
2025 Q2
|
7/29/2025 |
123
|
$190 M
|
| Wingate Wealth Advisors, Inc. |
2025 Q2
|
7/29/2025 |
101
|
$110 M
|
| Pinnacle Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
39
|
$120 M
|
| Flavin Financial Services, Inc. |
2025 Q2
|
7/29/2025 |
65
|
$100 M
|
| AXIS CAPITAL HOLDINGS LTD |
2025 Q2
|
7/29/2025 |
2
|
$240 M
|
| Sowa Financial Group, Inc. |
2025 Q2
|
7/29/2025 |
27
|
$160 M
|