| Mainstream Capital Management LLC |
2025 Q3
|
10/20/2025 |
87
|
$150 M
|
| Keystone Financial Group, Inc. |
2025 Q3
|
10/20/2025 |
130
|
$180 M
|
| Hartmann Taylor Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
51
|
$140 M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q3
|
10/20/2025 |
85
|
$280 M
|
| IAM Advisory, LLC |
2025 Q3
|
10/20/2025 |
102
|
$440 M
|
| Chemistry Wealth Management LLC |
2025 Q3
|
10/20/2025 |
202
|
$520 M
|
| Miracle Mile Advisors, LLC |
2025 Q3
|
10/20/2025 |
824
|
$6.7 B
|
| Davis Investment Partners, LLC |
2025 Q3
|
10/20/2025 |
156
|
$290 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/20/2025 |
150
|
$260 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2025 Q3
|
10/20/2025 |
4
|
$43 B
|
| Premier Financial Group |
2025 Q3
|
10/20/2025 |
63
|
$370 M
|
| JB Capital LLC |
2025 Q3
|
10/20/2025 |
252
|
$2.3 B
|
| Koss-Olinger Consulting, LLC |
2025 Q3
|
10/20/2025 |
311
|
$1.2 B
|
| Allspring Global Investments Holdings, LLC |
2025 Q3
|
10/20/2025 |
3,221
|
$62 B
|
| Masso Torrence Wealth Management Inc. |
2025 Q3
|
10/20/2025 |
108
|
$240 M
|
| Nicholas Wealth, LLC. |
2025 Q3
|
10/20/2025 |
121
|
$240 M
|
| DHJJ Financial Advisors, Ltd. |
2025 Q3
|
10/20/2025 |
1,003
|
$290 M
|
| ADVOCATE GROUP LLC |
2025 Q3
|
10/20/2025 |
122
|
$610 M
|
| Roth Financial Partners LLC |
2025 Q3
|
10/20/2025 |
32
|
$300 M
|
| Security National Bank |
2025 Q3
|
10/20/2025 |
474
|
$650 M
|
| Lauer Wealth, LLC |
2025 Q3
|
10/20/2025 |
66
|
$140 M
|
| Keystone Global Partners, LLC |
2025 Q3
|
10/20/2025 |
51
|
$200 M
|
| CenterStar Asset Management, LLC |
2025 Q3
|
10/20/2025 |
277
|
$470 M
|
| Ayrshire Capital Management LLC |
2025 Q3
|
10/20/2025 |
47
|
$220 M
|
| Accurate Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
487
|
$750 M
|
| Trail Ridge Investment Advisors, LLC |
2025 Q3
|
10/20/2025 |
108
|
$220 M
|
| WJ Interests, LLC |
2025 Q3
|
10/20/2025 |
25
|
$250 M
|
| Balance Wealth, LLC |
2025 Q3
|
10/20/2025 |
133
|
$400 M
|
| Yarbrough Capital, LLC |
2025 Q3
|
10/20/2025 |
156
|
$3.2 B
|
| Shira Ridge Wealth Management |
2025 Q3
|
10/20/2025 |
85
|
$240 M
|
| GPM Growth Investors, Inc. |
2025 Q3
|
10/20/2025 |
42
|
$260 M
|
| Altus Wealth Management, LLC |
2025 Q3
|
10/20/2025 |
28
|
$230 M
|
| Ocean Park Asset Management, LLC |
2025 Q3
|
10/20/2025 |
94
|
$2.4 B
|
| MOTIVE WEALTH ADVISORS |
2025 Q3
|
10/20/2025 |
89
|
$230 M
|
| Vanderbilt University |
2025 Q3
|
10/20/2025 |
73
|
$600 M
|
| HighMark Wealth Management LLC |
2025 Q3
|
10/20/2025 |
607
|
$230 M
|
| Delta Investment Management, LLC |
2025 Q3
|
10/20/2025 |
268
|
$560 M
|
| XML Financial, LLC |
2025 Q3
|
10/20/2025 |
393
|
$1.2 B
|
| Mattern Wealth Management LLC |
2025 Q3
|
10/20/2025 |
156
|
$500 M
|
| Renaissance Capital LLC |
2025 Q3
|
10/20/2025 |
31
|
$180 M
|
| Merit Financial Group, LLC |
2025 Q3
|
10/20/2025 |
1,800
|
$11 B
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/20/2025 |
66
|
$170 M
|
| CROBAN |
2025 Q3
|
10/20/2025 |
79
|
$150 M
|
| Northwest Capital Management Inc |
2025 Q3
|
10/20/2025 |
253
|
$95 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2025 Q3
|
10/20/2025 |
404
|
$1.3 B
|
| SANDER CAPITAL ADVISORS INC |
2025 Q3
|
10/20/2025 |
12
|
$240 M
|
| 3Chopt Investment Partners, LLC |
2025 Q3
|
10/20/2025 |
230
|
$440 M
|
| HAHN CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/20/2025 |
28
|
$210 M
|
| Hamilton Point Investment Advisors, LLC |
2025 Q3
|
10/20/2025 |
162
|
$640 M
|
| Fenimore Asset Management Inc |
2025 Q3
|
10/20/2025 |
91
|
$5.0 B
|
| Tikehau Investment Management |
2025 Q3
|
10/20/2025 |
19
|
$68 M
|
| Seascape Capital Management |
2025 Q3
|
10/20/2025 |
96
|
$350 M
|
| Quest 10 Wealth Builders, Inc. |
2025 Q3
|
10/20/2025 |
904
|
$110 M
|
| Quest 10 Wealth Builders, Inc. |
2025 Q2
|
10/20/2025 |
819
|
$100 M
|
| Amplify Investments, LLC |
2025 Q3
|
10/20/2025 |
26
|
$3.9 M
|
| LOS ANGELES CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/20/2025 |
1,344
|
$29 B
|
| DAVIDSON TRUST CO |
2025 Q3
|
10/20/2025 |
265
|
$240 M
|
| MOODY LYNN & LIEBERSON, LLC |
2025 Q3
|
10/20/2025 |
259
|
$1.9 B
|
| HENNESSY ADVISORS INC |
2025 Q3
|
10/20/2025 |
281
|
$2.9 B
|
| BURNS J W & CO INC/NY |
2025 Q3
|
10/20/2025 |
184
|
$880 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q3
|
10/20/2025 |
122
|
$410 M
|
| Lewis Asset Management, LLC |
2025 Q3
|
10/20/2025 |
186
|
$240 M
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2025 Q3
|
10/20/2025 |
59
|
$1.8 B
|
| Sequent Asset Management, LLC |
2025 Q3
|
10/20/2025 |
94
|
$210 M
|
| Ascent Group, LLC |
2025 Q3
|
10/20/2025 |
4,667
|
$2.8 B
|
| Forefront Wealth Partners, LLC |
2025 Q3
|
10/20/2025 |
191
|
$400 M
|
| Kingsman Wealth Management, Inc. |
2025 Q3
|
10/20/2025 |
69
|
$180 M
|
| Investment Partners Asset Management, Inc. |
2025 Q3
|
10/20/2025 |
158
|
$150 M
|
| Base Wealth Management LLC |
2025 Q3
|
10/20/2025 |
63
|
$180 M
|
| Great Diamond Partners, LLC |
2025 Q3
|
10/20/2025 |
225
|
$520 M
|
| Financial Architects, LLC |
2025 Q3
|
10/20/2025 |
28
|
$180 M
|
| James J. Burns & Company, LLC |
2025 Q3
|
10/20/2025 |
159
|
$670 M
|
| Harrington Investments, INC |
2025 Q3
|
10/20/2025 |
85
|
$200 M
|
| SL ADVISORS, LLC |
2025 Q3
|
10/20/2025 |
31
|
$51 M
|
| Mirova US LLC |
2025 Q3
|
10/20/2025 |
36
|
$9.9 B
|
| Advanced Asset Management Advisors Inc |
2025 Q3
|
10/20/2025 |
85
|
$370 M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/20/2025 |
94
|
$300 M
|
| Tuttle Capital Management, LLC |
2025 Q3
|
10/20/2025 |
55
|
$26 M
|
| Brown Shipley& Co Ltd |
2025 Q3
|
10/20/2025 |
72
|
$190 M
|
| KPS Global Asset Management UK Ltd |
2025 Q3
|
10/20/2025 |
4
|
$790 M
|
| Montz Harcus Wealth Management LLC |
2025 Q3
|
10/20/2025 |
86
|
$230 M
|
| Strategic Planning, Inc. |
2025 Q2
|
10/20/2025 |
55
|
$170 M
|
| YANKCOM Partnership |
2025 Q3
|
10/20/2025 |
497
|
$220 M
|
| Strategic Planning, Inc. |
2025 Q3
|
10/20/2025 |
59
|
$170 M
|
| Legal Advantage Investments, Inc. |
2025 Q3
|
10/20/2025 |
89
|
$220 M
|
| Klaas Financial Asset Advisors, LLC |
2025 Q3
|
10/20/2025 |
47
|
$670 M
|
| Paradice Investment Management LLC |
2025 Q3
|
10/20/2025 |
30
|
$450 M
|
| Simplify Asset Management Inc. |
2025 Q3
|
10/20/2025 |
129
|
$5.4 B
|
| Squire Investment Management Company, LLC |
2025 Q3
|
10/20/2025 |
68
|
$310 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2025 Q3
|
10/20/2025 |
53
|
$220 M
|
| Armbruster Capital Management, Inc. |
2025 Q3
|
10/20/2025 |
131
|
$590 M
|
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2025 Q3
|
10/20/2025 |
93
|
$200 M
|
| Clark Asset Management, LLC |
2025 Q3
|
10/20/2025 |
208
|
$860 M
|
| Ergawealth Advisors, Inc. |
2025 Q3
|
10/20/2025 |
59
|
$210 M
|
| LifeGuide Financial Advisors, LLC |
2025 Q3
|
10/20/2025 |
48
|
$270 M
|
| Weaver Capital Management LLC |
2025 Q3
|
10/20/2025 |
193
|
$460 M
|
| TRB Advisors LP |
2025 Q3 - RESTATEMENT
|
10/20/2025 |
11
|
$500 M
|
| Diversified Trust Co |
2025 Q3
|
10/20/2025 |
1,177
|
$5.0 B
|
| Bricktown Capital, LLC |
2025 Q3
|
10/20/2025 |
25
|
$610 M
|
| Joseph P. Lucia & Associates, LLC |
2025 Q3
|
10/20/2025 |
161
|
$270 M
|