| Morangie Management LLC |
2025 Q2
|
7/16/2025 |
34
|
$120 M
|
| Exor N.V. |
2025 Q2
|
7/16/2025 |
2
|
$4.7 B
|
| William Marsh Rice University |
2025 Q2
|
7/16/2025 |
2
|
$140 M
|
| Phil A. Younker & Associates, Ltd. |
2025 Q2
|
7/16/2025 |
29
|
$100 M
|
| Holland Advisory Services, Inc. |
2025 Q2
|
7/16/2025 |
42
|
$68 M
|
| AMERICAN NATIONAL BANK & TRUST |
2025 Q2
|
7/16/2025 |
650
|
$980 M
|
| CONGRESS ASSET MANAGEMENT CO |
2025 Q2
|
7/16/2025 |
382
|
$15 B
|
| HARTFORD INVESTMENT MANAGEMENT CO |
2025 Q2
|
7/16/2025 |
499
|
$3.1 B
|
| BANQUE PICTET & CIE SA |
2025 Q2
|
7/16/2025 |
361
|
$14 B
|
| AAFMAA Wealth Management & Trust LLC |
2025 Q2
|
7/16/2025 |
121
|
$240 M
|
| Wealth Group Ltd |
2025 Q2
|
7/16/2025 |
78
|
$390 M
|
| STEPH & CO |
2025 Q2
|
7/16/2025 |
296
|
$310 M
|
| PineStone Asset Management Inc. |
2025 Q2
|
7/16/2025 |
44
|
$15 B
|
| Fortune Financial Advisors, LLC |
2025 Q2
|
7/16/2025 |
95
|
$120 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2025 Q2
|
7/16/2025 |
135
|
$300 M
|
| Register Financial Advisors LLC |
2025 Q2
|
7/16/2025 |
335
|
$230 M
|
| Aquamarine Zurich AG |
2025 Q2
|
7/16/2025 |
14
|
$310 M
|
| Essex Financial Services, Inc. |
2025 Q2
|
7/16/2025 |
688
|
$1.5 B
|
| Dakota Wealth Management |
2025 Q2
|
7/16/2025 |
761
|
$4.7 B
|
| Ruffer LLP |
2025 Q2
|
7/16/2025 |
98
|
$2.3 B
|
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV |
2025 Q2
|
7/16/2025 |
1
|
$0
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
2025 Q2
|
7/16/2025 |
197
|
$3.5 B
|
| TB Alternative Assets Ltd. |
2025 Q2
|
7/16/2025 |
41
|
$540 M
|
| Exeter Financial, LLC |
2025 Q2
|
7/15/2025 |
91
|
$220 M
|
| Sylvest Advisors, LLC |
2025 Q2
|
7/15/2025 |
73
|
$170 M
|
| CYPRESS FUNDS LLC |
2025 Q2
|
7/15/2025 |
16
|
$1.2 B
|
| Castleview Partners, LLC |
2025 Q2
|
7/15/2025 |
172
|
$160 M
|
| MOTIVE WEALTH ADVISORS |
2025 Q2
|
7/15/2025 |
87
|
$220 M
|
| MONEYWISE, INC. |
2025 Q2
|
7/15/2025 |
74
|
$210 M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/15/2025 |
49
|
$180 M
|
| Ayalon Insurance Comp Ltd. |
2025 Q2
|
7/16/2025 |
57
|
$350 M
|
| Plancorp, LLC |
2025 Q2
|
7/15/2025 |
375
|
$2.9 B
|
| TigerOak Management, L.L.C. |
2025 Q2
|
7/15/2025 |
115
|
$290 M
|
| KENNEDY INVESTMENT GROUP |
2025 Q2
|
7/15/2025 |
136
|
$240 M
|
| Leading Edge Financial Planning LLC |
2025 Q2
|
7/15/2025 |
58
|
$360 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2025 Q2
|
7/15/2025 |
62
|
$130 M
|
| Magnus Financial Group LLC |
2025 Q2
|
7/15/2025 |
381
|
$1.1 B
|
| Maridea Wealth Management LLC |
2025 Q2
|
7/15/2025 |
271
|
$380 M
|
| Pacific Sage Partners, LLC |
2025 Q2
|
7/15/2025 |
112
|
$500 M
|
| Octavia Wealth Advisors, LLC |
2025 Q2
|
7/15/2025 |
231
|
$880 M
|
| Perigon Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
1,053
|
$4.3 B
|
| SIGNAL TREE FINANCIAL PARTNERS LLC |
2025 Q1
|
7/15/2025 |
42
|
$100 M
|
| SIGNAL TREE FINANCIAL PARTNERS LLC |
2024 Q4
|
7/15/2025 |
42
|
$85 M
|
| Arlington Capital Management, Inc. |
2025 Q2
|
7/15/2025 |
80
|
$120 M
|
| PRAKASH INVESTMENT ADVISORS LLC |
2025 Q2
|
7/15/2025 |
53
|
$90 M
|
| Newton One Investments LLC |
2025 Q2
|
7/15/2025 |
128
|
$320 M
|
| Tassel Capital Management, Inc. |
2025 Q2
|
7/15/2025 |
34
|
$130 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/15/2025 |
22
|
$210 M
|
| Meridian Financial, LLC |
2025 Q2
|
7/15/2025 |
127
|
$150 M
|
| Global Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
32
|
$180 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2025 Q2
|
7/15/2025 |
124
|
$390 M
|
| Genesis Wealth Advisors, LLC |
2025 Q2
|
7/15/2025 |
62
|
$130 M
|
| Colonial River Investments, LLC |
2025 Q2
|
7/15/2025 |
223
|
$230 M
|
| Cassia Capital Partners, LLC |
2025 Q2
|
7/15/2025 |
56
|
$170 M
|
| Missouri Trust & Investment Co |
2025 Q2
|
7/15/2025 |
426
|
$310 M
|
| POSTROCK PARTNERS LLC |
2025 Q2
|
7/15/2025 |
82
|
$210 M
|
| REGATTA CAPITAL GROUP, LLC |
2025 Q2
|
7/15/2025 |
210
|
$580 M
|
| SIGNAL TREE FINANCIAL PARTNERS LLC |
2025 Q2
|
7/15/2025 |
48
|
$120 M
|
| DKM Wealth Management, Inc. |
2025 Q1 - NEW HOLDINGS
|
7/15/2025 |
2
|
$11 M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q2
|
7/15/2025 |
285
|
$800 M
|
| Clarus Group, Inc. |
2025 Q2
|
7/15/2025 |
101
|
$270 M
|
| DKM Wealth Management, Inc. |
2025 Q2
|
7/15/2025 |
57
|
$120 M
|
| Total Wealth Planning, LLC |
2025 Q2
|
7/15/2025 |
105
|
$790 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2025 Q2
|
7/15/2025 |
115
|
$810 M
|
| Retireful, LLC |
2025 Q2
|
7/15/2025 |
144
|
$150 M
|
| Verum Partners LLC |
2025 Q2
|
7/15/2025 |
169
|
$430 M
|
| LEGACY SOLUTIONS, LLC |
2025 Q2
|
7/15/2025 |
78
|
$100 M
|
| WEALTH EFFECTS LLC |
2025 Q2
|
7/15/2025 |
205
|
$270 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2025 Q2
|
7/15/2025 |
1,404
|
$4.1 B
|
| Smith & Howard Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
80
|
$390 M
|
| Seven Post Investment Office LP |
2025 Q2
|
7/15/2025 |
34
|
$270 M
|
| MATHER GROUP, LLC. |
2025 Q2
|
7/15/2025 |
611
|
$9.4 B
|
| Shulman DeMeo Asset Management LLC |
2025 Q2
|
7/15/2025 |
118
|
$400 M
|
| Tenon Financial LLC |
2025 Q2
|
7/15/2025 |
46
|
$230 M
|
| Vestment Financial LLC |
2025 Q2
|
7/15/2025 |
39
|
$160 M
|
| Roger Wittlin Investment Advisory, LLC |
2025 Q2
|
7/15/2025 |
43
|
$180 M
|
| McCarthy & Cox |
2025 Q2
|
7/15/2025 |
67
|
$380 M
|
| Carr Financial Group Corp |
2025 Q2
|
7/15/2025 |
187
|
$340 M
|
| Foster Victor Wealth Advisors, LLC |
2025 Q2
|
7/15/2025 |
203
|
$1.5 B
|
| Pine Haven Investment Counsel, Inc |
2025 Q2
|
7/15/2025 |
111
|
$130 M
|
| Evanson Asset Management, LLC |
2025 Q2
|
7/15/2025 |
325
|
$1.6 B
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2025 Q2
|
7/15/2025 |
157
|
$430 M
|
| StoneCrest Wealth Management, Inc. |
2025 Q2
|
7/15/2025 |
71
|
$210 M
|
| Pitti Group Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
78
|
$120 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2025 Q1 - RESTATEMENT
|
7/15/2025 |
58
|
$340 M
|
| Permanent Capital Management, LP |
2024 Q2
|
7/15/2025 |
158
|
$480 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q4 - RESTATEMENT
|
7/15/2025 |
58
|
$380 M
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q2
|
7/15/2025 |
35
|
$350 M
|
| DSG Capital Advisors, LLC |
2025 Q2
|
7/15/2025 |
123
|
$560 M
|
| CORA CAPITAL ADVISORS LLC |
2025 Q2
|
7/15/2025 |
111
|
$220 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q3 - RESTATEMENT
|
7/15/2025 |
58
|
$410 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q2 - RESTATEMENT
|
7/15/2025 |
58
|
$390 M
|
| Well Done, LLC |
2025 Q2
|
7/15/2025 |
176
|
$530 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q1 - RESTATEMENT
|
7/15/2025 |
57
|
$570 M
|
| BostonPremier Wealth LLC |
2025 Q2
|
7/15/2025 |
63
|
$180 M
|
| Santori & Peters, Inc. |
2025 Q2
|
7/15/2025 |
69
|
$280 M
|
| BEACON FINANCIAL PLANNING, INC |
2025 Q2
|
7/15/2025 |
50
|
$180 M
|
| Spectrum Planning & Advisory Services Inc. |
2025 Q2
|
7/15/2025 |
95
|
$150 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q2
|
7/15/2025 |
99
|
$630 M
|
| North Star Investment Management Corp. |
2025 Q2
|
7/15/2025 |
1,214
|
$1.4 B
|