| LifeGuide Financial Advisors, LLC |
2026 Q3
|
10/20/2026 |
45
|
$360 M
|
| HILL ISLAND FINANCIAL LLC |
2026 Q3
|
10/20/2026 |
101
|
$480 M
|
| Clear Trail Advisors, LLC |
2026 Q3
|
10/20/2026 |
159
|
$660 M
|
| POM Investment Strategies, LLC |
2026 Q3
|
10/20/2026 |
402
|
$120 M
|
| Rothschild & Co Wealth Management UK Ltd |
2026 Q3
|
10/20/2026 |
25
|
$7.2 B
|
| A4 Wealth Advisors LLC |
2026 Q3
|
10/20/2026 |
76
|
$150 M
|
| Trilogy Capital Inc. |
2026 Q3
|
10/20/2026 |
427
|
$2.6 B
|
| Bridgelight Financial Advisors, Inc. |
2026 Q3
|
10/20/2026 |
46
|
$150 M
|
| Kelly Financial Services LLC |
2026 Q3
|
10/20/2026 |
130
|
$460 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q3
|
10/20/2026 |
188
|
$1.4 B
|
| Trust Investment Advisors |
2026 Q3
|
10/20/2026 |
103
|
$230 M
|
| Jaffetilchin Investment Partners, LLC |
2026 Q2
|
10/20/2026 |
489
|
$1.9 B
|
| Chris Bulman Inc |
2026 Q3
|
10/20/2026 |
169
|
$290 M
|
| North Growth Management Ltd. |
2026 Q3
|
10/20/2026 |
48
|
$740 M
|
| Advus Financial Partners, LLC |
2026 Q3
|
10/20/2026 |
143
|
$350 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/20/2026 |
82
|
$390 M
|
| Bull Street Advisors, LLC |
2026 Q3
|
10/20/2026 |
92
|
$220 M
|
| Mokosak Advisory Group, LLC |
2026 Q3
|
10/20/2026 |
43
|
$450 M
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2026 Q3
|
10/20/2026 |
194
|
$280 M
|
| ISLAY CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/20/2026 |
97
|
$210 M
|
| Flagship Capital Management Inc. |
2026 Q3
|
10/20/2026 |
52
|
$160 M
|
| Ballast, Inc. |
2026 Q3
|
10/20/2026 |
168
|
$540 M
|
| DAGCO, INC. |
2026 Q3
|
10/20/2026 |
118
|
$580 M
|
| Cypress Capital, LLC |
2026 Q3
|
10/20/2026 |
118
|
$380 M
|
| HEMMING& WEALTH MANAGEMENT, INC. |
2026 Q3
|
10/20/2026 |
16
|
$170 M
|
| Hyperion Asset Management Ltd |
2026 Q3
|
10/20/2026 |
20
|
$3.7 B
|
| Prentice Wealth Management LLC |
2026 Q3
|
10/20/2026 |
124
|
$490 M
|
| Stewardship Advisors, LLC |
2026 Q3
|
10/20/2026 |
177
|
$480 M
|
| HT Partners LLC |
2026 Q3
|
10/20/2026 |
56
|
$360 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2026 Q3
|
10/20/2026 |
409
|
$230 M
|
| Climber Capital SA |
2026 Q3
|
10/20/2026 |
66
|
$160 M
|
| Metropolis Capital Ltd |
2026 Q3
|
10/20/2026 |
16
|
$3.6 B
|
| Norway Savings Bank |
2026 Q3
|
10/20/2026 |
174
|
$240 M
|
| Greenhouse Wealth Management, LLC |
2026 Q3
|
10/20/2026 |
55
|
$150 M
|
| Genesee Capital Advisors, LLC |
2026 Q3
|
10/20/2026 |
183
|
$320 M
|
| Willis Investment Counsel |
2026 Q3
|
10/20/2026 |
128
|
$2.0 B
|
| Commonwealth Financial Services, LLC |
2026 Q3
|
10/20/2026 |
289
|
$560 M
|
| Asset Advisory Group, Inc. |
2026 Q3
|
10/20/2026 |
121
|
$230 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2026 Q3
|
10/20/2026 |
187
|
$340 M
|
| Nearside Advisors, LLC |
2026 Q3
|
10/20/2026 |
47
|
$140 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2026 Q3
|
10/20/2026 |
17
|
$440 M
|
| Div Capital Phoenix Assets Ltd |
2026 Q3
|
10/20/2026 |
10
|
$650 M
|
| Westbourne Investment Advisors, Inc. |
2026 Q3
|
10/20/2026 |
124
|
$380 M
|
| Robinswood Financial LLC |
2026 Q3
|
10/20/2026 |
72
|
$320 M
|
| ABNER HERRMAN & BROCK LLC |
2026 Q3
|
10/20/2026 |
121
|
$1.0 B
|
| South Shore Capital Advisors |
2026 Q3
|
10/20/2026 |
157
|
$150 M
|
| Hegarty Advisors, LLC |
2026 Q3
|
10/20/2026 |
65
|
$160 M
|
| Bank Pictet & Cie (Europe) AG |
2026 Q3
|
10/20/2026 |
199
|
$5.3 B
|
| KHAZANAH NASIONAL BERHAD |
2026 Q2
|
10/20/2026 |
149
|
$1.7 B
|
| Canal Insurance CO |
2026 Q3
|
10/20/2026 |
73
|
$430 M
|
| KHAZANAH NASIONAL BERHAD |
2026 Q1
|
10/20/2026 |
142
|
$1.5 B
|
| Cornerstone National Bank & Trust Co |
2026 Q3
|
10/20/2026 |
294
|
$310 M
|
| KHAZANAH NASIONAL BERHAD |
2025 Q4
|
10/20/2026 |
124
|
$1.7 B
|
| MBM WEALTH CONSULTANTS, LLC |
2026 Q3
|
10/20/2026 |
119
|
$550 M
|
| KHAZANAH NASIONAL BERHAD |
2025 Q3
|
10/20/2026 |
14
|
$1.8 B
|
| KHAZANAH NASIONAL BERHAD |
2025 Q2
|
10/20/2026 |
14
|
$1.6 B
|
| KHAZANAH NASIONAL BERHAD |
2025 Q1
|
10/20/2026 |
17
|
$1.5 B
|
| KHAZANAH NASIONAL BERHAD |
2024 Q4
|
10/20/2026 |
17
|
$1.4 B
|
| KHAZANAH NASIONAL BERHAD |
2024 Q3
|
10/20/2026 |
19
|
$1.3 B
|
| KHAZANAH NASIONAL BERHAD |
2024 Q2
|
10/20/2026 |
31
|
$1.0 B
|
| 55 North Private Wealth, LLC |
2026 Q3
|
10/20/2026 |
313
|
$530 M
|
| KHAZANAH NASIONAL BERHAD |
2024 Q1
|
10/20/2026 |
14
|
$870 M
|
| KHAZANAH NASIONAL BERHAD |
2023 Q4
|
10/20/2026 |
7
|
$750 M
|
| Prime Capital Investment Advisors, LLC |
2026 Q3
|
10/20/2026 |
1,099
|
$10 B
|
| KHAZANAH NASIONAL BERHAD |
2023 Q3
|
10/20/2026 |
6
|
$500 M
|
| KHAZANAH NASIONAL BERHAD |
2023 Q2
|
10/20/2026 |
7
|
$480 M
|
| KHAZANAH NASIONAL BERHAD |
2023 Q1
|
10/20/2026 |
7
|
$450 M
|
| KHAZANAH NASIONAL BERHAD |
2022 Q4
|
10/20/2026 |
6
|
$390 M
|
| Relyea Zuckerberg Hanson LLC |
2026 Q3
|
10/20/2026 |
296
|
$1.2 B
|
| KHAZANAH NASIONAL BERHAD |
2022 Q3
|
10/20/2026 |
5
|
$500 M
|
| KHAZANAH NASIONAL BERHAD |
2022 Q2
|
10/20/2026 |
4
|
$200 M
|
| KHAZANAH NASIONAL BERHAD |
2022 Q1
|
10/20/2026 |
4
|
$140 M
|
| Wheelhouse Advisory Group LLC |
2026 Q3
|
10/20/2026 |
56
|
$380 M
|
| WILLIAM JOHN SEMPOLINSKI |
2026 Q3
|
10/20/2026 |
104
|
$260 M
|
| FFG RETIREMENT ADVISORS LLC |
2026 Q3
|
10/20/2026 |
40
|
$190 M
|
| Aspect Partners, LLC |
2026 Q3
|
10/20/2026 |
917
|
$260 M
|
| Hudson Capital Management LLC |
2026 Q3
|
10/20/2026 |
78
|
$410 M
|
| EHRLICH FINANCIAL GROUP |
2026 Q3
|
10/20/2026 |
120
|
$190 M
|
| Egerton Capital (UK) LLP |
2026 Q3
|
10/20/2026 |
23
|
$9.8 B
|
| Eagle Bluffs Wealth Management LLC |
2026 Q3
|
10/20/2026 |
85
|
$290 M
|
| Jessup Wealth Management, Inc |
2026 Q3
|
10/20/2026 |
86
|
$480 M
|
| LeConte Wealth Management, LLC |
2026 Q3
|
10/20/2026 |
197
|
$190 M
|
| Apex Wealth Management, LLC |
2026 Q3
|
10/20/2026 |
60
|
$170 M
|
| Wilkerson Advisory Group LLC |
2026 Q3
|
10/20/2026 |
644
|
$340 M
|
| RF&L WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/20/2026 |
51
|
$150 M
|
| Poehling Capital Management, INC. |
2026 Q3
|
10/20/2026 |
164
|
$490 M
|
| New Hampshire Trust |
2026 Q3
|
10/20/2026 |
277
|
$530 M
|
| BROWN WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/20/2026 |
135
|
$460 M
|
| HARMONY ASSET MANAGEMENT LLC |
2026 Q3
|
10/20/2026 |
197
|
$400 M
|
| Polunin Capital Partners Ltd |
2026 Q3
|
10/20/2026 |
24
|
$500 k
|
| FORTEM FINANCIAL GROUP, LLC |
2026 Q3
|
10/20/2026 |
190
|
$490 M
|
| Kingsbury Capital Investment Advisors LLC |
2026 Q3
|
10/20/2026 |
107
|
$110 M
|
| Oak Harvest Investment Services |
2026 Q3
|
10/20/2026 |
212
|
$1.1 B
|
| PRIVATE TRUST CO NA |
2026 Q3
|
10/20/2026 |
2,787
|
$1.3 B
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2026 Q3
|
10/20/2026 |
285
|
$780 M
|
| Wealth Quarterback LLC |
2026 Q3
|
10/20/2026 |
180
|
$330 M
|
| SYQUANT CAPITAL SAS |
2026 Q3
|
10/20/2026 |
60
|
$450 M
|
| INSTRUMENTAL WEALTH, LLC |
2026 Q3
|
10/20/2026 |
89
|
$210 M
|
| Avalon Advisory Group |
2026 Q3
|
10/20/2026 |
15
|
$270 M
|
| Wealth Advisory Solutions, LLC |
2026 Q3
|
10/20/2026 |
149
|
$480 M
|