| Farrow Financial, Inc. |
2025 Q3
|
11/3/2025 |
53
|
$170 M
|
| Capital Wealth Alliance, LLC |
2025 Q3
|
11/3/2025 |
76
|
$200 M
|
| State of New Jersey Common Pension Fund A |
2025 Q3
|
11/3/2025 |
3
|
$280 M
|
| HOWARD WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/3/2025 |
131
|
$220 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2025 Q3
|
11/3/2025 |
269
|
$3.5 B
|
| TRUIST FINANCIAL CORP |
2025 Q3
|
11/3/2025 |
5,089
|
$74 B
|
| MilWealth Group LLC |
2025 Q3
|
11/3/2025 |
68
|
$410 M
|
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2025 Q3
|
11/3/2025 |
77
|
$600 M
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q3
|
11/3/2025 |
115
|
$360 M
|
| TradeLink Capital LLC |
2025 Q3
|
11/3/2025 |
31
|
$14 M
|
| EPG Wealth Management LLC |
2025 Q3
|
11/3/2025 |
320
|
$360 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/3/2025 |
193
|
$1.3 B
|
| Disciplined Investments, LLC |
2025 Q3
|
11/3/2025 |
129
|
$250 M
|
| Avant Financial Advisors LLC |
2025 Q3
|
11/3/2025 |
65
|
$130 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2025 Q3
|
11/3/2025 |
48
|
$230 M
|
| Inman Jager Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
83
|
$160 M
|
| AGP FRANKLIN, LLC |
2025 Q3
|
11/3/2025 |
83
|
$210 M
|
| DSG Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
123
|
$630 M
|
| Summit Investment Advisory Services, LLC |
2025 Q3
|
11/3/2025 |
71
|
$230 M
|
| DekaBank Deutsche Girozentrale |
2025 Q3
|
11/3/2025 |
1,976
|
$59 B
|
| Bluesphere Advisors, LLC |
2025 Q3
|
11/3/2025 |
95
|
$220 M
|
| Core Alternative Capital |
2025 Q3
|
11/3/2025 |
340
|
$340 M
|
| Genesee Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
123
|
$230 M
|
| Braun-Bostich & Associates Inc. |
2025 Q3
|
11/3/2025 |
123
|
$160 M
|
| LITTLE HOUSE CAPITAL LLC |
2025 Q3
|
11/3/2025 |
123
|
$430 M
|
| Bpifrance SA |
2025 Q3
|
11/3/2025 |
2
|
$2.0 B
|
| VanWeelden Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
19
|
$120 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q3
|
11/3/2025 |
173
|
$250 M
|
| Principle Wealth Partners LLC |
2025 Q3
|
11/3/2025 |
359
|
$1.7 B
|
| Matson Money. Inc. |
2025 Q3
|
11/3/2025 |
9
|
$3.0 B
|
| Pinnacle Investment Management Ltd |
2025 Q3
|
11/3/2025 |
8
|
$29 M
|
| AGH Wealth Advisors, LLC |
2025 Q3
|
11/3/2025 |
189
|
$140 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q3
|
11/3/2025 |
481
|
$4.9 B
|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2025 Q3
|
11/3/2025 |
26
|
$170 M
|
| Pines Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
226
|
$300 M
|
| J. Safra Sarasin Holding AG |
2025 Q3
|
11/3/2025 |
1,223
|
$6.2 B
|
| Stablepoint Partners, LLC |
2025 Q3
|
11/3/2025 |
248
|
$630 M
|
| Sightline Wealth Advisors, LLC |
2025 Q3
|
11/3/2025 |
93
|
$220 M
|
| Investment Advisory Group, LLC |
2025 Q3
|
11/3/2025 |
190
|
$370 M
|
| One Wealth Advisors, LLC |
2025 Q3
|
11/3/2025 |
307
|
$800 M
|
| WEALTHSPAN PARTNERS, LLC |
2025 Q3
|
11/3/2025 |
123
|
$260 M
|
| STAGE HARBOR FINANCIAL, LLC |
2025 Q3
|
11/3/2025 |
57
|
$140 M
|
| MARINO, STRAM & ASSOCIATES LLC |
2025 Q3
|
11/3/2025 |
191
|
$560 M
|
| CARL STUART INVESTMENT ADVISOR, INC |
2025 Q3
|
11/3/2025 |
17
|
$110 M
|
| Phoenix Financial Ltd. |
2025 Q3
|
11/3/2025 |
623
|
$7.5 B
|
| Maj Invest Holding A/S |
2025 Q3
|
11/3/2025 |
42
|
$2.9 B
|
| Clarus Group, Inc. |
2025 Q3
|
11/3/2025 |
105
|
$290 M
|
| YARGER WEALTH STRATEGIES, LLC |
2025 Q3
|
11/3/2025 |
121
|
$220 M
|
| BARLOW WEALTH PARTNERS, INC. |
2025 Q3
|
11/3/2025 |
131
|
$900 M
|
| CCG WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/3/2025 |
85
|
$210 M
|
| Stonegate Investment Group, LLC |
2025 Q3
|
11/3/2025 |
448
|
$4.3 B
|
| Aspire Growth Partners LLC |
2025 Q3
|
11/3/2025 |
118
|
$140 M
|
| CFM WEALTH PARTNERS LLC |
2025 Q3
|
11/3/2025 |
147
|
$690 M
|
| Clarendon Private LLC |
2025 Q3
|
11/3/2025 |
101
|
$110 M
|
| Pinegrove Venture Partners, LLC |
2025 Q3
|
11/3/2025 |
9
|
$32 M
|
| Paragon Private Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
214
|
$310 M
|
| Northstar Advisory Group, LLC |
2025 Q3
|
11/3/2025 |
111
|
$250 M
|
| EFG Asset Management (North America) Corp. |
2025 Q3
|
11/3/2025 |
168
|
$770 M
|
| SAXON INTERESTS, INC. |
2025 Q3
|
11/3/2025 |
209
|
$260 M
|
| Alta Wealth Advisors LLC |
2025 Q3
|
11/3/2025 |
157
|
$280 M
|
| Triton Financial Group Inc |
2025 Q3
|
11/3/2025 |
90
|
$150 M
|
| Bensler, LLC |
2025 Q3
|
11/3/2025 |
178
|
$960 M
|
| Ownership Capital B.V. |
2025 Q3
|
11/3/2025 |
21
|
$180 M
|
| KPP Advisory Services LLC |
2025 Q3
|
11/3/2025 |
329
|
$680 M
|
| Flagship Private Wealth, LLC |
2025 Q3
|
11/3/2025 |
111
|
$250 M
|
| Evergreen Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
51
|
$190 M
|
| Straight Path Wealth Management |
2025 Q3
|
11/3/2025 |
141
|
$370 M
|
| Pilgrim Partners Asia Pte Ltd |
2025 Q3
|
11/3/2025 |
155
|
$220 M
|
| 4Thought Financial Group Inc. |
2025 Q3
|
11/3/2025 |
88
|
$200 M
|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2025 Q3
|
11/3/2025 |
142
|
$190 M
|
| First Command Advisory Services, Inc. |
2025 Q3
|
10/31/2025 |
643
|
$14 B
|
| Riverwater Partners LLC |
2025 Q3
|
10/31/2025 |
217
|
$240 M
|
| Tandem Financial, LLC |
2025 Q3
|
10/31/2025 |
89
|
$270 M
|
| Flagstone Financial Management |
2025 Q3
|
10/31/2025 |
62
|
$380 M
|
| Alta Advisers Ltd |
2025 Q3
|
10/31/2025 |
250
|
$330 M
|
| Compass Wealth Management LLC |
2025 Q3
|
10/31/2025 |
148
|
$450 M
|
| Destiny Capital Corp/CO |
2025 Q3
|
10/31/2025 |
52
|
$180 M
|
| Markel Group Inc. |
2025 Q3
|
10/31/2025 |
208
|
$12 B
|
| GENERAL AMERICAN INVESTORS CO INC |
2025 Q3
|
10/31/2025 |
80
|
$1.7 B
|
| NWF Advisory Services Inc. |
2025 Q3
|
10/31/2025 |
419
|
$910 M
|
| Bank of Jackson Hole Trust |
2025 Q3
|
10/31/2025 |
447
|
$200 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
568
|
$3.0 B
|
| CVS HEALTH Corp |
2025 Q3
|
10/31/2025 |
3
|
$100 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2025 Q3
|
10/31/2025 |
36
|
$180 M
|
| Fortis Capital Advisors, LLC |
2025 Q3
|
10/31/2025 |
283
|
$630 M
|
| PIER 88 INVESTMENT PARTNERS LLC |
2025 Q3
|
10/31/2025 |
113
|
$530 M
|
| SCALAR GAUGE MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
32
|
$200 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2025 Q3
|
10/31/2025 |
501
|
$5.0 B
|
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2025 Q3
|
10/31/2025 |
170
|
$190 M
|
| Windmill Hill Asset Management Ltd |
2025 Q3
|
10/31/2025 |
24
|
$380 M
|
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
82
|
$850 M
|
| NICOLA WEALTH MANAGEMENT LTD. |
2025 Q3
|
10/31/2025 |
65
|
$1.1 B
|
| Purkiss Capital Advisors LLC |
2025 Q3
|
10/31/2025 |
167
|
$210 M
|
| POINCIANA ADVISORS GROUP, LLC |
2025 Q3
|
10/31/2025 |
124
|
$120 M
|
| National Wealth Management Group, LLC |
2025 Q3
|
10/31/2025 |
228
|
$270 M
|
| Tufton Capital Management |
2025 Q3
|
10/31/2025 |
118
|
$560 M
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q3
|
10/31/2025 |
71
|
$140 M
|
| Monte Financial Group, LLC |
2025 Q3
|
10/31/2025 |
92
|
$270 M
|
| Copia Wealth Management |
2025 Q3
|
10/31/2025 |
473
|
$130 M
|
| Grove Street Fiduciary, LLC |
2025 Q3
|
10/31/2025 |
73
|
$210 M
|