| Brucke Financial, Inc. |
2025 Q3
|
11/10/2025, 09:20 PM |
161
|
$170M
|
| Corient IA LLC |
2025 Q3
|
11/12/2025, 04:00 PM |
237
|
$134M
|
| Park Square Financial Group, LLC |
2025 Q3
|
11/12/2025, 10:56 AM |
256
|
$23.2M
|
| Integrity Advisory Solutions, LLC |
2025 Q3
|
11/12/2025, 04:25 PM |
246
|
$626M
|
| Ameriflex Group, Inc. |
2025 Q3
|
11/12/2025, 12:42 PM |
1081
|
$267M
|
| Griffith & Werner, Inc. |
2025 Q3
|
11/12/2025, 01:15 PM |
71
|
$193M
|
| Warm Springs Advisors Inc. |
2025 Q3
|
11/12/2025, 07:08 AM |
47
|
$132M
|
| Dogwood Wealth Management LLC |
2025 Q3
|
11/10/2025, 09:26 PM |
745
|
$220M
|
| Cornerstone Financial Group, LLC /NE/ |
2025 Q3
|
11/12/2025, 10:09 AM |
69
|
$129M
|
| Kane Investment Management, Inc. |
2025 Q3
|
11/12/2025, 04:53 PM |
96
|
$206M
|
| LeClair Wealth Partners LLC |
2025 Q3
|
11/12/2025, 08:16 AM |
105
|
$160M
|
| 10Elms LLP |
2025 Q3
|
11/12/2025, 02:15 PM |
497
|
$111M
|
| Headland Capital, LLC |
2025 Q3
|
11/12/2025, 11:59 AM |
71
|
$356M
|
| Chapman Financial Group, Llc |
2025 Q3
|
11/12/2025, 04:04 PM |
269
|
$145M
|
| Accredited Wealth Management, LLC |
2025 Q3
|
11/12/2025, 09:07 AM |
388
|
$3.64M
|
| Rahlfs Capital, Llc |
2025 Q3
|
11/12/2025, 01:12 PM |
88
|
$126M
|
| Stephen J. Garry & Associates, Llc |
2025 Q3
|
11/12/2025, 08:49 AM |
51
|
$125M
|
| Rockbridge Capital Management LLC |
2025 Q3
|
11/12/2025, 09:02 AM |
29
|
$169M
|
| Haven Capital Group, Inc. |
2025 Q3
|
11/12/2025, 03:57 PM |
37
|
$112M
|
| Ranmore Fund Management Ltd |
2025 Q3
|
11/12/2025, 03:27 PM |
14
|
$369M
|
| United Wealth Management, LLC |
2025 Q3
|
11/12/2025, 09:34 AM |
23
|
$367M
|
| Forge Financial Services LLC |
2025 Q3
|
11/10/2025, 09:44 PM |
22
|
$213M
|
| Kennondale Capital Management LLC |
2025 Q3
|
11/12/2025, 12:20 PM |
82
|
$131M
|
| Intellus Advisors LLC |
2025 Q3
|
11/12/2025, 12:35 PM |
134
|
$731M
|
| Pillar Financial Advisors, LLC |
2025 Q3
|
11/12/2025, 09:17 AM |
117
|
$159M
|
| Astra Wealth Partners LLC |
2025 Q3
|
11/12/2025, 11:03 AM |
90
|
$144M
|
| Astra Wealth Partners LLC |
2025 Q3 - Restatement
|
11/12/2025, 02:12 PM |
89
|
$144M
|
| Contrarius Group Holdings Ltd |
2025 Q3
|
11/12/2025, 01:32 PM |
52
|
$2.21B
|
| Blueprint Financial Advisors LLC |
2025 Q3
|
11/12/2025, 12:54 PM |
100
|
$463M
|
| Clare Market Investments LLC |
2025 Q3
|
11/12/2025, 09:04 AM |
155
|
$500M
|
| Rovida Investment Management Ltd |
2025 Q3
|
11/12/2025, 04:23 PM |
16
|
$882M
|
| Bearing Point Capital, Llc |
2025 Q3
|
11/12/2025, 10:50 AM |
164
|
$581M
|
| Cache Advisors, LLC |
2025 Q3
|
11/12/2025, 09:55 AM |
107
|
$572M
|
| Veridan Wealth LLC |
2025 Q3
|
11/12/2025, 08:51 AM |
79
|
$290M
|
| Potentia Wealth |
2025 Q3
|
11/12/2025, 08:45 AM |
94
|
$262M
|
| Entrewealth, Llc |
2025 Q3
|
11/12/2025, 04:48 PM |
84
|
$194M
|
| Berbice Capital Management LLC |
2025 Q3
|
11/12/2025, 09:23 AM |
194
|
$162M
|
| One Wealth Capital Management, Llc |
2025 Q3
|
11/12/2025, 04:19 PM |
122
|
$223M
|
| Clarity Wealth Development LLC |
2025 Q3
|
11/12/2025, 04:45 PM |
45
|
$111M
|
| Reyes Financial Architecture, Inc. |
2025 Q3
|
11/12/2025, 02:27 PM |
299
|
$147M
|
| Integrated Quantitative Investments LLC |
2025 Q3
|
11/12/2025, 05:05 PM |
347
|
$352M
|
| Virtus Wealth Solutions LLC |
2025 Q3
|
11/10/2025, 09:28 PM |
50
|
$520M
|
| Legacy Wealth Managment, LLC/ID |
2025 Q3
|
11/12/2025, 11:20 AM |
773
|
$221M
|
| Comprehensive Financial Planning, Inc./PA |
2025 Q3
|
11/12/2025, 01:41 PM |
347
|
$146M
|
| Generali Investments, Management Co LLC |
2025 Q3
|
11/12/2025, 07:17 AM |
174
|
$479M
|
| WIM INVESTMENT MANAGEMENT Ltd |
2025 Q3
|
11/10/2025, 08:19 PM |
18
|
$393M
|
| Talos Asset Management LP |
2025 Q3
|
11/12/2025, 02:31 PM |
20
|
$520M
|
| Aster Capital Management (DIFC) Ltd |
2025 Q3
|
11/12/2025, 08:21 AM |
930
|
$198M
|
| Police & Firemen's Retirement System of New Jersey |
2025 Q3
|
11/12/2025, 11:20 AM |
3166
|
$12.4B
|
| Camrose Capital Investment Partners LLP |
2025 Q3
|
11/12/2025, 07:07 AM |
9
|
$431M
|
| Tounjian Advisory Partners, Llc |
2025 Q3
|
11/12/2025, 09:51 AM |
149
|
$299M
|
| Headwater Capital Co Ltd |
2025 Q3
|
11/10/2025, 08:27 PM |
17
|
$409M
|
| Life Line Wealth Management Llc |
2025 Q3
|
11/12/2025, 09:35 AM |
37
|
$328M
|
| Tumwater Wealth Management, LLC |
2025 Q3
|
11/12/2025, 09:31 AM |
33
|
$225M
|
| Northwest & Ethical Investments L.P. |
2025 Q3
|
11/12/2025, 09:27 AM |
486
|
$4.24B
|
| Aviso Financial Inc. |
2025 Q3
|
11/12/2025, 09:57 AM |
345
|
$2.46B
|
| Ted Buchan & Co |
2025 Q3
|
11/12/2025, 10:53 AM |
83
|
$255M
|
| Richmond Investment Services, LLC |
2025 Q3
|
11/12/2025, 10:19 AM |
224
|
$537M
|
| Symphony Financial Services, Inc. |
2025 Q3
|
11/12/2025, 02:59 PM |
100
|
$186M
|
| GCQ FUNDS MANAGEMENT PTY Ltd |
2025 Q3
|
11/10/2025, 08:38 PM |
11
|
$658M
|
| Diversify Wealth Management, Llc |
2025 Q3
|
11/10/2025, 09:36 PM |
541
|
$1.72B
|
| Koch, Inc. |
2025 Q3
|
11/12/2025, 10:22 AM |
7
|
$757M
|
| Hager Investment Management Services, Llc |
2025 Q3
|
11/10/2025, 05:50 PM |
291
|
$185M
|
| Landing Point Financial Group, LLC |
2025 Q3
|
11/12/2025, 10:39 AM |
86
|
$192M
|
| Erste Asset Management GmbH |
2025 Q3
|
11/12/2025, 08:09 AM |
611
|
$10.3B
|
| Transce3nd, LLC |
2025 Q3
|
11/12/2025, 10:01 AM |
170
|
$11M
|
| Gentry Private Wealth, Llc |
2025 Q3
|
11/12/2025, 09:07 AM |
90
|
$144M
|
| 49 Wealth Management, Llc |
2025 Q3
|
11/12/2025, 10:00 AM |
200
|
$1.05B
|
| Seeds Investor Llc |
2025 Q3
|
11/12/2025, 08:37 AM |
250
|
$474M
|
| Regents Gate Capital LLP |
2025 Q3
|
11/12/2025, 12:08 PM |
44
|
$282M
|
| Cascade Wealth Advisors, Inc |
2025 Q3
|
11/12/2025, 12:11 PM |
60
|
$203M
|
| Arrowroot Family Office, LLC |
2025 Q3
|
11/12/2025, 01:56 PM |
142
|
$251M
|
| Family Wealth Partners, Llc |
2025 Q3
|
11/12/2025, 12:28 PM |
81
|
$267M
|
| Fox Hill Wealth Management |
2025 Q3
|
11/12/2025, 12:59 PM |
123
|
$214M
|
| MGB Wealth Management, LLC |
2025 Q3
|
11/12/2025, 08:19 AM |
313
|
$354M
|
| Muirfield Wealth Advisors Llc |
2025 Q3
|
11/12/2025, 09:36 AM |
73
|
$135M
|
| Accent Capital Management, LLC |
2025 Q3
|
11/12/2025, 10:52 AM |
377
|
$231M
|
| Creekmur Asset Management LLC |
2025 Q3
|
11/12/2025, 10:07 AM |
799
|
$603M
|
| Sierra Summit Advisors Llc |
2025 Q3
|
11/12/2025, 10:07 AM |
177
|
$656M
|
| BlackRock, Inc. |
2025 Q3
|
11/12/2025, 12:07 PM |
5398
|
$5.68T
|
| Sunpointe, LLC |
2025 Q3
|
11/12/2025, 04:08 PM |
256
|
$277M
|
| Chaney Capital Management, Inc. |
2025 Q3
|
11/10/2025, 06:35 PM |
38
|
$282M
|
| Foster Dykema Cabot & Partners, Llc |
2025 Q3
|
11/12/2025, 04:04 PM |
418
|
$1.52B
|
| Duncan Williams Asset Management, LLC |
2025 Q3
|
11/12/2025, 01:18 PM |
164
|
$355M
|
| nVerses Capital, LLC |
2025 Q3
|
11/12/2025, 04:08 PM |
0
|
$0
|
| Triavera Capital LLC |
2025 Q3
|
11/12/2025, 04:48 PM |
19
|
$206M
|
| Prairieview Wealth Partners, Llc |
2025 Q3
|
11/12/2025, 08:56 AM |
29
|
$106M
|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2025 Q3
|
11/12/2025, 08:43 AM |
46
|
$1.29B
|
| Endurance Services Ltd |
2025 Q3
|
11/12/2025, 04:28 PM |
14
|
$597M
|
| Caitlin John, LLC |
2025 Q3
|
11/12/2025, 09:09 AM |
881
|
$144M
|
| BOCHK Asset Management Ltd |
2025 Q3
|
11/12/2025, 03:45 PM |
86
|
$379M
|
| OV Management LLC |
2025 Q3
|
11/10/2025, 06:21 PM |
56
|
$118M
|
| Patrick M Sweeney & Associates, Inc |
2025 Q3
|
11/12/2025, 10:07 AM |
159
|
$155M
|
| English Capital Management Llc |
2025 Q3
|
11/10/2025, 05:50 PM |
35
|
$153M
|
| Portfolio Design Labs, LLC |
2025 Q3
|
11/12/2025, 12:30 PM |
200
|
$582M
|
| Sequent Planning LLC |
2025 Q3
|
11/12/2025, 09:45 AM |
201
|
$352M
|
| Evernest Financial Advisors, LLC |
2025 Q3
|
11/12/2025, 02:52 PM |
188
|
$357M
|
| Bare Financial Services, Inc |
2025 Q3
|
11/10/2025, 06:09 PM |
1392
|
$335M
|
| Bear Mountain Capital, Inc. |
2025 Q3
|
11/10/2025, 09:41 PM |
323
|
$299M
|
| Berry Wealth Group, LP |
2025 Q3
|
11/12/2025, 04:32 PM |
31
|
$30.6M
|