| Standard Investments LLC |
2025 Q3 - NEW HOLDINGS
|
12/2/2025 |
1
|
$110 M
|
| Allworth Financial LP |
2025 Q3
|
12/2/2025 |
4,916
|
$23 B
|
| IFP Advisors, Inc |
2025 Q3
|
12/2/2025 |
5,107
|
$3.9 B
|
| Swiss Life Asset Management Ltd |
2025 Q3
|
12/2/2025 |
1,705
|
$19 B
|
| Swiss Life Asset Management Ltd |
2025 Q2
|
12/2/2025 |
1,414
|
$17 B
|
| Swiss Life Asset Management Ltd |
2025 Q1
|
12/2/2025 |
1,308
|
$14 B
|
| Strategic Point Investment Advisors, LLC |
2025 Q3
|
12/2/2025 |
34
|
$700 M
|
| GOLDENTREE ASSET MANAGEMENT LP |
2025 Q3 - NEW HOLDINGS
|
12/2/2025 |
2
|
$190 M
|
| Innova Wealth Partners |
2025 Q3
|
12/2/2025 |
129
|
$190 M
|
| Steadtrust LLC |
2025 Q3
|
12/2/2025 |
118
|
$150 M
|
| Stillwater Wealth Management Group |
2025 Q3
|
12/2/2025 |
76
|
$140 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2024 Q2
|
12/2/2025 |
691
|
$1.7 B
|
| Tevis Investment Management |
2025 Q3
|
12/2/2025 |
106
|
$170 M
|
| Gilbert Capital Group, Inc. |
2025 Q3
|
12/2/2025 |
51
|
$130 M
|
| Greenhaven Road Investment Management, L.P. |
2025 Q3 - RESTATEMENT
|
12/1/2025 |
17
|
$680 M
|
| Maxele Advisors, LLC |
2021 Q4
|
12/1/2025 |
86
|
$87 M
|
| Maxele Advisors, LLC |
2022 Q1
|
12/1/2025 |
86
|
$81 M
|
| Maxele Advisors, LLC |
2022 Q2
|
12/1/2025 |
81
|
$64 M
|
| Maxele Advisors, LLC |
2022 Q3
|
12/1/2025 |
79
|
$60 M
|
| Maxele Advisors, LLC |
2024 Q4
|
12/1/2025 |
97
|
$100 M
|
| Maxele Advisors, LLC |
2025 Q2
|
12/1/2025 |
101
|
$110 M
|
| Maxele Advisors, LLC |
2025 Q1
|
12/1/2025 |
97
|
$100 M
|
| Private Wealth Advisors, LLC |
2025 Q3
|
12/1/2025 |
90
|
$300 M
|
| Steadtrust LLC |
2025 Q2
|
12/1/2025 |
115
|
$130 M
|
| EnCap Energy Capital Fund IX, L.P. |
2025 Q3
|
12/1/2025 |
1
|
$0
|
| CMC Financial Group |
2025 Q3
|
12/1/2025 |
35
|
$54 M
|
| LTG Capital LLC |
2025 Q3
|
12/1/2025 |
27
|
$130 M
|
| GROUPAMA ASSET MANAGMENT |
2025 Q3
|
12/1/2025 |
468
|
$6.8 B
|
| Somnio Financial Group, LLC |
2025 Q3
|
12/1/2025 |
13
|
$150 M
|
| Polar Asset Management Partners Inc. |
2025 Q3 - RESTATEMENT
|
12/1/2025 |
668
|
$8.9 B
|
| RIA Advisory Group LLC |
2025 Q3
|
12/1/2025 |
151
|
$390 M
|
| CANTOR FITZGERALD, L. P. |
2025 Q3 - RESTATEMENT
|
12/1/2025 |
396
|
$10 B
|
| PCG ASSET MANAGEMENT, LLC |
2025 Q3 - RESTATEMENT
|
12/1/2025 |
78
|
$120 M
|
| Syverson Strege & Co |
2025 Q3
|
12/1/2025 |
165
|
$420 M
|
| Payne Capital Management, LLC |
2025 Q3
|
12/1/2025 |
77
|
$310 M
|
| Investment Research Partners LLC |
2025 Q3
|
12/1/2025 |
224
|
$220 M
|
| Cambria Investment Management, L.P. |
2025 Q3 - RESTATEMENT
|
12/1/2025 |
569
|
$1.6 B
|
| Knighthead Capital Management, LLC |
2025 Q3
|
11/14/2025 |
|
$0
|
| MORGAN STANLEY |
2025 Q3
|
11/14/2025 |
45,055
|
$1.7 T
|
| ADIRONDACK TRUST CO |
2025 Q3
|
10/20/2025 |
596
|
$300 M
|
| Strategic Advocates LLC |
2025 Q3
|
11/26/2025 |
613
|
$380 M
|
| Lantern Wealth Advisors, LLC |
2025 Q3
|
11/26/2025 |
158
|
$190 M
|
| EQUITEC PROPRIETARY MARKETS, LLC |
2025 Q3
|
11/26/2025 |
77
|
$440 M
|
| JPMORGAN CHASE & CO |
2025 Q3 - NEW HOLDINGS
|
11/26/2025 |
32,847
|
$1.7 T
|
| XXEC, Inc. |
2025 Q3
|
11/26/2025 |
22
|
$120 M
|
| Evelyn Partners Investment Management Services Ltd |
2025 Q2 - RESTATEMENT
|
11/25/2025 |
264
|
$670 M
|
| Evelyn Partners Investment Management LLP |
2025 Q2 - RESTATEMENT
|
11/25/2025 |
415
|
$3.3 B
|
| Evelyn Partners Investment Management (Europe) Ltd |
2025 Q2 - RESTATEMENT
|
11/25/2025 |
184
|
$280 M
|
| Evelyn Partners Asset Management Ltd |
2025 Q2 - RESTATEMENT
|
11/25/2025 |
243
|
$390 M
|
| Vermillion & White Wealth Management Group, LLC |
2025 Q3
|
11/25/2025 |
570
|
$180 M
|
| CIBC Private Wealth Group LLC |
2025 Q3
|
11/24/2025 |
3,493
|
$58 B
|
| KERR FINANCIAL PLANNING Corp |
2025 Q3
|
11/25/2025 |
565
|
$71 M
|
| CONNORS INVESTOR SERVICES INC |
2025 Q3
|
11/25/2025 |
153
|
$1.2 B
|
| BlueCrest Capital Management Ltd |
2025 Q3 - NEW HOLDINGS
|
11/25/2025 |
2
|
$31 M
|
| Court Place Advisors, LLC |
2025 Q3
|
11/25/2025 |
147
|
$330 M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2025 Q3
|
11/25/2025 |
140
|
$270 M
|
| LWM Advisory Services, LLC |
2025 Q3
|
11/25/2025 |
93
|
$170 M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2025 Q3
|
11/25/2025 |
71
|
$210 M
|
| WJ Wealth Management, LLC |
2025 Q3 - RESTATEMENT
|
11/25/2025 |
69
|
$230 M
|
| Payne Capital Management, LLC |
2025 Q2
|
11/25/2025 |
77
|
$260 M
|
| Payne Capital Management, LLC |
2025 Q1
|
11/25/2025 |
71
|
$230 M
|
| Payne Capital Management, LLC |
2024 Q4
|
11/25/2025 |
69
|
$230 M
|
| ARQ WEALTH ADVISORS, LLC |
2025 Q3
|
11/25/2025 |
134
|
$340 M
|
| Peak XV Partners Operations LLC |
2025 Q3
|
11/25/2025 |
2
|
$160 M
|
| Little Harbor Advisors, LLC |
2025 Q3
|
11/25/2025 |
8
|
$200 M
|
| Briaud Financial Planning, Inc |
2025 Q3
|
11/25/2025 |
36
|
$310 M
|
| Kimelman & Baird, LLC |
2025 Q3
|
11/25/2025 |
307
|
$1.3 B
|
| CHELSEA COUNSEL CO |
2025 Q3
|
11/24/2025 |
242
|
$230 M
|
| Opes Wealth Management LLC |
2025 Q3
|
11/24/2025 |
144
|
$580 M
|
| TD Capital Management LLC |
2025 Q3
|
11/24/2025 |
691
|
$1.1 B
|
| Provida Pension Fund Administrator |
2025 Q2 - NEW HOLDINGS
|
11/24/2025 |
64
|
$5.5 B
|
| Cherry Tree Wealth Management, LLC |
2025 Q3
|
11/24/2025 |
590
|
$460 M
|
| Trust Investment Advisors |
2025 Q3
|
11/24/2025 |
105
|
$180 M
|
| Pointe Capital Management LLC |
2025 Q3
|
11/24/2025 |
154
|
$200 M
|
| Penn Capital Management Company, LLC |
2025 Q3
|
11/24/2025 |
170
|
$1.3 B
|
| Magnolia Wealth Management, LLC |
2025 Q2
|
11/24/2025 |
12
|
$150 M
|
| Manhattan West Asset Management, LLC |
2025 Q3
|
11/24/2025 |
140
|
$470 M
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2025 Q3
|
11/24/2025 |
83
|
$330 M
|
| William Mack & Associates, Inc. |
2025 Q2
|
11/24/2025 |
78
|
$160 M
|
| William Mack & Associates, Inc. |
2025 Q1
|
11/24/2025 |
70
|
$120 M
|
| William Mack & Associates, Inc. |
2024 Q4
|
11/24/2025 |
64
|
$96 M
|
| LifeGoal Investments, LLC |
2025 Q3
|
11/24/2025 |
70
|
$120 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q3
|
11/24/2025 |
226
|
$290 M
|
| Liontrust Investment Partners LLP |
2025 Q3 - RESTATEMENT
|
11/24/2025 |
191
|
$6.8 B
|
| Greenfield Seitz Capital Management, LLC |
2023 Q4
|
11/24/2025 |
104
|
$250 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q1
|
11/24/2025 |
105
|
$270 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q4
|
11/24/2025 |
102
|
$260 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q3
|
11/24/2025 |
98
|
$270 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q2
|
11/24/2025 |
102
|
$270 M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q1
|
11/24/2025 |
110
|
$260 M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q2
|
11/24/2025 |
111
|
$280 M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q3
|
11/24/2025 |
108
|
$310 M
|
| Laurel Wealth Advisors LLC |
2025 Q2 - RESTATEMENT
|
11/24/2025 |
188
|
$670 M
|
| Liontrust Investment Partners LLP |
2025 Q3
|
11/24/2025 |
200
|
$7.0 B
|
| Fulcrum Asset Management LLP |
2025 Q3 - RESTATEMENT
|
11/24/2025 |
178
|
$360 M
|
| Fulcrum Asset Management LLP |
2025 Q2 - RESTATEMENT
|
11/24/2025 |
183
|
$350 M
|
| TCM Advisors, LLC |
2025 Q3
|
11/21/2025 |
65
|
$950 M
|
| Newport Capital Group, LLC |
2025 Q3
|
11/21/2025 |
69
|
$160 M
|
| Capital Square, LLC |
2025 Q3
|
11/21/2025 |
210
|
$200 M
|
| Petix & Botte Co |
2025 Q3
|
11/21/2025 |
136
|
$430 M
|