| Modern Wealth Management, LLC |
2024 Q4 - NEW HOLDINGS
|
5/30/2025 |
26
|
$4.6 M
|
| Modern Wealth Management, LLC |
2024 Q4 - RESTATEMENT
|
5/30/2025 |
1,377
|
$2.7 B
|
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
2024 Q4 - RESTATEMENT
|
5/30/2025 |
9
|
$300 M
|
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
2024 Q3 - RESTATEMENT
|
5/30/2025 |
10
|
$440 M
|
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
2024 Q2 - RESTATEMENT
|
5/30/2025 |
9
|
$570 M
|
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
2024 Q1 - RESTATEMENT
|
5/30/2025 |
9
|
$590 M
|
| Modern Wealth Management, LLC |
2024 Q3 - NEW HOLDINGS
|
5/30/2025 |
2
|
$300 k
|
| Modern Wealth Management, LLC |
2024 Q3 - RESTATEMENT
|
5/30/2025 |
1,115
|
$1.6 B
|
| Kanen Wealth Management LLC |
2023 Q2 - RESTATEMENT
|
5/30/2025 |
20
|
$150 M
|
| Impact Asset Management GmbH |
2024 Q4
|
5/30/2025 |
70
|
$250 M
|
| Impact Asset Management GmbH |
2024 Q3
|
5/30/2025 |
69
|
$260 M
|
| Porter White Investment Advisors, Inc. |
2025 Q1
|
5/30/2025 |
34
|
$200 M
|
| Modern Wealth Management, LLC |
2024 Q4 - NEW HOLDINGS
|
5/29/2025 |
22
|
$4.4 M
|
| Modern Wealth Management, LLC |
2024 Q4 - RESTATEMENT
|
5/29/2025 |
1,344
|
$2.5 B
|
| Nova Wealth Management, Inc. |
2024 Q4
|
5/29/2025 |
399
|
$120 M
|
| Nova Wealth Management, Inc. |
2025 Q1 - NEW HOLDINGS
|
5/29/2025 |
550
|
$120 M
|
| Focus Partners Wealth |
2024 Q4 - NEW HOLDINGS
|
5/29/2025 |
1,893
|
$39 B
|
| Parkshore Wealth Management, Inc. |
2025 Q1
|
5/29/2025 |
62
|
$170 M
|
| Modern Wealth Management, LLC |
2024 Q3 - NEW HOLDINGS
|
5/29/2025 |
2
|
$300 k
|
| Modern Wealth Management, LLC |
2024 Q3 - RESTATEMENT
|
5/29/2025 |
1,068
|
$1.5 B
|
| Plum Street Advisors, LLC |
2025 Q1
|
5/29/2025 |
83
|
$210 M
|
| Plum Street Advisors, LLC |
2024 Q4
|
5/29/2025 |
81
|
$200 M
|
| DLD Asset Management, LP |
2025 Q1 - RESTATEMENT
|
5/29/2025 |
140
|
$1.3 B
|
| Plum Street Advisors, LLC |
2024 Q3
|
5/29/2025 |
84
|
$200 M
|
| Plum Street Advisors, LLC |
2024 Q2
|
5/29/2025 |
65
|
$170 M
|
| Plum Street Advisors, LLC |
2024 Q1
|
5/29/2025 |
84
|
$200 M
|
| Wilshire Advisors LLC |
2025 Q1 - RESTATEMENT
|
5/29/2025 |
63
|
$32 M
|
| Plum Street Advisors, LLC |
2023 Q4
|
5/29/2025 |
59
|
$150 M
|
| Quaker Wealth Management, LLC |
2025 Q1
|
5/29/2025 |
916
|
$280 M
|
| RHUMBLINE ADVISERS |
2024 Q4 - RESTATEMENT
|
5/29/2025 |
4,223
|
$110 B
|
| Modern Wealth Management, LLC |
2024 Q2 - NEW HOLDINGS
|
5/29/2025 |
58
|
$52 M
|
| Modern Wealth Management, LLC |
2024 Q2 - RESTATEMENT
|
5/29/2025 |
958
|
$1.3 B
|
| RHUMBLINE ADVISERS |
2025 Q1 - RESTATEMENT
|
5/29/2025 |
4,182
|
$110 B
|
| Generali Asset Management SPA SGR |
2024 Q4 - RESTATEMENT
|
5/29/2025 |
479
|
$3.9 B
|
| Apeiron RIA LLC |
2025 Q1
|
5/29/2025 |
199
|
$330 M
|
| Legal & General Group Plc |
2023 Q4 - RESTATEMENT
|
5/29/2025 |
6,807
|
$320 B
|
| Legal & General Group Plc |
2024 Q1 - RESTATEMENT
|
5/29/2025 |
6,711
|
$350 B
|
| Legal & General Group Plc |
2024 Q2 - RESTATEMENT
|
5/29/2025 |
8,466
|
$350 B
|
| Modern Wealth Management, LLC |
2024 Q1 - RESTATEMENT
|
5/28/2025 |
763
|
$1.1 B
|
| Modern Wealth Management, LLC |
2024 Q1 - NEW HOLDINGS
|
5/28/2025 |
26
|
$12 M
|
| Anson Funds Management LP |
2025 Q1 - RESTATEMENT
|
5/28/2025 |
120
|
$550 M
|
| JONES FINANCIAL COMPANIES LLLP |
2025 Q1 - RESTATEMENT
|
5/28/2025 |
4,412
|
$110 B
|
| Provida Pension Fund Administrator |
2024 Q4 - NEW HOLDINGS
|
5/28/2025 |
68
|
$4.9 B
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
2025 Q1
|
5/28/2025 |
109
|
$270 M
|
| Vista Cima Wealth Management LLC |
2025 Q1 - RESTATEMENT
|
5/28/2025 |
50
|
$93 M
|
| STRS OHIO |
2024 Q4
|
5/28/2025 |
1,878
|
$25 B
|
| Fortitude Financial, LLC |
2024 Q4
|
5/28/2025 |
31
|
$180 M
|
| Silicon Valley Capital Partners |
2025 Q1
|
5/28/2025 |
247
|
$770 M
|
| STRS OHIO |
2025 Q1
|
5/28/2025 |
1,922
|
$24 B
|
| Modern Wealth Management, LLC |
2023 Q4 - NEW HOLDINGS
|
5/28/2025 |
17
|
$1.7 M
|
| Modern Wealth Management, LLC |
2023 Q4 - RESTATEMENT
|
5/28/2025 |
372
|
$790 M
|
| Anderson Financial Strategies, LLC |
2025 Q1
|
5/28/2025 |
237
|
$160 M
|
| Wealth Management Associates, Inc. |
2024 Q1
|
5/28/2025 |
204
|
$210 M
|
| Wealth Management Associates, Inc. |
2024 Q2
|
5/28/2025 |
204
|
$210 M
|
| Wealth Management Associates, Inc. |
2024 Q4
|
5/28/2025 |
210
|
$230 M
|
| Wealth Management Associates, Inc. |
2024 Q3
|
5/28/2025 |
209
|
$230 M
|
| Wealth Management Associates, Inc. |
2025 Q1
|
5/28/2025 |
212
|
$230 M
|
| Wealth Management Associates, Inc. |
2023 Q1
|
5/28/2025 |
193
|
$160 M
|
| Wealth Management Associates, Inc. |
2023 Q2
|
5/28/2025 |
191
|
$180 M
|
| Wealth Management Associates, Inc. |
2023 Q4
|
5/28/2025 |
198
|
$190 M
|
| Wealth Management Associates, Inc. |
2023 Q3
|
5/28/2025 |
190
|
$170 M
|
| EnCap Energy Capital Fund VIII, L.P. |
2025 Q1
|
5/28/2025 |
2
|
$95 M
|
| Wealth Management Associates, Inc. |
2022 Q1
|
5/28/2025 |
187
|
$180 M
|
| Wealth Management Associates, Inc. |
2022 Q2
|
5/28/2025 |
175
|
$150 M
|
| Wealth Management Associates, Inc. |
2022 Q4
|
5/28/2025 |
186
|
$150 M
|
| Wealth Management Associates, Inc. |
2022 Q3
|
5/28/2025 |
174
|
$140 M
|
| EnCap Energy Capital Fund XI, L.P. |
2025 Q1
|
5/28/2025 |
2
|
$710 M
|
| Wealth Management Associates, Inc. |
2021 Q1
|
5/28/2025 |
186
|
$160 M
|
| Wealth Management Associates, Inc. |
2021 Q2
|
5/28/2025 |
197
|
$180 M
|
| Wealth Management Associates, Inc. |
2021 Q3
|
5/28/2025 |
192
|
$170 M
|
| Wealth Management Associates, Inc. |
2021 Q4
|
5/28/2025 |
195
|
$190 M
|
| EnCap Energy Capital Fund X, L.P. |
2025 Q1
|
5/28/2025 |
1
|
$220 M
|
| GK Wealth Management LLC |
2025 Q1
|
5/28/2025 |
136
|
$86 M
|
| GK Wealth Management LLC |
2024 Q4
|
5/28/2025 |
128
|
$79 M
|
| EnCap Partners GP, LLC |
2025 Q1
|
5/28/2025 |
1
|
$390 M
|
| Ellsworth Advisors, LLC |
2025 Q1
|
5/28/2025 |
168
|
$380 M
|
| EnCap Energy Capital Fund IX, L.P. |
2025 Q1
|
5/28/2025 |
1
|
$0
|
| Wealth Management Associates, Inc. |
2020 Q1
|
5/28/2025 |
122
|
$99 M
|
| Wealth Management Associates, Inc. |
2020 Q3
|
5/28/2025 |
157
|
$130 M
|
| Wealth Management Associates, Inc. |
2020 Q2
|
5/28/2025 |
150
|
$120 M
|
| Wealth Management Associates, Inc. |
2020 Q4
|
5/28/2025 |
177
|
$150 M
|
| Wealth Management Associates, Inc. |
2019 Q1
|
5/28/2025 |
93
|
$92 M
|
| Wealth Management Associates, Inc. |
2018 Q4
|
5/28/2025 |
86
|
$74 M
|
| Wealth Management Associates, Inc. |
2019 Q4
|
5/28/2025 |
149
|
$140 M
|
| Wealth Management Associates, Inc. |
2019 Q3
|
5/28/2025 |
144
|
$120 M
|
| Wealth Management Associates, Inc. |
2019 Q2
|
5/28/2025 |
100
|
$100 M
|
| Intrua Financial, LLC |
2025 Q1
|
5/28/2025 |
373
|
$690 M
|
| Intrua Financial, LLC |
2024 Q4
|
5/28/2025 |
359
|
$650 M
|
| Intrua Financial, LLC |
2024 Q3
|
5/28/2025 |
379
|
$670 M
|
| Intrua Financial, LLC |
2024 Q2
|
5/28/2025 |
389
|
$670 M
|
| Intrua Financial, LLC |
2024 Q1
|
5/28/2025 |
412
|
$690 M
|
| Intrua Financial, LLC |
2023 Q4
|
5/28/2025 |
398
|
$680 M
|
| Intrua Financial, LLC |
2023 Q3
|
5/28/2025 |
347
|
$590 M
|
| Foresight Group Ltd Liability Partnership |
2025 Q1 - RESTATEMENT
|
5/28/2025 |
62
|
$710 M
|
| Westshore Wealth, LLC |
2024 Q4
|
5/28/2025 |
93
|
$250 M
|
| Addison Capital Co |
2025 Q1
|
5/27/2025 |
139
|
$260 M
|
| Turn8 Private Wealth Inc. |
2024 Q4
|
5/27/2025 |
45
|
$140 M
|
| Turn8 Private Wealth Inc. |
2025 Q1
|
5/27/2025 |
51
|
$130 M
|
| Jacobi Capital Management LLC |
2025 Q1
|
5/27/2025 |
562
|
$1.4 B
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2025 Q1
|
5/27/2025 |
70
|
$380 M
|