| Silvant Capital Management LLC |
2025 Q3 - NEW HOLDINGS
|
11/18/2025 |
466
|
$2.9 B
|
| Advisory Services Network, LLC |
2025 Q3
|
11/18/2025 |
10,819
|
$6.8 B
|
| Acuitas Investments, LLC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
52
|
$160 M
|
| Kozak & Associates, Inc. |
2025 Q3
|
11/18/2025 |
455
|
$510 M
|
| Del-Sette Capital Management, LLC |
2025 Q3
|
11/18/2025 |
54
|
$160 M
|
| CIM INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/18/2025 |
249
|
$370 M
|
| Copley Financial Group, Inc. |
2025 Q3
|
11/18/2025 |
114
|
$150 M
|
| HEIGHTS CAPITAL MANAGEMENT, INC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
182
|
$350 M
|
| DigitalBridge Group, Inc. |
2025 Q3
|
11/18/2025 |
150
|
$1.3 B
|
| San Luis Wealth Advisors LLC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
179
|
$550 M
|
| BOYAR ASSET MANAGEMENT INC. |
2025 Q3
|
11/18/2025 |
77
|
$160 M
|
| Raab & Moskowitz Asset Management LLC |
2025 Q3
|
11/18/2025 |
188
|
$450 M
|
| Global Frontier Investments LLC |
2025 Q3
|
11/18/2025 |
23
|
$520 M
|
| Integrated Investment Consultants, LLC |
2025 Q3
|
11/18/2025 |
659
|
$590 M
|
| HEIGHTS CAPITAL MANAGEMENT, INC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
182
|
$350 M
|
| Fulcrum Asset Management LLP |
2025 Q3
|
11/18/2025 |
174
|
$140 M
|
| Dorsey Wright & Associates |
2025 Q3
|
11/18/2025 |
134
|
$450 M
|
| TCFG WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/18/2025 |
303
|
$240 M
|
| Reliant Wealth Planning |
2025 Q3
|
11/18/2025 |
50
|
$310 M
|
| COWBIRD CAPITAL LP |
2025 Q3
|
11/18/2025 |
1
|
$0
|
| Pictet Asset Management Holding SA |
2025 Q3
|
11/18/2025 |
2,032
|
$100 B
|
| Vertex Planning Partners, LLC |
2025 Q3
|
11/18/2025 |
200
|
$520 M
|
| RDST Capital LLC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
19
|
$1.1 B
|
| US Asset Management LLC |
2025 Q3
|
11/18/2025 |
115
|
$120 M
|
| Yorkville Advisors Global, LP |
2025 Q3
|
11/18/2025 |
31
|
$260 M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2025 Q3
|
11/18/2025 |
630
|
$2.6 B
|
| Corus Family Wealth Advisors |
2025 Q3
|
11/17/2025 |
66
|
$140 M
|
| U S WEALTH GROUP, LLC. |
2025 Q3
|
11/17/2025 |
41
|
$150 M
|
| MARATHON ASSET MANAGEMENT LP |
2025 Q3
|
11/17/2025 |
17
|
$75 M
|
| Garrett Wealth Advisory Group, LLC |
2025 Q3
|
11/17/2025 |
119
|
$510 M
|
| Apexium Financial, LP |
2025 Q3
|
11/17/2025 |
288
|
$2.1 B
|
| Stonebridge Financial Planning Group, LLC |
2025 Q3
|
11/17/2025 |
171
|
$270 M
|
| SHUTTLEWORTH & Co |
2025 Q3
|
11/17/2025 |
63
|
$110 M
|
| ACORN CAPITAL ADVISORS, LLC |
2025 Q3
|
11/17/2025 |
20
|
$200 M
|
| Hancock Prospecting Pty Ltd |
2025 Q3
|
11/17/2025 |
30
|
$3.1 B
|
| Paul R. Ried Financial Group, LLC |
2025 Q3
|
11/17/2025 |
35
|
$200 M
|
| CacheTech Inc. |
2025 Q3
|
11/17/2025 |
197
|
$500 M
|
| FMA Wealth Management, LLC |
2025 Q3
|
11/17/2025 |
43
|
$150 M
|
| Turning Point Benefit Group, Inc. |
2025 Q3
|
11/17/2025 |
1,003
|
$170 M
|
| Solari Capital Management, LLC |
2025 Q3
|
11/17/2025 |
1
|
$320 k
|
| Strive Asset Management, LLC |
2025 Q3 - RESTATEMENT
|
11/17/2025 |
183
|
$180 M
|
| Schwallier Wealth Management LLC |
2025 Q3
|
11/17/2025 |
49
|
$160 M
|
| Vision One Management Partners, LP |
2025 Q3
|
11/17/2025 |
12
|
$160 M
|
| Drystone LLC |
2025 Q3
|
11/17/2025 |
18
|
$110 M
|
| Gould Capital, LLC |
2025 Q3
|
11/17/2025 |
213
|
$160 M
|
| Synergy Financial Group, LTD |
2025 Q3
|
11/17/2025 |
115
|
$150 M
|
| PharVision Advisers, LLC |
2025 Q3
|
11/17/2025 |
654
|
$180 M
|
| Revere Asset Management, Inc |
2025 Q3
|
11/17/2025 |
35
|
$270 M
|
| Founders Fund III Management, LLC |
2025 Q3
|
11/17/2025 |
1
|
$0
|
| Pine Ridge Advisers LLC |
2025 Q3
|
11/17/2025 |
38
|
$1.7 B
|
| Financial Avengers, Inc. |
2025 Q3
|
11/17/2025 |
140
|
$230 M
|
| CYBER HORNET ETFs LLC |
2025 Q3
|
11/17/2025 |
508
|
$160 M
|
| TCG Crossover Management, LLC |
2025 Q3
|
11/17/2025 |
40
|
$2.0 B
|
| WJ Wealth Management, LLC |
2025 Q3
|
11/17/2025 |
94
|
$330 M
|
| Johns Hopkins University |
2025 Q3
|
11/17/2025 |
16
|
$1.8 B
|
| Analog Century Management LP |
2025 Q3 - RESTATEMENT
|
11/17/2025 |
23
|
$1.9 B
|
| Triumph Capital Management |
2025 Q3
|
11/17/2025 |
1,969
|
$410 M
|
| Front Row Advisors LLC |
2025 Q3
|
11/17/2025 |
553
|
$300 M
|
| McCollum Christoferson Group LLC |
2025 Q3
|
11/17/2025 |
74
|
$350 M
|
| Adalta Capital Management LLC |
2025 Q3
|
11/17/2025 |
126
|
$220 M
|
| Texas County & District Retirement System |
2025 Q3
|
11/17/2025 |
1
|
$71 M
|
| Silicon Valley Capital Partners |
2025 Q3
|
11/17/2025 |
283
|
$1.1 B
|
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2025 Q3
|
11/17/2025 |
1,667
|
$7.7 B
|
| Sender Co & Partners, Inc. |
2025 Q3
|
11/17/2025 |
464
|
$910 M
|
| Harbor Spring Capital, LLC |
2025 Q3
|
11/17/2025 |
1
|
$0
|
| NewEdge Advisors, LLC |
2025 Q3
|
11/17/2025 |
4,099
|
$22 B
|
| Blue Chip Partners, LLC |
2025 Q3
|
11/17/2025 |
164
|
$1.3 B
|
| Krensavage Asset Management, LLC |
2025 Q3
|
11/17/2025 |
17
|
$230 M
|
| ARMISTICE CAPITAL, LLC |
2025 Q3
|
11/17/2025 |
332
|
$6.7 B
|
| Almitas Capital LLC |
2025 Q3 - NEW HOLDINGS
|
11/17/2025 |
66
|
$440 M
|
| PDT Partners, LLC |
2025 Q3
|
11/17/2025 |
571
|
$1.6 B
|
| Connective Capital Management, LLC |
2025 Q3
|
11/17/2025 |
73
|
$110 M
|
| Makaira Partners LLC |
2025 Q3
|
11/17/2025 |
12
|
$190 M
|
| Reynders McVeigh Capital Management, LLC |
2025 Q3
|
11/17/2025 |
201
|
$2.1 B
|
| Alyeska Investment Group, L.P. |
2025 Q3
|
11/17/2025 |
578
|
$33 B
|
| Laurion Capital Management LP |
2025 Q3
|
11/17/2025 |
232
|
$5.8 B
|
| Perritt Capital Management Inc |
2025 Q3
|
11/17/2025 |
313
|
$210 M
|
| CASTLEARK MANAGEMENT LLC |
2025 Q3
|
11/17/2025 |
284
|
$3.6 B
|
| NWI MANAGEMENT LP |
2025 Q3 - RESTATEMENT
|
11/17/2025 |
65
|
$1.8 B
|
| FIRST FOUNDATION ADVISORS |
2025 Q3
|
11/17/2025 |
573
|
$2.7 B
|
| Adelante Capital Management LLC |
2025 Q3
|
11/17/2025 |
43
|
$1.5 B
|
| DARK FOREST CAPITAL MANAGEMENT LP |
2025 Q3 - RESTATEMENT
|
11/17/2025 |
1,111
|
$2.7 B
|
| Parvin Asset Management, LLC |
2025 Q3
|
11/17/2025 |
287
|
$110 M
|
| American Trust |
2025 Q3
|
11/17/2025 |
327
|
$1.2 B
|
| Westshore Wealth, LLC |
2025 Q3
|
11/17/2025 |
102
|
$290 M
|
| Papamarkou Wellner Asset Management inc. |
2025 Q3
|
11/17/2025 |
81
|
$160 M
|
| Proficio Capital Partners LLC |
2025 Q3 - RESTATEMENT
|
11/17/2025 |
222
|
$1.5 B
|
| Equity Wealth Partners, LLC |
2025 Q3
|
11/17/2025 |
80
|
$120 M
|
| IMS Capital Management |
2025 Q3
|
11/17/2025 |
147
|
$220 M
|
| Auto-Owners Insurance Co |
2025 Q3
|
11/17/2025 |
186
|
$3.9 B
|
| Mittelman Wealth Management |
2025 Q3
|
11/17/2025 |
41
|
$150 M
|
| FWL INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
11/17/2025 |
332
|
$380 M
|
| Hilltop Partners LLC |
2025 Q3
|
11/17/2025 |
120
|
$330 M
|
| PIN OAK INVESTMENT ADVISORS INC |
2025 Q3
|
11/17/2025 |
498
|
$140 M
|
| Optimist Retirement Group LLC |
2025 Q3
|
11/17/2025 |
118
|
$220 M
|
| Avondale Wealth Management |
2025 Q3
|
11/17/2025 |
58
|
$190 M
|
| Sterling Financial Group, Inc. |
2025 Q3
|
11/17/2025 |
73
|
$320 M
|
| Hershey Financial Advisers, LLC |
2025 Q3
|
11/17/2025 |
80
|
$120 M
|
| LGT Financial Advisors LLC |
2025 Q3
|
11/17/2025 |
382
|
$46 M
|
| BROOKS, MOORE & ASSOCIATES, INC. |
2025 Q3
|
11/17/2025 |
104
|
$200 M
|