| SOUTHERN CAPITAL SERVICES INC /ADV |
2025 Q4
|
2/27/2026 |
27
|
$160 M
|
| ARWA LLC |
2025 Q4
|
2/27/2026 |
124
|
$170 M
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q4
|
2/27/2026 |
72
|
$170 M
|
| MISHPACHA HOLDINGS CORP |
2025 Q4
|
2/27/2026 |
13
|
$120 M
|
| Pantera Capital Partners LP |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
4
|
$180 M
|
| Pantera Capital Partners LP |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
16
|
$500 M
|
| Pantera Capital Partners LP |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
15
|
$160 M
|
| Cross Staff Investments Inc |
2025 Q4
|
2/27/2026 |
132
|
$180 M
|
| Nolet Wealth Management, LLC |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
161
|
$180 M
|
| Financially in Tune, LLC |
2025 Q4
|
2/27/2026 |
71
|
$110 M
|
| BEACON ADVISORS HOLDINGS, LLC |
2025 Q4
|
2/27/2026 |
36
|
$190 M
|
| Naman Capital Ltda |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
17
|
$360 M
|
| Retirement Solution LLC |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
48
|
$420 M
|
| Retirement Solution LLC |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
44
|
$390 M
|
| Retirement Solution LLC |
2025 Q1 - RESTATEMENT
|
2/27/2026 |
39
|
$350 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
144
|
$350 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
150
|
$320 M
|
| Strategic Investment Solutions, Inc. /IL |
2025 Q4
|
2/27/2026 |
8,117
|
$420 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q1 - RESTATEMENT
|
2/27/2026 |
154
|
$300 M
|
| Compass Financial Services Inc |
2025 Q4
|
2/27/2026 |
294
|
$230 M
|
| OakTrust Wealth Advisors, LLC |
2025 Q4
|
2/27/2026 |
68
|
$110 M
|
| GROUPAMA ASSET MANAGMENT |
2025 Q4
|
2/27/2026 |
437
|
$6.8 B
|
| BARCLAYS PLC |
2025 Q2 - RESTATEMENT
|
2/26/2026 |
12,350
|
$440 B
|
| 46 Peaks LLC |
2025 Q4
|
2/26/2026 |
24
|
$140 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q3 - RESTATEMENT
|
2/26/2026 |
110
|
$170 M
|
| Sculptor Capital LP |
2025 Q1 - NEW HOLDINGS
|
2/26/2026 |
9
|
$29 M
|
| Sculptor Capital LP |
2025 Q2 - NEW HOLDINGS
|
2/26/2026 |
1
|
$22 M
|
| Provida Pension Fund Administrator |
2025 Q3 - NEW HOLDINGS
|
2/26/2026 |
64
|
$5.7 B
|
| Sculptor Capital LP |
2024 Q3 - NEW HOLDINGS
|
2/26/2026 |
2
|
$100 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q2 - RESTATEMENT
|
2/26/2026 |
103
|
$160 M
|
| Seven Fleet Capital Management LP |
2025 Q4
|
2/26/2026 |
87
|
$130 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q1 - RESTATEMENT
|
2/26/2026 |
93
|
$150 M
|
| Lineage Point Capital LP |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
169
|
$260 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q3 - RESTATEMENT
|
2/26/2026 |
59
|
$150 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q2 - RESTATEMENT
|
2/26/2026 |
55
|
$140 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q1 - RESTATEMENT
|
2/26/2026 |
59
|
$130 M
|
| Oak Grove Capital LLC |
2025 Q4
|
2/26/2026 |
277
|
$840 M
|
| Alpine Global Management, LLC |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
344
|
$460 M
|
| Revere Asset Management, Inc |
2023 Q3
|
2/26/2026 |
6
|
$41 M
|
| Anchor Investment Management, LLC |
2025 Q4
|
2/26/2026 |
1,046
|
$1.2 B
|
| Revere Asset Management, Inc |
2023 Q4
|
2/26/2026 |
18
|
$93 M
|
| Aristides Capital LLC |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
273
|
$570 M
|
| TD Capital Management LLC |
2025 Q4
|
2/26/2026 |
818
|
$1.1 B
|
| Revere Asset Management, Inc |
2024 Q1
|
2/26/2026 |
13
|
$77 M
|
| Revere Asset Management, Inc |
2024 Q3
|
2/26/2026 |
25
|
$130 M
|
| Revere Asset Management, Inc |
2024 Q2
|
2/26/2026 |
16
|
$100 M
|
| Villanova Investment Management Co LLC |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
57
|
$140 M
|
| BDFS Capital LLC |
2025 Q4
|
2/26/2026 |
134
|
$200 M
|
| SSA SWISS ADVISORS AG |
2025 Q4
|
2/26/2026 |
102
|
$210 M
|
| Banque Transatlantique SA |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
278
|
$4.1 B
|
| Overlook Investments LP |
2025 Q4
|
2/26/2026 |
1
|
$280 M
|
| Topor & Co. Korea |
2025 Q4
|
2/25/2026 |
15
|
$130 M
|
| COSMIC MANAGEMENT, LLC |
2025 Q4
|
2/25/2026 |
4
|
$320 M
|
| Revere Asset Management, Inc |
2024 Q4
|
2/25/2026 |
24
|
$120 M
|
| Diesslin Group, Inc. |
2025 Q4
|
2/25/2026 |
54
|
$250 M
|
| Greenstone Partners & Co., LLC |
2025 Q3
|
2/25/2026 |
11
|
$550 M
|
| SIT INVESTMENT ASSOCIATES INC |
2025 Q4 - NEW HOLDINGS
|
2/25/2026 |
6
|
$82 M
|
| Tempo Wealth, LLC |
2025 Q4
|
2/25/2026 |
214
|
$560 M
|
| THRYVE WEALTH MANAGEMENT LLC |
2025 Q4
|
2/25/2026 |
94
|
$200 M
|
| MARINER INVESTMENT GROUP LLC |
2025 Q4
|
2/25/2026 |
111
|
$1.7 B
|
| GFI Investment Counsel Ltd. |
2025 Q4 - NEW HOLDINGS
|
2/25/2026 |
4
|
$880 k
|
| GFI Investment Counsel Ltd. |
2025 Q4 - RESTATEMENT
|
2/25/2026 |
26
|
$940 M
|
| HAHN CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/25/2026 |
30
|
$190 M
|
| KW WEALTH MANAGEMENT LLC |
2025 Q4
|
2/25/2026 |
83
|
$66 M
|
| Westshore Wealth, LLC |
2025 Q4
|
2/24/2026 |
103
|
$300 M
|
| MidFirst Bank |
2025 Q4
|
2/24/2026 |
789
|
$1.3 B
|
| West Virginia University Foundation, Inc |
2025 Q4
|
2/24/2026 |
2
|
$530 M
|
| West Virginia University Foundation, Inc |
2025 Q3
|
2/24/2026 |
2
|
$380 M
|
| Alternative Investment Advisors, LLC. |
2025 Q4
|
2/24/2026 |
64
|
$230 M
|
| West Virginia University Foundation, Inc |
2025 Q2
|
2/24/2026 |
2
|
$330 M
|
| West Virginia University Foundation, Inc |
2025 Q1
|
2/24/2026 |
2
|
$290 M
|
| Villanova Investment Management Co LLC |
2025 Q4
|
2/24/2026 |
57
|
$140 M
|
| West Virginia University Foundation, Inc |
2024 Q4
|
2/24/2026 |
2
|
$290 M
|
| Astoria Portfolio Advisors LLC. |
2025 Q4
|
2/24/2026 |
288
|
$440 M
|
| DGS Capital Management, LLC |
2025 Q4
|
2/24/2026 |
542
|
$580 M
|
| DGS Capital Management, LLC |
2025 Q3
|
2/24/2026 |
440
|
$550 M
|
| Anderson Financial Strategies, LLC |
2025 Q4
|
2/24/2026 |
37
|
$170 M
|
| DGS Capital Management, LLC |
2025 Q2
|
2/24/2026 |
363
|
$480 M
|
| DGS Capital Management, LLC |
2025 Q1
|
2/24/2026 |
317
|
$380 M
|
| Ketron Financial |
2025 Q4
|
2/24/2026 |
56
|
$300 M
|
| Bell Investment Advisors, Inc |
2025 Q4
|
2/24/2026 |
1,802
|
$630 M
|
| Avory & Company, LLC |
2025 Q4
|
2/24/2026 |
42
|
$160 M
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2025 Q4
|
2/24/2026 |
86
|
$160 M
|
| CHELSEA COUNSEL CO |
2025 Q4
|
2/24/2026 |
241
|
$230 M
|
| Coastline Complete Wealth LLC |
2025 Q4
|
2/24/2026 |
50
|
$160 M
|
| Barnes Wealth Management Group, Inc |
2025 Q4
|
2/24/2026 |
177
|
$190 M
|
| River Road Asset Management, LLC |
2025 Q4
|
2/24/2026 |
175
|
$9.1 B
|
| SG Trading Solutions, LLC |
2025 Q4
|
2/24/2026 |
211
|
$430 M
|
| Pacer Advisors, Inc. |
2025 Q4 - RESTATEMENT
|
2/24/2026 |
3,830
|
$39 B
|
| Amanah Holdings Trust |
2025 Q4
|
2/24/2026 |
20
|
$680 M
|
| Titan Investment Management LLC |
2025 Q4
|
2/24/2026 |
39
|
$110 M
|
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD |
2025 Q4 - RESTATEMENT
|
2/24/2026 |
1
|
$250 k
|
| J. Stern & Co. LLP |
2025 Q4 - RESTATEMENT
|
2/24/2026 |
43
|
$1.2 B
|
| Investment Insight Wealth Management, LLC |
2025 Q4
|
2/24/2026 |
36
|
$100 M
|
| Macco Financial Group, Inc. |
2025 Q4
|
2/24/2026 |
19
|
$120 M
|
| WLTH Capital Management, LLC |
2025 Q4
|
2/24/2026 |
26
|
$130 M
|
| DiPaolo Financial Group, Inc. |
2025 Q4
|
2/24/2026 |
31
|
$94 M
|
| Nolet Wealth Management, LLC |
2025 Q4
|
2/24/2026 |
161
|
$180 M
|
| Stone Wealth Partners |
2025 Q4
|
2/23/2026 |
68
|
$110 M
|
| Lynch Investment Planning, LLC |
2025 Q4
|
2/23/2026 |
54
|
$100 M
|