| Facet Wealth, Inc. |
2025 Q3
|
10/30/2025 |
215
|
$4.8 B
|
| Glenorchy Capital Ltd |
2025 Q3
|
10/30/2025 |
66
|
$680 M
|
| Gouws Capital LLC |
2025 Q3
|
10/30/2025 |
55
|
$180 M
|
| Hara Capital LLC |
2025 Q3
|
10/30/2025 |
294
|
$170 M
|
| Ridgewood Investments LLC |
2025 Q3
|
10/30/2025 |
202
|
$240 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/30/2025 |
14
|
$180 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2025 Q3
|
10/30/2025 |
436
|
$1.3 B
|
| Quadrant Private Wealth Management, LLC |
2025 Q3
|
10/30/2025 |
252
|
$550 M
|
| Courant Investment Management LLC |
2025 Q3
|
10/30/2025 |
7
|
$130 M
|
| STRS OHIO |
2025 Q3
|
10/30/2025 |
2,185
|
$27 B
|
| Atlas Legacy Advisors, LLC |
2025 Q3
|
10/30/2025 |
307
|
$520 M
|
| FWG Holdings, LLC |
2025 Q3
|
10/30/2025 |
109
|
$230 M
|
| Legacy Advisory Services, LLC |
2025 Q3
|
10/30/2025 |
51
|
$130 M
|
| SAM Advisors, LLC |
2025 Q3
|
10/30/2025 |
41
|
$310 M
|
| NEW WAVE WEALTH ADVISORS LLC |
2025 Q3 - NEW HOLDINGS
|
10/30/2025 |
177
|
$260 M
|
| EMERALD MUTUAL FUND ADVISERS TRUST |
2025 Q3
|
10/30/2025 |
219
|
$1.9 B
|
| USCF Advisers LLC |
2025 Q3
|
10/30/2025 |
20
|
$1.0 M
|
| Millburn Ridgefield LLC /DE/ |
2025 Q3
|
10/30/2025 |
38
|
$4.2 B
|
| Legacy Advisory Services, LLC |
2024 Q2 - RESTATEMENT
|
10/30/2025 |
48
|
$110 M
|
| QV Investors Inc. |
2025 Q3
|
10/30/2025 |
63
|
$1.2 B
|
| Aubrey Capital Management Ltd |
2025 Q3
|
10/30/2025 |
52
|
$320 M
|
| Value Base Ltd. |
2025 Q3
|
10/30/2025 |
9
|
$140 M
|
| INDEPENDENT INVESTORS INC |
2025 Q3
|
10/30/2025 |
70
|
$520 M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2025 Q3
|
10/30/2025 |
144
|
$640 M
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2025 Q3
|
10/30/2025 |
88
|
$620 M
|
| Sellwood Investment Partners LLC |
2025 Q3
|
10/30/2025 |
107
|
$250 M
|
| Outlook Wealth Advisors, LLC |
2025 Q3
|
10/30/2025 |
290
|
$400 M
|
| Leelyn Smith, LLC |
2025 Q3
|
10/30/2025 |
144
|
$660 M
|
| WestBridge Capital Management, LLC |
2025 Q3
|
10/30/2025 |
1
|
$160 M
|
| Planning Center, Inc. |
2025 Q3
|
10/30/2025 |
74
|
$950 M
|
| Atlas Venture Advisors, Inc. |
2025 Q3
|
10/30/2025 |
4
|
$440 M
|
| Covestor Ltd |
2025 Q3
|
10/30/2025 |
2,918
|
$180 M
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2025 Q3
|
10/30/2025 |
54
|
$4.0 B
|
| Olympiad Research LP |
2025 Q3
|
10/30/2025 |
204
|
$72 M
|
| Accredited Investors Inc. |
2025 Q3
|
10/30/2025 |
264
|
$1.8 B
|
| Covenant Asset Management, LLC |
2025 Q3
|
10/30/2025 |
162
|
$880 M
|
| Traub Capital Management LLC |
2025 Q3
|
10/30/2025 |
139
|
$100 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2025 Q3
|
10/30/2025 |
71
|
$1.3 B
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2025 Q3
|
10/30/2025 |
150
|
$620 M
|
| Millington Financial Advisors, LLC |
2025 Q3
|
10/30/2025 |
103
|
$210 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2025 Q3
|
10/30/2025 |
137
|
$330 M
|
| BIP Wealth, LLC |
2025 Q3
|
10/30/2025 |
426
|
$2.0 B
|
| Bey-Douglas LLC |
2025 Q3
|
10/30/2025 |
65
|
$130 M
|
| Bishop & Co Investment Management, LLC |
2025 Q3
|
10/30/2025 |
27
|
$300 M
|
| FIDUCIENT ADVISORS LLC |
2025 Q3
|
10/30/2025 |
157
|
$860 M
|
| Heritage Financial Services, LLC |
2025 Q3
|
10/30/2025 |
134
|
$1.1 B
|
| Fairway Wealth LLC |
2025 Q3
|
10/30/2025 |
158
|
$360 M
|
| Boston Common Asset Management, LLC |
2025 Q3
|
10/30/2025 |
309
|
$3.6 B
|
| TWIN PEAKS WEALTH ADVISORS, LLC |
2025 Q3
|
10/30/2025 |
164
|
$290 M
|
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2025 Q3
|
10/30/2025 |
185
|
$1.1 B
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q3
|
10/30/2025 |
6
|
$160 M
|
| Triad Wealth Partners, LLC |
2025 Q3
|
10/30/2025 |
366
|
$780 M
|
| CNB Bank |
2025 Q3
|
10/30/2025 |
616
|
$240 M
|
| Johnson Financial Group, LLC |
2025 Q3
|
10/30/2025 |
90
|
$1.1 B
|
| EMERALD ADVISERS, LLC |
2025 Q3
|
10/30/2025 |
257
|
$3.1 B
|
| Dilation Capital Management LP |
2025 Q3
|
10/30/2025 |
21
|
$200 M
|
| Simplicity Wealth,LLC |
2025 Q3
|
10/30/2025 |
709
|
$1.7 B
|
| Detalus Advisors, LLC |
2025 Q3
|
10/30/2025 |
175
|
$390 M
|
| Bruce G. Allen Investments, LLC |
2025 Q3
|
10/30/2025 |
1,080
|
$140 M
|
| DJE Kapital AG |
2025 Q3
|
10/30/2025 |
105
|
$4.1 B
|
| Cooksen Wealth, LLC |
2025 Q3
|
10/30/2025 |
45
|
$130 M
|
| CVA Family Office, LLC |
2025 Q3
|
10/30/2025 |
1,298
|
$780 M
|
| WILKINS INVESTMENT COUNSEL INC |
2025 Q3
|
10/30/2025 |
122
|
$710 M
|
| VELA Investment Management, LLC |
2025 Q3
|
10/30/2025 |
174
|
$410 M
|
| Orca Investment Management, LLC |
2025 Q3
|
10/30/2025 |
61
|
$120 M
|
| CapWealth Advisors, LLC |
2025 Q3 - NEW HOLDINGS
|
10/30/2025 |
129
|
$1.5 B
|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2025 Q3
|
10/30/2025 |
13
|
$280 M
|
| Applied Fundamental Research, LLC |
2025 Q3
|
10/30/2025 |
10
|
$100 M
|
| Andina Capital Management, LLC |
2025 Q3
|
10/30/2025 |
152
|
$180 M
|
| Charter Oak Capital Management, LLC |
2025 Q3
|
10/30/2025 |
205
|
$1.3 B
|
| ROGCO, LP |
2025 Q3
|
10/30/2025 |
193
|
$280 M
|
| BAILARD, INC. |
2025 Q3
|
10/30/2025 |
777
|
$4.6 B
|
| ANCHOR CAPITAL ADVISORS LLC |
2025 Q3
|
10/30/2025 |
242
|
$3.5 B
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/30/2025 |
206
|
$2.0 B
|
| Rakuten Investment Management, Inc. |
2025 Q3
|
10/30/2025 |
640
|
$28 B
|
| AM INVESTMENT STRATEGIES LLC |
2025 Q3
|
10/30/2025 |
110
|
$460 M
|
| Register Financial Advisors LLC |
2025 Q3
|
10/30/2025 |
338
|
$250 M
|
| Stiles Financial Services Inc |
2025 Q3
|
10/30/2025 |
176
|
$320 M
|
| STOCK YARDS BANK & TRUST CO |
2025 Q3
|
10/30/2025 |
678
|
$3.2 B
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2025 Q3
|
10/30/2025 |
360
|
$620 M
|
| Tranquility Partners, LLC |
2025 Q3
|
10/30/2025 |
237
|
$300 M
|
| Objective Capital Management, LLC |
2025 Q3
|
10/30/2025 |
88
|
$97 M
|
| Avidian Wealth Enterprises, LLC |
2025 Q3
|
10/30/2025 |
580
|
$2.7 B
|
| BankPlus Wealth Management LLC |
2025 Q3
|
10/30/2025 |
108
|
$170 M
|
| Gray Foundation |
2025 Q3
|
10/30/2025 |
8
|
$350 M
|
| Cornerstone Wealth Group, LLC |
2025 Q3
|
10/30/2025 |
355
|
$1.5 B
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2025 Q3
|
10/30/2025 |
234
|
$1.2 B
|
| Universal- Beteiligungs- und Servicegesellschaft mbH |
2025 Q3
|
10/30/2025 |
2,099
|
$60 B
|
| Next Level Wealth Planning, LLC |
2025 Q3
|
10/30/2025 |
61
|
$180 M
|
| Berkeley, Inc |
2025 Q3
|
10/30/2025 |
75
|
$310 M
|
| FSA Investment Group, LLC |
2025 Q3
|
10/30/2025 |
40
|
$160 M
|
| Samalin Investment Counsel, LLC |
2025 Q3
|
10/30/2025 |
328
|
$290 M
|
| All-Stars Investment Ltd |
2025 Q3
|
10/30/2025 |
4
|
$330 M
|
| Migdal Insurance & Financial Holdings Ltd. |
2025 Q3
|
10/30/2025 |
325
|
$9.3 B
|
| HMS Capital Management, LLC |
2025 Q3
|
10/29/2025 |
107
|
$240 M
|
| SACHEM HILL LLC |
2025 Q3
|
10/29/2025 |
65
|
$500 M
|
| Lanham O'Dell & Company, Inc. |
2025 Q3
|
10/29/2025 |
45
|
$310 M
|
| Silver Coast Investments LLC |
2025 Q3
|
10/29/2025 |
114
|
$290 M
|
| DORVAL Corp |
2025 Q3
|
10/29/2025 |
42
|
$300 M
|
| Waldron Private Wealth LLC |
2025 Q3
|
10/29/2025 |
313
|
$2.5 B
|