| Deuterium Capital Management, LLC |
2025 Q3
|
11/7/2025 |
18
|
$69 M
|
| Jacobi Capital Management LLC |
2025 Q3
|
11/7/2025 |
592
|
$1.6 B
|
| CONDOR CAPITAL MANAGEMENT |
2025 Q3
|
11/7/2025 |
186
|
$1.2 B
|
| READYSTATE ASSET MANAGEMENT LP |
2025 Q3
|
11/7/2025 |
355
|
$2.3 B
|
| WAYCROSS PARTNERS, LLC |
2025 Q3
|
11/7/2025 |
95
|
$1.2 B
|
| Hodges Capital Management Inc. |
2025 Q3
|
11/7/2025 |
207
|
$1.2 B
|
| BURKE & HERBERT BANK & TRUST CO |
2025 Q3
|
11/7/2025 |
458
|
$470 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2025 Q3
|
11/7/2025 |
181
|
$2.5 B
|
| Serenus Wealth Advisors, LLC |
2025 Q3
|
11/7/2025 |
67
|
$590 M
|
| Cornerstone Advisory, LLC |
2025 Q3
|
11/7/2025 |
245
|
$1.0 B
|
| WealthCare Investment Partners, LLC |
2025 Q3
|
11/7/2025 |
171
|
$310 M
|
| Turn8 Private Wealth Inc. |
2025 Q3
|
11/7/2025 |
44
|
$140 M
|
| Beirne Wealth Consulting Services, LLC |
2025 Q3
|
11/7/2025 |
227
|
$420 M
|
| Crestwood Advisors Group, LLC |
2025 Q3
|
11/7/2025 |
679
|
$5.9 B
|
| Timber Creek Capital Management LLC |
2025 Q3
|
11/7/2025 |
83
|
$410 M
|
| W.G. Shaheen & Associates DBA Whitney & Co |
2025 Q3
|
11/7/2025 |
148
|
$1.1 B
|
| PARK CIRCLE Co |
2025 Q3
|
11/7/2025 |
69
|
$120 M
|
| FIDUCIARY COUNSELLING INC |
2025 Q3
|
11/7/2025 |
7
|
$38 M
|
| Marble Harbor Investment Counsel, LLC |
2025 Q3
|
11/7/2025 |
189
|
$950 M
|
| Beta Wealth Group, Inc. |
2025 Q3
|
11/7/2025 |
120
|
$250 M
|
| Troy Asset Management Ltd |
2025 Q2 - RESTATEMENT
|
11/7/2025 |
31
|
$3.7 B
|
| DAHRING | CUSMANO LLC |
2025 Q3
|
11/7/2025 |
53
|
$140 M
|
| McMill Wealth Management |
2025 Q3
|
11/7/2025 |
55
|
$350 M
|
| Troy Asset Management Ltd |
2025 Q1 - RESTATEMENT
|
11/7/2025 |
31
|
$3.7 B
|
| Fortis Group Advisors, LLC |
2025 Q3
|
11/7/2025 |
608
|
$580 M
|
| Troy Asset Management Ltd |
2024 Q4 - NEW HOLDINGS
|
11/7/2025 |
1
|
$19 M
|
| Spectrum Strategic Capital Management, LLC |
2025 Q3
|
11/7/2025 |
43
|
$200 M
|
| SCP Investment, LP |
2025 Q3
|
11/7/2025 |
71
|
$120 M
|
| Troy Asset Management Ltd |
2024 Q3 - NEW HOLDINGS
|
11/7/2025 |
1
|
$28 M
|
| Troy Asset Management Ltd |
2024 Q2 - NEW HOLDINGS
|
11/7/2025 |
1
|
$19 M
|
| Troy Asset Management Ltd |
2024 Q1 - NEW HOLDINGS
|
11/7/2025 |
1
|
$39 M
|
| Troy Asset Management Ltd |
2023 Q4 - NEW HOLDINGS
|
11/7/2025 |
1
|
$20 M
|
| Drucker Wealth 3.0, LLC |
2025 Q3
|
11/7/2025 |
497
|
$560 M
|
| Holistic Financial Partners |
2025 Q3
|
11/7/2025 |
139
|
$240 M
|
| Arvest Bank Trust Division |
2025 Q3
|
11/7/2025 |
285
|
$1.8 B
|
| PRING TURNER CAPITAL GROUP INC |
2025 Q3
|
11/7/2025 |
69
|
$160 M
|
| Kassira Wealth Management LLC |
2025 Q3
|
11/7/2025 |
53
|
$100 M
|
| LONG WALK MANAGEMENT LP |
2025 Q3
|
11/7/2025 |
9
|
$490 M
|
| Cardano Risk Management B.V. |
2025 Q3
|
11/7/2025 |
32
|
$9.4 B
|
| Wealthcare Capital Partners, LLC |
2025 Q3
|
11/7/2025 |
148
|
$220 M
|
| CLEAR INVESTMENT RESEARCH, LLC |
2025 Q3
|
11/7/2025 |
256
|
$75 M
|
| Wealthcare Advisory Partners LLC |
2025 Q3
|
11/7/2025 |
1,017
|
$4.8 B
|
| GSA CAPITAL PARTNERS LLP |
2025 Q3
|
11/7/2025 |
1,596
|
$1.2 B
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/7/2025 |
83
|
$980 M
|
| Bedel Financial Consulting, Inc. |
2025 Q3
|
11/7/2025 |
289
|
$780 M
|
| Astoria Strategic Wealth, Inc. |
2025 Q3
|
11/7/2025 |
35
|
$400 M
|
| Merit Financial Group, LLC |
2025 Q3 - RESTATEMENT
|
11/7/2025 |
6,380
|
$11 B
|
| ROTHSCHILD INVESTMENT LLC |
2025 Q3
|
11/7/2025 |
3,135
|
$1.8 B
|
| Brightwater Advisory LLC |
2025 Q3
|
11/7/2025 |
59
|
$150 M
|
| Pamalican Asset Management Ltd |
2025 Q3
|
11/7/2025 |
1
|
$0
|
| HILL ISLAND FINANCIAL LLC |
2025 Q3
|
11/7/2025 |
76
|
$400 M
|
| Southeast Asset Advisors, LLC |
2025 Q3
|
11/7/2025 |
209
|
$920 M
|
| SUMMITRY LLC |
2025 Q3
|
11/7/2025 |
222
|
$2.4 B
|
| Pitti Group Wealth Management, LLC |
2025 Q3
|
11/7/2025 |
75
|
$120 M
|
| Ballast, Inc. |
2025 Q3
|
11/7/2025 |
134
|
$410 M
|
| Ballast, Inc. |
2025 Q2 - RESTATEMENT
|
11/7/2025 |
128
|
$380 M
|
| Swan Global Investments, LLC |
2025 Q3
|
11/7/2025 |
71
|
$3.6 B
|
| MMBG INVESTMENT ADVISORS CO. |
2025 Q3
|
11/7/2025 |
179
|
$1.1 B
|
| M&G PLC |
2025 Q3
|
11/7/2025 |
406
|
$19 B
|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2025 Q3
|
11/7/2025 |
887
|
$2.0 B
|
| Valence8 US LP |
2025 Q3
|
11/7/2025 |
14
|
$290 M
|
| Beacon Capital Management, LLC |
2025 Q3
|
11/7/2025 |
140
|
$700 M
|
| HEARTLAND ADVISORS INC |
2025 Q3
|
11/7/2025 |
237
|
$1.9 B
|
| Supplemental Annuity Collective Trust of NJ |
2025 Q3
|
11/7/2025 |
208
|
$380 M
|
| NJ State Employees Deferred Compensation Plan |
2025 Q3
|
11/7/2025 |
437
|
$910 M
|
| Cassaday & Co Wealth Management LLC |
2025 Q3
|
11/7/2025 |
344
|
$4.3 B
|
| New Jersey Better Educational Savings Trust |
2025 Q3
|
11/7/2025 |
9
|
$59 M
|
| GoodHaven Capital Management, LLC |
2025 Q3
|
11/7/2025 |
26
|
$310 M
|
| GUIDANCE CAPITAL, INC |
2025 Q3
|
11/7/2025 |
202
|
$380 M
|
| Accretive Wealth Partners, LLC |
2025 Q3
|
11/7/2025 |
152
|
$330 M
|
| Mondrian Investment Partners LTD |
2025 Q3
|
11/7/2025 |
97
|
$6.0 B
|
| Balentine LLC |
2025 Q3
|
11/7/2025 |
234
|
$2.7 B
|
| Putney Financial Group LLC |
2025 Q3
|
11/7/2025 |
77
|
$100 M
|
| Skandinaviska Enskilda Banken AB (publ) |
2025 Q3
|
11/7/2025 |
955
|
$25 B
|
| Glenview Trust Co |
2025 Q3
|
11/7/2025 |
780
|
$6.3 B
|
| OAKMONT Corp |
2025 Q3
|
11/7/2025 |
30
|
$560 M
|
| UNITED BANK |
2025 Q3
|
11/7/2025 |
245
|
$840 M
|
| denkapparat Operations GmbH |
2025 Q3
|
11/7/2025 |
274
|
$160 M
|
| CYPRESS FUNDS LLC |
2025 Q3
|
11/7/2025 |
15
|
$760 M
|
| SMART Wealth LLC |
2025 Q3
|
11/7/2025 |
141
|
$270 M
|
| GLOBE LIFE INC. |
2025 Q3
|
11/7/2025 |
2
|
$400 M
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
2025 Q3
|
11/7/2025 |
1
|
$0
|
| MRA Advisory Group |
2025 Q3
|
11/7/2025 |
140
|
$230 M
|
| Oceanside Advisors LLC |
2025 Q3
|
11/7/2025 |
48
|
$160 M
|
| Bell & Brown Wealth Advisors, LLC |
2025 Q3
|
11/7/2025 |
72
|
$310 M
|
| Cosner Financial Group, LLC |
2025 Q3
|
11/7/2025 |
37
|
$190 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q3 - RESTATEMENT
|
11/7/2025 |
408
|
$5.1 B
|
| Bastion Asset Management Inc. |
2025 Q3
|
11/7/2025 |
48
|
$170 M
|
| DENALI ADVISORS LLC |
2025 Q3
|
11/7/2025 |
297
|
$890 M
|
| AFT, FORSYTH & COMPANY, INC. |
2025 Q3
|
11/7/2025 |
116
|
$210 M
|
| TOBAM |
2025 Q3
|
11/7/2025 |
247
|
$280 M
|
| Capital Planning Advisors, LLC |
2025 Q3
|
11/7/2025 |
143
|
$730 M
|
| COLRAIN CAPITAL LLC |
2025 Q3
|
11/7/2025 |
22
|
$180 M
|
| NEOS Investment Management LLC |
2025 Q3
|
11/7/2025 |
1,122
|
$13 B
|
| Fox Financial, Inc |
2025 Q3
|
11/7/2025 |
12
|
$130 M
|
| Zweig-DiMenna Associates LLC |
2025 Q3
|
11/7/2025 |
99
|
$1.4 B
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2025 Q3
|
11/7/2025 |
163
|
$470 M
|
| Founders Financial Alliance, LLC |
2025 Q3
|
11/7/2025 |
713
|
$530 M
|
| VANGUARD GROUP INC |
2025 Q3
|
11/7/2025 |
17,690
|
$6.7 T
|
| Texas Yale Capital Corp. |
2025 Q3
|
11/7/2025 |
482
|
$3.2 B
|