| EVOLUTION WEALTH MANAGEMENT INC. |
2025 Q2
|
8/29/2025 |
579
|
$81 M
|
| TOTAL INVESTMENT MANAGEMENT INC |
2025 Q2
|
8/29/2025 |
903
|
$690 M
|
| CENTAURUS FINANCIAL, INC. |
2025 Q2
|
8/29/2025 |
963
|
$1.7 B
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2024 Q1
|
8/29/2025 |
169
|
$250 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2024 Q2
|
8/29/2025 |
162
|
$260 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2024 Q3
|
8/29/2025 |
177
|
$260 M
|
| Infini Capital Management Ltd |
2025 Q2
|
8/28/2025 |
20
|
$150 M
|
| Prospera Capital Management, LLC |
2025 Q2
|
8/28/2025 |
71
|
$210 M
|
| Prospera Capital Management, LLC |
2025 Q1
|
8/28/2025 |
65
|
$180 M
|
| Prospera Capital Management, LLC |
2024 Q4
|
8/28/2025 |
15
|
$140 M
|
| Tolleson Wealth Management, Inc. |
2025 Q2 - RESTATEMENT
|
8/28/2025 |
84
|
$590 M
|
| Lavaca Capital LLC |
2025 Q2 - RESTATEMENT
|
8/28/2025 |
269
|
$270 M
|
| Provida Pension Fund Administrator |
2025 Q1 - NEW HOLDINGS
|
8/28/2025 |
62
|
$5.0 B
|
| STRAIGHTLINE GROUP LLC |
2025 Q2
|
8/28/2025 |
12
|
$160 M
|
| Stark Wealth Management LLC |
2025 Q2
|
8/28/2025 |
51
|
$70 M
|
| Midwestern Financial, LLC /IA |
2025 Q2
|
8/28/2025 |
54
|
$110 M
|
| China Universal Asset Management Co., Ltd. |
2025 Q2
|
8/28/2025 |
477
|
$1.1 B
|
| ABN AMRO Bank N.V. |
2025 Q1
|
8/28/2025 |
158
|
$7.2 B
|
| ABN AMRO Bank N.V. |
2024 Q4
|
8/28/2025 |
158
|
$7.4 B
|
| ABN AMRO Bank N.V. |
2024 Q3
|
8/28/2025 |
156
|
$7.3 B
|
| ABN AMRO Bank N.V. |
2024 Q2
|
8/28/2025 |
153
|
$6.6 B
|
| ABN AMRO Bank N.V. |
2024 Q1
|
8/28/2025 |
152
|
$6.7 B
|
| ABN AMRO Bank N.V. |
2023 Q4
|
8/28/2025 |
155
|
$6.1 B
|
| ABN AMRO Bank N.V. |
2023 Q3
|
8/28/2025 |
152
|
$5.6 B
|
| ABN AMRO Bank N.V. |
2023 Q2
|
8/28/2025 |
152
|
$4.9 B
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2024 Q4
|
8/28/2025 |
180
|
$250 M
|
| ABN AMRO Bank N.V. |
2023 Q1
|
8/28/2025 |
143
|
$4.5 B
|
| Tolleson Wealth Management, Inc. |
2025 Q1 - RESTATEMENT
|
8/27/2025 |
86
|
$520 M
|
| Putney Financial Group LLC |
2025 Q2 - RESTATEMENT
|
8/27/2025 |
293
|
$99 M
|
| Barnes Wealth Management Group, Inc |
2025 Q2
|
8/27/2025 |
167
|
$170 M
|
| Impala Asset Management LLC |
2025 Q2 - RESTATEMENT
|
8/27/2025 |
24
|
$150 M
|
| Stonebridge Wealth Management, LLC |
2025 Q2
|
8/27/2025 |
33
|
$110 M
|
| Cypress Capital Advisors, LLC |
2024 Q4
|
8/27/2025 |
61
|
$130 M
|
| Cypress Capital Advisors, LLC |
2025 Q1
|
8/27/2025 |
74
|
$140 M
|
| Cypress Capital Advisors, LLC |
2025 Q2
|
8/27/2025 |
72
|
$160 M
|
| Tribridge Partners Financial LLC |
2025 Q2
|
8/27/2025 |
60
|
$170 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2025 Q1
|
8/27/2025 |
433
|
$4.8 B
|
| Orion Porfolio Solutions, LLC |
2025 Q2 - RESTATEMENT
|
8/27/2025 |
1,967
|
$12 B
|
| Seneca Financial Advisors LLC |
2024 Q2
|
8/27/2025 |
59
|
$190 M
|
| Seneca Financial Advisors LLC |
2024 Q3
|
8/27/2025 |
54
|
$210 M
|
| Seneca Financial Advisors LLC |
2024 Q1
|
8/27/2025 |
57
|
$190 M
|
| Seneca Financial Advisors LLC |
2024 Q4
|
8/27/2025 |
55
|
$200 M
|
| Seneca Financial Advisors LLC |
2025 Q2
|
8/27/2025 |
61
|
$260 M
|
| Seneca Financial Advisors LLC |
2025 Q1
|
8/27/2025 |
55
|
$210 M
|
| Seneca Financial Advisors LLC |
2023 Q4
|
8/27/2025 |
57
|
$170 M
|
| Seneca Financial Advisors LLC |
2023 Q1
|
8/27/2025 |
54
|
$160 M
|
| Seneca Financial Advisors LLC |
2023 Q3
|
8/27/2025 |
50
|
$150 M
|
| Seneca Financial Advisors LLC |
2023 Q2
|
8/27/2025 |
53
|
$150 M
|
| Seneca Financial Advisors LLC |
2022 Q1
|
8/27/2025 |
45
|
$160 M
|
| Seneca Financial Advisors LLC |
2022 Q4
|
8/27/2025 |
49
|
$160 M
|
| Seneca Financial Advisors LLC |
2022 Q3
|
8/27/2025 |
44
|
$140 M
|
| Seneca Financial Advisors LLC |
2022 Q2
|
8/27/2025 |
43
|
$150 M
|
| Seneca Financial Advisors LLC |
2021 Q4
|
8/27/2025 |
47
|
$170 M
|
| Seneca Financial Advisors LLC |
2021 Q3
|
8/27/2025 |
40
|
$150 M
|
| Seneca Financial Advisors LLC |
2021 Q2
|
8/27/2025 |
41
|
$150 M
|
| Seneca Financial Advisors LLC |
2021 Q1
|
8/27/2025 |
40
|
$140 M
|
| Seneca Financial Advisors LLC |
2020 Q4
|
8/27/2025 |
37
|
$130 M
|
| Squarepoint Ops LLC |
2025 Q2 - RESTATEMENT
|
8/27/2025 |
4,418
|
$96 B
|
| Squarepoint Ops LLC |
2025 Q1 - RESTATEMENT
|
8/27/2025 |
4,472
|
$82 B
|
| Munro Partners |
2025 Q2
|
8/26/2025 |
67
|
$3.2 B
|
| WINNOW WEALTH LLC |
2025 Q1
|
8/26/2025 |
631
|
$110 M
|
| Provident Investment Management, Inc. |
2025 Q2
|
8/26/2025 |
75
|
$1.2 B
|
| Zeit Capital LLC |
2025 Q2
|
8/26/2025 |
28
|
$140 M
|
| Thrivent Financial for Lutherans |
2025 Q2 - RESTATEMENT
|
8/26/2025 |
4,212
|
$46 B
|
| Thrivent Financial for Lutherans |
2025 Q1 - RESTATEMENT
|
8/26/2025 |
3,973
|
$45 B
|
| Claris Financial LLC |
2025 Q2
|
8/26/2025 |
135
|
$130 M
|
| MASTERINVEST Kapitalanlage GmbH |
2025 Q2 - RESTATEMENT
|
8/26/2025 |
265
|
$950 M
|
| MASTERINVEST Kapitalanlage GmbH |
2025 Q2
|
8/26/2025 |
265
|
$950 M
|
| Nautilus Advisors LLC |
2025 Q1
|
8/25/2025 |
154
|
$120 M
|
| Nautilus Advisors LLC |
2024 Q4
|
8/25/2025 |
149
|
$130 M
|
| Nautilus Advisors LLC |
2025 Q2
|
8/25/2025 |
164
|
$140 M
|
| NewGen Asset Management Ltd |
2025 Q2 - NEW HOLDINGS
|
8/25/2025 |
25
|
$180 M
|
| NEUBERGER BERMAN GROUP LLC |
2025 Q2 - RESTATEMENT
|
8/25/2025 |
3,455
|
$130 B
|
| Promus Capital, LLC |
2025 Q2 - NEW HOLDINGS
|
8/25/2025 |
304
|
$150 M
|
| Promus Capital, LLC |
2025 Q2 - RESTATEMENT
|
8/25/2025 |
304
|
$150 M
|
| Promus Capital, LLC |
2025 Q1 - NEW HOLDINGS
|
8/25/2025 |
44
|
$3.0 M
|
| Promus Capital, LLC |
2025 Q1 - RESTATEMENT
|
8/25/2025 |
268
|
$130 M
|
| Coastal Bridge Advisors, LLC |
2025 Q1 - NEW HOLDINGS
|
8/25/2025 |
253
|
$410 M
|
| Coastal Bridge Advisors, LLC |
2025 Q1 - RESTATEMENT
|
8/25/2025 |
169
|
$700 M
|
| Promus Capital, LLC |
2024 Q4 - NEW HOLDINGS
|
8/25/2025 |
48
|
$11 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2025 Q2
|
8/25/2025 |
318
|
$340 M
|
| Promus Capital, LLC |
2024 Q4 - RESTATEMENT
|
8/25/2025 |
254
|
$120 M
|
| Kovitz Investment Group Partners, LLC |
2024 Q4 - RESTATEMENT
|
8/25/2025 |
1,225
|
$20 B
|
| Fulcrum Equity Management |
2025 Q2
|
8/25/2025 |
102
|
$97 M
|
| BLVD Private Wealth, LLC |
2025 Q2
|
8/25/2025 |
73
|
$110 M
|
| Hilltop Partners LLC |
2025 Q2
|
8/25/2025 |
119
|
$330 M
|
| AE INDUSTRIAL PARTNERS, LP |
2025 Q2
|
8/22/2025 |
3
|
$1.8 B
|
| AE INDUSTRIAL PARTNERS, LP |
2025 Q1
|
8/22/2025 |
4
|
$650 M
|
| Carter Financial Group, INC. |
2025 Q2
|
8/22/2025 |
116
|
$150 M
|
| TT Capital Management LLC |
2025 Q2 - RESTATEMENT
|
8/22/2025 |
68
|
$120 M
|
| STANCE CAPITAL LLC |
2025 Q2
|
8/22/2025 |
187
|
$270 M
|
| CIM INVESTMENT MANAGEMENT INC |
2025 Q2
|
8/22/2025 |
424
|
$520 M
|
| Pathway Financial Advisers, LLC |
2025 Q2
|
8/21/2025 |
163
|
$310 M
|
| WINNOW WEALTH LLC |
2024 Q4
|
8/21/2025 |
24,460
|
$100 M
|
| Clarion Wealth Managment Partners, LLC |
2025 Q2
|
8/21/2025 |
81
|
$91 M
|
| Aveo Capital Partners, LLC |
2025 Q2
|
8/21/2025 |
1
|
$0
|
| Cherokee Insurance Co |
2024 Q4
|
8/20/2025 |
120
|
$220 M
|
| Cherokee Insurance Co |
2025 Q1
|
8/20/2025 |
123
|
$230 M
|
| OAKLAND FINANCIAL CORP |
2024 Q4
|
8/20/2025 |
16
|
$8.7 M
|
| OAKLAND FINANCIAL CORP |
2025 Q1
|
8/20/2025 |
13
|
$6.8 M
|