| Vermillion & White Wealth Management Group, LLC |
2025 Q3
|
11/25/2025 |
570
|
$180 M
|
| CIBC Private Wealth Group LLC |
2025 Q3
|
11/24/2025 |
3,493
|
$58 B
|
| KERR FINANCIAL PLANNING Corp |
2025 Q3
|
11/25/2025 |
565
|
$71 M
|
| CONNORS INVESTOR SERVICES INC |
2025 Q3
|
11/25/2025 |
153
|
$1.2 B
|
| BlueCrest Capital Management Ltd |
2025 Q3 - NEW HOLDINGS
|
11/25/2025 |
2
|
$31 M
|
| Court Place Advisors, LLC |
2025 Q3
|
11/25/2025 |
147
|
$330 M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2025 Q3
|
11/25/2025 |
140
|
$270 M
|
| LWM Advisory Services, LLC |
2025 Q3
|
11/25/2025 |
93
|
$170 M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2025 Q3
|
11/25/2025 |
71
|
$210 M
|
| WJ Wealth Management, LLC |
2025 Q3 - RESTATEMENT
|
11/25/2025 |
69
|
$230 M
|
| Payne Capital Management, LLC |
2025 Q2
|
11/25/2025 |
77
|
$260 M
|
| Payne Capital Management, LLC |
2025 Q1
|
11/25/2025 |
71
|
$230 M
|
| Payne Capital Management, LLC |
2024 Q4
|
11/25/2025 |
69
|
$230 M
|
| ARQ WEALTH ADVISORS, LLC |
2025 Q3
|
11/25/2025 |
134
|
$340 M
|
| Peak XV Partners Operations LLC |
2025 Q3
|
11/25/2025 |
2
|
$160 M
|
| Little Harbor Advisors, LLC |
2025 Q3
|
11/25/2025 |
8
|
$200 M
|
| Briaud Financial Planning, Inc |
2025 Q3
|
11/25/2025 |
36
|
$310 M
|
| Kimelman & Baird, LLC |
2025 Q3
|
11/25/2025 |
307
|
$1.3 B
|
| CHELSEA COUNSEL CO |
2025 Q3
|
11/24/2025 |
242
|
$230 M
|
| Opes Wealth Management LLC |
2025 Q3
|
11/24/2025 |
144
|
$580 M
|
| TD Capital Management LLC |
2025 Q3
|
11/24/2025 |
691
|
$1.1 B
|
| Provida Pension Fund Administrator |
2025 Q2 - NEW HOLDINGS
|
11/24/2025 |
64
|
$5.5 B
|
| Cherry Tree Wealth Management, LLC |
2025 Q3
|
11/24/2025 |
590
|
$460 M
|
| Trust Investment Advisors |
2025 Q3
|
11/24/2025 |
105
|
$180 M
|
| Pointe Capital Management LLC |
2025 Q3
|
11/24/2025 |
154
|
$200 M
|
| Penn Capital Management Company, LLC |
2025 Q3
|
11/24/2025 |
170
|
$1.3 B
|
| Magnolia Wealth Management, LLC |
2025 Q2
|
11/24/2025 |
12
|
$150 M
|
| Manhattan West Asset Management, LLC |
2025 Q3
|
11/24/2025 |
140
|
$470 M
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2025 Q3
|
11/24/2025 |
83
|
$330 M
|
| William Mack & Associates, Inc. |
2025 Q2
|
11/24/2025 |
78
|
$160 M
|
| William Mack & Associates, Inc. |
2025 Q1
|
11/24/2025 |
70
|
$120 M
|
| William Mack & Associates, Inc. |
2024 Q4
|
11/24/2025 |
64
|
$96 M
|
| LifeGoal Investments, LLC |
2025 Q3
|
11/24/2025 |
70
|
$120 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q3
|
11/24/2025 |
226
|
$290 M
|
| Liontrust Investment Partners LLP |
2025 Q3 - RESTATEMENT
|
11/24/2025 |
191
|
$6.8 B
|
| Greenfield Seitz Capital Management, LLC |
2023 Q4
|
11/24/2025 |
104
|
$250 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q1
|
11/24/2025 |
105
|
$270 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q4
|
11/24/2025 |
102
|
$260 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q3
|
11/24/2025 |
98
|
$270 M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q2
|
11/24/2025 |
102
|
$270 M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q1
|
11/24/2025 |
110
|
$260 M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q2
|
11/24/2025 |
111
|
$280 M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q3
|
11/24/2025 |
108
|
$310 M
|
| Laurel Wealth Advisors LLC |
2025 Q2 - RESTATEMENT
|
11/24/2025 |
188
|
$670 M
|
| Liontrust Investment Partners LLP |
2025 Q3
|
11/24/2025 |
200
|
$7.0 B
|
| Fulcrum Asset Management LLP |
2025 Q3 - RESTATEMENT
|
11/24/2025 |
178
|
$360 M
|
| Fulcrum Asset Management LLP |
2025 Q2 - RESTATEMENT
|
11/24/2025 |
183
|
$350 M
|
| TCM Advisors, LLC |
2025 Q3
|
11/21/2025 |
65
|
$950 M
|
| Newport Capital Group, LLC |
2025 Q3
|
11/21/2025 |
69
|
$160 M
|
| Capital Square, LLC |
2025 Q3
|
11/21/2025 |
210
|
$200 M
|
| Petix & Botte Co |
2025 Q3
|
11/21/2025 |
136
|
$430 M
|
| Yorkville Advisors Global, LP |
2025 Q2
|
11/21/2025 |
22
|
$350 M
|
| Watts Gwilliam & Co., LLC |
2025 Q3
|
11/21/2025 |
242
|
$620 M
|
| CIBC Bancorp USA Inc. |
2025 Q3 - RESTATEMENT
|
11/21/2025 |
1,464
|
$18 B
|
| Alpine Global Management, LLC |
2025 Q3 - RESTATEMENT
|
11/21/2025 |
239
|
$490 M
|
| Nebula Research & Development LLC |
2025 Q3
|
11/21/2025 |
1
|
$0
|
| Royal Bank of Canada |
2025 Q2 - NEW HOLDINGS
|
11/21/2025 |
28,572
|
$550 B
|
| Magnolia Wealth Management, LLC |
2025 Q3
|
11/21/2025 |
14
|
$160 M
|
| ROYAL BANK OF CANADA |
2025 Q1 - RESTATEMENT
|
11/21/2025 |
25,562
|
$480 B
|
| HealthCor Partners Management LP |
2025 Q3
|
11/21/2025 |
3
|
$230 M
|
| Bell Investment Advisors, Inc |
2025 Q3
|
11/21/2025 |
1,876
|
$610 M
|
| SYCOMORE ASSET MANAGEMENT |
2025 Q3
|
11/21/2025 |
64
|
$600 M
|
| Urban Financial Advisory Corp |
2025 Q3
|
11/21/2025 |
52
|
$210 M
|
| Ovata Capital Management Ltd |
2025 Q3
|
11/21/2025 |
41
|
$500 M
|
| Forefront Analytics, LLC |
2025 Q3
|
11/21/2025 |
46
|
$100 M
|
| TCFG WEALTH MANAGEMENT, LLC |
2025 Q3 - RESTATEMENT
|
11/21/2025 |
262
|
$250 M
|
| Inflection Point Investments LLP |
2025 Q3
|
11/21/2025 |
9
|
$47 M
|
| Maple Capital Management, Inc. |
2025 Q3
|
11/21/2025 |
114
|
$1.5 B
|
| Sulzberger Capital Advisors, Inc. |
2025 Q3
|
11/21/2025 |
51
|
$90 M
|
| Blue Fin Capital, Inc. |
2025 Q3
|
11/21/2025 |
147
|
$640 M
|
| Blue Fin Capital, Inc. |
2025 Q1
|
11/21/2025 |
138
|
$520 M
|
| Achmea Investment Management B.V. |
2025 Q3
|
11/21/2025 |
296
|
$8.0 B
|
| Yunqi Capital Ltd |
2025 Q3
|
11/20/2025 |
6
|
$170 M
|
| OARSMAN CAPITAL, INC. |
2025 Q3
|
11/20/2025 |
251
|
$710 M
|
| TrueWealth Financial Partners |
2025 Q3
|
11/20/2025 |
25
|
$200 M
|
| CHARTIST INC /CA/ |
2025 Q3
|
11/20/2025 |
21
|
$150 M
|
| Ariadne Wealth Management, LP |
2025 Q3
|
11/20/2025 |
246
|
$220 M
|
| EMC Capital Management |
2025 Q3
|
11/20/2025 |
307
|
$210 M
|
| SPEECE THORSON CAPITAL GROUP INC |
2025 Q3
|
11/20/2025 |
44
|
$500 M
|
| WBI INVESTMENTS, LLC |
2025 Q3
|
11/20/2025 |
464
|
$390 M
|
| Voss Capital, LP |
2025 Q3 - RESTATEMENT
|
11/20/2025 |
58
|
$2.0 B
|
| Kensington Investment Counsel, LLC |
2025 Q3
|
11/20/2025 |
104
|
$250 M
|
| CAROLINAS WEALTH CONSULTING LLC |
2025 Q3
|
11/20/2025 |
1
|
$0
|
| Old North State Trust, LLC |
2025 Q3
|
11/20/2025 |
147
|
$160 M
|
| Portus Wealth Advisors, LLC |
2025 Q3
|
11/20/2025 |
52
|
$100 M
|
| CENTAURUS FINANCIAL, INC. |
2025 Q3
|
11/20/2025 |
1,034
|
$2.1 B
|
| Maven Securities LTD |
2025 Q3
|
11/20/2025 |
465
|
$4.0 B
|
| PCG ASSET MANAGEMENT, LLC |
2025 Q3
|
11/20/2025 |
78
|
$250 M
|
| Wilmington Savings Fund Society, FSB |
2025 Q3 - RESTATEMENT
|
11/20/2025 |
1,955
|
$4.1 B
|
| Carrhae Capital LLP |
2025 Q3 - RESTATEMENT
|
11/20/2025 |
27
|
$1.7 B
|
| Lunate Capital Ltd |
2025 Q3 - RESTATEMENT
|
11/20/2025 |
6
|
$220 M
|
| First Affirmative Financial Network |
2025 Q3
|
11/20/2025 |
296
|
$210 M
|
| First Affirmative Financial Network |
2025 Q2
|
11/20/2025 |
279
|
$190 M
|
| KMT WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/20/2025 |
16
|
$190 M
|
| Asset Dedication, LLC |
2025 Q3
|
11/20/2025 |
1,142
|
$1.5 B
|
| Tweedy, Browne Co LLC |
2025 Q3
|
11/20/2025 |
97
|
$1.2 B
|
| MAYPORT, LLC |
2025 Q3
|
11/20/2025 |
109
|
$460 M
|
| CROWN ADVISORS MANAGEMENT, INC. |
2025 Q3
|
11/19/2025 |
38
|
$150 M
|
| Caerus Investment Advisors, LLC |
2025 Q3
|
11/19/2025 |
270
|
$240 M
|
| LANSDOWNE PARTNERS (UK) LLP |
2025 Q3 - RESTATEMENT
|
11/19/2025 |
54
|
$1.2 B
|