| THOMPSON DAVIS & CO., INC. |
2025 Q2 - RESTATEMENT
|
8/20/2025 |
139
|
$150 M
|
| Tull Financial Group, Inc. |
2025 Q1
|
8/20/2025 |
27
|
$170 M
|
| Tull Financial Group, Inc. |
2025 Q2
|
8/20/2025 |
35
|
$220 M
|
| Kentucky Retirement Systems |
2025 Q2
|
8/20/2025 |
502
|
$3.4 B
|
| Saratoga Research & Investment Management |
2025 Q2
|
8/20/2025 |
44
|
$1.9 B
|
| Kentucky Retirement Systems Insurance Trust Fund |
2025 Q2
|
8/20/2025 |
490
|
$1.4 B
|
| NORTH DALLAS BANK & TRUST CO |
2025 Q2
|
8/20/2025 |
187
|
$130 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q2
|
8/20/2025 |
117
|
$370 M
|
| Forefront Wealth Partners, LLC |
2025 Q2
|
8/20/2025 |
98
|
$150 M
|
| Night Squared LP |
2025 Q1 - RESTATEMENT
|
8/20/2025 |
44
|
$170 M
|
| Coppell Advisory Solutions LLC |
2025 Q2 - NEW HOLDINGS
|
8/19/2025 |
375
|
$840 M
|
| NATIONAL BANK OF CANADA /FI/ |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
5,726
|
$110 B
|
| REXFORD CAPITAL INC |
2025 Q2
|
8/18/2025 |
280
|
$120 M
|
| Wellington Capital Management, Inc. |
2025 Q2
|
8/18/2025 |
81
|
$67 M
|
| 1248 Management, LLC |
2025 Q2
|
8/18/2025 |
168
|
$270 M
|
| Second Line Capital, LLC |
2025 Q2
|
8/18/2025 |
149
|
$430 M
|
| Goodman Advisory Group, LLC |
2025 Q2
|
8/18/2025 |
146
|
$290 M
|
| CYBER HORNET ETFs LLC |
2025 Q2
|
8/18/2025 |
506
|
$140 M
|
| Ironclad Investments LLC |
2025 Q2
|
8/18/2025 |
3
|
$200 M
|
| Front Row Advisors LLC |
2025 Q2
|
8/18/2025 |
538
|
$290 M
|
| Pacific Center for Financial Services |
2025 Q2
|
8/18/2025 |
504
|
$370 M
|
| Darwin Wealth Management, LLC |
2025 Q1
|
8/18/2025 |
638
|
$300 M
|
| CASTLEARK MANAGEMENT LLC |
2025 Q2
|
8/18/2025 |
275
|
$3.3 B
|
| ENTRUST GLOBAL PARTNERS L L C |
2024 Q4 - NEW HOLDINGS
|
8/19/2025 |
2
|
$44 M
|
| ENTRUST GLOBAL PARTNERS L L C |
2024 Q3 - NEW HOLDINGS
|
8/19/2025 |
2
|
$42 M
|
| ENTRUST GLOBAL PARTNERS L L C |
2024 Q2 - NEW HOLDINGS
|
8/19/2025 |
2
|
$56 M
|
| ENTRUST GLOBAL PARTNERS L L C |
2024 Q1 - NEW HOLDINGS
|
8/19/2025 |
2
|
$60 M
|
| ENTRUST GLOBAL PARTNERS L L C |
2023 Q4 - NEW HOLDINGS
|
8/19/2025 |
2
|
$77 M
|
| Trigran Investments, Inc. |
2025 Q2 - RESTATEMENT
|
8/19/2025 |
40
|
$580 M
|
| MRP Capital Investments, LLC |
2025 Q2
|
8/19/2025 |
220
|
$150 M
|
| Cape Investment Advisory, Inc. |
2025 Q2
|
8/19/2025 |
1,171
|
$270 M
|
| Marex Group plc |
2025 Q2
|
8/19/2025 |
901
|
$12 B
|
| Newbridge Financial Services Group, Inc. |
2025 Q2
|
8/19/2025 |
1,321
|
$620 M
|
| Ranger Investment Management, L.P. |
2025 Q2
|
8/19/2025 |
72
|
$1.4 B
|
| B. Riley Wealth Advisors, Inc. |
2025 Q2
|
8/19/2025 |
1,037
|
$2.1 B
|
| Slocum, Gordon & Co LLP |
2025 Q2
|
8/19/2025 |
125
|
$120 M
|
| Advisory Services Network, LLC |
2025 Q2
|
8/19/2025 |
6,490
|
$6.2 B
|
| CROBAN |
2024 Q4
|
8/19/2025 |
72
|
$100 M
|
| CROBAN |
2023 Q4 - RESTATEMENT
|
8/19/2025 |
1
|
$0
|
| Anchor Investment Management, LLC |
2025 Q2
|
8/19/2025 |
1,045
|
$1.1 B
|
| CIM, LLC |
2025 Q2
|
8/19/2025 |
168
|
$740 M
|
| CONTINENTAL ADVISORS LLC |
2025 Q2
|
8/19/2025 |
41
|
$210 M
|
| NewGen Asset Management Ltd |
2025 Q2
|
8/19/2025 |
24
|
$170 M
|
| State of Wyoming |
2025 Q2
|
8/19/2025 |
1,829
|
$820 M
|
| Wealth Group, Ltd. |
2025 Q2
|
8/19/2025 |
89
|
$100 M
|
| Delos Wealth Advisors, LLC |
2025 Q2
|
8/19/2025 |
265
|
$130 M
|
| Asset Dedication, LLC |
2025 Q2
|
8/19/2025 |
1,181
|
$1.4 B
|
| Boussard & Gavaudan Investment Management LLP |
2025 Q2 - RESTATEMENT
|
8/19/2025 |
61
|
$780 M
|
| Liontrust Investment Partners LLP |
2025 Q2
|
8/19/2025 |
200
|
$7.0 B
|
| L1 Capital Pty Ltd |
2025 Q2 - RESTATEMENT
|
8/19/2025 |
30
|
$1.6 B
|
| ELEMENT POINTE ADVISORS, LLC |
2025 Q2
|
8/18/2025 |
67
|
$410 M
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/18/2025 |
267
|
$560 M
|
| PITCAIRN CO |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
696
|
$1.5 B
|
| CAMPBELL CAPITAL MANAGEMENT INC |
2025 Q2
|
8/18/2025 |
50
|
$260 M
|
| CARRONADE CAPITAL MANAGEMENT, LP |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
27
|
$1.4 B
|
| CARRONADE CAPITAL MANAGEMENT, LP |
2025 Q1 - RESTATEMENT
|
8/18/2025 |
31
|
$1.8 B
|
| CARRONADE CAPITAL MANAGEMENT, LP |
2024 Q4 - RESTATEMENT
|
8/18/2025 |
38
|
$1.9 B
|
| Capital Impact Advisors, LLC |
2025 Q2
|
8/18/2025 |
30
|
$330 M
|
| Hudson Bay Capital Management LP |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
1,443
|
$29 B
|
| Impala Asset Management LLC |
2025 Q2
|
8/18/2025 |
18
|
$120 M
|
| Finward Bancorp |
2025 Q2
|
8/18/2025 |
173
|
$130 M
|
| General Equity Holdings LP |
2025 Q2
|
8/18/2025 |
10
|
$130 M
|
| Old North State Trust, LLC |
2025 Q2
|
8/18/2025 |
141
|
$150 M
|
| Tyler-Stone Wealth Management |
2025 Q2
|
8/18/2025 |
330
|
$620 M
|
| Brick & Kyle, Associates |
2025 Q2
|
8/18/2025 |
60
|
$230 M
|
| ARQ WEALTH ADVISORS, LLC |
2025 Q2
|
8/18/2025 |
102
|
$290 M
|
| NOMURA HOLDINGS INC |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
1,702
|
$48 B
|
| Tactive Advisors, LLC |
2025 Q2
|
8/18/2025 |
228
|
$310 M
|
| WOLVERINE TRADING, LLC |
2025 Q2
|
8/18/2025 |
4,512
|
$99 B
|
| Spinnaker Capital LTD |
2025 Q2
|
8/18/2025 |
1
|
$0
|
| N.E.W. Advisory Services LLC |
2025 Q2
|
8/18/2025 |
840
|
$1.0 B
|
| Apollo Management Holdings, L.P. |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
54
|
$7.5 B
|
| Geneos Wealth Management Inc. |
2025 Q2
|
8/18/2025 |
3,109
|
$4.1 B
|
| HOLLENCREST CAPITAL MANAGEMENT |
2025 Q2
|
8/18/2025 |
1,138
|
$2.4 B
|
| V2 Financial group LLC |
2025 Q2
|
8/18/2025 |
85
|
$170 M
|
| WESTWOOD HOLDINGS GROUP INC |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
457
|
$13 B
|
| Hershey Financial Advisers, LLC |
2025 Q2
|
8/18/2025 |
69
|
$110 M
|
| GRAND JEAN CAPITAL MANAGEMENT INC |
2025 Q2
|
8/18/2025 |
1
|
$0
|
| SPG ADVISORS LLC |
2025 Q2
|
8/18/2025 |
12
|
$8.3 M
|
| Kestra Investment Management, LLC |
2025 Q2 - NEW HOLDINGS
|
8/18/2025 |
721
|
$3.3 B
|
| KP Management LLC |
2025 Q2 - RESTATEMENT
|
8/18/2025 |
65
|
$270 M
|
| Cunning Capital Partners, LP |
2025 Q2
|
8/18/2025 |
55
|
$190 M
|
| ASHFORD CAPITAL MANAGEMENT INC |
2025 Q2
|
8/18/2025 |
102
|
$850 M
|
| MASO CAPITAL PARTNERS Ltd |
2025 Q2
|
8/18/2025 |
29
|
$57 M
|
| Hanwha Asset Management Co., Ltd. |
2025 Q2
|
8/18/2025 |
1
|
$240 M
|
| Shengqi Capital (Hong Kong) Ltd |
2025 Q2
|
8/18/2025 |
1
|
$24 M
|
| Front Street Capital Management, Inc. |
2025 Q2
|
8/15/2025 |
70
|
$520 M
|
| MUFG Securities EMEA plc |
2025 Q2 - NEW HOLDINGS
|
8/15/2025 |
441
|
$79 M
|
| Duquesne Family Office LLC |
2025 Q2
|
8/15/2025 |
69
|
$4.1 B
|
| Provenance Wealth Advisors, LLC |
2025 Q1
|
8/15/2025 |
540
|
$700 M
|
| First Heartland Consultants, Inc. |
2025 Q2
|
8/15/2025 |
503
|
$1.1 B
|
| Provenance Wealth Advisors, LLC |
2024 Q4
|
8/15/2025 |
554
|
$770 M
|
| RAFFLES ASSOCIATES LP |
2025 Q2
|
8/15/2025 |
48
|
$96 M
|
| Provenance Wealth Advisors, LLC |
2024 Q3
|
8/15/2025 |
597
|
$800 M
|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
2025 Q2
|
8/15/2025 |
143
|
$140 M
|
| MUFG Securities EMEA plc |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
106
|
$3.1 B
|
| Provenance Wealth Advisors, LLC |
2024 Q2
|
8/15/2025 |
515
|
$720 M
|
| Exome Asset Management LLC |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
63
|
$130 M
|
| Provenance Wealth Advisors, LLC |
2024 Q1
|
8/15/2025 |
541
|
$710 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/15/2025 |
272
|
$2.5 B
|