| 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
|
| First Commonwealth Financial Corp /PA/ |
2025 Q3 - NEW HOLDINGS
|
11/19/2025 |
150
|
$390 M
|
| Center For Asset Management LLC |
2025 Q3
|
11/19/2025 |
136
|
$190 M
|
| MOSAIC FINANCIAL GROUP, LLC |
2025 Q3
|
11/19/2025 |
120
|
$140 M
|
| AUXIER ASSET MANAGEMENT LLC |
2025 Q3
|
11/19/2025 |
175
|
$710 M
|
| MTCO Ltd. |
2025 Q3
|
11/19/2025 |
2
|
$240 M
|
| LOM Asset Management Ltd |
2025 Q2 - RESTATEMENT
|
11/19/2025 |
252
|
$300 M
|
| CAMPBELL CAPITAL MANAGEMENT INC |
2025 Q3
|
11/19/2025 |
45
|
$260 M
|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
2025 Q3
|
11/19/2025 |
87
|
$130 M
|
| Faithward Advisors, LLC |
2025 Q3
|
11/19/2025 |
304
|
$670 M
|
| Sunbelt Securities, Inc. |
2025 Q3
|
11/19/2025 |
2,701
|
$1.4 B
|
| CAPTRUST FINANCIAL ADVISORS |
2025 Q3
|
11/19/2025 |
2,622
|
$49 B
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
2025 Q3
|
11/19/2025 |
1,214
|
$7.4 B
|
| Aspire Private Capital, LLC |
2025 Q3 - NEW HOLDINGS
|
11/19/2025 |
291
|
$450 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2025 Q3
|
11/19/2025 |
108
|
$1.4 B
|
| PENOBSCOT WEALTH MANAGEMENT |
2025 Q3
|
11/19/2025 |
103
|
$310 M
|
| AdviceOne Advisory Services, LLC |
2025 Q3
|
11/19/2025 |
35
|
$150 M
|
| Aldebaran Financial Inc. |
2025 Q3
|
11/19/2025 |
77
|
$100 M
|
| Danica Pension, Livsforsikringsaktieselskab |
2025 Q3 - RESTATEMENT
|
11/19/2025 |
75
|
$6.5 B
|
| DANSKE BANK A/S |
2025 Q3 - RESTATEMENT
|
11/19/2025 |
2,462
|
$40 B
|
| Mizuho Markets Cayman LP |
2025 Q3 - RESTATEMENT
|
11/19/2025 |
88
|
$1.2 B
|
| Auto-Owners Insurance Co |
2025 Q3 - RESTATEMENT
|
11/19/2025 |
186
|
$3.9 B
|
| REGIONS FINANCIAL CORP |
2025 Q3 - NEW HOLDINGS
|
11/19/2025 |
1,012
|
$15 B
|
| REGIONS FINANCIAL CORP |
2025 Q3
|
11/19/2025 |
871
|
$16 B
|
| Caitong International Asset Management Co., Ltd |
2025 Q3
|
11/19/2025 |
1,872
|
$140 M
|
| Second Line Capital, LLC |
2025 Q3
|
11/18/2025 |
160
|
$480 M
|
| ORACLE INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/18/2025 |
20
|
$160 M
|
| Lakehouse Capital Pty Ltd |
2025 Q3
|
11/18/2025 |
13
|
$250 M
|
| Provident Investment Management, Inc. |
2025 Q3
|
11/18/2025 |
81
|
$1.1 B
|
| STANCE CAPITAL LLC |
2025 Q3
|
11/18/2025 |
342
|
$270 M
|
| Lakehouse Capital Pty Ltd |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
13
|
$160 M
|
| GM Advisory Group, LLC |
2025 Q3
|
11/18/2025 |
303
|
$2.4 B
|
| Silvant Capital Management LLC |
2025 Q3 - NEW HOLDINGS
|
11/18/2025 |
466
|
$2.9 B
|
| Advisory Services Network, LLC |
2025 Q3
|
11/18/2025 |
10,819
|
$6.8 B
|
| Acuitas Investments, LLC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
52
|
$160 M
|
| Kozak & Associates, Inc. |
2025 Q3
|
11/18/2025 |
455
|
$510 M
|
| Del-Sette Capital Management, LLC |
2025 Q3
|
11/18/2025 |
54
|
$160 M
|
| CIM INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/18/2025 |
249
|
$370 M
|
| Copley Financial Group, Inc. |
2025 Q3
|
11/18/2025 |
114
|
$150 M
|
| HEIGHTS CAPITAL MANAGEMENT, INC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
182
|
$350 M
|
| DigitalBridge Group, Inc. |
2025 Q3
|
11/18/2025 |
150
|
$1.3 B
|
| San Luis Wealth Advisors LLC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
179
|
$550 M
|
| BOYAR ASSET MANAGEMENT INC. |
2025 Q3
|
11/18/2025 |
77
|
$160 M
|
| Raab & Moskowitz Asset Management LLC |
2025 Q3
|
11/18/2025 |
188
|
$450 M
|
| Global Frontier Investments LLC |
2025 Q3
|
11/18/2025 |
23
|
$520 M
|
| Integrated Investment Consultants, LLC |
2025 Q3
|
11/18/2025 |
659
|
$590 M
|
| HEIGHTS CAPITAL MANAGEMENT, INC |
2025 Q3 - RESTATEMENT
|
11/18/2025 |
182
|
$350 M
|
| Fulcrum Asset Management LLP |
2025 Q3
|
11/18/2025 |
174
|
$140 M
|
| Dorsey Wright & Associates |
2025 Q3
|
11/18/2025 |
134
|
$450 M
|