| BROOKS, MOORE & ASSOCIATES, INC. |
2025 Q2
|
8/15/2025 |
105
|
$190 M
|
| Synergy Financial Group, LTD |
2025 Q2
|
8/15/2025 |
112
|
$140 M
|
| Global View Capital Management LLC |
2025 Q2
|
8/15/2025 |
115
|
$310 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2025 Q1
|
8/15/2025 |
108
|
$370 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2024 Q3
|
8/15/2025 |
105
|
$400 M
|
| SECURITY NATIONAL BANK OF SO DAK |
2025 Q2
|
8/15/2025 |
169
|
$180 M
|
| Sugar Maple Asset Management, LLC |
2025 Q2
|
8/15/2025 |
76
|
$130 M
|
| American Family Investments, Inc. |
2025 Q2
|
8/15/2025 |
14
|
$1.8 B
|
| TLT Family Holdco ULC |
2025 Q2
|
8/15/2025 |
9
|
$1.3 B
|
| Provenance Wealth Advisors, LLC |
2023 Q4
|
8/15/2025 |
596
|
$740 M
|
| SkyView Investment Advisors, LLC |
2025 Q2
|
8/15/2025 |
341
|
$700 M
|
| MONECO Advisors, LLC |
2025 Q1 - RESTATEMENT
|
8/15/2025 |
454
|
$970 M
|
| MONECO Advisors, LLC |
2024 Q4 - RESTATEMENT
|
8/15/2025 |
465
|
$950 M
|
| Morse Asset Management, Inc |
2025 Q2
|
8/15/2025 |
364
|
$460 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2025 Q2 - NEW HOLDINGS
|
8/15/2025 |
256
|
$300 M
|
| ROSS\JOHNSON & Associates LLC |
2025 Q2
|
8/15/2025 |
258
|
$4.9 M
|
| Provenance Wealth Advisors, LLC |
2023 Q3
|
8/15/2025 |
485
|
$620 M
|
| Northeast Financial Consultants Inc |
2025 Q2
|
8/15/2025 |
299
|
$2.4 B
|
| AUXIER ASSET MANAGEMENT |
2025 Q2
|
8/15/2025 |
173
|
$680 M
|
| State of Tennessee, Department of Treasury |
2025 Q2
|
8/15/2025 |
1,722
|
$28 B
|
| Hayek Kallen Investment Management |
2025 Q2
|
8/15/2025 |
94
|
$290 M
|
| SkyView Investment Advisors, LLC |
2025 Q1
|
8/15/2025 |
330
|
$670 M
|
| Kensington Investment Counsel, LLC |
2025 Q2
|
8/15/2025 |
101
|
$230 M
|
| CHAPMAN FINANCIAL GROUP, LLC |
2025 Q2
|
8/15/2025 |
216
|
$120 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2025 Q2
|
8/15/2025 |
213
|
$280 M
|
| Cable Car Capital, LP |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
67
|
$310 M
|
| North Ridge Wealth Advisors, Inc. |
2025 Q2
|
8/15/2025 |
176
|
$160 M
|
| Orcam Financial Group |
2025 Q2
|
8/15/2025 |
51
|
$120 M
|
| U S WEALTH GROUP, LLC. |
2025 Q2
|
8/15/2025 |
41
|
$130 M
|
| Asset Allocation Strategies LLC |
2025 Q2
|
8/15/2025 |
137
|
$450 M
|
| FFT WEALTH MANAGEMENT LLC |
2025 Q2
|
8/15/2025 |
100
|
$510 M
|
| CAZ INVESTMENTS LP |
2025 Q2
|
8/15/2025 |
27
|
$18 M
|
| Firsthand Capital Management, Inc. |
2025 Q2
|
8/15/2025 |
49
|
$56 M
|
| LGL PARTNERS, LLC |
2025 Q2
|
8/15/2025 |
57
|
$230 M
|
| Boussard & Gavaudan Investment Management LLP |
2025 Q2
|
8/15/2025 |
58
|
$640 M
|
| Binnacle Investments Inc |
2025 Q2
|
8/15/2025 |
772
|
$150 M
|
| Blue Edge Capital, LLC |
2025 Q2
|
8/15/2025 |
115
|
$670 M
|
| Darwin Wealth Management, LLC |
2024 Q4
|
8/15/2025 |
638
|
$300 M
|
| Urban Financial Advisory Corp |
2025 Q2
|
8/15/2025 |
48
|
$200 M
|
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
2025 Q2
|
8/15/2025 |
421
|
$740 M
|
| Semmax Financial Advisors Inc. |
2025 Q2
|
8/15/2025 |
431
|
$390 M
|
| RAMSEY QUANTITATIVE SYSTEMS |
2025 Q2 - NEW HOLDINGS
|
8/15/2025 |
9
|
$100 M
|
| Opaleye Management Inc. |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
41
|
$490 M
|
| FAIRFIELD, BUSH & CO. |
2025 Q2
|
8/15/2025 |
110
|
$180 M
|
| Brown Financial Advisors |
2025 Q2
|
8/15/2025 |
138
|
$260 M
|
| Northern Right Capital Management, L.P. |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
24
|
$290 M
|
| Rakuten Securities, Inc. |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
842
|
$260 M
|
| Clear Sky Carbon Solutions Investment Management, LLC |
2025 Q2
|
8/15/2025 |
1
|
$0
|
| Corient Private Wealth LLC |
2025 Q2
|
8/15/2025 |
4,851
|
$95 B
|
| PUFF WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/15/2025 |
125
|
$140 M
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2025 Q2
|
8/15/2025 |
2
|
$1.5 B
|
| Conversant Capital LLC |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
17
|
$620 M
|
| WealthCollab, LLC |
2025 Q2
|
8/15/2025 |
1,029
|
$180 M
|
| Equitable Holdings, Inc. |
2025 Q2
|
8/15/2025 |
1,543
|
$12 B
|
| Glenorchy Capital Ltd |
2025 Q1 - NEW HOLDINGS
|
8/15/2025 |
64
|
$160 M
|
| Ewing Morris & Co. Investment Partners Ltd. |
2025 Q2
|
8/15/2025 |
94
|
$220 M
|
| Partners Value Investments L.P. |
2025 Q2
|
8/15/2025 |
8
|
$9.9 B
|
| COURAGE CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/15/2025 |
13
|
$68 M
|
| MORGAN STANLEY |
2025 Q2
|
8/15/2025 |
44,865
|
$1.5 T
|
| Varde Management, L.P. |
2025 Q2
|
8/15/2025 |
4
|
$75 M
|
| Audent Global Asset Management, LLC |
2025 Q2
|
8/15/2025 |
52
|
$140 M
|
| EARNEST PARTNERS LLC |
2025 Q2
|
8/15/2025 |
292
|
$22 B
|
| Koesten, Hirschmann & Crabtree, INC. |
2025 Q2
|
8/15/2025 |
368
|
$190 M
|
| Grafton Street Partners Fund, LP |
2025 Q2
|
8/15/2025 |
12
|
$160 M
|
| GCQ FUNDS MANAGEMENT PTY Ltd |
2025 Q2 - RESTATEMENT
|
8/15/2025 |
11
|
$550 M
|
| Column Group LLC |
2025 Q2
|
8/15/2025 |
5
|
$66 M
|
| ADW Capital Management, LLC |
2025 Q2
|
8/15/2025 |
7
|
$370 M
|
| PARUS FINANCE (UK) Ltd |
2025 Q2
|
8/15/2025 |
32
|
$350 M
|
| TAM Capital Management Inc. |
2025 Q2
|
8/15/2025 |
5
|
$130 M
|
| Mayar Capital Ltd. |
2025 Q2
|
8/15/2025 |
12
|
$54 M
|
| Concentric Capital Strategies, LP |
2025 Q2
|
8/15/2025 |
265
|
$2.3 B
|
| Scissortail Wealth Management, LLC |
2025 Q2
|
8/14/2025 |
110
|
$420 M
|
| Provenance Wealth Advisors, LLC |
2025 Q2
|
8/14/2025 |
421
|
$700 M
|
| DCM Advisors, LLC |
2025 Q2
|
8/14/2025 |
39
|
$230 M
|
| E Fund Management Co., Ltd. |
2025 Q2
|
8/14/2025 |
394
|
$2.1 B
|
| ORACLE INVESTMENT MANAGEMENT INC |
2025 Q2
|
8/14/2025 |
14
|
$150 M
|
| Empirical Capital Management, LLC |
2025 Q2
|
8/14/2025 |
14
|
$160 M
|
| JCP Investment Management, LLC |
2025 Q2
|
8/14/2025 |
20
|
$170 M
|
| Kestra Advisory Services, LLC |
2025 Q2
|
8/14/2025 |
2,815
|
$21 B
|
| First Beijing Investment Ltd |
2025 Q2
|
8/14/2025 |
9
|
$1.8 B
|
| Symphony Financial, Ltd. Co. |
2025 Q2 - RESTATEMENT
|
8/14/2025 |
257
|
$760 M
|
| Harvest Fund Management Co., Ltd |
2025 Q2
|
8/14/2025 |
736
|
$2.1 B
|
| Kestra Investment Management, LLC |
2025 Q2
|
8/14/2025 |
897
|
$3.2 B
|
| Soleus Capital Management, L.P. |
2025 Q2
|
8/14/2025 |
95
|
$1.5 B
|
| Keel Point, LLC |
2025 Q2
|
8/14/2025 |
517
|
$1.5 B
|
| CAPTRUST FINANCIAL ADVISORS |
2025 Q2
|
8/14/2025 |
2,506
|
$45 B
|
| Blue Chip Partners, LLC |
2025 Q2
|
8/14/2025 |
162
|
$1.2 B
|
| Sender Co & Partners, Inc. |
2025 Q2
|
8/14/2025 |
277
|
$350 M
|
| Krensavage Asset Management, LLC |
2025 Q2
|
8/14/2025 |
15
|
$190 M
|
| Optimist Retirement Group LLC |
2025 Q2
|
8/14/2025 |
117
|
$210 M
|
| Stonebridge Capital Advisors LLC |
2025 Q2
|
8/14/2025 |
217
|
$1.3 B
|
| Alaethes Wealth, LLC |
2025 Q2
|
8/14/2025 |
107
|
$330 M
|
| Triple Frond Partners LLC |
2025 Q2 - RESTATEMENT
|
8/14/2025 |
10
|
$880 M
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2025 Q2
|
8/14/2025 |
193
|
$450 M
|
| MONTAG & CALDWELL, LLC |
2025 Q2
|
8/14/2025 |
114
|
$460 M
|
| Silicon Valley Community Foundation |
2025 Q2
|
8/14/2025 |
5
|
$1.8 B
|
| Anatole Investment Management Ltd |
2025 Q2
|
8/14/2025 |
14
|
$580 M
|
| AlpenGlobal Capital LLC |
2025 Q2
|
8/14/2025 |
32
|
$170 M
|
| Zuckerman Investment Group, LLC |
2025 Q2
|
8/14/2025 |
155
|
$1.0 B
|
| TRUEFG, LLC |
2025 Q2
|
8/14/2025 |
61
|
$340 M
|