| SWS Partners |
2025 Q1 - RESTATEMENT
|
5/27/2025 |
109
|
$300 M
|
| Iron Gate Global Advisors LLC |
2025 Q1 - RESTATEMENT
|
5/27/2025 |
95
|
$730 M
|
| SWAN Capital LLC |
2025 Q1
|
5/23/2025 |
384
|
$220 M
|
| Triune Financial Partners, LLC |
2025 Q1
|
5/23/2025 |
37
|
$310 M
|
| Strategic Financial Services, Inc. |
2025 Q1
|
5/23/2025 |
133
|
$1.7 B
|
| THOR TRADING ADVISORS, LLC |
2025 Q1 - NEW HOLDINGS
|
5/23/2025 |
4
|
$120 M
|
| Twin Lakes Capital Management, LLC |
2025 Q1
|
5/22/2025 |
223
|
$150 M
|
| Siren, L.L.C. |
2025 Q1 - RESTATEMENT
|
5/22/2025 |
117
|
$1.8 B
|
| Rollins Financial Advisors, LLC |
2025 Q1 - RESTATEMENT
|
5/22/2025 |
131
|
$570 M
|
| Mattson Financial Services, LLC |
2025 Q1
|
5/22/2025 |
1,176
|
$330 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2025 Q1 - RESTATEMENT
|
5/22/2025 |
214
|
$670 M
|
| BOS Asset Management, LLC |
2025 Q1
|
5/22/2025 |
164
|
$290 M
|
| WBI INVESTMENTS, LLC |
2025 Q1
|
5/22/2025 |
315
|
$380 M
|
| DIKER MANAGEMENT LLC |
2025 Q1
|
5/22/2025 |
30
|
$84 M
|
| Kilter Group LLC |
2025 Q1
|
5/22/2025 |
48
|
$150 M
|
| Spinnaker Capital LTD |
2025 Q1
|
5/22/2025 |
1
|
$0
|
| Headwater Capital Co Ltd |
2025 Q1 - NEW HOLDINGS
|
5/21/2025 |
10
|
$220 M
|
| CHELSEA COUNSEL CO |
2025 Q1
|
5/21/2025 |
200
|
$180 M
|
| WESTBOURNE INVESTMENTS, INC. |
2025 Q1
|
5/21/2025 |
136
|
$170 M
|
| Main Line Retirement Advisors, LLC |
2025 Q1
|
5/21/2025 |
42
|
$150 M
|
| Indiana Trust & Investment Management Co |
2025 Q1
|
5/21/2025 |
478
|
$280 M
|
| Impala Asset Management LLC |
2025 Q1
|
5/21/2025 |
18
|
$120 M
|
| MBL Wealth, LLC |
2025 Q1
|
5/21/2025 |
258
|
$990 M
|
| Reliant Investment Partners, LLC |
2025 Q1
|
5/21/2025 |
95
|
$98 M
|
| Beacon Capital Management, Inc. |
2025 Q1
|
5/21/2025 |
35
|
$2.0 B
|
| Geneos Wealth Management Inc. |
2025 Q1 - NEW HOLDINGS
|
5/21/2025 |
3,045
|
$3.0 B
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2025 Q1
|
5/21/2025 |
184
|
$550 M
|
| McAdam, LLC |
2025 Q1
|
5/21/2025 |
346
|
$1.6 B
|
| ACADIAN ASSET MANAGEMENT LLC |
2025 Q1
|
5/21/2025 |
1,602
|
$35 B
|
| IFM Investors Pty Ltd |
2025 Q1 - RESTATEMENT
|
5/20/2025 |
654
|
$9.2 B
|
| CBM Financial, LLC |
2025 Q1
|
5/20/2025 |
13
|
$120 M
|
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/20/2025 |
106
|
$140 M
|
| MENDON CAPITAL ADVISORS CORP |
2025 Q1
|
5/20/2025 |
53
|
$220 M
|
| Heck Capital Advisors, LLC |
2022 Q3 - RESTATEMENT
|
5/20/2025 |
135
|
$490 M
|
| Belpointe Asset Management LLC |
2025 Q1
|
5/20/2025 |
914
|
$1.9 B
|
| Acorns Advisers, LLC |
2025 Q1
|
5/20/2025 |
73
|
$10 B
|
| Blue Rock Wealth Management LLC |
2025 Q1
|
5/20/2025 |
96
|
$120 M
|
| Tenret Co LLC |
2025 Q1
|
5/20/2025 |
34
|
$160 M
|
| Fortis Capital Advisors, LLC |
2025 Q1
|
5/20/2025 |
249
|
$490 M
|
| Jupiter Wealth Management LLC |
2025 Q1
|
5/20/2025 |
69
|
$170 M
|
| Focus Partners Wealth |
2025 Q1 - RESTATEMENT
|
5/20/2025 |
1,898
|
$40 B
|
| Focus Partners Wealth |
2024 Q4 - RESTATEMENT
|
5/20/2025 |
1,880
|
$39 B
|
| Flaharty Asset Management, LLC |
2025 Q1
|
5/20/2025 |
508
|
$690 M
|
| Capital Impact Advisors, LLC |
2025 Q1
|
5/20/2025 |
30
|
$260 M
|
| NEPC LLC |
2025 Q1 - NEW HOLDINGS
|
5/20/2025 |
1
|
$39 M
|
| INTECH INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/20/2025 |
3,106
|
$9.7 B
|
| Ransom Advisory, Ltd |
2025 Q1
|
5/20/2025 |
333
|
$200 M
|
| Anchor Investment Management, LLC |
2025 Q1
|
5/20/2025 |
1,041
|
$1.1 B
|
| Strive Asset Management, LLC |
2025 Q1 - RESTATEMENT
|
5/20/2025 |
116
|
$140 M
|
| INTEGRITY ALLIANCE, LLC. |
2025 Q1
|
5/20/2025 |
644
|
$2.5 B
|
| LANSDOWNE PARTNERS (UK) LLP |
2024 Q2 - RESTATEMENT
|
5/20/2025 |
62
|
$1.3 B
|
| LANSDOWNE PARTNERS (UK) LLP |
2024 Q1 - RESTATEMENT
|
5/20/2025 |
71
|
$1.5 B
|
| LANSDOWNE PARTNERS (UK) LLP |
2023 Q4 - RESTATEMENT
|
5/20/2025 |
74
|
$1.4 B
|
| Reliant Investment Partners, LLC |
2024 Q4
|
5/20/2025 |
110
|
$110 M
|
| Chokshi & Queen Wealth Advisors, Inc |
2025 Q1
|
5/20/2025 |
53
|
$160 M
|
| Glenview Trust co |
2025 Q1 - RESTATEMENT
|
5/20/2025 |
766
|
$5.1 B
|
| Aspen Investment Management Inc |
2025 Q1
|
5/20/2025 |
146
|
$220 M
|
| Ilmarinen Mutual Pension Insurance Co |
2025 Q1
|
5/20/2025 |
301
|
$11 B
|
| Plato Investment Management Ltd |
2025 Q1
|
5/19/2025 |
527
|
$1.2 B
|
| Japan Science & Technology Agency |
2025 Q1
|
5/19/2025 |
13
|
$6.5 B
|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
2025 Q1
|
5/19/2025 |
144
|
$140 M
|
| BC Partners PE LP |
2025 Q1
|
5/19/2025 |
3
|
$8.6 B
|
| ACORN CAPITAL ADVISORS, LLC |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
22
|
$150 M
|
| ACORN CAPITAL ADVISORS, LLC |
2024 Q4 - RESTATEMENT
|
5/19/2025 |
21
|
$190 M
|
| Optimize Financial Inc |
2025 Q1 - NEW HOLDINGS
|
5/19/2025 |
219
|
$140 M
|
| 1060 Capital, LLC |
2025 Q1
|
5/19/2025 |
12
|
$44 M
|
| Palogic Value Management, L.P. |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
156
|
$230 M
|
| Palogic Value Management, L.P. |
2025 Q1 - NEW HOLDINGS
|
5/19/2025 |
3
|
$4.7 M
|
| JANE STREET GROUP, LLC |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
13,402
|
$400 B
|
| Mudita Advisors LLP |
2025 Q1
|
5/19/2025 |
17
|
$200 M
|
| Heck Capital Advisors, LLC |
2024 Q3
|
5/19/2025 |
199
|
$870 M
|
| Heck Capital Advisors, LLC |
2024 Q2
|
5/19/2025 |
200
|
$800 M
|
| Heck Capital Advisors, LLC |
2024 Q1
|
5/19/2025 |
197
|
$660 M
|
| Heck Capital Advisors, LLC |
2023 Q4
|
5/19/2025 |
192
|
$610 M
|
| Heck Capital Advisors, LLC |
2023 Q3
|
5/19/2025 |
181
|
$540 M
|
| Heck Capital Advisors, LLC |
2023 Q2
|
5/19/2025 |
161
|
$580 M
|
| Heck Capital Advisors, LLC |
2023 Q1
|
5/19/2025 |
148
|
$520 M
|
| Heck Capital Advisors, LLC |
2022 Q4
|
5/19/2025 |
137
|
$520 M
|
| Heck Capital Advisors, LLC |
2022 Q3
|
5/19/2025 |
197
|
$660 M
|
| Advisory Alpha, LLC |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
455
|
$2.9 B
|
| Heck Capital Advisors, LLC |
2022 Q2
|
5/19/2025 |
136
|
$500 M
|
| Heck Capital Advisors, LLC |
2022 Q1
|
5/19/2025 |
131
|
$550 M
|
| SageView Advisory Group, LLC |
2025 Q1
|
5/19/2025 |
598
|
$2.3 B
|
| Heck Capital Advisors, LLC |
2021 Q4
|
5/19/2025 |
115
|
$550 M
|
| Heck Capital Advisors, LLC |
2021 Q3
|
5/19/2025 |
115
|
$500 M
|
| Heck Capital Advisors, LLC |
2021 Q2
|
5/19/2025 |
113
|
$500 M
|
| Heck Capital Advisors, LLC |
2021 Q1
|
5/19/2025 |
114
|
$450 M
|
| Heck Capital Advisors, LLC |
2020 Q4
|
5/19/2025 |
102
|
$410 M
|
| Heck Capital Advisors, LLC |
2020 Q3
|
5/19/2025 |
99
|
$360 M
|
| Heck Capital Advisors, LLC |
2020 Q2
|
5/19/2025 |
105
|
$470 M
|
| Game Plan Financial Advisors, LLC |
2025 Q1
|
5/19/2025 |
372
|
$210 M
|
| Heck Capital Advisors, LLC |
2020 Q1
|
5/19/2025 |
103
|
$350 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2025 Q1
|
5/19/2025 |
130
|
$260 M
|
| Heck Capital Advisors, LLC |
2019 Q4
|
5/19/2025 |
100
|
$420 M
|
| Alaethes Wealth LLC |
2025 Q1
|
5/19/2025 |
106
|
$270 M
|
| Heck Capital Advisors, LLC |
2019 Q3
|
5/19/2025 |
101
|
$330 M
|
| Decas Capital LLC |
2025 Q1
|
5/19/2025 |
1
|
$0
|
| Heck Capital Advisors, LLC |
2019 Q2
|
5/19/2025 |
100
|
$370 M
|
| Heck Capital Advisors, LLC |
2019 Q1
|
5/19/2025 |
95
|
$330 M
|
| Heck Capital Advisors, LLC |
2018 Q4
|
5/19/2025 |
96
|
$270 M
|