| Financial Advisors Network, Inc. |
2025 Q1
|
5/13/2025 |
184
|
$600 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2025 Q1
|
5/13/2025 |
53
|
$140 M
|
| Sensible Money, LLC |
2025 Q1
|
5/13/2025 |
83
|
$230 M
|
| Forvis Mazars Wealth Advisors, LLC |
2025 Q1
|
5/13/2025 |
389
|
$4.2 B
|
| BOSTON FAMILY OFFICE LLC |
2025 Q1
|
5/13/2025 |
281
|
$1.4 B
|
| Progressive Investment Management Corp |
2025 Q1
|
5/13/2025 |
56
|
$360 M
|
| SW Investment Management LLC |
2025 Q1
|
5/13/2025 |
8
|
$320 M
|
| Global Endowment Management, LP |
2025 Q1
|
5/13/2025 |
142
|
$770 M
|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2025 Q1
|
5/13/2025 |
513
|
$6.1 B
|
| American Investment Services, Inc. |
2025 Q1
|
5/13/2025 |
157
|
$570 M
|
| Barbara Oil Co. |
2025 Q1
|
5/13/2025 |
79
|
$250 M
|
| RR Advisors, LLC |
2025 Q1
|
5/13/2025 |
28
|
$420 M
|
| United Capital Management of KS, Inc. |
2025 Q1
|
5/13/2025 |
92
|
$480 M
|
| Gator Capital Management, LLC |
2025 Q1
|
5/13/2025 |
68
|
$260 M
|
| Gen-Wealth Partners Inc |
2025 Q1
|
5/13/2025 |
622
|
$240 M
|
| KIDS CAPITAL MANAGEMENT, L.P. |
2025 Q1
|
5/13/2025 |
12
|
$98 M
|
| Hall Kathryn A. |
2025 Q1
|
5/13/2025 |
19
|
$170 M
|
| Pier Capital, LLC |
2025 Q1
|
5/13/2025 |
116
|
$600 M
|
| Periscope Capital Inc. |
2025 Q1
|
5/13/2025 |
207
|
$230 M
|
| Equitable Holdings, Inc. |
2025 Q1
|
5/13/2025 |
1,443
|
$11 B
|
| HUTNER CAPITAL MANAGEMENT INC |
2025 Q1
|
5/13/2025 |
48
|
$230 M
|
| Varma Mutual Pension Insurance Co |
2025 Q1
|
5/13/2025 |
320
|
$12 B
|
| CAMDEN NATIONAL BANK |
2025 Q1
|
5/13/2025 |
253
|
$670 M
|
| GENTRY PRIVATE WEALTH, LLC |
2025 Q1
|
5/13/2025 |
91
|
$120 M
|
| Trans-Canada Capital Inc. |
2025 Q1
|
5/13/2025 |
17
|
$1.2 B
|
| DEAN INVESTMENT ASSOCIATES, LLC |
2025 Q1
|
5/13/2025 |
212
|
$680 M
|
| Caldwell Investment Management Ltd. |
2025 Q1
|
5/13/2025 |
31
|
$130 M
|
| Soltis Investment Advisors LLC |
2025 Q1
|
5/13/2025 |
370
|
$1.1 B
|
| AdvisorShares Investments LLC |
2025 Q1
|
5/13/2025 |
270
|
$510 M
|
| Ethic Inc. |
2025 Q1
|
5/13/2025 |
1,164
|
$4.9 B
|
| INKWELL CAPITAL LLC |
2025 Q1
|
5/13/2025 |
30
|
$92 M
|
| KENNEDY CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
642
|
$4.2 B
|
| WGI DM, LLC |
2025 Q1
|
5/13/2025 |
5
|
$710 M
|
| TOWER TRUST & INVESTMENT Co |
2025 Q1
|
5/13/2025 |
197
|
$120 M
|
| Shorepoint Capital Partners LLC |
2025 Q1
|
5/13/2025 |
190
|
$440 M
|
| Hazelview Securities Inc. |
2025 Q1
|
5/13/2025 |
33
|
$550 M
|
| Keystone Financial Group |
2025 Q1
|
5/13/2025 |
405
|
$980 M
|
| Granite Investment Partners, LLC |
2025 Q1
|
5/13/2025 |
256
|
$2.0 B
|
| Certus Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
53
|
$150 M
|
| WELLS FARGO & COMPANY/MN |
2025 Q1
|
5/13/2025 |
17,507
|
$440 B
|
| Otter Creek Advisors, LLC |
2025 Q1
|
5/13/2025 |
45
|
$170 M
|
| ROBINSON CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
107
|
$250 M
|
| Sixth Street Partners Management Company, L.P. |
2025 Q1
|
5/13/2025 |
21
|
$760 M
|
| MAINSAIL MANAGEMENT COMPANY, LLC |
2025 Q1
|
5/13/2025 |
3
|
$85 M
|
| V3 Holding Ltd |
2025 Q1
|
5/13/2025 |
2
|
$220 M
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
2025 Q1
|
5/13/2025 |
3,540
|
$4.7 B
|
| Baypointe Partners LLC |
2025 Q1
|
5/13/2025 |
38
|
$120 M
|
| Coston, McIsaac & Partners |
2025 Q1
|
5/13/2025 |
883
|
$340 M
|
| MILLER WEALTH ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
100
|
$180 M
|
| OLD POINT TRUST & FINANCIAL SERVICES N A |
2025 Q1
|
5/13/2025 |
384
|
$280 M
|
| River Road Asset Management, LLC |
2025 Q1
|
5/13/2025 |
181
|
$7.4 B
|
| Axim Planning & Wealth |
2025 Q1
|
5/13/2025 |
45
|
$110 M
|
| MFN Partners Management, LP |
2025 Q1
|
5/13/2025 |
10
|
$4.3 B
|
| TAURUS ASSET MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
87
|
$990 M
|
| PRUDENTIAL FINANCIAL INC |
2025 Q1
|
5/13/2025 |
3,639
|
$70 B
|
| Bank of Marin |
2025 Q1
|
5/13/2025 |
101
|
$79 M
|
| FineMark National Bank & Trust |
2025 Q1
|
5/13/2025 |
525
|
$2.7 B
|
| MAINSAIL MANAGEMENT COMPANY, LLC |
2024 Q4 - NEW HOLDINGS
|
5/13/2025 |
1
|
$35 M
|
| State of New Jersey Common Pension Fund D |
2025 Q1
|
5/13/2025 |
1,499
|
$22 B
|
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
178
|
$220 M
|
| THOMPSON DAVIS & CO., INC. |
2025 Q1
|
5/13/2025 |
125
|
$130 M
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2025 Q1
|
5/13/2025 |
655
|
$1.3 B
|
| Redmond Asset Management, LLC |
2025 Q1
|
5/13/2025 |
205
|
$390 M
|
| Oak Grove Capital LLC |
2025 Q1
|
5/13/2025 |
161
|
$480 M
|
| AMERICAN CENTURY COMPANIES INC |
2025 Q1
|
5/13/2025 |
2,881
|
$160 B
|
| LWM Advisory Services, LLC |
2025 Q1
|
5/13/2025 |
96
|
$140 M
|
| Lexington Partners L.P. |
2025 Q1
|
5/13/2025 |
4
|
$11 M
|
| Nierenberg Investment Management Company, Inc. |
2025 Q1
|
5/13/2025 |
57
|
$180 M
|
| FIFTHDELTA Ltd |
2025 Q1
|
5/13/2025 |
13
|
$400 M
|
| PRING TURNER CAPITAL GROUP INC |
2025 Q1
|
5/13/2025 |
66
|
$160 M
|
| WHITE PINE CAPITAL LLC |
2025 Q1
|
5/13/2025 |
225
|
$290 M
|
| Black Creek Investment Management Inc. |
2025 Q1
|
5/13/2025 |
26
|
$2.1 B
|
| GEODE CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
8,518
|
$1.3 T
|
| State of Tennessee, Department of Treasury |
2025 Q1
|
5/13/2025 |
1,719
|
$26 B
|
| COWBIRD CAPITAL LP |
2025 Q1
|
5/13/2025 |
1
|
$0
|
| SCHRODER INVESTMENT MANAGEMENT GROUP |
2025 Q1
|
5/13/2025 |
3,037
|
$99 B
|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
2,406
|
$12 B
|
| SKBA CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
86
|
$670 M
|
| Journey Advisory Group, LLC |
2025 Q1
|
5/13/2025 |
275
|
$1.2 B
|
| Holowesko Partners Ltd. |
2025 Q1
|
5/13/2025 |
29
|
$270 M
|
| Claret Asset Management Corp |
2025 Q1
|
5/13/2025 |
302
|
$690 M
|
| Distillate Capital Partners LLC |
2025 Q1
|
5/13/2025 |
119
|
$2.0 B
|
| ClearBridge Investments Ltd |
2025 Q1
|
5/13/2025 |
25
|
$3.9 B
|
| Brooklands Fund Management Ltd |
2025 Q1
|
5/13/2025 |
79
|
$160 M
|
| Sterling Capital Management LLC |
2025 Q1
|
5/13/2025 |
3,219
|
$6.4 B
|
| Clearbridge Investments, LLC |
2025 Q1
|
5/13/2025 |
753
|
$110 B
|
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
2025 Q1
|
5/13/2025 |
445
|
$180 M
|
| Tsai Capital Corp |
2025 Q1
|
5/13/2025 |
26
|
$120 M
|
| BOKF, NA |
2025 Q1
|
5/13/2025 |
1,762
|
$5.7 B
|
| Western Asset Management Company, LLC |
2025 Q1
|
5/13/2025 |
10
|
$48 M
|
| Riverview Capital Advisers, LLC |
2025 Q1
|
5/13/2025 |
88
|
$320 M
|
| Wahed Invest LLC |
2025 Q1
|
5/13/2025 |
223
|
$580 M
|
| QUADRANT CAPITAL GROUP LLC |
2025 Q1
|
5/13/2025 |
2,745
|
$2.7 B
|
| Wilkins Miller Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
83
|
$130 M
|
| SANTA MONICA PARTNERS LP |
2025 Q1
|
5/13/2025 |
13
|
$180 M
|
| Beacon Pointe Advisors, LLC |
2025 Q1
|
5/13/2025 |
1,215
|
$8.9 B
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
2025 Q1
|
5/13/2025 |
208
|
$250 M
|
| EverSource Wealth Advisors, LLC |
2025 Q1
|
5/13/2025 |
10,570
|
$1.8 B
|
| MARTIN CURRIE LTD |
2025 Q1
|
5/13/2025 |
105
|
$2.5 B
|
| SEVEN GRAND MANAGERS, LLC |
2025 Q1
|
5/13/2025 |
41
|
$430 M
|