| Capital A Wealth Management, LLC |
2024 Q4
|
2/26/2025 |
846
|
$60 M
|
| Financial Advisory Corp |
2024 Q4
|
2/26/2025 |
40
|
$570 M
|
| LifeWealth Investments, LLC |
2024 Q4
|
2/26/2025 |
148
|
$150 M
|
| Discipline Wealth Solutions, LLC |
2024 Q4
|
2/26/2025 |
76
|
$220 M
|
| Ballentine Capital Advisors, Inc |
2024 Q4
|
2/26/2025 |
29
|
$190 M
|
| Windmill Hill Asset Management Ltd |
2024 Q4 - RESTATEMENT
|
2/26/2025 |
27
|
$310 M
|
| CANERECTOR INC |
2024 Q4
|
2/26/2025 |
10
|
$210 M
|
| Partners in Financial Planning |
2023 Q1
|
2/26/2025 |
93
|
$380 M
|
| Partners in Financial Planning |
2023 Q2
|
2/26/2025 |
94
|
$390 M
|
| Partners in Financial Planning |
2023 Q4
|
2/26/2025 |
103
|
$430 M
|
| Partners in Financial Planning |
2024 Q1
|
2/26/2025 |
103
|
$450 M
|
| Partners in Financial Planning |
2024 Q2
|
2/26/2025 |
104
|
$460 M
|
| Partners in Financial Planning |
2024 Q3
|
2/26/2025 |
107
|
$500 M
|
| Lakeshore Capital Group, Inc. |
2024 Q4
|
2/26/2025 |
59
|
$66 M
|
| LM Advisors LLC |
2024 Q4 - RESTATEMENT
|
2/26/2025 |
186
|
$560 M
|
| Sculati Wealth Management, LLC |
2024 Q3 - RESTATEMENT
|
2/26/2025 |
110
|
$250 M
|
| Virtue Capital Management, LLC |
2024 Q4
|
2/26/2025 |
254
|
$500 M
|
| Sculati Wealth Management, LLC |
2024 Q4 - RESTATEMENT
|
2/26/2025 |
107
|
$250 M
|
| INFINITUM ASSET MANAGEMENT, LLC |
2024 Q4
|
2/25/2025 |
18
|
$190 M
|
| Advisor Resource Council |
2024 Q4
|
2/25/2025 |
69
|
$140 M
|
| Challenger Wealth Management |
2024 Q4
|
2/24/2025 |
109
|
$120 M
|
| EnCap Partners GP, LLC |
2024 Q4 - RESTATEMENT
|
2/25/2025 |
2
|
$390 M
|
| SWAN Capital LLC |
2024 Q4
|
2/25/2025 |
381
|
$200 M
|
| Brick & Kyle, Associates |
2024 Q4
|
2/25/2025 |
61
|
$230 M
|
| LEIGH BALDWIN & CO., LLC |
2024 Q4 - RESTATEMENT
|
2/25/2025 |
160
|
$120 M
|
| Heck Capital Advisors, LLC |
2024 Q4 - NEW HOLDINGS
|
2/25/2025 |
31
|
$200 M
|
| B. Riley Wealth Advisors, Inc. |
2024 Q4
|
2/25/2025 |
1,136
|
$3.1 B
|
| Armis Advisers, LLC |
2024 Q4
|
2/25/2025 |
380
|
$820 M
|
| SHUFRO ROSE & CO LLC |
2024 Q4
|
2/25/2025 |
296
|
$1.3 B
|
| Integrated Advisors Network LLC |
2024 Q4
|
2/25/2025 |
695
|
$2.1 B
|
| AXA S.A. |
2024 Q2 - NEW HOLDINGS
|
2/25/2025 |
2,596
|
$34 B
|
| Chokshi & Queen Wealth Advisors, Inc |
2024 Q4
|
2/25/2025 |
48
|
$160 M
|
| Polar Asset Management Partners Inc. |
2024 Q4 - RESTATEMENT
|
2/25/2025 |
667
|
$8.5 B
|
| Garde Capital, Inc. |
2024 Q4
|
2/24/2025 |
278
|
$1.5 B
|
| Adelante Capital Management LLC |
2024 Q3 - RESTATEMENT
|
2/24/2025 |
42
|
$1.5 B
|
| Orion Resource Partners LP |
2024 Q3 - NEW HOLDINGS
|
2/24/2025 |
4
|
$690 k
|
| H&H Retirement Design & Management INC |
2024 Q4
|
2/24/2025 |
76
|
$160 M
|
| Q Global Advisors, LLC |
2024 Q4 - NEW HOLDINGS
|
2/24/2025 |
1
|
$2.4 M
|
| Q Global Advisors, LLC |
2024 Q4 - RESTATEMENT
|
2/24/2025 |
60
|
$95 M
|
| Pullen Investment Management, LLC |
2024 Q4
|
2/24/2025 |
103
|
$150 M
|
| INSTRUMENTAL WEALTH, LLC |
2024 Q4
|
2/24/2025 |
51
|
$110 M
|
| Wilkins Miller Wealth Management, LLC |
2024 Q4
|
2/24/2025 |
71
|
$96 M
|
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2024 Q4
|
2/24/2025 |
154
|
$270 M
|
| HALL CAPITAL MANAGEMENT CO INC |
2024 Q4
|
2/24/2025 |
101
|
$210 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2024 Q2
|
2/24/2025 |
104
|
$390 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2024 Q4
|
2/24/2025 |
105
|
$400 M
|
| GREAT VALLEY ADVISOR GROUP, INC. |
2024 Q4
|
2/24/2025 |
840
|
$4.5 B
|
| AMERIFLEX GROUP, INC. |
2024 Q4
|
2/24/2025 |
1,171
|
$220 M
|
| United Advisor Group, LLC |
2024 Q4
|
2/24/2025 |
363
|
$510 M
|
| Sunbeam Capital Management, LLC |
2024 Q4 - RESTATEMENT
|
2/24/2025 |
81
|
$110 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
2024 Q4 - RESTATEMENT
|
2/24/2025 |
299
|
$760 M
|
| Ascent Group, LLC |
2024 Q4
|
2/21/2025 |
928
|
$1.3 B
|
| Empirical Capital Management, LLC |
2024 Q4
|
2/21/2025 |
12
|
$130 M
|
| Gould Capital, LLC |
2024 Q4
|
2/21/2025 |
215
|
$140 M
|
| Aberdeen Wealth Management LLC |
2024 Q4
|
2/21/2025 |
166
|
$150 M
|
| WNY Asset Management, LLC |
2024 Q4
|
2/21/2025 |
221
|
$810 M
|
| Putney Financial Group LLC |
2024 Q4
|
2/21/2025 |
321
|
$110 M
|
| SG Capital Management LLC |
2024 Q2 - RESTATEMENT
|
2/21/2025 |
68
|
$640 M
|
| SG Capital Management LLC |
2024 Q3 - RESTATEMENT
|
2/21/2025 |
60
|
$800 M
|
| RedJay Asset Management Inc. |
2024 Q4
|
2/21/2025 |
21
|
$160 M
|
| RedJay Asset Management Inc. |
2024 Q3
|
2/21/2025 |
20
|
$180 M
|
| FIDELITY D & D BANCORP INC |
2024 Q4
|
2/21/2025 |
168
|
$140 M
|
| RedJay Asset Management Inc. |
2024 Q2
|
2/21/2025 |
21
|
$160 M
|
| TFG Asset Management GP Ltd |
2024 Q4 - RESTATEMENT
|
2/21/2025 |
28
|
$390 M
|
| RedJay Asset Management Inc. |
2024 Q1
|
2/21/2025 |
23
|
$170 M
|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
2024 Q4 - RESTATEMENT
|
2/21/2025 |
240
|
$740 M
|
| RedJay Asset Management Inc. |
2023 Q4
|
2/21/2025 |
25
|
$100 M
|
| Aurdan Capital Management, LLC |
2024 Q4
|
2/21/2025 |
80
|
$260 M
|
| PVG ASSET MANAGEMENT CORP |
2024 Q4
|
2/21/2025 |
46
|
$21 M
|
| Perennial Advisors, LLC |
2024 Q4
|
2/21/2025 |
76
|
$460 M
|
| Value Partners Investments Inc. |
2024 Q4 - NEW HOLDINGS
|
2/21/2025 |
77
|
$180 M
|
| Value Partners Investments Inc. |
2024 Q3 - NEW HOLDINGS
|
2/21/2025 |
89
|
$1.2 B
|
| Value Partners Investments Inc. |
2024 Q2 - RESTATEMENT
|
2/21/2025 |
86
|
$1.2 B
|
| Value Partners Investments Inc. |
2024 Q1 - RESTATEMENT
|
2/21/2025 |
82
|
$1.2 B
|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
2024 Q4 - RESTATEMENT
|
2/21/2025 |
1,309
|
$43 B
|
| CASTLEKEEP INVESTMENT ADVISORS LLC |
2024 Q3
|
2/21/2025 |
96
|
$150 M
|
| Vermillion Wealth Management, Inc. |
2024 Q4
|
2/21/2025 |
551
|
$200 M
|
| AlphaCore Capital LLC |
2024 Q4
|
2/20/2025 |
258
|
$460 M
|
| MACKENZIE FINANCIAL CORP |
2024 Q4 - NEW HOLDINGS
|
2/20/2025 |
1,691
|
$77 B
|
| Forum Financial Management, LP |
2024 Q4 - RESTATEMENT
|
2/20/2025 |
990
|
$6.0 B
|
| Baer Investment Advisory LLC |
2024 Q4
|
2/20/2025 |
24
|
$93 M
|
| Clare Market Investments LLC |
2024 Q3
|
2/20/2025 |
153
|
$380 M
|
| Griffith & Werner, Inc. |
2024 Q4
|
2/20/2025 |
69
|
$150 M
|
| Clare Market Investments LLC |
2024 Q2
|
2/20/2025 |
141
|
$360 M
|
| Wealth Management Strategies, Inc. |
2024 Q4
|
2/20/2025 |
36
|
$1.3 M
|
| Clare Market Investments LLC |
2024 Q1
|
2/20/2025 |
146
|
$320 M
|
| Clare Market Investments LLC |
2023 Q4
|
2/20/2025 |
143
|
$290 M
|
| Clare Market Investments LLC |
2023 Q3
|
2/20/2025 |
132
|
$260 M
|
| Clare Market Investments LLC |
2023 Q2
|
2/20/2025 |
130
|
$270 M
|
| Clare Market Investments LLC |
2023 Q1
|
2/20/2025 |
123
|
$240 M
|
| Sunbeam Capital Management, LLC |
2024 Q4
|
2/20/2025 |
81
|
$110 M
|
| Clare Market Investments LLC |
2022 Q4
|
2/20/2025 |
123
|
$210 M
|
| Clare Market Investments LLC |
2022 Q3
|
2/20/2025 |
124
|
$230 M
|
| Clare Market Investments LLC |
2022 Q2
|
2/20/2025 |
123
|
$230 M
|
| Clare Market Investments LLC |
2022 Q1
|
2/20/2025 |
158
|
$310 M
|
| Clare Market Investments LLC |
2021 Q4
|
2/20/2025 |
154
|
$360 M
|
| Clare Market Investments LLC |
2021 Q3
|
2/20/2025 |
137
|
$330 M
|
| Clare Market Investments LLC |
2021 Q2
|
2/20/2025 |
141
|
$310 M
|
| Clare Market Investments LLC |
2021 Q1
|
2/20/2025 |
127
|
$270 M
|
| Clare Market Investments LLC |
2020 Q4
|
2/20/2025 |
114
|
$240 M
|