| Heck Capital Advisors, LLC |
2018 Q3
|
5/19/2025 |
97
|
$300 M
|
| Heck Capital Advisors, LLC |
2018 Q2
|
5/19/2025 |
98
|
$270 M
|
| Hatteras Investment Partners, LP |
2025 Q1
|
5/19/2025 |
1
|
$180 k
|
| Heck Capital Advisors, LLC |
2018 Q1
|
5/19/2025 |
86
|
$230 M
|
| Heck Capital Advisors, LLC |
2017 Q4
|
5/19/2025 |
85
|
$210 M
|
| Heck Capital Advisors, LLC |
2017 Q3
|
5/19/2025 |
84
|
$190 M
|
| Heck Capital Advisors, LLC |
2017 Q2
|
5/19/2025 |
80
|
$170 M
|
| Heck Capital Advisors, LLC |
2017 Q1
|
5/19/2025 |
74
|
$160 M
|
| Heck Capital Advisors, LLC |
2016 Q4
|
5/19/2025 |
74
|
$140 M
|
| Trinity Financial Advisors LLC |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
88
|
$280 M
|
| Bayforest Capital Ltd |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
712
|
$230 M
|
| Oriental Harbor Investment Fund |
2025 Q1
|
5/19/2025 |
10
|
$870 M
|
| Smith Asset Management Co., LLC |
2025 Q1
|
5/19/2025 |
66
|
$110 M
|
| SCS Capital Management LLC |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
513
|
$7.9 B
|
| Alpha DNA Investment Management LLC |
2025 Q1
|
5/19/2025 |
18
|
$7.6 M
|
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC |
2025 Q1
|
5/19/2025 |
20,404
|
$390 B
|
| AAF Wealth Management, LLC |
2022 Q2 - RESTATEMENT
|
5/19/2025 |
51
|
$130 M
|
| ENTRUST GLOBAL PARTNERS L L C |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
6
|
$490 M
|
| DCM Advisors, LLC |
2025 Q1
|
5/19/2025 |
36
|
$190 M
|
| Legacy Advisory Services, LLC |
2025 Q1
|
5/19/2025 |
50
|
$120 M
|
| SWS Partners |
2025 Q1
|
5/19/2025 |
117
|
$330 M
|
| Kovitz Investment Group Partners, LLC |
2025 Q1 - RESTATEMENT
|
5/19/2025 |
1,243
|
$20 B
|
| First Beijing Investment Ltd |
2025 Q1
|
5/19/2025 |
8
|
$1.5 B
|
| AAF Wealth Management, LLC |
2024 Q4 - RESTATEMENT
|
5/19/2025 |
51
|
$200 M
|
| AAF Wealth Management, LLC |
2022 Q1 - RESTATEMENT
|
5/19/2025 |
47
|
$150 M
|
| AAF Wealth Management, LLC |
2023 Q2 - RESTATEMENT
|
5/19/2025 |
63
|
$160 M
|
| AAF Wealth Management, LLC |
2023 Q3 - RESTATEMENT
|
5/19/2025 |
44
|
$160 M
|
| AAF Wealth Management, LLC |
2023 Q4 - RESTATEMENT
|
5/19/2025 |
50
|
$170 M
|
| AAF Wealth Management, LLC |
2024 Q1 - RESTATEMENT
|
5/19/2025 |
43
|
$180 M
|
| AAF Wealth Management, LLC |
2024 Q2 - RESTATEMENT
|
5/19/2025 |
46
|
$190 M
|
| AAF Wealth Management, LLC |
2024 Q3 - RESTATEMENT
|
5/19/2025 |
45
|
$200 M
|
| AAF Wealth Management, LLC |
2021 Q1 - RESTATEMENT
|
5/19/2025 |
24
|
$120 M
|
| AAF Wealth Management, LLC |
2022 Q4 - RESTATEMENT
|
5/19/2025 |
59
|
$140 M
|
| AAF Wealth Management, LLC |
2023 Q1 - RESTATEMENT
|
5/19/2025 |
66
|
$150 M
|
| AAF Wealth Management, LLC |
2022 Q3 - RESTATEMENT
|
5/19/2025 |
54
|
$130 M
|
| AAF Wealth Management, LLC |
2021 Q3 - RESTATEMENT
|
5/19/2025 |
31
|
$130 M
|
| AAF Wealth Management, LLC |
2021 Q4 - RESTATEMENT
|
5/19/2025 |
31
|
$140 M
|
| AAF Wealth Management, LLC |
2020 Q4 - RESTATEMENT
|
5/19/2025 |
28
|
$110 M
|
| AAF Wealth Management, LLC |
2021 Q2 - RESTATEMENT
|
5/19/2025 |
25
|
$130 M
|
| GOLDMAN SACHS GROUP INC |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
12,510
|
$620 B
|
| Prostatis Group LLC |
2025 Q1
|
5/16/2025 |
151
|
$320 M
|
| Hancock Prospecting Pty Ltd |
2024 Q4 - RESTATEMENT
|
5/16/2025 |
32
|
$1.3 B
|
| Hancock Prospecting Pty Ltd |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
32
|
$2.5 B
|
| Stuart Chaussee & Associates, Inc. |
2025 Q1
|
5/16/2025 |
186
|
$400 M
|
| American Trust |
2025 Q1
|
5/16/2025 |
121
|
$410 M
|
| McIlrath & Eck, LLC |
2025 Q1
|
5/16/2025 |
928
|
$810 M
|
| Kestra Investment Management, LLC |
2025 Q1 - NEW HOLDINGS
|
5/16/2025 |
897
|
$3.2 B
|
| Yiheng Capital Management, L.P. |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
25
|
$1.1 B
|
| Atlanta Consulting Group Advisors, LLC |
2024 Q4 - NEW HOLDINGS
|
5/16/2025 |
129
|
$270 M
|
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
2025 Q1
|
5/16/2025 |
428
|
$710 M
|
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
125
|
$390 M
|
| Cape Investment Advisory, Inc. |
2025 Q1
|
5/16/2025 |
1,135
|
$250 M
|
| ROSS\JOHNSON & Associates LLC |
2025 Q1
|
5/16/2025 |
360
|
$5.8 M
|
| JONES FINANCIAL COMPANIES LLLP |
2025 Q1
|
5/16/2025 |
4,412
|
$110 B
|
| Dynamic Technology Lab Private Ltd |
2025 Q1
|
5/16/2025 |
953
|
$690 M
|
| CKW FINANCIAL GROUP |
2025 Q1
|
5/16/2025 |
196
|
$800 M
|
| Front Street Capital Management, Inc. |
2025 Q1
|
5/16/2025 |
63
|
$520 M
|
| Legacy Wealth Managment, LLC/ID |
2025 Q1
|
5/16/2025 |
860
|
$140 M
|
| Aberdeen Wealth Management LLC |
2025 Q1
|
5/16/2025 |
159
|
$140 M
|
| Obsidian Personal Planning Solutions LLC |
2025 Q1
|
5/16/2025 |
105
|
$220 M
|
| Financial Strategies Group, Inc. |
2025 Q1
|
5/16/2025 |
92
|
$420 M
|
| Coordinated Financial Services, Inc./CO |
2025 Q1
|
5/16/2025 |
137
|
$130 M
|
| INFINITUM ASSET MANAGEMENT, LLC |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
26
|
$310 M
|
| STANCE CAPITAL LLC |
2025 Q1
|
5/16/2025 |
77
|
$140 M
|
| Temasek Holdings (Private) Ltd |
2025 Q1
|
5/16/2025 |
128
|
$25 B
|
| Boundary Creek Advisors LP |
2025 Q1
|
5/16/2025 |
20
|
$380 M
|
| Semmax Financial Advisors Inc. |
2025 Q1
|
5/16/2025 |
432
|
$370 M
|
| Exome Asset Management LLC |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
59
|
$110 M
|
| Rivermont Capital Management LP |
2025 Q1 - NEW HOLDINGS
|
5/16/2025 |
18
|
$240 M
|
| S Squared Technology, LLC |
2025 Q1
|
5/16/2025 |
33
|
$200 M
|
| Octagon Capital Advisors LP |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
35
|
$520 M
|
| Empowered Funds, LLC |
2025 Q1
|
5/16/2025 |
3,475
|
$7.0 B
|
| LOGAN CAPITAL MANAGEMENT INC |
2025 Q1
|
5/16/2025 |
733
|
$2.2 B
|
| HFM Investment Advisors, LLC |
2025 Q1
|
5/16/2025 |
1,189
|
$210 M
|
| AAF Wealth Management, LLC |
2025 Q1
|
5/16/2025 |
48
|
$190 M
|
| Northeast Financial Consultants Inc |
2025 Q1
|
5/16/2025 |
278
|
$2.3 B
|
| Zeno Equity Partners LLP |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
12
|
$280 M
|
| Peloton Wealth Strategists |
2025 Q1
|
5/16/2025 |
92
|
$240 M
|
| CONTINENTAL ADVISORS LLC |
2025 Q1
|
5/16/2025 |
40
|
$180 M
|
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. |
2025 Q1
|
5/16/2025 |
12
|
$480 M
|
| Dean Capital Management |
2025 Q1
|
5/16/2025 |
132
|
$230 M
|
| Faithward Advisors, LLC |
2025 Q1
|
5/16/2025 |
261
|
$570 M
|
| MBB PUBLIC MARKETS I LLC |
2025 Q1 - RESTATEMENT
|
5/16/2025 |
531
|
$910 M
|
| AXIOM INVESTORS LLC /DE |
2025 Q1 - NEW HOLDINGS
|
5/16/2025 |
136
|
$10 B
|
| GREAT LAKES ADVISORS, LLC |
2025 Q1
|
5/15/2025 |
1,536
|
$11 B
|
| Arete Wealth Advisors, LLC |
2025 Q1
|
5/15/2025 |
734
|
$1.3 B
|
| Canada Post Corp Registered Pension Plan |
2025 Q1
|
5/15/2025 |
48
|
$230 M
|
| Merk Investments LLC |
2025 Q1
|
5/15/2025 |
10
|
$180 M
|
| Empirical Capital Management, LLC |
2025 Q1
|
5/15/2025 |
14
|
$140 M
|
| Meiji Yasuda Asset Management Co Ltd. |
2025 Q1
|
5/15/2025 |
643
|
$2.5 B
|
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
2025 Q1
|
5/15/2025 |
1,070
|
$3.2 B
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2025 Q1
|
5/15/2025 |
7
|
$170 M
|
| Visualize Group LP |
2025 Q1 - RESTATEMENT
|
5/15/2025 |
14
|
$300 M
|
| Coppell Advisory Solutions LLC |
2025 Q1
|
5/15/2025 |
338
|
$720 M
|
| RNC CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
165
|
$2.0 B
|
| Meiji Yasuda Life Insurance Co |
2025 Q1
|
5/15/2025 |
234
|
$5.0 B
|
| Ascent Group, LLC |
2025 Q1
|
5/15/2025 |
3,344
|
$2.3 B
|
| Adalta Capital Management LLC |
2025 Q1
|
5/15/2025 |
126
|
$190 M
|
| Vancity Investment Management Ltd |
2025 Q1
|
5/15/2025 |
73
|
$730 M
|
| Kestra Investment Management, LLC |
2025 Q1
|
5/15/2025 |
376
|
$2.6 B
|