| Avanda Investment Management Pte. Ltd. |
2025 Q3
|
11/7/2025 |
28
|
$130 M
|
| Settian Capital LP |
2025 Q3
|
11/7/2025 |
23
|
$150 M
|
| Kapstone Financial Advisors LLC |
2025 Q3
|
11/7/2025 |
122
|
$210 M
|
| ForthRight Wealth Management, LLC |
2025 Q3
|
11/7/2025 |
69
|
$340 M
|
| Presidio Capital Management, LLC |
2025 Q3
|
11/7/2025 |
70
|
$290 M
|
| Pelham Capital Ltd. |
2025 Q3
|
11/7/2025 |
13
|
$200 M
|
| Riverstone Advisors, LLC |
2025 Q3
|
11/7/2025 |
62
|
$200 M
|
| Troy Asset Management Ltd |
2025 Q3
|
11/7/2025 |
32
|
$3.9 B
|
| Tower Wealth Partners, Inc. |
2025 Q3
|
11/7/2025 |
90
|
$180 M
|
| Summit Investment Advisory Services, LLC |
2025 Q2 - RESTATEMENT
|
11/7/2025 |
71
|
$230 M
|
| Summit Investment Advisory Services, LLC |
2025 Q3 - RESTATEMENT
|
11/7/2025 |
76
|
$250 M
|
| Uniting Wealth Partners, LLC |
2025 Q3
|
11/7/2025 |
199
|
$420 M
|
| Salus Financial Advisors, LLC |
2025 Q3
|
11/7/2025 |
32
|
$160 M
|
| Herald Investment Management Ltd |
2025 Q3
|
11/7/2025 |
94
|
$750 M
|
| Financial Advisors, LLC |
2025 Q3
|
11/7/2025 |
80
|
$560 M
|
| Snider Financial Group |
2025 Q3
|
11/7/2025 |
115
|
$370 M
|
| Tide Cove Capital Partners LLC |
2025 Q3
|
11/7/2025 |
10
|
$130 M
|
| Perfromance Wealth Partners, LLC |
2025 Q3
|
11/7/2025 |
203
|
$3.6 B
|
| Sageworth Trust Co |
2025 Q3
|
11/7/2025 |
268
|
$2.1 B
|
| WINCAP FINANCIAL LLC |
2025 Q3
|
11/7/2025 |
84
|
$140 M
|
| Prospect Financial Services LLC |
2025 Q3
|
11/7/2025 |
104
|
$170 M
|
| Pallas Capital Advisors LLC |
2025 Q3
|
11/7/2025 |
871
|
$2.7 B
|
| PETRA FINANCIAL ADVISORS INC |
2025 Q3
|
11/7/2025 |
140
|
$170 M
|
| Arnhold LLC |
2025 Q3
|
11/7/2025 |
116
|
$1.2 B
|
| TODD ASSET MANAGEMENT LLC |
2025 Q3
|
11/7/2025 |
267
|
$4.9 B
|
| Rialto Wealth Management, LLC |
2025 Q3
|
11/7/2025 |
1,705
|
$390 M
|
| PNC Financial Services Group, Inc. |
2025 Q3
|
11/7/2025 |
17,124
|
$160 B
|
| SHELL ASSET MANAGEMENT CO |
2025 Q3
|
11/7/2025 |
1,191
|
$1.0 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2025 Q3
|
11/7/2025 |
481
|
$4.9 B
|
| TimesSquare Capital Management, LLC |
2025 Q3
|
11/7/2025 |
156
|
$7.0 B
|
| MITSUBISHI UFJ FINANCIAL GROUP INC |
2025 Q3
|
11/7/2025 |
1
|
$60 B
|
| MUFG BANK, LTD. |
2025 Q3
|
11/7/2025 |
4
|
$3.1 B
|
| Divco West Real Estate Services, LLC |
2025 Q3
|
11/6/2025 |
4
|
$110 M
|
| NorthStar Asset Management LLC /NJ/ |
2025 Q3
|
11/6/2025 |
99
|
$210 M
|
| Capital CS Group, LLC |
2025 Q3
|
11/6/2025 |
76
|
$63 M
|
| ADE, LLC |
2025 Q3
|
11/6/2025 |
84
|
$200 M
|
| Cherokee Insurance Co |
2025 Q3
|
11/6/2025 |
118
|
$230 M
|
| OAKLAND FINANCIAL CORP |
2025 Q3
|
11/6/2025 |
10
|
$5.9 M
|
| Andar Capital Management HK Ltd |
2025 Q3
|
11/6/2025 |
20
|
$99 M
|
| CIDEL ASSET MANAGEMENT INC |
2025 Q3
|
11/6/2025 |
357
|
$1.7 B
|
| New Harbor Financial Group, LLC |
2025 Q3
|
11/6/2025 |
56
|
$490 M
|
| Four Tree Island Advisory LLC |
2025 Q3
|
11/6/2025 |
22
|
$160 M
|
| Leeward Investments, LLC - MA |
2025 Q3
|
11/6/2025 |
142
|
$2.0 B
|
| St. Louis Trust Co |
2025 Q3
|
11/6/2025 |
185
|
$800 M
|
| ACCOUNT MANAGEMENT LLC |
2025 Q3
|
11/6/2025 |
23
|
$94 M
|
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
2025 Q3
|
11/6/2025 |
18
|
$130 M
|
| Warner Group LLC |
2025 Q3
|
11/6/2025 |
60
|
$150 M
|
| LINCOLN NATIONAL CORP |
2025 Q3
|
11/6/2025 |
20
|
$3.5 B
|
| Taylor Hoffman Capital Management LLC |
2025 Q3
|
11/6/2025 |
118
|
$320 M
|
| Glaxis Capital Management, LLC |
2025 Q3
|
11/6/2025 |
48
|
$60 M
|
| Pavion Blue Capital, LLC |
2025 Q3
|
11/6/2025 |
101
|
$230 M
|
| INVESTMENT PARTNERS, LTD. |
2025 Q3
|
11/6/2025 |
154
|
$280 M
|
| HighTower Advisors, LLC |
2025 Q3
|
11/6/2025 |
3,830
|
$88 B
|
| Shepherd Financial Partners LLC |
2025 Q3
|
11/6/2025 |
243
|
$1.1 B
|
| GenTrust, LLC |
2025 Q3
|
11/6/2025 |
211
|
$2.2 B
|
| UHLMANN PRICE SECURITIES, LLC |
2025 Q3
|
11/6/2025 |
194
|
$160 M
|
| EQ LLC |
2025 Q3
|
11/6/2025 |
74
|
$290 M
|
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
2025 Q3
|
11/6/2025 |
297
|
$2.4 B
|
| Weil Company, Inc. |
2025 Q3
|
11/6/2025 |
116
|
$420 M
|
| Aberdeen Group plc |
2025 Q3
|
11/6/2025 |
1,829
|
$63 B
|
| Altman Advisors, Inc. |
2025 Q3
|
11/6/2025 |
94
|
$240 M
|
| Unconventional Investor, LLC |
2025 Q3
|
11/6/2025 |
45
|
$200 M
|
| TT Capital Management LLC |
2025 Q3
|
11/6/2025 |
69
|
$130 M
|
| Valpey Financial Services, LLC |
2025 Q3
|
11/6/2025 |
72
|
$150 M
|
| GF FUND MANAGEMENT CO. LTD. |
2025 Q3
|
11/6/2025 |
631
|
$5.5 B
|
| TCTC Holdings, LLC |
2025 Q3
|
11/6/2025 |
759
|
$3.4 B
|
| Coronation Fund Managers Ltd. |
2025 Q3
|
11/6/2025 |
75
|
$1.9 B
|
| WULFF, HANSEN & CO. |
2025 Q3
|
11/6/2025 |
101
|
$120 M
|
| Tanglewood Legacy Advisors, LLC |
2025 Q3
|
11/6/2025 |
273
|
$260 M
|
| PRIVATE MANAGEMENT GROUP INC |
2024 Q4 - NEW HOLDINGS
|
11/6/2025 |
1
|
$21 M
|
| VISTA CAPITAL PARTNERS, INC. |
2025 Q3
|
11/6/2025 |
145
|
$980 M
|
| PRIVATE MANAGEMENT GROUP INC |
2025 Q1 - NEW HOLDINGS
|
11/6/2025 |
1
|
$27 M
|
| Entruity Wealth, LLC |
2025 Q3
|
11/6/2025 |
42
|
$130 M
|
| SIERRA OCEAN, LLC |
2025 Q3
|
11/6/2025 |
63
|
$120 M
|
| Mason & Associates Inc |
2025 Q3
|
11/6/2025 |
133
|
$500 M
|
| PRIVATE MANAGEMENT GROUP INC |
2025 Q2 - NEW HOLDINGS
|
11/6/2025 |
2
|
$55 M
|
| Murphy & Mullick Capital Management Corp |
2025 Q3
|
11/6/2025 |
679
|
$130 M
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2025 Q3
|
11/6/2025 |
108
|
$340 M
|
| Alphabet Inc. |
2025 Q3
|
11/6/2025 |
40
|
$2.4 B
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2025 Q3
|
11/6/2025 |
262
|
$320 M
|
| PRIVATE MANAGEMENT GROUP INC |
2024 Q3 - NEW HOLDINGS
|
11/6/2025 |
1
|
$14 M
|
| Coleford Investment Management Ltd. |
2025 Q3
|
11/6/2025 |
22
|
$420 M
|
| STRAIGHTLINE GROUP LLC |
2025 Q3
|
11/6/2025 |
14
|
$170 M
|
| MidWestOne Financial Group, Inc. |
2025 Q3
|
11/6/2025 |
380
|
$820 M
|
| Leisure Capital Management |
2025 Q3
|
11/6/2025 |
142
|
$290 M
|
| DDD Partners, LLC |
2025 Q3
|
11/6/2025 |
129
|
$1.6 B
|
| Carson Advisory Inc. |
2025 Q3
|
11/6/2025 |
173
|
$190 M
|
| PACK Private Wealth, LLC |
2025 Q3
|
11/6/2025 |
55
|
$210 M
|
| Pacific Sage Partners, LLC |
2025 Q3
|
11/6/2025 |
115
|
$600 M
|
| Pacific Point Advisors, LLC |
2025 Q3
|
11/6/2025 |
122
|
$170 M
|
| HANOVER ADVISORS INC |
2025 Q3
|
11/6/2025 |
103
|
$260 M
|
| Compass Advisory Group LLC |
2025 Q3
|
11/6/2025 |
82
|
$360 M
|
| Prospect Financial Group LLC |
2025 Q3
|
11/6/2025 |
61
|
$100 M
|
| Oxinas Partners Wealth Management LLC |
2025 Q3
|
11/6/2025 |
122
|
$190 M
|
| WJ Financial Advisors LLC |
2025 Q3
|
11/6/2025 |
108
|
$100 M
|
| Objectivity Squared, LLC |
2025 Q3
|
11/6/2025 |
53
|
$170 M
|
| Omnia Family Wealth, LLC |
2025 Q3
|
11/6/2025 |
101
|
$310 M
|
| New World Advisors LLC |
2025 Q3
|
11/6/2025 |
77
|
$550 M
|
| Naviter Wealth, LLC |
2025 Q3
|
11/6/2025 |
260
|
$860 M
|
| Long Island Wealth Management, Inc. |
2025 Q3
|
11/6/2025 |
85
|
$210 M
|