| Foundry Partners, LLC |
2025 Q1
|
5/5/2025 |
259
|
$1.9 B
|
| Csenge Advisory Group |
2025 Q1
|
5/5/2025 |
662
|
$1.8 B
|
| AMG National Trust Bank |
2025 Q1
|
5/5/2025 |
618
|
$3.6 B
|
| Madison International Realty Holdings, LLC |
2025 Q1
|
5/5/2025 |
2
|
$170 M
|
| St. Louis Trust Co |
2025 Q1
|
5/5/2025 |
185
|
$690 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/5/2025 |
121
|
$310 M
|
| ARQ WEALTH ADVISORS, LLC |
2025 Q1
|
5/5/2025 |
99
|
$270 M
|
| Partners in Financial Planning |
2022 Q1
|
5/5/2025 |
90
|
$320 M
|
| Formidable Asset Management, LLC |
2025 Q1
|
5/5/2025 |
384
|
$600 M
|
| AMH Equity Ltd |
2025 Q1
|
5/5/2025 |
53
|
$66 M
|
| Partners in Financial Planning |
2022 Q2
|
5/5/2025 |
94
|
$310 M
|
| Mystic Asset Management, Inc. |
2025 Q1
|
5/5/2025 |
224
|
$380 M
|
| Partners in Financial Planning |
2022 Q3
|
5/5/2025 |
90
|
$350 M
|
| Auxano Advisors, LLC |
2025 Q1
|
5/5/2025 |
162
|
$380 M
|
| ODonnell Financial Services, LLC |
2025 Q1
|
5/5/2025 |
49
|
$240 M
|
| BERNZOTT CAPITAL ADVISORS |
2025 Q1
|
5/5/2025 |
38
|
$200 M
|
| Allegiance Financial Group Advisory Services LLC |
2025 Q1
|
5/5/2025 |
140
|
$330 M
|
| Adaptive Financial Consulting, LLC |
2025 Q1
|
5/5/2025 |
20
|
$230 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2025 Q1
|
5/5/2025 |
50
|
$150 M
|
| WILLNER & HELLER, LLC |
2025 Q1
|
5/5/2025 |
146
|
$110 M
|
| Partners in Financial Planning |
2022 Q4
|
5/5/2025 |
90
|
$360 M
|
| Private Advisor Group, LLC |
2025 Q1
|
5/5/2025 |
2,356
|
$17 B
|
| NWAM LLC |
2025 Q1
|
5/5/2025 |
504
|
$1.2 B
|
| Pavion Blue Capital, LLC |
2025 Q1
|
5/5/2025 |
102
|
$210 M
|
| EQ LLC |
2025 Q1
|
5/5/2025 |
65
|
$210 M
|
| Diversify Advisory Services, LLC |
2025 Q1
|
5/5/2025 |
632
|
$1.6 B
|
| Wolfstich Capital, LLC |
2025 Q1
|
5/5/2025 |
14
|
$52 M
|
| FLC Capital Advisors |
2025 Q1
|
5/5/2025 |
184
|
$450 M
|
| CAPITAL MANAGEMENT CORP /VA |
2025 Q1
|
5/5/2025 |
78
|
$580 M
|
| PING CAPITAL MANAGEMENT, INC. |
2025 Q1
|
5/5/2025 |
85
|
$270 M
|
| Muzinich & Co., Inc. |
2025 Q1
|
5/5/2025 |
56
|
$180 M
|
| Coleford Investment Management Ltd. |
2025 Q1
|
5/5/2025 |
20
|
$360 M
|
| JMG Financial Group, Ltd. |
2025 Q1
|
5/5/2025 |
120
|
$3.0 B
|
| Tabor Asset Management, LP |
2025 Q1
|
5/5/2025 |
209
|
$270 M
|
| HUSSMAN STRATEGIC ADVISORS, INC. |
2025 Q1
|
5/5/2025 |
232
|
$410 M
|
| Lipe & Dalton |
2025 Q1
|
5/5/2025 |
89
|
$180 M
|
| OUTFITTER FINANCIAL LLC |
2025 Q1
|
5/5/2025 |
76
|
$110 M
|
| Mandatum Life Insurance Co Ltd |
2025 Q1
|
5/5/2025 |
74
|
$330 M
|
| Archer Investment Corp |
2025 Q1
|
5/5/2025 |
1,159
|
$390 M
|
| Jackson Creek Investment Advisors LLC |
2025 Q1
|
5/5/2025 |
286
|
$310 M
|
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/5/2025 |
66
|
$140 M
|
| Evergreen Wealth Management, LLC |
2025 Q1
|
5/5/2025 |
54
|
$170 M
|
| Yeomans Consulting Group, Inc. |
2025 Q1
|
5/5/2025 |
68
|
$260 M
|
| Darden Wealth Group Inc |
2025 Q1
|
5/5/2025 |
98
|
$130 M
|
| Pictet Asset Management Holding SA |
2025 Q1
|
5/5/2025 |
2,009
|
$90 B
|
| C WorldWide Group Holding A/S |
2025 Q1
|
5/5/2025 |
92
|
$8.1 B
|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2025 Q1
|
5/5/2025 |
93
|
$180 M
|
| Migdal Insurance & Financial Holdings Ltd. |
2025 Q1
|
5/5/2025 |
407
|
$7.1 B
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2025 Q1
|
5/5/2025 |
65
|
$610 M
|
| Sachetta, LLC |
2025 Q1
|
5/2/2025 |
1,361
|
$240 M
|
| Armor Investment Advisors, LLC |
2025 Q1
|
5/2/2025 |
154
|
$240 M
|
| SATURNA CAPITAL CORP |
2025 Q1
|
5/2/2025 |
149
|
$6.7 B
|
| PECAUT & CO. |
2025 Q1
|
5/2/2025 |
77
|
$290 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2025 Q1
|
5/2/2025 |
214
|
$670 M
|
| RP Management, LLC |
2025 Q1
|
5/2/2025 |
4
|
$140 M
|
| Independent Wealth Network Inc. |
2025 Q1
|
5/2/2025 |
245
|
$250 M
|
| Carson Advisory Inc. |
2025 Q1
|
5/2/2025 |
164
|
$150 M
|
| Markel Group Inc. |
2025 Q1
|
5/2/2025 |
217
|
$11 B
|
| Midwest Heritage Bank, FSB |
2025 Q1
|
5/2/2025 |
59
|
$240 M
|
| Hoya Capital Real Estate, LLC |
2025 Q1
|
5/2/2025 |
8
|
$5.1 M
|
| FLEMING JAMES B JR |
2025 Q1
|
5/2/2025 |
3
|
$63 M
|
| GENERAL AMERICAN INVESTORS CO INC |
2025 Q1
|
5/2/2025 |
67
|
$1.4 B
|
| MACKENZIE FINANCIAL CORP |
2024 Q4 - NEW HOLDINGS
|
5/2/2025 |
1,692
|
$73 B
|
| BURLING WEALTH PARTNERS, LLC |
2025 Q1
|
5/2/2025 |
165
|
$470 M
|
| Wildcat Capital Management, LLC |
2025 Q1
|
5/2/2025 |
8
|
$190 M
|
| Retirement Planning Co of New England, Inc. |
2025 Q1
|
5/2/2025 |
224
|
$380 M
|
| REGENERON PHARMACEUTICALS, INC. |
2025 Q1
|
5/2/2025 |
6
|
$1.2 B
|
| ACAS, LLC |
2025 Q1
|
5/2/2025 |
85
|
$130 M
|
| RWQ Financial Management Services, Inc. |
2025 Q1
|
5/2/2025 |
23
|
$150 M
|
| Hardy Reed LLC |
2025 Q1
|
5/2/2025 |
237
|
$1.1 B
|
| CVS HEALTH Corp |
2025 Q1
|
5/2/2025 |
3
|
$170 M
|
| Richard C. Young & CO., LTD. |
2025 Q1
|
5/2/2025 |
86
|
$930 M
|
| FORTE CAPITAL LLC /ADV |
2025 Q1
|
5/2/2025 |
236
|
$840 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/2/2025 |
178
|
$29 B
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2025 Q1
|
5/2/2025 |
349
|
$4.3 B
|
| Forum Financial Management, LP |
2025 Q1
|
5/2/2025 |
968
|
$6.0 B
|
| COOKE & BIELER LP |
2025 Q1
|
5/2/2025 |
147
|
$10 B
|
| KM Capital Management Ltd. |
2025 Q1
|
5/2/2025 |
54
|
$190 M
|
| Bear Mountain Capital, Inc. |
2025 Q1
|
5/2/2025 |
344
|
$260 M
|
| Fortis Group Advisors, LLC |
2025 Q1
|
5/2/2025 |
566
|
$520 M
|
| Pettee Investors, Inc. |
2025 Q1
|
5/2/2025 |
110
|
$170 M
|
| Asset Advisors Investment Management, LLC |
2025 Q1
|
5/2/2025 |
113
|
$950 M
|
| BAILARD, INC. |
2025 Q1
|
5/2/2025 |
735
|
$3.9 B
|
| Carrhae Capital LLP |
2025 Q1
|
5/2/2025 |
24
|
$1.4 B
|
| Fee-Only Financial Planning, L.C. |
2025 Q1
|
5/2/2025 |
41
|
$150 M
|
| EASTERLY INVESTMENT PARTNERS LLC |
2025 Q1
|
5/2/2025 |
193
|
$1.2 B
|
| Kooman & Associates |
2025 Q1
|
5/2/2025 |
46
|
$270 M
|
| Nicholas Hoffman & Company, LLC. |
2025 Q1
|
5/2/2025 |
1
|
$790 M
|
| Kingsview Wealth Management, LLC |
2025 Q1
|
5/2/2025 |
1,206
|
$5.3 B
|
| Montis Financial, LLC |
2025 Q1
|
5/2/2025 |
144
|
$340 M
|
| Members Trust Co |
2025 Q1
|
5/2/2025 |
152
|
$2.9 B
|
| Frederick Financial Consultants, LLC |
2025 Q1
|
5/2/2025 |
91
|
$140 M
|
| MTC Wealth Management LLC |
2025 Q1
|
5/2/2025 |
13
|
$200 M
|
| Concord Wealth Partners |
2025 Q1
|
5/2/2025 |
815
|
$610 M
|
| Graypoint LLC |
2025 Q1
|
5/2/2025 |
506
|
$1.6 B
|
| Dynasty Wealth Management, LLC |
2025 Q1
|
5/2/2025 |
248
|
$6.0 B
|
| Burns Matteson Capital Management, LLC |
2025 Q1
|
5/2/2025 |
176
|
$190 M
|
| Litman Gregory Wealth Management LLC |
2025 Q1
|
5/2/2025 |
138
|
$1.2 B
|
| Ascent Wealth Partners, LLC |
2025 Q1
|
5/2/2025 |
166
|
$750 M
|
| Granger Management LLC |
2025 Q1
|
5/2/2025 |
5
|
$280 M
|