| NOVEM GROUP |
2024 Q4
|
2/18/2025 |
542
|
$690 M
|
| Lantern Wealth Advisors, LLC |
2024 Q4
|
2/18/2025 |
134
|
$150 M
|
| NCM Capital Management, LLC |
2024 Q4
|
2/18/2025 |
170
|
$220 M
|
| Pinnacle Financial Group, LLC / IL |
2024 Q4
|
2/18/2025 |
84
|
$260 M
|
| White Knight Strategic Wealth Advisors, LLC |
2024 Q4
|
2/18/2025 |
109
|
$240 M
|
| Kolinsky Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
176
|
$160 M
|
| Royal Capital Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
85
|
$140 M
|
| PharVision Advisers, LLC |
2024 Q4
|
2/18/2025 |
380
|
$120 M
|
| Frazier Life Sciences Management, L.P. |
2024 Q4
|
2/18/2025 |
50
|
$2.4 B
|
| Orion Capital Management LLC |
2024 Q4
|
2/18/2025 |
478
|
$230 M
|
| Focus Partners Advisor Solutions, LLC |
2024 Q4
|
2/18/2025 |
770
|
$5.9 B
|
| Continuum Advisory, LLC |
2024 Q4
|
2/18/2025 |
1,856
|
$780 M
|
| Financial Avengers, Inc. |
2024 Q4
|
2/18/2025 |
161
|
$210 M
|
| McCarthy Asset Management, Inc. |
2024 Q4
|
2/18/2025 |
25
|
$140 M
|
| DCM Advisors, LLC |
2024 Q4
|
2/18/2025 |
38
|
$210 M
|
| Two Seas Capital LP |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
34
|
$1.2 B
|
| Kinloch Capital, LLC |
2024 Q4
|
2/18/2025 |
77
|
$200 M
|
| Elequin Capital, LP |
2024 Q4
|
2/18/2025 |
516
|
$1.3 B
|
| MONOGRAPH WEALTH ADVISORS, LLC |
2024 Q4
|
2/18/2025 |
114
|
$760 M
|
| Principal Street Partners, LLC |
2024 Q4
|
2/18/2025 |
238
|
$510 M
|
| Delta Investment Management, LLC |
2024 Q4
|
2/18/2025 |
254
|
$510 M
|
| Poehling Capital Management, INC. |
2024 Q4
|
2/18/2025 |
135
|
$410 M
|
| Vanguard Capital Wealth Advisors |
2024 Q4
|
2/18/2025 |
113
|
$92 M
|
| McIlrath & Eck, LLC |
2024 Q4
|
2/18/2025 |
973
|
$780 M
|
| Adalta Capital Management LLC |
2024 Q4
|
2/18/2025 |
124
|
$190 M
|
| RB Capital Management, LLC |
2024 Q4
|
2/18/2025 |
190
|
$440 M
|
| Krensavage Asset Management, LLC |
2024 Q4
|
2/18/2025 |
12
|
$170 M
|
| Silicon Valley Community Foundation |
2024 Q3
|
2/18/2025 |
20
|
$2.4 B
|
| Silicon Valley Community Foundation |
2024 Q4
|
2/18/2025 |
4
|
$2.0 B
|
| Connective Capital Management, LLC |
2024 Q4
|
2/18/2025 |
68
|
$86 M
|
| Pinkerton Retirement Specialists, LLC |
2024 Q4
|
2/18/2025 |
129
|
$690 M
|
| AWM Investment Company, Inc. |
2024 Q4
|
2/18/2025 |
87
|
$820 M
|
| First Heartland Consultants, Inc. |
2024 Q4
|
2/18/2025 |
448
|
$980 M
|
| MidWestOne Financial Group, Inc. |
2024 Q4
|
2/18/2025 |
366
|
$710 M
|
| Knoll Capital Management, LLC |
2024 Q4
|
2/18/2025 |
35
|
$160 M
|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
2024 Q4
|
2/18/2025 |
728
|
$17 B
|
| OBERNDORF WILLIAM E |
2024 Q4
|
2/18/2025 |
7
|
$60 M
|
| AMES NATIONAL CORP |
2024 Q4
|
2/18/2025 |
121
|
$150 M
|
| CASTLEARK MANAGEMENT LLC |
2024 Q4
|
2/18/2025 |
283
|
$2.9 B
|
| CSS LLC/IL |
2024 Q4
|
2/18/2025 |
955
|
$2.3 B
|
| DAILY JOURNAL CORP |
2024 Q4
|
2/18/2025 |
4
|
$210 M
|
| PARADIGM CAPITAL MANAGEMENT INC/NY |
2024 Q4
|
2/18/2025 |
193
|
$2.2 B
|
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC |
2024 Q4
|
2/18/2025 |
11
|
$120 M
|
| Neo Ivy Capital Management |
2024 Q4
|
2/18/2025 |
258
|
$500 M
|
| Wick Capital Partners, LLC |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
93
|
$340 M
|
| McMill Wealth Management |
2024 Q4
|
2/18/2025 |
44
|
$250 M
|
| Centerstone Investors, LLC |
2024 Q4
|
2/18/2025 |
27
|
$65 M
|
| Pacific Point Advisors, LLC |
2024 Q4
|
2/18/2025 |
117
|
$160 M
|
| Krensavage Asset Management, LLC |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
12
|
$170 M
|
| Helium Advisors LLC |
2024 Q4
|
2/18/2025 |
101
|
$130 M
|
| US Asset Management LLC |
2024 Q4
|
2/18/2025 |
122
|
$110 M
|
| Strait & Sound Wealth Management LLC |
2024 Q4
|
2/18/2025 |
149
|
$220 M
|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2024 Q4
|
2/18/2025 |
193
|
$110 M
|
| VEGA INVESTMENT SOLUTIONS |
2024 Q4
|
2/18/2025 |
79
|
$120 M
|
| Western Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
277
|
$330 M
|
| Hudson Value Partners, LLC |
2024 Q4 - NEW HOLDINGS
|
2/18/2025 |
1
|
$4.9 M
|
| CAPE COD FIVE CENTS SAVINGS BANK |
2024 Q4
|
2/18/2025 |
305
|
$1.1 B
|
| ECLIPSE VENTURES, LLC |
2024 Q4
|
2/18/2025 |
1
|
$17 M
|
| Keystone Financial Group |
2024 Q3 - RESTATEMENT
|
2/18/2025 |
352
|
$770 M
|
| CAPE COD FIVE CENTS SAVINGS BANK |
2024 Q3 - RESTATEMENT
|
2/18/2025 |
305
|
$1.1 B
|
| GTS SECURITIES LLC |
2024 Q4
|
2/18/2025 |
1,216
|
$2.1 B
|
| Alpine Global Management, LLC |
2024 Q4 - NEW HOLDINGS
|
2/18/2025 |
173
|
$340 M
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
417
|
$29 B
|
| American Trust |
2024 Q4
|
2/18/2025 |
313
|
$1.3 B
|
| Brickwood Asset Management LLP |
2024 Q4
|
2/18/2025 |
4
|
$130 M
|
| Mittelman Wealth Management |
2024 Q4
|
2/18/2025 |
31
|
$110 M
|
| Sunbelt Securities, Inc. |
2024 Q4
|
2/18/2025 |
1,815
|
$1.1 B
|
| Spinnaker Capital LTD |
2024 Q4
|
2/18/2025 |
1
|
$0
|
| BIP Alliance, LLC |
2024 Q4
|
2/18/2025 |
48
|
$240 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2024 Q4
|
2/18/2025 |
54
|
$110 M
|
| Breed's Hill Capital LLC |
2024 Q4
|
2/18/2025 |
228
|
$190 M
|
| Vise Technologies, Inc. |
2024 Q4
|
2/18/2025 |
816
|
$1.2 B
|
| BCK Capital Management LP |
2024 Q4
|
2/18/2025 |
70
|
$140 M
|
| Value Aligned Research Advisors, LLC |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
47
|
$370 M
|
| Retirement Planning Group, LLC |
2024 Q4
|
2/18/2025 |
277
|
$2.0 B
|
| Pettinga Financial Advisors LLC |
2024 Q4
|
2/18/2025 |
124
|
$440 M
|
| AAF Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
47
|
$200 M
|
| SYLEBRA CAPITAL LLC |
2024 Q4
|
2/18/2025 |
26
|
$3.6 B
|
| Pinnacle Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
35
|
$90 M
|
| Navalign, LLC |
2024 Q4
|
2/18/2025 |
116
|
$340 M
|
| Wolf Group Capital Advisors |
2024 Q4
|
2/18/2025 |
102
|
$210 M
|
| Northwest Bank & Trust Co |
2024 Q4
|
2/18/2025 |
199
|
$140 M
|
| Fourth Dimension Wealth, LLC |
2024 Q4
|
2/18/2025 |
629
|
$190 M
|
| Burgundy Asset Management Ltd. |
2024 Q4
|
2/18/2025 |
104
|
$9.9 B
|
| Stonebridge Financial Planning Group, LLC |
2024 Q4
|
2/18/2025 |
159
|
$220 M
|
| Blue Fin Capital, Inc. |
2024 Q4
|
2/18/2025 |
137
|
$540 M
|
| HEADINVEST, LLC |
2024 Q4
|
2/18/2025 |
231
|
$530 M
|
| Gordian Capital Singapore Pte Ltd |
2024 Q4
|
2/18/2025 |
164
|
$190 M
|
| Investmark Advisory Group LLC |
2024 Q4
|
2/18/2025 |
115
|
$200 M
|
| CITY NATIONAL BANK OF FLORIDA /MSD |
2024 Q4
|
2/18/2025 |
120
|
$110 M
|
| Palisades Investment Partners, LLC |
2024 Q4
|
2/18/2025 |
41
|
$240 M
|
| Palisades Investment Partners, LLC |
2024 Q3
|
2/18/2025 |
40
|
$230 M
|
| Connecticut Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
310
|
$2.0 B
|
| Palisades Investment Partners, LLC |
2024 Q2
|
2/18/2025 |
40
|
$200 M
|
| JT Stratford LLC |
2024 Q4
|
2/18/2025 |
291
|
$610 M
|
| Cornerstone Advisory, LLC |
2024 Q4
|
2/18/2025 |
233
|
$880 M
|
| Pacific Center for Financial Services |
2024 Q4
|
2/18/2025 |
526
|
$390 M
|
| Highview Capital Management LLC/DE/ |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
119
|
$260 M
|
| INSPIRE TRUST CO, N.A. |
2024 Q4
|
2/18/2025 |
114
|
$390 M
|
| Saltoro Capital, LP |
2024 Q4
|
2/18/2025 |
1
|
$30 k
|