| Broadcrest Asset Management, LLC |
2025 Q3
|
11/3/2025 |
7
|
$44 M
|
| Treasure Coast Financial Planning |
2025 Q3
|
11/3/2025 |
44
|
$180 M
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2025 Q3
|
11/3/2025 |
56
|
$220 M
|
| Advantage Trust Co |
2025 Q3
|
11/3/2025 |
242
|
$220 M
|
| Impact Partnership Wealth, LLC |
2025 Q3
|
11/3/2025 |
309
|
$670 M
|
| Cypress Capital Group |
2025 Q3
|
11/3/2025 |
271
|
$840 M
|
| Ritter Daniher Financial Advisory LLC / DE |
2025 Q3
|
11/3/2025 |
467
|
$570 M
|
| Schiavi & Co LLC |
2025 Q3
|
11/3/2025 |
44
|
$300 M
|
| Alpha Cubed Investments, LLC |
2025 Q3
|
11/3/2025 |
297
|
$2.9 B
|
| VALLEY WEALTH MANAGERS, INC. |
2025 Q3
|
11/3/2025 |
496
|
$1.5 B
|
| CONTINENTAL ADVISORS LLC |
2025 Q3
|
11/3/2025 |
41
|
$230 M
|
| Carl P. Sherr & Co., LLC |
2025 Q3
|
11/3/2025 |
118
|
$210 M
|
| Wealth Management Nebraska |
2025 Q3
|
11/3/2025 |
92
|
$840 M
|
| Tandem Investment Advisors, Inc. |
2025 Q3
|
11/3/2025 |
80
|
$2.9 B
|
| HICKS CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/3/2025 |
28
|
$61 M
|
| Social Capital Group LLC |
2025 Q3
|
11/3/2025 |
1
|
$0
|
| BENEDICT FINANCIAL ADVISORS INC |
2025 Q3
|
11/3/2025 |
129
|
$460 M
|
| Pandora Wealth, Inc. |
2025 Q3
|
11/3/2025 |
226
|
$170 M
|
| Gagnon Advisors, LLC |
2025 Q3
|
11/3/2025 |
24
|
$160 M
|
| GAGNON SECURITIES LLC |
2025 Q3
|
11/3/2025 |
86
|
$500 M
|
| Summit Global Investments |
2025 Q3
|
11/3/2025 |
462
|
$1.7 B
|
| Capital Investment Services of America, Inc. |
2025 Q3
|
11/3/2025 |
84
|
$1.1 B
|
| MTM Investment Management, LLC |
2025 Q3
|
11/3/2025 |
726
|
$310 M
|
| Patton Albertson Miller Group, LLC |
2025 Q3
|
11/3/2025 |
207
|
$830 M
|
| Golden State Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
1,719
|
$910 M
|
| Foundations Investment Advisors, LLC |
2025 Q3
|
11/3/2025 |
1,047
|
$6.9 B
|
| Ruffer LLP |
2025 Q3
|
11/3/2025 |
101
|
$1.8 B
|
| RMR Capital Management, LLC |
2025 Q3
|
11/3/2025 |
80
|
$140 M
|
| Cloud Capital Management, LLC |
2025 Q3
|
11/3/2025 |
1,591
|
$190 M
|
| Paulson Wealth Management Inc. |
2025 Q3
|
11/3/2025 |
136
|
$420 M
|
| Joule Financial, LLC |
2025 Q3
|
11/3/2025 |
115
|
$330 M
|
| HOLLENCREST CAPITAL MANAGEMENT |
2025 Q3
|
11/3/2025 |
1,148
|
$2.8 B
|
| Strategic Advisors LLC |
2025 Q3
|
11/3/2025 |
185
|
$620 M
|
| Paragon Advisors, LLC |
2025 Q3
|
11/3/2025 |
77
|
$390 M
|
| GPS Wealth Strategies Group, LLC |
2025 Q3
|
11/3/2025 |
1,664
|
$950 M
|
| Eos Management, L.P. |
2025 Q3
|
11/3/2025 |
43
|
$250 M
|
| Kapitalo Investimentos Ltda |
2025 Q3
|
11/3/2025 |
64
|
$540 M
|
| Gifford Fong Associates |
2025 Q3
|
11/3/2025 |
122
|
$480 M
|
| Smith Asset Management Co., LLC |
2025 Q2
|
11/3/2025 |
69
|
$120 M
|
| AFBI LP |
2025 Q3
|
11/3/2025 |
1
|
$51 M
|
| Tidemark, LLC |
2025 Q3
|
11/3/2025 |
673
|
$340 M
|
| AE Wealth Management LLC |
2025 Q3
|
11/3/2025 |
23,163
|
$16 B
|
| Archer Investment Corp |
2025 Q3
|
11/3/2025 |
1,212
|
$440 M
|
| ArborFi Advisors, LLC |
2025 Q3
|
11/3/2025 |
49
|
$120 M
|
| Laurus Global Equity Management Inc. |
2025 Q3
|
11/3/2025 |
43
|
$150 M
|
| BIRCHBROOK, INC. |
2025 Q3
|
11/3/2025 |
270
|
$190 M
|
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/3/2025 |
120
|
$230 M
|
| Addison Capital Co |
2025 Q3
|
11/3/2025 |
143
|
$340 M
|
| LRI Investments, LLC |
2025 Q3
|
11/3/2025 |
1,677
|
$1.2 B
|
| Vickerman Investment Advisors, Inc. |
2025 Q3
|
11/3/2025 |
80
|
$490 M
|
| Curative Ventures V LLC |
2025 Q3
|
11/3/2025 |
1
|
$34 M
|
| CORRADO ADVISORS, LLC |
2025 Q3
|
11/3/2025 |
118
|
$190 M
|
| Financial Security Advisor, Inc. |
2025 Q3
|
11/3/2025 |
144
|
$470 M
|
| Stack Financial Management, Inc |
2025 Q3
|
11/3/2025 |
51
|
$1.2 B
|
| Private Wealth Asset Management, LLC |
2025 Q3
|
11/3/2025 |
1,093
|
$850 M
|
| Activest Wealth Management |
2025 Q3
|
11/3/2025 |
1,230
|
$490 M
|
| GREAT LAKES ADVISORS, LLC |
2025 Q3
|
11/3/2025 |
1,681
|
$12 B
|
| Stone Ridge Holdings Group LP |
2025 Q3
|
11/3/2025 |
13
|
$140 M
|
| FIDELIS CAPITAL PARTNERS, LLC |
2025 Q3
|
11/3/2025 |
489
|
$1.3 B
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q2 - RESTATEMENT
|
11/3/2025 |
381
|
$1.5 B
|
| FLOSSBACH VON STORCH SE |
2025 Q3
|
11/3/2025 |
119
|
$25 B
|
| one8zero8, LLC |
2025 Q3
|
11/3/2025 |
252
|
$460 M
|
| JSF Financial, LLC |
2025 Q3
|
11/3/2025 |
128
|
$450 M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2025 Q3
|
11/3/2025 |
105
|
$120 M
|
| Coastal Bridge Advisors, LLC |
2025 Q3
|
11/3/2025 |
462
|
$1.3 B
|
| Chesapeake Wealth Management |
2025 Q3
|
11/3/2025 |
266
|
$330 M
|
| Traynor Capital Management, Inc. |
2025 Q3
|
11/3/2025 |
364
|
$1.8 B
|
| Field & Main Bank |
2025 Q3
|
11/3/2025 |
269
|
$340 M
|
| AustralianSuper Pty Ltd |
2025 Q3
|
11/3/2025 |
286
|
$22 B
|
| Mirae Asset Global Investments Co., Ltd. |
2025 Q3
|
11/3/2025 |
2,355
|
$32 B
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2025 Q3
|
11/3/2025 |
164
|
$960 M
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2025 Q3
|
11/3/2025 |
89
|
$140 M
|
| Annis Gardner Whiting Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
1,179
|
$480 M
|
| Investor's Fiduciary Advisor Network, LLC |
2025 Q3
|
11/3/2025 |
236
|
$300 M
|
| NEW YORK STATE COMMON RETIREMENT FUND |
2025 Q3
|
11/3/2025 |
3,182
|
$77 B
|
| TD Waterhouse Canada Inc. |
2025 Q3
|
11/3/2025 |
2,064
|
$15 B
|
| Crumly & Associates Inc. |
2025 Q3
|
11/3/2025 |
193
|
$460 M
|
| Bank of New York Mellon Corp |
2025 Q3
|
11/3/2025 |
32,572
|
$560 B
|
| INNEALTA CAPITAL, LLC |
2025 Q3
|
11/3/2025 |
107
|
$200 M
|
| Ballentine Partners, LLC |
2025 Q3
|
11/3/2025 |
2,270
|
$7.2 B
|
| Oxler Private Wealth LLC |
2025 Q3
|
11/3/2025 |
90
|
$340 M
|
| Retirement Planning Co of New England, Inc. |
2025 Q3
|
11/3/2025 |
246
|
$250 M
|
| Independence Asset Advisors, LLC |
2025 Q3
|
11/3/2025 |
19
|
$240 M
|
| Mystic Asset Management, Inc. |
2025 Q3
|
11/3/2025 |
223
|
$440 M
|
| RAM Investment Partners, LLC |
2025 Q3
|
11/3/2025 |
171
|
$530 M
|
| Ashford Advisors, LLC |
2025 Q3
|
11/3/2025 |
20
|
$450 M
|
| Rockline Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
103
|
$480 M
|
| Valeo Financial Advisors, LLC |
2025 Q3
|
11/3/2025 |
840
|
$4.4 B
|
| CAMBIAR INVESTORS LLC |
2025 Q3
|
11/3/2025 |
140
|
$2.2 B
|
| Exane Asset Management |
2025 Q3
|
11/3/2025 |
34
|
$300 M
|
| Florin Court Capital LLP |
2025 Q3
|
11/3/2025 |
37
|
$130 M
|
| Cypress Capital Management LLC (WY) |
2025 Q3
|
11/3/2025 |
179
|
$110 M
|
| HUSSMAN STRATEGIC ADVISORS, INC. |
2025 Q3
|
11/3/2025 |
270
|
$460 M
|
| WASHINGTON UNIVERSITY |
2025 Q3
|
11/3/2025 |
3
|
$180 M
|
| SummerHaven Investment Management, LLC |
2025 Q3
|
11/3/2025 |
196
|
$170 M
|
| American Institute for Advanced Investment Management, LLP |
2025 Q3
|
11/3/2025 |
147
|
$150 M
|
| FEDERATED HERMES, INC. |
2025 Q3
|
11/3/2025 |
4,188
|
$57 B
|
| PECAUT & CO. |
2025 Q3
|
11/3/2025 |
79
|
$310 M
|
| TOBIAS FINANCIAL ADVISORS, INC. |
2025 Q3
|
11/3/2025 |
132
|
$660 M
|
| State of New Jersey Common Pension Fund E |
2025 Q3
|
11/3/2025 |
1
|
$87 M
|