| COTTONWOOD CAPITAL ADVISORS, LLC |
2025 Q2
|
7/29/2025 |
131
|
$150 M
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2025 Q2
|
7/29/2025 |
38
|
$21 M
|
| Otter Creek Advisors, LLC |
2025 Q2
|
7/29/2025 |
40
|
$140 M
|
| AKUNA SECURITIES LLC |
2025 Q2
|
7/29/2025 |
13
|
$20 B
|
| CapWealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
103
|
$1.0 B
|
| Financial Futures Ltd Liability Co. |
2025 Q2
|
7/29/2025 |
63
|
$190 M
|
| ALBERT D MASON INC |
2025 Q2
|
7/29/2025 |
143
|
$140 M
|
| Spectrum Investment Advisors, Inc. |
2025 Q2
|
7/29/2025 |
24
|
$170 M
|
| Stordahl Capital Management, Inc. |
2025 Q2
|
7/29/2025 |
64
|
$450 M
|
| Palliser Capital (UK) Ltd |
2025 Q2
|
7/29/2025 |
5
|
$140 M
|
| Nicholson Wealth Management Group, LLC |
2025 Q2
|
7/29/2025 |
107
|
$160 M
|
| Carmel Capital Partners, LLC |
2025 Q2
|
7/29/2025 |
154
|
$290 M
|
| Liquid Strategies, LLC |
2025 Q2
|
7/29/2025 |
7
|
$460 M
|
| Yoffe Investment Management, LLC |
2025 Q2
|
7/29/2025 |
114
|
$73 M
|
| Catawba River Capital |
2025 Q2
|
7/29/2025 |
18
|
$200 M
|
| VELA Investment Management, LLC |
2025 Q2
|
7/29/2025 |
161
|
$370 M
|
| Chevy Chase Trust Holdings, LLC |
2025 Q2
|
7/29/2025 |
1,147
|
$34 B
|
| Tweedy, Browne Co LLC |
2025 Q2
|
7/29/2025 |
91
|
$1.1 B
|
| EASTERLY INVESTMENT PARTNERS LLC |
2025 Q2
|
7/29/2025 |
197
|
$1.4 B
|
| First National Bank of Hutchinson |
2025 Q2
|
7/29/2025 |
157
|
$160 M
|
| Cannon Global Investment Management, LLC |
2025 Q2
|
7/29/2025 |
68
|
$49 M
|
| Huntleigh Advisors, Inc. |
2025 Q2
|
7/29/2025 |
270
|
$520 M
|
| Portman Square Capital LLP |
2025 Q2
|
7/29/2025 |
177
|
$3.4 B
|
| JTC Employer Solutions Trustee Ltd |
2025 Q2
|
7/29/2025 |
310
|
$1.0 B
|
| Dale Q Rice Investment Management Ltd |
2025 Q2
|
7/29/2025 |
67
|
$120 M
|
| Rodgers & Associates, LTD |
2025 Q2
|
7/29/2025 |
103
|
$910 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
213
|
$1.3 B
|
| HARTLINE INVESTMENT CORP/ |
2025 Q2
|
7/29/2025 |
104
|
$880 M
|
| Applied Finance Capital Management, LLC |
2025 Q2
|
7/29/2025 |
308
|
$1.5 B
|
| Riverbend Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
135
|
$130 M
|
| Compound Global Advisors, LLC |
2025 Q2
|
7/29/2025 |
17
|
$1.1 M
|
| Financial Guidance Group, Inc. |
2025 Q2
|
7/29/2025 |
84
|
$210 M
|
| Oriental Harbor Investment Master Fund |
2025 Q2 - RESTATEMENT
|
7/29/2025 |
13
|
$1.1 B
|
| Sage Private Wealth Group, LLC |
2025 Q2
|
7/29/2025 |
86
|
$160 M
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2025 Q2
|
7/29/2025 |
87
|
$210 M
|
| Coho Partners, Ltd. |
2025 Q2
|
7/29/2025 |
34
|
$1.3 B
|
| Roof Eidam Maycock Peralta, LLC |
2025 Q2
|
7/29/2025 |
125
|
$410 M
|
| Kraft, Davis & Associates, LLC |
2025 Q2
|
7/29/2025 |
139
|
$360 M
|
| Aubrey Capital Management Ltd |
2025 Q2
|
7/29/2025 |
46
|
$280 M
|
| ANGELES WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
429
|
$1.5 B
|
| Two West Capital Advisors LLC |
2025 Q2
|
7/29/2025 |
91
|
$150 M
|
| Vectors Research Management, LLC |
2025 Q2
|
7/29/2025 |
119
|
$290 M
|
| S-Bank Fund Management Ltd |
2025 Q2
|
7/29/2025 |
209
|
$680 M
|
| Portland Financial Advisors Inc |
2025 Q2
|
7/29/2025 |
67
|
$42 M
|
| Arista Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
249
|
$720 M
|
| Stratos Wealth Partners, LTD. |
2025 Q2
|
7/29/2025 |
1,418
|
$7.4 B
|
| AssuredPartners Investment Advisors, LLC |
2025 Q2
|
7/29/2025 |
239
|
$410 M
|
| Koa Wealth Management, LLC |
2025 Q2
|
7/29/2025 |
53
|
$130 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2025 Q2
|
7/29/2025 |
100
|
$150 M
|
| BXM Wealth LLC |
2025 Q2
|
7/29/2025 |
108
|
$84 M
|
| Stratos Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
669
|
$1.9 B
|
| PRIVATE TRUST CO NA |
2025 Q2
|
7/29/2025 |
2,476
|
$1.1 B
|
| Straight Path Wealth Management |
2025 Q2
|
7/29/2025 |
117
|
$290 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
2025 Q2
|
7/29/2025 |
74
|
$220 M
|
| Stratos Investment Management, LLC |
2025 Q2
|
7/29/2025 |
355
|
$2.2 B
|
| SilverOak Wealth Management LLC |
2025 Q2
|
7/29/2025 |
118
|
$530 M
|
| Mattson Financial Services, LLC |
2025 Q2
|
7/29/2025 |
164
|
$370 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2025 Q2
|
7/29/2025 |
222
|
$440 M
|
| Tide Cove Capital Partners LLC |
2025 Q2
|
7/29/2025 |
11
|
$130 M
|
| Oxbow Advisors, LLC |
2025 Q2
|
7/29/2025 |
209
|
$910 M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2025 Q2
|
7/29/2025 |
122
|
$570 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2025 Q2
|
7/29/2025 |
45
|
$210 M
|
| Values First Advisors, Inc. |
2025 Q2
|
7/29/2025 |
283
|
$180 M
|
| Graver Capital Management, LLC |
2025 Q2
|
7/29/2025 |
25
|
$110 M
|
| NORDEA INVESTMENT MANAGEMENT AB |
2025 Q2
|
7/29/2025 |
1,975
|
$110 B
|
| Empirical Asset Management, LLC |
2025 Q2
|
7/29/2025 |
313
|
$320 M
|
| TFC Financial Management, Inc. |
2025 Q2
|
7/29/2025 |
972
|
$730 M
|
| CONSILIO WEALTH ADVISORS, LLC |
2025 Q2
|
7/29/2025 |
85
|
$280 M
|
| COMMONS CAPITAL, LLC |
2025 Q2
|
7/29/2025 |
110
|
$130 M
|
| PRAXIS INVESTMENT MANAGEMENT INC |
2025 Q2
|
7/29/2025 |
787
|
$1.6 B
|
| Harbor Asset Planning, Inc. |
2025 Q2
|
7/29/2025 |
1,923
|
$100 M
|
| Bellecapital International Ltd. |
2025 Q2
|
7/29/2025 |
136
|
$560 M
|
| BARLOW WEALTH PARTNERS, INC. |
2025 Q2
|
7/29/2025 |
134
|
$840 M
|
| Activest Wealth Management |
2025 Q2
|
7/29/2025 |
1,339
|
$410 M
|
| HOURGLASS CAPITAL, LLC |
2025 Q2
|
7/29/2025 |
106
|
$400 M
|
| Lancaster Investment Management |
2025 Q2
|
7/29/2025 |
8
|
$310 M
|
| Barden Capital Management, Inc. |
2025 Q2
|
7/28/2025 |
56
|
$110 M
|
| Werba Rubin Papier Wealth Management |
2025 Q2
|
7/28/2025 |
230
|
$530 M
|
| SEMITAM BONAM LLC |
2025 Q2
|
7/28/2025 |
45
|
$110 M
|
| Horst & Graben Wealth Management LLC |
2025 Q2
|
7/28/2025 |
173
|
$600 M
|
| Latitude Advisors, LLC |
2025 Q2
|
7/28/2025 |
204
|
$200 M
|
| Flagstone Financial Management |
2025 Q2
|
7/28/2025 |
59
|
$350 M
|
| Aware Super Pty Ltd as trustee of Aware Super |
2025 Q2
|
7/28/2025 |
240
|
$6.8 B
|
| Clearview Wealth Advisors LLC |
2025 Q2
|
7/28/2025 |
101
|
$140 M
|
| STABLEFORD CAPITAL II LLC |
2025 Q2
|
7/28/2025 |
130
|
$270 M
|
| Sincerus Advisory, LLC |
2025 Q2
|
7/28/2025 |
66
|
$110 M
|
| AIRE ADVISORS, LLC |
2025 Q2
|
7/28/2025 |
164
|
$520 M
|
| INCA Investments LLC |
2025 Q2
|
7/28/2025 |
10
|
$260 M
|
| Rockbridge Capital Management LLC |
2025 Q2
|
7/28/2025 |
27
|
$180 M
|
| Lesa Sroufe & Co |
2025 Q2
|
7/28/2025 |
70
|
$110 M
|
| WCM INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/28/2025 |
219
|
$44 B
|
| Creekside Partners |
2025 Q2
|
7/28/2025 |
171
|
$210 M
|
| Melia Wealth LLC |
2025 Q2
|
7/28/2025 |
21
|
$210 M
|
| Elmwood Wealth Management, Inc. |
2025 Q2
|
7/28/2025 |
131
|
$250 M
|
| Elefante Mark B |
2025 Q2
|
7/28/2025 |
224
|
$130 M
|
| Nadler Financial Group, Inc. |
2025 Q2
|
7/28/2025 |
132
|
$980 M
|
| CKW FINANCIAL GROUP |
2025 Q2
|
7/28/2025 |
190
|
$870 M
|
| Penbrook Management LLC |
2025 Q2 - NEW HOLDINGS
|
7/28/2025 |
102
|
$130 M
|
| BAKER BOYER NATIONAL BANK |
2025 Q2
|
7/28/2025 |
106
|
$290 M
|
| Evernest Financial Advisors, LLC |
2025 Q2
|
7/28/2025 |
171
|
$310 M
|