| Vance Wealth, Llc |
2025 Q2
|
8/13/2025, 05:30 PM |
118
|
$296M
|
| Seaview Investment Managers Llc |
2025 Q2 - Restatement
|
8/13/2025, 05:29 PM |
133
|
$472M
|
| Seven Springs Wealth Group, LLC |
2025 Q2
|
8/13/2025, 05:29 PM |
84
|
$404M
|
| Cheviot Value Management, LLC |
2025 Q2
|
8/13/2025, 05:28 PM |
431
|
$872M
|
| SageView Advisory Group, LLC |
2025 Q2
|
8/13/2025, 05:26 PM |
615
|
$2.64B
|
| Innovator Capital Management, LLC |
2025 Q2
|
8/13/2025, 05:25 PM |
11
|
$6.51M
|
| Cresset Asset Management, LLC |
2025 Q2
|
8/13/2025, 05:24 PM |
1624
|
$23.1B
|
| Strategic Family Wealth Counselors, L.L.C. |
2025 Q2
|
8/13/2025, 05:23 PM |
146
|
$351M
|
| Proactive Wealth Strategies LLC |
2025 Q2
|
8/13/2025, 05:23 PM |
135
|
$212M
|
| Archon Capital Management LLC |
2025 Q2
|
8/13/2025, 05:23 PM |
48
|
$122M
|
| Saiph Capital, LLC |
2025 Q2
|
8/13/2025, 05:23 PM |
65
|
$249M
|
| Finer Wealth Management, Inc. |
2025 Q2
|
8/13/2025, 05:23 PM |
86
|
$187M
|
| Gateway Wealth Partners, LLC |
2025 Q2
|
8/13/2025, 05:23 PM |
355
|
$527M
|
| Oaktree Fund Advisors, LLC |
2025 Q2
|
8/13/2025, 05:22 PM |
46
|
$57.6M
|
| Carroll Investors, Inc |
2025 Q2
|
8/13/2025, 05:21 PM |
31
|
$189M
|
| Tema Etfs Llc |
2025 Q2
|
8/13/2025, 05:21 PM |
165
|
$377M
|
| FTV Management Company, L.P. |
2025 Q2
|
8/13/2025, 05:20 PM |
1
|
$5.41M
|
| TCM Advisors, LLC |
2025 Q2
|
8/13/2025, 05:20 PM |
63
|
$120M
|
| Knollwood Investment Advisory, LLC |
2025 Q2
|
8/13/2025, 05:19 PM |
354
|
$1.04B
|
| Capital Advisors Wealth Management, LLC |
2025 Q2
|
8/13/2025, 05:19 PM |
191
|
$636M
|
| Lingotto Investment Management LLP |
2025 Q2
|
8/13/2025, 05:19 PM |
42
|
$4.65B
|
| Jb Capital Partners Lp |
2025 Q2
|
8/13/2025, 05:18 PM |
82
|
$540M
|
| Indus Capital Partners, Llc |
2025 Q2
|
8/13/2025, 05:18 PM |
4
|
$79.9M
|
| Oaktree Capital Management Lp |
2025 Q2
|
8/13/2025, 05:17 PM |
174
|
$5.05B
|
| CMC Financial Group |
2025 Q2
|
8/13/2025, 05:16 PM |
27
|
$43.8M
|
| Brown Advisory Inc |
2025 Q2
|
8/13/2025, 05:16 PM |
1357
|
$76B
|
| North Berkeley Wealth Management, LLC |
2025 Q2
|
8/13/2025, 05:14 PM |
64
|
$109M
|
| Four Tree Island Advisory LLC |
2025 Q2
|
8/13/2025, 05:14 PM |
20
|
$140M
|
| Hartford Funds Management Co LLC |
2025 Q2 - Restatement
|
8/13/2025, 05:14 PM |
96
|
$1.16B
|
| V3 Capital Management, L.P. |
2025 Q2
|
8/13/2025, 05:13 PM |
0
|
$0
|
| Amundi |
2025 Q2
|
8/13/2025, 05:13 PM |
1664
|
$288B
|
| North Berkeley Wealth Management, LLC |
2025 Q1
|
8/13/2025, 05:13 PM |
61
|
$96.1M
|
| New Harbor Financial Group, LLC |
2025 Q2
|
8/13/2025, 05:13 PM |
48
|
$436M
|
| Idaho Trust Co |
2025 Q2
|
8/13/2025, 05:13 PM |
106
|
$280M
|
| Quantum Portfolio Management LLC |
2025 Q2
|
8/13/2025, 05:12 PM |
232
|
$210M
|
| Hendershot Investments Inc. |
2025 Q2
|
8/13/2025, 05:12 PM |
129
|
$748M
|
| Shepherd Financial Partners LLC |
2025 Q2
|
8/13/2025, 05:12 PM |
240
|
$946M
|
| Harspring Capital Management, LLC |
2025 Q2
|
8/13/2025, 05:11 PM |
17
|
$284M
|
| Morton Community Bank |
2025 Q2
|
8/13/2025, 05:11 PM |
111
|
$402M
|
| Hengistbury Investment Partners LLP |
2025 Q2
|
8/13/2025, 05:10 PM |
3
|
$146M
|
| New Leaf Venture Partners, L.L.C. |
2025 Q2
|
8/13/2025, 05:10 PM |
8
|
$33M
|
| Rosenblum Silverman Sutton S F Inc /Ca |
2025 Q2
|
8/13/2025, 05:06 PM |
77
|
$413M
|
| Merck & Co., Inc. |
2025 Q2
|
8/13/2025, 05:05 PM |
13
|
$216M
|
| Avestar Capital, LLC |
2025 Q2
|
8/13/2025, 05:05 PM |
437
|
$1.37B
|
| Valinor Management, L.P. |
2025 Q2
|
8/13/2025, 05:03 PM |
1
|
$75.3M
|
| Financial & Tax Architects, LLC |
2025 Q2
|
8/13/2025, 05:03 PM |
93
|
$412M
|
| Vantagepoint Investment Advisers Llc |
2025 Q2
|
8/13/2025, 05:02 PM |
7
|
$997M
|
| Capula Management Ltd |
2025 Q2
|
8/13/2025, 05:02 PM |
249
|
$8.14B
|
| Standard Family Office LLC |
2025 Q2
|
8/13/2025, 05:01 PM |
29
|
$85.4M
|
| Thomas J. Herzfeld Advisors, Inc. |
2025 Q2
|
8/13/2025, 05:00 PM |
108
|
$280M
|
| Long Pond Capital, LP |
2025 Q2
|
8/13/2025, 05:00 PM |
28
|
$1.52B
|
| Flow Traders U.S. Llc |
2025 Q2
|
8/13/2025, 04:59 PM |
909
|
$2.71B
|
| RFP Financial Group LLC |
2025 Q2
|
8/13/2025, 04:59 PM |
92
|
$242M
|
| Qtron Investments LLC |
2025 Q2
|
8/13/2025, 04:59 PM |
404
|
$783M
|
| Diametric Capital, LP |
2025 Q2
|
8/13/2025, 04:58 PM |
315
|
$187M
|
| SCS Capital Management LLC |
2025 Q2
|
8/13/2025, 04:58 PM |
549
|
$9.02B
|
| M Holdings Securities, Inc. |
2025 Q2
|
8/13/2025, 04:57 PM |
157
|
$583M
|
| Marshall Wace, Llp |
2025 Q2
|
8/13/2025, 04:56 PM |
2480
|
$84.1B
|
| Portland Global Advisors LLC |
2025 Q2
|
8/13/2025, 04:56 PM |
140
|
$849M
|
| Milestone Investment Advisors LLC |
2025 Q2
|
8/13/2025, 04:55 PM |
124
|
$383M
|
| Greenhaven Road Investment Management, L.P. |
2025 Q2
|
8/13/2025, 04:55 PM |
18
|
$285M
|
| Mirabella Financial Services Llp |
2025 Q2
|
8/13/2025, 04:53 PM |
204
|
$953M
|
| Serenity Capital Management Pte. Ltd. |
2025 Q2
|
8/13/2025, 04:51 PM |
8
|
$236M
|
| Brown Capital Management Llc |
2025 Q2
|
8/13/2025, 04:50 PM |
83
|
$3.44B
|
| Epoch Investment Partners, Inc. |
2025 Q2
|
8/13/2025, 04:48 PM |
277
|
$19.3B
|
| Allium Financial Advisors, Llc |
2025 Q2
|
8/13/2025, 04:47 PM |
89
|
$136M
|
| Dodge & Cox |
2025 Q2
|
8/13/2025, 04:47 PM |
219
|
$178B
|
| Trigran Investments, Inc. |
2025 Q2
|
8/13/2025, 04:47 PM |
16
|
$575M
|
| Madrone Advisors, LLC |
2025 Q2
|
8/13/2025, 04:46 PM |
5
|
$720M
|
| Alpha Wave Global, LP |
2025 Q2
|
8/13/2025, 04:45 PM |
33
|
$928M
|
| Royal Fund Management, LLC |
2025 Q2
|
8/13/2025, 04:43 PM |
247
|
$938M
|
| Endeavour Capital Advisors Inc |
2025 Q2
|
8/13/2025, 04:43 PM |
34
|
$291M
|
| FORA Capital, LLC |
2025 Q2
|
8/13/2025, 04:42 PM |
477
|
$901M
|
| Advanced Portfolio Management, LLC |
2025 Q2
|
8/13/2025, 04:42 PM |
39
|
$35.8M
|
| Bond Capital Management, LP |
2025 Q2
|
8/13/2025, 04:42 PM |
5
|
$216M
|
| Annandale Capital, LLC |
2025 Q2
|
8/13/2025, 04:41 PM |
118
|
$542M
|
| International City Management Association Retirement Corp |
2025 Q2
|
8/13/2025, 04:41 PM |
6
|
$187M
|
| ASB Consultores, LLC |
2025 Q2
|
8/13/2025, 04:40 PM |
147
|
$150M
|
| QSV Equity Investors LLC |
2025 Q2
|
8/13/2025, 04:40 PM |
90
|
$96M
|
| Sapphire Ventures, L.L.C. |
2025 Q2
|
8/13/2025, 04:39 PM |
6
|
$90.5M
|
| Cowbird Capital Lp |
2025 Q2
|
8/13/2025, 04:37 PM |
0
|
$0
|
| Sunriver Management LLC |
2025 Q2
|
8/13/2025, 04:37 PM |
23
|
$933M
|
| Great Diamond Partners, LLC |
2025 Q2
|
8/13/2025, 04:35 PM |
225
|
$473M
|
| Baird Financial Group, Inc. |
2025 Q2
|
8/13/2025, 04:34 PM |
1766
|
$57B
|
| DigitalBridge Group, Inc. |
2025 Q2
|
8/13/2025, 04:33 PM |
56
|
$994M
|
| Stonepine Capital Management, LLC |
2025 Q2
|
8/13/2025, 04:31 PM |
58
|
$102M
|
| Teton Advisors, Inc. |
2025 Q2
|
8/13/2025, 04:30 PM |
184
|
$164M
|
| Gabelli Funds Llc |
2025 Q2
|
8/13/2025, 04:30 PM |
1222
|
$14.1B
|
| GABELLI & Co INVESTMENT ADVISERS, INC. |
2025 Q2
|
8/13/2025, 04:30 PM |
265
|
$651M
|
| Gamco Investors, Inc. Et Al |
2025 Q2
|
8/13/2025, 04:30 PM |
1048
|
$10.1B
|
| ESG Planning DBA Harper Investing |
2025 Q2
|
8/13/2025, 04:27 PM |
58
|
$179M
|
| Foundry Group Next, LLC |
2025 Q2
|
8/13/2025, 04:27 PM |
0
|
$0
|
| Jump Financial, LLC |
2025 Q2
|
8/13/2025, 04:25 PM |
1733
|
$8.14B
|
| Bradyco, Inc. |
2025 Q2 - Restatement
|
8/13/2025, 04:25 PM |
49
|
$133M
|
| Per Stirling Capital Management, LLC. |
2025 Q2
|
8/13/2025, 04:25 PM |
274
|
$766M
|
| Oribel Capital Management, LP |
2025 Q2
|
8/13/2025, 04:24 PM |
47
|
$1.89B
|
| Clear Street Derivatives LLC |
2025 Q2
|
8/13/2025, 04:23 PM |
35
|
$12.4M
|
| Intrinsic Edge Capital Management LLC |
2025 Q2
|
8/13/2025, 04:23 PM |
82
|
$663M
|
| Rockport Wealth LLC |
2025 Q2
|
8/13/2025, 04:22 PM |
85
|
$432M
|
| CMT Capital Markets Trading GmbH |
2025 Q2
|
8/13/2025, 04:20 PM |
72
|
$208M
|