| Morse Asset Management, Inc |
2024 Q3 - Restatement
|
11/20/2024, 05:14 PM |
342
|
$463M
|
| DIAMANT ASSET MANAGEMENT, INC. |
2024 Q3
|
11/20/2024, 03:44 PM |
75
|
$160M
|
| SOA Wealth Advisors, LLC. |
2024 Q3 - Restatement
|
11/20/2024, 03:42 PM |
838
|
$524M
|
| Westside Investment Management, Inc. |
2024 Q3
|
11/20/2024, 03:05 PM |
996
|
$469M
|
| Virtu Financial LLC |
2024 Q3
|
11/20/2024, 02:14 PM |
1296
|
$1.81B
|
| Bard Financial Services, Inc. |
2024 Q3 - Restatement
|
11/20/2024, 11:14 AM |
210
|
$847M
|
| Advisory Resource Group |
2024 Q3
|
11/20/2024, 10:53 AM |
158
|
$468M
|
| Passumpsic Savings Bank |
2024 Q3
|
11/20/2024, 09:58 AM |
82
|
$152M
|
| Howard Capital Management Group, LLC |
2024 Q3 - Restatement
|
11/19/2024, 07:48 PM |
134
|
$1.42B
|
| PineStone Asset Management Inc. |
2024 Q2 - Restatement
|
11/19/2024, 05:56 PM |
43
|
$9.42B
|
| BARCLAYS PLC |
2024 Q3 - Restatement
|
11/19/2024, 04:17 PM |
4360
|
$227B
|
| OAK HILL ADVISORS LP |
2024 Q3 - New Holdings
|
11/19/2024, 03:57 PM |
1
|
$9.3M
|
| McIlrath & Eck, LLC |
2024 Q3
|
11/19/2024, 03:20 PM |
975
|
$776M
|
| Invst, LLC |
2024 Q3
|
11/19/2024, 03:14 PM |
253
|
$826M
|
| Citizens Business Bank |
2024 Q3 - Restatement
|
11/19/2024, 01:59 PM |
108
|
$478M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2021 Q4
|
11/19/2024, 01:57 PM |
55
|
$132M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2022 Q4
|
11/19/2024, 01:54 PM |
80
|
$187M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2022 Q3
|
11/19/2024, 01:52 PM |
59
|
$131M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2022 Q2
|
11/19/2024, 01:50 PM |
70
|
$140M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2022 Q1
|
11/19/2024, 01:48 PM |
64
|
$144M
|
| NIGHTVIEW CAPITAL, LLC |
2024 Q2 - Restatement
|
11/19/2024, 01:40 PM |
5
|
$60.6M
|
| Old West Investment Management, LLC |
2024 Q3 - Restatement
|
11/19/2024, 01:23 PM |
58
|
$259M
|
| Ballentine Capital Advisors, Inc |
2024 Q3
|
11/19/2024, 12:35 PM |
29
|
$199M
|
| Discipline Wealth Solutions, LLC |
2024 Q3
|
11/19/2024, 12:29 PM |
68
|
$189M
|
| M&T BANK CORP |
2024 Q3 - Restatement
|
11/19/2024, 11:10 AM |
1589
|
$30.4B
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2023 Q4
|
11/19/2024, 09:57 AM |
98
|
$265M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2023 Q3
|
11/19/2024, 09:53 AM |
93
|
$250M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2023 Q2
|
11/19/2024, 09:50 AM |
89
|
$232M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2023 Q1
|
11/19/2024, 09:48 AM |
76
|
$205M
|
| Unigestion Holding SA |
2024 Q3
|
11/19/2024, 09:27 AM |
152
|
$2.07B
|
| SOF Ltd |
2024 Q3
|
11/19/2024, 09:17 AM |
1
|
$273M
|
| Second Line Capital, LLC |
2024 Q3
|
11/18/2024, 06:33 PM |
136
|
$367M
|
| TCW GROUP INC |
2024 Q3 - Restatement
|
11/18/2024, 06:17 PM |
348
|
$11.4B
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2024 Q3
|
11/18/2024, 06:09 PM |
227
|
$465M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2024 Q2
|
11/18/2024, 05:22 PM |
102
|
$354M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
2024 Q1
|
11/18/2024, 05:20 PM |
103
|
$284M
|
| Soltis Investment Advisors LLC |
2024 Q3
|
11/18/2024, 05:16 PM |
365
|
$1.04B
|
| KING STREET CAPITAL MANAGEMENT, L.P. |
2024 Q3 - Restatement
|
11/18/2024, 05:05 PM |
10
|
$145M
|
| Rehmann Capital Advisory Group |
2024 Q3
|
11/18/2024, 05:01 PM |
593
|
$1.53B
|
| Meros Investment Management, LP |
2024 Q3
|
11/18/2024, 04:53 PM |
40
|
$221M
|
| Main Line Retirement Advisors, LLC |
2024 Q3
|
11/18/2024, 03:36 PM |
37
|
$146M
|
| TD PRIVATE CLIENT WEALTH LLC |
2024 Q3
|
11/18/2024, 03:32 PM |
1278
|
$3.48B
|
| Hobbs Group Advisors, LLC |
2024 Q3
|
11/18/2024, 03:02 PM |
657
|
$279M
|
| Virtue Capital Management, LLC |
2024 Q3
|
11/18/2024, 02:47 PM |
264
|
$499M
|
| FORTEM FINANCIAL GROUP, LLC |
2024 Q3 - Restatement
|
11/18/2024, 02:44 PM |
174
|
$246M
|
| Arete Wealth Advisors, LLC |
2024 Q3 - Restatement
|
11/18/2024, 02:39 PM |
704
|
$1.14B
|
| TORONTO DOMINION BANK |
2024 Q3 - Restatement
|
11/18/2024, 02:11 PM |
952
|
$56.6B
|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
2024 Q3
|
11/18/2024, 01:58 PM |
1677
|
$11.5B
|
| Asset Allocation Strategies LLC |
2024 Q3
|
11/18/2024, 01:46 PM |
117
|
$351M
|
| Sunbelt Securities, Inc. |
2024 Q3
|
11/18/2024, 01:38 PM |
1845
|
$1.02B
|
| Cresta Advisors, Ltd. |
2024 Q3
|
11/18/2024, 01:17 PM |
50
|
$191M
|
| CONTINENTAL INVESTORS SERVICES, INC. |
2024 Q3
|
11/18/2024, 01:11 PM |
64
|
$48.7M
|
| Valued Retirements, Inc. |
2023 Q4
|
11/18/2024, 12:42 PM |
68
|
$57.7M
|
| Shaolin Capital Management LLC |
2024 Q3 - Restatement
|
11/18/2024, 12:15 PM |
256
|
$2.31B
|
| Valued Retirements, Inc. |
2024 Q1
|
11/18/2024, 12:02 PM |
72
|
$62.5M
|
| NEPC LLC |
2024 Q3
|
11/18/2024, 11:58 AM |
41
|
$3.32B
|
| Valued Retirements, Inc. |
2024 Q2
|
11/18/2024, 10:59 AM |
70
|
$65.9M
|
| Forager Capital Management, LLC |
2024 Q3 - Restatement
|
11/18/2024, 10:30 AM |
13
|
$254M
|
| Empire Financial Management Company, LLC |
2024 Q3
|
11/18/2024, 10:09 AM |
203
|
$325M
|
| Chiron Investment Management, LLC |
2024 Q3
|
11/18/2024, 09:26 AM |
91
|
$284M
|
| TT International Asset Management LTD |
2024 Q3
|
11/18/2024, 07:09 AM |
57
|
$815M
|
| Wilson & Boucher Capital Management, LLC |
2024 Q3
|
11/15/2024, 08:24 PM |
118
|
$145M
|
| Neo Ivy Capital Management |
2024 Q3
|
11/15/2024, 08:53 PM |
262
|
$309M
|
| Financial Avengers, Inc. |
2024 Q3
|
11/15/2024, 08:46 PM |
176
|
$203M
|
| Brown Financial Advisors |
2024 Q3
|
11/15/2024, 08:05 PM |
125
|
$243M
|
| Unconventional Investor, LLC |
2024 Q3
|
11/15/2024, 08:04 PM |
34
|
$160M
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
2024 Q3 - Restatement
|
11/15/2024, 07:46 PM |
1081
|
$4.63B
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
2024 Q3
|
11/15/2024, 07:43 PM |
1081
|
$4.63B
|
| EnerVest, Ltd. |
2024 Q3 - Restatement
|
11/15/2024, 07:41 PM |
1
|
$51.3M
|
| Twin Lakes Capital Management, LLC |
2024 Q3
|
11/15/2024, 07:33 PM |
240
|
$155M
|
| Titan Manages, LLC |
2024 Q3
|
11/15/2024, 07:17 PM |
5
|
$63.6M
|
| Gould Capital, LLC |
2024 Q3
|
11/15/2024, 07:12 PM |
216
|
$152M
|
| Strait & Sound Wealth Management LLC |
2024 Q3
|
11/15/2024, 07:02 PM |
142
|
$206M
|
| Bares Capital Management, Inc. |
2024 Q3
|
11/15/2024, 07:00 PM |
22
|
$1.1B
|
| Synergy Financial Group, LTD |
2024 Q3
|
11/15/2024, 06:51 PM |
94
|
$105M
|
| Mittelman Wealth Management |
2024 Q3
|
11/15/2024, 06:30 PM |
28
|
$176M
|
| RB Capital Management, LLC |
2024 Q3
|
11/15/2024, 06:29 PM |
183
|
$424M
|
| Orion Capital Management LLC |
2024 Q3
|
11/15/2024, 06:13 PM |
128
|
$206M
|
| FRG Family Wealth Advisors LLC |
2024 Q3
|
11/15/2024, 05:51 PM |
147
|
$559M
|
| GG Group Ventures, LLC |
2024 Q3
|
11/15/2024, 06:04 PM |
50
|
$67.9M
|
| McCarthy Asset Management, Inc. |
2024 Q3
|
11/15/2024, 05:59 PM |
35
|
$161M
|
| MENLO ADVISORS LLC |
2024 Q3
|
11/15/2024, 05:50 PM |
29
|
$194M
|
| First Dallas Securities Inc. |
2024 Q3
|
11/15/2024, 05:47 PM |
119
|
$239M
|
| JDM Financial Group LLC |
2024 Q3
|
11/15/2024, 05:47 PM |
406
|
$184M
|
| ASHFORD CAPITAL MANAGEMENT INC |
2024 Q3
|
11/15/2024, 05:39 PM |
102
|
$801M
|
| ABS Direct Equity Fund LLC |
2024 Q3
|
11/15/2024, 05:19 PM |
39
|
$89.8M
|
| Hodges Capital Management Inc. |
2024 Q3
|
11/15/2024, 05:12 PM |
220
|
$1.54B
|
| FIRST NATIONAL BANK OF OMAHA |
2024 Q3
|
11/15/2024, 04:59 PM |
300
|
$1.56B
|
| MONTCHANIN ASSET MANAGEMENT, LLC |
2024 Q3
|
11/15/2024, 04:49 PM |
56
|
$109M
|
| Pertento Partners LLP |
2024 Q2 - Restatement
|
11/15/2024, 04:45 PM |
23
|
$790M
|
| Laraway Financial Advisors Inc |
2024 Q3
|
11/15/2024, 04:43 PM |
116
|
$125M
|
| Pertento Partners LLP |
2024 Q1 - Restatement
|
11/15/2024, 04:40 PM |
21
|
$497M
|
| Pacific Center for Financial Services |
2024 Q3
|
11/15/2024, 04:37 PM |
469
|
$380M
|
| Pertento Partners LLP |
2023 Q4 - Restatement
|
11/15/2024, 04:35 PM |
18
|
$529M
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2024 Q3
|
11/15/2024, 04:27 PM |
2
|
$1.71B
|
| Urban Financial Advisory Corp |
2024 Q3
|
11/15/2024, 04:18 PM |
49
|
$181M
|
| ValueAct Holdings, L.P. |
2024 Q3 - New Holdings
|
11/15/2024, 04:16 PM |
11
|
$4.37B
|
| K2 PRINCIPAL FUND, L.P. |
2024 Q3
|
11/15/2024, 04:12 PM |
221
|
$342M
|
| CTC Alternative Strategies, Ltd. |
2024 Q3
|
11/15/2024, 04:11 PM |
58
|
$80M
|
| Anson Funds Management LP |
2024 Q3 - Restatement
|
11/15/2024, 03:41 PM |
134
|
$694M
|