| Fulcrum Asset Management LLP |
2025 Q3 - Restatement
|
11/24/2025, 10:46 AM |
177
|
$361M
|
| Fulcrum Asset Management LLP |
2025 Q2 - Restatement
|
11/24/2025, 10:30 AM |
181
|
$350M
|
| CIBC Private Wealth Group LLC |
2025 Q3
|
11/21/2025, 05:44 PM |
3078
|
$58.4B
|
| TCM Advisors, LLC |
2025 Q3
|
11/21/2025, 05:12 PM |
62
|
$118M
|
| Capital Square, LLC |
2025 Q3
|
11/21/2025, 05:05 PM |
209
|
$196M
|
| Newport Capital Group, LLC |
2025 Q3
|
11/21/2025, 05:05 PM |
69
|
$159M
|
| Petix & Botte Co |
2025 Q3
|
11/21/2025, 04:59 PM |
136
|
$433M
|
| Yorkville Advisors Global, LP |
2025 Q2
|
11/21/2025, 04:01 PM |
20
|
$195M
|
| Watts Gwilliam & Co., LLC |
2025 Q3
|
11/21/2025, 03:32 PM |
222
|
$619M
|
| CIBC Bancorp USA Inc. |
2025 Q3 - Restatement
|
11/21/2025, 03:04 PM |
1358
|
$16.6B
|
| Alpine Global Management, LLC |
2025 Q3 - Restatement
|
11/21/2025, 02:57 PM |
175
|
$391M
|
| Nebula Research & Development LLC |
2025 Q3
|
11/21/2025, 02:54 PM |
0
|
$0
|
| Royal Bank Of Canada |
2025 Q2 - New Holdings
|
11/21/2025, 02:49 PM |
6778
|
$514B
|
| Magnolia Wealth Management, LLC |
2025 Q3
|
11/21/2025, 02:36 PM |
14
|
$162M
|
| Royal Bank Of Canada |
2025 Q1 - Restatement
|
11/21/2025, 02:30 PM |
6542
|
$447B
|
| HealthCor Partners Management LP |
2025 Q3
|
11/21/2025, 02:25 PM |
1
|
$225M
|
| Bell Investment Advisors, Inc |
2025 Q3
|
11/21/2025, 01:26 PM |
1876
|
$612M
|
| Sycomore Asset Management |
2025 Q3
|
11/21/2025, 12:54 PM |
63
|
$566M
|
| Urban Financial Advisory Corp |
2025 Q3
|
11/21/2025, 12:44 PM |
51
|
$215M
|
| Ovata Capital Management Ltd |
2025 Q3
|
11/21/2025, 12:19 PM |
41
|
$500M
|
| Forefront Analytics, LLC |
2025 Q3
|
11/21/2025, 12:08 PM |
43
|
$104M
|
| Tcfg Wealth Management, Llc |
2025 Q3 - Restatement
|
11/21/2025, 12:06 PM |
262
|
$254M
|
| Inflection Point Investments LLP |
2025 Q3
|
11/21/2025, 10:47 AM |
9
|
$46.9M
|
| Maple Capital Management, Inc. |
2025 Q3
|
11/21/2025, 10:34 AM |
114
|
$1.52B
|
| Sulzberger Capital Advisors, Inc. |
2025 Q3
|
11/21/2025, 10:33 AM |
51
|
$89.7M
|
| Blue Fin Capital, Inc. |
2025 Q3
|
11/21/2025, 08:37 AM |
147
|
$636M
|
| Blue Fin Capital, Inc. |
2025 Q1
|
11/21/2025, 08:35 AM |
138
|
$516M
|
| Achmea Investment Management B.V. |
2025 Q3
|
11/21/2025, 07:25 AM |
296
|
$8.05B
|
| Yunqi Capital Ltd |
2025 Q3
|
11/20/2025, 09:45 PM |
6
|
$171M
|
| Oarsman Capital, Inc. |
2025 Q3
|
11/20/2025, 08:33 PM |
247
|
$713M
|
| TrueWealth Financial Partners |
2025 Q3
|
11/20/2025, 05:38 PM |
25
|
$196M
|
| Chartist Inc /Ca/ |
2025 Q3
|
11/20/2025, 04:33 PM |
21
|
$84.6M
|
| Ariadne Wealth Management, LP |
2025 Q3
|
11/20/2025, 03:47 PM |
245
|
$223M
|
| EMC Capital Management |
2025 Q3
|
11/20/2025, 03:46 PM |
307
|
$211M
|
| Speece Thorson Capital Group Inc |
2025 Q3
|
11/20/2025, 02:44 PM |
44
|
$500M
|
| Wbi Investments, Llc |
2025 Q3
|
11/20/2025, 02:38 PM |
297
|
$391M
|
| Voss Capital, LP |
2025 Q3 - Restatement
|
11/20/2025, 02:31 PM |
46
|
$1.74B
|
| Kensington Investment Counsel, LLC |
2025 Q3
|
11/20/2025, 02:16 PM |
104
|
$246M
|
| Carolinas Wealth Consulting Llc |
2025 Q3
|
11/20/2025, 02:09 PM |
0
|
$0
|
| Old North State Trust, LLC |
2025 Q3
|
11/20/2025, 01:30 PM |
147
|
$164M
|
| Portus Wealth Advisors, LLC |
2025 Q3
|
11/20/2025, 01:28 PM |
52
|
$100M
|
| Centaurus Financial, Inc. |
2025 Q3
|
11/20/2025, 01:16 PM |
1030
|
$2.13B
|
| Maven Securities LTD |
2025 Q3
|
11/20/2025, 12:58 PM |
115
|
$522M
|
| Pcg Asset Management, Llc |
2025 Q3
|
11/20/2025, 12:50 PM |
78
|
$0
|
| Wilmington Savings Fund Society, FSB |
2025 Q3 - Restatement
|
11/20/2025, 12:38 PM |
1373
|
$4.15B
|
| Carrhae Capital LLP |
2025 Q3 - Restatement
|
11/20/2025, 12:13 PM |
23
|
$1.05B
|
| Lunate Capital Ltd |
2025 Q3 - Restatement
|
11/20/2025, 11:49 AM |
6
|
$221M
|
| First Affirmative Financial Network |
2025 Q3
|
11/20/2025, 11:21 AM |
296
|
$213M
|
| First Affirmative Financial Network |
2025 Q2
|
11/20/2025, 11:15 AM |
279
|
$195M
|
| Kmt Wealth Management, Llc |
2025 Q3
|
11/20/2025, 10:03 AM |
16
|
$186M
|
| Asset Dedication, LLC |
2025 Q3
|
11/20/2025, 08:59 AM |
1141
|
$1.49B
|
| Tweedy, Browne Co LLC |
2025 Q3
|
11/20/2025, 08:54 AM |
97
|
$1.15B
|
| Mayport, Llc |
2025 Q3
|
11/20/2025, 08:33 AM |
109
|
$462M
|
| Crown Advisors Management, Inc. |
2025 Q3
|
11/19/2025, 07:26 PM |
38
|
$149M
|
| Caerus Investment Advisors, LLC |
2025 Q3
|
11/19/2025, 05:42 PM |
269
|
$244M
|
| Lansdowne Partners (Uk) Llp |
2025 Q3 - Restatement
|
11/19/2025, 05:03 PM |
22
|
$1.17B
|
| First Commonwealth Financial Corp /Pa/ |
2025 Q3 - New Holdings
|
11/19/2025, 04:30 PM |
117
|
$390M
|
| Center For Asset Management LLC |
2025 Q3
|
11/19/2025, 04:24 PM |
136
|
$187M
|
| Auxier Asset Management |
2025 Q3
|
11/19/2025, 04:17 PM |
175
|
$714M
|
| Mosaic Financial Group, Llc |
2025 Q3
|
11/19/2025, 04:16 PM |
120
|
$141M
|
| MTCO Ltd. |
2025 Q3
|
11/19/2025, 04:09 PM |
2
|
$235M
|
| LOM Asset Management Ltd |
2025 Q2 - Restatement
|
11/19/2025, 03:23 PM |
252
|
$296M
|
| Campbell Capital Management Inc |
2025 Q3
|
11/19/2025, 03:06 PM |
45
|
$260M
|
| Up Strategic Wealth Investment Advisors Llc |
2025 Q3
|
11/19/2025, 02:18 PM |
87
|
$133M
|
| Faithward Advisors, LLC |
2025 Q3
|
11/19/2025, 01:55 PM |
304
|
$673M
|
| Sunbelt Securities, Inc. |
2025 Q3
|
11/19/2025, 01:31 PM |
2698
|
$1.45B
|
| Captrust Financial Advisors |
2025 Q3
|
11/19/2025, 12:48 PM |
2621
|
$49B
|
| Coldstream Capital Management Inc |
2025 Q3
|
11/19/2025, 12:17 PM |
1214
|
$7.43B
|
| Aspire Private Capital, LLC |
2025 Q3 - New Holdings
|
11/19/2025, 12:17 PM |
174
|
$455M
|
| Avity Investment Management Inc. |
2025 Q3
|
11/19/2025, 12:10 PM |
108
|
$1.42B
|
| Penobscot Wealth Management |
2025 Q3
|
11/19/2025, 11:56 AM |
103
|
$312M
|
| AdviceOne Advisory Services, LLC |
2025 Q3
|
11/19/2025, 11:47 AM |
35
|
$150M
|
| Aldebaran Financial Inc. |
2025 Q3
|
11/19/2025, 11:18 AM |
77
|
$100M
|
| Danica Pension, Livsforsikringsaktieselskab |
2025 Q3 - Restatement
|
11/19/2025, 11:15 AM |
75
|
$6.48B
|
| Danske Bank A/S |
2025 Q3 - Restatement
|
11/19/2025, 11:14 AM |
1471
|
$40.2B
|
| Mizuho Markets Cayman LP |
2025 Q3 - Restatement
|
11/19/2025, 10:48 AM |
86
|
$1.17B
|
| Auto-Owners Insurance Co |
2025 Q3 - Restatement
|
11/19/2025, 10:23 AM |
106
|
$3.87B
|
| Regions Financial Corp |
2025 Q3 - New Holdings
|
11/19/2025, 09:59 AM |
837
|
$15.4B
|
| Regions Financial Corp |
2025 Q3
|
11/19/2025, 08:40 AM |
845
|
$15.4B
|
| Caitong International Asset Management Co., Ltd |
2025 Q3
|
11/19/2025, 07:04 AM |
1872
|
$144M
|
| Second Line Capital, LLC |
2025 Q3
|
11/18/2025, 09:54 PM |
160
|
$483M
|
| Oracle Investment Management Inc |
2025 Q3
|
11/18/2025, 09:12 PM |
16
|
$143M
|
| Lakehouse Capital Pty Ltd |
2025 Q3 - Restatement
|
11/18/2025, 07:06 PM |
13
|
$164M
|
| Stance Capital Llc |
2025 Q3
|
11/18/2025, 06:50 PM |
280
|
$273M
|
| Provident Investment Management, Inc. |
2025 Q3
|
11/18/2025, 06:48 PM |
81
|
$1.13B
|
| Lakehouse Capital Pty Ltd |
2025 Q3
|
11/18/2025, 06:10 PM |
13
|
$0
|
| GM Advisory Group, LLC |
2025 Q3
|
11/18/2025, 05:35 PM |
303
|
$2.35B
|
| Silvant Capital Management LLC |
2025 Q3 - New Holdings
|
11/18/2025, 04:54 PM |
310
|
$2.88B
|
| Advisory Services Network, LLC |
2025 Q3
|
11/18/2025, 04:48 PM |
4508
|
$6.82B
|
| Acuitas Investments, LLC |
2025 Q3 - Restatement
|
11/18/2025, 04:22 PM |
52
|
$156M
|
| Kozak & Associates, Inc. |
2025 Q3
|
11/18/2025, 04:16 PM |
445
|
$506M
|
| Del-Sette Capital Management, LLC |
2025 Q3
|
11/18/2025, 04:04 PM |
54
|
$161M
|
| Cim Investment Management Inc |
2025 Q3
|
11/18/2025, 03:36 PM |
249
|
$369M
|
| Copley Financial Group, Inc. |
2025 Q3
|
11/18/2025, 03:23 PM |
105
|
$146M
|
| Heights Capital Management, Inc |
2025 Q3 - Restatement
|
11/18/2025, 02:43 PM |
180
|
$315M
|
| DigitalBridge Group, Inc. |
2025 Q3
|
11/18/2025, 02:22 PM |
66
|
$1.22B
|
| San Luis Wealth Advisors LLC |
2025 Q3 - Restatement
|
11/18/2025, 02:12 PM |
174
|
$555M
|
| Boyar Asset Management Inc. |
2025 Q3
|
11/18/2025, 02:09 PM |
77
|
$158M
|
| Raab & Moskowitz Asset Management LLC |
2025 Q3
|
11/18/2025, 02:07 PM |
188
|
$447M
|
| Global Frontier Investments LLC |
2025 Q3
|
11/18/2025, 02:06 PM |
15
|
$519M
|