| Integrated Investment Consultants, LLC |
2025 Q3
|
11/18/2025, 01:59 PM |
327
|
$588M
|
| Heights Capital Management, Inc |
2025 Q3 - Restatement
|
11/18/2025, 01:51 PM |
180
|
$315M
|
| Fulcrum Asset Management LLP |
2025 Q3
|
11/18/2025, 12:27 PM |
172
|
$133M
|
| Dorsey Wright & Associates |
2025 Q3
|
11/18/2025, 11:56 AM |
133
|
$447M
|
| Tcfg Wealth Management, Llc |
2025 Q3
|
11/18/2025, 11:53 AM |
303
|
$219M
|
| Reliant Wealth Planning |
2025 Q3
|
11/18/2025, 11:13 AM |
50
|
$309M
|
| Cowbird Capital Lp |
2025 Q3
|
11/18/2025, 10:08 AM |
0
|
$0
|
| Pictet Asset Management Holding SA |
2025 Q3
|
11/18/2025, 09:45 AM |
2024
|
$104B
|
| Vertex Planning Partners, LLC |
2025 Q3
|
11/18/2025, 09:25 AM |
200
|
$521M
|
| RDST Capital LLC |
2025 Q3 - Restatement
|
11/18/2025, 09:15 AM |
19
|
$1.06B
|
| US Asset Management LLC |
2025 Q3
|
11/18/2025, 08:31 AM |
115
|
$122M
|
| Yorkville Advisors Global, LP |
2025 Q3
|
11/18/2025, 07:23 AM |
30
|
$254M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2025 Q3
|
11/18/2025, 06:15 AM |
525
|
$2.35B
|
| Schubert & Co |
2025 Q3
|
11/17/2025, 08:55 PM |
66
|
$136M
|
| U S Wealth Group, Llc. |
2025 Q3
|
11/17/2025, 07:20 PM |
41
|
$153M
|
| Marathon Asset Management Lp |
2025 Q3
|
11/17/2025, 06:57 PM |
15
|
$62.3M
|
| Stonebridge Financial Planning Group, LLC |
2025 Q3
|
11/17/2025, 06:03 PM |
171
|
$266M
|
| Garrett Wealth Advisory Group, LLC |
2025 Q3
|
11/17/2025, 06:02 PM |
119
|
$513M
|
| Apexium Financial, LP |
2025 Q3
|
11/17/2025, 05:38 PM |
288
|
$2.06B
|
| Dark Forest Capital Management Lp |
2025 Q3 - Restatement
|
11/17/2025, 05:16 PM |
1111
|
$2.66B
|
| Parvin Asset Management, LLC |
2025 Q3
|
11/17/2025, 05:14 PM |
286
|
$113M
|
| American Trust |
2025 Q3
|
11/17/2025, 05:02 PM |
327
|
$1.18B
|
| Westshore Wealth, LLC |
2025 Q3
|
11/17/2025, 05:00 PM |
102
|
$293M
|
| Papamarkou Wellner Asset Management inc. |
2025 Q3
|
11/17/2025, 04:55 PM |
81
|
$162M
|
| Proficio Capital Partners LLC |
2025 Q3 - Restatement
|
11/17/2025, 04:52 PM |
222
|
$1.46B
|
| Equity Wealth Partners, LLC |
2025 Q3
|
11/17/2025, 04:30 PM |
80
|
$123M
|
| IMS Capital Management |
2025 Q3
|
11/17/2025, 04:27 PM |
147
|
$217M
|
| Auto-Owners Insurance Co |
2025 Q3
|
11/17/2025, 04:23 PM |
121
|
$2.61B
|
| Mittelman Wealth Management |
2025 Q3
|
11/17/2025, 04:20 PM |
41
|
$153M
|
| Hilltop Partners LLC |
2025 Q3
|
11/17/2025, 03:59 PM |
120
|
$335M
|
| Fwl Investment Management, Llc |
2025 Q3
|
11/17/2025, 03:59 PM |
332
|
$384M
|
| Pin Oak Investment Advisors Inc |
2025 Q3
|
11/17/2025, 03:52 PM |
498
|
$140M
|
| Optimist Retirement Group LLC |
2025 Q3
|
11/17/2025, 03:47 PM |
118
|
$221M
|
| Sterling Financial Group, Inc. |
2025 Q3
|
11/17/2025, 03:47 PM |
73
|
$316M
|
| Avondale Wealth Management |
2025 Q3
|
11/17/2025, 03:46 PM |
58
|
$188M
|
| Hershey Financial Advisers, LLC |
2025 Q3
|
11/17/2025, 03:32 PM |
76
|
$117M
|
| LGT Financial Advisors LLC |
2025 Q3
|
11/17/2025, 03:24 PM |
382
|
$46.4M
|
| Brooks, Moore & Associates, Inc. |
2025 Q3
|
11/17/2025, 03:20 PM |
104
|
$186M
|
| Investidor Profissional Gestao de Recursos Ltda. |
2025 Q3
|
11/17/2025, 03:19 PM |
16
|
$128M
|
| Schneider Downs Wealth Management Advisors, LP |
2025 Q3
|
11/17/2025, 03:18 PM |
148
|
$843M
|
| Wealth Management Strategies, Inc. |
2025 Q3
|
11/17/2025, 03:11 PM |
39
|
$202M
|
| Camelot Portfolios, LLC |
2025 Q3
|
11/17/2025, 02:55 PM |
202
|
$169M
|
| Eaton Financial Holdings Company, LLC |
2025 Q3
|
11/17/2025, 02:37 PM |
121
|
$355M
|
| Texas Treasury Safekeeping Trust Co |
2025 Q3
|
11/17/2025, 02:21 PM |
2
|
$701M
|
| Hancock Whitney Corp |
2025 Q3
|
11/17/2025, 02:20 PM |
768
|
$5.5B
|
| Icon Advisers Inc/Co |
2025 Q3 - Restatement
|
11/17/2025, 02:14 PM |
177
|
$457M
|
| Jasper Ridge Partners, L.P. |
2025 Q3
|
11/17/2025, 02:02 PM |
145
|
$4.44B
|
| KDT Advisors, LLC |
2025 Q3 - New Holdings
|
11/17/2025, 01:30 PM |
66
|
$68.3M
|
| Saratoga Research & Investment Management |
2025 Q3
|
11/17/2025, 01:29 PM |
43
|
$1.92B
|
| Peloton Wealth Strategists |
2025 Q3
|
11/17/2025, 01:15 PM |
93
|
$254M
|
| Greenline Partners, LLC |
2025 Q3
|
11/17/2025, 12:41 PM |
144
|
$823M
|
| Abel Hall, LLC |
2025 Q3
|
11/17/2025, 12:41 PM |
324
|
$248M
|
| Aureus Asset Management, LLC |
2025 Q3
|
11/17/2025, 12:35 PM |
199
|
$1.54B
|
| Financial Engines Advisors L.L.C. |
2025 Q3
|
11/17/2025, 12:19 PM |
539
|
$52.4B
|
| OmniStar Financial Group, Inc. |
2025 Q3
|
11/17/2025, 11:52 AM |
113
|
$165M
|
| Harvest Investment Services, LLC |
2025 Q3
|
11/17/2025, 11:44 AM |
319
|
$497M
|
| Sterling Wealth Management, Inc. |
2025 Q3
|
11/17/2025, 11:23 AM |
110
|
$330M
|
| Opulen Financial Group LLC |
2025 Q3
|
11/17/2025, 11:04 AM |
106
|
$132M
|
| Keystone Financial Group |
2025 Q3 - Restatement
|
11/17/2025, 11:04 AM |
425
|
$1.31B
|
| Rubicon Founders LLC |
2025 Q2 - New Holdings
|
11/17/2025, 10:55 AM |
1
|
$65.5M
|
| Rubicon Founders LLC |
2025 Q1 - New Holdings
|
11/17/2025, 10:50 AM |
1
|
$6.19M
|
| Palisade Asset Management, LLC |
2025 Q3
|
11/17/2025, 10:46 AM |
701
|
$1.08B
|
| FSA Wealth Management LLC |
2025 Q3
|
11/17/2025, 10:33 AM |
577
|
$265M
|
| Jacobs Levy Equity Management, Inc |
2025 Q3
|
11/17/2025, 10:30 AM |
953
|
$25.2B
|
| Conservest Capital Advisors, Inc. |
2025 Q3
|
11/17/2025, 10:30 AM |
126
|
$1.08B
|
| Kestra Investment Management, LLC |
2025 Q3
|
11/17/2025, 10:12 AM |
433
|
$3.73B
|
| Vivaldi Capital Management LP |
2025 Q3
|
11/17/2025, 10:05 AM |
279
|
$707M
|
| Meteora Capital, Llc |
2025 Q3
|
11/17/2025, 09:54 AM |
313
|
$944M
|
| First Trust Capital Management L.P. |
2025 Q3
|
11/17/2025, 09:39 AM |
121
|
$1.55B
|
| Giverny Capital Inc. |
2025 Q3 - Restatement
|
11/17/2025, 09:16 AM |
52
|
$2.95B
|
| Redmont Wealth Advisors Llc |
2025 Q2
|
11/17/2025, 08:47 AM |
304
|
$67.9M
|
| Central Asset Investments & Management Holdings (HK) Ltd |
2025 Q3
|
11/17/2025, 07:45 AM |
59
|
$145M
|
| CANADA LIFE ASSURANCE Co |
2025 Q3
|
11/17/2025, 06:57 AM |
1915
|
$69.9B
|
| Caxton Associates Llp |
2025 Q3
|
11/17/2025, 06:45 AM |
669
|
$3.65B
|
| Oberweis Asset Management Inc/ |
2025 Q3
|
11/17/2025, 06:09 AM |
182
|
$2.61B
|
| Morningstar Investment Management LLC |
2025 Q3
|
11/17/2025, 06:04 AM |
471
|
$2.72B
|
| Hancock Prospecting Pty Ltd |
2025 Q3
|
11/14/2025, 09:45 PM |
30
|
$3.07B
|
| Kestra Private Wealth Services, Llc |
2025 Q3
|
11/14/2025, 09:30 PM |
1657
|
$7.65B
|
| Revere Asset Management, Inc |
2025 Q3
|
11/14/2025, 09:00 PM |
35
|
$265M
|
| NewEdge Advisors, LLC |
2025 Q3
|
11/14/2025, 08:54 PM |
4098
|
$22B
|
| Synergy Financial Group, LTD |
2025 Q3
|
11/14/2025, 08:44 PM |
115
|
$148M
|
| Johns Hopkins University |
2025 Q3
|
11/14/2025, 08:32 PM |
16
|
$1.79B
|
| SHUTTLEWORTH & Co |
2025 Q3
|
11/14/2025, 08:13 PM |
63
|
$110M
|
| Analog Century Management LP |
2025 Q3 - Restatement
|
11/14/2025, 08:10 PM |
23
|
$1.86B
|
| Financial Avengers, Inc. |
2025 Q3
|
11/14/2025, 07:58 PM |
139
|
$233M
|
| Krensavage Asset Management, LLC |
2025 Q3
|
11/14/2025, 07:55 PM |
17
|
$235M
|
| Adelante Capital Management LLC |
2025 Q3
|
11/14/2025, 07:47 PM |
43
|
$1.44B
|
| Castleark Management Llc |
2025 Q3
|
11/14/2025, 07:45 PM |
284
|
$3.57B
|
| Connective Capital Management, LLC |
2025 Q3
|
11/14/2025, 07:26 PM |
73
|
$109M
|
| Reynders McVeigh Capital Management, LLC |
2025 Q3
|
11/14/2025, 07:22 PM |
201
|
$2.13B
|
| First Foundation Advisors |
2025 Q3
|
11/14/2025, 07:18 PM |
334
|
$2.71B
|
| Pine Ridge Advisers LLC |
2025 Q3
|
11/14/2025, 07:02 PM |
37
|
$1.46B
|
| Gould Capital, LLC |
2025 Q3
|
11/14/2025, 06:59 PM |
213
|
$162M
|
| FMA Wealth Management, LLC |
2025 Q3
|
11/14/2025, 06:53 PM |
43
|
$145M
|
| Armistice Capital, Llc |
2025 Q3
|
11/14/2025, 06:37 PM |
318
|
$3.19B
|
| Acorn Capital Advisors, Llc |
2025 Q3
|
11/14/2025, 06:35 PM |
20
|
$197M
|
| Almitas Capital LLC |
2025 Q3 - New Holdings
|
11/14/2025, 06:30 PM |
66
|
$437M
|
| Paul R. Ried Financial Group, LLC |
2025 Q3
|
11/14/2025, 06:30 PM |
35
|
$198M
|
| Laurion Capital Management LP |
2025 Q3
|
11/14/2025, 06:28 PM |
109
|
$733M
|
| Adalta Capital Management LLC |
2025 Q3
|
11/14/2025, 06:27 PM |
102
|
$220M
|