| STF Management LP |
2025 Q1
|
5/13/2025, 03:45 PM |
101
|
$208M
|
| W Advisors, Llc |
2025 Q1
|
5/13/2025, 03:44 PM |
119
|
$160M
|
| United Capital Financial Advisors, Llc |
2025 Q1
|
5/13/2025, 03:43 PM |
1054
|
$11.7B
|
| PFG Private Wealth Management, LLC |
2025 Q1
|
5/13/2025, 03:42 PM |
262
|
$185M
|
| Great Diamond Partners, LLC |
2025 Q1
|
5/13/2025, 03:42 PM |
179
|
$366M
|
| Barrier Capital Management, LLC |
2025 Q1
|
5/13/2025, 03:40 PM |
14
|
$104M
|
| Magnolia Capital Advisors Llc |
2025 Q1
|
5/13/2025, 03:40 PM |
226
|
$368M
|
| Kaleidoscope Capital Lp |
2025 Q1
|
5/13/2025, 03:40 PM |
9
|
$168M
|
| Leuthold Group, Llc |
2025 Q1
|
5/13/2025, 03:40 PM |
201
|
$770M
|
| Cornerstone Financial Group, LLC /NE/ |
2025 Q1
|
5/13/2025, 03:39 PM |
66
|
$111M
|
| Ballast Asset Management, LP |
2025 Q1
|
5/13/2025, 03:38 PM |
54
|
$190M
|
| Stokes Family Office, LLC |
2025 Q1
|
5/13/2025, 03:38 PM |
234
|
$890M
|
| V-Square Quantitative Management LLC |
2025 Q1
|
5/13/2025, 03:38 PM |
702
|
$685M
|
| CIBC Asset Management Inc |
2025 Q1
|
5/13/2025, 03:36 PM |
1179
|
$30.1B
|
| Invenio Wealth Partners Llc |
2025 Q1
|
5/13/2025, 03:36 PM |
91
|
$238M
|
| VestGen Investment Management |
2025 Q1
|
5/13/2025, 03:35 PM |
162
|
$133M
|
| Wafra Inc. |
2025 Q1
|
5/13/2025, 03:34 PM |
2
|
$146M
|
| California Public Employees Retirement System |
2025 Q1
|
5/13/2025, 03:34 PM |
1118
|
$143B
|
| PACK Private Wealth, LLC |
2025 Q1
|
5/13/2025, 03:33 PM |
41
|
$168M
|
| Paragon Associates & Paragon Associates II Joint Venture |
2025 Q1
|
5/13/2025, 03:33 PM |
13
|
$42.7M
|
| SevenBridge Financial Group, LLC |
2025 Q1
|
5/13/2025, 03:33 PM |
220
|
$508M
|
| Arvin Capital Management LP |
2025 Q1
|
5/13/2025, 03:31 PM |
23
|
$272M
|
| Raymond James Financial Inc |
2025 Q1
|
5/13/2025, 03:30 PM |
4739
|
$266B
|
| Sprucegrove Investment Management Ltd |
2025 Q1
|
5/13/2025, 03:29 PM |
32
|
$930M
|
| Eaton Financial Holdings Company, LLC |
2025 Q1
|
5/13/2025, 03:27 PM |
63
|
$241M
|
| Comprehensive Wealth Management, LLC |
2025 Q1
|
5/13/2025, 03:27 PM |
33
|
$144M
|
| Akre Capital Management Llc |
2025 Q1
|
5/13/2025, 03:26 PM |
18
|
$10.4B
|
| DDFG, Inc |
2025 Q1
|
5/13/2025, 03:25 PM |
76
|
$361M
|
| Somerset Group LLC |
2025 Q1
|
5/13/2025, 03:24 PM |
62
|
$110M
|
| Menora Mivtachim Holdings Ltd. |
2025 Q1
|
5/13/2025, 03:20 PM |
123
|
$15.4B
|
| LFL Advisers, LLC |
2025 Q1
|
5/13/2025, 03:20 PM |
8
|
$229M
|
| Elevatus Welath Management |
2025 Q1
|
5/13/2025, 03:20 PM |
104
|
$176M
|
| Philadelphia Trust Co |
2025 Q1
|
5/13/2025, 03:19 PM |
242
|
$1.17B
|
| Ar Asset Management Inc |
2025 Q1
|
5/13/2025, 03:17 PM |
113
|
$440M
|
| Cowa, Llc |
2025 Q1
|
5/13/2025, 03:11 PM |
125
|
$222M
|
| Pinnacle Holdings, LLC |
2025 Q1
|
5/13/2025, 03:10 PM |
237
|
$263M
|
| Timelo Investment Management Inc. |
2025 Q1
|
5/13/2025, 03:09 PM |
6
|
$22.8M
|
| Oder Investment Management, LLC |
2025 Q1
|
5/13/2025, 03:08 PM |
94
|
$118M
|
| Magnolia Capital Advisors Llc |
2024 Q4 - New Holdings
|
5/13/2025, 03:05 PM |
230
|
$386M
|
| Cresset Asset Management, LLC |
2025 Q1
|
5/13/2025, 03:04 PM |
1648
|
$19.9B
|
| Schneider Downs Wealth Management Advisors, LP |
2025 Q1
|
5/13/2025, 03:04 PM |
141
|
$552M
|
| Alliance Wealth Advisors, LLC /UT |
2025 Q1
|
5/13/2025, 03:02 PM |
255
|
$383M
|
| Twin Focus Capital Partners, Llc |
2025 Q1
|
5/13/2025, 03:02 PM |
154
|
$644M
|
| Dynamic Financial Group |
2025 Q1
|
5/13/2025, 03:01 PM |
57
|
$99.9M
|
| Essex Woodlands Management, Inc. |
2025 Q1
|
5/13/2025, 03:00 PM |
6
|
$347M
|
| Capital Counsel Llc/Ny |
2024 Q4 - Restatement
|
5/13/2025, 03:00 PM |
55
|
$2.34B
|
| Weik Capital Management |
2025 Q1
|
5/13/2025, 03:00 PM |
91
|
$246M
|
| Roanoke Asset Management Corp/ Ny |
2025 Q1
|
5/13/2025, 02:59 PM |
89
|
$292M
|
| Elm Partners Management LLC |
2025 Q1
|
5/13/2025, 02:59 PM |
66
|
$1.55B
|
| Perritt Capital Management Inc |
2025 Q1
|
5/13/2025, 02:59 PM |
349
|
$181M
|
| OV Management LLC |
2025 Q1
|
5/13/2025, 02:58 PM |
57
|
$214M
|
| Olympiad Research LP |
2025 Q1
|
5/13/2025, 02:58 PM |
229
|
$85.6M
|
| Renaissance Group Llc |
2025 Q1
|
5/13/2025, 02:57 PM |
242
|
$2.27B
|
| Umpqua Bank |
2025 Q1
|
5/13/2025, 02:57 PM |
155
|
$289M
|
| Garrison Point Advisors, Llc |
2025 Q1
|
5/13/2025, 02:57 PM |
162
|
$206M
|
| Cornerstone Capital, Inc. |
2025 Q1
|
5/13/2025, 02:56 PM |
98
|
$929M
|
| Fire Capital Management LLC |
2025 Q1
|
5/13/2025, 02:54 PM |
89
|
$136M
|
| Sittner & Nelson, Llc |
2025 Q1
|
5/13/2025, 02:52 PM |
498
|
$234M
|
| StrongBox Wealth, LLC |
2025 Q1
|
5/13/2025, 02:52 PM |
88
|
$240M
|
| Glenorchy Capital Ltd |
2025 Q1
|
5/13/2025, 02:51 PM |
58
|
$134M
|
| Gardner Russo & Quinn Llc |
2025 Q1
|
5/13/2025, 02:51 PM |
86
|
$8.92B
|
| Allegheny Financial Group |
2025 Q1
|
5/13/2025, 02:51 PM |
231
|
$390M
|
| Quantum Private Wealth, LLC |
2025 Q1
|
5/13/2025, 02:50 PM |
164
|
$264M
|
| German American Bancorp, Inc. |
2025 Q1
|
5/13/2025, 02:47 PM |
122
|
$930M
|
| Standard Family Office LLC |
2025 Q1
|
5/13/2025, 02:47 PM |
29
|
$76.2M
|
| Charter Oak Advisors LP |
2025 Q1
|
5/13/2025, 02:45 PM |
14
|
$140M
|
| Evoke Wealth, Llc |
2025 Q1
|
5/13/2025, 02:45 PM |
450
|
$3.83B
|
| Cladis Investment Advisory, LLC |
2025 Q1
|
5/13/2025, 02:45 PM |
137
|
$138M
|
| Steward Partners Investment Advisory, LLC |
2025 Q1
|
5/13/2025, 02:44 PM |
4016
|
$11.3B
|
| Intrepid Financial Planning Group LLC |
2025 Q1
|
5/13/2025, 02:43 PM |
118
|
$216M
|
| Partners Group Holding AG |
2025 Q1
|
5/13/2025, 02:39 PM |
43
|
$2.39B
|
| Wellington Management Group Llp |
2025 Q1
|
5/13/2025, 02:35 PM |
1917
|
$520B
|
| Fuller & Thaler Asset Management, Inc. |
2025 Q1
|
5/13/2025, 02:35 PM |
588
|
$25.7B
|
| Lee Financial Co |
2025 Q1
|
5/13/2025, 02:33 PM |
145
|
$655M
|
| Crux Wealth Advisors |
2025 Q1
|
5/13/2025, 02:31 PM |
168
|
$192M
|
| 10Elms LLP |
2025 Q1
|
5/13/2025, 02:31 PM |
526
|
$99.5M
|
| Fidato Wealth LLC |
2025 Q1
|
5/13/2025, 02:30 PM |
24
|
$131M
|
| Pollock Investment Advisors, LLC |
2025 Q1
|
5/13/2025, 02:27 PM |
43
|
$124M
|
| Covington Investment Advisors Inc. |
2024 Q4 - Restatement
|
5/13/2025, 02:26 PM |
72
|
$661M
|
| Tikvah Management LLC |
2025 Q1
|
5/13/2025, 02:26 PM |
24
|
$288M
|
| Fairfield, Bush & Co. |
2025 Q1
|
5/13/2025, 02:24 PM |
109
|
$158M
|
| Giverny Capital Inc. |
2025 Q1
|
5/13/2025, 02:23 PM |
54
|
$2.71B
|
| Rwa Wealth Partners, Llc |
2025 Q1
|
5/13/2025, 02:20 PM |
541
|
$7.93B
|
| GSG Advisors LLC |
2025 Q1
|
5/13/2025, 02:19 PM |
112
|
$305M
|
| Pinnacle Wealth Management, LLC |
2025 Q1
|
5/13/2025, 02:19 PM |
62
|
$88.8M
|
| Petix & Botte Co |
2025 Q1
|
5/13/2025, 02:18 PM |
125
|
$380M
|
| M Holdings Securities, Inc. |
2025 Q1
|
5/13/2025, 02:17 PM |
140
|
$601M
|
| Quantbot Technologies LP |
2025 Q1
|
5/13/2025, 02:17 PM |
1417
|
$3.14B
|
| PL Capital Advisors, LLC |
2025 Q1
|
5/13/2025, 02:17 PM |
27
|
$298M
|
| Forefront Analytics, LLC |
2025 Q1
|
5/13/2025, 02:16 PM |
45
|
$86.9M
|
| Financial Advisors Network, Inc. |
2025 Q1
|
5/13/2025, 02:16 PM |
184
|
$603M
|
| Lincoln Capital LLC |
2025 Q1
|
5/13/2025, 02:15 PM |
117
|
$479M
|
| Sensible Money, LLC |
2025 Q1
|
5/13/2025, 02:13 PM |
83
|
$233M
|
| Conscious Wealth Investments, Llc |
2025 Q1
|
5/13/2025, 02:13 PM |
53
|
$144M
|
| Forvis Mazars Wealth Advisors, LLC |
2025 Q1
|
5/13/2025, 02:13 PM |
388
|
$4.17B
|
| SW Investment Management LLC |
2025 Q1
|
5/13/2025, 02:10 PM |
8
|
$320M
|
| Boston Family Office Llc |
2025 Q1
|
5/13/2025, 02:09 PM |
279
|
$1.41B
|
| Progressive Investment Management Corp |
2025 Q1
|
5/13/2025, 02:09 PM |
56
|
$357M
|
| Global Endowment Management, LP |
2025 Q1
|
5/13/2025, 02:08 PM |
142
|
$769M
|
| Tocqueville Asset Management L.P. |
2025 Q1
|
5/13/2025, 02:08 PM |
510
|
$6.11B
|