| First American Trust, Fsb |
2025 Q1
|
5/12/2025, 04:30 PM |
238
|
$1.09B
|
| First American Financial Corp |
2025 Q1
|
5/12/2025, 04:30 PM |
3
|
$269M
|
| Alta Fundamental Advisers LLC |
2025 Q1
|
5/12/2025, 04:28 PM |
19
|
$155M
|
| SouthState Corp |
2025 Q1
|
5/12/2025, 04:26 PM |
1705
|
$2.19B
|
| Northeast Financial Group, Inc. |
2025 Q1
|
5/12/2025, 04:25 PM |
83
|
$268M
|
| Barnett & Company, Inc. |
2025 Q1
|
5/12/2025, 04:24 PM |
80
|
$120M
|
| Ccm Investment Group, Llc |
2025 Q1
|
5/12/2025, 04:23 PM |
207
|
$946M
|
| Burkehill Global Management, LP |
2025 Q1
|
5/12/2025, 04:21 PM |
66
|
$1.34B
|
| Shengqi Capital (Hong Kong) Ltd |
2025 Q1
|
5/12/2025, 04:21 PM |
4
|
$110M
|
| Donald Smith & Co., Inc. |
2025 Q1
|
5/12/2025, 04:19 PM |
58
|
$4.08B
|
| Cobblestone Capital Advisors Llc /Ny/ |
2025 Q1
|
5/12/2025, 04:18 PM |
293
|
$1.83B
|
| Lockheed Martin Investment Management Co |
2025 Q1
|
5/12/2025, 04:18 PM |
114
|
$2.46B
|
| Visa Foundation |
2025 Q1
|
5/12/2025, 04:18 PM |
1
|
$133M
|
| Nuveen, LLC |
2025 Q1
|
5/12/2025, 04:18 PM |
3443
|
$316B
|
| Aigen Investment Management, Lp |
2025 Q1
|
5/12/2025, 04:17 PM |
727
|
$625M
|
| Scissortail Wealth Management, LLC |
2025 Q1
|
5/12/2025, 04:17 PM |
105
|
$389M
|
| Campion Asset Management |
2025 Q1
|
5/12/2025, 04:13 PM |
83
|
$129M
|
| White Mountains Insurance Group Ltd |
2025 Q1
|
5/12/2025, 04:13 PM |
2
|
$286M
|
| Advent Capital Management /De/ |
2025 Q1
|
5/12/2025, 04:12 PM |
197
|
$4.37B
|
| Cooper Financial Group |
2025 Q1
|
5/12/2025, 04:11 PM |
379
|
$759M
|
| Aveo Capital Partners, LLC |
2025 Q1
|
5/12/2025, 04:08 PM |
177
|
$596M
|
| Empower Annuity Insurance Co |
2025 Q1
|
5/12/2025, 04:08 PM |
1
|
$267M
|
| Coronation Fund Managers Ltd. |
2025 Q1
|
5/12/2025, 04:07 PM |
51
|
$1.84B
|
| Virtus Family Office LLC |
2025 Q1
|
5/12/2025, 04:06 PM |
40
|
$77.9M
|
| Bornite Capital Management LP |
2025 Q1
|
5/12/2025, 04:05 PM |
28
|
$388M
|
| Vesa Equity Investment S.a r.l. |
2025 Q1
|
5/12/2025, 04:05 PM |
1
|
$142M
|
| Strengthening Families & Communities, LLC |
2025 Q1
|
5/12/2025, 04:05 PM |
380
|
$163M
|
| King Luther Capital Management Corp |
2025 Q1
|
5/12/2025, 04:05 PM |
593
|
$21.7B
|
| Atlas Merchant Capital LLC |
2025 Q1
|
5/12/2025, 04:02 PM |
19
|
$39.8M
|
| Blueprint Investment Partners LLC |
2025 Q1
|
5/12/2025, 04:01 PM |
96
|
$548M
|
| Afbi Lp |
2025 Q1
|
5/12/2025, 04:01 PM |
1
|
$0
|
| Biltmore Family Office, LLC |
2025 Q1
|
5/12/2025, 04:01 PM |
269
|
$587M
|
| Magellan Asset Management Ltd |
2025 Q1
|
5/12/2025, 04:01 PM |
87
|
$8.22B
|
| Dalton Investments, Inc. |
2025 Q1
|
5/12/2025, 03:59 PM |
22
|
$186M
|
| WP Advisors, LLC |
2025 Q1
|
5/12/2025, 03:54 PM |
109
|
$300M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q1
|
5/12/2025, 03:53 PM |
349
|
$1.27B
|
| Motley Fool Asset Management LLC |
2025 Q1
|
5/12/2025, 03:52 PM |
223
|
$1.78B
|
| Blueprint Financial Advisors LLC |
2025 Q1
|
5/12/2025, 03:52 PM |
25
|
$184M
|
| Ballast, Inc. |
2025 Q1
|
5/12/2025, 03:51 PM |
125
|
$353M
|
| Houlihan Financial Resource Group, Ltd. |
2025 Q1
|
5/12/2025, 03:50 PM |
103
|
$223M
|
| Meridian Wealth Management, LLC |
2025 Q1
|
5/12/2025, 03:49 PM |
620
|
$2.07B
|
| Operose Advisors LLC |
2025 Q1
|
5/12/2025, 03:47 PM |
386
|
$302M
|
| Maia Wealth LLC |
2025 Q1
|
5/12/2025, 03:46 PM |
291
|
$440M
|
| Sandy Spring Bank |
2025 Q1
|
5/12/2025, 03:45 PM |
1215
|
$2.38B
|
| Motley Fool Wealth Management, LLC |
2025 Q1
|
5/12/2025, 03:45 PM |
125
|
$1.69B
|
| Independent Advisor Alliance |
2025 Q1
|
5/12/2025, 03:44 PM |
813
|
$3.03B
|
| Staley Capital Advisers Inc |
2025 Q1
|
5/12/2025, 03:43 PM |
190
|
$2.21B
|
| Shade Tree Advisors LLC |
2025 Q1
|
5/12/2025, 03:39 PM |
18
|
$101M
|
| Paulson Wealth Management Inc. |
2025 Q1
|
5/12/2025, 03:36 PM |
132
|
$355M
|
| QVIDTVM Management LLC |
2025 Q1
|
5/12/2025, 03:34 PM |
8
|
$113M
|
| Cove Private Wealth, LLC |
2025 Q1
|
5/12/2025, 03:33 PM |
121
|
$190M
|
| Linscomb Wealth, Inc. |
2025 Q1
|
5/12/2025, 03:31 PM |
292
|
$2.01B
|
| Globeflex Capital L P |
2025 Q1
|
5/12/2025, 03:30 PM |
424
|
$1.08B
|
| Aft, Forsyth & Sober, LLC |
2025 Q1
|
5/12/2025, 03:29 PM |
70
|
$287M
|
| Rosenblum Silverman Sutton S F Inc /Ca |
2025 Q1
|
5/12/2025, 03:28 PM |
75
|
$363M
|
| Simplex Trading, Llc |
2025 Q1
|
5/12/2025, 03:25 PM |
2243
|
$2.82B
|
| Aft, Forsyth & Company, Inc. |
2025 Q1
|
5/12/2025, 03:25 PM |
126
|
$185M
|
| Osaic Holdings, Inc. |
2025 Q1
|
5/12/2025, 03:24 PM |
7226
|
$44.9B
|
| Dillon & Associates Inc |
2025 Q1
|
5/12/2025, 03:24 PM |
78
|
$673M
|
| Keeler & Nadler Financial Planning & Wealth Management |
2025 Q1
|
5/12/2025, 03:23 PM |
71
|
$222M
|
| David M. Knott Jr |
2025 Q1
|
5/12/2025, 03:22 PM |
85
|
$212M
|
| Capital Planning Advisors, LLC |
2025 Q1
|
5/12/2025, 03:22 PM |
135
|
$648M
|
| Agf Management Ltd |
2025 Q1
|
5/12/2025, 03:21 PM |
655
|
$18.9B
|
| Mustard Seed Financial, LLC |
2025 Q1
|
5/12/2025, 03:18 PM |
81
|
$124M
|
| Gouws Capital LLC |
2025 Q1
|
5/12/2025, 03:18 PM |
49
|
$153M
|
| Trust Asset Management LLC |
2025 Q1
|
5/12/2025, 03:17 PM |
219
|
$1.22B
|
| Public Sector Pension Investment Board |
2025 Q1
|
5/12/2025, 03:17 PM |
1235
|
$23.1B
|
| Eagle Global Advisors Llc |
2025 Q1
|
5/12/2025, 03:13 PM |
271
|
$2.43B
|
| Kohmann Bosshard Financial Services, LLC |
2025 Q1
|
5/12/2025, 03:13 PM |
285
|
$848M
|
| Pcg Asset Management, Llc |
2025 Q1
|
5/12/2025, 03:10 PM |
73
|
$107M
|
| Todd Asset Management Llc |
2025 Q1
|
5/12/2025, 03:10 PM |
167
|
$4.25B
|
| Tranquilli Financial Advisor LLC |
2025 Q1
|
5/12/2025, 03:10 PM |
107
|
$158M
|
| AIA Group Ltd |
2025 Q1
|
5/12/2025, 03:10 PM |
318
|
$4.07B
|
| Mainsail Asset Management, Llc |
2025 Q1
|
5/12/2025, 03:07 PM |
64
|
$146M
|
| Financial Engines Advisors L.L.C. |
2025 Q1
|
5/12/2025, 03:07 PM |
429
|
$46.6B
|
| Sozo Ventures GP II, L.P. |
2025 Q1
|
5/12/2025, 03:04 PM |
1
|
$1.01M
|
| Longfellow Investment Management Co Llc |
2025 Q1
|
5/12/2025, 03:04 PM |
275
|
$410M
|
| Cypress Capital Group |
2025 Q1
|
5/12/2025, 03:03 PM |
202
|
$764M
|
| Prestige Wealth Management Group LLC |
2025 Q1
|
5/12/2025, 03:00 PM |
1009
|
$468M
|
| Managed Asset Portfolios, Llc |
2025 Q1
|
5/12/2025, 03:00 PM |
50
|
$722M
|
| Morgan Dempsey Capital Management Llc |
2025 Q1
|
5/12/2025, 03:00 PM |
110
|
$240M
|
| Campbell Deegan Wealth Management, LLC |
2025 Q1
|
5/12/2025, 02:59 PM |
41
|
$86.9M
|
| Ingalls & Snyder Llc |
2025 Q1
|
5/12/2025, 02:58 PM |
435
|
$3.03B
|
| Oak Harbor Wealth Partners, Llc |
2025 Q1
|
5/12/2025, 02:56 PM |
246
|
$350M
|
| Waterloo Capital, L.P. |
2025 Q1
|
5/12/2025, 02:55 PM |
390
|
$1.08B
|
| PineStone Asset Management Inc. |
2025 Q1
|
5/12/2025, 02:54 PM |
45
|
$13.2B
|
| Charter Research & Investment Group, Inc. |
2025 Q1
|
5/12/2025, 02:54 PM |
79
|
$131M
|
| Sculati Wealth Management, LLC |
2025 Q1
|
5/12/2025, 02:52 PM |
110
|
$247M
|
| Robinson Smith Wealth Advisors Llc |
2025 Q1 - Restatement
|
5/12/2025, 02:52 PM |
85
|
$119M
|
| Bill Few Associates, Inc. |
2025 Q1
|
5/12/2025, 02:51 PM |
174
|
$280M
|
| Gardner Lewis Asset Management L P |
2025 Q1
|
5/12/2025, 02:48 PM |
81
|
$415M
|
| Zeno Equity Partners LLP |
2025 Q1
|
5/12/2025, 02:48 PM |
12
|
$209M
|
| Keating Investment Counselors Inc |
2025 Q1
|
5/12/2025, 02:48 PM |
65
|
$332M
|
| Insight 2811, Inc. |
2025 Q1
|
5/12/2025, 02:47 PM |
86
|
$197M
|
| Talos Asset Management LP |
2025 Q1
|
5/12/2025, 02:46 PM |
16
|
$236M
|
| Brightwater Advisory LLC |
2025 Q1 - Restatement
|
5/12/2025, 02:42 PM |
60
|
$126M
|
| Guinness Atkinson Asset Management Inc |
2025 Q1
|
5/12/2025, 02:41 PM |
85
|
$180M
|
| Nordwand Advisors, LLC |
2025 Q1
|
5/12/2025, 02:37 PM |
109
|
$266M
|
| Boston Research & Management Inc |
2025 Q1
|
5/12/2025, 02:35 PM |
116
|
$403M
|
| Bay Harbor Wealth Management, LLC |
2025 Q1
|
5/12/2025, 02:34 PM |
1148
|
$316M
|