| 10 Nov 2025, 14:37:36 |
13F-HR |
Acima Private Wealth, Llc |
2025 Q3
|
179
|
$319M
|
| 10 Nov 2025, 11:16:32 |
13F-HR |
Global Strategic Investment Solutions, LLC |
2025 Q3
|
153
|
$1B
|
| 10 Nov 2025, 14:47:41 |
13F-HR |
Nkcfo Llc |
2025 Q3
|
98
|
$332M
|
| 10 Nov 2025, 09:56:01 |
13F-HR |
Triodos Investment Management BV |
2025 Q3
|
50
|
$1.38B
|
| 10 Nov 2025, 11:01:15 |
13F-HR |
Brio Consultants, LLC |
2025 Q3
|
137
|
$727M
|
| 10 Nov 2025, 17:13:09 |
13F-HR |
Grant Street Asset Management, Inc. |
2025 Q3
|
91
|
$473M
|
| 10 Nov 2025, 11:32:36 |
13F-HR |
Semanteon Capital Management, LP |
2025 Q3
|
173
|
$79.7M
|
| 10 Nov 2025, 16:47:41 |
13F-HR |
Lutz Financial Services LLC |
2025 Q3
|
96
|
$1.38B
|
| 10 Nov 2025, 12:48:25 |
13F-HR |
Vestmark Advisory Solutions, Inc. |
2025 Q3
|
909
|
$5.25B
|
| 10 Nov 2025, 16:28:16 |
13F-HR |
Rice Partnership, LLC |
2025 Q3
|
188
|
$704M
|
| 10 Nov 2025, 10:52:01 |
13F-HR |
Factorial Partners, LLC |
2025 Q3
|
66
|
$145M
|
| 07 Nov 2025, 18:35:53 |
13F-HR |
ODonnell Financial Services, LLC |
2025 Q3
|
55
|
$281M
|
| 10 Nov 2025, 14:39:40 |
13F-HR |
Legacy Financial Advisors, Inc. |
2025 Q3
|
416
|
$726M
|
| 10 Nov 2025, 14:34:51 |
13F-HR |
MainStreet Investment Advisors LLC |
2025 Q3
|
161
|
$744M
|
| 07 Nov 2025, 17:45:55 |
13F-HR |
Strategic Family Wealth Counselors, L.L.C. |
2025 Q3
|
158
|
$389M
|
| 10 Nov 2025, 13:27:18 |
13F-HR |
Aries Wealth Management |
2025 Q3
|
231
|
$423M
|
| 10 Nov 2025, 13:01:29 |
13F-HR |
X-Square Capital, LLC |
2025 Q3
|
162
|
$320M
|
| 10 Nov 2025, 11:51:10 |
13F-HR |
Nicollet Investment Management, Inc. |
2025 Q3
|
71
|
$307M
|
| 07 Nov 2025, 18:32:42 |
13F-HR |
Kovack Advisors, Inc. |
2025 Q3
|
611
|
$1.06B
|
| 10 Nov 2025, 15:56:09 |
13F-HR |
Abbot Financial Management, Inc. |
2025 Q3
|
133
|
$234M
|
| 10 Nov 2025, 08:01:38 |
13F-HR |
Garner Asset Management Corp |
2025 Q3
|
155
|
$248M
|
| 10 Nov 2025, 14:57:57 |
13F-HR |
EverSource Wealth Advisors, LLC |
2025 Q3
|
4318
|
$2.53B
|
| 10 Nov 2025, 14:09:40 |
13F-HR |
Clearstead Trust, LLC |
2025 Q3
|
1511
|
$585M
|
| 10 Nov 2025, 17:04:37 |
13F-HR |
Parkside Investments, LLC |
2025 Q3
|
98
|
$800M
|
| 10 Nov 2025, 16:31:12 |
13F-HR |
Counterpoint Mutual Funds LLC |
2025 Q3
|
318
|
$1.27B
|
| 10 Nov 2025, 16:03:08 |
13F-HR/A |
Flaharty Asset Management, LLC |
2025 Q2 - Restatement
|
129
|
$731M
|
| 07 Nov 2025, 18:41:05 |
13F-HR |
ICICI Prudential Asset Management Co Ltd |
2025 Q3
|
158
|
$947M
|
| 07 Nov 2025, 18:34:42 |
13F-HR |
Fortis Advisors, LLC |
2025 Q3
|
122
|
$175M
|
| 10 Nov 2025, 10:42:39 |
13F-HR |
Mitsubishi UFJ Asset Management (UK) Ltd. |
2025 Q3
|
100
|
$207M
|
| 10 Nov 2025, 08:49:00 |
13F-HR |
Vitruvian Partners LLP |
2025 Q3
|
7
|
$144M
|
| 10 Nov 2025, 11:38:57 |
13F-HR |
OneDigital Investment Advisors LLC |
2025 Q3
|
1486
|
$9.74B
|
| 07 Nov 2025, 19:00:38 |
13F-HR |
Ascension Capital Advisors, Inc. |
2025 Q3
|
39
|
$257M
|
| 10 Nov 2025, 16:10:27 |
13F-HR |
Fairbanks Capital Management, Inc. |
2025 Q3
|
54
|
$185M
|
| 10 Nov 2025, 08:06:56 |
13F-HR |
Personal Cfo Solutions, Llc |
2025 Q3
|
495
|
$570M
|
| 10 Nov 2025, 11:35:27 |
13F-HR |
Premier Fund Managers Ltd |
2025 Q3
|
175
|
$2.43B
|
| 07 Nov 2025, 18:31:02 |
13F-HR |
Berkeley Capital Partners, LLC |
2025 Q3
|
188
|
$423M
|
| 10 Nov 2025, 16:49:27 |
13F-HR |
Garda Capital Partners LP |
2025 Q3
|
0
|
$0
|
| 10 Nov 2025, 12:02:37 |
13F-HR |
Kovitz Investment Group Partners, LLC |
2025 Q3
|
1387
|
$25.6B
|
| 10 Nov 2025, 14:01:16 |
13F-HR |
Curtis Advisory Group, LLC |
2025 Q3
|
107
|
$441M
|
| 07 Nov 2025, 19:21:01 |
13F-HR |
Delaney Dennis R |
2025 Q3
|
49
|
$200M
|
| 07 Nov 2025, 19:44:35 |
13F-HR |
Elefante Mark B |
2025 Q3
|
56
|
$156M
|
| 10 Nov 2025, 17:24:13 |
13F-HR |
Avant Capital LLC |
2025 Q3
|
79
|
$142M
|
| 10 Nov 2025, 09:33:36 |
13F-HR |
ANTIPODES PARTNERS Ltd |
2025 Q3
|
116
|
$4.46B
|
| 10 Nov 2025, 08:29:15 |
13F-HR |
Jackson, Grant Investment Advisers, Inc. |
2025 Q3
|
413
|
$299M
|
| 10 Nov 2025, 09:00:07 |
13F-HR |
Tredje AP-fonden |
2025 Q3
|
378
|
$12.5B
|
| 07 Nov 2025, 18:49:54 |
13F-HR |
D'Orazio & Associates, Inc. |
2025 Q3
|
276
|
$757M
|
| 10 Nov 2025, 15:34:53 |
13F-HR |
Glassman Wealth Services |
2025 Q3
|
186
|
$712M
|
| 10 Nov 2025, 16:34:53 |
13F-HR |
Lgt Capital Partners Ltd. |
2025 Q3
|
38
|
$2.06B
|
| 10 Nov 2025, 07:20:11 |
13F-HR |
Isthmus Partners, Llc |
2025 Q3
|
176
|
$450M
|
| 10 Nov 2025, 15:24:20 |
13F-HR |
Iat Reinsurance Co Ltd. |
2025 Q3
|
85
|
$475M
|
| 10 Nov 2025, 14:17:14 |
13F-HR |
Price Capital Management, Inc. |
2025 Q3
|
9
|
$85.1M
|
| 10 Nov 2025, 12:56:49 |
13F-HR |
Koshinski Asset Management, Inc. |
2025 Q3
|
717
|
$1.4B
|
| 10 Nov 2025, 15:35:55 |
13F-HR |
Patten Group, Inc. |
2025 Q3
|
283
|
$514M
|
| 10 Nov 2025, 12:20:19 |
13F-HR |
Private Advisory Group LLC |
2025 Q3
|
212
|
$1.15B
|
| 07 Nov 2025, 18:48:49 |
13F-HR |
Pillar Wealth Advisors, LLC |
2025 Q3
|
0
|
$0
|
| 10 Nov 2025, 17:20:20 |
13F-HR |
Jacobson & Schmitt Advisors, Llc |
2025 Q3
|
86
|
$583M
|
| 10 Nov 2025, 15:50:27 |
13F-HR |
Dakota Wealth Management |
2025 Q3
|
645
|
$4.96B
|
| 10 Nov 2025, 13:15:45 |
13F-HR |
BML Capital Management, LLC |
2025 Q3
|
18
|
$109M
|
| 10 Nov 2025, 15:10:26 |
13F-HR |
One River Asset Management, LLC |
2025 Q3
|
44
|
$31.3M
|
| 10 Nov 2025, 17:10:20 |
13F-HR |
Marlin Sams Capital Management Llc |
2025 Q3
|
0
|
$0
|
| 10 Nov 2025, 09:30:14 |
13F-HR |
Forsta Ap Fonden |
2025 Q3
|
540
|
$16.9B
|
| 10 Nov 2025, 09:55:48 |
13F-HR |
Armor Advisors, L.L.C. |
2025 Q3
|
13
|
$106M
|
| 07 Nov 2025, 18:33:40 |
13F-HR |
Mendel Money Management |
2025 Q3
|
150
|
$238M
|
| 07 Nov 2025, 18:53:03 |
13F-HR |
Bridgewater Advisors Inc. |
2025 Q3
|
434
|
$1.44B
|
| 10 Nov 2025, 12:08:28 |
13F-HR |
American Money Management, LLC |
2025 Q3
|
151
|
$599M
|
| 10 Nov 2025, 06:09:00 |
13F-HR |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2025 Q3
|
29
|
$686M
|
| 10 Nov 2025, 11:35:04 |
13F-HR |
Advisors Preferred, LLC |
2025 Q3
|
233
|
$677M
|
| 10 Nov 2025, 07:13:07 |
13F-HR |
Coyle Financial Counsel LLC |
2025 Q3
|
97
|
$434M
|
| 07 Nov 2025, 19:04:57 |
13F-HR |
Notis-McConarty Edward |
2025 Q3
|
75
|
$215M
|
| 07 Nov 2025, 19:12:51 |
13F-HR |
Dempze Nancy E |
2025 Q3
|
86
|
$182M
|
| 10 Nov 2025, 12:47:04 |
13F-HR |
Oppenheimer & Close, LLC |
2025 Q3
|
55
|
$148M
|
| 10 Nov 2025, 16:54:40 |
13F-HR |
Alaska Permanent Fund Corp |
2025 Q3
|
7
|
$1.67B
|
| 10 Nov 2025, 10:14:48 |
13F-HR |
Kazazian Asset Management, LLC |
2025 Q3
|
48
|
$82.9M
|
| 10 Nov 2025, 15:59:01 |
13F-HR |
Jfs Wealth Advisors, Llc |
2025 Q3
|
1899
|
$1.71B
|
| 10 Nov 2025, 15:02:28 |
13F-HR |
Colonial Trust Advisors |
2025 Q3
|
683
|
$1.3B
|
| 10 Nov 2025, 14:47:48 |
13F-HR |
Somerset Group LLC |
2025 Q3
|
60
|
$126M
|
| 10 Nov 2025, 17:27:26 |
13F-HR |
Redmond Asset Management, LLC |
2025 Q3
|
198
|
$407M
|
| 10 Nov 2025, 09:00:25 |
13F-HR |
DC Investments Management, LLC |
2025 Q3
|
95
|
$241M
|
| 10 Nov 2025, 08:05:00 |
13F-HR |
Asahi Life Asset Management Co., Ltd. |
2025 Q3
|
153
|
$180M
|
| 07 Nov 2025, 18:54:10 |
13F-HR |
Financial Designs Corp |
2025 Q3
|
22
|
$173M
|
| 10 Nov 2025, 16:48:43 |
13F-HR |
Versant Venture Management, LLC |
2025 Q3
|
9
|
$212M
|
| 10 Nov 2025, 14:18:39 |
13F-HR |
Vulcan Value Partners, LLC |
2025 Q3
|
40
|
$5.52B
|
| 10 Nov 2025, 09:14:29 |
13F-HR |
Trivest Advisors Ltd |
2025 Q3
|
32
|
$3.13B
|
| 10 Nov 2025, 12:37:01 |
13F-HR |
Clayton Partners LLC |
2025 Q3
|
36
|
$132M
|
| 10 Nov 2025, 15:14:02 |
13F-HR |
Rwa Wealth Partners, Llc |
2025 Q3
|
608
|
$8.8B
|
| 10 Nov 2025, 13:44:39 |
13F-HR |
Granite Investment Partners, LLC |
2025 Q3
|
249
|
$1.76B
|
| 10 Nov 2025, 11:29:59 |
13F-HR |
Efficient Advisors, LLC |
2025 Q3
|
58
|
$1.77B
|
| 07 Nov 2025, 18:29:41 |
13F-HR |
Richmond Brothers, Inc. |
2025 Q3
|
34
|
$158M
|
| 10 Nov 2025, 15:44:29 |
13F-HR |
Waratah Capital Advisors Ltd. |
2025 Q3
|
138
|
$1.47B
|
| 10 Nov 2025, 16:18:21 |
13F-HR |
Krane Funds Advisors LLC |
2025 Q3
|
137
|
$3.52B
|
| 10 Nov 2025, 17:09:43 |
13F-HR |
Magellan Asset Management Ltd |
2025 Q3
|
82
|
$8.44B
|
| 10 Nov 2025, 17:12:36 |
13F-HR |
Affinity Investment Advisors, Llc |
2025 Q3
|
140
|
$148M
|
| 07 Nov 2025, 18:28:27 |
13F-HR |
Wharton Business Group, LLC |
2025 Q3
|
140
|
$2.28B
|
| 10 Nov 2025, 16:30:33 |
13F-HR |
Brookmont Capital Management |
2025 Q3
|
56
|
$180M
|
| 07 Nov 2025, 19:05:35 |
13F-HR |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2025 Q3
|
790
|
$4.97B
|
| 10 Nov 2025, 14:58:17 |
13F-HR |
Portland Global Advisors LLC |
2025 Q3
|
146
|
$896M
|
| 10 Nov 2025, 11:05:04 |
13F-HR |
Oldfield Partners LLP |
2025 Q3
|
20
|
$320M
|
| 10 Nov 2025, 15:08:11 |
13F-HR |
Cary Street Partners Financial Llc |
2025 Q3
|
928
|
$3.85B
|
| 10 Nov 2025, 16:31:06 |
13F-HR |
First American Financial Corp |
2025 Q3
|
3
|
$305M
|
| 10 Nov 2025, 11:53:52 |
13F-HR |
Sigma Planning Corp |
2025 Q3
|
1282
|
$3.52B
|