| PERKINS CAPITAL MANAGEMENT INC |
2025 Q3
|
10/31/2025 |
83
|
$110 M
|
| ALGEBRIS (UK) LTD |
2025 Q3
|
10/31/2025 |
68
|
$880 M
|
| LIBERTY WEALTH MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
250
|
$710 M
|
| KEYNOTE FINANCIAL SERVICES LLC |
2025 Q3
|
10/31/2025 |
163
|
$170 M
|
| Cullen/Frost Bankers, Inc. |
2025 Q3
|
10/31/2025 |
1,321
|
$8.6 B
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2025 Q3
|
10/31/2025 |
55
|
$12 B
|
| PMG Wealth Management, Inc. |
2025 Q3
|
10/31/2025 |
55
|
$130 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2025 Q3
|
10/31/2025 |
354
|
$4.8 B
|
| WHITTIER TRUST CO OF NEVADA INC |
2025 Q3
|
10/31/2025 |
1,579
|
$4.7 B
|
| Retirement Systems of Alabama |
2025 Q3
|
10/31/2025 |
945
|
$30 B
|
| FIRST CITIZENS BANK & TRUST CO |
2025 Q3
|
10/31/2025 |
884
|
$4.6 B
|
| WHITTIER TRUST CO |
2025 Q3
|
10/31/2025 |
1,665
|
$8.8 B
|
| Capital Investment Counsel, Inc |
2025 Q3
|
10/31/2025 |
196
|
$820 M
|
| International City Management Association Retirement Corp |
2025 Q3
|
10/31/2025 |
6
|
$200 M
|
| LB Partners LLC |
2025 Q3
|
10/31/2025 |
29
|
$160 M
|
| TFR Capital, LLC. |
2025 Q3
|
10/31/2025 |
163
|
$300 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2025 Q3
|
10/31/2025 |
229
|
$300 M
|
| William Marsh Rice University |
2025 Q3
|
10/31/2025 |
2
|
$150 M
|
| 1834 INVESTMENT ADVISORS CO |
2025 Q3
|
10/31/2025 |
204
|
$810 M
|
| PATTEN & PATTEN INC/TN |
2025 Q3
|
10/31/2025 |
344
|
$1.7 B
|
| BLB&B Advisors, LLC |
2025 Q3
|
10/31/2025 |
389
|
$2.3 B
|
| Newport Trust Company, LLC |
2025 Q3
|
10/31/2025 |
63
|
$44 B
|
| Quilter Plc |
2025 Q3
|
10/31/2025 |
303
|
$5.8 B
|
| Cheviot Value Management, LLC |
2025 Q3
|
10/31/2025 |
444
|
$940 M
|
| Maytree Asset Management Ltd |
2025 Q3
|
10/31/2025 |
11
|
$110 M
|
| MBM WEALTH CONSULTANTS, LLC |
2025 Q3
|
10/31/2025 |
108
|
$400 M
|
| PROVIDENT TRUST CO |
2025 Q3
|
10/31/2025 |
23
|
$6.0 B
|
| AMF Tjanstepension AB |
2025 Q3
|
10/31/2025 |
109
|
$9.3 B
|
| SECTOR GAMMA AS |
2025 Q3
|
10/31/2025 |
41
|
$400 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
179
|
$810 M
|
| Incentive AS |
2025 Q3
|
10/31/2025 |
1
|
$86 M
|
| CIBC Asset Management Inc |
2025 Q3
|
10/31/2025 |
1,239
|
$35 B
|
| Heritage Investment Group, Inc. |
2025 Q3
|
10/31/2025 |
113
|
$620 M
|
| BARRETT & COMPANY, INC. |
2025 Q3
|
10/31/2025 |
639
|
$290 M
|
| Frazier Financial Advisors, LLC |
2025 Q3
|
10/31/2025 |
641
|
$160 M
|
| SAGESPRING WEALTH PARTNERS, LLC |
2025 Q3
|
10/31/2025 |
733
|
$5.1 B
|
| PING CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/31/2025 |
72
|
$290 M
|
| CASTLE WEALTH MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
129
|
$300 M
|
| STONERIDGE INVESTMENT PARTNERS LLC |
2025 Q3
|
10/31/2025 |
122
|
$150 M
|
| Fairman Group, LLC |
2025 Q3
|
10/31/2025 |
274
|
$120 M
|
| Owen LaRue, LLC |
2025 Q3
|
10/31/2025 |
117
|
$250 M
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
137
|
$140 M
|
| Robocap Asset Management Ltd |
2025 Q3
|
10/31/2025 |
25
|
$160 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
835
|
$1.2 B
|
| Mendel Capital Management LLC |
2025 Q3
|
10/31/2025 |
99
|
$190 M
|
| INVESTMENT HOUSE LLC |
2025 Q3
|
10/31/2025 |
223
|
$2.1 B
|
| Global Assets Advisory, LLC |
2025 Q3
|
10/31/2025 |
279
|
$340 M
|
| Antonelli Financial Advisors, LLC |
2025 Q3
|
10/31/2025 |
46
|
$150 M
|
| GRAND WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
72
|
$210 M
|
| Biltmore Family Office, LLC |
2025 Q3
|
10/31/2025 |
288
|
$700 M
|
| Maestria Partners LLC |
2025 Q3
|
10/31/2025 |
14
|
$320 M
|
| October Effect Ltd |
2025 Q3
|
10/31/2025 |
55
|
$91 M
|
| GDS Wealth Management |
2025 Q3
|
10/31/2025 |
186
|
$1.5 B
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2025 Q3
|
10/31/2025 |
149
|
$830 M
|
| ARK & TLK INVESTMENTS, LLC |
2025 Q3
|
10/31/2025 |
114
|
$320 M
|
| CERTIOR FINANCIAL GROUP, LLC |
2025 Q3
|
10/31/2025 |
139
|
$150 M
|
| Seelaus Asset Management LLC |
2025 Q3 - RESTATEMENT
|
10/31/2025 |
181
|
$130 M
|
| Blackhawk Capital Partners, LLC |
2025 Q3
|
10/31/2025 |
152
|
$260 M
|
| Trek Financial, LLC |
2025 Q3
|
10/31/2025 |
437
|
$1.7 B
|
| Shelter Ins Retirement Plan |
2025 Q3
|
10/31/2025 |
8
|
$90 M
|
| Acorn Wealth Advisors, LLC |
2025 Q3
|
10/31/2025 |
281
|
$320 M
|
| Virtue Capital Management, LLC |
2025 Q3
|
10/31/2025 |
298
|
$630 M
|
| Shelter Mutual Insurance Co |
2025 Q3
|
10/31/2025 |
58
|
$450 M
|
| CONQUIS FINANCIAL LLC |
2025 Q3
|
10/31/2025 |
56
|
$110 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
216
|
$1.4 B
|
| Lightrock Netherlands B.V. |
2025 Q3
|
10/31/2025 |
39
|
$380 M
|
| Seelaus Asset Management LLC |
2025 Q3
|
10/31/2025 |
181
|
$130 M
|
| Oxbow Advisors, LLC |
2025 Q3
|
10/31/2025 |
223
|
$1.1 B
|
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
2025 Q3
|
10/31/2025 |
162
|
$2.5 B
|
| BAM Wealth Management, LLC |
2025 Q3
|
10/31/2025 |
221
|
$130 M
|
| JFG Wealth Management, LLC |
2025 Q3
|
10/31/2025 |
67
|
$510 M
|
| Opus Capital Group, LLC |
2025 Q3
|
10/31/2025 |
137
|
$890 M
|
| Peachtree Investment Partners, LLC |
2025 Q3
|
10/31/2025 |
128
|
$290 M
|
| Privium Fund Management (UK) Ltd |
2025 Q3
|
10/31/2025 |
11
|
$160 M
|
| Modera Wealth Management, LLC |
2025 Q3
|
10/31/2025 |
646
|
$8.6 B
|
| Rockport Wealth LLC |
2025 Q3
|
10/31/2025 |
91
|
$490 M
|
| Brueske Advisory Services, LLC |
2025 Q3
|
10/31/2025 |
65
|
$180 M
|
| MontVue Capital Management, Inc. |
2025 Q3
|
10/31/2025 |
66
|
$150 M
|
| Avory & Company, LLC |
2025 Q3
|
10/31/2025 |
33
|
$170 M
|
| BWM Planning, LLC |
2025 Q3
|
10/31/2025 |
119
|
$340 M
|
| Taylor Financial Group, Inc. |
2025 Q3
|
10/31/2025 |
105
|
$170 M
|
| AIGH Capital Management LLC |
2025 Q3
|
10/31/2025 |
76
|
$350 M
|
| PFG Investments, LLC |
2025 Q3
|
10/31/2025 |
1,111
|
$1.9 B
|
| Edge Financial Advisors LLC |
2025 Q3
|
10/31/2025 |
147
|
$220 M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/31/2025 |
49
|
$210 M
|
| Symphony Financial, Ltd. Co. |
2025 Q3
|
10/31/2025 |
270
|
$820 M
|
| Inlet Private Wealth, LLC |
2025 Q3
|
10/31/2025 |
133
|
$440 M
|
| Mn Services Vermogensbeheer B.V. |
2025 Q3
|
10/31/2025 |
458
|
$15 B
|
| ARGA Investment Management, LP |
2025 Q3
|
10/31/2025 |
110
|
$3.8 B
|
| GHP Investment Advisors, Inc. |
2025 Q3
|
10/31/2025 |
1,156
|
$2.4 B
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/31/2025 |
113
|
$290 M
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2025 Q3
|
10/31/2025 |
37
|
$41 M
|
| Y-Intercept (Hong Kong) Ltd |
2025 Q3
|
10/31/2025 |
1,509
|
$4.2 B
|
| BAILLIE GIFFORD & CO |
2025 Q3
|
10/31/2025 |
905
|
$130 B
|
| Value Star Asset Management (Hong Kong) Ltd |
2025 Q3
|
10/31/2025 |
11
|
$49 M
|
| Resona Asset Management Co.,Ltd. |
2025 Q3
|
10/31/2025 |
810
|
$21 B
|
| Mitsubishi UFJ Trust & Banking Corp |
2025 Q3
|
10/31/2025 |
1,600
|
$46 B
|
| UniSuper Management Pty Ltd |
2025 Q3
|
10/31/2025 |
676
|
$16 B
|
| Glencore plc |
2025 Q3
|
10/31/2025 |
3
|
$4.0 B
|
| FACTORIAL MANAGEMENT Ltd |
2025 Q3
|
10/31/2025 |
3
|
$5.0 M
|