| BRANDYWINE TRUST CO |
2025 Q3
|
11/13/2025 |
33
|
$660 M
|
| Resolute Advisors LLC |
2025 Q3
|
11/13/2025 |
75
|
$390 M
|
| SHCP, LLC |
2025 Q3
|
11/13/2025 |
1
|
$27 k
|
| Anson Funds Management LP |
2025 Q3
|
11/13/2025 |
112
|
$1.1 B
|
| Wildcat Capital Management, LLC |
2025 Q3
|
11/13/2025 |
5
|
$150 M
|
| Grandeur Peak Global Advisors, LLC |
2025 Q3
|
11/13/2025 |
104
|
$750 M
|
| Chieftain Capital Management, Inc. |
2025 Q3
|
11/13/2025 |
1
|
$0
|
| S Squared Technology, LLC |
2025 Q3
|
11/13/2025 |
36
|
$260 M
|
| First Western Trust Bank |
2025 Q3
|
11/13/2025 |
262
|
$2.2 B
|
| Ruane, Cunniff & Goldfarb L.P. |
2025 Q3
|
11/13/2025 |
47
|
$6.0 B
|
| NFJ INVESTMENT GROUP, LLC |
2025 Q3
|
11/13/2025 |
565
|
$2.9 B
|
| Quaker Capital Investments, LLC |
2025 Q3
|
11/13/2025 |
21
|
$370 M
|
| Oaktree Fund Advisors, LLC |
2025 Q3
|
11/13/2025 |
18
|
$54 M
|
| BRANDYWINE MANAGERS, LLC |
2025 Q3
|
11/13/2025 |
37
|
$100 M
|
| S. R. Schill & Associates |
2025 Q3
|
11/13/2025 |
25
|
$140 M
|
| Vienna Asset Management LLC |
2025 Q3
|
11/13/2025 |
54
|
$170 M
|
| HoldCo Asset Management, LP |
2025 Q3
|
11/13/2025 |
26
|
$950 M
|
| Hyperion Capital Advisors LP |
2025 Q3
|
11/13/2025 |
62
|
$190 M
|
| Wishbone Management, LP |
2025 Q3
|
11/13/2025 |
4
|
$190 M
|
| LANSDOWNE PARTNERS (UK) LLP |
2025 Q3
|
11/13/2025 |
58
|
$1.2 B
|
| NEEDHAM INVESTMENT MANAGEMENT LLC |
2025 Q3
|
11/13/2025 |
315
|
$1.4 B
|
| US BANCORP \DE\ |
2025 Q3
|
11/12/2025 |
9,529
|
$84 B
|
| WESTPAC BANKING CORP |
2025 Q3
|
11/12/2025 |
780
|
$1.6 B
|
| PRIMECAP MANAGEMENT CO/CA/ |
2025 Q3
|
11/12/2025 |
327
|
$130 B
|
| Great Hill Capital LLC |
2025 Q3
|
11/12/2025 |
54
|
$640 M
|
| Clarion Wealth Managment Partners, LLC |
2025 Q3
|
11/12/2025 |
82
|
$100 M
|
| Dogwood Wealth Management LLC |
2025 Q3
|
11/12/2025 |
750
|
$220 M
|
| Brucke Financial, Inc. |
2025 Q3
|
11/12/2025 |
161
|
$170 M
|
| Forge Financial Services LLC |
2025 Q3
|
11/12/2025 |
22
|
$210 M
|
| WIM INVESTMENT MANAGEMENT Ltd |
2025 Q3
|
11/12/2025 |
18
|
$390 M
|
| Virtus Wealth Solutions LLC |
2025 Q3
|
11/12/2025 |
50
|
$520 M
|
| Headwater Capital Co Ltd |
2025 Q3
|
11/12/2025 |
17
|
$410 M
|
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
541
|
$1.7 B
|
| GCQ FUNDS MANAGEMENT PTY Ltd |
2025 Q3
|
11/12/2025 |
11
|
$660 M
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2025 Q3
|
11/12/2025 |
291
|
$180 M
|
| Chaney Capital Management, Inc. |
2025 Q3
|
11/12/2025 |
38
|
$280 M
|
| OV Management LLC |
2025 Q3
|
11/12/2025 |
56
|
$120 M
|
| ENGLISH CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
36
|
$150 M
|
| Bare Financial Services, Inc |
2025 Q3
|
11/12/2025 |
1,955
|
$330 M
|
| Bear Mountain Capital, Inc. |
2025 Q3
|
11/12/2025 |
323
|
$300 M
|
| Kensington Asset Management, LLC |
2025 Q3
|
11/12/2025 |
37
|
$1.7 B
|
| Call To Action Foundation |
2025 Q3
|
11/12/2025 |
1
|
$560 M
|
| Citizens Business Bank |
2025 Q3
|
11/12/2025 |
242
|
$600 M
|
| Mill Creek Capital Advisors, LLC |
2025 Q3
|
11/12/2025 |
271
|
$4.9 B
|
| Second Half Financial Partners, LLC |
2025 Q3
|
11/12/2025 |
96
|
$230 M
|
| SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q3
|
11/12/2025 |
38
|
$120 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2025 Q3
|
11/12/2025 |
316
|
$830 M
|
| Empirical Asset Management, LLC |
2025 Q3
|
11/12/2025 |
368
|
$360 M
|
| Lansing Street Advisors |
2025 Q3
|
11/12/2025 |
142
|
$380 M
|
| Pinnacle Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
37
|
$150 M
|
| Buska Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
75
|
$330 M
|
| FJ Investments, LLC |
2025 Q3
|
11/12/2025 |
6
|
$1.5 B
|
| Iyo Bank, Ltd. |
2025 Q3
|
11/12/2025 |
41
|
$270 M
|
| Interchange Capital Partners, LLC |
2025 Q3
|
11/12/2025 |
365
|
$510 M
|
| Kaizen Financial Strategies |
2025 Q3
|
11/12/2025 |
151
|
$220 M
|
| IvyRock Asset Management (HK) Ltd |
2025 Q3
|
11/12/2025 |
20
|
$230 M
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
348
|
$720 M
|
| Amitell Capital Pte Ltd |
2025 Q3
|
11/12/2025 |
44
|
$160 M
|
| Total Clarity Wealth Management, Inc. |
2025 Q3
|
11/12/2025 |
285
|
$380 M
|
| 360 Financial, Inc. |
2025 Q3
|
11/12/2025 |
85
|
$310 M
|
| Weaver Consulting Group |
2025 Q3
|
11/12/2025 |
264
|
$390 M
|
| Advisor OS, LLC |
2025 Q3
|
11/12/2025 |
1,831
|
$1.2 B
|
| Bonfire Financial |
2025 Q3
|
11/12/2025 |
56
|
$130 M
|
| AAF Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
47
|
$220 M
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
223
|
$10 B
|
| AlphaCore Capital LLC |
2025 Q3
|
11/12/2025 |
1,080
|
$3.0 B
|
| Northwest Quadrant Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
74
|
$470 M
|
| Hapanowicz & Associates Financial Services, Inc |
2025 Q3
|
11/12/2025 |
34
|
$220 M
|
| CHOREO, LLC |
2025 Q3
|
11/12/2025 |
1,569
|
$7.7 B
|
| Integrated Advisors Network LLC |
2025 Q3
|
11/12/2025 |
771
|
$2.4 B
|
| Hurley Capital, LLC |
2025 Q3
|
11/12/2025 |
692
|
$180 M
|
| Starr Indemnity & Liability Co |
2025 Q3
|
11/12/2025 |
4
|
$310 M
|
| XPONANCE, INC. |
2025 Q3
|
11/12/2025 |
1,526
|
$13 B
|
| AIMZ Investment Advisors, LLC |
2025 Q3
|
11/12/2025 |
128
|
$320 M
|
| Willow Creek Wealth Management Inc. |
2025 Q3
|
11/12/2025 |
180
|
$1.2 B
|
| RiverGlades Family Offices LLC |
2025 Q3
|
11/12/2025 |
91
|
$160 M
|
| RKL Wealth Management LLC |
2025 Q3
|
11/12/2025 |
178
|
$1.2 B
|
| Pacific Ridge Capital Partners, LLC |
2025 Q3
|
11/12/2025 |
135
|
$450 M
|
| West Family Investments, Inc. |
2025 Q3
|
11/12/2025 |
377
|
$440 M
|
| Turiya Advisors Asia Ltd |
2025 Q3
|
11/12/2025 |
4
|
$380 M
|
| Partners Group Holding AG |
2025 Q3
|
11/12/2025 |
38
|
$1.8 B
|
| Parametrica Management Ltd |
2025 Q3
|
11/12/2025 |
23
|
$65 M
|
| FOX RUN MANAGEMENT, L.L.C. |
2025 Q3
|
11/12/2025 |
872
|
$640 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2025 Q3
|
11/12/2025 |
78
|
$8.6 B
|
| Mesirow Financial Investment Management, Inc. |
2025 Q3
|
11/12/2025 |
554
|
$5.6 B
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
2025 Q3
|
11/12/2025 |
1,605
|
$140 B
|
| DNB ASSET MANAGEMENT AS |
2025 Q3
|
11/12/2025 |
731
|
$27 B
|
| K.J. Harrison & Partners Inc |
2025 Q3
|
11/12/2025 |
206
|
$700 M
|
| MAR VISTA INVESTMENT PARTNERS LLC |
2025 Q3
|
11/12/2025 |
32
|
$1.2 B
|
| CVentures, Inc. |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| Private Capital Advisors, Inc. |
2025 Q3
|
11/12/2025 |
81
|
$900 M
|
| C V STARR & CO INC |
2025 Q3
|
11/12/2025 |
5
|
$220 M
|
| CUMBERLAND ADVISORS INC |
2025 Q3
|
11/12/2025 |
48
|
$260 M
|
| WESTFIELD CAPITAL MANAGEMENT CO LP |
2025 Q3
|
11/12/2025 |
235
|
$24 B
|
| ROBOTTI ROBERT |
2025 Q3
|
11/12/2025 |
80
|
$580 M
|
| INTECH INVESTMENT MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
2,994
|
$11 B
|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2025 Q3
|
11/12/2025 |
390
|
$3.0 B
|
| GREENWOOD GEARHART INC |
2025 Q3
|
11/12/2025 |
104
|
$1.7 B
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2025 Q3
|
11/12/2025 |
105
|
$440 M
|
| ROBERTS GLORE & CO INC /IL/ |
2025 Q3
|
11/12/2025 |
217
|
$370 M
|