| NICOLET ADVISORY SERVICES, LLC |
2025 Q4
|
2/13/2026 |
421
|
$1.5 B
|
| Acasta Partners UK LLP |
2025 Q4
|
2/13/2026 |
19
|
$280 M
|
| Financial Gravity Asset Management, Inc. |
2025 Q4
|
2/13/2026 |
799
|
$520 M
|
| Slotnik Capital, LLC |
2025 Q4
|
2/13/2026 |
32
|
$430 M
|
| TritonPoint Partners, LLC |
2025 Q4
|
2/13/2026 |
152
|
$190 M
|
| SATOVSKY ASSET MANAGEMENT LLC |
2025 Q4
|
2/13/2026 |
72
|
$520 M
|
| Silvant Capital Management LLC |
2025 Q4
|
2/13/2026 |
407
|
$3.0 B
|
| 17 CAPITAL PARTNERS, LLC |
2025 Q4
|
2/13/2026 |
162
|
$190 M
|
| Frazier Life Sciences Management, L.P. |
2025 Q4
|
2/13/2026 |
40
|
$3.7 B
|
| Knox Lane LP |
2025 Q4
|
2/13/2026 |
1
|
$330 M
|
| Avid Wealth Partners LLC |
2025 Q4
|
2/13/2026 |
66
|
$200 M
|
| Sovereign Investment Advisors, LLC |
2025 Q4
|
2/13/2026 |
135
|
$400 M
|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
2025 Q4
|
2/13/2026 |
1,808
|
$170 B
|
| PB INVESTMENT PARTNERS, L.P. |
2025 Q4
|
2/13/2026 |
9
|
$160 M
|
| Truvestments Capital LLC |
2025 Q4
|
2/13/2026 |
1,038
|
$550 M
|
| Northwest Bancshares, Inc. |
2025 Q4
|
2/13/2026 |
227
|
$520 M
|
| Hudson Portfolio Management LLC |
2025 Q4
|
2/13/2026 |
108
|
$120 M
|
| TEXAS PERMANENT SCHOOL FUND CORP |
2025 Q2 - RESTATEMENT
|
2/13/2026 |
8
|
$3.0 B
|
| Bornite Capital Management LP |
2025 Q4
|
2/13/2026 |
28
|
$1.0 B
|
| OKABENA INVESTMENT SERVICES INC |
2025 Q4
|
2/13/2026 |
143
|
$520 M
|
| BARD ASSOCIATES INC |
2025 Q4
|
2/13/2026 |
241
|
$390 M
|
| PROSPECTOR PARTNERS LLC |
2025 Q4
|
2/13/2026 |
16
|
$47 M
|
| Kore Advisors LP |
2025 Q4
|
2/13/2026 |
16
|
$140 M
|
| CARL STUART INVESTMENT ADVISOR, INC |
2025 Q4
|
2/13/2026 |
17
|
$110 M
|
| Biondo Investment Advisors, LLC |
2025 Q4
|
2/13/2026 |
86
|
$830 M
|
| TEXAS PERMANENT SCHOOL FUND CORP |
2025 Q1 - RESTATEMENT
|
2/13/2026 |
8
|
$2.8 B
|
| TRUSTCO BANK CORP N Y |
2025 Q4
|
2/13/2026 |
133
|
$110 M
|
| COMMERCE BANK |
2025 Q4
|
2/13/2026 |
2,382
|
$18 B
|
| Bowie Capital Management, LLC |
2025 Q4
|
2/13/2026 |
33
|
$2.5 B
|
| VIRTUS ADVISERS, LLC |
2025 Q4
|
2/13/2026 |
653
|
$210 M
|
| Acorns Advisers, LLC |
2025 Q4
|
2/13/2026 |
105
|
$13 B
|
| TEXAS PERMANENT SCHOOL FUND CORP |
2024 Q2 - RESTATEMENT
|
2/13/2026 |
3
|
$950 M
|
| AVISO WEALTH MANAGEMENT |
2025 Q4
|
2/13/2026 |
146
|
$240 M
|
| Balanced Rock Investment Advisors LLC |
2025 Q4
|
2/13/2026 |
92
|
$140 M
|
| Quattro Advisors LLC |
2025 Q4
|
2/13/2026 |
547
|
$130 M
|
| Greenline Wealth Management LLC |
2025 Q4
|
2/13/2026 |
552
|
$97 M
|
| WIREGRASS INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/13/2026 |
98
|
$120 M
|
| Smartleaf Asset Management LLC |
2025 Q4
|
2/13/2026 |
3,491
|
$2.6 B
|
| Brick & Kyle, Associates |
2025 Q4
|
2/13/2026 |
60
|
$280 M
|
| C M BIDWELL & ASSOCIATES LTD |
2025 Q4
|
2/13/2026 |
484
|
$210 M
|
| VIRTUS ADVISERS, LLC |
2025 Q3 - RESTATEMENT
|
2/13/2026 |
583
|
$180 M
|
| Bridgefront Capital, LLC |
2025 Q4
|
2/13/2026 |
492
|
$400 M
|
| VIRTUS ADVISERS, LLC |
2025 Q2 - RESTATEMENT
|
2/13/2026 |
559
|
$160 M
|
| Vivo Capital, LLC |
2025 Q4
|
2/13/2026 |
47
|
$1.5 B
|
| Kopernik Global Investors, LLC |
2025 Q4
|
2/13/2026 |
27
|
$1.3 B
|
| Bulldog Investors, LLP |
2025 Q4
|
2/13/2026 |
223
|
$450 M
|
| Heitman Real Estate Securities LLC |
2025 Q4
|
2/13/2026 |
54
|
$1.4 B
|
| SYCAMORE PARTNERS MANAGEMENT, L.P. |
2025 Q4
|
2/13/2026 |
2
|
$58 M
|
| Blueprint Financial Advisors LLC |
2025 Q4
|
2/13/2026 |
98
|
$660 M
|
| MAPLELANE CAPITAL, LLC |
2025 Q4
|
2/13/2026 |
228
|
$2.8 B
|
| Advyzon Investment Management, LLC |
2025 Q4
|
2/13/2026 |
707
|
$860 M
|
| VIRTUS ADVISERS, LLC |
2025 Q1 - RESTATEMENT
|
2/13/2026 |
539
|
$150 M
|
| Fiduciary Trust Co |
2025 Q4
|
2/13/2026 |
1,555
|
$8.8 B
|
| Saraza Management, LP |
2025 Q4
|
2/13/2026 |
15
|
$260 M
|
| ELWOOD CAPITAL PARTNERS LP |
2025 Q4
|
2/13/2026 |
25
|
$170 M
|
| Chou Associates Management Inc. |
2025 Q4
|
2/13/2026 |
28
|
$200 M
|
| Vienna Asset Management LLC |
2025 Q4
|
2/13/2026 |
55
|
$180 M
|
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
2025 Q4
|
2/13/2026 |
122
|
$160 M
|
| Neo Ivy Capital Management |
2025 Q4
|
2/13/2026 |
336
|
$630 M
|
| Sterling Capital Management LLC |
2025 Q4
|
2/13/2026 |
3,420
|
$6.2 B
|
| Baird Financial Group, Inc. |
2025 Q4
|
2/13/2026 |
3,138
|
$64 B
|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
2025 Q4
|
2/13/2026 |
697
|
$19 B
|
| FLOW TRADERS U.S. LLC |
2025 Q4
|
2/13/2026 |
889
|
$3.1 B
|
| GTS SECURITIES LLC |
2025 Q4
|
2/13/2026 |
1,356
|
$2.9 B
|
| RHUMBLINE ADVISERS |
2025 Q4
|
2/13/2026 |
4,187
|
$120 B
|
| PINNEY & SCOFIELD, INC. |
2025 Q4
|
2/13/2026 |
212
|
$180 M
|
| Pitcairn Wealth Advisors LLC |
2025 Q4
|
2/13/2026 |
267
|
$1.1 B
|
| FIRST SABREPOINT CAPITAL MANAGEMENT LP |
2025 Q4
|
2/13/2026 |
29
|
$260 M
|
| Latash Investments, LLC |
2025 Q4
|
2/13/2026 |
18
|
$150 M
|
| Cutler Capital Management, LLC |
2025 Q4
|
2/13/2026 |
122
|
$340 M
|
| Strategies Wealth Advisors, LLC |
2025 Q4
|
2/13/2026 |
187
|
$1.0 B
|
| OXFORD FINANCIAL GROUP, LTD. LLC |
2025 Q4
|
2/13/2026 |
289
|
$1.8 B
|
| University of Wisconsin Foundation |
2025 Q4
|
2/13/2026 |
8
|
$120 M
|
| WBI INVESTMENTS, LLC |
2025 Q4
|
2/13/2026 |
484
|
$380 M
|
| LiftPoint Family Wealth Advisors LLC |
2025 Q4
|
2/13/2026 |
53
|
$120 M
|
| BECKER CAPITAL MANAGEMENT INC |
2025 Q4
|
2/13/2026 |
301
|
$3.5 B
|
| MORGAN STANLEY |
2025 Q4
|
2/13/2026 |
45,420
|
$1.7 T
|
| BWCP, LP |
2025 Q4
|
2/13/2026 |
29
|
$600 M
|
| Treasurer of the State of North Carolina |
2025 Q4
|
2/13/2026 |
1,010
|
$31 B
|
| SCHRODER INVESTMENT MANAGEMENT GROUP |
2025 Q4
|
2/13/2026 |
3,250
|
$130 B
|
| Heritage Wealth Advisors |
2025 Q4
|
2/13/2026 |
609
|
$2.6 B
|
| PERSPECTIVE WEALTH ADVISORS LLC |
2025 Q4
|
2/13/2026 |
55
|
$140 M
|
| PRUDENTIAL FINANCIAL INC |
2025 Q4
|
2/13/2026 |
3,402
|
$83 B
|
| Merk Investments LLC |
2025 Q4
|
2/13/2026 |
10
|
$360 M
|
| TOYOTA MOTOR CORP/ |
2025 Q4
|
2/13/2026 |
5
|
$3.4 B
|
| PLANWISER FINANCIAL, LLC |
2025 Q4 - RESTATEMENT
|
2/13/2026 |
47
|
$130 M
|
| First Washington CORP |
2025 Q4
|
2/13/2026 |
58
|
$390 M
|
| Union Heritage Capital, LLC |
2025 Q4
|
2/13/2026 |
60
|
$300 M
|
| W ADVISORS, LLC |
2025 Q4
|
2/13/2026 |
235
|
$200 M
|
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2025 Q4
|
2/13/2026 |
66
|
$4.4 B
|
| Tekne Capital Management, LLC |
2025 Q4
|
2/13/2026 |
7
|
$280 M
|
| First Long Island Investors, LLC |
2025 Q4
|
2/13/2026 |
74
|
$1.4 B
|
| GM Advisory Group, LLC |
2025 Q4
|
2/13/2026 |
346
|
$2.6 B
|
| Fayez Sarofim & Co |
2025 Q4
|
2/13/2026 |
551
|
$42 B
|
| BRIGHTLINE CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/13/2026 |
8
|
$250 M
|
| UMB Bank, n.a. |
2025 Q4
|
2/13/2026 |
3,132
|
$7.5 B
|
| Excelsior Advisor Network LLC |
2025 Q4
|
2/13/2026 |
168
|
$210 M
|
| McAdam, LLC |
2025 Q4
|
2/13/2026 |
433
|
$2.2 B
|
| Stembrook Asset Management, LLC |
2025 Q4
|
2/13/2026 |
48
|
$110 M
|
| Hudson Bay Capital Management LP |
2025 Q4
|
2/13/2026 |
1,279
|
$30 B
|