| All Terrain Financial Advisors, LLC |
2025 Q2
|
8/12/2025 |
117
|
$350 M
|
| Hobbs Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
49
|
$100 M
|
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
2025 Q2
|
8/12/2025 |
11
|
$3.1 B
|
| Burk Holdings LLC |
2025 Q1
|
8/12/2025 |
58
|
$130 M
|
| Maia Wealth LLC |
2025 Q2
|
8/12/2025 |
324
|
$520 M
|
| Twin Lions Management LLC |
2025 Q2
|
8/12/2025 |
8
|
$150 M
|
| Arvin Capital Management LP |
2025 Q2
|
8/12/2025 |
40
|
$490 M
|
| Worth Venture Partners, LLC |
2025 Q2
|
8/12/2025 |
42
|
$65 M
|
| Northwest & Ethical Investments L.P. |
2025 Q2
|
8/12/2025 |
490
|
$4.0 B
|
| CHOREO, LLC |
2025 Q2
|
8/12/2025 |
1,527
|
$7.2 B
|
| Blue Whale Capital LLP |
2025 Q2
|
8/12/2025 |
20
|
$1.5 B
|
| CORRECT CAPITAL WEALTH MANAGEMENT |
2025 Q2
|
8/12/2025 |
133
|
$680 M
|
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
2025 Q2
|
8/12/2025 |
268
|
$32 M
|
| Teramo Advisors, LLC |
2025 Q2
|
8/12/2025 |
23
|
$350 M
|
| Kite Lake Capital Management (UK) LLP |
2024 Q2 - NEW HOLDINGS
|
8/12/2025 |
6
|
$72 M
|
| Silphium Asset Management Ltd |
2025 Q2
|
8/12/2025 |
35
|
$280 M
|
| PATRIOT FINANCIAL PARTNERS GP, LP |
2025 Q2
|
8/12/2025 |
9
|
$280 M
|
| Forager Capital Management, LLC |
2025 Q2
|
8/12/2025 |
11
|
$200 M
|
| Burk Holdings LLC |
2025 Q2
|
8/12/2025 |
60
|
$160 M
|
| Sherwood Financial Partners, LLC |
2025 Q2
|
8/12/2025 |
8
|
$110 M
|
| Weitzel Financial Services, Inc. |
2025 Q2
|
8/12/2025 |
48
|
$240 M
|
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC |
2025 Q2
|
8/12/2025 |
44
|
$2.4 B
|
| CLIFFORD CAPITAL PARTNERS LLC |
2025 Q2
|
8/12/2025 |
46
|
$520 M
|
| SOUTH PLAINS FINANCIAL, INC. |
2025 Q2
|
8/12/2025 |
321
|
$140 M
|
| Kaye Capital Management |
2025 Q2
|
8/12/2025 |
41
|
$260 M
|
| NASPERS LTD |
2025 Q2
|
8/12/2025 |
4
|
$710 M
|
| PFC CAPITAL GROUP, INC. |
2025 Q2
|
8/12/2025 |
82
|
$220 M
|
| Jaffetilchin Investment Partners, LLC |
2025 Q2
|
8/12/2025 |
427
|
$1.5 B
|
| DCF Advisers, LLC |
2025 Q2
|
8/12/2025 |
84
|
$220 M
|
| Quadcap Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
393
|
$790 M
|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2025 Q2
|
8/12/2025 |
5
|
$510 M
|
| EDGAR LOMAX CO/VA |
2025 Q2
|
8/12/2025 |
58
|
$1.6 B
|
| INSIGNEO ADVISORY SERVICES, LLC |
2025 Q2
|
8/12/2025 |
678
|
$1.2 B
|
| Adalta Capital Management LLC |
2025 Q2
|
8/12/2025 |
121
|
$200 M
|
| Sharp Capital Gestora de Recursos Ltda. |
2025 Q2
|
8/12/2025 |
6
|
$100 M
|
| CreativeOne Wealth, LLC |
2025 Q2
|
8/12/2025 |
1,810
|
$3.8 B
|
| NFC Investments, LLC |
2025 Q2
|
8/12/2025 |
36
|
$350 M
|
| HORIZON KINETICS ASSET MANAGEMENT LLC |
2025 Q2
|
8/12/2025 |
352
|
$8.4 B
|
| Discerene Group LP |
2025 Q2
|
8/12/2025 |
13
|
$970 M
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
2025 Q2
|
8/12/2025 |
343
|
$1.4 B
|
| Act Two Investors LLC |
2025 Q2
|
8/12/2025 |
37
|
$490 M
|
| MARIPAU WEALTH MANAGEMENT LLC |
2025 Q2
|
8/12/2025 |
160
|
$200 M
|
| Atlas Venture Life Science Advisors, LLC |
2025 Q2
|
8/12/2025 |
11
|
$660 M
|
| Hill Investment Group Partners, LLC |
2025 Q2
|
8/12/2025 |
51
|
$770 M
|
| FIDUCIENT ADVISORS LLC |
2025 Q2
|
8/12/2025 |
153
|
$820 M
|
| Vitol Holding B.V. |
2025 Q2
|
8/12/2025 |
3
|
$14 M
|
| Champlain Investment Partners, LLC |
2025 Q2
|
8/12/2025 |
135
|
$14 B
|
| BIOS Capital Management, LP |
2025 Q2
|
8/12/2025 |
9
|
$73 M
|
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
2025 Q2
|
8/12/2025 |
22,303
|
$0
|
| RPG Investment Advisory, LLC |
2025 Q2
|
8/12/2025 |
85
|
$800 M
|
| Teilinger Capital Ltd. |
2025 Q2
|
8/12/2025 |
6
|
$100 M
|
| Resolute Wealth Strategies, LLC |
2025 Q2
|
8/12/2025 |
101
|
$190 M
|
| Cornerstone Capital, Inc. |
2025 Q2
|
8/12/2025 |
99
|
$960 M
|
| Southeast Asset Advisors, LLC |
2025 Q2
|
8/12/2025 |
191
|
$840 M
|
| Columbia Bank |
2025 Q2
|
8/12/2025 |
290
|
$330 M
|
| Mithril II GP LP |
2025 Q2
|
8/12/2025 |
2
|
$29 M
|
| Accel Growth Fund V Associates L.L.C. |
2025 Q2
|
8/12/2025 |
2
|
$110 M
|
| Laurel Wealth Advisors LLC |
2025 Q2
|
8/12/2025 |
698
|
$7.0 B
|
| Spectrum Wealth Advisory Group, LLC |
2025 Q2
|
8/12/2025 |
62
|
$210 M
|
| TSG Consumer Partners LP |
2025 Q2
|
8/12/2025 |
1
|
$160 M
|
| Chaney Capital Management, Inc. |
2025 Q2
|
8/12/2025 |
35
|
$250 M
|
| RiverFront Investment Group, LLC |
2025 Q2
|
8/12/2025 |
316
|
$5.1 B
|
| EDMOND DE ROTHSCHILD HOLDING S.A. |
2025 Q2
|
8/12/2025 |
1,024
|
$6.3 B
|
| WESTPORT ASSET MANAGEMENT INC |
2025 Q2
|
8/12/2025 |
76
|
$230 M
|
| Timber Creek Capital Management LLC |
2025 Q2
|
8/12/2025 |
82
|
$390 M
|
| Accel Leaders 4 Associates L.P. |
2025 Q2
|
8/12/2025 |
1
|
$250 M
|
| XTX Topco Ltd |
2025 Q2
|
8/12/2025 |
2,275
|
$2.4 B
|
| Bullseye Asset Management LLC |
2025 Q2
|
8/12/2025 |
65
|
$200 M
|
| One Charles Private Wealth Services, LLC |
2025 Q2
|
8/12/2025 |
166
|
$360 M
|
| Aviso Financial Inc. |
2025 Q2
|
8/12/2025 |
350
|
$2.2 B
|
| Kimelman & Baird, LLC |
2025 Q2
|
8/12/2025 |
342
|
$1.2 B
|
| AMERICAN ASSET MANAGEMENT INC. |
2025 Q2
|
8/12/2025 |
28
|
$110 M
|
| NDVR, Inc. |
2025 Q2
|
8/12/2025 |
103
|
$110 M
|
| FreeGulliver LLC |
2025 Q2
|
8/12/2025 |
88
|
$220 M
|
| Steward Partners Investment Advisory, LLC |
2025 Q2
|
8/12/2025 |
4,117
|
$13 B
|
| Tieton Capital Management, LLC |
2025 Q2
|
8/12/2025 |
34
|
$260 M
|
| ATALANTA SOSNOFF CAPITAL, LLC |
2025 Q2
|
8/12/2025 |
154
|
$4.9 B
|
| QVR LLC |
2025 Q2
|
8/12/2025 |
72
|
$980 M
|
| RK Capital Management, LLC/FL |
2023 Q4
|
8/12/2025 |
1
|
$0
|
| Castle Creek Capital Partners VI, LP |
2025 Q2
|
8/12/2025 |
2
|
$54 M
|
| Crestview Partners IV GP, L.P. |
2025 Q2
|
8/12/2025 |
2
|
$270 M
|
| Fidelity National Financial, Inc. |
2025 Q2
|
8/12/2025 |
14
|
$4.0 B
|
| SlateStone Wealth, LLC |
2025 Q2
|
8/12/2025 |
292
|
$1.1 B
|
| Armor Investment Advisors, LLC |
2025 Q2
|
8/12/2025 |
153
|
$270 M
|
| Bandera Partners LLC |
2025 Q2
|
8/12/2025 |
14
|
$220 M
|
| Associated Banc-Corp |
2025 Q2
|
8/12/2025 |
321
|
$3.5 B
|
| Crestview Partners III GP, L.P. |
2025 Q2
|
8/12/2025 |
3
|
$320 M
|
| Elo Mutual Pension Insurance Co |
2025 Q2
|
8/12/2025 |
626
|
$4.9 B
|
| Foresite Capital Management VI LLC |
2025 Q2
|
8/12/2025 |
20
|
$180 M
|
| Financial Advocates Investment Management |
2025 Q2
|
8/12/2025 |
627
|
$1.2 B
|
| Crestview Partners II GP, L.P. |
2025 Q2
|
8/12/2025 |
3
|
$550 M
|
| Foresite Capital Management V, LLC |
2025 Q2
|
8/12/2025 |
6
|
$81 M
|
| Verity & Verity, LLC |
2025 Q2
|
8/12/2025 |
133
|
$1.2 B
|
| Advisors Asset Management, Inc. |
2025 Q2
|
8/12/2025 |
1,472
|
$5.6 B
|
| Foresite Capital Management IV, LLC |
2025 Q2
|
8/12/2025 |
6
|
$120 M
|
| OPUS INVESTMENT MANAGEMENT INC |
2025 Q2
|
8/12/2025 |
29
|
$150 M
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2025 Q2
|
8/12/2025 |
298
|
$550 M
|
| HIGHLAND PEAK CAPITAL, LLC |
2025 Q2
|
8/12/2025 |
13
|
$270 M
|
| New Republic Capital, LLC |
2025 Q2
|
8/12/2025 |
248
|
$280 M
|
| PLANNING ALTERNATIVES LTD /ADV |
2025 Q2
|
8/12/2025 |
80
|
$720 M
|