| Barden Capital Management, Inc. |
2025 Q3
|
11/12/2025 |
59
|
$120 M
|
| AI-Squared Management Ltd |
2025 Q3
|
11/12/2025 |
20
|
$96 M
|
| Parallel Advisors, LLC |
2025 Q3
|
11/12/2025 |
3,547
|
$5.5 B
|
| Meiji Yasuda Life Insurance Co |
2025 Q3
|
11/12/2025 |
224
|
$3.5 B
|
| VSM Wealth Advisory, LLC |
2025 Q3
|
11/12/2025 |
445
|
$320 M
|
| Matthew 25 Management Corp |
2025 Q3
|
11/12/2025 |
19
|
$320 M
|
| Capital Today Evergreen Fund, L.P. |
2025 Q3
|
11/12/2025 |
3
|
$360 M
|
| Quantum Capital Management, LLC / NJ |
2025 Q3
|
11/12/2025 |
33
|
$910 M
|
| Athos Capital Ltd |
2025 Q3
|
11/12/2025 |
32
|
$160 M
|
| Heritage Wealth Advisors |
2025 Q3
|
11/12/2025 |
600
|
$2.3 B
|
| Goodman Advisory Group, LLC |
2025 Q3
|
11/12/2025 |
196
|
$400 M
|
| Vinva Investment Management Ltd |
2025 Q3
|
11/12/2025 |
421
|
$5.1 B
|
| Certified Advisory Corp |
2025 Q3
|
11/12/2025 |
315
|
$1.1 B
|
| New England Private Wealth Advisors LLC |
2025 Q3
|
11/12/2025 |
178
|
$760 M
|
| Alamar Capital Management, LLC |
2025 Q3
|
11/12/2025 |
74
|
$190 M
|
| Flavin Financial Services, Inc. |
2025 Q3
|
11/12/2025 |
70
|
$140 M
|
| Advisor Resource Council |
2025 Q3
|
11/12/2025 |
40
|
$74 M
|
| Mosaic Advisors LLC |
2025 Q3
|
11/12/2025 |
15
|
$41 M
|
| Powers Capital, LLC |
2025 Q3
|
11/12/2025 |
2
|
$220 M
|
| Private Advisor Group, LLC |
2025 Q3
|
11/12/2025 |
2,564
|
$20 B
|
| Gerber Kawasaki Wealth & Investment Management |
2025 Q3
|
11/12/2025 |
331
|
$2.9 B
|
| SNS Financial Group, LLC |
2025 Q3
|
11/12/2025 |
296
|
$1.1 B
|
| SCHRODER INVESTMENT MANAGEMENT GROUP |
2025 Q3
|
11/12/2025 |
3,301
|
$130 B
|
| PLANNING DIRECTIONS INC |
2025 Q3
|
11/12/2025 |
93
|
$190 M
|
| DLD Asset Management, LP |
2025 Q3
|
11/12/2025 |
355
|
$1.4 B
|
| Aull & Monroe Investment Management Corp |
2025 Q3
|
11/12/2025 |
124
|
$200 M
|
| Navalign, LLC |
2025 Q3
|
11/12/2025 |
122
|
$380 M
|
| SMH CAPITAL ADVISORS INC |
2025 Q3
|
11/12/2025 |
51
|
$49 M
|
| NDWM LLC |
2025 Q3
|
11/12/2025 |
34
|
$150 M
|
| Torrey Growth & Income Advisors |
2025 Q3
|
11/12/2025 |
126
|
$340 M
|
| Chicago Wealth Management, Inc. |
2025 Q3
|
11/12/2025 |
50
|
$230 M
|
| Global Alpha Capital Management Ltd. |
2025 Q3
|
11/12/2025 |
56
|
$1.7 B
|
| Pinnacle Wealth Planning Services, Inc. |
2025 Q3
|
11/12/2025 |
484
|
$850 M
|
| Tairen Capital Ltd |
2025 Q3
|
11/12/2025 |
66
|
$930 M
|
| Asia Research & Capital Management Ltd |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| HOEY INVESTMENTS, INC |
2025 Q3
|
11/12/2025 |
414
|
$750 M
|
| Family Legacy, Inc. |
2025 Q3
|
11/12/2025 |
122
|
$330 M
|
| CURIO WEALTH, LLC |
2025 Q3
|
11/12/2025 |
279
|
$240 M
|
| Riggs Asset Managment Co. Inc. |
2025 Q3
|
11/12/2025 |
116
|
$460 M
|
| Integrated Capital Management, LLC |
2025 Q3
|
11/12/2025 |
58
|
$230 M
|
| J HAGAN CAPITAL, INC. |
2025 Q3
|
11/12/2025 |
81
|
$170 M
|
| Triton Wealth Management, PLLC |
2025 Q3
|
11/12/2025 |
111
|
$260 M
|
| Smith Group Asset Management, LLC |
2025 Q3
|
11/12/2025 |
172
|
$1.7 B
|
| HALL CAPITAL MANAGEMENT CO INC |
2025 Q3
|
11/12/2025 |
98
|
$250 M
|
| PINNACLE ASSOCIATES LTD |
2025 Q3
|
11/12/2025 |
868
|
$7.5 B
|
| Hartford Funds Management Co LLC |
2025 Q3
|
11/12/2025 |
99
|
$1.2 B
|
| Altman Advisors, Inc. |
2025 Q3 - RESTATEMENT
|
11/12/2025 |
92
|
$260 M
|
| Jefferies Financial Group Inc. |
2025 Q3
|
11/12/2025 |
1,424
|
$21 B
|
| ProVise Management Group, LLC |
2025 Q3
|
11/12/2025 |
256
|
$1.4 B
|
| AOZORA BANK, LTD. |
2025 Q3
|
11/12/2025 |
2
|
$98 M
|
| Skyline Advisors, Inc. |
2025 Q3
|
11/12/2025 |
96
|
$290 M
|
| Clientfirst Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
48
|
$120 M
|
| PFG Advisors |
2025 Q3
|
11/12/2025 |
812
|
$2.4 B
|
| Diversify Advisory Services, LLC |
2025 Q3
|
11/12/2025 |
872
|
$3.0 B
|
| NerdWallet Wealth Partners, LLC |
2025 Q3
|
11/12/2025 |
61
|
$200 M
|
| CreativeOne Wealth, LLC |
2025 Q3
|
11/12/2025 |
1,849
|
$4.1 B
|
| PRUDENT INVESTORS NETWORK, INC. |
2025 Q3
|
11/12/2025 |
68
|
$410 M
|
| Obsidian Personal Planning Solutions LLC |
2025 Q3
|
11/12/2025 |
119
|
$290 M
|
| TPG Financial Advisors, LLC |
2025 Q3
|
11/12/2025 |
66
|
$270 M
|
| PLANWISER FINANCIAL, LLC |
2025 Q3
|
11/12/2025 |
48
|
$130 M
|
| Integrity Investment Advisors, LLC |
2025 Q3
|
11/12/2025 |
58
|
$150 M
|
| Crestmont Private Wealth LLC |
2025 Q3
|
11/12/2025 |
95
|
$300 M
|
| Strategic Financial Concepts, LLC |
2025 Q3
|
11/12/2025 |
266
|
$690 M
|
| Alamea Verwaltungs GmbH |
2025 Q3
|
11/12/2025 |
104
|
$150 M
|
| Cottage Street Advisors LLC |
2025 Q3
|
11/12/2025 |
143
|
$240 M
|
| Malaga Cove Capital, LLC |
2025 Q3
|
11/12/2025 |
169
|
$280 M
|
| J HAGAN CAPITAL, INC. |
2025 Q2
|
11/12/2025 |
125
|
$150 M
|
| MARVIN & PALMER ASSOCIATES INC |
2025 Q3
|
11/12/2025 |
27
|
$130 M
|
| KilterHowling LLC |
2025 Q3
|
11/12/2025 |
46
|
$180 M
|
| Black Swift Group, LLC |
2025 Q3
|
11/12/2025 |
110
|
$570 M
|
| Cladis Investment Advisory, LLC |
2025 Q3
|
11/12/2025 |
145
|
$170 M
|
| CM Management, LLC |
2025 Q3
|
11/12/2025 |
66
|
$120 M
|
| Alpha Financial Advisors, LLC |
2025 Q3
|
11/12/2025 |
62
|
$280 M
|
| Guardian Partners Inc. |
2025 Q3
|
11/12/2025 |
179
|
$1.2 B
|
| Powell Investment Advisors, LLC |
2025 Q3
|
11/12/2025 |
167
|
$290 M
|
| ROSENBLUM SILVERMAN SUTTON S F INC /CA |
2025 Q3
|
11/12/2025 |
78
|
$440 M
|
| CKW FINANCIAL GROUP |
2025 Q3
|
11/12/2025 |
188
|
$920 M
|
| Graney & King, LLC |
2025 Q3
|
11/12/2025 |
350
|
$140 M
|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
2025 Q3
|
11/12/2025 |
110
|
$2.7 B
|
| NATIXIS ADVISORS, LLC |
2025 Q3
|
11/12/2025 |
2,206
|
$69 B
|
| BARINGTON COMPANIES MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
12
|
$130 M
|
| Bowie Capital Management, LLC |
2025 Q3
|
11/12/2025 |
34
|
$2.3 B
|
| BARDIN HILL MANAGEMENT PARTNERS LP |
2025 Q3
|
11/12/2025 |
6
|
$80 M
|
| BARCLAYS PLC |
2025 Q3
|
11/12/2025 |
11,877
|
$460 B
|
| EDGAR LOMAX CO/VA |
2025 Q3
|
11/12/2025 |
58
|
$1.3 B
|
| Consolidated Portfolio Review Corp |
2025 Q3
|
11/12/2025 |
453
|
$800 M
|
| PITCAIRN CO |
2025 Q3
|
11/12/2025 |
624
|
$1.3 B
|
| Solstein Capital, LLC |
2025 Q3
|
11/12/2025 |
450
|
$440 M
|
| Perennial Investment Advisors, LLC |
2025 Q3
|
11/12/2025 |
482
|
$1.2 B
|
| SMITH, MOORE & CO. |
2025 Q3
|
11/12/2025 |
523
|
$1.3 B
|
| United Capital Management of KS, Inc. |
2025 Q3
|
11/12/2025 |
117
|
$740 M
|
| THOMAS H LEE PARTNERS LP |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| MWG Management Ltd. |
2025 Q3
|
11/12/2025 |
3
|
$81 M
|
| ISLAY CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
217
|
$170 M
|
| Crossmark Global Holdings, Inc. |
2025 Q3
|
11/12/2025 |
1,289
|
$6.7 B
|
| Orion Porfolio Solutions, LLC |
2025 Q3
|
11/12/2025 |
2,033
|
$13 B
|
| Galileo (PTC) Ltd |
2025 Q3
|
11/12/2025 |
4
|
$1.1 B
|
| Integrated Quantitative Investments LLC |
2025 Q3
|
11/12/2025 |
347
|
$350 M
|
| Leeward Financial Partners, LLC |
2025 Q3
|
11/12/2025 |
101
|
$350 M
|
| Hengistbury Investment Partners LLP |
2025 Q3
|
11/12/2025 |
3
|
$160 M
|