| ALGERT GLOBAL LLC |
2025 Q1
|
5/13/2025 |
1,160
|
$4.0 B
|
| Cascade Financial Partners, LLC |
2025 Q1
|
5/13/2025 |
242
|
$790 M
|
| SEVEN MILE ADVISORY |
2025 Q1
|
5/13/2025 |
175
|
$150 M
|
| Corient IA LLC |
2025 Q1
|
5/13/2025 |
291
|
$140 M
|
| Roubaix Capital, LLC |
2025 Q1
|
5/13/2025 |
50
|
$190 M
|
| Adams Wealth Management |
2025 Q1
|
5/13/2025 |
146
|
$510 M
|
| Roberts Capital Advisors, LLC |
2025 Q1
|
5/13/2025 |
83
|
$110 M
|
| University of Massachusetts Foundation, Inc. |
2025 Q1
|
5/13/2025 |
4
|
$180 M
|
| Meros Investment Management, LP |
2025 Q1
|
5/13/2025 |
41
|
$170 M
|
| W ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
206
|
$160 M
|
| STF Management LP |
2025 Q1
|
5/13/2025 |
101
|
$210 M
|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
1,063
|
$12 B
|
| Great Diamond Partners, LLC |
2025 Q1
|
5/13/2025 |
179
|
$370 M
|
| PFG Private Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
262
|
$180 M
|
| MAGNOLIA CAPITAL ADVISORS LLC |
2025 Q1
|
5/13/2025 |
226
|
$370 M
|
| Barrier Capital Management, LLC |
2025 Q1
|
5/13/2025 |
14
|
$100 M
|
| Cornerstone Financial Group, LLC /NE/ |
2025 Q1
|
5/13/2025 |
66
|
$110 M
|
| KALEIDOSCOPE CAPITAL LP |
2025 Q1
|
5/13/2025 |
9
|
$170 M
|
| LEUTHOLD GROUP, LLC |
2025 Q1
|
5/13/2025 |
201
|
$770 M
|
| Ballast Asset Management, LP |
2025 Q1
|
5/13/2025 |
54
|
$190 M
|
| V-Square Quantitative Management LLC |
2025 Q1
|
5/13/2025 |
702
|
$680 M
|
| Stokes Family Office, LLC |
2025 Q1
|
5/13/2025 |
234
|
$890 M
|
| CIBC Asset Management Inc |
2025 Q1
|
5/13/2025 |
1,179
|
$30 B
|
| INVENIO WEALTH PARTNERS LLC |
2025 Q1
|
5/13/2025 |
91
|
$240 M
|
| VestGen Investment Management |
2025 Q1
|
5/13/2025 |
162
|
$130 M
|
| PACK Private Wealth, LLC |
2025 Q1
|
5/13/2025 |
41
|
$170 M
|
| California Public Employees Retirement System |
2025 Q1
|
5/13/2025 |
1,118
|
$140 B
|
| WAFRA INC. |
2025 Q1
|
5/13/2025 |
2
|
$150 M
|
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
2025 Q1
|
5/13/2025 |
13
|
$43 M
|
| SevenBridge Financial Group, LLC |
2025 Q1
|
5/13/2025 |
220
|
$510 M
|
| Arvin Capital Management LP |
2025 Q1
|
5/13/2025 |
46
|
$500 M
|
| RAYMOND JAMES FINANCIAL INC |
2025 Q1
|
5/13/2025 |
12,427
|
$270 B
|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
2025 Q1
|
5/13/2025 |
32
|
$930 M
|
| Comprehensive Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
33
|
$140 M
|
| Eaton Financial Holdings Company, LLC |
2025 Q1
|
5/13/2025 |
63
|
$240 M
|
| DDFG, Inc |
2025 Q1
|
5/13/2025 |
76
|
$360 M
|
| AKRE CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
18
|
$10 B
|
| Somerset Group LLC |
2025 Q1
|
5/13/2025 |
62
|
$110 M
|
| LFL Advisers, LLC |
2025 Q1
|
5/13/2025 |
8
|
$230 M
|
| ELEVATUS WELATH MANAGEMENT |
2025 Q1
|
5/13/2025 |
104
|
$180 M
|
| MENORA MIVTACHIM HOLDINGS LTD. |
2025 Q1
|
5/13/2025 |
126
|
$15 B
|
| PHILADELPHIA TRUST CO |
2025 Q1
|
5/13/2025 |
242
|
$1.2 B
|
| AR ASSET MANAGEMENT INC |
2025 Q1
|
5/13/2025 |
113
|
$440 M
|
| COWA, LLC |
2025 Q1
|
5/13/2025 |
125
|
$230 M
|
| Pinnacle Holdings, LLC |
2025 Q1
|
5/13/2025 |
237
|
$260 M
|
| Timelo Investment Management Inc. |
2025 Q1
|
5/13/2025 |
7
|
$34 M
|
| Oder Investment Management, LLC |
2025 Q1
|
5/13/2025 |
94
|
$120 M
|
| MAGNOLIA CAPITAL ADVISORS LLC |
2024 Q4 - NEW HOLDINGS
|
5/13/2025 |
230
|
$390 M
|
| Cresset Asset Management, LLC |
2025 Q1
|
5/13/2025 |
1,711
|
$20 B
|
| Schneider Downs Wealth Management Advisors, LP |
2025 Q1
|
5/13/2025 |
141
|
$550 M
|
| Alliance Wealth Advisors, LLC /UT |
2025 Q1
|
5/13/2025 |
255
|
$380 M
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
2025 Q1
|
5/13/2025 |
154
|
$640 M
|
| Essex Woodlands Management, Inc. |
2025 Q1
|
5/13/2025 |
6
|
$350 M
|
| CAPITAL COUNSEL LLC/NY |
2024 Q4 - RESTATEMENT
|
5/13/2025 |
55
|
$2.3 B
|
| Dynamic Financial Group |
2025 Q1
|
5/13/2025 |
57
|
$100 M
|
| WEIK CAPITAL MANAGEMENT |
2025 Q1
|
5/13/2025 |
91
|
$250 M
|
| Elm Partners Management LLC |
2025 Q1
|
5/13/2025 |
66
|
$1.6 B
|
| ROANOKE ASSET MANAGEMENT CORP/ NY |
2025 Q1
|
5/13/2025 |
93
|
$290 M
|
| Perritt Capital Management Inc |
2025 Q1
|
5/13/2025 |
349
|
$180 M
|
| OV Management LLC |
2025 Q1
|
5/13/2025 |
57
|
$210 M
|
| Olympiad Research LP |
2025 Q1
|
5/13/2025 |
229
|
$86 M
|
| RENAISSANCE GROUP LLC |
2025 Q1
|
5/13/2025 |
242
|
$2.3 B
|
| Umpqua Bank |
2025 Q1
|
5/13/2025 |
278
|
$290 M
|
| GARRISON POINT ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
162
|
$210 M
|
| Cornerstone Capital, Inc. |
2025 Q1
|
5/13/2025 |
98
|
$930 M
|
| Fire Capital Management LLC |
2025 Q1
|
5/13/2025 |
90
|
$140 M
|
| SITTNER & NELSON, LLC |
2025 Q1
|
5/13/2025 |
499
|
$230 M
|
| StrongBox Wealth, LLC |
2025 Q1
|
5/13/2025 |
88
|
$240 M
|
| Glenorchy Capital Ltd |
2025 Q1
|
5/13/2025 |
58
|
$130 M
|
| GARDNER RUSSO & QUINN LLC |
2025 Q1
|
5/13/2025 |
86
|
$8.9 B
|
| Allegheny Financial Group |
2025 Q1
|
5/13/2025 |
231
|
$390 M
|
| Quantum Private Wealth, LLC |
2025 Q1
|
5/13/2025 |
164
|
$260 M
|
| GERMAN AMERICAN BANCORP, INC. |
2025 Q1
|
5/13/2025 |
172
|
$930 M
|
| Standard Family Office LLC |
2025 Q1
|
5/13/2025 |
29
|
$76 M
|
| Steward Partners Investment Advisory, LLC |
2025 Q1
|
5/13/2025 |
4,018
|
$11 B
|
| Cladis Investment Advisory, LLC |
2025 Q1
|
5/13/2025 |
137
|
$140 M
|
| Charter Oak Advisors LP |
2025 Q1
|
5/13/2025 |
14
|
$140 M
|
| EVOKE WEALTH, LLC |
2025 Q1
|
5/13/2025 |
450
|
$3.8 B
|
| Intrepid Financial Planning Group LLC |
2025 Q1
|
5/13/2025 |
118
|
$220 M
|
| Partners Group Holding AG |
2025 Q1
|
5/13/2025 |
43
|
$2.4 B
|
| FULLER & THALER ASSET MANAGEMENT, INC. |
2025 Q1
|
5/13/2025 |
596
|
$26 B
|
| WELLINGTON MANAGEMENT GROUP LLP |
2025 Q1
|
5/13/2025 |
7,370
|
$520 B
|
| Lee Financial Co |
2025 Q1
|
5/13/2025 |
206
|
$650 M
|
| 10Elms LLP |
2025 Q1
|
5/13/2025 |
526
|
$99 M
|
| CRUX WEALTH ADVISORS |
2025 Q1
|
5/13/2025 |
168
|
$190 M
|
| Fidato Wealth LLC |
2025 Q1
|
5/13/2025 |
24
|
$130 M
|
| Pollock Investment Advisors, LLC |
2025 Q1
|
5/13/2025 |
43
|
$120 M
|
| Covington Investment Advisors Inc. |
2024 Q4 - RESTATEMENT
|
5/13/2025 |
72
|
$670 M
|
| Tikvah Management LLC |
2025 Q1
|
5/13/2025 |
24
|
$290 M
|
| FAIRFIELD, BUSH & CO. |
2025 Q1
|
5/13/2025 |
109
|
$160 M
|
| Giverny Capital Inc. |
2025 Q1
|
5/13/2025 |
54
|
$2.7 B
|
| RWA WEALTH PARTNERS, LLC |
2025 Q1
|
5/13/2025 |
857
|
$7.9 B
|
| GSG Advisors LLC |
2025 Q1
|
5/13/2025 |
112
|
$300 M
|
| Pinnacle Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
62
|
$89 M
|
| Petix & Botte Co |
2025 Q1
|
5/13/2025 |
133
|
$380 M
|
| Quantbot Technologies LP |
2025 Q1
|
5/13/2025 |
1,417
|
$3.1 B
|
| M Holdings Securities, Inc. |
2025 Q1
|
5/13/2025 |
140
|
$600 M
|
| PL Capital Advisors, LLC |
2025 Q1
|
5/13/2025 |
27
|
$300 M
|
| Lincoln Capital LLC |
2025 Q1
|
5/13/2025 |
117
|
$480 M
|
| Forefront Analytics, LLC |
2025 Q1
|
5/13/2025 |
72
|
$87 M
|