| Mann Financial Group, Inc. |
2025 Q3
|
11/12/2025 |
32
|
$100 M
|
| Orcam Financial Group |
2025 Q3
|
11/12/2025 |
55
|
$120 M
|
| KCM INVESTMENT ADVISORS LLC |
2025 Q3
|
11/12/2025 |
383
|
$3.1 B
|
| LCC Family Corp. |
2025 Q3
|
11/12/2025 |
1
|
$630 M
|
| Carmel Capital Management L.L.C. |
2025 Q3
|
11/12/2025 |
25
|
$330 M
|
| TLT Family Holdco ULC |
2025 Q3
|
11/12/2025 |
9
|
$1.1 B
|
| KANE INVESTMENT MANAGEMENT, INC. |
2025 Q3
|
11/12/2025 |
96
|
$210 M
|
| Orland Properties Ltd |
2025 Q3
|
11/12/2025 |
9
|
$470 M
|
| BIOS Capital Management, LP |
2025 Q3
|
11/12/2025 |
9
|
$89 M
|
| ICON ADVISERS INC/CO |
2025 Q3
|
11/12/2025 |
177
|
$1.4 B
|
| SEG Family Corp. |
2025 Q3
|
11/12/2025 |
1
|
$510 M
|
| ENTREWEALTH, LLC |
2025 Q3
|
11/12/2025 |
84
|
$190 M
|
| PJT Investments Corp. |
2025 Q3
|
11/12/2025 |
6
|
$180 M
|
| AIP, LLC |
2025 Q3
|
11/12/2025 |
2
|
$580 M
|
| Triavera Capital LLC |
2025 Q3
|
11/12/2025 |
19
|
$210 M
|
| Clarity Wealth Development LLC |
2025 Q3
|
11/12/2025 |
45
|
$110 M
|
| Discerene Group LP |
2025 Q3
|
11/12/2025 |
13
|
$1.2 B
|
| DKRT Investments Corp. |
2025 Q3
|
11/12/2025 |
45
|
$420 M
|
| PIPER SANDLER & CO. |
2025 Q3
|
11/12/2025 |
24
|
$140 M
|
| TRUSTMARK BANK TRUST DEPARTMENT |
2025 Q3
|
11/12/2025 |
356
|
$1.5 B
|
| GABELLI & Co INVESTMENT ADVISERS, INC. |
2025 Q3
|
11/12/2025 |
273
|
$620 M
|
| Teton Advisors, LLC |
2025 Q3
|
11/12/2025 |
162
|
$160 M
|
| GABELLI FUNDS LLC |
2025 Q3
|
11/12/2025 |
1,243
|
$15 B
|
| GAMCO INVESTORS, INC. ET AL |
2025 Q3
|
11/12/2025 |
1,015
|
$10 B
|
| Woodbridge Co Ltd |
2025 Q3
|
11/12/2025 |
34
|
$47 B
|
| Ironsides Asset Advisors, LLC |
2025 Q3
|
11/12/2025 |
73
|
$390 M
|
| One Wealth Map LLC |
2025 Q3
|
11/12/2025 |
82
|
$190 M
|
| Capasso Planning Partners LLC |
2025 Q3
|
11/12/2025 |
70
|
$160 M
|
| Aquilo Capital Management, LLC |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| Capital Markets Trading UK LLP |
2025 Q3
|
11/12/2025 |
289
|
$6.8 B
|
| 8VC GP I, LLC |
2025 Q3
|
11/12/2025 |
2
|
$78 M
|
| Left Brain Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
98
|
$320 M
|
| Artemis Wealth Advisors, LLC |
2025 Q3
|
11/12/2025 |
38
|
$920 M
|
| Systematic Alpha Investments, LLC |
2025 Q3
|
11/12/2025 |
227
|
$3.0 B
|
| Himalaya Capital Management LLC |
2025 Q3
|
11/12/2025 |
9
|
$3.2 B
|
| MARIETTA INVESTMENT PARTNERS LLC |
2025 Q3
|
11/12/2025 |
167
|
$520 M
|
| CMT Capital Markets Trading GmbH |
2025 Q3
|
11/12/2025 |
347
|
$11 B
|
| Aptus Capital Advisors, LLC |
2025 Q3
|
11/12/2025 |
1,818
|
$14 B
|
| Berry Wealth Group, LP |
2025 Q3
|
11/12/2025 |
31
|
$31 M
|
| Blue Edge Capital, LLC |
2025 Q3
|
11/12/2025 |
122
|
$700 M
|
| SR One Capital Management, LP |
2025 Q3
|
11/12/2025 |
12
|
$690 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2025 Q3
|
11/12/2025 |
72
|
$160 M
|
| Brooklyn FI, LLC |
2025 Q3
|
11/12/2025 |
79
|
$450 M
|
| Rovida Advisors Inc. |
2025 Q3
|
11/12/2025 |
12
|
$120 M
|
| Mithril II GP LP |
2025 Q3
|
11/12/2025 |
3
|
$64 M
|
| Endurance Services Ltd |
2025 Q3
|
11/12/2025 |
14
|
$600 M
|
| PALO ALTO WEALTH ADVISORS, LLC |
2025 Q3
|
11/12/2025 |
64
|
$340 M
|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
143
|
$300 M
|
| Integrity Advisory Solutions, LLC |
2025 Q3
|
11/12/2025 |
246
|
$630 M
|
| LOM Asset Management Ltd |
2025 Q3
|
11/12/2025 |
247
|
$330 M
|
| PARADIGM ASSET MANAGEMENT CO LLC |
2025 Q3
|
11/12/2025 |
491
|
$440 M
|
| Mach-1 Financial Group, LLC |
2025 Q3
|
11/12/2025 |
246
|
$630 M
|
| Rovida Investment Management Ltd |
2025 Q3
|
11/12/2025 |
16
|
$880 M
|
| Impala Asset Management LLC |
2025 Q3
|
11/12/2025 |
19
|
$150 M
|
| BEDDOW CAPITAL MANAGEMENT INC |
2025 Q3
|
11/12/2025 |
55
|
$270 M
|
| Compton Financial Group, LLC |
2025 Q3
|
11/12/2025 |
52
|
$420 M
|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC |
2025 Q3
|
11/12/2025 |
258
|
$420 M
|
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
122
|
$220 M
|
| STF Management LP |
2025 Q3
|
11/12/2025 |
101
|
$270 M
|
| University of Illinois Foundation |
2025 Q3
|
11/12/2025 |
12
|
$280 M
|
| M1 Capital Management LLC |
2025 Q3
|
11/12/2025 |
105
|
$230 M
|
| Bouchey Financial Group Ltd |
2025 Q3
|
11/12/2025 |
152
|
$1.3 B
|
| TRAVELERS COMPANIES, INC. |
2025 Q3
|
11/12/2025 |
2
|
$130 M
|
| Bandera Partners LLC |
2025 Q3
|
11/12/2025 |
13
|
$230 M
|
| Heron Bay Capital Management |
2025 Q3
|
11/12/2025 |
109
|
$540 M
|
| Orchard Capital Management, LLC |
2025 Q3
|
11/12/2025 |
44
|
$120 M
|
| Truepoint, Inc. |
2025 Q3
|
11/12/2025 |
144
|
$4.3 B
|
| Trigran Investments, Inc. |
2025 Q3
|
11/12/2025 |
38
|
$550 M
|
| Leading Edge Financial Planning LLC |
2025 Q3
|
11/12/2025 |
63
|
$400 M
|
| Newlight Partners LP |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| COMPASS GROUP LLC |
2025 Q3
|
11/12/2025 |
3
|
$3.0 M
|
| Merck & Co., Inc. |
2025 Q3
|
11/12/2025 |
13
|
$230 M
|
| Campbell Deegan Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
42
|
$110 M
|
| Sunpointe, LLC |
2025 Q3
|
11/12/2025 |
256
|
$280 M
|
| nVerses Capital, LLC |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| Foresight Global Investors, Inc. |
2025 Q3
|
11/12/2025 |
33
|
$170 M
|
| CRAMER ROSENTHAL MCGLYNN LLC |
2025 Q3
|
11/12/2025 |
94
|
$1.6 B
|
| CONTINENTAL GRAIN CO |
2025 Q3
|
11/12/2025 |
4
|
$350 M
|
| Lauterbach Financial Advisors, LLC |
2025 Q3
|
11/12/2025 |
83
|
$200 M
|
| Intellectus Partners, LLC |
2025 Q3
|
11/12/2025 |
279
|
$520 M
|
| Vesa Equity Investment S.a r.l. |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| DCF Advisers, LLC |
2025 Q3
|
11/12/2025 |
95
|
$310 M
|
| GUARDIAN CAPITAL LP |
2025 Q3
|
11/12/2025 |
170
|
$3.1 B
|
| SoftVest Advisors, LLC |
2025 Q3
|
11/12/2025 |
3
|
$490 M
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
2025 Q3
|
11/12/2025 |
421
|
$1.5 B
|
| CHAPMAN FINANCIAL GROUP, LLC |
2025 Q3
|
11/12/2025 |
315
|
$140 M
|
| Technology Crossover Management XI, Ltd. |
2025 Q3
|
11/12/2025 |
3
|
$980 M
|
| Per Stirling Capital Management, LLC. |
2025 Q3
|
11/12/2025 |
281
|
$840 M
|
| Technology Crossover Management X, Ltd. |
2025 Q3
|
11/12/2025 |
7
|
$1.2 B
|
| Technology Crossover Management IX, Ltd. |
2025 Q3
|
11/12/2025 |
6
|
$1.3 B
|
| HAP Trading, LLC |
2025 Q3
|
11/12/2025 |
836
|
$1.4 B
|
| Advisory Alpha, LLC |
2025 Q3
|
11/12/2025 |
516
|
$3.6 B
|
| Technology Crossover Management VIII, Ltd. |
2025 Q3
|
11/12/2025 |
5
|
$450 M
|
| Burgundy Asset Management Ltd. |
2025 Q3
|
11/12/2025 |
109
|
$11 B
|
| HIGHLAND PEAK CAPITAL, LLC |
2025 Q3
|
11/12/2025 |
15
|
$300 M
|
| Corient IA LLC |
2025 Q3
|
11/12/2025 |
238
|
$130 M
|
| Alpha Advisors, LLC/VA |
2025 Q3
|
11/12/2025 |
48
|
$130 M
|
| PURA VIDA INVESTMENTS, LLC |
2025 Q3
|
11/12/2025 |
8
|
$16 M
|
| Alpha Family Trust |
2025 Q3
|
11/12/2025 |
191
|
$210 M
|
| NewSquare Capital LLC |
2025 Q3
|
11/12/2025 |
188
|
$1.5 B
|