| BARINGS LLC |
2025 Q2
|
8/12/2025 |
217
|
$4.3 B
|
| Shakespeare Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
95
|
$380 M
|
| J. L. Bainbridge & Co., Inc. |
2025 Q2
|
8/12/2025 |
106
|
$1.1 B
|
| VESTOR CAPITAL, LLC |
2025 Q2
|
8/12/2025 |
275
|
$1.3 B
|
| Cynosure Group, LLC |
2025 Q2
|
8/12/2025 |
377
|
$880 M
|
| Quantum Private Wealth, LLC |
2025 Q2
|
8/12/2025 |
170
|
$310 M
|
| Fulcrum Asset Management LLP |
2025 Q2
|
8/12/2025 |
101
|
$130 M
|
| FORTEM FINANCIAL GROUP, LLC |
2025 Q2
|
8/12/2025 |
171
|
$310 M
|
| STEGINSKY CAPITAL LLC |
2025 Q2
|
8/12/2025 |
8
|
$490 M
|
| Trivant Custom Portfolio Group, LLC |
2025 Q2
|
8/12/2025 |
101
|
$180 M
|
| Union Square Park Capital Management, LLC |
2025 Q2
|
8/12/2025 |
51
|
$240 M
|
| Venator Management LLC |
2025 Q2
|
8/12/2025 |
23
|
$390 M
|
| MADISON DEARBORN PARTNERS LLC |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| ATW SPAC MANAGEMENT LLC |
2025 Q2
|
8/12/2025 |
124
|
$65 M
|
| Fortis Capital Management LLC |
2025 Q2
|
8/12/2025 |
172
|
$640 M
|
| TCTC Holdings, LLC |
2025 Q2
|
8/12/2025 |
802
|
$3.1 B
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/12/2025 |
205
|
$1.9 B
|
| SKBA CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/12/2025 |
84
|
$700 M
|
| Park Square Financial Group, LLC |
2025 Q2
|
8/12/2025 |
1,458
|
$140 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2025 Q2
|
8/12/2025 |
537
|
$2.6 B
|
| Investments & Financial Planning, LLC |
2025 Q2
|
8/12/2025 |
37
|
$170 M
|
| Bedel Financial Consulting, Inc. |
2025 Q2
|
8/12/2025 |
277
|
$730 M
|
| Kepos Capital LP |
2025 Q2
|
8/12/2025 |
48
|
$75 M
|
| GARDNER LEWIS ASSET MANAGEMENT L P |
2025 Q2
|
8/12/2025 |
76
|
$400 M
|
| Clearwater Capital Advisors, LLC |
2025 Q2
|
8/12/2025 |
163
|
$1.1 B
|
| one8zero8, LLC |
2025 Q2
|
8/12/2025 |
234
|
$420 M
|
| PSI Advisors, LLC |
2025 Q2
|
8/12/2025 |
181
|
$200 M
|
| CM Management, LLC |
2025 Q2
|
8/12/2025 |
68
|
$110 M
|
| Solano Wealth Investment Advisors LLC |
2025 Q2
|
8/12/2025 |
36
|
$190 M
|
| Covington Investment Advisors Inc. |
2025 Q2
|
8/12/2025 |
71
|
$700 M
|
| Boundary Creek Advisors LP |
2025 Q2
|
8/12/2025 |
8
|
$460 M
|
| LPL Financial LLC |
2025 Q2
|
8/12/2025 |
5,548
|
$300 B
|
| Choate Investment Advisors |
2025 Q2
|
8/12/2025 |
477
|
$4.6 B
|
| ITHAKA GROUP LLC |
2025 Q2
|
8/12/2025 |
39
|
$580 M
|
| MOORE CAPITAL MANAGEMENT, LP |
2025 Q1 - RESTATEMENT
|
8/12/2025 |
469
|
$4.8 B
|
| Ascent Wealth Partners, LLC |
2025 Q2
|
8/12/2025 |
175
|
$810 M
|
| ATLAS CAPITAL ADVISORS INC. |
2025 Q2
|
8/12/2025 |
989
|
$820 M
|
| RDST Capital LLC |
2025 Q2
|
8/12/2025 |
18
|
$1.0 B
|
| Goepper Burkhardt LLC |
2025 Q2
|
8/12/2025 |
97
|
$270 M
|
| AltraVue Capital, LLC |
2025 Q2
|
8/12/2025 |
46
|
$1.1 B
|
| OneAscent Financial Services LLC |
2025 Q2
|
8/12/2025 |
528
|
$1.4 B
|
| Drexel Morgan & Co. |
2025 Q2
|
8/12/2025 |
56
|
$560 M
|
| WGI DM, LLC |
2025 Q2
|
8/12/2025 |
5
|
$970 M
|
| Bancreek Capital Management, LP |
2025 Q2
|
8/12/2025 |
15
|
$58 M
|
| Vickerman Investment Advisors, Inc. |
2025 Q2
|
8/12/2025 |
79
|
$470 M
|
| MUSTICO FINANCIAL GROUP, INC. |
2025 Q2
|
8/12/2025 |
32
|
$110 M
|
| MOON CAPITAL MANAGEMENT LP |
2025 Q2
|
8/12/2025 |
13
|
$130 M
|
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC |
2025 Q2
|
8/12/2025 |
36
|
$110 M
|
| Rather & Kittrell, Inc. |
2025 Q2
|
8/12/2025 |
90
|
$500 M
|
| CI INVESTMENTS INC. |
2025 Q2
|
8/12/2025 |
1,327
|
$27 B
|
| Team Hewins, LLC |
2025 Q2
|
8/12/2025 |
34
|
$280 M
|
| VALUEWORKS LLC |
2025 Q2
|
8/12/2025 |
34
|
$300 M
|
| WAFRA INC. |
2025 Q2
|
8/12/2025 |
2
|
$170 M
|
| SVB FINANCIAL GROUP |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| Nuveen, LLC |
2025 Q2
|
8/12/2025 |
7,719
|
$360 B
|
| MCDONALD PARTNERS LLC |
2025 Q2
|
8/12/2025 |
249
|
$420 M
|
| Jacobi Capital Management LLC |
2025 Q2
|
8/12/2025 |
589
|
$1.5 B
|
| Trans-Canada Capital Inc. |
2025 Q2
|
8/12/2025 |
13
|
$1.5 B
|
| Heritage Trust Co |
2025 Q2
|
8/12/2025 |
453
|
$870 M
|
| FOLKETRYGDFONDET |
2025 Q2
|
8/12/2025 |
10
|
$4.5 B
|
| Prosperitas Financial LLC |
2025 Q2
|
8/12/2025 |
59
|
$210 M
|
| Wayfinding Financial, LLC |
2025 Q2
|
8/12/2025 |
148
|
$220 M
|
| DIMENSIONAL FUND ADVISORS LP |
2025 Q2
|
8/12/2025 |
13,721
|
$430 B
|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
2025 Q2
|
8/12/2025 |
3,632
|
$580 B
|
| Soundwatch Capital LLC |
2025 Q2
|
8/12/2025 |
147
|
$590 M
|
| Enterprise Financial Services Corp |
2025 Q2
|
8/12/2025 |
309
|
$190 M
|
| RBO & CO LLC |
2025 Q2
|
8/12/2025 |
54
|
$620 M
|
| ZACKS INVESTMENT MANAGEMENT |
2025 Q2
|
8/12/2025 |
692
|
$12 B
|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
2025 Q2
|
8/12/2025 |
95
|
$130 M
|
| Strategic Advisors LLC |
2025 Q2
|
8/12/2025 |
176
|
$510 M
|
| Cravens & Co Advisors, LLC |
2025 Q2
|
8/12/2025 |
55
|
$130 M
|
| HANOVER ADVISORS INC |
2025 Q2
|
8/12/2025 |
97
|
$250 M
|
| APG Asset Management N.V. |
2025 Q2
|
8/12/2025 |
539
|
$34 B
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
2025 Q2
|
8/12/2025 |
167
|
$710 M
|
| JMG Financial Group, Ltd. |
2025 Q2
|
8/12/2025 |
124
|
$3.3 B
|
| APG Asset Management US Inc. |
2025 Q2
|
8/12/2025 |
189
|
$13 B
|
| Bowie Capital Management, LLC |
2025 Q2
|
8/12/2025 |
34
|
$2.1 B
|
| FLPUTNAM INVESTMENT MANAGEMENT CO |
2025 Q2
|
8/12/2025 |
580
|
$5.8 B
|
| Triune Financial Partners, LLC |
2025 Q2
|
8/12/2025 |
42
|
$360 M
|
| Magma Venture Partners General Partner Ltd. |
2025 Q2
|
8/12/2025 |
3
|
$110 M
|
| Gitterman Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
339
|
$430 M
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2025 Q2
|
8/12/2025 |
219
|
$9.6 B
|
| Coalescence Partners Investment Management, LP |
2025 Q2
|
8/12/2025 |
15
|
$390 M
|
| Comprehensive Financial Management LLC |
2025 Q2
|
8/12/2025 |
43
|
$3.6 B
|
| BOKF, NA |
2025 Q2
|
8/12/2025 |
1,639
|
$6.2 B
|
| ZAZOVE ASSOCIATES LLC |
2025 Q2
|
8/12/2025 |
156
|
$1.2 B
|
| HGI Capital Management, LLC |
2025 Q2
|
8/12/2025 |
23
|
$74 M
|
| Brooklyn Investment Group |
2025 Q2
|
8/12/2025 |
2,769
|
$460 M
|
| Perritt Capital Management Inc |
2025 Q2
|
8/12/2025 |
329
|
$190 M
|
| Aspiring Ventures, LLC |
2025 Q2
|
8/12/2025 |
95
|
$230 M
|
| SEGALL BRYANT & HAMILL, LLC |
2025 Q2
|
8/12/2025 |
569
|
$7.1 B
|
| Brightwater Advisory LLC |
2025 Q2 - RESTATEMENT
|
8/12/2025 |
61
|
$140 M
|
| PRIVATE MANAGEMENT GROUP INC |
2025 Q2
|
8/12/2025 |
277
|
$3.0 B
|
| H&F Corporate Investors VIII, Ltd. |
2025 Q2
|
8/12/2025 |
1
|
$240 M
|
| Tao Capital Management LP |
2025 Q2
|
8/12/2025 |
9
|
$140 M
|
| Heron Bay Capital Management |
2025 Q2
|
8/12/2025 |
114
|
$510 M
|
| AGP FRANKLIN, LLC |
2025 Q2
|
8/12/2025 |
82
|
$190 M
|
| H&F Corporate Investors IX, Ltd. |
2025 Q2
|
8/12/2025 |
1
|
$92 M
|
| Erickson Financial Group, LLC |
2025 Q2
|
8/12/2025 |
26
|
$150 M
|
| RD Lewis Holdings, Inc. |
2025 Q2
|
8/12/2025 |
82
|
$99 M
|