| Brandywine Global Investment Management, LLC |
2025 Q1
|
5/13/2025 |
558
|
$14 B
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
21
|
$240 M
|
| SECTOR GAMMA AS |
2025 Q1
|
5/13/2025 |
33
|
$310 M
|
| HOWARD WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
115
|
$180 M
|
| Watchman Group, Inc. |
2025 Q1
|
5/13/2025 |
80
|
$360 M
|
| Tejara Capital Ltd |
2025 Q1
|
5/13/2025 |
75
|
$260 M
|
| Kimelman & Baird, LLC |
2025 Q1
|
5/13/2025 |
349
|
$1.2 B
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
2024 Q4 - RESTATEMENT
|
5/13/2025 |
200
|
$260 M
|
| LEIGH BALDWIN & CO., LLC |
2025 Q1
|
5/13/2025 |
170
|
$120 M
|
| Summer Road LLC |
2025 Q1
|
5/13/2025 |
25
|
$100 M
|
| GREENLEA LANE CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
8
|
$290 M
|
| High Falls Advisors, Inc |
2025 Q1
|
5/13/2025 |
125
|
$430 M
|
| Measured Risk Portfolios, Inc. |
2025 Q1
|
5/13/2025 |
58
|
$93 M
|
| RPO LLC |
2025 Q1
|
5/13/2025 |
39
|
$160 M
|
| Aberdeen Group plc |
2025 Q1
|
5/13/2025 |
1,848
|
$51 B
|
| ELEMENT CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
146
|
$400 M
|
| STONE POINT CAPITAL LLC |
2025 Q1
|
5/13/2025 |
3
|
$770 M
|
| Marathon Trading Investment Management LLC |
2025 Q1
|
5/13/2025 |
465
|
$740 M
|
| Tacita Capital Inc |
2025 Q1
|
5/13/2025 |
208
|
$140 M
|
| Liontrust Investment Partners LLP |
2025 Q1
|
5/13/2025 |
210
|
$6.4 B
|
| Camelot Portfolios, LLC |
2025 Q1
|
5/13/2025 |
208
|
$160 M
|
| SUMMITRY LLC |
2025 Q1
|
5/13/2025 |
144
|
$2.0 B
|
| NINE MASTS CAPITAL Ltd |
2025 Q1
|
5/13/2025 |
72
|
$150 M
|
| GPI CAPITAL, L.P. |
2025 Q1
|
5/13/2025 |
4
|
$240 M
|
| MCRAE CAPITAL MANAGEMENT INC |
2025 Q1
|
5/13/2025 |
94
|
$470 M
|
| Fosse Capital Partners LLP |
2025 Q1
|
5/13/2025 |
3
|
$220 M
|
| Beach Point Capital Management LP |
2025 Q1
|
5/13/2025 |
19
|
$280 M
|
| Constant Guidance Financial LLC |
2025 Q1
|
5/13/2025 |
30
|
$79 M
|
| Herold Advisors, Inc. |
2025 Q1
|
5/13/2025 |
282
|
$460 M
|
| Promus Capital, LLC |
2025 Q1
|
5/13/2025 |
275
|
$100 M
|
| Meridian Wealth Partners, LLC |
2025 Q1
|
5/13/2025 |
103
|
$630 M
|
| SUMMIT INVESTMENT ADVISORS, INC. |
2025 Q1
|
5/13/2025 |
55
|
$110 M
|
| ENDEAVOUR CAPITAL ADVISORS INC |
2025 Q1
|
5/13/2025 |
42
|
$270 M
|
| Independent Family Office, LLC |
2025 Q1
|
5/13/2025 |
70
|
$190 M
|
| ANCHOR CAPITAL ADVISORS LLC |
2025 Q1
|
5/13/2025 |
241
|
$3.4 B
|
| TABLEAUX LLC |
2025 Q1
|
5/13/2025 |
93
|
$140 M
|
| Pinegrove Venture Partners, LLC |
2025 Q1
|
5/13/2025 |
9
|
$34 M
|
| Kimmeridge Energy Management Company, LLC |
2025 Q1
|
5/13/2025 |
3
|
$1.2 B
|
| MANCHESTER FINANCIAL INC |
2025 Q1
|
5/13/2025 |
122
|
$440 M
|
| Heron Bay Capital Management |
2025 Q1
|
5/13/2025 |
116
|
$480 M
|
| Daiwa Securities Group Inc. |
2025 Q1
|
5/13/2025 |
1,698
|
$24 B
|
| BlackDiamond Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
153
|
$150 M
|
| Dundas Partners LLP |
2025 Q1
|
5/13/2025 |
49
|
$1.4 B
|
| LifePlan Investment Advisors, Inc. |
2025 Q1
|
5/13/2025 |
102
|
$170 M
|
| M&G PLC |
2025 Q1
|
5/13/2025 |
472
|
$21 B
|
| CI INVESTMENTS INC. |
2025 Q1
|
5/13/2025 |
1,343
|
$24 B
|
| Hilton Capital Management, LLC |
2025 Q1
|
5/13/2025 |
160
|
$1.2 B
|
| FJ INVESTMENTS, LLC |
2025 Q1
|
5/13/2025 |
5
|
$1.1 B
|
| CALL TO ACTION FOUNDATION |
2025 Q1
|
5/13/2025 |
1
|
$470 M
|
| Kensington Asset Management, LLC |
2025 Q1
|
5/13/2025 |
31
|
$950 M
|
| Simplify Asset Management Inc. |
2025 Q1
|
5/13/2025 |
94
|
$2.7 B
|
| Quadrature Capital Ltd |
2025 Q1
|
5/13/2025 |
1,032
|
$4.5 B
|
| Wrenne Financial Planning LLC |
2025 Q1
|
5/13/2025 |
45
|
$190 M
|
| Black Cypress Capital Management, LLC |
2025 Q1
|
5/13/2025 |
28
|
$110 M
|
| Horizon Investments, LLC |
2025 Q1
|
5/13/2025 |
884
|
$3.4 B
|
| ENGLISH CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
31
|
$130 M
|
| Legal Advantage Investments, Inc. |
2025 Q1
|
5/13/2025 |
96
|
$190 M
|
| Providence Capital Advisors, LLC |
2025 Q1
|
5/13/2025 |
125
|
$480 M
|
| Azimuth Capital Investment Management LLC |
2025 Q1
|
5/13/2025 |
302
|
$2.5 B
|
| FOX RUN MANAGEMENT, L.L.C. |
2025 Q1
|
5/13/2025 |
870
|
$650 M
|
| FCA CORP /TX |
2025 Q1
|
5/13/2025 |
186
|
$310 M
|
| Aisling Capital Management LP |
2025 Q1
|
5/13/2025 |
13
|
$290 M
|
| SEAVIEW INVESTMENT MANAGERS LLC |
2025 Q1
|
5/13/2025 |
220
|
$320 M
|
| Moerus Capital Management LLC |
2025 Q1
|
5/13/2025 |
15
|
$220 M
|
| Hamlin Capital Management, LLC |
2025 Q1
|
5/13/2025 |
25
|
$4.2 B
|
| KLCM Advisors, Inc. |
2025 Q1
|
5/13/2025 |
178
|
$850 M
|
| Compass Advisory Group LLC |
2025 Q1
|
5/13/2025 |
75
|
$290 M
|
| HARBOR ADVISORY CORP /MA/ |
2025 Q1
|
5/13/2025 |
83
|
$300 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2025 Q1
|
5/13/2025 |
43
|
$110 M
|
| Trivium Point Advisory, LLC |
2025 Q1
|
5/13/2025 |
336
|
$810 M
|
| Landing Point Financial Group, LLC |
2025 Q1
|
5/13/2025 |
69
|
$130 M
|
| Avant Financial Advisors LLC |
2025 Q1
|
5/13/2025 |
64
|
$110 M
|
| SEI INVESTMENTS CO |
2025 Q1
|
5/13/2025 |
5,421
|
$79 B
|
| AXQ CAPITAL, LP |
2025 Q1
|
5/13/2025 |
477
|
$250 M
|
| EPG Wealth Management LLC |
2025 Q1
|
5/13/2025 |
539
|
$360 M
|
| VERUS CAPITAL PARTNERS, LLC |
2025 Q1
|
5/13/2025 |
465
|
$1.1 B
|
| FRANKLIN RESOURCES INC |
2025 Q1
|
5/13/2025 |
13,788
|
$350 B
|
| WISCONSIN CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
48
|
$160 M
|
| CIBC WORLD MARKETS CORP |
2025 Q1
|
5/13/2025 |
1,847
|
$13 B
|
| AltraVue Capital, LLC |
2025 Q1
|
5/13/2025 |
48
|
$1.0 B
|
| Arbiter Partners Capital Management LLC |
2025 Q1
|
5/13/2025 |
34
|
$140 M
|
| JACKSON HILL ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
12
|
$180 M
|
| Covenant Partners, LLC |
2025 Q1
|
5/13/2025 |
144
|
$310 M
|
| Waratah Capital Advisors Ltd. |
2025 Q1
|
5/13/2025 |
171
|
$3.7 B
|
| Prime Capital Investment Advisors, LLC |
2025 Q1
|
5/13/2025 |
1,080
|
$8.6 B
|
| MARIPAU WEALTH MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
134
|
$170 M
|
| LOWE BROCKENBROUGH & CO INC |
2025 Q1
|
5/13/2025 |
264
|
$1.5 B
|
| FountainVest China Capital Partners GP3 Ltd. |
2025 Q1
|
5/13/2025 |
2
|
$2.2 B
|
| Foresight Group Ltd Liability Partnership |
2025 Q1
|
5/13/2025 |
62
|
$630 M
|
| JPL Wealth Management, LLC |
2025 Q1 - RESTATEMENT
|
5/13/2025 |
131
|
$350 M
|
| Cambridge Financial Group, Inc. |
2025 Q1
|
5/13/2025 |
33
|
$230 M
|
| Swan Global Investments, LLC |
2025 Q1
|
5/13/2025 |
69
|
$3.4 B
|
| Gladstone Capital Management LLP |
2025 Q1
|
5/13/2025 |
24
|
$970 M
|
| LM Advisors LLC |
2025 Q1
|
5/13/2025 |
215
|
$560 M
|
| ALERUS FINANCIAL NA |
2025 Q1
|
5/13/2025 |
161
|
$1.2 B
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2025 Q1
|
5/13/2025 |
153
|
$8.5 B
|
| Syverson Strege & Co |
2025 Q1
|
5/13/2025 |
79
|
$310 M
|
| Retirement Investment Advisors, Inc. |
2025 Q1
|
5/13/2025 |
60
|
$990 M
|
| Eley Financial Management, Inc |
2025 Q1
|
5/13/2025 |
66
|
$250 M
|
| Employees Retirement System of Texas |
2025 Q1
|
5/13/2025 |
264
|
$11 B
|