| Riverstone Advisors, LLC |
2025 Q2
|
8/12/2025 |
59
|
$180 M
|
| COWA, LLC |
2025 Q2
|
8/12/2025 |
131
|
$260 M
|
| Meridian Wealth Advisors, LLC |
2025 Q2
|
8/12/2025 |
180
|
$630 M
|
| CAMDEN NATIONAL BANK |
2025 Q2
|
8/12/2025 |
262
|
$690 M
|
| H&F Corporate Investors X, Ltd. |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| WealthBridge Capital Management, LLC |
2025 Q2
|
8/12/2025 |
210
|
$390 M
|
| Richard W. Paul & Associates, LLC |
2025 Q2
|
8/12/2025 |
337
|
$280 M
|
| New World Advisors LLC |
2025 Q2
|
8/12/2025 |
70
|
$470 M
|
| H Capital V GP, L.P. |
2025 Q2
|
8/12/2025 |
1
|
$88 M
|
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2025 Q2
|
8/12/2025 |
47
|
$110 M
|
| BOWEN HANES & CO INC |
2025 Q2
|
8/12/2025 |
145
|
$4.0 B
|
| TABLEAUX LLC |
2025 Q2
|
8/12/2025 |
157
|
$160 M
|
| COZAD ASSET MANAGEMENT INC |
2025 Q2 - RESTATEMENT
|
8/12/2025 |
406
|
$1.1 B
|
| GUERRA PAN ADVISORS, LLC |
2025 Q2
|
8/12/2025 |
112
|
$150 M
|
| Del-Sette Capital Management, LLC |
2025 Q2
|
8/12/2025 |
49
|
$140 M
|
| STEVENS CAPITAL MANAGEMENT LP |
2025 Q2
|
8/12/2025 |
233
|
$370 M
|
| Cutter & CO Brokerage, Inc. |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| BAHL & GAYNOR INC |
2025 Q2
|
8/12/2025 |
332
|
$20 B
|
| Holowesko Partners Ltd. |
2025 Q2
|
8/12/2025 |
29
|
$300 M
|
| Beaton Management Co. Inc. |
2025 Q2
|
8/12/2025 |
135
|
$200 M
|
| Weaver C. Barksdale & Associates, Inc. |
2025 Q2
|
8/12/2025 |
62
|
$100 M
|
| Accredited Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
419
|
$120 M
|
| Wind River Trust Co |
2025 Q2
|
8/12/2025 |
9
|
$250 M
|
| SEAVIEW INVESTMENT MANAGERS LLC |
2025 Q2
|
8/12/2025 |
228
|
$360 M
|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
2025 Q2
|
8/12/2025 |
2,479
|
$15 B
|
| Pacer Advisors, Inc. |
2025 Q2
|
8/12/2025 |
3,427
|
$40 B
|
| Coston, McIsaac & Partners |
2025 Q2
|
8/12/2025 |
1,001
|
$390 M
|
| Trexquant Investment LP |
2025 Q2
|
8/12/2025 |
1,479
|
$8.9 B
|
| Global IMC LLC |
2025 Q2
|
8/12/2025 |
80
|
$390 M
|
| INTREPID CAPITAL MANAGEMENT INC |
2025 Q2
|
8/12/2025 |
112
|
$250 M
|
| LYRICAL ASSET MANAGEMENT LP |
2025 Q2
|
8/12/2025 |
38
|
$6.9 B
|
| IDG China Capital Fund III Associates L.P. |
2025 Q2
|
8/12/2025 |
3
|
$2.2 B
|
| ClearBridge Investments Ltd |
2025 Q2
|
8/12/2025 |
25
|
$4.6 B
|
| Informed Momentum Co LLC |
2025 Q2
|
8/12/2025 |
220
|
$660 M
|
| Ameraudi Asset Management, Inc. |
2025 Q2
|
8/12/2025 |
86
|
$190 M
|
| Investor's Fiduciary Advisor Network, LLC |
2025 Q2
|
8/12/2025 |
220
|
$270 M
|
| Tradition Wealth Management, LLC |
2025 Q2
|
8/12/2025 |
461
|
$1.3 B
|
| IDG Technology Venture Investment IV, LLC |
2025 Q2
|
8/12/2025 |
1
|
$61 M
|
| William B. Walkup & Associates, Inc. |
2025 Q2
|
8/12/2025 |
163
|
$170 M
|
| Marshall & Sterling Wealth Advisors Inc. |
2025 Q2
|
8/12/2025 |
7,185
|
$150 M
|
| BRAUN STACEY ASSOCIATES INC |
2025 Q2
|
8/12/2025 |
112
|
$2.8 B
|
| Argent Trust Co |
2025 Q2
|
8/12/2025 |
1,449
|
$2.6 B
|
| Frontier Asset Management, LLC |
2025 Q2
|
8/12/2025 |
74
|
$370 M
|
| WULFF, HANSEN & CO. |
2025 Q2
|
8/12/2025 |
100
|
$120 M
|
| IDG China Venture Capital Fund V Associates L.P. |
2025 Q2
|
8/12/2025 |
1
|
$130 M
|
| Arax Advisory Partners |
2025 Q2
|
8/12/2025 |
3,035
|
$2.2 B
|
| Retirement Planning Co of New England, Inc. |
2025 Q2
|
8/12/2025 |
233
|
$220 M
|
| Mystic Asset Management, Inc. |
2025 Q2
|
8/12/2025 |
222
|
$410 M
|
| Wood Tarver Financial Group, LLC |
2025 Q2
|
8/12/2025 |
702
|
$330 M
|
| Rule One Partners, LLC |
2025 Q2
|
8/12/2025 |
9
|
$180 M
|
| CVC Management Holdings II Ltd. |
2025 Q2
|
8/12/2025 |
3
|
$640 M
|
| IDG China Venture Capital Fund IV Associates L.P. |
2025 Q2
|
8/12/2025 |
4
|
$410 M
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
2025 Q2
|
8/12/2025 |
401
|
$30 B
|
| Clearbridge Investments, LLC |
2025 Q2
|
8/12/2025 |
761
|
$120 B
|
| Close Asset Management Ltd |
2025 Q2
|
8/12/2025 |
271
|
$3.4 B
|
| SQN Investors LP |
2025 Q2
|
8/12/2025 |
1
|
$0
|
| Stelac Advisory Services LLC |
2025 Q2
|
8/12/2025 |
104
|
$260 M
|
| Inscription Capital, LLC |
2025 Q2
|
8/12/2025 |
479
|
$690 M
|
| Norwood Investment Partners, LP |
2025 Q2
|
8/12/2025 |
15
|
$130 M
|
| Capricorn Investment Group LLC |
2025 Q2
|
8/12/2025 |
5
|
$610 M
|
| Fairscale Capital, LLC |
2025 Q2
|
8/12/2025 |
443
|
$140 M
|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
2025 Q2
|
8/12/2025 |
20
|
$1.3 B
|
| RHUMBLINE ADVISERS |
2025 Q2
|
8/12/2025 |
4,194
|
$120 B
|
| Fosse Capital Partners LLP |
2025 Q2
|
8/12/2025 |
2
|
$170 M
|
| Western Asset Management Company, LLC |
2025 Q2
|
8/12/2025 |
12
|
$76 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/12/2025 |
70
|
$90 M
|
| Legal & General Group Plc |
2025 Q2
|
8/12/2025 |
8,243
|
$400 B
|
| AIMZ Investment Advisors, LLC |
2025 Q2
|
8/12/2025 |
130
|
$300 M
|
| WHITE PINE CAPITAL LLC |
2025 Q2
|
8/12/2025 |
221
|
$320 M
|
| MARTIN CURRIE LTD |
2025 Q2
|
8/12/2025 |
85
|
$2.6 B
|
| Watchman Group, Inc. |
2025 Q2
|
8/12/2025 |
77
|
$380 M
|
| Brandywine Global Investment Management, LLC |
2025 Q2
|
8/12/2025 |
572
|
$14 B
|
| Mediolanum International Funds Ltd |
2025 Q2
|
8/12/2025 |
399
|
$8.4 B
|
| BlackRock, Inc. |
2025 Q2
|
8/12/2025 |
49,987
|
$5.3 T
|
| Long Island Wealth Management, Inc. |
2025 Q2
|
8/12/2025 |
81
|
$190 M
|
| University of Illinois Foundation |
2025 Q2
|
8/12/2025 |
14
|
$250 M
|
| LEIGH BALDWIN & CO., LLC |
2025 Q2
|
8/12/2025 |
181
|
$150 M
|
| Martin Worley Group |
2025 Q2
|
8/12/2025 |
91
|
$200 M
|
| Maxi Investments CY Ltd |
2025 Q2
|
8/12/2025 |
107
|
$600 M
|
| SIR Capital Management, L.P. |
2025 Q2
|
8/12/2025 |
87
|
$1.1 B
|
| WADDELL & ASSOCIATES, LLC |
2025 Q2
|
8/12/2025 |
243
|
$940 M
|
| HOLDERNESS INVESTMENTS CO |
2025 Q2
|
8/12/2025 |
249
|
$460 M
|
| Egerton Capital (UK) LLP |
2025 Q2
|
8/12/2025 |
25
|
$9.7 B
|
| SNYDER CAPITAL MANAGEMENT L P |
2025 Q2
|
8/12/2025 |
67
|
$4.7 B
|
| CenterBook Partners LP |
2025 Q2
|
8/12/2025 |
493
|
$1.8 B
|
| MUFG SECURITIES AMERICAS INC. |
2025 Q2
|
8/12/2025 |
505
|
$1.2 B
|
| AlphaCore Capital LLC |
2025 Q2
|
8/12/2025 |
1,054
|
$2.6 B
|
| Evelyn Partners Investment Management Services Ltd |
2025 Q2
|
8/12/2025 |
250
|
$750 M
|
| Dundas Partners LLP |
2025 Q2
|
8/12/2025 |
50
|
$1.4 B
|
| Reliant Wealth Planning |
2025 Q2
|
8/12/2025 |
42
|
$260 M
|
| Warberg Asset Management LLC |
2025 Q2
|
8/12/2025 |
182
|
$640 M
|
| Evelyn Partners Investment Management LLP |
2025 Q2
|
8/12/2025 |
272
|
$2.4 B
|
| Evelyn Partners Investment Management (Europe) Ltd |
2025 Q2
|
8/12/2025 |
95
|
$130 M
|
| SFMG, LLC |
2025 Q2
|
8/12/2025 |
280
|
$1.3 B
|
| Kohmann Bosshard Financial Services, LLC |
2025 Q2
|
8/12/2025 |
198
|
$900 M
|
| Evelyn Partners Asset Management Ltd |
2025 Q2
|
8/12/2025 |
158
|
$220 M
|
| AXQ CAPITAL, LP |
2025 Q2
|
8/12/2025 |
547
|
$310 M
|
| Bluegrass Capital Partners LP |
2025 Q2
|
8/12/2025 |
11
|
$140 M
|
| COOPER/HAIMS ADVISORS, LLC |
2025 Q2
|
8/12/2025 |
85
|
$200 M
|
| Blueprint Investment Partners LLC |
2025 Q2
|
8/12/2025 |
61
|
$560 M
|