| Astra Wealth Partners LLC |
2025 Q3 - RESTATEMENT
|
11/12/2025 |
98
|
$150 M
|
| ARK Investment Management LLC |
2025 Q3
|
11/12/2025 |
196
|
$17 B
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2025 Q3
|
11/12/2025 |
127
|
$1.2 B
|
| DIMENSIONAL FUND ADVISORS LP |
2025 Q3
|
11/12/2025 |
13,709
|
$470 B
|
| SKBA CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
81
|
$720 M
|
| Rock Point Advisors, LLC |
2025 Q3
|
11/12/2025 |
117
|
$380 M
|
| MONTAG A & ASSOCIATES INC |
2025 Q3
|
11/12/2025 |
1,120
|
$2.2 B
|
| LAFFER TENGLER INVESTMENTS, INC. |
2025 Q3
|
11/12/2025 |
162
|
$630 M
|
| Battery Global Advisors, LLC |
2025 Q3
|
11/12/2025 |
148
|
$210 M
|
| AltraVue Capital, LLC |
2025 Q3
|
11/12/2025 |
45
|
$1.2 B
|
| Bridge City Capital, LLC |
2025 Q3
|
11/12/2025 |
108
|
$370 M
|
| Haverford Financial Services, Inc. |
2025 Q3
|
11/12/2025 |
45
|
$360 M
|
| Greenwich Wealth Management LLC |
2025 Q3
|
11/12/2025 |
278
|
$2.0 B
|
| Arrowroot Family Office, LLC |
2025 Q3
|
11/12/2025 |
142
|
$250 M
|
| Advantage Alpha Capital Partners LP |
2025 Q3
|
11/12/2025 |
130
|
$330 M
|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2025 Q3
|
11/12/2025 |
1,700
|
$20 B
|
| LPL Financial LLC |
2025 Q3
|
11/12/2025 |
5,793
|
$340 B
|
| United Advisor Group, LLC |
2025 Q3
|
11/12/2025 |
450
|
$740 M
|
| EDGEWOOD MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
88
|
$28 B
|
| Octahedron Capital Management L.P. |
2025 Q3
|
11/12/2025 |
23
|
$180 M
|
| All Terrain Financial Advisors, LLC |
2025 Q3
|
11/12/2025 |
140
|
$400 M
|
| STIFEL FINANCIAL CORP |
2025 Q3
|
11/12/2025 |
9,480
|
$110 B
|
| Robertson Stephens Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
530
|
$3.3 B
|
| Crescent Park Management, L.P. |
2025 Q3
|
11/12/2025 |
35
|
$250 M
|
| Comprehensive Financial Planning, Inc./PA |
2025 Q3
|
11/12/2025 |
347
|
$150 M
|
| HUTCHINSON CAPITAL MANAGEMENT/CA |
2025 Q3
|
11/12/2025 |
97
|
$580 M
|
| Melia Wealth LLC |
2025 Q3
|
11/12/2025 |
23
|
$230 M
|
| LEVEL FOUR ADVISORY SERVICES, LLC |
2025 Q3
|
11/12/2025 |
802
|
$2.9 B
|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
2025 Q3
|
11/12/2025 |
3,699
|
$13 B
|
| VICTORY CAPITAL MANAGEMENT INC |
2025 Q3
|
11/12/2025 |
2,579
|
$170 B
|
| Corre Partners Management, LLC |
2025 Q3
|
11/12/2025 |
4
|
$88 M
|
| Manske Wealth Management |
2025 Q3
|
11/12/2025 |
203
|
$330 M
|
| Champlain Investment Partners, LLC |
2025 Q3
|
11/12/2025 |
135
|
$13 B
|
| CI INVESTMENTS INC. |
2025 Q3
|
11/12/2025 |
1,317
|
$28 B
|
| Contrarius Group Holdings Ltd |
2025 Q3
|
11/12/2025 |
60
|
$2.2 B
|
| Blueprint Investment Partners LLC |
2025 Q3
|
11/12/2025 |
121
|
$710 M
|
| Strive Asset Management, LLC |
2025 Q3
|
11/12/2025 |
183
|
$180 M
|
| Mathes Company, Inc. |
2025 Q3
|
11/12/2025 |
125
|
$280 M
|
| Burk Holdings LLC |
2025 Q3
|
11/12/2025 |
72
|
$190 M
|
| PENINSULA ASSET MANAGEMENT INC |
2025 Q3
|
11/12/2025 |
75
|
$190 M
|
| Nierenberg Investment Management Company, Inc. |
2025 Q3
|
11/12/2025 |
52
|
$230 M
|
| Roubaix Capital, LLC |
2025 Q3
|
11/12/2025 |
47
|
$210 M
|
| SPROTT INC. |
2025 Q3
|
11/12/2025 |
214
|
$2.9 B
|
| Accuvest Global Advisors |
2025 Q3
|
11/12/2025 |
78
|
$160 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2025 Q3
|
11/12/2025 |
76
|
$240 M
|
| Tieton Capital Management, LLC |
2025 Q3
|
11/12/2025 |
33
|
$290 M
|
| POTOMAC FUND MANAGEMENT INC /ADV |
2025 Q3
|
11/12/2025 |
103
|
$2.4 B
|
| SEVEN GRAND MANAGERS, LLC |
2025 Q3
|
11/12/2025 |
99
|
$1.2 B
|
| Glendon Capital Management LP |
2025 Q3
|
11/12/2025 |
24
|
$1.8 B
|
| P.A.W. CAPITAL CORP |
2025 Q3
|
11/12/2025 |
21
|
$58 M
|
| Duncan Williams Asset Management, LLC |
2025 Q3
|
11/12/2025 |
164
|
$360 M
|
| NAPA WEALTH MANAGEMENT |
2025 Q3
|
11/12/2025 |
148
|
$210 M
|
| Ascent Capital Management, LLC |
2025 Q3
|
11/12/2025 |
63
|
$130 M
|
| Cresset Asset Management, LLC |
2025 Q3
|
11/12/2025 |
1,847
|
$27 B
|
| Manske Wealth Management |
2025 Q2
|
11/12/2025 |
199
|
$300 M
|
| Griffith & Werner, Inc. |
2025 Q3
|
11/12/2025 |
71
|
$190 M
|
| Aisling Capital Management LP |
2025 Q3
|
11/12/2025 |
14
|
$460 M
|
| NZS Capital, LLC |
2025 Q3
|
11/12/2025 |
61
|
$3.3 B
|
| RAHLFS CAPITAL, LLC |
2025 Q3
|
11/12/2025 |
88
|
$130 M
|
| CAZ INVESTMENTS LP |
2025 Q3
|
11/12/2025 |
32
|
$54 M
|
| Oakwell Private Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
78
|
$500 M
|
| CANERECTOR INC |
2025 Q3
|
11/12/2025 |
10
|
$190 M
|
| AustralianSuper Pty Ltd |
2025 Q3 - RESTATEMENT
|
11/12/2025 |
268
|
$21 B
|
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
100
|
$720 M
|
| Richard C. Young & CO., LTD. |
2025 Q3
|
11/12/2025 |
91
|
$1.1 B
|
| WISCONSIN CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
49
|
$200 M
|
| Chancellor Financial Group WB LP |
2025 Q3
|
11/12/2025 |
132
|
$140 M
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
31
|
$250 M
|
| Claro Advisors LLC |
2025 Q3
|
11/12/2025 |
397
|
$690 M
|
| USAdvisors Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
134
|
$290 M
|
| Fox Hill Wealth Management |
2025 Q3
|
11/12/2025 |
123
|
$210 M
|
| Arvin Capital Management LP |
2025 Q3
|
11/12/2025 |
36
|
$550 M
|
| WEIK CAPITAL MANAGEMENT |
2025 Q3
|
11/12/2025 |
93
|
$270 M
|
| PICTON MAHONEY ASSET MANAGEMENT |
2025 Q3
|
11/12/2025 |
1,069
|
$11 B
|
| eCIO, Inc. |
2025 Q3
|
11/12/2025 |
70
|
$270 M
|
| Miramar Capital, LLC |
2025 Q3
|
11/12/2025 |
58
|
$450 M
|
| Blueprint Financial Advisors LLC |
2025 Q3
|
11/12/2025 |
100
|
$460 M
|
| Oak Grove Capital LLC |
2025 Q3
|
11/12/2025 |
244
|
$710 M
|
| H&F Corporate Investors IX, Ltd. |
2025 Q3
|
11/12/2025 |
1
|
$84 M
|
| H&F Corporate Investors X, Ltd. |
2025 Q3
|
11/12/2025 |
1
|
$0
|
| Legato Capital Management LLC |
2025 Q3
|
11/12/2025 |
558
|
$920 M
|
| South Dakota Investment Council |
2025 Q3
|
11/12/2025 |
606
|
$5.1 B
|
| GLYNN CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
35
|
$320 M
|
| BC Partners PE LP |
2025 Q3
|
11/12/2025 |
3
|
$9.1 B
|
| First Eagle Investment Management, LLC |
2025 Q3
|
11/12/2025 |
546
|
$55 B
|
| Local Pensions Partnership Investment Ltd |
2025 Q3
|
11/12/2025 |
33
|
$5.9 B
|
| Phocas Financial Corp. |
2025 Q3
|
11/12/2025 |
147
|
$770 M
|
| CIBC Bancorp USA Inc. |
2025 Q3
|
11/12/2025 |
4,865
|
$85 B
|
| SONATA CAPITAL GROUP INC |
2025 Q3
|
11/12/2025 |
121
|
$270 M
|
| PPM AMERICA INC/IL |
2025 Q3
|
11/12/2025 |
6
|
$19 M
|
| Local Pensions Partnership Investment Ltd |
2025 Q2
|
11/12/2025 |
35
|
$5.4 B
|
| AMERIFLEX GROUP, INC. |
2025 Q3
|
11/12/2025 |
1,090
|
$270 M
|
| H&F Corporate Investors VIII, Ltd. |
2025 Q3
|
11/12/2025 |
1
|
$290 M
|
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
2025 Q3
|
11/12/2025 |
12
|
$56 M
|
| Knott David M Jr |
2025 Q3
|
11/12/2025 |
92
|
$250 M
|
| Local Pensions Partnership Investment Ltd |
2025 Q1
|
11/12/2025 |
35
|
$5.0 B
|
| Legacy Capital Group California, Inc. |
2025 Q3
|
11/12/2025 |
328
|
$390 M
|
| Cedar Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
244
|
$330 M
|
| Local Pensions Partnership Investment Ltd |
2024 Q4
|
11/12/2025 |
36
|
$5.4 B
|
| Intellus Advisors LLC |
2025 Q3
|
11/12/2025 |
134
|
$730 M
|