| Timmons Wealth Management, LLC |
2025 Q4
|
2/12/2026 |
74
|
$100 M
|
| Advocate Investing Services LLC |
2025 Q4
|
2/12/2026 |
450
|
$110 M
|
| Hamilton Point Investment Advisors, LLC |
2025 Q4
|
2/12/2026 |
190
|
$660 M
|
| DigitalBridge Group, Inc. |
2025 Q4
|
2/12/2026 |
165
|
$1.3 B
|
| Conservest Capital Advisors, Inc. |
2025 Q4
|
2/12/2026 |
131
|
$1.1 B
|
| Johnson Financial Group, Inc. |
2025 Q4
|
2/12/2026 |
1,369
|
$2.7 B
|
| BECK MACK & OLIVER LLC |
2025 Q4
|
2/12/2026 |
194
|
$5.5 B
|
| DAVIS R M INC |
2025 Q4
|
2/12/2026 |
275
|
$5.8 B
|
| Saiph Capital, LLC |
2025 Q4
|
2/12/2026 |
70
|
$280 M
|
| Empirical Finance, LLC |
2025 Q4
|
2/12/2026 |
496
|
$2.1 B
|
| Callan Family Office, LLC |
2025 Q4
|
2/12/2026 |
1,111
|
$4.7 B
|
| XXI WEALTH, LLC |
2025 Q4
|
2/12/2026 |
178
|
$160 M
|
| AXON CAPITAL LP |
2025 Q4
|
2/12/2026 |
14
|
$120 M
|
| TopTier Wealth Management, LLC |
2025 Q4
|
2/12/2026 |
121
|
$150 M
|
| OAK ASSOCIATES LTD /OH/ |
2025 Q4
|
2/12/2026 |
131
|
$1.7 B
|
| GILEAD SCIENCES, INC. |
2025 Q4
|
2/12/2026 |
6
|
$1.9 B
|
| IES Holdings, Inc. |
2025 Q4
|
2/12/2026 |
13
|
$170 M
|
| CAPITAL COUNSEL LLC/NY |
2025 Q4
|
2/12/2026 |
61
|
$2.6 B
|
| Longbow Finance SA |
2025 Q4
|
2/12/2026 |
62
|
$590 M
|
| WestCap Management, LLC |
2025 Q4
|
2/12/2026 |
2
|
$460 M
|
| Empower Annuity Insurance Co |
2025 Q4
|
2/12/2026 |
1
|
$270 M
|
| GSK plc |
2025 Q4
|
2/12/2026 |
15
|
$800 M
|
| Cliffwater LLC |
2025 Q4
|
2/12/2026 |
22
|
$480 M
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
2025 Q4
|
2/12/2026 |
330
|
$1.6 B
|
| SKBA CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/12/2026 |
80
|
$700 M
|
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
2025 Q4
|
2/12/2026 |
12
|
$48 M
|
| CHEVRON CORP |
2025 Q4
|
2/12/2026 |
1
|
$0
|
| GENERATION INVESTMENT MANAGEMENT LLP |
2025 Q4
|
2/12/2026 |
33
|
$14 B
|
| SR One Capital Management, LP |
2025 Q4
|
2/12/2026 |
13
|
$710 M
|
| Pfizer Inc |
2025 Q4
|
2/12/2026 |
21
|
$240 M
|
| North Ground Capital |
2025 Q4
|
2/12/2026 |
45
|
$200 M
|
| Venator Management LLC |
2025 Q4
|
2/12/2026 |
27
|
$440 M
|
| Financial Engines Advisors L.L.C. |
2025 Q4
|
2/12/2026 |
539
|
$53 B
|
| ECLIPSE OPERATIONS, LLC |
2025 Q4
|
2/12/2026 |
1
|
$120 M
|
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. |
2025 Q4
|
2/12/2026 |
40
|
$130 M
|
| AMERICAN INTERNATIONAL GROUP, INC. |
2025 Q4
|
2/12/2026 |
2
|
$1.5 B
|
| Senvest Management, LLC |
2025 Q4
|
2/12/2026 |
52
|
$3.2 B
|
| Anthracite Investment Company, Inc. |
2025 Q4
|
2/12/2026 |
1
|
$0
|
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
2025 Q4
|
2/12/2026 |
46
|
$910 M
|
| AFFINITY INVESTMENT ADVISORS, LLC |
2025 Q4
|
2/12/2026 |
139
|
$150 M
|
| Front Row Advisors LLC |
2025 Q4
|
2/12/2026 |
565
|
$300 M
|
| Reliant Wealth Planning |
2025 Q4
|
2/12/2026 |
52
|
$320 M
|
| Federation des caisses Desjardins du Quebec |
2025 Q4
|
2/12/2026 |
5,720
|
$26 B
|
| Remedium Capital Partners, LLC |
2025 Q4
|
2/12/2026 |
6
|
$170 k
|
| Leith Wheeler Investment Counsel Ltd. |
2025 Q4
|
2/12/2026 |
87
|
$1.3 B
|
| Point Break Capital Management, LLC |
2025 Q4
|
2/12/2026 |
17
|
$120 M
|
| McDonough Capital Management, Inc |
2025 Q4
|
2/12/2026 |
51
|
$200 M
|
| NEW SOUTH CAPITAL MANAGEMENT INC |
2025 Q4
|
2/12/2026 |
84
|
$2.2 B
|
| Versant Venture Management, LLC |
2025 Q4
|
2/12/2026 |
7
|
$150 M
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/12/2026 |
321
|
$740 M
|
| THIRD AVENUE MANAGEMENT LLC |
2025 Q4
|
2/12/2026 |
51
|
$550 M
|
| Bank of Jackson Hole Trust |
2025 Q4
|
2/12/2026 |
521
|
$210 M
|
| HRT FINANCIAL LP |
2025 Q4
|
2/12/2026 |
3,131
|
$32 B
|
| Alibaba Group Holding Ltd |
2025 Q4
|
2/12/2026 |
2
|
$770 M
|
| HIGHLAND PEAK CAPITAL, LLC |
2025 Q4
|
2/12/2026 |
15
|
$300 M
|
| Solano Wealth Investment Advisors LLC |
2025 Q4
|
2/12/2026 |
35
|
$200 M
|
| WELCH CAPITAL PARTNERS LLC/NY |
2025 Q4
|
2/12/2026 |
26
|
$500 M
|
| Schneider Downs Wealth Management Advisors, LP |
2025 Q4
|
2/12/2026 |
156
|
$890 M
|
| CoreCommodity Management, LLC |
2025 Q4
|
2/12/2026 |
117
|
$480 M
|
| VUB Generali dochodkova spravcovska spolocnost, a.s. |
2025 Q4
|
2/12/2026 |
97
|
$130 M
|
| Signet Investment Advisory Group, Inc. |
2025 Q4
|
2/12/2026 |
70
|
$220 M
|
| LAFFER TENGLER INVESTMENTS, INC. |
2025 Q4
|
2/12/2026 |
181
|
$660 M
|
| Benson Wealth Management INC |
2025 Q4
|
2/12/2026 |
426
|
$90 M
|
| Planning Project LLC |
2025 Q4
|
2/12/2026 |
144
|
$400 M
|
| Alaska Permanent Fund Corp |
2025 Q4
|
2/12/2026 |
7
|
$1.6 B
|
| Cooper Capital Advisors LLC |
2025 Q4
|
2/12/2026 |
42
|
$160 M
|
| Declaration Partners LP |
2025 Q4
|
2/12/2026 |
1
|
$200 M
|
| Empower Advisory Group, LLC |
2025 Q4
|
2/12/2026 |
501
|
$37 B
|
| Round Hill Asset Management |
2025 Q4
|
2/12/2026 |
63
|
$160 M
|
| SILVERARC CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/12/2026 |
68
|
$720 M
|
| Blue Edge Capital, LLC |
2025 Q4
|
2/12/2026 |
125
|
$750 M
|
| GRANITE ISLANDS PRIVATE WEALTH, LLC |
2025 Q4
|
2/12/2026 |
81
|
$110 M
|
| Toronado Partners, LLC |
2025 Q4
|
2/12/2026 |
11
|
$100 M
|
| BAHL & GAYNOR INC |
2025 Q4
|
2/12/2026 |
327
|
$20 B
|
| Loudon Investment Management, LLC |
2025 Q4
|
2/12/2026 |
93
|
$190 M
|
| GuideStone Capital Management, LLC |
2025 Q4
|
2/12/2026 |
1
|
$80 M
|
| Elevated Private Wealth, LLC |
2025 Q4
|
2/12/2026 |
112
|
$97 M
|
| Litman Gregory Wealth Management LLC |
2025 Q4
|
2/12/2026 |
357
|
$1.4 B
|
| Helium Advisors LLC |
2025 Q4
|
2/12/2026 |
82
|
$99 M
|
| SMA Capital LLC |
2025 Q4
|
2/12/2026 |
43
|
$210 M
|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
2025 Q4
|
2/12/2026 |
80
|
$340 M
|
| CIBC WORLD MARKETS CORP |
2025 Q4
|
2/12/2026 |
1,236
|
$21 B
|
| Ascent Advisors, LLC |
2025 Q4
|
2/12/2026 |
2
|
$520 k
|
| Sand Hill Global Advisors, LLC |
2025 Q4
|
2/12/2026 |
207
|
$2.9 B
|
| Stonebridge Capital Advisors LLC |
2025 Q4
|
2/12/2026 |
211
|
$1.4 B
|
| Tandem Wealth Advisors LLC |
2025 Q4
|
2/12/2026 |
47
|
$220 M
|
| BURKE & HERBERT BANK & TRUST CO |
2025 Q4
|
2/12/2026 |
353
|
$360 M
|
| Aristides Capital LLC |
2025 Q4
|
2/12/2026 |
273
|
$570 M
|
| Beacon Capital Management, Inc. |
2025 Q4
|
2/12/2026 |
139
|
$1.9 B
|
| Advisors Asset Management, Inc. |
2025 Q4
|
2/12/2026 |
1,440
|
$6.0 B
|
| RBO & CO LLC |
2025 Q4
|
2/12/2026 |
52
|
$630 M
|
| Mason Investment Advisory Services, Inc. |
2025 Q4
|
2/12/2026 |
80
|
$2.1 B
|
| PARADIGM CAPITAL MANAGEMENT INC/NY |
2025 Q4
|
2/12/2026 |
178
|
$2.4 B
|
| PINEBRIDGE INVESTMENTS LLC |
2025 Q4 - RESTATEMENT
|
2/12/2026 |
518
|
$14 B
|
| Carson Advisory Inc. |
2025 Q4
|
2/12/2026 |
183
|
$190 M
|
| Counterpoint Mutual Funds LLC |
2025 Q1
|
2/12/2026 |
279
|
$700 M
|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2025 Q4
|
2/12/2026 |
580
|
$6.9 B
|
| Tribune Investment Group LP |
2025 Q4
|
2/12/2026 |
20
|
$180 M
|
| Ankerstar Wealth, LLC |
2025 Q4
|
2/12/2026 |
1,037
|
$100 M
|
| Strive Asset Management, LLC |
2025 Q4
|
2/12/2026 |
1
|
$0
|