| PACIFIC FINANCIAL GROUP INC |
2025 Q3
|
11/12/2025 |
61
|
$140 M
|
| Weaver C. Barksdale & Associates, Inc. |
2025 Q3
|
11/12/2025 |
62
|
$100 M
|
| Harbor Advisors LLC |
2025 Q3
|
11/12/2025 |
190
|
$650 M
|
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
2025 Q3
|
11/12/2025 |
83
|
$140 M
|
| FIFTH LANE CAPITAL, LP |
2025 Q3
|
11/12/2025 |
105
|
$100 M
|
| Skaana Management L.P. |
2025 Q3
|
11/12/2025 |
179
|
$360 M
|
| Warm Springs Advisors Inc. |
2025 Q3
|
11/12/2025 |
47
|
$130 M
|
| Forge First Asset Management Inc. |
2025 Q3
|
11/12/2025 |
38
|
$220 M
|
| Camrose Capital Investment Partners LLP |
2025 Q3
|
11/12/2025 |
9
|
$430 M
|
| IA Venture Strategies Fund II, LP |
2025 Q3
|
11/12/2025 |
2
|
$7.1 M
|
| IAG Wealth Partners, LLC |
2025 Q3
|
11/12/2025 |
526
|
$830 M
|
| Mason Investment Advisory Services, Inc. |
2025 Q3
|
11/12/2025 |
80
|
$2.0 B
|
| R Squared Ltd |
2025 Q3
|
11/12/2025 |
537
|
$230 M
|
| Gemsstock Ltd. |
2025 Q3
|
11/12/2025 |
15
|
$490 M
|
| FARLEY CAPITAL L.P. |
2025 Q3
|
11/12/2025 |
17
|
$140 M
|
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE |
2025 Q3
|
11/12/2025 |
24
|
$300 M
|
| WFM ASIA (BVI) Ltd |
2025 Q3
|
11/12/2025 |
8
|
$900 M
|
| Close Asset Management Ltd |
2025 Q3
|
11/12/2025 |
269
|
$4.5 B
|
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
2025 Q3
|
11/12/2025 |
183
|
$5.7 B
|
| WHALEROCK POINT PARTNERS, LLC |
2025 Q3
|
11/12/2025 |
185
|
$490 M
|
| Telligent Fund, LP |
2025 Q3
|
11/12/2025 |
31
|
$120 M
|
| Bison Wealth, LLC |
2025 Q3
|
11/12/2025 |
322
|
$1.1 B
|
| Banco Santander, S.A. |
2025 Q3
|
11/12/2025 |
948
|
$11 B
|
| Western Standard LLC |
2025 Q3
|
11/12/2025 |
24
|
$340 M
|
| Artisan Partners Limited Partnership |
2025 Q3
|
11/12/2025 |
333
|
$70 B
|
| SeaTown Holdings Pte. Ltd. |
2025 Q3
|
11/12/2025 |
19
|
$170 M
|
| SUMITOMO LIFE INSURANCE CO |
2025 Q3
|
11/12/2025 |
268
|
$3.2 B
|
| THORNBURG INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/12/2025 |
176
|
$7.7 B
|
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
2025 Q3
|
11/12/2025 |
41
|
$1.2 B
|
| FACTORY MUTUAL INSURANCE CO |
2025 Q3
|
11/10/2025 |
195
|
$10 B
|
| Alexander Randolph Advisory, Inc. |
2025 Q3
|
11/10/2025 |
53
|
$120 M
|
| Marshall & Sterling Wealth Advisors Inc. |
2025 Q3
|
11/10/2025 |
7,268
|
$160 M
|
| Cohalo Advisory LLC |
2025 Q3
|
11/10/2025 |
12
|
$1.3 M
|
| LongView Asset Management LLC |
2025 Q3
|
11/10/2025 |
53
|
$140 M
|
| Convergence Financial, LLC |
2025 Q3
|
11/10/2025 |
188
|
$670 M
|
| Northeast Financial Group, Inc. |
2025 Q3
|
11/10/2025 |
86
|
$400 M
|
| Beverly Hills Private Wealth, LLC |
2025 Q3
|
11/10/2025 |
1,004
|
$570 M
|
| Mullooly Asset Management, Inc. |
2025 Q3
|
11/10/2025 |
51
|
$260 M
|
| Northern Financial Advisors Inc |
2025 Q3
|
11/10/2025 |
124
|
$190 M
|
| David Kennon Inc |
2025 Q3
|
11/10/2025 |
36
|
$280 M
|
| AMARA FINANCIAL, LLC. |
2025 Q3
|
11/10/2025 |
47
|
$140 M
|
| Schrum Private Wealth Management LLC |
2025 Q3
|
11/10/2025 |
129
|
$140 M
|
| New Millennium Group LLC |
2025 Q3
|
11/10/2025 |
501
|
$220 M
|
| AIRE ADVISORS, LLC |
2025 Q3
|
11/10/2025 |
168
|
$550 M
|
| Goehring & Rozencwajg Associates, LLC |
2025 Q3
|
11/10/2025 |
42
|
$830 M
|
| BCK Capital Management LP |
2025 Q3
|
11/10/2025 |
93
|
$94 M
|
| WT Asset Management Ltd |
2025 Q3
|
11/10/2025 |
43
|
$2.2 B
|
| Lion Street Advisors, LLC |
2025 Q3
|
11/10/2025 |
224
|
$290 M
|
| Clear Creek Financial Management, LLC |
2025 Q3
|
11/10/2025 |
560
|
$1.2 B
|
| ODonnell Financial Services, LLC |
2025 Q3
|
11/10/2025 |
55
|
$280 M
|
| Frisch Financial Group, Inc. |
2025 Q3
|
11/10/2025 |
157
|
$430 M
|
| ICICI Prudential Asset Management Co Ltd |
2025 Q3
|
11/10/2025 |
158
|
$950 M
|
| Strategic Family Wealth Counselors, L.L.C. |
2025 Q3
|
11/10/2025 |
164
|
$390 M
|
| Kovack Advisors, Inc. |
2025 Q3
|
11/10/2025 |
611
|
$1.1 B
|
| Fortis Advisors, LLC |
2025 Q3
|
11/10/2025 |
123
|
$180 M
|
| Ascension Capital Advisors, Inc. |
2025 Q3
|
11/10/2025 |
39
|
$260 M
|
| Berkeley Capital Partners, LLC |
2025 Q3
|
11/10/2025 |
188
|
$420 M
|
| Delaney Dennis R |
2025 Q3
|
11/10/2025 |
234
|
$200 M
|
| Elefante Mark B |
2025 Q3
|
11/10/2025 |
222
|
$160 M
|
| D'Orazio & Associates, Inc. |
2025 Q3
|
11/10/2025 |
288
|
$760 M
|
| Pillar Wealth Advisors, LLC |
2025 Q3
|
11/10/2025 |
1
|
$0
|
| Mendel Money Management |
2025 Q3
|
11/10/2025 |
150
|
$240 M
|
| Notis-McConarty Edward |
2025 Q3
|
11/10/2025 |
228
|
$210 M
|
| Bridgewater Advisors Inc. |
2025 Q3
|
11/10/2025 |
434
|
$1.4 B
|
| Financial Designs Corp |
2025 Q3
|
11/10/2025 |
22
|
$170 M
|
| Dempze Nancy E |
2025 Q3
|
11/10/2025 |
302
|
$180 M
|
| Richmond Brothers, Inc. |
2025 Q3
|
11/10/2025 |
54
|
$160 M
|
| Wharton Business Group, LLC |
2025 Q3
|
11/10/2025 |
140
|
$2.3 B
|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2025 Q3
|
11/10/2025 |
1,170
|
$5.0 B
|
| Kidder Stephen W |
2025 Q3
|
11/10/2025 |
331
|
$350 M
|
| AMG National Trust Bank |
2025 Q3
|
11/10/2025 |
627
|
$4.1 B
|
| Broderick Brian C |
2025 Q3
|
11/10/2025 |
352
|
$530 M
|
| SOMERVILLE KURT F |
2025 Q3
|
11/10/2025 |
467
|
$610 M
|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2025 Q3
|
11/10/2025 |
117
|
$2.1 B
|
| PUZO MICHAEL J |
2025 Q3
|
11/10/2025 |
377
|
$370 M
|
| Pekin Hardy Strauss, Inc. |
2025 Q3
|
11/10/2025 |
409
|
$1.0 B
|
| EXCALIBUR MANAGEMENT CORP |
2025 Q3
|
11/10/2025 |
166
|
$280 M
|
| Prestige Wealth Management Group LLC |
2025 Q3
|
11/10/2025 |
1,286
|
$520 M
|
| COREPATH WEALTH PARTNERS LLC |
2025 Q3
|
11/10/2025 |
39
|
$140 M
|
| TABLEAUX LLC |
2025 Q3
|
11/10/2025 |
114
|
$250 M
|
| Aspen Wealth Strategies, LLC |
2025 Q3
|
11/10/2025 |
85
|
$180 M
|
| Redmond Asset Management, LLC |
2025 Q3
|
11/10/2025 |
198
|
$410 M
|
| AEW CAPITAL MANAGEMENT L P |
2025 Q3
|
11/10/2025 |
81
|
$1.8 B
|
| Avant Capital LLC |
2025 Q3
|
11/10/2025 |
79
|
$140 M
|
| TigerOak Management, L.L.C. |
2025 Q3
|
11/10/2025 |
117
|
$320 M
|
| TD Asset Management Inc |
2025 Q3
|
11/10/2025 |
1,695
|
$120 B
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2025 Q3
|
11/10/2025 |
86
|
$580 M
|
| COZAD ASSET MANAGEMENT INC |
2025 Q3
|
11/10/2025 |
419
|
$1.3 B
|
| Grant Street Asset Management, Inc. |
2025 Q3
|
11/10/2025 |
91
|
$470 M
|
| AFFINITY INVESTMENT ADVISORS, LLC |
2025 Q3
|
11/10/2025 |
140
|
$150 M
|
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2025 Q3
|
11/10/2025 |
73
|
$4.6 B
|
| MARLIN SAMS CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/10/2025 |
1
|
$0
|
| Magellan Asset Management Ltd |
2025 Q3
|
11/10/2025 |
82
|
$8.4 B
|
| THOROUGHBRED FINANCIAL SERVICES, LLC |
2025 Q3
|
11/10/2025 |
564
|
$1.6 B
|
| Parkside Investments, LLC |
2025 Q3
|
11/10/2025 |
98
|
$800 M
|
| Mount Lucas Management LP |
2025 Q3
|
11/10/2025 |
163
|
$240 M
|
| MOON CAPITAL MANAGEMENT LP |
2025 Q3
|
11/10/2025 |
11
|
$140 M
|
| WRAPMANAGER INC |
2025 Q3
|
11/10/2025 |
151
|
$320 M
|
| Aldebaran Capital, LLC |
2025 Q3
|
11/10/2025 |
33
|
$110 M
|
| Alaska Permanent Fund Corp |
2025 Q3
|
11/10/2025 |
7
|
$1.7 B
|