| WealthPLAN Partners, LLC |
2025 Q1
|
5/12/2025 |
303
|
$710 M
|
| Accuvest Global Advisors |
2025 Q1
|
5/12/2025 |
64
|
$120 M
|
| Ironwood Investment Counsel, LLC |
2025 Q1
|
5/12/2025 |
240
|
$580 M
|
| WBH ADVISORY INC |
2025 Q1
|
5/12/2025 |
325
|
$1.1 B
|
| Groupe Bruxelles Lambert |
2025 Q1
|
5/8/2025 |
1
|
$490 M
|
| BARD ASSOCIATES INC |
2025 Q1
|
5/12/2025 |
179
|
$270 M
|
| American Alpha Advisors, LLC |
2025 Q1
|
5/12/2025 |
86
|
$120 M
|
| Astor Investment Management LLC |
2025 Q1
|
5/12/2025 |
23
|
$190 M
|
| Harvest Investment Advisors, LLC |
2025 Q1
|
5/12/2025 |
51
|
$140 M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2025 Q1
|
5/12/2025 |
173
|
$4.1 B
|
| Avos Capital Management, LLC |
2025 Q1
|
5/12/2025 |
38
|
$150 M
|
| Hackensack Meridian Health, Inc. |
2025 Q1
|
5/12/2025 |
6
|
$880 M
|
| THOMAS H LEE PARTNERS LP |
2025 Q1
|
5/12/2025 |
1
|
$200 M
|
| Virtu Financial LLC |
2025 Q1
|
5/12/2025 |
1,290
|
$1.8 B
|
| MMCAP International Inc. SPC |
2025 Q1
|
5/12/2025 |
131
|
$590 M
|
| Rovida Investment Management Ltd |
2025 Q1
|
5/12/2025 |
17
|
$330 M
|
| Entropy Technologies, LP |
2025 Q1
|
5/12/2025 |
682
|
$1.0 B
|
| MSA Advisors, LLC |
2025 Q1
|
5/12/2025 |
30
|
$390 M
|
| Rovida Advisors Inc. |
2025 Q1
|
5/12/2025 |
12
|
$130 M
|
| Bare Financial Services, Inc |
2025 Q1
|
5/12/2025 |
985
|
$260 M
|
| Smart Money Group LLC |
2025 Q1 - RESTATEMENT
|
5/12/2025 |
77
|
$290 M
|
| WORLDLY PARTNERS MANAGEMENT, LLC |
2025 Q1
|
5/12/2025 |
3
|
$180 M
|
| RENAISSANCERE HOLDINGS LTD |
2025 Q1
|
5/12/2025 |
5
|
$630 M
|
| REVOLUTION GROWTH MANAGEMENT COMPANY, INC. |
2025 Q1
|
5/12/2025 |
1
|
$71 M
|
| White Lighthouse Investment Management Inc. |
2025 Q1
|
5/12/2025 |
133
|
$560 M
|
| NVP ASSOCIATES, LLC |
2025 Q1
|
5/12/2025 |
6
|
$110 M
|
| Covington Investment Advisors Inc. |
2025 Q1
|
5/12/2025 |
71
|
$640 M
|
| ALTOS VENTURES MANAGEMENT, INC. |
2025 Q1
|
5/12/2025 |
1
|
$300 M
|
| POLEN CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/12/2025 |
117
|
$32 B
|
| Alta Partners Management Company, L.P. |
2025 Q1
|
5/12/2025 |
3
|
$42 M
|
| Invesco Ltd. |
2025 Q1
|
5/12/2025 |
24,094
|
$530 B
|
| Athena Investment Management |
2025 Q1
|
5/12/2025 |
146
|
$170 M
|
| Valence8 US LP |
2025 Q1
|
5/12/2025 |
10
|
$210 M
|
| Clean Energy Transition LLP |
2025 Q1
|
5/12/2025 |
13
|
$810 M
|
| First American Financial Corp |
2025 Q1
|
5/12/2025 |
3
|
$270 M
|
| FIRST AMERICAN TRUST, FSB |
2025 Q1
|
5/12/2025 |
397
|
$1.1 B
|
| Alta Fundamental Advisers LLC |
2025 Q1
|
5/12/2025 |
20
|
$160 M
|
| SouthState Corp |
2025 Q1
|
5/12/2025 |
2,540
|
$2.2 B
|
| Northeast Financial Group, Inc. |
2025 Q1
|
5/12/2025 |
91
|
$290 M
|
| CCM INVESTMENT GROUP, LLC |
2025 Q1
|
5/12/2025 |
207
|
$950 M
|
| Barnett & Company, Inc. |
2025 Q1
|
5/12/2025 |
80
|
$120 M
|
| Burkehill Global Management, LP |
2025 Q1
|
5/12/2025 |
66
|
$1.3 B
|
| Shengqi Capital (Hong Kong) Ltd |
2025 Q1
|
5/12/2025 |
5
|
$140 M
|
| DONALD SMITH & CO., INC. |
2025 Q1
|
5/12/2025 |
58
|
$4.1 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2025 Q1
|
5/12/2025 |
114
|
$2.5 B
|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
2025 Q1
|
5/12/2025 |
293
|
$1.8 B
|
| Nuveen, LLC |
2025 Q1
|
5/12/2025 |
8,920
|
$330 B
|
| Aigen Investment Management, LP |
2025 Q1
|
5/12/2025 |
727
|
$630 M
|
| VISA FOUNDATION |
2025 Q1
|
5/12/2025 |
1
|
$130 M
|
| Scissortail Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
105
|
$390 M
|
| Campion Asset Management |
2025 Q1
|
5/12/2025 |
83
|
$130 M
|
| WHITE MOUNTAINS INSURANCE GROUP LTD |
2025 Q1
|
5/12/2025 |
2
|
$290 M
|
| ADVENT CAPITAL MANAGEMENT /DE/ |
2025 Q1
|
5/12/2025 |
214
|
$4.6 B
|
| Cooper Financial Group |
2025 Q1
|
5/12/2025 |
379
|
$760 M
|
| Empower Annuity Insurance Co |
2025 Q1
|
5/12/2025 |
1
|
$270 M
|
| Aveo Capital Partners, LLC |
2025 Q1
|
5/12/2025 |
177
|
$600 M
|
| Coronation Fund Managers Ltd. |
2025 Q1
|
5/12/2025 |
82
|
$1.8 B
|
| Virtus Family Office LLC |
2025 Q1
|
5/12/2025 |
40
|
$78 M
|
| Bornite Capital Management LP |
2025 Q1
|
5/12/2025 |
28
|
$390 M
|
| Strengthening Families & Communities, LLC |
2025 Q1
|
5/12/2025 |
438
|
$160 M
|
| Vesa Equity Investment S.a r.l. |
2025 Q1
|
5/12/2025 |
1
|
$140 M
|
| KING LUTHER CAPITAL MANAGEMENT CORP |
2025 Q1
|
5/12/2025 |
593
|
$22 B
|
| Blueprint Investment Partners LLC |
2025 Q1
|
5/12/2025 |
96
|
$550 M
|
| AFBI LP |
2025 Q1
|
5/12/2025 |
1
|
$40 B
|
| Atlas Merchant Capital LLC |
2025 Q1
|
5/12/2025 |
19
|
$40 M
|
| Biltmore Family Office, LLC |
2025 Q1
|
5/12/2025 |
269
|
$590 M
|
| Magellan Asset Management Ltd |
2025 Q1
|
5/12/2025 |
87
|
$8.2 B
|
| Dalton Investments, Inc. |
2025 Q1
|
5/12/2025 |
22
|
$190 M
|
| WP Advisors, LLC |
2025 Q1
|
5/12/2025 |
109
|
$300 M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q1
|
5/12/2025 |
349
|
$1.3 B
|
| Motley Fool Asset Management LLC |
2025 Q1
|
5/12/2025 |
223
|
$1.8 B
|
| Blueprint Financial Advisors LLC |
2025 Q1
|
5/12/2025 |
25
|
$180 M
|
| Ballast, Inc. |
2025 Q1
|
5/12/2025 |
125
|
$350 M
|
| Houlihan Financial Resource Group, Ltd. |
2025 Q1
|
5/12/2025 |
103
|
$220 M
|
| Meridian Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
620
|
$2.1 B
|
| Operose Advisors LLC |
2025 Q1
|
5/12/2025 |
386
|
$300 M
|
| Maia Wealth LLC |
2025 Q1
|
5/12/2025 |
292
|
$440 M
|
| Motley Fool Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
125
|
$1.7 B
|
| Sandy Spring Bank |
2025 Q1
|
5/12/2025 |
1,936
|
$2.4 B
|
| Independent Advisor Alliance |
2025 Q1
|
5/12/2025 |
1,440
|
$3.0 B
|
| STALEY CAPITAL ADVISERS INC |
2025 Q1
|
5/12/2025 |
190
|
$2.2 B
|
| Shade Tree Advisors LLC |
2025 Q1
|
5/12/2025 |
18
|
$100 M
|
| Paulson Wealth Management Inc. |
2025 Q1
|
5/12/2025 |
132
|
$360 M
|
| QVIDTVM Management LLC |
2025 Q1
|
5/12/2025 |
8
|
$110 M
|
| Cove Private Wealth, LLC |
2025 Q1
|
5/12/2025 |
121
|
$190 M
|
| Linscomb Wealth, Inc. |
2025 Q1
|
5/12/2025 |
292
|
$2.0 B
|
| GLOBEFLEX CAPITAL L P |
2025 Q1
|
5/12/2025 |
424
|
$1.1 B
|
| Aft, Forsyth & Sober, LLC |
2025 Q1
|
5/12/2025 |
70
|
$290 M
|
| ROSENBLUM SILVERMAN SUTTON S F INC /CA |
2025 Q1
|
5/12/2025 |
75
|
$360 M
|
| SIMPLEX TRADING, LLC |
2025 Q1
|
5/12/2025 |
9,739
|
$160 B
|
| AFT, FORSYTH & COMPANY, INC. |
2025 Q1
|
5/12/2025 |
126
|
$190 M
|
| OSAIC HOLDINGS, INC. |
2025 Q1
|
5/12/2025 |
14,089
|
$45 B
|
| DILLON & ASSOCIATES INC |
2025 Q1
|
5/12/2025 |
78
|
$670 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2025 Q1
|
5/12/2025 |
71
|
$220 M
|
| Knott David M Jr |
2025 Q1
|
5/12/2025 |
88
|
$210 M
|
| Capital Planning Advisors, LLC |
2025 Q1
|
5/12/2025 |
135
|
$650 M
|
| AGF MANAGEMENT LTD |
2025 Q1
|
5/12/2025 |
1,031
|
$19 B
|
| Mustard Seed Financial, LLC |
2025 Q1
|
5/12/2025 |
81
|
$120 M
|
| Gouws Capital LLC |
2025 Q1
|
5/12/2025 |
50
|
$170 M
|
| Trust Asset Management LLC |
2025 Q1
|
5/12/2025 |
219
|
$1.2 B
|