| PUBLIC SECTOR PENSION INVESTMENT BOARD |
2025 Q1
|
5/12/2025 |
1,237
|
$23 B
|
| Kohmann Bosshard Financial Services, LLC |
2025 Q1
|
5/12/2025 |
285
|
$850 M
|
| EAGLE GLOBAL ADVISORS LLC |
2025 Q1
|
5/12/2025 |
271
|
$2.4 B
|
| TODD ASSET MANAGEMENT LLC |
2025 Q1
|
5/12/2025 |
260
|
$4.2 B
|
| PCG ASSET MANAGEMENT, LLC |
2025 Q1
|
5/12/2025 |
73
|
$110 M
|
| AIA Group Ltd |
2025 Q1
|
5/12/2025 |
349
|
$4.1 B
|
| Tranquilli Financial Advisor LLC |
2025 Q1
|
5/12/2025 |
107
|
$160 M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2025 Q1
|
5/12/2025 |
64
|
$150 M
|
| Financial Engines Advisors L.L.C. |
2025 Q1
|
5/12/2025 |
429
|
$47 B
|
| Sozo Ventures GP II, L.P. |
2025 Q1
|
5/12/2025 |
1
|
$1.0 M
|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC |
2025 Q1
|
5/12/2025 |
275
|
$410 M
|
| Cypress Capital Group |
2025 Q1
|
5/12/2025 |
246
|
$760 M
|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/12/2025 |
137
|
$240 M
|
| MANAGED ASSET PORTFOLIOS, LLC |
2025 Q1
|
5/12/2025 |
50
|
$720 M
|
| Prestige Wealth Management Group LLC |
2025 Q1
|
5/12/2025 |
1,297
|
$470 M
|
| Campbell Deegan Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
41
|
$87 M
|
| INGALLS & SNYDER LLC |
2025 Q1
|
5/12/2025 |
456
|
$3.0 B
|
| OAK HARBOR WEALTH PARTNERS, LLC |
2025 Q1
|
5/12/2025 |
246
|
$350 M
|
| Waterloo Capital, L.P. |
2025 Q1
|
5/12/2025 |
390
|
$1.1 B
|
| PineStone Asset Management Inc. |
2025 Q1
|
5/12/2025 |
45
|
$13 B
|
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
2025 Q1
|
5/12/2025 |
79
|
$130 M
|
| Sculati Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
110
|
$250 M
|
| Bill Few Associates, Inc. |
2025 Q1
|
5/12/2025 |
174
|
$280 M
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2025 Q1 - RESTATEMENT
|
5/12/2025 |
85
|
$120 M
|
| Zeno Equity Partners LLP |
2025 Q1
|
5/12/2025 |
12
|
$280 M
|
| GARDNER LEWIS ASSET MANAGEMENT L P |
2025 Q1
|
5/12/2025 |
81
|
$420 M
|
| KEATING INVESTMENT COUNSELORS INC |
2025 Q1
|
5/12/2025 |
65
|
$330 M
|
| INSIGHT 2811, INC. |
2025 Q1
|
5/12/2025 |
87
|
$200 M
|
| Talos Asset Management LP |
2025 Q1
|
5/12/2025 |
16
|
$240 M
|
| Brightwater Advisory LLC |
2025 Q1 - RESTATEMENT
|
5/12/2025 |
60
|
$130 M
|
| Guinness Atkinson Asset Management Inc |
2025 Q1
|
5/12/2025 |
85
|
$180 M
|
| Nordwand Advisors, LLC |
2025 Q1
|
5/12/2025 |
109
|
$270 M
|
| BOSTON RESEARCH & MANAGEMENT INC |
2025 Q1
|
5/12/2025 |
116
|
$400 M
|
| Bay Harbor Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
1,150
|
$320 M
|
| PEAPACK GLADSTONE FINANCIAL CORP |
2025 Q1
|
5/12/2025 |
1,173
|
$6.7 B
|
| Saratoga Research & Investment Management |
2025 Q1
|
5/12/2025 |
44
|
$1.9 B
|
| Clarity Wealth Development LLC |
2025 Q1
|
5/12/2025 |
41
|
$90 M
|
| Brightwater Advisory LLC |
2025 Q1
|
5/12/2025 |
60
|
$130 M
|
| ODDO BHF ASSET MANAGEMENT SAS |
2025 Q1
|
5/12/2025 |
382
|
$2.4 B
|
| First International Bank & Trust |
2025 Q1
|
5/12/2025 |
96
|
$320 M
|
| Certares Management LLC |
2025 Q1
|
5/12/2025 |
1
|
$24 M
|
| Wealth Architects, LLC |
2025 Q1
|
5/12/2025 |
229
|
$910 M
|
| KANE INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
5/12/2025 |
95
|
$210 M
|
| Richard W. Paul & Associates, LLC |
2025 Q1
|
5/12/2025 |
337
|
$250 M
|
| O'Neil Global Advisors, Inc. |
2025 Q1
|
5/12/2025 |
19
|
$53 M
|
| Mizuho Markets Cayman LP |
2025 Q1
|
5/12/2025 |
21
|
$24 M
|
| Horrell Capital Management, Inc. |
2025 Q1
|
5/12/2025 |
178
|
$240 M
|
| MIZUHO MARKETS AMERICAS LLC |
2025 Q1
|
5/12/2025 |
202
|
$4.9 B
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2025 Q1
|
5/12/2025 |
85
|
$120 M
|
| BASSO CAPITAL MANAGEMENT, L.P. |
2025 Q1
|
5/12/2025 |
72
|
$120 M
|
| Global Alpha Capital Management Ltd. |
2025 Q1
|
5/12/2025 |
58
|
$1.4 B
|
| INVESCO SENIOR SECURED MANAGEMENT INC /ADV |
2025 Q1
|
5/12/2025 |
8
|
$85 M
|
| MIZUHO SECURITIES USA LLC |
2025 Q1
|
5/12/2025 |
664
|
$4.6 B
|
| PINNBROOK CAPITAL MANAGEMENT LP |
2025 Q1
|
5/12/2025 |
55
|
$500 M
|
| PURA VIDA INVESTMENTS, LLC |
2025 Q1
|
5/12/2025 |
8
|
$14 M
|
| Parkwoods Wealth Partners, LLC |
2025 Q1
|
5/12/2025 |
55
|
$150 M
|
| LIBERTY WEALTH MANAGEMENT LLC |
2025 Q1 - RESTATEMENT
|
5/12/2025 |
158
|
$520 M
|
| Providence First Trust Co |
2025 Q1
|
5/12/2025 |
101
|
$250 M
|
| Reynders McVeigh Capital Management, LLC |
2025 Q1
|
5/12/2025 |
193
|
$1.8 B
|
| Quantinno Capital Management LP |
2025 Q1
|
5/12/2025 |
2,101
|
$15 B
|
| Grey Rock Energy Management, LLC |
2025 Q1
|
5/12/2025 |
1
|
$340 M
|
| Spurstone Advisory Services, LLC |
2025 Q1
|
5/12/2025 |
104
|
$5.1 M
|
| Horan Securities, Inc. |
2025 Q1
|
5/12/2025 |
135
|
$260 M
|
| CFS Investment Advisory Services, LLC |
2025 Q1
|
5/12/2025 |
307
|
$1.1 B
|
| Brown Financial Advisors |
2025 Q1
|
5/12/2025 |
130
|
$240 M
|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
2025 Q1
|
5/12/2025 |
2,169
|
$50 B
|
| First Eagle Investment Management, LLC |
2025 Q1
|
5/12/2025 |
552
|
$48 B
|
| Owen LaRue, LLC |
2025 Q1
|
5/12/2025 |
92
|
$200 M
|
| LATHROP INVESTMENT MANAGEMENT CO |
2025 Q1
|
5/12/2025 |
83
|
$500 M
|
| Americana Partners, LLC |
2025 Q1
|
5/12/2025 |
373
|
$2.6 B
|
| Spark Investment Management LLC |
2025 Q1
|
5/12/2025 |
18
|
$29 M
|
| Davis Asset Management, L.P. |
2025 Q1
|
5/12/2025 |
31
|
$2.4 B
|
| Act Two Investors LLC |
2025 Q1
|
5/12/2025 |
41
|
$470 M
|
| Eagle Health Investments LP |
2025 Q1
|
5/12/2025 |
20
|
$390 M
|
| QTR Family Wealth, LLC |
2025 Q1
|
5/12/2025 |
162
|
$130 M
|
| Cahill Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
49
|
$200 M
|
| Ameritas Investment Partners, Inc. |
2025 Q1
|
5/12/2025 |
3,694
|
$2.9 B
|
| Wilmar Advisors LLC |
2025 Q1
|
5/12/2025 |
16
|
$97 M
|
| Whitebark Investors LP |
2025 Q1
|
5/12/2025 |
9
|
$190 M
|
| Sandy Cove Advisors, LLC |
2025 Q1
|
5/12/2025 |
120
|
$250 M
|
| ATLAS CAPITAL ADVISORS INC. |
2025 Q1
|
5/12/2025 |
1,047
|
$800 M
|
| Berger Financial Group, Inc |
2025 Q1
|
5/12/2025 |
414
|
$1.4 B
|
| Florin Court Capital LLP |
2025 Q1
|
5/12/2025 |
32
|
$96 M
|
| Pandora Wealth, Inc. |
2025 Q1
|
5/12/2025 |
266
|
$150 M
|
| FIDUCIARY FAMILY OFFICE, LLC |
2025 Q1
|
5/12/2025 |
187
|
$300 M
|
| SIERRA SUMMIT ADVISORS LLC |
2025 Q1
|
5/12/2025 |
177
|
$460 M
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2025 Q1
|
5/12/2025 |
90
|
$230 M
|
| Taylor Financial Group, Inc. |
2025 Q1
|
5/12/2025 |
97
|
$140 M
|
| True North Advisors, LLC |
2025 Q1
|
5/12/2025 |
243
|
$560 M
|
| JFG Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
80
|
$440 M
|
| TLS Advisors LLC |
2025 Q1
|
5/12/2025 |
15
|
$44 M
|
| Johnson Financial Group, LLC |
2025 Q1
|
5/12/2025 |
99
|
$950 M
|
| Manhattan West Asset Management, LLC |
2025 Q1
|
5/12/2025 |
139
|
$390 M
|
| BENJAMIN EDWARDS INC |
2025 Q1
|
5/12/2025 |
1,601
|
$7.2 B
|
| Helikon Investments Ltd |
2025 Q1
|
5/12/2025 |
21
|
$1.3 B
|
| NWK Group, Inc. |
2025 Q1
|
5/12/2025 |
65
|
$220 M
|
| Capco Asset Management, LLC |
2025 Q1
|
5/12/2025 |
18
|
$420 M
|
| GC Wealth Management RIA, LLC |
2025 Q1
|
5/12/2025 |
305
|
$540 M
|
| HUTCHINSON CAPITAL MANAGEMENT/CA |
2025 Q1
|
5/12/2025 |
92
|
$520 M
|
| Nekton Capital Ltd. |
2025 Q1
|
5/12/2025 |
9
|
$36 M
|