| Pinnacle Financial Group, LLC / IL |
2025 Q3
|
11/12/2025 |
108
|
$330 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q3
|
11/12/2025 |
149
|
$300 M
|
| SPX Gestao de Recursos Ltda |
2025 Q3
|
11/12/2025 |
167
|
$1.2 B
|
| Baltimore-Washington Financial Advisors, Inc. |
2025 Q3
|
11/12/2025 |
177
|
$2.3 B
|
| EVEXIA WEALTH LLC |
2025 Q3
|
11/12/2025 |
78
|
$330 M
|
| Hibernia Wealth Partners, LLC |
2025 Q3
|
11/12/2025 |
49
|
$160 M
|
| Modern Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
2,333
|
$5.1 B
|
| Sequent Planning LLC |
2025 Q3
|
11/12/2025 |
201
|
$350 M
|
| NORGES BANK |
2024 Q3 - NEW HOLDINGS
|
11/12/2025 |
1,839
|
$720 B
|
| ANGELES WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/12/2025 |
408
|
$1.6 B
|
| Blue Owl Capital Holdings LP |
2025 Q3
|
11/12/2025 |
75
|
$320 M
|
| BLAIR WILLIAM & CO/IL |
2025 Q3
|
11/12/2025 |
1,844
|
$38 B
|
| Manske Wealth Management |
2025 Q1
|
11/12/2025 |
179
|
$260 M
|
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
2025 Q3
|
11/12/2025 |
105
|
$150 M
|
| NEUBERGER BERMAN GROUP LLC |
2025 Q3
|
11/12/2025 |
3,470
|
$140 B
|
| Sterling Capital Management LLC |
2025 Q3
|
11/12/2025 |
3,251
|
$6.8 B
|
| HUB Investment Partners, LLC |
2025 Q3
|
11/12/2025 |
816
|
$3.0 B
|
| Taikang Asset Management (Hong Kong) Co Ltd |
2025 Q3
|
11/12/2025 |
100
|
$900 M
|
| Verde Capital Management |
2025 Q3
|
11/12/2025 |
68
|
$450 M
|
| Team Hewins, LLC |
2025 Q3
|
11/12/2025 |
39
|
$300 M
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
37
|
$330 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2025 Q3
|
11/12/2025 |
2,289
|
$38 B
|
| MUIRFIELD WEALTH ADVISORS LLC |
2025 Q3
|
11/12/2025 |
73
|
$130 M
|
| Fund Evaluation Group, LLC |
2025 Q3
|
11/12/2025 |
75
|
$2.8 B
|
| NICHOLAS COMPANY, INC. |
2025 Q3
|
11/12/2025 |
215
|
$5.9 B
|
| LMG Wealth Partners, LLC |
2025 Q3
|
11/12/2025 |
151
|
$540 M
|
| United Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
23
|
$370 M
|
| EASTERLY INVESTMENT PARTNERS LLC |
2025 Q3
|
11/12/2025 |
208
|
$1.5 B
|
| Catalyst Funds Management Pty Ltd |
2025 Q3
|
11/12/2025 |
479
|
$660 M
|
| DIVIDEND ASSETS CAPITAL, LLC |
2025 Q3
|
11/12/2025 |
144
|
$570 M
|
| Beaton Management Co. Inc. |
2025 Q3
|
11/12/2025 |
142
|
$220 M
|
| GUERRA PAN ADVISORS, LLC |
2025 Q3
|
11/12/2025 |
114
|
$170 M
|
| Tumwater Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
33
|
$230 M
|
| Smith & Howard Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
96
|
$430 M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2025 Q3
|
11/12/2025 |
118
|
$210 M
|
| Northwest & Ethical Investments L.P. |
2025 Q3
|
11/12/2025 |
500
|
$4.2 B
|
| PARUS FINANCE (UK) Ltd |
2025 Q3
|
11/12/2025 |
30
|
$380 M
|
| Seek First Inc. |
2025 Q3
|
11/12/2025 |
59
|
$140 M
|
| Mountain Capital Investment Advisors Inc. |
2025 Q3
|
11/12/2025 |
84
|
$570 M
|
| Requisite Capital Management, LLC |
2025 Q3
|
11/12/2025 |
363
|
$600 M
|
| Wealthstar Advisors, LLC |
2025 Q3
|
11/12/2025 |
138
|
$250 M
|
| Liberty 77 Capital L.P. |
2025 Q3
|
11/12/2025 |
4
|
$1.2 B
|
| Momentum Wealth Planning, LLC |
2025 Q3
|
11/12/2025 |
44
|
$130 M
|
| Covington Investment Advisors Inc. |
2025 Q3
|
11/12/2025 |
75
|
$760 M
|
| Berbice Capital Management LLC |
2025 Q3
|
11/12/2025 |
194
|
$160 M
|
| WESTPORT ASSET MANAGEMENT INC |
2025 Q3
|
11/12/2025 |
75
|
$240 M
|
| DENVER WEALTH MANAGEMENT, INC. |
2025 Q3
|
11/12/2025 |
91
|
$270 M
|
| LETKO, BROSSEAU & ASSOCIATES INC |
2025 Q3
|
11/12/2025 |
98
|
$5.8 B
|
| FountainVest China Capital Partners GP3 Ltd. |
2025 Q3
|
11/12/2025 |
2
|
$1.4 B
|
| Act Two Investors LLC |
2025 Q3
|
11/12/2025 |
39
|
$560 M
|
| HFG Advisors, Inc. |
2025 Q3
|
11/12/2025 |
105
|
$140 M
|
| Arcadia Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
61
|
$250 M
|
| ArchPoint Investors |
2025 Q3
|
11/12/2025 |
72
|
$360 M
|
| Manske Wealth Management |
2024 Q4
|
11/12/2025 |
168
|
$250 M
|
| Pacifica Capital Investments, LLC |
2025 Q3
|
11/12/2025 |
14
|
$370 M
|
| POLEN CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/12/2025 |
232
|
$31 B
|
| Lifeworks Advisors, LLC |
2025 Q3
|
11/12/2025 |
327
|
$750 M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2025 Q3
|
11/12/2025 |
126
|
$180 M
|
| Pillar Financial Advisors, LLC |
2025 Q3
|
11/12/2025 |
117
|
$160 M
|
| SHUFRO ROSE & CO LLC |
2025 Q3
|
11/12/2025 |
315
|
$1.2 B
|
| Aletheian Wealth Advisors LLC |
2025 Q3
|
11/12/2025 |
101
|
$220 M
|
| Exor N.V. |
2025 Q3
|
11/12/2025 |
3
|
$5.9 B
|
| Modern Wealth Management, LLC |
2025 Q2 - RESTATEMENT
|
11/12/2025 |
2,246
|
$4.1 B
|
| THOMPSON SIEGEL & WALMSLEY LLC |
2025 Q3
|
11/12/2025 |
406
|
$6.2 B
|
| Carroll Investors, Inc |
2025 Q3
|
11/12/2025 |
30
|
$210 M
|
| Alpha Zero LLC |
2025 Q3
|
11/12/2025 |
61
|
$170 M
|
| Dunhill Financial, LLC |
2025 Q3
|
11/12/2025 |
989
|
$380 M
|
| Caitlin John, LLC |
2025 Q3
|
11/12/2025 |
1,116
|
$140 M
|
| Accredited Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
431
|
$130 M
|
| GSI Capital Advisors LLC |
2025 Q3
|
11/12/2025 |
58
|
$180 M
|
| GENTRY PRIVATE WEALTH, LLC |
2025 Q3
|
11/12/2025 |
96
|
$140 M
|
| WealthTrust Asset Management, LLC |
2025 Q3
|
11/12/2025 |
83
|
$140 M
|
| Heronetta Management, L.P. |
2025 Q3
|
11/12/2025 |
25
|
$180 M
|
| CENTRAL SECURITIES CORP |
2025 Q3
|
11/12/2025 |
29
|
$1.2 B
|
| Clare Market Investments LLC |
2025 Q3
|
11/12/2025 |
155
|
$500 M
|
| Rockbridge Capital Management LLC |
2025 Q3
|
11/12/2025 |
29
|
$170 M
|
| Rodgers Brothers Inc. |
2025 Q3
|
11/12/2025 |
235
|
$810 M
|
| Integrated Financial Solutions, Inc. |
2025 Q3
|
11/12/2025 |
24
|
$120 M
|
| River Road Asset Management, LLC |
2025 Q3
|
11/12/2025 |
176
|
$8.9 B
|
| SHAH CAPITAL MANAGEMENT |
2025 Q3
|
11/12/2025 |
13
|
$560 M
|
| Davis Selected Advisers |
2025 Q3
|
11/12/2025 |
107
|
$19 B
|
| Insight Wealth Partners, LLC |
2025 Q3
|
11/12/2025 |
115
|
$330 M
|
| BlackDiamond Wealth Management, LLC |
2025 Q3
|
11/12/2025 |
175
|
$180 M
|
| Innovative Wealth Building LLC |
2025 Q3
|
11/12/2025 |
55
|
$130 M
|
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2025 Q3
|
11/12/2025 |
29
|
$110 M
|
| TABLEAUX LLC |
2025 Q2 - RESTATEMENT
|
11/12/2025 |
115
|
$170 M
|
| B & T Capital Management DBA Alpha Capital Management |
2025 Q3
|
11/12/2025 |
117
|
$630 M
|
| Gilbert & Cook, Inc. |
2025 Q3
|
11/12/2025 |
210
|
$780 M
|
| Veridan Wealth LLC |
2025 Q3
|
11/12/2025 |
79
|
$290 M
|
| Boussard & Gavaudan Investment Management LLP |
2025 Q3
|
11/12/2025 |
81
|
$810 M
|
| Magma Venture Partners General Partner Ltd. |
2025 Q3
|
11/12/2025 |
3
|
$99 M
|
| BRILLIANCE ASSET MANAGEMENT LTD |
2025 Q3
|
11/12/2025 |
7
|
$190 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2025 Q3
|
11/12/2025 |
51
|
$130 M
|
| Verum Partners LLC |
2025 Q3
|
11/12/2025 |
172
|
$470 M
|
| First International Bank of Israel Ltd. |
2025 Q3
|
11/12/2025 |
54
|
$180 M
|
| POTENTIA WEALTH |
2025 Q3
|
11/12/2025 |
94
|
$260 M
|
| Passive Capital Management, LLC. |
2025 Q3
|
11/12/2025 |
88
|
$310 M
|
| Mint Tower Capital Management B.V. |
2025 Q3
|
11/12/2025 |
202
|
$840 M
|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2025 Q3
|
11/12/2025 |
46
|
$1.3 B
|
| Mader & Shannon Wealth Management, Inc. |
2025 Q3
|
11/12/2025 |
23
|
$200 M
|