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
|