| Greenland Capital Management LP |
2025 Q2
|
8/11/2025 |
332
|
$970 M
|
| Wealthspire Advisors, LLC |
2025 Q2
|
8/11/2025 |
971
|
$18 B
|
| HHM Wealth Advisors, LLC |
2025 Q2
|
8/11/2025 |
873
|
$840 M
|
| Versant Venture Management, LLC |
2025 Q2
|
8/11/2025 |
8
|
$82 M
|
| First American Financial Corp |
2025 Q2
|
8/11/2025 |
3
|
$290 M
|
| FIRST AMERICAN TRUST, FSB |
2025 Q2
|
8/11/2025 |
412
|
$1.3 B
|
| Clean Energy Transition LLP |
2025 Q2
|
8/11/2025 |
17
|
$1.2 B
|
| Black Creek Investment Management Inc. |
2025 Q2
|
8/11/2025 |
26
|
$2.2 B
|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2025 Q2
|
8/11/2025 |
227
|
$730 M
|
| SFI Advisors, LLC |
2025 Q2
|
8/11/2025 |
57
|
$140 M
|
| REVOLUTION GROWTH MANAGEMENT COMPANY, INC. |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| ENGLISH CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/11/2025 |
34
|
$150 M
|
| TRUE Private Wealth Advisors |
2025 Q2
|
8/11/2025 |
244
|
$890 M
|
| VSM Wealth Advisory, LLC |
2025 Q2
|
8/11/2025 |
516
|
$300 M
|
| Anfield Capital Management, LLC |
2025 Q2
|
8/11/2025 |
523
|
$300 M
|
| Kingdom Financial Group LLC. |
2025 Q2
|
8/11/2025 |
55
|
$110 M
|
| Westwood Global Investments, LLC |
2025 Q2
|
8/11/2025 |
17
|
$1.9 B
|
| WHITE MOUNTAINS INSURANCE GROUP LTD |
2025 Q2
|
8/11/2025 |
1
|
$200 M
|
| TSP Capital Management Group, LLC |
2025 Q2
|
8/11/2025 |
44
|
$320 M
|
| Nierenberg Investment Management Company, Inc. |
2025 Q2
|
8/11/2025 |
49
|
$190 M
|
| Performa Ltd (US), LLC |
2025 Q2
|
8/11/2025 |
53
|
$330 M
|
| BROWN WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
98
|
$320 M
|
| RENAISSANCE GROUP LLC |
2025 Q2
|
8/11/2025 |
236
|
$2.6 B
|
| FineMark National Bank & Trust |
2025 Q2
|
8/11/2025 |
523
|
$2.9 B
|
| WPWealth LLP |
2025 Q1
|
8/11/2025 |
87
|
$510 M
|
| RPO LLC |
2025 Q2
|
8/11/2025 |
22
|
$48 M
|
| Lepercq De Neuflize Asset Management LLC |
2025 Q2
|
8/11/2025 |
10
|
$150 M
|
| CVentures, Inc. |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| Copperleaf Capital, LLC |
2025 Q2
|
8/11/2025 |
113
|
$200 M
|
| Investidor Profissional Gestao de Recursos Ltda. |
2025 Q2
|
8/11/2025 |
28
|
$200 M
|
| North Forty Two & Co. |
2025 Q2
|
8/11/2025 |
98
|
$94 M
|
| PRIMECAP MANAGEMENT CO/CA/ |
2025 Q2
|
8/11/2025 |
333
|
$130 B
|
| BRIDGER MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
25
|
$170 M
|
| Truffle Hound Capital, LLC |
2025 Q2
|
8/11/2025 |
59
|
$390 M
|
| JW Asset Management, LLC |
2025 Q2
|
8/11/2025 |
19
|
$200 M
|
| M Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
46
|
$110 M
|
| PFG Private Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
56
|
$190 M
|
| PPM AMERICA INC/IL |
2025 Q2
|
8/11/2025 |
4
|
$10 M
|
| MainStreet Investment Advisors LLC |
2025 Q2
|
8/11/2025 |
155
|
$720 M
|
| Wescott Financial Advisory Group, LLC |
2025 Q2
|
8/11/2025 |
191
|
$1.0 B
|
| Diversified Portfolios, Inc. |
2025 Q2
|
8/11/2025 |
163
|
$1.0 B
|
| Factorial Partners, LLC |
2025 Q2
|
8/11/2025 |
63
|
$140 M
|
| Rockbridge Investment Management, LCC |
2025 Q2
|
8/11/2025 |
133
|
$930 M
|
| Purus Wealth Management, LLC |
2025 Q2 - RESTATEMENT
|
8/11/2025 |
140
|
$290 M
|
| Teleios Capital Partners GmbH |
2025 Q2
|
8/11/2025 |
1
|
$87 M
|
| Semus Wealth Partners LLC |
2025 Q2
|
8/11/2025 |
113
|
$150 M
|
| Synergy Investment Management, LLC |
2025 Q2
|
8/11/2025 |
82
|
$170 M
|
| Bedell Frazier Investment Counselling, LLC |
2025 Q2
|
8/11/2025 |
110
|
$400 M
|
| BISLETT MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
15
|
$150 M
|
| Portside Wealth Group, LLC |
2025 Q2
|
8/11/2025 |
866
|
$680 M
|
| Inherent Management Corp. |
2025 Q2
|
8/11/2025 |
8
|
$120 M
|
| Shoker Investment Counsel, Inc. |
2025 Q2
|
8/11/2025 |
111
|
$320 M
|
| Inspire Advisors, LLC |
2025 Q2
|
8/11/2025 |
499
|
$960 M
|
| United Advisor Group, LLC |
2025 Q2
|
8/11/2025 |
381
|
$580 M
|
| Nicholas Wealth, LLC. |
2025 Q2
|
8/11/2025 |
111
|
$210 M
|
| SEIZERT CAPITAL PARTNERS, LLC |
2025 Q2
|
8/11/2025 |
172
|
$2.3 B
|
| Talos Eurisko Asset Management LP |
2025 Q2
|
8/11/2025 |
17
|
$420 M
|
| ARS Investment Partners, LLC |
2025 Q2
|
8/11/2025 |
185
|
$1.4 B
|
| Intrepid Financial Planning Group LLC |
2025 Q2
|
8/11/2025 |
123
|
$240 M
|
| EMC Capital Management |
2025 Q2
|
8/11/2025 |
303
|
$190 M
|
| Sierra Legacy Group |
2025 Q2
|
8/11/2025 |
67
|
$130 M
|
| Alteri Wealth LLC |
2025 Q2
|
8/11/2025 |
271
|
$260 M
|
| Dorsey Wright & Associates |
2025 Q2
|
8/11/2025 |
133
|
$420 M
|
| Octahedron Capital Management L.P. |
2025 Q2
|
8/11/2025 |
22
|
$130 M
|
| Outlook Wealth Advisors, LLC |
2025 Q2
|
8/11/2025 |
269
|
$390 M
|
| Spark Investment Management LLC |
2025 Q2
|
8/11/2025 |
23
|
$36 M
|
| TD Waterhouse Canada Inc. |
2025 Q2
|
8/11/2025 |
1,992
|
$14 B
|
| Steadview Capital Management LLC |
2025 Q2
|
8/11/2025 |
10
|
$690 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
2025 Q2
|
8/11/2025 |
124
|
$1.0 B
|
| Thrivent Financial for Lutherans |
2025 Q2
|
8/11/2025 |
1,783
|
$8.2 B
|
| MANAGED ASSET PORTFOLIOS, LLC |
2025 Q2
|
8/11/2025 |
48
|
$770 M
|
| PIN OAK INVESTMENT ADVISORS INC |
2025 Q2
|
8/11/2025 |
508
|
$120 M
|
| STONERIDGE INVESTMENT PARTNERS LLC |
2025 Q2
|
8/11/2025 |
125
|
$130 M
|
| Advisor Resource Council |
2025 Q2
|
8/11/2025 |
190
|
$260 M
|
| AMARA FINANCIAL, LLC. |
2025 Q2
|
8/11/2025 |
43
|
$110 M
|
| Forge Financial Services LLC |
2025 Q2
|
8/11/2025 |
20
|
$130 M
|
| Madison Asset Management, LLC |
2025 Q2
|
8/11/2025 |
338
|
$9.3 B
|
| Estate Counselors, LLC |
2025 Q2
|
8/11/2025 |
82
|
$1.0 B
|
| October Effect Ltd |
2025 Q2
|
8/11/2025 |
52
|
$83 M
|
| Tidemark, LLC |
2025 Q2
|
8/11/2025 |
697
|
$310 M
|
| Regal Investment Advisors LLC |
2025 Q2
|
8/11/2025 |
481
|
$1.3 B
|
| Platform Technology Partners |
2025 Q2
|
8/11/2025 |
259
|
$380 M
|
| Lanham O'Dell & Company, Inc. |
2025 Q2
|
8/11/2025 |
41
|
$240 M
|
| Hudson Canyon Capital Management |
2025 Q2
|
8/11/2025 |
52
|
$160 M
|
| Lummis Asset Management, LP |
2025 Q2
|
8/11/2025 |
162
|
$150 M
|
| SHUFRO ROSE & CO LLC |
2025 Q2
|
8/11/2025 |
311
|
$1.2 B
|
| One Capital Management, LLC |
2025 Q2
|
8/11/2025 |
467
|
$2.9 B
|
| AXS Investments LLC |
2025 Q2
|
8/11/2025 |
145
|
$240 M
|
| B. Metzler seel. Sohn & Co. AG |
2025 Q2
|
8/11/2025 |
1,146
|
$10 B
|
| Empirical Finance, LLC |
2025 Q2
|
8/11/2025 |
508
|
$1.9 B
|
| Vista Cima Wealth Management LLC |
2025 Q2
|
8/11/2025 |
53
|
$110 M
|
| Empowered Funds, LLC |
2025 Q2
|
8/11/2025 |
4,275
|
$8.8 B
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q2
|
8/11/2025 |
6
|
$160 M
|
| VANGUARD GROUP INC |
2025 Q2
|
8/11/2025 |
16,643
|
$6.2 T
|
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
8/11/2025 |
76
|
$230 M
|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
2025 Q2
|
8/11/2025 |
1,098
|
$12 B
|
| Comprehensive Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
39
|
$120 M
|
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
2025 Q2
|
8/11/2025 |
73
|
$80 M
|
| Arrow Financial Corp |
2025 Q2
|
8/11/2025 |
286
|
$950 M
|
| Blue Owl Capital Holdings LP |
2025 Q2
|
8/11/2025 |
73
|
$310 M
|