| Quilter Plc |
2025 Q2
|
8/12/2025 |
302
|
$5.5 B
|
| Artisan Partners Limited Partnership |
2025 Q2
|
8/12/2025 |
342
|
$68 B
|
| Clal Insurance Enterprises Holdings Ltd |
2025 Q2
|
8/12/2025 |
205
|
$10 B
|
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
2025 Q2
|
8/12/2025 |
41
|
$1.1 B
|
| Napean Trading & Investment Co (Singapore) PTE Ltd |
2025 Q2
|
8/12/2025 |
34
|
$380 M
|
| Forge First Asset Management Inc. |
2025 Q2
|
8/12/2025 |
36
|
$280 M
|
| Headwater Capital Co Ltd |
2025 Q2
|
8/11/2025 |
13
|
$290 M
|
| IvyRock Asset Management (HK) Ltd |
2025 Q2
|
8/11/2025 |
13
|
$220 M
|
| AI-Squared Management Ltd |
2025 Q2
|
8/11/2025 |
11
|
$160 M
|
| Asia Research & Capital Management Ltd |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| Discovery Value Fund |
2025 Q2
|
8/11/2025 |
3
|
$52 M
|
| Amitell Capital Pte Ltd |
2025 Q2
|
8/11/2025 |
51
|
$190 M
|
| Turiya Advisors Asia Ltd |
2025 Q2
|
8/11/2025 |
4
|
$240 M
|
| Long Corridor Asset Management Ltd |
2025 Q2
|
8/11/2025 |
17
|
$280 M
|
| Iyo Bank, Ltd. |
2025 Q2
|
8/11/2025 |
41
|
$250 M
|
| PRUDENTIAL PLC |
2025 Q2
|
8/11/2025 |
857
|
$17 B
|
| Tarbox Family Office, Inc. |
2025 Q2
|
8/11/2025 |
116
|
$660 M
|
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2025 Q2
|
8/11/2025 |
36
|
$150 M
|
| NorthStar Asset Management LLC /NJ/ |
2025 Q2
|
8/11/2025 |
94
|
$190 M
|
| Garrett Wealth Advisory Group, LLC |
2025 Q2
|
8/11/2025 |
114
|
$470 M
|
| ADE, LLC |
2025 Q2
|
8/11/2025 |
79
|
$190 M
|
| Auxano Advisors, LLC |
2025 Q2
|
8/11/2025 |
163
|
$430 M
|
| Terra Nova Asset Management LLC |
2025 Q2
|
8/11/2025 |
89
|
$140 M
|
| Catalyst Funds Management Pty Ltd |
2025 Q2
|
8/11/2025 |
429
|
$360 M
|
| Bradyco, Inc. |
2025 Q2
|
8/11/2025 |
50
|
$130 M
|
| Green Court Capital Management Ltd |
2025 Q2
|
8/11/2025 |
4
|
$150 M
|
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
123
|
$200 M
|
| BWM Planning, LLC |
2025 Q2
|
8/11/2025 |
105
|
$290 M
|
| WFM ASIA (BVI) Ltd |
2025 Q2
|
8/11/2025 |
7
|
$930 M
|
| Lodestone Wealth Management LLC |
2025 Q2
|
8/11/2025 |
168
|
$210 M
|
| Wisconsin Wealth Advisors, LLC |
2025 Q2
|
8/11/2025 |
80
|
$87 M
|
| Wisconsin Wealth Advisors, LLC |
2025 Q1
|
8/11/2025 |
70
|
$70 M
|
| Cumberland Partners Ltd |
2025 Q2
|
8/11/2025 |
268
|
$1.4 B
|
| Wisconsin Wealth Advisors, LLC |
2024 Q4
|
8/11/2025 |
66
|
$68 M
|
| Wernau Asset Management Inc. |
2025 Q2
|
8/11/2025 |
46
|
$140 M
|
| Latigo Investments, LLC |
2025 Q2
|
8/11/2025 |
15
|
$190 M
|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
2025 Q2
|
8/11/2025 |
49
|
$150 M
|
| Lionshead Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
93
|
$110 M
|
| HOWE & RUSLING INC |
2025 Q2
|
8/11/2025 |
523
|
$1.4 B
|
| Haven Global Partners, LLC |
2025 Q2
|
8/11/2025 |
10
|
$130 M
|
| Bronte Capital Management Pty Ltd. |
2025 Q2
|
8/11/2025 |
27
|
$1.3 B
|
| Doma Perpetual Capital Management LLC |
2025 Q2
|
8/11/2025 |
10
|
$260 M
|
| WINNOW WEALTH LLC |
2025 Q2
|
8/11/2025 |
169
|
$130 M
|
| Main Management ETF Advisors, LLC |
2025 Q2
|
8/11/2025 |
139
|
$2.4 B
|
| Miller Financial Services LLC |
2025 Q2
|
8/11/2025 |
107
|
$78 M
|
| 17 CAPITAL PARTNERS, LLC |
2025 Q2
|
8/11/2025 |
143
|
$170 M
|
| Accordant Advisory Group Inc |
2025 Q2
|
8/11/2025 |
169
|
$130 M
|
| Main Management Fund Advisors LLC |
2025 Q2
|
8/11/2025 |
6
|
$840 M
|
| Amtrust Financial Services, Inc. |
2025 Q2
|
8/11/2025 |
15
|
$280 M
|
| Robert Bosch GmbH |
2025 Q2
|
8/11/2025 |
2
|
$180 M
|
| Athena Investment Management |
2025 Q2
|
8/11/2025 |
155
|
$180 M
|
| Rovida Advisors Inc. |
2025 Q2 - RESTATEMENT
|
8/11/2025 |
12
|
$110 M
|
| Main Management LLC |
2025 Q2
|
8/11/2025 |
104
|
$1.3 B
|
| Real Talk Capital, LLC |
2025 Q2
|
8/11/2025 |
85
|
$83 M
|
| GDS Wealth Management |
2025 Q2
|
8/11/2025 |
175
|
$1.4 B
|
| PKS Advisory Services, LLC |
2025 Q2
|
8/11/2025 |
261
|
$410 M
|
| WESTFIELD CAPITAL MANAGEMENT CO LP |
2025 Q2
|
8/11/2025 |
239
|
$24 B
|
| NFP Retirement, Inc. |
2025 Q2
|
8/11/2025 |
298
|
$1.5 B
|
| EFG Asset Management (Americas) Corp. |
2025 Q2
|
8/11/2025 |
135
|
$540 M
|
| Weaver Consulting Group |
2025 Q2
|
8/11/2025 |
246
|
$360 M
|
| Mizuho Securities Co. Ltd. |
2025 Q2
|
8/11/2025 |
49
|
$28 M
|
| P.A.W. CAPITAL CORP |
2025 Q2
|
8/11/2025 |
18
|
$52 M
|
| Allianz Investment Management U.S. LLC |
2025 Q2
|
8/11/2025 |
63
|
$2.3 B
|
| Haverford Financial Services, Inc. |
2025 Q2
|
8/11/2025 |
43
|
$340 M
|
| Kensington Asset Management, LLC |
2025 Q2
|
8/11/2025 |
29
|
$1.3 B
|
| Ensign Peak Advisors, Inc |
2025 Q2
|
8/11/2025 |
1,697
|
$58 B
|
| SATURNA CAPITAL CORP |
2025 Q2
|
8/11/2025 |
157
|
$7.4 B
|
| Castellan Group |
2025 Q2 - RESTATEMENT
|
8/11/2025 |
31
|
$540 M
|
| ANB BANK |
2025 Q2
|
8/11/2025 |
188
|
$220 M
|
| Powers Capital, LLC |
2025 Q2
|
8/11/2025 |
2
|
$200 M
|
| Babb Wealth Advisors LLC |
2025 Q2
|
8/11/2025 |
18
|
$140 M
|
| Integrated Quantitative Investments LLC |
2025 Q2
|
8/11/2025 |
361
|
$340 M
|
| Paul R. Ried Financial Group, LLC |
2025 Q2
|
8/11/2025 |
33
|
$170 M
|
| John & Kathleen Schreiber Foundation |
2025 Q2
|
8/11/2025 |
4
|
$140 M
|
| Bell Investment Advisors, Inc |
2025 Q2
|
8/11/2025 |
1,879
|
$580 M
|
| Plotkin Financial Advisors, LLC |
2025 Q2
|
8/11/2025 |
93
|
$180 M
|
| Samson Rock Capital LLP |
2025 Q2
|
8/11/2025 |
6
|
$25 M
|
| Western Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
723
|
$1.7 B
|
| Beta Wealth Group, Inc. |
2025 Q2
|
8/11/2025 |
110
|
$270 M
|
| Waratah Capital Advisors Ltd. |
2025 Q2
|
8/11/2025 |
155
|
$3.8 B
|
| THOMAS STORY & SON LLC |
2025 Q2
|
8/11/2025 |
51
|
$260 M
|
| Schreiber John |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| MAR VISTA INVESTMENT PARTNERS LLC |
2025 Q2
|
8/11/2025 |
57
|
$1.3 B
|
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2025 Q2 - RESTATEMENT
|
8/11/2025 |
68
|
$4.3 B
|
| FSC Wealth Advisors, LLC |
2025 Q2
|
8/11/2025 |
247
|
$160 M
|
| OBERNDORF WILLIAM E |
2025 Q2
|
8/11/2025 |
9
|
$90 M
|
| Perennial Investment Advisors, LLC |
2025 Q2
|
8/11/2025 |
475
|
$1.0 B
|
| Anderson Financial Strategies, LLC |
2025 Q2
|
8/11/2025 |
40
|
$160 M
|
| Madrona Venture Group, LLC |
2025 Q2
|
8/11/2025 |
3
|
$13 M
|
| Pfizer Inc |
2025 Q2
|
8/11/2025 |
24
|
$580 M
|
| Great Mountain Partners LLC |
2025 Q2
|
8/11/2025 |
1
|
$85 M
|
| Hestia Capital Management, LLC |
2025 Q2
|
8/11/2025 |
10
|
$150 M
|
| Angeles Investment Advisors, LLC |
2025 Q2
|
8/11/2025 |
31
|
$1.8 B
|
| Cordatus Wealth Management LLC |
2025 Q2
|
8/11/2025 |
161
|
$410 M
|
| Senvest Management, LLC |
2025 Q2
|
8/11/2025 |
53
|
$3.0 B
|
| Patient Square Capital LP |
2025 Q2
|
8/11/2025 |
19
|
$280 M
|
| Stonebrook Private Inc. |
2025 Q2
|
8/11/2025 |
197
|
$430 M
|
| Morling Financial Advisors, LLC |
2025 Q2
|
8/11/2025 |
102
|
$310 M
|
| Heritage Wealth Advisors |
2025 Q2
|
8/11/2025 |
590
|
$2.1 B
|
| Aspen Investment Management Inc |
2025 Q2
|
8/11/2025 |
147
|
$240 M
|