| LaFleur & Godfrey LLC |
2025 Q3
|
11/10/2025 |
142
|
$820 M
|
| Vulcan Value Partners, LLC |
2025 Q3
|
11/10/2025 |
40
|
$5.5 B
|
| Price Capital Management, Inc. |
2025 Q3
|
11/10/2025 |
9
|
$85 M
|
| PAYDEN & RYGEL |
2025 Q3
|
11/10/2025 |
113
|
$1.2 B
|
| MMCAP International Inc. SPC |
2025 Q3
|
11/10/2025 |
172
|
$860 M
|
| MADISON DEARBORN PARTNERS LLC |
2025 Q3
|
11/10/2025 |
1
|
$0
|
| Goodman Financial Corp |
2025 Q3
|
11/10/2025 |
68
|
$510 M
|
| Helikon Investments Ltd |
2025 Q3
|
11/10/2025 |
17
|
$1.5 B
|
| Clearstead Trust, LLC |
2025 Q3
|
11/10/2025 |
1,511
|
$590 M
|
| Marks Group Wealth Management, Inc |
2025 Q3
|
11/10/2025 |
481
|
$1.1 B
|
| Curtis Advisory Group, LLC |
2025 Q3
|
11/10/2025 |
107
|
$440 M
|
| Avalon Trust Co |
2025 Q3
|
11/10/2025 |
613
|
$1.5 B
|
| Babb Wealth Advisors LLC |
2025 Q3
|
11/10/2025 |
19
|
$150 M
|
| Geometric Wealth Advisors |
2025 Q3
|
11/10/2025 |
80
|
$750 M
|
| ROI Financial Advisors, LLC |
2025 Q3
|
11/10/2025 |
67
|
$170 M
|
| Vesey Street Capital Partners, L.L.C. |
2025 Q3
|
11/10/2025 |
2
|
$240 M
|
| Quantum Private Wealth, LLC |
2025 Q3
|
11/10/2025 |
175
|
$340 M
|
| MCDONALD CAPITAL INVESTORS INC/CA |
2025 Q3
|
11/10/2025 |
21
|
$1.6 B
|
| MAKENA CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/10/2025 |
24
|
$970 M
|
| Granite Investment Partners, LLC |
2025 Q3
|
11/10/2025 |
249
|
$1.8 B
|
| Ameritas Investment Partners, Inc. |
2025 Q3
|
11/10/2025 |
3,705
|
$3.3 B
|
| Clearstead Advisors, LLC |
2025 Q3
|
11/10/2025 |
3,094
|
$7.6 B
|
| EQUITABLE TRUST CO |
2025 Q3
|
11/10/2025 |
707
|
$2.2 B
|
| SCHULHOFF & CO INC |
2025 Q3
|
11/10/2025 |
135
|
$230 M
|
| Aries Wealth Management |
2025 Q3
|
11/10/2025 |
231
|
$420 M
|
| O'Neil Global Advisors, Inc. |
2025 Q3
|
11/10/2025 |
60
|
$540 M
|
| Sound View Wealth Advisors Group, LLC |
2025 Q3
|
11/10/2025 |
425
|
$1.5 B
|
| Patient Square Capital LP |
2025 Q3
|
11/10/2025 |
24
|
$370 M
|
| Woodside Wealth Management LLC |
2025 Q3
|
11/10/2025 |
80
|
$130 M
|
| Villanova Investment Management Co LLC |
2025 Q3
|
11/10/2025 |
57
|
$140 M
|
| Catawba River Capital |
2025 Q3
|
11/10/2025 |
20
|
$220 M
|
| Intelligence Driven Advisers, LLC |
2025 Q3
|
11/10/2025 |
124
|
$720 M
|
| BML Capital Management, LLC |
2025 Q3
|
11/10/2025 |
20
|
$110 M
|
| Aurora Investment Managers, LLC. |
2025 Q3
|
11/10/2025 |
49
|
$180 M
|
| Constant Guidance Financial LLC |
2025 Q3
|
11/10/2025 |
36
|
$130 M
|
| Concentrum Wealth Management |
2025 Q3
|
11/10/2025 |
79
|
$350 M
|
| NNS Investments (Cyprus) Ltd |
2025 Q3
|
11/10/2025 |
1
|
$0
|
| NNS Holding |
2025 Q3
|
11/10/2025 |
1
|
$0
|
| ZEVIN ASSET MANAGEMENT LLC |
2025 Q3
|
11/10/2025 |
98
|
$690 M
|
| Washington Trust Advisors, Inc. |
2025 Q3
|
11/10/2025 |
827
|
$1.3 B
|
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN |
2025 Q3
|
11/10/2025 |
1
|
$350 M
|
| AMERICAN FINANCIAL GROUP INC |
2025 Q3
|
11/10/2025 |
77
|
$260 M
|
| Irth Capital Management LP |
2025 Q3
|
11/10/2025 |
1
|
$78 M
|
| X-Square Capital, LLC |
2025 Q3
|
11/10/2025 |
177
|
$320 M
|
| Alteri Wealth LLC |
2025 Q3
|
11/10/2025 |
282
|
$290 M
|
| TSA Wealth Managment LLC |
2025 Q3
|
11/10/2025 |
89
|
$290 M
|
| Koshinski Asset Management, Inc. |
2025 Q3
|
11/10/2025 |
722
|
$1.5 B
|
| Spider Management Company, LLC |
2025 Q3
|
11/10/2025 |
2
|
$220 M
|
| Vestmark Advisory Solutions, Inc. |
2025 Q3
|
11/10/2025 |
1,497
|
$5.2 B
|
| Oppenheimer & Close, LLC |
2025 Q3
|
11/10/2025 |
55
|
$150 M
|
| Westerkirk Capital Inc. |
2025 Q3
|
11/10/2025 |
240
|
$880 M
|
| Channing Capital Management, LLC |
2025 Q3
|
11/10/2025 |
108
|
$3.8 B
|
| DOVER ADVISORS, LLC |
2025 Q3
|
11/10/2025 |
165
|
$250 M
|
| Michels Family Financial, LLC |
2025 Q3
|
11/10/2025 |
134
|
$130 M
|
| Aurora Investment Counsel |
2025 Q3
|
11/10/2025 |
106
|
$190 M
|
| Clayton Partners LLC |
2025 Q3
|
11/10/2025 |
36
|
$130 M
|
| Bleakley Financial Group, LLC |
2025 Q3
|
11/10/2025 |
585
|
$4.3 B
|
| ADAPT WEALTH ADVISORS, LLC |
2025 Q3
|
11/10/2025 |
107
|
$270 M
|
| Explore Capital Management, LLC |
2025 Q3
|
11/10/2025 |
15
|
$160 M
|
| Zeno Equity Partners LLP |
2025 Q3
|
11/10/2025 |
9
|
$220 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
2025 Q3
|
11/10/2025 |
123
|
$1.0 B
|
| M. Kulyk & Associates, LLC |
2025 Q3
|
11/10/2025 |
104
|
$490 M
|
| Lepercq De Neuflize Asset Management LLC |
2025 Q3
|
11/10/2025 |
9
|
$170 M
|
| Peapod Lane Capital LLC |
2025 Q3
|
11/10/2025 |
57
|
$110 M
|
| Private Advisory Group LLC |
2025 Q3
|
11/10/2025 |
321
|
$1.2 B
|
| Trajan Wealth LLC |
2025 Q3
|
11/10/2025 |
160
|
$2.3 B
|
| CLARK ESTATES INC/NY |
2025 Q3
|
11/10/2025 |
99
|
$440 M
|
| VERUS CAPITAL PARTNERS, LLC |
2025 Q3
|
11/10/2025 |
504
|
$1.4 B
|
| AF Advisors, Inc. |
2025 Q3
|
11/10/2025 |
30
|
$250 M
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
2025 Q3
|
11/10/2025 |
213
|
$310 M
|
| American Money Management, LLC |
2025 Q3
|
11/10/2025 |
155
|
$600 M
|
| Eleva Capital SAS |
2025 Q3
|
11/10/2025 |
15
|
$380 M
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2025 Q3
|
11/10/2025 |
81
|
$220 M
|
| LOWERY THOMAS, LLC |
2025 Q3
|
11/10/2025 |
55
|
$170 M
|
| Kovitz Investment Group Partners, LLC |
2025 Q3
|
11/10/2025 |
1,394
|
$26 B
|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/10/2025 |
3,588
|
$630 B
|
| Everstar Asset Management, LLC |
2025 Q3
|
11/10/2025 |
232
|
$180 M
|
| Sigma Planning Corp |
2025 Q3
|
11/10/2025 |
1,290
|
$3.5 B
|
| Nicollet Investment Management, Inc. |
2025 Q3
|
11/10/2025 |
71
|
$310 M
|
| GARDNER LEWIS ASSET MANAGEMENT L P |
2025 Q3
|
11/10/2025 |
76
|
$420 M
|
| Telemark Asset Management, LLC |
2025 Q3
|
11/10/2025 |
47
|
$1.1 B
|
| Alliance Wealth Advisors, LLC /UT |
2025 Q3
|
11/10/2025 |
282
|
$430 M
|
| Ferguson Shapiro LLC |
2025 Q3
|
11/10/2025 |
74
|
$310 M
|
| OneDigital Investment Advisors LLC |
2025 Q3
|
11/10/2025 |
1,498
|
$9.7 B
|
| INSPIRE TRUST CO, N.A. |
2025 Q3
|
11/10/2025 |
108
|
$550 M
|
| ELLERSON GROUP INC /ADV |
2025 Q3
|
11/10/2025 |
60
|
$160 M
|
| Premier Fund Managers Ltd |
2025 Q3
|
11/10/2025 |
176
|
$2.4 B
|
| Advisors Preferred, LLC |
2025 Q3
|
11/10/2025 |
236
|
$680 M
|
| Semanteon Capital Management, LP |
2025 Q3
|
11/10/2025 |
173
|
$80 M
|
| NWK Group, Inc. |
2025 Q3
|
11/10/2025 |
69
|
$290 M
|
| Efficient Advisors, LLC |
2025 Q3
|
11/10/2025 |
58
|
$1.8 B
|
| Choate Investment Advisors |
2025 Q3
|
11/10/2025 |
424
|
$4.8 B
|
| FLAGSTAR ADVISORS INC |
2025 Q3
|
11/10/2025 |
178
|
$330 M
|
| BLI - Banque de Luxembourg Investments |
2025 Q3
|
11/10/2025 |
170
|
$3.4 B
|
| Broadway Wealth Solutions, Inc. |
2025 Q3
|
11/10/2025 |
97
|
$180 M
|
| Lunate Capital Ltd |
2025 Q3
|
11/10/2025 |
10
|
$1.2 B
|
| Oder Investment Management, LLC |
2025 Q3
|
11/10/2025 |
98
|
$140 M
|
| Global Strategic Investment Solutions, LLC |
2025 Q3
|
11/10/2025 |
153
|
$1.0 B
|
| IFS Group,LLC |
2025 Q3
|
11/10/2025 |
145
|
$110 M
|
| Trans-Canada Capital Inc. |
2025 Q3
|
11/10/2025 |
11
|
$1.6 B
|