| Gryphon Financial Partners LLC |
2025 Q1
|
5/12/2025 |
567
|
$690 M
|
| Greenwich Wealth Management LLC |
2025 Q1
|
5/12/2025 |
238
|
$1.3 B
|
| NOMURA ASSET MANAGEMENT CO LTD |
2025 Q1
|
5/12/2025 |
2,356
|
$33 B
|
| Alphinity Investment Management Pty Ltd |
2025 Q1
|
5/12/2025 |
56
|
$15 B
|
| Ovata Capital Management Ltd |
2025 Q1
|
5/12/2025 |
39
|
$260 M
|
| Long Road Investment Counsel, LLC |
2025 Q1
|
5/12/2025 |
80
|
$260 M
|
| Tieton Capital Management, LLC |
2025 Q1
|
5/12/2025 |
34
|
$220 M
|
| Wealth Advisors of Iowa, LLC |
2025 Q1
|
5/12/2025 |
74
|
$230 M
|
| Beutel, Goodman & Co Ltd. |
2025 Q1
|
5/12/2025 |
205
|
$17 B
|
| Greencape Capital Pty Ltd |
2025 Q1
|
5/12/2025 |
4
|
$120 M
|
| Prasad Wealth Partners, LLC |
2025 Q1
|
5/12/2025 |
115
|
$310 M
|
| PPM AMERICA INC/IL |
2025 Q1
|
5/12/2025 |
5
|
$14 M
|
| Global IMC LLC |
2025 Q1
|
5/12/2025 |
80
|
$370 M
|
| Symphony Financial Services, Inc. |
2025 Q1
|
5/12/2025 |
86
|
$150 M
|
| HIGHBRIDGE CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/12/2025 |
253
|
$2.5 B
|
| Regal Investment Advisors LLC |
2025 Q1
|
5/12/2025 |
460
|
$1.2 B
|
| Symetra Investment Management Co |
2025 Q1
|
5/12/2025 |
5
|
$410 M
|
| Select Asset Management & Trust |
2025 Q1
|
5/12/2025 |
84
|
$250 M
|
| Paradice Investment Management LLC |
2025 Q1
|
5/12/2025 |
24
|
$450 M
|
| Capital World Investors |
2025 Q1
|
5/12/2025 |
552
|
$620 B
|
| Capital Research Global Investors |
2025 Q1
|
5/12/2025 |
456
|
$460 B
|
| CAPITAL INTERNATIONAL SARL |
2025 Q1
|
5/12/2025 |
288
|
$4.4 B
|
| Capital International, Inc./CA/ |
2025 Q1
|
5/12/2025 |
307
|
$8.2 B
|
| Capital International Investors |
2025 Q1
|
5/12/2025 |
441
|
$510 B
|
| CAPITAL INTERNATIONAL LTD /CA/ |
2025 Q1
|
5/12/2025 |
146
|
$2.3 B
|
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. |
2025 Q1
|
5/12/2025 |
140
|
$490 M
|
| Capital Group Private Client Services, Inc. |
2025 Q1
|
5/12/2025 |
275
|
$10 B
|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
2025 Q1
|
5/12/2025 |
91
|
$760 M
|
| CONNORS INVESTOR SERVICES INC |
2025 Q1
|
5/12/2025 |
158
|
$1.0 B
|
| Traynor Capital Management, Inc. |
2025 Q1
|
5/12/2025 |
270
|
$1.2 B
|
| Covestor Ltd |
2025 Q1
|
5/12/2025 |
2,893
|
$150 M
|
| Koa Wealth Management, LLC |
2025 Q1
|
5/12/2025 |
50
|
$120 M
|
| Darrow Company, Inc. |
2025 Q1
|
5/12/2025 |
50
|
$180 M
|
| Addison Advisors LLC |
2025 Q1
|
5/12/2025 |
1,070
|
$370 M
|
| Allianz SE |
2024 Q3
|
5/12/2025 |
577
|
$3.7 B
|
| Allianz SE |
2024 Q1
|
5/12/2025 |
662
|
$3.2 B
|
| Kerusso Capital Management LLC |
2025 Q1
|
5/12/2025 |
55
|
$160 M
|
| Allianz SE |
2024 Q2
|
5/12/2025 |
662
|
$3.4 B
|
| BRUNI J V & CO /CO |
2025 Q1
|
5/12/2025 |
31
|
$860 M
|
| Corre Partners Management, LLC |
2025 Q1
|
5/12/2025 |
4
|
$88 M
|
| Capstone Wealth Management Group LLC |
2024 Q4 - RESTATEMENT
|
5/12/2025 |
103
|
$130 M
|
| Frank, Rimerman Advisors LLC |
2025 Q1
|
5/12/2025 |
512
|
$1.3 B
|
| Ciovacco Capital Management LLC |
2025 Q1
|
5/12/2025 |
19
|
$140 M
|
| Gifford Fong Associates |
2025 Q1
|
5/12/2025 |
126
|
$400 M
|
| CONDOR CAPITAL MANAGEMENT |
2025 Q1
|
5/12/2025 |
190
|
$1.1 B
|
| Koss-Olinger Consulting, LLC |
2025 Q1
|
5/12/2025 |
307
|
$1.2 B
|
| LCNB CORP |
2025 Q1
|
5/12/2025 |
190
|
$270 M
|
| ESL Trust Services, LLC |
2025 Q1
|
5/12/2025 |
322
|
$440 M
|
| Balanced Rock Investment Advisors LLC |
2025 Q1
|
5/12/2025 |
89
|
$130 M
|
| HANTZ FINANCIAL SERVICES, INC. |
2025 Q1
|
5/12/2025 |
1,966
|
$5.7 B
|
| JARISLOWSKY, FRASER Ltd |
2025 Q1
|
5/12/2025 |
185
|
$16 B
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
2025 Q1
|
5/12/2025 |
1
|
$0
|
| Qsemble Capital Management, LP |
2025 Q1
|
5/12/2025 |
418
|
$940 M
|
| Dominguez Wealth Management Solutions, Inc. |
2025 Q1
|
5/12/2025 |
61
|
$140 M
|
| Nicollet Investment Management, Inc. |
2025 Q1
|
5/12/2025 |
70
|
$280 M
|
| Capital Wealth Planning, LLC |
2025 Q1
|
5/12/2025 |
172
|
$12 B
|
| PFC CAPITAL GROUP, INC. |
2025 Q1
|
5/12/2025 |
86
|
$200 M
|
| Lingohr Asset Management GmbH |
2025 Q1
|
5/12/2025 |
92
|
$400 M
|
| ELLERSON GROUP INC /ADV |
2025 Q1
|
5/12/2025 |
50
|
$130 M
|
| VICTORY FINANCIAL GROUP, LLC |
2025 Q1
|
5/12/2025 |
185
|
$520 M
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
2025 Q1
|
5/12/2025 |
371
|
$1.3 B
|
| Contrarius Group Holdings Ltd |
2025 Q1
|
5/12/2025 |
56
|
$1.5 B
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
2025 Q1
|
5/12/2025 |
408
|
$28 B
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2025 Q1
|
5/12/2025 |
460
|
$1.2 B
|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
2025 Q1
|
5/12/2025 |
1,906
|
$23 B
|
| RiverPark Advisors, LLC |
2025 Q1
|
5/12/2025 |
148
|
$130 M
|
| JPMORGAN CHASE & CO |
2025 Q1
|
5/12/2025 |
33,562
|
$1.4 T
|
| Meridiem Investment Management Ltd. |
2025 Q1
|
5/12/2025 |
57
|
$5.5 B
|
| COMMONS CAPITAL, LLC |
2025 Q1
|
5/12/2025 |
97
|
$110 M
|
| Empirical Asset Management, LLC |
2025 Q1
|
5/12/2025 |
301
|
$290 M
|
| Claro Advisors LLC |
2025 Q1
|
5/12/2025 |
510
|
$750 M
|
| AMJ Financial Wealth Management |
2025 Q1
|
5/12/2025 |
85
|
$340 M
|
| Disciplined Investors, L.L.C. |
2025 Q1
|
5/12/2025 |
118
|
$110 M
|
| FF Advisors,LLC |
2025 Q1
|
5/12/2025 |
91
|
$170 M
|
| Connor, Clark & Lunn Investment Management Ltd. |
2025 Q1
|
5/12/2025 |
1,383
|
$23 B
|
| Arcadia Wealth Management, Inc. |
2025 Q1
|
5/12/2025 |
55
|
$130 M
|
| ASSET PLANNING CORPORATION |
2025 Q1
|
5/12/2025 |
43
|
$170 M
|
| Avant Capital LLC |
2025 Q1
|
5/12/2025 |
66
|
$120 M
|
| MUFG Securities EMEA plc |
2025 Q1
|
5/12/2025 |
131
|
$4.4 B
|
| Angel Oak Capital Advisors, LLC |
2025 Q1
|
5/12/2025 |
33
|
$75 M
|
| Cynosure Group, LLC |
2025 Q1
|
5/12/2025 |
375
|
$730 M
|
| Jordan Park Trust Co LLC |
2025 Q1
|
5/12/2025 |
11
|
$110 M
|
| Hosking Partners LLP |
2025 Q1
|
5/12/2025 |
116
|
$2.4 B
|
| Private Wealth Advisors, LLC |
2025 Q1
|
5/12/2025 |
85
|
$280 M
|
| Belfer Management LLC |
2025 Q1
|
5/12/2025 |
14
|
$5.8 M
|
| Measured Wealth Private Client Group, LLC |
2025 Q1
|
5/12/2025 |
170
|
$310 M
|
| RIVERPARK CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/12/2025 |
37
|
$55 M
|
| First Western Trust Bank |
2025 Q1
|
5/12/2025 |
262
|
$2.1 B
|
| Donoghue Forlines LLC |
2025 Q1
|
5/12/2025 |
102
|
$320 M
|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2025 Q1
|
5/12/2025 |
933
|
$1.6 B
|
| FSA WEALTH PARTNERS, INC. |
2025 Q1
|
5/12/2025 |
68
|
$260 M
|
| MORTON COMMUNITY BANK |
2025 Q1
|
5/12/2025 |
189
|
$380 M
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2025 Q1
|
5/12/2025 |
49
|
$3.2 B
|
| Sloy Dahl & Holst, LLC |
2025 Q1
|
5/12/2025 |
109
|
$570 M
|
| WOLVERINE ASSET MANAGEMENT LLC |
2025 Q1
|
5/12/2025 |
1,552
|
$8.4 B
|
| Ardent Capital Management, Inc. |
2025 Q1
|
5/12/2025 |
44
|
$230 M
|
| Truepoint, Inc. |
2025 Q1
|
5/12/2025 |
137
|
$3.7 B
|
| Austin Private Wealth, LLC |
2025 Q1
|
5/12/2025 |
301
|
$1.1 B
|
| Railway Pension Investments Ltd |
2025 Q1
|
5/12/2025 |
212
|
$7.0 B
|
| Summit Financial Strategies, Inc. |
2025 Q1
|
5/12/2025 |
149
|
$990 M
|