| HCC Manager LLC |
2025 Q3
|
11/10/2025 |
1
|
$7.4 M
|
| Oldfield Partners LLP |
2025 Q3
|
11/10/2025 |
20
|
$320 M
|
| Estabrook Capital Management |
2025 Q3
|
11/10/2025 |
328
|
$690 M
|
| HOURGLASS CAPITAL, LLC |
2025 Q3
|
11/10/2025 |
106
|
$450 M
|
| NOVEM GROUP |
2025 Q3
|
11/10/2025 |
920
|
$850 M
|
| Brio Consultants, LLC |
2025 Q3
|
11/10/2025 |
137
|
$730 M
|
| Galilei Investment Office LLP |
2025 Q3
|
11/10/2025 |
29
|
$210 M
|
| LONGVIEW ASSET MANAGEMENT, LLC |
2025 Q3
|
11/10/2025 |
3
|
$9.7 B
|
| Factorial Partners, LLC |
2025 Q3
|
11/10/2025 |
66
|
$150 M
|
| Advyzon Investment Management, LLC |
2025 Q3
|
11/10/2025 |
566
|
$580 M
|
| Disciplina Capital Management LLC |
2025 Q3
|
11/10/2025 |
63
|
$820 M
|
| Journey Advisory Group, LLC |
2025 Q3
|
11/10/2025 |
268
|
$1.4 B
|
| DEARBORN PARTNERS LLC |
2025 Q3
|
11/10/2025 |
273
|
$2.1 B
|
| OPUS INVESTMENT MANAGEMENT INC |
2025 Q3
|
11/10/2025 |
29
|
$160 M
|
| HFR Wealth Management, LLC |
2025 Q3
|
11/10/2025 |
51
|
$440 M
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2025 Q3
|
11/10/2025 |
100
|
$210 M
|
| WHITE PINE CAPITAL LLC |
2025 Q3
|
11/10/2025 |
225
|
$350 M
|
| Rochester Wealth Strategies, LLC |
2025 Q3
|
11/10/2025 |
22
|
$150 M
|
| Heartland Bank & Trust Co |
2025 Q3
|
11/10/2025 |
207
|
$240 M
|
| BRUNI J V & CO /CO |
2025 Q3
|
11/10/2025 |
31
|
$990 M
|
| MKA Charitable Fund |
2025 Q3
|
11/10/2025 |
1
|
$230 M
|
| BOWEN HANES & CO INC |
2025 Q3
|
11/10/2025 |
149
|
$4.0 B
|
| PRINCETON CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/10/2025 |
139
|
$370 M
|
| Kazazian Asset Management, LLC |
2025 Q3
|
11/10/2025 |
48
|
$83 M
|
| EDENTREE ASSET MANAGEMENT Ltd |
2025 Q3
|
11/10/2025 |
62
|
$420 M
|
| Cannon Wealth Management Services, LLC |
2025 Q3
|
11/10/2025 |
82
|
$130 M
|
| Barnett & Company, Inc. |
2025 Q3
|
11/10/2025 |
80
|
$130 M
|
| ARMOR ADVISORS, L.L.C. |
2025 Q3
|
11/10/2025 |
16
|
$180 M
|
| Triodos Investment Management BV |
2025 Q3
|
11/10/2025 |
50
|
$1.4 B
|
| Partners in Financial Planning |
2025 Q3
|
11/10/2025 |
115
|
$580 M
|
| Certares Management LLC |
2025 Q3
|
11/10/2025 |
1
|
$77 M
|
| CITIGROUP INC |
2025 Q3
|
11/10/2025 |
14,658
|
$220 B
|
| Rossby Financial, LCC |
2025 Q3
|
11/10/2025 |
1,484
|
$310 M
|
| ANTIPODES PARTNERS Ltd |
2025 Q3
|
11/10/2025 |
116
|
$4.5 B
|
| BARINGS LLC |
2025 Q3
|
11/10/2025 |
221
|
$5.3 B
|
| FORSTA AP-FONDEN |
2025 Q3
|
11/10/2025 |
550
|
$17 B
|
| Bull Oak Capital, LLC |
2025 Q3
|
11/10/2025 |
32
|
$240 M
|
| AMJ Financial Wealth Management |
2025 Q3
|
11/10/2025 |
90
|
$420 M
|
| Kropog Financial Group, LLC |
2025 Q2
|
11/10/2025 |
27
|
$110 M
|
| Kropog Financial Group, LLC |
2025 Q1
|
11/10/2025 |
30
|
$110 M
|
| Kropog Financial Group, LLC |
2024 Q4
|
11/10/2025 |
27
|
$110 M
|
| HIGHBRIDGE CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/10/2025 |
307
|
$2.3 B
|
| Lansforsakringar Fondforvaltning AB (publ) |
2025 Q3
|
11/10/2025 |
550
|
$19 B
|
| Trivest Advisors Ltd |
2025 Q3
|
11/10/2025 |
32
|
$3.1 B
|
| Brummer Multi-Strategy AB |
2025 Q3
|
11/10/2025 |
4
|
$5.5 M
|
| INTRUST BANK NA |
2025 Q3
|
11/10/2025 |
737
|
$1.2 B
|
| DC Investments Management, LLC |
2025 Q3
|
11/10/2025 |
95
|
$240 M
|
| Tredje AP-fonden |
2025 Q3
|
11/10/2025 |
378
|
$12 B
|
| DC Funds, LP |
2025 Q3
|
11/10/2025 |
3
|
$3.1 M
|
| Monaco Asset Management SAM |
2025 Q3
|
11/10/2025 |
85
|
$1.6 B
|
| TOWLE & CO |
2025 Q3
|
11/10/2025 |
47
|
$400 M
|
| Vitruvian Partners LLP |
2025 Q3
|
11/10/2025 |
7
|
$140 M
|
| STEVENS CAPITAL MANAGEMENT LP |
2025 Q3
|
11/10/2025 |
248
|
$750 M
|
| Darden Wealth Group Inc |
2025 Q3
|
11/10/2025 |
134
|
$190 M
|
| Smead Capital Management, Inc. |
2025 Q3
|
11/10/2025 |
34
|
$5.2 B
|
| Hillsdale Investment Management Inc. |
2025 Q3
|
11/10/2025 |
636
|
$3.3 B
|
| SUN LIFE FINANCIAL INC |
2025 Q3
|
11/10/2025 |
39
|
$2.0 B
|
| Cape Ann Asset Management Ltd |
2025 Q3
|
11/10/2025 |
11
|
$300 M
|
| Jackson, Grant Investment Advisers, Inc. |
2025 Q3
|
11/10/2025 |
413
|
$300 M
|
| ROSS\JOHNSON & Associates LLC |
2025 Q3
|
11/10/2025 |
223
|
$5.3 M
|
| Siligmueller & Norvid Wealth Advisors LLC |
2025 Q3
|
11/10/2025 |
156
|
$220 M
|
| PERSONAL CFO SOLUTIONS, LLC |
2025 Q3
|
11/10/2025 |
495
|
$570 M
|
| Manuka Financial, LLC |
2025 Q3
|
11/10/2025 |
58
|
$160 M
|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. |
2025 Q3
|
11/10/2025 |
153
|
$180 M
|
| Garner Asset Management Corp |
2025 Q3
|
11/10/2025 |
155
|
$250 M
|
| Working Capital Advisors (UK) Ltd. |
2025 Q3
|
11/10/2025 |
3
|
$84 M
|
| Brickwood Asset Management LLP |
2025 Q3
|
11/10/2025 |
9
|
$140 M
|
| IGP Investments (G.P.L.P), LP |
2025 Q3
|
11/10/2025 |
1
|
$6.2 M
|
| ISTHMUS PARTNERS, LLC |
2025 Q3
|
11/10/2025 |
176
|
$450 M
|
| Coyle Financial Counsel LLC |
2025 Q3
|
11/10/2025 |
97
|
$430 M
|
| Greenwoods Asset Management Hong Kong Ltd. |
2025 Q3
|
11/10/2025 |
39
|
$4.4 B
|
| Sava Infond d.o.o. |
2025 Q3
|
11/10/2025 |
212
|
$710 M
|
| Raiffeisen Bank International AG |
2025 Q3
|
11/10/2025 |
874
|
$7.5 B
|
| China Universal Asset Management Co., Ltd. |
2025 Q3
|
11/10/2025 |
478
|
$1.2 B
|
| JUPITER ASSET MANAGEMENT LTD |
2025 Q3
|
11/10/2025 |
610
|
$12 B
|
| BIT Capital GmbH |
2025 Q3
|
11/10/2025 |
111
|
$2.9 B
|
| Y.D. More Investments Ltd |
2025 Q3
|
11/10/2025 |
609
|
$1.8 B
|
| Persistent Asset Partners Ltd |
2025 Q3
|
11/10/2025 |
287
|
$150 M
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2025 Q3
|
11/10/2025 |
55
|
$690 M
|
| PRAKASH INVESTMENT ADVISORS LLC |
2025 Q3
|
11/10/2025 |
71
|
$150 M
|
| Compass Wealth Management LLC |
2025 Q3
|
11/7/2025 |
148
|
$450 M
|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. |
2025 Q3
|
11/7/2025 |
2,206
|
$39 B
|
| Boundary Creek Advisors LP |
2025 Q3
|
11/7/2025 |
1
|
$23 M
|
| WEALTH ALLIANCE, LLC |
2025 Q3
|
11/7/2025 |
554
|
$970 M
|
| Fiera Capital Corp |
2025 Q3
|
11/7/2025 |
685
|
$31 B
|
| WAFRA INC. |
2025 Q3
|
11/7/2025 |
2
|
$190 M
|
| MIDLAND WEALTH ADVISORS LLC |
2025 Q3
|
11/7/2025 |
168
|
$1.9 B
|
| HC Advisors, LLC |
2025 Q3
|
11/7/2025 |
61
|
$140 M
|
| Hemenway Trust Co LLC |
2025 Q3
|
11/7/2025 |
125
|
$1.3 B
|
| ABRAMS CAPITAL MANAGEMENT, L.P. |
2025 Q3
|
11/7/2025 |
13
|
$6.2 B
|
| REGENERON PHARMACEUTICALS, INC. |
2025 Q3
|
11/7/2025 |
4
|
$700 M
|
| CFO4Life Group, LLC |
2025 Q3
|
11/7/2025 |
236
|
$690 M
|
| Horizon Family Wealth, Inc. |
2025 Q3
|
11/7/2025 |
109
|
$170 M
|
| MUHLENKAMP & CO INC |
2025 Q3
|
11/7/2025 |
31
|
$370 M
|
| Piedmont Capital Management, LLC |
2025 Q3
|
11/7/2025 |
53
|
$190 M
|
| Collaborative Wealth Managment Inc. |
2025 Q3
|
11/7/2025 |
196
|
$250 M
|
| AlpInvest Partners B.V. |
2025 Q3
|
11/7/2025 |
7
|
$40 M
|
| Harold Davidson & Associates Inc. |
2025 Q3
|
11/7/2025 |
65
|
$220 M
|
| Carlyle Group Inc. |
2025 Q3
|
11/7/2025 |
17
|
$4.3 B
|
| Rothschild & Co Wealth Management UK Ltd |
2025 Q3
|
11/7/2025 |
26
|
$6.2 B
|