| COMGEST GLOBAL INVESTORS S.A.S. |
2025 Q3
|
11/7/2025 |
60
|
$5.6 B
|
| ENDEAVOUR CAPITAL ADVISORS INC |
2025 Q3
|
11/7/2025 |
41
|
$330 M
|
| LEVIN CAPITAL STRATEGIES, L.P. |
2025 Q3
|
11/7/2025 |
221
|
$1.1 B
|
| SYNOVUS FINANCIAL CORP |
2025 Q3
|
11/7/2025 |
1,549
|
$8.7 B
|
| NewEdge Wealth, LLC |
2025 Q3
|
11/7/2025 |
1,020
|
$7.0 B
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q3
|
11/7/2025 |
100
|
$120 M
|
| VeraBank, N.A. |
2025 Q3
|
11/7/2025 |
265
|
$530 M
|
| ONTARIO TEACHERS PENSION PLAN BOARD |
2025 Q3
|
11/7/2025 |
181
|
$4.7 B
|
| AMERICAN SECURITIES LLC |
2025 Q3
|
11/7/2025 |
1
|
$1.1 B
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q3
|
11/7/2025 |
290
|
$860 M
|
| Alpha Financial Partners, LLC |
2025 Q3
|
11/7/2025 |
92
|
$150 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/7/2025 |
73
|
$98 M
|
| Cumberland Partners Ltd |
2025 Q3
|
11/7/2025 |
259
|
$1.5 B
|
| JW Asset Management, LLC |
2025 Q3
|
11/7/2025 |
17
|
$210 M
|
| ALTOS VENTURES MANAGEMENT, INC. |
2025 Q3
|
11/7/2025 |
1
|
$0
|
| MCRAE CAPITAL MANAGEMENT INC |
2025 Q3
|
11/7/2025 |
103
|
$500 M
|
| BURLING WEALTH PARTNERS, LLC |
2025 Q3
|
11/7/2025 |
176
|
$600 M
|
| RED TREE MANAGEMENT, LLC |
2025 Q3
|
11/7/2025 |
3
|
$83 M
|
| Wernau Asset Management Inc. |
2025 Q3
|
11/7/2025 |
49
|
$150 M
|
| Cornerstone Advisors, LLC |
2025 Q3
|
11/7/2025 |
235
|
$3.0 B
|
| Alta Partners Management Company, L.P. |
2025 Q3
|
11/7/2025 |
2
|
$60 M
|
| KING LUTHER CAPITAL MANAGEMENT CORP |
2025 Q3
|
11/7/2025 |
599
|
$24 B
|
| Avestar Capital, LLC |
2025 Q3
|
11/7/2025 |
481
|
$1.5 B
|
| PZENA INVESTMENT MANAGEMENT LLC |
2025 Q3
|
11/7/2025 |
186
|
$31 B
|
| CenterBook Partners LP |
2025 Q3
|
11/7/2025 |
544
|
$2.0 B
|
| Westchester Capital Management, Inc. |
2025 Q3
|
11/7/2025 |
43
|
$470 M
|
| MJP ASSOCIATES INC /ADV |
2025 Q3
|
11/7/2025 |
255
|
$760 M
|
| Grange Capital, LLC |
2025 Q3
|
11/7/2025 |
45
|
$100 M
|
| Essex Financial Services, Inc. |
2025 Q3
|
11/7/2025 |
748
|
$1.7 B
|
| Chicago Capital Management, LLC |
2025 Q3
|
11/7/2025 |
28
|
$110 M
|
| Fairfield University |
2025 Q3
|
11/7/2025 |
3
|
$200 M
|
| L & S Advisors Inc |
2025 Q3
|
11/7/2025 |
343
|
$1.0 B
|
| SG Capital Management LLC |
2025 Q3
|
11/7/2025 |
58
|
$1.1 B
|
| MRP Capital Investments, LLC |
2025 Q3
|
11/7/2025 |
162
|
$150 M
|
| PROSPECTOR PARTNERS LLC |
2025 Q3
|
11/7/2025 |
92
|
$840 M
|
| NewView Capital Partners I, LLC |
2025 Q3
|
11/7/2025 |
1
|
$28 M
|
| Synergy Investment Management, LLC |
2025 Q3
|
11/7/2025 |
134
|
$260 M
|
| KEYVANTAGE WEALTH, LLC |
2025 Q3
|
11/7/2025 |
98
|
$240 M
|
| Centennial Bank/AR/ |
2025 Q3
|
11/7/2025 |
339
|
$250 M
|
| Presima Securities ULC |
2025 Q3
|
11/7/2025 |
48
|
$360 M
|
| Fiscal Wisdom Wealth Management, LLC |
2025 Q3
|
11/7/2025 |
82
|
$110 M
|
| Alberta Investment Management Corp |
2025 Q3
|
11/7/2025 |
414
|
$10 B
|
| REDMONT WEALTH ADVISORS LLC |
2025 Q3
|
11/7/2025 |
307
|
$72 M
|
| Bornite Capital Management LP |
2025 Q3
|
11/7/2025 |
35
|
$1.1 B
|
| Certus Wealth Management, LLC |
2025 Q3
|
11/7/2025 |
58
|
$170 M
|
| Centennial Bank/AR/ |
2025 Q2 - RESTATEMENT
|
11/7/2025 |
343
|
$240 M
|
| STUDIO INVESTMENT MANAGEMENT LLC |
2025 Q3
|
11/7/2025 |
174
|
$530 M
|
| Cercano Management LLC |
2025 Q3
|
11/7/2025 |
173
|
$2.6 B
|
| King Wealth Management Group |
2025 Q3
|
11/7/2025 |
160
|
$800 M
|
| SYON CAPITAL LLC |
2025 Q3
|
11/7/2025 |
810
|
$1.9 B
|
| BOK Financial Private Wealth, Inc. |
2025 Q3
|
11/7/2025 |
380
|
$1.6 B
|
| Aspiring Ventures, LLC |
2025 Q3
|
11/7/2025 |
124
|
$290 M
|
| Advisors Capital Management, LLC |
2025 Q3
|
11/7/2025 |
536
|
$8.1 B
|
| Graticule Asia Macro Advisors LLC |
2025 Q3
|
11/7/2025 |
2
|
$440 M
|
| Eagle Health Investments LP |
2025 Q3
|
11/7/2025 |
23
|
$380 M
|
| BBR PARTNERS, LLC |
2025 Q3
|
11/7/2025 |
270
|
$1.7 B
|
| MARTIN & CO INC /TN/ |
2025 Q3
|
11/7/2025 |
101
|
$560 M
|
| AE INDUSTRIAL PARTNERS, LP |
2025 Q3
|
11/7/2025 |
3
|
$2.0 B
|
| Summer Road LLC |
2025 Q3
|
11/7/2025 |
19
|
$150 M
|
| Investure, LLC |
2025 Q3
|
11/7/2025 |
16
|
$1.6 B
|
| Horrell Capital Management, Inc. |
2025 Q3
|
11/7/2025 |
196
|
$240 M
|
| May Hill Capital, LLC |
2025 Q3
|
11/7/2025 |
190
|
$340 M
|
| INGALLS & SNYDER LLC |
2025 Q3
|
11/7/2025 |
482
|
$3.1 B
|
| Prospect Hill Management, LLC |
2025 Q3
|
11/7/2025 |
14
|
$230 M
|
| Silver Oak Advisory Group, Inc. |
2025 Q3
|
11/7/2025 |
77
|
$220 M
|
| VISTA INVESTMENT MANAGEMENT |
2025 Q3
|
11/7/2025 |
173
|
$290 M
|
| FIRST NATIONAL BANK OF OMAHA |
2025 Q3
|
11/7/2025 |
509
|
$1.6 B
|
| Keener Financial Planning LLC |
2025 Q3
|
11/7/2025 |
227
|
$220 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/7/2025 |
924
|
$4.7 B
|
| 626 Financial, LLC |
2025 Q3
|
11/7/2025 |
117
|
$230 M
|
| CORA CAPITAL ADVISORS LLC |
2025 Q3
|
11/7/2025 |
116
|
$240 M
|
| LUTS & GREENLEIGH GROUP, INC |
2025 Q3
|
11/7/2025 |
83
|
$110 M
|
| Maridea Wealth Management LLC |
2025 Q3
|
11/7/2025 |
417
|
$640 M
|
| Deuterium Capital Management, LLC |
2025 Q3
|
11/7/2025 |
18
|
$69 M
|
| Jacobi Capital Management LLC |
2025 Q3
|
11/7/2025 |
592
|
$1.6 B
|
| CONDOR CAPITAL MANAGEMENT |
2025 Q3
|
11/7/2025 |
186
|
$1.2 B
|
| READYSTATE ASSET MANAGEMENT LP |
2025 Q3
|
11/7/2025 |
355
|
$2.3 B
|
| WAYCROSS PARTNERS, LLC |
2025 Q3
|
11/7/2025 |
95
|
$1.2 B
|
| Hodges Capital Management Inc. |
2025 Q3
|
11/7/2025 |
207
|
$1.2 B
|
| BURKE & HERBERT BANK & TRUST CO |
2025 Q3
|
11/7/2025 |
458
|
$470 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2025 Q3
|
11/7/2025 |
181
|
$2.5 B
|
| Serenus Wealth Advisors, LLC |
2025 Q3
|
11/7/2025 |
67
|
$590 M
|
| Cornerstone Advisory, LLC |
2025 Q3
|
11/7/2025 |
245
|
$1.0 B
|
| WealthCare Investment Partners, LLC |
2025 Q3
|
11/7/2025 |
171
|
$310 M
|
| Turn8 Private Wealth Inc. |
2025 Q3
|
11/7/2025 |
44
|
$140 M
|
| Beirne Wealth Consulting Services, LLC |
2025 Q3
|
11/7/2025 |
227
|
$420 M
|
| Crestwood Advisors Group, LLC |
2025 Q3
|
11/7/2025 |
679
|
$5.9 B
|
| Timber Creek Capital Management LLC |
2025 Q3
|
11/7/2025 |
83
|
$410 M
|
| W.G. Shaheen & Associates DBA Whitney & Co |
2025 Q3
|
11/7/2025 |
148
|
$1.1 B
|
| PARK CIRCLE Co |
2025 Q3
|
11/7/2025 |
69
|
$120 M
|
| FIDUCIARY COUNSELLING INC |
2025 Q3
|
11/7/2025 |
7
|
$38 M
|
| Marble Harbor Investment Counsel, LLC |
2025 Q3
|
11/7/2025 |
189
|
$950 M
|
| Beta Wealth Group, Inc. |
2025 Q3
|
11/7/2025 |
120
|
$250 M
|
| Troy Asset Management Ltd |
2025 Q2 - RESTATEMENT
|
11/7/2025 |
31
|
$3.7 B
|
| DAHRING | CUSMANO LLC |
2025 Q3
|
11/7/2025 |
53
|
$140 M
|
| McMill Wealth Management |
2025 Q3
|
11/7/2025 |
55
|
$350 M
|
| Troy Asset Management Ltd |
2025 Q1 - RESTATEMENT
|
11/7/2025 |
31
|
$3.7 B
|
| Fortis Group Advisors, LLC |
2025 Q3
|
11/7/2025 |
608
|
$580 M
|
| Troy Asset Management Ltd |
2024 Q4 - NEW HOLDINGS
|
11/7/2025 |
1
|
$19 M
|
| Spectrum Strategic Capital Management, LLC |
2025 Q3
|
11/7/2025 |
43
|
$200 M
|