| Vista Cima Wealth Management LLC |
2025 Q2
|
8/11/2025 |
53
|
$110 M
|
| Empowered Funds, LLC |
2025 Q2
|
8/11/2025 |
4,275
|
$8.8 B
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q2
|
8/11/2025 |
6
|
$160 M
|
| VANGUARD GROUP INC |
2025 Q2
|
8/11/2025 |
16,643
|
$6.2 T
|
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
8/11/2025 |
76
|
$230 M
|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
2025 Q2
|
8/11/2025 |
1,098
|
$12 B
|
| Comprehensive Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
39
|
$120 M
|
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
2025 Q2
|
8/11/2025 |
73
|
$80 M
|
| Arrow Financial Corp |
2025 Q2
|
8/11/2025 |
286
|
$950 M
|
| Blue Owl Capital Holdings LP |
2025 Q2
|
8/11/2025 |
73
|
$310 M
|
| Trajan Wealth LLC |
2025 Q2
|
8/11/2025 |
143
|
$2.0 B
|
| AMS Capital Ltda |
2025 Q2
|
8/11/2025 |
16
|
$260 M
|
| Bluescape Energy Partners LLC |
2025 Q2
|
8/11/2025 |
6
|
$410 M
|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2025 Q2
|
8/11/2025 |
152
|
$340 M
|
| RENAISSANCERE HOLDINGS LTD |
2025 Q2
|
8/11/2025 |
5
|
$640 M
|
| SPROTT INC. |
2025 Q2
|
8/11/2025 |
208
|
$2.1 B
|
| HOWARD WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
121
|
$200 M
|
| Tamar Securities, LLC |
2025 Q2
|
8/11/2025 |
86
|
$820 M
|
| RETIREMENT CAPITAL STRATEGIES |
2025 Q2
|
8/11/2025 |
64
|
$250 M
|
| Edgemoor Investment Advisors, Inc. |
2025 Q2
|
8/11/2025 |
170
|
$1.2 B
|
| Broadcrest Asset Management, LLC |
2025 Q2
|
8/11/2025 |
6
|
$55 M
|
| RAHLFS CAPITAL, LLC |
2025 Q2
|
8/11/2025 |
89
|
$110 M
|
| Cladis Investment Advisory, LLC |
2025 Q2
|
8/11/2025 |
147
|
$160 M
|
| CRAMER ROSENTHAL MCGLYNN LLC |
2025 Q2
|
8/11/2025 |
84
|
$1.5 B
|
| Annis Gardner Whiting Capital Advisors, LLC |
2025 Q2
|
8/11/2025 |
1,332
|
$290 M
|
| COMPASS CAPITAL CORP /MA/ /ADV |
2025 Q2
|
8/11/2025 |
176
|
$210 M
|
| ROYCE & ASSOCIATES LP |
2025 Q2
|
8/11/2025 |
782
|
$9.7 B
|
| Hexagon Capital Partners LLC |
2025 Q2
|
8/11/2025 |
75
|
$450 M
|
| Qsemble Capital Management, LP |
2025 Q2
|
8/11/2025 |
410
|
$1.0 B
|
| Hopwood Financial Services, Inc. |
2025 Q2
|
8/11/2025 |
297
|
$130 M
|
| Corre Partners Management, LLC |
2025 Q2
|
8/11/2025 |
4
|
$79 M
|
| O'Neil Global Advisors, Inc. |
2025 Q2
|
8/11/2025 |
57
|
$430 M
|
| Summit Wealth Partners, LLC |
2025 Q2
|
8/11/2025 |
213
|
$520 M
|
| LOWE BROCKENBROUGH & CO INC |
2025 Q2
|
8/11/2025 |
314
|
$1.8 B
|
| Mach-1 Financial Group, LLC |
2025 Q2
|
8/11/2025 |
216
|
$340 M
|
| Hauser Brothers GmbH |
2025 Q2
|
8/11/2025 |
7
|
$100 M
|
| New Age Alpha Advisors, LLC |
2025 Q2
|
8/11/2025 |
830
|
$2.3 B
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
728
|
$600 M
|
| NewEdge Wealth, LLC |
2025 Q2
|
8/11/2025 |
964
|
$6.4 B
|
| Covestor Ltd |
2025 Q2
|
8/11/2025 |
2,892
|
$170 M
|
| Plum Street Advisors, LLC |
2025 Q2
|
8/11/2025 |
84
|
$230 M
|
| KIM, LLC |
2025 Q2
|
8/11/2025 |
77
|
$860 M
|
| Birnam Oak Advisors, LP |
2025 Q2
|
8/11/2025 |
36
|
$340 M
|
| Mosaic Advisors LLC |
2025 Q2
|
8/11/2025 |
17
|
$68 M
|
| Summit Rock Advisors, LP |
2025 Q2
|
8/11/2025 |
1
|
$360 k
|
| INSIGHT 2811, INC. |
2025 Q2
|
8/11/2025 |
87
|
$210 M
|
| CONQUIS FINANCIAL LLC |
2025 Q2
|
8/11/2025 |
55
|
$100 M
|
| AVISO WEALTH MANAGEMENT |
2025 Q2
|
8/11/2025 |
144
|
$210 M
|
| Wilkinson Global Asset Management LLC |
2025 Q2
|
8/11/2025 |
106
|
$1.6 B
|
| LCNB CORP |
2025 Q2
|
8/11/2025 |
186
|
$280 M
|
| Nikko Asset Management Americas, Inc. |
2025 Q2
|
8/11/2025 |
190
|
$10 B
|
| Cape Ann Asset Management Ltd |
2025 Q2
|
8/11/2025 |
9
|
$230 M
|
| Schiavi & Co LLC |
2025 Q2
|
8/11/2025 |
40
|
$290 M
|
| Oder Investment Management, LLC |
2025 Q2
|
8/11/2025 |
97
|
$130 M
|
| KOCH INDUSTRIES LLC |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| Monashee Investment Management LLC |
2025 Q2
|
8/11/2025 |
57
|
$280 M
|
| ALTERNA WEALTH MANAGEMENT, INC |
2025 Q2
|
8/11/2025 |
105
|
$120 M
|
| Guidance Point Advisors, LLC |
2025 Q2
|
8/11/2025 |
86
|
$390 M
|
| Greykasell Wealth Strategies, Inc. |
2025 Q2
|
8/11/2025 |
311
|
$210 M
|
| CULBERTSON A N & CO INC |
2025 Q2
|
8/11/2025 |
127
|
$650 M
|
| INVENIO WEALTH PARTNERS LLC |
2025 Q2
|
8/11/2025 |
94
|
$250 M
|
| Pinnacle Wealth Planning Services, Inc. |
2025 Q2
|
8/11/2025 |
453
|
$760 M
|
| WASHINGTON STATE INVESTMENT BOARD |
2025 Q2
|
8/11/2025 |
2
|
$260 M
|
| McDonough Capital Management, Inc |
2025 Q2
|
8/11/2025 |
51
|
$180 M
|
| Lighthouse Financial LLC |
2025 Q2
|
8/11/2025 |
68
|
$130 M
|
| Frank, Rimerman Advisors LLC |
2025 Q2
|
8/11/2025 |
561
|
$1.5 B
|
| Nordwand Advisors, LLC |
2025 Q2
|
8/11/2025 |
174
|
$640 M
|
| PROMETHIUM ADVISORS,LLC |
2025 Q2
|
8/11/2025 |
114
|
$160 M
|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
148
|
$220 M
|
| WPG Advisers, LLC |
2025 Q2
|
8/11/2025 |
1,428
|
$120 M
|
| SHARPEPOINT LLC |
2025 Q2
|
8/11/2025 |
43
|
$97 M
|
| Addison Capital Co |
2025 Q2
|
8/11/2025 |
147
|
$290 M
|
| Long Road Investment Counsel, LLC |
2025 Q2
|
8/11/2025 |
80
|
$270 M
|
| Battery Global Advisors, LLC |
2025 Q2
|
8/11/2025 |
142
|
$200 M
|
| Strategic Wealth Partners, Ltd. |
2025 Q2
|
8/11/2025 |
1,156
|
$1.3 B
|
| MINDSET WEALTH MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
153
|
$310 M
|
| Explore Capital Management, LLC |
2025 Q2
|
8/11/2025 |
17
|
$140 M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
72
|
$190 M
|
| Rhino Investment Partners, Inc |
2025 Q2 - RESTATEMENT
|
8/11/2025 |
34
|
$370 M
|
| Elequin Capital, LP |
2025 Q2
|
8/11/2025 |
371
|
$760 M
|
| GKV Capital Management Co., Inc. |
2025 Q2
|
8/11/2025 |
86
|
$230 M
|
| PRINCIPAL SECURITIES, INC. |
2025 Q2
|
8/11/2025 |
3,679
|
$5.3 B
|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
2025 Q2
|
8/11/2025 |
1,886
|
$26 B
|
| RIT CAPITAL PARTNERS PLC |
2025 Q2
|
8/11/2025 |
20
|
$800 M
|
| GFI Investment Counsel Ltd. |
2025 Q2
|
8/11/2025 |
21
|
$920 M
|
| RIT CAPITAL PARTNERS PLC |
2025 Q1 - NEW HOLDINGS
|
8/11/2025 |
1
|
$20 M
|
| RIT CAPITAL PARTNERS PLC |
2024 Q4 - NEW HOLDINGS
|
8/11/2025 |
1
|
$20 M
|
| Moerus Capital Management LLC |
2025 Q2
|
8/11/2025 |
14
|
$230 M
|
| Berkeley, Inc |
2025 Q2
|
8/11/2025 |
75
|
$280 M
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2025 Q2
|
8/11/2025 |
678
|
$1.5 B
|
| Goodman Financial Corp |
2025 Q2
|
8/11/2025 |
66
|
$500 M
|
| Bellwether Advisors, LLC |
2025 Q2
|
8/11/2025 |
599
|
$590 M
|
| CLARK ESTATES INC/NY |
2025 Q2
|
8/11/2025 |
97
|
$450 M
|
| Greenbrier Partners Capital Management, LLC |
2025 Q2
|
8/11/2025 |
13
|
$1.4 B
|
| Strategic Equity Management |
2025 Q2
|
8/11/2025 |
70
|
$270 M
|
| Krane Funds Advisors LLC |
2025 Q2
|
8/11/2025 |
138
|
$2.5 B
|
| Resurgent Financial Advisors LLC |
2025 Q2
|
8/11/2025 |
186
|
$180 M
|
| WBI INVESTMENTS, LLC |
2025 Q2
|
8/11/2025 |
415
|
$390 M
|
| Westover Capital Advisors, LLC |
2025 Q2
|
8/11/2025 |
224
|
$500 M
|
| Mount Lucas Management LP |
2025 Q2
|
8/11/2025 |
159
|
$230 M
|