| Coign Capital Advisors LLC |
2025 Q1
|
5/9/2025 |
76
|
$130 M
|
| ASR Vermogensbeheer N.V. |
2025 Q1
|
5/9/2025 |
571
|
$6.8 B
|
| Summit Rock Advisors, LP |
2025 Q1
|
5/9/2025 |
2
|
$140 M
|
| Blue Barn Wealth, LLC |
2025 Q1
|
5/9/2025 |
149
|
$190 M
|
| PARK CIRCLE Co |
2025 Q1
|
5/9/2025 |
111
|
$110 M
|
| KEB ASSET MANAGEMENT, LLC |
2025 Q1
|
5/9/2025 |
82
|
$350 M
|
| Keeler Thomas Management LLC |
2025 Q1
|
5/9/2025 |
76
|
$200 M
|
| Carlyle Group Inc. |
2025 Q1
|
5/9/2025 |
23
|
$3.8 B
|
| WAYCROSS PARTNERS, LLC |
2025 Q1
|
5/9/2025 |
63
|
$890 M
|
| 1834 INVESTMENT ADVISORS CO |
2025 Q1
|
5/9/2025 |
212
|
$780 M
|
| ONTARIO TEACHERS PENSION PLAN BOARD |
2025 Q1
|
5/9/2025 |
415
|
$6.7 B
|
| ALTFEST L J & CO INC |
2025 Q1
|
5/9/2025 |
319
|
$800 M
|
| CVentures, Inc. |
2025 Q1
|
5/9/2025 |
1
|
$0
|
| KOCH INDUSTRIES LLC |
2025 Q1
|
5/9/2025 |
1
|
$0
|
| Arjuna Capital |
2025 Q1
|
5/9/2025 |
113
|
$360 M
|
| CenterBook Partners LP |
2025 Q1
|
5/9/2025 |
466
|
$1.6 B
|
| DELTA AIR LINES, INC. |
2025 Q1
|
5/9/2025 |
2
|
$330 M
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2025 Q1 - RESTATEMENT
|
5/9/2025 |
1,414
|
$8.7 B
|
| Solutions 4 Wealth, Ltd |
2025 Q1
|
5/9/2025 |
52
|
$57 M
|
| Silver Oak Advisory Group, Inc. |
2025 Q1
|
5/9/2025 |
65
|
$190 M
|
| GAGNON SECURITIES LLC |
2025 Q1
|
5/9/2025 |
98
|
$450 M
|
| Northern Capital Management, Inc. |
2025 Q1
|
5/9/2025 |
43
|
$150 M
|
| Taika Capital, LP |
2025 Q1
|
5/9/2025 |
1
|
$0
|
| R. W. Roge & Company, Inc. |
2025 Q1
|
5/9/2025 |
54
|
$180 M
|
| KEYNOTE FINANCIAL SERVICES LLC |
2025 Q1
|
5/9/2025 |
158
|
$140 M
|
| Belvedere Trading LLC |
2025 Q1
|
5/9/2025 |
681
|
$89 B
|
| Evolution Advisers, Inc. |
2025 Q1
|
5/9/2025 |
161
|
$190 M
|
| Headlands Technologies LLC |
2025 Q1
|
5/9/2025 |
1,101
|
$880 M
|
| TRAVELERS COMPANIES, INC. |
2025 Q1
|
5/9/2025 |
3
|
$120 M
|
| University of Illinois Foundation |
2025 Q1
|
5/9/2025 |
7
|
$320 M
|
| Battery Global Advisors, LLC |
2025 Q1
|
5/9/2025 |
139
|
$180 M
|
| TRV GP VI, LLC |
2025 Q1
|
5/9/2025 |
4
|
$42 M
|
| TRV GP IV, LLC |
2025 Q1
|
5/9/2025 |
3
|
$93 M
|
| TRV GP V, LLC |
2025 Q1
|
5/9/2025 |
4
|
$130 M
|
| DEUTSCHE BANK AG\ |
2025 Q1
|
5/9/2025 |
13,354
|
$250 B
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
2025 Q1
|
5/9/2025 |
342
|
$1.2 B
|
| Provident Investment Management, Inc. |
2025 Q1
|
5/9/2025 |
71
|
$1.1 B
|
| CITIZENS FINANCIAL GROUP INC/RI |
2025 Q1
|
5/9/2025 |
807
|
$5.1 B
|
| Navigoe, LLC |
2025 Q1
|
5/9/2025 |
179
|
$120 M
|
| ABRAMS CAPITAL MANAGEMENT, L.P. |
2025 Q1
|
5/9/2025 |
13
|
$5.6 B
|
| CONQUIS FINANCIAL LLC |
2025 Q1
|
5/9/2025 |
60
|
$96 M
|
| CORBYN INVESTMENT MANAGEMENT INC/MD |
2025 Q1
|
5/9/2025 |
63
|
$270 M
|
| HARVARD MANAGEMENT CO INC |
2025 Q1
|
5/9/2025 |
14
|
$1.1 B
|
| Cornerstone Advisors, LLC |
2025 Q1
|
5/9/2025 |
267
|
$2.3 B
|
| Silver Lake Group, L.L.C. |
2025 Q1
|
5/9/2025 |
15
|
$5.5 B
|
| Briaud Financial Planning, Inc |
2025 Q1
|
5/9/2025 |
209
|
$250 M
|
| Technology Crossover Management XI, Ltd. |
2025 Q1
|
5/9/2025 |
3
|
$980 M
|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
2025 Q1
|
5/9/2025 |
86
|
$930 M
|
| Technology Crossover Management X, Ltd. |
2025 Q1
|
5/9/2025 |
6
|
$680 M
|
| Technology Crossover Management IX, Ltd. |
2025 Q1
|
5/9/2025 |
6
|
$1.1 B
|
| Wharton Business Group, LLC |
2025 Q1
|
5/9/2025 |
137
|
$2.2 B
|
| JW Asset Management, LLC |
2025 Q1
|
5/9/2025 |
18
|
$180 M
|
| PRIMECAP MANAGEMENT CO/CA/ |
2025 Q1
|
5/9/2025 |
335
|
$120 B
|
| Greykasell Wealth Strategies, Inc. |
2025 Q1
|
5/9/2025 |
344
|
$190 M
|
| Technology Crossover Management VIII, Ltd. |
2025 Q1
|
5/9/2025 |
6
|
$470 M
|
| HIGHLAND PEAK CAPITAL, LLC |
2025 Q1
|
5/9/2025 |
9
|
$140 M
|
| WELCH CAPITAL PARTNERS LLC/NY |
2025 Q1
|
5/9/2025 |
23
|
$420 M
|
| Hemington Wealth Management |
2025 Q1
|
5/9/2025 |
1,742
|
$640 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2025 Q1
|
5/9/2025 |
3
|
$46 B
|
| CM Management, LLC |
2025 Q1
|
5/9/2025 |
55
|
$100 M
|
| Ball & Co Wealth Management Inc. |
2025 Q1
|
5/9/2025 |
71
|
$93 M
|
| ROBERTS GLORE & CO INC /IL/ |
2025 Q1
|
5/9/2025 |
201
|
$330 M
|
| Tidemark, LLC |
2025 Q1
|
5/9/2025 |
704
|
$270 M
|
| Fi3 FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/9/2025 |
137
|
$250 M
|
| Nicholas Hoffman & Company, LLC. |
2025 Q1
|
5/9/2025 |
285
|
$2.6 B
|
| JENSEN INVESTMENT MANAGEMENT INC |
2025 Q1
|
5/9/2025 |
84
|
$9.0 B
|
| Leeward Financial Partners, LLC |
2025 Q1
|
5/9/2025 |
86
|
$270 M
|
| WealthShield Partners, LLC |
2025 Q1
|
5/9/2025 |
533
|
$780 M
|
| Warburton Capital Management, LLC |
2025 Q1
|
5/9/2025 |
49
|
$140 M
|
| AXS Investments LLC |
2025 Q1
|
5/9/2025 |
202
|
$360 M
|
| Lester Murray Antman dba SimplyRich |
2025 Q1
|
5/9/2025 |
214
|
$350 M
|
| EXENCIAL WEALTH ADVISORS, LLC |
2025 Q1
|
5/9/2025 |
501
|
$2.7 B
|
| VANGUARD GROUP INC |
2025 Q1
|
5/9/2025 |
16,744
|
$5.5 T
|
| Palacios Wealth Management, LLC |
2025 Q1
|
5/9/2025 |
64
|
$130 M
|
| Atlantic Private Wealth, LLC |
2025 Q1
|
5/9/2025 |
209
|
$140 M
|
| SoundView Advisors Inc. |
2025 Q1
|
5/9/2025 |
33
|
$240 M
|
| PLANNING ALTERNATIVES LTD /ADV |
2025 Q1
|
5/9/2025 |
76
|
$650 M
|
| GOLDMAN SACHS GROUP INC |
2025 Q1
|
5/9/2025 |
12,510
|
$620 B
|
| CAMPBELL CAPITAL MANAGEMENT INC |
2025 Q1
|
5/9/2025 |
60
|
$170 M
|
| PrairieView Partners, LLC |
2025 Q1
|
5/9/2025 |
387
|
$960 M
|
| Broadcrest Asset Management, LLC |
2025 Q1
|
5/9/2025 |
4
|
$53 M
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/9/2025 |
212
|
$9.7 B
|
| NATURAL INVESTMENTS, LLC |
2025 Q1
|
5/9/2025 |
246
|
$350 M
|
| MGB Wealth Management, LLC |
2025 Q1
|
5/9/2025 |
313
|
$280 M
|
| Legacy Capital Group California, Inc. |
2025 Q1
|
5/9/2025 |
306
|
$290 M
|
| TWIN CITY PRIVATE WEALTH, LLC |
2025 Q1
|
5/9/2025 |
94
|
$110 M
|
| Ritter Daniher Financial Advisory LLC / DE |
2025 Q1
|
5/9/2025 |
310
|
$370 M
|
| Cascade Wealth Advisors, Inc |
2025 Q1
|
5/9/2025 |
41
|
$140 M
|
| CLEAR INVESTMENT RESEARCH, LLC |
2025 Q1
|
5/9/2025 |
230
|
$75 M
|
| Bluegrass Capital Partners LP |
2025 Q1
|
5/9/2025 |
11
|
$120 M
|
| RENASANT BANK |
2025 Q1
|
5/9/2025 |
277
|
$150 M
|
| Prime Buchholz LLC |
2025 Q1
|
5/9/2025 |
23
|
$290 M
|
| Wallington Asset Management, LLC |
2025 Q1
|
5/9/2025 |
94
|
$690 M
|
| Wealthspire Advisors, LLC |
2025 Q1
|
5/9/2025 |
921
|
$17 B
|
| Investidor Profissional Gestao de Recursos Ltda. |
2025 Q1
|
5/9/2025 |
27
|
$160 M
|
| Annis Gardner Whiting Capital Advisors, LLC |
2025 Q1
|
5/9/2025 |
737
|
$240 M
|
| Comprehensive Financial Planning, Inc./PA |
2025 Q1
|
5/9/2025 |
330
|
$100 M
|
| INVESTMENT COUNSEL CO OF NEVADA |
2025 Q1
|
5/9/2025 |
71
|
$44 M
|
| Keener Financial Planning LLC |
2025 Q1
|
5/9/2025 |
184
|
$150 M
|
| Pine Ridge Advisers LLC |
2025 Q1
|
5/9/2025 |
35
|
$1.2 B
|