| CHIRON CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
119
|
$110 M
|
| QVIDTVM Management LLC |
2025 Q2
|
8/11/2025 |
8
|
$100 M
|
| GR FINANCIAL GROUP, LLC |
2025 Q2
|
8/11/2025 |
25
|
$410 M
|
| Capital Square, LLC |
2025 Q2
|
8/11/2025 |
201
|
$190 M
|
| LSV ASSET MANAGEMENT |
2025 Q2
|
8/11/2025 |
817
|
$43 B
|
| Dorsey & Whitney Trust CO LLC |
2025 Q2
|
8/11/2025 |
4,349
|
$1.9 B
|
| SYKON CAPITAL LLC |
2025 Q2
|
8/11/2025 |
84
|
$270 M
|
| GW&K Investment Management, LLC |
2025 Q2
|
8/11/2025 |
1,167
|
$11 B
|
| COZAD ASSET MANAGEMENT INC |
2025 Q2
|
8/11/2025 |
384
|
$1.0 B
|
| von Borstel & Associates, Inc. |
2025 Q2
|
8/11/2025 |
40
|
$380 M
|
| RWC ASSET ADVISORS (US) LLC |
2025 Q2
|
8/11/2025 |
16
|
$410 M
|
| WPWealth LLP |
2025 Q2
|
8/11/2025 |
90
|
$550 M
|
| Mill Creek Capital Advisors, LLC |
2025 Q2
|
8/11/2025 |
263
|
$4.5 B
|
| Pacific Ridge Capital Partners, LLC |
2025 Q2
|
8/11/2025 |
133
|
$420 M
|
| ICICI Prudential Asset Management Co Ltd |
2025 Q2
|
8/11/2025 |
156
|
$800 M
|
| BROWN BROTHERS HARRIMAN & CO |
2025 Q2
|
8/11/2025 |
1,547
|
$16 B
|
| CBIZ Investment Advisory Services, LLC |
2025 Q2
|
8/11/2025 |
742
|
$2.3 B
|
| Independent Advisor Alliance |
2025 Q2
|
8/11/2025 |
1,541
|
$3.5 B
|
| ALPS ADVISORS INC |
2025 Q2
|
8/11/2025 |
1,070
|
$17 B
|
| Cascade Wealth Advisors, Inc |
2025 Q2
|
8/11/2025 |
56
|
$180 M
|
| Prospect Hill Management, LLC |
2025 Q2
|
8/11/2025 |
15
|
$190 M
|
| Elite Financial, Inc. |
2025 Q2
|
8/11/2025 |
53
|
$200 M
|
| Private Advisor Group, LLC |
2025 Q2
|
8/11/2025 |
2,510
|
$19 B
|
| CFS Investment Advisory Services, LLC |
2025 Q2
|
8/11/2025 |
324
|
$1.2 B
|
| Parametrica Management Ltd |
2025 Q2
|
8/11/2025 |
27
|
$54 M
|
| THEORY FINANCIAL LLC |
2025 Q2
|
8/11/2025 |
84
|
$260 M
|
| WEALTHGARDEN F.S. LLC |
2025 Q2
|
8/11/2025 |
135
|
$120 M
|
| 12th Street Asset Management Company, LLC |
2025 Q2
|
8/11/2025 |
30
|
$580 M
|
| HighTower Advisors, LLC |
2025 Q2
|
8/11/2025 |
3,752
|
$80 B
|
| Core Wealth Partners LLC |
2025 Q2
|
8/11/2025 |
176
|
$200 M
|
| Avantax Planning Partners, Inc. |
2025 Q2
|
8/11/2025 |
447
|
$3.2 B
|
| EQ LLC |
2025 Q2
|
8/11/2025 |
72
|
$260 M
|
| NICOLA WEALTH MANAGEMENT LTD. |
2025 Q2
|
8/11/2025 |
104
|
$1.1 B
|
| Adaptive Financial Consulting, LLC |
2025 Q2
|
8/11/2025 |
21
|
$240 M
|
| Johnson Financial Group, LLC |
2025 Q2
|
8/11/2025 |
77
|
$1.1 B
|
| LAKE STREET PRIVATE WEALTH, LLC |
2025 Q2
|
8/11/2025 |
256
|
$700 M
|
| Algorithmic Investment Models, LLC |
2025 Q2
|
8/11/2025 |
43
|
$150 M
|
| PROTECTIVE LIFE CORP |
2025 Q2
|
8/11/2025 |
1
|
$3.5 M
|
| Somerset Group LLC |
2025 Q2
|
8/11/2025 |
60
|
$120 M
|
| Marathon Asset Management Ltd |
2025 Q2
|
8/11/2025 |
79
|
$3.1 B
|
| Fore Capital, LLC |
2025 Q2
|
8/11/2025 |
38
|
$280 M
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2025 Q2
|
8/11/2025 |
228
|
$520 M
|
| MARTINGALE ASSET MANAGEMENT L P |
2025 Q2
|
8/11/2025 |
1,127
|
$4.1 B
|
| KEYSTONE INVESTORS PTE LTD |
2025 Q2
|
8/11/2025 |
48
|
$480 M
|
| Vitruvian Partners LLP |
2025 Q2
|
8/11/2025 |
7
|
$160 M
|
| Pollock Investment Advisors, LLC |
2025 Q2
|
8/11/2025 |
40
|
$120 M
|
| Cornerstone Planning Group LLC |
2025 Q2
|
8/11/2025 |
1,529
|
$490 M
|
| Trium Capital LLP |
2025 Q2
|
8/11/2025 |
56
|
$400 M
|
| Premier Fund Managers Ltd |
2025 Q2
|
8/11/2025 |
169
|
$2.7 B
|
| Artemis Investment Management LLP |
2025 Q2
|
8/11/2025 |
192
|
$7.8 B
|
| Baldwin Investment Management, LLC |
2025 Q2
|
8/11/2025 |
209
|
$830 M
|
| ATOMVEST Ltd |
2025 Q2
|
8/11/2025 |
3
|
$53 M
|
| Harold Davidson & Associates Inc. |
2025 Q2
|
8/11/2025 |
62
|
$150 M
|
| Buckley Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
108
|
$330 M
|
| TOWER BRIDGE ADVISORS |
2025 Q2
|
8/11/2025 |
191
|
$930 M
|
| RICE HALL JAMES & ASSOCIATES, LLC |
2025 Q2
|
8/11/2025 |
247
|
$1.9 B
|
| AFBI LP |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| Atlantic Private Wealth, LLC |
2025 Q2
|
8/11/2025 |
237
|
$150 M
|
| Zeno Equity Partners LLP |
2025 Q2
|
8/11/2025 |
11
|
$230 M
|
| REAVES W H & CO INC |
2025 Q2
|
8/11/2025 |
97
|
$4.5 B
|
| TAGStone Capital, Inc. |
2025 Q2
|
8/11/2025 |
113
|
$240 M
|
| GREAT LAKES ADVISORS, LLC |
2025 Q2
|
8/11/2025 |
1,629
|
$12 B
|
| Ironsides Asset Advisors, LLC |
2025 Q2
|
8/11/2025 |
66
|
$340 M
|
| BRADLEY FOSTER & SARGENT INC/CT |
2025 Q2
|
8/11/2025 |
536
|
$6.4 B
|
| Root Financial Partners, LLC |
2025 Q2
|
8/11/2025 |
253
|
$1.0 B
|
| LONGVIEW ASSET MANAGEMENT, LLC |
2025 Q2
|
8/11/2025 |
3
|
$8.6 B
|
| HCC Manager LLC |
2025 Q2
|
8/11/2025 |
1
|
$7.6 M
|
| Crestwood Capital Management, L.P. |
2025 Q2
|
8/11/2025 |
14
|
$150 M
|
| Aptus Capital Advisors, LLC |
2025 Q2
|
8/11/2025 |
1,751
|
$12 B
|
| EntryPoint Capital, LLC |
2025 Q2
|
8/11/2025 |
590
|
$200 M
|
| Ritter Daniher Financial Advisory LLC / DE |
2025 Q2
|
8/11/2025 |
336
|
$410 M
|
| Banque Cantonale Vaudoise |
2025 Q2
|
8/11/2025 |
895
|
$2.5 B
|
| Absolute Gestao de Investimentos Ltda. |
2025 Q2
|
8/11/2025 |
57
|
$310 M
|
| Novak & Powell Financial Services, Inc. |
2025 Q2
|
8/11/2025 |
146
|
$140 M
|
| SHCP, LLC |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| Schreiber Kathleen |
2025 Q2
|
8/11/2025 |
1
|
$0
|
| Rhino Investment Partners, Inc |
2025 Q2
|
8/11/2025 |
34
|
$160 M
|
| Slagle Financial, LLC |
2025 Q2
|
8/11/2025 |
113
|
$250 M
|
| FSA Wealth Management LLC |
2025 Q2
|
8/11/2025 |
552
|
$260 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2025 Q2
|
8/11/2025 |
154
|
$8.5 B
|
| ELEMENT CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/11/2025 |
3
|
$41 M
|
| DELTA ASSET MANAGEMENT LLC/TN |
2025 Q2
|
8/11/2025 |
603
|
$1.2 B
|
| Knott David M Jr |
2025 Q2
|
8/11/2025 |
89
|
$220 M
|
| Pinnacle Financial Group, LLC / IL |
2025 Q2
|
8/11/2025 |
101
|
$300 M
|
| Primavera Capital Management Ltd |
2025 Q2
|
8/11/2025 |
3
|
$620 M
|
| Farrow Financial Inc. |
2025 Q2
|
8/11/2025 |
51
|
$160 M
|
| SOFI WEALTH, LLC |
2025 Q2
|
8/11/2025 |
46
|
$1.6 B
|
| PAX Financial Group, LLC |
2025 Q2
|
8/11/2025 |
234
|
$520 M
|
| Kazazian Asset Management, LLC |
2025 Q2
|
8/11/2025 |
46
|
$73 M
|
| Midwest Professional Planners, LTD. |
2025 Q2
|
8/11/2025 |
149
|
$380 M
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2025 Q2
|
8/11/2025 |
229
|
$780 M
|
| Alfreton Capital LLP |
2025 Q2
|
8/11/2025 |
5
|
$340 M
|
| LANDAAS & CO /WI /ADV |
2025 Q2
|
8/11/2025 |
116
|
$420 M
|
| Bulltick Wealth Management, LLC |
2025 Q2
|
8/11/2025 |
121
|
$410 M
|
| INTRUST BANK NA |
2025 Q2
|
8/11/2025 |
730
|
$1.1 B
|
| ROTHSCHILD INVESTMENT LLC |
2025 Q2
|
8/11/2025 |
3,016
|
$1.6 B
|
| Poehling Capital Management, INC. |
2025 Q2
|
8/11/2025 |
135
|
$430 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2025 Q2
|
8/11/2025 |
2,318
|
$36 B
|
| CITIGROUP INC |
2025 Q2
|
8/11/2025 |
15,854
|
$200 B
|
| Sierra Capital LLC |
2025 Q2
|
8/11/2025 |
246
|
$870 M
|