| Castle Creek Capital Partners VI, LP |
2025 Q3
|
11/5/2025 |
2
|
$56 M
|
| BHK Investment Advisors, LLC |
2025 Q3
|
11/5/2025 |
67
|
$270 M
|
| Greencape Capital Pty Ltd |
2025 Q3
|
11/5/2025 |
6
|
$410 M
|
| MCF Advisors LLC |
2025 Q3
|
11/5/2025 |
993
|
$1.6 B
|
| Alphinity Investment Management Pty Ltd |
2025 Q3
|
11/5/2025 |
54
|
$10 B
|
| Nikulski Financial, Inc. |
2025 Q3
|
11/5/2025 |
153
|
$400 M
|
| Kinsale Capital Group, Inc. |
2025 Q3
|
11/5/2025 |
38
|
$550 M
|
| Prudent Man Investment Management, Inc. |
2025 Q3
|
11/5/2025 |
179
|
$180 M
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2025 Q3
|
11/5/2025 |
945
|
$4.7 B
|
| B.O.S.S. Retirement Advisors, LLC |
2025 Q3
|
11/5/2025 |
195
|
$420 M
|
| CORRECT CAPITAL WEALTH MANAGEMENT |
2025 Q3
|
11/5/2025 |
132
|
$610 M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2025 Q3
|
11/5/2025 |
418
|
$340 M
|
| LOWE BROCKENBROUGH & CO INC |
2025 Q3
|
11/5/2025 |
334
|
$1.9 B
|
| Buttonwood Financial Group, LLC |
2025 Q3
|
11/5/2025 |
31
|
$230 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q3
|
11/5/2025 |
59
|
$150 M
|
| AMERICAN ASSET MANAGEMENT INC. |
2025 Q3
|
11/5/2025 |
30
|
$110 M
|
| Austin Wealth Management, LLC |
2025 Q3
|
11/5/2025 |
161
|
$640 M
|
| Trivant Custom Portfolio Group, LLC |
2025 Q3
|
11/5/2025 |
84
|
$190 M
|
| American Assets Investment Management, LLC |
2025 Q3
|
11/5/2025 |
142
|
$1.4 B
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q3
|
11/5/2025 |
327
|
$1.0 B
|
| TOYOTA MOTOR CORP/ |
2025 Q3
|
11/5/2025 |
6
|
$5.1 B
|
| First National Bank of Hutchinson |
2025 Q3
|
11/5/2025 |
172
|
$190 M
|
| Chapman Investment Management, LLC |
2025 Q3
|
11/5/2025 |
29
|
$140 M
|
| GR FINANCIAL GROUP, LLC |
2025 Q3
|
11/5/2025 |
27
|
$430 M
|
| ALPS ADVISORS INC |
2025 Q3
|
11/5/2025 |
1,067
|
$18 B
|
| Paladin Advisory Group, LLC |
2025 Q3
|
11/5/2025 |
239
|
$130 M
|
| Hurlow Wealth Management Group, Inc. |
2025 Q3
|
11/5/2025 |
119
|
$390 M
|
| 1888 Investments, LLC |
2025 Q3
|
11/5/2025 |
3
|
$1.9 M
|
| Arkfeld Wealth Strategies, L.L.C. |
2025 Q3
|
11/5/2025 |
114
|
$270 M
|
| a16z Perennial Management, L.P. |
2025 Q3
|
11/5/2025 |
144
|
$1.3 B
|
| Councilmark Asset Management, LLC |
2025 Q3
|
11/5/2025 |
86
|
$170 M
|
| Moloney Securities Asset Management, LLC |
2025 Q3
|
11/5/2025 |
497
|
$840 M
|
| Timonier Family Office, LTD. |
2025 Q3
|
11/5/2025 |
58
|
$310 M
|
| Canada Post Corp Registered Pension Plan |
2025 Q3
|
11/5/2025 |
492
|
$2.3 B
|
| RENAISSANCE GROUP LLC |
2025 Q3
|
11/5/2025 |
239
|
$2.7 B
|
| TWIN CAPITAL MANAGEMENT INC |
2025 Q3
|
11/5/2025 |
259
|
$790 M
|
| Sensible Financial Planning & Management, LLC. |
2025 Q3
|
11/5/2025 |
31
|
$550 M
|
| Anson Capital, Inc. |
2025 Q3
|
11/5/2025 |
81
|
$130 M
|
| Greater Midwest Financial Group, LLC |
2025 Q3
|
11/5/2025 |
61
|
$150 M
|
| Runnymede Capital Advisors, Inc. |
2025 Q3
|
11/5/2025 |
70
|
$120 M
|
| GARLAND CAPITAL MANAGEMENT INC |
2025 Q3
|
11/5/2025 |
21
|
$7.3 M
|
| Trace Wealth Advisors, LLC |
2025 Q3
|
11/5/2025 |
68
|
$130 M
|
| Prime Buchholz LLC |
2025 Q3
|
11/5/2025 |
20
|
$180 M
|
| Progressive Investment Management Corp |
2025 Q3
|
11/5/2025 |
55
|
$410 M
|
| Old West Investment Management, LLC |
2025 Q3
|
11/5/2025 |
86
|
$440 M
|
| Sherman Asset Management, Inc. |
2025 Q3
|
11/5/2025 |
143
|
$120 M
|
| THOR TRADING ADVISORS, LLC |
2025 Q3
|
11/5/2025 |
13
|
$200 M
|
| Wealthquest Corp |
2025 Q3
|
11/5/2025 |
46
|
$1.3 B
|
| TenCore Partners, LP |
2025 Q3
|
11/5/2025 |
12
|
$230 M
|
| RENASANT BANK |
2025 Q3
|
11/5/2025 |
264
|
$160 M
|
| Wescott Financial Advisory Group, LLC |
2025 Q3
|
11/5/2025 |
193
|
$1.1 B
|
| Ledyard National Bank |
2025 Q3
|
11/5/2025 |
317
|
$1.1 B
|
| Murphy Pohlad Asset Management LLC |
2025 Q3
|
11/5/2025 |
126
|
$250 M
|
| Heritage Wealth Management, Inc. /CA/ |
2025 Q3
|
11/5/2025 |
92
|
$150 M
|
| Axim Planning & Wealth |
2025 Q3
|
11/5/2025 |
83
|
$130 M
|
| APPLETON PARTNERS INC/MA |
2025 Q3
|
11/5/2025 |
256
|
$1.5 B
|
| Wellington Shields Capital Management, LLC |
2025 Q3
|
11/5/2025 |
335
|
$660 M
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
2025 Q3
|
11/5/2025 |
91
|
$220 M
|
| Pacific Wealth Strategies Group, Inc. |
2025 Q3
|
11/5/2025 |
64
|
$160 M
|
| Ironwood Investment Counsel, LLC |
2025 Q3
|
11/5/2025 |
263
|
$690 M
|
| Elyxium Wealth, LLC |
2025 Q3
|
11/5/2025 |
566
|
$290 M
|
| THOMPSON DAVIS & CO., INC. |
2025 Q3
|
11/5/2025 |
148
|
$160 M
|
| Wellington Shields & Co., LLC |
2025 Q3
|
11/5/2025 |
324
|
$380 M
|
| Fortitude Advisory Group L.L.C. |
2025 Q3
|
11/5/2025 |
216
|
$190 M
|
| Koesten, Hirschmann & Crabtree, INC. |
2025 Q3
|
11/5/2025 |
286
|
$210 M
|
| Soundwatch Capital LLC |
2025 Q3
|
11/5/2025 |
39
|
$620 M
|
| Altiora Financial Group, LLC |
2025 Q3
|
11/5/2025 |
94
|
$550 M
|
| RBA Wealth Management, LLC |
2025 Q3
|
11/5/2025 |
93
|
$290 M
|
| Aft, Forsyth & Sober, LLC |
2025 Q3
|
11/5/2025 |
56
|
$320 M
|
| Share Andrew L. |
2025 Q3
|
11/5/2025 |
16
|
$140 M
|
| Kraft, Davis & Associates, LLC |
2025 Q3
|
11/5/2025 |
146
|
$410 M
|
| CAPE COD FIVE CENTS SAVINGS BANK |
2025 Q2
|
11/5/2025 |
305
|
$1.1 B
|
| Carlson Capital, L.P. |
2025 Q3
|
11/5/2025 |
63
|
$270 M
|
| Concord Asset Management, LLC/VA |
2025 Q3
|
11/5/2025 |
121
|
$550 M
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2025 Q3
|
11/5/2025 |
944
|
$21 B
|
| Eukles Asset Management |
2025 Q3
|
11/5/2025 |
239
|
$260 M
|
| SPINNAKER TRUST |
2025 Q3
|
11/5/2025 |
333
|
$1.8 B
|
| Concord Wealth Partners |
2025 Q3
|
11/5/2025 |
833
|
$720 M
|
| Cannae Holdings, Inc. |
2025 Q3
|
11/5/2025 |
4
|
$190 M
|
| CEERA INVESTMENTS, LLC |
2025 Q3
|
11/5/2025 |
110
|
$320 M
|
| MMA ASSET MANAGEMENT LLC |
2025 Q3
|
11/5/2025 |
302
|
$300 M
|
| DURANTE & WATERS, LLC |
2025 Q3
|
11/5/2025 |
33
|
$140 M
|
| Client First Capital LLC |
2025 Q3
|
11/5/2025 |
22
|
$220 M
|
| Capital Investment Advisory Services, LLC |
2025 Q3
|
11/5/2025 |
1,084
|
$1.3 B
|
| Financial & Tax Architects, LLC |
2025 Q3
|
11/5/2025 |
104
|
$450 M
|
| TAGStone Capital, Inc. |
2025 Q3
|
11/5/2025 |
117
|
$250 M
|
| Compass Financial Group, Inc. |
2025 Q3
|
11/5/2025 |
46
|
$220 M
|
| Aurdan Capital Management, LLC |
2025 Q3
|
11/5/2025 |
90
|
$310 M
|
| IDG China Capital Fund III Associates L.P. |
2025 Q3
|
11/5/2025 |
3
|
$1.6 B
|
| Prime Capital Investment Advisors, LLC |
2025 Q3
|
11/5/2025 |
1,045
|
$8.0 B
|
| M.D. Sass, LLC |
2025 Q3
|
11/5/2025 |
35
|
$1.2 B
|
| Next Capital Management LLC |
2025 Q3
|
11/5/2025 |
139
|
$300 M
|
| Virtus Family Office LLC |
2025 Q3
|
11/5/2025 |
52
|
$110 M
|
| SlateStone Wealth, LLC |
2025 Q3
|
11/5/2025 |
293
|
$1.2 B
|
| Rodgers & Associates, LTD |
2025 Q3
|
11/5/2025 |
105
|
$970 M
|
| IDG Technology Venture Investment IV, LLC |
2025 Q3
|
11/5/2025 |
1
|
$58 M
|
| Kintegral Advisory, LLC |
2025 Q3
|
11/5/2025 |
235
|
$1.2 B
|
| CORNERSTONE ENTERPRISES, LLC |
2025 Q3
|
11/5/2025 |
32
|
$200 M
|
| Solitude Financial Services |
2025 Q3
|
11/5/2025 |
37
|
$290 M
|
| IDG China Venture Capital Fund V Associates L.P. |
2025 Q3
|
11/5/2025 |
1
|
$160 M
|