| 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
|
| Schreiber John |
2025 Q1
|
5/9/2025 |
1
|
$0
|
| Leisure Capital Management |
2025 Q1
|
5/9/2025 |
136
|
$240 M
|
| ACIMA PRIVATE WEALTH, LLC |
2025 Q1
|
5/9/2025 |
180
|
$280 M
|
| ITHAKA GROUP LLC |
2025 Q1
|
5/9/2025 |
37
|
$490 M
|
| John & Kathleen Schreiber Foundation |
2025 Q1
|
5/9/2025 |
4
|
$140 M
|
| VISION FINANCIAL MARKETS LLC |
2025 Q1
|
5/9/2025 |
443
|
$92 M
|
| Hengistbury Investment Partners LLP |
2025 Q1
|
5/9/2025 |
5
|
$170 M
|
| WEST MICHIGAN ADVISORS, LLC |
2025 Q1
|
5/9/2025 |
212
|
$300 M
|
| Schreiber Kathleen |
2025 Q1
|
5/9/2025 |
1
|
$0
|
| Topel & Distasi Wealth Management, LLC |
2025 Q1
|
5/9/2025 |
73
|
$210 M
|
| Financial Connections Group, Inc. |
2025 Q1
|
5/9/2025 |
255
|
$220 M
|
| AMERICAN EXPRESS CO |
2025 Q1
|
5/9/2025 |
3
|
$1.1 B
|
| AMERICAN EXPRESS CO |
2024 Q4 - NEW HOLDINGS
|
5/9/2025 |
1
|
$640 k
|
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/9/2025 |
203
|
$470 M
|
| Nalanda India Fund LTD |
2025 Q1
|
5/9/2025 |
1
|
$180 M
|
| AMERICAN EXPRESS CO |
2024 Q3 - NEW HOLDINGS
|
5/9/2025 |
1
|
$310 k
|
| AMERICAN EXPRESS CO |
2024 Q1 - NEW HOLDINGS
|
5/9/2025 |
1
|
$530 k
|
| Nalanda India Equity Fund Ltd |
2025 Q1
|
5/9/2025 |
2
|
$760 M
|
| STRATEGY ASSET MANAGERS LLC |
2025 Q1
|
5/9/2025 |
242
|
$490 M
|
| AMERICAN EXPRESS CO |
2024 Q2 - NEW HOLDINGS
|
5/9/2025 |
1
|
$540 k
|
| Encompass More Asset Management |
2025 Q1
|
5/9/2025 |
192
|
$340 M
|
| American Assets Investment Management, LLC |
2025 Q1 - RESTATEMENT
|
5/9/2025 |
146
|
$1.1 B
|
| Diana Davis Spencer Foundation |
2025 Q1
|
5/9/2025 |
4
|
$290 M
|
| AMERICAN EXPRESS CO |
2023 Q4 - NEW HOLDINGS
|
5/9/2025 |
1
|
$460 k
|
| Aquire Wealth Advisors, LLC |
2025 Q1
|
5/9/2025 |
48
|
$320 M
|
| Commonwealth Retirement Investments LLC |
2025 Q1
|
5/9/2025 |
95
|
$250 M
|
| BCR Wealth Strategies, LLC |
2025 Q1
|
5/9/2025 |
26
|
$230 M
|
| WASHINGTON GROWTH STRATEGIES LLC |
2025 Q1
|
5/9/2025 |
43
|
$110 k
|
| Shaker Financial Services, LLC |
2025 Q1
|
5/9/2025 |
153
|
$260 M
|
| Horizon Family Wealth, Inc. |
2025 Q1
|
5/9/2025 |
101
|
$150 M
|
| CARY STREET PARTNERS FINANCIAL LLC |
2025 Q1
|
5/9/2025 |
1,331
|
$3.2 B
|
| Advyzon Investment Management, LLC |
2025 Q1
|
5/9/2025 |
416
|
$280 M
|