| B&I Capital AG |
2025 Q1
|
5/6/2025 |
30
|
$310 M
|
| Blue Pool Management Ltd. |
2025 Q1
|
5/6/2025 |
1
|
$50 M
|
| Johns Hopkins University |
2025 Q1
|
5/6/2025 |
15
|
$2.7 B
|
| Next Level Wealth Planning, LLC |
2025 Q1
|
5/6/2025 |
49
|
$130 M
|
| VCI Wealth Management LLC |
2025 Q1
|
5/6/2025 |
102
|
$240 M
|
| Fractal Investments LLC |
2025 Q1
|
5/6/2025 |
73
|
$720 M
|
| PIER 88 INVESTMENT PARTNERS LLC |
2025 Q1
|
5/6/2025 |
104
|
$520 M
|
| United Bank |
2025 Q1
|
5/6/2025 |
113
|
$240 M
|
| Bank Julius Baer & Co. Ltd, Zurich |
2025 Q1
|
5/6/2025 |
617
|
$31 B
|
| Wesleyan Assurance Society |
2025 Q1
|
5/6/2025 |
107
|
$1.3 B
|
| Bpifrance SA |
2025 Q1
|
5/6/2025 |
3
|
$2.3 B
|
| Maytree Asset Management Ltd |
2025 Q1
|
5/6/2025 |
16
|
$56 M
|
| Universal- Beteiligungs- und Servicegesellschaft mbH |
2025 Q1
|
5/6/2025 |
1,986
|
$50 B
|
| Sanofi |
2025 Q1
|
5/6/2025 |
9
|
$170 M
|
| CHOREO, LLC |
2025 Q1
|
5/6/2025 |
1,440
|
$6.4 B
|
| Crystal Rock Capital Management |
2025 Q1
|
5/6/2025 |
27
|
$150 M
|
| Tabor Asset Management, LP |
2025 Q1 - RESTATEMENT
|
5/5/2025 |
38
|
$120 M
|
| PATHWAY CAPITAL MANAGEMENT, LP |
2025 Q1
|
5/5/2025 |
5
|
$17 M
|
| Windle Wealth, LLC |
2025 Q1
|
5/5/2025 |
31
|
$190 M
|
| FAGAN ASSOCIATES, INC. |
2025 Q1
|
5/5/2025 |
124
|
$600 M
|
| Regency Capital Management Inc.\DE |
2025 Q1
|
5/5/2025 |
43
|
$170 M
|
| Obermeyer Wealth Partners |
2025 Q1
|
5/5/2025 |
262
|
$1.9 B
|
| Ignite Planners, LLC |
2025 Q1
|
5/5/2025 |
329
|
$510 M
|
| PFG Advisors |
2025 Q1
|
5/5/2025 |
695
|
$1.8 B
|
| Hartford Funds Management Co LLC |
2025 Q1
|
5/5/2025 |
99
|
$1.1 B
|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/5/2025 |
126
|
$220 M
|
| Nelson Capital Management, LLC |
2025 Q1
|
5/5/2025 |
101
|
$580 M
|
| Oakwell Private Wealth Management, LLC |
2025 Q1
|
5/5/2025 |
68
|
$360 M
|
| Ascension Capital Advisors, Inc. |
2025 Q1
|
5/5/2025 |
36
|
$220 M
|
| Four Tree Island Advisory LLC |
2025 Q1
|
5/5/2025 |
21
|
$140 M
|
| Financial Sense Advisors, Inc. |
2025 Q1
|
5/5/2025 |
114
|
$360 M
|
| Riverpoint Wealth Management Holdings, LLC |
2025 Q1
|
5/5/2025 |
54
|
$390 M
|
| Babb Wealth Advisors LLC |
2025 Q1
|
5/5/2025 |
19
|
$120 M
|
| GREENWOOD GEARHART INC |
2025 Q1
|
5/5/2025 |
106
|
$1.4 B
|
| Garner Asset Management Corp |
2025 Q1
|
5/5/2025 |
155
|
$230 M
|
| Y-Intercept (Hong Kong) Ltd |
2025 Q1
|
5/5/2025 |
1,142
|
$1.5 B
|
| Kennondale Capital Management LLC |
2025 Q1
|
5/5/2025 |
81
|
$92 M
|
| Highlander Partners, L.P. |
2025 Q1
|
5/5/2025 |
48
|
$160 M
|
| Leading Securities Co Ltd |
2025 Q1
|
5/5/2025 |
4
|
$17 M
|
| GUIDANCE CAPITAL, INC |
2025 Q1
|
5/5/2025 |
196
|
$330 M
|
| Kathleen S. Wright Associates Inc. |
2025 Q1
|
5/5/2025 |
273
|
$240 M
|
| VSM Wealth Advisory, LLC |
2025 Q1
|
5/5/2025 |
497
|
$280 M
|
| WT Wealth Management |
2025 Q1
|
5/5/2025 |
124
|
$310 M
|
| VISTA CAPITAL PARTNERS, INC. |
2025 Q1
|
5/5/2025 |
113
|
$820 M
|
| Integrity Investment Advisors, LLC |
2025 Q1
|
5/5/2025 |
45
|
$110 M
|
| Anchor Capital Management Group Inc |
2025 Q1
|
5/5/2025 |
21
|
$220 M
|
| VAN STRUM & TOWNE INC. |
2025 Q1
|
5/5/2025 |
114
|
$300 M
|
| Pacific Wealth Management |
2025 Q1
|
5/5/2025 |
18
|
$180 M
|
| Winch Advisory Services, LLC |
2025 Q1
|
5/5/2025 |
504
|
$380 M
|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2025 Q1
|
5/5/2025 |
384
|
$2.7 B
|
| PARADIGM ASSET MANAGEMENT CO LLC |
2025 Q1
|
5/5/2025 |
510
|
$380 M
|
| 1776 Wealth LLC |
2025 Q1
|
5/5/2025 |
139
|
$220 M
|
| Transce3nd, LLC |
2025 Q1
|
5/5/2025 |
2,863
|
$220 M
|
| JENNISON ASSOCIATES LLC |
2025 Q1
|
5/5/2025 |
809
|
$140 B
|
| Ring Mountain Capital, LLC |
2025 Q1
|
5/5/2025 |
90
|
$130 M
|
| JDH Wealth Management, LLC |
2025 Q1
|
5/5/2025 |
47
|
$120 M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2025 Q1
|
5/5/2025 |
118
|
$230 M
|
| Creekmur Asset Management LLC |
2025 Q1
|
5/5/2025 |
785
|
$480 M
|
| HOLLENCREST CAPITAL MANAGEMENT |
2025 Q1
|
5/5/2025 |
1,139
|
$2.3 B
|
| Gradient Capital Advisors, LLC |
2025 Q1
|
5/5/2025 |
155
|
$310 M
|
| Lauterbach Financial Advisors, LLC |
2025 Q1
|
5/5/2025 |
73
|
$160 M
|
| WASHINGTON STATE INVESTMENT BOARD |
2025 Q1
|
5/5/2025 |
2
|
$260 M
|
| Mader & Shannon Wealth Management, Inc. |
2025 Q1
|
5/5/2025 |
21
|
$180 M
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2025 Q1
|
5/5/2025 |
78
|
$330 M
|
| RD Lewis Holdings, Inc. |
2025 Q1
|
5/5/2025 |
84
|
$88 M
|
| Wealth Quarterback LLC |
2025 Q1
|
5/5/2025 |
124
|
$180 M
|
| Chancellor Financial Group WB LP |
2025 Q1
|
5/5/2025 |
133
|
$120 M
|
| Genesis Wealth Advisors, LLC |
2025 Q1
|
5/5/2025 |
61
|
$120 M
|
| Carmel Capital Partners, LLC |
2025 Q1
|
5/5/2025 |
150
|
$250 M
|
| Del-Sette Capital Management, LLC |
2025 Q1
|
5/5/2025 |
35
|
$130 M
|
| WEALTH ALLIANCE, LLC |
2025 Q1
|
5/5/2025 |
516
|
$830 M
|
| WASHINGTON UNIVERSITY |
2025 Q1
|
5/5/2025 |
2
|
$110 M
|
| Cannon Financial Strategists, Inc. |
2025 Q1
|
5/5/2025 |
96
|
$580 M
|
| BINGHAM PRIVATE WEALTH, LLC |
2025 Q1
|
5/5/2025 |
152
|
$97 M
|
| BINGHAM PRIVATE WEALTH, LLC |
2024 Q4
|
5/5/2025 |
142
|
$94 M
|
| Meridian Wealth Advisors, LLC |
2025 Q1
|
5/5/2025 |
170
|
$590 M
|
| Kailix Advisors LLC |
2025 Q1
|
5/5/2025 |
8
|
$89 M
|
| LOWERY THOMAS, LLC |
2025 Q1
|
5/5/2025 |
55
|
$150 M
|
| Sargent Investment Group, LLC |
2025 Q1
|
5/5/2025 |
233
|
$630 M
|
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2025 Q1
|
5/5/2025 |
46
|
$120 M
|
| Midwest Capital Advisors, LLC |
2025 Q1
|
5/5/2025 |
182
|
$160 M
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/5/2025 |
724
|
$530 M
|
| West Wealth Group, LLC |
2025 Q1
|
5/5/2025 |
96
|
$340 M
|
| AIRE ADVISORS, LLC |
2025 Q1
|
5/5/2025 |
155
|
$470 M
|
| Peregrine Asset Advisers, Inc. |
2025 Q1
|
5/5/2025 |
161
|
$270 M
|
| Treasure Coast Financial Planning |
2025 Q1
|
5/5/2025 |
40
|
$160 M
|
| Peterson Wealth Services |
2025 Q1
|
5/5/2025 |
206
|
$320 M
|
| 4WEALTH ADVISORS, INC. |
2025 Q1
|
5/5/2025 |
125
|
$92 M
|
| Miller Financial Services LLC |
2025 Q1
|
5/5/2025 |
97
|
$70 M
|
| William Allan Corp |
2025 Q1
|
5/5/2025 |
50
|
$160 M
|
| Millstone Evans Group, LLC |
2025 Q1
|
5/5/2025 |
797
|
$150 M
|
| LOS ANGELES CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/5/2025 |
1,078
|
$23 B
|
| Wealth Dimensions Group, Ltd. |
2025 Q1
|
5/5/2025 |
161
|
$420 M
|
| Allianz Asset Management GmbH |
2025 Q1
|
5/5/2025 |
3,998
|
$76 B
|
| Emergence GP Partners, LLC |
2025 Q1
|
5/5/2025 |
4
|
$160 M
|
| Verus Financial Partners, Inc. |
2025 Q1
|
5/5/2025 |
104
|
$880 M
|
| Arcadia Wealth Management, LLC |
2025 Q1
|
5/5/2025 |
63
|
$200 M
|
| Gallacher Capital Management LLC |
2025 Q1
|
5/5/2025 |
272
|
$210 M
|
| SRH ADVISORS, LLC |
2025 Q1
|
5/5/2025 |
269
|
$320 M
|
| Lindbrook Capital, LLC |
2025 Q1
|
5/5/2025 |
2,787
|
$1.1 B
|