| Curative Ventures V LLC |
2025 Q3
|
11/3/2025 |
1
|
$34 M
|
| CORRADO ADVISORS, LLC |
2025 Q3
|
11/3/2025 |
118
|
$190 M
|
| Financial Security Advisor, Inc. |
2025 Q3
|
11/3/2025 |
144
|
$470 M
|
| Stack Financial Management, Inc |
2025 Q3
|
11/3/2025 |
51
|
$1.2 B
|
| Private Wealth Asset Management, LLC |
2025 Q3
|
11/3/2025 |
1,093
|
$850 M
|
| Activest Wealth Management |
2025 Q3
|
11/3/2025 |
1,230
|
$490 M
|
| GREAT LAKES ADVISORS, LLC |
2025 Q3
|
11/3/2025 |
1,681
|
$12 B
|
| Stone Ridge Holdings Group LP |
2025 Q3
|
11/3/2025 |
13
|
$140 M
|
| FIDELIS CAPITAL PARTNERS, LLC |
2025 Q3
|
11/3/2025 |
489
|
$1.3 B
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q2 - RESTATEMENT
|
11/3/2025 |
381
|
$1.5 B
|
| FLOSSBACH VON STORCH SE |
2025 Q3
|
11/3/2025 |
119
|
$25 B
|
| one8zero8, LLC |
2025 Q3
|
11/3/2025 |
252
|
$460 M
|
| JSF Financial, LLC |
2025 Q3
|
11/3/2025 |
128
|
$450 M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2025 Q3
|
11/3/2025 |
105
|
$120 M
|
| Coastal Bridge Advisors, LLC |
2025 Q3
|
11/3/2025 |
462
|
$1.3 B
|
| Chesapeake Wealth Management |
2025 Q3
|
11/3/2025 |
266
|
$330 M
|
| Traynor Capital Management, Inc. |
2025 Q3
|
11/3/2025 |
364
|
$1.8 B
|
| Field & Main Bank |
2025 Q3
|
11/3/2025 |
269
|
$340 M
|
| AustralianSuper Pty Ltd |
2025 Q3
|
11/3/2025 |
286
|
$22 B
|
| Mirae Asset Global Investments Co., Ltd. |
2025 Q3
|
11/3/2025 |
2,355
|
$32 B
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2025 Q3
|
11/3/2025 |
164
|
$960 M
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2025 Q3
|
11/3/2025 |
89
|
$140 M
|
| Annis Gardner Whiting Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
1,179
|
$480 M
|
| Investor's Fiduciary Advisor Network, LLC |
2025 Q3
|
11/3/2025 |
236
|
$300 M
|
| NEW YORK STATE COMMON RETIREMENT FUND |
2025 Q3
|
11/3/2025 |
3,182
|
$77 B
|
| TD Waterhouse Canada Inc. |
2025 Q3
|
11/3/2025 |
2,064
|
$15 B
|
| Crumly & Associates Inc. |
2025 Q3
|
11/3/2025 |
193
|
$460 M
|
| Bank of New York Mellon Corp |
2025 Q3
|
11/3/2025 |
32,572
|
$560 B
|
| INNEALTA CAPITAL, LLC |
2025 Q3
|
11/3/2025 |
107
|
$200 M
|
| Ballentine Partners, LLC |
2025 Q3
|
11/3/2025 |
2,270
|
$7.2 B
|
| Oxler Private Wealth LLC |
2025 Q3
|
11/3/2025 |
90
|
$340 M
|
| Retirement Planning Co of New England, Inc. |
2025 Q3
|
11/3/2025 |
246
|
$250 M
|
| Independence Asset Advisors, LLC |
2025 Q3
|
11/3/2025 |
19
|
$240 M
|
| Mystic Asset Management, Inc. |
2025 Q3
|
11/3/2025 |
223
|
$440 M
|
| RAM Investment Partners, LLC |
2025 Q3
|
11/3/2025 |
171
|
$530 M
|
| Ashford Advisors, LLC |
2025 Q3
|
11/3/2025 |
20
|
$450 M
|
| Rockline Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
103
|
$480 M
|
| Valeo Financial Advisors, LLC |
2025 Q3
|
11/3/2025 |
840
|
$4.4 B
|
| CAMBIAR INVESTORS LLC |
2025 Q3
|
11/3/2025 |
140
|
$2.2 B
|
| Exane Asset Management |
2025 Q3
|
11/3/2025 |
34
|
$300 M
|
| Florin Court Capital LLP |
2025 Q3
|
11/3/2025 |
37
|
$130 M
|
| Cypress Capital Management LLC (WY) |
2025 Q3
|
11/3/2025 |
179
|
$110 M
|
| HUSSMAN STRATEGIC ADVISORS, INC. |
2025 Q3
|
11/3/2025 |
270
|
$460 M
|
| WASHINGTON UNIVERSITY |
2025 Q3
|
11/3/2025 |
3
|
$180 M
|
| SummerHaven Investment Management, LLC |
2025 Q3
|
11/3/2025 |
196
|
$170 M
|
| American Institute for Advanced Investment Management, LLP |
2025 Q3
|
11/3/2025 |
147
|
$150 M
|
| FEDERATED HERMES, INC. |
2025 Q3
|
11/3/2025 |
4,188
|
$57 B
|
| PECAUT & CO. |
2025 Q3
|
11/3/2025 |
79
|
$310 M
|
| TOBIAS FINANCIAL ADVISORS, INC. |
2025 Q3
|
11/3/2025 |
132
|
$660 M
|
| State of New Jersey Common Pension Fund E |
2025 Q3
|
11/3/2025 |
1
|
$87 M
|
| Farrow Financial, Inc. |
2025 Q3
|
11/3/2025 |
53
|
$170 M
|
| Capital Wealth Alliance, LLC |
2025 Q3
|
11/3/2025 |
76
|
$200 M
|
| State of New Jersey Common Pension Fund A |
2025 Q3
|
11/3/2025 |
3
|
$280 M
|
| HOWARD WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/3/2025 |
131
|
$220 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2025 Q3
|
11/3/2025 |
269
|
$3.5 B
|
| TRUIST FINANCIAL CORP |
2025 Q3
|
11/3/2025 |
5,089
|
$74 B
|
| MilWealth Group LLC |
2025 Q3
|
11/3/2025 |
68
|
$410 M
|
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2025 Q3
|
11/3/2025 |
77
|
$600 M
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q3
|
11/3/2025 |
115
|
$360 M
|
| TradeLink Capital LLC |
2025 Q3
|
11/3/2025 |
31
|
$14 M
|
| EPG Wealth Management LLC |
2025 Q3
|
11/3/2025 |
320
|
$360 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q3
|
11/3/2025 |
193
|
$1.3 B
|
| Disciplined Investments, LLC |
2025 Q3
|
11/3/2025 |
129
|
$250 M
|
| Avant Financial Advisors LLC |
2025 Q3
|
11/3/2025 |
65
|
$130 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2025 Q3
|
11/3/2025 |
48
|
$230 M
|
| Inman Jager Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
83
|
$160 M
|
| AGP FRANKLIN, LLC |
2025 Q3
|
11/3/2025 |
83
|
$210 M
|
| DSG Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
123
|
$630 M
|
| Summit Investment Advisory Services, LLC |
2025 Q3
|
11/3/2025 |
71
|
$230 M
|
| DekaBank Deutsche Girozentrale |
2025 Q3
|
11/3/2025 |
1,976
|
$59 B
|
| Bluesphere Advisors, LLC |
2025 Q3
|
11/3/2025 |
95
|
$220 M
|
| Core Alternative Capital |
2025 Q3
|
11/3/2025 |
340
|
$340 M
|
| Genesee Capital Advisors, LLC |
2025 Q3
|
11/3/2025 |
123
|
$230 M
|
| Braun-Bostich & Associates Inc. |
2025 Q3
|
11/3/2025 |
123
|
$160 M
|
| LITTLE HOUSE CAPITAL LLC |
2025 Q3
|
11/3/2025 |
123
|
$430 M
|
| Bpifrance SA |
2025 Q3
|
11/3/2025 |
2
|
$2.0 B
|
| VanWeelden Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
19
|
$120 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q3
|
11/3/2025 |
173
|
$250 M
|
| Principle Wealth Partners LLC |
2025 Q3
|
11/3/2025 |
359
|
$1.7 B
|
| Matson Money. Inc. |
2025 Q3
|
11/3/2025 |
9
|
$3.0 B
|
| Pinnacle Investment Management Ltd |
2025 Q3
|
11/3/2025 |
8
|
$29 M
|
| AGH Wealth Advisors, LLC |
2025 Q3
|
11/3/2025 |
189
|
$140 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q3
|
11/3/2025 |
481
|
$4.9 B
|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2025 Q3
|
11/3/2025 |
26
|
$170 M
|
| Pines Wealth Management, LLC |
2025 Q3
|
11/3/2025 |
226
|
$300 M
|
| J. Safra Sarasin Holding AG |
2025 Q3
|
11/3/2025 |
1,223
|
$6.2 B
|
| Stablepoint Partners, LLC |
2025 Q3
|
11/3/2025 |
248
|
$630 M
|
| Sightline Wealth Advisors, LLC |
2025 Q3
|
11/3/2025 |
93
|
$220 M
|
| Investment Advisory Group, LLC |
2025 Q3
|
11/3/2025 |
190
|
$370 M
|
| One Wealth Advisors, LLC |
2025 Q3
|
11/3/2025 |
307
|
$800 M
|
| WEALTHSPAN PARTNERS, LLC |
2025 Q3
|
11/3/2025 |
123
|
$260 M
|
| STAGE HARBOR FINANCIAL, LLC |
2025 Q3
|
11/3/2025 |
57
|
$140 M
|
| MARINO, STRAM & ASSOCIATES LLC |
2025 Q3
|
11/3/2025 |
191
|
$560 M
|
| CARL STUART INVESTMENT ADVISOR, INC |
2025 Q3
|
11/3/2025 |
17
|
$110 M
|
| Phoenix Financial Ltd. |
2025 Q3
|
11/3/2025 |
623
|
$7.5 B
|
| Maj Invest Holding A/S |
2025 Q3
|
11/3/2025 |
42
|
$2.9 B
|
| Clarus Group, Inc. |
2025 Q3
|
11/3/2025 |
105
|
$290 M
|
| YARGER WEALTH STRATEGIES, LLC |
2025 Q3
|
11/3/2025 |
121
|
$220 M
|
| BARLOW WEALTH PARTNERS, INC. |
2025 Q3
|
11/3/2025 |
131
|
$900 M
|
| CCG WEALTH MANAGEMENT, LLC |
2025 Q3
|
11/3/2025 |
85
|
$210 M
|