| REDW Wealth LLC |
2025 Q2
|
8/4/2025 |
106
|
$250 M
|
| JABODON PT CO |
2025 Q2
|
8/4/2025 |
2
|
$88 M
|
| Ledyard National Bank |
2025 Q2
|
8/4/2025 |
307
|
$1.1 B
|
| Evergreen Advisors, LLC |
2025 Q2
|
8/4/2025 |
22
|
$380 M
|
| Capital Today Evergreen Fund, L.P. |
2025 Q2
|
8/4/2025 |
3
|
$290 M
|
| Virtus Family Office LLC |
2025 Q2
|
8/4/2025 |
43
|
$78 M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2025 Q2
|
8/4/2025 |
103
|
$110 M
|
| Impact Partnership Wealth, LLC |
2025 Q2
|
8/4/2025 |
292
|
$540 M
|
| HERITAGE INVESTORS MANAGEMENT CORP |
2025 Q2
|
8/4/2025 |
252
|
$3.2 B
|
| One Day In July LLC |
2025 Q2
|
8/4/2025 |
139
|
$1.1 B
|
| AMALGAMATED BANK |
2025 Q2
|
8/4/2025 |
3,014
|
$13 B
|
| Prairie Wealth Advisors, Inc. |
2025 Q2
|
8/4/2025 |
152
|
$230 M
|
| Field & Main Bank |
2025 Q2
|
8/4/2025 |
258
|
$310 M
|
| Atria Investments, Inc |
2025 Q2
|
8/4/2025 |
1,982
|
$8.5 B
|
| Grant Street Asset Management, Inc. |
2025 Q2
|
8/4/2025 |
84
|
$440 M
|
| ASSETMARK, INC |
2025 Q2
|
8/4/2025 |
3,003
|
$42 B
|
| Templeton & Phillips Capital Management, LLC |
2025 Q2
|
8/4/2025 |
47
|
$140 M
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2025 Q2
|
8/4/2025 |
1,758
|
$27 B
|
| HBK Sorce Advisory LLC |
2025 Q2
|
8/4/2025 |
596
|
$3.7 B
|
| Premier Path Wealth Partners, LLC |
2025 Q2
|
8/4/2025 |
386
|
$720 M
|
| STRS OHIO |
2025 Q2
|
8/4/2025 |
2,195
|
$27 B
|
| ADELL HARRIMAN & CARPENTER INC |
2025 Q2
|
8/4/2025 |
174
|
$1.5 B
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2024 Q4
|
8/4/2025 |
35
|
$160 M
|
| CARRET ASSET MANAGEMENT, LLC |
2025 Q2
|
8/4/2025 |
279
|
$940 M
|
| SPINNAKER TRUST |
2025 Q2
|
8/4/2025 |
332
|
$1.7 B
|
| Savvy Advisors, Inc. |
2025 Q2
|
8/4/2025 |
648
|
$1.5 B
|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2025 Q2
|
8/4/2025 |
30
|
$300 M
|
| NOESIS CAPITAL MANGEMENT CORP |
2025 Q2
|
8/4/2025 |
131
|
$580 M
|
| Live Oak Private Wealth LLC |
2025 Q2
|
8/4/2025 |
191
|
$670 M
|
| Retirement Systems of Alabama |
2025 Q2
|
8/4/2025 |
935
|
$28 B
|
| Fortune 45 LLC |
2025 Q2
|
8/4/2025 |
29
|
$170 M
|
| Shorepath Capital Management LLC |
2025 Q2
|
8/4/2025 |
23
|
$120 M
|
| Muzinich & Co., Inc. |
2025 Q2
|
8/4/2025 |
59
|
$230 M
|
| MeadowBrook Investment Advisors LLC |
2025 Q2
|
8/4/2025 |
231
|
$110 M
|
| FRG Family Wealth Advisors LLC |
2025 Q2
|
8/4/2025 |
153
|
$580 M
|
| Spire Wealth Management |
2025 Q2
|
8/4/2025 |
2,539
|
$2.8 B
|
| HANTZ FINANCIAL SERVICES, INC. |
2025 Q2
|
8/4/2025 |
2,285
|
$6.2 B
|
| EMERALD MUTUAL FUND ADVISERS TRUST |
2025 Q2
|
8/4/2025 |
212
|
$1.6 B
|
| Buck Wealth Strategies, LLC |
2025 Q2
|
8/4/2025 |
154
|
$660 M
|
| Horizon Wealth Management, LLC |
2025 Q2
|
8/4/2025 |
109
|
$570 M
|
| Arkadios Wealth Advisors |
2025 Q2
|
8/4/2025 |
2,540
|
$3.4 B
|
| EMERALD ADVISERS, LLC |
2025 Q2
|
8/4/2025 |
248
|
$2.7 B
|
| Barnes Dennig Private Wealth Management LLC |
2025 Q2
|
8/4/2025 |
293
|
$83 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2025 Q2
|
8/4/2025 |
771
|
$2.1 B
|
| DAYMARK WEALTH PARTNERS, LLC |
2025 Q2
|
8/4/2025 |
560
|
$2.6 B
|
| Northwest Financial Advisors |
2025 Q2
|
8/4/2025 |
95
|
$72 M
|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
2025 Q2
|
8/4/2025 |
97
|
$790 M
|
| Deuterium Capital Management, LLC |
2025 Q2
|
8/4/2025 |
18
|
$53 M
|
| Yorktown Management & Research Co Inc |
2025 Q2
|
8/4/2025 |
208
|
$100 M
|
| Municipal Employees' Retirement System of Michigan |
2025 Q2
|
8/4/2025 |
54
|
$8.3 B
|
| Bristlecone Advisors, LLC |
2025 Q2
|
8/4/2025 |
296
|
$1.2 B
|
| World Investment Advisors |
2025 Q2
|
8/4/2025 |
2,131
|
$4.4 B
|
| McMill Wealth Management |
2025 Q2
|
8/4/2025 |
50
|
$300 M
|
| LATHROP INVESTMENT MANAGEMENT CO |
2025 Q2
|
8/4/2025 |
83
|
$530 M
|
| Robocap Asset Management Ltd |
2025 Q2
|
8/4/2025 |
25
|
$160 M
|
| Waterfront Wealth Inc. |
2025 Q2
|
8/4/2025 |
262
|
$450 M
|
| Mayflower Financial Advisors, LLC |
2025 Q2
|
8/4/2025 |
390
|
$720 M
|
| Econ Financial Services Corp |
2025 Q2
|
8/4/2025 |
82
|
$190 M
|
| GOLDEN ROAD ADVISORS LLC |
2025 Q2
|
8/4/2025 |
41
|
$150 M
|
| Arcadia Wealth Management, Inc. |
2025 Q2
|
8/4/2025 |
53
|
$150 M
|
| 626 Financial, LLC |
2025 Q2 - RESTATEMENT
|
8/4/2025 |
114
|
$210 M
|
| Lightrock Netherlands B.V. |
2025 Q2
|
8/4/2025 |
39
|
$360 M
|
| WNY Asset Management, LLC |
2025 Q2
|
8/4/2025 |
222
|
$910 M
|
| Evergreen Wealth Management, LLC |
2025 Q2
|
8/4/2025 |
51
|
$180 M
|
| ELCO Management Co., LLC |
2025 Q2
|
8/4/2025 |
186
|
$190 M
|
| Whalen Wealth Management Inc. |
2025 Q2
|
8/4/2025 |
198
|
$160 M
|
| Ownership Capital B.V. |
2025 Q2
|
8/4/2025 |
21
|
$1.7 B
|
| Analyst IMS Investment Management Services Ltd. |
2025 Q2
|
8/4/2025 |
196
|
$2.9 B
|
| TMT General Partner Ltd |
2025 Q2
|
8/4/2025 |
3
|
$310 M
|
| Migdal Insurance & Financial Holdings Ltd. |
2025 Q2
|
8/4/2025 |
356
|
$8.4 B
|
| Wealth Management Associates, Inc. |
2025 Q2
|
8/4/2025 |
219
|
$260 M
|
| Stuart Chaussee & Associates, Inc. |
2025 Q2
|
8/1/2025 |
180
|
$440 M
|
| FSA Advisors, Inc. |
2025 Q2
|
8/1/2025 |
177
|
$120 M
|
| OARSMAN CAPITAL, INC. |
2025 Q2
|
8/1/2025 |
251
|
$640 M
|
| JENNISON ASSOCIATES LLC |
2025 Q2
|
8/1/2025 |
810
|
$170 B
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/1/2025 |
128
|
$120 M
|
| Biltmore Family Office, LLC |
2025 Q2
|
8/1/2025 |
281
|
$590 M
|
| Bull Oak Capital, LLC |
2025 Q2
|
8/1/2025 |
32
|
$220 M
|
| MIZUHO SECURITIES USA LLC |
2025 Q2
|
8/1/2025 |
708
|
$4.7 B
|
| Markel Group Inc. |
2025 Q2
|
8/1/2025 |
218
|
$12 B
|
| Mendel Money Management |
2025 Q2
|
8/1/2025 |
142
|
$230 M
|
| PLANNING DIRECTIONS INC |
2025 Q2
|
8/1/2025 |
85
|
$180 M
|
| SWF LLC |
2025 Q1
|
8/1/2025 |
7
|
$360 M
|
| SWF LLC |
2024 Q4
|
8/1/2025 |
3
|
$300 M
|
| SWF LLC |
2024 Q3
|
8/1/2025 |
3
|
$300 M
|
| SWF LLC |
2024 Q2
|
8/1/2025 |
3
|
$260 M
|
| Redmond Asset Management, LLC |
2025 Q2
|
8/1/2025 |
209
|
$420 M
|
| SWF LLC |
2024 Q1
|
8/1/2025 |
3
|
$270 M
|
| Mizuho Markets Cayman LP |
2025 Q2
|
8/1/2025 |
77
|
$1.4 B
|
| SWF LLC |
2023 Q3
|
8/1/2025 |
3
|
$210 M
|
| SWF LLC |
2023 Q4
|
8/1/2025 |
3
|
$230 M
|
| SWF LLC |
2023 Q2
|
8/1/2025 |
3
|
$290 M
|
| MIZUHO MARKETS AMERICAS LLC |
2025 Q2
|
8/1/2025 |
170
|
$3.3 B
|
| SWF LLC |
2023 Q1
|
8/1/2025 |
3
|
$260 M
|
| SWF LLC |
2022 Q4
|
8/1/2025 |
4
|
$320 M
|
| SWF LLC |
2022 Q3
|
8/1/2025 |
4
|
$290 M
|
| CVS HEALTH Corp |
2025 Q2
|
8/1/2025 |
3
|
$190 M
|
| GENERAL AMERICAN INVESTORS CO INC |
2025 Q2
|
8/1/2025 |
71
|
$1.6 B
|
| SWF LLC |
2022 Q2
|
8/1/2025 |
4
|
$330 M
|
| SWF LLC |
2022 Q1
|
8/1/2025 |
4
|
$460 M
|