| RICHARDS, MERRILL & PETERSON, INC. |
2025 Q2
|
7/31/2025 |
200
|
$210 M
|
| Aspen Capital Management, LLC |
2025 Q2
|
7/31/2025 |
72
|
$360 M
|
| Peapod Lane Capital LLC |
2025 Q2
|
7/31/2025 |
57
|
$100 M
|
| Focus Partners Advisor Solutions, LLC |
2025 Q2
|
7/31/2025 |
1,099
|
$7.5 B
|
| Fielder Capital Group LLC |
2025 Q2
|
7/31/2025 |
242
|
$380 M
|
| Insight Wealth Partners, LLC |
2025 Q2
|
7/31/2025 |
108
|
$260 M
|
| CURIO WEALTH, LLC |
2025 Q2
|
7/31/2025 |
358
|
$230 M
|
| State of New Jersey Common Pension Fund D |
2025 Q2
|
7/31/2025 |
1,473
|
$26 B
|
| NORTHSTAR ASSET MANAGEMENT INC |
2025 Q2
|
7/31/2025 |
61
|
$360 M
|
| Keeler Thomas Management LLC |
2025 Q2
|
7/31/2025 |
108
|
$230 M
|
| Boothe Investment Group, Inc. |
2025 Q2
|
7/31/2025 |
39
|
$260 M
|
| NatWest Group plc |
2025 Q2
|
7/31/2025 |
60
|
$340 M
|
| MYCIO WEALTH PARTNERS, LLC |
2025 Q2
|
7/31/2025 |
48
|
$430 M
|
| Leelyn Smith, LLC |
2025 Q2
|
7/31/2025 |
134
|
$610 M
|
| WEST MICHIGAN ADVISORS, LLC |
2025 Q2
|
7/31/2025 |
235
|
$350 M
|
| Sparta 24 Ltd. |
2025 Q2
|
7/31/2025 |
4
|
$120 M
|
| MN Wealth Advisors, LLC |
2025 Q2
|
7/31/2025 |
112
|
$170 M
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/31/2025 |
95
|
$230 M
|
| Ground Swell Capital, LLC |
2025 Q2
|
7/31/2025 |
141
|
$63 M
|
| Sendero Wealth Management, LLC |
2025 Q2 - RESTATEMENT
|
7/31/2025 |
293
|
$800 M
|
| Kathleen S. Wright Associates Inc. |
2025 Q2
|
7/31/2025 |
265
|
$260 M
|
| 3EDGE Asset Management, LP |
2025 Q2
|
7/31/2025 |
88
|
$1.6 B
|
| Incentive AS |
2025 Q2
|
7/31/2025 |
1
|
$100 M
|
| Value Base Ltd. |
2025 Q2
|
7/31/2025 |
9
|
$170 M
|
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2025 Q2
|
7/31/2025 |
185
|
$1.1 B
|
| SECTOR GAMMA AS |
2025 Q2
|
7/31/2025 |
38
|
$310 M
|
| Washington Trust Advisors, Inc. |
2025 Q2
|
7/31/2025 |
768
|
$1.2 B
|
| DDD Partners, LLC |
2025 Q2
|
7/31/2025 |
112
|
$930 M
|
| Moment Partners, LLC |
2025 Q2
|
7/31/2025 |
119
|
$530 M
|
| LEE DANNER & BASS INC |
2025 Q2
|
7/31/2025 |
223
|
$1.3 B
|
| KESTREL INVESTMENT MANAGEMENT CORP |
2025 Q2
|
7/31/2025 |
41
|
$170 M
|
| AlphaQuest LLC |
2025 Q2
|
7/31/2025 |
1,984
|
$1.0 B
|
| Sumitomo Mitsui Trust Group, Inc. |
2025 Q2
|
7/31/2025 |
1,034
|
$160 B
|
| NORTHSTAR ASSET MANAGEMENT Co |
2025 Q2
|
7/31/2025 |
197
|
$430 M
|
| CNB Bank |
2025 Q2
|
7/31/2025 |
549
|
$210 M
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2025 Q2
|
7/31/2025 |
140
|
$280 M
|
| Glass Jacobson Investment Advisors llc |
2025 Q2
|
7/31/2025 |
566
|
$260 M
|
| Stone Ridge Holdings Group LP |
2025 Q2
|
7/31/2025 |
40
|
$280 M
|
| Stone Ridge Holdings Group LP |
2025 Q1
|
7/31/2025 |
40
|
$340 M
|
| Carrera Capital Advisors |
2025 Q2
|
7/31/2025 |
143
|
$500 M
|
| PKO Investment Management Joint-Stock Co |
2025 Q2
|
7/31/2025 |
175
|
$930 M
|
| Pinnacle Wealth Management Group, Inc. |
2025 Q2
|
7/31/2025 |
121
|
$170 M
|
| Keystone Financial Planning, Inc. |
2025 Q2
|
7/31/2025 |
45
|
$330 M
|
| Nalanda India Equity Fund Ltd |
2025 Q2
|
7/31/2025 |
2
|
$690 M
|
| Sage Mountain Advisors LLC |
2025 Q2
|
7/31/2025 |
494
|
$1.5 B
|
| City State Bank |
2025 Q2
|
7/31/2025 |
748
|
$320 M
|
| SSA SWISS ADVISORS AG |
2025 Q2
|
7/31/2025 |
118
|
$210 M
|
| Nalanda India Fund LTD |
2025 Q2
|
7/31/2025 |
1
|
$190 M
|
| Blue Sky Capital Consultants Group, Inc. |
2025 Q2
|
7/31/2025 |
61
|
$200 M
|
| Moloney Securities Asset Management, LLC |
2025 Q2
|
7/31/2025 |
503
|
$810 M
|
| Jackson Hole Capital Partners, LLC |
2025 Q2
|
7/31/2025 |
283
|
$550 M
|
| ARGA Investment Management, LP |
2025 Q2
|
7/31/2025 |
123
|
$3.7 B
|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2025 Q2
|
7/31/2025 |
145
|
$190 M
|
| Sequent Asset Management, LLC |
2025 Q2
|
7/31/2025 |
65
|
$130 M
|
| STONE POINT CAPITAL LLC |
2025 Q2
|
7/31/2025 |
3
|
$780 M
|
| AG2R LA MONDIALE GESTION D'ACTIFS |
2025 Q2
|
7/31/2025 |
364
|
$1.9 B
|
| University of Maryland Foundation, Inc. |
2025 Q2
|
7/31/2025 |
3
|
$17 M
|
| MCDANIEL TERRY & CO |
2025 Q2
|
7/31/2025 |
91
|
$1.2 B
|
| Auour Investments LLC |
2025 Q2
|
7/31/2025 |
81
|
$290 M
|
| VAUGHAN DAVID INVESTMENTS LLC/IL |
2025 Q2
|
7/31/2025 |
231
|
$4.5 B
|
| Red Wave Investments LLC |
2025 Q2
|
7/31/2025 |
109
|
$300 M
|
| Nilsine Partners, LLC |
2025 Q2
|
7/31/2025 |
379
|
$990 M
|
| RATIONAL ADVISORS, INC. |
2025 Q2
|
7/31/2025 |
234
|
$1.0 B
|
| OAK HARBOR WEALTH PARTNERS, LLC |
2025 Q2
|
7/31/2025 |
249
|
$370 M
|
| Avory & Company, LLC |
2025 Q2
|
7/31/2025 |
31
|
$160 M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q2
|
7/31/2025 |
313
|
$930 M
|
| FUTURE YOU WEALTH LLC |
2025 Q2
|
7/31/2025 |
58
|
$180 M
|
| GLOBALT Investments LLC / GA |
2025 Q2
|
7/31/2025 |
205
|
$2.6 B
|
| Trademark Financial Management, LLC |
2025 Q2
|
7/31/2025 |
88
|
$160 M
|
| Catalyst Capital Advisors LLC |
2025 Q2
|
7/31/2025 |
623
|
$5.0 B
|
| Opus Capital Group, LLC |
2025 Q2
|
7/31/2025 |
127
|
$840 M
|
| LJI Wealth Management, LLC |
2025 Q2
|
7/31/2025 |
186
|
$570 M
|
| CAISSE DES DEPOTS ET CONSIGNATIONS |
2025 Q2
|
7/31/2025 |
194
|
$2.4 B
|
| Tandem Investment Advisors, Inc. |
2025 Q2
|
7/31/2025 |
69
|
$2.9 B
|
| Cambridge Investment Research Advisors, Inc. |
2025 Q2
|
7/31/2025 |
3,608
|
$33 B
|
| United Community Bank |
2025 Q2
|
7/31/2025 |
503
|
$290 M
|
| Bpifrance SA |
2025 Q2
|
7/31/2025 |
3
|
$2.1 B
|
| Caitong International Asset Management Co., Ltd |
2025 Q2
|
7/31/2025 |
1,943
|
$140 M
|
| R Squared Ltd |
2025 Q2
|
7/31/2025 |
458
|
$180 M
|
| Mader & Shannon Wealth Management, Inc. |
2025 Q2
|
7/31/2025 |
22
|
$180 M
|
| Asset Management One Co., Ltd. |
2025 Q2
|
7/31/2025 |
944
|
$32 B
|
| Lazard Freres Gestion S.A.S. |
2025 Q2
|
7/31/2025 |
110
|
$4.8 B
|
| WIT Partners Advisory Pte. Ltd. |
2025 Q2
|
7/31/2025 |
1
|
$290 M
|
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
2025 Q2
|
7/31/2025 |
59
|
$1.4 B
|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
2025 Q2
|
7/31/2025 |
60
|
$460 M
|
| Valliance Asset Management Ltd |
2025 Q2
|
7/30/2025 |
5
|
$13 M
|
| Ocean Park Asset Management, LLC |
2025 Q2
|
7/30/2025 |
77
|
$2.8 B
|
| Value Star Asset Management (Hong Kong) Ltd |
2025 Q2
|
7/30/2025 |
10
|
$32 M
|
| Board of Trustees of The Leland Stanford Junior University |
2025 Q2
|
7/30/2025 |
21
|
$920 M
|
| Draper Asset Management, LLC |
2025 Q2
|
7/30/2025 |
41
|
$150 M
|
| Japan Science & Technology Agency |
2025 Q2
|
7/30/2025 |
13
|
$6.3 B
|
| AlTi Global, Inc. |
2025 Q2
|
7/30/2025 |
661
|
$4.0 B
|
| Manuka Financial, LLC |
2025 Q2
|
7/30/2025 |
51
|
$180 M
|
| Money Design Co.,Ltd. |
2025 Q2
|
7/30/2025 |
72
|
$2.1 B
|
| Acuitas Investments, LLC |
2025 Q2
|
7/30/2025 |
53
|
$130 M
|
| Smith Group Asset Management, LLC |
2025 Q2
|
7/30/2025 |
169
|
$1.5 B
|
| Alamar Capital Management, LLC |
2025 Q2
|
7/30/2025 |
73
|
$180 M
|
| Cornerstone Management, Inc. |
2025 Q2
|
7/30/2025 |
62
|
$580 M
|
| Carnegie Investment Counsel |
2025 Q2
|
7/30/2025 |
541
|
$5.0 B
|
| Guardian Asset Advisors, LLC |
2025 Q2
|
7/30/2025 |
104
|
$170 M
|