| Gibson Wealth Advisors LLC |
2025 Q1
|
5/14/2025, 08:08 PM |
37
|
$125M
|
| Financial Avengers, Inc. |
2025 Q1 - Restatement
|
5/14/2025, 08:04 PM |
147
|
$197M
|
| Nixon Capital, LLC |
2025 Q1
|
5/14/2025, 08:01 PM |
22
|
$289M
|
| Centaurus Financial, Inc. |
2025 Q1
|
5/14/2025, 08:00 PM |
889
|
$1.65B
|
| Financial Avengers, Inc. |
2025 Q1
|
5/14/2025, 07:52 PM |
147
|
$197M
|
| Polymer Capital Management (HK) LTD |
2025 Q1
|
5/14/2025, 07:49 PM |
128
|
$576M
|
| Spectrum Strategic Capital Management, LLC |
2025 Q1
|
5/14/2025, 07:46 PM |
32
|
$159M
|
| UniSuper Management Pty Ltd |
2025 Q1
|
5/14/2025, 07:32 PM |
695
|
$13.4B
|
| Wilson & Boucher Capital Management, LLC |
2025 Q1
|
5/14/2025, 07:26 PM |
107
|
$134M
|
| Captrust Financial Advisors |
2025 Q1
|
5/14/2025, 07:25 PM |
2350
|
$39.9B
|
| Arizona PSPRS Trust |
2025 Q1 - Restatement
|
5/14/2025, 07:23 PM |
18
|
$2.95B
|
| Wealth Advisors of Tampa Bay, LLC |
2025 Q1
|
5/14/2025, 07:14 PM |
150
|
$246M
|
| K2 Principal Fund, L.P. |
2025 Q1
|
5/14/2025, 07:10 PM |
255
|
$418M
|
| Monograph Wealth Advisors, Llc |
2025 Q1
|
5/14/2025, 07:08 PM |
113
|
$734M
|
| Berkshire Partners LLC |
2025 Q1
|
5/14/2025, 07:04 PM |
1
|
$44.6M
|
| Greenoaks Capital Partners Llc |
2025 Q1
|
5/14/2025, 07:04 PM |
7
|
$1.81B
|
| Stockbridge Partners LLC |
2025 Q1
|
5/14/2025, 07:01 PM |
12
|
$4.52B
|
| Copperleaf Capital, LLC |
2025 Q1
|
5/14/2025, 06:59 PM |
107
|
$167M
|
| Divisadero Street Capital Management, LP |
2025 Q1
|
5/14/2025, 06:57 PM |
90
|
$870M
|
| Kettle Hill Capital Management, Llc |
2025 Q1
|
5/14/2025, 06:56 PM |
41
|
$364M
|
| Unconventional Investor, LLC |
2025 Q1
|
5/14/2025, 06:54 PM |
34
|
$169M
|
| L2 Asset Management, LLC |
2025 Q1
|
5/14/2025, 06:51 PM |
273
|
$487M
|
| Rivulet Capital, Llc |
2025 Q1
|
5/14/2025, 06:51 PM |
13
|
$1.02B
|
| Bleichroeder LP |
2025 Q1
|
5/14/2025, 06:47 PM |
78
|
$375M
|
| USS Investment Management Ltd |
2025 Q1
|
5/14/2025, 06:46 PM |
533
|
$13.2B
|
| Dai-ichi Life Insurance Company, Ltd |
2025 Q1
|
5/14/2025, 06:46 PM |
482
|
$3.43B
|
| Arkos Global Advisors |
2025 Q1
|
5/14/2025, 06:45 PM |
129
|
$681M
|
| Dai-ichi Life Holdings, Inc. |
2025 Q1
|
5/14/2025, 06:43 PM |
19
|
$89.2M
|
| Raab & Moskowitz Asset Management LLC |
2025 Q1
|
5/14/2025, 06:42 PM |
177
|
$398M
|
| R.M.Sincerbeaux Capital Management Llc |
2025 Q1
|
5/14/2025, 06:41 PM |
39
|
$169M
|
| I.G.Y. Ltd |
2025 Q1
|
5/14/2025, 06:39 PM |
3
|
$237M
|
| Fernbridge Capital Management Lp |
2025 Q1
|
5/14/2025, 06:39 PM |
17
|
$1.8B
|
| C M Bidwell & Associates Ltd |
2025 Q1
|
5/14/2025, 06:38 PM |
439
|
$166M
|
| McGowan Group Asset Management, Inc. |
2025 Q1
|
5/14/2025, 06:37 PM |
124
|
$756M
|
| Broadwood Capital Inc |
2025 Q1
|
5/14/2025, 06:36 PM |
8
|
$1.23B
|
| Lebenthal Global Advisors, LLC |
2025 Q1
|
5/14/2025, 06:30 PM |
173
|
$534M
|
| SurgoCap Partners LP |
2025 Q1
|
5/14/2025, 06:25 PM |
12
|
$2.02B
|
| Josh Arnold Investment Consultant, Llc |
2025 Q1
|
5/14/2025, 06:24 PM |
19
|
$120M
|
| Becker Capital Management Inc |
2025 Q1
|
5/14/2025, 06:23 PM |
274
|
$3.03B
|
| Oaktree Fund Advisors, LLC |
2025 Q1
|
5/14/2025, 06:23 PM |
50
|
$68.8M
|
| Maplelane Capital, Llc |
2025 Q1
|
5/14/2025, 06:22 PM |
47
|
$1.07B
|
| Alkeon Capital Management Llc |
2025 Q1
|
5/14/2025, 06:18 PM |
82
|
$16.9B
|
| Naman Capital Ltda |
2025 Q1
|
5/14/2025, 06:18 PM |
12
|
$255M
|
| Synergy Financial Group, LTD |
2025 Q1
|
5/14/2025, 06:17 PM |
108
|
$111M
|
| Wealth High Governance Capital Ltda |
2025 Q1
|
5/14/2025, 06:17 PM |
26
|
$153M
|
| Oaktree Capital Management Lp |
2025 Q1
|
5/14/2025, 06:16 PM |
166
|
$4.92B
|
| Southport Management, L.L.C. |
2025 Q1
|
5/14/2025, 06:16 PM |
31
|
$23.2M
|
| Bnp Paribas |
2025 Q1
|
5/14/2025, 06:16 PM |
371
|
$2.35B
|
| Beaconlight Capital, Llc |
2025 Q1
|
5/14/2025, 06:13 PM |
21
|
$146M
|
| Bain Capital Public Equity, LP |
2025 Q1
|
5/14/2025, 06:13 PM |
17
|
$90.9M
|
| Nearwater Capital Markets, Ltd |
2025 Q1
|
5/14/2025, 06:09 PM |
89
|
$3.51B
|
| Knightsbridge Asset Management, Llc |
2025 Q1
|
5/14/2025, 06:09 PM |
117
|
$406M
|
| Theleme Partners LLP |
2025 Q1
|
5/14/2025, 06:08 PM |
12
|
$1.27B
|
| 140 Summer Partners LP |
2025 Q1
|
5/14/2025, 06:07 PM |
16
|
$748M
|
| Smith, Moore & Co. |
2025 Q1
|
5/14/2025, 06:01 PM |
480
|
$1.08B
|
| Marathon Partners Equity Management, LLC |
2025 Q1
|
5/14/2025, 06:01 PM |
16
|
$95M
|
| NatWest Group plc |
2025 Q1
|
5/14/2025, 06:00 PM |
34
|
$339M
|
| Texas Permanent School Fund Corp |
2025 Q1
|
5/14/2025, 06:00 PM |
1505
|
$10.4B
|
| Edenbrook Capital, LLC |
2025 Q1
|
5/14/2025, 05:59 PM |
5
|
$165M
|
| SkyBridge Capital II, LLC |
2025 Q1
|
5/14/2025, 05:57 PM |
1
|
$15.2M
|
| Goodnow Investment Group, Llc |
2025 Q1
|
5/14/2025, 05:57 PM |
23
|
$928M
|
| AREX Capital Management, LP |
2025 Q1
|
5/14/2025, 05:54 PM |
13
|
$49M
|
| Maltese Capital Management Llc |
2025 Q1
|
5/14/2025, 05:54 PM |
116
|
$615M
|
| Vivaldi Capital Management LP |
2025 Q1
|
5/14/2025, 05:54 PM |
283
|
$621M
|
| White Knight Strategic Wealth Advisors, LLC |
2025 Q1
|
5/14/2025, 05:54 PM |
74
|
$109M
|
| Cahill Financial Advisors Inc |
2025 Q1
|
5/14/2025, 05:53 PM |
266
|
$736M
|
| Bain Capital Public Equity Management II, LLC |
2025 Q1
|
5/14/2025, 05:51 PM |
15
|
$1.26B
|
| Kinloch Capital, LLC |
2025 Q1
|
5/14/2025, 05:51 PM |
78
|
$209M
|
| Cobalt Capital Management, Inc. |
2025 Q1
|
5/14/2025, 05:51 PM |
22
|
$203M
|
| Granby Capital Management, LLC |
2025 Q1
|
5/14/2025, 05:49 PM |
21
|
$186M
|
| Mantle Ridge LP |
2025 Q1
|
5/14/2025, 05:48 PM |
2
|
$2.12B
|
| Bain Capital Credit, LP |
2025 Q1
|
5/14/2025, 05:48 PM |
6
|
$409M
|
| Conifer Management, L.L.C. |
2025 Q1
|
5/14/2025, 05:47 PM |
5
|
$660M
|
| Wick Capital Partners, LLC |
2025 Q1
|
5/14/2025, 05:46 PM |
103
|
$334M
|
| Minot DeBlois Advisors LLC |
2025 Q1
|
5/14/2025, 05:46 PM |
249
|
$100M
|
| Orcam Financial Group |
2025 Q1
|
5/14/2025, 05:45 PM |
49
|
$107M
|
| Brandywine Trust Co |
2025 Q1
|
5/14/2025, 05:44 PM |
35
|
$645M
|
| Wishbone Management, LP |
2025 Q1
|
5/14/2025, 05:44 PM |
4
|
$167M
|
| Needham Investment Management Llc |
2025 Q1
|
5/14/2025, 05:44 PM |
150
|
$1.07B
|
| Shepherd Kaplan Krochuk, Llc |
2025 Q1
|
5/14/2025, 05:44 PM |
58
|
$117M
|
| Waterford Advisors, LLC |
2025 Q1
|
5/14/2025, 05:42 PM |
51
|
$241M
|
| Icon Advisers Inc/Co |
2025 Q1
|
5/14/2025, 05:42 PM |
158
|
$428M
|
| Ruane, Cunniff & Goldfarb L.P. |
2025 Q1
|
5/14/2025, 05:41 PM |
38
|
$5.51B
|
| Kite Lake Capital Management (UK) LLP |
2025 Q1
|
5/14/2025, 05:40 PM |
6
|
$54.5M
|
| Morgan Stanley |
2024 Q4 - Restatement
|
5/14/2025, 05:40 PM |
9093
|
$1.43T
|
| Chieftain Capital Management, Inc. |
2025 Q1
|
5/14/2025, 05:40 PM |
0
|
$0
|
| Virtus Investment Advisers, LLC |
2025 Q1
|
5/14/2025, 05:38 PM |
473
|
$368M
|
| Brandywine Managers, Llc |
2025 Q1
|
5/14/2025, 05:38 PM |
35
|
$83.4M
|
| Hyperion Capital Advisors LP |
2025 Q1
|
5/14/2025, 05:37 PM |
65
|
$184M
|
| American Family Investments, Inc. |
2025 Q1
|
5/14/2025, 05:34 PM |
11
|
$1.44B
|
| Royal Capital Wealth Management, LLC |
2025 Q1
|
5/14/2025, 05:33 PM |
88
|
$143M
|
| Arax Advisory Partners |
2025 Q1
|
5/14/2025, 05:31 PM |
2658
|
$1.56B
|
| Nfj Investment Group, Llc |
2025 Q1
|
5/14/2025, 05:31 PM |
282
|
$2.97B
|
| Talisman Wealth Advisors LLC |
2025 Q1
|
5/14/2025, 05:30 PM |
103
|
$97.1M
|
| Morgan Stanley |
2024 Q3 - Restatement
|
5/14/2025, 05:27 PM |
9075
|
$1.38T
|
| Evergreen Wealth Solutions, LLC |
2025 Q1
|
5/14/2025, 05:27 PM |
108
|
$148M
|
| Thomas J. Herzfeld Advisors, Inc. |
2025 Q1
|
5/14/2025, 05:27 PM |
128
|
$294M
|
| Virtus Advisers, Llc |
2025 Q1
|
5/14/2025, 05:25 PM |
264
|
$76.9M
|
| Concourse Financial Group Securities, Inc. |
2025 Q1
|
5/14/2025, 05:25 PM |
0
|
$0
|
| Arizona PSPRS Trust |
2025 Q1
|
5/14/2025, 05:24 PM |
18
|
$2.95B
|