| Richard W. Paul & Associates, LLC |
2025 Q3
|
11/13/2025, 01:41 PM |
315
|
$293M
|
| Slotnik Capital, LLC |
2025 Q3
|
11/13/2025, 01:02 PM |
23
|
$277M
|
| Gavilan Investment Partners LLC |
2025 Q3
|
11/13/2025, 09:00 AM |
13
|
$448M
|
| Maren Capital LLC |
2025 Q3
|
11/13/2025, 03:46 PM |
22
|
$1.8B
|
| SurgoCap Partners LP |
2025 Q3
|
11/13/2025, 05:13 PM |
15
|
$3.52B
|
| FourThought Financial Partners, LLC |
2025 Q3
|
11/13/2025, 11:30 AM |
505
|
$1.14B
|
| Patrick Mauro Investment Advisor, INC. |
2025 Q3
|
11/13/2025, 02:30 PM |
40
|
$190M
|
| Avos Capital Management, LLC |
2025 Q3
|
11/13/2025, 12:57 PM |
59
|
$214M
|
| Ruedi Wealth Management, Inc. |
2025 Q3
|
11/13/2025, 03:23 PM |
53
|
$357M
|
| Capital Group Investment Management Pte. Ltd. |
2025 Q3
|
11/13/2025, 10:12 AM |
139
|
$597M
|
| Infini Capital Management Ltd |
2025 Q3
|
11/13/2025, 07:52 AM |
11
|
$102M
|
| Serenity Capital Management Pte. Ltd. |
2025 Q3
|
11/13/2025, 04:27 PM |
8
|
$394M
|
| AI-Squared Management Ltd |
2025 Q3
|
11/12/2025, 08:34 PM |
20
|
$96M
|
| ESG Planning DBA Harper Investing |
2025 Q3
|
11/13/2025, 12:39 PM |
63
|
$210M
|
| EHP Funds Inc. |
2025 Q3
|
11/13/2025, 01:08 PM |
95
|
$76M
|
| Accel Leaders 4 Associates L.P. |
2025 Q3
|
11/13/2025, 04:25 PM |
1
|
$514M
|
| Pale Fire Capital SE |
2025 Q3
|
11/13/2025, 04:00 PM |
52
|
$912M
|
| Athena Investment Management |
2025 Q3
|
11/13/2025, 04:26 PM |
155
|
$192M
|
| Decas Capital LLC |
2025 Q3
|
11/13/2025, 03:04 PM |
0
|
$0
|
| ROB Exploration LLC |
2025 Q3
|
11/13/2025, 05:07 PM |
1
|
$27.3M
|
| Fortune 45 LLC |
2025 Q3
|
11/13/2025, 10:23 AM |
29
|
$197M
|
| Atlas Venture Life Science Advisors, LLC |
2025 Q3
|
11/13/2025, 04:15 PM |
9
|
$753M
|
| Nearwater Capital Markets, Ltd |
2025 Q3
|
11/13/2025, 04:54 PM |
144
|
$7.48B
|
| Clientfirst Wealth Management, LLC |
2025 Q3
|
11/12/2025, 07:12 PM |
48
|
$125M
|
| Tyro Capital Management LLC |
2025 Q3
|
11/13/2025, 09:05 AM |
10
|
$269M
|
| Nvest Financial, LLC |
2025 Q3
|
11/13/2025, 12:21 PM |
122
|
$174M
|
| Latigo Investments, LLC |
2025 Q3
|
11/13/2025, 04:03 PM |
14
|
$198M
|
| SageView Advisory Group, LLC |
2025 Q3
|
11/13/2025, 10:51 AM |
643
|
$2.9B
|
| Central Bank Of Brazil |
2025 Q3
|
11/13/2025, 09:07 AM |
0
|
$0
|
| Bulltick Wealth Management, LLC |
2025 Q3
|
11/13/2025, 11:15 AM |
111
|
$423M
|
| Resurgent Financial Advisors LLC |
2025 Q3
|
11/13/2025, 05:03 PM |
207
|
$204M
|
| RDST Capital LLC |
2025 Q3
|
11/13/2025, 04:52 PM |
19
|
$1.04B
|
| Cladis Investment Advisory, LLC |
2025 Q3
|
11/12/2025, 05:51 PM |
145
|
$175M
|
| Ulland Investment Advisors, LLC |
2025 Q3
|
11/13/2025, 03:17 PM |
224
|
$133M
|
| LGT Fund Management Co Ltd. |
2025 Q3
|
11/13/2025, 07:08 AM |
233
|
$1.24B
|
| LGT Group Foundation |
2025 Q3
|
11/13/2025, 07:03 AM |
284
|
$8.73B
|
| Benchmark Investment Advisors LLC |
2025 Q3
|
11/13/2025, 02:44 PM |
78
|
$172M
|
| Eschler Asset Management LLP |
2025 Q3
|
11/13/2025, 04:30 PM |
67
|
$135M
|
| John & Kathleen Schreiber Foundation |
2025 Q3
|
11/13/2025, 04:26 PM |
4
|
$154M
|
| Harraden Circle Investments, LLC |
2025 Q3
|
11/13/2025, 01:36 PM |
147
|
$514M
|
| Lynx1 Capital Management LP |
2025 Q3
|
11/13/2025, 05:16 PM |
14
|
$491M
|
| Ghe, Llc |
2025 Q3
|
11/13/2025, 01:16 PM |
34
|
$248M
|
| MY.Alpha Management HK Advisors Ltd |
2025 Q3
|
11/13/2025, 12:53 PM |
11
|
$154M
|
| TSG Consumer Partners LP |
2025 Q3
|
11/13/2025, 04:18 PM |
1
|
$119M
|
| Teca Partners, LP |
2025 Q3
|
11/13/2025, 04:18 PM |
11
|
$159M
|
| West Michigan Advisors, Llc |
2025 Q3
|
11/13/2025, 09:57 AM |
261
|
$416M
|
| Enhancing Capital LLC |
2025 Q3
|
11/13/2025, 05:21 PM |
87
|
$137M
|
| Investments & Financial Planning, LLC |
2025 Q3
|
11/13/2025, 05:02 PM |
37
|
$185M
|
| Obsidian Personal Planning Solutions LLC |
2025 Q3
|
11/12/2025, 06:21 PM |
119
|
$288M
|
| Consilio Wealth Advisors, Llc |
2025 Q3
|
11/13/2025, 03:47 PM |
96
|
$304M
|
| Beaird Harris Wealth Management, LLC |
2025 Q3
|
11/13/2025, 05:00 PM |
716
|
$1.41B
|
| SFG Wealth Management, LLC. |
2025 Q3
|
11/13/2025, 04:54 PM |
129
|
$231M
|
| Mudita Advisors LLP |
2025 Q3
|
11/13/2025, 04:16 PM |
19
|
$346M
|
| Barden Capital Management, Inc. |
2025 Q3
|
11/12/2025, 08:32 PM |
59
|
$120M
|
| Passaic Partners LLC |
2025 Q3
|
11/13/2025, 01:53 PM |
11
|
$831M
|
| PCG Wealth Advisors, LLC |
2025 Q3
|
11/13/2025, 05:14 PM |
147
|
$343M
|
| RK Capital Management, LLC/FL |
2025 Q3
|
11/13/2025, 11:21 AM |
15
|
$64.6M
|
| Worldly Partners Management, Llc |
2025 Q3
|
11/13/2025, 11:06 AM |
3
|
$167M
|
| Highlander Partners, L.P. |
2025 Q3
|
11/13/2025, 12:29 PM |
50
|
$287M
|
| Highview Capital Management LLC/DE/ |
2025 Q3
|
11/13/2025, 03:59 PM |
106
|
$272M
|
| Alan B Lancz & Associates, Inc. |
2025 Q3
|
11/13/2025, 03:09 PM |
131
|
$111M
|
| Mount Capital Ltd |
2025 Q3
|
11/13/2025, 11:38 AM |
16
|
$279M
|
| Pertento Partners LLP |
2025 Q3
|
11/13/2025, 11:42 AM |
15
|
$821M
|
| FRG Family Wealth Advisors LLC |
2025 Q3
|
11/13/2025, 01:46 PM |
155
|
$621M
|
| Smith Group Asset Management, LLC |
2025 Q3
|
11/12/2025, 07:02 PM |
172
|
$1.74B
|
| Herold Advisors, Inc. |
2025 Q3
|
11/13/2025, 02:37 PM |
248
|
$432M
|
| Brogan Financial, Inc. |
2025 Q3
|
11/13/2025, 05:02 PM |
62
|
$235M
|
| Corebridge Financial, Inc. |
2025 Q3
|
11/13/2025, 02:26 PM |
6
|
$1.86B
|
| Guardian Partners Inc. |
2025 Q3
|
11/12/2025, 06:05 PM |
179
|
$1.18B
|
| Roberts Capital Advisors, LLC |
2025 Q3
|
11/13/2025, 01:14 PM |
63
|
$89.9M
|
| Systelligence, LLC |
2025 Q3
|
11/13/2025, 03:07 PM |
53
|
$527M
|
| Robert Bosch GmbH |
2025 Q3
|
11/13/2025, 12:07 PM |
3
|
$188M
|
| Atlas FRM LLC |
2025 Q3
|
11/13/2025, 01:14 PM |
9
|
$859M
|
| Newbridge Financial Services Group, Inc. |
2025 Q3
|
11/13/2025, 02:53 PM |
1281
|
$669M
|
| Stonegate Management LLC |
2025 Q3
|
11/13/2025, 11:06 AM |
57
|
$151M
|
| Boulder Wealth Advisors, LLC |
2025 Q3
|
11/13/2025, 05:18 PM |
28
|
$215M
|
| XY Planning Network, Inc. |
2025 Q3
|
11/13/2025, 05:16 PM |
173
|
$294M
|
| Crestmont Private Wealth LLC |
2025 Q3
|
11/12/2025, 06:38 PM |
95
|
$303M
|
| Strategic Financial Concepts, LLC |
2025 Q3
|
11/12/2025, 06:43 PM |
266
|
$688M
|
| Gordian Capital Singapore Pte Ltd |
2025 Q3
|
11/13/2025, 10:50 AM |
142
|
$73.9M
|
| Keystone Financial Services |
2025 Q3
|
11/13/2025, 03:11 PM |
128
|
$323M
|
| Goodman Advisory Group, LLC |
2025 Q3
|
11/12/2025, 09:12 PM |
186
|
$402M
|
| Alaethes Wealth LLC |
2025 Q3
|
11/13/2025, 02:22 PM |
112
|
$353M
|
| Capital Group Private Client Services, Inc. |
2025 Q3
|
11/13/2025, 10:12 AM |
280
|
$5.98B
|
| Pinnbrook Capital Management Lp |
2025 Q3
|
11/13/2025, 04:13 PM |
115
|
$541M
|
| WCG Wealth Advisors LLC |
2025 Q3
|
11/13/2025, 02:32 PM |
331
|
$1.6B
|
| Hackensack Meridian Health, Inc. |
2025 Q3
|
11/13/2025, 02:25 PM |
6
|
$973M
|
| Timelo Investment Management Inc. |
2025 Q3
|
11/13/2025, 11:04 AM |
39
|
$60.3M
|
| B. Metzler seel. Sohn & Co. AG |
2025 Q3
|
11/13/2025, 06:02 AM |
723
|
$11.3B
|
| Alamar Capital Management, LLC |
2025 Q3
|
11/12/2025, 07:19 PM |
74
|
$182M
|
| Safeguard Investment Advisory Group, LLC |
2025 Q3
|
11/13/2025, 04:50 PM |
150
|
$403M
|
| Sands Capital Ventures, LLC |
2025 Q3
|
11/13/2025, 12:03 PM |
20
|
$456M
|
| Colonial River Investments, LLC |
2025 Q3
|
11/13/2025, 12:32 PM |
236
|
$271M
|
| Owls Nest Partners IA, LLC |
2025 Q3
|
11/13/2025, 12:19 PM |
13
|
$360M
|
| Long Corridor Asset Management Ltd |
2025 Q3
|
11/12/2025, 08:24 PM |
23
|
$245M
|
| CoreFirst Bank & Trust |
2025 Q3
|
11/12/2025, 09:52 PM |
331
|
$185M
|
| McGinn Penninger Investment Management, Inc. |
2025 Q3
|
11/13/2025, 02:38 PM |
35
|
$170M
|
| Pivotal bioVenture Partners Investment Advisor LLC |
2025 Q3
|
11/13/2025, 04:06 PM |
10
|
$173M
|
| Evolutionary Tree Capital Management, LLC |
2025 Q3
|
11/13/2025, 02:20 PM |
28
|
$91.7M
|
| Skyline Advisors, Inc. |
2025 Q3
|
11/12/2025, 07:12 PM |
96
|
$290M
|