| FORA Capital, LLC |
2025 Q3
|
11/13/2025, 04:11 PM |
456
|
$566M
|
| Dundas Partners LLP |
2025 Q3
|
11/13/2025, 08:11 AM |
50
|
$1.42B
|
| Callodine Capital Management, LP |
2025 Q3
|
11/13/2025, 04:05 PM |
53
|
$1.14B
|
| CreativeOne Wealth, LLC |
2025 Q3
|
11/12/2025, 06:19 PM |
1145
|
$4.1B
|
| LifePlan Financial, LLC |
2025 Q3
|
11/13/2025, 11:26 AM |
83
|
$126M
|
| Silvant Capital Management LLC |
2025 Q3
|
11/13/2025, 12:33 PM |
310
|
$2.88B
|
| Ceredex Value Advisors LLC |
2025 Q3
|
11/13/2025, 11:26 AM |
166
|
$4.31B
|
| OLP CAPITAL MANAGEMENT Ltd |
2025 Q3
|
11/13/2025, 04:09 PM |
5
|
$567M
|
| Nucleo Capital Ltda. |
2025 Q3
|
11/13/2025, 04:50 PM |
1
|
$29.1M
|
| Claret Asset Management Corp |
2025 Q3
|
11/13/2025, 11:25 AM |
407
|
$839M
|
| MFN Partners Management, LP |
2025 Q3
|
11/13/2025, 10:50 AM |
9
|
$4.95B
|
| Lingotto Investment Management LLP |
2025 Q3 - New Holdings
|
11/13/2025, 02:00 PM |
34
|
$5.34B
|
| Certified Advisory Corp |
2025 Q3
|
11/12/2025, 07:17 PM |
315
|
$1.05B
|
| Altman Advisors, Inc. |
2025 Q3 - Restatement
|
11/12/2025, 07:10 PM |
92
|
$257M
|
| Kendall Capital Management |
2025 Q3
|
11/13/2025, 10:39 AM |
232
|
$444M
|
| Game Creek Capital, LP |
2025 Q3
|
11/13/2025, 02:33 PM |
73
|
$233M
|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
2025 Q3
|
11/12/2025, 05:31 PM |
110
|
$2.74B
|
| Banco de Sabadell, S.A |
2025 Q3
|
11/13/2025, 02:19 PM |
64
|
$151M
|
| Voss Capital, LP |
2025 Q3
|
11/13/2025, 08:53 AM |
54
|
$1.33B
|
| Crewe Advisors LLC |
2025 Q3
|
11/13/2025, 03:41 PM |
964
|
$1.05B
|
| Rainwater Charitable Foundation |
2025 Q3
|
11/13/2025, 11:13 AM |
4
|
$159M
|
| SeaCrest Wealth Management, LLC |
2025 Q3
|
11/13/2025, 05:27 PM |
628
|
$948M
|
| Eldridge Investment Advisors, Inc. |
2025 Q3
|
11/13/2025, 12:51 PM |
157
|
$439M
|
| Blueshift Asset Management, LLC |
2025 Q3
|
11/13/2025, 01:47 PM |
426
|
$325M
|
| Alamea Verwaltungs GmbH |
2025 Q3
|
11/12/2025, 06:38 PM |
99
|
$146M
|
| White Lighthouse Investment Management Inc. |
2025 Q3
|
11/13/2025, 01:16 PM |
139
|
$656M
|
| Pinnacle Wealth Planning Services, Inc. |
2025 Q3
|
11/12/2025, 07:45 PM |
484
|
$853M
|
| Spectrum Planning & Advisory Services Inc. |
2025 Q3
|
11/13/2025, 09:27 AM |
105
|
$177M
|
| Legacy Advisors, LLC |
2025 Q3
|
11/13/2025, 05:08 PM |
250
|
$810M
|
| 7 G Capital Management, Llc |
2025 Q3
|
11/13/2025, 01:48 PM |
10
|
$156M
|
| CDAM (UK) Ltd |
2025 Q3
|
11/13/2025, 09:15 AM |
11
|
$554M
|
| Diametric Capital, LP |
2025 Q3
|
11/13/2025, 09:40 AM |
373
|
$270M
|
| Wealth Advisors of Tampa Bay, LLC |
2025 Q3
|
11/13/2025, 04:16 PM |
95
|
$300M
|
| Fore Capital, LLC |
2025 Q3
|
11/13/2025, 12:42 PM |
42
|
$78.9M
|
| Pearl River Capital, LLC |
2025 Q3
|
11/13/2025, 08:39 AM |
0
|
$0
|
| Crescent Grove Advisors, LLC |
2025 Q3
|
11/13/2025, 03:59 PM |
291
|
$1.04B
|
| Broadleaf Partners, LLC |
2025 Q3
|
11/13/2025, 04:05 PM |
80
|
$480M
|
| TPG Financial Advisors, LLC |
2025 Q3
|
11/12/2025, 06:30 PM |
66
|
$268M
|
| Family Legacy, Inc. |
2025 Q3
|
11/12/2025, 07:50 PM |
122
|
$327M
|
| Ally Invest Advisors Inc. |
2025 Q3
|
11/13/2025, 04:12 PM |
77
|
$1.39B
|
| Silver Heights Capital Management Inc |
2025 Q3
|
11/13/2025, 10:11 AM |
4
|
$223M
|
| Stamos Capital Partners, L.P. |
2025 Q3
|
11/13/2025, 01:53 PM |
142
|
$530M
|
| Founders Capital Management |
2025 Q3
|
11/13/2025, 04:20 PM |
396
|
$189M
|
| Black Swift Group, LLC |
2025 Q3
|
11/12/2025, 05:48 PM |
110
|
$567M
|
| Acorns Advisers, LLC |
2025 Q3
|
11/13/2025, 03:12 PM |
99
|
$12.7B
|
| Covalis Capital LLP |
2025 Q3
|
11/13/2025, 02:16 PM |
54
|
$888M
|
| Pacific Center for Financial Services |
2025 Q3
|
11/13/2025, 12:24 PM |
474
|
$392M
|
| Wittenberg Investment Management, Inc. |
2025 Q3
|
11/13/2025, 03:25 PM |
75
|
$252M
|
| Summit X, LLC |
2025 Q3
|
11/13/2025, 10:46 AM |
0
|
$0
|
| Sapphire Ventures, L.L.C. |
2025 Q3
|
11/13/2025, 11:33 AM |
6
|
$84.6M
|
| GQG Partners LLC |
2025 Q3
|
11/13/2025, 04:36 PM |
93
|
$65.1B
|
| Kohmann Bosshard Financial Services, LLC |
2025 Q3
|
11/13/2025, 01:47 PM |
325
|
$976M
|
| Periscope Capital Inc. |
2025 Q3
|
11/13/2025, 01:54 PM |
273
|
$411M
|
| PFG Advisors |
2025 Q3
|
11/12/2025, 07:16 PM |
812
|
$2.44B
|
| LFL Advisers, LLC |
2025 Q3
|
11/13/2025, 01:15 PM |
8
|
$289M
|
| Russell Investments Group, Ltd. |
2025 Q3
|
11/13/2025, 07:00 AM |
4131
|
$88.1B
|
| Bowie Capital Management, LLC |
2025 Q3
|
11/12/2025, 05:40 PM |
30
|
$2.22B
|
| Parallel Advisors, LLC |
2025 Q3
|
11/12/2025, 08:40 PM |
3502
|
$5.45B
|
| Connecticut Wealth Management, LLC |
2025 Q3
|
11/13/2025, 06:03 AM |
317
|
$2.25B
|
| GFI Investment Counsel Ltd. |
2025 Q3
|
11/13/2025, 10:10 AM |
25
|
$960M
|
| Trv Gp IV, Llc |
2025 Q3
|
11/13/2025, 04:15 PM |
2
|
$274M
|
| Primavera Capital Management Ltd |
2025 Q3
|
11/13/2025, 08:49 AM |
3
|
$616M
|
| Athos Capital Ltd |
2025 Q3
|
11/12/2025, 08:52 PM |
31
|
$155M
|
| Bell Asset Management Ltd |
2025 Q3
|
11/13/2025, 08:56 AM |
63
|
$366M
|
| Mirabaud Asset Management Ltd |
2025 Q3
|
11/13/2025, 11:09 AM |
38
|
$206M
|
| Phoenix Financial Ltd. |
2025 Q3 - New Holdings
|
11/13/2025, 06:14 AM |
460
|
$8.2B
|
| Phoenix Financial Ltd. |
2025 Q3 - Restatement
|
11/13/2025, 06:11 AM |
462
|
$8.21B
|
| SevenBridge Financial Group, LLC |
2025 Q3
|
11/13/2025, 01:24 PM |
212
|
$605M
|
| Dymon Asia Capital (Singapore) Pte. Ltd. |
2025 Q3
|
11/13/2025, 02:14 PM |
138
|
$249M
|
| Asia Research & Capital Management Ltd |
2025 Q3
|
11/12/2025, 07:49 PM |
0
|
$0
|
| Gerber Kawasaki Wealth & Investment Management |
2025 Q3
|
11/12/2025, 07:25 PM |
331
|
$2.91B
|
| Edenbrook Capital, LLC |
2025 Q3
|
11/13/2025, 04:45 PM |
5
|
$197M
|
| Consolidated Capital Management, Llc |
2025 Q3
|
11/13/2025, 05:05 PM |
53
|
$282M
|
| Cottage Street Advisors LLC |
2025 Q3
|
11/12/2025, 06:49 PM |
143
|
$235M
|
| Intermede Investment Partners Ltd |
2025 Q3
|
11/13/2025, 12:12 PM |
31
|
$2.43B
|
| Sunriver Management LLC |
2025 Q3
|
11/13/2025, 04:34 PM |
21
|
$920M
|
| Ilmarinen Mutual Pension Insurance Co |
2025 Q3
|
11/13/2025, 10:55 AM |
303
|
$13.3B
|
| Oribel Capital Management, LP |
2025 Q3
|
11/13/2025, 05:07 PM |
34
|
$856M
|
| Quartz Partners, LLC |
2025 Q3
|
11/13/2025, 10:53 AM |
178
|
$276M
|
| Cliffwater LLC |
2025 Q3
|
11/13/2025, 10:35 AM |
22
|
$475M
|
| NS Partners Ltd |
2025 Q3
|
11/13/2025, 11:06 AM |
74
|
$2.59B
|
| Appaloosa LP |
2025 Q3
|
11/13/2025, 04:00 PM |
45
|
$7.38B
|
| Lgl Partners, Llc |
2025 Q3
|
11/13/2025, 04:31 PM |
57
|
$235M
|
| Fft Wealth Management Llc |
2025 Q3
|
11/13/2025, 04:25 PM |
87
|
$545M
|
| Harspring Capital Management, LLC |
2025 Q3
|
11/13/2025, 04:18 PM |
15
|
$261M
|
| Tairen Capital Ltd |
2025 Q3
|
11/12/2025, 07:37 PM |
66
|
$925M
|
| Quadrature Capital Ltd |
2025 Q3
|
11/13/2025, 03:23 PM |
993
|
$8.45B
|
| Quadrant Capital Group Llc |
2025 Q3
|
11/13/2025, 10:11 AM |
2675
|
$3.08B
|
| Edmond De Rothschild Holding S.A. |
2025 Q3
|
11/13/2025, 06:07 AM |
572
|
$6.47B
|
| Baird Financial Group, Inc. |
2025 Q3
|
11/13/2025, 12:41 PM |
1794
|
$62.2B
|
| Glenmede Investment Management, LP |
2025 Q3
|
11/13/2025, 01:01 PM |
1410
|
$20.7B
|
| 1 North Wealth Services Llc |
2025 Q3
|
11/13/2025, 09:20 AM |
257
|
$244M
|
| Alta Fundamental Advisers LLC |
2025 Q3
|
11/13/2025, 12:37 PM |
20
|
$206M
|
| Lavaca Capital LLC |
2025 Q3
|
11/13/2025, 05:02 PM |
257
|
$552M
|
| Intrepid Financial Planning Group LLC |
2025 Q3
|
11/13/2025, 01:29 PM |
128
|
$262M
|
| Madison International Realty Holdings, LLC |
2025 Q3
|
11/13/2025, 05:12 PM |
1
|
$78.9M
|
| SkyBridge Capital II, LLC |
2025 Q3
|
11/13/2025, 03:08 PM |
4
|
$57.4M
|
| Elgethun Capital Management |
2025 Q3
|
11/13/2025, 04:19 PM |
156
|
$551M
|
| Charles-Lim Capital Ltd |
2025 Q3
|
11/12/2025, 08:20 PM |
7
|
$392M
|
| Betterment LLC |
2025 Q3
|
11/13/2025, 03:17 PM |
522
|
$50.6B
|