| Claro Advisors LLC |
2025 Q3
|
12 Nov 2025, 12:58 |
396
|
$685M
|
| Element Pointe Advisors, Llc |
2025 Q3
|
12 Nov 2025, 14:14 |
75
|
$469M
|
| Bonfire Financial |
2025 Q3
|
10 Nov 2025, 19:10 |
56
|
$130M
|
| Advantage Alpha Capital Partners LP |
2025 Q3
|
12 Nov 2025, 13:54 |
130
|
$332M
|
| Cresset Asset Management, LLC |
2025 Q3
|
12 Nov 2025, 13:15 |
1744
|
$25.8B
|
| Laurel Wealth Advisors LLC |
2025 Q3
|
12 Nov 2025, 11:31 |
164
|
$715M
|
| Xn Lp |
2025 Q3
|
12 Nov 2025, 15:41 |
22
|
$3.4B
|
| Taikang Asset Management (Hong Kong) Co Ltd |
2025 Q3
|
12 Nov 2025, 09:38 |
100
|
$895M
|
| United Capital Management of KS, Inc. |
2025 Q3
|
12 Nov 2025, 17:13 |
117
|
$735M
|
| Brand Asset Management Group, Inc. |
2025 Q3
|
12 Nov 2025, 10:33 |
165
|
$355M
|
| Greenhaven Road Investment Management, L.P. |
2025 Q3
|
12 Nov 2025, 11:14 |
15
|
$242M
|
| Galileo (PTC) Ltd |
2025 Q3
|
12 Nov 2025, 17:07 |
4
|
$1.11B
|
| AltraVue Capital, LLC |
2025 Q3
|
12 Nov 2025, 14:01 |
25
|
$1.21B
|
| Elo Mutual Pension Insurance Co |
2025 Q3
|
12 Nov 2025, 11:01 |
614
|
$6.09B
|
| Islay Capital Management, Llc |
2025 Q3
|
12 Nov 2025, 17:10 |
215
|
$174M
|
| USAdvisors Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 12:58 |
134
|
$289M
|
| Leeward Financial Partners, LLC |
2025 Q3
|
12 Nov 2025, 17:01 |
101
|
$351M
|
| Lingotto Investment Management LLP |
2025 Q3
|
12 Nov 2025, 10:45 |
34
|
$5.34B
|
| All Terrain Financial Advisors, LLC |
2025 Q3
|
12 Nov 2025, 13:48 |
94
|
$310M
|
| MayTech Global Investments, LLC |
2025 Q3
|
12 Nov 2025, 15:46 |
24
|
$958M
|
| Solstein Capital, LLC |
2025 Q3
|
12 Nov 2025, 17:19 |
448
|
$217M
|
| Requisite Capital Management, LLC |
2025 Q3
|
12 Nov 2025, 09:23 |
362
|
$595M
|
| Gryphon Financial Partners LLC |
2025 Q3
|
12 Nov 2025, 10:50 |
323
|
$877M
|
| Smart Money Group LLC |
2025 Q3
|
12 Nov 2025, 11:40 |
80
|
$338M
|
| Briar Hall Management LLC |
2025 Q3
|
12 Nov 2025, 11:00 |
1
|
$6.74B
|
| IFG Advisory, LLC |
2025 Q3
|
12 Nov 2025, 14:22 |
763
|
$2.2B
|
| Neo Ivy Capital Management |
2025 Q3
|
12 Nov 2025, 10:50 |
374
|
$410M
|
| Bluegrass Capital Partners LP |
2025 Q3
|
12 Nov 2025, 15:30 |
10
|
$153M
|
| AAF Wealth Management, LLC |
2025 Q3
|
10 Nov 2025, 21:12 |
43
|
$221M
|
| Centersquare Investment Management Llc |
2025 Q3
|
10 Nov 2025, 18:02 |
80
|
$9.95B
|
| Gemsstock Ltd. |
2025 Q3
|
12 Nov 2025, 06:47 |
15
|
$377M
|
| Steward Partners Investment Advisory, LLC |
2025 Q3
|
12 Nov 2025, 11:46 |
4257
|
$17.4B
|
| Capital Markets Trading UK LLP |
2025 Q3
|
12 Nov 2025, 16:42 |
78
|
$97.9M
|
| Close Asset Management Ltd |
2025 Q3
|
12 Nov 2025, 06:33 |
261
|
$4.5B
|
| Fortress Private Ledger, Llc |
2025 Q3
|
12 Nov 2025, 11:17 |
202
|
$274M
|
| Ninepoint Partners LP |
2025 Q3
|
12 Nov 2025, 10:23 |
132
|
$724M
|
| Beaton Management Co. Inc. |
2025 Q3
|
12 Nov 2025, 09:31 |
142
|
$220M
|
| Mountain Capital Investment Advisors Inc. |
2025 Q3
|
12 Nov 2025, 09:25 |
84
|
$568M
|
| Aip, Llc |
2025 Q3
|
12 Nov 2025, 16:48 |
2
|
$582M
|
| AlphaCore Capital LLC |
2025 Q3
|
10 Nov 2025, 20:01 |
1079
|
$2.97B
|
| Bridge City Capital, LLC |
2025 Q3
|
12 Nov 2025, 13:56 |
108
|
$374M
|
| Geneva Partners, LLC |
2025 Q3
|
12 Nov 2025, 11:37 |
68
|
$274M
|
| CIBC Bancorp USA Inc. |
2025 Q3
|
12 Nov 2025, 12:46 |
2171
|
$83.7B
|
| Himalaya Capital Management LLC |
2025 Q3
|
12 Nov 2025, 16:35 |
9
|
$3.23B
|
| Israel Discount Bank of New York |
2025 Q3
|
12 Nov 2025, 14:46 |
41
|
$33.8M
|
| Heritage Trust Co |
2025 Q3
|
12 Nov 2025, 10:47 |
299
|
$944M
|
| Kaleidoscope Capital Lp |
2025 Q3
|
12 Nov 2025, 11:02 |
11
|
$350M
|
| Ascent Capital Management, LLC |
2025 Q3
|
12 Nov 2025, 13:17 |
63
|
$125M
|
| Local Pensions Partnership Investment Ltd |
2025 Q3
|
12 Nov 2025, 12:46 |
33
|
$5.87B
|
| Local Pensions Partnership Investment Ltd |
2025 Q2
|
12 Nov 2025, 12:43 |
35
|
$5.42B
|
| Local Pensions Partnership Investment Ltd |
2025 Q1
|
12 Nov 2025, 12:39 |
35
|
$5.04B
|
| Local Pensions Partnership Investment Ltd |
2024 Q4
|
12 Nov 2025, 12:37 |
36
|
$5.38B
|
| Technology Crossover Management IX, Ltd. |
2025 Q3
|
12 Nov 2025, 16:02 |
6
|
$1.27B
|
| Capco Asset Management, LLC |
2025 Q3
|
12 Nov 2025, 08:41 |
27
|
$429M
|
| E-L Financial Corp Ltd |
2025 Q3
|
12 Nov 2025, 14:41 |
1
|
$1.26B
|
| United Bank |
2025 Q3
|
12 Nov 2025, 09:55 |
119
|
$288M
|
| Northwest Quadrant Wealth Management, LLC |
2025 Q3
|
10 Nov 2025, 21:40 |
74
|
$473M
|
| ARK Investment Management LLC |
2025 Q3
|
12 Nov 2025, 14:10 |
196
|
$16.8B
|
| Level Four Advisory Services, Llc |
2025 Q3
|
12 Nov 2025, 13:39 |
802
|
$2.92B
|
| Round Hill Asset Management |
2025 Q3
|
12 Nov 2025, 12:13 |
63
|
$152M
|
| Hapanowicz & Associates Financial Services, Inc |
2025 Q3
|
10 Nov 2025, 21:44 |
34
|
$217M
|
| Siena Capital Partners GP, LLC |
2025 Q3
|
12 Nov 2025, 11:29 |
96
|
$349M
|
| AustralianSuper Pty Ltd |
2025 Q3 - Restatement
|
12 Nov 2025, 13:08 |
268
|
$21.2B
|
| ATOMVEST Ltd |
2025 Q3
|
12 Nov 2025, 10:16 |
4
|
$68.5M
|
| Teleios Capital Partners GmbH |
2025 Q3
|
12 Nov 2025, 12:04 |
1
|
$65.7M
|
| Per Stirling Capital Management, LLC. |
2025 Q3
|
12 Nov 2025, 16:03 |
281
|
$836M
|
| Legacy Bridge, LLC |
2025 Q3
|
12 Nov 2025, 10:11 |
312
|
$240M
|
| JT Stratford LLC |
2025 Q3
|
12 Nov 2025, 14:14 |
305
|
$747M
|
| Harbor Advisors LLC |
2025 Q3
|
12 Nov 2025, 07:08 |
190
|
$648M
|
| Ibex Wealth Advisors |
2025 Q3
|
12 Nov 2025, 07:57 |
203
|
$1.04B
|
| Choreo, Llc |
2025 Q3
|
10 Nov 2025, 18:59 |
1569
|
$7.59B
|
| Nicholas Hoffman & Company, LLC. |
2025 Q3
|
12 Nov 2025, 09:54 |
306
|
$4.13B
|
| Intellectus Partners, LLC |
2025 Q3
|
12 Nov 2025, 16:05 |
278
|
$516M
|
| Gilbert & Cook, Inc. |
2025 Q3
|
12 Nov 2025, 08:53 |
210
|
$778M
|
| Horizon Financial Services, Llc |
2025 Q3
|
12 Nov 2025, 15:52 |
351
|
$210M
|
| Retirement Capital Strategies |
2025 Q3
|
12 Nov 2025, 14:16 |
62
|
$261M
|
| Kelman-Lazarov, Inc. |
2025 Q3
|
12 Nov 2025, 11:06 |
132
|
$674M
|
| RJA Asset Management LLC |
2025 Q3
|
12 Nov 2025, 11:06 |
3
|
$263M
|
| Intrinsic Edge Capital Management LLC |
2025 Q3
|
12 Nov 2025, 13:08 |
94
|
$659M
|
| 8 Vc Gp I, Llc |
2025 Q3
|
12 Nov 2025, 16:39 |
2
|
$77.8M
|
| Charter Research & Investment Group, Inc. |
2025 Q3
|
12 Nov 2025, 07:08 |
83
|
$144M
|
| Mint Tower Capital Management B.V. |
2025 Q3
|
12 Nov 2025, 08:43 |
192
|
$798M
|
| SQN Investors LP |
2025 Q3
|
12 Nov 2025, 11:14 |
1
|
$12.8M
|
| Brilliance Asset Management Ltd |
2025 Q3
|
12 Nov 2025, 08:50 |
7
|
$187M
|
| Cedar Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 12:37 |
244
|
$326M
|
| Aptus Capital Advisors, LLC |
2025 Q3
|
12 Nov 2025, 16:33 |
1564
|
$11B
|
| Oak Grove Capital LLC |
2025 Q3
|
12 Nov 2025, 12:54 |
67
|
$463M
|
| Integrated Advisors Network LLC |
2025 Q3
|
10 Nov 2025, 21:34 |
767
|
$2.38B
|
| Wind River Trust Co |
2025 Q3
|
12 Nov 2025, 07:18 |
10
|
$270M
|
| Mufg Securities (Canada), Ltd. |
2025 Q3
|
12 Nov 2025, 09:58 |
43
|
$3.58B
|
| Proficio Capital Partners LLC |
2025 Q3
|
12 Nov 2025, 11:21 |
223
|
$3.9B
|
| Rovida Advisors Inc. |
2025 Q3
|
12 Nov 2025, 16:31 |
12
|
$116M
|
| Sciencast Management LP |
2025 Q3
|
12 Nov 2025, 11:56 |
251
|
$535M
|
| Bristol Gate Capital Partners Inc. |
2025 Q3
|
12 Nov 2025, 10:42 |
31
|
$1.69B
|
| Fiduciary Group, LLC |
2025 Q3
|
12 Nov 2025, 14:45 |
289
|
$1.14B
|
| William Blair Investment Management, Llc |
2025 Q3
|
12 Nov 2025, 11:25 |
414
|
$38.7B
|
| River Wealth Advisors LLC |
2025 Q3
|
12 Nov 2025, 11:28 |
203
|
$855M
|
| Empire Life Investments Inc. |
2025 Q3
|
12 Nov 2025, 15:34 |
107
|
$1.71B
|
| Starr Indemnity & Liability Co |
2025 Q3
|
10 Nov 2025, 17:32 |
4
|
$306M
|
| Xponance, Inc. |
2025 Q3
|
10 Nov 2025, 21:35 |
1526
|
$12.6B
|