| Evernest Financial Advisors, LLC |
2025 Q1
|
5/9/2025, 05:49 PM |
148
|
$279M
|
| Red Crane Wealth Management, Llc |
2025 Q1
|
5/9/2025, 05:46 PM |
64
|
$104M
|
| Curio Wealth, Llc |
2025 Q1
|
5/9/2025, 05:44 PM |
389
|
$69.7K
|
| Potentia Wealth |
2025 Q1
|
5/9/2025, 05:37 PM |
90
|
$213M
|
| Beacon Harbor Wealth Advisors, Inc. |
2025 Q1
|
5/9/2025, 05:36 PM |
75
|
$430M
|
| Ironwood Investment Counsel, LLC |
2025 Q1
|
5/9/2025, 05:32 PM |
240
|
$579M
|
| VeraBank, N.A. |
2025 Q1
|
5/9/2025, 05:30 PM |
144
|
$358M
|
| St. Nicholas Private Asset Management, Inc |
2025 Q1
|
5/9/2025, 05:28 PM |
38
|
$105M
|
| Kim, Llc |
2025 Q1
|
5/9/2025, 05:27 PM |
57
|
$632M
|
| Roof Eidam Maycock Peralta, LLC |
2025 Q1
|
5/9/2025, 05:26 PM |
121
|
$377M
|
| Chicago Partners Investment Group LLC |
2025 Q1
|
5/9/2025, 05:25 PM |
933
|
$3.01B
|
| Chicago Capital Management, LLC |
2025 Q1
|
5/9/2025, 05:21 PM |
47
|
$120M
|
| Pinney & Scofield, Inc. |
2025 Q1
|
5/9/2025, 05:20 PM |
217
|
$138M
|
| Commonwealth Financial Services, LLC |
2025 Q1
|
5/9/2025, 05:20 PM |
197
|
$488M
|
| Koch, Inc. |
2025 Q1
|
5/9/2025, 05:20 PM |
5
|
$464M
|
| RiverGlades Family Offices LLC |
2025 Q1
|
5/9/2025, 05:20 PM |
82
|
$139M
|
| Fairfield University |
2025 Q1
|
5/9/2025, 05:08 PM |
3
|
$195M
|
| Elgethun Capital Management |
2025 Q1
|
5/9/2025, 05:06 PM |
151
|
$448M
|
| Monetta Financial Services Inc |
2025 Q1
|
5/9/2025, 05:04 PM |
54
|
$113M
|
| North Ridge Wealth Advisors, Inc. |
2024 Q4
|
5/9/2025, 05:03 PM |
195
|
$144M
|
| Boxwood Ventures, Inc. |
2025 Q1
|
5/9/2025, 05:00 PM |
30
|
$70M
|
| Clayton, Dubilier & Rice, LLC |
2025 Q1
|
5/9/2025, 04:59 PM |
2
|
$436M
|
| Foundry Group Next, LLC |
2025 Q1
|
5/9/2025, 04:59 PM |
1
|
$21.1M
|
| AlpInvest Partners B.V. |
2025 Q1
|
5/9/2025, 04:58 PM |
10
|
$68.2M
|
| Geometric Wealth Advisors |
2025 Q1
|
5/9/2025, 04:58 PM |
71
|
$585M
|
| Mithril II GP LP |
2025 Q1
|
5/9/2025, 04:58 PM |
2
|
$14.8M
|
| Charles Schwab Investment Management Inc |
2025 Q1
|
5/9/2025, 04:57 PM |
3476
|
$534B
|
| Toews Corp /Adv |
2025 Q1
|
5/9/2025, 04:54 PM |
8
|
$226M
|
| North Ridge Wealth Advisors, Inc. |
2025 Q1
|
5/9/2025, 04:53 PM |
163
|
$150M
|
| Evolution Wealth Advisors, LLC |
2025 Q1
|
5/9/2025, 04:51 PM |
149
|
$599M
|
| Coign Capital Advisors LLC |
2025 Q1
|
5/9/2025, 04:46 PM |
76
|
$130M
|
| ASR Vermogensbeheer N.V. |
2025 Q1
|
5/9/2025, 04:45 PM |
571
|
$6.75B
|
| Summit Rock Advisors, LP |
2025 Q1
|
5/9/2025, 04:44 PM |
2
|
$144M
|
| Blue Barn Wealth, LLC |
2025 Q1
|
5/9/2025, 04:43 PM |
149
|
$192M
|
| Keb Asset Management, Llc |
2025 Q1
|
5/9/2025, 04:40 PM |
82
|
$352M
|
| PARK CIRCLE Co |
2025 Q1
|
5/9/2025, 04:40 PM |
107
|
$112M
|
| Keeler Thomas Management LLC |
2025 Q1
|
5/9/2025, 04:39 PM |
76
|
$204M
|
| Carlyle Group Inc. |
2025 Q1
|
5/9/2025, 04:37 PM |
23
|
$3.8B
|
| Waycross Partners, Llc |
2025 Q1
|
5/9/2025, 04:37 PM |
63
|
$892M
|
| Ontario Teachers Pension Plan Board |
2025 Q1
|
5/9/2025, 04:36 PM |
414
|
$6.7B
|
| 1834 Investment Advisors Co |
2025 Q1
|
5/9/2025, 04:36 PM |
206
|
$775M
|
| Altfest L J & Co Inc |
2025 Q1
|
5/9/2025, 04:35 PM |
319
|
$797M
|
| CVentures, Inc. |
2025 Q1
|
5/9/2025, 04:34 PM |
0
|
$0
|
| Koch Industries Llc |
2025 Q1
|
5/9/2025, 04:34 PM |
0
|
$0
|
| CenterBook Partners LP |
2025 Q1
|
5/9/2025, 04:30 PM |
466
|
$1.57B
|
| Delta Air Lines, Inc. |
2025 Q1
|
5/9/2025, 04:30 PM |
2
|
$332M
|
| Arjuna Capital |
2025 Q1
|
5/9/2025, 04:29 PM |
113
|
$361M
|
| Mutual Of America Capital Management Llc |
2025 Q1 - Restatement
|
5/9/2025, 04:29 PM |
1412
|
$8.68B
|
| Solutions 4 Wealth, Ltd |
2025 Q1
|
5/9/2025, 04:29 PM |
52
|
$56.7M
|
| Silver Oak Advisory Group, Inc. |
2025 Q1
|
5/9/2025, 04:26 PM |
65
|
$188M
|
| Gagnon Securities Llc |
2025 Q1
|
5/9/2025, 04:26 PM |
98
|
$455M
|
| Northern Capital Management, Inc. |
2025 Q1
|
5/9/2025, 04:24 PM |
43
|
$153M
|
| Taika Capital, LP |
2025 Q1
|
5/9/2025, 04:23 PM |
0
|
$0
|
| R. W. Roge & Company, Inc. |
2025 Q1
|
5/9/2025, 04:22 PM |
54
|
$183M
|
| Belvedere Trading LLC |
2025 Q1
|
5/9/2025, 04:20 PM |
182
|
$1.15B
|
| Keynote Financial Services Llc |
2025 Q1
|
5/9/2025, 04:19 PM |
158
|
$140M
|
| Evolution Advisers, Inc. |
2025 Q1
|
5/9/2025, 04:18 PM |
151
|
$190M
|
| Headlands Technologies LLC |
2025 Q1
|
5/9/2025, 04:18 PM |
1101
|
$877M
|
| University of Illinois Foundation |
2025 Q1
|
5/9/2025, 04:16 PM |
7
|
$318M
|
| Travelers Companies, Inc. |
2025 Q1
|
5/9/2025, 04:16 PM |
3
|
$117M
|
| Battery Global Advisors, LLC |
2025 Q1
|
5/9/2025, 04:15 PM |
139
|
$179M
|
| Trv Gp V, Llc |
2025 Q1
|
5/9/2025, 04:15 PM |
4
|
$125M
|
| Trv Gp Vi, Llc |
2025 Q1
|
5/9/2025, 04:15 PM |
4
|
$42M
|
| Trv Gp IV, Llc |
2025 Q1
|
5/9/2025, 04:15 PM |
3
|
$92.9M
|
| Deutsche Bank Ag\ |
2025 Q1
|
5/9/2025, 04:14 PM |
3540
|
$252B
|
| Foster Dykema Cabot & Partners, Llc |
2025 Q1
|
5/9/2025, 04:10 PM |
339
|
$1.25B
|
| Navigoe, LLC |
2025 Q1
|
5/9/2025, 04:10 PM |
160
|
$115M
|
| Citizens Financial Group Inc/Ri |
2025 Q1
|
5/9/2025, 04:09 PM |
615
|
$5.07B
|
| Provident Investment Management, Inc. |
2025 Q1
|
5/9/2025, 04:09 PM |
71
|
$1.06B
|
| Abrams Capital Management, L.P. |
2025 Q1
|
5/9/2025, 04:08 PM |
13
|
$5.64B
|
| Conquis Financial Llc |
2025 Q1
|
5/9/2025, 04:07 PM |
60
|
$96.3M
|
| Corbyn Investment Management Inc/Md |
2025 Q1
|
5/9/2025, 04:05 PM |
63
|
$269M
|
| Briaud Financial Planning, Inc |
2025 Q1
|
5/9/2025, 04:05 PM |
194
|
$252M
|
| Cornerstone Advisors, LLC |
2025 Q1
|
5/9/2025, 04:05 PM |
267
|
$2.32B
|
| Silver Lake Group, L.L.C. |
2025 Q1
|
5/9/2025, 04:05 PM |
15
|
$5.53B
|
| Harvard Management Co Inc |
2025 Q1
|
5/9/2025, 04:05 PM |
14
|
$1.13B
|
| Technology Crossover Management XI, Ltd. |
2025 Q1
|
5/9/2025, 04:04 PM |
3
|
$982M
|
| Technology Crossover Management X, Ltd. |
2025 Q1
|
5/9/2025, 04:03 PM |
6
|
$684M
|
| City Of London Investment Management Co Ltd |
2025 Q1
|
5/9/2025, 04:02 PM |
86
|
$935M
|
| Technology Crossover Management IX, Ltd. |
2025 Q1
|
5/9/2025, 04:02 PM |
6
|
$1.15B
|
| Wharton Business Group, LLC |
2025 Q1
|
5/9/2025, 04:01 PM |
137
|
$2.21B
|
| JW Asset Management, LLC |
2025 Q1
|
5/9/2025, 04:01 PM |
18
|
$177M
|
| Technology Crossover Management VIII, Ltd. |
2025 Q1
|
5/9/2025, 04:01 PM |
6
|
$470M
|
| Greykasell Wealth Strategies, Inc. |
2025 Q1
|
5/9/2025, 04:01 PM |
344
|
$187M
|
| Primecap Management Co/Ca/ |
2025 Q1
|
5/9/2025, 04:01 PM |
335
|
$121B
|
| Highland Peak Capital, Llc |
2025 Q1
|
5/9/2025, 04:00 PM |
8
|
$134M
|
| Welch Capital Partners Llc/Ny |
2025 Q1
|
5/9/2025, 03:59 PM |
23
|
$420M
|
| Mastercard Foundation Asset Management Corp |
2025 Q1
|
5/9/2025, 03:58 PM |
3
|
$45.6B
|
| Hemington Wealth Management |
2025 Q1
|
5/9/2025, 03:58 PM |
1479
|
$645M
|
| CM Management, LLC |
2025 Q1
|
5/9/2025, 03:54 PM |
55
|
$99.5M
|
| Ball & Co Wealth Management Inc. |
2025 Q1
|
5/9/2025, 03:53 PM |
62
|
$93.3M
|
| Roberts Glore & Co Inc /Il/ |
2025 Q1
|
5/9/2025, 03:48 PM |
201
|
$328M
|
| Tidemark, LLC |
2025 Q1
|
5/9/2025, 03:47 PM |
698
|
$273M
|
| Fi3 FINANCIAL ADVISORS, LLC |
2025 Q1
|
5/9/2025, 03:45 PM |
137
|
$246M
|
| Nicholas Hoffman & Company, LLC. |
2025 Q1
|
5/9/2025, 03:45 PM |
285
|
$2.63B
|
| Jensen Investment Management Inc |
2025 Q1
|
5/9/2025, 03:39 PM |
84
|
$9.04B
|
| Leeward Financial Partners, LLC |
2025 Q1
|
5/9/2025, 03:39 PM |
86
|
$268M
|
| WealthShield Partners, LLC |
2025 Q1
|
5/9/2025, 03:38 PM |
530
|
$776M
|
| AXS Investments LLC |
2025 Q1
|
5/9/2025, 03:37 PM |
201
|
$362M
|
| Warburton Capital Management, LLC |
2025 Q1
|
5/9/2025, 03:37 PM |
49
|
$138M
|