| UNION SAVINGS BANK |
2025 Q4
|
3/6/2026 |
409
|
$230 M
|
| HSBC HOLDINGS PLC |
2025 Q4
|
3/6/2026 |
11,613
|
$180 B
|
| Redwood Family Wealth LLC |
2025 Q4
|
3/6/2026 |
107
|
$100 M
|
| BRIGHTON SECURITIES CORP. |
2025 Q4
|
3/6/2026 |
53
|
$200 M
|
| BRIGHTON SECURITIES CORP. |
2025 Q3
|
3/6/2026 |
55
|
$210 M
|
| BRIGHTON SECURITIES CORP. |
2025 Q2
|
3/6/2026 |
61
|
$180 M
|
| BRIGHTON SECURITIES CORP. |
2025 Q1
|
3/6/2026 |
57
|
$210 M
|
| BRIGHTON SECURITIES CORP. |
2024 Q4
|
3/6/2026 |
55
|
$210 M
|
| Cedarwood Wealth LLC |
2025 Q4
|
3/5/2026 |
76
|
$90 M
|
| Gunpowder Capital Management, LLC dba Oliver Wealth Management |
2025 Q4
|
3/5/2026 |
439
|
$130 M
|
| Mengis Capital Management, Inc. |
2025 Q4
|
3/5/2026 |
209
|
$570 M
|
| MOZAYYX MANAGEMENT LLC |
2025 Q4
|
3/5/2026 |
11
|
$130 M
|
| Storen Legacy Partners, LLC |
2025 Q4
|
3/5/2026 |
77
|
$320 M
|
| Worthington Financial Partners, LLC |
2025 Q4
|
3/5/2026 |
96
|
$110 M
|
| Taylor Securities Services, Inc. |
2025 Q4
|
3/5/2026 |
54
|
$220 M
|
| BAYBAN |
2025 Q4
|
3/5/2026 |
613
|
$110 M
|
| XXEC, Inc. |
2025 Q4
|
3/5/2026 |
22
|
$100 M
|
| Sentinel Dome Partners, LLC |
2025 Q4
|
3/5/2026 |
30
|
$150 M
|
| BUSH INVESTMENT GROUP, LLC |
2025 Q4
|
3/5/2026 |
38
|
$180 M
|
| Banco Santander, S.A. |
2025 Q2 - NEW HOLDINGS
|
3/5/2026 |
1
|
$1.1 M
|
| AG Campbell Advisory, LLC |
2025 Q4
|
3/4/2026 |
204
|
$330 M
|
| Pure Financial Advisors, LLC |
2025 Q4 - NEW HOLDINGS
|
3/4/2026 |
44
|
$550 M
|
| Compass Financial Group, Inc. (Ohio) |
2025 Q4
|
3/4/2026 |
47
|
$140 M
|
| Valpey Financial Services, LLC |
2025 Q4 - RESTATEMENT
|
3/4/2026 |
72
|
$160 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q4 - NEW HOLDINGS
|
3/4/2026 |
1
|
$72 M
|
| Rehmann Capital Advisory Group |
2025 Q4
|
3/4/2026 |
648
|
$1.9 B
|
| Savant Capital, LLC |
2025 Q3 - RESTATEMENT
|
3/4/2026 |
1,305
|
$16 B
|
| Savant Capital, LLC |
2025 Q1 - RESTATEMENT
|
3/4/2026 |
1,072
|
$12 B
|
| Savant Capital, LLC |
2025 Q2 - RESTATEMENT
|
3/4/2026 |
1,227
|
$14 B
|
| Hayek Kallen Investment Management |
2025 Q4
|
3/4/2026 |
93
|
$320 M
|
| SHP Wealth Management |
2025 Q4
|
3/4/2026 |
1,565
|
$1.3 B
|
| Henson-Edgewater Management, LLC |
2025 Q4
|
3/4/2026 |
27
|
$170 M
|
| Keenan, LLC |
2025 Q4 - RESTATEMENT
|
3/4/2026 |
41
|
$110 M
|
| BSN CAPITAL PARTNERS Ltd |
2025 Q4 - RESTATEMENT
|
3/4/2026 |
41
|
$2.1 B
|
| Stenger Family Office, LLC |
2025 Q4
|
3/4/2026 |
100
|
$480 M
|
| Leonteq Securities AG |
2024 Q3
|
3/4/2026 |
1,221
|
$1.3 B
|
| Leonteq Securities AG |
2024 Q2
|
3/4/2026 |
1,221
|
$1.4 B
|
| Financial Avengers, Inc. |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
145
|
$240 M
|
| Caitong International Asset Management Co., Ltd |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
1,839
|
$410 M
|
| Midway Capital Research & Management |
2025 Q4
|
3/3/2026 |
47
|
$100 M
|
| Employees Provident Fund Board |
2025 Q4
|
3/3/2026 |
73
|
$14 B
|
| S Harris Financial Group, LLC |
2025 Q4
|
3/3/2026 |
96
|
$100 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q3 - RESTATEMENT
|
3/3/2026 |
35
|
$180 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q2 - RESTATEMENT
|
3/3/2026 |
30
|
$160 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q1 - RESTATEMENT
|
3/3/2026 |
31
|
$130 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2024 Q4 - RESTATEMENT
|
3/3/2026 |
29
|
$110 M
|
| STRATEGIC ADVISORY PARTNERS, LLC |
2025 Q4
|
3/3/2026 |
36
|
$120 M
|
| Targeted Financial Services LLC |
2025 Q4
|
3/3/2026 |
52
|
$120 M
|
| Integrated Wealth Management |
2025 Q4
|
3/3/2026 |
92
|
$89 M
|
| WMS Group LLC |
2025 Q4
|
3/3/2026 |
54
|
$79 M
|
| EJMK Ventures LLC |
2025 Q4
|
3/3/2026 |
175
|
$160 M
|
| FEARNLEY ASSET MANAGEMENT AS |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
21
|
$220 M
|
| Tulsa Wealth Advisors, INC |
2025 Q4
|
3/3/2026 |
110
|
$300 M
|
| Integrated Investment Consultants, LLC |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
542
|
$510 M
|
| hemming& Wealth Management, Inc. |
2025 Q4
|
3/3/2026 |
15
|
$150 M
|
| Koenig Investment Advisory, LLC |
2025 Q4
|
3/3/2026 |
37
|
$120 M
|
| PLATINUM PARAMOUNT INVESTMENT LTD. |
2025 Q4
|
3/3/2026 |
2
|
$810 M
|
| NWF Advisory Services Inc. |
2025 Q4
|
3/3/2026 |
409
|
$900 M
|
| Caitong International Asset Management Co., Ltd |
2025 Q4 - RESTATEMENT
|
3/2/2026 |
1,839
|
$410 M
|
| Ovata Capital Management Ltd |
2025 Q4 - RESTATEMENT
|
3/2/2026 |
53
|
$820 M
|
| BANK OF HAWAII |
2025 Q4
|
3/2/2026 |
281
|
$2.0 B
|
| Rising Stella Capital Pte. Ltd |
2025 Q4
|
3/2/2026 |
3
|
$210 M
|
| Corecam Pte. Ltd. |
2025 Q4
|
3/2/2026 |
60
|
$190 M
|
| Corecam Pte. Ltd. |
2025 Q3
|
3/2/2026 |
46
|
$190 M
|
| Corecam Pte. Ltd. |
2025 Q2
|
3/2/2026 |
37
|
$180 M
|
| Corecam Pte. Ltd. |
2025 Q1
|
3/2/2026 |
33
|
$180 M
|
| NCM Capital Management, LLC |
2025 Q4
|
3/2/2026 |
175
|
$270 M
|
| Wick Capital Partners, LLC |
2025 Q4 - RESTATEMENT
|
3/2/2026 |
206
|
$560 M
|
| COGENT STRATEGIC WEALTH LLC |
2025 Q4
|
3/2/2026 |
48
|
$92 M
|
| Reflection Asset Management |
2025 Q4
|
3/2/2026 |
506
|
$140 M
|
| CFO CAPITAL MANAGEMENT LLC |
2025 Q4
|
3/2/2026 |
110
|
$130 M
|
| Sankala Group LLC |
2025 Q4
|
3/2/2026 |
570
|
$130 M
|
| TOBAM |
2025 Q4
|
3/2/2026 |
255
|
$410 M
|
| Amicus Financial Advisors, LLC |
2025 Q4
|
3/2/2026 |
90
|
$360 M
|
| Clearwave Capital, LLC |
2025 Q4
|
3/2/2026 |
138
|
$140 M
|
| SOUTHERN CAPITAL SERVICES INC /ADV |
2025 Q4
|
2/27/2026 |
27
|
$160 M
|
| ARWA LLC |
2025 Q4
|
2/27/2026 |
124
|
$170 M
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q4
|
2/27/2026 |
72
|
$170 M
|
| MISHPACHA HOLDINGS CORP |
2025 Q4
|
2/27/2026 |
13
|
$120 M
|
| Pantera Capital Partners LP |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
4
|
$180 M
|
| Pantera Capital Partners LP |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
16
|
$500 M
|
| Pantera Capital Partners LP |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
15
|
$160 M
|
| Cross Staff Investments Inc |
2025 Q4
|
2/27/2026 |
132
|
$180 M
|
| Nolet Wealth Management, LLC |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
161
|
$180 M
|
| Financially in Tune, LLC |
2025 Q4
|
2/27/2026 |
71
|
$110 M
|
| BEACON ADVISORS HOLDINGS, LLC |
2025 Q4
|
2/27/2026 |
36
|
$190 M
|
| Naman Capital Ltda |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
17
|
$360 M
|
| Retirement Solution LLC |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
48
|
$420 M
|
| Retirement Solution LLC |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
44
|
$390 M
|
| Retirement Solution LLC |
2025 Q1 - RESTATEMENT
|
2/27/2026 |
39
|
$350 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
144
|
$350 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
150
|
$320 M
|
| Strategic Investment Solutions, Inc. /IL |
2025 Q4
|
2/27/2026 |
8,117
|
$420 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q1 - RESTATEMENT
|
2/27/2026 |
154
|
$300 M
|
| Compass Financial Services Inc |
2025 Q4
|
2/27/2026 |
294
|
$230 M
|
| OakTrust Wealth Advisors, LLC |
2025 Q4
|
2/27/2026 |
68
|
$110 M
|
| GROUPAMA ASSET MANAGMENT |
2025 Q4
|
2/27/2026 |
437
|
$6.8 B
|
| BARCLAYS PLC |
2025 Q2 - RESTATEMENT
|
2/26/2026 |
12,350
|
$440 B
|
| 46 Peaks LLC |
2025 Q4
|
2/26/2026 |
24
|
$140 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q3 - RESTATEMENT
|
2/26/2026 |
110
|
$170 M
|