| Premier Wealth Management W.L.L. |
2021 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2021 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2021 Q1
|
2/20/2026 |
1
|
$0
|
| Kovitz Investment Group Partners, LLC |
2025 Q4
|
2/20/2026 |
471
|
$4.5 B
|
| Premier Wealth Management W.L.L. |
2020 Q4
|
2/20/2026 |
1
|
$0
|
| Ruggaard & Associates LLC |
2025 Q4
|
2/20/2026 |
139
|
$250 M
|
| Capital Markets Trading UK LLP |
2025 Q4 - NEW HOLDINGS
|
2/20/2026 |
305
|
$6.8 B
|
| CMT Capital Markets Trading GmbH |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
356
|
$11 B
|
| McLaughlin Asset Management, Inc. |
2025 Q4
|
2/20/2026 |
91
|
$110 M
|
| Arrow Capital Pty Ltd |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
17
|
$100 M
|
| Capstone Wealth Management, Inc. |
2025 Q4
|
2/20/2026 |
40
|
$110 M
|
| Bauman Advisory Group, LLC |
2025 Q4
|
2/20/2026 |
51
|
$120 M
|
| Talisman Wealth Advisors LLC |
2025 Q4
|
2/19/2026 |
115
|
$130 M
|
| Wick Capital Partners, LLC |
2025 Q4
|
2/19/2026 |
208
|
$560 M
|
| Waterford Advisors, LLC |
2025 Q4
|
2/19/2026 |
48
|
$260 M
|
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC |
2025 Q4
|
2/19/2026 |
15
|
$130 M
|
| Kinloch Capital, LLC |
2025 Q4
|
2/19/2026 |
77
|
$230 M
|
| White Knight Strategic Wealth Advisors, LLC |
2025 Q4
|
2/19/2026 |
89
|
$140 M
|
| Prestige Wealth Management Group LLC |
2024 Q2 - RESTATEMENT
|
2/19/2026 |
1,263
|
$460 M
|
| Prestige Wealth Management Group LLC |
2024 Q3 - RESTATEMENT
|
2/19/2026 |
1,324
|
$480 M
|
| Prestige Wealth Management Group LLC |
2024 Q4 - RESTATEMENT
|
2/19/2026 |
1,334
|
$480 M
|
| Prestige Wealth Management Group LLC |
2025 Q1 - RESTATEMENT
|
2/19/2026 |
1,297
|
$470 M
|
| Prestige Wealth Management Group LLC |
2025 Q2 - RESTATEMENT
|
2/19/2026 |
1,299
|
$490 M
|
| Prestige Wealth Management Group LLC |
2025 Q3 - RESTATEMENT
|
2/19/2026 |
1,286
|
$520 M
|
| 93 Financial Group, LLC |
2025 Q4
|
2/19/2026 |
9
|
$230 M
|
| Vancity Investment Management Ltd |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
87
|
$740 M
|
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
2025 Q4
|
2/19/2026 |
37
|
$110 M
|
| MCGUIRE CAPITAL ADVISORS INC |
2025 Q4
|
2/19/2026 |
944
|
$160 M
|
| Hamilton Wealth, LLC |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
116
|
$530 M
|
| BFI Wealth Solutions, LLC |
2025 Q4
|
2/19/2026 |
73
|
$100 M
|
| T. Rowe Price Investment Management, Inc. |
2025 Q4 - NEW HOLDINGS
|
2/19/2026 |
901
|
$160 B
|
| WealthPoint Financial, LLC |
2025 Q4
|
2/19/2026 |
117
|
$110 M
|
| SIP GLOBAL OPPORTUNITY MANAGER LLC |
2025 Q4
|
2/19/2026 |
1
|
$100 M
|
| Van Diest Capital, LLC |
2025 Q4
|
2/19/2026 |
138
|
$67 M
|
| Compound Planning, Inc. |
2025 Q4
|
2/19/2026 |
2,175
|
$3.4 B
|
| Claris Financial LLC |
2025 Q4
|
2/19/2026 |
178
|
$190 M
|
| Connective Capital Management, LLC |
2025 Q4
|
2/19/2026 |
57
|
$170 M
|
| TMB Capital Partners, LLC |
2025 Q4
|
2/19/2026 |
169
|
$290 M
|
| Briggs Wealth Management, Inc |
2025 Q4
|
2/19/2026 |
54
|
$93 M
|
| ATX Financial Planning, LLC |
2025 Q4
|
2/19/2026 |
87
|
$130 M
|
| Torrey-Payne Wealth Management, LLC |
2025 Q4
|
2/19/2026 |
39
|
$110 M
|
| VCU Investment Management Co |
2025 Q4
|
2/19/2026 |
2
|
$85 M
|
| Invesco Ltd. |
2025 Q4
|
2/19/2026 |
23,487
|
$650 B
|
| Michels Family Financial, LLC |
2025 Q4
|
2/19/2026 |
136
|
$140 M
|
| Evansbrook LLC |
2025 Q4
|
2/19/2026 |
113
|
$150 M
|
| Rare Wolf Capital LLC |
2025 Q4
|
2/19/2026 |
123
|
$160 M
|
| Harbour Wealth Management Group, Inc. |
2025 Q4
|
2/19/2026 |
91
|
$130 M
|
| CBM Financial, LLC |
2025 Q4
|
2/19/2026 |
16
|
$150 M
|
| Spinecap SAS |
2025 Q4
|
2/19/2026 |
13
|
$230 M
|
| Spinecap SAS |
2025 Q3
|
2/19/2026 |
13
|
$230 M
|
| Lexington Hill Partners, LLC |
2025 Q4
|
2/19/2026 |
67
|
$130 M
|
| First Growth Capital LLC |
2025 Q4
|
2/19/2026 |
121
|
$110 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
1,043
|
$5.8 B
|
| Headwater Capital Co Ltd |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
17
|
$480 M
|
| Aznar Financial Advisors, LLC |
2025 Q4
|
2/18/2026 |
31
|
$100 M
|
| Smith Asset Management Co., LLC |
2025 Q4
|
2/18/2026 |
70
|
$120 M
|
| Jacobs Equity LLC |
2025 Q4
|
2/18/2026 |
106
|
$100 M
|
| Himalaya Capital Management LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
9
|
$3.6 B
|
| Corient Private Wealth LLC |
2025 Q4
|
2/18/2026 |
5,244
|
$75 B
|
| Birchwood Financial Partners, Inc. |
2025 Q4
|
2/18/2026 |
352
|
$100 M
|
| Electron Capital Partners, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
40
|
$2.2 B
|
| Alberta Investment Management Corp |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
747
|
$17 B
|
| ROBOTTI ROBERT |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
79
|
$560 M
|
| Little Harbor Advisors, LLC |
2025 Q4
|
2/18/2026 |
8
|
$190 M
|
| CrossGen Wealth, LLC |
2025 Q4
|
2/18/2026 |
198
|
$110 M
|
| Plotkin Financial Advisors, LLC |
2025 Q4
|
2/18/2026 |
101
|
$200 M
|
| Royal Harbor Partners, LLC |
2025 Q4
|
2/18/2026 |
51
|
$300 M
|
| Ironclad Investments LLC |
2025 Q4
|
2/18/2026 |
3
|
$210 M
|
| Andrews Advisory Associates, LLC |
2025 Q4
|
2/18/2026 |
81
|
$190 M
|
| Onyx Bridge Wealth Group LLC |
2025 Q4
|
2/18/2026 |
487
|
$940 M
|
| Wealthspire Retirement, LLC |
2025 Q4
|
2/18/2026 |
305
|
$1.6 B
|
| ORACLE INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/18/2026 |
22
|
$170 M
|
| Grand Central Investment Group |
2025 Q4
|
2/18/2026 |
43
|
$140 M
|
| Kastel Capital Advisors, LLC |
2025 Q4
|
2/18/2026 |
55
|
$160 M
|
| TAM Capital Management Inc. |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
8
|
$170 M
|
| Wealth Intelligence, LLC |
2025 Q4
|
2/18/2026 |
55
|
$200 M
|
| VR Advisory Services Ltd |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
37
|
$630 M
|
| FULLER & THALER ASSET MANAGEMENT, INC. |
2025 Q4 - NEW HOLDINGS
|
2/18/2026 |
498
|
$30 B
|
| Pinnacle Financial Partners, Inc. |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
2,477
|
$13 B
|
| NewEdge Advisors, LLC |
2025 Q4
|
2/18/2026 |
4,214
|
$28 B
|
| Veratis Advisors, Inc. |
2025 Q4
|
2/18/2026 |
75
|
$130 M
|
| Crusonia Wealth Advisors LLC |
2025 Q4
|
2/18/2026 |
226
|
$460 M
|
| Hershey Financial Advisers, LLC |
2025 Q4
|
2/18/2026 |
134
|
$120 M
|
| Strong Retirement Solutions LLC |
2025 Q4
|
2/18/2026 |
84
|
$150 M
|
| ADAR1 Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
270
|
$1.4 B
|
| Sunstone Asset Management, L.P. |
2025 Q4
|
2/18/2026 |
61
|
$100 M
|
| CIM, LLC |
2025 Q4
|
2/18/2026 |
171
|
$760 M
|
| ALPHA CAPITAL ADVISORS INC /ADV |
2025 Q4
|
2/18/2026 |
33
|
$110 M
|
| Empowered Funds, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
3,248
|
$5.9 B
|
| CAT ROCK CAPITAL MANAGEMENT LP |
2025 Q4
|
2/18/2026 |
16
|
$700 M
|
| KVP Capital Advisors, LP |
2025 Q4
|
2/18/2026 |
27
|
$100 M
|
| Lynrock Lake LP |
2025 Q4 - NEW HOLDINGS
|
2/18/2026 |
1
|
$510 k
|
| VestGen Investment Management |
2025 Q4
|
2/18/2026 |
197
|
$180 M
|
| Garton & Associates Financial Advisors LLC |
2025 Q4
|
2/18/2026 |
1,507
|
$180 M
|
| KKM Financial LLC |
2025 Q4
|
2/18/2026 |
170
|
$560 M
|
| Pacific Excel Wealth Advisors, Inc. |
2025 Q4
|
2/18/2026 |
90
|
$53 M
|
| Millennium Capital Advisors, LLC |
2025 Q3
|
2/18/2026 |
130
|
$170 M
|
| Millennium Capital Advisors, LLC |
2025 Q2
|
2/18/2026 |
121
|
$150 M
|
| Skyview Financial Group LLC |
2025 Q4
|
2/18/2026 |
57
|
$97 M
|
| Millennium Capital Advisors, LLC |
2025 Q1
|
2/18/2026 |
114
|
$140 M
|