| Atlatl Advisers LLC |
2026 Q1
|
5/7/2026 |
95
|
$130 M
|
| SAGESPRING WEALTH PARTNERS, LLC |
2026 Q1
|
5/7/2026 |
791
|
$5.5 B
|
| Omnia Family Wealth, LLC |
2026 Q1
|
5/7/2026 |
90
|
$320 M
|
| NAVELLIER & ASSOCIATES INC |
2026 Q1
|
5/7/2026 |
326
|
$960 M
|
| Forum Finance Group S.A. |
2026 Q1
|
5/7/2026 |
321
|
$180 M
|
| Triodos Investment Management BV |
2026 Q1
|
5/7/2026 |
49
|
$1.3 B
|
| Principle Wealth Partners LLC |
2026 Q1
|
5/7/2026 |
380
|
$1.7 B
|
| RATIONAL ADVISORS, INC. |
2026 Q1
|
5/7/2026 |
229
|
$980 M
|
| DRAVO BAY LLC |
2026 Q1
|
5/7/2026 |
54
|
$250 M
|
| New England Research & Management, Inc. |
2026 Q1
|
5/7/2026 |
143
|
$240 M
|
| REAVES W H & CO INC |
2026 Q1
|
5/7/2026 |
109
|
$6.0 B
|
| Richard C. Young & CO., LTD. |
2026 Q1
|
5/7/2026 |
93
|
$1.2 B
|
| Sage Advisory Services, Ltd.Co. |
2026 Q1
|
5/7/2026 |
42
|
$180 M
|
| Tull Financial Group, Inc. |
2026 Q1
|
5/7/2026 |
31
|
$220 M
|
| Transce3nd, LLC |
2026 Q1
|
5/7/2026 |
171
|
$11 M
|
| ROTHSCHILD INVESTMENT LLC |
2026 Q1
|
5/7/2026 |
3,605
|
$1.9 B
|
| Momentum Wealth Planning, LLC |
2026 Q1
|
5/7/2026 |
36
|
$110 M
|
| FORSTA AP-FONDEN |
2026 Q1
|
5/7/2026 |
1
|
$0
|
| SEB Asset Management AB |
2026 Q1
|
5/7/2026 |
680
|
$23 B
|
| Paradigm, Strategies in Wealth Management, LLC |
2026 Q1
|
5/7/2026 |
55
|
$150 M
|
| Regents Gate Capital LLP |
2026 Q1
|
5/7/2026 |
36
|
$470 M
|
| Bucket List Wealth Management, LLC |
2025 Q4
|
5/7/2026 |
63
|
$170 M
|
| Vision Retirement, LLC |
2025 Q4
|
5/7/2026 |
602
|
$370 M
|
| Vision Retirement, LLC |
2026 Q1
|
5/7/2026 |
649
|
$350 M
|
| Swiss National Bank |
2026 Q1
|
5/7/2026 |
2,301
|
$170 B
|
| Trivest Advisors Ltd |
2026 Q1
|
5/7/2026 |
29
|
$1.4 B
|
| Next Capital Management LLC |
2026 Q1
|
5/7/2026 |
134
|
$330 M
|
| Marshall & Sterling Wealth Advisors Inc. |
2026 Q1
|
5/7/2026 |
344
|
$150 M
|
| REGIMEN WEALTH, LLC |
2026 Q1
|
5/7/2026 |
70
|
$340 M
|
| FINANCIAL DISCOVERY GROUP INC |
2026 Q1
|
5/7/2026 |
16
|
$43 M
|
| LITTLE HOUSE CAPITAL LLC |
2026 Q1
|
5/7/2026 |
112
|
$390 M
|
| Sanofi |
2026 Q1
|
5/7/2026 |
9
|
$340 M
|
| S&CO INC |
2026 Q1
|
5/7/2026 |
218
|
$1.6 B
|
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2026 Q1
|
5/7/2026 |
141
|
$360 M
|
| Eurizon Asset Management Slovakia, sprav. spol., a.s. |
2026 Q1
|
5/7/2026 |
5
|
$3.4 M
|
| True North Advisors, LLC |
2026 Q1
|
5/7/2026 |
245
|
$880 M
|
| Tandem Investment Advisors, Inc. |
2026 Q1
|
5/7/2026 |
83
|
$2.0 B
|
| AMERICAN ASSET MANAGEMENT INC. |
2026 Q1
|
5/7/2026 |
31
|
$120 M
|
| Koss-Olinger Consulting, LLC |
2026 Q1
|
5/7/2026 |
254
|
$1.2 B
|
| Danmarks Nationalbank |
2026 Q1
|
5/7/2026 |
1
|
$1.2 B
|
| KBC Group NV |
2026 Q1
|
5/7/2026 |
2,550
|
$40 B
|
| TAIYO LIFE INSURANCE CO |
2026 Q1
|
5/7/2026 |
10
|
$910 M
|
| Eurizon Asset Management Hungary Ltd. |
2026 Q1
|
5/7/2026 |
20
|
$93 M
|
| DekaBank Deutsche Girozentrale |
2026 Q1
|
5/7/2026 |
1,660
|
$61 B
|
| TimesSquare Capital Management, LLC |
2026 Q1
|
5/7/2026 |
151
|
$5.9 B
|
| swisspartners Advisors Ltd |
2026 Q1
|
5/7/2026 |
24
|
$160 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/6/2026 |
45
|
$210 M
|
| All-Stars Investment Ltd |
2026 Q1
|
5/6/2026 |
4
|
$210 M
|
| IvyRock Asset Management (HK) Ltd |
2026 Q1
|
5/6/2026 |
25
|
$180 M
|
| OPTIMAS CAPITAL Ltd |
2026 Q1
|
5/6/2026 |
11
|
$45 M
|
| CKW FINANCIAL GROUP |
2026 Q1
|
5/6/2026 |
166
|
$920 M
|
| Terril Brothers, Inc. |
2026 Q1
|
5/6/2026 |
75
|
$370 M
|
| Vericrest Private Wealth |
2026 Q1
|
5/6/2026 |
39
|
$110 M
|
| Groupe Bruxelles Lambert |
2026 Q1
|
5/6/2026 |
1
|
$240 M
|
| OFC FINANCIAL PLANNING, LLC |
2026 Q1
|
5/6/2026 |
57
|
$100 M
|
| Magnolia Wealth Management, LLC |
2026 Q1
|
5/6/2026 |
212
|
$170 M
|
| MASON STREET ADVISORS, LLC |
2026 Q1
|
5/6/2026 |
15
|
$1.0 B
|
| Latigo Investments, LLC |
2026 Q1
|
5/6/2026 |
14
|
$200 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2026 Q1
|
5/6/2026 |
22
|
$210 M
|
| Mizuho Securities Co. Ltd. |
2026 Q1
|
5/6/2026 |
16
|
$7.7 M
|
| Fiduciary Wealth Partners, LLC |
2026 Q1
|
5/6/2026 |
60
|
$150 M
|
| Berkeley Capital Partners, LLC |
2026 Q1
|
5/6/2026 |
184
|
$430 M
|
| ProVise Management Group, LLC |
2026 Q1
|
5/6/2026 |
261
|
$1.4 B
|
| TANDEMGROWTH FINANCIAL ADVISORS LLC |
2026 Q1
|
5/6/2026 |
22
|
$110 M
|
| Topel & Distasi Wealth Management, LLC |
2026 Q1
|
5/6/2026 |
58
|
$190 M
|
| MorganRosel Wealth Management, LLC |
2026 Q1
|
5/6/2026 |
103
|
$250 M
|
| Missouri Education Pension Trust |
2026 Q1
|
5/6/2026 |
2
|
$290 M
|
| Eaton-Cambridge Inc. |
2026 Q1
|
5/6/2026 |
56
|
$320 M
|
| GREENWOOD GEARHART LLC |
2026 Q1
|
5/6/2026 |
134
|
$1.8 B
|
| Decker Wealth Management LLC |
2026 Q1
|
5/6/2026 |
105
|
$440 M
|
| Pekin Hardy Strauss, Inc. |
2026 Q1
|
5/6/2026 |
478
|
$960 M
|
| Nelson Capital Management, LLC |
2026 Q1
|
5/6/2026 |
108
|
$820 M
|
| Bonfire Financial |
2026 Q1
|
5/6/2026 |
57
|
$130 M
|
| Alexander Randolph Advisory, Inc. |
2026 Q1
|
5/6/2026 |
54
|
$120 M
|
| Lisanti Capital Growth, LLC |
2026 Q1
|
5/6/2026 |
103
|
$400 M
|
| Penn Capital Management Company, LLC |
2026 Q1
|
5/6/2026 |
172
|
$1.3 B
|
| SP Asset Management LLC |
2026 Q1
|
5/6/2026 |
119
|
$1.1 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2026 Q1
|
5/6/2026 |
111
|
$2.7 B
|
| Gerber Kawasaki Wealth & Investment Management |
2026 Q1
|
5/6/2026 |
350
|
$3.1 B
|
| Virtus Family Office LLC |
2026 Q1
|
5/6/2026 |
73
|
$120 M
|
| Everest Management Corp. |
2026 Q1
|
5/6/2026 |
72
|
$200 M
|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2026 Q1
|
5/6/2026 |
401
|
$2.9 B
|
| Euro Pacific Asset Management, LLC |
2026 Q1
|
5/6/2026 |
96
|
$1.0 B
|
| Lexington Partners L.P. |
2026 Q1
|
5/6/2026 |
3
|
$370 M
|
| Quadrant Private Wealth Management, LLC |
2026 Q1
|
5/6/2026 |
282
|
$650 M
|
| ECLIPSE OPERATIONS, LLC |
2026 Q1
|
5/6/2026 |
1
|
$40 M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2026 Q1
|
5/6/2026 |
1,285
|
$7.8 B
|
| MTM Investment Management, LLC |
2026 Q1
|
5/6/2026 |
709
|
$320 M
|
| Ranch Capital Advisors Inc. |
2026 Q1
|
5/6/2026 |
154
|
$280 M
|
| Kesler, Norman & Wride, LLC |
2026 Q1
|
5/6/2026 |
245
|
$580 M
|
| Watershed Asset Management, L.L.C. |
2026 Q1
|
5/6/2026 |
118
|
$96 M
|
| Freemont Management S.A. |
2026 Q1
|
5/6/2026 |
136
|
$660 M
|
| Sterling Financial Planning, Inc. |
2026 Q1
|
5/6/2026 |
117
|
$340 M
|
| JENNISON ASSOCIATES LLC |
2026 Q1
|
5/6/2026 |
780
|
$150 B
|
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
2026 Q1
|
5/6/2026 |
18
|
$130 M
|
| Aviance Capital Partners, LLC |
2026 Q1
|
5/6/2026 |
368
|
$850 M
|
| Aurora Investment Counsel |
2026 Q1
|
5/6/2026 |
106
|
$180 M
|
| True Wind Capital Management, L.P. |
2026 Q1
|
5/6/2026 |
2
|
$200 M
|
| McAlvany Wealth Management LLC |
2026 Q1 - RESTATEMENT
|
5/6/2026 |
41
|
$150 M
|
| Annis Gardner Whiting Capital Advisors, LLC |
2026 Q1
|
5/6/2026 |
1,330
|
$620 M
|