| Milestone Asset Management Group, LLC |
2026 Q1
|
5/14/2026 |
126
|
$170 M
|
| Quaker Capital Investments, LLC |
2026 Q1
|
5/14/2026 |
21
|
$410 M
|
| Peak Asset Management, LLC |
2026 Q1
|
5/14/2026 |
148
|
$570 M
|
| Main Management Fund Advisors LLC |
2026 Q1
|
5/14/2026 |
8
|
$1.2 B
|
| Paradice Investment Management LLC |
2026 Q1
|
5/14/2026 |
23
|
$530 M
|
| US BANCORP \DE\ |
2026 Q1
|
5/14/2026 |
8,287
|
$82 B
|
| Mantle Ridge LP |
2026 Q1
|
5/14/2026 |
1
|
$1.3 B
|
| Krensavage Asset Management, LLC |
2026 Q1
|
5/14/2026 |
20
|
$260 M
|
| Archon Capital Management LLC |
2026 Q1
|
5/14/2026 |
45
|
$180 M
|
| Oakum Bay Capital LLC |
2026 Q1
|
5/14/2026 |
88
|
$190 M
|
| Empirical Capital Management, LLC |
2026 Q1
|
5/14/2026 |
15
|
$170 M
|
| Twin Lions Management LLC |
2026 Q1
|
5/14/2026 |
20
|
$170 M
|
| AXON CAPITAL LP |
2026 Q1
|
5/14/2026 |
15
|
$69 M
|
| SurgoCap Partners LP |
2026 Q1
|
5/14/2026 |
14
|
$3.0 B
|
| Cedrus Wealth Group LLC |
2026 Q1
|
5/14/2026 |
48
|
$90 M
|
| Apriem Advisors |
2026 Q1
|
5/14/2026 |
186
|
$1.0 B
|
| Joseph P. Lucia & Associates, LLC |
2026 Q1
|
5/14/2026 |
169
|
$280 M
|
| CAPTRUST FINANCIAL ADVISORS |
2026 Q1
|
5/14/2026 |
3,116
|
$57 B
|
| Ark Wealth Advisors LLC |
2026 Q1
|
5/14/2026 |
80
|
$100 M
|
| BANK OF HAWAII |
2026 Q1
|
5/14/2026 |
277
|
$1.9 B
|
| Cambria Investment Management, L.P. |
2026 Q1
|
5/14/2026 |
682
|
$1.8 B
|
| Wrenne Financial Planning LLC |
2026 Q1
|
5/14/2026 |
49
|
$260 M
|
| Main Management ETF Advisors, LLC |
2026 Q1
|
5/14/2026 |
116
|
$2.7 B
|
| Spectrum Strategic Capital Management, LLC |
2026 Q1
|
5/14/2026 |
76
|
$190 M
|
| LONE PEAK GLOBAL INVESTORS LLC |
2026 Q1
|
5/14/2026 |
42
|
$600 M
|
| ALKEON CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
188
|
$60 B
|
| Oaktree Fund Advisors, LLC |
2026 Q1
|
5/14/2026 |
14
|
$57 M
|
| Synergy Financial Group, LTD |
2026 Q1
|
5/14/2026 |
123
|
$130 M
|
| COBALT CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/14/2026 |
24
|
$180 M
|
| RETIREMENT CAPITAL STRATEGIES |
2026 Q1
|
5/14/2026 |
62
|
$260 M
|
| DigitalBridge Group, Inc. |
2026 Q1
|
5/14/2026 |
143
|
$1.6 B
|
| IEQ CAPITAL, LLC |
2026 Q1
|
5/14/2026 |
2,269
|
$22 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2025 Q4
|
5/14/2026 |
1,405
|
$4.5 B
|
| Crabel Capital Management, LLC |
2026 Q1
|
5/14/2026 |
18
|
$11 M
|
| First Long Island Investors, LLC |
2026 Q1
|
5/14/2026 |
70
|
$1.2 B
|
| AVALON CAPITAL MANAGEMENT |
2026 Q1
|
5/14/2026 |
122
|
$350 M
|
| Main Management LLC |
2026 Q1
|
5/14/2026 |
102
|
$1.4 B
|
| Buckland Partners Management Co LLC |
2026 Q1
|
5/14/2026 |
91
|
$160 M
|
| Allworth Financial LP |
2026 Q1
|
5/14/2026 |
5,192
|
$25 B
|
| Coign Capital Advisors LLC |
2026 Q1
|
5/14/2026 |
80
|
$190 M
|
| OAKTREE CAPITAL MANAGEMENT LP |
2026 Q1
|
5/14/2026 |
142
|
$6.3 B
|
| GWN SECURITIES INC. |
2026 Q1
|
5/14/2026 |
462
|
$520 M
|
| New Dimensions Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
20
|
$120 M
|
| Marathon Partners Equity Management, LLC |
2026 Q1
|
5/14/2026 |
17
|
$88 M
|
| Smith Asset Management Co., LLC |
2026 Q1
|
5/14/2026 |
71
|
$120 M
|
| Elefante Mark B |
2026 Q1
|
5/14/2026 |
187
|
$180 M
|
| Rockbridge Asset Management LLC |
2026 Q1
|
5/14/2026 |
27
|
$150 M
|
| Harvest Investment Services, LLC |
2026 Q1
|
5/14/2026 |
346
|
$550 M
|
| Paragon Capital Management LLC |
2026 Q1
|
5/14/2026 |
57
|
$200 M
|
| MCCARTER PRIVATE WEALTH SERVICES LLC |
2026 Q1
|
5/14/2026 |
284
|
$230 M
|
| RBF Capital, LLC |
2026 Q1
|
5/14/2026 |
489
|
$1.9 B
|
| Vident Advisory, LLC |
2026 Q1
|
5/14/2026 |
4,845
|
$12 B
|
| GTS SECURITIES LLC |
2026 Q1
|
5/14/2026 |
1,482
|
$2.8 B
|
| Rubicon Advisors, GP |
2026 Q1
|
5/14/2026 |
76
|
$110 M
|
| EVOKE WEALTH, LLC |
2026 Q1
|
5/14/2026 |
711
|
$5.6 B
|
| Hilton Capital Management, LLC |
2026 Q1
|
5/14/2026 |
129
|
$1.3 B
|
| Diversified Enterprises, LLC |
2026 Q1
|
5/14/2026 |
413
|
$1.8 B
|
| L2 Asset Management, LLC |
2026 Q1
|
5/14/2026 |
397
|
$1.1 B
|
| Financial Advisors Network, Inc. |
2025 Q4
|
5/14/2026 |
196
|
$730 M
|
| American Alpha Advisors, LLC |
2026 Q1
|
5/14/2026 |
96
|
$190 M
|
| Focus Partners Wealth |
2026 Q1
|
5/14/2026 |
2,644
|
$90 B
|
| Financial Advisors Network, Inc. |
2026 Q1
|
5/14/2026 |
204
|
$720 M
|
| Haveli Investment Management LLC |
2026 Q1
|
5/14/2026 |
1
|
$18 M
|
| Freshford Capital Management, LLC |
2026 Q1
|
5/14/2026 |
53
|
$200 M
|
| GOODNOW INVESTMENT GROUP, LLC |
2026 Q1
|
5/14/2026 |
29
|
$910 M
|
| Aries Wealth Management |
2026 Q1
|
5/14/2026 |
234
|
$450 M
|
| ICONIQ Capital, LLC |
2026 Q1
|
5/14/2026 |
96
|
$4.5 B
|
| HITE Hedge Asset Management LLC |
2026 Q1
|
5/14/2026 |
126
|
$1.8 B
|
| ELWOOD CAPITAL PARTNERS LP |
2026 Q1
|
5/14/2026 |
33
|
$200 M
|
| Horizon Investments, LLC |
2026 Q1
|
5/14/2026 |
1,433
|
$8.9 B
|
| Berkshire Partners LLC |
2026 Q1
|
5/14/2026 |
1
|
$5.5 M
|
| Traynor Capital Management, Inc. |
2026 Q1
|
5/14/2026 |
335
|
$1.7 B
|
| CVentures, Inc. |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| Stockbridge Partners LLC |
2026 Q1
|
5/14/2026 |
16
|
$4.1 B
|
| Select Asset Management & Trust |
2026 Q1
|
5/14/2026 |
93
|
$320 M
|
| MARSHALL WACE, LLP |
2026 Q1
|
5/14/2026 |
6,623
|
$100 B
|
| RB Capital Management, LLC |
2026 Q1
|
5/14/2026 |
187
|
$470 M
|
| Baltimore-Washington Financial Advisors, Inc. |
2026 Q1
|
5/14/2026 |
186
|
$2.3 B
|
| Schneider Downs Wealth Management Advisors, LP |
2026 Q1
|
5/14/2026 |
156
|
$910 M
|
| Theleme Partners LLP |
2026 Q1
|
5/14/2026 |
10
|
$1.5 B
|
| Bridgewealth Advisory Group, LLC |
2026 Q1
|
5/14/2026 |
135
|
$480 M
|
| BROADWOOD CAPITAL INC |
2026 Q1
|
5/14/2026 |
6
|
$1.4 B
|
| Bellevue Group AG |
2026 Q1
|
5/14/2026 |
167
|
$4.2 B
|
| New Paradigm Capital Management, LLC |
2026 Q1
|
5/14/2026 |
15
|
$47 M
|
| Ruane, Cunniff & Goldfarb L.P. |
2026 Q1
|
5/14/2026 |
50
|
$6.0 B
|
| NEEDHAM INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
348
|
$2.0 B
|
| Bain Capital Public Equity, LP |
2026 Q1
|
5/14/2026 |
20
|
$18 M
|
| Warther Private Wealth, LLC |
2026 Q1
|
5/14/2026 |
40
|
$430 M
|
| BRIGADE CAPITAL MANAGEMENT, LP |
2026 Q1
|
5/14/2026 |
23
|
$810 M
|
| Pinnacle West Asset Management, Inc. |
2026 Q1
|
5/14/2026 |
114
|
$150 M
|
| Wishbone Management, LP |
2026 Q1
|
5/14/2026 |
4
|
$140 M
|
| WS MANAGEMENT LLLP |
2026 Q1
|
5/14/2026 |
56
|
$1.1 B
|
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
2026 Q1
|
5/14/2026 |
21
|
$360 M
|
| S&G Foundation |
2026 Q1
|
5/14/2026 |
20
|
$1.9 B
|
| FORA Capital, LLC |
2026 Q1
|
5/14/2026 |
413
|
$1.4 B
|
| Conifer Management, L.L.C. |
2026 Q1
|
5/14/2026 |
6
|
$520 M
|
| CAPITAL COUNSEL LLC/NY |
2026 Q1
|
5/14/2026 |
62
|
$2.4 B
|
| Ahara Advisors LLC |
2026 Q1
|
5/14/2026 |
53
|
$120 M
|
| Herold Advisors, Inc. |
2026 Q1
|
5/14/2026 |
263
|
$460 M
|
| White Lighthouse Investment Management Inc. |
2026 Q1
|
5/14/2026 |
145
|
$720 M
|