| PEAPACK GLADSTONE FINANCIAL CORP |
2025 Q4
|
2/10/2026 |
1,352
|
$7.9 B
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2025 Q4
|
2/10/2026 |
277
|
$370 M
|
| Frederick Financial Consultants, LLC |
2025 Q4
|
2/10/2026 |
108
|
$180 M
|
| Redwood Financial Network Corp |
2025 Q4
|
2/10/2026 |
177
|
$160 M
|
| PRING TURNER CAPITAL GROUP INC |
2025 Q4
|
2/10/2026 |
68
|
$160 M
|
| ALGEBRIS (UK) LTD |
2025 Q4 - RESTATEMENT
|
2/10/2026 |
79
|
$1.3 B
|
| Jordan Park Group LLC |
2025 Q4
|
2/10/2026 |
67
|
$1.7 B
|
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC |
2025 Q4
|
2/10/2026 |
48
|
$2.5 B
|
| LCNB CORP |
2025 Q4
|
2/10/2026 |
198
|
$300 M
|
| CORE WEALTH ADVISORS, LLC |
2025 Q4 - RESTATEMENT
|
2/10/2026 |
32
|
$130 M
|
| Rothschild Wealth LLC |
2025 Q4
|
2/10/2026 |
420
|
$830 M
|
| Main Management LLC |
2025 Q4
|
2/10/2026 |
104
|
$1.4 B
|
| Capital Today Evergreen Fund, L.P. |
2025 Q4
|
2/10/2026 |
3
|
$220 M
|
| Clear Harbor Asset Management, LLC |
2025 Q4
|
2/10/2026 |
445
|
$1.5 B
|
| Clear Point Advisors Inc. |
2025 Q4
|
2/10/2026 |
123
|
$130 M
|
| VIRTUE ASSET MANAGEMENT LLC |
2025 Q4
|
2/10/2026 |
96
|
$130 M
|
| Elm Partners Management LLC |
2025 Q4
|
2/10/2026 |
154
|
$2.2 B
|
| Waterloo Capital, L.P. |
2025 Q4
|
2/10/2026 |
456
|
$1.4 B
|
| Alpha Financial Partners, LLC |
2025 Q4
|
2/10/2026 |
95
|
$160 M
|
| MainStreet Investment Advisors LLC |
2025 Q4
|
2/10/2026 |
159
|
$700 M
|
| Parkway Wealth Management Group, LLC |
2025 Q4
|
2/10/2026 |
133
|
$750 M
|
| Three Bridge Wealth Advisors, LLC |
2025 Q4
|
2/10/2026 |
90
|
$380 M
|
| COFG Advisors, LLC |
2025 Q4
|
2/10/2026 |
228
|
$400 M
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
2025 Q4
|
2/10/2026 |
388
|
$620 M
|
| Sage Investment Advisers LLC |
2025 Q4
|
2/10/2026 |
86
|
$130 M
|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
2025 Q4
|
2/10/2026 |
87
|
$140 M
|
| MGO Private Wealth, LLC |
2025 Q4
|
2/10/2026 |
67
|
$160 M
|
| Birinyi Associates Inc |
2025 Q4
|
2/10/2026 |
58
|
$400 M
|
| GILL CAPITAL PARTNERS, LLC |
2025 Q4
|
2/10/2026 |
138
|
$330 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2025 Q4
|
2/10/2026 |
137
|
$350 M
|
| Gifford Fong Associates |
2025 Q4
|
2/10/2026 |
124
|
$500 M
|
| NewCorp Financial Services, Inc. |
2025 Q4
|
2/10/2026 |
49
|
$110 M
|
| THOMPSON SIEGEL & WALMSLEY LLC |
2025 Q4
|
2/10/2026 |
402
|
$6.0 B
|
| P.A.W. CAPITAL CORP |
2025 Q4
|
2/10/2026 |
21
|
$46 M
|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2025 Q4
|
2/10/2026 |
224
|
$760 M
|
| W.H. Cornerstone Investments Inc. |
2025 Q4
|
2/10/2026 |
113
|
$170 M
|
| Rockline Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
105
|
$490 M
|
| Ascension Capital Advisors, Inc. |
2025 Q4
|
2/10/2026 |
45
|
$290 M
|
| GUARDCAP ASSET MANAGEMENT Ltd |
2025 Q4
|
2/10/2026 |
27
|
$3.7 B
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/10/2026 |
79
|
$330 M
|
| Crake Asset Management LLP |
2025 Q4
|
2/10/2026 |
17
|
$2.6 B
|
| GRANDFIELD & DODD, LLC |
2025 Q4
|
2/10/2026 |
207
|
$1.8 B
|
| Walter Public Investments Inc. |
2025 Q4
|
2/10/2026 |
49
|
$570 M
|
| Riverpoint Wealth Management Holdings, LLC |
2025 Q4
|
2/10/2026 |
59
|
$470 M
|
| Beach Point Capital Management LP |
2025 Q4
|
2/10/2026 |
17
|
$260 M
|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2025 Q4
|
2/10/2026 |
1,719
|
$20 B
|
| Welch & Forbes LLC |
2025 Q4
|
2/10/2026 |
374
|
$8.3 B
|
| Fortis Advisors, LLC |
2025 Q4
|
2/10/2026 |
122
|
$180 M
|
| Robertson Opportunity Capital, LLC |
2025 Q4
|
2/10/2026 |
26
|
$280 M
|
| Homestead Advisers Corp |
2025 Q4
|
2/10/2026 |
107
|
$3.8 B
|
| Advisor Resource Council |
2025 Q4
|
2/10/2026 |
233
|
$280 M
|
| Guinness Atkinson Asset Management Inc |
2025 Q4 - RESTATEMENT
|
2/10/2026 |
123
|
$210 M
|
| Mithaq Capital SPC |
2025 Q4
|
2/10/2026 |
4
|
$200 M
|
| TrinityBridge Ltd |
2025 Q4
|
2/10/2026 |
275
|
$4.5 B
|
| EXCALIBUR MANAGEMENT CORP |
2025 Q4
|
2/10/2026 |
161
|
$280 M
|
| Shepherd Financial Partners LLC |
2025 Q4
|
2/10/2026 |
246
|
$1.1 B
|
| Gruss & Co., LLC |
2025 Q4
|
2/10/2026 |
35
|
$45 M
|
| NorthStar Asset Management LLC /NJ/ |
2025 Q4
|
2/10/2026 |
108
|
$220 M
|
| Connor, Clark & Lunn Investment Management Ltd. |
2025 Q4
|
2/10/2026 |
1,508
|
$38 B
|
| American Money Management, LLC |
2025 Q4
|
2/10/2026 |
166
|
$640 M
|
| Nelson Capital Management, LLC |
2025 Q4
|
2/10/2026 |
107
|
$850 M
|
| Oxford Wealth Group, LLC |
2025 Q4
|
2/10/2026 |
87
|
$210 M
|
| MB Generational Wealth, LLC |
2025 Q4
|
2/10/2026 |
67
|
$190 M
|
| THEORY FINANCIAL LLC |
2025 Q4
|
2/10/2026 |
101
|
$300 M
|
| NINE MASTS CAPITAL Ltd |
2025 Q4
|
2/10/2026 |
120
|
$580 M
|
| Vigil Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
77
|
$120 M
|
| EQ LLC |
2025 Q4
|
2/10/2026 |
77
|
$350 M
|
| Smith Group Asset Management, LLC |
2025 Q4
|
2/10/2026 |
170
|
$1.9 B
|
| Brookmont Capital Management |
2025 Q4
|
2/10/2026 |
57
|
$170 M
|
| NS Partners Ltd |
2025 Q4
|
2/10/2026 |
130
|
$2.6 B
|
| MEITAV INVESTMENT HOUSE LTD |
2025 Q4
|
2/10/2026 |
241
|
$8.7 B
|
| Parametrica Management Ltd |
2025 Q4
|
2/10/2026 |
22
|
$65 M
|
| MCDANIEL TERRY & CO |
2025 Q4
|
2/10/2026 |
76
|
$1.1 B
|
| New Republic Capital, LLC |
2025 Q4
|
2/10/2026 |
369
|
$370 M
|
| Machina Capital S.A.S. |
2025 Q4
|
2/10/2026 |
341
|
$520 M
|
| IAT REINSURANCE CO LTD. |
2025 Q4
|
2/10/2026 |
71
|
$340 M
|
| Forvis Mazars Wealth Advisors, LLC |
2025 Q4
|
2/10/2026 |
405
|
$5.3 B
|
| MY Wealth Management Inc. |
2025 Q4
|
2/10/2026 |
37
|
$110 M
|
| PCJ Investment Counsel Ltd. |
2025 Q4
|
2/10/2026 |
61
|
$400 M
|
| Aisling Capital Management LP |
2025 Q4
|
2/10/2026 |
13
|
$480 M
|
| Scheer, Rowlett & Associates Investment Management Ltd. |
2025 Q4
|
2/10/2026 |
32
|
$1.5 B
|
| THAMES CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/10/2026 |
48
|
$690 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2025 Q4
|
2/10/2026 |
574
|
$1.7 B
|
| Act Two Investors LLC |
2025 Q4
|
2/10/2026 |
38
|
$560 M
|
| CORE WEALTH ADVISORS, LLC |
2025 Q4
|
2/10/2026 |
570
|
$160 M
|
| BANTAMAC CAPITAL, LLC |
2025 Q4
|
2/10/2026 |
79
|
$210 M
|
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
2025 Q4
|
2/10/2026 |
57
|
$700 M
|
| BRUNI J V & CO /CO |
2025 Q4
|
2/10/2026 |
32
|
$1.0 B
|
| MUFG Securities EMEA plc |
2025 Q4
|
2/10/2026 |
567
|
$8.6 B
|
| Texas Yale Capital Corp. |
2025 Q4
|
2/10/2026 |
493
|
$3.3 B
|
| BEARING POINT CAPITAL, LLC |
2025 Q4
|
2/10/2026 |
183
|
$640 M
|
| Periscope Capital Inc. |
2025 Q4
|
2/10/2026 |
348
|
$870 M
|
| Turn8 Private Wealth Inc. |
2025 Q4
|
2/10/2026 |
46
|
$140 M
|
| Measured Wealth Private Client Group, LLC |
2025 Q4
|
2/10/2026 |
732
|
$380 M
|
| Black Cypress Capital Management, LLC |
2025 Q4
|
2/10/2026 |
28
|
$140 M
|
| SFMG, LLC |
2025 Q4
|
2/10/2026 |
315
|
$1.5 B
|
| DT Investment Partners, LLC |
2025 Q4
|
2/10/2026 |
581
|
$1.2 B
|
| WORMSER FRERES GESTION |
2025 Q4
|
2/10/2026 |
44
|
$180 M
|
| WORMSER FRERES GESTION |
2025 Q3
|
2/10/2026 |
49
|
$180 M
|
| Rock Creek Group, LP |
2025 Q4
|
2/10/2026 |
57
|
$890 M
|