| Williamson Legacy Group, LLC |
2026 Q1
|
5/13/2026 |
81
|
$130 M
|
| 17 CAPITAL PARTNERS, LLC |
2026 Q1
|
5/13/2026 |
172
|
$190 M
|
| Wahed Invest LLC |
2026 Q1
|
5/13/2026 |
225
|
$770 M
|
| KVP Capital Advisors, LP |
2026 Q1
|
5/13/2026 |
32
|
$130 M
|
| Stone Ridge Holdings Group LP |
2026 Q1
|
5/13/2026 |
12
|
$19 M
|
| GENRE PARTNERS L P |
2026 Q1
|
5/13/2026 |
1
|
$0
|
| NWM ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
23
|
$110 M
|
| Northern Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
51
|
$200 M
|
| PFC CAPITAL GROUP, INC. |
2026 Q1
|
5/13/2026 |
90
|
$230 M
|
| Prosperity Financial Group, Inc. |
2026 Q1
|
5/13/2026 |
186
|
$270 M
|
| Strategic Value Partners, LLC |
2026 Q1
|
5/13/2026 |
1
|
$130 M
|
| Oak Grove Capital LLC |
2026 Q1
|
5/13/2026 |
308
|
$1.2 B
|
| Lennar Corp /New/ |
2026 Q1
|
5/13/2026 |
4
|
$64 M
|
| Jaffetilchin Investment Partners, LLC |
2026 Q1
|
5/13/2026 |
461
|
$1.7 B
|
| Khan Imran |
2026 Q1
|
5/13/2026 |
2
|
$2.9 M
|
| SOUTH PLAINS FINANCIAL, INC. |
2026 Q1
|
5/13/2026 |
311
|
$170 M
|
| JOHNSON & JOHNSON |
2026 Q1
|
5/13/2026 |
16
|
$650 M
|
| Mariner, LLC |
2026 Q1
|
5/13/2026 |
5,619
|
$86 B
|
| COSMIC MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
4
|
$230 M
|
| Orchard Capital Management, LLC |
2026 Q1
|
5/13/2026 |
46
|
$96 M
|
| Peck Wealth Management, LLC |
2026 Q1
|
5/13/2026 |
122
|
$100 M
|
| Hardman Johnston Global Advisors LLC |
2026 Q1
|
5/13/2026 |
73
|
$2.1 B
|
| AmeriServ Wealth Advisors |
2026 Q1
|
5/13/2026 |
104
|
$160 M
|
| Endurance Services Ltd |
2026 Q1
|
5/13/2026 |
8
|
$590 M
|
| EJF Capital LP |
2026 Q1
|
5/13/2026 |
69
|
$140 M
|
| Peck Wealth Management, LLC |
2025 Q4
|
5/13/2026 |
129
|
$110 M
|
| Senator Investment Group LP |
2026 Q1
|
5/13/2026 |
65
|
$2.2 B
|
| Somerset Group LLC |
2026 Q1
|
5/13/2026 |
59
|
$130 M
|
| Trigran Investments, Inc. |
2026 Q1
|
5/13/2026 |
33
|
$420 M
|
| Dickmeyer Boyce Financial Management, Inc. |
2026 Q1
|
5/13/2026 |
125
|
$170 M
|
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
2026 Q1
|
5/13/2026 |
408
|
$4.4 B
|
| Sarepta Therapeutics, Inc. |
2026 Q1
|
5/13/2026 |
1
|
$0
|
| Bandera Partners LLC |
2026 Q1
|
5/13/2026 |
17
|
$220 M
|
| Peck Wealth Management, LLC |
2025 Q3
|
5/13/2026 |
134
|
$100 M
|
| Gibbs Wealth Management |
2026 Q1
|
5/13/2026 |
433
|
$760 M
|
| SEI INVESTMENTS CO |
2026 Q1
|
5/13/2026 |
6,108
|
$110 B
|
| American Financial Advisors, LLC |
2026 Q1
|
5/13/2026 |
159
|
$750 M
|
| CROSSPOINT FINANCIAL, LLC |
2026 Q1
|
5/13/2026 |
35
|
$40 M
|
| Vodafone Ventures Ltd |
2026 Q1
|
5/13/2026 |
1
|
$450 M
|
| MWA Asset Management |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
126
|
$180 M
|
| KEYNOTE FINANCIAL SERVICES LLC |
2026 Q1
|
5/13/2026 |
174
|
$190 M
|
| GROUP ONE TRADING LLC |
2026 Q1
|
5/13/2026 |
8,022
|
$52 B
|
| V3 Holding Ltd |
2026 Q1
|
5/13/2026 |
2
|
$790 M
|
| DOW CHEMICAL CO /DE/ |
2026 Q1
|
5/13/2026 |
6
|
$240 M
|
| DAVIS R M INC |
2026 Q1
|
5/13/2026 |
274
|
$5.6 B
|
| Harspring Capital Management, LLC |
2026 Q1
|
5/13/2026 |
14
|
$190 M
|
| Alamar Capital Management, LLC |
2026 Q1
|
5/13/2026 |
84
|
$160 M
|
| Sycale Advisors (NY) LLC |
2026 Q1
|
5/13/2026 |
18
|
$200 M
|
| Ascension Capital Advisors, Inc. |
2026 Q1
|
5/13/2026 |
82
|
$320 M
|
| Lido Advisors, LLC |
2026 Q1
|
5/13/2026 |
3,257
|
$33 B
|
| Forefront Analytics, LLC |
2026 Q1
|
5/13/2026 |
39
|
$110 M
|
| B&D White Capital Company, LLC |
2026 Q1
|
5/13/2026 |
74
|
$810 M
|
| Decatur Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
33
|
$220 M
|
| MONOGRAPH WEALTH ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
144
|
$1.1 B
|
| Walleye Capital LLC |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
4,317
|
$24 B
|
| GLOBEFLEX CAPITAL L P |
2026 Q1
|
5/13/2026 |
387
|
$660 M
|
| State of Wyoming |
2026 Q1
|
5/13/2026 |
1,783
|
$840 M
|
| DLD Asset Management, LP |
2026 Q1
|
5/13/2026 |
357
|
$1.1 B
|
| Monashee Investment Management LLC |
2026 Q1
|
5/13/2026 |
45
|
$180 M
|
| New England Professional Planning Group Inc. |
2026 Q1
|
5/13/2026 |
49
|
$240 M
|
| Merck & Co., Inc. |
2026 Q1
|
5/13/2026 |
14
|
$350 M
|
| Cetera Investment Advisers |
2026 Q1
|
5/13/2026 |
4,790
|
$94 B
|
| Mercato Management Legacy, LLC |
2026 Q1
|
5/13/2026 |
1
|
$54 M
|
| ICON ADVISERS INC/CO |
2026 Q1
|
5/13/2026 |
144
|
$430 M
|
| Envision Financial Transparency, LLC |
2026 Q1
|
5/13/2026 |
56
|
$100 M
|
| GSG Advisors LLC |
2026 Q1
|
5/13/2026 |
137
|
$380 M
|
| AEGIS FINANCIAL CORP |
2026 Q1
|
5/13/2026 |
37
|
$580 M
|
| Coronation Fund Managers Ltd. |
2026 Q1
|
5/13/2026 |
82
|
$2.2 B
|
| Parker Investment Management, LLC |
2026 Q1
|
5/13/2026 |
40
|
$660 M
|
| American Investment Services, Inc. |
2026 Q1
|
5/13/2026 |
132
|
$450 M
|
| Agave Capital Management Ltd |
2026 Q1
|
5/13/2026 |
8
|
$620 M
|
| Yorkville Advisors Global, LP |
2026 Q1
|
5/13/2026 |
44
|
$150 M
|
| Wealthspire Retirement, LLC |
2026 Q1
|
5/13/2026 |
310
|
$1.7 B
|
| Crescent Park Management, L.P. |
2026 Q1
|
5/13/2026 |
7
|
$29 M
|
| CALTON & ASSOCIATES, INC. |
2026 Q1
|
5/13/2026 |
438
|
$700 M
|
| SkyKnight Capital, L.P. |
2026 Q1
|
5/13/2026 |
3
|
$110 M
|
| HIGHLAND PEAK CAPITAL, LLC |
2026 Q1
|
5/13/2026 |
16
|
$370 M
|
| TradeLink Capital LLC |
2026 Q1
|
5/13/2026 |
34
|
$13 M
|
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
2026 Q1
|
5/13/2026 |
261
|
$34 M
|
| First Trust Bank, Ltd. |
2026 Q1
|
5/13/2026 |
7
|
$51 M
|
| Bell & Brown Wealth Advisors, LLC |
2025 Q4 - RESTATEMENT
|
5/13/2026 |
71
|
$310 M
|
| Roberts Capital Advisors, LLC |
2026 Q1
|
5/13/2026 |
1
|
$0
|
| Sagewood Asset Management LP |
2026 Q1
|
5/13/2026 |
337
|
$320 M
|
| TRUSTCO BANK CORP N Y |
2026 Q1
|
5/13/2026 |
135
|
$110 M
|
| Decas Capital LLC |
2026 Q1
|
5/13/2026 |
1
|
$0
|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC |
2026 Q1
|
5/13/2026 |
81
|
$180 M
|
| May Barnhard Investments LLC |
2026 Q1
|
5/13/2026 |
84
|
$210 M
|
| Mach-1 Financial Group, LLC |
2026 Q1
|
5/13/2026 |
161
|
$280 M
|
| SYON CAPITAL LLC |
2026 Q1
|
5/13/2026 |
906
|
$2.0 B
|
| MARTINGALE ASSET MANAGEMENT L P |
2026 Q1
|
5/13/2026 |
794
|
$4.0 B
|
| Wilkinson Global Asset Management LLC |
2026 Q1
|
5/13/2026 |
91
|
$1.3 B
|
| NASPERS LTD |
2026 Q1
|
5/13/2026 |
3
|
$250 M
|
| Heron Bay Capital Management |
2026 Q1
|
5/13/2026 |
78
|
$1.1 B
|
| McMill Wealth Management |
2026 Q1
|
5/13/2026 |
59
|
$380 M
|
| McDonough Capital Management, Inc |
2026 Q1
|
5/13/2026 |
50
|
$180 M
|
| Lantern Wealth Advisors, LLC |
2026 Q1
|
5/13/2026 |
174
|
$190 M
|
| Old North State Trust, LLC |
2026 Q1
|
5/13/2026 |
150
|
$170 M
|
| Headlands Technologies LLC |
2026 Q1
|
5/13/2026 |
712
|
$880 M
|
| Bradley & Co. Private Wealth Management, LLC |
2026 Q1
|
5/13/2026 |
266
|
$190 M
|
| Visionary Wealth Advisors |
2026 Q1
|
5/13/2026 |
638
|
$2.3 B
|