| Socorro Asset Management LP |
2025 Q4
|
2/17/2026 |
32
|
$260 M
|
| Greenstone Partners & Co., LLC |
2025 Q4
|
2/17/2026 |
12
|
$510 M
|
| Sierra Capital LLC |
2025 Q4
|
2/17/2026 |
269
|
$950 M
|
| LRZ CAPITAL LLC |
2025 Q4
|
2/17/2026 |
18
|
$220 M
|
| SB INVESTMENT ADVISERS (UK) LTD |
2025 Q4
|
2/17/2026 |
10
|
$10 B
|
| Stokes Family Office, LLC |
2025 Q4
|
2/17/2026 |
310
|
$1.1 B
|
| CAHILL FINANCIAL ADVISORS INC |
2025 Q4
|
2/17/2026 |
319
|
$910 M
|
| Mosaic Advisors LLC |
2025 Q4
|
2/17/2026 |
27
|
$52 M
|
| Sherwood Financial Partners, LLC |
2025 Q4
|
2/17/2026 |
8
|
$120 M
|
| Kensington Investment Counsel, LLC |
2025 Q4
|
2/17/2026 |
104
|
$250 M
|
| Adams Wealth Management |
2025 Q4
|
2/17/2026 |
180
|
$470 M
|
| Adelante Capital Management LLC |
2025 Q4
|
2/17/2026 |
42
|
$1.5 B
|
| Widmann Financial Services, Inc. |
2025 Q4
|
2/17/2026 |
113
|
$160 M
|
| ALPINE WOODS CAPITAL INVESTORS, LLC |
2025 Q4
|
2/17/2026 |
174
|
$420 M
|
| AMERIFLEX GROUP, INC. |
2025 Q4
|
2/17/2026 |
1,149
|
$190 M
|
| Strive Financial Group ,LLC |
2025 Q4
|
2/17/2026 |
824
|
$200 M
|
| Creek Drive Management Group LLC |
2025 Q4
|
2/17/2026 |
48
|
$130 M
|
| Valley Financial Group, Inc. |
2025 Q4
|
2/17/2026 |
62
|
$180 M
|
| Note Advisors, LLC |
2025 Q4
|
2/17/2026 |
83
|
$190 M
|
| Beartown Capital Management, LLC |
2025 Q4
|
2/17/2026 |
44
|
$140 M
|
| Vision One Management Partners, LP |
2025 Q4
|
2/17/2026 |
10
|
$180 M
|
| Royal Capital Wealth Management, LLC |
2025 Q4
|
2/17/2026 |
93
|
$170 M
|
| Hamilton Wealth, LLC |
2025 Q4
|
2/17/2026 |
116
|
$530 M
|
| KINTRA WEALTH, LLC |
2025 Q4
|
2/17/2026 |
219
|
$720 M
|
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/17/2026 |
135
|
$230 M
|
| RAYMOND JAMES FINANCIAL INC |
2025 Q4
|
2/17/2026 |
13,038
|
$320 B
|
| North Capital, Inc. |
2025 Q4
|
2/17/2026 |
16
|
$73 M
|
| Blue Chip Partners, LLC |
2025 Q4
|
2/17/2026 |
169
|
$1.4 B
|
| Summit Global Investments |
2025 Q4
|
2/17/2026 |
476
|
$1.7 B
|
| MERCER GLOBAL ADVISORS INC /ADV |
2025 Q4
|
2/17/2026 |
2,840
|
$66 B
|
| First Commonwealth Financial Corp /PA/ |
2025 Q4
|
2/17/2026 |
398
|
$610 M
|
| Blue Sparrow, LLC /DE |
2025 Q4
|
2/17/2026 |
96
|
$5.3 B
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q4
|
2/17/2026 |
4
|
$100 M
|
| Elliott Investment Management L.P. |
2025 Q4
|
2/17/2026 |
34
|
$23 B
|
| High Falls Advisors, Inc |
2025 Q4
|
2/17/2026 |
144
|
$490 M
|
| OBSIDIAN CIO, LLC |
2025 Q4
|
2/17/2026 |
168
|
$68 M
|
| Coastal Bridge Advisors, LLC |
2025 Q4
|
2/17/2026 |
460
|
$1.3 B
|
| Veradace Capital Management LLC |
2025 Q4
|
2/17/2026 |
27
|
$160 M
|
| Feynman Point Asset Management LLC |
2025 Q4
|
2/17/2026 |
22
|
$72 M
|
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
2025 Q4
|
2/17/2026 |
262
|
$2.3 B
|
| NATIONAL BANK OF CANADA /FI/ |
2025 Q4
|
2/17/2026 |
5,428
|
$110 B
|
| ASHFORD CAPITAL MANAGEMENT INC |
2025 Q4
|
2/17/2026 |
109
|
$900 M
|
| HOWE & RUSLING INC |
2025 Q4
|
2/17/2026 |
525
|
$1.5 B
|
| Buckley Capital Advisors, LLC |
2025 Q4
|
2/17/2026 |
15
|
$140 M
|
| 71 West Capital Partners |
2025 Q4
|
2/17/2026 |
259
|
$2.2 B
|
| Frec Markets, Inc. |
2025 Q4
|
2/17/2026 |
343
|
$340 M
|
| TSG Advice Partners, LLC |
2025 Q4
|
2/17/2026 |
116
|
$660 M
|
| BNB Wealth Management, LLC |
2025 Q4
|
2/17/2026 |
88
|
$160 M
|
| Silver Grove Financial Group, Inc. |
2025 Q4
|
2/17/2026 |
1,084
|
$120 M
|
| BLUEDOOR PRIVATE WEALTH, LLC |
2025 Q4
|
2/17/2026 |
146
|
$220 M
|
| Innovative Wealth Building LLC |
2025 Q4
|
2/17/2026 |
61
|
$140 M
|
| Torrey Growth & Income Advisors |
2025 Q4
|
2/17/2026 |
110
|
$290 M
|
| Harborfront Financial Group LLC |
2025 Q4
|
2/17/2026 |
22
|
$13 M
|
| J HAGAN CAPITAL, INC. |
2025 Q4
|
2/17/2026 |
74
|
$180 M
|
| Lighthouse Financial LLC |
2025 Q4
|
2/17/2026 |
72
|
$150 M
|
| Whipplewood Advisors, LLC |
2025 Q4
|
2/17/2026 |
503
|
$160 M
|
| Stark Wealth Management LLC |
2025 Q4
|
2/17/2026 |
41
|
$27 M
|
| Copley Financial Group, Inc. |
2025 Q4
|
2/17/2026 |
130
|
$160 M
|
| LFG Wealth Partners, LLC |
2025 Q4
|
2/17/2026 |
81
|
$160 M
|
| Talos Eurisko Asset Management LP |
2025 Q4
|
2/17/2026 |
24
|
$570 M
|
| Brooklands Fund Management Ltd |
2025 Q4
|
2/17/2026 |
88
|
$210 M
|
| William B. Walkup & Associates, Inc. |
2025 Q4
|
2/17/2026 |
168
|
$180 M
|
| ABOUND FINANCIAL, LLC |
2025 Q4 - RESTATEMENT
|
2/17/2026 |
276
|
$260 M
|
| ADAPT Investment Managers SA |
2025 Q4
|
2/17/2026 |
142
|
$14 B
|
| New Insight Wealth Advisors |
2025 Q4
|
2/17/2026 |
111
|
$280 M
|
| Seven Six Capital Management, LLC |
2025 Q4
|
2/17/2026 |
25
|
$99 M
|
| CRITERIA CAIXA, S.A.U. |
2025 Q4
|
2/17/2026 |
8
|
$290 M
|
| Gallo Partners, LP |
2025 Q4
|
2/17/2026 |
36
|
$110 M
|
| SaddleRock Capital Management LLC |
2025 Q4
|
2/17/2026 |
20
|
$110 M
|
| Triata Capital Ltd |
2025 Q4
|
2/17/2026 |
15
|
$830 M
|
| Financial Freedom, LLC |
2025 Q4
|
2/17/2026 |
340
|
$200 M
|
| Foresite Capital Management VI LLC |
2025 Q4
|
2/17/2026 |
12
|
$330 M
|
| Maia Wealth LLC |
2025 Q4
|
2/17/2026 |
342
|
$590 M
|
| SurgoCap Partners LP |
2025 Q4
|
2/17/2026 |
17
|
$3.6 B
|
| Bain Capital Public Equity, LP |
2025 Q4
|
2/17/2026 |
9
|
$170 M
|
| Clay Northam Wealth Management, LLC |
2025 Q4
|
2/17/2026 |
100
|
$180 M
|
| Seaside Wealth Management, Inc. |
2025 Q4
|
2/17/2026 |
63
|
$350 M
|
| Nicholas Wealth, LLC. |
2025 Q4
|
2/17/2026 |
99
|
$150 M
|
| Nicholas Wealth, LLC. |
2025 Q3 - RESTATEMENT
|
2/17/2026 |
85
|
$140 M
|
| Meros Investment Management, LP |
2025 Q4
|
2/17/2026 |
48
|
$250 M
|
| AIRE ADVISORS, LLC |
2025 Q4
|
2/17/2026 |
154
|
$550 M
|
| POM Investment Strategies, LLC |
2025 Q4
|
2/17/2026 |
349
|
$190 M
|
| American Trust |
2025 Q4
|
2/17/2026 |
328
|
$1.2 B
|
| Long Path Partners LP |
2025 Q4
|
2/17/2026 |
7
|
$290 M
|
| Divisadero Street Capital Management, LP |
2025 Q4
|
2/17/2026 |
92
|
$2.1 B
|
| Norwood Investment Partners, LP |
2025 Q4
|
2/17/2026 |
15
|
$89 M
|
| Delos Wealth Advisors, LLC |
2025 Q4
|
2/17/2026 |
262
|
$150 M
|
| Granby Capital Management, LLC |
2025 Q4
|
2/17/2026 |
22
|
$190 M
|
| NewGen Asset Management Ltd |
2025 Q4
|
2/17/2026 |
23
|
$160 M
|
| Clearview Wealth Advisors LLC |
2025 Q4
|
2/17/2026 |
103
|
$160 M
|
| Militia Capital Partners, LP |
2025 Q4
|
2/17/2026 |
198
|
$260 M
|
| Militia Capital Partners, LP |
2025 Q3 - NEW HOLDINGS
|
2/17/2026 |
172
|
$220 M
|
| 140 Summer Partners LP |
2025 Q4
|
2/17/2026 |
22
|
$1.4 B
|
| SW Investment Management LLC |
2025 Q4
|
2/17/2026 |
7
|
$380 M
|
| Tao Capital Management LP |
2025 Q4
|
2/17/2026 |
8
|
$120 M
|
| I.G.Y. Ltd |
2025 Q4
|
2/17/2026 |
3
|
$240 M
|
| Bank of Marin |
2025 Q4
|
2/17/2026 |
147
|
$140 M
|
| Beacon Financial Advisory LLC |
2025 Q4
|
2/17/2026 |
371
|
$430 M
|
| Foresite Capital Management V, LLC |
2025 Q4
|
2/17/2026 |
7
|
$160 M
|
| Bain Capital Public Equity Management II, LLC |
2025 Q4
|
2/17/2026 |
3
|
$62 M
|