| MPWM ADVISORY SOLUTIONS, LLC |
2026 Q1
|
5/13/2026 |
577
|
$190 M
|
| DRW Securities, LLC |
2026 Q1
|
5/13/2026 |
1,242
|
$7.2 B
|
| Capital Advisor Network LLC |
2026 Q1
|
5/13/2026 |
149
|
$85 M
|
| SHERMAN PORFOLIOS, LLC |
2026 Q1
|
5/13/2026 |
98
|
$1.3 B
|
| Elm Partners Management LLC |
2026 Q1
|
5/13/2026 |
158
|
$2.3 B
|
| Mirabaud Asset Management (France) SAS |
2026 Q1
|
5/13/2026 |
13
|
$200 M
|
| FOGEL CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/13/2026 |
52
|
$220 M
|
| Quilter Plc |
2026 Q1
|
5/13/2026 |
236
|
$5.7 B
|
| PGIM Custom Harvest LLC |
2026 Q1
|
5/13/2026 |
276
|
$6.4 B
|
| Caitlin John, LLC |
2026 Q1
|
5/13/2026 |
1,196
|
$170 M
|
| Trek Financial, LLC |
2026 Q1
|
5/13/2026 |
472
|
$1.9 B
|
| Forthright Family Wealth Advisory LLC |
2026 Q1
|
5/13/2026 |
63
|
$150 M
|
| ACADIAN ASSET MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
2,011
|
$70 B
|
| AXQ CAPITAL, LP |
2026 Q1
|
5/13/2026 |
973
|
$780 M
|
| Pinnacle Financial Group, LLC / IL |
2026 Q1
|
5/13/2026 |
111
|
$360 M
|
| Provident Living Financial Services, Inc. |
2026 Q1
|
5/13/2026 |
50
|
$91 M
|
| Forum Private Client Group LLC |
2026 Q1
|
5/13/2026 |
80
|
$300 M
|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
2026 Q1
|
5/13/2026 |
19,242
|
$480 B
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2026 Q1
|
5/13/2026 |
86
|
$330 M
|
| APG Asset Management US Inc. |
2026 Q1
|
5/13/2026 |
59
|
$13 B
|
| Wealth Advisors of Iowa, LLC |
2026 Q1
|
5/13/2026 |
87
|
$320 M
|
| Hennion & Walsh Asset Management, Inc. |
2026 Q1
|
5/13/2026 |
934
|
$3.0 B
|
| APG Asset Management N.V. |
2026 Q1
|
5/13/2026 |
513
|
$32 B
|
| Avail Investment Partners, LLC |
2026 Q1
|
5/13/2026 |
137
|
$94 M
|
| Triumph Capital Management |
2026 Q1
|
5/13/2026 |
1,838
|
$490 M
|
| Briar Hall Management LLC |
2026 Q1
|
5/13/2026 |
2
|
$6.7 B
|
| Marex Group plc |
2026 Q1
|
5/13/2026 |
1,464
|
$16 B
|
| Varenne Capital Partners |
2026 Q1
|
5/13/2026 |
30
|
$410 M
|
| BIOS Capital Management, LP |
2026 Q1
|
5/13/2026 |
10
|
$53 M
|
| Rezny Wealth Management, Inc. |
2026 Q1
|
5/13/2026 |
38
|
$460 M
|
| Mirabaud Asset Management Ltd |
2026 Q1
|
5/13/2026 |
32
|
$120 M
|
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
134
|
$690 M
|
| MACKENZIE FINANCIAL CORP |
2026 Q1
|
5/13/2026 |
1,420
|
$83 B
|
| Keystone Wealth Services, LLC |
2026 Q1
|
5/13/2026 |
294
|
$470 M
|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
2026 Q1
|
5/13/2026 |
42
|
$620 M
|
| RFP Financial Group LLC |
2026 Q1
|
5/13/2026 |
85
|
$180 M
|
| PROTECTIVE LIFE CORP |
2026 Q1
|
5/13/2026 |
155
|
$30 M
|
| Pinegrove Venture Partners, LLC |
2026 Q1
|
5/13/2026 |
5
|
$2.1 M
|
| GuideStone Capital Management, LLC |
2026 Q1
|
5/13/2026 |
1
|
$75 M
|
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN |
2026 Q1
|
5/13/2026 |
1
|
$300 M
|
| AMERICAN FINANCIAL GROUP INC |
2026 Q1
|
5/13/2026 |
87
|
$270 M
|
| NORDEA INVESTMENT MANAGEMENT AB |
2026 Q1
|
5/13/2026 |
1,994
|
$110 B
|
| 49 WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
204
|
$1.3 B
|
| Gator Capital Management, LLC |
2026 Q1
|
5/13/2026 |
91
|
$490 M
|
| Fund Advisors of America Inc/FL |
2026 Q1
|
5/13/2026 |
118
|
$99 M
|
| Sepio Capital, LP |
2026 Q1
|
5/13/2026 |
369
|
$1.8 B
|
| Keystone Financial Group |
2026 Q1
|
5/13/2026 |
528
|
$1.5 B
|
| Machina Capital S.A.S. |
2026 Q1
|
5/13/2026 |
353
|
$510 M
|
| E-Wealth Partners, LLC |
2025 Q4
|
5/13/2026 |
57
|
$120 M
|
| BARR E S & CO |
2026 Q1
|
5/13/2026 |
108
|
$1.7 B
|
| QUADRANT CAPITAL GROUP LLC |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
2,707
|
$3.3 B
|
| Silver Heights Capital Management Inc |
2026 Q1
|
5/13/2026 |
4
|
$260 M
|
| River Wealth Advisors LLC |
2026 Q1
|
5/13/2026 |
205
|
$870 M
|
| Virtus Fixed Income Advisers, LLC |
2026 Q1
|
5/13/2026 |
24
|
$120 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2026 Q1
|
5/13/2026 |
512
|
$2.8 B
|
| BOSTON FAMILY OFFICE LLC |
2026 Q1
|
5/13/2026 |
311
|
$1.5 B
|
| Tandem Investment Partners LLC |
2026 Q1
|
5/13/2026 |
73
|
$120 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2026 Q1
|
5/13/2026 |
99
|
$120 M
|
| Southeast Asset Advisors, LLC |
2026 Q1
|
5/13/2026 |
217
|
$910 M
|
| S&T Bank/PA |
2026 Q1
|
5/13/2026 |
516
|
$270 M
|
| Objectivity Squared, LLC |
2026 Q1
|
5/13/2026 |
55
|
$160 M
|
| Ruffer LLP |
2026 Q1
|
5/13/2026 |
176
|
$2.4 B
|
| JPMORGAN CHASE & CO |
2026 Q1
|
5/13/2026 |
378
|
$3.1 B
|
| YARGER WEALTH STRATEGIES, LLC |
2026 Q1
|
5/13/2026 |
125
|
$250 M
|
| Wealth Management Associates, Inc. |
2026 Q1
|
5/13/2026 |
234
|
$290 M
|
| Columbus Hill Capital Management, L.P. |
2026 Q1
|
5/13/2026 |
24
|
$670 M
|
| AE Wealth Management LLC |
2026 Q1
|
5/13/2026 |
32,377
|
$18 B
|
| PRUDENTIAL FINANCIAL INC |
2026 Q1
|
5/13/2026 |
3,576
|
$81 B
|
| LOWERY THOMAS, LLC |
2026 Q1
|
5/13/2026 |
55
|
$170 M
|
| nVerses Capital, LLC |
2026 Q1
|
5/13/2026 |
348
|
$110 M
|
| Pacific Excel Wealth Advisors, Inc. |
2026 Q1
|
5/13/2026 |
140
|
$95 M
|
| Black Cypress Capital Management, LLC |
2026 Q1
|
5/13/2026 |
31
|
$140 M
|
| HILL ISLAND FINANCIAL LLC |
2026 Q1
|
5/13/2026 |
84
|
$410 M
|
| Archvest Wealth Advisors, Inc. |
2026 Q1
|
5/13/2026 |
74
|
$150 M
|
| Champlain Investment Partners, LLC |
2026 Q1
|
5/13/2026 |
130
|
$7.9 B
|
| Aster Capital Management (DIFC) Ltd |
2026 Q1
|
5/13/2026 |
809
|
$310 M
|
| Alliance Private Wealth, LLC |
2026 Q1
|
5/13/2026 |
80
|
$280 M
|
| CloudAlpha Capital Management Limited/Hong Kong |
2026 Q1
|
5/13/2026 |
56
|
$2.9 B
|
| MARSICO CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
65
|
$3.4 B
|
| 180 GPS Investments IC Ltd |
2026 Q1
|
5/13/2026 |
1
|
$0
|
| Informed Momentum Co LLC |
2026 Q1
|
5/13/2026 |
273
|
$870 M
|
| Global IMC LLC |
2026 Q1
|
5/13/2026 |
16
|
$47 M
|
| Edgemoor Investment Advisors, Inc. |
2026 Q1
|
5/13/2026 |
170
|
$1.3 B
|
| AXS Investments LLC |
2025 Q4 - RESTATEMENT
|
5/13/2026 |
197
|
$290 M
|
| Kimelman & Baird, LLC |
2026 Q1
|
5/13/2026 |
263
|
$1.2 B
|
| Liontrust Investment Partners LLP |
2026 Q1
|
5/13/2026 |
206
|
$6.7 B
|
| CLEAR WAVE WEALTH MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
177
|
$460 M
|
| Teramo Advisors, LLC |
2026 Q1
|
5/13/2026 |
4
|
$470 M
|
| Marcho Partners LLP |
2026 Q1
|
5/13/2026 |
5
|
$120 M
|
| Magnetar Financial LLC |
2026 Q1
|
5/13/2026 |
1,755
|
$9.8 B
|
| SIT INVESTMENT ASSOCIATES INC |
2026 Q1
|
5/13/2026 |
501
|
$4.9 B
|
| AXS Investments LLC |
2025 Q3 - RESTATEMENT
|
5/13/2026 |
196
|
$320 M
|
| ALGEBRIS (UK) LTD |
2026 Q1
|
5/13/2026 |
70
|
$1.4 B
|
| Fourier Capital Management Ltd |
2026 Q1
|
5/13/2026 |
14
|
$100 M
|
| Lloyd Advisory Services, LLC. |
2026 Q1
|
5/13/2026 |
865
|
$350 M
|
| Exor N.V. |
2026 Q1
|
5/13/2026 |
3
|
$5.4 B
|
| Kingdom Financial Group LLC. |
2026 Q1
|
5/13/2026 |
865
|
$350 M
|
| PICTON MAHONEY ASSET MANAGEMENT |
2026 Q1
|
5/13/2026 |
1,238
|
$14 B
|
| De Lisle Partners LLP |
2026 Q1
|
5/13/2026 |
174
|
$840 M
|
| TOYOTA MOTOR CORP/ |
2026 Q1
|
5/13/2026 |
5
|
$2.4 B
|