| Second Line Capital, LLC |
2026 Q2
|
8/12/2026 |
178
|
$540 M
|
| STIFEL FINANCIAL CORP |
2026 Q2
|
8/12/2026 |
8,946
|
$120 B
|
| First Commonwealth Financial Corp /PA/ |
2026 Q2
|
8/12/2026 |
408
|
$710 M
|
| Circle Wealth Management, LLC |
2026 Q2
|
8/12/2026 |
258
|
$8.0 B
|
| Hartree Partners, LP |
2026 Q2
|
8/12/2026 |
127
|
$470 M
|
| Cravens & Co Advisors, LLC |
2026 Q2
|
8/12/2026 |
67
|
$150 M
|
| Chaney Capital Management, Inc. |
2026 Q2
|
8/12/2026 |
45
|
$320 M
|
| Azimuth Capital Investment Management LLC |
2026 Q2
|
8/12/2026 |
313
|
$3.0 B
|
| MYCIO WEALTH PARTNERS, LLC |
2026 Q2
|
8/12/2026 |
49
|
$540 M
|
| Doma Perpetual Capital Management LLC |
2026 Q2
|
8/12/2026 |
13
|
$430 M
|
| Intellus Advisors LLC |
2026 Q2
|
8/12/2026 |
134
|
$820 M
|
| Clear Street Group Inc. |
2026 Q2
|
8/12/2026 |
1,414
|
$40 B
|
| FirstWave Capital Management LLC |
2026 Q2
|
8/12/2026 |
63
|
$230 M
|
| INDUS CAPITAL PARTNERS, LLC |
2026 Q2
|
8/12/2026 |
2
|
$30 M
|
| Smartleaf Asset Management LLC |
2026 Q2
|
8/12/2026 |
3,465
|
$3.1 B
|
| SEGALL BRYANT & HAMILL, LLC |
2026 Q2
|
8/12/2026 |
590
|
$8.4 B
|
| Talos Eurisko Asset Management LP |
2026 Q2
|
8/12/2026 |
25
|
$700 M
|
| THOR TRADING ADVISORS, LLC |
2026 Q2
|
8/12/2026 |
39
|
$320 M
|
| Biltmore Family Office, LLC |
2026 Q2
|
8/12/2026 |
333
|
$760 M
|
| Aptus Capital Advisors, LLC |
2026 Q2
|
8/12/2026 |
2,007
|
$15 B
|
| Crystal Cove Asset Management, LLC |
2026 Q2
|
8/12/2026 |
20
|
$92 M
|
| NewEdge Advisors, LLC |
2026 Q2
|
8/12/2026 |
4,200
|
$34 B
|
| Mirae Asset Global Investments Co., Ltd. |
2026 Q1 - RESTATEMENT
|
8/12/2026 |
2,356
|
$35 B
|
| Corient IA LP |
2026 Q2
|
8/12/2026 |
249
|
$110 M
|
| PENINSULA ASSET MANAGEMENT INC |
2026 Q2
|
8/12/2026 |
80
|
$210 M
|
| Militia Capital Management LLC |
2026 Q2
|
8/12/2026 |
278
|
$3.4 B
|
| TenCore Partners, LP |
2026 Q2
|
8/12/2026 |
15
|
$130 M
|
| Intrepid Financial Planning Group LLC |
2026 Q2
|
8/12/2026 |
135
|
$290 M
|
| Walnut Level Capital LLC |
2026 Q2
|
8/12/2026 |
1
|
$0
|
| Militia Capital Management LLC |
2026 Q1 - NEW HOLDINGS
|
8/12/2026 |
273
|
$990 M
|
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
2026 Q2
|
8/12/2026 |
78
|
$290 M
|
| Matisse Capital |
2026 Q2
|
8/12/2026 |
180
|
$250 M
|
| Alta Fundamental Advisers LLC |
2026 Q2
|
8/12/2026 |
26
|
$330 M
|
| MUFG SECURITIES (CANADA), LTD. |
2026 Q2
|
8/12/2026 |
43
|
$3.7 B
|
| MONETARY MANAGEMENT GROUP INC |
2026 Q2
|
8/12/2026 |
336
|
$490 M
|
| Wealthspire Retirement, LLC |
2026 Q2
|
8/12/2026 |
321
|
$1.8 B
|
| Optiver Holding B.V. |
2026 Q2
|
8/12/2026 |
2,950
|
$370 B
|
| Empower Annuity Insurance Co |
2026 Q2
|
8/12/2026 |
1
|
$270 M
|
| American Investment Services, Inc. |
2026 Q2
|
8/12/2026 |
133
|
$470 M
|
| Curran Financial Partners, LLC |
2026 Q2
|
8/12/2026 |
140
|
$670 M
|
| Semanteon Capital Management, LP |
2026 Q2
|
8/12/2026 |
100
|
$22 M
|
| Henshaw Capital LLC |
2026 Q2
|
8/12/2026 |
160
|
$3.1 B
|
| Integrated Wealth Concepts LLC |
2026 Q2
|
8/12/2026 |
5,948
|
$21 B
|
| Broadhurst Jeffrey B |
2026 Q2
|
8/12/2026 |
92
|
$47 M
|
| CNO Financial Group, Inc. |
2026 Q2
|
8/12/2026 |
18
|
$170 M
|
| TOBIAS FINANCIAL ADVISORS, INC. |
2026 Q2
|
8/12/2026 |
148
|
$790 M
|
| Oppenheimer & Close, LLC |
2026 Q2
|
8/12/2026 |
57
|
$160 M
|
| PLANNING ALTERNATIVES LTD /ADV |
2026 Q2
|
8/12/2026 |
129
|
$930 M
|
| Measured Risk Portfolios, Inc. |
2026 Q2
|
8/12/2026 |
65
|
$110 M
|
| EnCap Investments L.P. |
2026 Q2
|
8/12/2026 |
3
|
$320 M
|
| iSAM Funds (UK) Ltd |
2026 Q2
|
8/12/2026 |
241
|
$140 M
|
| WESTFIELD CAPITAL MANAGEMENT CO LP |
2026 Q2
|
8/12/2026 |
278
|
$31 B
|
| Summit Financial, LLC |
2026 Q2
|
8/12/2026 |
1,580
|
$9.1 B
|
| Agave Capital Management Ltd |
2026 Q2
|
8/12/2026 |
12
|
$910 M
|
| University of Illinois Foundation |
2026 Q2
|
8/12/2026 |
29
|
$560 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2026 Q2
|
8/12/2026 |
257
|
$350 M
|
| HANOVER ADVISORS INC |
2026 Q2
|
8/12/2026 |
122
|
$280 M
|
| OEP CAPITAL ADVISORS, L.P. |
2026 Q2
|
8/12/2026 |
1
|
$170 M
|
| PRUDENTIAL FINANCIAL INC |
2026 Q2
|
8/12/2026 |
3,685
|
$92 B
|
| AMERICAN FINANCIAL GROUP INC |
2026 Q2
|
8/12/2026 |
89
|
$280 M
|
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN |
2026 Q2
|
8/12/2026 |
1
|
$310 M
|
| Boxwood Ventures, Inc. |
2026 Q2
|
8/12/2026 |
37
|
$170 M
|
| Lynx1 Capital Management LP |
2026 Q2
|
8/12/2026 |
23
|
$510 M
|
| BNB Wealth Management, LLC |
2026 Q2
|
8/12/2026 |
94
|
$180 M
|
| Round Hill Asset Management |
2026 Q2
|
8/12/2026 |
62
|
$160 M
|
| Advisory Services Network, LLC |
2026 Q2
|
8/12/2026 |
9,871
|
$8.8 B
|
| Compass Ion Advisors, LLC |
2026 Q2
|
8/12/2026 |
417
|
$1.2 B
|
| SYKON CAPITAL LLC |
2026 Q2
|
8/12/2026 |
112
|
$320 M
|
| Cliffwater LLC |
2026 Q2
|
8/12/2026 |
22
|
$400 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2026 Q2
|
8/12/2026 |
91
|
$250 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2026 Q1
|
8/12/2026 |
83
|
$210 M
|
| Accent Capital Management, LLC |
2026 Q2
|
8/12/2026 |
299
|
$230 M
|
| Graticule Asia Macro Advisors LLC |
2026 Q2
|
8/12/2026 |
208
|
$1.3 B
|
| Hill Investment Group Partners, LLC |
2026 Q2
|
8/12/2026 |
61
|
$980 M
|
| Minerva Advisors LLC |
2026 Q2
|
8/12/2026 |
46
|
$160 M
|
| HighMark Wealth Management LLC |
2026 Q2
|
8/12/2026 |
565
|
$300 M
|
| Empower Advisory Group, LLC |
2026 Q2
|
8/12/2026 |
533
|
$42 B
|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2026 Q2
|
8/12/2026 |
169
|
$400 M
|
| Montgomery Financial Services LLC |
2026 Q2
|
8/12/2026 |
334
|
$120 M
|
| US BANCORP \DE\ |
2026 Q2
|
8/12/2026 |
8,256
|
$92 B
|
| Future Fund LLC |
2026 Q2
|
8/12/2026 |
118
|
$350 M
|
| Baer Investment Advisory LLC |
2026 Q2
|
8/12/2026 |
43
|
$120 M
|
| CAPITAL COUNSEL LLC/NY |
2026 Q2
|
8/12/2026 |
58
|
$2.6 B
|
| Pacific Ridge Capital Partners, LLC |
2026 Q2
|
8/12/2026 |
134
|
$550 M
|
| Nutshell Asset Management Ltd |
2026 Q2
|
8/12/2026 |
45
|
$300 M
|
| GARDNER LEWIS ASSET MANAGEMENT L P |
2026 Q2
|
8/12/2026 |
75
|
$450 M
|
| J. H. Whitney Equity Partners VI, LLC |
2026 Q2
|
8/12/2026 |
1
|
$200 M
|
| SHUFRO ROSE & CO LLC |
2026 Q2
|
8/12/2026 |
324
|
$1.7 B
|
| SMITH, MOORE & CO. |
2026 Q2
|
8/12/2026 |
586
|
$1.5 B
|
| Pandi, LLC |
2026 Q2
|
8/12/2026 |
4
|
$660 M
|
| L & S Advisors Inc |
2026 Q2
|
8/12/2026 |
236
|
$970 M
|
| PETTYJOHN, WOOD & WHITE, INC |
2026 Q2
|
8/12/2026 |
222
|
$690 M
|
| Pacifica Capital Investments, LLC |
2026 Q2
|
8/12/2026 |
15
|
$290 M
|
| WealthShield Partners, LLC |
2026 Q2
|
8/12/2026 |
379
|
$650 M
|
| Farringdon Capital, Ltd. |
2026 Q2
|
8/12/2026 |
184
|
$200 M
|
| New Dimensions Wealth Management, LLC |
2026 Q2
|
8/12/2026 |
21
|
$130 M
|
| W1M Asset Management Ltd |
2026 Q2
|
8/12/2026 |
203
|
$11 B
|
| Chou Associates Management Inc. |
2026 Q2
|
8/12/2026 |
31
|
$220 M
|
| Orchard Capital Management, LLC |
2026 Q2
|
8/12/2026 |
44
|
$100 M
|
| W1M Investment Management Ltd |
2026 Q2
|
8/12/2026 |
1
|
$0
|