| STEPHENS INC /AR/ |
2025 Q4
|
2/5/2026 |
1,300
|
$8.0 B
|
| Peak Asset Management, LLC |
2025 Q4
|
2/5/2026 |
154
|
$590 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2025 Q4
|
2/5/2026 |
1,632
|
$4.7 B
|
| Arrow Financial Corp |
2025 Q4
|
2/5/2026 |
318
|
$1.0 B
|
| Center for Financial Planning, Inc. |
2025 Q4
|
2/5/2026 |
712
|
$960 M
|
| Everstar Asset Management, LLC |
2025 Q4
|
2/5/2026 |
224
|
$190 M
|
| 1620 INVESTMENT ADVISORS, INC. |
2025 Q4
|
2/5/2026 |
647
|
$150 M
|
| Spear Holdings RSC Ltd |
2025 Q4
|
2/5/2026 |
11
|
$570 M
|
| LAWOOD & CO |
2025 Q4
|
2/5/2026 |
158
|
$110 M
|
| Sherman Asset Management, Inc. |
2025 Q4
|
2/5/2026 |
144
|
$120 M
|
| RAHLFS CAPITAL, LLC |
2025 Q4
|
2/5/2026 |
84
|
$130 M
|
| Helikon Investments Ltd |
2025 Q4
|
2/5/2026 |
17
|
$1.9 B
|
| Catawba River Capital |
2025 Q4
|
2/5/2026 |
22
|
$220 M
|
| S&CO INC |
2025 Q4
|
2/5/2026 |
218
|
$1.6 B
|
| Plus Group Wealth Advisors LLC |
2025 Q4
|
2/5/2026 |
43
|
$90 M
|
| PBCay One RSC Ltd |
2025 Q4
|
2/5/2026 |
11
|
$570 M
|
| Tennessee Valley Asset Management Partners |
2025 Q4
|
2/5/2026 |
192
|
$770 M
|
| TLW Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
19
|
$170 M
|
| HFM Investment Advisors, LLC |
2025 Q4
|
2/5/2026 |
1,278
|
$260 M
|
| Financial Security Advisor, Inc. |
2025 Q4
|
2/5/2026 |
157
|
$520 M
|
| Vertex Investment Solutions Co., Ltd. |
2025 Q4
|
2/5/2026 |
22
|
$100 M
|
| Convergence Investment Partners, LLC |
2025 Q4
|
2/5/2026 |
242
|
$500 M
|
| STEGINSKY CAPITAL LLC |
2025 Q4
|
2/5/2026 |
8
|
$590 M
|
| Robert Bosch GmbH |
2025 Q4
|
2/5/2026 |
3
|
$180 M
|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2025 Q4
|
2/5/2026 |
877
|
$8.6 B
|
| Kapstone Financial Advisors LLC |
2025 Q4
|
2/5/2026 |
133
|
$200 M
|
| IMG Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
586
|
$160 M
|
| Compton Financial Group, LLC |
2025 Q4
|
2/5/2026 |
62
|
$440 M
|
| Clarendon Private LLC |
2025 Q4
|
2/5/2026 |
103
|
$120 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2025 Q4
|
2/5/2026 |
58
|
$140 M
|
| Wakefield Asset Management LLLP |
2025 Q4
|
2/5/2026 |
201
|
$370 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
195
|
$1.3 B
|
| Quent Long Short Global Small Cap Fund, LP |
2025 Q4 - RESTATEMENT
|
2/5/2026 |
1
|
$0
|
| Schulz Wealth, LTD. |
2025 Q4
|
2/5/2026 |
62
|
$160 M
|
| Gibson Capital, LLC |
2025 Q4
|
2/5/2026 |
120
|
$550 M
|
| Kropog Financial Group, LLC |
2025 Q4
|
2/5/2026 |
29
|
$130 M
|
| Cauble & Harre Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
70
|
$120 M
|
| Plante Moran Financial Advisors, LLC |
2025 Q4
|
2/5/2026 |
811
|
$1.6 B
|
| Sound Portfolio Advisors, LLC |
2025 Q4
|
2/5/2026 |
33
|
$120 M
|
| AlphaCore Capital LLC |
2025 Q4
|
2/5/2026 |
1,424
|
$4.5 B
|
| DNB Asset Management AS |
2025 Q4
|
2/5/2026 |
731
|
$29 B
|
| Richard Young Associates, Ltd. |
2025 Q4
|
2/5/2026 |
25
|
$130 M
|
| ANTIPODES PARTNERS Ltd |
2025 Q4
|
2/5/2026 |
132
|
$4.8 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2025 Q4
|
2/5/2026 |
105
|
$3.0 B
|
| Sculati Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
116
|
$280 M
|
| Applied Finance Capital Management, LLC |
2025 Q4
|
2/5/2026 |
225
|
$1.4 B
|
| PRUDENT INVESTORS NETWORK, INC. |
2025 Q4
|
2/5/2026 |
73
|
$440 M
|
| AMJ Financial Wealth Management |
2025 Q4
|
2/5/2026 |
90
|
$420 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2025 Q4
|
2/5/2026 |
374
|
$4.9 B
|
| USAdvisors Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
136
|
$300 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2025 Q4
|
2/5/2026 |
126
|
$180 M
|
| Phoenix Financial Ltd. |
2025 Q4
|
2/5/2026 |
671
|
$9.2 B
|
| Dash Acquisitions Inc. |
2025 Q4
|
2/5/2026 |
68
|
$480 M
|
| WestBridge Capital Management, LLC |
2025 Q4
|
2/5/2026 |
1
|
$160 M
|
| Boulder Wealth Advisors, LLC |
2025 Q4
|
2/5/2026 |
42
|
$240 M
|
| 1ST SOURCE BANK |
2025 Q4
|
2/5/2026 |
412
|
$1.9 B
|
| Bedminster, LLC |
2025 Q4
|
2/5/2026 |
53
|
$110 M
|
| WHI TRUST Co LLC |
2025 Q4
|
2/5/2026 |
94
|
$130 M
|
| Paulson Wealth Management Inc. |
2025 Q4
|
2/5/2026 |
136
|
$430 M
|
| Donoghue Forlines LLC |
2025 Q4
|
2/5/2026 |
113
|
$320 M
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q4
|
2/5/2026 |
6
|
$150 M
|
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York |
2025 Q4
|
2/5/2026 |
2
|
$240 M
|
| SUMMIT WEALTH GROUP LLC / CO |
2025 Q3 - NEW HOLDINGS
|
2/5/2026 |
266
|
$650 M
|
| Fulcrum Asset Management LLP |
2025 Q4 - RESTATEMENT
|
2/5/2026 |
182
|
$360 M
|
| AMALGAMATED BANK |
2025 Q4
|
2/5/2026 |
2,983
|
$14 B
|
| Lynx Investment Advisory |
2025 Q4
|
2/5/2026 |
373
|
$180 M
|
| Mason & Associates Inc |
2025 Q4
|
2/5/2026 |
157
|
$530 M
|
| Owen LaRue, LLC |
2025 Q4
|
2/5/2026 |
120
|
$260 M
|
| Bright Futures Wealth Management, LLC. |
2025 Q4
|
2/5/2026 |
162
|
$140 M
|
| Passive Capital Management, LLC. |
2025 Q4
|
2/5/2026 |
94
|
$320 M
|
| KMT WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/5/2026 |
16
|
$190 M
|
| BlueChip Wealth Advisors LLC |
2025 Q4
|
2/5/2026 |
157
|
$240 M
|
| Qsemble Capital Management, LP |
2025 Q4
|
2/5/2026 |
465
|
$1.2 B
|
| Terra Alpha Investments LLC |
2025 Q4
|
2/5/2026 |
32
|
$98 M
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2025 Q4
|
2/5/2026 |
3,869
|
$160 B
|
| ISTHMUS PARTNERS, LLC |
2025 Q4
|
2/5/2026 |
214
|
$900 M
|
| Left Brain Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
85
|
$290 M
|
| Blue Water Asset Management |
2025 Q4
|
2/5/2026 |
104
|
$280 M
|
| BESSEMER GROUP INC |
2025 Q4
|
2/5/2026 |
9,738
|
$65 B
|
| PAX Financial Group, LLC |
2025 Q4
|
2/5/2026 |
207
|
$580 M
|
| Wealth Advisory Team LLC |
2025 Q4
|
2/5/2026 |
39
|
$110 M
|
| General Electric Co |
2025 Q4
|
2/5/2026 |
2
|
$660 M
|
| Heathbridge Capital Management Ltd. |
2025 Q4
|
2/5/2026 |
29
|
$260 M
|
| Pinnacle Financial Group, LLC / IL |
2025 Q4
|
2/5/2026 |
112
|
$340 M
|
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2025 Q4
|
2/5/2026 |
30
|
$110 M
|
| True Blue Financial, LLC |
2025 Q4
|
2/5/2026 |
51
|
$120 M
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2025 Q4
|
2/5/2026 |
67
|
$1.5 B
|
| Thayer Partners, LLC / MA |
2025 Q4
|
2/5/2026 |
90
|
$210 M
|
| LGT Fund Management Co Ltd. |
2025 Q4
|
2/5/2026 |
218
|
$1.3 B
|
| LGT Group Foundation |
2025 Q4
|
2/5/2026 |
1,084
|
$9.2 B
|
| Mount Lucas Management LP |
2025 Q4
|
2/5/2026 |
171
|
$250 M
|
| AustralianSuper Pty Ltd |
2025 Q4
|
2/5/2026 |
273
|
$22 B
|
| DAHRING | CUSMANO LLC |
2025 Q4
|
2/5/2026 |
49
|
$140 M
|
| AIHC Capital Management Ltd |
2025 Q4
|
2/5/2026 |
6
|
$110 M
|
| JCSD Capital, LLC |
2025 Q4
|
2/5/2026 |
29
|
$85 M
|
| Legacy Financial Group LLC |
2025 Q4
|
2/5/2026 |
118
|
$810 M
|
| SkyOak Wealth, LLC |
2025 Q4
|
2/5/2026 |
250
|
$560 M
|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2025 Q4
|
2/5/2026 |
26
|
$200 M
|
| Wealth Advisors of Iowa, LLC |
2025 Q4
|
2/5/2026 |
84
|
$300 M
|
| AM INVESTMENT STRATEGIES LLC |
2025 Q4
|
2/5/2026 |
116
|
$480 M
|