| Tejara Capital Ltd |
2025 Q4
|
2/5/2026 |
62
|
$420 M
|
| Fund Resources Investment Holding Group Co Ltd |
2025 Q4
|
2/5/2026 |
1
|
$100 M
|
| Thrivent Financial for Lutherans |
2025 Q4
|
2/5/2026 |
4,469
|
$56 B
|
| Arbejdsmarkedets Tillaegspension |
2025 Q4
|
2/5/2026 |
167
|
$3.9 B
|
| Delta Accumulation, LLC |
2025 Q4 - RESTATEMENT
|
2/5/2026 |
194
|
$2.7 B
|
| Yelin Lapidot Holdings Management Ltd. |
2025 Q4
|
2/5/2026 |
100
|
$500 M
|
| Syncona Portfolio Ltd |
2025 Q4
|
2/5/2026 |
2
|
$34 M
|
| Bank Julius Baer & Co. Ltd, Zurich |
2025 Q4
|
2/5/2026 |
644
|
$36 B
|
| Baader Bank Aktiengesellschaft |
2025 Q4
|
2/5/2026 |
436
|
$1.5 B
|
| Central Asset Investments & Management Holdings (HK) Ltd |
2025 Q4
|
2/5/2026 |
39
|
$150 M
|
| Wilson & Boucher Capital Management, LLC |
2025 Q4
|
2/4/2026 |
114
|
$150 M
|
| WIM INVESTMENT MANAGEMENT Ltd |
2025 Q4
|
2/4/2026 |
22
|
$390 M
|
| Financial Strategies Group, Inc. |
2025 Q4
|
2/4/2026 |
94
|
$550 M
|
| Fourier Capital Management Ltd |
2025 Q4
|
2/4/2026 |
20
|
$94 M
|
| Rakuten Group, Inc. |
2025 Q4
|
2/4/2026 |
4
|
$2.3 B
|
| Newport Asia LLC |
2025 Q4
|
2/4/2026 |
1
|
$2.2 M
|
| Western Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
831
|
$2.2 B
|
| Groupe Bruxelles Lambert |
2025 Q4
|
2/4/2026 |
1
|
$360 M
|
| Unconventional Investor, LLC |
2025 Q4
|
2/4/2026 |
47
|
$210 M
|
| Edge Financial Advisors LLC |
2024 Q2
|
2/4/2026 |
87
|
$97 M
|
| Astoria Strategic Wealth, Inc. |
2025 Q4
|
2/4/2026 |
35
|
$400 M
|
| Plancorp, LLC |
2025 Q4
|
2/4/2026 |
365
|
$3.3 B
|
| Bradyco, Inc. |
2025 Q4
|
2/4/2026 |
35
|
$81 M
|
| MONEYWISE, INC. |
2025 Q4
|
2/4/2026 |
82
|
$240 M
|
| E Fund Management (Hong Kong) Co., Ltd. |
2025 Q4
|
2/4/2026 |
397
|
$300 M
|
| BG Investment Services, LLC |
2025 Q4
|
2/4/2026 |
45
|
$110 M
|
| TrueWealth Financial Partners |
2025 Q4
|
2/4/2026 |
50
|
$120 M
|
| TFO Wealth Partners, LLC |
2025 Q4
|
2/4/2026 |
51
|
$670 M
|
| Stonebridge Financial Planning Group, LLC |
2025 Q4
|
2/4/2026 |
168
|
$280 M
|
| HighMark Wealth Management LLC |
2025 Q4
|
2/4/2026 |
588
|
$250 M
|
| Presper Financial Architects, LLC |
2025 Q4
|
2/4/2026 |
54
|
$180 M
|
| Sage Financial Management Group, Inc. |
2025 Q4
|
2/4/2026 |
58
|
$330 M
|
| Landmark Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
88
|
$260 M
|
| Proactive Wealth Strategies LLC |
2025 Q4
|
2/4/2026 |
152
|
$250 M
|
| Castle Rock Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
261
|
$460 M
|
| SFE Investment Counsel |
2025 Q4
|
2/4/2026 |
146
|
$650 M
|
| Freemont Management S.A. |
2025 Q4
|
2/4/2026 |
121
|
$570 M
|
| Idaho Trust Co |
2025 Q4
|
2/4/2026 |
145
|
$300 M
|
| Atlas Private Wealth Advisors |
2025 Q4
|
2/4/2026 |
134
|
$430 M
|
| Bayshore Capital Advisors, LLC |
2025 Q4
|
2/4/2026 |
34
|
$200 M
|
| Allworth Financial LP |
2025 Q4
|
2/4/2026 |
5,179
|
$24 B
|
| Powers Capital, LLC |
2025 Q4
|
2/4/2026 |
2
|
$220 M
|
| Clarion Wealth Managment Partners, LLC |
2025 Q4
|
2/4/2026 |
81
|
$110 M
|
| Financial Council, LLC |
2025 Q4
|
2/4/2026 |
101
|
$250 M
|
| PINNACLE ASSOCIATES LTD |
2025 Q4
|
2/4/2026 |
936
|
$7.8 B
|
| Mesirow Financial Investment Management, Inc. |
2025 Q4
|
2/4/2026 |
485
|
$4.9 B
|
| Wealthspring Capital LLC |
2025 Q4
|
2/4/2026 |
183
|
$420 M
|
| Flavin Financial Services, Inc. |
2025 Q4
|
2/4/2026 |
69
|
$150 M
|
| PCG Wealth Advisors, LLC |
2025 Q4
|
2/4/2026 |
152
|
$350 M
|
| Leeward Investments, LLC - MA |
2025 Q4
|
2/4/2026 |
141
|
$2.0 B
|
| Berman McAleer LLC |
2025 Q4
|
2/4/2026 |
162
|
$730 M
|
| Granite Bay Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
96
|
$420 M
|
| Johnson & White Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
111
|
$230 M
|
| Cornerstone Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
690
|
$1.9 B
|
| BluePrint Investing LLC |
2025 Q4
|
2/4/2026 |
26
|
$130 M
|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/4/2026 |
766
|
$12 B
|
| ACR Alpine Capital Research, LLC |
2025 Q4
|
2/4/2026 |
64
|
$6.4 B
|
| Avantax Planning Partners, Inc. |
2025 Q4
|
2/4/2026 |
437
|
$3.6 B
|
| CONNING INC. |
2025 Q4
|
2/4/2026 |
345
|
$3.0 B
|
| Petix & Botte Co |
2025 Q4
|
2/4/2026 |
133
|
$440 M
|
| WJ Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
70
|
$230 M
|
| ORBA Wealth Advisors, L.L.C. |
2025 Q4
|
2/4/2026 |
79
|
$120 M
|
| Meridian Financial Partners LLC |
2025 Q4
|
2/4/2026 |
118
|
$250 M
|
| Trevian Wealth Management LLC |
2025 Q4
|
2/4/2026 |
50
|
$210 M
|
| Tilson Financial Group, Inc. |
2025 Q4
|
2/4/2026 |
83
|
$320 M
|
| Yardley Wealth Management LLC |
2025 Q4
|
2/4/2026 |
36
|
$190 M
|
| Triton Wealth Management, PLLC |
2025 Q4
|
2/4/2026 |
126
|
$270 M
|
| Williams & Novak, LLC |
2025 Q4
|
2/4/2026 |
141
|
$130 M
|
| Maxele Advisors, LLC |
2025 Q4
|
2/4/2026 |
100
|
$120 M
|
| Halter Ferguson Financial Inc. |
2025 Q4
|
2/4/2026 |
36
|
$460 M
|
| Fingerlakes Wealth Management, Inc. |
2025 Q4
|
2/4/2026 |
97
|
$160 M
|
| CROSSPOINT FINANCIAL, LLC |
2025 Q4
|
2/4/2026 |
37
|
$42 M
|
| Grey Ledge Advisors, LLC |
2025 Q4
|
2/4/2026 |
237
|
$440 M
|
| NDWM LLC |
2025 Q4
|
2/4/2026 |
34
|
$150 M
|
| PACIFIC SUN FINANCIAL CORP |
2025 Q4
|
2/4/2026 |
202
|
$210 M
|
| Cardinal Point Capital Management ULC |
2025 Q4
|
2/4/2026 |
260
|
$1.5 B
|
| Rayburn West Financial Services LLC |
2025 Q4
|
2/4/2026 |
80
|
$160 M
|
| Alexander Randolph Advisory, Inc. |
2025 Q4
|
2/4/2026 |
54
|
$120 M
|
| Pandi, LLC |
2025 Q4
|
2/4/2026 |
2
|
$630 M
|
| GR FINANCIAL GROUP, LLC |
2025 Q4
|
2/4/2026 |
28
|
$450 M
|
| Navalign, LLC |
2025 Q4
|
2/4/2026 |
512
|
$410 M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2025 Q4
|
2/4/2026 |
106
|
$230 M
|
| Berkeley Capital Partners, LLC |
2025 Q4
|
2/4/2026 |
188
|
$420 M
|
| Atria Investments, Inc |
2025 Q4
|
2/4/2026 |
2,018
|
$8.8 B
|
| Simmons Bank |
2025 Q4
|
2/4/2026 |
757
|
$1.5 B
|
| MUHLENKAMP & CO INC |
2025 Q4
|
2/4/2026 |
28
|
$370 M
|
| Foundry Financial Group, Inc. |
2025 Q4
|
2/4/2026 |
66
|
$200 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2025 Q4
|
2/4/2026 |
324
|
$900 M
|
| MONECO ADVISORS, LLC |
2025 Q4
|
2/4/2026 |
507
|
$1.3 B
|
| Knuff & Co LLC |
2025 Q4
|
2/4/2026 |
129
|
$340 M
|
| Strategic Family Wealth Counselors, L.L.C. |
2025 Q4
|
2/4/2026 |
217
|
$450 M
|
| DAG VENTURES, LLC |
2025 Q4
|
2/4/2026 |
3
|
$190 M
|
| Heritage Wealth Management, Inc. /CA/ |
2025 Q4
|
2/4/2026 |
91
|
$160 M
|
| VanderPol Investments L.L.C. |
2025 Q4
|
2/4/2026 |
65
|
$58 M
|
| CAP Partners, LLC |
2025 Q4
|
2/4/2026 |
143
|
$180 M
|
| Biltmore Family Office, LLC |
2025 Q4
|
2/4/2026 |
331
|
$720 M
|
| Pacer Advisors, Inc. |
2025 Q4
|
2/4/2026 |
3,829
|
$39 B
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q4
|
2/4/2026 |
1,510
|
$7.9 B
|
| Stonebridge Financial Group, LLC / MO |
2025 Q4
|
2/4/2026 |
159
|
$120 M
|
| Tepp RIA, LLC |
2025 Q4
|
2/4/2026 |
38
|
$100 M
|