| VIRTUE ASSET MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
106
|
$130 M
|
| OAKMONT Corp |
2026 Q1
|
5/12/2026 |
31
|
$530 M
|
| Three Bridge Wealth Advisors, LLC |
2026 Q1
|
5/12/2026 |
86
|
$360 M
|
| Hilltop Partners LLC |
2026 Q1
|
5/12/2026 |
126
|
$390 M
|
| Corre Partners Management, LLC |
2026 Q1
|
5/12/2026 |
3
|
$65 M
|
| Coyle Financial Counsel LLC |
2026 Q1
|
5/12/2026 |
113
|
$470 M
|
| KMT WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
17
|
$180 M
|
| Kazazian Asset Management, LLC |
2026 Q1
|
5/12/2026 |
43
|
$92 M
|
| MILLBANK DARTMOOR PORTSMOUTH LLC |
2026 Q1
|
5/12/2026 |
2
|
$150 M
|
| ELEMENT CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
49
|
$1.1 B
|
| NFC Investments, LLC |
2026 Q1
|
5/12/2026 |
41
|
$360 M
|
| FOCUSED ALPHA, LLC |
2026 Q1
|
5/12/2026 |
247
|
$320 M
|
| Centric Wealth Management |
2026 Q1
|
5/12/2026 |
203
|
$500 M
|
| Richardson Capital Management LLC |
2026 Q1
|
5/12/2026 |
394
|
$210 M
|
| Fiera Capital Corp |
2026 Q1
|
5/12/2026 |
684
|
$29 B
|
| Ausdal Financial Partners, Inc. |
2026 Q1
|
5/12/2026 |
1,688
|
$2.3 B
|
| BBR PARTNERS, LLC |
2026 Q1
|
5/12/2026 |
253
|
$1.8 B
|
| Impax Asset Management Group plc |
2026 Q1
|
5/12/2026 |
287
|
$14 B
|
| Independent Advisor Alliance |
2026 Q1
|
5/12/2026 |
2,740
|
$9.3 B
|
| Texas County & District Retirement System |
2026 Q1
|
5/12/2026 |
1
|
$61 M
|
| Railway Pension Investments Ltd |
2026 Q1
|
5/12/2026 |
103
|
$7.0 B
|
| Argentarii, LLC |
2026 Q1
|
5/12/2026 |
198
|
$290 M
|
| PAYDEN & RYGEL |
2026 Q1
|
5/12/2026 |
114
|
$1.3 B
|
| Advyzon Investment Management, LLC |
2026 Q1
|
5/12/2026 |
1,195
|
$1.1 B
|
| SCP Investment, LP |
2026 Q1
|
5/12/2026 |
48
|
$90 M
|
| Viola Ventures V.C. Management 4 Ltd. |
2026 Q1
|
5/12/2026 |
4
|
$35 M
|
| SWISS RE LTD |
2026 Q1
|
5/12/2026 |
239
|
$16 M
|
| STRAIGHTLINE GROUP LLC |
2026 Q1
|
5/12/2026 |
17
|
$200 M
|
| Investor's Fiduciary Advisor Network, LLC |
2026 Q1
|
5/12/2026 |
270
|
$330 M
|
| PCM Encore, LLC |
2026 Q1
|
5/12/2026 |
445
|
$490 M
|
| Frisco Financial Planning LLC |
2026 Q1
|
5/12/2026 |
29
|
$120 M
|
| M&T Bank Corp |
2026 Q1
|
5/12/2026 |
11,679
|
$29 B
|
| TD Waterhouse Canada Inc. |
2026 Q1
|
5/12/2026 |
2,307
|
$34 B
|
| Employees Provident Fund Board |
2026 Q1
|
5/12/2026 |
70
|
$13 B
|
| Pilgrim Partners Asia Pte Ltd |
2026 Q1
|
5/12/2026 |
126
|
$250 M
|
| Rakuten Investment Management, Inc. |
2026 Q1
|
5/12/2026 |
509
|
$49 B
|
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
2026 Q1
|
5/12/2026 |
174
|
$2.7 B
|
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. |
2026 Q1
|
5/12/2026 |
1
|
$74 M
|
| KIM, LLC |
2026 Q1
|
5/12/2026 |
64
|
$980 M
|
| Frisco Financial Planning LLC |
2025 Q4
|
5/12/2026 |
26
|
$120 M
|
| RED REEF ADVISORS LLC |
2026 Q1
|
5/12/2026 |
179
|
$96 M
|
| Frisco Financial Planning LLC |
2025 Q3
|
5/12/2026 |
26
|
$120 M
|
| Koch, Inc. |
2026 Q1
|
5/12/2026 |
8
|
$920 M
|
| Safe Harbor Family Capital, LLC |
2026 Q1
|
5/12/2026 |
55
|
$130 M
|
| Frisco Financial Planning LLC |
2025 Q2
|
5/12/2026 |
20
|
$110 M
|
| Frisco Financial Planning LLC |
2025 Q1
|
5/12/2026 |
20
|
$100 M
|
| Marion Wealth Management |
2026 Q1
|
5/12/2026 |
146
|
$450 M
|
| BARINGTON COMPANIES MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
8
|
$120 M
|
| Kingsview Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
1,486
|
$7.3 B
|
| Borer Denton & Associates, Inc. |
2026 Q1
|
5/12/2026 |
66
|
$280 M
|
| Oppenheimer & Close, LLC |
2026 Q1
|
5/12/2026 |
56
|
$160 M
|
| Frisco Financial Planning LLC |
2024 Q4
|
5/12/2026 |
18
|
$100 M
|
| Wescott Financial Advisory Group, LLC |
2026 Q1
|
5/12/2026 |
209
|
$1.1 B
|
| Ramirez Asset Management, Inc. |
2026 Q1
|
5/12/2026 |
349
|
$830 M
|
| Anfield Capital Management, LLC |
2026 Q1
|
5/12/2026 |
715
|
$360 M
|
| Hunter Perkins Capital Management, LLC |
2026 Q1
|
5/12/2026 |
143
|
$430 M
|
| Tannin Capital LLC |
2026 Q1
|
5/12/2026 |
152
|
$140 M
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
2026 Q1
|
5/12/2026 |
143
|
$1.3 B
|
| Optimize Financial Inc |
2026 Q1
|
5/12/2026 |
297
|
$200 M
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2026 Q1
|
5/12/2026 |
329
|
$180 M
|
| Covington Investment Advisors Inc. |
2026 Q1
|
5/12/2026 |
74
|
$680 M
|
| BNP PARIBAS |
2026 Q1
|
5/12/2026 |
641
|
$3.1 B
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2026 Q1
|
5/12/2026 |
10
|
$410 M
|
| Tejara Capital Ltd |
2026 Q1
|
5/12/2026 |
73
|
$300 M
|
| J. H. Whitney Equity Partners VI, LLC |
2026 Q1
|
5/12/2026 |
1
|
$330 M
|
| ENTRUST FINANCIAL LLC |
2026 Q1
|
5/12/2026 |
457
|
$140 M
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2026 Q1
|
5/12/2026 |
176
|
$1.8 B
|
| BERKSHIRE CAPITAL HOLDINGS INC |
2026 Q1
|
5/12/2026 |
114
|
$280 M
|
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
2026 Q1
|
5/12/2026 |
86
|
$150 M
|
| WINTON GROUP Ltd |
2026 Q1
|
5/12/2026 |
1,080
|
$2.9 B
|
| Werba Rubin Papier Wealth Management |
2026 Q1
|
5/12/2026 |
278
|
$720 M
|
| ACORN CREEK CAPITAL LLC |
2026 Q1
|
5/12/2026 |
84
|
$280 M
|
| Bear Mountain Capital, Inc. |
2026 Q1
|
5/12/2026 |
198
|
$330 M
|
| Chung Wu Investment Group, LLC |
2026 Q1
|
5/12/2026 |
259
|
$120 M
|
| Milestones Administradora de Recursos Ltda. |
2026 Q1
|
5/12/2026 |
17
|
$380 M
|
| 12th Street Asset Management Company, LLC |
2026 Q1
|
5/12/2026 |
32
|
$610 M
|
| JUPITER ASSET MANAGEMENT LTD |
2026 Q1
|
5/12/2026 |
706
|
$19 B
|
| Beaton Management Co. Inc. |
2026 Q1
|
5/12/2026 |
146
|
$220 M
|
| BNDES Participacoes S.A. |
2026 Q1
|
5/12/2026 |
1
|
$3.6 B
|
| Advocacy Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
143
|
$2.3 B
|
| ALERUS FINANCIAL NA |
2026 Q1
|
5/12/2026 |
515
|
$2.0 B
|
| BNP PARIBAS FINANCIAL MARKETS |
2026 Q1
|
5/12/2026 |
17,681
|
$210 B
|
| FOX RUN MANAGEMENT, L.L.C. |
2026 Q1
|
5/12/2026 |
856
|
$570 M
|
| AG2R LA MONDIALE GESTION D'ACTIFS |
2026 Q1
|
5/12/2026 |
353
|
$2.2 B
|
| LATHROP INVESTMENT MANAGEMENT CO |
2026 Q1
|
5/12/2026 |
83
|
$530 M
|
| Prism Planning Partners LLC |
2026 Q1
|
5/12/2026 |
64
|
$85 M
|
| TrinityBridge Ltd |
2026 Q1
|
5/12/2026 |
273
|
$3.7 B
|
| INSIGNEO ADVISORY SERVICES, LLC |
2026 Q1
|
5/12/2026 |
745
|
$1.4 B
|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
2026 Q1
|
5/12/2026 |
98
|
$160 M
|
| Avant Capital LLC |
2026 Q1
|
5/12/2026 |
76
|
$140 M
|
| LRZ CAPITAL LLC |
2026 Q1
|
5/12/2026 |
16
|
$200 M
|
| CAMBIAR INVESTORS LLC |
2026 Q1
|
5/12/2026 |
145
|
$2.2 B
|
| Icon Wealth Advisors, LLC |
2026 Q1
|
5/12/2026 |
389
|
$1.5 B
|
| BlackDiamond Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
203
|
$210 M
|
| Cadence Wealth Management LLC |
2026 Q1
|
5/12/2026 |
58
|
$240 M
|
| IVY LANE CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
11
|
$66 M
|
| RIT CAPITAL PARTNERS PLC |
2026 Q1
|
5/12/2026 |
12
|
$370 M
|
| Bellwether Advisors, LLC |
2026 Q1
|
5/12/2026 |
159
|
$590 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2026 Q1
|
5/12/2026 |
724
|
$7.7 B
|
| Cannon Financial Strategists, Inc. |
2026 Q1
|
5/12/2026 |
109
|
$760 M
|