| Callan Family Office, LLC |
2026 Q2
|
8/11/2026 |
1,226
|
$5.1 B
|
| Lalia Capital, LLC |
2026 Q2
|
8/11/2026 |
15
|
$210 M
|
| Fund Advisors of America Inc/FL |
2026 Q2
|
8/11/2026 |
120
|
$110 M
|
| Converium Capital Inc. |
2026 Q1 - RESTATEMENT
|
8/11/2026 |
36
|
$590 M
|
| DAG VENTURES, LLC |
2026 Q2
|
8/11/2026 |
3
|
$120 M
|
| HEARTLAND ADVISORS INC |
2026 Q2
|
8/11/2026 |
244
|
$2.2 B
|
| Converium Capital Inc. |
2025 Q4 - RESTATEMENT
|
8/11/2026 |
33
|
$610 M
|
| Periscope Capital Inc. |
2026 Q2
|
8/11/2026 |
481
|
$1.1 B
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2026 Q2
|
8/11/2026 |
70
|
$460 M
|
| JB CAPITAL PARTNERS LP |
2026 Q2
|
8/11/2026 |
87
|
$650 M
|
| Momentous Wealth Management, Inc. |
2026 Q2
|
8/11/2026 |
48
|
$200 M
|
| Manhattan West Asset Management, LLC |
2026 Q2
|
8/11/2026 |
185
|
$600 M
|
| Providence Capital Advisors, LLC |
2026 Q2
|
8/11/2026 |
385
|
$660 M
|
| Amundi |
2026 Q2
|
8/11/2026 |
5,522
|
$410 B
|
| Geometric Wealth Advisors |
2026 Q2
|
8/11/2026 |
94
|
$920 M
|
| Disciplined Investors, L.L.C. |
2026 Q2
|
8/11/2026 |
145
|
$200 M
|
| TCTC Holdings, LLC |
2026 Q2
|
8/11/2026 |
348
|
$3.8 B
|
| Schreiber Kathleen |
2026 Q2
|
8/11/2026 |
1
|
$0
|
| Financial Security Advisor, Inc. |
2026 Q2
|
8/11/2026 |
161
|
$610 M
|
| COURAGE CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/11/2026 |
16
|
$67 M
|
| Aspetuck Financial Management LLC |
2026 Q2
|
8/11/2026 |
79
|
$170 M
|
| X ADVISORS, LLC |
2026 Q2
|
8/11/2026 |
36
|
$38 M
|
| Investure, LLC |
2026 Q2
|
8/11/2026 |
17
|
$1.6 B
|
| VAUGHAN DAVID INVESTMENTS LLC/IL |
2026 Q2
|
8/11/2026 |
245
|
$5.0 B
|
| CVFG LLC |
2026 Q2
|
8/11/2026 |
250
|
$950 M
|
| Private Wealth Asset Management, LLC |
2026 Q2
|
8/11/2026 |
930
|
$1.0 B
|
| Gunpowder Capital Management, LLC dba Oliver Wealth Management |
2026 Q2
|
8/11/2026 |
408
|
$140 M
|
| Quantum Capital Management, LLC / NJ |
2026 Q2
|
8/11/2026 |
35
|
$800 M
|
| Verde Capital Management |
2026 Q2
|
8/11/2026 |
80
|
$540 M
|
| MARIPAU WEALTH MANAGEMENT LLC |
2026 Q2
|
8/11/2026 |
177
|
$280 M
|
| Lafayette Investments, Inc. |
2026 Q2
|
8/11/2026 |
162
|
$540 M
|
| Arrow Capital Management, LLC |
2026 Q2
|
8/11/2026 |
21
|
$180 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2026 Q2
|
8/11/2026 |
67
|
$190 M
|
| Ring Mountain Capital, LLC |
2026 Q2
|
8/11/2026 |
107
|
$240 M
|
| WHI TRUST Co LLC |
2026 Q2
|
8/11/2026 |
66
|
$150 M
|
| Ibex Investors LLC |
2026 Q2
|
8/11/2026 |
15
|
$190 M
|
| USS Investment Management Ltd |
2026 Q2
|
8/11/2026 |
617
|
$28 B
|
| Edgestream Partners, L.P. |
2026 Q2
|
8/11/2026 |
936
|
$3.4 B
|
| Swan Global Investments, LLC |
2026 Q2
|
8/11/2026 |
104
|
$3.4 B
|
| COGENT STRATEGIC WEALTH LLC |
2026 Q2
|
8/11/2026 |
83
|
$100 M
|
| Compass Advisory Group LLC |
2026 Q2
|
8/11/2026 |
89
|
$420 M
|
| Wealthspire Advisors, LLC |
2026 Q2
|
8/11/2026 |
1,298
|
$18 B
|
| Greykasell Wealth Strategies, Inc. |
2026 Q2
|
8/11/2026 |
483
|
$280 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
2026 Q2
|
8/11/2026 |
72
|
$240 M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2026 Q2
|
8/11/2026 |
133
|
$760 M
|
| MEDICI CAPITAL LLC |
2026 Q2
|
8/11/2026 |
6
|
$51 M
|
| Schreiber John |
2026 Q2
|
8/11/2026 |
1
|
$0
|
| Cannon Capital Management, Inc. |
2026 Q2
|
8/11/2026 |
28
|
$120 M
|
| CIBC Capital Markets (Europe) S.A. |
2026 Q2
|
8/11/2026 |
10
|
$740 M
|
| Cadia Private Client LLC |
2026 Q2
|
8/11/2026 |
76
|
$140 M
|
| LifePlan Investment Advisors, Inc. |
2026 Q2
|
8/11/2026 |
131
|
$290 M
|
| WAYCROSS PARTNERS, LLC |
2026 Q2
|
8/11/2026 |
72
|
$1.2 B
|
| Millstone Evans Group, LLC |
2026 Q2
|
8/11/2026 |
877
|
$180 M
|
| VestGen Advisors, LLC |
2026 Q2
|
8/11/2026 |
1,093
|
$3.4 B
|
| John & Kathleen Schreiber Foundation |
2026 Q2
|
8/11/2026 |
4
|
$96 M
|
| NICOLET BANKSHARES INC |
2026 Q2
|
8/11/2026 |
916
|
$3.1 B
|
| Sand Hill Global Advisors, LLC |
2026 Q2
|
8/11/2026 |
214
|
$3.3 B
|
| Generations Wealth, LLC |
2026 Q2
|
8/11/2026 |
36
|
$110 M
|
| NEOS Investment Management LLC |
2026 Q2
|
8/11/2026 |
578
|
$27 B
|
| Godfrey Financial Associates, Inc. |
2026 Q2
|
8/11/2026 |
1,090
|
$130 M
|
| Arete Wealth Advisors, LLC |
2025 Q4 - RESTATEMENT
|
8/11/2026 |
361
|
$1.4 B
|
| Redwood Park Advisors LLC |
2026 Q2
|
8/11/2026 |
353
|
$150 M
|
| CLEAR INVESTMENT RESEARCH, LLC |
2026 Q2
|
8/11/2026 |
57
|
$64 M
|
| WESTBOURNE INVESTMENTS, INC. |
2026 Q2
|
8/11/2026 |
149
|
$250 M
|
| Arete Wealth Advisors, LLC |
2026 Q2
|
8/11/2026 |
511
|
$3.1 B
|
| Navera Investment Management Ltd. |
2026 Q2
|
8/11/2026 |
56
|
$3.7 B
|
| BINGHAM PRIVATE WEALTH, LLC |
2026 Q2
|
8/11/2026 |
178
|
$150 M
|
| Permit Capital, LLC |
2026 Q2
|
8/11/2026 |
20
|
$360 M
|
| Oder Investment Management, LLC |
2026 Q2
|
8/11/2026 |
113
|
$150 M
|
| Stokes Family Office, LLC |
2026 Q2
|
8/11/2026 |
272
|
$860 M
|
| PIN OAK INVESTMENT ADVISORS INC |
2026 Q2
|
8/11/2026 |
480
|
$140 M
|
| J. Mark Nickell & Co. |
2026 Q2
|
8/11/2026 |
30
|
$130 M
|
| TAGStone Capital, Inc. |
2026 Q2
|
8/11/2026 |
139
|
$310 M
|
| Cannell & Spears LLC |
2026 Q2
|
8/11/2026 |
445
|
$5.6 B
|
| Farmers National Bank |
2026 Q2
|
8/11/2026 |
245
|
$480 M
|
| BEARING POINT CAPITAL, LLC |
2026 Q2
|
8/11/2026 |
203
|
$740 M
|
| BlackDiamond Wealth Management, LLC |
2026 Q2
|
8/11/2026 |
226
|
$250 M
|
| Arrington Capital Management, LLC |
2026 Q2
|
8/11/2026 |
46
|
$160 M
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/11/2026 |
1,451
|
$10 B
|
| Vanguard Personalized Indexing Management, LLC |
2026 Q2
|
8/11/2026 |
2,242
|
$12 B
|
| Bridge City Capital, LLC |
2026 Q2
|
8/11/2026 |
114
|
$440 M
|
| Hershey Financial Advisers, LLC |
2026 Q2
|
8/11/2026 |
137
|
$140 M
|
| BlueStem Wealth Partners, LLC |
2026 Q2
|
8/11/2026 |
127
|
$1.0 B
|
| ADVENT CAPITAL MANAGEMENT /DE/ |
2026 Q2
|
8/11/2026 |
238
|
$4.5 B
|
| Copley Financial Group, Inc. |
2026 Q2
|
8/11/2026 |
141
|
$170 M
|
| Provident Investment Management, Inc. |
2026 Q2
|
8/11/2026 |
92
|
$1.0 B
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2026 Q2
|
8/11/2026 |
387
|
$810 M
|
| Chicago Wealth Management, Inc. |
2026 Q2
|
8/11/2026 |
63
|
$280 M
|
| WBI INVESTMENTS, LLC |
2026 Q2
|
8/11/2026 |
422
|
$400 M
|
| Exit Wealth Advisors, LLC. |
2026 Q2
|
8/11/2026 |
150
|
$220 M
|
| Cape Ann Asset Management Ltd |
2026 Q2
|
8/11/2026 |
12
|
$430 M
|
| Phoenix Financial Ltd. |
2026 Q2
|
8/11/2026 |
700
|
$15 B
|
| Roberts Foundation |
2026 Q2
|
8/11/2026 |
1
|
$35 M
|
| Dalton Investments, Inc. |
2026 Q2
|
8/11/2026 |
16
|
$110 M
|
| swisspartners Advisors Ltd |
2026 Q2
|
8/11/2026 |
23
|
$150 M
|
| Legacy Edge Advisors, LLC |
2026 Q2 - RESTATEMENT
|
8/11/2026 |
239
|
$1.1 B
|
| STALEY CAPITAL ADVISERS INC |
2026 Q2
|
8/11/2026 |
193
|
$2.6 B
|
| Alan B Lancz & Associates, Inc. |
2026 Q2
|
8/11/2026 |
138
|
$110 M
|
| MERCER GLOBAL ADVISORS INC /ADV |
2026 Q2
|
8/11/2026 |
6,168
|
$80 B
|
| DUMAC, INC. |
2026 Q2
|
8/11/2026 |
16
|
$1.1 B
|