| Integrated Advisors Network LLC |
2026 Q2
|
8/11/2026 |
679
|
$2.2 B
|
| St. James Investment Company, LLC |
2026 Q2
|
8/11/2026 |
24
|
$630 M
|
| Fairfield Financial Advisors, LTD |
2026 Q2
|
8/11/2026 |
66
|
$250 M
|
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2026 Q2
|
8/11/2026 |
85
|
$5.1 B
|
| TrinityBridge Ltd |
2026 Q2
|
8/11/2026 |
269
|
$3.8 B
|
| Bernicke Wealth Management, Ltd. |
2026 Q2
|
8/11/2026 |
111
|
$860 M
|
| VIRTUS ADVISERS, LLC |
2026 Q2
|
8/11/2026 |
684
|
$260 M
|
| AlpenGlobal Capital LLC |
2026 Q2
|
8/11/2026 |
35
|
$160 M
|
| NFJ INVESTMENT GROUP, LLC |
2026 Q2
|
8/11/2026 |
359
|
$3.0 B
|
| Silvant Capital Management LLC |
2026 Q2
|
8/11/2026 |
521
|
$3.4 B
|
| Impax Asset Management Group plc |
2026 Q2
|
8/11/2026 |
284
|
$15 B
|
| LaSalle St. Investment Advisors, LLC |
2026 Q2
|
8/11/2026 |
429
|
$820 M
|
| Bernicke Wealth Management, Ltd. |
2026 Q1
|
8/11/2026 |
103
|
$770 M
|
| Ceredex Value Advisors LLC |
2026 Q2
|
8/11/2026 |
387
|
$3.6 B
|
| THOMPSON SIEGEL & WALMSLEY LLC |
2026 Q2
|
8/11/2026 |
435
|
$5.6 B
|
| CacheTech Inc. |
2026 Q2
|
8/11/2026 |
169
|
$620 M
|
| SHP Wealth Management |
2026 Q2
|
8/11/2026 |
1,981
|
$1.5 B
|
| Highview Capital Management LLC/DE/ |
2026 Q2
|
8/11/2026 |
118
|
$350 M
|
| Kopernik Global Investors, LLC |
2026 Q2
|
8/11/2026 |
30
|
$1.6 B
|
| Eley Financial Management, Inc |
2026 Q2
|
8/11/2026 |
72
|
$310 M
|
| STEVENS CAPITAL MANAGEMENT LP |
2026 Q2
|
8/11/2026 |
213
|
$420 M
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
2026 Q2
|
8/11/2026 |
324
|
$1.7 B
|
| SCOTIA CAPITAL INC. |
2026 Q2
|
8/11/2026 |
915
|
$27 B
|
| INSIGHT 2811, INC. |
2026 Q2
|
8/11/2026 |
122
|
$260 M
|
| BANK OF NOVA SCOTIA TRUST CO |
2026 Q2
|
8/11/2026 |
302
|
$1.2 B
|
| Bernicke Wealth Management, Ltd. |
2025 Q4
|
8/11/2026 |
100
|
$780 M
|
| Eagle Point Credit Management LLC |
2026 Q2
|
8/11/2026 |
13
|
$66 M
|
| Ridge Creek Global, Inc |
2026 Q2
|
8/11/2026 |
94
|
$130 M
|
| Virtus Investment Advisers, LLC |
2026 Q2
|
8/11/2026 |
463
|
$430 M
|
| CenterBook Partners LP |
2026 Q2
|
8/11/2026 |
693
|
$2.0 B
|
| BOSTON RESEARCH & MANAGEMENT INC |
2026 Q2
|
8/11/2026 |
121
|
$450 M
|
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd |
2026 Q2
|
8/11/2026 |
12
|
$150 M
|
| Stockman Wealth Management, Inc. |
2026 Q2
|
8/11/2026 |
178
|
$970 M
|
| Helium Advisors LLC |
2026 Q2
|
8/11/2026 |
107
|
$120 M
|
| Mathes Company, Inc. |
2026 Q2
|
8/11/2026 |
129
|
$320 M
|
| VIAWEALTH, LLC |
2026 Q2
|
8/11/2026 |
167
|
$200 M
|
| TRITONPOINT WEALTH, LLC |
2026 Q2
|
8/11/2026 |
281
|
$1.0 B
|
| Sound View Wealth Advisors Group, LLC |
2026 Q2
|
8/11/2026 |
440
|
$1.6 B
|
| PeakShares LLC |
2026 Q2
|
8/11/2026 |
122
|
$130 B
|
| Bluespring Wealth Management, LLC |
2026 Q2
|
8/11/2026 |
549
|
$5.2 B
|
| Colonial Trust Co / SC |
2026 Q2
|
8/11/2026 |
1,135
|
$790 M
|
| SCHOLTZ & COMPANY, LLC |
2026 Q2
|
8/11/2026 |
48
|
$200 M
|
| KALEIDOSCOPE CAPITAL LP |
2026 Q2
|
8/11/2026 |
16
|
$270 M
|
| Eddie Patel Inc |
2026 Q2
|
8/11/2026 |
127
|
$170 M
|
| CENTRAL BANK OF BRAZIL |
2026 Q2
|
8/11/2026 |
8
|
$0
|
| Colonial Trust Advisors |
2026 Q2
|
8/11/2026 |
807
|
$1.4 B
|
| Buckley Capital Advisors, LLC |
2026 Q2
|
8/11/2026 |
16
|
$160 M
|
| EXCHANGE TRADED CONCEPTS, LLC |
2026 Q2 - RESTATEMENT
|
8/11/2026 |
2,766
|
$22 B
|
| Horizon Family Wealth, Inc. |
2026 Q2
|
8/11/2026 |
134
|
$220 M
|
| Davis Selected Advisers |
2026 Q2
|
8/11/2026 |
112
|
$23 B
|
| FCA CORP /TX |
2026 Q2
|
8/11/2026 |
212
|
$410 M
|
| Atlantic Private Wealth, LLC |
2026 Q2
|
8/11/2026 |
301
|
$160 M
|
| Arsenal Capital Advisors LLC |
2026 Q2
|
8/11/2026 |
108
|
$170 M
|
| 360 Financial, Inc. |
2026 Q2
|
8/11/2026 |
85
|
$390 M
|
| PharVision Advisers, LLC |
2026 Q2
|
8/11/2026 |
62
|
$5.3 M
|
| Richmond Brothers, Inc. |
2026 Q2
|
8/11/2026 |
134
|
$190 M
|
| Montaka Global Pty Ltd |
2026 Q2
|
8/11/2026 |
20
|
$180 M
|
| MFF Capital Investments Ltd |
2026 Q2
|
8/11/2026 |
19
|
$1.6 B
|
| Valpey Financial Services, LLC |
2026 Q2
|
8/11/2026 |
76
|
$170 M
|
| Advisory Alpha, LLC |
2026 Q2
|
8/11/2026 |
571
|
$4.1 B
|
| Sicart Associates LLC |
2026 Q2
|
8/11/2026 |
74
|
$410 M
|
| Garden State Investment Advisory Services LLC |
2026 Q2
|
8/11/2026 |
365
|
$550 M
|
| Retirement Solution LLC |
2026 Q2
|
8/11/2026 |
75
|
$510 M
|
| Khan Imran |
2026 Q2
|
8/11/2026 |
2
|
$2.9 M
|
| FreeGulliver LLC |
2026 Q2
|
8/11/2026 |
123
|
$280 M
|
| Milestone Resources Group Ltd |
2026 Q2
|
8/11/2026 |
8
|
$1.6 B
|
| Carson Advisory Inc. |
2026 Q2
|
8/11/2026 |
204
|
$220 M
|
| BLAIR WILLIAM & CO/IL |
2026 Q2
|
8/11/2026 |
2,054
|
$38 B
|
| Price Capital Management, Inc. |
2026 Q2
|
8/11/2026 |
1
|
$610 k
|
| MONECO ADVISORS, LLC |
2026 Q2
|
8/11/2026 |
598
|
$1.6 B
|
| Glenview Trust Co |
2026 Q2
|
8/11/2026 |
791
|
$6.4 B
|
| B&I Capital AG |
2026 Q2
|
8/11/2026 |
28
|
$45 M
|
| Proem Advisors LLC |
2026 Q2
|
8/11/2026 |
56
|
$1.9 B
|
| SWISS RE LTD |
2026 Q2
|
8/11/2026 |
238
|
$1.1 B
|
| Rothschild Wealth LLC |
2026 Q2
|
8/11/2026 |
656
|
$1.3 B
|
| Clarkston Capital Partners, LLC |
2026 Q2
|
8/11/2026 |
96
|
$1.2 B
|
| Nuveen, LLC |
2026 Q2
|
8/11/2026 |
10,263
|
$420 B
|
| TOWLE & CO |
2026 Q2
|
8/11/2026 |
59
|
$300 M
|
| Warberg Asset Management LLC |
2026 Q2
|
8/11/2026 |
170
|
$550 M
|
| Cunning Capital Partners, LP |
2026 Q2
|
8/11/2026 |
55
|
$250 M
|
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje |
2026 Q2
|
8/11/2026 |
12
|
$520 M
|
| Carolina Wealth Management Inc |
2026 Q2
|
8/11/2026 |
114
|
$220 M
|
| ITHAKA GROUP LLC |
2026 Q2
|
8/11/2026 |
40
|
$550 M
|
| Cornerstone Financial Group, LLC /NE/ |
2026 Q2
|
8/11/2026 |
75
|
$160 M
|
| Select Asset Management & Trust |
2026 Q2
|
8/11/2026 |
96
|
$350 M
|
| Core Wealth Advisors, Inc. |
2026 Q2
|
8/11/2026 |
126
|
$500 M
|
| First Financial Bankshares Inc |
2026 Q2
|
8/11/2026 |
210
|
$5.3 B
|
| SKBA CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/11/2026 |
79
|
$610 M
|
| Swiss National Bank |
2026 Q2
|
8/11/2026 |
2,301
|
$190 B
|
| Novak & Powell Financial Services, Inc. |
2026 Q2
|
8/11/2026 |
171
|
$210 M
|
| Tradition Wealth Management, LLC |
2026 Q2
|
8/11/2026 |
572
|
$1.6 B
|
| Councilmark Asset Management, LLC |
2026 Q2
|
8/11/2026 |
84
|
$190 M
|
| First Bancorp, Inc /ME/ |
2026 Q2
|
8/11/2026 |
685
|
$250 M
|
| TRIGLAV INVESTMENTS, D.O.O. |
2026 Q2
|
8/11/2026 |
184
|
$1.9 B
|
| Alfreton Capital LLP |
2026 Q2
|
8/11/2026 |
6
|
$400 M
|
| XY Capital Ltd |
2026 Q2
|
8/11/2026 |
72
|
$100 M
|
| OVERSEA-CHINESE BANKING Corp Ltd |
2026 Q2
|
8/11/2026 |
705
|
$4.7 B
|
| ALGEBRIS (UK) LTD |
2026 Q2
|
8/11/2026 |
73
|
$1.5 B
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2024 Q1
|
8/10/2026 |
129
|
$94 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2023 Q4
|
8/10/2026 |
118
|
$87 M
|