| ROBOTTI ROBERT |
2026 Q2
|
8/10/2026 |
80
|
$620 M
|
| Lisanti Capital Growth, LLC |
2026 Q2
|
8/10/2026 |
109
|
$450 M
|
| Csenge Advisory Group |
2026 Q2
|
8/10/2026 |
764
|
$2.5 B
|
| Tieton Capital Management, LLC |
2026 Q2
|
8/10/2026 |
37
|
$350 M
|
| Shepherd Financial Partners LLC |
2026 Q2
|
8/10/2026 |
256
|
$1.2 B
|
| AssuredPartners Investment Advisors, LLC |
2026 Q2
|
8/10/2026 |
416
|
$1.0 B
|
| Bradley & Co. Private Wealth Management, LLC |
2026 Q2
|
8/10/2026 |
272
|
$210 M
|
| PLANNING DIRECTIONS INC |
2026 Q2
|
8/10/2026 |
110
|
$220 M
|
| OV Management LLC |
2026 Q2
|
8/10/2026 |
31
|
$54 M
|
| MYECFO, LLC |
2026 Q2
|
8/10/2026 |
73
|
$260 M
|
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) |
2026 Q2
|
8/10/2026 |
1
|
$58 M
|
| Johnson Financial Group, Inc. |
2026 Q2
|
8/10/2026 |
1,178
|
$3.0 B
|
| Crescent Grove Advisors, LLC |
2026 Q2
|
8/10/2026 |
300
|
$1.2 B
|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2026 Q2
|
8/10/2026 |
557
|
$7.6 B
|
| Kelman-Lazarov, Inc. |
2026 Q2
|
8/10/2026 |
154
|
$760 M
|
| CONSILIO WEALTH ADVISORS, LLC |
2026 Q2
|
8/10/2026 |
110
|
$420 M
|
| Turim 21 Investimentos Ltda. |
2026 Q2
|
8/10/2026 |
122
|
$610 M
|
| DCF Advisers, LLC |
2026 Q2
|
8/10/2026 |
93
|
$570 M
|
| one8zero8, LLC |
2026 Q2
|
8/10/2026 |
266
|
$500 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2026 Q2
|
8/10/2026 |
69
|
$360 M
|
| Addison Advisors LLC |
2026 Q2
|
8/10/2026 |
856
|
$210 M
|
| DeLarme Wealth Management, Inc. |
2026 Q2
|
8/10/2026 |
68
|
$170 M
|
| MMBG INVESTMENT ADVISORS CO. |
2026 Q2
|
8/10/2026 |
177
|
$1.3 B
|
| AMJ Financial Wealth Management |
2026 Q2
|
8/10/2026 |
86
|
$420 M
|
| West Family Investments, Inc. |
2026 Q2
|
8/10/2026 |
468
|
$350 M
|
| BANTAMAC CAPITAL, LLC |
2026 Q2
|
8/10/2026 |
76
|
$200 M
|
| SSI INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/10/2026 |
542
|
$1.7 B
|
| Tacita Capital Inc |
2026 Q2
|
8/10/2026 |
214
|
$180 M
|
| Portfolio Strategies, Inc. |
2026 Q2
|
8/10/2026 |
81
|
$1.0 B
|
| Knuff & Co LLC |
2026 Q2
|
8/10/2026 |
142
|
$390 M
|
| DENALI ADVISORS LLC |
2026 Q2
|
8/10/2026 |
318
|
$990 M
|
| NewEdge Wealth, LLC |
2026 Q2
|
8/10/2026 |
1,241
|
$10 B
|
| Anthracite Investment Company, Inc. |
2026 Q2
|
8/10/2026 |
1
|
$0
|
| FIRST AMERICAN TRUST, FSB |
2026 Q2
|
8/10/2026 |
491
|
$1.7 B
|
| Thomas J. Herzfeld Advisors, Inc. |
2026 Q2
|
8/10/2026 |
129
|
$330 M
|
| BOKF, NA |
2026 Q2
|
8/10/2026 |
1,505
|
$7.3 B
|
| NatWest Group plc |
2026 Q2
|
8/10/2026 |
87
|
$560 M
|
| First American Financial Corp |
2026 Q2
|
8/10/2026 |
3
|
$390 M
|
| NEW SOUTH CAPITAL MANAGEMENT INC |
2026 Q2
|
8/10/2026 |
72
|
$2.3 B
|
| Prepared Retirement Institute LLC |
2026 Q2
|
8/10/2026 |
94
|
$230 M
|
| First Nebraska Trust Co |
2008 Q3
|
8/10/2026 |
76
|
$200 M
|
| Tanglewood Legacy Advisors, LLC |
2026 Q2
|
8/10/2026 |
280
|
$310 M
|
| RLH Capital LLC |
2026 Q2
|
8/10/2026 |
130
|
$210 M
|
| RiverGlades Family Offices LLC |
2026 Q2
|
8/10/2026 |
108
|
$220 M
|
| Hurley Capital, LLC |
2026 Q2
|
8/10/2026 |
678
|
$190 M
|
| Menlo Ventures Management, L.P. |
2026 Q2
|
8/10/2026 |
3
|
$360 M
|
| HERSHEY TRUST CO |
2026 Q2
|
8/10/2026 |
2
|
$9.8 B
|
| DELTA ASSET MANAGEMENT LLC/TN |
2026 Q2
|
8/10/2026 |
599
|
$1.2 B
|
| TVL MANAGEMENT CORP |
2026 Q2
|
8/10/2026 |
1
|
$0
|
| INVESTMENT COUNSEL CO OF NEVADA |
2026 Q2
|
8/10/2026 |
167
|
$54 M
|
| Robinson Value Management, Ltd. |
2026 Q2
|
8/10/2026 |
75
|
$190 M
|
| KING LUTHER CAPITAL MANAGEMENT CORP |
2026 Q2
|
8/10/2026 |
614
|
$24 B
|
| Partners in Financial Planning |
2026 Q2
|
8/10/2026 |
131
|
$660 M
|
| Hills Bank & Trust Co |
2026 Q2
|
8/10/2026 |
559
|
$2.3 B
|
| INTECH INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/10/2026 |
2,664
|
$11 B
|
| ADVISORTRUST PARTNERS, LLC |
2026 Q2
|
8/10/2026 |
199
|
$290 M
|
| Bull Oak Capital, LLC |
2026 Q2
|
8/10/2026 |
40
|
$300 M
|
| Municipal Employees' Retirement System of Michigan |
2026 Q2
|
8/10/2026 |
32
|
$9.1 B
|
| Schiavi & Co LLC |
2026 Q2
|
8/10/2026 |
61
|
$380 M
|
| First Nebraska Trust Co |
2008 Q4
|
8/10/2026 |
68
|
$150 M
|
| Legacy Edge Advisors, LLC |
2026 Q2
|
8/10/2026 |
198
|
$750 M
|
| NWK Group, Inc. |
2026 Q2
|
8/10/2026 |
71
|
$320 M
|
| Quartz Partners, LLC |
2026 Q2
|
8/10/2026 |
191
|
$310 M
|
| Frazier Financial Advisors, LLC |
2026 Q2
|
8/10/2026 |
620
|
$200 M
|
| Live Oak Investment Partners |
2026 Q2
|
8/10/2026 |
93
|
$190 M
|
| MidAtlantic Capital Management, Inc. |
2026 Q2
|
8/10/2026 |
86
|
$160 M
|
| Strategic Equity Management |
2026 Q2
|
8/10/2026 |
65
|
$300 M
|
| Bell & Brown Wealth Advisors, LLC |
2026 Q2
|
8/10/2026 |
73
|
$330 M
|
| Alpha Family Trust |
2026 Q2
|
8/10/2026 |
200
|
$250 M
|
| Aurora Investment Counsel |
2026 Q2
|
8/10/2026 |
113
|
$190 M
|
| STRATEGIC ADVISORY PARTNERS, LLC |
2026 Q2
|
8/10/2026 |
43
|
$140 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/10/2026 |
144
|
$380 M
|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
2026 Q2
|
8/10/2026 |
44
|
$78 M
|
| TOEWS CORP /ADV |
2026 Q2
|
8/10/2026 |
151
|
$690 M
|
| Western Standard LLC |
2026 Q2
|
8/10/2026 |
27
|
$300 M
|
| EDMOND DE ROTHSCHILD HOLDING S.A. |
2026 Q2
|
8/10/2026 |
1,099
|
$7.6 B
|
| Pinegrove Venture Partners, LLC |
2026 Q2
|
8/10/2026 |
6
|
$7.4 M
|
| Wellington Shields & Co., LLC |
2026 Q2
|
8/10/2026 |
329
|
$450 M
|
| RETIREMITTEN FINANCIAL LLC |
2026 Q2
|
8/10/2026 |
47
|
$240 M
|
| Geneva Partners, LLC |
2026 Q2
|
8/10/2026 |
75
|
$380 M
|
| Abacus FCF Advisors LLC |
2026 Q2
|
8/10/2026 |
58
|
$540 M
|
| Wellington Shields Capital Management, LLC |
2026 Q2
|
8/10/2026 |
335
|
$790 M
|
| EVOKE WEALTH, LLC |
2026 Q2
|
8/10/2026 |
4
|
$1.6 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q4
|
8/10/2026 |
80
|
$170 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q3
|
8/10/2026 |
77
|
$150 M
|
| Portland Financial Advisors Inc |
2026 Q2
|
8/10/2026 |
89
|
$55 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q2
|
8/10/2026 |
78
|
$140 M
|
| Strathmore Capital Advisors, Inc. |
2026 Q2
|
8/10/2026 |
142
|
$370 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q1
|
8/10/2026 |
79
|
$150 M
|
| Trivest Advisors Ltd |
2026 Q2
|
8/10/2026 |
15
|
$3.2 B
|
| United Bank |
2026 Q2
|
8/10/2026 |
122
|
$330 M
|
| UPTICK PARTNERS, LLC |
2026 Q2
|
8/10/2026 |
384
|
$640 M
|
| Madison Asset Management, LLC |
2026 Q2
|
8/10/2026 |
347
|
$8.4 B
|
| Trustees of the University of Pennsylvania |
2026 Q2
|
8/10/2026 |
5
|
$100 M
|
| CM WEALTH ADVISORS LLC |
2026 Q2
|
8/10/2026 |
194
|
$550 M
|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
2026 Q2
|
8/10/2026 |
2,136
|
$60 B
|
| Parsonex Advisory Services, Inc. |
2026 Q2
|
8/10/2026 |
50
|
$110 M
|
| Goepper Burkhardt LLC |
2026 Q2
|
8/10/2026 |
99
|
$330 M
|
| MEDIATEL PARTNERS |
2026 Q2
|
8/10/2026 |
2
|
$25 M
|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
2026 Q2
|
8/10/2026 |
751
|
$29 B
|