| Westerkirk Capital Inc. |
2026 Q2
|
8/10/2026 |
212
|
$1.0 B
|
| Essex Financial Services, Inc. |
2026 Q2
|
8/10/2026 |
836
|
$2.0 B
|
| GENRE PARTNERS L P |
2026 Q2
|
8/10/2026 |
1
|
$0
|
| Empirical Asset Management, LLC |
2026 Q2
|
8/10/2026 |
448
|
$440 M
|
| Catalyst Investment Management LLC |
2026 Q2
|
8/10/2026 |
73
|
$110 M
|
| Palmer Knight Co |
2026 Q2
|
8/10/2026 |
36
|
$260 M
|
| Sound Financial Strategies Group, LLC |
2026 Q2
|
8/10/2026 |
121
|
$160 M
|
| Amplify Investments, LLC |
2026 Q2
|
8/10/2026 |
26
|
$7.2 M
|
| Chancellor Financial Group WB LP |
2026 Q2
|
8/10/2026 |
149
|
$160 M
|
| Fore Capital, LLC |
2026 Q2
|
8/10/2026 |
67
|
$340 M
|
| GREAT LAKES ADVISORS, LLC |
2026 Q2
|
8/10/2026 |
1,779
|
$13 B
|
| SOFI WEALTH, LLC |
2026 Q2
|
8/10/2026 |
52
|
$2.5 B
|
| Comprehensive Financial Planning, Inc./PA |
2026 Q2
|
8/10/2026 |
427
|
$190 M
|
| RICHARDSON FINANCIAL SERVICES INC. |
2026 Q2
|
8/10/2026 |
1,105
|
$180 M
|
| STONE POINT CAPITAL LLC |
2026 Q2
|
8/10/2026 |
1
|
$22 M
|
| Vitruvian Partners LLP |
2026 Q2
|
8/10/2026 |
8
|
$200 M
|
| BALANCED WEALTH GROUP LLC |
2026 Q2
|
8/10/2026 |
78
|
$320 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/10/2026 |
176
|
$340 M
|
| WealthCollab, LLC |
2026 Q2
|
8/10/2026 |
1,060
|
$280 M
|
| Balboa Wealth Partners |
2026 Q2
|
8/10/2026 |
476
|
$730 M
|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2026 Q2
|
8/10/2026 |
81
|
$440 M
|
| LANGLEY WEALTH MANAGEMENT, LLC |
2026 Q2 - RESTATEMENT
|
8/10/2026 |
130
|
$100 M
|
| Annis Gardner Whiting Capital Advisors, LLC |
2026 Q2
|
8/10/2026 |
349
|
$670 M
|
| DURANTE & WATERS, LLC |
2026 Q2
|
8/10/2026 |
31
|
$150 M
|
| Haven Global Partners, LLC |
2026 Q2
|
8/10/2026 |
8
|
$130 M
|
| LCNB CORP |
2026 Q2
|
8/10/2026 |
187
|
$330 M
|
| Ackerman Asset Management, LLC |
2026 Q2
|
8/10/2026 |
38
|
$170 M
|
| Rockbridge Asset Management LLC |
2026 Q2
|
8/10/2026 |
31
|
$160 M
|
| MONETTA FINANCIAL SERVICES INC |
2026 Q2
|
8/10/2026 |
59
|
$150 M
|
| Eagle Health Investments LP |
2026 Q2
|
8/10/2026 |
27
|
$600 M
|
| FLOSSBACH VON STORCH SE |
2026 Q2
|
8/10/2026 |
106
|
$22 B
|
| Patrick Mauro Investment Advisor, INC. |
2026 Q2
|
8/10/2026 |
38
|
$200 M
|
| GENERATION INVESTMENT MANAGEMENT LLP |
2026 Q2
|
8/10/2026 |
28
|
$10 B
|
| Essential Partners LLC |
2026 Q2
|
8/10/2026 |
2,853
|
$220 M
|
| BRUNI J V & CO /CO |
2026 Q2
|
8/10/2026 |
33
|
$1.1 B
|
| Dala Group, LLC |
2026 Q2
|
8/10/2026 |
68
|
$120 M
|
| Smith Partners Wealth Management, LLC |
2026 Q2
|
8/10/2026 |
73
|
$130 M
|
| Electrum Group LLC |
2026 Q2
|
8/10/2026 |
10
|
$3.4 B
|
| TPG Financial Advisors, LLC |
2026 Q2
|
8/10/2026 |
81
|
$330 M
|
| Freedom Investment Management, Inc. |
2026 Q2
|
8/10/2026 |
156
|
$360 M
|
| Kelsey Financial, LLC |
2026 Q2
|
8/10/2026 |
65
|
$130 M
|
| 49 WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/10/2026 |
189
|
$520 M
|
| EMORY UNIVERSITY |
2026 Q2
|
8/10/2026 |
6
|
$160 M
|
| Bank Julius Baer & Co. Ltd, Zurich |
2026 Q2
|
8/10/2026 |
661
|
$39 B
|
| Sanders Capital, LLC |
2026 Q2
|
8/10/2026 |
47
|
$100 B
|
| CALTON & ASSOCIATES, INC. |
2026 Q2
|
8/10/2026 |
419
|
$680 M
|
| Central Securities Corp |
2026 Q2
|
8/10/2026 |
29
|
$1.3 B
|
| E6 Portfolios, LLC |
2026 Q2
|
8/10/2026 |
97
|
$130 M
|
| Koss-Olinger Consulting, LLC |
2026 Q2
|
8/10/2026 |
172
|
$1.3 B
|
| REIK & CO., LLC |
2026 Q2
|
8/10/2026 |
79
|
$380 M
|
| Clutterbuck Capital Management LLC |
2026 Q2
|
8/10/2026 |
6
|
$180 M
|
| Brickwood Asset Management LLP |
2026 Q2
|
8/10/2026 |
10
|
$140 M
|
| NISA INVESTMENT ADVISORS, LLC |
2026 Q2
|
8/10/2026 |
3,211
|
$32 B
|
| ABSHER WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/10/2026 |
73
|
$880 M
|
| Triad Wealth Partners, LLC |
2026 Q2
|
8/10/2026 |
559
|
$1.7 B
|
| WPWealth LLP |
2026 Q2
|
8/10/2026 |
103
|
$670 M
|
| Arkadios Wealth Advisors |
2026 Q2
|
8/10/2026 |
3,515
|
$6.6 B
|
| AGF MANAGEMENT LTD |
2026 Q2
|
8/10/2026 |
1,036
|
$26 B
|
| PlanVest Financial, Inc |
2026 Q2
|
8/10/2026 |
597
|
$150 M
|
| Stelac Advisory Services LLC |
2026 Q2
|
8/10/2026 |
168
|
$540 M
|
| Whitegate Investment Counselors, Inc. |
2026 Q2
|
8/10/2026 |
76
|
$350 M
|
| PATRICK M SWEENEY & ASSOCIATES, INC |
2026 Q2
|
8/10/2026 |
172
|
$170 M
|
| LAKE STREET PRIVATE WEALTH, LLC |
2026 Q2
|
8/10/2026 |
275
|
$870 M
|
| Summer Road LLC |
2026 Q2
|
8/10/2026 |
21
|
$160 M
|
| tru Independence LLC |
2026 Q2
|
8/10/2026 |
108
|
$230 M
|
| Varenne Capital Partners |
2026 Q2
|
8/10/2026 |
30
|
$600 M
|
| Marin Bay Wealth Advisors, LLC |
2026 Q2 - RESTATEMENT
|
8/10/2026 |
129
|
$190 M
|
| REGIONS FINANCIAL CORP |
2026 Q2
|
8/10/2026 |
1,041
|
$17 B
|
| 1776 Wealth LLC |
2026 Q2
|
8/10/2026 |
152
|
$280 M
|
| Arax Advisory Partners |
2026 Q2
|
8/10/2026 |
5,207
|
$15 B
|
| Precision Wealth Strategies, LLC |
2026 Q2
|
8/10/2026 |
170
|
$330 M
|
| Metis Global Partners, LLC |
2026 Q2
|
8/10/2026 |
714
|
$4.4 B
|
| MRP Capital Investments, LLC |
2026 Q2
|
8/10/2026 |
263
|
$140 M
|
| Disciplina Capital Management LLC |
2026 Q2
|
8/10/2026 |
69
|
$970 M
|
| Skandinaviska Enskilda Banken AB (publ) |
2026 Q2
|
8/10/2026 |
174
|
$2.7 B
|
| Ellevest, Inc. |
2026 Q2
|
8/10/2026 |
469
|
$850 M
|
| General Pension Society PZU Joint Stock Co |
2026 Q2 - RESTATEMENT
|
8/10/2026 |
16
|
$670 M
|
| Gemsstock Ltd. |
2026 Q2
|
8/10/2026 |
14
|
$340 M
|
| Kedalion Capital Management LLP |
2026 Q2
|
8/10/2026 |
3
|
$4.2 B
|
| PHILADELPHIA TRUST CO |
2026 Q2
|
8/10/2026 |
269
|
$1.6 B
|
| Fiduciary Group, LLC |
2026 Q2
|
8/10/2026 |
305
|
$1.3 B
|
| Drake & Associates, LLC |
2026 Q2
|
8/10/2026 |
108
|
$590 M
|
| General Pension Society PZU Joint Stock Co |
2026 Q2
|
8/10/2026 |
16
|
$670 M
|
| Wagner Wealth Management, Corp |
2026 Q2
|
8/10/2026 |
101
|
$120 M
|
| Vulcan Value Partners, LLC |
2026 Q2
|
8/10/2026 |
36
|
$3.3 B
|
| DUTCH ASSET Corp |
2026 Q2
|
8/10/2026 |
115
|
$200 M
|
| PITCAIRN CO |
2026 Q2
|
8/10/2026 |
1
|
$0
|
| Telemark Asset Management, LLC |
2026 Q2
|
8/10/2026 |
57
|
$1.4 B
|
| Presima Securities ULC |
2026 Q2
|
8/10/2026 |
1
|
$0
|
| ARMOR ADVISORS, L.L.C. |
2026 Q2
|
8/10/2026 |
16
|
$140 M
|
| Hoya Capital Real Estate, LLC |
2026 Q2
|
8/10/2026 |
9
|
$6.8 M
|
| MIDDLETON & CO INC/MA |
2026 Q2
|
8/10/2026 |
170
|
$940 M
|
| BI Asset Management Fondsmaeglerselskab A/S |
2026 Q2
|
8/10/2026 |
706
|
$13 B
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2026 Q2
|
8/10/2026 |
33
|
$4.1 B
|
| Monolith Management Ltd |
2026 Q2
|
8/10/2026 |
19
|
$220 M
|
| Bastion Asset Management Inc. |
2026 Q2
|
8/10/2026 |
54
|
$290 M
|
| AXS Investments LLC |
2026 Q2
|
8/10/2026 |
193
|
$350 M
|
| Cassaday & Co Wealth Management LLC |
2026 Q2
|
8/10/2026 |
1,319
|
$5.3 B
|
| LBMC INVESTMENT ADVISORS, LLC |
2026 Q2
|
8/10/2026 |
245
|
$1.8 B
|
| LGT Group Foundation |
2026 Q2
|
8/10/2026 |
1,086
|
$8.8 B
|