| Red Wave Investments LLC |
2026 Q1
|
5/8/2026 |
113
|
$330 M
|
| Emeth Value Capital, LLC |
2026 Q1
|
5/8/2026 |
4
|
$66 M
|
| Jackson, Grant Investment Advisers, Inc. |
2026 Q1
|
5/8/2026 |
398
|
$300 M
|
| MARVIN & PALMER ASSOCIATES INC |
2026 Q1
|
5/8/2026 |
21
|
$84 M
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
80
|
$300 M
|
| Prudent Man Advisors, LLC |
2026 Q1
|
5/8/2026 |
135
|
$330 M
|
| BOKF, NA |
2026 Q1
|
5/8/2026 |
1,421
|
$6.5 B
|
| QUANTIFY CHAOS ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
45
|
$32 M
|
| Homestead Advisers Corp |
2026 Q1
|
5/8/2026 |
111
|
$3.7 B
|
| Simcoe Capital LLC |
2026 Q1
|
5/8/2026 |
31
|
$110 M
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2026 Q1
|
5/8/2026 |
96
|
$190 M
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
2026 Q1
|
5/8/2026 |
1
|
$0
|
| Cetera Trust Company, N.A |
2026 Q1
|
5/8/2026 |
351
|
$180 M
|
| Altiora Financial Group, LLC |
2026 Q1
|
5/8/2026 |
112
|
$610 M
|
| Central Securities Corp |
2026 Q1
|
5/8/2026 |
30
|
$1.2 B
|
| Enhancing Capital LLC |
2026 Q1
|
5/8/2026 |
86
|
$130 M
|
| TFO Wealth Partners, LLC |
2026 Q1
|
5/8/2026 |
72
|
$740 M
|
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2026 Q1
|
5/8/2026 |
127
|
$560 M
|
| Westview Management dba Westview Investment Advisors |
2026 Q1
|
5/8/2026 |
70
|
$190 M
|
| Stonebridge Financial Planning Group, LLC |
2026 Q1
|
5/8/2026 |
171
|
$270 M
|
| PRIVATE MANAGEMENT GROUP INC |
2026 Q1
|
5/8/2026 |
310
|
$3.5 B
|
| GRAND WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
87
|
$210 M
|
| SEARLE & CO. |
2026 Q1
|
5/8/2026 |
194
|
$400 M
|
| LOGAN CAPITAL MANAGEMENT INC |
2026 Q1
|
5/8/2026 |
426
|
$2.3 B
|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2026 Q1
|
5/8/2026 |
122
|
$2.1 B
|
| Vontobel Holding Ltd. |
2026 Q1
|
5/8/2026 |
3,011
|
$29 B
|
| B. Metzler seel. Sohn & Co. AG |
2026 Q1
|
5/8/2026 |
1,137
|
$11 B
|
| Matisse Capital |
2026 Q1
|
5/8/2026 |
190
|
$230 M
|
| MOSAIC FINANCIAL GROUP, LLC |
2026 Q1
|
5/8/2026 |
126
|
$140 M
|
| GSA CAPITAL PARTNERS LLP |
2026 Q1
|
5/8/2026 |
1,664
|
$1.6 B
|
| Sound Financial Strategies Group, LLC |
2026 Q1
|
5/8/2026 |
111
|
$150 M
|
| JABODON PT CO |
2026 Q1
|
5/8/2026 |
8
|
$860 M
|
| Banco de Sabadell, S.A |
2026 Q1
|
5/8/2026 |
62
|
$150 M
|
| Joseph Group Capital Management |
2026 Q1
|
5/8/2026 |
379
|
$400 M
|
| Equity Wealth Partners, LLC |
2026 Q1
|
5/8/2026 |
76
|
$150 M
|
| PRINCETON CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
139
|
$370 M
|
| AMJ Financial Wealth Management |
2026 Q1
|
5/8/2026 |
86
|
$420 M
|
| NIA IMPACT ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
89
|
$220 M
|
| Dodds Wealth, LLC |
2026 Q1
|
5/8/2026 |
51
|
$410 M
|
| AIHC Capital Management Ltd |
2026 Q1
|
5/8/2026 |
5
|
$120 M
|
| Valley Brook Capital Group, Inc. |
2026 Q1
|
5/8/2026 |
112
|
$150 M
|
| Leisure Capital Management |
2026 Q1
|
5/8/2026 |
154
|
$290 M
|
| Palatine Hill Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
48
|
$110 M
|
| MARSHALL INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
274
|
$210 M
|
| Minot DeBlois Advisors LLC |
2026 Q1
|
5/8/2026 |
226
|
$110 M
|
| Maia Wealth LLC |
2026 Q1
|
5/8/2026 |
350
|
$590 M
|
| Steward Partners Investment Advisory, LLC |
2026 Q1
|
5/8/2026 |
4,416
|
$20 B
|
| Fund Evaluation Group, LLC |
2026 Q1
|
5/8/2026 |
73
|
$3.3 B
|
| INTACT INVESTMENT MANAGEMENT INC. |
2026 Q1
|
5/8/2026 |
269
|
$3.5 B
|
| KAHN BROTHERS GROUP INC |
2026 Q1
|
5/8/2026 |
48
|
$560 M
|
| Evolution Wealth Advisors, LLC |
2026 Q1
|
5/8/2026 |
176
|
$980 M
|
| Price Financial Group Wealth Management, Inc |
2026 Q1
|
5/8/2026 |
28
|
$6.1 M
|
| LaSalle St. Investment Advisors, LLC |
2026 Q1
|
5/8/2026 |
411
|
$710 M
|
| Tieton Capital Management, LLC |
2026 Q1
|
5/8/2026 |
35
|
$300 M
|
| 1776 Wealth LLC |
2026 Q1
|
5/8/2026 |
146
|
$250 M
|
| Fire Capital Management LLC |
2026 Q1
|
5/8/2026 |
108
|
$210 M
|
| Creekmur Asset Management LLC |
2026 Q1
|
5/8/2026 |
5
|
$1.3 M
|
| Highview Capital Management LLC/DE/ |
2026 Q1
|
5/8/2026 |
101
|
$280 M
|
| MIDDLETON & CO INC/MA |
2026 Q1
|
5/8/2026 |
164
|
$880 M
|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2026 Q1
|
5/8/2026 |
1,550
|
$1.6 B
|
| SYM FINANCIAL Corp |
2026 Q1
|
5/8/2026 |
415
|
$1.0 B
|
| Cypress Capital Management LLC (WY) |
2026 Q1
|
5/8/2026 |
205
|
$110 M
|
| Helikon Investments Ltd |
2026 Q1
|
5/8/2026 |
17
|
$2.6 B
|
| AMALGAMATED BANK |
2026 Q1
|
5/8/2026 |
1,618
|
$13 B
|
| Pinnacle Holdings, LLC |
2026 Q1
|
5/8/2026 |
233
|
$310 M
|
| Clayton, Dubilier & Rice, LLC |
2026 Q1
|
5/8/2026 |
2
|
$540 M
|
| Rothschild & Co Wealth Management UK Ltd |
2026 Q1
|
5/8/2026 |
25
|
$6.5 B
|
| Marble Harbor Investment Counsel, LLC |
2026 Q1
|
5/8/2026 |
192
|
$920 M
|
| BAILLIE GIFFORD & CO |
2026 Q1
|
5/8/2026 |
906
|
$98 B
|
| VELA Investment Management, LLC |
2026 Q1
|
5/8/2026 |
174
|
$440 M
|
| WATERFALL ASSET MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
20
|
$180 M
|
| Smithfield Trust Co |
2026 Q1
|
5/8/2026 |
1,329
|
$2.3 B
|
| Fortis Group Advisors, LLC |
2026 Q1
|
5/8/2026 |
664
|
$600 M
|
| Comprehensive Financial Consultants Institutional, Inc. |
2026 Q1
|
5/8/2026 |
193
|
$340 M
|
| ACT CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
56
|
$130 M
|
| CM Management, LLC |
2026 Q1
|
5/8/2026 |
71
|
$120 M
|
| Campbell Deegan Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
53
|
$120 M
|
| Jackson Hole Capital Partners, LLC |
2026 Q1
|
5/8/2026 |
313
|
$610 M
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2026 Q1
|
5/8/2026 |
173
|
$480 M
|
| Valeo Financial Advisors, LLC |
2026 Q1
|
5/8/2026 |
794
|
$4.2 B
|
| Truepoint, Inc. |
2026 Q1
|
5/8/2026 |
149
|
$4.5 B
|
| Zinnia Wealth Advisory, LLC |
2026 Q1
|
5/8/2026 |
96
|
$89 M
|
| Peachtree Investment Partners, LLC |
2026 Q1
|
5/8/2026 |
129
|
$260 M
|
| BCI SECURITIES, INC. |
2026 Q1
|
5/8/2026 |
16
|
$10 M
|
| Orange County Employees Retirement System |
2026 Q1
|
5/8/2026 |
2
|
$240 M
|
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
141
|
$270 M
|
| Gen-Wealth Partners Inc |
2026 Q1
|
5/8/2026 |
728
|
$320 M
|
| DBA TRADING, LLC |
2026 Q1
|
5/8/2026 |
39
|
$200 M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
99
|
$140 M
|
| Suncoast Equity Management |
2026 Q1
|
5/8/2026 |
101
|
$830 M
|
| SUMMIT PARTNERS L P |
2026 Q1
|
5/8/2026 |
7
|
$670 M
|
| Greenwoods Asset Management Hong Kong Ltd. |
2026 Q1
|
5/8/2026 |
35
|
$3.9 B
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
148
|
$270 M
|
| Eurizon Capital SGR S.p.A. |
2026 Q1
|
5/8/2026 |
1,193
|
$32 B
|
| Camelot Portfolios, LLC |
2026 Q1
|
5/8/2026 |
206
|
$140 M
|
| SHP Wealth Management |
2026 Q1
|
5/8/2026 |
1,826
|
$1.3 B
|
| KELLEHER FINANCIAL ADVISORS |
2026 Q1
|
5/8/2026 |
845
|
$400 M
|
| STAR Financial Bank |
2026 Q1
|
5/8/2026 |
113
|
$210 M
|
| Capital Developers, LLC |
2026 Q1
|
5/8/2026 |
52
|
$110 M
|
| Bluebird Wealth Management LLC |
2026 Q1
|
5/8/2026 |
77
|
$98 M
|