| Forge Financial Services LLC |
2026 Q1
|
5/8/2026 |
31
|
$990 M
|
| BOYAR ASSET MANAGEMENT INC. |
2026 Q1
|
5/8/2026 |
78
|
$180 M
|
| NUANCE INVESTMENTS, LLC |
2026 Q1
|
5/8/2026 |
43
|
$720 M
|
| Core Wealth Partners LLC |
2026 Q1
|
5/8/2026 |
180
|
$220 M
|
| Chico Wealth RIA |
2026 Q1
|
5/8/2026 |
37
|
$160 M
|
| Idaho Trust Co |
2026 Q1
|
5/8/2026 |
146
|
$310 M
|
| Financial Gravity Asset Management, Inc. |
2026 Q1
|
5/8/2026 |
973
|
$560 M
|
| Beacon Capital Management, Inc. |
2026 Q1 - RESTATEMENT
|
5/8/2026 |
141
|
$1.8 B
|
| BloombergSen Inc. |
2026 Q1
|
5/8/2026 |
31
|
$1.3 B
|
| Divco West Real Estate Services, LLC |
2026 Q1
|
5/8/2026 |
4
|
$72 M
|
| Glenview Trust Co |
2026 Q1
|
5/8/2026 |
791
|
$6.4 B
|
| ROSS\JOHNSON & Associates LLC |
2026 Q1
|
5/8/2026 |
217
|
$5.5 M
|
| DUTCH ASSET Corp |
2026 Q1
|
5/8/2026 |
95
|
$150 M
|
| ATLANTIC FAMILY WEALTH, LLC |
2026 Q1
|
5/8/2026 |
59
|
$140 M
|
| Long Road Investment Counsel, LLC |
2026 Q1
|
5/8/2026 |
78
|
$260 M
|
| CURA WEALTH ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
126
|
$220 M
|
| EMERGENCE GP PARTNERS, LLC |
2026 Q1
|
5/8/2026 |
4
|
$110 M
|
| NewGen Asset Management Ltd |
2026 Q1
|
5/8/2026 |
30
|
$260 M
|
| PIAR LLC |
2026 Q1
|
5/8/2026 |
80
|
$130 M
|
| Atlas Merchant Capital LLC |
2026 Q1
|
5/8/2026 |
1
|
$790 k
|
| Bulldog Investors, LLP |
2026 Q1
|
5/8/2026 |
216
|
$440 M
|
| Summit Asset Management, LLC |
2026 Q1
|
5/8/2026 |
172
|
$720 M
|
| Wilkerson Advisory Group LLC |
2026 Q1
|
5/8/2026 |
617
|
$290 M
|
| STONE LOFT WEALTH MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
29
|
$140 M
|
| Atlantic Private Wealth, LLC |
2026 Q1
|
5/8/2026 |
315
|
$150 M
|
| Dale Q Rice Investment Management Ltd |
2026 Q1
|
5/8/2026 |
68
|
$130 M
|
| Andar Capital Management HK Ltd |
2026 Q1
|
5/8/2026 |
13
|
$120 M
|
| DJE Kapital AG |
2026 Q1
|
5/8/2026 |
113
|
$4.5 B
|
| BURLING WEALTH PARTNERS, LLC |
2026 Q1
|
5/8/2026 |
177
|
$620 M
|
| Andra AP-fonden |
2026 Q1
|
5/8/2026 |
396
|
$8.4 B
|
| Stephens Greth Foundation |
2026 Q1
|
5/8/2026 |
4
|
$320 M
|
| CMC Financial Group |
2026 Q1
|
5/8/2026 |
38
|
$51 M
|
| Oslo Pensjonsforsikring AS |
2026 Q1
|
5/8/2026 |
452
|
$640 M
|
| Mathes Company, Inc. |
2026 Q1
|
5/8/2026 |
126
|
$270 M
|
| HORAN Wealth, LLC |
2026 Q1
|
5/8/2026 |
257
|
$1.1 B
|
| Baader Bank Aktiengesellschaft |
2026 Q1
|
5/8/2026 |
417
|
$1.3 B
|
| TMT General Partner Ltd |
2026 Q1
|
5/8/2026 |
3
|
$250 M
|
| PNC FINANCIAL SERVICES GROUP, INC. |
2026 Q1
|
5/8/2026 |
17,145
|
$170 B
|
| Russell Investments Group, Ltd. |
2026 Q1
|
5/8/2026 |
24,600
|
$93 B
|
| Asset Management One Co., Ltd. |
2026 Q1
|
5/8/2026 |
911
|
$34 B
|
| Shengqi Capital (Hong Kong) Ltd |
2026 Q1 - RESTATEMENT
|
5/8/2026 |
5
|
$68 M
|
| Central Asset Investments & Management Holdings (HK) Ltd |
2026 Q1
|
5/8/2026 |
24
|
$110 M
|
| Legal & General Group Plc |
2026 Q1
|
5/8/2026 |
8,115
|
$430 B
|
| TRB Advisors LP |
2026 Q1
|
5/8/2026 |
5
|
$150 M
|
| Banco Santander, S.A. |
2026 Q1
|
5/8/2026 |
901
|
$12 B
|
| AJU IB Investment Co., Ltd. |
2026 Q1
|
5/8/2026 |
6
|
$31 M
|
| Act Two Investors LLC |
2026 Q1
|
5/8/2026 |
36
|
$450 M
|
| Riverwater Partners LLC |
2026 Q1
|
5/7/2026 |
213
|
$300 M
|
| CROWN ADVISORS MANAGEMENT, INC. |
2026 Q1
|
5/7/2026 |
40
|
$150 M
|
| DAIDO LIFE INSURANCE CO |
2026 Q1
|
5/7/2026 |
6
|
$680 M
|
| Japan Science & Technology Agency |
2026 Q1
|
5/7/2026 |
12
|
$4.8 B
|
| GLYNN CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/7/2026 |
42
|
$210 M
|
| Coastwise Capital Group, LLC |
2026 Q1
|
5/7/2026 |
128
|
$180 M
|
| Saratoga Research & Investment Management |
2026 Q1
|
5/7/2026 |
46
|
$1.8 B
|
| New Insight Wealth Advisors |
2026 Q1
|
5/7/2026 |
107
|
$280 M
|
| Paralel Advisors LLC |
2026 Q1
|
5/7/2026 |
108
|
$2.4 B
|
| THOR TRADING ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
12
|
$240 M
|
| Perissos Private Wealth Management, LLC |
2026 Q1
|
5/7/2026 |
72
|
$120 M
|
| Palisades Hudson Asset Management, L.P. |
2026 Q1
|
5/7/2026 |
159
|
$260 M
|
| MidAtlantic Capital Management, Inc. |
2026 Q1
|
5/7/2026 |
84
|
$140 M
|
| Burk Holdings LLC |
2026 Q1
|
5/7/2026 |
679
|
$230 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/7/2026 |
1
|
$150 M
|
| Manuka Financial, LLC |
2026 Q1
|
5/7/2026 |
56
|
$160 M
|
| BARD ASSOCIATES INC |
2026 Q1
|
5/7/2026 |
293
|
$400 M
|
| Alphabet Inc. |
2026 Q1
|
5/7/2026 |
27
|
$4.0 B
|
| MONECO ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
515
|
$1.3 B
|
| Advisor OS, LLC |
2026 Q1
|
5/7/2026 |
2,365
|
$1.4 B
|
| Jefferies Financial Group Inc. |
2026 Q1
|
5/7/2026 |
1,692
|
$15 B
|
| Stone Wealth Partners |
2026 Q1
|
5/7/2026 |
59
|
$110 M
|
| Pacific Sun Financial Corp |
2026 Q1
|
5/7/2026 |
201
|
$210 M
|
| ODonnell Financial Services, LLC |
2026 Q1
|
5/7/2026 |
64
|
$290 M
|
| Triad Investment Management |
2026 Q1 - RESTATEMENT
|
5/7/2026 |
36
|
$85 M
|
| REDW Wealth LLC |
2026 Q1
|
5/7/2026 |
99
|
$250 M
|
| Lorne Steinberg Wealth Management Inc. |
2026 Q1
|
5/7/2026 |
68
|
$420 M
|
| Commonwealth Financial Services, LLC |
2026 Q1
|
5/7/2026 |
278
|
$630 M
|
| VISA FOUNDATION |
2026 Q1
|
5/7/2026 |
1
|
$130 M
|
| WELCH CAPITAL PARTNERS LLC/NY |
2026 Q1
|
5/7/2026 |
26
|
$440 M
|
| Basepoint Wealth LLC |
2026 Q1
|
5/7/2026 |
643
|
$170 M
|
| Carl P. Sherr & Co., LLC |
2026 Q1
|
5/7/2026 |
124
|
$210 M
|
| Carson Advisory Inc. |
2026 Q1
|
5/7/2026 |
188
|
$190 M
|
| HOLLENCREST CAPITAL MANAGEMENT |
2026 Q1
|
5/7/2026 |
1,244
|
$2.7 B
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2026 Q1
|
5/7/2026 |
134
|
$650 M
|
| MEEDER ASSET MANAGEMENT INC |
2026 Q1
|
5/7/2026 |
2,186
|
$1.7 B
|
| Aldebaran Capital, LLC |
2026 Q1
|
5/7/2026 |
43
|
$130 M
|
| Meeder Advisory Services, Inc. |
2026 Q1
|
5/7/2026 |
690
|
$2.4 B
|
| ESL Trust Services, LLC |
2026 Q1
|
5/7/2026 |
268
|
$520 M
|
| Legacy Wealth Managment, LLC/ID |
2026 Q1
|
5/7/2026 |
1,082
|
$200 M
|
| Hopwood Financial Services, Inc. |
2026 Q1
|
5/7/2026 |
83
|
$150 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
317
|
$420 M
|
| Kapitalo Investimentos Ltda |
2026 Q1
|
5/7/2026 |
57
|
$530 M
|
| Leith Wheeler Investment Counsel Ltd. |
2026 Q1
|
5/7/2026 |
84
|
$1.2 B
|
| HANOVER ADVISORS INC |
2026 Q1
|
5/7/2026 |
118
|
$250 M
|
| Alta Advisers Ltd |
2026 Q1
|
5/7/2026 |
207
|
$280 M
|
| Beta Wealth Group, Inc. |
2026 Q1
|
5/7/2026 |
117
|
$240 M
|
| Paul R. Ried Financial Group, LLC |
2026 Q1
|
5/7/2026 |
41
|
$220 M
|
| Swan Global Investments, LLC |
2026 Q1
|
5/7/2026 |
77
|
$3.0 B
|
| AlTi Global, Inc. |
2026 Q1
|
5/7/2026 |
709
|
$4.6 B
|
| VAN STRUM & TOWNE INC. |
2026 Q1
|
5/7/2026 |
111
|
$340 M
|
| Harbor Advisors LLC |
2026 Q1
|
5/7/2026 |
197
|
$690 M
|
| ALLEN OPERATIONS LLC |
2026 Q1
|
5/7/2026 |
36
|
$670 M
|