| ELEMENT POINTE ADVISORS, LLC |
2026 Q2
|
8/7/2026 |
90
|
$620 M
|
| Capital Today Evergreen Fund, L.P. |
2026 Q2
|
8/7/2026 |
3
|
$130 M
|
| M.D. Sass, LLC |
2026 Q2
|
8/7/2026 |
39
|
$1.5 B
|
| CROSSPOINT FINANCIAL, LLC |
2026 Q2
|
8/7/2026 |
39
|
$44 M
|
| Technology Crossover Management XI, Ltd. |
2026 Q2
|
8/7/2026 |
2
|
$530 M
|
| K2 PRINCIPAL FUND, L.P. |
2026 Q2
|
8/7/2026 |
490
|
$1.4 B
|
| Energy Income Partners, LLC |
2026 Q2
|
8/7/2026 |
172
|
$6.4 B
|
| Aljian Capital Management, LLC |
2026 Q2
|
8/7/2026 |
134
|
$540 M
|
| RHS Financial, LLC |
2026 Q2
|
8/7/2026 |
260
|
$250 M
|
| M. Kulyk & Associates, LLC |
2026 Q2
|
8/7/2026 |
113
|
$610 M
|
| AMARA FINANCIAL, LLC. |
2026 Q2
|
8/7/2026 |
48
|
$170 M
|
| EQUITY INVESTMENT CORP |
2026 Q2
|
8/7/2026 |
76
|
$5.2 B
|
| Park State Asset Management |
2026 Q2
|
8/7/2026 |
25
|
$100 M
|
| Fidelity National Financial, Inc. |
2026 Q2
|
8/7/2026 |
31
|
$3.2 B
|
| Technology Crossover Management IX, Ltd. |
2026 Q2
|
8/7/2026 |
6
|
$690 M
|
| Technology Crossover Management X, Ltd. |
2026 Q2
|
8/7/2026 |
6
|
$800 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/7/2026 |
195
|
$34 B
|
| Technology Crossover Management VIII, Ltd. |
2026 Q2
|
8/7/2026 |
5
|
$350 M
|
| Merck & Co., Inc. |
2026 Q2
|
8/7/2026 |
13
|
$530 M
|
| CITIZENS FINANCIAL GROUP INC/RI |
2026 Q2
|
8/7/2026 |
1,257
|
$8.3 B
|
| Timothy G. Youngquist 2020 Irrevocable Trust |
2026 Q1
|
8/7/2026 |
447
|
$230 M
|
| Texas Capital Bank Wealth Management Services Inc |
2026 Q2
|
8/7/2026 |
550
|
$1.9 B
|
| Charles Schwab Trust Bank |
2026 Q2
|
8/7/2026 |
1
|
$62 M
|
| Cornerstone Advisors, LLC |
2026 Q2
|
8/7/2026 |
112
|
$3.0 B
|
| Tortoise Investment Management, LLC |
2026 Q2
|
8/7/2026 |
255
|
$1.3 B
|
| Aegis Wealth Management LLC |
2026 Q2
|
8/7/2026 |
160
|
$210 M
|
| Banco BTG Pactual S.A. |
2026 Q2
|
8/7/2026 |
194
|
$1.2 B
|
| NUANCE INVESTMENTS, LLC |
2026 Q2
|
8/7/2026 |
52
|
$590 M
|
| Pavion Blue Capital, LLC |
2026 Q2
|
8/7/2026 |
111
|
$250 M
|
| Buckland Partners Management Co LLC |
2026 Q2
|
8/7/2026 |
97
|
$200 M
|
| UNIVEST FINANCIAL Corp |
2026 Q2
|
8/7/2026 |
478
|
$2.0 B
|
| K.J. Harrison & Partners Inc |
2026 Q2
|
8/7/2026 |
224
|
$710 M
|
| Timothy G. Youngquist 2020 Irrevocable Trust |
2025 Q4
|
8/7/2026 |
54
|
$140 M
|
| AlphaQuest LLC |
2026 Q2
|
8/7/2026 |
1
|
$0
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2026 Q2
|
8/7/2026 |
39
|
$220 M
|
| WT Asset Management Ltd |
2026 Q2
|
8/7/2026 |
29
|
$5.1 B
|
| WGI DM, LLC |
2026 Q2
|
8/7/2026 |
7
|
$1.2 B
|
| GRANDFIELD & DODD, LLC |
2026 Q2
|
8/7/2026 |
217
|
$1.9 B
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2026 Q2
|
8/7/2026 |
82
|
$320 M
|
| Auxano Advisors, LLC |
2026 Q2
|
8/7/2026 |
207
|
$530 M
|
| NINE MASTS CAPITAL Ltd |
2026 Q2
|
8/7/2026 |
170
|
$990 M
|
| Argyle Capital Partners, LLC |
2026 Q2
|
8/7/2026 |
285
|
$160 M
|
| Quent Capital, LLC |
2026 Q2
|
8/7/2026 |
1,653
|
$1.6 B
|
| IMG Wealth Management, Inc. |
2026 Q2
|
8/7/2026 |
612
|
$180 M
|
| FOCUSED ALPHA, LLC |
2026 Q2
|
8/7/2026 |
264
|
$390 M
|
| B & T Capital Management DBA Alpha Capital Management |
2026 Q2
|
8/7/2026 |
129
|
$770 M
|
| OAKTOP CAPITAL MANAGEMENT II, L.P. |
2026 Q2
|
8/7/2026 |
14
|
$2.4 B
|
| OARSMAN CAPITAL, INC. |
2026 Q2
|
8/7/2026 |
244
|
$940 M
|
| FIDUCIENT ADVISORS LLC |
2026 Q2
|
8/7/2026 |
153
|
$700 M
|
| Mawer Investment Management Ltd. |
2026 Q2
|
8/7/2026 |
142
|
$15 B
|
| Topel & Distasi Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
57
|
$210 M
|
| MidFirst Bank |
2026 Q2
|
8/7/2026 |
943
|
$1.4 B
|
| MQS Management LLC |
2026 Q2
|
8/7/2026 |
253
|
$82 M
|
| Westwood Global Investments, LLC |
2026 Q2
|
8/7/2026 |
19
|
$2.8 B
|
| MML INVESTORS SERVICES, LLC |
2026 Q2
|
8/7/2026 |
3,254
|
$49 B
|
| PINNEY & SCOFIELD, INC. |
2026 Q2
|
8/7/2026 |
232
|
$200 M
|
| Prescott Group Capital Management, L.L.C. |
2026 Q2
|
8/7/2026 |
292
|
$1.2 B
|
| STILWELL VALUE LLC |
2026 Q2
|
8/7/2026 |
24
|
$170 M
|
| AR ASSET MANAGEMENT INC |
2026 Q2
|
8/7/2026 |
122
|
$550 M
|
| Salomon & Ludwin, LLC |
2026 Q2
|
8/7/2026 |
2,116
|
$1.2 B
|
| Marble Harbor Investment Counsel, LLC |
2026 Q2
|
8/7/2026 |
200
|
$980 M
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/7/2026 |
178
|
$12 B
|
| NWM ADVISORS, LLC |
2026 Q2
|
8/7/2026 |
23
|
$130 M
|
| KRM WEALTH MANAGEMENT L.L.C. |
2026 Q2
|
8/7/2026 |
46
|
$230 M
|
| Fiera Capital Corp |
2026 Q2
|
8/7/2026 |
632
|
$28 B
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/7/2026 |
241
|
$640 M
|
| VICTORY CAPITAL MANAGEMENT INC |
2026 Q2
|
8/7/2026 |
2,638
|
$180 B
|
| VILLERE ST DENIS J & CO LLC |
2026 Q2
|
8/7/2026 |
85
|
$840 M
|
| Unifi Asset Management LP |
2026 Q1
|
8/7/2026 |
87
|
$330 M
|
| Unifi Asset Management LP |
2026 Q2
|
8/7/2026 |
62
|
$250 M
|
| CURIO WEALTH, LLC |
2026 Q2
|
8/7/2026 |
78
|
$320 M
|
| Unifi Asset Management LP |
2025 Q4
|
8/7/2026 |
77
|
$150 M
|
| SITTNER & NELSON, LLC |
2026 Q2
|
8/7/2026 |
621
|
$320 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2026 Q2
|
8/7/2026 |
73
|
$1.3 B
|
| Lloyd Advisory Services, LLC. |
2026 Q2
|
8/7/2026 |
628
|
$260 M
|
| Western Pacific Wealth Management, LP |
2026 Q2
|
8/7/2026 |
181
|
$110 M
|
| SIERRA OCEAN, LLC |
2026 Q2
|
8/7/2026 |
72
|
$140 M
|
| Templeton & Phillips Capital Management, LLC |
2026 Q2
|
8/7/2026 |
52
|
$140 M
|
| RWA WEALTH PARTNERS, LLC |
2026 Q2
|
8/7/2026 |
958
|
$10 B
|
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
2026 Q2
|
8/7/2026 |
15
|
$1.2 B
|
| Variant Private Wealth, LLC |
2026 Q2
|
8/7/2026 |
42
|
$89 M
|
| Employees' Retirement Fund of the City of Fort Worth |
2026 Q2
|
8/7/2026 |
21
|
$280 M
|
| Twelve Points Wealth Management LLC |
2026 Q2
|
8/7/2026 |
213
|
$500 M
|
| KG Capital Management |
2026 Q2
|
8/7/2026 |
142
|
$170 M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
2026 Q2
|
8/7/2026 |
906
|
$8.2 B
|
| Fund Evaluation Group, LLC |
2026 Q2
|
8/7/2026 |
80
|
$3.7 B
|
| Rheos Capital Works Inc. |
2026 Q2
|
8/7/2026 |
82
|
$1.8 B
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2026 Q2
|
8/7/2026 |
795
|
$230 M
|
| STAR Financial Bank |
2026 Q2
|
8/7/2026 |
109
|
$250 M
|
| Sigma Planning Corp |
2026 Q2
|
8/7/2026 |
1,404
|
$4.0 B
|
| AMERICAN EXPRESS CO |
2026 Q2
|
8/7/2026 |
1
|
$1.5 B
|
| Millington Financial Advisors, LLC |
2026 Q2
|
8/7/2026 |
128
|
$250 M
|
| SG Americas Securities, LLC |
2026 Q2
|
8/7/2026 |
3,333
|
$180 B
|
| Crestmont Private Wealth LLC |
2026 Q2
|
8/7/2026 |
105
|
$360 M
|
| Alpine Bank Wealth Management |
2026 Q2
|
8/7/2026 |
565
|
$780 M
|
| Tranquilli Financial Advisor LLC |
2026 Q2
|
8/7/2026 |
135
|
$190 M
|
| Vantus Wealth LLC |
2026 Q2
|
8/7/2026 |
396
|
$190 M
|
| Triune Financial Partners, LLC |
2026 Q2
|
8/7/2026 |
49
|
$480 M
|
| Emergence GP Partners, LLC |
2026 Q2
|
8/7/2026 |
4
|
$110 M
|
| BETO FINANCIAL GROUP, LLC |
2026 Q2
|
8/7/2026 |
154
|
$190 M
|