| HFR Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
53
|
$410 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2026 Q2
|
8/7/2026 |
715
|
$400 M
|
| Kassira Wealth Management LLC |
2026 Q2
|
8/7/2026 |
64
|
$120 M
|
| Garner Asset Management Corp |
2026 Q2
|
8/7/2026 |
169
|
$310 M
|
| Kingdom Financial Group LLC. |
2026 Q2
|
8/7/2026 |
865
|
$390 M
|
| Timmons Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
74
|
$140 M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2026 Q2
|
8/7/2026 |
394
|
$370 M
|
| JENSEN INVESTMENT MANAGEMENT INC |
2026 Q2
|
8/7/2026 |
83
|
$4.1 B
|
| FORTRESS PRIVATE LEDGER, LLC |
2026 Q2
|
8/7/2026 |
281
|
$370 M
|
| Palisades Hudson Asset Management, L.P. |
2026 Q2
|
8/7/2026 |
159
|
$290 M
|
| Evelyn Partners Group Ltd |
2026 Q2
|
8/7/2026 |
1,185
|
$47 B
|
| Fairscale Capital, LLC |
2026 Q2
|
8/7/2026 |
441
|
$170 M
|
| Mosaic Advisors LLC |
2026 Q2
|
8/7/2026 |
35
|
$75 M
|
| CANERECTOR INC |
2026 Q2
|
8/7/2026 |
9
|
$220 M
|
| Gerber Kawasaki Wealth & Investment Management |
2026 Q2
|
8/7/2026 |
366
|
$3.7 B
|
| Cornerstone Investment Partners, LLC |
2026 Q2
|
8/7/2026 |
312
|
$3.0 B
|
| Pandowealth. LLC |
2026 Q2
|
8/7/2026 |
19
|
$120 M
|
| Pavaki Capital Management LLC |
2025 Q4 - RESTATEMENT
|
8/7/2026 |
131
|
$260 M
|
| University of Massachusetts Foundation, Inc. |
2026 Q2
|
8/7/2026 |
1
|
$0
|
| LPL Financial LLC |
2026 Q2
|
8/7/2026 |
6,201
|
$450 B
|
| Royal Palms Capital LLC |
2026 Q2
|
8/7/2026 |
69
|
$110 M
|
| Pandowealth. LLC |
2026 Q1
|
8/7/2026 |
20
|
$120 M
|
| MARVIN & PALMER ASSOCIATES INC |
2026 Q2
|
8/7/2026 |
28
|
$160 M
|
| Pandowealth. LLC |
2025 Q4
|
8/7/2026 |
20
|
$110 M
|
| Pavaki Capital Management LLC |
2026 Q2
|
8/7/2026 |
163
|
$290 M
|
| BlackRock, Inc. |
2026 Q2
|
8/7/2026 |
|
$0
|
| Pavaki Capital Management LLC |
2026 Q1
|
8/7/2026 |
156
|
$240 M
|
| Occidental Asset Management, LLC |
2026 Q2
|
8/7/2026 |
328
|
$1.0 B
|
| Dunhill Financial, LLC |
2026 Q2
|
8/7/2026 |
1,617
|
$490 M
|
| SUCCESSION FINANCIAL, INC. |
2026 Q2
|
8/7/2026 |
50
|
$110 M
|
| Objectivity Squared, LLC |
2026 Q2
|
8/7/2026 |
56
|
$180 M
|
| Pallas Capital Advisors LLC |
2026 Q2
|
8/7/2026 |
1,034
|
$3.2 B
|
| Panoramic Capital Partners, LLC |
2026 Q2
|
8/7/2026 |
72
|
$210 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2026 Q2
|
8/7/2026 |
79
|
$190 M
|
| Orange County Employees Retirement System |
2026 Q2
|
8/7/2026 |
2
|
$280 M
|
| Performance Wealth Partners, LLC |
2026 Q2
|
8/7/2026 |
235
|
$4.0 B
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2026 Q2
|
8/7/2026 |
347
|
$5.0 B
|
| DEUTSCHE BANK AG\ |
2026 Q2
|
8/7/2026 |
14,348
|
$340 B
|
| Perigon Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
1,435
|
$6.4 B
|
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
2026 Q2
|
8/7/2026 |
41
|
$130 M
|
| Oak Barrel Wealth Advisory LLC |
2026 Q2
|
8/7/2026 |
86
|
$230 M
|
| John Boyer, Inc. |
2026 Q2
|
8/7/2026 |
39
|
$120 M
|
| Covestor Ltd |
2026 Q2
|
8/7/2026 |
2,901
|
$170 M
|
| Pavaki Capital Management LLC |
2025 Q4
|
8/7/2026 |
87
|
$140 M
|
| Palatine Hill Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
55
|
$120 M
|
| PURSUE WEALTH PARTNERS LLC |
2026 Q2
|
8/7/2026 |
91
|
$180 M
|
| John Boyer, Inc. |
2026 Q1
|
8/7/2026 |
41
|
$100 M
|
| HANSEATIC MANAGEMENT SERVICES INC |
2026 Q2
|
8/7/2026 |
83
|
$140 M
|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
2026 Q2
|
8/7/2026 |
104
|
$170 M
|
| Principle Wealth Partners LLC |
2026 Q2
|
8/7/2026 |
398
|
$2.0 B
|
| Phillips Wealth Planners LLC |
2026 Q2
|
8/7/2026 |
217
|
$140 M
|
| TRUST CO OF VERMONT |
2026 Q2
|
8/7/2026 |
1,426
|
$2.7 B
|
| RICE HALL JAMES & ASSOCIATES, LLC |
2026 Q2
|
8/7/2026 |
240
|
$2.1 B
|
| John Boyer, Inc. |
2025 Q4
|
8/7/2026 |
43
|
$98 M
|
| CapitalatWork S.A. |
2025 Q2
|
8/7/2026 |
85
|
$3.3 B
|
| CapitalatWork S.A. |
2025 Q3
|
8/7/2026 |
84
|
$3.4 B
|
| CapitalatWork S.A. |
2025 Q4
|
8/7/2026 |
89
|
$3.3 B
|
| CapitalatWork S.A. |
2025 Q1
|
8/7/2026 |
84
|
$3.1 B
|
| CapitalatWork S.A. |
2024 Q4
|
8/7/2026 |
80
|
$3.1 B
|
| ECLIPSE OPERATIONS, LLC |
2026 Q2
|
8/7/2026 |
2
|
$2.6 B
|
| Requisite Capital Management, LLC |
2026 Q2
|
8/7/2026 |
127
|
$610 M
|
| CapitalatWork S.A. |
2024 Q2
|
8/7/2026 |
77
|
$3.0 B
|
| John Boyer, Inc. |
2025 Q3
|
8/7/2026 |
38
|
$100 M
|
| CapitalatWork S.A. |
2024 Q3
|
8/7/2026 |
76
|
$2.9 B
|
| CapitalatWork S.A. |
2024 Q1
|
8/7/2026 |
77
|
$3.0 B
|
| Capital Impact Advisors, LLC |
2026 Q2
|
8/7/2026 |
29
|
$1.8 B
|
| Joseph P. Lucia & Associates, LLC |
2026 Q2
|
8/7/2026 |
188
|
$330 M
|
| Buckley Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
104
|
$400 M
|
| CapitalatWork S.A. |
2023 Q4
|
8/7/2026 |
80
|
$2.8 B
|
| BFI Wealth Solutions, LLC |
2026 Q2
|
8/7/2026 |
82
|
$140 M
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2026 Q2
|
8/7/2026 |
108
|
$180 M
|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2026 Q2
|
8/7/2026 |
43
|
$1.8 B
|
| Sinvest Investments II Ltd. |
2026 Q2
|
8/7/2026 |
1
|
$300 M
|
| Lido Advisors, LLC |
2026 Q2
|
8/7/2026 |
3,398
|
$37 B
|
| IDG-Accel China Capital GP II Associates Ltd. |
2026 Q2
|
8/7/2026 |
1
|
$19 M
|
| Privium Fund Management B.V. |
2026 Q2
|
8/7/2026 |
61
|
$540 M
|
| IDG-Accel China Capital II Associates L.P. |
2026 Q2
|
8/7/2026 |
1
|
$440 M
|
| STAGE HARBOR FINANCIAL, LLC |
2026 Q2
|
8/7/2026 |
64
|
$170 M
|
| Algorithmic Investment Models, LLC |
2026 Q2
|
8/7/2026 |
35
|
$86 M
|
| TABLEAUX LLC |
2026 Q2
|
8/7/2026 |
120
|
$240 M
|
| BARINGS LLC |
2026 Q2
|
8/7/2026 |
245
|
$5.6 B
|
| Tassel Capital Management, Inc. |
2026 Q2
|
8/7/2026 |
45
|
$210 M
|
| IDG China Capital Fund III Associates L.P. |
2026 Q2
|
8/7/2026 |
2
|
$560 M
|
| Tide Cove Capital Partners LLC |
2026 Q2
|
8/7/2026 |
13
|
$150 M
|
| IDG China Capital Fund GP III Associates Ltd. |
2026 Q2
|
8/7/2026 |
2
|
$73 M
|
| WIREGRASS INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/7/2026 |
113
|
$150 M
|
| IDG China Venture Capital Fund V Associates L.P. |
2026 Q2
|
8/7/2026 |
1
|
$100 M
|
| IDG China Venture Capital Fund IV Associates L.P. |
2026 Q2
|
8/7/2026 |
4
|
$150 M
|
| Game Plan Financial Advisors, LLC |
2026 Q2
|
8/7/2026 |
465
|
$270 M
|
| PLANWISER FINANCIAL, LLC |
2026 Q2
|
8/7/2026 |
50
|
$140 M
|
| Niatross Investments Ltd |
2026 Q2
|
8/7/2026 |
1
|
$190 M
|
| WORLDLY PARTNERS MANAGEMENT, LLC |
2026 Q2
|
8/7/2026 |
3
|
$120 M
|
| CVA Family Office, LLC |
2026 Q2
|
8/7/2026 |
1,802
|
$1.1 B
|
| FORSTA AP-FONDEN |
2026 Q2
|
8/7/2026 |
1
|
$1.00
|
| 53 HOUSE LLP |
2026 Q2
|
8/7/2026 |
1
|
$0
|
| MKP Capital Management, L.L.C. |
2026 Q2
|
8/7/2026 |
24
|
$3.7 B
|
| GSI Capital Advisors LLC |
2026 Q2
|
8/7/2026 |
58
|
$210 M
|
| Menard Financial Group LLC |
2026 Q2
|
8/7/2026 |
80
|
$180 M
|
| Westwood Wealth Management |
2026 Q2
|
8/7/2026 |
43
|
$340 M
|
| LeConte Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
179
|
$180 M
|