| Convergence Investment Partners, LLC |
2026 Q1
|
5/7/2026 |
235
|
$610 M
|
| Cannon Capital Management, Inc. |
2026 Q1
|
5/7/2026 |
28
|
$120 M
|
| JSF Financial, LLC |
2026 Q1
|
5/7/2026 |
126
|
$510 M
|
| SEGRA CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/7/2026 |
12
|
$250 M
|
| HF Capital, LLC |
2026 Q1
|
5/7/2026 |
5
|
$240 M
|
| Amova Asset Management Americas, Inc. |
2026 Q1
|
5/7/2026 |
186
|
$7.1 B
|
| MAIMON WEALTH MANAGEMENT LTD. |
2025 Q4
|
5/7/2026 |
71
|
$110 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2026 Q1
|
5/7/2026 |
354
|
$4.8 B
|
| Eagle Point Credit Management LLC |
2026 Q1
|
5/7/2026 |
14
|
$76 M
|
| LOUNTZIS ASSET MANAGEMENT, LLC |
2026 Q1
|
5/7/2026 |
52
|
$270 M
|
| Argyle Capital Partners, LLC |
2026 Q1
|
5/7/2026 |
187
|
$140 M
|
| MANAGED ASSET PORTFOLIOS, LLC |
2026 Q1
|
5/7/2026 |
51
|
$830 M
|
| Renaissance Capital LLC |
2026 Q1
|
5/7/2026 |
47
|
$140 M
|
| CONQUIS FINANCIAL LLC |
2026 Q1
|
5/7/2026 |
54
|
$120 M
|
| Grandview Asset Management LLC |
2026 Q1
|
5/7/2026 |
137
|
$340 M
|
| Wharton Business Group, LLC |
2026 Q1
|
5/7/2026 |
141
|
$2.6 B
|
| 360 Financial, Inc. |
2026 Q1
|
5/7/2026 |
80
|
$330 M
|
| Winthrop Partners - WNY, LLC |
2026 Q1
|
5/7/2026 |
87
|
$190 M
|
| Flavin Financial Services, Inc. |
2026 Q1
|
5/7/2026 |
72
|
$150 M
|
| Francis Financial, Inc. |
2026 Q1
|
5/7/2026 |
214
|
$540 M
|
| Permit Capital, LLC |
2026 Q1
|
5/7/2026 |
19
|
$290 M
|
| Hemenway Trust Co LLC |
2026 Q1
|
5/7/2026 |
135
|
$1.2 B
|
| Royal Palms Capital LLC |
2026 Q1
|
5/7/2026 |
74
|
$100 M
|
| BANTA ASSET MANAGEMENT LP |
2026 Q1
|
5/7/2026 |
20
|
$99 M
|
| OEP CAPITAL ADVISORS, L.P. |
2026 Q1
|
5/7/2026 |
1
|
$190 M
|
| AMARA FINANCIAL, LLC. |
2026 Q1
|
5/7/2026 |
45
|
$150 M
|
| Advisor Resource Council |
2026 Q1
|
5/7/2026 |
244
|
$310 M
|
| TCTC Holdings, LLC |
2026 Q1
|
5/7/2026 |
325
|
$3.5 B
|
| New York Life Investment Management LLC |
2026 Q1
|
5/7/2026 |
781
|
$12 B
|
| MISHPACHA HOLDINGS CORP |
2026 Q1
|
5/7/2026 |
3
|
$120 M
|
| Arsenal Capital Advisors LLC |
2026 Q1
|
5/7/2026 |
98
|
$140 M
|
| GRANDFIELD & DODD, LLC |
2026 Q1
|
5/7/2026 |
209
|
$1.8 B
|
| J.H. Whitney Equity Partners VII, LLC |
2026 Q1
|
5/7/2026 |
1
|
$230 M
|
| Madison Asset Management, LLC |
2026 Q1
|
5/7/2026 |
349
|
$8.1 B
|
| HALLSTATT ADVISORS L.P. |
2026 Q1
|
5/7/2026 |
15
|
$130 M
|
| One Charles Private Wealth Services, LLC |
2026 Q1
|
5/7/2026 |
160
|
$400 M
|
| Resolute Advisors LLC |
2026 Q1
|
5/7/2026 |
90
|
$240 M
|
| PUZO MICHAEL J |
2026 Q1
|
5/7/2026 |
379
|
$340 M
|
| Summit Global Investments |
2026 Q1
|
5/7/2026 |
483
|
$1.7 B
|
| WAYCROSS PARTNERS, LLC |
2026 Q1
|
5/7/2026 |
76
|
$1.0 B
|
| Human Investing LLC |
2026 Q1
|
5/7/2026 |
132
|
$690 M
|
| VCU Investment Management Co |
2026 Q1
|
5/7/2026 |
2
|
$69 M
|
| NWK Group, Inc. |
2026 Q1
|
5/7/2026 |
66
|
$260 M
|
| Context Capital Management, LLC |
2026 Q1
|
5/7/2026 |
392
|
$4.3 B
|
| Scarborough Advisors, LLC |
2026 Q1
|
5/7/2026 |
762
|
$910 M
|
| SOUND SHORE MANAGEMENT INC /CT/ |
2026 Q1
|
5/7/2026 |
40
|
$3.0 B
|
| Liberty Street Advisors, Inc. |
2026 Q1
|
5/7/2026 |
4
|
$41 M
|
| Boston Common Asset Management, LLC |
2025 Q4 - RESTATEMENT
|
5/7/2026 |
195
|
$1.7 B
|
| Balefire, LLC |
2026 Q1
|
5/7/2026 |
439
|
$530 M
|
| Parallel Advisors, LLC |
2026 Q1
|
5/7/2026 |
3,831
|
$5.6 B
|
| Cantillon Capital Management LLC |
2026 Q1
|
5/7/2026 |
76
|
$15 B
|
| Resolute Wealth Strategies, LLC |
2026 Q1
|
5/7/2026 |
114
|
$230 M
|
| Boston Common Asset Management, LLC |
2026 Q1
|
5/7/2026 |
186
|
$1.6 B
|
| Ironwood Investment Counsel, LLC |
2026 Q1
|
5/7/2026 |
264
|
$690 M
|
| SENTINEL TRUST CO LBA |
2026 Q1
|
5/7/2026 |
135
|
$1.0 B
|
| AlphaCentric Advisors LLC |
2026 Q1
|
5/7/2026 |
252
|
$100 M
|
| HAHN CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/7/2026 |
31
|
$160 M
|
| PLANNING ALTERNATIVES LTD /ADV |
2026 Q1
|
5/7/2026 |
111
|
$770 M
|
| Pacific Wealth Strategies Group, Inc. |
2026 Q1
|
5/7/2026 |
62
|
$160 M
|
| Broderick Brian C |
2026 Q1
|
5/7/2026 |
350
|
$540 M
|
| Truffle Hound Capital, LLC |
2026 Q1
|
5/7/2026 |
51
|
$390 M
|
| UNIVERSITY OF CHICAGO |
2026 Q1
|
5/7/2026 |
13
|
$320 M
|
| Rachor Investment Advisory Services, LLC |
2026 Q1
|
5/7/2026 |
464
|
$190 M
|
| Facet Wealth, Inc. |
2026 Q1
|
5/7/2026 |
349
|
$5.8 B
|
| Nordwand Advisors, LLC |
2026 Q1
|
5/7/2026 |
150
|
$570 M
|
| WCM INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/7/2026 |
291
|
$44 B
|
| CONTINUUM WEALTH ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
70
|
$240 M
|
| Board of Trustees of The Leland Stanford Junior University |
2026 Q1
|
5/7/2026 |
22
|
$850 M
|
| Wells Financial Advisors INC |
2026 Q1
|
5/7/2026 |
54
|
$22 M
|
| LOWE BROCKENBROUGH & CO INC |
2026 Q1
|
5/7/2026 |
329
|
$2.0 B
|
| Symphony Financial Services, Inc. |
2026 Q1
|
5/7/2026 |
99
|
$190 M
|
| HAMEL ASSOCIATES, INC. |
2026 Q1
|
5/7/2026 |
81
|
$350 M
|
| Wealthquest Corp |
2026 Q1
|
5/7/2026 |
148
|
$1.3 B
|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2026 Q1
|
5/7/2026 |
31
|
$420 M
|
| DIMENSIONAL FUND ADVISORS LP |
2026 Q1
|
5/7/2026 |
13,635
|
$480 B
|
| SEIZERT CAPITAL PARTNERS, LLC |
2026 Q1
|
5/7/2026 |
170
|
$2.2 B
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/7/2026 |
1,365
|
$8.8 B
|
| TrustWell Financial Advisors, LLC |
2026 Q1
|
5/7/2026 |
70
|
$110 M
|
| Prescott Group Capital Management, L.L.C. |
2026 Q1
|
5/7/2026 |
263
|
$1.0 B
|
| ZEVIN ASSET MANAGEMENT LLC |
2026 Q1
|
5/7/2026 |
93
|
$720 M
|
| Washington Trust Bank |
2026 Q1
|
5/7/2026 |
348
|
$1.4 B
|
| Alchemi Wealth, LLC |
2026 Q1
|
5/7/2026 |
155
|
$180 M
|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
2026 Q1
|
5/7/2026 |
301
|
$690 M
|
| DILLON & ASSOCIATES INC |
2026 Q1
|
5/7/2026 |
75
|
$730 M
|
| PRENTISS SMITH & CO INC |
2026 Q1
|
5/7/2026 |
65
|
$170 M
|
| ADVENT CAPITAL MANAGEMENT /DE/ |
2026 Q1
|
5/7/2026 |
215
|
$3.6 B
|
| TrustWell Financial Advisors, LLC |
2025 Q4
|
5/7/2026 |
66
|
$100 M
|
| West Family Investments, Inc. |
2026 Q1
|
5/7/2026 |
259
|
$290 M
|
| Avidian Wealth Enterprises, LLC |
2026 Q1
|
5/7/2026 |
677
|
$3.2 B
|
| Compound Global Advisors, LLC |
2026 Q1
|
5/7/2026 |
31
|
$3.2 M
|
| Bucket List Wealth Management, LLC |
2026 Q1
|
5/7/2026 |
57
|
$170 M
|
| Confluence Wealth Services, Inc. |
2026 Q1
|
5/7/2026 |
365
|
$2.6 B
|
| NYL Investors LLC |
2026 Q1
|
5/7/2026 |
31
|
$260 M
|
| AGF MANAGEMENT LTD |
2026 Q1
|
5/7/2026 |
1,025
|
$22 B
|
| Qsemble Capital Management, LP |
2026 Q1
|
5/7/2026 |
430
|
$1.3 B
|
| NEW YORK LIFE INSURANCE CO |
2026 Q1
|
5/7/2026 |
6
|
$490 M
|
| NICOLA WEALTH MANAGEMENT LTD. |
2026 Q1
|
5/7/2026 |
62
|
$830 M
|
| Greykasell Wealth Strategies, Inc. |
2026 Q1
|
5/7/2026 |
567
|
$250 M
|
| Crewe Advisors LLC |
2026 Q1
|
5/7/2026 |
1,038
|
$1.2 B
|
| Metis Global Partners, LLC |
2026 Q1
|
5/7/2026 |
724
|
$4.1 B
|