| Hexagon Capital Partners LLC |
2026 Q2
|
8/6/2026 |
268
|
$710 M
|
| Privium Fund Management (UK) Ltd |
2026 Q2
|
8/6/2026 |
29
|
$240 M
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2026 Q2
|
8/6/2026 |
2
|
$2.4 B
|
| Summit Financial Consulting LLC |
2026 Q2
|
8/6/2026 |
49
|
$150 M
|
| OAKMONT Corp |
2026 Q2
|
8/6/2026 |
31
|
$500 M
|
| LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2026 Q2
|
8/6/2026 |
13
|
$210 M
|
| Quadrature Capital Ltd |
2026 Q2
|
8/6/2026 |
1,542
|
$12 B
|
| CYPRESS FUNDS LLC |
2026 Q2
|
8/6/2026 |
14
|
$310 M
|
| Focused Wealth Management, Inc |
2026 Q2
|
8/6/2026 |
266
|
$1.1 B
|
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
2026 Q2
|
8/6/2026 |
102
|
$190 M
|
| Signet Private Wealth LLC |
2026 Q2
|
8/6/2026 |
127
|
$130 M
|
| RNC CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
181
|
$2.4 B
|
| Alphabet Inc. |
2026 Q2
|
8/6/2026 |
29
|
$99 B
|
| FLPUTNAM INVESTMENT MANAGEMENT CO |
2026 Q2
|
8/6/2026 |
655
|
$8.4 B
|
| 180 GPS Investments IC Ltd |
2026 Q2
|
8/6/2026 |
23
|
$140 M
|
| RNC CAPITAL MANAGEMENT LLC |
2026 Q1
|
8/6/2026 |
172
|
$2.3 B
|
| Global Retirement Partners, LLC |
2026 Q2
|
8/6/2026 |
4,518
|
$6.5 B
|
| Jackson Brooke LLC |
2026 Q2
|
8/6/2026 |
1
|
$92 M
|
| Horizon Investment Services, LLC |
2026 Q2
|
8/6/2026 |
143
|
$360 M
|
| Titiun Yejiel |
2026 Q2
|
8/6/2026 |
40
|
$120 M
|
| 1ST SOURCE BANK |
2026 Q2
|
8/6/2026 |
421
|
$2.2 B
|
| Alberta Investment Management Corp |
2026 Q2
|
8/6/2026 |
665
|
$18 B
|
| Fielder Capital Group LLC |
2026 Q2
|
8/6/2026 |
303
|
$460 M
|
| Elite Life Management LLC |
2026 Q2
|
8/6/2026 |
61
|
$85 M
|
| Wilkinson Global Asset Management LLC |
2026 Q2
|
8/6/2026 |
94
|
$1.3 B
|
| Kennon-Green & Company, LLC |
2026 Q2
|
8/6/2026 |
41
|
$130 M
|
| Heritage Trust Co |
2026 Q2
|
8/6/2026 |
476
|
$1.2 B
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
2026 Q2
|
8/6/2026 |
176
|
$630 M
|
| Arrowroot Family Office, LLC |
2026 Q2
|
8/6/2026 |
174
|
$350 M
|
| Argent Trust Co |
2026 Q2
|
8/6/2026 |
1,617
|
$3.5 B
|
| Zeit Capital LLC |
2026 Q2
|
8/6/2026 |
53
|
$170 M
|
| Barden Capital Management, Inc. |
2026 Q2
|
8/6/2026 |
53
|
$110 M
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2026 Q2
|
8/6/2026 |
35
|
$220 M
|
| Aspirean Wealth, LLC |
2026 Q2
|
8/6/2026 |
20
|
$110 M
|
| IMC-Chicago, LLC |
2026 Q2
|
8/6/2026 |
6,776
|
$420 B
|
| Nippon Life Global Investors Americas, Inc. |
2026 Q2
|
8/6/2026 |
101
|
$2.5 B
|
| PPM AMERICA INC/IL |
2026 Q2
|
8/6/2026 |
4
|
$15 M
|
| CVS HEALTH Corp |
2026 Q2
|
8/6/2026 |
21
|
$230 M
|
| Private Wealth Advisors, LLC |
2026 Q2
|
8/6/2026 |
95
|
$390 M
|
| J.Safra Asset Management Corp |
2026 Q2
|
8/6/2026 |
633
|
$2.2 B
|
| VISA FOUNDATION |
2026 Q2
|
8/6/2026 |
2
|
$160 M
|
| Diamond Hill Capital Management, LLC (Investment Advisor) |
2026 Q2
|
8/6/2026 |
186
|
$12 B
|
| AMAZON COM INC |
2026 Q2
|
8/6/2026 |
6
|
$4.4 B
|
| HBK Sorce Advisory LLC |
2026 Q2
|
8/6/2026 |
678
|
$5.3 B
|
| Diana Davis Spencer Foundation |
2026 Q2
|
8/6/2026 |
2
|
$55 M
|
| Yorkville Advisors Global, LP |
2026 Q2
|
8/6/2026 |
34
|
$86 M
|
| Groupe Bruxelles Lambert |
2026 Q2
|
8/6/2026 |
1
|
$62 M
|
| Abbot Financial Management, Inc. |
2026 Q2
|
8/6/2026 |
141
|
$290 M
|
| Continuum Advisory, LLC |
2026 Q2
|
8/6/2026 |
1,986
|
$1.2 B
|
| Peachtree Investment Partners, LLC |
2026 Q2
|
8/6/2026 |
143
|
$310 M
|
| Capital Advisor Network LLC |
2026 Q1 - RESTATEMENT
|
8/6/2026 |
148
|
$71 M
|
| Tulsa Wealth Advisors, INC |
2026 Q2
|
8/6/2026 |
166
|
$710 M
|
| OMC Financial Services LTD |
2026 Q2
|
8/6/2026 |
61
|
$300 M
|
| Johnson Wealth Management, LLC |
2025 Q3
|
8/6/2026 |
73
|
$180 M
|
| Briggs Wealth Management, Inc |
2026 Q2
|
8/6/2026 |
61
|
$110 M
|
| GERMAN AMERICAN BANCORP, INC. |
2026 Q2
|
8/6/2026 |
212
|
$1.3 B
|
| Johnson Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
100
|
$240 M
|
| Tillman Hartley LLC |
2026 Q2
|
8/6/2026 |
155
|
$450 M
|
| Northstar Financial Companies, Inc. |
2026 Q2
|
8/6/2026 |
118
|
$150 M
|
| Landing Point Financial Group, LLC |
2026 Q2
|
8/6/2026 |
99
|
$290 M
|
| Cranbrook Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
406
|
$530 M
|
| Blue Investment Opportunities, LLC - Project Breeze Series 1 |
2026 Q1
|
8/6/2026 |
1
|
$160 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q2
|
8/6/2026 |
211
|
$700 M
|
| LETSON INVESTMENT MANAGEMENT, INC. |
2026 Q2
|
8/6/2026 |
104
|
$270 M
|
| BASS LEE M /TX/ |
2026 Q2
|
8/6/2026 |
1
|
$0
|
| Intelligence Driven Advisers, LLC |
2026 Q2
|
8/6/2026 |
140
|
$620 M
|
| TWIN CAPITAL MANAGEMENT INC |
2026 Q2
|
8/6/2026 |
269
|
$920 M
|
| WINSLOW ASSET MANAGEMENT INC |
2026 Q2
|
8/6/2026 |
82
|
$580 M
|
| First Nebraska Trust Co |
2009 Q1
|
8/6/2026 |
65
|
$130 M
|
| MANAGED ASSET PORTFOLIOS, LLC |
2026 Q2
|
8/6/2026 |
51
|
$870 M
|
| Carr Financial Group Corp |
2026 Q2
|
8/6/2026 |
182
|
$430 M
|
| Johnson Financial Group, LLC |
2026 Q2
|
8/6/2026 |
279
|
$1.9 B
|
| Cheviot Value Management, LLC |
2026 Q2
|
8/6/2026 |
443
|
$980 M
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/6/2026 |
816
|
$1.3 B
|
| 17 CAPITAL PARTNERS, LLC |
2026 Q2
|
8/6/2026 |
176
|
$220 M
|
| GS Investments, Inc. |
2026 Q2
|
8/6/2026 |
133
|
$140 M
|
| Lakewood Asset Management LLC |
2026 Q2
|
8/6/2026 |
127
|
$180 M
|
| Liberty Street Advisors, Inc. |
2026 Q2
|
8/6/2026 |
4
|
$510 M
|
| Patten Group, Inc. |
2026 Q2
|
8/6/2026 |
482
|
$640 M
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2026 Q2
|
8/6/2026 |
306
|
$760 M
|
| Morling Financial Advisors, LLC |
2026 Q2
|
8/6/2026 |
123
|
$360 M
|
| Balentine LLC |
2026 Q2
|
8/6/2026 |
243
|
$2.8 B
|
| Valence8 US LP |
2026 Q2
|
8/6/2026 |
15
|
$300 M
|
| Townsend Financial Planning, LLC |
2026 Q2
|
8/6/2026 |
30
|
$110 M
|
| Valmark Advisers, Inc. |
2026 Q2
|
8/6/2026 |
728
|
$9.4 B
|
| Trailhead Planners LLC |
2026 Q2
|
8/6/2026 |
57
|
$100 M
|
| Persium Advisors, LLC |
2026 Q2 - RESTATEMENT
|
8/6/2026 |
69
|
$150 M
|
| BASS SID R |
2026 Q2
|
8/6/2026 |
1
|
$2.6 M
|
| Urban Financial Advisory Corp |
2026 Q2
|
8/6/2026 |
54
|
$360 M
|
| Swisher Financial Concepts, Inc. |
2026 Q2
|
8/6/2026 |
107
|
$160 M
|
| GenTrust, LLC |
2026 Q2
|
8/6/2026 |
201
|
$2.6 B
|
| ICICI Prudential Asset Management Co Ltd |
2026 Q2
|
8/6/2026 |
157
|
$910 M
|
| Donalies Financial Planning, LLC |
2026 Q2
|
8/6/2026 |
78
|
$140 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
149
|
$290 M
|
| Capital Investment Advisors, LLC |
2026 Q2
|
8/6/2026 |
789
|
$7.6 B
|
| MOR Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
122
|
$250 M
|
| KLCM Advisors, Inc. |
2026 Q2
|
8/6/2026 |
303
|
$1.3 B
|
| Hartford Funds Management Co LLC |
2026 Q2
|
8/6/2026 |
102
|
$1.3 B
|
| Insight Wealth Partners, LLC |
2026 Q2
|
8/6/2026 |
135
|
$740 M
|
| Avise Financial Cooperative, Inc. |
2026 Q2
|
8/6/2026 |
114
|
$140 M
|