| Van Diest Capital, LLC |
2025 Q4
|
2/19/2026 |
138
|
$67 M
|
| Compound Planning, Inc. |
2025 Q4
|
2/19/2026 |
2,175
|
$3.4 B
|
| Claris Financial LLC |
2025 Q4
|
2/19/2026 |
178
|
$190 M
|
| Connective Capital Management, LLC |
2025 Q4
|
2/19/2026 |
57
|
$170 M
|
| TMB Capital Partners, LLC |
2025 Q4
|
2/19/2026 |
169
|
$290 M
|
| Briggs Wealth Management, Inc |
2025 Q4
|
2/19/2026 |
54
|
$93 M
|
| ATX Financial Planning, LLC |
2025 Q4
|
2/19/2026 |
87
|
$130 M
|
| Torrey-Payne Wealth Management, LLC |
2025 Q4
|
2/19/2026 |
39
|
$110 M
|
| VCU Investment Management Co |
2025 Q4
|
2/19/2026 |
2
|
$85 M
|
| Invesco Ltd. |
2025 Q4
|
2/19/2026 |
23,487
|
$650 B
|
| Michels Family Financial, LLC |
2025 Q4
|
2/19/2026 |
136
|
$140 M
|
| Evansbrook LLC |
2025 Q4
|
2/19/2026 |
113
|
$150 M
|
| Rare Wolf Capital LLC |
2025 Q4
|
2/19/2026 |
123
|
$160 M
|
| Harbour Wealth Management Group, Inc. |
2025 Q4
|
2/19/2026 |
91
|
$130 M
|
| CBM Financial, LLC |
2025 Q4
|
2/19/2026 |
16
|
$150 M
|
| Spinecap SAS |
2025 Q4
|
2/19/2026 |
13
|
$230 M
|
| Spinecap SAS |
2025 Q3
|
2/19/2026 |
13
|
$230 M
|
| Lexington Hill Partners, LLC |
2025 Q4
|
2/19/2026 |
67
|
$130 M
|
| First Growth Capital LLC |
2025 Q4
|
2/19/2026 |
121
|
$110 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
1,043
|
$5.8 B
|
| Headwater Capital Co Ltd |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
17
|
$480 M
|
| Aznar Financial Advisors, LLC |
2025 Q4
|
2/18/2026 |
31
|
$100 M
|
| Smith Asset Management Co., LLC |
2025 Q4
|
2/18/2026 |
70
|
$120 M
|
| Jacobs Equity LLC |
2025 Q4
|
2/18/2026 |
106
|
$100 M
|
| Himalaya Capital Management LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
9
|
$3.6 B
|
| Corient Private Wealth LLC |
2025 Q4
|
2/18/2026 |
5,244
|
$75 B
|
| Birchwood Financial Partners, Inc. |
2025 Q4
|
2/18/2026 |
352
|
$100 M
|
| Electron Capital Partners, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
40
|
$2.2 B
|
| Alberta Investment Management Corp |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
747
|
$17 B
|
| ROBOTTI ROBERT |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
79
|
$560 M
|
| Little Harbor Advisors, LLC |
2025 Q4
|
2/18/2026 |
8
|
$190 M
|
| CrossGen Wealth, LLC |
2025 Q4
|
2/18/2026 |
198
|
$110 M
|
| Plotkin Financial Advisors, LLC |
2025 Q4
|
2/18/2026 |
101
|
$200 M
|
| Royal Harbor Partners, LLC |
2025 Q4
|
2/18/2026 |
51
|
$300 M
|
| Ironclad Investments LLC |
2025 Q4
|
2/18/2026 |
3
|
$210 M
|
| Andrews Advisory Associates, LLC |
2025 Q4
|
2/18/2026 |
81
|
$190 M
|
| Onyx Bridge Wealth Group LLC |
2025 Q4
|
2/18/2026 |
487
|
$940 M
|
| Wealthspire Retirement, LLC |
2025 Q4
|
2/18/2026 |
305
|
$1.6 B
|
| ORACLE INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/18/2026 |
22
|
$170 M
|
| Grand Central Investment Group |
2025 Q4
|
2/18/2026 |
43
|
$140 M
|
| Kastel Capital Advisors, LLC |
2025 Q4
|
2/18/2026 |
55
|
$160 M
|
| TAM Capital Management Inc. |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
8
|
$170 M
|
| Wealth Intelligence, LLC |
2025 Q4
|
2/18/2026 |
55
|
$200 M
|
| VR Advisory Services Ltd |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
37
|
$630 M
|
| FULLER & THALER ASSET MANAGEMENT, INC. |
2025 Q4 - NEW HOLDINGS
|
2/18/2026 |
498
|
$30 B
|
| Pinnacle Financial Partners, Inc. |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
2,477
|
$13 B
|
| NewEdge Advisors, LLC |
2025 Q4
|
2/18/2026 |
4,214
|
$28 B
|
| Veratis Advisors, Inc. |
2025 Q4
|
2/18/2026 |
75
|
$130 M
|
| Crusonia Wealth Advisors LLC |
2025 Q4
|
2/18/2026 |
226
|
$460 M
|
| Hershey Financial Advisers, LLC |
2025 Q4
|
2/18/2026 |
134
|
$120 M
|
| Strong Retirement Solutions LLC |
2025 Q4
|
2/18/2026 |
84
|
$150 M
|
| ADAR1 Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
270
|
$1.4 B
|
| Sunstone Asset Management, L.P. |
2025 Q4
|
2/18/2026 |
61
|
$100 M
|
| CIM, LLC |
2025 Q4
|
2/18/2026 |
171
|
$760 M
|
| ALPHA CAPITAL ADVISORS INC /ADV |
2025 Q4
|
2/18/2026 |
33
|
$110 M
|
| Empowered Funds, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
3,248
|
$5.9 B
|
| CAT ROCK CAPITAL MANAGEMENT LP |
2025 Q4
|
2/18/2026 |
16
|
$700 M
|
| KVP Capital Advisors, LP |
2025 Q4
|
2/18/2026 |
27
|
$100 M
|
| Lynrock Lake LP |
2025 Q4 - NEW HOLDINGS
|
2/18/2026 |
1
|
$510 k
|
| VestGen Investment Management |
2025 Q4
|
2/18/2026 |
197
|
$180 M
|
| Garton & Associates Financial Advisors LLC |
2025 Q4
|
2/18/2026 |
1,507
|
$180 M
|
| KKM Financial LLC |
2025 Q4
|
2/18/2026 |
170
|
$560 M
|
| Pacific Excel Wealth Advisors, Inc. |
2025 Q4
|
2/18/2026 |
90
|
$53 M
|
| Millennium Capital Advisors, LLC |
2025 Q3
|
2/18/2026 |
130
|
$170 M
|
| Millennium Capital Advisors, LLC |
2025 Q2
|
2/18/2026 |
121
|
$150 M
|
| Skyview Financial Group LLC |
2025 Q4
|
2/18/2026 |
57
|
$97 M
|
| Millennium Capital Advisors, LLC |
2025 Q1
|
2/18/2026 |
114
|
$140 M
|
| Millennium Capital Advisors, LLC |
2024 Q4
|
2/18/2026 |
117
|
$150 M
|
| Millennium Capital Advisors, LLC |
2024 Q3
|
2/18/2026 |
123
|
$150 M
|
| Millennium Capital Advisors, LLC |
2024 Q2
|
2/18/2026 |
122
|
$150 M
|
| Millennium Capital Advisors, LLC |
2024 Q1
|
2/18/2026 |
120
|
$140 M
|
| Millennium Capital Advisors, LLC |
2023 Q4
|
2/18/2026 |
117
|
$130 M
|
| Millennium Capital Advisors, LLC |
2023 Q3
|
2/18/2026 |
109
|
$120 M
|
| Adventist Health System/ West |
2025 Q4
|
2/18/2026 |
8
|
$590 M
|
| Millennium Capital Advisors, LLC |
2023 Q2
|
2/18/2026 |
104
|
$120 M
|
| Millennium Capital Advisors, LLC |
2023 Q1
|
2/18/2026 |
102
|
$110 M
|
| Millennium Capital Advisors, LLC |
2022 Q4
|
2/18/2026 |
92
|
$99 M
|
| Millennium Capital Advisors, LLC |
2022 Q3
|
2/18/2026 |
90
|
$95 M
|
| Millennium Capital Advisors, LLC |
2022 Q2
|
2/18/2026 |
93
|
$100 M
|
| Millennium Capital Advisors, LLC |
2022 Q1
|
2/18/2026 |
100
|
$120 M
|
| Millennium Capital Advisors, LLC |
2021 Q4
|
2/18/2026 |
106
|
$130 M
|
| Financial Planning Fort Collins, LLC |
2025 Q4
|
2/18/2026 |
31
|
$110 M
|
| Cederberg Capital Ltd |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
9
|
$310 M
|
| Caitlin John, LLC |
2025 Q4
|
2/18/2026 |
1,208
|
$150 M
|
| Nalanda India Equity Fund Ltd |
2025 Q4
|
2/18/2026 |
1
|
$640 M
|
| Virtue Capital Management, LLC |
2025 Q3 - RESTATEMENT
|
2/18/2026 |
298
|
$630 M
|
| Virtue Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
308
|
$650 M
|
| DCM Advisors, LLC |
2025 Q4
|
2/18/2026 |
38
|
$240 M
|
| Galaxy Group Investments LLC |
2025 Q4
|
2/18/2026 |
113
|
$960 M
|
| SOF Ltd |
2025 Q4
|
2/18/2026 |
1
|
$290 M
|
| Corecam AG |
2025 Q4
|
2/18/2026 |
46
|
$100 M
|
| NAYA CAPITAL MANAGEMENT UK LTD |
2025 Q4
|
2/18/2026 |
5
|
$1.3 B
|
| Arohi Asset Management PTE Ltd. |
2025 Q4
|
2/18/2026 |
6
|
$330 M
|
| Achmea Investment Management B.V. |
2025 Q4
|
2/18/2026 |
123
|
$3.9 B
|
| Front Street Capital Management, Inc. |
2025 Q4
|
2/18/2026 |
73
|
$700 M
|
| Braeburn Wealth Management LLC |
2025 Q4
|
2/18/2026 |
84
|
$200 M
|
| Vident Advisory, LLC |
2025 Q4
|
2/18/2026 |
4,001
|
$11 B
|
| Beacon Pointe Advisors, LLC |
2025 Q4
|
2/18/2026 |
1,504
|
$14 B
|
| FAS Wealth Partners, Inc. |
2025 Q4
|
2/18/2026 |
513
|
$1.5 B
|
| KITCHING PARTNERS, LLC |
2025 Q4
|
2/18/2026 |
42
|
$110 M
|