| Bellars Harris Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
96
|
$490 M
|
| GSA CAPITAL PARTNERS LLP |
2026 Q2
|
8/6/2026 |
1,692
|
$1.6 B
|
| SUTTON PLACE INVESTORS LLC |
2026 Q2
|
8/6/2026 |
148
|
$210 M
|
| STUART INVESTMENT ADVISORS, INC. |
2026 Q2
|
8/6/2026 |
21
|
$250 M
|
| LANGLEY WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/6/2026 |
130
|
$15 M
|
| Ashford Advisors, LLC |
2026 Q2
|
8/6/2026 |
23
|
$480 M
|
| Russell Investments Group, Ltd. |
2026 Q2
|
8/6/2026 |
23,960
|
$110 B
|
| Orca Investment Management, LLC |
2026 Q2
|
8/6/2026 |
60
|
$140 M
|
| STONERIDGE INVESTMENT PARTNERS LLC |
2026 Q2
|
8/6/2026 |
146
|
$150 M
|
| Summit Asset Management, LLC |
2026 Q2
|
8/6/2026 |
183
|
$780 M
|
| Andar Capital Management HK Ltd |
2026 Q2
|
8/6/2026 |
13
|
$1.3 B
|
| S&CO INC |
2026 Q2
|
8/6/2026 |
222
|
$1.7 B
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2026 Q2
|
8/6/2026 |
26
|
$100 M
|
| Working Capital Advisors (UK) Ltd. |
2026 Q2
|
8/6/2026 |
3
|
$58 M
|
| ABN AMRO Bank N.V. |
2026 Q2
|
8/6/2026 |
231
|
$7.7 B
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2026 Q2
|
8/6/2026 |
77
|
$760 M
|
| Universal- Beteiligungs- und Servicegesellschaft mbH |
2026 Q2
|
8/6/2026 |
2,122
|
$65 B
|
| HS Management Partners, LLC |
2026 Q2
|
8/6/2026 |
24
|
$290 M
|
| AMF Tjanstepension AB |
2026 Q2
|
8/6/2026 |
121
|
$17 B
|
| Marcho Partners LLP |
2026 Q2
|
8/6/2026 |
6
|
$180 M
|
| NLB Skladi, upravljanje premozenja, d.o.o. |
2026 Q2
|
8/6/2026 |
358
|
$2.6 B
|
| APEIRON CAPITAL Ltd |
2026 Q2
|
8/6/2026 |
14
|
$160 M
|
| Mitsubishi UFJ Trust & Banking Corp |
2026 Q2
|
8/6/2026 |
2,040
|
$46 B
|
| All-Stars Investment Ltd |
2026 Q2
|
8/6/2026 |
11
|
$200 M
|
| ANTIPODES PARTNERS Ltd |
2026 Q2
|
8/6/2026 |
135
|
$5.5 B
|
| Quantedge Capital Pte Ltd |
2026 Q2
|
8/6/2026 |
49
|
$130 M
|
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
2026 Q2
|
8/6/2026 |
151
|
$490 M
|
| LIBERTY WEALTH MANAGEMENT LLC |
2026 Q2
|
8/5/2026 |
268
|
$800 M
|
| Cumberland Partners Ltd |
2026 Q2
|
8/6/2026 |
240
|
$1.5 B
|
| PFC CAPITAL GROUP, INC. |
2026 Q2
|
8/5/2026 |
89
|
$260 M
|
| Yong Rong (HK) Asset Management Ltd |
2026 Q2
|
8/5/2026 |
15
|
$120 M
|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
2026 Q2
|
8/5/2026 |
184
|
$5.6 B
|
| Evernest Financial Advisors, LLC |
2026 Q2
|
8/5/2026 |
191
|
$480 M
|
| WIM INVESTMENT MANAGEMENT Ltd |
2026 Q2
|
8/5/2026 |
26
|
$310 M
|
| Blind Man Capital, LLC |
2026 Q2
|
8/5/2026 |
1
|
$0
|
| Montis Financial, LLC |
2026 Q2
|
8/5/2026 |
152
|
$490 M
|
| Ironwood Investment Counsel, LLC |
2026 Q2
|
8/5/2026 |
269
|
$760 M
|
| Mowery & Schoenfeld Wealth Management, LLC |
2026 Q2
|
8/5/2026 |
363
|
$73 M
|
| Gold Investment Management Ltd. |
2026 Q2
|
8/5/2026 |
202
|
$370 M
|
| SPX Gestao de Recursos Ltda |
2026 Q2
|
8/5/2026 |
88
|
$900 M
|
| FIDELITY D & D BANCORP INC |
2026 Q2
|
8/5/2026 |
174
|
$290 M
|
| Keystone Financial Services |
2026 Q2
|
8/5/2026 |
283
|
$390 M
|
| GRITSTONE ASSET MANAGEMENT LLC |
2026 Q2
|
8/5/2026 |
174
|
$100 M
|
| Endowment Wealth Management, Inc. |
2026 Q2
|
8/5/2026 |
189
|
$260 M
|
| Pegasus Asset Management, Inc. |
2026 Q1 - RESTATEMENT
|
8/5/2026 |
67
|
$310 M
|
| COWA, LLC |
2026 Q2
|
8/5/2026 |
181
|
$400 M
|
| Pegasus Asset Management, Inc. |
2025 Q3 - RESTATEMENT
|
8/5/2026 |
69
|
$310 M
|
| SMART Wealth LLC |
2026 Q2
|
8/5/2026 |
222
|
$460 M
|
| Pegasus Asset Management, Inc. |
2025 Q4 - RESTATEMENT
|
8/5/2026 |
68
|
$320 M
|
| Pegasus Asset Management, Inc. |
2026 Q2
|
8/5/2026 |
75
|
$350 M
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/5/2026 |
716
|
$800 M
|
| Socha Financial Group, LLC |
2026 Q2
|
8/5/2026 |
14
|
$250 M
|
| CEERA INVESTMENTS, LLC |
2026 Q2
|
8/5/2026 |
101
|
$240 M
|
| Canton Hathaway, LLC |
2026 Q2
|
8/5/2026 |
284
|
$520 M
|
| Guardian Wealth Advisors, LLC |
2026 Q2
|
8/5/2026 |
66
|
$200 M
|
| Ketron Financial |
2026 Q2
|
8/5/2026 |
64
|
$320 M
|
| Financial Freedom, LLC |
2026 Q2
|
8/5/2026 |
107
|
$220 M
|
| Tevis Investment Management |
2026 Q2
|
8/5/2026 |
104
|
$180 M
|
| VeraBank, N.A. |
2026 Q2
|
8/5/2026 |
244
|
$600 M
|
| WPG Advisers, LLC |
2026 Q2
|
8/5/2026 |
1,549
|
$170 M
|
| Red Wave Investments LLC |
2026 Q2
|
8/5/2026 |
122
|
$390 M
|
| DecisionPoint Financial, LLC |
2026 Q2
|
8/5/2026 |
1,429
|
$540 M
|
| AlTi Global, Inc. |
2026 Q2
|
8/5/2026 |
811
|
$4.8 B
|
| HighTower Advisors, LLC |
2026 Q2
|
8/5/2026 |
3,797
|
$100 B
|
| Pier Capital, LLC |
2026 Q2
|
8/5/2026 |
129
|
$750 M
|
| NorthStar Asset Management LLC /NJ/ |
2026 Q2
|
8/5/2026 |
106
|
$250 M
|
| Advisor OS, LLC |
2026 Q2
|
8/5/2026 |
2,339
|
$1.5 B
|
| Up Capital Management, Inc. |
2026 Q2
|
8/5/2026 |
20
|
$130 M
|
| Alexander Randolph Advisory, Inc. |
2026 Q2
|
8/5/2026 |
41
|
$120 M
|
| TANDEMGROWTH FINANCIAL ADVISORS LLC |
2026 Q2
|
8/5/2026 |
27
|
$120 M
|
| Weil Company, Inc. |
2026 Q2
|
8/5/2026 |
133
|
$570 M
|
| Paragon Capital Management LLC |
2026 Q2
|
8/5/2026 |
60
|
$220 M
|
| Gruss & Co., LLC |
2026 Q2
|
8/5/2026 |
36
|
$41 M
|
| Vigil Wealth Management, LLC |
2026 Q2
|
8/5/2026 |
81
|
$140 M
|
| RIK SAYLOR FINANCIAL, INC. |
2026 Q2
|
8/5/2026 |
89
|
$150 M
|
| BLB&B Advisors, LLC |
2026 Q2
|
8/5/2026 |
402
|
$2.7 B
|
| SMH CAPITAL ADVISORS INC |
2026 Q2
|
8/5/2026 |
54
|
$26 M
|
| Convergence Financial, LLC |
2026 Q2
|
8/5/2026 |
272
|
$1.3 B
|
| WealthSpring Partners, LLC |
2026 Q2
|
8/5/2026 |
71
|
$120 M
|
| Renaissance Capital LLC |
2026 Q2
|
8/5/2026 |
52
|
$180 M
|
| Bridgewater Advisors Inc. |
2026 Q2
|
8/5/2026 |
478
|
$1.8 B
|
| TBH Global Asset Management, LLC |
2026 Q2
|
8/5/2026 |
263
|
$550 M
|
| Triton Wealth Management, PLLC |
2026 Q2
|
8/5/2026 |
133
|
$330 M
|
| SFE Investment Counsel |
2026 Q2
|
8/5/2026 |
152
|
$740 M
|
| Walter Public Investments Inc. |
2026 Q2
|
8/5/2026 |
53
|
$420 M
|
| Retirement Planning Group, LLC |
2026 Q2
|
8/5/2026 |
543
|
$3.9 B
|
| Goehring & Rozencwajg Associates, LLC |
2026 Q2
|
8/5/2026 |
41
|
$1.7 B
|
| Fourth Sail Capital LP |
2026 Q2
|
8/5/2026 |
26
|
$660 M
|
| Journey Beyond Wealth, LLC |
2026 Q2
|
8/5/2026 |
30
|
$130 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2026 Q2 - NEW HOLDINGS
|
8/5/2026 |
31
|
$3.7 B
|
| Brown University |
2026 Q2
|
8/5/2026 |
13
|
$110 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2026 Q2
|
8/5/2026 |
311
|
$3.5 B
|
| LTG Capital LLC |
2026 Q2
|
8/5/2026 |
24
|
$150 M
|
| COLRAIN CAPITAL LLC |
2026 Q2
|
8/5/2026 |
25
|
$300 M
|
| STONEBRIDGE ADVISORS LLC |
2026 Q2
|
8/5/2026 |
3
|
$83 M
|
| Norris Financial Group, LLC |
2026 Q2
|
8/5/2026 |
82
|
$250 M
|
| Aspire Capital Advisors LLC |
2026 Q2
|
8/5/2026 |
134
|
$510 M
|
| Risk Paradigm Group, LLC |
2026 Q2
|
8/5/2026 |
57
|
$130 M
|
| Innovative Asset Advisors Group, LLC |
2026 Q2
|
8/5/2026 |
287
|
$230 M
|
| CALDWELL SUTTER CAPITAL, INC. |
2026 Q2
|
8/5/2026 |
930
|
$270 M
|