| Martin Capital Partners, LLC |
2026 Q1
|
4/7/2026 |
68
|
$270 k
|
| Employees Provident Fund Board |
2014 Q2
|
4/7/2026 |
56
|
$3.2 B
|
| Retirement Wealth Solutions LLC |
2026 Q1
|
4/7/2026 |
822
|
$160 M
|
| Ethos Capital Management, Inc. |
2026 Q1
|
4/7/2026 |
56
|
$120 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q1
|
4/7/2026 |
223
|
$890 M
|
| Employees Provident Fund Board |
2014 Q3
|
4/7/2026 |
54
|
$3.2 B
|
| Carolina Wealth Advisors, LLC |
2026 Q1
|
4/7/2026 |
278
|
$240 M
|
| Employees Provident Fund Board |
2014 Q4
|
4/7/2026 |
54
|
$3.3 B
|
| Capital Asset Managemnet, LLC |
2025 Q4
|
4/7/2026 |
74
|
$90 M
|
| Cooper Financial Group |
2026 Q1
|
4/7/2026 |
425
|
$990 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q1
|
4/7/2026 |
62
|
$980 M
|
| FIRST FINANCIAL CORP /IN/ |
2026 Q1
|
4/7/2026 |
413
|
$250 M
|
| Round Rock Advisors LLC |
2025 Q4 - RESTATEMENT
|
4/7/2026 |
326
|
$660 M
|
| PARK AVENUE SECURITIES LLC |
2026 Q1
|
4/7/2026 |
1,517
|
$13 M
|
| Seilern Investment Management Ltd |
2026 Q1
|
4/7/2026 |
24
|
$840 M
|
| Marex Group plc |
2024 Q3
|
4/7/2026 |
901
|
$4.4 B
|
| InTrack Investment Management Inc |
2026 Q1
|
4/6/2026 |
108
|
$180 M
|
| Rosenberg Matthew Hamilton |
2026 Q1
|
4/6/2026 |
799
|
$490 M
|
| Versant Capital Management, Inc |
2026 Q1
|
4/6/2026 |
2,777
|
$1.0 B
|
| Baring Financial LLC |
2026 Q1
|
4/6/2026 |
72
|
$160 M
|
| IFS Advisors, LLC |
2026 Q1
|
4/6/2026 |
217
|
$190 M
|
| MSRH, LLC |
2025 Q4
|
4/6/2026 |
28
|
$90 M
|
| CX Institutional |
2026 Q1
|
4/6/2026 |
1,548
|
$3.3 M
|
| ATMOS ADVISORY, LLC |
2026 Q1
|
4/6/2026 |
20
|
$180 M
|
| Washington Trust Advisors, Inc. |
2026 Q1
|
4/6/2026 |
870
|
$1.2 B
|
| WASHINGTON TRUST Co |
2026 Q1
|
4/6/2026 |
558
|
$3.0 B
|
| Karras Company, Inc. |
2026 Q1
|
4/6/2026 |
61
|
$99 M
|
| GREENHAVEN ASSOCIATES INC |
2026 Q1
|
4/6/2026 |
27
|
$6.1 B
|
| ACIMA PRIVATE WEALTH, LLC |
2026 Q1
|
4/6/2026 |
177
|
$320 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2026 Q1
|
4/6/2026 |
1,298
|
$390 M
|
| GAMMA Investing LLC |
2026 Q1
|
4/6/2026 |
4,110
|
$2.1 B
|
| STABLEFORD CAPITAL II LLC |
2026 Q1
|
4/6/2026 |
144
|
$270 M
|
| Old Port Advisors |
2026 Q1
|
4/6/2026 |
239
|
$430 M
|
| Sincerus Advisory, LLC |
2026 Q1
|
4/6/2026 |
76
|
$130 M
|
| Miller Global Investments, LLC |
2026 Q1
|
4/6/2026 |
279
|
$110 M
|
| Hiley Hunt Wealth Management |
2026 Q1
|
4/6/2026 |
47
|
$230 M
|
| Israel Discount Bank of New York |
2026 Q1
|
4/6/2026 |
43
|
$46 M
|
| Trust Co of the South |
2026 Q1
|
4/6/2026 |
146
|
$620 M
|
| HALL LAURIE J TRUSTEE |
2026 Q1
|
4/6/2026 |
270
|
$280 M
|
| PRIVATE CLIENT SERVICES, LLC |
2026 Q1
|
4/6/2026 |
208
|
$330 M
|
| Box Hill Private Wealth LLC |
2026 Q1
|
4/3/2026 |
66
|
$100 M
|
| First County Bank /CT/ |
2026 Q1
|
4/3/2026 |
374
|
$190 M
|
| ADIRONDACK TRUST CO |
2026 Q1
|
4/3/2026 |
631
|
$300 M
|
| Ridgewood Investments LLC |
2026 Q1
|
4/3/2026 |
208
|
$240 M
|
| Hickory Point Bank & Trust |
2026 Q1
|
4/3/2026 |
585
|
$150 M
|
| Coastline Trust Co |
2026 Q1
|
4/3/2026 |
578
|
$1.0 B
|
| Rise Advisors, LLC |
2026 Q1
|
4/3/2026 |
94
|
$280 M
|
| Investors Research Corp |
2026 Q1
|
4/3/2026 |
851
|
$520 M
|
| Global Wealth Strategies & Associates |
2026 Q1
|
4/3/2026 |
543
|
$410 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q1
|
4/3/2026 |
74
|
$450 M
|
| Employees Provident Fund Board |
2015 Q1
|
4/3/2026 |
49
|
$2.9 B
|
| Employees Provident Fund Board |
2015 Q2
|
4/3/2026 |
49
|
$2.9 B
|
| Employees Provident Fund Board |
2015 Q3
|
4/3/2026 |
46
|
$2.6 B
|
| Employees Provident Fund Board |
2015 Q4
|
4/3/2026 |
45
|
$2.9 B
|
| Ares Financial Consulting, LLC |
2026 Q1
|
4/2/2026 |
1,066
|
$130 M
|
| Seven Fleet Capital Management LP |
2025 Q4 - RESTATEMENT
|
4/2/2026 |
87
|
$150 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q1
|
4/2/2026 |
65
|
$300 M
|
| Cassady Wealth & Retirement Planning, LLC |
2025 Q4
|
4/2/2026 |
97
|
$150 M
|
| Noble Wealth Management PBC |
2026 Q1
|
4/2/2026 |
588
|
$200 M
|
| Silverleafe Capital Partners, LLC |
2026 Q1
|
4/2/2026 |
103
|
$340 M
|
| Somerset Trust Co |
2026 Q1
|
4/2/2026 |
222
|
$330 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q1
|
4/2/2026 |
156
|
$440 M
|
| Stash Investments, LLC |
2026 Q1
|
4/2/2026 |
5
|
$260 M
|
| Byrne Asset Management LLC |
2026 Q1
|
4/2/2026 |
569
|
$170 M
|
| Hilltop National Bank |
2026 Q1
|
4/2/2026 |
1,068
|
$420 M
|
| Ahara Advisors LLC |
2025 Q4
|
4/2/2026 |
50
|
$110 M
|
| Aspect Partners, LLC |
2026 Q1
|
4/2/2026 |
957
|
$240 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2026 Q1
|
4/2/2026 |
160
|
$1.1 M
|
| Soltis Investment Advisors LLC |
2025 Q4 - RESTATEMENT
|
4/2/2026 |
528
|
$1.5 B
|
| MJT & Associates Financial Advisory Group, Inc. |
2026 Q1
|
4/2/2026 |
442
|
$140 M
|
| Crumly & Associates Inc. |
2026 Q1
|
4/2/2026 |
200
|
$480 M
|
| McAlister, Sweet & Associates, Inc. |
2026 Q1
|
4/2/2026 |
32
|
$160 M
|
| Fulcrum Equity Management |
2026 Q1
|
4/2/2026 |
128
|
$100 M
|
| Stairway Partners, LLC |
2026 Q1
|
4/2/2026 |
18
|
$1.9 B
|
| NorthAvenue LLC |
2025 Q4
|
4/2/2026 |
375
|
$120 M
|
| Marex Group plc |
2024 Q1
|
4/2/2026 |
714
|
$3.1 B
|
| Marex Group plc |
2023 Q4
|
4/2/2026 |
855
|
$2.5 B
|
| Horizons Wealth Management |
2026 Q1
|
4/2/2026 |
173
|
$150 M
|
| Marex Group plc |
2023 Q3
|
4/2/2026 |
223
|
$710 M
|
| Marex Group plc |
2025 Q1
|
4/2/2026 |
1,054
|
$5.2 B
|
| Marex Group plc |
2024 Q4
|
4/2/2026 |
989
|
$5.9 B
|
| Marex Group plc |
2023 Q2
|
4/2/2026 |
233
|
$550 M
|
| Marex Group plc |
2023 Q1
|
4/2/2026 |
281
|
$760 M
|
| Marex Group plc |
2024 Q2
|
4/2/2026 |
931
|
$3.7 B
|
| Marex Group plc |
2022 Q4
|
4/2/2026 |
301
|
$700 M
|
| LBJ Family Wealth Advisors, Ltd. |
2026 Q1
|
4/1/2026 |
28
|
$170 k
|
| Mink Brook Asset Management LLC |
2026 Q1
|
4/1/2026 |
54
|
$180 M
|
| Royalty Pharma Sub-Manager, LLC |
2025 Q4
|
4/1/2026 |
4
|
$170 M
|
| Laurus Global Equity Management Inc. |
2026 Q1
|
4/1/2026 |
45
|
$100 M
|
| Robert B. Daugherty Foundation |
2026 Q1
|
4/1/2026 |
1
|
$100 M
|
| Aspen Wealth Management LLC |
2026 Q1
|
4/1/2026 |
124
|
$500 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2026 Q1
|
4/1/2026 |
392
|
$1.2 B
|
| Beacon Wealthcare LLC |
2026 Q1
|
4/1/2026 |
26
|
$280 M
|
| Vigilare Wealth Management |
2026 Q1
|
4/1/2026 |
109
|
$300 M
|
| BEACON FINANCIAL GROUP |
2025 Q4
|
4/1/2026 |
347
|
$1.0 B
|
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q1
|
4/1/2026 |
251
|
$290 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2026 Q1
|
4/1/2026 |
189
|
$490 M
|
| Bangor Savings Bank |
2026 Q1
|
4/1/2026 |
711
|
$1.3 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/1/2026 |
414
|
$6.4 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q1
|
4/1/2026 |
1
|
$9.8 M
|