| FIDUCIARY FAMILY OFFICE, LLC |
2026 Q2
|
8/5/2026 |
177
|
$400 M
|
| Sollinda Capital Management LLC |
2026 Q2
|
8/5/2026 |
81
|
$470 M
|
| Stanley-Laman Group, Ltd. |
2026 Q2
|
8/5/2026 |
298
|
$980 M
|
| Collaborative Wealth Managment Inc. |
2026 Q2
|
8/5/2026 |
171
|
$240 M
|
| Bleakley Financial Group, LLC |
2026 Q2
|
8/5/2026 |
944
|
$7.9 B
|
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
2026 Q2
|
8/5/2026 |
270
|
$2.5 B
|
| Arrow Capital Pty Ltd |
2026 Q2
|
8/5/2026 |
25
|
$120 M
|
| Nalanda India Equity Fund Ltd |
2026 Q2
|
8/5/2026 |
1
|
$380 M
|
| KLINGENSTEIN FIELDS & CO LP |
2026 Q2
|
8/5/2026 |
265
|
$2.9 B
|
| BIRINYI ASSOCIATES INC |
2026 Q2
|
8/5/2026 |
61
|
$420 M
|
| Smithfield Trust Co |
2026 Q2
|
8/5/2026 |
1,321
|
$2.5 B
|
| SEIZERT CAPITAL PARTNERS, LLC |
2026 Q2
|
8/5/2026 |
181
|
$2.4 B
|
| SSA SWISS ADVISORS AG |
2026 Q2
|
8/5/2026 |
107
|
$270 M
|
| AMICA MUTUAL INSURANCE CO |
2026 Q2
|
8/5/2026 |
142
|
$1.2 B
|
| NORDEA INVESTMENT MANAGEMENT AB |
2026 Q2
|
8/5/2026 |
2,068
|
$120 B
|
| Alesco Advisors, LLC, An ESL Co |
2026 Q2
|
8/5/2026 |
230
|
$4.4 B
|
| BANK HAPOALIM BM |
2026 Q2
|
8/5/2026 |
122
|
$1.5 B
|
| Yunqi Capital Ltd |
2026 Q2
|
8/5/2026 |
4
|
$120 M
|
| Y.D. More Investments Ltd |
2026 Q2
|
8/5/2026 |
625
|
$3.2 B
|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2026 Q2
|
8/5/2026 |
37
|
$360 M
|
| R Squared Ltd |
2026 Q2
|
8/5/2026 |
509
|
$190 M
|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
2026 Q2
|
8/5/2026 |
72
|
$810 M
|
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
2026 Q2
|
8/5/2026 |
73
|
$2.4 B
|
| DAIDO LIFE INSURANCE CO |
2026 Q2
|
8/4/2026 |
6
|
$740 M
|
| Amitell Capital Pte Ltd |
2026 Q2
|
8/4/2026 |
26
|
$110 M
|
| Caitong International Asset Management Co., Ltd |
2026 Q2
|
8/4/2026 |
2,999
|
$730 M
|
| Synergy Financial Group, LTD |
2026 Q2
|
8/4/2026 |
119
|
$140 M
|
| GLYNN CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
43
|
$360 M
|
| 111 Capital |
2026 Q2
|
8/4/2026 |
488
|
$580 M
|
| Bronte Capital Management Pty Ltd. |
2026 Q2
|
8/4/2026 |
58
|
$930 M
|
| Divco West Real Estate Services, LLC |
2026 Q2
|
8/4/2026 |
4
|
$94 M
|
| Gagnon Advisors, LLC |
2026 Q2
|
8/4/2026 |
23
|
$160 M
|
| Midwest Trust Co |
2026 Q2
|
8/4/2026 |
606
|
$8.8 B
|
| VCI Wealth Management LLC |
2026 Q2
|
8/4/2026 |
99
|
$400 M
|
| Compass Financial Group, INC/SD |
2026 Q2
|
8/4/2026 |
119
|
$870 M
|
| White Lighthouse Investment Management Inc. |
2026 Q2
|
8/4/2026 |
151
|
$800 M
|
| AVISO WEALTH MANAGEMENT |
2026 Q2
|
8/4/2026 |
144
|
$290 M
|
| Blom & Howell Financial Planning, Inc. |
2026 Q2
|
8/4/2026 |
67
|
$120 M
|
| GAGNON SECURITIES LLC |
2026 Q2
|
8/4/2026 |
85
|
$520 M
|
| SACKS & ASSOCIATES, LLC |
2026 Q2
|
8/4/2026 |
80
|
$150 M
|
| Gallagher Capital Advisors, LLC |
2026 Q2
|
8/4/2026 |
71
|
$170 M
|
| LFG Wealth Partners, LLC |
2026 Q2
|
8/4/2026 |
98
|
$210 M
|
| FINANCIAL COUNSELORS INC |
2026 Q2
|
8/4/2026 |
13
|
$73 M
|
| Wedbush Fund Advisers, LLC |
2026 Q1
|
8/4/2026 |
77
|
$860 M
|
| Audent Global Asset Management, LLC |
2026 Q2
|
8/4/2026 |
46
|
$90 M
|
| Eaton Financial Holdings Company, LLC |
2026 Q2
|
8/4/2026 |
134
|
$360 M
|
| Flagship Private Wealth, LLC |
2026 Q2
|
8/4/2026 |
116
|
$280 M
|
| Fox Financial, Inc |
2026 Q2
|
8/4/2026 |
12
|
$140 M
|
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
2026 Q2
|
8/4/2026 |
68
|
$780 M
|
| MINDSET WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/4/2026 |
191
|
$520 M
|
| MERIDIAN MANAGEMENT CO |
2026 Q2
|
8/4/2026 |
112
|
$450 M
|
| CARRET ASSET MANAGEMENT, LLC |
2026 Q2
|
8/4/2026 |
309
|
$1.1 B
|
| BELLEVUE ASSET MANAGEMENT, LLC |
2026 Q2
|
8/4/2026 |
578
|
$220 M
|
| REAP Financial Group, LLC |
2026 Q2
|
8/4/2026 |
542
|
$590 M
|
| GARDA CAPITAL PARTNERS LP |
2026 Q2
|
8/4/2026 |
12
|
$290 M
|
| Hedeker Wealth, LLC |
2026 Q2
|
8/4/2026 |
92
|
$520 M
|
| ARCH CAPITAL GROUP LTD. |
2026 Q2
|
8/4/2026 |
4
|
$290 M
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2026 Q2
|
8/4/2026 |
159
|
$600 M
|
| AMANSA CAPITAL PTE. LTD. |
2026 Q2
|
8/4/2026 |
2
|
$230 M
|
| RPg Family Wealth Advisory, LLC |
2026 Q2
|
8/4/2026 |
129
|
$480 M
|
| TRANSCEND CAPITAL ADVISORS, LLC |
2026 Q2
|
8/4/2026 |
818
|
$1.5 B
|
| Garrett Wealth Advisory Group, LLC |
2026 Q2
|
8/4/2026 |
150
|
$650 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/4/2026 |
242
|
$340 M
|
| ENGLISH CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
36
|
$220 M
|
| SYM FINANCIAL Corp |
2026 Q2
|
8/4/2026 |
531
|
$1.2 B
|
| GPI CAPITAL, L.P. |
2026 Q2
|
8/4/2026 |
1
|
$0
|
| JACKSON HILL ADVISORS, LLC |
2026 Q2
|
8/4/2026 |
13
|
$200 M
|
| Vodafone Ventures Ltd |
2026 Q2
|
8/4/2026 |
1
|
$490 M
|
| Evergreen Advisors, LLC |
2026 Q2
|
8/4/2026 |
31
|
$470 M
|
| Alliance Wealth Management Group |
2026 Q2
|
8/4/2026 |
103
|
$510 M
|
| Strategic Wealth Investment Group, LLC |
2026 Q2
|
8/4/2026 |
104
|
$820 M
|
| HORIZON BANCORP INC /IN/ |
2026 Q2
|
8/4/2026 |
197
|
$210 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2026 Q2
|
8/4/2026 |
4,413
|
$200 B
|
| Hilton Capital Management, LLC |
2026 Q2
|
8/4/2026 |
135
|
$1.5 B
|
| Windward Private Wealth Management Inc. |
2026 Q2
|
8/4/2026 |
43
|
$310 M
|
| Spectrum Asset Management, Inc. |
2026 Q2
|
8/4/2026 |
4
|
$70 M
|
| NOESIS CAPITAL MANGEMENT CORP |
2026 Q2
|
8/4/2026 |
124
|
$830 M
|
| Mattson Financial Services, LLC |
2026 Q2
|
8/4/2026 |
235
|
$480 M
|
| FOX RUN MANAGEMENT, L.L.C. |
2026 Q2
|
8/4/2026 |
891
|
$600 M
|
| Community Bank & Trust, Waco, Texas |
2026 Q2
|
8/4/2026 |
168
|
$550 M
|
| Ravenstone Capital Management Inc. |
2026 Q2
|
8/4/2026 |
54
|
$240 M
|
| Gaddis Premier Wealth Advisors LLC |
2026 Q2
|
8/4/2026 |
99
|
$160 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2026 Q2
|
8/4/2026 |
1,698
|
$5.4 B
|
| Westover Capital Advisors, LLC |
2026 Q2
|
8/4/2026 |
240
|
$600 M
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2026 Q2
|
8/4/2026 |
85
|
$340 M
|
| Juno Financial Group LLC |
2026 Q2
|
8/4/2026 |
73
|
$280 M
|
| TOWERVIEW LLC |
2026 Q2
|
8/4/2026 |
17
|
$150 M
|
| North Dakota State Investment Board |
2026 Q2
|
8/4/2026 |
826
|
$2.5 B
|
| USA FINANCIAL FORMULAS |
2026 Q2
|
8/4/2026 |
412
|
$550 M
|
| Rollins Financial Advisors, LLC |
2026 Q2
|
8/4/2026 |
168
|
$760 M
|
| AXON CAPITAL LP |
2026 Q2
|
8/4/2026 |
11
|
$74 M
|
| First Nebraska Trust Co |
2010 Q1
|
8/4/2026 |
73
|
$190 M
|
| Declaration Partners LP |
2026 Q2
|
8/4/2026 |
1
|
$11 M
|
| ACCOUNT MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
22
|
$99 M
|
| Golden Reserve Retirement LLC |
2026 Q2
|
8/4/2026 |
112
|
$630 M
|
| New Paradigm Capital Management, LLC |
2026 Q2
|
8/4/2026 |
22
|
$47 M
|
| Investment Research Partners LLC |
2026 Q2
|
8/4/2026 |
278
|
$300 M
|
| INVESTED ADVISORS |
2026 Q2
|
8/4/2026 |
152
|
$110 M
|
| STEINBERGANNA WEALTH MANAGEMENT |
2026 Q2
|
8/4/2026 |
139
|
$250 M
|
| Summit Wealth Group, LLC |
2026 Q2
|
8/4/2026 |
129
|
$490 M
|