| Paulson Wealth Management Inc. |
2025 Q4
|
2/5/2026 |
136
|
$430 M
|
| Donoghue Forlines LLC |
2025 Q4
|
2/5/2026 |
113
|
$320 M
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q4
|
2/5/2026 |
6
|
$150 M
|
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York |
2025 Q4
|
2/5/2026 |
2
|
$240 M
|
| SUMMIT WEALTH GROUP LLC / CO |
2025 Q3 - NEW HOLDINGS
|
2/5/2026 |
266
|
$650 M
|
| Fulcrum Asset Management LLP |
2025 Q4 - RESTATEMENT
|
2/5/2026 |
182
|
$360 M
|
| AMALGAMATED BANK |
2025 Q4
|
2/5/2026 |
2,983
|
$14 B
|
| Lynx Investment Advisory |
2025 Q4
|
2/5/2026 |
373
|
$180 M
|
| Mason & Associates Inc |
2025 Q4
|
2/5/2026 |
157
|
$530 M
|
| Owen LaRue, LLC |
2025 Q4
|
2/5/2026 |
120
|
$260 M
|
| Bright Futures Wealth Management, LLC. |
2025 Q4
|
2/5/2026 |
162
|
$140 M
|
| Passive Capital Management, LLC. |
2025 Q4
|
2/5/2026 |
94
|
$320 M
|
| KMT WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/5/2026 |
16
|
$190 M
|
| BlueChip Wealth Advisors LLC |
2025 Q4
|
2/5/2026 |
157
|
$240 M
|
| Qsemble Capital Management, LP |
2025 Q4
|
2/5/2026 |
465
|
$1.2 B
|
| Terra Alpha Investments LLC |
2025 Q4
|
2/5/2026 |
32
|
$98 M
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2025 Q4
|
2/5/2026 |
3,869
|
$160 B
|
| ISTHMUS PARTNERS, LLC |
2025 Q4
|
2/5/2026 |
214
|
$900 M
|
| Left Brain Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
85
|
$290 M
|
| Blue Water Asset Management |
2025 Q4
|
2/5/2026 |
104
|
$280 M
|
| BESSEMER GROUP INC |
2025 Q4
|
2/5/2026 |
9,738
|
$65 B
|
| PAX Financial Group, LLC |
2025 Q4
|
2/5/2026 |
207
|
$580 M
|
| Wealth Advisory Team LLC |
2025 Q4
|
2/5/2026 |
39
|
$110 M
|
| General Electric Co |
2025 Q4
|
2/5/2026 |
2
|
$660 M
|
| Heathbridge Capital Management Ltd. |
2025 Q4
|
2/5/2026 |
29
|
$260 M
|
| Pinnacle Financial Group, LLC / IL |
2025 Q4
|
2/5/2026 |
112
|
$340 M
|
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2025 Q4
|
2/5/2026 |
30
|
$110 M
|
| True Blue Financial, LLC |
2025 Q4
|
2/5/2026 |
51
|
$120 M
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2025 Q4
|
2/5/2026 |
67
|
$1.5 B
|
| Thayer Partners, LLC / MA |
2025 Q4
|
2/5/2026 |
90
|
$210 M
|
| LGT Fund Management Co Ltd. |
2025 Q4
|
2/5/2026 |
218
|
$1.3 B
|
| LGT Group Foundation |
2025 Q4
|
2/5/2026 |
1,084
|
$9.2 B
|
| Mount Lucas Management LP |
2025 Q4
|
2/5/2026 |
171
|
$250 M
|
| AustralianSuper Pty Ltd |
2025 Q4
|
2/5/2026 |
273
|
$22 B
|
| DAHRING | CUSMANO LLC |
2025 Q4
|
2/5/2026 |
49
|
$140 M
|
| AIHC Capital Management Ltd |
2025 Q4
|
2/5/2026 |
6
|
$110 M
|
| JCSD Capital, LLC |
2025 Q4
|
2/5/2026 |
29
|
$85 M
|
| Legacy Financial Group LLC |
2025 Q4
|
2/5/2026 |
118
|
$810 M
|
| SkyOak Wealth, LLC |
2025 Q4
|
2/5/2026 |
250
|
$560 M
|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2025 Q4
|
2/5/2026 |
26
|
$200 M
|
| Wealth Advisors of Iowa, LLC |
2025 Q4
|
2/5/2026 |
84
|
$300 M
|
| AM INVESTMENT STRATEGIES LLC |
2025 Q4
|
2/5/2026 |
116
|
$480 M
|
| Tejara Capital Ltd |
2025 Q4
|
2/5/2026 |
62
|
$420 M
|
| Fund Resources Investment Holding Group Co Ltd |
2025 Q4
|
2/5/2026 |
1
|
$100 M
|
| Thrivent Financial for Lutherans |
2025 Q4
|
2/5/2026 |
4,469
|
$56 B
|
| Arbejdsmarkedets Tillaegspension |
2025 Q4
|
2/5/2026 |
167
|
$3.9 B
|
| Delta Accumulation, LLC |
2025 Q4 - RESTATEMENT
|
2/5/2026 |
194
|
$2.7 B
|
| Yelin Lapidot Holdings Management Ltd. |
2025 Q4
|
2/5/2026 |
100
|
$500 M
|
| Syncona Portfolio Ltd |
2025 Q4
|
2/5/2026 |
2
|
$34 M
|
| Bank Julius Baer & Co. Ltd, Zurich |
2025 Q4
|
2/5/2026 |
644
|
$36 B
|
| Baader Bank Aktiengesellschaft |
2025 Q4
|
2/5/2026 |
436
|
$1.5 B
|
| Central Asset Investments & Management Holdings (HK) Ltd |
2025 Q4
|
2/5/2026 |
39
|
$150 M
|
| Wilson & Boucher Capital Management, LLC |
2025 Q4
|
2/4/2026 |
114
|
$150 M
|
| WIM INVESTMENT MANAGEMENT Ltd |
2025 Q4
|
2/4/2026 |
22
|
$390 M
|
| Financial Strategies Group, Inc. |
2025 Q4
|
2/4/2026 |
94
|
$550 M
|
| Fourier Capital Management Ltd |
2025 Q4
|
2/4/2026 |
20
|
$94 M
|
| Rakuten Group, Inc. |
2025 Q4
|
2/4/2026 |
4
|
$2.3 B
|
| Newport Asia LLC |
2025 Q4
|
2/4/2026 |
1
|
$2.2 M
|
| Western Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
831
|
$2.2 B
|
| Groupe Bruxelles Lambert |
2025 Q4
|
2/4/2026 |
1
|
$360 M
|
| Unconventional Investor, LLC |
2025 Q4
|
2/4/2026 |
47
|
$210 M
|
| Edge Financial Advisors LLC |
2024 Q2
|
2/4/2026 |
87
|
$97 M
|
| Astoria Strategic Wealth, Inc. |
2025 Q4
|
2/4/2026 |
35
|
$400 M
|
| Plancorp, LLC |
2025 Q4
|
2/4/2026 |
365
|
$3.3 B
|
| Bradyco, Inc. |
2025 Q4
|
2/4/2026 |
35
|
$81 M
|
| MONEYWISE, INC. |
2025 Q4
|
2/4/2026 |
82
|
$240 M
|
| E Fund Management (Hong Kong) Co., Ltd. |
2025 Q4
|
2/4/2026 |
397
|
$300 M
|
| BG Investment Services, LLC |
2025 Q4
|
2/4/2026 |
45
|
$110 M
|
| TrueWealth Financial Partners |
2025 Q4
|
2/4/2026 |
50
|
$120 M
|
| TFO Wealth Partners, LLC |
2025 Q4
|
2/4/2026 |
51
|
$670 M
|
| Stonebridge Financial Planning Group, LLC |
2025 Q4
|
2/4/2026 |
168
|
$280 M
|
| HighMark Wealth Management LLC |
2025 Q4
|
2/4/2026 |
588
|
$250 M
|
| Presper Financial Architects, LLC |
2025 Q4
|
2/4/2026 |
54
|
$180 M
|
| Sage Financial Management Group, Inc. |
2025 Q4
|
2/4/2026 |
58
|
$330 M
|
| Landmark Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
88
|
$260 M
|
| Proactive Wealth Strategies LLC |
2025 Q4
|
2/4/2026 |
152
|
$250 M
|
| Castle Rock Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
261
|
$460 M
|
| SFE Investment Counsel |
2025 Q4
|
2/4/2026 |
146
|
$650 M
|
| Freemont Management S.A. |
2025 Q4
|
2/4/2026 |
121
|
$570 M
|
| Idaho Trust Co |
2025 Q4
|
2/4/2026 |
145
|
$300 M
|
| Atlas Private Wealth Advisors |
2025 Q4
|
2/4/2026 |
134
|
$430 M
|
| Bayshore Capital Advisors, LLC |
2025 Q4
|
2/4/2026 |
34
|
$200 M
|
| Allworth Financial LP |
2025 Q4
|
2/4/2026 |
5,179
|
$24 B
|
| Powers Capital, LLC |
2025 Q4
|
2/4/2026 |
2
|
$220 M
|
| Clarion Wealth Managment Partners, LLC |
2025 Q4
|
2/4/2026 |
81
|
$110 M
|
| Financial Council, LLC |
2025 Q4
|
2/4/2026 |
101
|
$250 M
|
| PINNACLE ASSOCIATES LTD |
2025 Q4
|
2/4/2026 |
936
|
$7.8 B
|
| Mesirow Financial Investment Management, Inc. |
2025 Q4
|
2/4/2026 |
485
|
$4.9 B
|
| Wealthspring Capital LLC |
2025 Q4
|
2/4/2026 |
183
|
$420 M
|
| Flavin Financial Services, Inc. |
2025 Q4
|
2/4/2026 |
69
|
$150 M
|
| PCG Wealth Advisors, LLC |
2025 Q4
|
2/4/2026 |
152
|
$350 M
|
| Leeward Investments, LLC - MA |
2025 Q4
|
2/4/2026 |
141
|
$2.0 B
|
| Berman McAleer LLC |
2025 Q4
|
2/4/2026 |
162
|
$730 M
|
| Granite Bay Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
96
|
$420 M
|
| Johnson & White Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
111
|
$230 M
|
| Cornerstone Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
690
|
$1.9 B
|
| BluePrint Investing LLC |
2025 Q4
|
2/4/2026 |
26
|
$130 M
|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/4/2026 |
766
|
$12 B
|
| ACR Alpine Capital Research, LLC |
2025 Q4
|
2/4/2026 |
64
|
$6.4 B
|
| Avantax Planning Partners, Inc. |
2025 Q4
|
2/4/2026 |
437
|
$3.6 B
|