| LEIGH BALDWIN & CO., LLC |
2026 Q1
|
5/20/2026 |
163
|
$150 M
|
| FinArc Investments, Inc. |
2026 Q1
|
5/20/2026 |
43
|
$100 M
|
| RMR Capital Management, LLC |
2026 Q1
|
5/20/2026 |
75
|
$140 M
|
| Oaktree Fund Advisors, LLC |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
14
|
$57 M
|
| OAKTREE CAPITAL MANAGEMENT LP |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
147
|
$6.6 B
|
| Arete Wealth Advisors, LLC |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
321
|
$1.3 B
|
| Union Heritage Capital, LLC |
2026 Q1
|
5/20/2026 |
62
|
$270 M
|
| January Capital Advisors LLC |
2026 Q1
|
5/20/2026 |
52
|
$74 M
|
| Norris Financial Group, LLC |
2021 Q1
|
5/20/2026 |
79
|
$140 M
|
| Norris Financial Group, LLC |
2021 Q2
|
5/20/2026 |
82
|
$150 M
|
| Norris Financial Group, LLC |
2021 Q3
|
5/20/2026 |
83
|
$150 M
|
| SHUTTLEWORTH & Co |
2026 Q1
|
5/20/2026 |
52
|
$110 M
|
| Norris Financial Group, LLC |
2021 Q4
|
5/20/2026 |
86
|
$170 M
|
| Hobbs Group Advisors, LLC |
2026 Q1
|
5/20/2026 |
160
|
$330 M
|
| Norris Financial Group, LLC |
2022 Q1
|
5/20/2026 |
84
|
$170 M
|
| Norris Financial Group, LLC |
2022 Q2
|
5/20/2026 |
66
|
$120 M
|
| Norris Financial Group, LLC |
2022 Q3
|
5/20/2026 |
67
|
$110 M
|
| Norris Financial Group, LLC |
2022 Q4
|
5/20/2026 |
68
|
$120 M
|
| Norris Financial Group, LLC |
2023 Q1
|
5/20/2026 |
66
|
$140 M
|
| Norris Financial Group, LLC |
2023 Q2
|
5/20/2026 |
63
|
$140 M
|
| Norris Financial Group, LLC |
2023 Q3
|
5/20/2026 |
63
|
$140 M
|
| Norris Financial Group, LLC |
2023 Q4
|
5/20/2026 |
67
|
$160 M
|
| Norris Financial Group, LLC |
2024 Q1
|
5/20/2026 |
74
|
$180 M
|
| Norris Financial Group, LLC |
2024 Q2
|
5/20/2026 |
78
|
$190 M
|
| Liontrust Investment Partners LLP |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
196
|
$5.9 B
|
| Norris Financial Group, LLC |
2024 Q3
|
5/20/2026 |
76
|
$200 M
|
| Norris Financial Group, LLC |
2024 Q4
|
5/20/2026 |
82
|
$210 M
|
| Norris Financial Group, LLC |
2025 Q1
|
5/20/2026 |
85
|
$210 M
|
| Norris Financial Group, LLC |
2025 Q2
|
5/20/2026 |
82
|
$240 M
|
| Norris Financial Group, LLC |
2025 Q3
|
5/20/2026 |
98
|
$270 M
|
| Norris Financial Group, LLC |
2025 Q4
|
5/20/2026 |
97
|
$290 M
|
| Norris Financial Group, LLC |
2026 Q1
|
5/20/2026 |
97
|
$310 M
|
| ION Crossover Partners Ltd |
2026 Q1
|
5/20/2026 |
4
|
$37 M
|
| ION Crossover Partners Ltd |
2025 Q4
|
5/20/2026 |
4
|
$78 M
|
| Vivo Capital, LLC |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
46
|
$1.2 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2025 Q4
|
5/20/2026 |
776
|
$37 B
|
| E20 Capital Ltd |
2026 Q1
|
5/20/2026 |
22
|
$1.1 B
|
| E20 Capital Ltd |
2025 Q4
|
5/20/2026 |
20
|
$280 M
|
| Boothe Investment Group, Inc. |
2026 Q1
|
5/19/2026 |
40
|
$310 M
|
| Rovida Investment Management Ltd |
2026 Q1
|
5/19/2026 |
17
|
$800 M
|
| Financial Avengers, Inc. |
2026 Q1
|
5/19/2026 |
151
|
$220 M
|
| WINNOW WEALTH LLC |
2026 Q1
|
5/19/2026 |
123
|
$130 M
|
| Causey Wealth LLC |
2025 Q3
|
5/19/2026 |
66
|
$200 M
|
| Causey Wealth LLC |
2025 Q2
|
5/19/2026 |
64
|
$190 M
|
| Causey Wealth LLC |
2025 Q1
|
5/19/2026 |
64
|
$180 M
|
| Western Wealth Management, LLC |
2026 Q1
|
5/19/2026 |
3,051
|
$2.7 B
|
| McIlrath & Eck, LLC |
2026 Q1
|
5/19/2026 |
1,645
|
$1.3 B
|
| GTS FINANCIAL, LLC |
2026 Q1
|
5/19/2026 |
43
|
$130 M
|
| Ares Systematic Credit Ltd |
2025 Q4
|
5/19/2026 |
145
|
$120 M
|
| Dayah Capital LLC |
2025 Q4 - RESTATEMENT
|
5/19/2026 |
36
|
$380 M
|
| Dayah Capital LLC |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
37
|
$260 M
|
| Causey Wealth LLC |
2024 Q4
|
5/19/2026 |
68
|
$170 M
|
| Alaska Permanent Fund Corp |
2026 Q1
|
5/19/2026 |
8
|
$1.6 B
|
| Front Row Advisors LLC |
2026 Q1
|
5/19/2026 |
553
|
$300 M
|
| Royal Fund Management, LLC |
2026 Q1
|
5/19/2026 |
297
|
$1.1 B
|
| TURTLE CREEK ASSET MANAGEMENT INC. |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
39
|
$2.7 B
|
| Paragon Private Wealth Management, LLC |
2026 Q1
|
5/19/2026 |
361
|
$320 M
|
| Remedium Capital Partners, LLC |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
6
|
$280 M
|
| Silicon Valley Capital Partners |
2026 Q1
|
5/19/2026 |
454
|
$1.0 B
|
| Cornerstone Wealth, LLC/TN |
2026 Q1
|
5/19/2026 |
96
|
$180 M
|
| EMG Holdings, L.P. |
2026 Q1
|
5/19/2026 |
27
|
$400 M
|
| CIM INVESTMENT MANAGEMENT INC |
2026 Q1
|
5/19/2026 |
251
|
$370 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2025 Q1
|
5/19/2026 |
1,174
|
$2.9 B
|
| Orographic Financial Advisors, LLC |
2026 Q1
|
5/19/2026 |
106
|
$140 M
|
| Samsung C&T Corp |
2026 Q1
|
5/19/2026 |
1
|
$17 M
|
| Park State Asset Management |
2026 Q1
|
5/19/2026 |
20
|
$130 M
|
| FLAX POND CAPITAL, LLC |
2026 Q1
|
5/19/2026 |
62
|
$120 M
|
| Eley Financial Management, Inc |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
69
|
$280 M
|
| Sonoma Allocations LLC |
2026 Q1
|
5/19/2026 |
145
|
$290 M
|
| Mascagni Wealth Management, Inc. |
2026 Q1
|
5/19/2026 |
127
|
$140 M
|
| OLP CAPITAL MANAGEMENT Ltd |
2026 Q1 - NEW HOLDINGS
|
5/19/2026 |
7
|
$940 M
|
| Kentucky Retirement Systems Insurance Trust Fund |
2026 Q1
|
5/19/2026 |
492
|
$1.5 B
|
| Kentucky Retirement Systems |
2026 Q1
|
5/19/2026 |
499
|
$1.4 B
|
| JTC Employer Solutions Trustee Ltd |
2026 Q1
|
5/19/2026 |
308
|
$1.2 B
|
| Kensington Investment Counsel, LLC |
2026 Q1
|
5/18/2026 |
83
|
$210 M
|
| Financial Insights, Inc. |
2026 Q1
|
5/18/2026 |
130
|
$310 M
|
| H&H International Investment, LLC |
2026 Q1
|
5/18/2026 |
19
|
$20 B
|
| Anson Funds Management LP |
2026 Q1 - NEW HOLDINGS
|
5/18/2026 |
129
|
$1.1 B
|
| OAKTREE CAPITAL MANAGEMENT LP |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
142
|
$6.5 B
|
| Seven Six Capital Management, LLC |
2026 Q1
|
5/18/2026 |
25
|
$93 M
|
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
2025 Q4 - RESTATEMENT
|
5/18/2026 |
61
|
$6.2 B
|
| BANK OF AMERICA CORP /DE/ |
2026 Q1
|
5/18/2026 |
17,872
|
$1.4 T
|
| KEYSTONE GROUP, L.P. |
2026 Q1
|
5/18/2026 |
1
|
$0
|
| Encore Global Management, LP |
2026 Q1
|
5/18/2026 |
70
|
$140 M
|
| RIHO Partners, LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
14
|
$160 M
|
| Feynman Point Asset Management LLC |
2026 Q1
|
5/18/2026 |
25
|
$81 M
|
| OPAL CAPITAL LLC |
2026 Q1
|
5/18/2026 |
141
|
$560 M
|
| Chokshi & Queen Wealth Advisors, Inc |
2026 Q1
|
5/18/2026 |
64
|
$190 M
|
| Barnes Wealth Management Group, Inc |
2026 Q1
|
5/18/2026 |
184
|
$200 M
|
| CAPITAL & PLANNING, LLC |
2026 Q1
|
5/18/2026 |
172
|
$160 M
|
| Parvin Asset Management, LLC |
2026 Q1
|
5/18/2026 |
310
|
$140 M
|
| WD Thunder CV Ultimate GP LLC |
2026 Q1
|
5/18/2026 |
1
|
$90 M
|
| Situational Awareness LP |
2026 Q1
|
5/18/2026 |
42
|
$14 B
|
| Situational Awareness Partners LP |
2026 Q1
|
5/18/2026 |
42
|
$14 B
|
| Stoic Point Capital Management LLC |
2026 Q1
|
5/18/2026 |
63
|
$100 M
|
| Goodlander Investment Management, LLC |
2026 Q1
|
5/18/2026 |
12
|
$290 M
|
| Ariadne Wealth Management, LP |
2026 Q1
|
5/18/2026 |
249
|
$220 M
|
| SYLEBRA CAPITAL LLC |
2026 Q1
|
5/18/2026 |
11
|
$770 M
|
| Constant Guidance Financial LLC |
2026 Q1
|
5/18/2026 |
42
|
$140 M
|
| Talon Private Wealth, LLC |
2026 Q1
|
5/18/2026 |
315
|
$750 M
|