| Chung Wu Investment Group, LLC |
2026 Q2
|
7/31/2026 |
283
|
$150 M
|
| Freestone Capital Holdings, LLC |
2026 Q2
|
7/31/2026 |
626
|
$3.9 B
|
| Tandem Investment Advisors, Inc. |
2026 Q2
|
7/31/2026 |
68
|
$1.5 B
|
| Warwick Investment Management, Inc. |
2026 Q2
|
7/31/2026 |
150
|
$890 M
|
| Probity Advisors, Inc. |
2026 Q2
|
7/31/2026 |
232
|
$700 M
|
| J. Derek Lewis & Associates Inc. |
2026 Q2
|
7/31/2026 |
216
|
$530 M
|
| Schorn Wealth LLC |
2026 Q2
|
7/31/2026 |
80
|
$380 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2026 Q2
|
7/31/2026 |
548
|
$4.8 B
|
| Three Magnolias Financial Advisors, LLC |
2026 Q2
|
7/31/2026 |
112
|
$180 M
|
| Daiwa Securities Group Inc. |
2026 Q2
|
7/31/2026 |
1,672
|
$51 B
|
| Peck Wealth Management, LLC |
2026 Q2
|
7/31/2026 |
127
|
$120 M
|
| Badgley Phelps Wealth Managers, LLC |
2026 Q2
|
7/31/2026 |
333
|
$5.7 B
|
| Kerusso Capital Management LLC |
2026 Q2
|
7/31/2026 |
58
|
$270 M
|
| Associated Banc-Corp |
2026 Q2
|
7/31/2026 |
381
|
$4.2 B
|
| DB&C Advisors, LLC |
2026 Q2
|
7/31/2026 |
76
|
$92 M
|
| Granite Harbor Advisors, Inc. |
2026 Q2
|
7/31/2026 |
132
|
$250 M
|
| Curative Ventures V LLC |
2026 Q2
|
7/31/2026 |
1
|
$15 M
|
| Aberdeen Group plc |
2026 Q2
|
7/31/2026 |
1,805
|
$71 B
|
| Troy Asset Management Ltd |
2026 Q2
|
7/31/2026 |
29
|
$3.6 B
|
| BCS Private Wealth Management, Inc. |
2026 Q2
|
7/31/2026 |
187
|
$330 M
|
| New Republic Capital, LLC |
2026 Q2
|
7/31/2026 |
352
|
$430 M
|
| Napier Financial, LLC |
2026 Q2
|
7/31/2026 |
472
|
$480 M
|
| Rossmore Private Capital |
2026 Q2
|
7/31/2026 |
356
|
$1.2 B
|
| ABBINGTON INVESTMENT GROUP |
2026 Q2
|
7/31/2026 |
52
|
$160 M
|
| Glassy Mountain Advisors, Inc. |
2026 Q2
|
7/31/2026 |
76
|
$370 M
|
| Avail Investment Partners, LLC |
2026 Q2
|
7/31/2026 |
199
|
$130 M
|
| Code Waechter LLC |
2026 Q2
|
7/31/2026 |
127
|
$190 M
|
| Brendel Financial Advisors LLC |
2026 Q2
|
7/31/2026 |
101
|
$220 M
|
| Calamos Wealth Management LLC |
2026 Q2
|
7/31/2026 |
463
|
$3.3 B
|
| DEMMING FINANCIAL SERVICES CORP /ADV |
2026 Q2
|
7/31/2026 |
41
|
$160 M
|
| Calamos Advisors LLC |
2026 Q2
|
7/31/2026 |
1,059
|
$30 B
|
| FORMULATE FINANCIAL LLC |
2026 Q2
|
7/31/2026 |
26
|
$95 M
|
| Integrated Capital Management, LLC |
2026 Q2
|
7/31/2026 |
58
|
$280 M
|
| ZEGA Investments, LLC |
2026 Q2
|
7/31/2026 |
730
|
$970 M
|
| Stone Ridge Holdings Group LP |
2026 Q2
|
7/31/2026 |
12
|
$19 M
|
| Park Square Financial Group, LLC |
2026 Q2
|
7/31/2026 |
250
|
$11 M
|
| Seneca House Advisors |
2026 Q2
|
7/31/2026 |
103
|
$280 M
|
| Impact Investors, Inc |
2026 Q2
|
7/31/2026 |
130
|
$140 M
|
| Westview Management dba Westview Investment Advisors |
2026 Q2
|
7/31/2026 |
67
|
$200 M
|
| Family Capital Management, Inc. |
2026 Q2
|
7/31/2026 |
115
|
$260 M
|
| Austin Asset Management Co Inc |
2026 Q2
|
7/31/2026 |
94
|
$720 M
|
| Shared Vision Wealth Group LLC |
2026 Q2
|
7/31/2026 |
114
|
$290 M
|
| Lansing Management LP |
2026 Q2
|
7/31/2026 |
13
|
$170 M
|
| TOBAM |
2026 Q2
|
7/31/2026 |
258
|
$410 M
|
| INVESTMENT HOUSE LLC |
2026 Q2 - RESTATEMENT
|
7/31/2026 |
221
|
$2.2 B
|
| WEALTHGARDEN F.S. LLC |
2026 Q2
|
7/31/2026 |
187
|
$180 M
|
| THEORY FINANCIAL LLC |
2026 Q2
|
7/31/2026 |
99
|
$320 M
|
| MB Generational Wealth, LLC |
2026 Q2
|
7/31/2026 |
66
|
$200 M
|
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2026 Q2
|
7/31/2026 |
40
|
$140 M
|
| MWA Asset Management |
2026 Q2
|
7/31/2026 |
129
|
$220 M
|
| Davies Financial Advisors, Inc. |
2026 Q2
|
7/31/2026 |
1
|
$14 k
|
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2026 Q2
|
7/31/2026 |
1,636
|
$1.7 B
|
| Mascagni Wealth Management, Inc. |
2026 Q2
|
7/31/2026 |
142
|
$160 M
|
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
2026 Q2
|
7/31/2026 |
289
|
$1.6 B
|
| EADS & HEALD WEALTH MANAGEMENT |
2026 Q2
|
7/31/2026 |
148
|
$200 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2026 Q2
|
7/31/2026 |
158
|
$1.7 B
|
| NNS Investments (Cyprus) Ltd |
2026 Q2
|
7/31/2026 |
1
|
$0
|
| NNS Holding |
2026 Q2
|
7/31/2026 |
1
|
$0
|
| Bank of Italy |
2026 Q2
|
7/31/2026 |
8
|
$2.2 B
|
| Legacy Trust |
2026 Q2
|
7/31/2026 |
210
|
$570 M
|
| CENTRAL TRUST Co |
2026 Q2
|
7/31/2026 |
2,083
|
$5.5 B
|
| Banque Cantonale Vaudoise |
2026 Q2
|
7/31/2026 |
904
|
$720 B
|
| J. Safra Sarasin Holding AG |
2026 Q2
|
7/31/2026 |
1,701
|
$7.0 B
|
| PINCUS CAPITAL MANAGEMENT, LP |
2026 Q2
|
7/31/2026 |
52
|
$170 M
|
| Starlite Capital INC |
2026 Q2 - RESTATEMENT
|
7/31/2026 |
14
|
$9.7 B
|
| Jackson, Grant Investment Advisers, Inc. |
2026 Q2
|
7/31/2026 |
421
|
$320 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q2
|
7/31/2026 |
79
|
$610 M
|
| SYNTAX RESEARCH, INC. |
2026 Q2
|
7/31/2026 |
179
|
$140 M
|
| S.A. Mason LLC |
2026 Q2
|
7/31/2026 |
282
|
$330 M
|
| STUDIO INVESTMENT MANAGEMENT LLC |
2026 Q2
|
7/31/2026 |
181
|
$590 M
|
| MOTCO |
2026 Q2
|
7/31/2026 |
977
|
$1.2 B
|
| Intesa Sanpaolo S.p.A. |
2026 Q2
|
7/31/2026 |
237
|
$2.9 B
|
| Thayer Partners, LLC / MA |
2026 Q2
|
7/31/2026 |
100
|
$240 M
|
| Aspen Wealth Management LLC |
2026 Q2
|
7/31/2026 |
132
|
$590 M
|
| Atlas Legacy Advisors, LLC |
2026 Q2
|
7/31/2026 |
319
|
$680 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q2
|
7/31/2026 |
555
|
$2.0 B
|
| JTC Employer Solutions Trustee Ltd |
2026 Q2
|
7/31/2026 |
313
|
$1.2 B
|
| Opus Capital Group, LLC |
2026 Q2
|
7/31/2026 |
150
|
$1.0 B
|
| AWM CAPITAL, LLC |
2026 Q2
|
7/31/2026 |
122
|
$1.2 B
|
| Oslo Pensjonsforsikring AS |
2026 Q2
|
7/31/2026 |
463
|
$870 M
|
| Mn Services Vermogensbeheer B.V. |
2026 Q2
|
7/31/2026 |
444
|
$13 B
|
| GARRISON POINT ADVISORS, LLC |
2026 Q2
|
7/31/2026 |
176
|
$250 M
|
| Hudock, Inc. |
2026 Q2
|
7/31/2026 |
217
|
$780 M
|
| Ranmore Fund Management Ltd |
2026 Q2
|
7/31/2026 |
23
|
$900 M
|
| Cove Private Wealth, LLC |
2026 Q2
|
7/31/2026 |
207
|
$520 M
|
| Capital Wealth Alliance, LLC |
2026 Q2
|
7/31/2026 |
99
|
$220 M
|
| ARGA Investment Management, LP |
2026 Q2
|
7/31/2026 |
121
|
$3.9 B
|
| Japan Science & Technology Agency |
2026 Q2
|
7/30/2026 |
12
|
$5.3 B
|
| AOZORA BANK, LTD. |
2026 Q2
|
7/30/2026 |
1
|
$200 M
|
| Axiom Investment Management LLC |
2026 Q2
|
7/30/2026 |
4,311
|
$150 M
|
| Aviance Capital Partners, LLC |
2026 Q2
|
7/30/2026 |
388
|
$960 M
|
| Worth Financial Advisory Group, LLC |
2026 Q2
|
7/30/2026 |
202
|
$240 M
|
| Creekside Partners |
2026 Q2
|
7/30/2026 |
193
|
$280 M
|
| Drum Hill Capital, LLC |
2026 Q2
|
7/30/2026 |
45
|
$98 M
|
| Phocas Financial Corp. |
2026 Q2
|
7/30/2026 |
153
|
$720 M
|
| REDW Wealth LLC |
2026 Q2
|
7/30/2026 |
104
|
$280 M
|
| Collaborative Fund Advisors, LLC |
2026 Q2
|
7/30/2026 |
182
|
$170 M
|
| One Wealth Map LLC |
2026 Q2
|
7/30/2026 |
106
|
$220 M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/30/2026 |
32
|
$290 M
|
| JHP Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
40
|
$120 M
|