| Resona Asset Management Co.,Ltd. |
2026 Q2
|
7/29/2026 |
786
|
$21 B
|
| MCDONALD CAPITAL INVESTORS INC/CA |
2026 Q2
|
7/28/2026 |
20
|
$1.4 B
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2026 Q2
|
7/28/2026 |
1,509
|
$9.3 B
|
| NVWM, LLC |
2026 Q2
|
7/28/2026 |
992
|
$500 M
|
| Fund Resources Investment Holding Group Co Ltd |
2026 Q2
|
7/28/2026 |
7
|
$820 M
|
| Aware Super Pty Ltd as trustee of Aware Super |
2026 Q2
|
7/28/2026 |
236
|
$7.1 B
|
| Fund Resources Investment Holding Group Co Ltd |
2026 Q2 - RESTATEMENT
|
7/28/2026 |
7
|
$820 M
|
| Funde Sino Life Insurance Co Ltd |
2026 Q2
|
7/28/2026 |
7
|
$310 M
|
| Haven Private, LLC |
2026 Q2
|
7/28/2026 |
171
|
$260 M
|
| Clear Point Advisors Inc. |
2026 Q2
|
7/28/2026 |
93
|
$110 M
|
| Powell Investment Advisors, LLC |
2026 Q2
|
7/28/2026 |
167
|
$320 M
|
| Highlander Partners, L.P. |
2026 Q2
|
7/28/2026 |
46
|
$300 M
|
| Kovack Advisors, Inc. |
2026 Q2
|
7/28/2026 |
1,070
|
$2.1 B
|
| New England Professional Planning Group Inc. |
2026 Q2
|
7/28/2026 |
50
|
$270 M
|
| Meramec Financial Planners, LLC |
2026 Q2
|
7/28/2026 |
581
|
$270 M
|
| HARTLINE INVESTMENT CORP/ |
2026 Q2
|
7/28/2026 |
115
|
$1.1 B
|
| MRWM Advisors, LLC |
2026 Q2
|
7/28/2026 |
80
|
$240 M
|
| Pullen Investment Management, LLC |
2026 Q2
|
7/28/2026 |
98
|
$220 M
|
| Advocate Investing Services LLC |
2026 Q2
|
7/28/2026 |
460
|
$130 M
|
| VICTORY FINANCIAL GROUP, LLC |
2026 Q2
|
7/28/2026 |
399
|
$950 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/28/2026 |
79
|
$140 M
|
| Clark Wealth Partners |
2026 Q2
|
7/28/2026 |
571
|
$180 M
|
| First Nebraska Trust Co |
2012 Q1
|
7/28/2026 |
92
|
$240 M
|
| Alessandra Capital Management, LLC |
2026 Q2
|
7/28/2026 |
127
|
$140 M
|
| ANGELES WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/28/2026 |
632
|
$2.2 B
|
| Verger Capital Management LLC |
2026 Q2
|
7/28/2026 |
13
|
$340 M
|
| Iowa State Bank |
2026 Q2
|
7/28/2026 |
120
|
$600 M
|
| Sciencast Management LP |
2026 Q2
|
7/28/2026 |
235
|
$480 M
|
| Total Wealth Planning & Management, Inc. |
2026 Q2
|
7/28/2026 |
215
|
$150 M
|
| WESTCO ADVISORY SERVICES INC /ADV |
2026 Q2
|
7/28/2026 |
99
|
$170 M
|
| Seek First Inc. |
2026 Q2
|
7/28/2026 |
67
|
$160 M
|
| Vivid Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
73
|
$280 M
|
| Hamilton Point Investment Advisors, LLC |
2026 Q2
|
7/28/2026 |
193
|
$710 M
|
| Bosman Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
56
|
$160 M
|
| First Nebraska Trust Co |
2012 Q2
|
7/28/2026 |
93
|
$240 M
|
| Tepp RIA, LLC |
2026 Q2
|
7/28/2026 |
49
|
$150 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2026 Q2
|
7/28/2026 |
91
|
$340 M
|
| TradeWell Securities, LLC. |
2026 Q2
|
7/28/2026 |
52
|
$280 M
|
| AXIS CAPITAL HOLDINGS LTD |
2026 Q2
|
7/28/2026 |
3
|
$310 M
|
| CADINHA & CO LLC |
2026 Q2
|
7/28/2026 |
107
|
$680 M
|
| Hudson Canyon Capital Management |
2026 Q2
|
7/28/2026 |
50
|
$190 M
|
| NewSquare Capital LLC |
2026 Q2
|
7/28/2026 |
236
|
$1.4 B
|
| Kane Co Wealth Management, Inc. |
2026 Q2
|
7/28/2026 |
53
|
$130 M
|
| Verity & Verity, LLC |
2026 Q2
|
7/28/2026 |
200
|
$1.5 B
|
| DEFINED WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/28/2026 |
115
|
$190 M
|
| Prudent Man Investment Management, Inc. |
2026 Q2
|
7/28/2026 |
169
|
$290 M
|
| Cairn Investment Group, Inc. |
2026 Q2
|
7/28/2026 |
65
|
$230 M
|
| Heronetta Management, L.P. |
2026 Q2
|
7/28/2026 |
15
|
$110 M
|
| Focused Investors LLC |
2026 Q2
|
7/28/2026 |
23
|
$3.0 B
|
| P.A.W. CAPITAL CORP |
2026 Q2 - NEW HOLDINGS
|
7/28/2026 |
1
|
$2.2 M
|
| North Star Investment Management Corp. |
2026 Q2
|
7/28/2026 |
1,733
|
$1.8 B
|
| Mercato Management Legacy, LLC |
2026 Q2
|
7/28/2026 |
1
|
$57 M
|
| Campion Asset Management |
2026 Q2
|
7/28/2026 |
83
|
$160 M
|
| Richard C. Young & CO., LTD. |
2026 Q2
|
7/28/2026 |
101
|
$1.4 B
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2026 Q2
|
7/28/2026 |
73
|
$2.2 B
|
| A4 Wealth Advisors LLC |
2026 Q2
|
7/28/2026 |
92
|
$150 M
|
| Marino Management, LLC |
2026 Q2
|
7/28/2026 |
11
|
$480 M
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2026 Q2
|
7/28/2026 |
182
|
$410 M
|
| MBA Advisors LLC |
2026 Q2
|
7/28/2026 |
166
|
$300 M
|
| Burkett Asset Management Ltd |
2026 Q2
|
7/28/2026 |
59
|
$110 M
|
| Fonville Wealth Management LLC |
2026 Q2
|
7/28/2026 |
147
|
$610 M
|
| SUMMIT WEALTH GROUP LLC / CO |
2026 Q2
|
7/28/2026 |
396
|
$1.2 B
|
| Meiji Yasuda America Inc |
2026 Q2
|
7/28/2026 |
57
|
$600 M
|
| Atria Investments, Inc |
2026 Q2
|
7/28/2026 |
2,111
|
$10 B
|
| P.A.W. CAPITAL CORP |
2026 Q2 - RESTATEMENT
|
7/28/2026 |
64
|
$130 M
|
| Midwest Heritage Bank, FSB |
2026 Q2
|
7/28/2026 |
53
|
$350 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2026 Q2
|
7/28/2026 |
152
|
$250 M
|
| Axis Wealth Partners, LLC |
2026 Q2
|
7/28/2026 |
214
|
$210 M
|
| Argyle Capital Management, LLC |
2026 Q2
|
7/28/2026 |
138
|
$350 M
|
| GARRISON BRADFORD & ASSOCIATES INC |
2026 Q2
|
7/28/2026 |
35
|
$92 M
|
| REVERENCE CAPITAL PARTNERS, L.P. |
2026 Q2
|
7/28/2026 |
1
|
$540 M
|
| DUNCKER STREETT & CO INC |
2026 Q2
|
7/28/2026 |
521
|
$590 M
|
| BCM ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
80
|
$510 M
|
| Luken Investment Analytics, LLC |
2026 Q2
|
7/28/2026 |
170
|
$290 M
|
| Sugar Maple Asset Management, LLC |
2026 Q2
|
7/28/2026 |
81
|
$160 M
|
| Heathbridge Capital Management Ltd. |
2026 Q2
|
7/28/2026 |
28
|
$290 M
|
| Avantax Planning Partners, Inc. |
2026 Q2
|
7/28/2026 |
454
|
$4.0 B
|
| Fairbanks Capital Management, Inc. |
2026 Q2
|
7/28/2026 |
49
|
$170 M
|
| McKinley Carter Wealth Services, Inc. |
2026 Q2
|
7/28/2026 |
322
|
$1.9 B
|
| Armstrong, Fleming & Moore, Inc |
2026 Q2
|
7/28/2026 |
115
|
$300 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2026 Q2
|
7/28/2026 |
181
|
$230 M
|
| ALLSTREET CAPITAL ADVISORS LLC |
2026 Q2
|
7/28/2026 |
68
|
$150 M
|
| Rooted Wealth Advisors, Inc. |
2026 Q2
|
7/28/2026 |
149
|
$410 M
|
| Stephenson & Company, Inc. |
2026 Q2
|
7/28/2026 |
50
|
$210 M
|
| ALLSTREET CAPITAL ADVISORS LLC |
2025 Q4
|
7/28/2026 |
66
|
$140 M
|
| Astoria Portfolio Advisors LLC. |
2026 Q2
|
7/28/2026 |
360
|
$590 M
|
| DMC Group, LLC |
2026 Q2
|
7/28/2026 |
128
|
$150 M
|
| William Allan Corp |
2026 Q2
|
7/28/2026 |
62
|
$200 M
|
| GW HENSSLER & ASSOCIATES LTD |
2026 Q2
|
7/28/2026 |
268
|
$2.2 B
|
| PLIMOTH TRUST CO LLC |
2026 Q2
|
7/28/2026 |
327
|
$500 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2026 Q2
|
7/28/2026 |
36
|
$240 M
|
| Retirement Systems of Alabama |
2026 Q2
|
7/28/2026 |
950
|
$33 B
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
175
|
$320 M
|
| Anchor Capital Management Group Inc |
2026 Q2
|
7/28/2026 |
16
|
$150 M
|
| One River Asset Management, LLC |
2026 Q2
|
7/28/2026 |
250
|
$310 M
|
| FLP Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
65
|
$56 M
|
| Baker Avenue Asset Management, LP |
2026 Q2
|
7/28/2026 |
827
|
$5.3 B
|
| Ducere Wealth Management LLC |
2026 Q2
|
7/28/2026 |
135
|
$330 M
|
| W.G. Shaheen & Associates DBA Whitney & Co |
2026 Q2
|
7/28/2026 |
179
|
$1.4 B
|
| GREENHAVEN ASSOCIATES INC |
2026 Q2
|
7/28/2026 |
28
|
$8.7 B
|