| ACR Alpine Capital Research, LLC |
2026 Q2
|
7/29/2026 |
70
|
$7.0 B
|
| Kampmann Melissa S. |
2026 Q2
|
7/29/2026 |
86
|
$130 M
|
| FISHMAN JAY A LTD/MI |
2026 Q2
|
7/29/2026 |
79
|
$1.3 B
|
| EULAV Asset Management |
2026 Q2
|
7/29/2026 |
152
|
$3.1 B
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2026 Q2
|
7/29/2026 |
215
|
$640 M
|
| Core Wealth Management, Inc. |
2026 Q2
|
7/29/2026 |
42
|
$360 M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2026 Q2
|
7/29/2026 |
351
|
$1.1 B
|
| CAPITAL MANAGEMENT CORP /VA |
2026 Q2
|
7/29/2026 |
72
|
$670 M
|
| RESOLUTE CAPITAL, LLC |
2026 Q2
|
7/29/2026 |
72
|
$290 M
|
| United Advisor Group, LLC |
2026 Q2
|
7/29/2026 |
544
|
$950 M
|
| Heritage Family Offices, LLP |
2026 Q2
|
7/29/2026 |
233
|
$260 M
|
| First Nebraska Trust Co |
2011 Q3
|
7/29/2026 |
80
|
$190 M
|
| ALPS ADVISORS INC |
2026 Q2
|
7/29/2026 |
1,196
|
$21 B
|
| Advisory Solutions Group, LLC |
2026 Q2
|
7/29/2026 |
206
|
$290 M
|
| ACT CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/29/2026 |
62
|
$150 M
|
| DAVIDSON TRUST CO |
2026 Q2
|
7/29/2026 |
275
|
$260 M
|
| Team Hewins, LLC |
2026 Q2
|
7/29/2026 |
40
|
$370 M
|
| Evolution Wealth Advisors, LLC |
2026 Q2
|
7/29/2026 |
181
|
$850 M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2026 Q2
|
7/29/2026 |
401
|
$1.7 B
|
| Guardian Partners Inc. |
2026 Q2
|
7/29/2026 |
392
|
$1.1 B
|
| Financial Network Wealth Advisors LLC |
2026 Q2
|
7/29/2026 |
858
|
$99 M
|
| SHARPEPOINT LLC |
2026 Q2
|
7/29/2026 |
89
|
$200 M
|
| Washington Trust Advisors, Inc. |
2026 Q2
|
7/29/2026 |
917
|
$1.3 B
|
| NEW YORK STATE COMMON RETIREMENT FUND |
2026 Q2
|
7/29/2026 |
3,173
|
$79 B
|
| Fiduciary Wealth Partners, LLC |
2026 Q2
|
7/29/2026 |
69
|
$180 M
|
| Ruedi Wealth Management, Inc. |
2026 Q2
|
7/29/2026 |
62
|
$430 M
|
| First Nebraska Trust Co |
2011 Q4
|
7/29/2026 |
88
|
$230 M
|
| Broyhill Asset Management, LLC |
2026 Q2
|
7/29/2026 |
77
|
$110 M
|
| NORDEN GROUP LLC |
2026 Q2
|
7/29/2026 |
701
|
$1.2 B
|
| Coign Capital Advisors LLC |
2026 Q2
|
7/29/2026 |
88
|
$220 M
|
| Coquina Private Wealth LLC |
2026 Q2
|
7/29/2026 |
101
|
$150 M
|
| Elevation Wealth Management LLC |
2026 Q2
|
7/29/2026 |
280
|
$130 M
|
| HB Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
1,719
|
$18 B
|
| Amtrust Financial Services, Inc. |
2026 Q2
|
7/29/2026 |
15
|
$340 M
|
| Summit Place Financial Advisors, LLC |
2026 Q2
|
7/29/2026 |
110
|
$230 M
|
| RiverFront Investment Group, LLC |
2026 Q2
|
7/29/2026 |
427
|
$7.6 B
|
| Glenorchy Capital Ltd |
2026 Q2
|
7/29/2026 |
65
|
$2.7 B
|
| HOGE FINANCIAL SERVICES, LLC |
2026 Q2
|
7/29/2026 |
83
|
$210 M
|
| Cantillon Capital Management LLC |
2026 Q2
|
7/29/2026 |
27
|
$670 M
|
| Verdence Capital Advisors LLC |
2026 Q2
|
7/29/2026 |
660
|
$1.9 B
|
| Galvin, Gaustad & Stein, LLC |
2026 Q2
|
7/29/2026 |
262
|
$1.4 B
|
| Advocacy Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
151
|
$2.8 B
|
| Riggs Asset Managment Co. Inc. |
2026 Q2
|
7/29/2026 |
132
|
$560 M
|
| First Western Trust Bank |
2026 Q2
|
7/29/2026 |
290
|
$2.1 B
|
| Stephens Investment Management Group LLC |
2026 Q2
|
7/29/2026 |
176
|
$9.3 B
|
| Impact Partnership Wealth, LLC |
2026 Q2
|
7/29/2026 |
456
|
$1.0 B
|
| THOMPSON DAVIS & CO., INC. |
2026 Q2
|
7/29/2026 |
168
|
$170 M
|
| JB Capital LLC |
2026 Q2
|
7/29/2026 |
280
|
$2.9 B
|
| Root Financial Partners, LLC |
2026 Q2
|
7/29/2026 |
410
|
$2.6 B
|
| Equita Financial Network, Inc. |
2026 Q2
|
7/29/2026 |
95
|
$360 M
|
| Legacy Capital Group California, Inc. |
2026 Q2
|
7/29/2026 |
299
|
$330 M
|
| STEPHENS INC /AR/ |
2026 Q2
|
7/29/2026 |
1,332
|
$8.9 B
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2026 Q2
|
7/29/2026 |
204
|
$330 M
|
| 3Chopt Investment Partners, LLC |
2026 Q2
|
7/29/2026 |
274
|
$530 M
|
| Fee-Only Financial Planning, L.C. |
2026 Q2
|
7/29/2026 |
45
|
$190 M
|
| RFG Holdings, Inc. |
2026 Q2
|
7/29/2026 |
87
|
$480 M
|
| JAG CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/29/2026 |
162
|
$1.1 B
|
| Smart Money Group LLC |
2026 Q2
|
7/29/2026 |
86
|
$390 M
|
| Alphinity Investment Management Pty Ltd |
2026 Q2
|
7/29/2026 |
54
|
$6.0 B
|
| Cornerstone Advisory, LLC |
2026 Q2
|
7/29/2026 |
278
|
$1.2 B
|
| REXFORD CAPITAL INC |
2026 Q2
|
7/29/2026 |
301
|
$160 M
|
| Mithaq Capital SPC |
2026 Q2
|
7/29/2026 |
3
|
$200 M
|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2026 Q2
|
7/29/2026 |
908
|
$4.0 B
|
| Illumine Investment Management, LLC |
2026 Q2
|
7/29/2026 |
95
|
$150 M
|
| BEAM WEALTH ADVISORS, INC. |
2026 Q2 - RESTATEMENT
|
7/29/2026 |
117
|
$450 M
|
| Connecticut Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
340
|
$2.7 B
|
| M. Kraus & Co |
2026 Q2
|
7/29/2026 |
87
|
$380 M
|
| Hubbell Strickland Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
87
|
$280 M
|
| Channing Capital Management, LLC |
2026 Q2
|
7/29/2026 |
106
|
$4.3 B
|
| Elm3 Financial Group, LLC |
2026 Q2
|
7/29/2026 |
135
|
$150 M
|
| Main Street Financial Solutions, LLC |
2026 Q1
|
7/29/2026 |
581
|
$1.4 B
|
| Tencap Wealth Coaching, LLC |
2026 Q2
|
7/29/2026 |
20
|
$320 M
|
| BKM Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
148
|
$280 M
|
| Bedel Financial Consulting, Inc. |
2026 Q2
|
7/29/2026 |
313
|
$1.1 B
|
| Hanson & Doremus Investment Management |
2026 Q2
|
7/29/2026 |
484
|
$980 M
|
| Investment Advisory Services Group LLC |
2026 Q2
|
7/29/2026 |
37
|
$140 M
|
| Mach-1 Financial Group, LLC |
2026 Q2
|
7/29/2026 |
131
|
$260 M
|
| Swiss Life Asset Management Ltd |
2026 Q2
|
7/29/2026 |
2,147
|
$24 B
|
| CapitalatWork S.A. |
2026 Q2
|
7/29/2026 |
93
|
$4.0 B
|
| PARNASSUS INVESTMENTS, LLC |
2026 Q2
|
7/29/2026 |
135
|
$37 B
|
| Guinness Atkinson Asset Management Inc |
2026 Q2
|
7/29/2026 |
107
|
$220 M
|
| Portfolio Resources Advisor Group, Inc. |
2026 Q2
|
7/29/2026 |
154
|
$120 M
|
| Lingotto Investment Management LLP |
2026 Q2
|
7/29/2026 |
32
|
$4.7 B
|
| AUA CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/29/2026 |
84
|
$220 M
|
| Weaver Consulting Group |
2026 Q2
|
7/29/2026 |
297
|
$490 M
|
| Guinness Asset Management LTD |
2026 Q2
|
7/29/2026 |
141
|
$5.9 B
|
| Accretive Wealth Partners, LLC |
2026 Q2
|
7/29/2026 |
181
|
$410 M
|
| WP Advisors, LLC |
2026 Q2
|
7/29/2026 |
119
|
$410 M
|
| Anson Capital, Inc. |
2026 Q2
|
7/29/2026 |
93
|
$150 M
|
| Global Wealth Management Investment Advisory, Inc. |
2026 Q2
|
7/29/2026 |
160
|
$700 M
|
| MILLER WEALTH ADVISORS, LLC |
2026 Q2 - RESTATEMENT
|
7/29/2026 |
122
|
$240 M
|
| Headland Capital, LLC |
2026 Q2
|
7/29/2026 |
64
|
$410 M
|
| Alchemi Wealth, LLC |
2026 Q2
|
7/29/2026 |
168
|
$210 M
|
| Goodman Financial Corp |
2026 Q2
|
7/29/2026 |
73
|
$650 M
|
| Prasad Wealth Partners, LLC |
2026 Q2
|
7/29/2026 |
160
|
$420 M
|
| Keystone Financial Group |
2026 Q2
|
7/29/2026 |
567
|
$1.7 B
|
| Paragon Capital Management Ltd |
2026 Q2
|
7/29/2026 |
223
|
$530 M
|
| Stash Investments, LLC |
2026 Q2
|
7/29/2026 |
17
|
$310 M
|
| EMC Capital Management |
2026 Q2
|
7/29/2026 |
53
|
$250 M
|
| Eurizon Asset Management Slovakia, sprav. spol., a.s. |
2026 Q2
|
7/29/2026 |
5
|
$4.0 M
|