| Mayar Capital Ltd. |
2026 Q2
|
7/22/2026 |
16
|
$89 M
|
| Herold Advisors, Inc. |
2026 Q2
|
7/22/2026 |
273
|
$510 M
|
| Vanderbilt University |
2026 Q2
|
7/22/2026 |
74
|
$730 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2026 Q2
|
7/22/2026 |
403
|
$230 M
|
| Citizens National Bank Trust Department |
2026 Q2
|
7/22/2026 |
381
|
$680 M
|
| Elevated Financial Group LLC |
2026 Q2
|
7/22/2026 |
125
|
$360 M
|
| Synergy Asset Management, LLC |
2026 Q2
|
7/22/2026 |
274
|
$1.1 B
|
| Capital Investment Services of America, Inc. |
2026 Q2
|
7/22/2026 |
83
|
$1.0 B
|
| RWQ Financial Management Services, Inc. |
2026 Q2
|
7/22/2026 |
24
|
$210 M
|
| Mirae Asset Global Investments Co., Ltd. |
2026 Q2
|
7/22/2026 |
2,374
|
$68 B
|
| Praxis Capital Management LLC |
2026 Q2
|
7/22/2026 |
29
|
$63 M
|
| AMERICAN NATIONAL BANK & TRUST |
2026 Q2
|
7/22/2026 |
631
|
$1.2 B
|
| ACT Advisors, LLC. |
2026 Q2
|
7/22/2026 |
84
|
$300 M
|
| Trust Co of Kansas |
2026 Q2
|
7/22/2026 |
59
|
$190 M
|
| ONCE CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/22/2026 |
24
|
$1.2 B
|
| Premier Fund Managers Ltd |
2026 Q2
|
7/22/2026 |
175
|
$1.1 B
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2026 Q2
|
7/22/2026 |
165
|
$500 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/22/2026 |
229
|
$760 M
|
| Sightline Wealth Advisors, LLC |
2026 Q2
|
7/22/2026 |
93
|
$270 M
|
| Bellecapital International Ltd. |
2026 Q2
|
7/22/2026 |
123
|
$630 M
|
| Spartan Planning & Wealth Management |
2026 Q2
|
7/22/2026 |
75
|
$150 M
|
| Patton Albertson Miller Group, LLC |
2026 Q2
|
7/22/2026 |
213
|
$1.0 B
|
| Pines Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
219
|
$350 M
|
| McNamara Financial Services, Inc. |
2026 Q2
|
7/22/2026 |
104
|
$580 M
|
| Duncan Williams Asset Management, LLC |
2026 Q2
|
7/22/2026 |
172
|
$440 M
|
| Clarendon Private LLC |
2026 Q2
|
7/22/2026 |
124
|
$160 M
|
| Vannoy Advisory Group, Inc. |
2026 Q2
|
7/22/2026 |
30
|
$180 M
|
| SJS Investment Consulting Inc. |
2026 Q2
|
7/22/2026 |
3,488
|
$920 M
|
| Composition Wealth, LLC |
2026 Q2
|
7/22/2026 |
1,004
|
$8.5 B
|
| Corps Capital Advisors, LLC |
2026 Q2
|
7/22/2026 |
99
|
$120 M
|
| PARAGON CAPITAL MANAGEMENT INC |
2026 Q2
|
7/22/2026 |
80
|
$130 M
|
| Verum Partners LLC |
2026 Q2
|
7/22/2026 |
202
|
$670 M
|
| Englebert Financial Advisers, LLC |
2026 Q2
|
7/22/2026 |
65
|
$100 M
|
| Mesirow Financial Investment Management, Inc. |
2026 Q2
|
7/22/2026 |
529
|
$6.4 B
|
| PROFFITT & GOODSON INC |
2026 Q2
|
7/22/2026 |
298
|
$730 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2026 Q2
|
7/22/2026 |
113
|
$780 M
|
| Aureum Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
62
|
$160 M
|
| State Insurance Fund |
2026 Q2
|
7/22/2026 |
1
|
$250 M
|
| AGH Wealth Advisors, LLC |
2026 Q2
|
7/22/2026 |
191
|
$160 M
|
| Abacus Wealth Partners, LLC |
2026 Q2
|
7/22/2026 |
322
|
$950 M
|
| Base Wealth Management LLC |
2026 Q2
|
7/22/2026 |
66
|
$210 M
|
| TrueMark Investments, LLC |
2026 Q2
|
7/22/2026 |
187
|
$800 M
|
| Sage Advisory Services, Ltd.Co. |
2026 Q2
|
7/22/2026 |
46
|
$200 M
|
| Unison Advisors LLC |
2026 Q2
|
7/22/2026 |
173
|
$1.4 B
|
| Wealth Management Partners, LLC |
2026 Q2
|
7/22/2026 |
154
|
$430 M
|
| Traynor Capital Management, Inc. |
2026 Q2
|
7/22/2026 |
369
|
$2.2 B
|
| Foster Victor Wealth Advisors, LLC |
2026 Q2
|
7/22/2026 |
254
|
$1.9 B
|
| Bryant Woods Investment Advisors, LLC |
2026 Q2
|
7/22/2026 |
85
|
$360 M
|
| Stokes Capital Advisors, LLC |
2026 Q2
|
7/22/2026 |
164
|
$470 M
|
| PEAVINE CAPITAL, LLC |
2026 Q2
|
7/22/2026 |
9
|
$470 M
|
| Maltin Wealth Management, Inc. |
2026 Q2
|
7/22/2026 |
146
|
$300 M
|
| RCS Financial Planning, LLC |
2026 Q2
|
7/22/2026 |
102
|
$210 M
|
| Tempus Wealth Planning, LLC |
2026 Q2
|
7/22/2026 |
282
|
$510 M
|
| Curat Global, LLC |
2026 Q2
|
7/22/2026 |
253
|
$120 M
|
| Pinnacle Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
31
|
$160 M
|
| BANTA ASSET MANAGEMENT LP |
2026 Q2
|
7/22/2026 |
20
|
$110 M
|
| Caliber Wealth Management, LLC / KS |
2026 Q2
|
7/22/2026 |
340
|
$1.0 B
|
| Conservest Capital Advisors, Inc. |
2026 Q2
|
7/22/2026 |
132
|
$1.3 B
|
| IFG Advisors, LLC |
2026 Q2
|
7/22/2026 |
165
|
$730 M
|
| Wealth Dimensions Group, Ltd. |
2026 Q2
|
7/22/2026 |
179
|
$560 M
|
| Genworth Financial Inc |
2026 Q2
|
7/22/2026 |
2
|
$490 M
|
| HARVEY INVESTMENT CO LLC |
2026 Q2
|
7/22/2026 |
100
|
$920 M
|
| Angeles Investment Advisors, LLC |
2026 Q2
|
7/22/2026 |
31
|
$1.7 B
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2026 Q2
|
7/22/2026 |
164
|
$410 M
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2026 Q2
|
7/22/2026 |
195
|
$290 M
|
| ATLas Financial Planning LLC |
2026 Q2
|
7/22/2026 |
69
|
$120 M
|
| WestEnd Advisors, LLC |
2026 Q2
|
7/22/2026 |
408
|
$4.5 B
|
| Mann Financial Group, Inc. |
2026 Q2
|
7/22/2026 |
34
|
$120 M
|
| Sylvest Advisors, LLC |
2026 Q2
|
7/22/2026 |
78
|
$220 M
|
| El Puerto de Liverpool, S.A.B. de C.V. |
2026 Q2
|
7/22/2026 |
1
|
$0
|
| Climber Capital SA |
2026 Q2
|
7/22/2026 |
64
|
$160 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2026 Q1 - NEW HOLDINGS
|
7/22/2026 |
1
|
$390 k
|
| Austin Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
126
|
$470 M
|
| Savior LLC |
2026 Q2
|
7/22/2026 |
18
|
$35 M
|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2026 Q2
|
7/22/2026 |
151
|
$250 M
|
| Generali Powszechne Towarzystwo Emerytalne |
2026 Q2
|
7/22/2026 |
25
|
$630 M
|
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
2026 Q2
|
7/22/2026 |
65
|
$130 M
|
| ALBERT D MASON INC |
2026 Q2
|
7/22/2026 |
139
|
$180 M
|
| Fortune Financial Advisors, LLC |
2026 Q2
|
7/22/2026 |
163
|
$230 M
|
| Wealth Enhancement Trust Services, Inc. |
2026 Q2 - RESTATEMENT
|
7/22/2026 |
1,903
|
$900 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2026 Q2
|
7/22/2026 |
51
|
$760 M
|
| Metropolis Capital Ltd |
2026 Q2
|
7/22/2026 |
16
|
$3.4 B
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2026 Q2
|
7/22/2026 |
103
|
$3.3 B
|
| E Fund Management (Hong Kong) Co., Ltd. |
2026 Q2
|
7/22/2026 |
551
|
$300 M
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2026 Q2
|
7/22/2026 |
767
|
$14 B
|
| Lakehouse Capital Pty Ltd |
2026 Q2
|
7/21/2026 |
12
|
$90 M
|
| Q Fund Management (Hong Kong) Ltd |
2026 Q2
|
7/21/2026 |
26
|
$110 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
880
|
$560 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2026 Q2
|
7/21/2026 |
32
|
$77 M
|
| American Institute for Advanced Investment Management, LLP |
2026 Q2
|
7/21/2026 |
159
|
$170 M
|
| Balance Wealth Partners LLC |
2026 Q2
|
7/21/2026 |
165
|
$380 M
|
| Xena Financial Planning, LLC |
2026 Q2
|
7/21/2026 |
38
|
$100 M
|
| Franchise GP Ltd |
2026 Q2
|
7/21/2026 |
39
|
$220 M
|
| ROMANO BROTHERS AND COMPANY |
2026 Q2
|
7/21/2026 |
331
|
$990 M
|
| MFA Wealth Services |
2026 Q2
|
7/21/2026 |
134
|
$170 M
|
| Capital Squared Financial LLC |
2026 Q2
|
7/21/2026 |
87
|
$150 M
|
| JM2 Capital Inc. |
2026 Q2
|
7/21/2026 |
121
|
$150 M
|
| Aurora Private Wealth, Inc. |
2026 Q2
|
7/21/2026 |
177
|
$160 M
|
| Fearless Solutions, LLC dba Best Invest |
2026 Q2
|
7/21/2026 |
139
|
$190 M
|
| Benchmark Financial, LLC |
2026 Q2
|
7/21/2026 |
54
|
$120 M
|