| Safir Wealth Advisors, LLC |
2025 Q4
|
1/6/2026 |
17
|
$140 M
|
| Penbrook Management LLC |
2025 Q4
|
1/6/2026 |
97
|
$140 M
|
| LPWM LLC |
2025 Q4
|
1/6/2026 |
87
|
$400 M
|
| Ransom Advisory, Ltd |
2025 Q4
|
1/6/2026 |
433
|
$250 M
|
| Fulcrum Equity Management |
2025 Q4
|
1/6/2026 |
117
|
$100 M
|
| General Partner, Inc. |
2025 Q4
|
1/6/2026 |
260
|
$180 M
|
| Werlinich Asset Management, LLC |
2025 Q4
|
1/6/2026 |
59
|
$200 M
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q4
|
1/6/2026 |
44
|
$400 M
|
| ABNER HERRMAN & BROCK LLC |
2025 Q4
|
1/6/2026 |
115
|
$980 k
|
| EHRLICH FINANCIAL GROUP |
2025 Q4
|
1/6/2026 |
110
|
$180 M
|
| EAGLE WEALTH STRATEGIES LLC |
2025 Q4
|
1/6/2026 |
114
|
$210 M
|
| Renaissance Investment Group LLC |
2025 Q4
|
1/6/2026 |
78
|
$500 M
|
| Davis Investment Partners, LLC |
2025 Q4
|
1/6/2026 |
152
|
$290 M
|
| Chemistry Wealth Management LLC |
2025 Q4
|
1/6/2026 |
200
|
$530 M
|
| ShankerValleau Wealth Advisors, Inc. |
2025 Q4
|
1/6/2026 |
41
|
$370 M
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q4
|
1/6/2026 |
88
|
$170 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q3
|
1/6/2026 |
313
|
$330 M
|
| OMC Financial Services LTD |
2025 Q4
|
1/6/2026 |
66
|
$270 M
|
| Mallini Complete Financial Planning LLC |
2025 Q4
|
1/6/2026 |
62
|
$120 M
|
| FARMERS TRUST CO |
2025 Q4
|
1/6/2026 |
196
|
$610 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q2
|
1/6/2026 |
294
|
$310 M
|
| Fulcrum Equity Management |
2025 Q3
|
1/6/2026 |
94
|
$99 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q1
|
1/6/2026 |
304
|
$310 M
|
| Cannae Holdings, Inc. |
2025 Q4
|
1/6/2026 |
2
|
$80 M
|
| Sanctuary Advisors, LLC |
2025 Q3
|
1/6/2026 |
2,357
|
$15 B
|
| Sanctuary Advisors, LLC |
2025 Q2
|
1/6/2026 |
2,357
|
$16 B
|
| Freedom Financial Partners LLC |
2025 Q4
|
1/6/2026 |
87
|
$270 M
|
| Addis & Hill, Inc |
2025 Q4
|
1/6/2026 |
27
|
$170 M
|
| Barden Capital Management, Inc. |
2025 Q4
|
1/6/2026 |
56
|
$120 M
|
| Attessa Capital LLC |
2025 Q4
|
1/6/2026 |
32
|
$180 M
|
| Legacy Financial Group LLC |
2025 Q3
|
1/6/2026 |
117
|
$760 M
|
| Avior Wealth Management, LLC |
2025 Q4
|
1/6/2026 |
739
|
$3.2 B
|
| Hoffman, Alan N Investment Management |
2025 Q4
|
1/6/2026 |
15
|
$180 M
|
| JBGlobal.com LLC |
2025 Q4
|
1/6/2026 |
19
|
$79 M
|
| Asset Value Investors Ltd |
2025 Q4
|
1/6/2026 |
3
|
$120 M
|
| Beacon Wealthcare LLC |
2025 Q4
|
1/6/2026 |
24
|
$290 M
|
| Sanctuary Advisors, LLC |
2025 Q1
|
1/6/2026 |
2,183
|
$14 B
|
| DOLIVER ADVISORS, LP |
2025 Q4
|
1/6/2026 |
176
|
$400 M
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2025 Q4
|
1/6/2026 |
35
|
$320 M
|
| First Citizens Financial Corp |
2025 Q4
|
1/6/2026 |
128
|
$200 M
|
| Platinum Equity Advisors, LLC/DE |
2025 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$450 k
|
| Platinum Equity Advisors, LLC/DE |
2025 Q3 - RESTATEMENT
|
1/6/2026 |
4
|
$7.7 B
|
| Asset Management Advisors, LLC |
2025 Q4
|
1/6/2026 |
18
|
$170 M
|
| Platinum Equity Advisors, LLC/DE |
2025 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$320 k
|
| Platinum Equity Advisors, LLC/DE |
2025 Q2 - RESTATEMENT
|
1/6/2026 |
3
|
$5.3 B
|
| Platinum Equity Advisors, LLC/DE |
2025 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$400 k
|
| Platinum Equity Advisors, LLC/DE |
2025 Q1 - RESTATEMENT
|
1/6/2026 |
3
|
$4.5 B
|
| Platinum Equity Advisors, LLC/DE |
2024 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$670 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q4 - RESTATEMENT
|
1/6/2026 |
3
|
$4.9 B
|
| Platinum Equity Advisors, LLC/DE |
2024 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$590 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q3 - RESTATEMENT
|
1/6/2026 |
2
|
$590 M
|
| Platinum Equity Advisors, LLC/DE |
2024 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$670 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q2 - RESTATEMENT
|
1/6/2026 |
2
|
$720 M
|
| Platinum Equity Advisors, LLC/DE |
2024 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$730 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q1 - RESTATEMENT
|
1/6/2026 |
2
|
$1.0 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$710 k
|
| Platinum Equity Advisors, LLC/DE |
2023 Q4 - RESTATEMENT
|
1/6/2026 |
3
|
$1.4 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$540 k
|
| Platinum Equity Advisors, LLC/DE |
2023 Q3 - RESTATEMENT
|
1/6/2026 |
3
|
$1.3 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$790 k
|
| Platinum Equity Advisors, LLC/DE |
2023 Q2 - RESTATEMENT
|
1/6/2026 |
4
|
$2.3 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$830 k
|
| Stash Investments, LLC |
2025 Q4
|
1/6/2026 |
5
|
$250 M
|
| Platinum Equity Advisors, LLC/DE |
2023 Q1 - RESTATEMENT
|
1/6/2026 |
3
|
$2.0 B
|
| Platinum Equity Advisors, LLC/DE |
2022 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$780 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q4 - RESTATEMENT
|
1/6/2026 |
3
|
$1.9 B
|
| Platinum Equity Advisors, LLC/DE |
2022 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$730 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q3 - RESTATEMENT
|
1/6/2026 |
4
|
$1.6 B
|
| Platinum Equity Advisors, LLC/DE |
2022 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$660 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q2 - RESTATEMENT
|
1/6/2026 |
3
|
$1.5 B
|
| JBR Co Financial Management Inc |
2025 Q4
|
1/6/2026 |
120
|
$240 M
|
| Platinum Equity Advisors, LLC/DE |
2022 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$660 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q1 - RESTATEMENT
|
1/6/2026 |
3
|
$2.5 B
|
| Canal Capital Management, LLC |
2025 Q4
|
1/6/2026 |
188
|
$700 M
|
| Canal Capital Management, LLC |
2025 Q3
|
1/6/2026 |
186
|
$670 M
|
| Platinum Equity Advisors, LLC/DE |
2021 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$510 k
|
| Hiley Hunt Wealth Management |
2025 Q4
|
1/6/2026 |
49
|
$220 M
|
| Platinum Equity Advisors, LLC/DE |
2021 Q4 - RESTATEMENT
|
1/6/2026 |
4
|
$2.9 B
|
| Platinum Equity Advisors, LLC/DE |
2021 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$540 k
|
| Platinum Equity Advisors, LLC/DE |
2021 Q3 - RESTATEMENT
|
1/6/2026 |
5
|
$3.5 B
|
| Arlington Capital Management, Inc. |
2025 Q4
|
1/6/2026 |
107
|
$160 M
|
| UNIQUE WEALTH, LLC |
2025 Q4
|
1/6/2026 |
185
|
$720 M
|
| Martin Capital Partners, LLC |
2025 Q4
|
1/6/2026 |
70
|
$270 k
|
| Advance Capital Management, Inc. |
2025 Q4
|
1/6/2026 |
175
|
$2.4 B
|
| Board of the Pension Protection Fund |
2025 Q4
|
1/6/2026 |
251
|
$110 M
|
| Investors Research Corp |
2025 Q4
|
1/6/2026 |
846
|
$550 M
|
| NEVILLE RODIE & SHAW INC |
2025 Q4
|
1/6/2026 |
337
|
$1.4 M
|
| Stephens Group, LLC |
2025 Q4
|
1/6/2026 |
3
|
$190 M
|
| Leibman Financial Services, Inc. |
2025 Q4
|
1/5/2026 |
51
|
$140 M
|
| Red Spruce Capital, LLC |
2025 Q4
|
1/5/2026 |
93
|
$250 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q4
|
1/5/2026 |
13
|
$170 M
|
| GAMMA Investing LLC |
2025 Q4
|
1/5/2026 |
4,094
|
$2.0 B
|
| JACOBS & CO/CA |
2025 Q4
|
1/5/2026 |
124
|
$1.1 M
|
| Rosenberg Matthew Hamilton |
2025 Q4
|
1/5/2026 |
803
|
$480 M
|
| LifeGuide Financial Advisors, LLC |
2025 Q4
|
1/5/2026 |
47
|
$300 M
|
| Catherine Avery Investment Management LLC |
2024 Q4 - RESTATEMENT
|
1/5/2026 |
176
|
$110 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/5/2026 |
159
|
$3.5 B
|
| COMMONS CAPITAL, LLC |
2025 Q4
|
1/5/2026 |
111
|
$150 M
|
| FIRST HAWAIIAN BANK |
2025 Q4
|
1/5/2026 |
146
|
$750 M
|
| PARK NATIONAL CORP /OH/ |
2025 Q4
|
1/5/2026 |
511
|
$3.2 B
|