| BURKETT FINANCIAL SERVICES, LLC |
2026 Q2
|
7/2/2026 |
266
|
$320 M
|
| ATMOS ADVISORY, LLC |
2026 Q2
|
7/2/2026 |
20
|
$190 M
|
| Cedar Mountain Advisors, LLC |
2026 Q2
|
7/2/2026 |
1,175
|
$580 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q2
|
7/2/2026 |
161
|
$490 M
|
| KERR FINANCIAL PLANNING Corp |
2026 Q2
|
7/2/2026 |
549
|
$90 M
|
| Versant Capital Management, Inc |
2026 Q2
|
7/2/2026 |
2,745
|
$1.1 B
|
| Diesslin Group, Inc. |
2026 Q2
|
7/2/2026 |
59
|
$260 M
|
| Sarver Vrooman Wealth Advisors |
2026 Q2
|
7/2/2026 |
145
|
$170 M
|
| Frisco Financial Planning LLC |
2026 Q2
|
7/2/2026 |
29
|
$130 M
|
| Asset Management Advisors, LLC |
2026 Q2
|
7/2/2026 |
17
|
$180 M
|
| Financial Management, Inc. |
2026 Q1
|
7/2/2026 |
39
|
$110 M
|
| Financial Management, Inc. |
2025 Q4
|
7/2/2026 |
40
|
$110 M
|
| MassMutual Private Wealth & Trust, FSB |
2026 Q2
|
7/2/2026 |
2,444
|
$3.9 B
|
| Brick & Kyle, Associates |
2026 Q1
|
7/2/2026 |
96
|
$300 M
|
| Eleva Capital SAS |
2026 Q2
|
7/2/2026 |
24
|
$340 M
|
| Box Hill Private Wealth LLC |
2026 Q2
|
7/2/2026 |
67
|
$120 M
|
| Kozak & Associates, Inc. |
2026 Q2
|
7/2/2026 |
451
|
$580 M
|
| Gladwyn Financial Advisors, Inc. |
2026 Q2
|
7/2/2026 |
107
|
$160 M
|
| Silverleafe Capital Partners, LLC |
2026 Q2
|
7/2/2026 |
99
|
$370 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q1
|
7/2/2026 |
6
|
$120 M
|
| Robert B. Daugherty Foundation |
2026 Q2
|
7/2/2026 |
1
|
$140 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q4
|
7/2/2026 |
4
|
$130 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q3
|
7/2/2026 |
4
|
$130 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q2
|
7/2/2026 |
4
|
$120 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q1
|
7/2/2026 |
3
|
$120 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2023 Q4
|
7/2/2026 |
3
|
$100 M
|
| First County Bank /CT/ |
2026 Q2
|
7/2/2026 |
385
|
$210 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2023 Q4
|
7/2/2026 |
51
|
$110 M
|
| Bank of Finland |
2026 Q2
|
7/2/2026 |
4
|
$1.5 B
|
| Stairway Partners, LLC |
2026 Q2
|
7/1/2026 |
18
|
$2.1 B
|
| Hilltop National Bank |
2026 Q2
|
7/1/2026 |
1,072
|
$470 M
|
| CX Institutional |
2026 Q2
|
7/1/2026 |
1,569
|
$3.5 M
|
| SWP Investment Management LLC |
2026 Q2
|
7/1/2026 |
43
|
$140 M
|
| SWP Investment Management LLC |
2025 Q2
|
7/1/2026 |
42
|
$85 M
|
| SWP Investment Management LLC |
2026 Q1
|
7/1/2026 |
46
|
$130 M
|
| SWP Investment Management LLC |
2025 Q4
|
7/1/2026 |
48
|
$140 M
|
| SWP Investment Management LLC |
2025 Q3
|
7/1/2026 |
45
|
$100 M
|
| SWP Investment Management LLC |
2025 Q1
|
7/1/2026 |
51
|
$80 M
|
| PVG ASSET MANAGEMENT CORP |
2026 Q2
|
7/1/2026 |
132
|
$170 M
|
| PartnerRe Asset Management CORP |
2026 Q2
|
7/1/2026 |
2
|
$140 M
|
| Noble Wealth Management PBC |
2026 Q2
|
7/1/2026 |
778
|
$220 M
|
| KERR FINANCIAL PLANNING Corp |
2026 Q1 - RESTATEMENT
|
7/1/2026 |
529
|
$140 M
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q2
|
7/1/2026 |
422
|
$6.4 B
|
| Trust Co of the South |
2026 Q2
|
7/1/2026 |
150
|
$710 M
|
| Roxbury Financial LLC |
2026 Q2
|
7/1/2026 |
410
|
$130 M
|
| KERR FINANCIAL PLANNING Corp |
2025 Q3 - RESTATEMENT
|
7/1/2026 |
565
|
$71 M
|
| Beacon Wealthcare LLC |
2026 Q2
|
7/1/2026 |
26
|
$310 M
|
| KERR FINANCIAL PLANNING Corp |
2025 Q4 - RESTATEMENT
|
7/1/2026 |
565
|
$74 M
|
| First Nebraska Trust Co |
2020 Q1
|
7/1/2026 |
137
|
$450 M
|
| CACTI ASSET MANAGEMENT LLC |
2026 Q2
|
7/1/2026 |
76
|
$2.0 B
|
| First Nebraska Trust Co |
2020 Q2
|
7/1/2026 |
147
|
$540 M
|
| EASTERN BANK |
2026 Q2
|
7/1/2026 |
1,466
|
$6.5 B
|
| Valor Advisors LLC |
2026 Q1
|
7/1/2026 |
35
|
$120 M
|
| Valor Advisors LLC |
2025 Q4
|
7/1/2026 |
36
|
$120 M
|
| Miller Global Investments, LLC |
2026 Q2
|
7/1/2026 |
295
|
$120 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2026 Q2
|
7/1/2026 |
411
|
$1.4 B
|
| Adelphi Trust Co |
2026 Q2
|
7/1/2026 |
200
|
$150 M
|
| Marathon Mission, Inc. |
2026 Q2
|
7/1/2026 |
57
|
$200 M
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q2
|
7/1/2026 |
1
|
$130 M
|
| Samson Rock Capital LLP |
2026 Q2
|
7/1/2026 |
4
|
$46 M
|
| GP Brinson Investments LLC |
2026 Q2
|
7/1/2026 |
14
|
$240 M
|
| Global Wealth Strategies & Associates |
2026 Q2
|
7/1/2026 |
97
|
$530 M
|
| Pensionfund Sabic |
2026 Q2
|
7/1/2026 |
76
|
$94 k
|
| Pensionfund PDN |
2026 Q2
|
7/1/2026 |
76
|
$190 k
|