Institutional portfolios
Quarterly reports filed by institutional managers.
This is history, not a current position. Managers report their holdings as of the quarter end and file up to 45 days later. By the time a report is public the portfolio has already changed. Nothing here describes what a manager holds today.
Managers on record
200
Positions recorded
441,200
Quarters covered
3
Median portfolio size
1,086
positions per manager
Largest portfolio
49,968
positions
Smallest portfolio
609
positions
Most recent quarter
2026Q3
Managers with one position
0
| Manager | Quarter | Positions | Reported value | Filed | Recorded (UTC) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2026Q2 | 49,968 | $6.7T | 2026-08-07 | 2026-08-08 03:51:54.443 UTC |
| Bank of New York Mellon Corp | 2026Q2 | 33,799 | $609.4B | 2026-08-06 | 2026-08-07 03:50:55.512 UTC |
| CITADEL ADVISORS LLC | 2026Q2 | 16,122 | $875B | 2026-09-02 | 2026-09-07 03:51:12.957 UTC |
| BANK OF MONTREAL /CAN/ | 2026Q2 | 14,271 | $303.7B | 2026-08-12 | 2026-08-13 03:50:23.330 UTC |
| M&T Bank Corp | 2026Q1 | 13,689 | $30.5B | 2026-09-04 | 2026-09-07 03:50:15.932 UTC |
| AMERIPRISE FINANCIAL INC | 2026Q2 | 11,508 | $494.7B | 2026-08-14 | 2026-08-15 03:50:33.900 UTC |
| CITIGROUP INC | 2026Q2 | 11,343 | $302.7B | 2026-08-03 | 2026-08-06 03:54:52.286 UTC |
| BESSEMER GROUP INC | 2026Q2 | 10,064 | $72.7M | 2026-08-12 | 2026-08-13 03:50:57.224 UTC |
| Farther Finance Advisors, LLC | 2026Q3 | 6,201 | $14.2B | 2026-10-08 | 2026-10-09 03:51:03.381 UTC |
| Amundi | 2026Q2 | 5,522 | $412.6B | 2026-08-11 | 2026-08-12 03:50:21.307 UTC |
| Allworth Financial LP | 2026Q2 | 5,255 | $23.6B | 2026-08-11 | 2026-08-12 03:50:09.646 UTC |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026Q2 | 4,415 | $79.5B | 2026-07-29 | 2026-08-06 04:01:44.099 UTC |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2026Q2 | 4,387 | $494.2M | 2026-07-17 | 2026-07-26 16:42:52.098 UTC |
| GAMMA Investing LLC | 2026Q3 | 4,329 | $3B | 2026-10-08 | 2026-10-09 03:51:30.802 UTC |
| Axiom Investment Management LLC | 2026Q2 | 4,311 | $149.7M | 2026-07-31 | 2026-08-06 03:58:38.444 UTC |
| Parkside Financial Bank & Trust | 2026Q2 | 4,143 | $1.5B | 2026-09-04 | 2026-09-07 03:50:05.287 UTC |
| Allianz Asset Management GmbH | 2026Q2 | 3,981 | $123.1B | 2026-09-02 | 2026-09-07 03:51:02.608 UTC |
| Cambridge Investment Research Advisors, Inc. | 2026Q2 | 3,774 | $43.3M | 2026-07-27 | 2026-08-06 04:04:51.260 UTC |
| ASSETMARK, INC | 2026Q3 | 3,773 | $59.5B | 2026-10-21 | 2026-10-22 03:50:21.145 UTC |
| Ascent Group, LLC | 2026Q2 | 3,754 | $3.3B | 2026-08-03 | 2026-08-06 03:54:10.941 UTC |
| Ameritas Investment Partners, Inc. | 2026Q2 | 3,748 | $3.8B | 2026-08-13 | 2026-08-14 03:50:38.354 UTC |
| MERCER GLOBAL ADVISORS INC /ADV | 2026Q2 | 3,717 | $80.9B | 2026-08-19 | 2026-08-20 03:50:18.193 UTC |
| Allspring Global Investments Holdings, LLC | 2026Q2 | 3,632 | $65.2B | 2026-08-13 | 2026-08-14 03:50:26.006 UTC |
| ALLIANCEBERNSTEIN L.P. | 2026Q2 | 3,339 | $302.3B | 2026-08-14 | 2026-08-15 03:50:22.417 UTC |
| Atlantic Union Bankshares Corp | 2026Q2 | 3,183 | $6B | 2026-08-11 | 2026-08-12 03:50:35.059 UTC |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026Q2 | 3,002 | $108.6B | 2026-08-24 | 2026-08-25 03:50:04.044 UTC |
| Caitong International Asset Management Co., Ltd | 2026Q2 | 2,999 | $728.9M | 2026-08-05 | 2026-08-06 03:51:05.103 UTC |
| AMERICAN CENTURY COMPANIES INC | 2026Q2 | 2,884 | $226.3B | 2026-08-12 | 2026-08-13 03:50:04.634 UTC |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2026Q2 | 2,872 | $128.1B | 2026-09-09 | 2026-09-10 03:50:13.229 UTC |
| Versant Capital Management, Inc | 2026Q3 | 2,804 | $1.2B | 2026-10-02 | 2026-10-03 03:50:15.741 UTC |
| &PARTNERS | 2026Q2 | 2,509 | $24.4B | 2026-08-14 | 2026-08-15 03:50:03.244 UTC |
| Integrated Wealth Concepts LLC | 2026Q2 | 2,404 | $15.3B | 2026-09-09 | 2026-09-10 03:50:07.603 UTC |
| MassMutual Private Wealth & Trust, FSB | 2026Q3 | 2,398 | $3.8B | 2026-10-05 | 2026-10-06 03:50:28.044 UTC |
| Advisor OS, LLC | 2026Q2 | 2,339 | $1.5B | 2026-08-05 | 2026-08-06 03:50:22.415 UTC |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026Q2 | 2,334 | $34B | 2026-08-17 | 2026-08-18 03:50:48.475 UTC |
| Capital Analysts, LLC | 2026Q2 | 2,319 | $4.3M | 2026-08-05 | 2026-08-06 03:51:18.464 UTC |
| Compound Planning, Inc. | 2026Q2 | 2,302 | $3.8B | 2026-08-04 | 2026-08-06 03:53:29.662 UTC |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2026Q3 | 2,141 | $5.7B | 2026-10-23 | 2026-10-24 03:51:58.833 UTC |
| FIRST HORIZON CORP | 2026Q2 | 2,120 | $1.7B | 2026-07-20 | 2026-08-06 04:07:53.696 UTC |
| ARIZONA STATE RETIREMENT SYSTEM | 2026Q2 | 2,071 | $19.9B | 2026-08-07 | 2026-08-08 03:50:54.952 UTC |
| BLAIR WILLIAM & CO/IL | 2026Q2 | 2,054 | $38.4B | 2026-08-11 | 2026-08-12 03:50:46.429 UTC |
| Bogart Wealth, LLC | 2026Q2 | 2,013 | $2.9B | 2026-07-24 | 2026-07-26 16:40:52.695 UTC |
| BENJAMIN EDWARDS INC | 2026Q2 | 1,998 | $11B | 2026-07-24 | 2026-07-26 16:40:42.622 UTC |
| ACADIAN ASSET MANAGEMENT LLC | 2026Q2 | 1,987 | $84.2M | 2026-08-13 | 2026-08-14 03:50:06.701 UTC |
| Nykredit A/S | 2026Q2 | 1,945 | $26.2B | 2026-09-08 | 2026-09-09 03:50:04.122 UTC |
| Ascentis Independent Advisors | 2026Q2 | 1,917 | $1.7B | 2026-07-30 | 2026-08-06 04:00:35.516 UTC |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026Q2 | 1,887 | $225.4B | 2026-08-13 | 2026-08-14 03:50:17.614 UTC |
| Boston Partners | 2026Q2 | 1,850 | $112.6B | 2026-08-04 | 2026-08-06 03:52:42.128 UTC |
| Equitable Holdings, Inc. | 2026Q2 | 1,835 | $16.7B | 2026-08-17 | 2026-08-18 03:50:27.491 UTC |
| BROWN BROTHERS HARRIMAN & CO | 2026Q2 | 1,818 | $22.8B | 2026-08-12 | 2026-08-13 03:51:18.908 UTC |
| Aberdeen Group plc | 2026Q2 | 1,805 | $71.2B | 2026-07-31 | 2026-08-06 03:58:03.368 UTC |
| FARMERS & MERCHANTS INVESTMENTS INC | 2026Q2 | 1,760 | $4.1B | 2026-07-20 | 2026-08-06 04:06:57.879 UTC |
| Ensign Peak Advisors, Inc | 2026Q1 | 1,708 | $53.7B | 2026-08-18 | 2026-08-19 03:50:28.709 UTC |
| CHOREO, LLC | 2026Q2 | 1,690 | $9.1B | 2026-08-04 | 2026-08-06 03:53:11.419 UTC |
| Daiwa Securities Group Inc. | 2026Q2 | 1,672 | $51.1B | 2026-07-31 | 2026-08-06 04:00:08.748 UTC |
| CX Institutional | 2026Q3 | 1,669 | $369.2K | 2026-10-02 | 2026-10-03 03:50:04.035 UTC |
| Apollon Wealth Management, LLC | 2026Q3 | 1,648 | $8.7B | 2026-10-23 | 2026-10-24 03:50:54.699 UTC |
| Chicago Partners Investment Group LLC | 2026Q2 | 1,639 | $5B | 2026-07-30 | 2026-08-06 04:01:08.864 UTC |
| GK Wealth Management LLC | 2026Q3 | 1,628 | $177.6M | 2026-10-09 | 2026-10-10 03:50:49.238 UTC |
| Jefferies Financial Group Inc. | 2026Q2 | 1,621 | $15.2B | 2026-08-17 | 2026-08-18 03:50:38.870 UTC |
| AMALGAMATED BANK | 2026Q3 | 1,617 | $14.3M | 2026-10-23 | 2026-10-24 03:50:13.633 UTC |
| Ashton Thomas Private Wealth, LLC | 2026Q2 | 1,606 | $4.8B | 2026-07-29 | 2026-08-06 04:01:24.292 UTC |
| Cromwell Holdings LLC | 2026Q2 | 1,589 | $222.8M | 2026-07-14 | 2026-08-06 04:11:44.007 UTC |
| AMERIFLEX GROUP, INC. | 2026Q2 | 1,574 | $244.7M | 2026-08-14 | 2026-08-15 03:50:30.995 UTC |
| Kingsview Wealth Management, LLC | 2026Q2 | 1,574 | $8.3B | 2026-08-19 | 2026-08-20 03:50:08.219 UTC |
| EASTERN BANK | 2026Q3 | 1,560 | $6.6B | 2026-10-05 | 2026-10-06 03:50:15.409 UTC |
| ALLSTATE CORP | 2026Q2 | 1,524 | $10B | 2026-08-13 | 2026-08-14 03:50:14.013 UTC |
| BOKF, NA | 2026Q2 | 1,505 | $7.3B | 2026-08-10 | 2026-08-11 03:50:26.259 UTC |
| Handelsbanken Fonder AB | 2026Q2 | 1,485 | $35.1M | 2026-07-10 | 2026-08-06 04:12:36.306 UTC |
| CARY STREET PARTNERS FINANCIAL LLC | 2026Q2 | 1,445 | $4.6B | 2026-07-17 | 2026-07-26 16:42:48.526 UTC |
| Creative Capital Management Investments LLC | 2026Q2 | 1,438 | $433.5M | 2026-07-24 | 2026-08-06 04:05:46.800 UTC |
| CIBC Asset Management Inc | 2026Q2 | 1,428 | $45.6B | 2026-08-03 | 2026-08-06 03:54:45.738 UTC |
| BRIGHTON JONES LLC | 2026Q2 | 1,423 | $5.4B | 2026-08-11 | 2026-08-12 03:50:51.010 UTC |
| GILPIN WEALTH MANAGEMENT, LLC | 2026Q3 | 1,422 | $147.9M | 2026-10-09 | 2026-10-10 03:50:45.307 UTC |
| Cullen/Frost Bankers, Inc. | 2026Q2 | 1,418 | $10.1B | 2026-07-27 | 2026-08-06 04:04:42.051 UTC |
| DAVENPORT & Co LLC | 2026Q3 | 1,389 | $19.9B | 2026-10-14 | 2026-10-15 03:50:21.545 UTC |
| Envestnet Portfolio Solutions, Inc. | 2026Q2 | 1,369 | $20.9B | 2026-07-20 | 2026-08-06 04:06:50.342 UTC |
| Abound Wealth Management | 2026Q2 | 1,361 | $503.9M | 2026-07-10 | 2026-07-26 16:44:27.544 UTC |
| CITIZENS FINANCIAL GROUP INC/RI | 2026Q3 | 1,361 | $8.6B | 2026-10-23 | 2026-10-24 03:51:30.153 UTC |
| DiNuzzo Private Wealth, Inc. | 2026Q2 | 1,351 | $1B | 2026-07-10 | 2026-07-26 16:44:38.666 UTC |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2026Q2 | 1,342 | $8B | 2026-07-24 | 2026-07-26 16:40:38.698 UTC |
| ELEVATION WEALTH PARTNERS, LLC | 2026Q3 | 1,342 | $355.8M | 2026-10-07 | 2026-10-08 03:50:26.279 UTC |
| Caitlin John, LLC | 2026Q2 | 1,322 | $183.2M | 2026-08-17 | 2026-08-18 03:50:08.832 UTC |
| Cassaday & Co Wealth Management LLC | 2026Q2 | 1,319 | $5.3B | 2026-08-10 | 2026-08-11 03:50:37.778 UTC |
| Brookstone Capital Management | 2026Q3 | 1,316 | $10.1B | 2026-10-22 | 2026-10-23 03:50:50.545 UTC |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 2026Q2 | 1,300 | $16.7B | 2026-08-25 | 2026-08-26 03:50:15.192 UTC |
| Crossmark Global Holdings, Inc. | 2026Q3 | 1,271 | $7.7B | 2026-10-21 | 2026-10-22 03:51:28.281 UTC |
| Asset Dedication, LLC | 2026Q2 | 1,243 | $1.6B | 2026-07-30 | 2026-08-06 04:00:41.801 UTC |
| Caprock Group, LLC | 2026Q2 | 1,234 | $5.2B | 2026-07-27 | 2026-08-06 04:05:21.697 UTC |
| ALGERT GLOBAL LLC | 2026Q2 | 1,234 | $8.4B | 2026-08-13 | 2026-08-14 03:50:11.548 UTC |
| Anchor Investment Management, LLC | 2026Q2 | 1,207 | $1.3B | 2026-09-15 | 2026-09-18 03:50:20.159 UTC |
| American Capital Advisory, LLC | 2026Q2 | 1,164 | $274.8M | 2026-07-28 | 2026-08-06 04:02:21.716 UTC |
| Cedar Mountain Advisors, LLC | 2026Q3 | 1,163 | $589.9M | 2026-10-15 | 2026-10-16 03:51:02.602 UTC |
| Planning Strategies Inc. | 2026Q3 | 1,159 | $168.9M | 2026-10-02 | 2026-10-03 03:50:11.099 UTC |
| B. Metzler seel. Sohn & Co. AG | 2026Q2 | 1,137 | $11.6B | 2026-08-11 | 2026-08-12 03:50:42.023 UTC |
| Crewe Advisors LLC | 2026Q2 | 1,135 | $1.4B | 2026-07-24 | 2026-08-06 04:05:52.185 UTC |
| Belpointe Asset Management LLC | 2026Q2 | 1,121 | $3.1B | 2026-07-31 | 2026-08-06 03:59:20.055 UTC |
| CENTAURUS FINANCIAL, INC. | 2026Q2 | 1,115 | $2.6B | 2026-08-17 | 2026-08-18 03:50:06.531 UTC |
| Assenagon Asset Management S.A. | 2026Q3 | 1,096 | $103.3B | 2026-10-15 | 2026-10-16 03:50:19.295 UTC |
| Grove Bank & Trust | 2026Q3 | 1,086 | $1B | 2026-10-08 | 2026-10-09 03:51:54.043 UTC |
| Hilltop National Bank | 2026Q2 | 1,072 | $468.4M | 2026-07-02 | 2026-07-26 16:47:10.603 UTC |
| Ares Financial Consulting, LLC | 2026Q3 | 1,069 | $144.6M | 2026-10-19 | 2026-10-20 03:50:08.945 UTC |
| Principia Wealth Advisory, LLC | 2026Q2 | 1,065 | $200.9M | 2026-08-26 | 2026-08-27 03:50:08.161 UTC |
| Clark Wealth Partners | 2026Q3 | 1,061 | $192.6M | 2026-10-19 | 2026-10-20 03:50:27.925 UTC |
| Calamos Advisors LLC | 2026Q2 | 1,059 | $30.1B | 2026-07-31 | 2026-08-06 03:59:46.827 UTC |
| BROWN, LISLE/CUMMINGS, INC. | 2026Q3 | 1,058 | $453M | 2026-10-16 | 2026-10-17 03:50:16.619 UTC |
| Activest Wealth Management | 2026Q3 | 1,052 | $540.4M | 2026-10-15 | 2026-10-16 03:50:09.337 UTC |
| Dynamic Advisor Solutions LLC | 2026Q2 | 1,045 | $3.5B | 2026-07-07 | 2026-07-26 16:45:47.627 UTC |
| ARMSTRONG ADVISORY GROUP, INC | 2026Q3 | 1,041 | $1.7B | 2026-10-09 | 2026-10-10 03:50:09.851 UTC |
| Belvedere Trading LLC | 2026Q2 | 1,038 | $87.6B | 2026-07-31 | 2026-08-06 03:59:26.014 UTC |
| Bruce G. Allen Investments, LLC | 2026Q2 | 1,037 | $156.9M | 2026-07-31 | 2026-08-06 03:59:37.593 UTC |
| Fulcrum Asset Management LLP | 2026Q2 | 1,037 | $1B | 2026-08-18 | 2026-08-19 03:50:05.107 UTC |
| AGF MANAGEMENT LTD | 2026Q2 | 1,036 | $25.8B | 2026-08-10 | 2026-08-11 03:50:05.533 UTC |
| Elyxium Wealth, LLC | 2026Q2 | 1,014 | $952.1M | 2026-08-03 | 2026-08-06 03:57:35.699 UTC |
| Campbell & CO Investment Adviser LLC | 2026Q2 | 1,005 | $1.9B | 2026-08-03 | 2026-08-06 03:56:10.216 UTC |
| Composition Wealth, LLC | 2026Q2 | 1,004 | $8.5B | 2026-07-22 | 2026-08-06 04:06:26.385 UTC |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2026Q2 | 1,002 | $71.3B | 2026-08-14 | 2026-08-15 03:50:15.903 UTC |
| Ankerstar Wealth, LLC | 2026Q2 | 1,001 | $119.3M | 2026-08-13 | 2026-08-14 03:50:46.159 UTC |
| Fifth Third Wealth Advisors LLC | 2026Q2 | 992 | $3.6B | 2026-07-17 | 2026-08-06 04:09:49.251 UTC |
| Aventura Private Wealth, LLC | 2026Q2 | 986 | $326M | 2026-07-15 | 2026-07-26 16:43:38.803 UTC |
| Crestwood Advisors Group, LLC | 2026Q2 | 985 | $6.7B | 2026-08-03 | 2026-08-06 03:56:37.407 UTC |
| AXXCESS WEALTH MANAGEMENT, LLC | 2026Q3 | 983 | $2.4B | 2026-10-21 | 2026-10-22 03:50:56.483 UTC |
| Arlington Capital Management, Inc. | 2026Q3 | 969 | $1.3B | 2026-10-20 | 2026-10-21 03:50:12.725 UTC |
| AXQ CAPITAL, LP | 2026Q2 | 960 | $919.7M | 2026-08-06 | 2026-08-07 03:50:21.793 UTC |
| Asset Management One Co., Ltd. | 2026Q2 | 957 | $39B | 2026-07-28 | 2026-08-06 04:02:28.228 UTC |
| Central Pacific Bank - Trust Division | 2026Q3 | 951 | $952M | 2026-10-06 | 2026-10-07 03:50:25.396 UTC |
| CALDWELL SUTTER CAPITAL, INC. | 2026Q2 | 930 | $265.2M | 2026-08-05 | 2026-08-06 03:51:02.878 UTC |
| Banco Santander, S.A. | 2026Q2 | 929 | $16.1B | 2026-07-29 | 2026-08-06 04:01:37.960 UTC |
| Aspect Partners, LLC | 2026Q3 | 917 | $264.4M | 2026-10-20 | 2026-10-21 03:50:14.960 UTC |
| Bayforest Capital Ltd | 2026Q2 | 917 | $108.2M | 2026-08-05 | 2026-08-06 03:50:58.261 UTC |
| Retirement Wealth Solutions LLC | 2026Q3 | 907 | $189.2M | 2026-10-07 | 2026-10-08 03:51:24.862 UTC |
| BRIDGES INVESTMENT MANAGEMENT INC | 2026Q2 | 906 | $8.2B | 2026-08-07 | 2026-08-08 03:51:30.238 UTC |
| Banque Cantonale Vaudoise | 2026Q2 | 904 | $721.7M | 2026-07-31 | 2026-08-06 03:59:15.216 UTC |
| Abel Hall, LLC | 2026Q3 | 890 | $555.6M | 2026-10-19 | 2026-10-20 03:50:04.768 UTC |
| BAILLIE GIFFORD & CO | 2026Q2 | 880 | $110.2B | 2026-08-06 | 2026-08-07 03:50:48.879 UTC |
| Allianz SE | 2026Q2 | 878 | $9.5B | 2026-08-10 | 2026-08-11 03:50:07.670 UTC |
| Apella Capital, LLC | 2026Q3 | 857 | $7.9B | 2026-10-08 | 2026-10-09 03:50:23.720 UTC |
| AVIVA PLC | 2026Q2 | 854 | $67.9B | 2026-08-13 | 2026-08-14 03:50:21.961 UTC |
| Avanza Fonder AB | 2026Q3 | 851 | $5.2B | 2026-10-13 | 2026-10-14 03:50:41.570 UTC |
| Dogwood Wealth Management LLC | 2026Q2 | 851 | $253.8M | 2026-07-06 | 2026-07-26 16:46:32.272 UTC |
| Elevated Capital Advisors, LLC | 2026Q2 | 849 | $363.6M | 2026-08-03 | 2026-08-06 03:57:29.979 UTC |
| Baker Avenue Asset Management, LP | 2026Q2 | 827 | $5.3B | 2026-07-28 | 2026-08-06 04:02:52.348 UTC |
| Rosenberg Matthew Hamilton | 2026Q3 | 817 | $558.5M | 2026-10-05 | 2026-10-06 03:50:51.708 UTC |
| AlTi Global, Inc. | 2026Q2 | 811 | $4.8B | 2026-08-05 | 2026-08-06 03:50:41.111 UTC |
| DAYMARK WEALTH PARTNERS, LLC | 2026Q2 | 810 | $4.1B | 2026-07-31 | 2026-08-06 04:00:00.408 UTC |
| City State Bank | 2026Q2 | 809 | $436.4M | 2026-07-14 | 2026-07-26 16:44:05.738 UTC |
| Glenview Trust Co | 2026Q2 | 809 | $7.2B | 2026-08-18 | 2026-08-19 03:50:32.402 UTC |
| ABN AMRO INVESTMENT SOLUTIONS | 2026Q3 | 804 | $13.2B | 2026-10-21 | 2026-10-22 03:50:06.073 UTC |
| ALBION FINANCIAL GROUP /UT | 2026Q3 | 792 | $1.8B | 2026-10-21 | 2026-10-22 03:50:14.391 UTC |
| BOK Financial Private Wealth, Inc. | 2026Q2 | 792 | $1.9B | 2026-08-10 | 2026-08-11 03:50:24.512 UTC |
| Investors Research Corp | 2026Q3 | 790 | $569M | 2026-10-07 | 2026-10-08 03:50:53.888 UTC |
| Noble Wealth Management PBC | 2026Q3 | 788 | $223.4M | 2026-10-01 | 2026-10-02 03:50:11.313 UTC |
| MOODY NATIONAL BANK TRUST DIVISION | 2026Q3 | 788 | $1.2B | 2026-10-06 | 2026-10-07 03:50:44.084 UTC |
| Avior Wealth Management, LLC | 2026Q3 | 786 | $3.8B | 2026-10-13 | 2026-10-14 03:50:51.064 UTC |
| Darwin Wealth Management, LLC | 2026Q2 | 777 | $593.5M | 2026-07-21 | 2026-08-06 04:06:36.883 UTC |
| Breakwater Investment Management | 2026Q3 | 774 | $301.7M | 2026-10-20 | 2026-10-21 03:50:25.472 UTC |
| BFSG, LLC | 2026Q2 | 769 | $1.1B | 2026-07-20 | 2026-07-26 16:42:29.543 UTC |
| CWA Asset Management Group, LLC | 2026Q3 | 763 | $3.4B | 2026-10-19 | 2026-10-20 03:50:22.513 UTC |
| AlphaGrep UK Ltd | 2026Q1 | 759 | $345.6M | 2026-08-13 | 2026-08-14 03:50:35.428 UTC |
| Avidian Wealth Enterprises, LLC | 2026Q3 | 753 | $3.6B | 2026-10-08 | 2026-10-09 03:50:40.127 UTC |
| BAILARD, INC. | 2026Q3 | 746 | $4.9B | 2026-10-13 | 2026-10-14 03:50:56.677 UTC |
| BI Asset Management Fondsmaeglerselskab A/S | 2026Q3 | 746 | $13.1M | 2026-10-22 | 2026-10-23 03:50:37.644 UTC |
| COUNTRY TRUST BANK | 2026Q2 | 742 | $5.7B | 2026-07-15 | 2026-07-26 16:43:51.709 UTC |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2026Q2 | 733 | $16.1B | 2026-08-12 | 2026-08-13 03:50:21.460 UTC |
| TOMPKINS FINANCIAL CORP | 2026Q3 | 727 | $1.4B | 2026-10-05 | 2026-10-06 03:50:55.386 UTC |
| GoalVest Advisory LLC | 2026Q3 | 725 | $578.2M | 2026-10-02 | 2026-10-03 03:50:08.716 UTC |
| Compagnie Lombard Odier SCmA | 2026Q2 | 717 | $9.2B | 2026-07-29 | 2026-08-06 04:02:04.682 UTC |
| Bangor Savings Bank | 2026Q3 | 711 | $1.3B | 2026-10-06 | 2026-10-07 03:50:06.226 UTC |
| Beaird Harris Wealth Management, LLC | 2026Q2 | 709 | $1.6B | 2026-07-08 | 2026-07-26 16:45:13.314 UTC |
| GILL CAPITAL PARTNERS, LLC | 2026Q2 | 702 | $377.5M | 2026-08-20 | 2026-08-21 03:50:06.671 UTC |
| Rehmann Capital Advisory Group | 2026Q2 | 702 | $2.2B | 2026-08-20 | 2026-08-21 03:50:09.924 UTC |
| WELLINGTON-ALTUS USA INC. | 2026Q2 | 699 | $140.3M | 2026-09-17 | 2026-09-18 03:50:08.878 UTC |
| STOCK YARDS BANK & TRUST CO | 2026Q2 | 694 | $3.5B | 2026-08-19 | 2026-08-20 03:50:26.486 UTC |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 2026Q2 | 691 | $4.6B | 2026-07-17 | 2026-08-06 04:10:17.956 UTC |
| Community Financial Services Group, LLC | 2026Q3 | 680 | $654.9M | 2026-10-15 | 2026-10-16 03:51:12.658 UTC |
| AdvisorNet Financial, Inc | 2026Q3 | 673 | $2.2B | 2026-10-15 | 2026-10-16 03:50:13.153 UTC |
| BARRETT & COMPANY, INC. | 2026Q3 | 671 | $365.7M | 2026-10-22 | 2026-10-23 03:50:31.098 UTC |
| Center for Financial Planning, Inc. | 2026Q2 | 669 | $1.1B | 2026-07-21 | 2026-07-26 16:42:17.548 UTC |
| Alberta Investment Management Corp | 2026Q2 | 665 | $17.9B | 2026-08-06 | 2026-08-07 03:50:27.611 UTC |
| CHICAGO TRUST Co NA | 2026Q2 | 662 | $690.1M | 2026-07-16 | 2026-07-26 16:43:26.688 UTC |
| Crews Bank & Trust | 2026Q2 | 662 | $766M | 2026-07-16 | 2026-08-06 04:10:33.473 UTC |
| Bank Julius Baer & Co. Ltd, Zurich | 2026Q2 | 661 | $38.6B | 2026-08-10 | 2026-08-11 03:50:31.406 UTC |
| Align Financial, LLC | 2026Q3 | 653 | $209.9M | 2026-10-16 | 2026-10-17 03:50:08.452 UTC |
| BURNEY CO/ | 2026Q3 | 646 | $3.7B | 2026-10-15 | 2026-10-16 03:50:37.042 UTC |
| Catalyst Funds Management Pty Ltd | 2026Q2 | 646 | $1.8B | 2026-08-10 | 2026-08-11 03:50:40.530 UTC |
| Clear Creek Financial Management, LLC | 2026Q2 | 643 | $1.6B | 2026-07-28 | 2026-08-06 04:03:31.891 UTC |
| CNB Bank | 2026Q2 | 641 | $256.6M | 2026-08-06 | 2026-08-07 03:52:47.024 UTC |
| ADIRONDACK TRUST CO | 2026Q3 | 637 | $319.8M | 2026-10-14 | 2026-10-15 03:50:06.153 UTC |
| Chesley Taft & Associates LLC | 2026Q2 | 637 | $2.6B | 2026-07-08 | 2026-07-26 16:45:17.443 UTC |
| Aprio Wealth Management, LLC | 2026Q2 | 636 | $2B | 2026-07-24 | 2026-07-26 16:40:29.172 UTC |
| CITY HOLDING CO | 2026Q3 | 636 | $897.9M | 2026-10-19 | 2026-10-20 03:50:20.362 UTC |
| Sankala Group LLC | 2026Q2 | 636 | $149.8M | 2026-08-18 | 2026-08-19 03:50:16.553 UTC |
| ANGELES WEALTH MANAGEMENT, LLC | 2026Q2 | 632 | $2.2B | 2026-07-28 | 2026-08-06 04:02:13.082 UTC |
| 1832 Asset Management L.P. | 2026Q2 | 630 | $199.4B | 2026-08-13 | 2026-08-14 03:50:04.721 UTC |
| Atlantic Edge Private Wealth Management, LLC | 2026Q3 | 628 | $486.6M | 2026-10-20 | 2026-10-21 03:50:17.902 UTC |
| Byrne Asset Management LLC | 2026Q3 | 624 | $179.1M | 2026-10-06 | 2026-10-07 03:50:12.772 UTC |
| Boston Trust Walden Corp | 2026Q2 | 620 | $13.1B | 2026-07-24 | 2026-07-26 16:40:56.795 UTC |
| AMERICAN NATIONAL BANK & TRUST | 2026Q3 | 618 | $1.1B | 2026-10-07 | 2026-10-08 03:50:04.035 UTC |
| 1015 Capital Partners, LLC | 2026Q2 | 609 | $119.4M | 2026-07-21 | 2026-07-26 16:41:56.605 UTC |
| Checchi Capital Advisers, LLC | 2026Q2 | 609 | $2.2B | 2026-08-04 | 2026-08-06 03:53:22.785 UTC |