| KEYSTONE INVESTORS PTE LTD |
2024 Q1
|
5/10/2024 |
73
|
$1.2 B
|
| Heritage Trust Co |
2024 Q1
|
5/10/2024 |
444
|
$750 M
|
| SigFig Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
127
|
$2.7 B
|
| Torray Investment Partners LLC |
2024 Q1 - RESTATEMENT
|
5/10/2024 |
92
|
$670 M
|
| Pacer Advisors, Inc. |
2024 Q1
|
5/10/2024 |
3,707
|
$43 B
|
| Kendall Capital Management |
2024 Q1
|
5/10/2024 |
210
|
$290 M
|
| Financial Advisory Group |
2024 Q1
|
5/10/2024 |
91
|
$570 M
|
| V2 Financial group LLC |
2023 Q1
|
5/10/2024 |
58
|
$140 M
|
| V2 Financial group LLC |
2023 Q2
|
5/10/2024 |
62
|
$140 M
|
| rhino investment partners, Inc |
2024 Q1
|
5/10/2024 |
22
|
$520 M
|
| V2 Financial group LLC |
2023 Q3
|
5/10/2024 |
58
|
$130 M
|
| PIER 88 INVESTMENT PARTNERS LLC |
2024 Q1
|
5/10/2024 |
135
|
$410 M
|
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
2024 Q1
|
5/10/2024 |
109
|
$5.4 B
|
| V2 Financial group LLC |
2022 Q4
|
5/10/2024 |
60
|
$130 M
|
| Tortoise Index Solutions, LLC |
2024 Q1
|
5/10/2024 |
64
|
$500 M
|
| CORNERCAP INVESTMENT COUNSEL INC |
2024 Q1
|
5/10/2024 |
656
|
$650 M
|
| Peachtree Investment Partners, LLC |
2024 Q1
|
5/10/2024 |
98
|
$250 M
|
| L & S Advisors Inc |
2024 Q1
|
5/10/2024 |
332
|
$880 M
|
| V2 Financial group LLC |
2022 Q3
|
5/10/2024 |
57
|
$110 M
|
| Veritas Asset Management LLP |
2024 Q1
|
5/10/2024 |
33
|
$14 B
|
| Marathon Trading Investment Management LLC |
2024 Q1
|
5/10/2024 |
376
|
$1.3 B
|
| V2 Financial group LLC |
2022 Q2
|
5/10/2024 |
59
|
$120 M
|
| KilterHowling LLC |
2024 Q1
|
5/10/2024 |
46
|
$140 M
|
| V2 Financial group LLC |
2022 Q1
|
5/10/2024 |
62
|
$130 M
|
| V2 Financial group LLC |
2021 Q4
|
5/10/2024 |
71
|
$130 M
|
| FIRST NATIONAL BANK OF OMAHA |
2024 Q1
|
5/10/2024 |
496
|
$1.6 B
|
| SEAVIEW INVESTMENT MANAGERS LLC |
2024 Q1
|
5/10/2024 |
208
|
$330 M
|
| Clear Harbor Asset Management, LLC |
2024 Q1
|
5/10/2024 |
366
|
$1.1 B
|
| Atlas Wealth LLC |
2024 Q1
|
5/10/2024 |
79
|
$200 M
|
| Argent Trust Co |
2024 Q1
|
5/10/2024 |
1,452
|
$2.2 B
|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
2024 Q1
|
5/10/2024 |
90
|
$790 M
|
| Kopion Asset Management, LLC |
2024 Q1
|
5/10/2024 |
18
|
$140 M
|
| V2 Financial group LLC |
2021 Q3
|
5/10/2024 |
61
|
$120 M
|
| Somerset Group LLC |
2024 Q1
|
5/10/2024 |
60
|
$110 M
|
| Symmetry Investments LP |
2024 Q1
|
5/10/2024 |
171
|
$1.7 B
|
| Collaborative Wealth Managment Inc. |
2024 Q1
|
5/10/2024 |
172
|
$200 M
|
| Evernest Financial Advisors, LLC |
2023 Q4
|
5/10/2024 |
122
|
$200 M
|
| Hoya Capital Real Estate, LLC |
2024 Q1
|
5/10/2024 |
8
|
$5.1 M
|
| Hartz Capital, Inc. |
2024 Q1
|
5/10/2024 |
1
|
$0
|
| Kepos Capital LP |
2024 Q1
|
5/10/2024 |
257
|
$390 M
|
| MACKENZIE FINANCIAL CORP |
2024 Q1
|
5/10/2024 |
1,521
|
$69 B
|
| Sanders Capital, LLC |
2024 Q1
|
5/10/2024 |
42
|
$60 B
|
| Y-Intercept (Hong Kong) Ltd |
2024 Q1
|
5/10/2024 |
1,314
|
$1.3 B
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2024 Q1
|
5/10/2024 |
103
|
$250 M
|
| Contrarius Investment Management Ltd |
2024 Q1
|
5/10/2024 |
49
|
$1.7 B
|
| Van Leeuwen & Company, LLC |
2024 Q1
|
5/10/2024 |
88
|
$200 M
|
| HIGHBRIDGE CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/10/2024 |
342
|
$2.7 B
|
| Clearstead Trust, LLC |
2024 Q1
|
5/10/2024 |
427
|
$380 M
|
| MKP Capital Management, L.L.C. |
2024 Q1
|
5/10/2024 |
7
|
$1.1 B
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2024 Q1
|
5/10/2024 |
103
|
$280 M
|
| United Bank |
2024 Q1
|
5/10/2024 |
95
|
$200 M
|
| HARVEY CAPITAL MANAGEMENT INC |
2024 Q1
|
5/10/2024 |
77
|
$340 M
|
| Beaumont Capital Management, LLC |
2024 Q1
|
5/10/2024 |
46
|
$140 M
|
| Knights of Columbus Asset Advisors LLC |
2024 Q1
|
5/10/2024 |
366
|
$1.4 B
|
| Greenwoods Asset Management Hong Kong Ltd. |
2024 Q1
|
5/10/2024 |
56
|
$3.2 B
|
| V2 Financial group LLC |
2021 Q2
|
5/10/2024 |
58
|
$120 M
|
| Kearns & Associates LLC |
2024 Q1
|
5/10/2024 |
42
|
$130 M
|
| V2 Financial group LLC |
2021 Q1
|
5/10/2024 |
56
|
$110 M
|
| Wealth Alliance |
2024 Q1
|
5/10/2024 |
516
|
$760 M
|
| TCG Advisory Services, LLC |
2024 Q1
|
5/10/2024 |
482
|
$1.8 B
|
| Adventist Health System/ West |
2024 Q1
|
5/10/2024 |
5
|
$560 M
|
| SevenBridge Financial Group, LLC |
2024 Q1
|
5/10/2024 |
200
|
$440 M
|
| Liontrust Investment Partners LLP |
2024 Q1
|
5/10/2024 |
196
|
$7.2 B
|
| Syntegra Private Wealth Group, LLC |
2024 Q1
|
5/10/2024 |
140
|
$770 M
|
| OV Management LLC |
2024 Q1
|
5/10/2024 |
65
|
$140 M
|
| SEEDS INVESTOR LLC |
2024 Q1
|
5/10/2024 |
167
|
$110 M
|
| Insight Wealth Partners, LLC |
2024 Q1
|
5/10/2024 |
88
|
$580 M
|
| Sargent Investment Group, LLC |
2024 Q1
|
5/10/2024 |
201
|
$460 M
|
| Riverstone Advisors, LLC |
2024 Q1
|
5/10/2024 |
50
|
$170 M
|
| V2 Financial group LLC |
2020 Q4
|
5/10/2024 |
63
|
$99 M
|
| Meridian Wealth Advisors, LLC |
2024 Q1
|
5/10/2024 |
176
|
$530 M
|
| Otter Creek Advisors, LLC |
2024 Q1
|
5/10/2024 |
46
|
$170 M
|
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
2024 Q1
|
5/10/2024 |
212
|
$520 M
|
| Meridian Wealth Partners, LLC |
2024 Q1
|
5/10/2024 |
107
|
$550 M
|
| Jordan Park Group LLC |
2024 Q1
|
5/10/2024 |
49
|
$1.6 B
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
2024 Q1
|
5/10/2024 |
1
|
$0
|
| CIBC Private Wealth Group, LLC |
2024 Q1
|
5/10/2024 |
3,394
|
$51 B
|
| LOWERY THOMAS, LLC |
2024 Q1
|
5/10/2024 |
46
|
$130 M
|
| Rubric Capital Management LP |
2024 Q1
|
5/10/2024 |
68
|
$3.4 B
|
| Lifeworks Advisors, LLC |
2024 Q1
|
5/10/2024 |
226
|
$360 M
|
| Evernest Financial Advisors, LLC |
2024 Q1
|
5/10/2024 |
125
|
$210 M
|
| BROWN BROTHERS HARRIMAN & CO |
2024 Q1
|
5/10/2024 |
1,158
|
$13 B
|
| WealthCollab, LLC |
2024 Q1
|
5/10/2024 |
933
|
$140 M
|
| Oak Grove Capital LLC |
2024 Q1
|
5/10/2024 |
137
|
$500 M
|
| Global Wealth Management Investment Advisory, Inc. |
2024 Q1
|
5/10/2024 |
133
|
$410 M
|
| Kerntke Otto McGlone Wealth Management Group |
2024 Q1
|
5/10/2024 |
70
|
$100 M
|
| AJOVista, LLC |
2024 Q1
|
5/10/2024 |
80
|
$37 M
|
| Legacy Capital Wealth Partners, LLC |
2024 Q1
|
5/10/2024 |
112
|
$140 M
|
| CITIGROUP INC |
2024 Q1
|
5/10/2024 |
14,238
|
$150 B
|
| International Private Wealth Advisors LLC |
2024 Q1
|
5/10/2024 |
111
|
$52 M
|
| Imprint Wealth LLC |
2024 Q1
|
5/10/2024 |
303
|
$410 M
|
| WELLS FARGO & COMPANY/MN |
2024 Q1
|
5/10/2024 |
18,593
|
$420 B
|
| HARRELL INVESTMENT PARTNERS, LLC |
2024 Q1
|
5/10/2024 |
89
|
$340 M
|
| Bulldog Investors, LLP |
2024 Q1
|
5/10/2024 |
161
|
$300 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2024 Q1
|
5/10/2024 |
245
|
$3.0 B
|
| DIMENSIONAL FUND ADVISORS LP |
2024 Q1
|
5/10/2024 |
14,693
|
$370 B
|
| HILL ISLAND FINANCIAL LLC |
2024 Q1
|
5/10/2024 |
66
|
$300 M
|
| Bison Wealth, LLC |
2024 Q1
|
5/10/2024 |
424
|
$620 M
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2024 Q1
|
5/10/2024 |
65
|
$310 M
|
| ING GROEP NV |
2024 Q1
|
5/10/2024 |
551
|
$15 B
|