| BAKER TILLY WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/9/2024 |
414
|
$550 M
|
| Obsidian Personal Planning Solutions LLC |
2024 Q1
|
5/9/2024 |
99
|
$150 M
|
| MADISON ASSET MANAGEMENT, LLC |
2024 Q1
|
5/9/2024 |
330
|
$8.1 B
|
| LWM Advisory Services, LLC |
2024 Q1
|
5/9/2024 |
89
|
$120 M
|
| CIBC Asset Management Inc |
2024 Q1
|
5/9/2024 |
1,129
|
$29 B
|
| Frank, Rimerman Advisors LLC |
2024 Q1
|
5/9/2024 |
336
|
$520 M
|
| Left Brain Wealth Management, LLC |
2024 Q1
|
5/9/2024 |
70
|
$210 M
|
| SIERRA SUMMIT ADVISORS LLC |
2024 Q1
|
5/9/2024 |
144
|
$370 M
|
| Wealthquest Corp |
2024 Q1
|
5/9/2024 |
131
|
$930 M
|
| LANDAAS & CO /WI /ADV |
2024 Q1
|
5/9/2024 |
86
|
$310 M
|
| MANAGED ASSET PORTFOLIOS, LLC |
2024 Q1
|
5/9/2024 |
73
|
$690 M
|
| Zega Financial, LLC |
2024 Q1
|
5/9/2024 |
102
|
$290 M
|
| JBR Co Financial Management Inc |
2024 Q1
|
5/9/2024 |
96
|
$130 M
|
| Elite Life Management LLC |
2024 Q1
|
5/9/2024 |
24
|
$20 M
|
| Clearwater Capital Advisors, LLC |
2024 Q1
|
5/9/2024 |
158
|
$940 M
|
| TTP Investments, Inc. |
2024 Q1
|
5/9/2024 |
30
|
$230 M
|
| MKA Charitable Fund |
2024 Q1
|
5/9/2024 |
1
|
$290 M
|
| High Ground Investment Management LLP |
2024 Q1
|
5/9/2024 |
11
|
$210 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2024 Q1
|
5/9/2024 |
266
|
$2.3 B
|
| HBK Sorce Advisory LLC |
2024 Q1
|
5/9/2024 |
603
|
$2.8 B
|
| Midwest Professional Planners, LTD. |
2024 Q1
|
5/9/2024 |
147
|
$290 M
|
| Maple Capital Management, Inc. |
2024 Q1
|
5/9/2024 |
106
|
$1.1 B
|
| ZEVIN ASSET MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
83
|
$600 M
|
| BP PLC |
2024 Q1
|
5/9/2024 |
2
|
$15 M
|
| SCOUT INVESTMENTS, INC. |
2024 Q1
|
5/9/2024 |
193
|
$4.1 B
|
| LITTLEJOHN & CO LLC |
2024 Q1
|
5/9/2024 |
35
|
$160 M
|
| Martin Investment Management, LLC |
2024 Q1
|
5/9/2024 |
48
|
$410 M
|
| First Eagle Investment Management, LLC |
2024 Q1
|
5/9/2024 |
532
|
$44 B
|
| Kingsview Wealth Management, LLC |
2024 Q1
|
5/9/2024 |
1,153
|
$4.0 B
|
| CONDOR CAPITAL MANAGEMENT |
2024 Q1
|
5/9/2024 |
185
|
$1.0 B
|
| ATOMVEST Ltd |
2024 Q1
|
5/9/2024 |
3
|
$74 M
|
| Orion Portfolio Solutions, LLC |
2024 Q1
|
5/9/2024 |
1,681
|
$9.3 B
|
| WILKINS INVESTMENT COUNSEL INC |
2024 Q1
|
5/9/2024 |
127
|
$680 M
|
| BLAIR WILLIAM & CO/IL |
2024 Q1
|
5/9/2024 |
1,787
|
$32 B
|
| Monaco Asset Management SAM |
2024 Q1
|
5/9/2024 |
56
|
$330 M
|
| Coho Partners, Ltd. |
2024 Q1
|
5/9/2024 |
75
|
$4.1 B
|
| PICTON MAHONEY ASSET MANAGEMENT |
2024 Q1
|
5/9/2024 |
375
|
$3.3 B
|
| LORD, ABBETT & CO. LLC |
2024 Q1
|
5/9/2024 |
794
|
$30 B
|
| RENASANT BANK |
2024 Q1
|
5/9/2024 |
342
|
$140 M
|
| PARNASSUS INVESTMENTS, LLC |
2024 Q1
|
5/9/2024 |
136
|
$47 B
|
| Mirova US LLC |
2024 Q1
|
5/9/2024 |
27
|
$7.4 B
|
| IAT REINSURANCE CO LTD. |
2024 Q1
|
5/9/2024 |
81
|
$220 M
|
| Fisher Asset Management, LLC |
2024 Q1
|
5/9/2024 |
964
|
$210 B
|
| ROBERTS GLORE & CO INC /IL/ |
2024 Q1
|
5/9/2024 |
209
|
$330 M
|
| Northwest Financial Advisors |
2024 Q1
|
5/9/2024 |
5,481
|
$140 M
|
| Blue Creek Capital Management Ltd |
2024 Q1
|
5/9/2024 |
6
|
$140 M
|
| S&CO INC |
2024 Q1
|
5/9/2024 |
210
|
$1.4 B
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2024 Q1
|
5/9/2024 |
49
|
$140 M
|
| Summit Financial Strategies, Inc. |
2024 Q1
|
5/9/2024 |
150
|
$720 M
|
| Wealth Dimensions Group, Ltd. |
2024 Q1
|
5/9/2024 |
143
|
$340 M
|
| Connor, Clark & Lunn Investment Management Ltd. |
2024 Q1
|
5/9/2024 |
1,501
|
$23 B
|
| PROSPECTOR PARTNERS LLC |
2024 Q1
|
5/9/2024 |
98
|
$910 M
|
| ICW Investment Advisors LLC |
2024 Q1
|
5/9/2024 |
137
|
$220 M
|
| NS Partners Ltd |
2024 Q1
|
5/9/2024 |
75
|
$2.2 B
|
| Urban Financial Advisory Corp |
2024 Q1
|
5/9/2024 |
25
|
$160 M
|
| Lebenthal Global Advisors, LLC |
2024 Q1
|
5/9/2024 |
300
|
$450 M
|
| Scheer, Rowlett & Associates Investment Management Ltd. |
2024 Q1
|
5/9/2024 |
33
|
$1.4 B
|
| Yelin Lapidot Holdings Management Ltd. |
2024 Q1
|
5/9/2024 |
97
|
$490 M
|
| Samson Rock Capital LLP |
2024 Q1
|
5/9/2024 |
10
|
$130 M
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
2024 Q1
|
5/9/2024 |
1,564
|
$72 B
|
| MITSUBISHI UFJ FINANCIAL GROUP INC |
2024 Q1
|
5/9/2024 |
1
|
$36 B
|
| MUFG BANK, LTD. |
2024 Q1
|
5/9/2024 |
3
|
$3.5 B
|
| Trivest Advisors Ltd |
2024 Q1
|
5/9/2024 |
27
|
$2.8 B
|
| NetEase, Inc. |
2024 Q1
|
5/9/2024 |
2
|
$240 M
|
| Callan Family Office, LLC |
2024 Q1
|
5/8/2024 |
89
|
$430 M
|
| Clal Insurance Enterprises Holdings Ltd |
2024 Q1
|
5/9/2024 |
137
|
$8.9 B
|
| CONCENTRIC WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/8/2024 |
136
|
$380 M
|
| SageView Advisory Group, LLC |
2024 Q1
|
5/8/2024 |
578
|
$2.0 B
|
| BANK OF KOREA |
2024 Q1
|
5/8/2024 |
1
|
$43 M
|
| Hikari Tsushin, Inc. |
2024 Q1
|
5/8/2024 |
65
|
$1.3 B
|
| Mine & Arao Wealth Creation & Management, LLC. |
2024 Q1
|
5/8/2024 |
385
|
$200 M
|
| Dorsey Wright & Associates |
2024 Q1
|
5/8/2024 |
161
|
$380 M
|
| WESTPAC BANKING CORP |
2024 Q1
|
5/9/2024 |
680
|
$1.3 B
|
| NAN FUNG TRINITY (HK) LTD |
2024 Q1
|
5/8/2024 |
27
|
$440 M
|
| Alpha Family Trust |
2024 Q1
|
5/8/2024 |
155
|
$170 M
|
| JDM Financial Group LLC |
2024 Q1
|
5/8/2024 |
213
|
$140 M
|
| IEQ CAPITAL, LLC |
2024 Q1
|
5/8/2024 |
1,231
|
$7.0 B
|
| MARSHALL FINANCIAL GROUP INC /ADV |
2024 Q1
|
5/8/2024 |
55
|
$300 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2024 Q1
|
5/8/2024 |
62
|
$110 M
|
| Draper Asset Management, LLC |
2024 Q1
|
5/8/2024 |
31
|
$110 M
|
| Savoir Faire Capital Management, L.P. |
2024 Q1
|
5/8/2024 |
53
|
$220 M
|
| McCarthy Asset Management, Inc. |
2024 Q1
|
5/8/2024 |
39
|
$160 M
|
| HIGHLAND PEAK CAPITAL, LLC |
2024 Q1
|
5/8/2024 |
21
|
$180 M
|
| MARCO INVESTMENT MANAGEMENT LLC |
2024 Q1
|
5/8/2024 |
209
|
$1.1 B
|
| Charles Schwab Investment Advisory, Inc. |
2024 Q1
|
5/8/2024 |
123
|
$73 B
|
| D'Orazio & Associates, Inc. |
2024 Q1
|
5/8/2024 |
211
|
$620 M
|
| MB Generational Wealth, LLC |
2024 Q1
|
5/8/2024 |
61
|
$130 M
|
| TBH Global Asset Management, LLC |
2024 Q1
|
5/8/2024 |
233
|
$500 M
|
| Texas County & District Retirement System |
2024 Q1
|
5/8/2024 |
1
|
$86 M
|
| PLANNING DIRECTIONS INC |
2024 Q1
|
5/8/2024 |
76
|
$140 M
|
| Ledyard National Bank |
2024 Q1
|
5/8/2024 |
316
|
$1.0 B
|
| Stuart Chaussee & Associates, Inc. |
2024 Q1
|
5/8/2024 |
157
|
$350 M
|
| Delta Investment Management, LLC |
2024 Q1
|
5/8/2024 |
216
|
$440 M
|
| GREYLOCK 15 GP LLC |
2024 Q1
|
5/8/2024 |
3
|
$60 M
|
| Private Wealth Partners, LLC |
2024 Q1
|
5/8/2024 |
163
|
$1.3 B
|
| Schwab Charitable Fund |
2024 Q1
|
5/8/2024 |
33
|
$54 M
|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
2024 Q1
|
5/8/2024 |
3,531
|
$430 B
|
| JGP Global Gestao de Recursos Ltda. |
2024 Q1
|
5/8/2024 |
61
|
$160 M
|
| Advisor OS, LLC |
2024 Q1
|
5/8/2024 |
1,818
|
$870 M
|
| Altman Advisors, Inc. |
2024 Q1
|
5/8/2024 |
95
|
$210 M
|