| Essential Planning, LLC. |
2024 Q1
|
5/8/2024 |
65
|
$200 M
|
| abrdn plc |
2024 Q1
|
5/8/2024 |
1,912
|
$51 B
|
| Beverly Hills Private Wealth, LLC |
2024 Q1
|
5/8/2024 |
1,075
|
$430 M
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
2024 Q1
|
5/8/2024 |
88
|
$210 M
|
| Bell Investment Advisors, Inc |
2024 Q1
|
5/8/2024 |
1,910
|
$510 M
|
| Richard C. Young & CO., LTD. |
2024 Q1
|
5/8/2024 |
74
|
$800 M
|
| RP Management, LLC |
2024 Q1
|
5/8/2024 |
3
|
$180 M
|
| Hiddenite Capital Partners LP |
2024 Q1
|
5/8/2024 |
35
|
$260 M
|
| Winder Pte. Ltd. |
2024 Q1
|
5/8/2024 |
3
|
$4.7 B
|
| Freemont Capital Pte Ltd |
2024 Q1
|
5/8/2024 |
6
|
$34 M
|
| MEDIATEL PARTNERS |
2024 Q1
|
5/8/2024 |
3
|
$270 M
|
| TSA Wealth Managment LLC |
2024 Q1
|
5/8/2024 |
58
|
$230 M
|
| Financial & Tax Architects, LLC |
2024 Q1
|
5/8/2024 |
85
|
$360 M
|
| COZAD ASSET MANAGEMENT INC |
2024 Q1
|
5/8/2024 |
393
|
$960 M
|
| DOHENY ASSET MANAGEMENT /CA |
2024 Q1
|
5/8/2024 |
70
|
$120 M
|
| Columbia Asset Management |
2024 Q1
|
5/8/2024 |
167
|
$490 M
|
| Constellation Investimentos e Participacoes Ltda |
2024 Q1
|
5/8/2024 |
8
|
$240 M
|
| Social Capital Group LLC |
2024 Q1
|
5/8/2024 |
1
|
$3.4 M
|
| J.P. Marvel Investment Advisors, LLC |
2024 Q1
|
5/8/2024 |
73
|
$580 M
|
| TAURUS ASSET MANAGEMENT, LLC |
2024 Q1
|
5/8/2024 |
89
|
$990 M
|
| Summit Rock Advisors, LP |
2024 Q1
|
5/8/2024 |
9
|
$310 M
|
| Pelion, Inc. |
2024 Q1
|
5/8/2024 |
4
|
$160 M
|
| Battery Management Corp. |
2024 Q1
|
5/8/2024 |
5
|
$450 M
|
| EDMOND DE ROTHSCHILD HOLDING S.A. |
2024 Q1
|
5/8/2024 |
1,202
|
$6.0 B
|
| MAI Capital Management |
2024 Q1
|
5/8/2024 |
1,303
|
$9.7 B
|
| VISA FOUNDATION |
2024 Q1
|
5/8/2024 |
1
|
$170 M
|
| Baltimore-Washington Financial Advisors, Inc. |
2024 Q1
|
5/8/2024 |
126
|
$1.6 B
|
| West Wealth Group, LLC |
2024 Q1
|
5/8/2024 |
79
|
$270 M
|
| QCM Cayman, Ltd. |
2024 Q1
|
5/8/2024 |
21
|
$7.4 M
|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
2024 Q1
|
5/8/2024 |
410
|
$39 B
|
| Private Wealth Advisors, LLC |
2024 Q1
|
5/8/2024 |
77
|
$250 M
|
| Motley Fool Asset Management LLC |
2024 Q1
|
5/8/2024 |
241
|
$3.0 B
|
| P/E Global LLC |
2024 Q1
|
5/8/2024 |
3
|
$370 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2024 Q1
|
5/8/2024 |
379
|
$890 M
|
| New Insight Wealth Advisors |
2024 Q1
|
5/8/2024 |
84
|
$160 M
|
| Koshinski Asset Management, Inc. |
2024 Q1
|
5/8/2024 |
579
|
$980 M
|
| New Insight Wealth Advisors |
2023 Q4
|
5/8/2024 |
78
|
$150 M
|
| Darden Wealth Group Inc |
2024 Q1
|
5/8/2024 |
107
|
$130 M
|
| William Allan Corp |
2024 Q1
|
5/8/2024 |
49
|
$150 M
|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. |
2024 Q1
|
5/8/2024 |
1,216
|
$38 B
|
| Entropy Technologies, LP |
2024 Q1
|
5/8/2024 |
696
|
$940 M
|
| BARINGS LLC |
2024 Q1
|
5/8/2024 |
206
|
$4.0 B
|
| Teramo Advisors, LLC |
2024 Q1
|
5/8/2024 |
9
|
$260 M
|
| Berkshire Money Management, Inc. |
2024 Q1
|
5/8/2024 |
85
|
$830 M
|
| Schneider Downs Wealth Management Advisors, LP |
2024 Q1
|
5/8/2024 |
136
|
$430 M
|
| FPC INVESTMENT ADVISORY, INC. |
2024 Q1
|
5/8/2024 |
86
|
$100 M
|
| Camarda Financial Advisors, LLC |
2024 Q1
|
5/8/2024 |
73
|
$250 M
|
| Foundation Wealth Management, LLC |
2024 Q1
|
5/8/2024 |
39
|
$120 M
|
| EVERENCE CAPITAL MANAGEMENT INC |
2024 Q1
|
5/8/2024 |
754
|
$1.5 B
|
| Endowment Wealth Management, Inc. |
2024 Q1
|
5/8/2024 |
137
|
$130 M
|
| Miramar Capital, LLC |
2024 Q1
|
5/8/2024 |
59
|
$400 M
|
| SWISS RE LTD |
2024 Q1
|
5/8/2024 |
2
|
$500 M
|
| PATTON FUND MANAGEMENT, INC. |
2024 Q1
|
5/8/2024 |
114
|
$550 M
|
| ROGCO, LP |
2024 Q1
|
5/8/2024 |
240
|
$240 M
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2024 Q1
|
5/8/2024 |
44
|
$420 M
|
| WP Advisors, LLC |
2024 Q1
|
5/8/2024 |
105
|
$300 M
|
| Serent Capital Management Co LLC |
2024 Q1
|
5/8/2024 |
1
|
$50 M
|
| Divco West Real Estate Services, LLC |
2024 Q1
|
5/8/2024 |
5
|
$100 M
|
| Camelot Portfolios, LLC |
2024 Q1
|
5/8/2024 |
138
|
$100 M
|
| BHK Investment Advisors, LLC |
2024 Q1
|
5/8/2024 |
59
|
$260 M
|
| TD Asset Management Inc |
2024 Q1
|
5/8/2024 |
1,834
|
$110 B
|
| Hudson Value Partners, LLC |
2024 Q1
|
5/8/2024 |
94
|
$240 M
|
| DEARBORN PARTNERS LLC |
2024 Q1
|
5/8/2024 |
278
|
$2.3 B
|
| Stilwell Value LLC |
2024 Q1
|
5/8/2024 |
35
|
$190 M
|
| PETTYJOHN, WOOD & WHITE, INC |
2024 Q1
|
5/8/2024 |
186
|
$500 M
|
| Clear Sky Advisers, LLC |
2024 Q1
|
5/8/2024 |
1
|
$0
|
| MONETTA FINANCIAL SERVICES INC |
2024 Q1
|
5/8/2024 |
47
|
$110 M
|
| Texas Yale Capital Corp. |
2024 Q1
|
5/8/2024 |
448
|
$2.3 B
|
| ANGELES WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/8/2024 |
296
|
$1.0 B
|
| Jackson Square Partners, LLC |
2024 Q1
|
5/8/2024 |
85
|
$2.4 B
|
| Interchange Capital Partners, LLC |
2024 Q1
|
5/8/2024 |
167
|
$150 M
|
| Curative Ventures V LLC |
2024 Q1
|
5/8/2024 |
1
|
$21 M
|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
2024 Q1
|
5/8/2024 |
2,136
|
$43 B
|
| Portland Global Advisors LLC |
2024 Q1
|
5/8/2024 |
134
|
$730 M
|
| MILLER WEALTH ADVISORS, LLC |
2024 Q1
|
5/8/2024 |
82
|
$170 M
|
| Eagle Bay Advisors LLC |
2024 Q1
|
5/8/2024 |
974
|
$160 M
|
| ELLERSON GROUP INC /ADV |
2024 Q1
|
5/8/2024 |
49
|
$130 M
|
| Neumann Capital Management, LLC |
2024 Q1
|
5/8/2024 |
98
|
$280 M
|
| Heritage Wealth Advisors |
2024 Q1
|
5/8/2024 |
551
|
$2.2 B
|
| Baron Wealth Management LLC |
2024 Q1
|
5/8/2024 |
181
|
$190 M
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2024 Q1
|
5/8/2024 |
44
|
$2.8 B
|
| Cantillon Capital Management LLC |
2024 Q1
|
5/8/2024 |
74
|
$16 B
|
| Stagwell Group LLC |
2024 Q1
|
5/8/2024 |
1
|
$810 k
|
| RiverVest Venture Management LLC |
2024 Q1
|
5/8/2024 |
4
|
$8.1 M
|
| Focused Wealth Management, Inc |
2024 Q1
|
5/8/2024 |
205
|
$650 M
|
| XR Securities LLC |
2024 Q1
|
5/8/2024 |
336
|
$3.2 B
|
| Foundry Partners, LLC |
2024 Q1
|
5/8/2024 |
293
|
$1.9 B
|
| Souders Financial Advisors |
2024 Q1
|
5/8/2024 |
160
|
$630 M
|
| Ethos Financial Group, LLC |
2024 Q1
|
5/8/2024 |
291
|
$530 M
|
| Advisors Preferred, LLC |
2024 Q1
|
5/8/2024 |
163
|
$590 M
|
| Motley Fool Wealth Management, LLC |
2024 Q1
|
5/8/2024 |
123
|
$1.9 B
|
| Stonegate Management LLC |
2024 Q1
|
5/8/2024 |
1
|
$0
|
| Tanglewood Wealth Management, Inc. |
2024 Q1
|
5/8/2024 |
33
|
$810 M
|
| Paladin Advisory Group, LLC |
2024 Q1
|
5/8/2024 |
226
|
$130 M
|
| Bleakley Financial Group, LLC |
2024 Q1
|
5/8/2024 |
1,006
|
$3.5 B
|
| Winthrop Capital Management, LLC |
2024 Q1
|
5/8/2024 |
164
|
$220 M
|
| Great Diamond Partners, LLC |
2024 Q1
|
5/8/2024 |
220
|
$440 M
|
| One Capital Management, LLC |
2024 Q1
|
5/8/2024 |
302
|
$2.8 B
|
| Abel Hall, LLC |
2024 Q1
|
5/8/2024 |
149
|
$130 M
|
| Cornerstone Advisory, LLC |
2024 Q1
|
5/8/2024 |
225
|
$700 M
|