| Belpointe Asset Management LLC |
2024 Q1
|
5/8/2024 |
783
|
$1.3 B
|
| Atlas Wealth Partners, LLC |
2024 Q1
|
5/8/2024 |
18
|
$18 M
|
| Fortis Capital Advisors, LLC |
2024 Q1
|
5/8/2024 |
159
|
$240 M
|
| Avid Wealth Partners LLC |
2024 Q1
|
5/8/2024 |
38
|
$120 M
|
| PRIVATE MANAGEMENT GROUP INC |
2024 Q1
|
5/8/2024 |
204
|
$2.6 B
|
| Ridgemont Partners Management, LLC |
2024 Q1
|
5/8/2024 |
2
|
$22 M
|
| First National Bank of Hutchinson |
2024 Q1
|
5/8/2024 |
164
|
$150 M
|
| ROANOKE ASSET MANAGEMENT CORP/ NY |
2024 Q1
|
5/8/2024 |
105
|
$310 M
|
| Pembroke Management, LTD |
2024 Q1
|
5/8/2024 |
61
|
$850 M
|
| Tradewinds, LLC. |
2024 Q1
|
5/8/2024 |
96
|
$210 M
|
| Hills Bank & Trust Co |
2024 Q1
|
5/8/2024 |
440
|
$1.2 B
|
| RE Dickinson Investment Advisors, LLC |
2024 Q1
|
5/8/2024 |
238
|
$160 M
|
| FCA CORP /TX |
2024 Q1
|
5/8/2024 |
193
|
$310 M
|
| SEVEN MILE ADVISORY |
2024 Q1
|
5/8/2024 |
158
|
$130 M
|
| Prospect Hill Management, LLC |
2024 Q1
|
5/8/2024 |
15
|
$160 M
|
| AUXIER ASSET MANAGEMENT |
2024 Q1
|
5/8/2024 |
172
|
$660 M
|
| Humankind Investments LLC |
2024 Q1
|
5/8/2024 |
139
|
$380 M
|
| SHUFRO ROSE & CO LLC |
2024 Q1
|
5/8/2024 |
314
|
$1.2 B
|
| Pine Valley Investments Ltd Liability Co |
2024 Q1
|
5/8/2024 |
490
|
$1.5 B
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2024 Q1
|
5/8/2024 |
63
|
$110 M
|
| Cyrus J. Lawrence, LLC |
2024 Q1
|
5/8/2024 |
151
|
$450 M
|
| REVERENCE CAPITAL PARTNERS, L.P. |
2024 Q1
|
5/8/2024 |
2
|
$99 M
|
| 3EDGE Asset Management, LP |
2024 Q1
|
5/8/2024 |
67
|
$1.3 B
|
| EnCap Flatrock Midstream Fund IV, L.P. |
2024 Q1
|
5/8/2024 |
1
|
$44 M
|
| EnCap Flatrock Midstream Fund III, L.P. |
2024 Q1
|
5/8/2024 |
1
|
$41 M
|
| Cetera Trust Company, N.A |
2024 Q1
|
5/8/2024 |
414
|
$170 M
|
| Wealthgate Family Office, LLC |
2024 Q1
|
5/8/2024 |
22
|
$39 M
|
| Keystone Financial Group |
2024 Q1
|
5/8/2024 |
347
|
$690 M
|
| Grafton Street Partners Fund, LP |
2024 Q1
|
5/8/2024 |
12
|
$110 M
|
| EnCap Energy Capital Fund IX, L.P. |
2024 Q1
|
5/8/2024 |
1
|
$100 M
|
| Loudon Investment Management, LLC |
2024 Q1
|
5/8/2024 |
96
|
$170 M
|
| EnCap Energy Capital Fund VIII, L.P. |
2024 Q1
|
5/8/2024 |
3
|
$170 M
|
| EMORY UNIVERSITY |
2024 Q1
|
5/8/2024 |
8
|
$160 M
|
| Auto-Owners Insurance Co |
2024 Q1
|
5/8/2024 |
190
|
$3.8 B
|
| EnCap Energy Capital Fund X, L.P. |
2024 Q1
|
5/8/2024 |
1
|
$0
|
| Atlantic Edge Private Wealth Management, LLC |
2024 Q1
|
5/8/2024 |
488
|
$290 M
|
| EnCap Energy Capital Fund XI, L.P. |
2024 Q1
|
5/8/2024 |
1
|
$400 M
|
| Aikya Investment Management Ltd |
2024 Q1
|
5/8/2024 |
3
|
$270 M
|
| Soundwatch Capital LLC |
2024 Q1
|
5/8/2024 |
13
|
$510 M
|
| Certares Management LLC |
2024 Q1
|
5/8/2024 |
1
|
$48 M
|
| Old West Investment Management, LLC |
2024 Q1
|
5/8/2024 |
53
|
$200 M
|
| NorthLanding Financial Partners, LLC |
2024 Q1
|
5/8/2024 |
35
|
$92 M
|
| Crestwood Advisors Group, LLC |
2024 Q1
|
5/8/2024 |
506
|
$4.6 B
|
| GW&K Investment Management, LLC |
2024 Q1
|
5/8/2024 |
1,105
|
$11 B
|
| SCF Partners, Inc. |
2024 Q1
|
5/8/2024 |
2
|
$37 M
|
| MRP Capital Investments, LLC |
2024 Q1
|
5/8/2024 |
97
|
$100 M
|
| SYKON CAPITAL LLC |
2024 Q1
|
5/8/2024 |
93
|
$280 M
|
| Holistic Financial Partners |
2024 Q1
|
5/8/2024 |
136
|
$200 M
|
| BAILARD, INC. |
2024 Q1
|
5/8/2024 |
731
|
$3.6 B
|
| AlphaStar Capital Management, LLC |
2024 Q1
|
5/8/2024 |
286
|
$970 M
|
| J. W. Coons Advisors, LLC |
2024 Q1
|
5/8/2024 |
238
|
$440 M
|
| BIP Wealth, LLC |
2024 Q1
|
5/8/2024 |
298
|
$1.4 B
|
| BAROMETER CAPITAL MANAGEMENT INC. |
2024 Q1
|
5/8/2024 |
173
|
$390 M
|
| NewSquare Capital LLC |
2024 Q1
|
5/8/2024 |
463
|
$1.1 B
|
| AEW CAPITAL MANAGEMENT L P |
2024 Q1
|
5/8/2024 |
46
|
$2.1 B
|
| Cassaday & Co Wealth Management LLC |
2024 Q1
|
5/8/2024 |
296
|
$3.1 B
|
| Wealthstream Advisors, Inc. |
2024 Q1
|
5/8/2024 |
148
|
$260 M
|
| Independent Advisor Alliance |
2024 Q1
|
5/8/2024 |
821
|
$2.8 B
|
| Canoe Financial LP |
2024 Q1 - RESTATEMENT
|
5/8/2024 |
104
|
$6.1 B
|
| LETKO, BROSSEAU & ASSOCIATES INC |
2024 Q1
|
5/8/2024 |
102
|
$5.8 B
|
| Lauterbach Financial Advisors, LLC |
2024 Q1
|
5/8/2024 |
66
|
$150 M
|
| TrinityPoint Wealth, LLC |
2024 Q1
|
5/8/2024 |
308
|
$600 M
|
| Alapocas Investment Partners, Inc. |
2024 Q1
|
5/8/2024 |
19
|
$170 M
|
| Summit X, LLC |
2024 Q1
|
5/8/2024 |
207
|
$390 M
|
| ICICI Prudential Asset Management Co Ltd |
2024 Q1
|
5/8/2024 |
164
|
$880 M
|
| NINE MASTS CAPITAL Ltd |
2024 Q1
|
5/8/2024 |
77
|
$380 M
|
| Calamos Wealth Management LLC |
2024 Q1
|
5/8/2024 |
315
|
$1.8 B
|
| Calamos Advisors LLC |
2024 Q1
|
5/8/2024 |
1,097
|
$21 B
|
| Orin Green Financial, LLC |
2024 Q1
|
5/8/2024 |
79
|
$210 M
|
| Sound Stewardship, LLC |
2024 Q1
|
5/8/2024 |
61
|
$160 M
|
| SHAYNE & JACOBS, LLC |
2024 Q1
|
5/8/2024 |
107
|
$370 M
|
| PCJ Investment Counsel Ltd. |
2024 Q1
|
5/8/2024 |
79
|
$300 M
|
| Hapanowicz & Associates Financial Services, Inc |
2024 Q1
|
5/8/2024 |
31
|
$180 M
|
| Gouws Capital LLC |
2024 Q1
|
5/8/2024 |
44
|
$130 M
|
| Peninsula Wealth, LLC |
2024 Q1
|
5/8/2024 |
79
|
$340 M
|
| RKL Wealth Management LLC |
2024 Q1
|
5/8/2024 |
158
|
$1.0 B
|
| Bigelow Investment Advisors, LLC |
2024 Q1
|
5/8/2024 |
153
|
$200 M
|
| BCK Capital Management LP |
2024 Q1
|
5/8/2024 |
91
|
$150 M
|
| PROFUND ADVISORS LLC |
2024 Q1
|
5/8/2024 |
1,148
|
$2.6 B
|
| COGNIOS BETA NEUTRAL LARGE CAP FUND, LP |
2024 Q1
|
5/8/2024 |
99
|
$77 M
|
| ProShare Advisors LLC |
2024 Q1
|
5/8/2024 |
2,004
|
$38 B
|
| Arcadia Wealth Management, LLC |
2024 Q1
|
5/8/2024 |
57
|
$160 M
|
| AVANTAX ADVISORY SERVICES, INC. |
2024 Q1
|
5/8/2024 |
1,650
|
$11 B
|
| Jackson, Grant Investment Advisers, Inc. |
2024 Q1
|
5/8/2024 |
392
|
$240 M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2024 Q1
|
5/8/2024 |
207
|
$530 M
|
| Moors & Cabot, Inc. |
2024 Q1
|
5/8/2024 |
911
|
$1.8 B
|
| AGILIS PARTNERS LLC |
2024 Q1
|
5/8/2024 |
25
|
$390 M
|
| CIDEL ASSET MANAGEMENT INC |
2024 Q1
|
5/8/2024 |
329
|
$1.3 B
|
| W.G. Shaheen & Associates DBA Whitney & Co |
2024 Q1
|
5/8/2024 |
128
|
$840 M
|
| Gemsstock Ltd. |
2024 Q1
|
5/8/2024 |
13
|
$260 M
|
| UNIVEST FINANCIAL Corp |
2024 Q1
|
5/8/2024 |
217
|
$360 M
|
| New England Private Wealth Advisors LLC |
2024 Q1
|
5/8/2024 |
133
|
$570 M
|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2024 Q1
|
5/8/2024 |
1,535
|
$15 B
|
| MWA Asset Management |
2024 Q1
|
5/8/2024 |
123
|
$140 M
|
| Henry James International Management Inc. |
2024 Q1
|
5/8/2024 |
125
|
$320 M
|
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN |
2024 Q1
|
5/8/2024 |
1
|
$380 M
|
| Global Alpha Capital Management Ltd. |
2024 Q1
|
5/8/2024 |
55
|
$1.3 B
|
| AMERICAN FINANCIAL GROUP INC |
2024 Q1
|
5/8/2024 |
93
|
$270 M
|
| Milestone Resources Group Ltd |
2024 Q1
|
5/8/2024 |
27
|
$2.8 B
|
| Gitterman Wealth Management, LLC |
2024 Q1
|
5/8/2024 |
100
|
$260 M
|