| Westchester Capital Management, Inc. |
2024 Q1
|
5/3/2024 |
41
|
$400 M
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2024 Q1
|
5/3/2024 |
149
|
$360 M
|
| Rehmann Capital Advisory Group |
2024 Q1
|
5/3/2024 |
571
|
$1.3 B
|
| PEAVINE CAPITAL, LLC |
2024 Q1
|
5/3/2024 |
9
|
$400 M
|
| Chevy Chase Trust Holdings, LLC |
2024 Q1
|
5/3/2024 |
1,122
|
$31 B
|
| ETFIDEA, LLC |
2024 Q1
|
5/3/2024 |
112
|
$290 M
|
| Coronation Fund Managers Ltd. |
2024 Q1
|
5/3/2024 |
291
|
$3.7 B
|
| AlpInvest Partners B.V. |
2024 Q1
|
5/3/2024 |
16
|
$260 M
|
| Carlyle Group Inc. |
2024 Q1
|
5/3/2024 |
32
|
$1.6 B
|
| Versant Venture Management, LLC |
2024 Q1
|
5/3/2024 |
7
|
$100 M
|
| MARKEL GROUP INC. |
2024 Q1
|
5/3/2024 |
219
|
$10 B
|
| WealthTrust Asset Management, LLC |
2024 Q1
|
5/3/2024 |
85
|
$130 M
|
| GENERAL AMERICAN INVESTORS CO INC |
2024 Q1
|
5/3/2024 |
75
|
$1.4 B
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2024 Q1
|
5/3/2024 |
323
|
$850 M
|
| CVS HEALTH Corp |
2024 Q1
|
5/3/2024 |
6
|
$210 M
|
| FORTE ASSET MANAGEMENT LLC |
2024 Q1
|
5/3/2024 |
58
|
$160 M
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2024 Q1
|
5/3/2024 |
71
|
$160 M
|
| TFB Advisors LLC |
2024 Q1
|
5/3/2024 |
263
|
$280 M
|
| Mediolanum International Funds Ltd |
2024 Q1
|
5/3/2024 |
377
|
$6.2 B
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2024 Q1
|
5/3/2024 |
132
|
$480 M
|
| RIA Advisory Group LLC |
2024 Q1
|
5/3/2024 |
140
|
$250 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
2024 Q1
|
5/3/2024 |
220
|
$29 B
|
| Larson Financial Group LLC |
2024 Q1
|
5/3/2024 |
1,788
|
$1.3 B
|
| Callan Capital, LLC |
2024 Q1
|
5/3/2024 |
297
|
$1.1 B
|
| FDx Advisors, Inc. |
2024 Q1
|
5/3/2024 |
350
|
$660 M
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2024 Q1
|
5/3/2024 |
20
|
$180 M
|
| MCDONALD CAPITAL INVESTORS INC/CA |
2024 Q1
|
5/3/2024 |
22
|
$1.6 B
|
| MRA Advisory Group |
2024 Q1
|
5/3/2024 |
106
|
$170 M
|
| MontVue Capital Management, Inc. |
2024 Q1
|
5/3/2024 |
46
|
$110 M
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2024 Q1
|
5/3/2024 |
306
|
$510 M
|
| Integris Wealth Management, LLC |
2024 Q1
|
5/3/2024 |
95
|
$360 M
|
| Investments & Financial Planning, LLC |
2024 Q1
|
5/3/2024 |
33
|
$150 M
|
| Fox Financial, Inc |
2024 Q1
|
5/3/2024 |
13
|
$110 M
|
| Evergreen Wealth Management, LLC |
2024 Q1
|
5/3/2024 |
55
|
$150 M
|
| Embree Financial Group |
2024 Q1
|
5/3/2024 |
186
|
$510 M
|
| Pacifica Capital Investments, LLC |
2024 Q1
|
5/3/2024 |
19
|
$320 M
|
| VeraBank, N.A. |
2024 Q1
|
5/3/2024 |
226
|
$320 M
|
| Gold Investment Management Ltd. |
2024 Q1
|
5/3/2024 |
219
|
$250 M
|
| CV Advisors LLC |
2024 Q1
|
5/3/2024 |
22
|
$180 M
|
| STAR Financial Bank |
2024 Q1
|
5/3/2024 |
90
|
$120 M
|
| Clarity Capital Partners LLC |
2024 Q1
|
5/3/2024 |
122
|
$150 M
|
| Carson Advisory Inc. |
2024 Q1
|
5/3/2024 |
173
|
$140 M
|
| Catalina Capital Group, LLC |
2024 Q1
|
5/3/2024 |
309
|
$240 M
|
| Avidian Wealth Solutions, LLC |
2024 Q1
|
5/3/2024 |
440
|
$2.1 B
|
| Wellington Shields Capital Management, LLC |
2024 Q1
|
5/3/2024 |
304
|
$530 M
|
| EASTERLY INVESTMENT PARTNERS LLC |
2024 Q1
|
5/3/2024 |
212
|
$1.3 B
|
| BCU Wealth Advisors, LLC |
2024 Q1
|
5/3/2024 |
45
|
$120 M
|
| Avory & Company, LLC |
2024 Q1
|
5/3/2024 |
28
|
$150 M
|
| Wellington Shields & Co., LLC |
2024 Q1
|
5/3/2024 |
304
|
$300 M
|
| Lutz Financial Services LLC |
2024 Q1
|
5/3/2024 |
86
|
$1.1 B
|
| AA Financial Advisors, LLC |
2024 Q1
|
5/3/2024 |
153
|
$250 M
|
| Eos Focused Equity Management, L.P. |
2024 Q1
|
5/3/2024 |
1
|
$0
|
| Glassman Wealth Services |
2024 Q1
|
5/3/2024 |
204
|
$500 M
|
| Eos Management, L.P. |
2024 Q1
|
5/3/2024 |
41
|
$240 M
|
| RICHARDSON FINANCIAL SERVICES INC. |
2024 Q1
|
5/3/2024 |
1,461
|
$140 M
|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
2024 Q1
|
5/3/2024 |
75
|
$84 M
|
| SIGNATUREFD, LLC |
2024 Q1
|
5/3/2024 |
3,177
|
$4.7 B
|
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
2024 Q1
|
5/3/2024 |
82
|
$290 M
|
| AFFINITY INVESTMENT ADVISORS, LLC |
2024 Q1
|
5/3/2024 |
123
|
$140 M
|
| Seafarer Capital Partners, LLC |
2024 Q1
|
5/3/2024 |
6
|
$340 M
|
| Commonwealth Retirement Investments LLC |
2024 Q1
|
5/3/2024 |
80
|
$210 M
|
| One Degree Advisors Inc |
2024 Q1
|
5/3/2024 |
50
|
$200 M
|
| Paulson Wealth Management Inc. |
2024 Q1
|
5/3/2024 |
143
|
$340 M
|
| Bancreek Capital Management, LP |
2024 Q1
|
5/3/2024 |
18
|
$130 M
|
| Csenge Advisory Group |
2024 Q1
|
5/3/2024 |
709
|
$1.8 B
|
| Joseph P. Lucia & Associates, LLC |
2024 Q1
|
5/3/2024 |
122
|
$190 M
|
| COMMERCE BANK |
2024 Q1
|
5/3/2024 |
2,405
|
$15 B
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
2024 Q1
|
5/3/2024 |
163
|
$410 M
|
| VALLEY WEALTH MANAGERS, INC. |
2024 Q1
|
5/3/2024 |
480
|
$1.3 B
|
| WBI INVESTMENTS, LLC |
2024 Q1
|
5/3/2024 |
262
|
$480 M
|
| Avalon Advisory Group |
2024 Q1
|
5/3/2024 |
13
|
$210 M
|
| Buck Wealth Strategies, LLC |
2024 Q1
|
5/3/2024 |
78
|
$290 M
|
| Team Hewins, LLC |
2024 Q1
|
5/3/2024 |
369
|
$730 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2024 Q1
|
5/3/2024 |
279
|
$290 M
|
| VISTA CAPITAL PARTNERS, INC. |
2024 Q1
|
5/3/2024 |
95
|
$800 M
|
| Geneos Wealth Management Inc. |
2024 Q1
|
5/3/2024 |
2,121
|
$2.2 B
|
| Essex LLC |
2024 Q1
|
5/3/2024 |
154
|
$430 M
|
| DAVENPORT & Co LLC |
2024 Q1
|
5/3/2024 |
1,108
|
$16 B
|
| Riggs Asset Managment Co. Inc. |
2024 Q1
|
5/3/2024 |
648
|
$340 M
|
| 9258 Wealth Management, LLC |
2024 Q1
|
5/3/2024 |
347
|
$640 M
|
| Lester Murray Antman dba SimplyRich |
2024 Q1
|
5/3/2024 |
179
|
$310 M
|
| Silver Oak Advisory Group, Inc. |
2024 Q1
|
5/3/2024 |
64
|
$180 M
|
| R. W. Roge & Company, Inc. |
2024 Q1
|
5/3/2024 |
46
|
$170 M
|
| Disciplined Equity Management, Inc. |
2024 Q1
|
5/3/2024 |
59
|
$150 M
|
| PrairieView Partners, LLC |
2024 Q1
|
5/3/2024 |
391
|
$870 M
|
| GENEVA CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/3/2024 |
230
|
$5.7 B
|
| Beacon Bridge Wealth Partners, LLC |
2024 Q1
|
5/3/2024 |
92
|
$210 M
|
| McClarren Financial Advisors, Inc. |
2024 Q1
|
5/3/2024 |
261
|
$140 k
|
| Evergreen Advisors, LLC |
2024 Q1
|
5/3/2024 |
18
|
$330 M
|
| Householder Group Estate & Retirement Specialist, LLC |
2024 Q1
|
5/3/2024 |
1,277
|
$340 M
|
| Keener Financial Planning LLC |
2024 Q1
|
5/3/2024 |
186
|
$150 M
|
| Coulter & Justus Financial Services, LLC |
2024 Q1
|
5/3/2024 |
94
|
$450 M
|
| Hemington Wealth Management |
2024 Q1
|
5/3/2024 |
113
|
$280 M
|
| NOESIS CAPITAL MANGEMENT CORP |
2024 Q1
|
5/3/2024 |
94
|
$450 M
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2024 Q1
|
5/3/2024 |
75
|
$150 M
|
| Financial Connections Group, Inc. |
2024 Q1
|
5/3/2024 |
166
|
$91 M
|
| Chapman Investment Management, LLC |
2024 Q1
|
5/3/2024 |
32
|
$140 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/3/2024 |
263
|
$2.1 B
|
| SPC Financial, Inc. |
2024 Q1
|
5/3/2024 |
228
|
$1.1 B
|
| Evolution Advisers, Inc. |
2024 Q1
|
5/3/2024 |
185
|
$170 M
|