| CROWN ADVISORS MANAGEMENT, INC. |
2024 Q1
|
5/9/2024 |
43
|
$170 M
|
| JUPITER ASSET MANAGEMENT LTD |
2024 Q1
|
5/10/2024 |
661
|
$10 B
|
| Councilmark Asset Management, LLC |
2024 Q1
|
5/9/2024 |
85
|
$140 M
|
| Pinkerton Retirement Specialists, LLC |
2024 Q1
|
5/9/2024 |
130
|
$620 M
|
| CHESAPEAKE CAPITAL CORP /IL/ |
2024 Q1
|
5/9/2024 |
160
|
$130 M
|
| TIFF ADVISORY SERVICES, LLC |
2024 Q1
|
5/9/2024 |
22
|
$230 M
|
| Te Ahumairangi Investment Management Ltd |
2024 Q1
|
5/9/2024 |
84
|
$580 M
|
| Discovery Value Fund |
2024 Q1
|
5/9/2024 |
7
|
$290 M
|
| AI-Squared Management Ltd |
2024 Q1
|
5/9/2024 |
18
|
$130 M
|
| Pinnacle Wealth Planning Services, Inc. |
2024 Q1
|
5/9/2024 |
507
|
$680 M
|
| PARK CIRCLE Co |
2024 Q1
|
5/9/2024 |
106
|
$110 M
|
| FIRST FOUNDATION ADVISORS |
2024 Q1
|
5/9/2024 |
788
|
$2.5 B
|
| Yunqi Capital Ltd |
2024 Q1
|
5/9/2024 |
5
|
$140 M
|
| Kaizen Investment Management Pte. Ltd. |
2024 Q1
|
5/9/2024 |
3
|
$19 M
|
| Poehling Capital Management, INC. |
2024 Q1
|
5/9/2024 |
130
|
$370 M
|
| MIZUHO MARKETS AMERICAS LLC |
2024 Q1
|
5/9/2024 |
173
|
$4.1 B
|
| Mizuho Markets Cayman LP |
2024 Q1
|
5/9/2024 |
61
|
$180 M
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
203
|
$8.7 B
|
| Ciovacco Capital Management LLC |
2024 Q1
|
5/9/2024 |
23
|
$150 M
|
| HOEY INVESTMENTS, INC |
2024 Q1
|
5/9/2024 |
348
|
$460 M
|
| Jackson Creek Investment Advisors LLC |
2024 Q1
|
5/9/2024 |
294
|
$280 M
|
| TCW GROUP INC |
2024 Q1
|
5/9/2024 |
672
|
$9.9 B
|
| Castleview Partners, LLC |
2024 Q1
|
5/9/2024 |
899
|
$180 M
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2024 Q1
|
5/9/2024 |
158
|
$270 M
|
| Marble Harbor Investment Counsel, LLC |
2024 Q1
|
5/9/2024 |
204
|
$870 M
|
| NICOLET ADVISORY SERVICES, LLC |
2024 Q1
|
5/9/2024 |
343
|
$980 M
|
| CORRADO ADVISORS, LLC |
2024 Q1
|
5/9/2024 |
106
|
$150 M
|
| Forum Financial Management, LP |
2024 Q1
|
5/9/2024 |
809
|
$5.9 B
|
| RFP Financial Group LLC |
2024 Q1
|
5/9/2024 |
1,090
|
$260 M
|
| Socha Financial Group, LLC |
2024 Q1
|
5/9/2024 |
30
|
$230 M
|
| Pacific Ridge Capital Partners, LLC |
2024 Q1
|
5/9/2024 |
136
|
$460 M
|
| Chicago Capital Management, LLC |
2024 Q1
|
5/9/2024 |
34
|
$95 M
|
| RIVERSTONE HOLDINGS LLC |
2024 Q1
|
5/9/2024 |
8
|
$1.3 B
|
| Barden Capital Management, Inc. |
2024 Q1
|
5/9/2024 |
63
|
$100 M
|
| V2 Financial group LLC |
2023 Q4
|
5/9/2024 |
66
|
$140 M
|
| Great Lakes Retirement, Inc. |
2024 Q1
|
5/9/2024 |
215
|
$680 M
|
| Delos Wealth Advisors, LLC |
2024 Q1
|
5/9/2024 |
349
|
$89 M
|
| Kure Advisory, LLC |
2024 Q1
|
5/9/2024 |
37
|
$120 M
|
| Dorsey & Whitney Trust CO LLC |
2024 Q1
|
5/9/2024 |
3,503
|
$1.5 B
|
| Charles Schwab Trust Bank |
2024 Q1
|
5/9/2024 |
1
|
$150 M
|
| ProVise Management Group, LLC |
2024 Q1
|
5/9/2024 |
298
|
$1.2 B
|
| BRIGHTON JONES LLC |
2024 Q1
|
5/9/2024 |
630
|
$2.8 B
|
| TRILLIUM ASSET MANAGEMENT, LLC |
2024 Q1
|
5/9/2024 |
294
|
$3.9 B
|
| Leo Wealth, LLC |
2024 Q1
|
5/9/2024 |
333
|
$980 M
|
| Cumberland Partners Ltd |
2024 Q1
|
5/9/2024 |
293
|
$1.4 B
|
| Lindenwold Advisors, INC |
2024 Q1
|
5/9/2024 |
117
|
$190 M
|
| FMFE Wealth Management, LLC |
2023 Q4
|
5/9/2024 |
22
|
$100 M
|
| Taylor Hoffman Wealth Management |
2024 Q1
|
5/9/2024 |
108
|
$240 M
|
| NWAM LLC |
2024 Q1
|
5/9/2024 |
556
|
$1.2 B
|
| GM Advisory Group, LLC |
2024 Q1
|
5/9/2024 |
225
|
$1.4 B
|
| Horizon Family Wealth, Inc. |
2024 Q1
|
5/9/2024 |
106
|
$130 M
|
| Gruss & Co., LLC |
2024 Q1
|
5/9/2024 |
21
|
$18 M
|
| Glaxis Capital Management, LLC |
2024 Q1
|
5/9/2024 |
61
|
$54 M
|
| MMCAP International Inc. SPC |
2024 Q1
|
5/9/2024 |
186
|
$770 M
|
| SEARLE & CO. |
2024 Q1
|
5/9/2024 |
163
|
$390 M
|
| Trust Investment Advisors |
2024 Q1
|
5/9/2024 |
93
|
$140 M
|
| Banco BTG Pactual S.A. |
2024 Q1
|
5/9/2024 |
180
|
$590 M
|
| Anthracite Investment Company, Inc. |
2024 Q1
|
5/9/2024 |
101
|
$270 M
|
| Richmond Brothers, Inc. |
2024 Q1
|
5/9/2024 |
24
|
$54 M
|
| Longitude (Cayman) Ltd. |
2024 Q1
|
5/9/2024 |
41
|
$130 M
|
| RESTON WEALTH MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
52
|
$250 M
|
| Twin Tree Management, LP |
2024 Q1
|
5/9/2024 |
1,226
|
$45 B
|
| WASHINGTON STATE INVESTMENT BOARD |
2024 Q1
|
5/9/2024 |
2
|
$630 M
|
| WHITE MOUNTAINS INSURANCE GROUP LTD |
2024 Q1
|
5/9/2024 |
2
|
$620 M
|
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC |
2024 Q1
|
5/9/2024 |
1
|
$0
|
| University of Massachusetts Foundation, Inc. |
2024 Q1
|
5/9/2024 |
4
|
$240 M
|
| Gratus Wealth Advisors, LLC |
2024 Q1
|
5/9/2024 |
134
|
$540 M
|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2024 Q1
|
5/9/2024 |
535
|
$6.1 B
|
| Linse Capital LLC |
2024 Q1
|
5/9/2024 |
1
|
$26 M
|
| Gratus Wealth Advisors, LLC |
2023 Q4
|
5/9/2024 |
129
|
$510 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
442
|
$260 M
|
| J.Safra Asset Management Corp |
2024 Q1
|
5/9/2024 |
168
|
$880 M
|
| ARCH CAPITAL GROUP LTD. |
2024 Q1
|
5/9/2024 |
4
|
$590 M
|
| MOTCO |
2024 Q1
|
5/9/2024 |
835
|
$1.7 B
|
| CANNAE HOLDINGS, INC. |
2024 Q1
|
5/9/2024 |
5
|
$1.4 B
|
| Rose Park Advisors, LLC |
2024 Q1
|
5/9/2024 |
1
|
$17 M
|
| Truepoint, Inc. |
2024 Q1
|
5/9/2024 |
122
|
$3.5 B
|
| Foundry Group Next, LLC |
2024 Q1
|
5/9/2024 |
1
|
$39 M
|
| Revolution Growth Management Company, Inc. |
2024 Q1
|
5/9/2024 |
3
|
$200 M
|
| Fidelity National Financial, Inc. |
2024 Q1
|
5/9/2024 |
25
|
$5.0 B
|
| J. L. Bainbridge & Co., Inc. |
2024 Q1
|
5/9/2024 |
95
|
$940 M
|
| TCTC Holdings, LLC |
2024 Q1
|
5/9/2024 |
687
|
$3.0 B
|
| 1ST SOURCE BANK |
2024 Q1
|
5/9/2024 |
374
|
$1.7 B
|
| GARRISON POINT ADVISORS, LLC |
2024 Q1
|
5/9/2024 |
150
|
$160 M
|
| WINTRUST INVESTMENTS LLC |
2024 Q1
|
5/9/2024 |
478
|
$1.1 B
|
| Windsor Advisory Group, LLC |
2024 Q1
|
5/9/2024 |
50
|
$35 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2024 Q1
|
5/9/2024 |
90
|
$120 M
|
| PACIFIC FINANCIAL GROUP INC |
2024 Q1
|
5/9/2024 |
58
|
$140 M
|
| Torray Investment Partners LLC |
2024 Q1
|
5/9/2024 |
92
|
$670 M
|
| KELLEHER FINANCIAL ADVISORS |
2024 Q1
|
5/9/2024 |
123
|
$240 M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
1,130
|
$6.5 B
|
| GRAND WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/9/2024 |
71
|
$210 M
|
| Kelman-Lazarov, Inc. |
2024 Q1
|
5/9/2024 |
104
|
$510 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2024 Q1
|
5/9/2024 |
110
|
$220 M
|
| NNS Investments (Cyprus) Ltd |
2024 Q1
|
5/9/2024 |
1
|
$0
|
| Tao Capital Management LP |
2024 Q1
|
5/9/2024 |
10
|
$110 M
|
| NNS Holding |
2024 Q1
|
5/9/2024 |
1
|
$0
|
| Greenstone Partners & Co., LLC |
2024 Q1
|
5/9/2024 |
9
|
$220 M
|
| Kabouter Management, LLC |
2024 Q1
|
5/9/2024 |
15
|
$24 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
2024 Q1
|
5/9/2024 |
48
|
$130 M
|