CoreFirst Bank & Trust |
2023 Q4
|
3/18/2024 |
465
|
$150 M
|
HART & PATTERSON FINANCIAL GROUP LLC |
2023 Q4
|
3/15/2024 |
59
|
$190 M
|
Regis Acquisition Inc. |
2023 Q4
|
3/15/2024 |
43
|
$260 M
|
CAPE ANN SAVINGS BANK |
2023 Q4
|
3/15/2024 |
83
|
$150 M
|
Skyline Advisors, Inc. |
2023 Q4
|
3/15/2024 |
80
|
$210 M
|
BlueChip Wealth Advisors LLC |
2023 Q4
|
3/15/2024 |
115
|
$140 M
|
VanderPol Investments L.L.C. |
2023 Q4
|
3/15/2024 |
43
|
$29 M
|
B. Riley Wealth Advisors, Inc. |
2023 Q4
|
3/15/2024 |
1,386
|
$3.7 B
|
HENNESSY ADVISORS INC |
2023 Q4 - NEW HOLDINGS
|
3/14/2024 |
84
|
$640 M
|
SCP Investment, LP |
2023 Q4 - NEW HOLDINGS
|
3/14/2024 |
66
|
$130 M
|
SCP Investment, LP |
2023 Q3 - NEW HOLDINGS
|
3/14/2024 |
61
|
$130 M
|
UNIVERSITY OF CHICAGO |
2023 Q4
|
3/14/2024 |
9
|
$72 M
|
UNIVERSITY OF CHICAGO |
2023 Q3
|
3/14/2024 |
6
|
$150 M
|
UNIVERSITY OF CHICAGO |
2023 Q2
|
3/14/2024 |
7
|
$220 M
|
UNIVERSITY OF CHICAGO |
2023 Q1
|
3/14/2024 |
6
|
$220 M
|
UNIVERSITY OF CHICAGO |
2022 Q4
|
3/14/2024 |
5
|
$130 M
|
UNIVERSITY OF CHICAGO |
2021 Q3
|
3/14/2024 |
7
|
$66 M
|
UNIVERSITY OF CHICAGO |
2021 Q2
|
3/14/2024 |
6
|
$63 M
|
UNIVERSITY OF CHICAGO |
2021 Q1
|
3/14/2024 |
5
|
$52 M
|
UNIVERSITY OF CHICAGO |
2020 Q4
|
3/14/2024 |
5
|
$46 M
|
Leo Wealth, LLC |
2023 Q4
|
3/14/2024 |
327
|
$970 M
|
WALDEN WEALTH PARTNERS LLC |
2023 Q4
|
3/14/2024 |
84
|
$160 M
|
ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2023 Q4
|
3/14/2024 |
309
|
$130 M
|
HBK INVESTMENTS L P |
2023 Q4 - NEW HOLDINGS
|
3/14/2024 |
1
|
$700 M
|
HBK INVESTMENTS L P |
2023 Q3 - NEW HOLDINGS
|
3/14/2024 |
2
|
$180 M
|
Yeomans Consulting Group, Inc. |
2023 Q4
|
3/14/2024 |
66
|
$200 M
|
MUIRFIELD WEALTH ADVISORS LLC |
2023 Q4
|
3/14/2024 |
58
|
$94 M
|
GOLDEN ROAD ADVISORS LLC |
2023 Q4
|
3/14/2024 |
35
|
$100 M
|
Global Frontier Investments LLC |
2023 Q4
|
3/13/2024 |
23
|
$290 M
|
MONECO Advisors, LLC |
2023 Q2 - RESTATEMENT
|
3/13/2024 |
338
|
$370 M
|
MONECO Advisors, LLC |
2023 Q3 - RESTATEMENT
|
3/13/2024 |
334
|
$370 M
|
MONECO Advisors, LLC |
2023 Q4 - RESTATEMENT
|
3/13/2024 |
379
|
$520 M
|
Sivia Capital Partners, LLC |
2023 Q4 - RESTATEMENT
|
3/12/2024 |
186
|
$130 M
|
Spartan Planning & Wealth Management |
2023 Q4
|
3/12/2024 |
193
|
$94 M
|
ROVIN CAPITAL /UT/ /ADV |
2023 Q4
|
3/12/2024 |
137
|
$220 M
|
PVG ASSET MANAGEMENT CORP |
2023 Q4
|
3/12/2024 |
33
|
$21 M
|
EXECUTIVE WEALTH GROUP LLC |
2023 Q4
|
3/12/2024 |
46
|
$160 M
|
EXECUTIVE WEALTH GROUP LLC |
2023 Q3
|
3/12/2024 |
48
|
$140 M
|
EXECUTIVE WEALTH GROUP LLC |
2021 Q3
|
3/12/2024 |
48
|
$160 M
|
EXECUTIVE WEALTH GROUP LLC |
2021 Q4
|
3/12/2024 |
49
|
$160 M
|
EXECUTIVE WEALTH GROUP LLC |
2022 Q1
|
3/12/2024 |
48
|
$150 M
|
EXECUTIVE WEALTH GROUP LLC |
2022 Q3
|
3/12/2024 |
43
|
$120 M
|
EXECUTIVE WEALTH GROUP LLC |
2022 Q2
|
3/12/2024 |
44
|
$130 M
|
EXECUTIVE WEALTH GROUP LLC |
2022 Q4
|
3/12/2024 |
43
|
$130 M
|
EXECUTIVE WEALTH GROUP LLC |
2023 Q1
|
3/12/2024 |
45
|
$140 M
|
EXECUTIVE WEALTH GROUP LLC |
2023 Q2
|
3/12/2024 |
47
|
$150 M
|
EXECUTIVE WEALTH GROUP LLC |
2019 Q2
|
3/12/2024 |
37
|
$130 M
|
EXECUTIVE WEALTH GROUP LLC |
2019 Q3
|
3/12/2024 |
37
|
$120 M
|
EXECUTIVE WEALTH GROUP LLC |
2020 Q1
|
3/12/2024 |
38
|
$100 M
|
EXECUTIVE WEALTH GROUP LLC |
2020 Q2
|
3/12/2024 |
43
|
$120 M
|
EXECUTIVE WEALTH GROUP LLC |
2020 Q3
|
3/12/2024 |
44
|
$130 M
|
EXECUTIVE WEALTH GROUP LLC |
2020 Q4
|
3/12/2024 |
45
|
$150 M
|
EXECUTIVE WEALTH GROUP LLC |
2021 Q2
|
3/12/2024 |
48
|
$170 M
|
EXECUTIVE WEALTH GROUP LLC |
2021 Q1
|
3/12/2024 |
45
|
$160 M
|
EXECUTIVE WEALTH GROUP LLC |
2018 Q1
|
3/12/2024 |
35
|
$120 M
|
EXECUTIVE WEALTH GROUP LLC |
2018 Q3
|
3/12/2024 |
36
|
$120 M
|
EXECUTIVE WEALTH GROUP LLC |
2018 Q2
|
3/12/2024 |
36
|
$110 M
|
EXECUTIVE WEALTH GROUP LLC |
2018 Q4
|
3/12/2024 |
32
|
$110 M
|
EXECUTIVE WEALTH GROUP LLC |
2019 Q4
|
3/12/2024 |
39
|
$130 M
|
EXECUTIVE WEALTH GROUP LLC |
2019 Q1
|
3/12/2024 |
36
|
$130 M
|
EXECUTIVE WEALTH GROUP LLC |
2017 Q4
|
3/12/2024 |
35
|
$110 M
|
Cove Private Wealth, LLC |
2023 Q4
|
3/12/2024 |
75
|
$110 M
|
VANGUARD GROUP INC |
2023 Q4 - RESTATEMENT
|
3/11/2024 |
16,221
|
$4.6 T
|
Wahed Invest LLC |
2023 Q4 - RESTATEMENT
|
3/11/2024 |
235
|
$360 M
|
GR FINANCIAL GROUP, LLC |
2023 Q3
|
3/11/2024 |
13
|
$360 M
|
GR FINANCIAL GROUP, LLC |
2023 Q2
|
3/11/2024 |
14
|
$320 M
|
GR FINANCIAL GROUP, LLC |
2023 Q1
|
3/11/2024 |
12
|
$280 M
|
GR FINANCIAL GROUP, LLC |
2022 Q4
|
3/11/2024 |
11
|
$300 M
|
Red Mountain Financial, LLC |
2023 Q4
|
3/11/2024 |
62
|
$65 M
|
Hobart Private Capital, LLC |
2022 Q3
|
3/11/2024 |
35
|
$140 M
|
Hobart Private Capital, LLC |
2022 Q2
|
3/11/2024 |
37
|
$210 M
|
Hobart Private Capital, LLC |
2022 Q1
|
3/11/2024 |
38
|
$260 M
|
Hobart Private Capital, LLC |
2021 Q4
|
3/11/2024 |
41
|
$270 M
|
Hobart Private Capital, LLC |
2021 Q3
|
3/11/2024 |
90
|
$250 M
|
Hobart Private Capital, LLC |
2021 Q2
|
3/11/2024 |
130
|
$240 M
|
Hobart Private Capital, LLC |
2021 Q1
|
3/11/2024 |
134
|
$240 M
|
Hobart Private Capital, LLC |
2020 Q4
|
3/11/2024 |
147
|
$230 M
|
Hobart Private Capital, LLC |
2020 Q3
|
3/11/2024 |
136
|
$190 M
|
Hobart Private Capital, LLC |
2020 Q2
|
3/11/2024 |
145
|
$180 M
|
Hobart Private Capital, LLC |
2020 Q1
|
3/11/2024 |
146
|
$150 M
|
Hobart Private Capital, LLC |
2019 Q4
|
3/11/2024 |
152
|
$160 M
|
NEPC LLC |
2023 Q3
|
3/11/2024 |
42
|
$1.6 B
|
NEPC LLC |
2023 Q2
|
3/11/2024 |
39
|
$850 M
|
NEPC LLC |
2023 Q1
|
3/11/2024 |
24
|
$330 M
|
NEPC LLC |
2022 Q4
|
3/11/2024 |
27
|
$420 M
|
Hobart Private Capital, LLC |
2019 Q3
|
3/11/2024 |
144
|
$150 M
|
NEPC LLC |
2022 Q3
|
3/11/2024 |
27
|
$740 M
|
NEPC LLC |
2022 Q2
|
3/11/2024 |
31
|
$700 M
|
Hobart Private Capital, LLC |
2019 Q2
|
3/11/2024 |
144
|
$140 M
|
NEPC LLC |
2022 Q1
|
3/11/2024 |
31
|
$150 M
|
Hobart Private Capital, LLC |
2019 Q1
|
3/11/2024 |
160
|
$130 M
|
NEPC LLC |
2021 Q4
|
3/11/2024 |
34
|
$180 M
|
Hobart Private Capital, LLC |
2018 Q4
|
3/11/2024 |
140
|
$120 M
|
NEPC LLC |
2021 Q3
|
3/11/2024 |
48
|
$340 M
|
NEPC LLC |
2021 Q2
|
3/11/2024 |
69
|
$710 M
|
NEPC LLC |
2021 Q1
|
3/11/2024 |
37
|
$270 M
|
Hobart Private Capital, LLC |
2018 Q3
|
3/11/2024 |
141
|
$130 M
|
NEPC LLC |
2020 Q4
|
3/11/2024 |
27
|
$170 M
|
NEPC LLC |
2020 Q3
|
3/11/2024 |
27
|
$140 M
|
Hobart Private Capital, LLC |
2018 Q2
|
3/11/2024 |
133
|
$120 M
|