| Livelsberger Financial Advisory |
2025 Q1
|
4/8/2025 |
5
|
$2.1 M
|
| Weinberger Asset Management, Inc |
2025 Q1
|
4/8/2025 |
80
|
$230 M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/8/2025 |
252
|
$1.2 B
|
| Pacifica Partners Inc. |
2025 Q1
|
4/8/2025 |
540
|
$220 M
|
| MEYER HANDELMAN CO |
2025 Q1
|
4/8/2025 |
282
|
$2.9 B
|
| Boit C F David |
2025 Q1
|
4/8/2025 |
129
|
$200 M
|
| Shearwater Capital LLC |
2025 Q1 - RESTATEMENT
|
4/8/2025 |
45
|
$140 M
|
| Greenfield FTC, Inc. |
2025 Q1
|
4/8/2025 |
3
|
$430 M
|
| Highland Financial Advisors, LLC |
2025 Q1
|
4/8/2025 |
53
|
$280 M
|
| New Hampshire Trust |
2025 Q1
|
4/8/2025 |
299
|
$440 M
|
| Avondale Wealth Management |
2025 Q1
|
4/8/2025 |
113
|
$160 M
|
| Fulcrum Capital LLC |
2025 Q1
|
4/8/2025 |
107
|
$450 M
|
| Shearwater Capital LLC |
2025 Q1
|
4/8/2025 |
43
|
$130 M
|
| James J. Burns & Company, LLC |
2025 Q1
|
4/8/2025 |
143
|
$560 M
|
| iA Global Asset Management Inc. |
2024 Q2 - RESTATEMENT
|
4/8/2025 |
471
|
$5.2 B
|
| iA Global Asset Management Inc. |
2024 Q1 - RESTATEMENT
|
4/8/2025 |
463
|
$4.9 B
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q1
|
4/8/2025 |
151
|
$900 k
|
| iA Global Asset Management Inc. |
2023 Q4 - RESTATEMENT
|
4/8/2025 |
465
|
$4.3 B
|
| Investors Research Corp |
2025 Q1
|
4/8/2025 |
962
|
$460 M
|
| Atlas Brown,Inc. |
2025 Q1
|
4/8/2025 |
213
|
$290 M
|
| May Barnhard Investments LLC |
2024 Q3
|
4/8/2025 |
82
|
$200 M
|
| May Barnhard Investments LLC |
2024 Q2
|
4/8/2025 |
82
|
$190 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q1
|
4/8/2025 |
58
|
$1.0 B
|
| May Barnhard Investments LLC |
2024 Q1
|
4/8/2025 |
80
|
$200 M
|
| May Barnhard Investments LLC |
2023 Q4
|
4/8/2025 |
82
|
$190 M
|
| Waycross Investment Management Co |
2025 Q1
|
4/8/2025 |
38
|
$89 M
|
| iA Global Asset Management Inc. |
2023 Q3 - RESTATEMENT
|
4/8/2025 |
461
|
$3.8 B
|
| Winthrop Advisory Group LLC |
2025 Q1
|
4/8/2025 |
156
|
$830 M
|
| Kopion Asset Management, LLC |
2025 Q1
|
4/8/2025 |
20
|
$130 M
|
| Somerset Trust Co |
2025 Q1
|
4/8/2025 |
213
|
$280 M
|
| Lantz Financial LLC |
2025 Q1
|
4/8/2025 |
222
|
$370 M
|
| IFG Advisors, LLC |
2025 Q1
|
4/8/2025 |
149
|
$520 M
|
| BTC Capital Management, Inc. |
2025 Q1
|
4/8/2025 |
531
|
$1.1 B
|
| Andrew Hill Investment Advisors, Inc. |
2025 Q1
|
4/8/2025 |
44
|
$100 M
|
| HFG Wealth Management, LLC |
2025 Q1
|
4/8/2025 |
51
|
$170 M
|
| DELPHI MANAGEMENT INC /MA/ |
2025 Q1
|
4/8/2025 |
78
|
$98 k
|
| DOLIVER ADVISORS, LP |
2025 Q1
|
4/8/2025 |
163
|
$360 M
|
| Retirement Wealth Solutions LLC |
2025 Q1
|
4/8/2025 |
435
|
$120 M
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2024 Q2 - RESTATEMENT
|
4/8/2025 |
3,086
|
$82 B
|
| BURNS J W & CO INC/NY |
2025 Q1
|
4/8/2025 |
187
|
$770 M
|
| Advisory Alpha, LLC |
2025 Q1
|
4/8/2025 |
299
|
$1.6 B
|
| Legacy Financial Strategies, LLC |
2025 Q1
|
4/8/2025 |
119
|
$460 M
|
| DUALITY ADVISERS, LP |
2025 Q1
|
4/8/2025 |
1
|
$0
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q1
|
4/8/2025 |
26
|
$130 M
|
| Spartan Planning & Wealth Management |
2025 Q1
|
4/8/2025 |
65
|
$100 M
|
| S.E.E.D. Planning Group LLC |
2025 Q1
|
4/8/2025 |
73
|
$300 M
|
| Red Spruce Capital, LLC |
2025 Q1
|
4/8/2025 |
91
|
$210 M
|
| ROTHSCHILD INVESTMENT LLC |
2025 Q1
|
4/8/2025 |
3,026
|
$1.5 B
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q1
|
4/8/2025 |
185
|
$200 M
|
| Lind Value II ApS |
2025 Q1
|
4/8/2025 |
9
|
$230 M
|
| GuoLine Advisory Pte Ltd |
2025 Q1
|
4/8/2025 |
23
|
$940 M
|
| AJU IB Investment Co., Ltd. |
2025 Q1
|
4/8/2025 |
8
|
$84 M
|
| AJU IB Investment Co., Ltd. |
2024 Q4
|
4/8/2025 |
8
|
$100 M
|
| Global Financial Private Client, LLC |
2025 Q1
|
4/7/2025 |
1,674
|
$260 M
|
| COOPER INVESTORS PTY LTD |
2018 Q1
|
4/7/2025 |
35
|
$840 M
|
| COOPER INVESTORS PTY LTD |
2017 Q4
|
4/7/2025 |
34
|
$800 M
|
| COOPER INVESTORS PTY LTD |
2018 Q2
|
4/7/2025 |
34
|
$820 M
|
| COOPER INVESTORS PTY LTD |
2018 Q3
|
4/7/2025 |
34
|
$840 M
|
| COOPER INVESTORS PTY LTD |
2018 Q4
|
4/7/2025 |
32
|
$720 M
|
| COOPER INVESTORS PTY LTD |
2019 Q1
|
4/7/2025 |
34
|
$820 M
|
| COOPER INVESTORS PTY LTD |
2019 Q3
|
4/7/2025 |
40
|
$880 M
|
| COOPER INVESTORS PTY LTD |
2019 Q2
|
4/7/2025 |
33
|
$860 M
|
| COOPER INVESTORS PTY LTD |
2019 Q4
|
4/7/2025 |
41
|
$950 M
|
| COOPER INVESTORS PTY LTD |
2020 Q1
|
4/7/2025 |
41
|
$800 M
|
| Neumann Advisory Hong Kong Ltd |
2025 Q1
|
4/7/2025 |
10
|
$230 k
|
| FACTORIAL MANAGEMENT Ltd |
2025 Q1
|
4/7/2025 |
1
|
$0
|
| Lowe Wealth Advisors, LLC |
2025 Q1
|
4/7/2025 |
372
|
$240 M
|
| Parallel Advisors, LLC |
2025 Q1
|
4/7/2025 |
3,520
|
$4.4 B
|
| LEGACY SOLUTIONS, LLC |
2025 Q1
|
4/7/2025 |
71
|
$91 M
|
| Welch Group, LLC |
2025 Q1
|
4/7/2025 |
266
|
$2.3 B
|
| Summit Global Investments |
2025 Q1
|
4/7/2025 |
426
|
$1.4 M
|
| First County Bank /CT/ |
2025 Q1
|
4/7/2025 |
375
|
$180 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/7/2025 |
109
|
$130 M
|
| O'Connor Financial Group LLC |
2025 Q1
|
4/7/2025 |
55
|
$190 M
|
| TOMPKINS FINANCIAL CORP |
2025 Q1
|
4/7/2025 |
767
|
$1.0 B
|
| Partnership Wealth Management, LLC |
2025 Q1
|
4/7/2025 |
72
|
$120 M
|
| Benchmark Wealth Management, LLC |
2025 Q1
|
4/7/2025 |
67
|
$210 M
|
| GoalVest Advisory LLC |
2025 Q1
|
4/7/2025 |
503
|
$360 M
|
| Stairway Partners, LLC |
2025 Q1
|
4/7/2025 |
18
|
$1.6 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2025 Q1
|
4/7/2025 |
1
|
$0
|
| GAMMA Investing LLC |
2025 Q1
|
4/7/2025 |
3,793
|
$19 M
|
| AdvisorNet Financial, Inc |
2025 Q1
|
4/7/2025 |
2,182
|
$1.3 B
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q1
|
4/7/2025 |
137
|
$250 M
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q1
|
4/7/2025 |
6
|
$150 M
|
| Efficient Frontier Advisors LLC |
2025 Q1
|
4/7/2025 |
21
|
$150 M
|
| Eastover Investment Advisors LLC |
2025 Q1
|
4/7/2025 |
47
|
$210 M
|
| Phil A. Younker & Associates, Ltd. |
2024 Q4
|
4/7/2025 |
28
|
$100 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q1
|
4/7/2025 |
183
|
$730 M
|
| Wealth High Governance Capital Ltda |
2024 Q4 - RESTATEMENT
|
4/7/2025 |
45
|
$280 M
|
| M & L Capital Management Ltd |
2025 Q1
|
4/7/2025 |
21
|
$330 M
|
| FC Advisory LLC |
2025 Q1
|
4/7/2025 |
105
|
$300 M
|
| Bath Savings Trust Co |
2025 Q1
|
4/7/2025 |
264
|
$970 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q1
|
4/7/2025 |
13
|
$180 M
|
| Nexus Investment Management ULC |
2025 Q1
|
4/7/2025 |
75
|
$880 M
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2024 Q3 - RESTATEMENT
|
4/4/2025 |
3,076
|
$86 B
|
| Exeter Financial, LLC |
2025 Q1
|
4/4/2025 |
90
|
$220 M
|
| Three Seasons Wealth, LLC |
2024 Q3
|
4/4/2025 |
113
|
$190 M
|
| Three Seasons Wealth, LLC |
2024 Q2
|
4/4/2025 |
91
|
$180 M
|
| Three Seasons Wealth, LLC |
2023 Q4
|
4/4/2025 |
88
|
$110 M
|
| Three Seasons Wealth, LLC |
2024 Q1
|
4/4/2025 |
86
|
$140 M
|