| Smart Money Group LLC |
2022 Q4
|
1/24/2023 |
48
|
$190M
|
| Aaron Wealth Advisors LLC |
2022 Q4
|
1/24/2023 |
244
|
$680B
|
| COURIER CAPITAL LLC |
2022 Q4
|
1/24/2023 |
291
|
$870B
|
| Aevitas Wealth Management, Inc. |
2022 Q4
|
1/24/2023 |
114
|
$170B
|
| Horst & Graben Wealth Management LLC |
2022 Q4
|
1/24/2023 |
126
|
$380B
|
| Northstar Advisory Group, LLC |
2022 Q4
|
1/24/2023 |
89
|
$130B
|
| Atlas Financial Advisors, Inc. |
2022 Q4
|
1/24/2023 |
23
|
$73B
|
| EASTERN BANK |
2022 Q4
|
1/24/2023 |
462
|
$1.9T
|
| Fractal Investments LLC |
2022 Q4
|
1/24/2023 |
92
|
$420B
|
| Paradiem, LLC |
2022 Q4
|
1/24/2023 |
94
|
$270B
|
| LCM Capital Management Inc |
2022 Q4
|
1/24/2023 |
87
|
$100B
|
| Madison Wealth Partners, Inc |
2022 Q4
|
1/24/2023 |
78
|
$170B
|
| Ziegler Capital Management, LLC |
2022 Q4
|
1/24/2023 |
544
|
$2.4T
|
| Merrion Investment Management Co, LLC |
2022 Q4
|
1/24/2023 |
88
|
$110B
|
| Pallas Capital Advisors LLC |
2022 Q4
|
1/24/2023 |
272
|
$990B
|
| DOCK STREET ASSET MANAGEMENT INC |
2022 Q4
|
1/24/2023 |
53
|
$430B
|
| PENN DAVIS MCFARLAND INC |
2022 Q4 - RESTATEMENT
|
1/24/2023 |
43
|
$510B
|
| Derbend Asset Management |
2022 Q4
|
1/24/2023 |
76
|
$130B
|
| Exeter Financial, LLC |
2022 Q4
|
1/24/2023 |
84
|
$190B
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2022 Q4
|
1/24/2023 |
955
|
$510B
|
| Qiming U.S. Ventures Management, LLC |
2022 Q4
|
1/24/2023 |
7
|
$76B
|
| Claybrook Capital, LLC |
2022 Q4
|
1/24/2023 |
133
|
$160B
|
| Investmark Advisory Group LLC |
2022 Q4
|
1/24/2023 |
106
|
$130B
|
| FIRST CITIZENS BANK & TRUST CO |
2022 Q4
|
1/24/2023 |
528
|
$3.3B
|
| Covenant Asset Management, LLC |
2022 Q4
|
1/24/2023 |
169
|
$420B
|
| Del-Sette Capital Management, LLC |
2022 Q4
|
1/24/2023 |
34
|
$100M
|
| Koshinski Asset Management, Inc. |
2022 Q4
|
1/24/2023 |
612
|
$1T
|
| CALIBER WEALTH MANAGEMENT, LLC |
2022 Q4
|
1/24/2023 |
85
|
$130B
|
| Courant Investment Management LLC |
2022 Q4
|
1/24/2023 |
9
|
$100B
|
| Bouchey Financial Group Ltd |
2022 Q4
|
1/24/2023 |
94
|
$690B
|
| PENN DAVIS MCFARLAND INC |
2022 Q4
|
1/24/2023 |
43
|
$510M
|
| Stonegate Investment Group, LLC |
2022 Q4
|
1/24/2023 |
339
|
$2.3T
|
| White Lighthouse Investment Management Inc. |
2022 Q4
|
1/24/2023 |
114
|
$370B
|
| OAK RIDGE INVESTMENTS LLC |
2022 Q4
|
1/24/2023 |
150
|
$670B
|
| 626 Financial, LLC |
2022 Q4
|
1/24/2023 |
111
|
$140B
|
| Sigma Planning Corp |
2022 Q4
|
1/24/2023 |
1,261
|
$2.8T
|
| Key Colony Management, LLC |
2022 Q4
|
1/24/2023 |
10
|
$92M
|
| WealthOne, LLC |
2022 Q4
|
1/24/2023 |
117
|
$250B
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2022 Q4
|
1/24/2023 |
68
|
$600B
|
| EUDAIMONIA ADVISORS LLC |
2022 Q4
|
1/24/2023 |
148
|
$150B
|
| Kathmere Capital Management, LLC |
2022 Q4 - RESTATEMENT
|
1/24/2023 |
200
|
$570B
|
| Eudaimonia Partners, LLC |
2022 Q4
|
1/24/2023 |
343
|
$410B
|
| Bridge Creek Capital Management LLC |
2022 Q4
|
1/24/2023 |
100
|
$260B
|
| Southern Farm Bureau Life Insurance |
2022 Q4 - RESTATEMENT
|
1/24/2023 |
16
|
$620M
|
| CRA Financial Services, LLC |
2022 Q4
|
1/24/2023 |
204
|
$310B
|
| Louisiana State Employees Retirement System |
2022 Q4
|
1/24/2023 |
1,585
|
$3.7B
|
| Empirical Finance, LLC |
2022 Q4
|
1/24/2023 |
493
|
$970M
|
| Bill Few Associates, Inc. |
2022 Q4
|
1/24/2023 |
130
|
$170B
|
| ShoreHaven Wealth Partners, LLC |
2022 Q4
|
1/24/2023 |
76
|
$140B
|
| CAPITAL MANAGEMENT CORP /VA |
2022 Q4
|
1/24/2023 |
68
|
$410B
|
| HENDLEY & CO INC |
2022 Q4
|
1/24/2023 |
54
|
$220M
|
| Matisse Capital |
2022 Q4 - NEW HOLDINGS
|
1/24/2023 |
131
|
$110B
|
| NATIONAL BANK OF CANADA /FI/ |
2022 Q4
|
1/24/2023 |
5,169
|
$39T
|
| Pachira Investments Inc. |
2022 Q4
|
1/24/2023 |
26
|
$20M
|
| Lafayette Investments, Inc. |
2022 Q4
|
1/24/2023 |
121
|
$360B
|
| Spartan Fund Management Inc. |
2022 Q4
|
1/24/2023 |
411
|
$280M
|
| ARK Investment Management LLC |
2022 Q4
|
1/24/2023 |
232
|
$12T
|
| Penbrook Management LLC |
2022 Q4
|
1/24/2023 |
95
|
$120B
|
| Cordant, Inc. |
2022 Q4
|
1/24/2023 |
79
|
$150B
|
| Nationwide Asset Management LLC |
2022 Q4
|
1/24/2023 |
6
|
$100M
|
| Enlightenment Research, LLC |
2022 Q4
|
1/24/2023 |
1
|
$0
|
| Arlington Partners LLC |
2022 Q4 - RESTATEMENT
|
1/24/2023 |
414
|
$630B
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
2022 Q4 - RESTATEMENT
|
1/24/2023 |
222
|
$1.9T
|
| Matrix Trust Co |
2022 Q4
|
1/24/2023 |
51
|
$400M
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2022 Q4
|
1/24/2023 |
225
|
$980B
|
| Kathmere Capital Management, LLC |
2022 Q4
|
1/24/2023 |
209
|
$600B
|
| Diversified Portfolios, Inc. |
2022 Q4
|
1/24/2023 |
130
|
$440B
|
| Brown University |
2022 Q4
|
1/24/2023 |
5
|
$240M
|
| Forum Financial Management, LP |
2022 Q4
|
1/24/2023 |
708
|
$3T
|
| Crestwood Capital Management, L.P. |
2022 Q4
|
1/24/2023 |
13
|
$120B
|
| HARBOR INVESTMENT ADVISORY, LLC |
2022 Q4
|
1/24/2023 |
1,344
|
$640B
|
| Fragasso Group Inc. |
2022 Q4 - RESTATEMENT
|
1/24/2023 |
208
|
$860B
|
| Violich Capital Management, Inc. |
2022 Q4
|
1/24/2023 |
106
|
$560M
|
| Southern Farm Bureau Life Insurance |
2022 Q4
|
1/24/2023 |
16
|
$620M
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2022 Q4
|
1/24/2023 |
204
|
$1.3T
|
| Fulcrum Capital LLC |
2022 Q4
|
1/24/2023 |
101
|
$350B
|
| Fragasso Group Inc. |
2022 Q4
|
1/24/2023 |
71
|
$21B
|
| ZWJ INVESTMENT COUNSEL INC |
2022 Q4
|
1/24/2023 |
176
|
$1.8T
|
| Hendershot Investments Inc. |
2022 Q4
|
1/24/2023 |
143
|
$590B
|
| LYELL WEALTH MANAGEMENT, LP |
2022 Q4
|
1/24/2023 |
189
|
$630B
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2022 Q4
|
1/24/2023 |
143
|
$140B
|
| MUFG Securities EMEA plc |
2022 Q4
|
1/24/2023 |
259
|
$6.1B
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2022 Q4
|
1/24/2023 |
25
|
$610M
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2022 Q4
|
1/24/2023 |
26
|
$160B
|
| Buckingham Capital Management, Inc. |
2022 Q4
|
1/24/2023 |
114
|
$570B
|
| Linden Rose Investment LLC |
2022 Q4
|
1/24/2023 |
4
|
$37M
|
| ROCKLAND TRUST CO |
2022 Q4
|
1/24/2023 |
531
|
$1.6B
|
| TOTH FINANCIAL ADVISORY CORP |
2022 Q4
|
1/24/2023 |
711
|
$620B
|
| PARK AVENUE SECURITIES LLC |
2022 Q4
|
1/24/2023 |
1,189
|
$5.6T
|
| Centerpoint Advisors, LLC |
2022 Q4
|
1/24/2023 |
510
|
$210M
|
| SOL Capital Management CO |
2022 Q4
|
1/24/2023 |
275
|
$570B
|
| NORRIS PERNE & FRENCH LLP/MI |
2022 Q4
|
1/24/2023 |
136
|
$1T
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2022 Q4
|
1/24/2023 |
79
|
$390M
|
| RFP Financial Group LLC |
2022 Q4
|
1/24/2023 |
1,466
|
$220B
|
| Bank Julius Baer & Co. Ltd, Zurich |
2022 Q4
|
1/24/2023 |
572
|
$15B
|
| Pinnacle Bancorp, Inc. |
2022 Q4
|
1/24/2023 |
739
|
$260M
|
| Integrity Advisory, LLC |
2022 Q4
|
1/24/2023 |
77
|
$110B
|
| Darrow Company, Inc. |
2022 Q4
|
1/24/2023 |
32
|
$100B
|
| CONOCOPHILLIPS |
2022 Q4
|
1/24/2023 |
1
|
$0
|
| Verde Servicos Internacionais S.A. |
2022 Q4
|
1/24/2023 |
37
|
$290M
|