| HS Management Partners, LLC |
2024 Q1
|
4/16/2024 |
23
|
$2.2 B
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2024 Q1
|
4/16/2024 |
108
|
$1.2 B
|
| Strategic Equity Management |
2024 Q1
|
4/16/2024 |
35
|
$120 M
|
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2024 Q1
|
4/16/2024 |
359
|
$180 M
|
| First International Bank & Trust |
2024 Q1
|
4/16/2024 |
106
|
$290 M
|
| Steigerwald, Gordon & Koch Inc. |
2024 Q1
|
4/16/2024 |
124
|
$800 M
|
| Processus Wealth & Capital Management, LLC |
2024 Q1
|
4/16/2024 |
34
|
$110 M
|
| PATRIZIA Pty Ltd |
2024 Q1
|
4/16/2024 |
12
|
$64 M
|
| Allred Capital Management, LLC |
2024 Q1
|
4/16/2024 |
170
|
$260 M
|
| Japan Post Holdings Co., Ltd. |
2024 Q1
|
4/16/2024 |
1
|
$4.5 B
|
| Montis Financial, LLC |
2024 Q1
|
4/16/2024 |
82
|
$210 M
|
| COUNTRY TRUST BANK |
2024 Q1
|
4/16/2024 |
309
|
$3.9 B
|
| Krane Funds Advisors LLC |
2024 Q1
|
4/16/2024 |
90
|
$2.4 B
|
| WHITENER CAPITAL MANAGEMENT, INC. |
2024 Q1
|
4/16/2024 |
152
|
$310 M
|
| MINOT CAPITAL, LP |
2024 Q1
|
4/16/2024 |
12
|
$570 M
|
| Pacific Wealth Management |
2024 Q1
|
4/16/2024 |
24
|
$180 M
|
| Independence Bank of Kentucky |
2024 Q1
|
4/16/2024 |
517
|
$330 M
|
| TOTAL INVESTMENT MANAGEMENT INC |
2024 Q1
|
4/16/2024 |
74
|
$790 M
|
| FIDELITY D & D BANCORP INC |
2024 Q1
|
4/16/2024 |
164
|
$130 M
|
| Kopion Asset Management, LLC |
2023 Q4 - RESTATEMENT
|
4/16/2024 |
18
|
$130 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2024 Q1
|
4/16/2024 |
146
|
$1.4 B
|
| Kopion Asset Management, LLC |
2023 Q3 - RESTATEMENT
|
4/16/2024 |
18
|
$110 M
|
| First Dallas Securities Inc. |
2024 Q1
|
4/16/2024 |
118
|
$220 M
|
| Galibier Capital Management Ltd. |
2024 Q1
|
4/16/2024 |
40
|
$420 M
|
| Moisand Fitzgerald Tamayo, LLC |
2024 Q1
|
4/16/2024 |
579
|
$650 M
|
| Reliant Investment Management, LLC |
2024 Q1
|
4/16/2024 |
61
|
$210 M
|
| Viewpoint Capital Management LLC |
2024 Q1
|
4/16/2024 |
140
|
$160 M
|
| MONUMENTAL FINANCIAL GROUP INC. |
2024 Q1
|
4/16/2024 |
40
|
$190 M
|
| Hodges Capital Management Inc. |
2024 Q1
|
4/16/2024 |
219
|
$1.6 B
|
| Weaver Consulting Group |
2024 Q1
|
4/16/2024 |
199
|
$270 M
|
| Occidental Asset Management, LLC |
2024 Q1
|
4/16/2024 |
202
|
$540 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2024 Q1
|
4/16/2024 |
111
|
$1.2 B
|
| Kopion Asset Management, LLC |
2023 Q2 - RESTATEMENT
|
4/16/2024 |
19
|
$120 M
|
| Ampfield Management, L.P. |
2024 Q1
|
4/16/2024 |
5
|
$140 k
|
| WD RUTHERFORD LLC |
2024 Q1
|
4/16/2024 |
94
|
$190 M
|
| MCF Advisors LLC |
2024 Q1
|
4/16/2024 |
1,021
|
$1.3 B
|
| Kopion Asset Management, LLC |
2023 Q1 - RESTATEMENT
|
4/16/2024 |
19
|
$110 M
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2024 Q1
|
4/16/2024 |
26
|
$200 M
|
| TOTH FINANCIAL ADVISORY CORP |
2024 Q1
|
4/16/2024 |
719
|
$800 M
|
| Noble Family Wealth, LLC |
2024 Q1
|
4/16/2024 |
61
|
$350 M
|
| TRUST CO OF VIRGINIA /VA |
2024 Q1
|
4/16/2024 |
366
|
$1.0 B
|
| Newton One Investments LLC |
2024 Q1
|
4/16/2024 |
113
|
$230 M
|
| GARRISON BRADFORD & ASSOCIATES INC |
2024 Q1
|
4/16/2024 |
31
|
$97 M
|
| OPINICUS CAPITAL, INC. |
2024 Q1
|
4/16/2024 |
100
|
$110 M
|
| Trifecta Capital Advisors, LLC |
2024 Q1
|
4/16/2024 |
411
|
$410 M
|
| Traveka Wealth, LLC |
2024 Q1
|
4/16/2024 |
133
|
$220 M
|
| Pure Financial Advisors, LLC |
2024 Q1
|
4/16/2024 |
313
|
$3.2 B
|
| Sara-Bay Financial |
2024 Q1
|
4/16/2024 |
78
|
$220 M
|
| HART & PATTERSON FINANCIAL GROUP LLC |
2024 Q1
|
4/16/2024 |
67
|
$200 M
|
| NovaPoint Capital, LLC |
2024 Q1
|
4/16/2024 |
136
|
$290 M
|
| WBH ADVISORY INC |
2024 Q1
|
4/16/2024 |
310
|
$970 M
|
| Five Oceans Advisors |
2024 Q1
|
4/16/2024 |
197
|
$190 M
|
| Arlington Trust Co LLC |
2024 Q1
|
4/16/2024 |
494
|
$390 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2024 Q1
|
4/16/2024 |
68
|
$120 M
|
| Arlington Partners LLC |
2024 Q1
|
4/16/2024 |
60
|
$200 M
|
| Cordant, Inc. |
2024 Q1
|
4/16/2024 |
70
|
$170 M
|
| Lauer Wealth, LLC |
2024 Q1
|
4/16/2024 |
42
|
$120 M
|
| FSC Wealth Advisors, LLC |
2024 Q1
|
4/16/2024 |
254
|
$140 M
|
| Multicoin Capital Management, LLC |
2023 Q4
|
4/16/2024 |
2
|
$110 M
|
| JACKSON SQUARE CAPITAL, LLC |
2024 Q1
|
4/16/2024 |
137
|
$390 M
|
| McBroom & Associates, LLC |
2024 Q1
|
4/16/2024 |
33
|
$150 M
|
| Alliance Wealth Advisors, LLC |
2024 Q1
|
4/16/2024 |
135
|
$160 M
|
| Berger Financial Group, Inc |
2024 Q1
|
4/16/2024 |
361
|
$1.2 B
|
| Asset Dedication, LLC |
2024 Q1
|
4/16/2024 |
1,024
|
$1.3 B
|
| Sageworth Trust Co |
2024 Q1
|
4/16/2024 |
77
|
$1.6 B
|
| Kopion Asset Management, LLC |
2022 Q4 - RESTATEMENT
|
4/16/2024 |
18
|
$99 M
|
| Tanglewood Legacy Advisors, LLC |
2024 Q1
|
4/16/2024 |
295
|
$200 M
|
| Sageworth Trust Co of South Dakota |
2024 Q1
|
4/16/2024 |
50
|
$65 M
|
| FAMILY WEALTH PARTNERS, LLC |
2024 Q1
|
4/16/2024 |
41
|
$180 M
|
| MinichMacGregor Wealth Management, LLC |
2024 Q1
|
4/16/2024 |
104
|
$390 M
|
| PineStone Asset Management Inc. |
2024 Q1
|
4/16/2024 |
44
|
$6.3 B
|
| Presima Securities ULC |
2024 Q1
|
4/16/2024 |
52
|
$430 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2024 Q1
|
4/16/2024 |
678
|
$1.6 B
|
| Robbins Farley |
2024 Q1
|
4/16/2024 |
167
|
$190 M
|
| Perpetual Ltd |
2024 Q1 - RESTATEMENT
|
4/16/2024 |
654
|
$10 B
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2024 Q1
|
4/16/2024 |
80
|
$130 M
|
| Cedar Mountain Advisors, LLC |
2024 Q1
|
4/16/2024 |
356
|
$400 M
|
| Stratos Investment Management, LLC |
2024 Q1
|
4/16/2024 |
205
|
$1.0 B
|
| Stratos Wealth Advisors, LLC |
2024 Q1
|
4/16/2024 |
659
|
$1.7 B
|
| Kohmann Bosshard Financial Services, LLC |
2024 Q1
|
4/16/2024 |
202
|
$720 M
|
| Stratos Wealth Partners, LTD. |
2024 Q1
|
4/16/2024 |
1,380
|
$6.0 B
|
| Atwater Malick LLC |
2024 Q1
|
4/16/2024 |
77
|
$280 M
|
| ENZI WEALTH |
2024 Q1
|
4/16/2024 |
59
|
$210 M
|
| Tevis Investment Management |
2024 Q1
|
4/16/2024 |
89
|
$120 M
|
| CAPITAL INSIGHT PARTNERS, LLC |
2024 Q1
|
4/16/2024 |
162
|
$540 M
|
| TSFG, LLC |
2024 Q1
|
4/16/2024 |
797
|
$400 M
|
| Sawyer & Company, Inc |
2024 Q1
|
4/16/2024 |
172
|
$250 M
|
| DIXON FNANCIAL SERVICES, INC. |
2024 Q1
|
4/16/2024 |
36
|
$180 M
|
| Asio Capital, LLC |
2024 Q1
|
4/16/2024 |
97
|
$470 M
|
| Stillwater Capital Advisors, LLC |
2024 Q1
|
4/16/2024 |
69
|
$680 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2024 Q1
|
4/16/2024 |
146
|
$170 M
|
| Bridge Advisory, LLC |
2024 Q1
|
4/16/2024 |
101
|
$200 M
|
| Harbour Capital Advisors, LLC |
2024 Q1
|
4/16/2024 |
278
|
$400 M
|
| KRS Capital Management, LLC |
2024 Q1
|
4/16/2024 |
118
|
$120 M
|
| Astoria Portfolio Advisors LLC. |
2024 Q1
|
4/16/2024 |
192
|
$260 M
|
| Silverleafe Capital Partners, LLC |
2024 Q1
|
4/16/2024 |
63
|
$250 M
|
| New England Research & Management, Inc. |
2024 Q1
|
4/16/2024 |
158
|
$200 M
|
| Financial Management Professionals, Inc. |
2024 Q1
|
4/16/2024 |
1,046
|
$680 M
|
| Kathmere Capital Management, LLC |
2023 Q4
|
4/16/2024 |
296
|
$770 M
|
| R.H. Dinel Investment Counsel, Inc. |
2024 Q1
|
4/16/2024 |
54
|
$160 M
|