| WJ Interests, LLC |
2024 Q1
|
4/10/2024 |
12
|
$190 M
|
| Partnership Wealth Management, LLC |
2024 Q1
|
4/10/2024 |
210
|
$140 M
|
| PARK AVENUE SECURITIES LLC |
2024 Q1
|
4/10/2024 |
1,358
|
$7.7 B
|
| Selway Asset Management |
2024 Q1
|
4/10/2024 |
82
|
$250 M
|
| SOA Wealth Advisors, LLC. |
2024 Q1
|
4/10/2024 |
910
|
$480 M
|
| M. Kraus & Co |
2024 Q1
|
4/10/2024 |
82
|
$330 M
|
| McLean Asset Management Corp |
2024 Q1
|
4/10/2024 |
153
|
$290 M
|
| Inscription Capital, LLC |
2024 Q1
|
4/10/2024 |
183
|
$290 M
|
| Trust Co of the South |
2024 Q1
|
4/10/2024 |
123
|
$430 M
|
| VanderPol Investments L.L.C. |
2024 Q1
|
4/10/2024 |
45
|
$35 M
|
| Pathway Financial Advisors LLC |
2024 Q1
|
4/10/2024 |
172
|
$370 M
|
| Laurus Investment Counsel Inc. |
2024 Q1
|
4/10/2024 |
40
|
$290 M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2024 Q1
|
4/10/2024 |
37
|
$140 M
|
| Greenfield Savings Bank |
2024 Q1
|
4/10/2024 |
149
|
$190 M
|
| Pathway Financial Advisors LLC |
2023 Q4 - RESTATEMENT
|
4/10/2024 |
161
|
$350 M
|
| Arbor Wealth Advisors LLC |
2024 Q1
|
4/10/2024 |
46
|
$110 M
|
| Founders Capital Management |
2024 Q1
|
4/10/2024 |
356
|
$150 M
|
| Shotwell Rutter Baer Inc |
2024 Q1
|
4/10/2024 |
18
|
$49 M
|
| Fragasso Group Inc. |
2024 Q1
|
4/10/2024 |
258
|
$1.2 B
|
| ATWOOD & PALMER INC |
2024 Q1
|
4/10/2024 |
415
|
$1.3 B
|
| THREADGILL FINANCIAL, LLC |
2024 Q1
|
4/10/2024 |
59
|
$230 M
|
| Aprio Wealth Management, LLC |
2024 Q1
|
4/10/2024 |
241
|
$510 M
|
| Nexus Investment Management ULC |
2024 Q1
|
4/10/2024 |
76
|
$1.0 B
|
| Bruce G. Allen Investments, LLC |
2024 Q1
|
4/10/2024 |
961
|
$120 M
|
| Keystone Financial Planning, Inc. |
2024 Q1
|
4/10/2024 |
49
|
$310 M
|
| US Asset Management LLC |
2024 Q1
|
4/10/2024 |
132
|
$110 M
|
| Abacus Wealth Partners, LLC |
2024 Q1
|
4/10/2024 |
89
|
$600 M
|
| Conrad Siegel Investment Advisors, Inc. |
2024 Q1
|
4/10/2024 |
38
|
$340 M
|
| Banque Cantonale Vaudoise |
2024 Q1
|
4/10/2024 |
1,125
|
$2.6 B
|
| Schulz Wealth, LTD. |
2024 Q1
|
4/10/2024 |
57
|
$120 M
|
| Williams Financial, LLC |
2024 Q1
|
4/10/2024 |
19
|
$150 M
|
| Enterprise Bank & Trust Co |
2024 Q1
|
4/10/2024 |
124
|
$290 M
|
| Legacy Private Trust Co. |
2024 Q1
|
4/10/2024 |
313
|
$1.4 B
|
| Perennial Advisors, LLC |
2024 Q1
|
4/10/2024 |
111
|
$430 M
|
| TL Private Wealth |
2024 Q1
|
4/10/2024 |
41
|
$200 M
|
| Walker Asset Management, LLC |
2024 Q1
|
4/10/2024 |
140
|
$150 M
|
| St. Louis Financial Planners Asset Management, LLC |
2024 Q1
|
4/10/2024 |
34
|
$110 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2024 Q1
|
4/10/2024 |
228
|
$410 M
|
| Wedmont Private Capital |
2024 Q1
|
4/10/2024 |
605
|
$1.4 B
|
| Cox Capital Mgt LLC |
2024 Q1
|
4/10/2024 |
70
|
$160 M
|
| Key Colony Management, LLC |
2024 Q1
|
4/10/2024 |
8
|
$100 M
|
| Thomasville National Bank |
2024 Q1
|
4/10/2024 |
311
|
$1.2 B
|
| Quadrature Capital Ltd |
2020 Q1 - NEW HOLDINGS
|
4/10/2024 |
34
|
$61 M
|
| Quadrature Capital Ltd |
2020 Q2 - NEW HOLDINGS
|
4/10/2024 |
23
|
$32 M
|
| Quadrature Capital Ltd |
2020 Q4 - NEW HOLDINGS
|
4/10/2024 |
25
|
$37 M
|
| Quadrature Capital Ltd |
2020 Q3 - NEW HOLDINGS
|
4/10/2024 |
20
|
$36 M
|
| Fulton Bank, N.A. |
2024 Q1
|
4/10/2024 |
1,032
|
$2.4 B
|
| Czech National Bank |
2024 Q1
|
4/10/2024 |
503
|
$7.8 B
|
| Polianta Ltd |
2024 Q1
|
4/10/2024 |
73
|
$210 k
|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2023 Q4
|
4/10/2024 |
31
|
$440 M
|
| STABLEFORD CAPITAL II LLC |
2024 Q1
|
4/9/2024 |
126
|
$250 M
|
| MADDEN SECURITIES Corp |
2024 Q1
|
4/9/2024 |
96
|
$220 M
|
| BKA Wealth Consulting, Inc. |
2024 Q1
|
4/9/2024 |
58
|
$77 M
|
| Melia Wealth LLC |
2024 Q1
|
4/9/2024 |
18
|
$180 M
|
| Hoffman, Alan N Investment Management |
2024 Q1
|
4/9/2024 |
14
|
$180 M
|
| Green Alpha Advisors, LLC |
2024 Q1
|
4/9/2024 |
142
|
$140 M
|
| EWG Elevate Inc. |
2024 Q1
|
4/9/2024 |
125
|
$260 M
|
| Perpetual Ltd |
2024 Q1
|
4/9/2024 |
652
|
$10 B
|
| Safeguard Financial, LLC |
2024 Q1
|
4/9/2024 |
81
|
$310 M
|
| Signal Advisors Wealth, LLC |
2024 Q1
|
4/9/2024 |
293
|
$400 M
|
| Clearview Wealth Advisors LLC |
2024 Q1
|
4/9/2024 |
104
|
$98 M
|
| ACT WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/9/2024 |
44
|
$200 M
|
| RVW Wealth, LLC |
2024 Q1
|
4/8/2024 |
144
|
$970 M
|
| Welch Group, LLC |
2024 Q1
|
4/9/2024 |
234
|
$2.0 B
|
| Ellenbecker Investment Group |
2024 Q1
|
4/9/2024 |
105
|
$480 M
|
| Richard P Slaughter Associates Inc |
2024 Q1
|
4/9/2024 |
147
|
$420 M
|
| Halpern Financial, Inc. |
2024 Q1
|
4/9/2024 |
210
|
$340 M
|
| Cardinal Capital Management, Inc. |
2024 Q1
|
4/9/2024 |
54
|
$2.3 B
|
| Montecito Bank & Trust |
2024 Q1
|
4/9/2024 |
419
|
$500 M
|
| Nalls Sherbakoff Group, LLC |
2023 Q4
|
4/9/2024 |
460
|
$110 M
|
| FARMERS TRUST CO |
2024 Q1
|
4/9/2024 |
177
|
$500 M
|
| MASSMUTUAL TRUST CO FSB/ADV |
2024 Q1
|
4/9/2024 |
2,077
|
$3.2 B
|
| Rise Advisors, LLC |
2024 Q1
|
4/9/2024 |
1,265
|
$190 M
|
| ABNER HERRMAN & BROCK LLC |
2024 Q1
|
4/9/2024 |
90
|
$800 k
|
| New Hampshire Trust |
2024 Q1
|
4/9/2024 |
295
|
$430 M
|
| Destiny Wealth Partners, LLC |
2024 Q1
|
4/9/2024 |
157
|
$560 M
|
| Foster Group, Inc. |
2024 Q1
|
4/9/2024 |
198
|
$2.0 B
|
| American Capital Advisory, LLC |
2023 Q4
|
4/9/2024 |
439
|
$140 M
|
| Monterey Private Wealth, Inc. |
2024 Q1
|
4/9/2024 |
112
|
$250 M
|
| WOODSTOCK CORP |
2024 Q1
|
4/9/2024 |
165
|
$970 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2024 Q1
|
4/9/2024 |
176
|
$310 M
|
| Osher Van de Voorde Investment Management |
2024 Q1
|
4/9/2024 |
35
|
$430 M
|
| LYNCH & ASSOCIATES/IN |
2024 Q1
|
4/9/2024 |
121
|
$430 M
|
| Alaska Permanent Fund Corp |
2024 Q1
|
4/9/2024 |
805
|
$6.8 B
|
| Northwest Capital Management Inc |
2024 Q1
|
4/9/2024 |
557
|
$310 M
|
| Lane & Associates LLC |
2023 Q4
|
4/9/2024 |
102
|
$140 M
|
| DLK Investment Management, LLC |
2023 Q4
|
4/9/2024 |
106
|
$220 M
|
| Adams Asset Advisors, LLC |
2024 Q1
|
4/9/2024 |
77
|
$770 M
|
| ADIRONDACK TRUST CO |
2024 Q1
|
4/9/2024 |
588
|
$240 M
|
| Renaissance Capital LLC |
2024 Q1
|
4/9/2024 |
53
|
$190 M
|
| Curbstone Financial Management Corp |
2024 Q1
|
4/9/2024 |
188
|
$460 M
|
| Morningstar Investment Management LLC |
2023 Q3 - NEW HOLDINGS
|
4/9/2024 |
1
|
$1.5 M
|
| New Capital Management LP |
2024 Q1
|
4/9/2024 |
57
|
$330 M
|
| Morningstar Investment Management LLC |
2023 Q3 - RESTATEMENT
|
4/9/2024 |
164
|
$730 M
|
| Prysm Capital, L.P. |
2024 Q1
|
4/9/2024 |
1
|
$8.4 M
|
| Morningstar Investment Management LLC |
2023 Q2 - NEW HOLDINGS
|
4/9/2024 |
2
|
$16 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2024 Q1
|
4/9/2024 |
368
|
$4.9 B
|
| Morningstar Investment Management LLC |
2023 Q2 - RESTATEMENT
|
4/9/2024 |
172
|
$740 M
|
| Morningstar Investment Management LLC |
2023 Q1 - NEW HOLDINGS
|
4/9/2024 |
7
|
$7.5 M
|
| RPOA Advisors, Inc. |
2023 Q4
|
4/9/2024 |
8
|
$3.3 B
|