| Veery Capital, LLC |
2024 Q1
|
4/19/2024 |
96
|
$240 M
|
| GenTrust, LLC |
2024 Q1
|
4/19/2024 |
139
|
$1.6 B
|
| Teamwork Financial Advisors, LLC |
2024 Q1
|
4/19/2024 |
182
|
$650 M
|
| CONTINENTAL GENERAL INSURANCE CO |
2022 Q4
|
4/19/2024 |
8
|
$150 M
|
| Veracity Capital LLC |
2024 Q1
|
4/19/2024 |
206
|
$260 M
|
| Whelan Financial |
2024 Q1
|
4/19/2024 |
42
|
$220 M
|
| Willis Johnson & Associates, Inc. |
2024 Q1
|
4/19/2024 |
160
|
$1.2 B
|
| Marshall Financial Group LLC |
2024 Q1
|
4/19/2024 |
173
|
$350 M
|
| AMERICAN NATIONAL BANK & TRUST CO /VA/ |
2024 Q1
|
4/19/2024 |
192
|
$420 M
|
| Level Financial Advisors |
2024 Q1
|
4/19/2024 |
72
|
$220 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2024 Q1
|
4/19/2024 |
47
|
$900 M
|
| Greenfield FTC, Inc. |
2024 Q1
|
4/19/2024 |
4
|
$460 M
|
| United Capital Management of KS, Inc. |
2024 Q1
|
4/19/2024 |
80
|
$440 M
|
| Red Tortoise LLC |
2024 Q1
|
4/19/2024 |
607
|
$180 M
|
| Wallington Asset Management, LLC |
2024 Q1
|
4/19/2024 |
84
|
$640 M
|
| True Link Financial Advisors, LLC |
2024 Q1
|
4/19/2024 |
63
|
$1.0 B
|
| Community Bank & Trust, Waco, Texas |
2024 Q1
|
4/19/2024 |
142
|
$410 M
|
| ARVEST INVESTMENTS, INC. |
2024 Q1
|
4/19/2024 |
156
|
$630 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/19/2024 |
112
|
$510 M
|
| Wiser Wealth Management, Inc |
2024 Q1
|
4/19/2024 |
31
|
$300 M
|
| Meadow Creek Wealth Advisors LLC |
2024 Q1
|
4/19/2024 |
130
|
$140 M
|
| HBW ADVISORY SERVICES LLC |
2024 Q1
|
4/19/2024 |
304
|
$530 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2024 Q1
|
4/19/2024 |
66
|
$3.0 B
|
| Westside Investment Management, Inc. |
2024 Q1
|
4/19/2024 |
1,138
|
$420 M
|
| NORDEN GROUP LLC |
2024 Q1
|
4/19/2024 |
792
|
$9.0 B
|
| SANDER CAPITAL ADVISORS INC |
2024 Q1
|
4/19/2024 |
16
|
$210 M
|
| Madrona Financial Services, LLC |
2024 Q1
|
4/19/2024 |
99
|
$290 M
|
| Hudson Capital Management LLC |
2024 Q1
|
4/19/2024 |
63
|
$290 M
|
| Brickley Wealth Management |
2024 Q1
|
4/19/2024 |
45
|
$440 M
|
| Abundance Wealth Counselors |
2024 Q1
|
4/19/2024 |
137
|
$430 M
|
| DB Fitzpatrick & Co, Inc |
2024 Q1
|
4/19/2024 |
87
|
$110 M
|
| Pachira Investments Inc. |
2024 Q1
|
4/19/2024 |
44
|
$120 M
|
| Arcus Capital Partners, LLC |
2024 Q1
|
4/19/2024 |
110
|
$320 M
|
| Echo Street Capital Management LLC |
2024 Q1
|
4/19/2024 |
1
|
$0
|
| Taylor Frigon Capital Management LLC |
2024 Q1
|
4/19/2024 |
85
|
$210 M
|
| DMC Group, LLC |
2024 Q1
|
4/19/2024 |
123
|
$120 M
|
| DENALI ADVISORS LLC |
2024 Q1
|
4/19/2024 |
450
|
$340 M
|
| Mesirow Financial Investment Management, Inc. |
2024 Q1
|
4/19/2024 |
69
|
$20 M
|
| Maryland State Retirement & Pension System |
2024 Q1
|
4/19/2024 |
1,535
|
$5.0 B
|
| Kesler, Norman & Wride, LLC |
2024 Q1
|
4/19/2024 |
153
|
$470 M
|
| BetterWealth, LLC |
2024 Q1
|
4/19/2024 |
63
|
$310 M
|
| Cohen Investment Advisors LLC |
2024 Q1
|
4/19/2024 |
77
|
$150 M
|
| KWB Wealth |
2024 Q1
|
4/19/2024 |
129
|
$740 M
|
| Azarias Capital Management, L.P. |
2024 Q1
|
4/19/2024 |
23
|
$240 M
|
| FORVIS Wealth Advisors, LLC |
2024 Q1
|
4/19/2024 |
393
|
$3.9 B
|
| Mezzasalma Advisors, LLC |
2024 Q1
|
4/19/2024 |
101
|
$210 M
|
| Dean, Jacobson Financial Services, LLC |
2024 Q1
|
4/19/2024 |
13
|
$120 M
|
| Leeward Investments, LLC - MA |
2024 Q1
|
4/19/2024 |
146
|
$2.3 B
|
| Navigation Wealth Management, Inc. |
2024 Q1
|
4/19/2024 |
2
|
$250 k
|
| HORIZON BANCORP INC /IN/ |
2024 Q1 - RESTATEMENT
|
4/19/2024 |
242
|
$210 M
|
| EVERETT HARRIS & CO /CA/ |
2024 Q1
|
4/19/2024 |
268
|
$7.5 B
|
| Cornerstone Wealth Management, LLC |
2024 Q1
|
4/19/2024 |
535
|
$1.2 B
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/19/2024 |
21
|
$190 M
|
| Advisor Resource Council |
2024 Q1
|
4/19/2024 |
236
|
$240 M
|
| Kovack Advisors, Inc. |
2024 Q1
|
4/19/2024 |
472
|
$830 M
|
| Massachusetts Wealth Management |
2024 Q1
|
4/19/2024 |
91
|
$140 M
|
| Mainsail Financial Group, LLC |
2024 Q1
|
4/19/2024 |
53
|
$150 M
|
| PCG Wealth Advisors, LLC |
2024 Q1
|
4/19/2024 |
112
|
$210 M
|
| Financial Sense Advisors, Inc. |
2024 Q1
|
4/19/2024 |
117
|
$300 M
|
| Dupree Financial Group, LLC |
2024 Q1
|
4/19/2024 |
61
|
$220 M
|
| Fluent Financial, LLC |
2024 Q1
|
4/19/2024 |
85
|
$180 M
|
| ALBION FINANCIAL GROUP /UT |
2024 Q1
|
4/19/2024 |
503
|
$1.3 B
|
| Olstein Capital Management, L.P. |
2024 Q1
|
4/19/2024 |
98
|
$610 M
|
| JABODON PT CO |
2024 Q1
|
4/19/2024 |
4
|
$140 M
|
| DUDLEY & SHANLEY, INC. |
2024 Q1
|
4/19/2024 |
37
|
$590 M
|
| Marest Capital, LLC |
2024 Q1
|
4/19/2024 |
25
|
$110 M
|
| CALDWELL SUTTER CAPITAL, INC. |
2024 Q1
|
4/19/2024 |
923
|
$210 M
|
| AWM CAPITAL, LLC |
2024 Q1
|
4/19/2024 |
82
|
$600 M
|
| Yoder Wealth Management, Inc. |
2024 Q1
|
4/19/2024 |
108
|
$150 M
|
| Graphene Investments SAS |
2024 Q1
|
4/19/2024 |
45
|
$170 M
|
| E&G Advisors, LP |
2024 Q1
|
4/19/2024 |
201
|
$320 M
|
| BluePath Capital Management, LLC |
2024 Q1
|
4/19/2024 |
148
|
$130 M
|
| REDMONT WEALTH ADVISORS LLC |
2024 Q1
|
4/19/2024 |
322
|
$72 M
|
| Leeward Financial Partners, LLC |
2024 Q1
|
4/19/2024 |
92
|
$240 M
|
| Svenska Handelsbanken AB (publ) |
2024 Q1
|
4/19/2024 |
14
|
$320 M
|
| State of Alaska, Department of Revenue |
2024 Q1
|
4/19/2024 |
2,397
|
$8.8 B
|
| Santori & Peters, Inc. |
2024 Q1
|
4/19/2024 |
60
|
$230 M
|
| KFG WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/19/2024 |
156
|
$240 M
|
| Northland Capital Management LLC |
2024 Q1
|
4/19/2024 |
31
|
$140 M
|
| LAKE STREET PRIVATE WEALTH, LLC |
2024 Q1
|
4/19/2024 |
315
|
$720 M
|
| VALLEY NATIONAL ADVISERS INC |
2024 Q1
|
4/19/2024 |
1,306
|
$660 M
|
| TRUST CO OF OKLAHOMA |
2024 Q1
|
4/19/2024 |
180
|
$280 M
|
| JTC Employer Solutions Trustee Ltd |
2024 Q1
|
4/19/2024 |
343
|
$1.6 B
|
| TCP Asset Management, LLC |
2024 Q1
|
4/19/2024 |
80
|
$380 M
|
| Platt Investment Counsel, LLC |
2024 Q1
|
4/19/2024 |
10
|
$100 M
|
| OMNI 360 Wealth, Inc. |
2024 Q1
|
4/19/2024 |
109
|
$120 M
|
| Lifestyle Asset Management, Inc. |
2024 Q1
|
4/19/2024 |
104
|
$170 M
|
| IVC Wealth Advisors LLC |
2024 Q1
|
4/19/2024 |
163
|
$170 M
|
| Fortress Wealth Management, Inc. |
2024 Q1
|
4/19/2024 |
67
|
$190 M
|
| Eaton Financial Holdings Company, LLC |
2024 Q1
|
4/19/2024 |
60
|
$190 M
|
| Donald L. Hagan, LLC |
2024 Q1
|
4/19/2024 |
102
|
$190 M
|
| TRUST POINT INC. |
2024 Q1
|
4/19/2024 |
647
|
$1.3 B
|
| MENLO ADVISORS LLC |
2024 Q1
|
4/19/2024 |
29
|
$170 M
|
| CPR Investments Inc. |
2024 Q1
|
4/19/2024 |
48
|
$130 M
|
| Client First Investment Management LLC |
2024 Q1
|
4/19/2024 |
22
|
$130 M
|
| Capstone Triton Financial Group, LLC |
2024 Q1
|
4/19/2024 |
99
|
$140 M
|
| HORIZON BANCORP INC /IN/ |
2024 Q1
|
4/19/2024 |
242
|
$210 M
|
| Wealthfront Advisers LLC |
2024 Q1
|
4/19/2024 |
866
|
$29 B
|
| SIMON QUICK ADVISORS, LLC |
2024 Q1
|
4/19/2024 |
419
|
$1.3 B
|
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2024 Q1
|
4/19/2024 |
83
|
$800 M
|