| Windsor Capital Management, LLC |
2024 Q2
|
7/26/2024 |
112
|
$320 M
|
| Main Line Retirement Advisors, LLC |
2024 Q2
|
7/26/2024 |
35
|
$130 M
|
| Syntegra Private Wealth Group, LLC |
2024 Q2
|
7/26/2024 |
148
|
$790 M
|
| GFS Advisors, LLC |
2024 Q2
|
7/26/2024 |
201
|
$620 M
|
| OmniStar Financial Group, Inc. |
2024 Q2
|
7/26/2024 |
117
|
$110 M
|
| NIXON PEABODY TRUST CO |
2024 Q2
|
7/26/2024 |
128
|
$1.1 B
|
| CAMBIAR INVESTORS LLC |
2024 Q2
|
7/26/2024 |
145
|
$2.6 B
|
| SSI INVESTMENT MANAGEMENT LLC |
2024 Q2
|
7/26/2024 |
536
|
$1.3 B
|
| Bull Street Advisors, LLC |
2024 Q2
|
7/26/2024 |
91
|
$210 M
|
| Copeland Capital Management, LLC |
2024 Q2
|
7/26/2024 |
322
|
$5.3 B
|
| Fountainhead AM, LLC |
2024 Q2
|
7/26/2024 |
142
|
$420 M
|
| Richwood Investment Advisors, LLC |
2024 Q2
|
7/26/2024 |
100
|
$110 M
|
| Mendel Capital Management LLC |
2024 Q2
|
7/26/2024 |
99
|
$150 M
|
| FengHe Fund Management Pte. Ltd. |
2024 Q2
|
7/26/2024 |
22
|
$720 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2024 Q2
|
7/26/2024 |
559
|
$2.1 B
|
| Rosenbaum Jay D. |
2024 Q2
|
7/26/2024 |
30
|
$18 M
|
| AlphaStar Capital Management, LLC |
2024 Q2
|
7/26/2024 |
309
|
$1.1 B
|
| Access Investment Management LLC |
2024 Q2
|
7/26/2024 |
103
|
$310 M
|
| Solstein Capital, LLC |
2024 Q2
|
7/26/2024 |
316
|
$150 M
|
| GAM Holding AG |
2024 Q2
|
7/26/2024 |
199
|
$1.3 B
|
| DEARBORN PARTNERS LLC |
2024 Q2
|
7/26/2024 |
273
|
$2.3 B
|
| Independent Order of Foresters |
2024 Q2
|
7/26/2024 |
15
|
$160 M
|
| Sequent Asset Management, LLC |
2024 Q2
|
7/26/2024 |
92
|
$200 M
|
| Saxony Capital Management, LLC |
2024 Q2
|
7/26/2024 |
124
|
$91 M
|
| Legato Capital Management LLC |
2024 Q2
|
7/26/2024 |
559
|
$740 M
|
| Granite Harbor Advisors, Inc. |
2024 Q2
|
7/26/2024 |
81
|
$160 M
|
| Atlantic Edge Private Wealth Management, LLC |
2024 Q2
|
7/26/2024 |
486
|
$300 M
|
| SUMMIT SECURITIES GROUP LLC |
2024 Q2
|
7/26/2024 |
624
|
$530 M
|
| Aspen Investment Management Inc |
2024 Q2
|
7/26/2024 |
148
|
$200 M
|
| TOWERVIEW LLC |
2024 Q2
|
7/26/2024 |
26
|
$150 M
|
| RiverPark Advisors, LLC |
2024 Q2
|
7/26/2024 |
157
|
$120 M
|
| RIVERPARK CAPITAL MANAGEMENT LLC |
2024 Q2
|
7/26/2024 |
40
|
$75 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2024 Q2
|
7/26/2024 |
71
|
$72 M
|
| Skylands Capital, LLC |
2024 Q2
|
7/26/2024 |
156
|
$710 M
|
| ARK Investment Management LLC |
2024 Q2
|
7/26/2024 |
190
|
$11 B
|
| Integrity Wealth Solutions LLC |
2024 Q2
|
7/26/2024 |
89
|
$150 M
|
| Atomi Financial Group, Inc. |
2024 Q2
|
7/26/2024 |
795
|
$1.4 B
|
| Evensky & Katz LLC |
2024 Q2
|
7/26/2024 |
85
|
$1.4 B
|
| Schaeffer Financial LLC |
2024 Q2
|
7/26/2024 |
16
|
$92 M
|
| Wealth Advisory Solutions, LLC |
2024 Q2
|
7/26/2024 |
124
|
$370 M
|
| Crew Capital Management, Ltd. |
2024 Q2
|
7/26/2024 |
114
|
$120 M
|
| Cambridge Investment Research Advisors, Inc. |
2024 Q2
|
7/26/2024 |
3,309
|
$27 B
|
| AustralianSuper Pty Ltd |
2024 Q2
|
7/26/2024 |
236
|
$17 B
|
| INSTRUMENTAL WEALTH, LLC |
2024 Q2
|
7/26/2024 |
45
|
$97 M
|
| TRUST CO OF VIRGINIA /VA |
2024 Q2
|
7/26/2024 |
367
|
$1.0 B
|
| First Command Advisory Services, Inc. |
2024 Q2
|
7/26/2024 |
514
|
$9.6 B
|
| Liontrust Investment Partners LLP |
2024 Q2
|
7/26/2024 |
223
|
$7.0 B
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2024 Q2
|
7/26/2024 |
103
|
$190 M
|
| Allspring Global Investments Holdings, LLC |
2024 Q2
|
7/26/2024 |
3,969
|
$61 B
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2024 Q2
|
7/26/2024 |
950
|
$19 B
|
| Cryder Capital Partners LLP |
2024 Q2
|
7/26/2024 |
9
|
$1.6 B
|
| Railway Pension Investments Ltd |
2024 Q2
|
7/26/2024 |
219
|
$8.4 B
|
| Latitude Advisors, LLC |
2024 Q2
|
7/25/2024 |
178
|
$160 M
|
| Yong Rong (HK) Asset Management Ltd |
2024 Q2
|
7/25/2024 |
17
|
$290 M
|
| Gold Investment Management Ltd. |
2024 Q2
|
7/25/2024 |
215
|
$240 M
|
| Cordant, Inc. |
2024 Q2
|
7/25/2024 |
70
|
$180 M
|
| Schoolcraft Capital LLC |
2024 Q2
|
7/25/2024 |
66
|
$470 M
|
| My Personal CFO, LLC |
2024 Q2
|
7/25/2024 |
101
|
$190 M
|
| PIONEER TRUST BANK N A/OR |
2024 Q2
|
7/25/2024 |
125
|
$370 M
|
| SHAKER INVESTMENTS LLC/OH |
2024 Q2
|
7/25/2024 |
88
|
$230 M
|
| Cohen Investment Advisors LLC |
2024 Q2
|
7/25/2024 |
76
|
$120 M
|
| Callan Family Office, LLC |
2024 Q2
|
7/25/2024 |
153
|
$520 M
|
| TKG Advisors, LLC |
2024 Q2
|
7/25/2024 |
95
|
$180 M
|
| DAVIS-REA LTD. |
2024 Q2
|
7/25/2024 |
34
|
$200 M
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2024 Q2
|
7/25/2024 |
809
|
$4.0 B
|
| Tanglewood Wealth Management, Inc. |
2024 Q2
|
7/25/2024 |
30
|
$800 M
|
| Azarias Capital Management, L.P. |
2024 Q2
|
7/25/2024 |
21
|
$220 M
|
| Calamos Advisors LLC |
2024 Q2
|
7/25/2024 |
1,087
|
$23 B
|
| Aljian Capital Management, LLC |
2024 Q2
|
7/25/2024 |
36
|
$300 M
|
| LINCOLN NATIONAL CORP |
2024 Q2
|
7/25/2024 |
23
|
$3.0 B
|
| AMG National Trust Bank |
2024 Q2
|
7/25/2024 |
616
|
$3.7 B
|
| Mokosak Advisory Group, LLC |
2024 Q2
|
7/25/2024 |
29
|
$300 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2024 Q2
|
7/25/2024 |
131
|
$280 M
|
| SIGMA INVESTMENT COUNSELORS INC |
2024 Q2
|
7/25/2024 |
191
|
$1.6 B
|
| Brown Financial Advisory |
2024 Q2
|
7/25/2024 |
32
|
$130 M
|
| Courage Miller Partners, LLC |
2024 Q2
|
7/25/2024 |
78
|
$280 M
|
| EQ LLC |
2024 Q2
|
7/25/2024 |
52
|
$170 M
|
| Tempus Wealth Planning, LLC |
2024 Q2
|
7/25/2024 |
206
|
$240 M
|
| Gratus Capital, LLC |
2024 Q2
|
7/25/2024 |
376
|
$2.5 B
|
| Overbrook Management Corp |
2024 Q2
|
7/25/2024 |
57
|
$400 M
|
| Adaptive Financial Consulting, LLC |
2024 Q2
|
7/25/2024 |
19
|
$230 M
|
| SimpliFi, Inc. |
2024 Q2
|
7/25/2024 |
41
|
$220 M
|
| POM Investment Strategies, LLC |
2024 Q2
|
7/25/2024 |
324
|
$130 M
|
| Calamos Wealth Management LLC |
2024 Q2
|
7/25/2024 |
312
|
$1.9 B
|
| AMI INVESTMENT MANAGEMENT INC |
2024 Q2
|
7/25/2024 |
69
|
$290 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
2024 Q2
|
7/25/2024 |
35
|
$1.5 B
|
| Dodds Wealth, LLC |
2024 Q2
|
7/25/2024 |
56
|
$260 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2024 Q2
|
7/25/2024 |
97
|
$220 M
|
| Heritage Wealth Management, Inc. /CA/ |
2024 Q2
|
7/25/2024 |
120
|
$140 M
|
| Independence Bank of Kentucky |
2024 Q2
|
7/25/2024 |
539
|
$380 M
|
| KEB ASSET MANAGEMENT, LLC |
2024 Q2
|
7/25/2024 |
70
|
$300 M
|
| Optas, LLC |
2024 Q2
|
7/25/2024 |
639
|
$390 M
|
| SOUNDMARK WEALTH MANAGEMENT, LLC |
2024 Q2
|
7/25/2024 |
1
|
$0
|
| Wade Financial Advisory, Inc |
2024 Q2
|
7/25/2024 |
81
|
$280 M
|
| Bryant Woods Investment Advisors, LLC |
2024 Q2
|
7/25/2024 |
42
|
$140 M
|
| WT Asset Management Ltd |
2024 Q2
|
7/25/2024 |
26
|
$1.0 B
|
| Aries Wealth Management |
2024 Q2
|
7/25/2024 |
206
|
$320 M
|
| Forbes Financial Planning, Inc. |
2024 Q2
|
7/25/2024 |
30
|
$130 M
|
| Clear Creek Financial Management, LLC |
2024 Q2
|
7/25/2024 |
446
|
$830 M
|
| David Kennon Inc |
2024 Q2
|
7/25/2024 |
34
|
$240 M
|