| Covea Finance |
2024 Q1
|
4/19/2024 |
106
|
$2.1 B
|
| Ipswich Investment Management Co., Inc. |
2024 Q1
|
4/19/2024 |
196
|
$430 M
|
| Epic Trust Investment Advisors, LLC |
2024 Q1
|
4/19/2024 |
108
|
$81 M
|
| Apexium Financial, LP |
2024 Q1
|
4/19/2024 |
226
|
$1.3 B
|
| Copeland Capital Management, LLC |
2024 Q1
|
4/19/2024 |
448
|
$5.5 B
|
| Valeo Financial Advisors, LLC |
2024 Q1
|
4/19/2024 |
689
|
$2.9 B
|
| Evolution Wealth Advisors, LLC |
2024 Q1
|
4/19/2024 |
135
|
$520 M
|
| Quaero Capital S.A. |
2024 Q1
|
4/19/2024 |
47
|
$64 M
|
| Cutler Group LLC / CA |
2024 Q1
|
4/19/2024 |
2,928
|
$310 M
|
| NatWest Group plc |
2024 Q1
|
4/19/2024 |
64
|
$260 M
|
| Realta Investment Advisors |
2024 Q1
|
4/19/2024 |
800
|
$490 M
|
| Handelsinvest Investeringsforvaltning |
2024 Q1
|
4/19/2024 |
317
|
$210 M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2024 Q1
|
4/19/2024 |
301
|
$860 M
|
| Sumitomo Mitsui Trust Holdings, Inc. |
2024 Q1
|
4/19/2024 |
1,140
|
$150 B
|
| Tradewinds Capital Management, LLC |
2024 Q1
|
4/18/2024 |
554
|
$360 M
|
| Hedeker Wealth, LLC |
2024 Q1
|
4/18/2024 |
89
|
$350 M
|
| Mosaic Advisors LLC |
2024 Q1
|
4/18/2024 |
16
|
$120 M
|
| WFA Asset Management Corp |
2024 Q1
|
4/18/2024 |
236
|
$190 M
|
| JBR Co Financial Management Inc |
2023 Q4
|
4/18/2024 |
89
|
$110 M
|
| Monument Capital Management |
2024 Q1
|
4/18/2024 |
187
|
$350 M
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
0
|
$0
|
| Sivia Capital Partners, LLC |
2024 Q1
|
4/18/2024 |
189
|
$150 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2024 Q1
|
4/18/2024 |
21
|
$57 M
|
| Sloy Dahl & Holst, LLC |
2024 Q1
|
4/18/2024 |
0
|
$0
|
| CARRET ASSET MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
279
|
$850 M
|
| Riverwater Partners LLC |
2024 Q1
|
4/18/2024 |
187
|
$140 M
|
| Altiora Financial Group, LLC |
2024 Q1
|
4/18/2024 |
82
|
$370 M
|
| Maple-Brown Abbott Ltd |
2024 Q1
|
4/18/2024 |
13
|
$970 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2024 Q1
|
4/18/2024 |
171
|
$1.0 B
|
| Iyo Bank, Ltd. |
2024 Q1
|
4/18/2024 |
34
|
$250 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
114
|
$160 M
|
| tru Independence LLC |
2024 Q1
|
4/18/2024 |
108
|
$340 M
|
| CAPSTONE CAPITAL LLC |
2024 Q1
|
4/18/2024 |
21
|
$120 M
|
| Spectrum Wealth Advisory Group, LLC |
2024 Q1
|
4/18/2024 |
31
|
$87 M
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2024 Q1
|
4/18/2024 |
94
|
$390 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2024 Q1
|
4/18/2024 |
1,740
|
$3.0 B
|
| CULLINAN ASSOCIATES INC |
2024 Q1
|
4/18/2024 |
241
|
$1.8 B
|
| AMERICAN ASSET MANAGEMENT INC. |
2024 Q1
|
4/18/2024 |
9
|
$67 M
|
| Exchange Capital Management, Inc. |
2024 Q1
|
4/18/2024 |
188
|
$610 M
|
| Synergy Asset Management, LLC |
2024 Q1
|
4/18/2024 |
128
|
$590 M
|
| Narus Financial Partners, LLC |
2024 Q1
|
4/18/2024 |
142
|
$230 M
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
26
|
$270 M
|
| Westhampton Capital, LLC |
2024 Q1
|
4/18/2024 |
118
|
$180 M
|
| Eagle Capital Management, LLC |
2024 Q1
|
4/18/2024 |
40
|
$220 M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2024 Q1
|
4/18/2024 |
769
|
$11 B
|
| Tributary Capital Management, LLC |
2024 Q1
|
4/18/2024 |
213
|
$1.2 B
|
| Stordahl Capital Management, Inc. |
2024 Q1
|
4/18/2024 |
57
|
$400 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2024 Q1
|
4/18/2024 |
118
|
$250 M
|
| STEWART & PATTEN CO LLC |
2024 Q1
|
4/18/2024 |
124
|
$670 M
|
| Steele Capital Management, Inc. |
2024 Q1
|
4/18/2024 |
177
|
$1.7 B
|
| WESPAC Advisors SoCal, LLC |
2024 Q1
|
4/18/2024 |
91
|
$380 M
|
| Bridgewealth Advisory Group, LLC |
2024 Q1
|
4/18/2024 |
80
|
$200 M
|
| AlphaMark Advisors, LLC |
2024 Q1
|
4/18/2024 |
742
|
$280 M
|
| Fidato Wealth LLC |
2024 Q1
|
4/18/2024 |
10
|
$110 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2024 Q1
|
4/18/2024 |
113
|
$140 M
|
| Main Line Retirement Advisors, LLC |
2024 Q1
|
4/18/2024 |
36
|
$130 M
|
| Edmonds Duncan Registered Investment Advisors, LLC |
2024 Q1
|
4/18/2024 |
137
|
$400 M
|
| Raub Brock Capital Management LP |
2024 Q1
|
4/18/2024 |
40
|
$470 M
|
| Allspring Global Investments Holdings, LLC |
2024 Q1
|
4/18/2024 |
3,724
|
$64 B
|
| Sharkey, Howes & Javer |
2024 Q1
|
4/18/2024 |
122
|
$610 M
|
| Dash Acquisitions Inc. |
2024 Q1
|
4/18/2024 |
52
|
$320 M
|
| Capital Advisors, Ltd. LLC |
2024 Q1
|
4/18/2024 |
1,548
|
$770 M
|
| TOEWS CORP /ADV |
2024 Q1
|
4/18/2024 |
17
|
$570 M
|
| Applied Capital LLC/FL |
2024 Q1
|
4/18/2024 |
83
|
$120 M
|
| WOODMONT INVESTMENT COUNSEL LLC |
2024 Q1
|
4/18/2024 |
366
|
$1.2 B
|
| Financial Strategies Group, Inc. |
2024 Q1
|
4/18/2024 |
80
|
$370 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2024 Q1
|
4/18/2024 |
300
|
$400 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2024 Q1
|
4/18/2024 |
80
|
$350 M
|
| Financial Security Advisor, Inc. |
2024 Q1
|
4/18/2024 |
112
|
$290 M
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2024 Q1
|
4/18/2024 |
955
|
$19 B
|
| Eagle Ridge Investment Management |
2024 Q1
|
4/18/2024 |
148
|
$1.1 B
|
| Buffington Mohr McNeal |
2024 Q1
|
4/18/2024 |
129
|
$550 M
|
| Penbrook Management LLC |
2024 Q1
|
4/18/2024 |
102
|
$160 M
|
| MV CAPITAL MANAGEMENT, INC. |
2024 Q1
|
4/18/2024 |
861
|
$870 M
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
2024 Q1
|
4/18/2024 |
175
|
$2.8 B
|
| InTrack Investment Management Inc |
2024 Q1
|
4/18/2024 |
133
|
$130 M
|
| Nationwide Fund Advisors |
2024 Q1
|
4/18/2024 |
5
|
$920 M
|
| Dixon Mitchell Investment Counsel Inc. |
2024 Q1
|
4/18/2024 |
184
|
$2.0 B
|
| Refined Wealth Management |
2024 Q1
|
4/18/2024 |
29
|
$140 M
|
| Nvest Financial, LLC |
2024 Q1
|
4/18/2024 |
80
|
$150 M
|
| West Oak Capital, LLC |
2024 Q1
|
4/18/2024 |
318
|
$240 M
|
| Measured Wealth Private Client Group, LLC |
2024 Q1
|
4/18/2024 |
185
|
$290 M
|
| CAP Partners, LLC |
2024 Q1
|
4/18/2024 |
120
|
$110 M
|
| Shira Ridge Wealth Management |
2024 Q1
|
4/18/2024 |
73
|
$170 M
|
| Verum Partners LLC |
2024 Q1
|
4/18/2024 |
156
|
$280 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2024 Q1
|
4/18/2024 |
27
|
$150 M
|
| Total Wealth Planning, LLC |
2024 Q1
|
4/18/2024 |
91
|
$580 M
|
| Integrity Wealth Solutions LLC |
2024 Q1
|
4/18/2024 |
97
|
$150 M
|
| Tower Wealth Partners, Inc. |
2024 Q1
|
4/18/2024 |
58
|
$150 M
|
| PLIMOTH TRUST CO LLC |
2024 Q1
|
4/18/2024 |
300
|
$380 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2024 Q1
|
4/18/2024 |
242
|
$200 M
|
| Summit Investment Advisory Services, LLC |
2024 Q1
|
4/18/2024 |
68
|
$170 M
|
| MBM Wealth Consultants, LLC |
2024 Q1
|
4/18/2024 |
105
|
$280 M
|
| SeaCrest Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
603
|
$820 M
|
| SAXON INTERESTS, INC. |
2024 Q1
|
4/18/2024 |
189
|
$210 M
|
| Helikon Investments Ltd |
2024 Q1
|
4/18/2024 |
17
|
$1.2 B
|
| Requisite Capital Management, LLC |
2024 Q1
|
4/18/2024 |
81
|
$460 M
|
| WASATCH ADVISORS LP |
2024 Q1
|
4/18/2024 |
247
|
$19 B
|
| Compton Financial Group, LLC |
2024 Q1
|
4/18/2024 |
33
|
$300 M
|
| Oxinas Partners Wealth Management LLC |
2024 Q1
|
4/18/2024 |
128
|
$150 M
|