| Resolute Wealth Strategies, LLC |
2024 Q1
|
5/14/2024 |
94
|
$170 M
|
| Sandhill Capital Partners LLC |
2024 Q1
|
5/14/2024 |
91
|
$1.2 B
|
| One Wealth Management Investment & Advisory Services, LLC |
2024 Q1
|
5/14/2024 |
146
|
$240 M
|
| FourThought Financial Partners, LLC |
2024 Q1
|
5/14/2024 |
329
|
$870 M
|
| AnglePoint Asset Management Ltd |
2024 Q1
|
5/14/2024 |
18
|
$53 M
|
| Edge Capital Group, LLC |
2024 Q1
|
5/14/2024 |
320
|
$2.0 B
|
| CDAM (UK) Ltd |
2024 Q1
|
5/14/2024 |
11
|
$800 M
|
| Athos Capital Ltd |
2024 Q1
|
5/14/2024 |
43
|
$93 M
|
| NewEdge Advisors, LLC |
2024 Q1
|
5/14/2024 |
3,830
|
$11 B
|
| Red Wave Investments LLC |
2024 Q1
|
5/14/2024 |
108
|
$270 M
|
| Tejara Capital Ltd |
2024 Q1
|
5/14/2024 |
75
|
$270 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2024 Q1
|
5/14/2024 |
213
|
$1.6 B
|
| TSG Consumer Partners LP |
2024 Q1
|
5/14/2024 |
2
|
$1.6 B
|
| Bragg Financial Advisors, Inc |
2024 Q1
|
5/14/2024 |
320
|
$2.2 B
|
| SVB FINANCIAL GROUP |
2024 Q1
|
5/14/2024 |
14
|
$180 M
|
| Thrivent Financial for Lutherans |
2024 Q1
|
5/14/2024 |
4,308
|
$50 B
|
| Mizuho Bank, Ltd. |
2024 Q1
|
5/14/2024 |
6
|
$970 M
|
| AKO CAPITAL LLP |
2024 Q1
|
5/14/2024 |
27
|
$7.1 B
|
| SIT INVESTMENT ASSOCIATES INC |
2024 Q1
|
5/14/2024 |
523
|
$4.3 B
|
| Columbus Hill Capital Management, L.P. |
2024 Q1
|
5/14/2024 |
24
|
$460 M
|
| Grantham, Mayo, Van Otterloo & Co. LLC |
2024 Q1
|
5/14/2024 |
513
|
$28 B
|
| Harvest Fund Management Co., Ltd |
2024 Q1
|
5/14/2024 |
673
|
$1.1 B
|
| Prime Capital Management Co Ltd |
2024 Q1
|
5/14/2024 |
5
|
$620 M
|
| Fosun International Ltd |
2024 Q1
|
5/14/2024 |
58
|
$320 M
|
| CoreView Capital Management Ltd |
2024 Q1
|
5/14/2024 |
9
|
$720 M
|
| MIG Capital, LLC |
2024 Q1
|
5/14/2024 |
16
|
$720 M
|
| FIRST FINANCIAL BANKSHARES INC |
2024 Q1
|
5/14/2024 |
193
|
$4.4 B
|
| Kuvari Partners LLP |
2024 Q1
|
5/14/2024 |
1
|
$0
|
| ORIX Corp |
2024 Q1
|
5/14/2024 |
1
|
$440 M
|
| Silver Lake Group, L.L.C. |
2024 Q1
|
5/14/2024 |
15
|
$8.2 B
|
| PRUDENTIAL PLC |
2024 Q1
|
5/14/2024 |
832
|
$13 B
|
| Pinpoint Asset Management Ltd |
2024 Q1
|
5/14/2024 |
106
|
$620 M
|
| Maven Securities LTD |
2024 Q1
|
5/14/2024 |
358
|
$1.7 B
|
| Perseverance Asset Management International |
2024 Q1
|
5/14/2024 |
35
|
$550 M
|
| Dynamic Technology Lab Private Ltd |
2024 Q1
|
5/14/2024 |
1,001
|
$940 M
|
| Korea Investment CORP |
2024 Q1
|
5/14/2024 |
743
|
$39 B
|
| Segantii Capital Management Ltd |
2024 Q1
|
5/14/2024 |
100
|
$1.5 B
|
| Public Sector Pension Investment Board |
2024 Q1
|
5/14/2024 |
1,222
|
$14 B
|
| Rhenman & Partners Asset Management AB |
2024 Q1
|
5/14/2024 |
84
|
$1.1 B
|
| Nan Shan Life Insurance Co., Ltd. |
2024 Q1
|
5/14/2024 |
104
|
$4.3 B
|
| Dantai Capital Ltd |
2024 Q1
|
5/14/2024 |
37
|
$87 M
|
| Atika Capital Management LLC |
2024 Q1
|
5/14/2024 |
264
|
$1.0 B
|
| Oxbow Capital Management (HK) Ltd |
2024 Q1
|
5/14/2024 |
6
|
$250 M
|
| Wells Financial Advisors INC |
2024 Q1
|
5/13/2024 |
69
|
$150 M
|
| Vitruvian Partners LLP |
2024 Q1
|
5/13/2024 |
8
|
$320 M
|
| Gerber Kawasaki Wealth & Investment Management |
2024 Q1
|
5/13/2024 |
284
|
$1.9 B
|
| SPROTT INC. |
2024 Q1
|
5/14/2024 |
139
|
$1.4 B
|
| Ward Ferry Management (BVI) Ltd |
2024 Q1
|
5/13/2024 |
10
|
$710 M
|
| OVERSEA-CHINESE BANKING Corp Ltd |
2024 Q1
|
5/13/2024 |
564
|
$3.3 B
|
| Schreiber Kathleen |
2024 Q1
|
5/13/2024 |
1
|
$0
|
| SAX WEALTH ADVISORS, LLC |
2024 Q1
|
5/13/2024 |
190
|
$860 M
|
| Spotlight Asset Group, Inc. |
2024 Q1
|
5/13/2024 |
258
|
$140 M
|
| Portfolio Design Labs, LLC |
2024 Q1
|
5/13/2024 |
111
|
$300 M
|
| Magellan Asset Management Ltd |
2024 Q1
|
5/13/2024 |
155
|
$10 B
|
| SURIENCE PRIVATE WEALTH LLC |
2024 Q1
|
5/13/2024 |
30
|
$110 M
|
| National Pension Service |
2024 Q1
|
5/13/2024 |
539
|
$83 B
|
| Aldebaran Capital, LLC |
2024 Q1
|
5/13/2024 |
33
|
$110 M
|
| Portman Ltd |
2024 Q1
|
5/13/2024 |
6
|
$75 M
|
| Alpine Investment Management Ltd |
2024 Q1
|
5/13/2024 |
14
|
$870 M
|
| Charles-Lim Capital Ltd |
2024 Q1
|
5/13/2024 |
6
|
$300 M
|
| RETIREMENT CAPITAL STRATEGIES |
2024 Q1
|
5/13/2024 |
69
|
$240 M
|
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. |
2024 Q1
|
5/13/2024 |
39
|
$1.3 B
|
| Waterloo Capital, L.P. |
2024 Q1
|
5/13/2024 |
361
|
$780 M
|
| Denver PWM, LLC |
2024 Q1
|
5/13/2024 |
98
|
$260 M
|
| HCEP Management Ltd |
2024 Q1
|
5/13/2024 |
16
|
$530 M
|
| Goldstream Capital Management Ltd |
2024 Q1
|
5/13/2024 |
28
|
$180 M
|
| AOZORA BANK, LTD. |
2024 Q1
|
5/13/2024 |
2
|
$94 M
|
| Hyundai Investments Co., Ltd. |
2024 Q1
|
5/14/2024 |
1
|
$270 M
|
| Rathbones Group Plc |
2024 Q1
|
5/14/2024 |
615
|
$17 B
|
| Crewe Advisors LLC |
2024 Q1
|
5/13/2024 |
928
|
$860 M
|
| SENTINEL PENSION ADVISORS INC |
2024 Q1
|
5/13/2024 |
108
|
$470 M
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
171
|
$360 M
|
| BBR PARTNERS, LLC |
2024 Q1
|
5/13/2024 |
257
|
$1.2 B
|
| State of Wyoming |
2024 Q1
|
5/13/2024 |
1,600
|
$600 M
|
| STIFEL FINANCIAL CORP |
2024 Q1
|
5/13/2024 |
9,189
|
$88 B
|
| PB INVESTMENT PARTNERS, L.P. |
2024 Q1
|
5/13/2024 |
8
|
$130 M
|
| Farther Finance Advisors, LLC |
2024 Q1
|
5/13/2024 |
3,596
|
$1.6 B
|
| Cape Ann Asset Management Ltd |
2024 Q1
|
5/13/2024 |
5
|
$110 M
|
| Farther Finance Advisors, LLC |
2023 Q1 - RESTATEMENT
|
5/13/2024 |
2,364
|
$340 M
|
| Farther Finance Advisors, LLC |
2023 Q2 - RESTATEMENT
|
5/13/2024 |
2,511
|
$460 M
|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
119
|
$240 M
|
| Hall Kathryn A. |
2024 Q1
|
5/13/2024 |
54
|
$430 M
|
| Polymer Capital Management (HK) LTD |
2024 Q1
|
5/13/2024 |
194
|
$400 M
|
| Wealth Group Ltd |
2024 Q1
|
5/13/2024 |
61
|
$320 M
|
| C M BIDWELL & ASSOCIATES LTD |
2024 Q1
|
5/13/2024 |
478
|
$150 M
|
| NAVELLIER & ASSOCIATES INC |
2024 Q1
|
5/13/2024 |
333
|
$810 M
|
| Al Mehwar Commercial Investments LLC |
2024 Q1
|
5/13/2024 |
1
|
$530 M
|
| Leelyn Smith, LLC |
2024 Q1
|
5/13/2024 |
126
|
$500 M
|
| StemPoint Capital LP |
2024 Q1
|
5/13/2024 |
63
|
$380 M
|
| Nokomis Capital, L.L.C. |
2024 Q1
|
5/13/2024 |
53
|
$300 M
|
| PAYDEN & RYGEL INVESTMENT GROUP |
2024 Q1
|
5/13/2024 |
134
|
$2.1 B
|
| TFO Wealth Partners, LLC |
2024 Q1
|
5/13/2024 |
790
|
$520 M
|
| KRAFT ASSET MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
41
|
$120 M
|
| MATTERN CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
157
|
$740 M
|
| Mattern Wealth Management LLC |
2024 Q1
|
5/13/2024 |
177
|
$410 M
|
| Maren Capital LLC |
2024 Q1
|
5/13/2024 |
27
|
$1.0 B
|
| Matthew 25 Management Corp |
2024 Q1
|
5/13/2024 |
22
|
$290 M
|
| Sonora Investment Management Group, LLC |
2024 Q1
|
5/13/2024 |
284
|
$1.3 B
|
| Colonial Trust Co / SC |
2024 Q1
|
5/13/2024 |
984
|
$530 M
|
| Vestal Point Capital, LP |
2024 Q1
|
5/13/2024 |
58
|
$1.2 B
|