| Spartan Planning & Wealth Management |
2025 Q1
|
4/8/2025 |
65
|
$100 M
|
| S.E.E.D. Planning Group LLC |
2025 Q1
|
4/8/2025 |
73
|
$300 M
|
| Red Spruce Capital, LLC |
2025 Q1
|
4/8/2025 |
91
|
$210 M
|
| ROTHSCHILD INVESTMENT LLC |
2025 Q1
|
4/8/2025 |
3,026
|
$1.5 B
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q1
|
4/8/2025 |
185
|
$200 M
|
| Lind Value II ApS |
2025 Q1
|
4/8/2025 |
9
|
$230 M
|
| GuoLine Advisory Pte Ltd |
2025 Q1
|
4/8/2025 |
23
|
$940 M
|
| AJU IB Investment Co., Ltd. |
2025 Q1
|
4/8/2025 |
8
|
$84 M
|
| AJU IB Investment Co., Ltd. |
2024 Q4
|
4/8/2025 |
8
|
$100 M
|
| Global Financial Private Client, LLC |
2025 Q1
|
4/7/2025 |
1,674
|
$260 M
|
| COOPER INVESTORS PTY LTD |
2018 Q1
|
4/7/2025 |
35
|
$840 M
|
| COOPER INVESTORS PTY LTD |
2017 Q4
|
4/7/2025 |
34
|
$800 M
|
| COOPER INVESTORS PTY LTD |
2018 Q2
|
4/7/2025 |
34
|
$820 M
|
| COOPER INVESTORS PTY LTD |
2018 Q3
|
4/7/2025 |
34
|
$840 M
|
| COOPER INVESTORS PTY LTD |
2018 Q4
|
4/7/2025 |
32
|
$720 M
|
| COOPER INVESTORS PTY LTD |
2019 Q1
|
4/7/2025 |
34
|
$820 M
|
| COOPER INVESTORS PTY LTD |
2019 Q3
|
4/7/2025 |
40
|
$880 M
|
| COOPER INVESTORS PTY LTD |
2019 Q2
|
4/7/2025 |
33
|
$860 M
|
| COOPER INVESTORS PTY LTD |
2019 Q4
|
4/7/2025 |
41
|
$950 M
|
| COOPER INVESTORS PTY LTD |
2020 Q1
|
4/7/2025 |
41
|
$800 M
|
| Neumann Advisory Hong Kong Ltd |
2025 Q1
|
4/7/2025 |
10
|
$230 k
|
| FACTORIAL MANAGEMENT Ltd |
2025 Q1
|
4/7/2025 |
1
|
$0
|
| Lowe Wealth Advisors, LLC |
2025 Q1
|
4/7/2025 |
372
|
$240 M
|
| Parallel Advisors, LLC |
2025 Q1
|
4/7/2025 |
3,520
|
$4.4 B
|
| LEGACY SOLUTIONS, LLC |
2025 Q1
|
4/7/2025 |
71
|
$91 M
|
| Welch Group, LLC |
2025 Q1
|
4/7/2025 |
266
|
$2.3 B
|
| Summit Global Investments |
2025 Q1
|
4/7/2025 |
426
|
$1.4 M
|
| First County Bank /CT/ |
2025 Q1
|
4/7/2025 |
375
|
$180 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/7/2025 |
109
|
$130 M
|
| O'Connor Financial Group LLC |
2025 Q1
|
4/7/2025 |
55
|
$190 M
|
| TOMPKINS FINANCIAL CORP |
2025 Q1
|
4/7/2025 |
767
|
$1.0 B
|
| Partnership Wealth Management, LLC |
2025 Q1
|
4/7/2025 |
72
|
$120 M
|
| Benchmark Wealth Management, LLC |
2025 Q1
|
4/7/2025 |
67
|
$210 M
|
| GoalVest Advisory LLC |
2025 Q1
|
4/7/2025 |
503
|
$360 M
|
| Stairway Partners, LLC |
2025 Q1
|
4/7/2025 |
18
|
$1.6 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2025 Q1
|
4/7/2025 |
1
|
$0
|
| GAMMA Investing LLC |
2025 Q1
|
4/7/2025 |
3,793
|
$19 M
|
| AdvisorNet Financial, Inc |
2025 Q1
|
4/7/2025 |
2,182
|
$1.3 B
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q1
|
4/7/2025 |
137
|
$250 M
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q1
|
4/7/2025 |
6
|
$150 M
|
| Efficient Frontier Advisors LLC |
2025 Q1
|
4/7/2025 |
21
|
$150 M
|
| Eastover Investment Advisors LLC |
2025 Q1
|
4/7/2025 |
47
|
$210 M
|
| Phil A. Younker & Associates, Ltd. |
2024 Q4
|
4/7/2025 |
28
|
$100 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q1
|
4/7/2025 |
183
|
$730 M
|
| Wealth High Governance Capital Ltda |
2024 Q4 - RESTATEMENT
|
4/7/2025 |
45
|
$280 M
|
| M & L Capital Management Ltd |
2025 Q1
|
4/7/2025 |
21
|
$330 M
|
| FC Advisory LLC |
2025 Q1
|
4/7/2025 |
105
|
$300 M
|
| Bath Savings Trust Co |
2025 Q1
|
4/7/2025 |
264
|
$970 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q1
|
4/7/2025 |
13
|
$180 M
|
| Nexus Investment Management ULC |
2025 Q1
|
4/7/2025 |
75
|
$880 M
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2024 Q3 - RESTATEMENT
|
4/4/2025 |
3,076
|
$86 B
|
| Exeter Financial, LLC |
2025 Q1
|
4/4/2025 |
90
|
$220 M
|
| Three Seasons Wealth, LLC |
2024 Q3
|
4/4/2025 |
113
|
$190 M
|
| Three Seasons Wealth, LLC |
2024 Q2
|
4/4/2025 |
91
|
$180 M
|
| Three Seasons Wealth, LLC |
2023 Q4
|
4/4/2025 |
88
|
$110 M
|
| Three Seasons Wealth, LLC |
2024 Q1
|
4/4/2025 |
86
|
$140 M
|
| Three Seasons Wealth, LLC |
2023 Q3
|
4/4/2025 |
61
|
$100 M
|
| WEBSTER BANK, N. A. |
2025 Q1
|
4/4/2025 |
733
|
$910 M
|
| Quent Capital, LLC |
2025 Q1
|
4/4/2025 |
1,328
|
$950 M
|
| Kings Path Partners LLC |
2025 Q1
|
4/4/2025 |
257
|
$200 M
|
| FARMERS TRUST CO |
2025 Q1
|
4/4/2025 |
187
|
$530 M
|
| Sage Capital Advisors,llc |
2025 Q1
|
4/4/2025 |
131
|
$380 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2025 Q1
|
4/4/2025 |
788
|
$960 M
|
| Agate Pass Investment Management, LLC |
2025 Q1
|
4/4/2025 |
107
|
$230 M
|
| Baring Financial LLC |
2025 Q1
|
4/4/2025 |
65
|
$120 M
|
| General Partner, Inc. |
2025 Q1
|
4/4/2025 |
266
|
$150 M
|
| Legacy Private Trust Co. |
2025 Q1
|
4/4/2025 |
320
|
$1.5 B
|
| Key Colony Management, LLC |
2025 Q1
|
4/4/2025 |
7
|
$64 M
|
| Capital Market Strategies LLC |
2025 Q1
|
4/4/2025 |
143
|
$150 M
|
| AGH Wealth Advisors, LLC |
2024 Q4
|
4/4/2025 |
176
|
$110 M
|
| COOPER INVESTORS PTY LTD |
2014 Q3
|
4/3/2025 |
25
|
$740 M
|
| COOPER INVESTORS PTY LTD |
2014 Q4
|
4/3/2025 |
28
|
$750 M
|
| COOPER INVESTORS PTY LTD |
2015 Q2
|
4/3/2025 |
30
|
$460 M
|
| COOPER INVESTORS PTY LTD |
2015 Q1
|
4/3/2025 |
26
|
$610 M
|
| COOPER INVESTORS PTY LTD |
2015 Q3
|
4/3/2025 |
29
|
$430 M
|
| COOPER INVESTORS PTY LTD |
2016 Q1
|
4/3/2025 |
29
|
$480 M
|
| COOPER INVESTORS PTY LTD |
2015 Q4
|
4/3/2025 |
28
|
$460 M
|
| COOPER INVESTORS PTY LTD |
2016 Q4
|
4/3/2025 |
35
|
$560 M
|
| COOPER INVESTORS PTY LTD |
2016 Q2
|
4/3/2025 |
35
|
$480 M
|
| COOPER INVESTORS PTY LTD |
2016 Q3
|
4/3/2025 |
36
|
$510 M
|
| COOPER INVESTORS PTY LTD |
2017 Q1
|
4/3/2025 |
35
|
$630 M
|
| COOPER INVESTORS PTY LTD |
2017 Q2
|
4/3/2025 |
34
|
$660 M
|
| COOPER INVESTORS PTY LTD |
2017 Q3
|
4/3/2025 |
33
|
$710 M
|
| COOPER INVESTORS PTY LTD |
2013 Q1
|
4/3/2025 |
23
|
$190 M
|
| COOPER INVESTORS PTY LTD |
2013 Q2
|
4/3/2025 |
22
|
$200 M
|
| COOPER INVESTORS PTY LTD |
2013 Q3
|
4/3/2025 |
22
|
$260 M
|
| CADINHA & CO LLC |
2025 Q1
|
4/3/2025 |
99
|
$470 M
|
| COOPER INVESTORS PTY LTD |
2014 Q2
|
4/3/2025 |
26
|
$750 M
|
| COOPER INVESTORS PTY LTD |
2014 Q1
|
4/3/2025 |
24
|
$430 M
|
| COOPER INVESTORS PTY LTD |
2013 Q4
|
4/3/2025 |
21
|
$460 M
|
| Vida Ventures Advisors, LLC |
2025 Q1
|
4/3/2025 |
3
|
$14 M
|
| Versant Capital Management, Inc |
2025 Q1
|
4/3/2025 |
2,512
|
$600 M
|
| Hiley Hunt Wealth Management |
2025 Q1
|
4/3/2025 |
43
|
$180 M
|
| FIRST HAWAIIAN BANK |
2025 Q1
|
4/3/2025 |
1,199
|
$3.0 B
|
| Central Pacific Bank - Trust Division |
2025 Q1
|
4/3/2025 |
930
|
$720 M
|
| Union Heritage Capital, LLC |
2024 Q4
|
4/3/2025 |
59
|
$270 M
|
| Boston Common Asset Management, LLC |
2025 Q1
|
4/3/2025 |
307
|
$3.3 B
|
| ADIRONDACK TRUST CO |
2025 Q1
|
4/3/2025 |
568
|
$260 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2025 Q1
|
4/3/2025 |
72
|
$120 k
|
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q1
|
4/3/2025 |
157
|
$370 M
|