| GREENHAVEN ASSOCIATES INC |
2024 Q4
|
1/17/2025 |
24
|
$6.8 B
|
| Red Spruce Capital, LLC |
2024 Q4
|
1/17/2025 |
89
|
$230 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2024 Q4
|
1/17/2025 |
375
|
$820 M
|
| Proquility Private Wealth Partners, LLC |
2024 Q4
|
1/17/2025 |
88
|
$310 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/17/2025 |
118
|
$540 M
|
| OLYMPUS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/17/2025 |
17
|
$270 M
|
| Texas County & District Retirement System |
2024 Q4
|
1/17/2025 |
1
|
$96 M
|
| Aspire Private Capital, LLC |
2024 Q4
|
1/17/2025 |
165
|
$400 M
|
| Tide Cove Capital Partners LLC |
2024 Q4
|
1/17/2025 |
16
|
$130 M
|
| Verum Partners LLC |
2024 Q4
|
1/17/2025 |
164
|
$350 M
|
| Perfromance Wealth Partners, LLC |
2024 Q4
|
1/17/2025 |
185
|
$3.1 B
|
| Oxinas Partners Wealth Management LLC |
2024 Q4
|
1/17/2025 |
117
|
$170 M
|
| Octavia Wealth Advisors, LLC |
2024 Q4
|
1/17/2025 |
221
|
$820 M
|
| COMMONS CAPITAL, LLC |
2024 Q4
|
1/17/2025 |
93
|
$110 M
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2024 Q4
|
1/17/2025 |
111
|
$230 M
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
2024 Q4
|
1/17/2025 |
40
|
$800 M
|
| TB Alternative Assets Ltd. |
2024 Q4
|
1/17/2025 |
43
|
$390 M
|
| Perpetual Ltd |
2024 Q4
|
1/17/2025 |
663
|
$8.5 B
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2024 Q4
|
1/17/2025 |
435
|
$17 B
|
| Exchange Bank |
2024 Q4
|
1/16/2025 |
180
|
$120 M
|
| Planned Solutions, Inc. |
2024 Q4
|
1/16/2025 |
111
|
$250 M
|
| Wall Street Financial Group, Inc. |
2024 Q4
|
1/16/2025 |
39
|
$100 M
|
| Farrell Financial LLC |
2024 Q4
|
1/16/2025 |
66
|
$140 M
|
| ACT WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
46
|
$210 M
|
| Enclave Advisors LLC |
2024 Q4
|
1/16/2025 |
123
|
$610 M
|
| JBGlobal.com LLC |
2024 Q4
|
1/16/2025 |
31
|
$95 M
|
| Roberts Wealth Advisors, LLC |
2024 Q4
|
1/16/2025 |
100
|
$330 M
|
| Howard Capital Management Group, LLC |
2024 Q4
|
1/16/2025 |
138
|
$1.5 B
|
| Segment Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
262
|
$1.5 B
|
| ADE, LLC |
2024 Q4
|
1/16/2025 |
81
|
$160 M
|
| Courage Miller Partners, LLC |
2024 Q4
|
1/16/2025 |
80
|
$290 M
|
| Clear Harbor Asset Management, LLC |
2024 Q4
|
1/16/2025 |
392
|
$1.3 B
|
| Prosperity Planning, Inc. |
2024 Q4
|
1/16/2025 |
103
|
$310 M
|
| LOCKERMAN FINANCIAL GROUP, INC. |
2024 Q4
|
1/16/2025 |
121
|
$59 M
|
| Tarbox Family Office, Inc. |
2024 Q4
|
1/16/2025 |
107
|
$610 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2024 Q4
|
1/16/2025 |
57
|
$110 M
|
| Alpha Cubed Investments, LLC |
2024 Q4
|
1/16/2025 |
267
|
$2.2 B
|
| Chesley Taft & Associates LLC |
2024 Q4
|
1/16/2025 |
326
|
$2.2 B
|
| Transform Wealth, LLC |
2024 Q4
|
1/16/2025 |
262
|
$1.8 B
|
| Prairie Sky Financial Group LLC |
2024 Q4
|
1/16/2025 |
71
|
$160 M
|
| Capricorn Fund Managers Ltd |
2024 Q4
|
1/16/2025 |
65
|
$220 M
|
| AMI ASSET MANAGEMENT CORP |
2024 Q4
|
1/16/2025 |
92
|
$1.9 B
|
| LifePlan Financial, LLC |
2024 Q4
|
1/16/2025 |
86
|
$110 M
|
| Monterey Private Wealth, Inc. |
2024 Q4
|
1/16/2025 |
141
|
$300 M
|
| Great Waters Wealth Management |
2024 Q4
|
1/16/2025 |
112
|
$780 M
|
| Signature Resources Capital Management, LLC |
2024 Q4
|
1/16/2025 |
368
|
$110 M
|
| Atomi Financial Group, Inc. |
2024 Q4
|
1/16/2025 |
971
|
$2.0 B
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2024 Q4
|
1/16/2025 |
110
|
$1.7 B
|
| Lakehouse Capital Pty Ltd |
2024 Q4
|
1/16/2025 |
13
|
$150 M
|
| Davies Financial Advisors, Inc. |
2024 Q4
|
1/16/2025 |
63
|
$120 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2024 Q4
|
1/16/2025 |
146
|
$210 M
|
| Rezny Wealth Management, Inc. |
2024 Q4
|
1/16/2025 |
32
|
$410 M
|
| FIRST UNITED BANK & TRUST |
2024 Q4
|
1/16/2025 |
526
|
$280 M
|
| Charles Schwab Trust Co |
2024 Q4
|
1/16/2025 |
158
|
$1.2 B
|
| LMCG INVESTMENTS, LLC |
2024 Q4
|
1/16/2025 |
319
|
$1.6 B
|
| Trust Asset Management LLC |
2024 Q4
|
1/16/2025 |
226
|
$1.3 B
|
| Legal Advantage Investments, Inc. |
2024 Q4
|
1/16/2025 |
103
|
$190 M
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
72
|
$400 M
|
| Solidarity Wealth, LLC |
2024 Q4
|
1/16/2025 |
85
|
$380 M
|
| AMERICAN ASSET MANAGEMENT INC. |
2024 Q4
|
1/16/2025 |
22
|
$98 M
|
| ASPIRIANT, LLC |
2024 Q4
|
1/16/2025 |
288
|
$2.8 B
|
| Hamlin Capital Management, LLC |
2024 Q4
|
1/16/2025 |
26
|
$4.0 B
|
| Brookmont Capital Management |
2024 Q4
|
1/16/2025 |
54
|
$190 M
|
| ARS Investment Partners, LLC |
2024 Q4
|
1/16/2025 |
175
|
$1.1 B
|
| Crossmark Global Holdings, Inc. |
2024 Q4
|
1/16/2025 |
2,473
|
$5.5 B
|
| MAD RIVER INVESTORS |
2024 Q4
|
1/16/2025 |
26
|
$220 M
|
| Royal Fund Management, LLC |
2024 Q4
|
1/16/2025 |
286
|
$1.1 B
|
| Reliant Investment Management, LLC |
2024 Q4
|
1/16/2025 |
61
|
$230 M
|
| Chesapeake Wealth Management |
2024 Q4
|
1/16/2025 |
262
|
$290 M
|
| Sugar Maple Asset Management, LLC |
2024 Q4
|
1/16/2025 |
474
|
$130 M
|
| LAM GROUP, INC. |
2024 Q4
|
1/16/2025 |
134
|
$140 M
|
| Ballentine Partners, LLC |
2024 Q4
|
1/16/2025 |
1,943
|
$5.8 B
|
| Seven Post Investment Office LP |
2024 Q4
|
1/16/2025 |
33
|
$260 M
|
| ATWOOD & PALMER INC |
2024 Q4
|
1/16/2025 |
469
|
$1.5 B
|
| CANNAE HOLDINGS, INC. |
2024 Q4
|
1/16/2025 |
5
|
$1.2 B
|
| Portman Square Capital LLP |
2024 Q4
|
1/16/2025 |
248
|
$2.8 B
|
| Martel Wealth Advisors Inc |
2024 Q4
|
1/16/2025 |
70
|
$510 M
|
| Genesis Investment Management, LLP |
2024 Q4
|
1/16/2025 |
14
|
$91 M
|
| CULBERTSON A N & CO INC |
2024 Q4
|
1/16/2025 |
126
|
$630 M
|
| ZWJ INVESTMENT COUNSEL INC |
2024 Q4
|
1/16/2025 |
222
|
$2.4 B
|
| Addenda Capital Inc. |
2024 Q4
|
1/16/2025 |
123
|
$2.8 B
|
| Sparta 24 Ltd. |
2024 Q4
|
1/16/2025 |
4
|
$80 M
|
| Abacus Wealth Partners, LLC |
2024 Q4
|
1/16/2025 |
93
|
$670 M
|
| New Hampshire Trust |
2024 Q4
|
1/16/2025 |
305
|
$470 M
|
| CMH Wealth Management LLC |
2024 Q4
|
1/16/2025 |
54
|
$440 M
|
| BONNESS ENTERPRISES INC |
2024 Q4
|
1/16/2025 |
58
|
$290 M
|
| Koshinski Asset Management, Inc. |
2024 Q4
|
1/16/2025 |
634
|
$1.2 B
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2024 Q4
|
1/16/2025 |
108
|
$430 M
|
| Pure Financial Advisors, LLC |
2024 Q4
|
1/16/2025 |
349
|
$4.4 B
|
| Tudor Financial Inc. |
2024 Q4
|
1/16/2025 |
134
|
$170 M
|
| Regent Peak Wealth Advisors LLC |
2024 Q4 - NEW HOLDINGS
|
1/16/2025 |
180
|
$450 M
|
| Priebe Wealth Holdings LLC |
2024 Q4
|
1/16/2025 |
67
|
$150 M
|
| Ulland Investment Advisors, LLC |
2024 Q4
|
1/16/2025 |
212
|
$160 M
|
| CENTRAL BANK & TRUST CO |
2024 Q4
|
1/16/2025 |
195
|
$660 M
|
| Sowa Financial Group, Inc. |
2024 Q4
|
1/16/2025 |
30
|
$160 M
|
| Colorado Capital Management, Inc. |
2024 Q4
|
1/16/2025 |
94
|
$210 M
|
| Builders Vision, LLC |
2024 Q4
|
1/16/2025 |
1
|
$0
|
| HARBOR INVESTMENT ADVISORY, LLC |
2024 Q4
|
1/16/2025 |
1,147
|
$1.1 B
|
| Gemmer Asset Management LLC |
2024 Q4
|
1/16/2025 |
151
|
$1.0 B
|
| Hoese & Co LLP |
2024 Q4
|
1/16/2025 |
190
|
$120 M
|