| DIAMOND HILL CAPITAL MANAGEMENT INC |
2024 Q1
|
5/13/2024 |
163
|
$25 B
|
| INVICTUS PRIVATE WEALTH, LLC |
2024 Q1
|
5/13/2024 |
90
|
$1.1 B
|
| SAM Advisors, LLC |
2024 Q1
|
5/13/2024 |
37
|
$270 M
|
| FMR LLC |
2024 Q1
|
5/13/2024 |
13,971
|
$1.5 T
|
| Wescott Financial Advisory Group, LLC |
2024 Q1
|
5/13/2024 |
158
|
$800 M
|
| RR Advisors, LLC |
2024 Q1
|
5/13/2024 |
22
|
$380 M
|
| Worth Venture Partners, LLC |
2024 Q1
|
5/13/2024 |
63
|
$15 M
|
| H&F Corporate Investors X, Ltd. |
2024 Q1
|
5/13/2024 |
1
|
$0
|
| H&F Corporate Investors IX, Ltd. |
2024 Q1
|
5/13/2024 |
1
|
$130 M
|
| SKBA CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/13/2024 |
75
|
$640 M
|
| Timelo Investment Management Inc. |
2024 Q1
|
5/13/2024 |
34
|
$260 M
|
| H&F Corporate Investors VIII, Ltd. |
2024 Q1
|
5/13/2024 |
2
|
$650 M
|
| Triatomic Management LP |
2024 Q1
|
5/13/2024 |
25
|
$54 M
|
| STEGINSKY CAPITAL LLC |
2024 Q1
|
5/13/2024 |
7
|
$420 M
|
| FIRST TRUST ADVISORS LP |
2024 Q1
|
5/13/2024 |
2,611
|
$99 B
|
| SECURITY NATIONAL BANK OF SO DAK |
2024 Q1
|
5/13/2024 |
153
|
$170 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
2024 Q1
|
5/13/2024 |
188
|
$910 M
|
| Sand Hill Global Advisors, LLC |
2024 Q1
|
5/13/2024 |
163
|
$2.1 B
|
| Alliance Wealth Advisors, LLC /UT |
2024 Q1
|
5/13/2024 |
230
|
$340 M
|
| FIL Ltd |
2024 Q1
|
5/13/2024 |
1,508
|
$100 B
|
| Atria Wealth Solutions, Inc. |
2024 Q1
|
5/13/2024 |
4,491
|
$8.9 B
|
| HRT FINANCIAL LP |
2024 Q1
|
5/13/2024 |
2,224
|
$16 B
|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
2024 Q1
|
5/13/2024 |
146
|
$140 M
|
| Two Point Capital Management, Inc. |
2024 Q1
|
5/13/2024 |
24
|
$240 M
|
| 1492 Capital Management LLC |
2024 Q1
|
5/13/2024 |
94
|
$180 M
|
| Fiduciary Group LLC |
2024 Q1
|
5/13/2024 |
269
|
$920 M
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2024 Q1
|
5/13/2024 |
152
|
$1.4 B
|
| FOX RUN MANAGEMENT, L.L.C. |
2024 Q1
|
5/13/2024 |
713
|
$460 M
|
| ATLAS Infrastructure Partners (UK) Ltd. |
2024 Q1
|
5/13/2024 |
6
|
$1.5 B
|
| JOURNEY STRATEGIC WEALTH LLC |
2024 Q1
|
5/13/2024 |
417
|
$2.3 B
|
| Douglass Winthrop Advisors, LLC |
2024 Q1
|
5/13/2024 |
285
|
$4.9 B
|
| Aft, Forsyth & Sober, LLC |
2024 Q1
|
5/13/2024 |
81
|
$280 M
|
| Foundations Investment Advisors, LLC |
2024 Q1
|
5/13/2024 |
703
|
$3.8 B
|
| Goodwin Investment Advisory |
2024 Q1 - RESTATEMENT
|
5/13/2024 |
47
|
$210 M
|
| CIBC WORLD MARKETS CORP |
2024 Q1
|
5/13/2024 |
794
|
$15 B
|
| Eukles Asset Management |
2024 Q1
|
5/13/2024 |
232
|
$230 M
|
| Annis Gardner Whiting Capital Advisors, LLC |
2024 Q1
|
5/13/2024 |
943
|
$280 M
|
| West Family Investments, Inc. |
2024 Q1
|
5/13/2024 |
259
|
$320 M
|
| VALUEWORKS LLC |
2024 Q1
|
5/13/2024 |
33
|
$310 M
|
| Schubert & Co |
2024 Q1
|
5/13/2024 |
32
|
$120 M
|
| EWA, LLC |
2024 Q1
|
5/13/2024 |
147
|
$220 M
|
| Executive Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
242
|
$1.1 B
|
| ALERUS FINANCIAL NA |
2024 Q1
|
5/13/2024 |
162
|
$1.3 B
|
| Rench Wealth Management, Inc. |
2024 Q1
|
5/13/2024 |
46
|
$260 M
|
| Strategic Value Partners, LLC |
2024 Q1
|
5/13/2024 |
2
|
$91 M
|
| Rockport Wealth LLC |
2024 Q1 - RESTATEMENT
|
5/13/2024 |
62
|
$150 M
|
| PAX Financial Group, LLC |
2024 Q1
|
5/13/2024 |
221
|
$500 M
|
| Ellevest, Inc. |
2024 Q1
|
5/13/2024 |
400
|
$1.6 B
|
| Champlain Investment Partners, LLC |
2024 Q1
|
5/13/2024 |
126
|
$17 B
|
| Zeit Capital LLC |
2024 Q1
|
5/13/2024 |
30
|
$120 M
|
| Jefferies Financial Group Inc. |
2024 Q1
|
5/13/2024 |
1,551
|
$11 B
|
| Spark Investment Management LLC |
2024 Q1
|
5/13/2024 |
13
|
$18 M
|
| WCG Wealth Advisors LLC |
2024 Q1
|
5/13/2024 |
255
|
$1.2 B
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2024 Q1
|
5/13/2024 |
160
|
$510 M
|
| ROYCE & ASSOCIATES LP |
2024 Q1
|
5/13/2024 |
872
|
$11 B
|
| Providence Wealth Advisors, LLC |
2024 Q1
|
5/13/2024 |
82
|
$120 M
|
| Merlin Capital, Inc |
2024 Q1
|
5/13/2024 |
52
|
$34 M
|
| THEORY FINANCIAL LLC |
2024 Q1
|
5/13/2024 |
73
|
$200 M
|
| 360 Financial, Inc. |
2024 Q1
|
5/13/2024 |
86
|
$260 M
|
| SMH CAPITAL ADVISORS INC |
2024 Q1
|
5/13/2024 |
48
|
$37 M
|
| Rafferty Asset Management, LLC |
2024 Q1
|
5/13/2024 |
1,080
|
$27 B
|
| Gratus Capital, LLC |
2024 Q1
|
5/13/2024 |
320
|
$2.2 B
|
| Rockport Wealth LLC |
2024 Q1 - RESTATEMENT
|
5/13/2024 |
62
|
$150 M
|
| MY Wealth Management Inc. |
2024 Q1
|
5/13/2024 |
25
|
$91 M
|
| Halter Ferguson Financial Inc. |
2024 Q1
|
5/13/2024 |
29
|
$130 M
|
| EagleClaw Capital Managment, LLC |
2024 Q1
|
5/13/2024 |
135
|
$550 M
|
| CLEAR STREET LLC |
2024 Q1
|
5/13/2024 |
843
|
$7.0 B
|
| XPONANCE, INC. |
2024 Q1
|
5/13/2024 |
1,310
|
$9.5 B
|
| Machina Capital S.A.S. |
2024 Q1
|
5/13/2024 |
243
|
$190 M
|
| Castle Rock Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
232
|
$370 M
|
| SUMMIT SECURITIES GROUP LLC |
2024 Q1
|
5/13/2024 |
439
|
$610 M
|
| Savvy Advisors, Inc. |
2024 Q1
|
5/13/2024 |
223
|
$170 M
|
| JACKSON HILL ADVISORS, LLC |
2024 Q1
|
5/13/2024 |
12
|
$180 M
|
| Long Island Wealth Management, Inc. |
2024 Q1
|
5/13/2024 |
73
|
$140 M
|
| Tamar Securities, LLC |
2024 Q1
|
5/13/2024 |
77
|
$590 M
|
| Boston Partners |
2024 Q1
|
5/13/2024 |
1,895
|
$84 B
|
| Fernwood Investment Management, LLC |
2024 Q1
|
5/13/2024 |
720
|
$340 M
|
| Perella Weinberg Partners Capital Management LP |
2024 Q1
|
5/13/2024 |
26
|
$990 M
|
| FMFE Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
24
|
$110 M
|
| Crossmark Global Holdings, Inc. |
2024 Q1
|
5/13/2024 |
2,597
|
$5.2 B
|
| American Investment Services, Inc. |
2024 Q1
|
5/13/2024 |
155
|
$560 M
|
| EXCALIBUR MANAGEMENT CORP |
2024 Q1
|
5/13/2024 |
161
|
$240 M
|
| PARADIGM ASSET MANAGEMENT CO LLC |
2024 Q1
|
5/13/2024 |
515
|
$390 M
|
| US FINANCIAL ADVISORS, LLC |
2024 Q1
|
5/13/2024 |
81
|
$290 M
|
| Goehring & Rozencwajg Associates, LLC |
2024 Q1
|
5/13/2024 |
51
|
$460 M
|
| Lexington Partners L.P. |
2024 Q1
|
5/13/2024 |
4
|
$140 M
|
| Boxwood Ventures, Inc. |
2024 Q1
|
5/13/2024 |
24
|
$57 M
|
| Rock Creek Group, LP |
2024 Q1
|
5/13/2024 |
66
|
$790 M
|
| Accent Capital Management, LLC |
2024 Q1
|
5/13/2024 |
170
|
$120 M
|
| Cunning Capital Partners, LP |
2024 Q1
|
5/13/2024 |
82
|
$180 M
|
| Ritter Daniher Financial Advisory LLC / DE |
2024 Q1
|
5/13/2024 |
302
|
$300 M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
2024 Q1
|
5/13/2024 |
206
|
$300 M
|
| Blue Investment Partners LLC |
2024 Q1
|
5/13/2024 |
38
|
$190 M
|
| Vinva Investment Management Ltd |
2024 Q1
|
5/13/2024 |
413
|
$1.8 B
|
| Nalanda India Fund LTD |
2024 Q1
|
5/13/2024 |
1
|
$240 M
|
| Atlas Venture Advisors, Inc. |
2024 Q1
|
5/13/2024 |
5
|
$500 M
|
| Nalanda India Equity Fund Ltd |
2024 Q1
|
5/13/2024 |
2
|
$540 M
|
| Ratio Wealth Group |
2024 Q1
|
5/13/2024 |
80
|
$540 M
|
| NEUBERGER BERMAN GROUP LLC |
2024 Q1
|
5/13/2024 |
3,313
|
$120 B
|
| Tranquilli Financial Advisor LLC |
2024 Q1
|
5/13/2024 |
106
|
$150 M
|