| 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
|
| Naviter Wealth, LLC |
2024 Q1
|
4/18/2024 |
232
|
$610 M
|
| MYECFO, LLC |
2024 Q1
|
4/18/2024 |
56
|
$170 M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2024 Q1
|
4/18/2024 |
167
|
$200 M
|
| Miracle Mile Advisors, LLC |
2024 Q1
|
4/18/2024 |
508
|
$4.0 B
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2024 Q1
|
4/18/2024 |
23
|
$8.3 B
|
| Chico Wealth RIA |
2024 Q1
|
4/18/2024 |
30
|
$110 M
|
| Hubbell Strickland Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
78
|
$200 M
|
| MGO Private Wealth, LLC |
2024 Q1
|
4/18/2024 |
80
|
$160 M
|
| Cobblestone Asset Management LLC |
2024 Q1
|
4/18/2024 |
44
|
$150 M
|
| LifeGuide Financial Advisors, LLC |
2024 Q1
|
4/18/2024 |
41
|
$200 M
|
| Echo45 Advisors LLC |
2024 Q1
|
4/18/2024 |
48
|
$140 M
|
| LITTLE HOUSE CAPITAL LLC |
2024 Q1
|
4/18/2024 |
123
|
$300 M
|
| O'Brien Wealth Partners LLC |
2024 Q1
|
4/18/2024 |
66
|
$430 M
|
| Kowal Investment Group, LLC |
2024 Q1
|
4/18/2024 |
178
|
$460 M
|
| Sowa Financial Group, Inc. |
2024 Q1
|
4/18/2024 |
30
|
$120 M
|
| Horizon Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
88
|
$380 M
|
| Hi-Line Capital Management, LLC |
2024 Q1
|
4/18/2024 |
39
|
$280 M
|
| FINANCIAL LIFE ADVISORS |
2024 Q1
|
4/18/2024 |
60
|
$240 M
|
| HFG Advisors, Inc. |
2024 Q1
|
4/18/2024 |
108
|
$110 M
|
| Oliver Luxxe Assets LLC |
2024 Q1
|
4/18/2024 |
174
|
$480 M
|
| GOLDEN ROAD ADVISORS LLC |
2024 Q1
|
4/18/2024 |
37
|
$120 M
|
| Ariston Services Group |
2024 Q1
|
4/18/2024 |
57
|
$100 M
|
| FF Advisors,LLC |
2024 Q1
|
4/18/2024 |
86
|
$140 M
|
| DENVER WEALTH MANAGEMENT, INC. |
2024 Q1
|
4/18/2024 |
80
|
$200 M
|
| Congress Wealth Management LLC / DE / |
2024 Q1
|
4/18/2024 |
577
|
$5.8 B
|
| Oak Thistle LLC |
2024 Q1
|
4/18/2024 |
281
|
$110 M
|
| Dominguez Wealth Management Solutions, Inc. |
2024 Q1
|
4/18/2024 |
57
|
$130 M
|
| CONSILIO WEALTH ADVISORS, LLC |
2024 Q1
|
4/18/2024 |
63
|
$210 M
|
| Hexagon Capital Partners LLC |
2024 Q1
|
4/18/2024 |
1,470
|
$450 M
|
| Park Place Capital Corp |
2024 Q1
|
4/18/2024 |
902
|
$280 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
109
|
$120 M
|
| O'ROURKE & COMPANY, Inc |
2024 Q1
|
4/18/2024 |
142
|
$170 M
|
| Claro Advisors LLC |
2024 Q1
|
4/18/2024 |
419
|
$580 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2024 Q1
|
4/18/2024 |
6
|
$9.7 M
|
| Choice Wealth Advisors, LLC |
2024 Q1
|
4/18/2024 |
26
|
$170 M
|
| Harbor Island Capital LLC |
2024 Q1
|
4/18/2024 |
15
|
$220 M
|
| Talbot Financial, LLC |
2024 Q1
|
4/18/2024 |
60
|
$750 M
|
| CCG WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/18/2024 |
72
|
$170 M
|
| CORA CAPITAL ADVISORS LLC |
2024 Q1
|
4/18/2024 |
95
|
$190 M
|
| Mustard Seed Financial, LLC |
2024 Q1
|
4/18/2024 |
78
|
$100 M
|
| FOSTER & MOTLEY INC |
2024 Q1
|
4/18/2024 |
389
|
$1.5 B
|
| Well Done, LLC |
2024 Q1
|
4/18/2024 |
185
|
$510 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2024 Q1
|
4/18/2024 |
69
|
$140 M
|
| MANCHESTER FINANCIAL INC |
2024 Q1
|
4/18/2024 |
98
|
$380 M
|
| McGlone Suttner Wealth Management, Inc. |
2024 Q1
|
4/18/2024 |
167
|
$530 M
|
| BARLOW WEALTH PARTNERS, INC. |
2024 Q1
|
4/18/2024 |
152
|
$730 M
|
| Integrated Investment Consultants, LLC |
2024 Q1
|
4/18/2024 |
283
|
$360 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2024 Q1
|
4/18/2024 |
102
|
$540 M
|
| Fortune 45 LLC |
2024 Q1
|
4/18/2024 |
26
|
$120 M
|
| Clarity Capital Advisors, LLC |
2024 Q1
|
4/18/2024 |
78
|
$130 M
|
| MCRAE CAPITAL MANAGEMENT INC |
2024 Q1
|
4/18/2024 |
96
|
$460 M
|
| Piscataqua Savings Bank |
2024 Q1
|
4/18/2024 |
519
|
$110 M
|
| SJS Investment Consulting Inc. |
2024 Q1
|
4/18/2024 |
2,108
|
$500 M
|
| Bill Few Associates, Inc. |
2024 Q1
|
4/18/2024 |
169
|
$250 M
|
| 626 Financial, LLC |
2024 Q1
|
4/18/2024 |
107
|
$170 M
|
| Nikulski Financial, Inc. |
2024 Q1
|
4/18/2024 |
131
|
$300 M
|
| Southern Farm Bureau Life Insurance |
2024 Q1
|
4/18/2024 |
15
|
$600 M
|
| CenterStar Asset Management, LLC |
2024 Q1
|
4/18/2024 |
245
|
$320 M
|
| HT Partners LLC |
2024 Q1
|
4/18/2024 |
49
|
$280 M
|
| ARK Investment Management LLC |
2024 Q1
|
4/18/2024 |
230
|
$14 B
|
| Burt Wealth Advisors |
2024 Q1
|
4/18/2024 |
119
|
$390 M
|
| Capital Advisory Group Advisory Services, LLC |
2024 Q1
|
4/18/2024 |
145
|
$210 M
|
| NORTHWESTERN UNIVERSITY |
2024 Q1
|
4/18/2024 |
6
|
$110 M
|
| KEATING WEALTH MANAGEMENT LLC |
2024 Q1
|
4/18/2024 |
45
|
$170 M
|
| Genesis Investment Management, LLP |
2024 Q1
|
4/18/2024 |
16
|
$480 M
|
| BKM Wealth Management, LLC |
2024 Q1
|
4/18/2024 |
196
|
$230 M
|
| WOLFF WIESE MAGANA LLC |
2024 Q1
|
4/18/2024 |
715
|
$120 M
|