AMICA MUTUAL INSURANCE CO |
2022 Q2
|
7/29/2022 |
105
|
$790M
|
Bowman & Co S.C. |
2022 Q2
|
7/29/2022 |
80
|
$110M
|
GREENUP STREET WEALTH MANAGEMENT LLC |
2022 Q2
|
7/29/2022 |
80
|
$210M
|
PRIMORIS WEALTH ADVISORS, LLC |
2022 Q2
|
7/29/2022 |
77
|
$70M
|
Murphy, Middleton, Hinkle & Parker, Inc. |
2022 Q2
|
7/29/2022 |
135
|
$150M
|
RIDGECREST WEALTH PARTNERS, LLC |
2022 Q2
|
7/29/2022 |
106
|
$140M
|
Amica Retiree Medical Trust |
2022 Q2
|
7/29/2022 |
106
|
$88M
|
Spectrum Management Group, LLC |
2022 Q2
|
7/29/2022 |
244
|
$420M
|
IRIDIAN ASSET MANAGEMENT LLC/CT |
2022 Q2
|
7/29/2022 |
58
|
$1.2B
|
DIXON FNANCIAL SERVICES, INC. |
2022 Q2
|
7/29/2022 |
24
|
$140M
|
Brown University |
2022 Q2
|
7/29/2022 |
13
|
$340M
|
1776 Wealth LLC |
2022 Q2
|
7/29/2022 |
157
|
$140M
|
White Pine Investment CO |
2022 Q2
|
7/29/2022 |
60
|
$250M
|
KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2022 Q2
|
7/29/2022 |
72
|
$210M
|
GRAYBILL BARTZ & ASSOC LTD |
2022 Q2
|
7/29/2022 |
55
|
$180M
|
Penbrook Management LLC |
2022 Q2
|
7/29/2022 |
106
|
$130M
|
Rheos Capital Works Inc. |
2022 Q2
|
7/29/2022 |
136
|
$1.3B
|
NOESIS CAPITAL MANGEMENT CORP |
2022 Q2
|
7/29/2022 |
101
|
$340B
|
BCS Wealth Management |
2022 Q2
|
7/29/2022 |
175
|
$230M
|
Hudson Value Partners, LLC |
2022 Q2
|
7/29/2022 |
100
|
$160M
|
Coulter & Justus Financial Services, LLC |
2022 Q2
|
7/29/2022 |
47
|
$120M
|
TODD ASSET MANAGEMENT LLC |
2022 Q2
|
7/29/2022 |
278
|
$3.9B
|
Daniels&Tansey,LLP |
2022 Q2
|
7/29/2022 |
29
|
$260M
|
Madden Advisory Services, Inc. |
2022 Q2
|
7/29/2022 |
79
|
$130M
|
Meridian Financial Partners LLC |
2022 Q2
|
7/29/2022 |
88
|
$150M
|
Kendall Capital Management |
2022 Q2
|
7/29/2022 |
168
|
$180M
|
Evergreen Advisors, LLC |
2022 Q2
|
7/29/2022 |
13
|
$250M
|
WEDGEWOOD INVESTORS INC /PA/ |
2022 Q2
|
7/29/2022 |
89
|
$71M
|
PARSONS CAPITAL MANAGEMENT INC/RI |
2022 Q2
|
7/29/2022 |
410
|
$1.1B
|
Cornerstone Investment Partners, LLC |
2022 Q2
|
7/29/2022 |
196
|
$1.5B
|
Avidian Wealth Solutions, LLC |
2022 Q2
|
7/29/2022 |
449
|
$1.4B
|
SG Americas Securities, LLC |
2022 Q2
|
7/29/2022 |
3,397
|
$9.4B
|
REDW Wealth LLC |
2022 Q2
|
7/29/2022 |
114
|
$270M
|
Elemental Capital Partners LLC |
2022 Q2
|
7/29/2022 |
7
|
$77M
|
Municipal Employees' Retirement System of Michigan |
2022 Q2
|
7/29/2022 |
50
|
$5.4B
|
Nalanda India Equity Fund Ltd |
2022 Q2
|
7/29/2022 |
2
|
$720M
|
Cross Staff Investments Inc |
2022 Q2
|
7/29/2022 |
108
|
$91M
|
Nalanda India Fund LTD |
2022 Q2
|
7/29/2022 |
1
|
$310M
|
Raine Capital LLC |
2021 Q2 - NEW HOLDINGS
|
7/29/2022 |
16
|
$2.7B
|
National Mutual Insurance Federation of Agricultural Cooperatives |
2022 Q2
|
7/29/2022 |
45
|
$9.4B
|
Close Asset Management Ltd |
2022 Q2
|
7/29/2022 |
203
|
$2.1B
|
OLD POINT TRUST & FINANCIAL SERVICES N A |
2022 Q2
|
7/29/2022 |
111
|
$220M
|
Raine Capital LLC |
2021 Q3 - NEW HOLDINGS
|
7/29/2022 |
15
|
$1.9B
|
Wealth Architects, LLC |
2022 Q2
|
7/29/2022 |
182
|
$510M
|
Raine Capital LLC |
2021 Q4 - NEW HOLDINGS
|
7/29/2022 |
15
|
$1.2B
|
Raine Capital LLC |
2022 Q1 - NEW HOLDINGS
|
7/29/2022 |
15
|
$840M
|
TriaGen Wealth Management LLC |
2022 Q2
|
7/29/2022 |
151
|
$140M
|
Callahan Advisors, LLC |
2022 Q2
|
7/29/2022 |
144
|
$750M
|
Yorktown Management & Research Co Inc |
2022 Q2
|
7/29/2022 |
185
|
$78M
|
Crossmark Global Holdings, Inc. |
2022 Q2
|
7/29/2022 |
2,481
|
$3.9B
|
Walker Asset Management, LLC |
2022 Q2 - RESTATEMENT
|
7/29/2022 |
90
|
$110M
|
Myriad Asset Management US LP |
2022 Q2
|
7/29/2022 |
45
|
$430M
|
PERKINS CAPITAL MANAGEMENT INC |
2022 Q2
|
7/29/2022 |
105
|
$97M
|
PINNACLE FINANCIAL PARTNERS INC |
2022 Q2
|
7/29/2022 |
927
|
$2.8B
|
HGK ASSET MANAGEMENT INC |
2022 Q2
|
7/29/2022 |
133
|
$270M
|
Burt Wealth Advisors |
2022 Q2
|
7/29/2022 |
90
|
$290M
|
LFA - Lugano Financial Advisors SA |
2022 Q2
|
7/29/2022 |
132
|
$140M
|
Total Clarity Wealth Management, Inc. |
2022 Q2
|
7/29/2022 |
1,042
|
$190M
|
MIZUHO MARKETS AMERICAS LLC |
2022 Q2
|
7/29/2022 |
78
|
$1.4B
|
Opus Capital Group, LLC |
2022 Q2
|
7/29/2022 |
113
|
$490M
|
BetterWealth, LLC |
2022 Q2
|
7/28/2022 |
37
|
$200M
|
TPG Financial Advisors, LLC |
2022 Q2 - RESTATEMENT
|
7/28/2022 |
38
|
$150M
|
Kestra Advisory Services, LLC |
2020 Q3 - RESTATEMENT
|
7/28/2022 |
1,411
|
$5.4T
|
Austin Private Wealth, LLC |
2022 Q2
|
7/28/2022 |
140
|
$450M
|
Sunburst Financial Group, LLC |
2022 Q2
|
7/28/2022 |
83
|
$210M
|
TPG Financial Advisors, LLC |
2022 Q1 - RESTATEMENT
|
7/28/2022 |
38
|
$170M
|
Avitas Wealth Management LLC |
2022 Q2
|
7/28/2022 |
190
|
$460M
|
Spectrum Wealth Advisory Group, LLC |
2022 Q2
|
7/28/2022 |
43
|
$90M
|
SeaBridge Investment Advisors LLC |
2022 Q2
|
7/28/2022 |
141
|
$310M
|
AF Advisors, Inc. |
2022 Q2
|
7/28/2022 |
19
|
$160M
|
Truxt Investmentos Ltda. |
2022 Q2
|
7/28/2022 |
22
|
$380M
|
GoalFusion Wealth Management, LLC |
2022 Q2
|
7/28/2022 |
18
|
$110M
|
Keeler Thomas Management LLC |
2022 Q2
|
7/28/2022 |
66
|
$200M
|
Gruss & Co., LLC |
2022 Q2
|
7/28/2022 |
19
|
$14M
|
Newport Capital Group, LLC |
2022 Q2
|
7/28/2022 |
45
|
$97M
|
Peak Financial Management, Inc. |
2022 Q2
|
7/28/2022 |
66
|
$260M
|
Gratus Capital LLC |
2022 Q2
|
7/28/2022 |
191
|
$890M
|
PARTHENON LLC |
2022 Q2
|
7/28/2022 |
111
|
$590M
|
Ashfield Capital Partners, LLC |
2022 Q2
|
7/28/2022 |
229
|
$1.3B
|
TPG Financial Advisors, LLC |
2021 Q4 - RESTATEMENT
|
7/28/2022 |
37
|
$160M
|
Beck Bode, LLC |
2022 Q2
|
7/28/2022 |
229
|
$470M
|
TPG Financial Advisors, LLC |
2021 Q3 - RESTATEMENT
|
7/28/2022 |
36
|
$150M
|
TPG Financial Advisors, LLC |
2021 Q2 - RESTATEMENT
|
7/28/2022 |
36
|
$140M
|
TPG Financial Advisors, LLC |
2021 Q1 - RESTATEMENT
|
7/28/2022 |
41
|
$140M
|
WestHill Financial Advisors, Inc. |
2022 Q2
|
7/28/2022 |
114
|
$300M
|
TPG Financial Advisors, LLC |
2020 Q4 - RESTATEMENT
|
7/28/2022 |
37
|
$130M
|
RETIREMENT CAPITAL STRATEGIES |
2022 Q2
|
7/28/2022 |
58
|
$220M
|
TPG Financial Advisors, LLC |
2020 Q3 - RESTATEMENT
|
7/28/2022 |
36
|
$120M
|
Kearns & Associates LLC |
2022 Q2
|
7/28/2022 |
13
|
$75M
|
Schwab Charitable Fund |
2022 Q2
|
7/28/2022 |
39
|
$580M
|
Guild Investment Management, Inc. |
2022 Q2
|
7/28/2022 |
65
|
$66M
|
Client First Capital LLC |
2022 Q2
|
7/28/2022 |
23
|
$130M
|
Ironwood Financial, llc |
2022 Q2
|
7/28/2022 |
117
|
$310M
|
TI-TRUST, INC |
2022 Q2
|
7/28/2022 |
107
|
$97M
|
Grove Bank & Trust |
2022 Q2
|
7/29/2022 |
259
|
$420M
|
Asset Management One Co., Ltd. |
2022 Q2
|
7/29/2022 |
1,033
|
$21B
|
Russell Investments Group, Ltd. |
2022 Q2
|
7/29/2022 |
12,722
|
$49B
|
BAKER TILLY WEALTH MANAGEMENT, LLC |
2022 Q2
|
7/28/2022 |
491
|
$760M
|
CLARIS ADVISORS, LLC / MO / |
2022 Q2
|
7/28/2022 |
44
|
$92M
|
Exchange Capital Management, Inc. |
2022 Q2
|
7/28/2022 |
158
|
$460M
|