| Hilton Capital Management, LLC |
2024 Q1
|
5/10/2024 |
175
|
$1.1 B
|
| CREDIT SUISSE AG/ |
2024 Q1
|
5/10/2024 |
8,330
|
$100 B
|
| American Assets Investment Management, LLC |
2024 Q1
|
5/10/2024 |
168
|
$1.1 B
|
| American Assets Capital Advisers, LLC |
2024 Q1
|
5/10/2024 |
62
|
$350 M
|
| GFI Investment Counsel Ltd. |
2024 Q1
|
5/10/2024 |
18
|
$790 M
|
| GROUP ONE TRADING, L.P. |
2024 Q1
|
5/10/2024 |
6,911
|
$26 B
|
| AIMZ Investment Advisors, LLC |
2024 Q1
|
5/10/2024 |
120
|
$270 M
|
| TD Waterhouse Canada Inc. |
2024 Q1
|
5/10/2024 |
1,771
|
$13 B
|
| TD Waterhouse Canada Inc. |
2023 Q4 - RESTATEMENT
|
5/10/2024 |
1,715
|
$11 B
|
| Longview Asset Management, LLC |
2024 Q1
|
5/10/2024 |
2
|
$8.2 B
|
| Beaton Management Co. Inc. |
2024 Q1
|
5/10/2024 |
136
|
$180 M
|
| HCC Manager LLC |
2024 Q1
|
5/10/2024 |
2
|
$170 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q4 - RESTATEMENT
|
5/10/2024 |
7
|
$190 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q3 - RESTATEMENT
|
5/10/2024 |
9
|
$180 M
|
| Rock Point Advisors, LLC |
2024 Q1
|
5/10/2024 |
107
|
$340 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q2 - RESTATEMENT
|
5/10/2024 |
9
|
$190 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q1 - RESTATEMENT
|
5/10/2024 |
9
|
$170 M
|
| Foresight Global Investors, Inc. |
2024 Q1
|
5/10/2024 |
39
|
$200 M
|
| Wilkinson Global Asset Management LLC |
2024 Q1
|
5/10/2024 |
121
|
$1.6 B
|
| Greenland Capital Management LP |
2024 Q1
|
5/10/2024 |
346
|
$900 M
|
| LPL Financial LLC |
2024 Q1
|
5/10/2024 |
4,909
|
$190 B
|
| U.S. Capital Wealth Advisors, LLC |
2024 Q1
|
5/10/2024 |
676
|
$2.6 B
|
| HCR Wealth Advisors |
2024 Q1
|
5/10/2024 |
223
|
$660 M
|
| PRINCIPAL SECURITIES, INC. |
2024 Q1
|
5/10/2024 |
3,320
|
$3.2 B
|
| SCP Investment, LP |
2024 Q1
|
5/10/2024 |
71
|
$160 M
|
| Newfoundland Capital Management |
2024 Q1
|
5/10/2024 |
3
|
$9.5 M
|
| Performa Ltd (US), LLC |
2024 Q1
|
5/10/2024 |
60
|
$230 M
|
| Encompass More Asset Management |
2024 Q1
|
5/10/2024 |
99
|
$120 M
|
| Coordinated Financial Services, Inc./CO |
2024 Q1
|
5/10/2024 |
132
|
$110 M
|
| Lakeshore Financial Planning, Inc. |
2024 Q1
|
5/10/2024 |
68
|
$200 M
|
| SITTNER & NELSON, LLC |
2024 Q1
|
5/10/2024 |
499
|
$200 M
|
| Eldridge Investment Advisors, Inc. |
2024 Q1
|
5/10/2024 |
145
|
$390 M
|
| B&D White Capital Company, LLC |
2024 Q1
|
5/10/2024 |
59
|
$450 M
|
| Rovida Advisors Inc. |
2024 Q1
|
5/10/2024 |
26
|
$290 M
|
| Kuhn & Co Investment Counsel |
2024 Q1
|
5/10/2024 |
123
|
$110 M
|
| Walnut Level Capital LLC |
2024 Q1
|
5/10/2024 |
33
|
$170 M
|
| O'Neil Global Advisors, Inc. |
2024 Q1
|
5/10/2024 |
36
|
$81 M
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
2024 Q1
|
5/10/2024 |
320
|
$1.1 B
|
| VisionPoint Advisory Group, LLC |
2024 Q1
|
5/10/2024 |
818
|
$280 M
|
| Fosse Capital Partners LLP |
2024 Q1
|
5/10/2024 |
3
|
$250 M
|
| Tieton Capital Management, LLC |
2024 Q1
|
5/10/2024 |
38
|
$190 M
|
| Capco Asset Management, LLC |
2024 Q1
|
5/10/2024 |
18
|
$420 M
|
| PRINCIPAL SECURITIES, INC. |
2023 Q4 - RESTATEMENT
|
5/10/2024 |
3,215
|
$2.7 B
|
| Herold Advisors, Inc. |
2024 Q1
|
5/10/2024 |
265
|
$410 M
|
| Rockport Wealth LLC |
2024 Q1
|
5/10/2024 |
160
|
$160 M
|
| Meridiem Investment Management Ltd. |
2024 Q1
|
5/10/2024 |
65
|
$5.1 B
|
| PEAPACK GLADSTONE FINANCIAL CORP |
2024 Q1
|
5/10/2024 |
1,179
|
$6.4 B
|
| Cahill Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
47
|
$170 M
|
| RiverGlades Family Offices LLC |
2024 Q1
|
5/10/2024 |
78
|
$130 M
|
| Scarborough Advisors, LLC |
2024 Q1
|
5/10/2024 |
420
|
$220 M
|
| Wealth Group, Ltd. |
2024 Q1
|
5/10/2024 |
148
|
$130 M
|
| Mach-1 Financial Group, LLC |
2024 Q1
|
5/10/2024 |
78
|
$130 M
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2024 Q1
|
5/10/2024 |
28
|
$570 M
|
| BURR FINANCIAL SERVICES, LLC |
2024 Q1
|
5/10/2024 |
33
|
$130 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/10/2024 |
7
|
$190 M
|
| Acuitas Investments, LLC |
2024 Q1
|
5/10/2024 |
123
|
$200 M
|
| a16z Perennial Management, L.P. |
2024 Q1
|
5/10/2024 |
43
|
$1.1 B
|
| OAK ASSOCIATES LTD /OH/ |
2024 Q1
|
5/10/2024 |
134
|
$1.4 B
|
| University of Illinois Foundation |
2024 Q1
|
5/10/2024 |
4
|
$270 M
|
| BlackRock Inc. |
2024 Q1
|
5/10/2024 |
48,325
|
$4.3 T
|
| Cannell & Spears LLC |
2024 Q1
|
5/10/2024 |
383
|
$4.8 B
|
| BOSTON FINANCIAL MANGEMENT LLC |
2024 Q1
|
5/10/2024 |
332
|
$3.1 B
|
| AR ASSET MANAGEMENT INC |
2024 Q1
|
5/10/2024 |
111
|
$410 M
|
| AIFG Consultants Ltd. |
2024 Q1
|
5/10/2024 |
45
|
$140 M
|
| ABLE Financial Group, LLC |
2024 Q1
|
5/10/2024 |
158
|
$250 M
|
| JFG Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
61
|
$370 M
|
| Johnson Financial Group, LLC |
2024 Q1
|
5/10/2024 |
37
|
$790 M
|
| JPL Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
111
|
$180 M
|
| Ascension Asset Management LLC |
2024 Q1
|
5/10/2024 |
93
|
$190 M
|
| BANK OZK |
2024 Q1
|
5/10/2024 |
278
|
$220 M
|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2024 Q1
|
5/10/2024 |
104
|
$1.8 B
|
| HALL CAPITAL MANAGEMENT CO INC |
2024 Q1
|
5/10/2024 |
98
|
$200 M
|
| WealthTrust Axiom LLC |
2024 Q1
|
5/10/2024 |
262
|
$310 M
|
| Vontobel Holding Ltd. |
2024 Q1
|
5/10/2024 |
2,490
|
$13 B
|
| Parametrica Management Ltd |
2024 Q1
|
5/10/2024 |
24
|
$69 M
|
| Financial Alternatives, Inc |
2024 Q1
|
5/10/2024 |
82
|
$130 M
|
| Ullmann Wealth Partners Group, LLC |
2024 Q1
|
5/10/2024 |
113
|
$670 M
|
| Avestar Capital, LLC |
2024 Q1
|
5/10/2024 |
462
|
$950 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2024 Q1
|
5/10/2024 |
57
|
$570 M
|
| SILVER OAK SECURITIES, Inc |
2024 Q1
|
5/10/2024 |
480
|
$650 M
|
| MMBG INVESTMENT ADVISORS CO. |
2024 Q1
|
5/10/2024 |
160
|
$950 M
|
| 12th Street Asset Management Company, LLC |
2024 Q1
|
5/10/2024 |
29
|
$580 M
|
| Indie Asset Partners, LLC |
2024 Q1
|
5/10/2024 |
86
|
$110 M
|
| Unison Asset Management LLC |
2024 Q1
|
5/10/2024 |
33
|
$190 M
|
| Mount Lucas Management LP |
2024 Q1
|
5/10/2024 |
145
|
$370 M
|
| TD Capital Management LLC |
2024 Q1
|
5/10/2024 |
415
|
$880 M
|
| Campbell & CO Investment Adviser LLC |
2024 Q1
|
5/10/2024 |
1,067
|
$1.2 B
|
| Crystalline Management Inc. |
2024 Q1
|
5/10/2024 |
91
|
$77 M
|
| Oder Investment Management, LLC |
2024 Q1
|
5/10/2024 |
90
|
$110 M
|
| COOKE & BIELER LP |
2024 Q1
|
5/10/2024 |
144
|
$11 B
|
| KEYSTONE INVESTORS PTE LTD |
2024 Q1
|
5/10/2024 |
73
|
$1.2 B
|
| Heritage Trust Co |
2024 Q1
|
5/10/2024 |
444
|
$750 M
|
| SigFig Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
127
|
$2.7 B
|
| Torray Investment Partners LLC |
2024 Q1 - RESTATEMENT
|
5/10/2024 |
92
|
$670 M
|
| Pacer Advisors, Inc. |
2024 Q1
|
5/10/2024 |
3,707
|
$43 B
|
| Kendall Capital Management |
2024 Q1
|
5/10/2024 |
210
|
$290 M
|
| Financial Advisory Group |
2024 Q1
|
5/10/2024 |
91
|
$570 M
|
| V2 Financial group LLC |
2023 Q1
|
5/10/2024 |
58
|
$140 M
|
| V2 Financial group LLC |
2023 Q2
|
5/10/2024 |
62
|
$140 M
|
| rhino investment partners, Inc |
2024 Q1
|
5/10/2024 |
22
|
$520 M
|