WRAPMANAGER INC |
2024 Q1
|
5/9/2024 |
275
|
$360 M
|
Jackson Hole Capital Partners, LLC |
2024 Q1
|
5/9/2024 |
274
|
$440 M
|
American Money Management, LLC |
2024 Q1
|
5/9/2024 |
138
|
$480 M
|
Cypress Capital Management LLC (WY) |
2024 Q1
|
5/9/2024 |
170
|
$94 M
|
Richard Bernstein Advisors LLC |
2024 Q1
|
5/9/2024 |
213
|
$4.7 B
|
OAKMONT Corp |
2024 Q1
|
5/9/2024 |
32
|
$410 M
|
CYPRESS FUNDS LLC |
2024 Q1
|
5/9/2024 |
14
|
$930 M
|
Ameraudi Asset Management, Inc. |
2024 Q1
|
5/9/2024 |
78
|
$210 M
|
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2024 Q1
|
5/9/2024 |
35
|
$290 M
|
Fractal Investments LLC |
2024 Q1
|
5/9/2024 |
81
|
$550 M
|
Alerce Investment Management, L.P. |
2024 Q1
|
5/9/2024 |
5
|
$95 M
|
Capula Management Ltd |
2024 Q1
|
5/9/2024 |
544
|
$4.2 B
|
EAGLE ASSET MANAGEMENT INC |
2024 Q1
|
5/9/2024 |
559
|
$20 B
|
GS Investments, Inc. |
2024 Q1
|
5/9/2024 |
137
|
$210 M
|
Vickerman Investment Advisors, Inc. |
2024 Q1
|
5/9/2024 |
64
|
$310 M
|
CTC Alternative Strategies, Ltd. |
2024 Q1
|
5/9/2024 |
129
|
$160 M
|
SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2024 Q1
|
5/9/2024 |
63
|
$280 M
|
Prosperitas Financial LLC |
2024 Q1
|
5/9/2024 |
57
|
$160 M
|
SS&H Financial Advisors, Inc. |
2024 Q1
|
5/9/2024 |
115
|
$240 M
|
ENTRUST GLOBAL PARTNERS L L C |
2024 Q1
|
5/9/2024 |
5
|
$150 M
|
ABS Direct Equity Fund LLC |
2024 Q1
|
5/9/2024 |
42
|
$100 M
|
Pinnacle Holdings, LLC |
2024 Q1
|
5/9/2024 |
225
|
$250 M
|
Watchman Group, Inc. |
2024 Q1
|
5/9/2024 |
83
|
$330 M
|
GREATMARK INVESTMENT PARTNERS, INC. |
2024 Q1
|
5/9/2024 |
127
|
$700 M
|
Deseret Mutual Benefit Administrators |
2024 Q1
|
5/9/2024 |
484
|
$200 M
|
Central Asset Investments & Management Holdings (HK) Ltd |
2024 Q1
|
5/9/2024 |
45
|
$120 M
|
BAKER TILLY WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/9/2024 |
414
|
$550 M
|
Obsidian Personal Planning Solutions LLC |
2024 Q1
|
5/9/2024 |
99
|
$150 M
|
MADISON ASSET MANAGEMENT, LLC |
2024 Q1
|
5/9/2024 |
330
|
$8.1 B
|
LWM Advisory Services, LLC |
2024 Q1
|
5/9/2024 |
89
|
$120 M
|
CIBC Asset Management Inc |
2024 Q1
|
5/9/2024 |
1,129
|
$29 B
|
Frank, Rimerman Advisors LLC |
2024 Q1
|
5/9/2024 |
336
|
$520 M
|
Left Brain Wealth Management, LLC |
2024 Q1
|
5/9/2024 |
70
|
$210 M
|
SIERRA SUMMIT ADVISORS LLC |
2024 Q1
|
5/9/2024 |
144
|
$370 M
|
Wealthquest Corp |
2024 Q1
|
5/9/2024 |
131
|
$930 M
|
LANDAAS & CO /WI /ADV |
2024 Q1
|
5/9/2024 |
86
|
$310 M
|
MANAGED ASSET PORTFOLIOS, LLC |
2024 Q1
|
5/9/2024 |
73
|
$690 M
|
Zega Financial, LLC |
2024 Q1
|
5/9/2024 |
102
|
$290 M
|
JBR Co Financial Management Inc |
2024 Q1
|
5/9/2024 |
96
|
$130 M
|
Elite Life Management LLC |
2024 Q1
|
5/9/2024 |
24
|
$20 M
|
Clearwater Capital Advisors, LLC |
2024 Q1
|
5/9/2024 |
158
|
$940 M
|
TTP Investments, Inc. |
2024 Q1
|
5/9/2024 |
30
|
$230 M
|
MKA Charitable Fund |
2024 Q1
|
5/9/2024 |
1
|
$290 M
|
High Ground Investment Management LLP |
2024 Q1
|
5/9/2024 |
11
|
$210 M
|
BEACON INVESTMENT ADVISORY SERVICES, INC. |
2024 Q1
|
5/9/2024 |
266
|
$2.3 B
|
HBK Sorce Advisory LLC |
2024 Q1
|
5/9/2024 |
603
|
$2.8 B
|
Midwest Professional Planners, LTD. |
2024 Q1
|
5/9/2024 |
147
|
$290 M
|
Maple Capital Management, Inc. |
2024 Q1
|
5/9/2024 |
106
|
$1.1 B
|
ZEVIN ASSET MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
83
|
$600 M
|
BP PLC |
2024 Q1
|
5/9/2024 |
2
|
$15 M
|
SCOUT INVESTMENTS, INC. |
2024 Q1
|
5/9/2024 |
193
|
$4.1 B
|
LITTLEJOHN & CO LLC |
2024 Q1
|
5/9/2024 |
35
|
$160 M
|
Martin Investment Management, LLC |
2024 Q1
|
5/9/2024 |
48
|
$410 M
|
First Eagle Investment Management, LLC |
2024 Q1
|
5/9/2024 |
532
|
$44 B
|
Kingsview Wealth Management, LLC |
2024 Q1
|
5/9/2024 |
1,153
|
$4.0 B
|
CONDOR CAPITAL MANAGEMENT |
2024 Q1
|
5/9/2024 |
185
|
$1.0 B
|
ATOMVEST Ltd |
2024 Q1
|
5/9/2024 |
3
|
$74 M
|
Orion Portfolio Solutions, LLC |
2024 Q1
|
5/9/2024 |
1,681
|
$9.3 B
|
WILKINS INVESTMENT COUNSEL INC |
2024 Q1
|
5/9/2024 |
127
|
$680 M
|
BLAIR WILLIAM & CO/IL |
2024 Q1
|
5/9/2024 |
1,787
|
$32 B
|
Monaco Asset Management SAM |
2024 Q1
|
5/9/2024 |
56
|
$330 M
|
Coho Partners, Ltd. |
2024 Q1
|
5/9/2024 |
75
|
$4.1 B
|
PICTON MAHONEY ASSET MANAGEMENT |
2024 Q1
|
5/9/2024 |
375
|
$3.3 B
|
LORD, ABBETT & CO. LLC |
2024 Q1
|
5/9/2024 |
794
|
$30 B
|
RENASANT BANK |
2024 Q1
|
5/9/2024 |
342
|
$140 M
|
PARNASSUS INVESTMENTS, LLC |
2024 Q1
|
5/9/2024 |
136
|
$47 B
|
Mirova US LLC |
2024 Q1
|
5/9/2024 |
27
|
$7.4 B
|
IAT REINSURANCE CO LTD. |
2024 Q1
|
5/9/2024 |
81
|
$220 M
|
Fisher Asset Management, LLC |
2024 Q1
|
5/9/2024 |
964
|
$210 B
|
ROBERTS GLORE & CO INC /IL/ |
2024 Q1
|
5/9/2024 |
209
|
$330 M
|
Northwest Financial Advisors |
2024 Q1
|
5/9/2024 |
5,481
|
$140 M
|
Blue Creek Capital Management Ltd |
2024 Q1
|
5/9/2024 |
6
|
$140 M
|
S&CO INC |
2024 Q1
|
5/9/2024 |
210
|
$1.4 B
|
HELIOS CAPITAL MANAGEMENT PTE. LTD |
2024 Q1
|
5/9/2024 |
49
|
$140 M
|
Summit Financial Strategies, Inc. |
2024 Q1
|
5/9/2024 |
150
|
$720 M
|
Wealth Dimensions Group, Ltd. |
2024 Q1
|
5/9/2024 |
143
|
$340 M
|
Connor, Clark & Lunn Investment Management Ltd. |
2024 Q1
|
5/9/2024 |
1,501
|
$23 B
|
PROSPECTOR PARTNERS LLC |
2024 Q1
|
5/9/2024 |
98
|
$910 M
|
ICW Investment Advisors LLC |
2024 Q1
|
5/9/2024 |
137
|
$220 M
|
NS Partners Ltd |
2024 Q1
|
5/9/2024 |
75
|
$2.2 B
|
Urban Financial Advisory Corp |
2024 Q1
|
5/9/2024 |
25
|
$160 M
|
Lebenthal Global Advisors, LLC |
2024 Q1
|
5/9/2024 |
300
|
$450 M
|
Scheer, Rowlett & Associates Investment Management Ltd. |
2024 Q1
|
5/9/2024 |
33
|
$1.4 B
|
Yelin Lapidot Holdings Management Ltd. |
2024 Q1
|
5/9/2024 |
97
|
$490 M
|
Samson Rock Capital LLP |
2024 Q1
|
5/9/2024 |
10
|
$130 M
|
Mitsubishi UFJ Asset Management Co., Ltd. |
2024 Q1
|
5/9/2024 |
1,564
|
$72 B
|
MITSUBISHI UFJ FINANCIAL GROUP INC |
2024 Q1
|
5/9/2024 |
1
|
$36 B
|
MUFG BANK, LTD. |
2024 Q1
|
5/9/2024 |
3
|
$3.5 B
|
Trivest Advisors Ltd |
2024 Q1
|
5/9/2024 |
27
|
$2.8 B
|
NetEase, Inc. |
2024 Q1
|
5/9/2024 |
2
|
$240 M
|
Callan Family Office, LLC |
2024 Q1
|
5/8/2024 |
89
|
$430 M
|
Clal Insurance Enterprises Holdings Ltd |
2024 Q1
|
5/9/2024 |
137
|
$8.9 B
|
CONCENTRIC WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/8/2024 |
136
|
$380 M
|
SageView Advisory Group, LLC |
2024 Q1
|
5/8/2024 |
578
|
$2.0 B
|
BANK OF KOREA |
2024 Q1
|
5/8/2024 |
1
|
$43 M
|
Hikari Tsushin, Inc. |
2024 Q1
|
5/8/2024 |
65
|
$1.3 B
|
Mine & Arao Wealth Creation & Management, LLC. |
2024 Q1
|
5/8/2024 |
385
|
$200 M
|
Dorsey Wright & Associates |
2024 Q1
|
5/8/2024 |
161
|
$380 M
|
WESTPAC BANKING CORP |
2024 Q1
|
5/9/2024 |
680
|
$1.3 B
|
NAN FUNG TRINITY (HK) LTD |
2024 Q1
|
5/8/2024 |
27
|
$440 M
|