| FORTE ASSET MANAGEMENT LLC |
2024 Q2
|
7/25/2024 |
61
|
$170 M
|
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2024 Q2
|
7/25/2024 |
77
|
$730 M
|
| First National Bank of Hutchinson |
2024 Q2
|
7/25/2024 |
159
|
$160 M
|
| RFP Financial Group LLC |
2024 Q2
|
7/25/2024 |
1,140
|
$270 M
|
| Etesian Wealth Advisors, Inc. |
2024 Q2
|
7/25/2024 |
115
|
$180 M
|
| Laurel Wealth Planning LLC |
2024 Q2
|
7/25/2024 |
51
|
$140 M
|
| Conrad N. Hilton Foundation |
2024 Q1 - RESTATEMENT
|
7/25/2024 |
5
|
$96 M
|
| CAPE ANN SAVINGS BANK |
2024 Q2
|
7/25/2024 |
86
|
$160 M
|
| Cabot-Wellington, LLC |
2024 Q2
|
7/25/2024 |
4
|
$260 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2024 Q2
|
7/25/2024 |
229
|
$1.3 B
|
| PLANNING ALTERNATIVES LTD /ADV |
2024 Q2
|
7/25/2024 |
58
|
$620 M
|
| Silvant Capital Management LLC |
2024 Q2
|
7/25/2024 |
401
|
$2.3 B
|
| BAILLIE GIFFORD & CO |
2024 Q2
|
7/25/2024 |
933
|
$130 B
|
| RPS ADVISORY SOLUTIONS LLC |
2024 Q2
|
7/25/2024 |
82
|
$110 M
|
| Ceredex Value Advisors LLC |
2024 Q2
|
7/25/2024 |
311
|
$5.3 B
|
| Cooksen Wealth, LLC |
2024 Q2
|
7/25/2024 |
44
|
$99 M
|
| Lakeshore Financial Planning, Inc. |
2024 Q2
|
7/25/2024 |
68
|
$200 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2024 Q2
|
7/25/2024 |
36
|
$140 M
|
| FULLCIRCLE WEALTH LLC |
2024 Q2
|
7/25/2024 |
167
|
$200 M
|
| MOODY LYNN & LIEBERSON, LLC |
2024 Q2
|
7/25/2024 |
235
|
$1.5 B
|
| HARBOR ADVISORY CORP /MA/ |
2024 Q2
|
7/25/2024 |
84
|
$290 M
|
| Oppenheimer & Close, LLC |
2024 Q2
|
7/25/2024 |
56
|
$110 M
|
| Miramar Fiduciary Corp |
2024 Q2
|
7/25/2024 |
4
|
$110 M
|
| Yeomans Consulting Group, Inc. |
2024 Q2
|
7/25/2024 |
90
|
$260 M
|
| Waypoint Capital Advisors, LLC |
2024 Q2
|
7/25/2024 |
121
|
$400 M
|
| Vivid Wealth Management, LLC |
2024 Q2
|
7/25/2024 |
70
|
$180 M
|
| Upper Left Wealth Management, LLC |
2024 Q2
|
7/25/2024 |
61
|
$110 M
|
| Tranquility Partners, LLC |
2024 Q2
|
7/25/2024 |
212
|
$260 M
|
| Retirement Solution LLC |
2024 Q2
|
7/25/2024 |
39
|
$370 M
|
| Shelter Ins Retirement Plan |
2024 Q2
|
7/25/2024 |
58
|
$380 M
|
| Tanager Wealth Management LLP |
2024 Q2
|
7/25/2024 |
95
|
$670 M
|
| Sterling Investment Counsel, LLC |
2024 Q2
|
7/25/2024 |
201
|
$250 M
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2024 Q2
|
7/25/2024 |
75
|
$160 M
|
| Institute for Wealth Management, LLC. |
2024 Q2
|
7/25/2024 |
505
|
$750 M
|
| Shelter Mutual Insurance Co |
2024 Q2
|
7/25/2024 |
58
|
$380 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2024 Q2
|
7/25/2024 |
383
|
$490 M
|
| Community Financial Services Group, LLC |
2024 Q2
|
7/25/2024 |
202
|
$460 M
|
| Field & Main Bank |
2024 Q2
|
7/25/2024 |
265
|
$270 M
|
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2024 Q2
|
7/25/2024 |
27
|
$140 M
|
| Pictet North America Advisors SA |
2024 Q2
|
7/25/2024 |
139
|
$920 M
|
| BANQUE PICTET & CIE SA |
2024 Q2
|
7/25/2024 |
296
|
$11 B
|
| FIRST MERCHANTS CORP |
2024 Q2
|
7/25/2024 |
517
|
$2.5 B
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2024 Q2
|
7/25/2024 |
185
|
$1.5 B
|
| Financial Guidance Group, Inc. |
2024 Q2
|
7/25/2024 |
69
|
$160 M
|
| Mn Services Vermogensbeheer B.V. |
2024 Q2
|
7/25/2024 |
491
|
$14 B
|
| Bpifrance SA |
2024 Q2
|
7/25/2024 |
5
|
$4.1 B
|
| Bank Pictet & Cie (Europe) AG |
2024 Q2
|
7/25/2024 |
154
|
$4.1 B
|
| Wesleyan Assurance Society |
2024 Q2
|
7/25/2024 |
105
|
$1.2 B
|
| Waterway Wealth Management, LLC |
2024 Q2
|
7/25/2024 |
60
|
$200 M
|
| SeaTown Holdings Pte. Ltd. |
2024 Q2
|
7/25/2024 |
13
|
$140 M
|
| Latigo Investments, LLC |
2024 Q2
|
7/24/2024 |
20
|
$200 M
|
| Value Star Asset Management (Hong Kong) Ltd |
2024 Q2
|
7/24/2024 |
18
|
$270 M
|
| Provident Co of the Employees of the Hebrew University LTD |
2024 Q2
|
7/25/2024 |
30
|
$84 M
|
| Destination Wealth Management |
2024 Q2
|
7/24/2024 |
219
|
$3.0 B
|
| North Growth Management Ltd. |
2024 Q2
|
7/24/2024 |
46
|
$510 M
|
| AMI ASSET MANAGEMENT CORP |
2024 Q2
|
7/24/2024 |
84
|
$1.9 B
|
| BANK OF STOCKTON |
2024 Q2
|
7/24/2024 |
144
|
$320 M
|
| LVZ, Inc. |
2024 Q2
|
7/24/2024 |
143
|
$730 M
|
| Pathway Financial Advisors LLC |
2024 Q2
|
7/24/2024 |
171
|
$370 M
|
| Sentry LLC |
2024 Q2
|
7/24/2024 |
125
|
$540 M
|
| Farrell Financial LLC |
2023 Q4
|
7/24/2024 |
60
|
$100 M
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2024 Q2
|
7/24/2024 |
110
|
$420 M
|
| Farrell Financial LLC |
2024 Q1
|
7/24/2024 |
71
|
$120 M
|
| Farrell Financial LLC |
2024 Q2
|
7/24/2024 |
66
|
$130 M
|
| Trust Asset Management LLC |
2024 Q2
|
7/24/2024 |
219
|
$1.2 B
|
| MCRAE CAPITAL MANAGEMENT INC |
2024 Q2
|
7/24/2024 |
92
|
$440 M
|
| Spinnaker Investment Group, LLC |
2024 Q2
|
7/24/2024 |
82
|
$360 M
|
| Sound Stewardship, LLC |
2024 Q2
|
7/24/2024 |
56
|
$160 M
|
| Secure Asset Management, LLC |
2024 Q2
|
7/24/2024 |
283
|
$530 M
|
| Sather Financial Group Inc |
2024 Q2
|
7/24/2024 |
83
|
$1.4 B
|
| Diversified, LLC |
2024 Q2
|
7/24/2024 |
232
|
$850 M
|
| Slagle Financial, LLC |
2024 Q2
|
7/24/2024 |
107
|
$200 M
|
| AVALON CAPITAL MANAGEMENT |
2024 Q2
|
7/24/2024 |
120
|
$320 M
|
| Powers Advisory Group, LLC |
2024 Q2
|
7/24/2024 |
96
|
$180 M
|
| MontVue Capital Management, Inc. |
2024 Q2
|
7/24/2024 |
59
|
$130 M
|
| Capital Wealth Alliance, LLC |
2024 Q2
|
7/24/2024 |
105
|
$180 M
|
| Marks Wealth, LLC |
2024 Q2
|
7/24/2024 |
15
|
$230 M
|
| ShoreHaven Wealth Partners, LLC |
2024 Q2
|
7/24/2024 |
78
|
$190 M
|
| L. Roy Papp & Associates, LLP |
2024 Q2
|
7/24/2024 |
172
|
$830 M
|
| Cornerstone Wealth Group, LLC |
2024 Q2
|
7/24/2024 |
252
|
$1.1 B
|
| JB Capital LLC |
2024 Q2
|
7/24/2024 |
219
|
$1.6 B
|
| Goldstein Advisors, LLC |
2024 Q2
|
7/24/2024 |
185
|
$600 M
|
| HMS Capital Management, LLC |
2024 Q2
|
7/24/2024 |
108
|
$190 M
|
| Quotient Wealth Partners, LLC |
2024 Q2
|
7/24/2024 |
303
|
$2.9 B
|
| Rezny Wealth Management, Inc. |
2024 Q2
|
7/24/2024 |
32
|
$370 M
|
| VeraBank, N.A. |
2024 Q2
|
7/24/2024 |
224
|
$320 M
|
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. |
2024 Q2
|
7/24/2024 |
216
|
$8.9 B
|
| Herold Advisors, Inc. |
2024 Q2
|
7/24/2024 |
263
|
$430 M
|
| Lebenthal Global Advisors, LLC |
2024 Q2
|
7/24/2024 |
297
|
$460 M
|
| REIK & CO., LLC |
2024 Q2
|
7/24/2024 |
72
|
$390 M
|
| Avitas Wealth Management LLC |
2024 Q2
|
7/24/2024 |
203
|
$680 M
|
| RiverVest Venture Management LLC |
2024 Q2
|
7/24/2024 |
4
|
$6.8 M
|
| Flagstone Financial Management |
2024 Q2
|
7/24/2024 |
45
|
$270 M
|
| Everhart Financial Group, Inc. |
2024 Q2
|
7/24/2024 |
293
|
$390 M
|
| Premier Path Wealth Partners, LLC |
2024 Q2
|
7/24/2024 |
367
|
$590 M
|
| CV Advisors LLC |
2024 Q2
|
7/24/2024 |
20
|
$190 M
|
| Charter Oak Capital Management, LLC |
2024 Q2
|
7/24/2024 |
182
|
$960 M
|
| Catalina Capital Group, LLC |
2024 Q2
|
7/24/2024 |
313
|
$270 M
|
| Capitol Family Office, Inc. |
2024 Q2
|
7/24/2024 |
15
|
$75 M
|
| Boyd Wealth Management, LLC |
2024 Q2
|
7/24/2024 |
44
|
$180 M
|