| Bowman & Co S.C. |
2024 Q2
|
7/24/2024 |
99
|
$170 M
|
| Better Money Decisions, LLC |
2024 Q2
|
7/24/2024 |
65
|
$130 M
|
| BCK Partners, Inc. |
2024 Q2
|
7/24/2024 |
30
|
$190 M
|
| American Financial Advisors, LLC |
2024 Q2
|
7/24/2024 |
145
|
$700 M
|
| Alta Wealth Advisors LLC |
2024 Q2
|
7/24/2024 |
120
|
$200 M
|
| Allegiance Financial Group Advisory Services LLC |
2024 Q2
|
7/24/2024 |
72
|
$260 M
|
| Joseph P. Lucia & Associates, LLC |
2024 Q2
|
7/24/2024 |
123
|
$200 M
|
| HORIZON BANCORP INC /IN/ |
2024 Q2
|
7/24/2024 |
228
|
$210 M
|
| Cove Private Wealth, LLC |
2024 Q2
|
7/24/2024 |
75
|
$130 M
|
| Traynor Capital Management, Inc. |
2024 Q2
|
7/24/2024 |
296
|
$1.3 B
|
| Slow Capital, Inc. |
2024 Q2
|
7/24/2024 |
120
|
$620 M
|
| Transcendent Capital Group LLC |
2024 Q2
|
7/24/2024 |
433
|
$170 M
|
| Zweig-DiMenna Associates LLC |
2024 Q2
|
7/24/2024 |
76
|
$890 M
|
| Family CFO Inc |
2024 Q2
|
7/24/2024 |
64
|
$160 M
|
| Oldfather Financial Services, LLC |
2024 Q2
|
7/24/2024 |
72
|
$240 M
|
| Grove Bank & Trust |
2024 Q2
|
7/24/2024 |
626
|
$620 M
|
| Focus Financial Network, Inc. |
2019 Q4
|
7/24/2024 |
403
|
$820 M
|
| Focus Financial Network, Inc. |
2019 Q3
|
7/24/2024 |
387
|
$720 M
|
| Focus Financial Network, Inc. |
2019 Q2
|
7/24/2024 |
366
|
$680 M
|
| Focus Financial Network, Inc. |
2019 Q1
|
7/24/2024 |
361
|
$620 M
|
| ACT Advisors, LLC. |
2024 Q2
|
7/24/2024 |
48
|
$190 M
|
| Retirement Systems of Alabama |
2024 Q2
|
7/24/2024 |
941
|
$26 B
|
| Penbrook Management LLC |
2024 Q2
|
7/24/2024 |
101
|
$160 M
|
| West Oak Capital, LLC |
2024 Q2
|
7/24/2024 |
329
|
$250 M
|
| Strategic Financial Partners, Ltd. |
2024 Q2
|
7/24/2024 |
68
|
$180 M
|
| Processus Wealth & Capital Management, LLC |
2024 Q2
|
7/24/2024 |
33
|
$120 M
|
| Focus Financial Network, Inc. |
2022 Q4
|
7/24/2024 |
473
|
$1.2 B
|
| Focus Financial Network, Inc. |
2022 Q3
|
7/24/2024 |
472
|
$1.2 B
|
| Focus Financial Network, Inc. |
2022 Q2
|
7/24/2024 |
479
|
$1.2 B
|
| Planned Solutions, Inc. |
2024 Q2
|
7/24/2024 |
103
|
$210 M
|
| Focus Financial Network, Inc. |
2022 Q1
|
7/24/2024 |
506
|
$1.4 B
|
| Focus Financial Network, Inc. |
2021 Q4
|
7/24/2024 |
351
|
$680 M
|
| Focus Financial Network, Inc. |
2021 Q3
|
7/24/2024 |
402
|
$750 M
|
| Focus Financial Network, Inc. |
2021 Q2
|
7/24/2024 |
400
|
$750 M
|
| Focus Financial Network, Inc. |
2021 Q1
|
7/24/2024 |
396
|
$850 M
|
| Paladin Advisory Group, LLC |
2024 Q2
|
7/24/2024 |
225
|
$130 M
|
| Focus Financial Network, Inc. |
2020 Q4
|
7/24/2024 |
426
|
$1.1 B
|
| Focus Financial Network, Inc. |
2020 Q3
|
7/24/2024 |
437
|
$1.1 B
|
| Focus Financial Network, Inc. |
2020 Q2
|
7/24/2024 |
387
|
$900 M
|
| Focus Financial Network, Inc. |
2020 Q1
|
7/24/2024 |
359
|
$740 M
|
| Silverleafe Capital Partners, LLC |
2024 Q2
|
7/24/2024 |
79
|
$290 M
|
| White Pine Investment CO |
2024 Q2
|
7/24/2024 |
63
|
$340 M
|
| TrueWealth Advisors, LLC |
2024 Q2
|
7/24/2024 |
218
|
$270 M
|
| KEYNOTE FINANCIAL SERVICES LLC |
2024 Q2
|
7/24/2024 |
150
|
$120 M
|
| TOWER BRIDGE ADVISORS |
2024 Q2
|
7/24/2024 |
185
|
$900 M
|
| ONCE CAPITAL MANAGEMENT, LLC |
2024 Q2
|
7/24/2024 |
24
|
$270 M
|
| NICHOLAS COMPANY, INC. |
2024 Q2
|
7/24/2024 |
216
|
$6.0 B
|
| Corundum Trust Company, INC |
2024 Q2
|
7/24/2024 |
55
|
$34 M
|
| CATALYST PRIVATE WEALTH, LLC |
2024 Q2
|
7/24/2024 |
80
|
$190 M
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2024 Q2
|
7/24/2024 |
1,623
|
$47 B
|
| Eagle Ridge Investment Management |
2024 Q2
|
7/24/2024 |
138
|
$1.1 B
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2024 Q2
|
7/24/2024 |
424
|
$600 M
|
| Meredith Wealth Planning |
2024 Q2
|
7/24/2024 |
44
|
$190 M
|
| My Legacy Advisors, LLC |
2024 Q2
|
7/24/2024 |
206
|
$310 M
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2024 Q2
|
7/24/2024 |
103
|
$240 M
|
| Unique Wealth Strategies, LLC |
2024 Q2
|
7/24/2024 |
673
|
$210 M
|
| LRI Investments, LLC |
2024 Q2
|
7/24/2024 |
1,364
|
$880 M
|
| Gilliland Jeter Wealth Management LLC |
2024 Q2
|
7/24/2024 |
687
|
$300 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2024 Q2
|
7/24/2024 |
123
|
$250 M
|
| EdgeRock Capital LLC |
2024 Q2
|
7/24/2024 |
287
|
$130 M
|
| Advisory Resource Group |
2024 Q2
|
7/24/2024 |
155
|
$440 M
|
| EWA, LLC |
2024 Q2
|
7/24/2024 |
158
|
$240 M
|
| Family Firm, Inc. |
2024 Q2
|
7/24/2024 |
892
|
$450 M
|
| Baskin Financial Services Inc. |
2024 Q2
|
7/24/2024 |
47
|
$1.2 B
|
| CAPITAL INSIGHT PARTNERS, LLC |
2024 Q2
|
7/24/2024 |
157
|
$530 M
|
| McAdam, LLC |
2024 Q2
|
7/24/2024 |
320
|
$1.7 B
|
| ARGENT CAPITAL MANAGEMENT LLC |
2024 Q2
|
7/24/2024 |
155
|
$3.4 B
|
| Custos Family Office, LLC |
2024 Q2
|
7/24/2024 |
55
|
$250 M
|
| Polunin Capital Partners Ltd |
2024 Q2
|
7/24/2024 |
27
|
$590 k
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2024 Q2
|
7/24/2024 |
134
|
$2.7 B
|
| Private Wealth Group, LLC |
2024 Q2
|
7/24/2024 |
59
|
$190 M
|
| Beacon Capital Management, LLC |
2024 Q2
|
7/24/2024 |
1,053
|
$540 M
|
| MONARCH CAPITAL MANAGEMENT INC/ |
2024 Q2
|
7/24/2024 |
114
|
$340 M
|
| Tributary Capital Management, LLC |
2024 Q2
|
7/24/2024 |
214
|
$1.2 B
|
| Waypoint Wealth Partners Inc. |
2024 Q2
|
7/24/2024 |
64
|
$340 M
|
| Atlantic Union Bankshares Corp |
2024 Q2
|
7/24/2024 |
681
|
$1.6 B
|
| Bay Harbor Wealth Management, LLC |
2024 Q2
|
7/24/2024 |
168
|
$290 M
|
| Cedrus LLC |
2024 Q2
|
7/24/2024 |
154
|
$200 M
|
| Meritas Wealth Management, LLC |
2024 Q2
|
7/24/2024 |
47
|
$140 M
|
| Louisiana State Employees Retirement System |
2024 Q2
|
7/24/2024 |
1,604
|
$5.2 B
|
| Arcus Capital Partners, LLC |
2024 Q2
|
7/24/2024 |
111
|
$260 M
|
| Nationwide Fund Advisors |
2024 Q2
|
7/24/2024 |
5
|
$920 M
|
| Beaumont Financial Advisors, LLC |
2024 Q2
|
7/24/2024 |
365
|
$1.3 B
|
| NORRIS PERNE & FRENCH LLP/MI |
2024 Q2
|
7/24/2024 |
144
|
$1.4 B
|
| Rheos Capital Works Inc. |
2024 Q2
|
7/24/2024 |
98
|
$1.9 B
|
| Capital Asset Advisory Services LLC |
2024 Q2
|
7/24/2024 |
314
|
$1.8 B
|
| Pinnacle Wealth Management Group, Inc. |
2024 Q2
|
7/24/2024 |
105
|
$150 M
|
| TRUST POINT INC. |
2024 Q2
|
7/24/2024 |
608
|
$1.2 B
|
| DT Investment Partners, LLC |
2024 Q2
|
7/24/2024 |
569
|
$1.1 B
|
| Willis Investment Counsel |
2024 Q2
|
7/24/2024 |
107
|
$1.4 B
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2024 Q2
|
7/24/2024 |
8
|
$180 M
|
| BKM Wealth Management, LLC |
2024 Q2
|
7/24/2024 |
139
|
$210 M
|
| LINCLUDEN MANAGEMENT LTD |
2024 Q2
|
7/24/2024 |
72
|
$820 M
|
| Arcataur Capital Management LLC |
2024 Q2
|
7/24/2024 |
98
|
$280 M
|
| MARINER INVESTMENT GROUP LLC |
2024 Q2
|
7/24/2024 |
22
|
$460 M
|
| Trustees of Dartmouth College |
2024 Q2
|
7/24/2024 |
5
|
$550 M
|
| WestBridge Capital Management, LLC |
2024 Q2
|
7/24/2024 |
1
|
$170 M
|
| Suncoast Equity Management |
2024 Q2
|
7/24/2024 |
71
|
$900 M
|
| HT Partners LLC |
2024 Q2
|
7/24/2024 |
50
|
$280 M
|
| Family Legacy, Inc. |
2024 Q2
|
7/24/2024 |
120
|
$280 M
|