| Clare Market Investments LLC |
2020 Q3
|
2/20/2025 |
114
|
$200 M
|
| Clare Market Investments LLC |
2020 Q2
|
2/20/2025 |
85
|
$170 M
|
| Clare Market Investments LLC |
2020 Q1
|
2/20/2025 |
79
|
$120 M
|
| Clare Market Investments LLC |
2019 Q4
|
2/20/2025 |
88
|
$140 M
|
| Clare Market Investments LLC |
2019 Q3
|
2/20/2025 |
75
|
$110 M
|
| Clare Market Investments LLC |
2019 Q2
|
2/20/2025 |
102
|
$130 M
|
| Clare Market Investments LLC |
2019 Q1
|
2/20/2025 |
88
|
$120 M
|
| Clare Market Investments LLC |
2018 Q4
|
2/20/2025 |
64
|
$77 M
|
| MONTCHANIN ASSET MANAGEMENT, LLC |
2024 Q4
|
2/20/2025 |
54
|
$100 M
|
| AMIRAL GESTION |
2024 Q4
|
2/20/2025 |
30
|
$160 M
|
| Michels Family Financial, LLC |
2024 Q4
|
2/20/2025 |
121
|
$110 M
|
| Westfuller Advisors, LLC |
2024 Q1 - RESTATEMENT
|
2/20/2025 |
1
|
$0
|
| CASTLEKEEP INVESTMENT ADVISORS LLC |
2024 Q4 - RESTATEMENT
|
2/20/2025 |
83
|
$140 M
|
| Westfuller Advisors, LLC |
2024 Q4
|
2/20/2025 |
91
|
$160 M
|
| Peak Retirement Planning, Inc. |
2024 Q4
|
2/20/2025 |
96
|
$150 M
|
| Drucker Wealth 3.0, LLC |
2024 Q4 - RESTATEMENT
|
2/20/2025 |
151
|
$430 M
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2024 Q4 - RESTATEMENT
|
2/20/2025 |
38
|
$34 M
|
| WORMSER FRERES GESTION |
2024 Q4
|
2/20/2025 |
48
|
$170 M
|
| WORMSER FRERES GESTION |
2024 Q3
|
2/20/2025 |
45
|
$160 M
|
| WORMSER FRERES GESTION |
2024 Q2
|
2/20/2025 |
46
|
$150 M
|
| WORMSER FRERES GESTION |
2024 Q1
|
2/20/2025 |
42
|
$150 M
|
| WORMSER FRERES GESTION |
2023 Q4
|
2/20/2025 |
43
|
$120 M
|
| Resona Asset Management Co.,Ltd. |
2024 Q3
|
2/20/2025 |
821
|
$17 B
|
| Resona Asset Management Co.,Ltd. |
2024 Q2
|
2/20/2025 |
827
|
$17 B
|
| Resona Asset Management Co.,Ltd. |
2024 Q1
|
2/20/2025 |
834
|
$17 B
|
| Revisor Wealth Management LLC |
2024 Q4
|
2/19/2025 |
123
|
$110 M
|
| Kingstone Capital Partners Texas, LLC |
2024 Q4
|
2/19/2025 |
50
|
$120 M
|
| Jupiter Wealth Management LLC |
2024 Q4
|
2/19/2025 |
89
|
$200 M
|
| LM Asset (IM) Inc. |
2024 Q4
|
2/19/2025 |
10
|
$110 M
|
| Ball & Co Wealth Management Inc. |
2024 Q4
|
2/19/2025 |
75
|
$130 M
|
| Orin Green Financial, LLC |
2024 Q4
|
2/19/2025 |
79
|
$230 M
|
| Keystone Financial Group |
2024 Q3 - RESTATEMENT
|
2/19/2025 |
373
|
$780 M
|
| ARQ WEALTH ADVISORS, LLC |
2024 Q4
|
2/19/2025 |
100
|
$260 M
|
| DigitalBridge Group, Inc. |
2024 Q4 - RESTATEMENT
|
2/19/2025 |
155
|
$1.4 B
|
| THOR TRADING ADVISORS, LLC |
2024 Q4
|
2/19/2025 |
8
|
$110 M
|
| TORONTO DOMINION BANK |
2024 Q4 - RESTATEMENT
|
2/19/2025 |
2,700
|
$63 B
|
| AUXIER ASSET MANAGEMENT |
2024 Q4
|
2/19/2025 |
171
|
$650 M
|
| Blue Sky Capital Consultants Group, Inc. |
2024 Q4
|
2/19/2025 |
51
|
$170 M
|
| Three Cord True Wealth Management, LLC |
2024 Q4
|
2/19/2025 |
27
|
$120 M
|
| Warm Springs Advisors Inc. |
2024 Q4
|
2/19/2025 |
50
|
$110 M
|
| Formidable Asset Management, LLC |
2024 Q4
|
2/19/2025 |
377
|
$610 M
|
| Richmond Investment Services, LLC |
2024 Q4
|
2/19/2025 |
106
|
$180 M
|
| Columbia River Financial Group, LLC |
2024 Q4
|
2/19/2025 |
53
|
$150 M
|
| NORTH STAR ASSET MANAGEMENT INC |
2024 Q4
|
2/19/2025 |
415
|
$2.3 B
|
| Invst, LLC |
2024 Q4
|
2/19/2025 |
252
|
$820 M
|
| Centerstone Investors, LLC |
2024 Q4 - RESTATEMENT
|
2/19/2025 |
28
|
$110 M
|
| Charles Schwab Trust Bank |
2024 Q4
|
2/19/2025 |
1
|
$140 M
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2024 Q4
|
2/19/2025 |
65
|
$91 M
|
| Cache Advisors, LLC |
2024 Q4 - RESTATEMENT
|
2/19/2025 |
78
|
$240 M
|
| Unconventional Investor, LLC |
2024 Q4
|
2/18/2025 |
35
|
$170 M
|
| Wilson & Boucher Capital Management, LLC |
2024 Q4
|
2/18/2025 |
110
|
$140 M
|
| GF FUND MANAGEMENT CO. LTD. |
2024 Q4
|
2/18/2025 |
637
|
$4.6 B
|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
2024 Q4
|
2/18/2025 |
2,390
|
$29 B
|
| WCG Wealth Advisors LLC |
2024 Q4
|
2/18/2025 |
293
|
$1.5 B
|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
2024 Q4
|
2/18/2025 |
174
|
$850 M
|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2024 Q4
|
2/18/2025 |
229
|
$700 M
|
| PINNEY & SCOFIELD, INC. |
2024 Q4
|
2/18/2025 |
225
|
$130 M
|
| Twin Lakes Capital Management, LLC |
2024 Q4
|
2/18/2025 |
241
|
$160 M
|
| CTC Alternative Strategies, Ltd. |
2024 Q4
|
2/18/2025 |
47
|
$83 M
|
| CTC LLC |
2024 Q4
|
2/18/2025 |
282
|
$160 B
|
| ASHFORD CAPITAL MANAGEMENT INC |
2024 Q4
|
2/18/2025 |
101
|
$850 M
|
| MEKETA INVESTMENT GROUP INC /ADV |
2024 Q4
|
2/18/2025 |
33
|
$45 M
|
| Pinnacle Investment Management Ltd |
2024 Q4
|
2/18/2025 |
19
|
$140 M
|
| MPWM ADVISORY SOLUTIONS, LLC |
2024 Q4
|
2/18/2025 |
736
|
$140 M
|
| 10Elms LLP |
2024 Q4
|
2/18/2025 |
521
|
$97 M
|
| Sherwood Financial Partners, LLC |
2024 Q4
|
2/18/2025 |
7
|
$100 M
|
| Note Advisors, LLC |
2024 Q4
|
2/18/2025 |
75
|
$110 M
|
| Taylor Hoffman Capital Management LLC |
2024 Q4
|
2/18/2025 |
113
|
$280 M
|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. |
2024 Q4
|
2/18/2025 |
737
|
$490 M
|
| Drucker Wealth 3.0, LLC |
2024 Q4
|
2/18/2025 |
150
|
$420 M
|
| Glen Eagle Advisors, LLC |
2024 Q4
|
2/18/2025 |
1,114
|
$600 M
|
| Novak & Powell Financial Services, Inc. |
2024 Q4
|
2/18/2025 |
152
|
$170 M
|
| 49 WEALTH MANAGEMENT, LLC |
2024 Q4
|
2/18/2025 |
173
|
$700 M
|
| HARMONY ASSET MANAGEMENT LLC |
2024 Q4
|
2/18/2025 |
158
|
$250 M
|
| Meketa Capital, LLC |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
1
|
$0
|
| AlphaQ Advisors LLC |
2024 Q4
|
2/18/2025 |
29
|
$37 M
|
| LEGACY FINANCIAL GROUP, INC. |
2024 Q4
|
2/18/2025 |
85
|
$310 M
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2024 Q4
|
2/18/2025 |
213
|
$690 M
|
| JDM Financial Group LLC |
2024 Q4
|
2/18/2025 |
357
|
$190 M
|
| FACT Capital, LP |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
20
|
$230 M
|
| Talisman Wealth Advisors LLC |
2024 Q4
|
2/18/2025 |
103
|
$94 M
|
| Patrick Mauro Investment Advisor, INC. |
2024 Q4
|
2/18/2025 |
42
|
$180 M
|
| Repertoire Partners LP |
2024 Q4
|
2/18/2025 |
16
|
$250 M
|
| NOVEM GROUP |
2024 Q4
|
2/18/2025 |
542
|
$690 M
|
| Lantern Wealth Advisors, LLC |
2024 Q4
|
2/18/2025 |
134
|
$150 M
|
| NCM Capital Management, LLC |
2024 Q4
|
2/18/2025 |
170
|
$220 M
|
| Pinnacle Financial Group, LLC / IL |
2024 Q4
|
2/18/2025 |
84
|
$260 M
|
| White Knight Strategic Wealth Advisors, LLC |
2024 Q4
|
2/18/2025 |
109
|
$240 M
|
| Kolinsky Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
176
|
$160 M
|
| Royal Capital Wealth Management, LLC |
2024 Q4
|
2/18/2025 |
85
|
$140 M
|
| PharVision Advisers, LLC |
2024 Q4
|
2/18/2025 |
380
|
$120 M
|
| Frazier Life Sciences Management, L.P. |
2024 Q4
|
2/18/2025 |
50
|
$2.4 B
|
| Orion Capital Management LLC |
2024 Q4
|
2/18/2025 |
478
|
$230 M
|
| Focus Partners Advisor Solutions, LLC |
2024 Q4
|
2/18/2025 |
770
|
$5.9 B
|
| Continuum Advisory, LLC |
2024 Q4
|
2/18/2025 |
1,856
|
$780 M
|
| Financial Avengers, Inc. |
2024 Q4
|
2/18/2025 |
161
|
$210 M
|
| McCarthy Asset Management, Inc. |
2024 Q4
|
2/18/2025 |
25
|
$140 M
|
| DCM Advisors, LLC |
2024 Q4
|
2/18/2025 |
38
|
$210 M
|
| Two Seas Capital LP |
2024 Q4 - RESTATEMENT
|
2/18/2025 |
34
|
$1.2 B
|
| Kinloch Capital, LLC |
2024 Q4
|
2/18/2025 |
77
|
$200 M
|