| ACUTE INVESTMENT ADVISORY, LLC |
2024 Q1
|
4/25/2024 |
10
|
$150 M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/25/2024 |
42
|
$230 M
|
| LECAP ASSET MANAGEMENT LTD |
2024 Q1
|
4/25/2024 |
281
|
$480 M
|
| Friedenthal Financial |
2024 Q1
|
4/25/2024 |
221
|
$160 M
|
| MTC Wealth Management LLC |
2024 Q1
|
4/25/2024 |
13
|
$220 M
|
| Members Trust Co |
2024 Q1
|
4/25/2024 |
142
|
$3.4 B
|
| nVerses Capital, LLC |
2024 Q1
|
4/25/2024 |
604
|
$42 M
|
| Canal Insurance CO |
2024 Q1
|
4/25/2024 |
95
|
$390 M
|
| NATIXIS ADVISORS, L.P. |
2024 Q1
|
4/25/2024 |
2,037
|
$43 B
|
| MONARCH CAPITAL MANAGEMENT INC/ |
2024 Q1
|
4/25/2024 |
116
|
$350 M
|
| GHP Investment Advisors, Inc. |
2024 Q1
|
4/25/2024 |
839
|
$2.0 B
|
| Eudaimonia Partners, LLC |
2024 Q1
|
4/25/2024 |
256
|
$420 M
|
| Valeo Financial Advisors, LLC |
2024 Q1 - RESTATEMENT
|
4/25/2024 |
677
|
$2.8 B
|
| EUDAIMONIA ADVISORS LLC |
2024 Q1
|
4/25/2024 |
161
|
$190 M
|
| Tilson Financial Group, Inc. |
2024 Q1
|
4/25/2024 |
69
|
$190 M
|
| Quadrature Capital Ltd |
2018 Q4 - NEW HOLDINGS
|
4/25/2024 |
1
|
$6.4 M
|
| PENN DAVIS MCFARLAND INC |
2024 Q1
|
4/25/2024 |
47
|
$640 M
|
| Quadrature Capital Ltd |
2018 Q2 - NEW HOLDINGS
|
4/25/2024 |
4
|
$2.8 M
|
| Quadrature Capital Ltd |
2018 Q1 - NEW HOLDINGS
|
4/25/2024 |
7
|
$4.7 M
|
| Quadrature Capital Ltd |
2018 Q3 - NEW HOLDINGS
|
4/25/2024 |
5
|
$24 M
|
| 25 LLC |
2024 Q1
|
4/25/2024 |
50
|
$200 M
|
| Center For Asset Management LLC |
2024 Q1
|
4/25/2024 |
100
|
$120 M
|
| BENEDICT FINANCIAL ADVISORS INC |
2024 Q1
|
4/25/2024 |
126
|
$390 M
|
| MTM Investment Management, LLC |
2024 Q1
|
4/25/2024 |
287
|
$240 M
|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND |
2024 Q1
|
4/25/2024 |
535
|
$9.0 B
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2024 Q1
|
4/25/2024 |
117
|
$270 M
|
| GFS Advisors, LLC |
2024 Q1
|
4/25/2024 |
146
|
$600 M
|
| INCOME RESEARCH & MANAGEMENT |
2024 Q1
|
4/25/2024 |
16
|
$150 M
|
| Armor Investment Advisors, LLC |
2024 Q1
|
4/25/2024 |
166
|
$210 M
|
| Klaas Financial Asset Advisors, LLC |
2024 Q1
|
4/25/2024 |
46
|
$500 M
|
| Aaron Wealth Advisors LLC |
2024 Q1
|
4/25/2024 |
309
|
$700 M
|
| Zurcher Kantonalbank (Zurich Cantonalbank) |
2024 Q1
|
4/25/2024 |
2,753
|
$29 B
|
| Seven Post Investment Office LP |
2024 Q1
|
4/25/2024 |
55
|
$410 M
|
| Aubrey Capital Management Ltd |
2024 Q1
|
4/25/2024 |
65
|
$280 M
|
| L.M. KOHN & COMPANY |
2024 Q1
|
4/25/2024 |
273
|
$360 M
|
| Grant/GrossMendelsohn, LLC |
2024 Q1
|
4/25/2024 |
130
|
$210 M
|
| Rather & Kittrell, Inc. |
2024 Q1
|
4/25/2024 |
82
|
$330 M
|
| Blue Chip Partners, LLC |
2024 Q1
|
4/25/2024 |
187
|
$1.0 B
|
| Ninety One North America, Inc. |
2024 Q1
|
4/25/2024 |
61
|
$2.1 B
|
| Ninety One SA (PTY) Ltd |
2024 Q1
|
4/25/2024 |
73
|
$690 M
|
| Ninety One UK Ltd |
2024 Q1
|
4/25/2024 |
185
|
$36 B
|
| HealthInvest Partners AB |
2024 Q1
|
4/25/2024 |
44
|
$160 M
|
| Marietta Wealth Management, LLC |
2024 Q1
|
4/25/2024 |
100
|
$610 M
|
| HERITAGE WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/25/2024 |
177
|
$200 M
|
| FIRST MERCHANTS CORP |
2024 Q1
|
4/25/2024 |
336
|
$1.3 B
|
| ARGUS INVESTORS' COUNSEL, INC. |
2024 Q1
|
4/24/2024 |
108
|
$160 M
|
| Bulltick Wealth Management, LLC |
2020 Q4
|
4/24/2024 |
105
|
$340 M
|
| Bulltick Wealth Management, LLC |
2021 Q3
|
4/24/2024 |
141
|
$440 M
|
| Bulltick Wealth Management, LLC |
2023 Q1
|
4/24/2024 |
126
|
$390 M
|
| Bulltick Wealth Management, LLC |
2023 Q3
|
4/24/2024 |
116
|
$420 M
|
| Bulltick Wealth Management, LLC |
2022 Q4
|
4/24/2024 |
137
|
$350 M
|
| Cascade Investment Advisors, Inc. |
2024 Q1
|
4/24/2024 |
115
|
$150 M
|
| Bulltick Wealth Management, LLC |
2022 Q1
|
4/24/2024 |
136
|
$440 M
|
| Bulltick Wealth Management, LLC |
2021 Q4
|
4/24/2024 |
145
|
$510 M
|
| Bulltick Wealth Management, LLC |
2021 Q1
|
4/24/2024 |
120
|
$360 M
|
| Bulltick Wealth Management, LLC |
2021 Q2
|
4/24/2024 |
139
|
$430 M
|
| Peterson Financial Group, Inc. |
2024 Q1
|
4/24/2024 |
65
|
$180 M
|
| Presidio Capital Management, LLC |
2024 Q1
|
4/24/2024 |
50
|
$140 M
|
| Randolph Co Inc |
2024 Q1
|
4/24/2024 |
45
|
$810 M
|
| Signify Wealth |
2024 Q1
|
4/24/2024 |
22
|
$60 M
|
| Smallwood Wealth Investment Management, LLC |
2024 Q1
|
4/24/2024 |
67
|
$130 M
|
| Whalen Wealth Management Inc. |
2024 Q1
|
4/24/2024 |
112
|
$130 M
|
| WestHill Financial Advisors, Inc. |
2024 Q1
|
4/24/2024 |
76
|
$410 M
|
| Bulltick Wealth Management, LLC |
2022 Q2
|
4/24/2024 |
129
|
$370 M
|
| Bulltick Wealth Management, LLC |
2023 Q2
|
4/24/2024 |
125
|
$450 M
|
| Bulltick Wealth Management, LLC |
2022 Q3
|
4/24/2024 |
120
|
$330 M
|
| Kercheville Advisors, LLC |
2024 Q1
|
4/24/2024 |
86
|
$210 M
|
| Telos Capital Management, Inc. |
2024 Q1
|
4/24/2024 |
194
|
$890 M
|
| Olistico Wealth, LLC |
2024 Q1
|
4/24/2024 |
102
|
$140 M
|
| GRACE & WHITE INC /NY |
2024 Q1
|
4/24/2024 |
135
|
$560 M
|
| Long Run Wealth Advisors, LLC |
2024 Q1
|
4/24/2024 |
95
|
$380 M
|
| HMS Capital Management, LLC |
2024 Q1
|
4/24/2024 |
107
|
$180 M
|
| Pitti Group Wealth Management, LLC |
2024 Q1
|
4/24/2024 |
61
|
$89 M
|
| Sightline Wealth Advisors, LLC |
2024 Q1
|
4/24/2024 |
76
|
$150 M
|
| Hartford Financial Management Inc. |
2024 Q1
|
4/24/2024 |
382
|
$470 M
|
| Round Rock Advisors, LLC |
2024 Q1
|
4/24/2024 |
190
|
$420 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2024 Q1
|
4/24/2024 |
81
|
$120 M
|
| True Wind Capital Management, L.P. |
2024 Q1
|
4/24/2024 |
2
|
$200 M
|
| U S GLOBAL INVESTORS INC |
2024 Q1
|
4/24/2024 |
180
|
$1.2 B
|
| MARINO, STRAM & ASSOCIATES LLC |
2024 Q1
|
4/24/2024 |
170
|
$420 M
|
| Dakota Wealth Management |
2024 Q1
|
4/24/2024 |
721
|
$4.0 B
|
| Eastover Investment Advisors LLC |
2024 Q1
|
4/24/2024 |
46
|
$200 M
|
| Arlington Capital Management, Inc. |
2024 Q1
|
4/24/2024 |
95
|
$120 M
|
| Premier Path Wealth Partners, LLC |
2024 Q1
|
4/24/2024 |
344
|
$530 M
|
| CARL STUART INVESTMENT ADVISOR, INC |
2024 Q1
|
4/24/2024 |
15
|
$150 M
|
| Tenret Co LLC |
2024 Q1
|
4/24/2024 |
30
|
$140 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2024 Q1
|
4/24/2024 |
47
|
$130 M
|
| ACORN CREEK CAPITAL LLC |
2024 Q1
|
4/24/2024 |
68
|
$160 M
|
| Hedges Asset Management LLC |
2024 Q1
|
4/24/2024 |
113
|
$140 M
|
| Greenspring Advisors, LLC |
2024 Q1
|
4/24/2024 |
83
|
$400 M
|
| Trinity Legacy Partners, LLC |
2024 Q1
|
4/24/2024 |
102
|
$340 M
|
| Demars Financial Group, LLC |
2024 Q1
|
4/24/2024 |
68
|
$200 M
|
| Fairway Wealth LLC |
2023 Q4
|
4/24/2024 |
74
|
$130 M
|
| Boyd Wealth Management, LLC |
2024 Q1
|
4/24/2024 |
42
|
$180 M
|
| Strid Group, LLC |
2024 Q1
|
4/24/2024 |
54
|
$560 M
|
| INDUSTRY VENTURES, L.L.C. |
2024 Q1
|
4/24/2024 |
6
|
$61 M
|
| Lee Financial Group Hawaii, Inc. |
2024 Q1
|
4/24/2024 |
28
|
$130 M
|
| Zullo Investment Group, Inc. |
2024 Q1
|
4/24/2024 |
154
|
$210 M
|
| Fulcrum Equity Management |
2024 Q1
|
4/24/2024 |
109
|
$85 M
|
| Family Capital Trust Co |
2024 Q1
|
4/24/2024 |
60
|
$290 M
|