| Pegasus Partners Ltd. |
2024 Q1
|
4/24/2024 |
150
|
$940 M
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/24/2024 |
726
|
$470 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2024 Q1
|
4/24/2024 |
55
|
$710 M
|
| Townsend & Associates, Inc |
2024 Q1
|
4/24/2024 |
104
|
$860 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2024 Q1
|
4/24/2024 |
90
|
$2.8 B
|
| Oceanside Advisors LLC |
2024 Q1
|
4/24/2024 |
46
|
$120 M
|
| DIAMANT ASSET MANAGEMENT, INC. |
2024 Q1
|
4/24/2024 |
73
|
$140 M
|
| Activest Wealth Management |
2024 Q1
|
4/24/2024 |
438
|
$210 M
|
| Oxler Private Wealth LLC |
2024 Q1
|
4/24/2024 |
86
|
$260 M
|
| Berkshire Bank |
2024 Q1
|
4/24/2024 |
236
|
$400 M
|
| Newbridge Financial Services Group, Inc. |
2024 Q1
|
4/24/2024 |
1,178
|
$230 M
|
| Pinnacle Wealth Management Group, Inc. |
2024 Q1
|
4/24/2024 |
109
|
$130 M
|
| CENTRAL TRUST Co |
2024 Q1
|
4/24/2024 |
1,977
|
$4.0 B
|
| V-Square Quantitative Management LLC |
2024 Q1
|
4/24/2024 |
580
|
$710 M
|
| Alta Advisers Ltd |
2024 Q1
|
4/24/2024 |
392
|
$200 M
|
| 4Thought Financial Group Inc. |
2024 Q1
|
4/24/2024 |
108
|
$150 M
|
| 1900 WEALTH MANAGEMENT LLC |
2024 Q1
|
4/24/2024 |
235
|
$1.1 B
|
| HARVEY INVESTMENT CO LLC |
2024 Q1
|
4/24/2024 |
98
|
$890 M
|
| OAK FAMILY ADVISORS, LLC |
2024 Q1
|
4/24/2024 |
120
|
$260 M
|
| Waypoint Wealth Partners Inc. |
2024 Q1
|
4/24/2024 |
71
|
$350 M
|
| Smith Anglin Financial, LLC |
2024 Q1
|
4/24/2024 |
201
|
$970 M
|
| Simplicity Wealth,LLC |
2024 Q1
|
4/24/2024 |
1,177
|
$4.2 B
|
| Archford Capital Strategies, LLC |
2024 Q1
|
4/24/2024 |
259
|
$600 M
|
| NBT BANK N A /NY |
2024 Q1
|
4/24/2024 |
1,064
|
$1.4 B
|
| First Fiduciary Investment Counsel, Inc. |
2024 Q1
|
4/24/2024 |
65
|
$480 M
|
| Polaris Capital Management, LLC |
2024 Q1
|
4/24/2024 |
92
|
$2.0 B
|
| Axim Planning & Wealth |
2024 Q1
|
4/24/2024 |
24
|
$120 M
|
| Keene & Associates, Inc. |
2024 Q1
|
4/24/2024 |
82
|
$130 M
|
| WIN ADVISORS, INC |
2024 Q1
|
4/24/2024 |
54
|
$230 M
|
| Zhang Financial LLC |
2024 Q1
|
4/24/2024 |
266
|
$1.3 B
|
| Wolff Financial Management LLC |
2024 Q1
|
4/24/2024 |
97
|
$340 M
|
| Family Legacy, Inc. |
2024 Q1
|
4/24/2024 |
119
|
$280 M
|
| Verity & Verity, LLC |
2024 Q1
|
4/24/2024 |
110
|
$880 M
|
| SOL Capital Management CO |
2024 Q1
|
4/24/2024 |
303
|
$800 M
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2024 Q1
|
4/24/2024 |
56
|
$1.2 B
|
| Landmark Wealth Management, LLC |
2024 Q1
|
4/24/2024 |
72
|
$220 M
|
| Intergy Private Wealth, LLC |
2024 Q1
|
4/24/2024 |
78
|
$240 M
|
| PRIVATE TRUST CO NA |
2024 Q1
|
4/24/2024 |
2,253
|
$930 M
|
| Elite Wealth Management, Inc. |
2024 Q1
|
4/24/2024 |
49
|
$2.8 B
|
| Lattice Capital Management, LLC |
2024 Q1
|
4/24/2024 |
21
|
$1.4 B
|
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2024 Q1
|
4/24/2024 |
476
|
$1.7 B
|
| Krilogy Financial LLC |
2024 Q1
|
4/24/2024 |
218
|
$1.3 B
|
| PSI Advisors, LLC |
2024 Q1
|
4/24/2024 |
1,623
|
$280 M
|
| BEDDOW CAPITAL MANAGEMENT INC |
2024 Q1
|
4/24/2024 |
59
|
$230 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2024 Q1
|
4/24/2024 |
202
|
$670 M
|
| Cambridge Investment Research Advisors, Inc. |
2024 Q1
|
4/24/2024 |
3,302
|
$26 B
|
| Gordian Advisors LLC |
2024 Q1
|
4/24/2024 |
29
|
$110 M
|
| Quadrature Capital Ltd |
2019 Q1 - NEW HOLDINGS
|
4/24/2024 |
5
|
$7.2 M
|
| Quadrature Capital Ltd |
2019 Q2 - NEW HOLDINGS
|
4/24/2024 |
2
|
$2.2 M
|
| Quadrature Capital Ltd |
2019 Q4 - NEW HOLDINGS
|
4/24/2024 |
49
|
$230 M
|
| Christopher J. Hasenberg, Inc |
2024 Q1
|
4/24/2024 |
110
|
$200 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2024 Q1
|
4/24/2024 |
80
|
$630 M
|
| Heirloom Wealth Management |
2024 Q1
|
4/24/2024 |
49
|
$290 M
|
| Summit Financial, LLC |
2024 Q1
|
4/24/2024 |
381
|
$1.7 B
|
| IAG Wealth Partners, LLC |
2024 Q1
|
4/24/2024 |
452
|
$470 M
|
| ALBERT D MASON INC |
2024 Q1
|
4/24/2024 |
156
|
$160 M
|
| BML Capital Management, LLC |
2024 Q1 - RESTATEMENT
|
4/24/2024 |
32
|
$150 M
|
| CALIFORNIA FIRST LEASING CORP |
2024 Q1
|
4/24/2024 |
38
|
$210 M
|
| IFG Advisors, LLC |
2024 Q1
|
4/24/2024 |
127
|
$390 M
|
| IMA Wealth, Inc. |
2024 Q1
|
4/24/2024 |
73
|
$210 M
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2024 Q1
|
4/24/2024 |
43
|
$9.5 B
|
| Buttonwood Financial Advisors Inc. |
2024 Q1
|
4/24/2024 |
103
|
$210 M
|
| First Pacific Financial |
2024 Q1
|
4/24/2024 |
423
|
$360 M
|
| PROFFITT & GOODSON INC |
2024 Q1
|
4/24/2024 |
228
|
$560 M
|
| Carmichael Hill & Associates, Inc. |
2024 Q1
|
4/24/2024 |
763
|
$250 M
|
| Parcion Private Wealth LLC |
2024 Q1
|
4/24/2024 |
278
|
$1.1 B
|
| RAYMOND JAMES TRUST CO. OF NH |
2024 Q1
|
4/24/2024 |
18
|
$10 M
|
| RAYMOND JAMES TRUST N.A. |
2024 Q1
|
4/24/2024 |
1,833
|
$4.1 B
|
| Orca Investment Management, LLC |
2024 Q1
|
4/24/2024 |
55
|
$110 M
|
| Greylin Investment Management, Inc |
2024 Q1
|
4/24/2024 |
79
|
$620 M
|
| North Ridge Wealth Advisors, Inc. |
2024 Q1
|
4/24/2024 |
40
|
$130 M
|
| KEB ASSET MANAGEMENT, LLC |
2024 Q1
|
4/24/2024 |
69
|
$290 M
|
| MFA Wealth Advisors, LLC |
2024 Q1
|
4/24/2024 |
86
|
$380 M
|
| Dechtman Wealth Management, LLC |
2024 Q1 - RESTATEMENT
|
4/24/2024 |
63
|
$430 M
|
| Freedom Day Solutions, LLC |
2024 Q1
|
4/24/2024 |
98
|
$280 M
|
| Wells Trecaso Financial Group, LLC |
2024 Q1
|
4/24/2024 |
119
|
$280 M
|
| GDS Wealth Management |
2024 Q1
|
4/24/2024 |
137
|
$850 M
|
| Ackerman Capital Advisors, LLC |
2024 Q1
|
4/24/2024 |
100
|
$360 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2024 Q1
|
4/24/2024 |
209
|
$340 M
|
| Avitas Wealth Management LLC |
2024 Q1
|
4/24/2024 |
204
|
$660 M
|
| Spire Wealth Management |
2024 Q1
|
4/24/2024 |
2,367
|
$5.5 B
|
| Costello Asset Management, INC |
2024 Q1
|
4/24/2024 |
174
|
$140 M
|
| Cubic Asset Management, LLC |
2024 Q1
|
4/24/2024 |
202
|
$420 M
|
| GPWM LLC |
2024 Q1
|
4/24/2024 |
20
|
$120 M
|
| Willis Investment Counsel |
2024 Q1
|
4/24/2024 |
107
|
$1.5 B
|
| Callahan Advisors, LLC |
2024 Q1
|
4/24/2024 |
144
|
$950 M
|
| EDMP, INC. |
2024 Q1
|
4/24/2024 |
76
|
$120 M
|
| My Personal CFO, LLC |
2024 Q1
|
4/24/2024 |
97
|
$170 M
|
| Focus Financial Network, Inc. |
2024 Q1
|
4/24/2024 |
626
|
$2.1 B
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2024 Q1
|
4/24/2024 |
3
|
$180 M
|
| SNS Financial Group, LLC |
2024 Q1
|
4/24/2024 |
288
|
$910 M
|
| Fingerlakes Wealth Management, Inc. |
2024 Q1
|
4/24/2024 |
90
|
$100 M
|
| Robeco Institutional Asset Management B.V. |
2024 Q1
|
4/24/2024 |
926
|
$46 B
|
| McCarthy Grittinger Financial Group, LLC |
2024 Q1
|
4/24/2024 |
65
|
$310 M
|
| WESPAC Advisors, LLC |
2024 Q1
|
4/24/2024 |
167
|
$170 M
|
| Clay Northam Wealth Management, LLC |
2024 Q1
|
4/24/2024 |
89
|
$120 M
|
| CROSSPOINT FINANCIAL, LLC |
2024 Q1
|
4/24/2024 |
13
|
$12 M
|
| Cardinal Point Capital Management ULC |
2024 Q1
|
4/24/2024 |
72
|
$530 M
|
| DekaBank Deutsche Girozentrale |
2024 Q1
|
4/24/2024 |
2,052
|
$54 B
|
| Beach Point Capital Management LP |
2024 Q1
|
4/24/2024 |
11
|
$290 M
|