| Windmill Hill Asset Management Ltd |
2024 Q1
|
4/22/2024 |
27
|
$280 M
|
| Accordant Advisory Group Inc |
2024 Q1
|
4/22/2024 |
199
|
$130 M
|
| New Perspectives, Inc |
2024 Q1
|
4/22/2024 |
30
|
$180 M
|
| Lakewood Asset Management LLC |
2024 Q1
|
4/22/2024 |
115
|
$150 M
|
| Westbourne Investment Advisors, Inc. |
2024 Q1
|
4/22/2024 |
89
|
$270 M
|
| Aurora Private Wealth, Inc. |
2024 Q1
|
4/22/2024 |
153
|
$120 M
|
| Solitude Financial Services |
2024 Q1
|
4/22/2024 |
36
|
$220 M
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2024 Q1
|
4/22/2024 |
160
|
$210 M
|
| Consolidated Investment Group LLC |
2024 Q1
|
4/22/2024 |
62
|
$620 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2024 Q1
|
4/22/2024 |
84
|
$530 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2024 Q1
|
4/22/2024 |
77
|
$740 M
|
| Waycross Investment Management Co |
2024 Q1
|
4/22/2024 |
56
|
$110 M
|
| Signature Wealth Management Group |
2024 Q1
|
4/22/2024 |
101
|
$220 M
|
| MBL Wealth, LLC |
2024 Q1
|
4/22/2024 |
234
|
$880 M
|
| Echo Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
43
|
$120 M
|
| Zeno Equity Partners LLP |
2024 Q1
|
4/22/2024 |
15
|
$450 M
|
| Compound Global Advisors, LLC |
2024 Q1
|
4/22/2024 |
40
|
$670 M
|
| Nicholas Hoffman & Company, LLC. |
2024 Q1
|
4/22/2024 |
291
|
$2.0 B
|
| Strategic Financial Concepts, LLC |
2024 Q1
|
4/22/2024 |
313
|
$420 M
|
| RAYMOND JAMES & ASSOCIATES |
2024 Q1
|
4/22/2024 |
3,912
|
$150 B
|
| WEALTH EFFECTS LLC |
2024 Q1
|
4/22/2024 |
217
|
$270 M
|
| REBALANCE, LLC |
2024 Q1
|
4/22/2024 |
88
|
$1.2 B
|
| MetLife Investment Management, LLC |
2023 Q4 - NEW HOLDINGS
|
4/22/2024 |
1
|
$42 k
|
| Hanson & Doremus Investment Management |
2024 Q1
|
4/22/2024 |
472
|
$580 M
|
| MetLife Investment Management, LLC |
2023 Q4 - RESTATEMENT
|
4/22/2024 |
2,823
|
$14 B
|
| HERBST GROUP, LLC |
2024 Q1
|
4/22/2024 |
63
|
$160 M
|
| Clarus Group, Inc. |
2024 Q1
|
4/22/2024 |
107
|
$140 M
|
| Raymond James Financial Services Advisors, Inc. |
2024 Q1
|
4/22/2024 |
3,385
|
$67 B
|
| Stonegate Investment Group, LLC |
2024 Q1
|
4/22/2024 |
370
|
$3.2 B
|
| Crescent Sterling, Ltd. |
2024 Q1
|
4/22/2024 |
80
|
$110 M
|
| StoneCrest Wealth Management, Inc. |
2024 Q1
|
4/22/2024 |
54
|
$120 M
|
| XXEC, Inc. |
2024 Q1
|
4/22/2024 |
23
|
$130 M
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
2024 Q1
|
4/22/2024 |
53
|
$120 M
|
| SUTTON PLACE INVESTORS LLC |
2024 Q1
|
4/22/2024 |
150
|
$200 M
|
| SAPIENT CAPITAL LLC |
2024 Q1
|
4/22/2024 |
369
|
$4.5 B
|
| Prospect Financial Services LLC |
2024 Q1
|
4/22/2024 |
73
|
$120 M
|
| WENDELL DAVID ASSOCIATES INC |
2024 Q1
|
4/22/2024 |
163
|
$990 M
|
| Gray Private Wealth, LLC |
2024 Q1
|
4/22/2024 |
37
|
$150 M
|
| Paradiem, LLC |
2024 Q1
|
4/22/2024 |
92
|
$410 M
|
| Bristlecone Advisors, LLC |
2024 Q1
|
4/22/2024 |
270
|
$1.1 B
|
| Pacific Sage Partners, LLC |
2024 Q1
|
4/22/2024 |
98
|
$390 M
|
| New World Advisors LLC |
2024 Q1
|
4/22/2024 |
69
|
$340 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2024 Q1
|
4/22/2024 |
60
|
$100 M
|
| FC Advisory LLC |
2024 Q1
|
4/22/2024 |
95
|
$270 M
|
| Transcendent Capital Group LLC |
2024 Q1
|
4/22/2024 |
338
|
$150 M
|
| MONEYWISE, INC. |
2024 Q1
|
4/22/2024 |
59
|
$180 M
|
| MBE Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
92
|
$160 M
|
| MAYPORT, LLC |
2024 Q1
|
4/22/2024 |
83
|
$260 M
|
| Hofer & Associates. Inc |
2024 Q1
|
4/22/2024 |
55
|
$120 M
|
| KENNEDY INVESTMENT GROUP |
2024 Q1
|
4/22/2024 |
121
|
$190 M
|
| Boston Trust Walden Corp |
2024 Q1
|
4/22/2024 |
585
|
$14 B
|
| Xcel Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
127
|
$320 M
|
| Relyea Zuckerberg Hanson LLC |
2024 Q1
|
4/22/2024 |
236
|
$570 M
|
| Greenhouse Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
59
|
$130 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/22/2024 |
48
|
$59 M
|
| Cottage Street Advisors LLC |
2024 Q1
|
4/22/2024 |
91
|
$170 M
|
| GERBER, LLC |
2024 Q1
|
4/22/2024 |
100
|
$120 M
|
| COERENTE CAPITAL MANAGEMENT |
2024 Q1
|
4/22/2024 |
45
|
$530 M
|
| Genesee Capital Advisors, LLC |
2024 Q1
|
4/22/2024 |
122
|
$180 M
|
| OxenFree Capital LLC |
2024 Q1
|
4/22/2024 |
41
|
$110 M
|
| EVERPAR ADVISORS LLC |
2024 Q1
|
4/22/2024 |
232
|
$160 M
|
| BTS Asset Management, Inc. |
2024 Q1
|
4/22/2024 |
36
|
$120 M
|
| Essex Private Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
33
|
$35 M
|
| Eagle Bluffs Wealth Management LLC |
2024 Q1
|
4/22/2024 |
69
|
$160 M
|
| Cassia Capital Partners, LLC |
2024 Q1
|
4/22/2024 |
62
|
$150 M
|
| Courant Investment Management LLC |
2024 Q1
|
4/22/2024 |
9
|
$120 M
|
| Berry Wealth Group, LP |
2024 Q1
|
4/22/2024 |
84
|
$120 M
|
| Strategies Wealth Advisors, LLC |
2024 Q1
|
4/22/2024 |
98
|
$650 M
|
| BEACON FINANCIAL PLANNING, INC |
2024 Q1
|
4/22/2024 |
36
|
$140 M
|
| Hendershot Investments Inc. |
2024 Q1
|
4/22/2024 |
131
|
$700 M
|
| Carmel Capital Management L.L.C. |
2024 Q1
|
4/22/2024 |
30
|
$240 M
|
| GraniteShares Advisors LLC |
2024 Q1
|
4/22/2024 |
92
|
$190 M
|
| NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd |
2024 Q1
|
4/22/2024 |
2
|
$10 M
|
| IFM Investors Pty Ltd |
2024 Q1
|
4/22/2024 |
624
|
$9.2 B
|
| Essex Savings Bank |
2024 Q1
|
4/22/2024 |
500
|
$340 M
|
| Physician Wealth Solutions Inc. |
2024 Q1
|
4/22/2024 |
38
|
$120 M
|
| IDG Technology Venture Investment IV, LLC |
2024 Q1
|
4/22/2024 |
3
|
$89 M
|
| IDG China Venture Capital Fund V Associates L.P. |
2024 Q1
|
4/22/2024 |
1
|
$120 M
|
| IDG China Venture Capital Fund IV Associates L.P. |
2024 Q1
|
4/22/2024 |
4
|
$440 M
|
| Wind River Trust Co |
2024 Q1
|
4/22/2024 |
9
|
$270 M
|
| Benchmark Financial Wealth Advisors, LLC |
2024 Q1
|
4/22/2024 |
90
|
$260 M
|
| Strategic Financial Planning, Inc. |
2024 Q1
|
4/22/2024 |
36
|
$130 M
|
| American Institute for Advanced Investment Management, LLP |
2024 Q1
|
4/22/2024 |
128
|
$130 M
|
| SeaTown Holdings Pte. Ltd. |
2024 Q1
|
4/22/2024 |
23
|
$160 M
|
| Kaye Capital Management |
2024 Q1
|
4/19/2024 |
34
|
$230 M
|
| WEALTH MANAGEMENT RESOURCES, INC. |
2024 Q1
|
4/19/2024 |
40
|
$230 M
|
| AMARILLO NATIONAL BANK |
2024 Q1
|
4/19/2024 |
163
|
$540 M
|
| Tempus Wealth Planning, LLC |
2024 Q1
|
4/19/2024 |
191
|
$230 M
|
| Core Wealth Partners LLC |
2024 Q1
|
4/19/2024 |
139
|
$130 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/19/2024 |
44
|
$210 M
|
| NDWM LLC |
2024 Q1
|
4/19/2024 |
32
|
$110 M
|
| Accel Wealth Management |
2024 Q1
|
4/19/2024 |
227
|
$240 M
|
| RBA Wealth Management, LLC |
2024 Q1
|
4/19/2024 |
91
|
$250 M
|
| Legacy Wealth Asset Management, LLC |
2024 Q1
|
4/19/2024 |
344
|
$360 M
|
| Uncommon Cents Investing LLC |
2024 Q1
|
4/19/2024 |
185
|
$330 M
|
| Wealthstar Advisors, LLC |
2024 Q1
|
4/19/2024 |
132
|
$290 M
|
| First Trust Direct Indexing L.P. |
2024 Q1
|
4/19/2024 |
806
|
$1.3 B
|
| CONTINENTAL GENERAL INSURANCE CO |
2023 Q4
|
4/19/2024 |
5
|
$230 M
|
| CONTINENTAL GENERAL INSURANCE CO |
2023 Q3
|
4/19/2024 |
11
|
$320 M
|
| FCG Investment Co |
2024 Q1
|
4/19/2024 |
100
|
$130 M
|