| Crescent Grove Advisors, LLC |
2025 Q1
|
4/24/2025 |
264
|
$960 M
|
| TSFG, LLC |
2025 Q1
|
4/24/2025 |
857
|
$490 M
|
| MCDANIEL TERRY & CO |
2025 Q1
|
4/24/2025 |
99
|
$1.1 B
|
| TPG Advisors LLC |
2025 Q1
|
4/24/2025 |
90
|
$130 M
|
| Matisse Capital |
2025 Q1
|
4/24/2025 |
196
|
$190 M
|
| BSW Wealth Partners |
2025 Q1
|
4/24/2025 |
306
|
$660 M
|
| Shore Point Advisors, LLC |
2025 Q1
|
4/24/2025 |
66
|
$190 M
|
| TCV Trust & Wealth Management, Inc. |
2025 Q1
|
4/24/2025 |
379
|
$1.1 B
|
| JAG CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/24/2025 |
147
|
$750 M
|
| Elevated Capital Advisors, LLC |
2025 Q1
|
4/24/2025 |
252
|
$360 M
|
| Mascoma Wealth Management LLC |
2025 Q1
|
4/24/2025 |
497
|
$400 M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2025 Q1
|
4/24/2025 |
126
|
$2.9 B
|
| CM WEALTH ADVISORS LLC |
2025 Q1
|
4/24/2025 |
86
|
$310 M
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2025 Q1
|
4/24/2025 |
61
|
$1.6 B
|
| 3Chopt Investment Partners, LLC |
2025 Q1
|
4/24/2025 |
228
|
$380 M
|
| Hartmann Taylor Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
51
|
$110 M
|
| Kessler Investment Group, LLC |
2025 Q1
|
4/24/2025 |
216
|
$200 M
|
| Kingdom Financial Group LLC. |
2025 Q1
|
4/24/2025 |
45
|
$140 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/24/2025 |
41
|
$220 M
|
| U S GLOBAL INVESTORS INC |
2025 Q1
|
4/24/2025 |
170
|
$760 M
|
| Copeland Capital Management, LLC |
2025 Q1
|
4/24/2025 |
460
|
$5.0 B
|
| Gold Investment Management Ltd. |
2025 Q1
|
4/24/2025 |
216
|
$240 M
|
| St. Clair Advisors, LLC |
2025 Q1
|
4/24/2025 |
81
|
$360 M
|
| QSM Asset Management Ltd |
2025 Q1
|
4/24/2025 |
18
|
$130 M
|
| Carolina Wealth Advisors, LLC |
2025 Q1
|
4/24/2025 |
284
|
$190 M
|
| Innovative Wealth Building LLC |
2024 Q4
|
4/24/2025 |
52
|
$110 M
|
| Centerline Wealth Advisors, LLC |
2025 Q1
|
4/24/2025 |
36
|
$170 M
|
| Mirae Asset Global Investments Co., Ltd. |
2025 Q1
|
4/24/2025 |
1,871
|
$25 B
|
| Lafayette Investments, Inc. |
2025 Q1
|
4/24/2025 |
146
|
$470 M
|
| HICKS CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/24/2025 |
27
|
$75 M
|
| Klaas Financial Asset Advisors, LLC |
2025 Q1
|
4/24/2025 |
46
|
$580 M
|
| Border to Coast Pensions Partnership Ltd |
2025 Q1
|
4/24/2025 |
87
|
$4.9 B
|
| Legacy CG, LLC |
2025 Q1
|
4/24/2025 |
45
|
$310 M
|
| Artemis Investment Management LLP |
2025 Q1
|
4/24/2025 |
194
|
$6.5 B
|
| Canvas Wealth Advisors, LLC |
2025 Q1
|
4/24/2025 |
180
|
$390 M
|
| Hunter Perkins Capital Management, LLC |
2025 Q1
|
4/24/2025 |
104
|
$430 M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2025 Q1
|
4/24/2025 |
1,235
|
$6.8 B
|
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
2025 Q1
|
4/24/2025 |
67
|
$71 M
|
| Bull Street Advisors, LLC |
2025 Q1
|
4/24/2025 |
89
|
$210 M
|
| Madison Park Capital Advisors, LLC |
2025 Q1
|
4/24/2025 |
58
|
$110 M
|
| PARAGON CAPITAL MANAGEMENT INC |
2025 Q1
|
4/24/2025 |
72
|
$120 M
|
| Jaffetilchin Investment Partners, LLC |
2025 Q1
|
4/24/2025 |
403
|
$1.4 B
|
| Aspetuck Financial Management LLC |
2024 Q4
|
4/24/2025 |
201
|
$130 M
|
| Illinois Municipal Retirement Fund |
2025 Q1
|
4/24/2025 |
1,337
|
$6.9 B
|
| Old North State Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
110
|
$180 M
|
| Scott & Selber, Inc. |
2025 Q1
|
4/24/2025 |
88
|
$310 M
|
| Ashford Advisors, LLC |
2025 Q1
|
4/24/2025 |
19
|
$400 M
|
| CORNERSTONE ENTERPRISES, LLC |
2025 Q1
|
4/24/2025 |
28
|
$160 M
|
| TRANSCEND CAPITAL ADVISORS, LLC |
2025 Q1
|
4/24/2025 |
608
|
$1.4 B
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2025 Q1
|
4/24/2025 |
661
|
$10 B
|
| Corundum Trust Company, INC |
2025 Q1
|
4/24/2025 |
50
|
$35 M
|
| Cavalier Investments, LLC |
2025 Q1
|
4/24/2025 |
75
|
$290 M
|
| OAKWORTH CAPITAL, INC. |
2025 Q1
|
4/24/2025 |
833
|
$1.4 B
|
| MONEY CONCEPTS CAPITAL CORP |
2025 Q1
|
4/24/2025 |
417
|
$1.3 B
|
| RESTON WEALTH MANAGEMENT LLC |
2025 Q1
|
4/24/2025 |
49
|
$250 M
|
| ZynergyRetirementPlanningLLC |
2025 Q1
|
4/24/2025 |
115
|
$140 M
|
| Achmea Investment Management B.V. |
2025 Q1
|
4/24/2025 |
356
|
$6.9 B
|
| Philip James Wealth Mangement, LLC |
2025 Q1
|
4/24/2025 |
167
|
$820 M
|
| Quilter Plc |
2025 Q1
|
4/24/2025 |
292
|
$4.8 B
|
| Waverton Investment Management Ltd |
2025 Q1
|
4/24/2025 |
102
|
$6.5 B
|
| Wolff Financial Management LLC |
2025 Q1
|
4/24/2025 |
97
|
$360 M
|
| Canal Insurance CO |
2025 Q1
|
4/24/2025 |
89
|
$420 M
|
| Aspect Partners, LLC |
2025 Q1
|
4/24/2025 |
699
|
$170 M
|
| TRUST CO OF VERMONT |
2025 Q1
|
4/24/2025 |
1,311
|
$2.0 B
|
| Santori & Peters, Inc. |
2025 Q1
|
4/24/2025 |
64
|
$250 M
|
| TFC Financial Management, Inc. |
2025 Q1
|
4/24/2025 |
958
|
$650 M
|
| Tanager Wealth Management LLP |
2025 Q1
|
4/24/2025 |
116
|
$770 M
|
| Elite Life Management LLC |
2025 Q1
|
4/24/2025 |
27
|
$32 M
|
| Stone Summit Wealth LLC |
2025 Q1
|
4/24/2025 |
140
|
$300 M
|
| Falcon Wealth Planning |
2025 Q1
|
4/24/2025 |
163
|
$900 M
|
| Total Wealth Planning & Management, Inc. |
2025 Q1
|
4/24/2025 |
199
|
$110 M
|
| Hedges Asset Management LLC |
2025 Q1
|
4/24/2025 |
108
|
$150 M
|
| Tranquility Partners, LLC |
2025 Q1
|
4/24/2025 |
207
|
$260 M
|
| Avory & Company, LLC |
2025 Q1
|
4/24/2025 |
31
|
$150 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2025 Q1
|
4/24/2025 |
95
|
$130 M
|
| Victrix Investment Advisors |
2025 Q1
|
4/24/2025 |
95
|
$190 M
|
| Quaero Capital S.A. |
2025 Q1
|
4/24/2025 |
55
|
$70 M
|
| Park Place Capital Corp |
2025 Q1
|
4/24/2025 |
825
|
$370 M
|
| Family Investment Center, Inc. |
2025 Q1
|
4/24/2025 |
78
|
$410 M
|
| Diversified Trust Co |
2025 Q1
|
4/24/2025 |
1,101
|
$4.0 B
|
| Etesian Wealth Advisors, Inc. |
2025 Q1
|
4/24/2025 |
138
|
$230 M
|
| Alta Wealth Advisors LLC |
2025 Q1
|
4/24/2025 |
141
|
$220 M
|
| Hidden Cove Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
64
|
$130 M
|
| Beacon Financial Advisory LLC |
2025 Q1
|
4/24/2025 |
329
|
$330 M
|
| Tepp RIA, LLC |
2025 Q1
|
4/24/2025 |
27
|
$74 M
|
| Boyd Wealth Management, LLC |
2025 Q1
|
4/24/2025 |
44
|
$200 M
|
| Board of the Pension Protection Fund |
2025 Q1
|
4/24/2025 |
141
|
$88 M
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2025 Q1
|
4/24/2025 |
20
|
$8.0 B
|
| CNB Bank |
2025 Q1
|
4/24/2025 |
541
|
$200 M
|
| FIRST MERCHANTS CORP |
2025 Q1
|
4/24/2025 |
514
|
$2.5 B
|
| swisspartners Advisors Ltd |
2025 Q1
|
4/24/2025 |
23
|
$95 M
|
| Graphene Investments SAS |
2025 Q1
|
4/24/2025 |
45
|
$140 M
|
| Hikari Power Ltd |
2025 Q1
|
4/23/2025 |
60
|
$1.3 B
|
| Perpetual Ltd |
2025 Q1
|
4/24/2025 |
674
|
$8.3 B
|
| HighMark Wealth Management LLC |
2025 Q1
|
4/23/2025 |
574
|
$170 M
|
| My Personal CFO, LLC |
2025 Q1
|
4/23/2025 |
87
|
$200 M
|
| Lakewood Asset Management LLC |
2025 Q1
|
4/23/2025 |
101
|
$150 M
|
| Ocean Park Asset Management, LLC |
2025 Q1
|
4/23/2025 |
77
|
$2.8 B
|
| MFG WEALTH MANAGEMENT, INC. |
2025 Q1
|
4/23/2025 |
58
|
$100 M
|
| 4Thought Financial Group Inc. |
2025 Q1
|
4/23/2025 |
89
|
$160 M
|