Custos Family Office, LLC |
2023 Q4
|
1/16/2024 |
45
|
$190 M
|
ASSET PLANNING SERVICES INC /LA/ /ADV |
2023 Q4
|
1/16/2024 |
36
|
$160 M
|
REINHART PARTNERS, LLC. |
2023 Q4
|
1/16/2024 |
80
|
$2.3 B
|
Tributary Capital Management, LLC |
2023 Q4
|
1/16/2024 |
162
|
$1.2 B
|
GODSEY & GIBB, INC |
2023 Q4
|
1/16/2024 |
357
|
$880 M
|
AustralianSuper Pty Ltd |
2023 Q4
|
1/16/2024 |
241
|
$17 B
|
BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2023 Q4
|
1/16/2024 |
96
|
$300 M
|
Twele Capital Management, Inc. |
2023 Q4
|
1/16/2024 |
42
|
$620 M
|
SJS Investment Consulting Inc. |
2023 Q4
|
1/16/2024 |
2,042
|
$440 M
|
Carlson Capital Management |
2023 Q4
|
1/16/2024 |
205
|
$1.9 B
|
WOLFF WIESE MAGANA LLC |
2023 Q4
|
1/16/2024 |
722
|
$110 M
|
Strategic Wealth Investment Group, LLC |
2023 Q4
|
1/16/2024 |
130
|
$670 M
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2023 Q4
|
1/16/2024 |
23
|
$8.1 B
|
Bangor Savings Bank |
2023 Q4
|
1/16/2024 |
723
|
$920 M
|
Prairiewood Capital, LLC |
2023 Q4
|
1/16/2024 |
76
|
$190 M
|
Border to Coast Pensions Partnership Ltd |
2023 Q4
|
1/16/2024 |
84
|
$4.1 B
|
LBMC INVESTMENT ADVISORS, LLC |
2023 Q4
|
1/16/2024 |
164
|
$1.1 B
|
Penbrook Management LLC |
2023 Q4
|
1/16/2024 |
103
|
$150 M
|
SALEM INVESTMENT COUNSELORS INC |
2023 Q4
|
1/16/2024 |
1,110
|
$2.9 B
|
NovaPoint Capital, LLC |
2023 Q4
|
1/16/2024 |
132
|
$270 M
|
Oldfather Financial Services, LLC |
2023 Q4
|
1/16/2024 |
63
|
$220 M
|
CHICAGO TRUST Co NA |
2023 Q4
|
1/16/2024 |
493
|
$450 M
|
RICHELIEU GESTION SA |
2023 Q4
|
1/16/2024 |
76
|
$110 M
|
FIRST FINANCIAL CORP /IN/ |
2023 Q4
|
1/16/2024 |
501
|
$200 M
|
Archvest Wealth Advisors, Inc. |
2023 Q4
|
1/16/2024 |
55
|
$130 M
|
Acropolis Investment Management, LLC |
2023 Q4
|
1/16/2024 |
284
|
$1.4 B
|
VALICENTI ADVISORY SERVICES INC |
2023 Q4
|
1/16/2024 |
84
|
$330 M
|
Global Trust Asset Management, LLC |
2023 Q4
|
1/16/2024 |
469
|
$230 M
|
TSP Capital Management Group, LLC |
2023 Q4
|
1/16/2024 |
47
|
$290 M
|
HB Wealth Management, LLC |
2023 Q4
|
1/16/2024 |
787
|
$7.0 B
|
Legato Capital Management LLC |
2023 Q4
|
1/16/2024 |
566
|
$770 M
|
Compagnie Lombard Odier SCmA |
2023 Q4
|
1/16/2024 |
813
|
$5.4 B
|
Cooper Financial Group |
2023 Q4
|
1/16/2024 |
342
|
$550 M
|
Hubbell Strickland Wealth Management, LLC |
2023 Q4
|
1/16/2024 |
74
|
$180 M
|
Ayalon Insurance Comp Ltd. |
2023 Q4
|
1/16/2024 |
74
|
$280 M
|
JTC Employer Solutions Trustee Ltd |
2023 Q4
|
1/16/2024 |
349
|
$1.1 B
|
Melone Private Wealth, LLC |
2023 Q4
|
1/12/2024 |
48
|
$160 M
|
LPWM LLC |
2023 Q4
|
1/12/2024 |
70
|
$250 M
|
FINANCIAL ADVISORY PARTNERS, LLC |
2023 Q4
|
1/12/2024 |
64
|
$280 M
|
KRAEMATON INVESTMENT ADVISORS, INC |
2023 Q4
|
1/12/2024 |
81
|
$91 M
|
IAM Advisory, LLC |
2023 Q4
|
1/12/2024 |
98
|
$320 M
|
Disciplined Investments, LLC |
2023 Q4
|
1/12/2024 |
108
|
$170 M
|
Henrickson Nauta Wealth Advisors, Inc. |
2023 Q4
|
1/12/2024 |
73
|
$200 M
|
Conrad Siegel Investment Advisors, Inc. |
2023 Q4
|
1/12/2024 |
29
|
$220 M
|
Allred Capital Management, LLC |
2023 Q4
|
1/12/2024 |
166
|
$230 M
|
BAKER BOYER NATIONAL BANK |
2023 Q4
|
1/12/2024 |
79
|
$270 M
|
High Pines Wealth Management, LLC |
2023 Q4
|
1/12/2024 |
30
|
$66 M
|
HFG Advisors, Inc. |
2023 Q4
|
1/12/2024 |
103
|
$100 M
|
PATRIZIA Pty Ltd |
2023 Q4
|
1/12/2024 |
11
|
$59 M
|
Legal Advantage Investments, Inc. |
2023 Q4
|
1/12/2024 |
99
|
$170 M
|
HERBST GROUP, LLC |
2023 Q4
|
1/12/2024 |
61
|
$160 M
|
Heron Bay Capital Management |
2023 Q4
|
1/12/2024 |
93
|
$430 M
|
Archford Capital Strategies, LLC |
2023 Q4
|
1/12/2024 |
251
|
$550 M
|
Comprehensive Wealth Management, LLC |
2023 Q4
|
1/12/2024 |
31
|
$110 M
|
Kure Advisory, LLC |
2023 Q4
|
1/12/2024 |
110
|
$190 M
|
Comprehensive Wealth Management, LLC |
2023 Q3
|
1/12/2024 |
30
|
$110 M
|
Clearview Wealth Advisors LLC |
2023 Q4
|
1/12/2024 |
111
|
$86 M
|
Comprehensive Wealth Management, LLC |
2023 Q2
|
1/12/2024 |
33
|
$120 M
|
STABLEFORD CAPITAL II LLC |
2023 Q4
|
1/12/2024 |
116
|
$230 M
|
Comprehensive Wealth Management, LLC |
2023 Q1
|
1/12/2024 |
33
|
$120 M
|
STEPHENS GROUP ASSET MANAGEMENT, LLC |
2023 Q4
|
1/12/2024 |
27
|
$1.0 B
|
Hillcrest Wealth Advisors - NY, LLC |
2023 Q4
|
1/12/2024 |
45
|
$180 M
|
Burns Matteson Capital Management, LLC |
2023 Q4
|
1/12/2024 |
135
|
$140 M
|
Accurate Wealth Management, LLC |
2023 Q4
|
1/12/2024 |
273
|
$320 M
|
Yarbrough Capital, LLC |
2023 Q4
|
1/12/2024 |
203
|
$1.9 B
|
Burns Matteson Capital Management, LLC |
2023 Q3
|
1/12/2024 |
136
|
$160 M
|
Comprehensive Wealth Management, LLC |
2022 Q4
|
1/12/2024 |
32
|
$110 M
|
ATWOOD & PALMER INC |
2023 Q4
|
1/12/2024 |
402
|
$1.2 B
|
Comprehensive Wealth Management, LLC |
2022 Q3
|
1/12/2024 |
30
|
$99 M
|
SMI Advisory Services, LLC |
2023 Q4
|
1/12/2024 |
78
|
$400 M
|
PATTON FUND MANAGEMENT, INC. |
2023 Q4
|
1/12/2024 |
73
|
$450 M
|
Comprehensive Wealth Management, LLC |
2022 Q2
|
1/12/2024 |
30
|
$120 M
|
SG Americas Securities, LLC |
2023 Q4
|
1/12/2024 |
3,082
|
$11 B
|
HILLMAN CO |
2023 Q4
|
1/12/2024 |
14
|
$210 M
|
Comprehensive Wealth Management, LLC |
2022 Q1
|
1/12/2024 |
33
|
$98 M
|
Comprehensive Wealth Management, LLC |
2021 Q4
|
1/12/2024 |
21
|
$140 M
|
UDINE WEALTH MANAGEMENT, INC. |
2023 Q4
|
1/12/2024 |
20
|
$130 M
|
Mutual Advisors, LLC |
2023 Q4
|
1/12/2024 |
1,011
|
$2.9 B
|
Comprehensive Wealth Management, LLC |
2021 Q3
|
1/12/2024 |
21
|
$110 M
|
FNY Investment Advisers, LLC |
2023 Q4
|
1/12/2024 |
569
|
$90 M
|
Premier Path Wealth Partners, LLC |
2023 Q4
|
1/12/2024 |
333
|
$450 M
|
Comprehensive Wealth Management, LLC |
2021 Q2
|
1/12/2024 |
14
|
$99 M
|
GPS Wealth Strategies Group, LLC |
2023 Q4
|
1/12/2024 |
1,244
|
$550 M
|
Rosenthal | Henry Capital Advisors, Inc. |
2023 Q4
|
1/12/2024 |
39
|
$88 M
|
CGC Financial Services, LLC |
2023 Q4
|
1/12/2024 |
373
|
$220 M
|
Adams Asset Advisors, LLC |
2023 Q4
|
1/12/2024 |
75
|
$740 M
|
Sara-Bay Financial |
2023 Q4
|
1/12/2024 |
77
|
$210 M
|
Rockline Wealth Management, LLC |
2023 Q4
|
1/12/2024 |
88
|
$240 M
|
FIDELITY D & D BANCORP INC |
2023 Q4
|
1/12/2024 |
168
|
$130 M
|
AVALON CAPITAL MANAGEMENT |
2023 Q4
|
1/12/2024 |
93
|
$240 M
|
SUMMIT PARTNERS L P |
2023 Q4
|
1/12/2024 |
11
|
$2.7 B
|
Summit Financial Group, Inc. |
2023 Q4
|
1/12/2024 |
250
|
$260 M
|
Westside Investment Management, Inc. |
2023 Q4
|
1/12/2024 |
1,087
|
$390 M
|
New Hampshire Trust |
2023 Q4
|
1/12/2024 |
302
|
$420 M
|
Independent Wealth Network Inc. |
2023 Q4
|
1/12/2024 |
218
|
$190 M
|
Aikya Investment Management Ltd |
2023 Q4
|
1/12/2024 |
3
|
$220 M
|
CX Institutional |
2023 Q4
|
1/12/2024 |
524
|
$1.9 B
|
McGuire Investment Group, LLC |
2023 Q4
|
1/12/2024 |
115
|
$600 M
|
SkyOak Wealth, LLC |
2023 Q4
|
1/12/2024 |
241
|
$380 M
|
INDEPENDENT INVESTORS INC |
2023 Q4
|
1/12/2024 |
67
|
$430 M
|