| 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
|
| Fort Henry Capital, LLC |
2024 Q1
|
4/19/2024 |
15
|
$140 M
|
| Insight Folios Inc |
2024 Q1
|
4/19/2024 |
120
|
$250 M
|
| RETIREMENT GUYS FORMULA LLC |
2024 Q1
|
4/19/2024 |
123
|
$210 M
|
| New Century Financial Group, LLC |
2024 Q1
|
4/19/2024 |
177
|
$140 M
|
| CONTINENTAL GENERAL INSURANCE CO |
2023 Q2
|
4/19/2024 |
14
|
$280 M
|
| Oak Harvest Investment Services |
2024 Q1
|
4/19/2024 |
118
|
$580 M
|
| Fruth Investment Management |
2024 Q1
|
4/19/2024 |
222
|
$390 M
|
| Park Edge Advisors, LLC |
2024 Q1
|
4/19/2024 |
124
|
$360 M
|
| WealthBridge Investment Counsel Inc. |
2024 Q1
|
4/19/2024 |
43
|
$270 M
|
| Financial Perspectives, Inc |
2024 Q1
|
4/19/2024 |
669
|
$260 M
|
| Powers Advisory Group, LLC |
2024 Q1
|
4/19/2024 |
94
|
$170 M
|
| MAD RIVER INVESTORS |
2024 Q1
|
4/19/2024 |
27
|
$140 M
|
| AMI ASSET MANAGEMENT CORP |
2024 Q1
|
4/19/2024 |
81
|
$2.0 B
|
| CONTINENTAL GENERAL INSURANCE CO |
2023 Q1
|
4/19/2024 |
13
|
$210 M
|
| ZRC WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/19/2024 |
480
|
$200 M
|
| RTD Financial Advisors, Inc. |
2024 Q1
|
4/19/2024 |
96
|
$740 M
|
| Spinnaker Investment Group, LLC |
2024 Q1
|
4/19/2024 |
87
|
$360 M
|
| Veery Capital, LLC |
2024 Q1
|
4/19/2024 |
96
|
$240 M
|
| GenTrust, LLC |
2024 Q1
|
4/19/2024 |
139
|
$1.6 B
|
| Teamwork Financial Advisors, LLC |
2024 Q1
|
4/19/2024 |
182
|
$650 M
|
| CONTINENTAL GENERAL INSURANCE CO |
2022 Q4
|
4/19/2024 |
8
|
$150 M
|
| Veracity Capital LLC |
2024 Q1
|
4/19/2024 |
206
|
$260 M
|
| Whelan Financial |
2024 Q1
|
4/19/2024 |
42
|
$220 M
|
| Willis Johnson & Associates, Inc. |
2024 Q1
|
4/19/2024 |
160
|
$1.2 B
|
| Marshall Financial Group LLC |
2024 Q1
|
4/19/2024 |
173
|
$350 M
|
| AMERICAN NATIONAL BANK & TRUST CO /VA/ |
2024 Q1
|
4/19/2024 |
192
|
$420 M
|
| Level Financial Advisors |
2024 Q1
|
4/19/2024 |
72
|
$220 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2024 Q1
|
4/19/2024 |
47
|
$900 M
|
| Greenfield FTC, Inc. |
2024 Q1
|
4/19/2024 |
4
|
$460 M
|
| United Capital Management of KS, Inc. |
2024 Q1
|
4/19/2024 |
80
|
$440 M
|
| Red Tortoise LLC |
2024 Q1
|
4/19/2024 |
607
|
$180 M
|
| Wallington Asset Management, LLC |
2024 Q1
|
4/19/2024 |
84
|
$640 M
|
| True Link Financial Advisors, LLC |
2024 Q1
|
4/19/2024 |
63
|
$1.0 B
|
| Community Bank & Trust, Waco, Texas |
2024 Q1
|
4/19/2024 |
142
|
$410 M
|
| ARVEST INVESTMENTS, INC. |
2024 Q1
|
4/19/2024 |
156
|
$630 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/19/2024 |
112
|
$510 M
|
| Wiser Wealth Management, Inc |
2024 Q1
|
4/19/2024 |
31
|
$300 M
|
| Meadow Creek Wealth Advisors LLC |
2024 Q1
|
4/19/2024 |
130
|
$140 M
|
| HBW ADVISORY SERVICES LLC |
2024 Q1
|
4/19/2024 |
304
|
$530 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2024 Q1
|
4/19/2024 |
66
|
$3.0 B
|
| Westside Investment Management, Inc. |
2024 Q1
|
4/19/2024 |
1,138
|
$420 M
|
| NORDEN GROUP LLC |
2024 Q1
|
4/19/2024 |
792
|
$9.0 B
|
| SANDER CAPITAL ADVISORS INC |
2024 Q1
|
4/19/2024 |
16
|
$210 M
|
| Madrona Financial Services, LLC |
2024 Q1
|
4/19/2024 |
99
|
$290 M
|
| Hudson Capital Management LLC |
2024 Q1
|
4/19/2024 |
63
|
$290 M
|
| Brickley Wealth Management |
2024 Q1
|
4/19/2024 |
45
|
$440 M
|
| Abundance Wealth Counselors |
2024 Q1
|
4/19/2024 |
137
|
$430 M
|
| DB Fitzpatrick & Co, Inc |
2024 Q1
|
4/19/2024 |
87
|
$110 M
|
| Pachira Investments Inc. |
2024 Q1
|
4/19/2024 |
44
|
$120 M
|
| Arcus Capital Partners, LLC |
2024 Q1
|
4/19/2024 |
110
|
$320 M
|
| Echo Street Capital Management LLC |
2024 Q1
|
4/19/2024 |
1
|
$0
|
| Taylor Frigon Capital Management LLC |
2024 Q1
|
4/19/2024 |
85
|
$210 M
|
| DMC Group, LLC |
2024 Q1
|
4/19/2024 |
123
|
$120 M
|
| DENALI ADVISORS LLC |
2024 Q1
|
4/19/2024 |
450
|
$340 M
|
| Mesirow Financial Investment Management, Inc. |
2024 Q1
|
4/19/2024 |
69
|
$20 M
|
| Maryland State Retirement & Pension System |
2024 Q1
|
4/19/2024 |
1,535
|
$5.0 B
|
| Kesler, Norman & Wride, LLC |
2024 Q1
|
4/19/2024 |
153
|
$470 M
|
| BetterWealth, LLC |
2024 Q1
|
4/19/2024 |
63
|
$310 M
|
| Cohen Investment Advisors LLC |
2024 Q1
|
4/19/2024 |
77
|
$150 M
|
| KWB Wealth |
2024 Q1
|
4/19/2024 |
129
|
$740 M
|
| Azarias Capital Management, L.P. |
2024 Q1
|
4/19/2024 |
23
|
$240 M
|
| FORVIS Wealth Advisors, LLC |
2024 Q1
|
4/19/2024 |
393
|
$3.9 B
|
| Mezzasalma Advisors, LLC |
2024 Q1
|
4/19/2024 |
101
|
$210 M
|
| Dean, Jacobson Financial Services, LLC |
2024 Q1
|
4/19/2024 |
13
|
$120 M
|
| Leeward Investments, LLC - MA |
2024 Q1
|
4/19/2024 |
146
|
$2.3 B
|
| Navigation Wealth Management, Inc. |
2024 Q1
|
4/19/2024 |
2
|
$250 k
|
| HORIZON BANCORP INC /IN/ |
2024 Q1 - RESTATEMENT
|
4/19/2024 |
242
|
$210 M
|
| EVERETT HARRIS & CO /CA/ |
2024 Q1
|
4/19/2024 |
268
|
$7.5 B
|
| Cornerstone Wealth Management, LLC |
2024 Q1
|
4/19/2024 |
535
|
$1.2 B
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/19/2024 |
21
|
$190 M
|
| Advisor Resource Council |
2024 Q1
|
4/19/2024 |
236
|
$240 M
|
| Kovack Advisors, Inc. |
2024 Q1
|
4/19/2024 |
472
|
$830 M
|
| Massachusetts Wealth Management |
2024 Q1
|
4/19/2024 |
91
|
$140 M
|
| Mainsail Financial Group, LLC |
2024 Q1
|
4/19/2024 |
53
|
$150 M
|
| PCG Wealth Advisors, LLC |
2024 Q1
|
4/19/2024 |
112
|
$210 M
|
| Financial Sense Advisors, Inc. |
2024 Q1
|
4/19/2024 |
117
|
$300 M
|
| Dupree Financial Group, LLC |
2024 Q1
|
4/19/2024 |
61
|
$220 M
|
| Fluent Financial, LLC |
2024 Q1
|
4/19/2024 |
85
|
$180 M
|