| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2017 Q4 - RESTATEMENT
|
10/4/2024 |
958
|
$8.7 B
|
| COLLECTIVE FAMILY OFFICE LLC |
2024 Q3
|
10/4/2024 |
172
|
$370 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q1 - RESTATEMENT
|
10/4/2024 |
940
|
$9.7 B
|
| Quent Capital, LLC |
2024 Q3
|
10/4/2024 |
1,364
|
$990 M
|
| Trivant Custom Portfolio Group, LLC |
2024 Q3
|
10/4/2024 |
174
|
$170 M
|
| Corrigan Financial, Inc. |
2024 Q3
|
10/4/2024 |
53
|
$440 M
|
| Sowell Financial Services LLC |
2024 Q3
|
10/4/2024 |
530
|
$2.2 B
|
| HBW ADVISORY SERVICES LLC |
2024 Q3
|
10/4/2024 |
362
|
$680 M
|
| BURNS J W & CO INC/NY |
2024 Q3
|
10/4/2024 |
186
|
$770 M
|
| Stairway Partners, LLC |
2024 Q3
|
10/4/2024 |
18
|
$1.6 B
|
| LL Funds, LLC |
2024 Q3
|
10/4/2024 |
2
|
$27 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q2 - RESTATEMENT
|
10/4/2024 |
928
|
$11 B
|
| Silverberg Bernstein Capital Management LLC |
2024 Q3
|
10/4/2024 |
52
|
$110 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q3 - RESTATEMENT
|
10/4/2024 |
999
|
$12 B
|
| CULLEN INVESTMENT GROUP, LTD. |
2024 Q3
|
10/4/2024 |
182
|
$670 M
|
| Bard Financial Services, Inc. |
2024 Q3
|
10/4/2024 |
187
|
$480 M
|
| Ridgewood Investments LLC |
2024 Q3
|
10/4/2024 |
743
|
$200 M
|
| ZRC WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/4/2024 |
479
|
$230 M
|
| Waycross Investment Management Co |
2024 Q3
|
10/4/2024 |
49
|
$110 M
|
| SYQUANT CAPITAL SAS |
2024 Q3
|
10/4/2024 |
5
|
$27 k
|
| WRIGHT INVESTORS SERVICE INC |
2024 Q3
|
10/4/2024 |
217
|
$380 M
|
| HFG Wealth Management, LLC |
2024 Q3
|
10/4/2024 |
40
|
$160 M
|
| waypoint wealth counsel |
2024 Q3
|
10/4/2024 |
157
|
$150 M
|
| CHEMUNG CANAL TRUST CO |
2024 Q3
|
10/4/2024 |
218
|
$490 M
|
| RJA Asset Management LLC |
2024 Q3
|
10/4/2024 |
4
|
$390 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/4/2024 |
40
|
$140 M
|
| Grandview Asset Management LLC |
2024 Q3
|
10/4/2024 |
64
|
$170 k
|
| First International Bank & Trust |
2024 Q3
|
10/4/2024 |
104
|
$310 M
|
| Handelsbanken Fonder AB |
2024 Q3
|
10/4/2024 |
1,522
|
$25 M
|
| Red Spruce Capital, LLC |
2024 Q3
|
10/4/2024 |
83
|
$220 M
|
| Lind Value II ApS |
2024 Q3
|
10/4/2024 |
4
|
$230 M
|
| MRA Advisory Group |
2024 Q3
|
10/3/2024 |
119
|
$180 M
|
| GP Brinson Investments LLC |
2024 Q3
|
10/3/2024 |
16
|
$240 M
|
| Franchise Capital Ltd |
2024 Q3
|
10/3/2024 |
10
|
$280 M
|
| GuoLine Advisory Pte Ltd |
2024 Q3
|
10/3/2024 |
21
|
$980 M
|
| LifePlan Financial, LLC |
2024 Q3
|
10/3/2024 |
88
|
$120 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q4 - RESTATEMENT
|
10/3/2024 |
968
|
$9.8 B
|
| Marotta Asset Management |
2024 Q3
|
10/3/2024 |
111
|
$510 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q1 - RESTATEMENT
|
10/3/2024 |
860
|
$11 B
|
| Stephens Group, LLC |
2024 Q3
|
10/3/2024 |
3
|
$190 M
|
| Sterneck Capital Management, LLC |
2024 Q3
|
10/3/2024 |
96
|
$180 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2024 Q3
|
10/3/2024 |
335
|
$1.1 B
|
| Single Point Partners, LLC |
2024 Q3
|
10/3/2024 |
34
|
$63 k
|
| FARMERS TRUST CO |
2024 Q3
|
10/3/2024 |
191
|
$540 M
|
| Meritas Wealth Management, LLC |
2024 Q3
|
10/3/2024 |
50
|
$160 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q2 - RESTATEMENT
|
10/3/2024 |
1,057
|
$13 B
|
| Johnson & White Wealth Management, LLC |
2024 Q3
|
10/3/2024 |
54
|
$120 k
|
| PARK AVENUE SECURITIES LLC |
2024 Q3
|
10/3/2024 |
1,379
|
$8.9 M
|
| Wiser Wealth Management, Inc |
2024 Q3
|
10/3/2024 |
49
|
$350 M
|
| Somnio Financial Group, LLC |
2024 Q3
|
10/3/2024 |
13
|
$120 M
|
| Alpha Omega Wealth Management LLC |
2024 Q3
|
10/3/2024 |
205
|
$540 M
|
| Trinity Financial Advisors LLC |
2024 Q3
|
10/3/2024 |
83
|
$220 M
|
| Trust Co |
2024 Q3
|
10/3/2024 |
394
|
$830 M
|
| LILLY ENDOWMENT INC |
2024 Q3
|
10/3/2024 |
1
|
$86 B
|
| Dominguez Wealth Management Solutions, Inc. |
2024 Q3
|
10/3/2024 |
61
|
$140 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q3 - RESTATEMENT
|
10/3/2024 |
828
|
$13 B
|
| Apella Capital, LLC |
2024 Q3
|
10/3/2024 |
320
|
$2.4 B
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2024 Q3
|
10/3/2024 |
142
|
$880 k
|
| Delta Financial Group, Inc. |
2024 Q3
|
10/3/2024 |
138
|
$270 k
|
| Deane Retirement Strategies, Inc. |
2024 Q3
|
10/3/2024 |
73
|
$210 M
|
| Monterey Private Wealth, Inc. |
2024 Q3
|
10/3/2024 |
124
|
$290 M
|
| CJM Wealth Advisers, Ltd. |
2024 Q3
|
10/3/2024 |
69
|
$290 M
|
| Granite Bay Wealth Management, LLC |
2024 Q3
|
10/3/2024 |
44
|
$180 k
|
| Capital Market Strategies LLC |
2024 Q3
|
10/3/2024 |
152
|
$170 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q4 - RESTATEMENT
|
10/3/2024 |
707
|
$10 B
|
| SG Americas Securities, LLC |
2024 Q3
|
10/3/2024 |
3,400
|
$28 M
|
| PRIVATE CLIENT SERVICES, LLC |
2024 Q3
|
10/3/2024 |
169
|
$190 M
|
| Duncan Williams Asset Management, LLC |
2024 Q3
|
10/3/2024 |
129
|
$180 M
|
| Exome Asset Management LLC |
2024 Q2 - RESTATEMENT
|
10/3/2024 |
52
|
$110 M
|
| First Citizens Financial Corp |
2024 Q3
|
10/3/2024 |
123
|
$190 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2024 Q3
|
10/3/2024 |
739
|
$930 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2024 Q3
|
10/3/2024 |
76
|
$430 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2020 Q1 - RESTATEMENT
|
10/3/2024 |
458
|
$2.2 B
|
| Abacus Wealth Partners, LLC |
2024 Q3
|
10/3/2024 |
93
|
$670 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2023 Q3 - RESTATEMENT
|
10/3/2024 |
97
|
$1.0 B
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2023 Q4 - RESTATEMENT
|
10/3/2024 |
97
|
$1.2 B
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2020 Q2 - RESTATEMENT
|
10/3/2024 |
97
|
$940 M
|
| ROCKLAND TRUST CO |
2024 Q3
|
10/3/2024 |
496
|
$2.0 B
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/3/2024 |
71
|
$500 M
|
| Pacific Wealth Management |
2024 Q3
|
10/3/2024 |
19
|
$220 M
|
| Curbstone Financial Management Corp |
2024 Q3
|
10/3/2024 |
196
|
$470 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2024 Q2
|
10/3/2024 |
64
|
$180 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2024 Q1
|
10/3/2024 |
64
|
$170 M
|
| Spinnaker Capital LTD |
2024 Q3
|
10/3/2024 |
1
|
$0
|
| Spinnaker Capital LTD |
2024 Q2
|
10/3/2024 |
1
|
$0
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2023 Q4
|
10/3/2024 |
56
|
$140 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2022 Q4
|
10/3/2024 |
47
|
$110 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2021 Q4
|
10/3/2024 |
50
|
$110 M
|
| Prysm Capital, L.P. |
2024 Q3
|
10/3/2024 |
1
|
$8.7 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2020 Q3 - RESTATEMENT
|
10/3/2024 |
88
|
$1.0 B
|
| UNIQUE WEALTH, LLC |
2024 Q3
|
10/3/2024 |
121
|
$440 M
|
| Czech National Bank |
2024 Q3
|
10/3/2024 |
504
|
$9.9 B
|
| AMF Tjanstepension AB |
2024 Q3
|
10/3/2024 |
231
|
$14 B
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/2/2024 |
108
|
$130 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2020 Q4 - RESTATEMENT
|
10/2/2024 |
87
|
$1.3 B
|
| VERITY Wealth Advisors |
2024 Q3
|
10/2/2024 |
73
|
$140 M
|
| Greenfield FTC, Inc. |
2024 Q3
|
10/2/2024 |
3
|
$460 M
|
| Brightwater Advisory LLC |
2024 Q1
|
10/2/2024 |
56
|
$120 M
|
| DAILY JOURNAL CORP |
2024 Q2
|
10/2/2024 |
4
|
$180 M
|
| Praetorian Wealth Management, Inc. |
2024 Q3
|
10/2/2024 |
37
|
$400 M
|