| KELLOGG W K FOUNDATION TRUST |
2024 Q1
|
4/29/2024, 03:21 PM |
2
|
$3.24B
|
| COMMONWEALTH EQUITY SERVICES, LLC |
2024 Q1
|
4/29/2024, 03:14 PM |
3964
|
$60.1B
|
| MCDANIEL TERRY & CO |
2024 Q1
|
4/29/2024, 03:11 PM |
102
|
$1.12B
|
| FAS Wealth Partners, Inc. |
2024 Q1
|
4/29/2024, 03:10 PM |
443
|
$1.13B
|
| Field & Main Bank |
2024 Q1
|
4/29/2024, 03:09 PM |
248
|
$257M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2024 Q1
|
4/29/2024, 03:02 PM |
439
|
$278M
|
| American Capital Advisory, LLC |
2024 Q1
|
4/29/2024, 03:00 PM |
272
|
$67.2M
|
| TOWER BRIDGE ADVISORS |
2024 Q1
|
4/29/2024, 02:59 PM |
198
|
$983M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2024 Q1
|
4/29/2024, 02:57 PM |
143
|
$1.2B
|
| Trustees of Dartmouth College |
2024 Q1
|
4/29/2024, 02:55 PM |
4
|
$504M
|
| Crescent Grove Advisors, LLC |
2024 Q1
|
4/29/2024, 02:54 PM |
297
|
$951M
|
| PBMares Wealth Management LLC |
2024 Q1
|
4/29/2024, 02:42 PM |
177
|
$383M
|
| RWA WEALTH PARTNERS, LLC |
2024 Q1
|
4/29/2024, 02:28 PM |
534
|
$7.43B
|
| Kensington Asset Management, LLC |
2024 Q1
|
4/29/2024, 02:16 PM |
23
|
$2B
|
| Archvest Wealth Advisors, Inc. |
2024 Q1
|
4/29/2024, 02:14 PM |
58
|
$141M
|
| YARGER WEALTH STRATEGIES, LLC |
2024 Q1
|
4/29/2024, 02:11 PM |
78
|
$147M
|
| WEALTHSPAN PARTNERS, LLC |
2024 Q1
|
4/29/2024, 02:09 PM |
97
|
$170M
|
| Verde Servicos Internacionais S.A. |
2024 Q1
|
4/29/2024, 02:08 PM |
29
|
$269M
|
| Phillips Wealth Planners LLC |
2024 Q1
|
4/29/2024, 02:07 PM |
174
|
$87M
|
| M Financial Asset Management, Inc. |
2024 Q1
|
4/29/2024, 02:00 PM |
9
|
$35.9M
|
| UNIONVIEW, LLC |
2024 Q1
|
4/29/2024, 01:58 PM |
92
|
$121M
|
| HAZLETT, BURT & WATSON, INC. |
2024 Q1
|
4/29/2024, 01:52 PM |
580
|
$93.9M
|
| OFI INVEST ASSET MANAGEMENT |
2024 Q1
|
4/29/2024, 01:49 PM |
262
|
$3.36B
|
| Renaissance Investment Group LLC |
2024 Q1
|
4/29/2024, 01:44 PM |
86
|
$436M
|
| Privium Fund Management (UK) Ltd |
2024 Q1
|
4/29/2024, 01:40 PM |
88
|
$202M
|
| STOCK YARDS BANK & TRUST CO |
2024 Q1
|
4/29/2024, 01:39 PM |
392
|
$3.02B
|
| Claret Asset Management Corp |
2024 Q1
|
4/29/2024, 01:36 PM |
212
|
$595M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2024 Q1
|
4/29/2024, 01:33 PM |
196
|
$252M
|
| Diversified Investment Strategies, LLC |
2024 Q1 - RESTATEMENT
|
4/29/2024, 01:32 PM |
49
|
$149M
|
| Perigon Wealth Management, LLC |
2024 Q1
|
4/29/2024, 01:27 PM |
853
|
$3.3B
|
| Navis Wealth Advisors, LLC |
2024 Q1
|
4/29/2024, 01:23 PM |
95
|
$82.6M
|
| Hutchens & Kramer Investment Management Group, LLC |
2024 Q1
|
4/29/2024, 01:19 PM |
149
|
$169M
|
| Valtinson Bruner Financial Planning LLC |
2024 Q1
|
4/29/2024, 01:18 PM |
120
|
$227M
|
| Mayflower Financial Advisors, LLC |
2024 Q1
|
4/29/2024, 01:18 PM |
345
|
$587M
|
| SkyOak Wealth, LLC |
2024 Q1
|
4/29/2024, 01:17 PM |
248
|
$418M
|
| WASHINGTON UNIVERSITY |
2024 Q1
|
4/29/2024, 01:16 PM |
5
|
$270M
|
| Madison Wealth Partners, Inc |
2024 Q1
|
4/29/2024, 01:16 PM |
124
|
$276M
|
| M3 Advisory Group, LLC |
2024 Q1
|
4/29/2024, 01:12 PM |
132
|
$110M
|
| FIRST UNITED BANK & TRUST |
2024 Q1
|
4/29/2024, 01:11 PM |
413
|
$270M
|
| Lakeridge Wealth Management LLC |
2024 Q1
|
4/29/2024, 01:10 PM |
134
|
$154M
|
| Kailix Advisors LLC |
2024 Q1
|
4/29/2024, 01:06 PM |
7
|
$171M
|
| Independent Family Office, LLC |
2024 Q1
|
4/29/2024, 01:04 PM |
73
|
$186M
|
| Investment Advisory Group, LLC |
2024 Q1
|
4/29/2024, 01:01 PM |
158
|
$242M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/29/2024, 01:01 PM |
151
|
$3.43B
|
| HTG Investment Advisors, Inc. |
2024 Q1
|
4/29/2024, 12:58 PM |
61
|
$172M
|
| GHE, LLC |
2024 Q1
|
4/29/2024, 12:52 PM |
53
|
$216M
|
| Soltis Investment Advisors LLC |
2024 Q1
|
4/29/2024, 12:50 PM |
296
|
$936M
|
| FMA Wealth Management, LLC |
2024 Q1
|
4/29/2024, 12:49 PM |
39
|
$120M
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2024 Q1
|
4/29/2024, 12:48 PM |
181
|
$1.3B
|
| FFG RETIREMENT ADVISORS LLC |
2024 Q1
|
4/29/2024, 12:47 PM |
45
|
$142M
|
| Erickson Financial Group, LLC |
2024 Q1
|
4/29/2024, 12:45 PM |
23
|
$128M
|
| Ergawealth Advisors, Inc. |
2024 Q1
|
4/29/2024, 12:43 PM |
60
|
$182M
|
| Tower View Wealth Management LLC |
2024 Q1
|
4/29/2024, 12:43 PM |
190
|
$171M
|
| TERRIL BROTHERS, INC. |
2024 Q1
|
4/29/2024, 12:42 PM |
61
|
$291M
|
| DOVER ADVISORS, LLC |
2024 Q1
|
4/29/2024, 12:40 PM |
113
|
$146M
|
| COREPATH WEALTH PARTNERS LLC |
2024 Q1
|
4/29/2024, 12:34 PM |
20
|
$89.7M
|
| C2C Wealth Management, LLC |
2024 Q1
|
4/29/2024, 12:32 PM |
85
|
$101M
|
| DRAVO BAY LLC |
2024 Q1
|
4/29/2024, 12:30 PM |
48
|
$168M
|
| Birchcreek Wealth Management, LLC |
2024 Q1
|
4/29/2024, 12:28 PM |
156
|
$190M
|
| Lakeside Advisors, INC. |
2024 Q1
|
4/29/2024, 12:28 PM |
63
|
$156M
|
| Braun-Bostich & Associates Inc. |
2024 Q1
|
4/29/2024, 12:25 PM |
125
|
$119M
|
| Cable Hill Partners, LLC |
2024 Q1
|
4/29/2024, 12:23 PM |
92
|
$814M
|
| Bull Street Advisors, LLC |
2024 Q1
|
4/29/2024, 12:12 PM |
92
|
$209M
|
| Troy Asset Management Ltd |
2024 Q1
|
4/29/2024, 12:04 PM |
31
|
$3.23B
|
| Caprock Group, LLC |
2024 Q1
|
4/29/2024, 12:03 PM |
715
|
$1.74B
|
| NAPLES GLOBAL ADVISORS, LLC |
2024 Q1
|
4/29/2024, 12:01 PM |
407
|
$977M
|
| China Universal Asset Management Co., Ltd. |
2024 Q1
|
4/29/2024, 11:49 AM |
419
|
$783M
|
| Argyle Capital Management Inc. |
2024 Q1
|
4/29/2024, 11:45 AM |
118
|
$258M
|
| Financial Futures Ltd Liability Co. |
2024 Q1
|
4/29/2024, 11:41 AM |
48
|
$151M
|
| Marks Group Wealth Management, Inc |
2024 Q1
|
4/29/2024, 11:37 AM |
299
|
$957M
|
| UNION SAVINGS BANK |
2024 Q1
|
4/29/2024, 11:28 AM |
296
|
$191M
|
| RAM Investment Partners, LLC |
2024 Q1
|
4/29/2024, 11:24 AM |
88
|
$317M
|
| Cornerstone Investment Partners, LLC |
2024 Q1
|
4/29/2024, 11:13 AM |
232
|
$2.05B
|
| Private Capital Advisors, Inc. |
2024 Q1
|
4/29/2024, 11:09 AM |
83
|
$803M
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2024 Q1
|
4/29/2024, 11:08 AM |
102
|
$1.48B
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2024 Q1
|
4/29/2024, 11:04 AM |
135
|
$493M
|
| HARBOR ADVISORY CORP /MA/ |
2024 Q1
|
4/29/2024, 11:02 AM |
86
|
$294M
|
| Princeton Global Asset Management LLC |
2024 Q1
|
4/29/2024, 10:58 AM |
594
|
$420M
|
| Alpha Financial Advisors, LLC |
2024 Q1
|
4/29/2024, 10:50 AM |
44
|
$212M
|
| Sunesis Advisors, LLC |
2024 Q1
|
4/29/2024, 10:49 AM |
49
|
$171M
|
| Summit Global Investments |
2024 Q1
|
4/29/2024, 10:47 AM |
489
|
$1.34B
|
| Brio Consultants, LLC |
2024 Q1
|
4/29/2024, 10:44 AM |
94
|
$593M
|
| Mn Services Vermogensbeheer B.V. |
2024 Q1
|
4/29/2024, 10:41 AM |
501
|
$13.8B
|
| Fiduciary Planning LLC |
2024 Q1
|
4/29/2024, 10:36 AM |
56
|
$264M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2024 Q1
|
4/29/2024, 10:33 AM |
94
|
$94M
|
| WealthShield Partners, LLC |
2024 Q1
|
4/29/2024, 10:30 AM |
473
|
$616M
|
| Palmer Knight Co |
2024 Q1
|
4/29/2024, 10:28 AM |
33
|
$205M
|
| Adero Partners, LLC |
2024 Q1
|
4/29/2024, 10:22 AM |
204
|
$1.32B
|
| Alecta Tjanstepension Omsesidigt |
2024 Q1
|
4/29/2024, 10:14 AM |
40
|
$17.5B
|
| Axiom Financial Strategies, LLC |
2024 Q1
|
4/29/2024, 10:11 AM |
36
|
$157M
|
| AVAII WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/29/2024, 10:08 AM |
136
|
$170M
|
| ASSET PLANNING CORPORATION |
2024 Q1
|
4/29/2024, 10:05 AM |
41
|
$137M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/29/2024, 09:55 AM |
217
|
$1.25B
|
| ROMAN BUTLER FULLERTON & CO |
2024 Q1
|
4/29/2024, 09:53 AM |
208
|
$263M
|
| Bordeaux Wealth Advisors LLC |
2024 Q1
|
4/29/2024, 09:53 AM |
116
|
$302M
|
| CAPITAL ADVISORS INC/OK |
2024 Q1
|
4/29/2024, 09:53 AM |
301
|
$4.65B
|
| Philip James Wealth Mangement, LLC |
2024 Q1
|
4/29/2024, 09:53 AM |
74
|
$141M
|
| LA FINANCIERE DE L'ECHIQUIER |
2024 Q1
|
4/29/2024, 09:49 AM |
103
|
$2.32B
|
| WIT Partners Advisory Pte. Ltd. |
2024 Q1
|
4/29/2024, 09:30 AM |
1
|
$410M
|
| KLINGENSTEIN FIELDS & CO LP |
2024 Q1
|
4/29/2024, 09:18 AM |
185
|
$2.41B
|