| May Barnhard Investments LLC |
2024 Q3
|
4/8/2025, 12:50 PM |
82
|
$205M
|
| Atlas Brown,Inc. |
2025 Q1
|
4/8/2025, 12:50 PM |
213
|
$285M
|
| May Barnhard Investments LLC |
2024 Q2
|
4/8/2025, 12:48 PM |
82
|
$194M
|
| Armstrong Henry H Associates Inc |
2025 Q1
|
4/8/2025, 12:48 PM |
58
|
$1.03B
|
| May Barnhard Investments LLC |
2024 Q1
|
4/8/2025, 12:47 PM |
80
|
$200M
|
| May Barnhard Investments LLC |
2023 Q4
|
4/8/2025, 12:45 PM |
82
|
$194M
|
| Waycross Investment Management Co |
2025 Q1
|
4/8/2025, 12:39 PM |
38
|
$88.7M
|
| iA Global Asset Management Inc. |
2023 Q3 - Restatement
|
4/8/2025, 12:32 PM |
461
|
$3.79B
|
| Winthrop Advisory Group LLC |
2025 Q1
|
4/8/2025, 12:31 PM |
156
|
$832M
|
| Kopion Asset Management, LLC |
2025 Q1
|
4/8/2025, 12:29 PM |
20
|
$128M
|
| Somerset Trust Co |
2025 Q1
|
4/8/2025, 12:28 PM |
168
|
$281M
|
| Lantz Financial LLC |
2025 Q1
|
4/8/2025, 12:26 PM |
222
|
$365M
|
| IFG Advisors, LLC |
2025 Q1
|
4/8/2025, 12:20 PM |
149
|
$519M
|
| BTC Capital Management, Inc. |
2025 Q1
|
4/8/2025, 12:17 PM |
202
|
$1.09B
|
| Andrew Hill Investment Advisors, Inc. |
2025 Q1
|
4/8/2025, 12:12 PM |
44
|
$103M
|
| HFG Wealth Management, LLC |
2025 Q1
|
4/8/2025, 12:12 PM |
51
|
$165M
|
| Delphi Management Inc /Ma/ |
2025 Q1
|
4/8/2025, 11:35 AM |
78
|
$98.1M
|
| Doliver Advisors, Lp |
2025 Q1
|
4/8/2025, 11:22 AM |
163
|
$356M
|
| Retirement Wealth Solutions LLC |
2025 Q1
|
4/8/2025, 11:17 AM |
419
|
$124M
|
| California State Teachers Retirement System |
2024 Q2 - Restatement
|
4/8/2025, 11:15 AM |
3085
|
$81.6B
|
| Burns J W & Co Inc/Ny |
2025 Q1
|
4/8/2025, 11:10 AM |
187
|
$771M
|
| Advisory Alpha, LLC |
2025 Q1
|
4/8/2025, 11:06 AM |
299
|
$1.61B
|
| Legacy Financial Strategies, LLC |
2025 Q1
|
4/8/2025, 10:49 AM |
119
|
$459M
|
| Duality Advisers, Lp |
2025 Q1
|
4/8/2025, 10:22 AM |
0
|
$0
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q1
|
4/8/2025, 10:04 AM |
26
|
$134M
|
| Spartan Planning & Wealth Management |
2025 Q1
|
4/8/2025, 09:40 AM |
65
|
$103M
|
| S.E.E.D. Planning Group LLC |
2025 Q1
|
4/8/2025, 09:35 AM |
73
|
$297M
|
| Red Spruce Capital, LLC |
2025 Q1
|
4/8/2025, 09:31 AM |
91
|
$213M
|
| Rothschild Investment Llc |
2025 Q1
|
4/8/2025, 09:30 AM |
3022
|
$1.49B
|
| Private Client Services, Llc |
2025 Q1
|
4/8/2025, 08:51 AM |
185
|
$202M
|
| Lind Value II ApS |
2025 Q1
|
4/8/2025, 08:07 AM |
9
|
$225M
|
| GuoLine Advisory Pte Ltd |
2025 Q1
|
4/8/2025, 06:09 AM |
23
|
$945M
|
| AJU IB Investment Co., Ltd. |
2025 Q1
|
4/8/2025, 06:05 AM |
8
|
$84M
|
| AJU IB Investment Co., Ltd. |
2024 Q4
|
4/8/2025, 06:02 AM |
8
|
$103M
|
| Neumann Advisory Hong Kong Ltd |
2025 Q1
|
4/7/2025, 09:26 PM |
10
|
$233M
|
| FACTORIAL MANAGEMENT Ltd |
2025 Q1
|
4/7/2025, 09:26 PM |
0
|
$0
|
| Cooper Investors Pty Ltd |
2020 Q1
|
4/7/2025, 09:24 PM |
41
|
$796M
|
| Cooper Investors Pty Ltd |
2019 Q4
|
4/7/2025, 09:06 PM |
41
|
$951M
|
| Cooper Investors Pty Ltd |
2019 Q3
|
4/7/2025, 08:52 PM |
40
|
$885M
|
| Cooper Investors Pty Ltd |
2019 Q2
|
4/7/2025, 08:45 PM |
33
|
$863M
|
| Cooper Investors Pty Ltd |
2019 Q1
|
4/7/2025, 08:24 PM |
34
|
$818M
|
| Cooper Investors Pty Ltd |
2018 Q4
|
4/7/2025, 08:13 PM |
32
|
$723M
|
| Cooper Investors Pty Ltd |
2018 Q3
|
4/7/2025, 07:29 PM |
33
|
$841M
|
| Cooper Investors Pty Ltd |
2018 Q2
|
4/7/2025, 07:17 PM |
34
|
$821M
|
| Cooper Investors Pty Ltd |
2018 Q1
|
4/7/2025, 07:10 PM |
35
|
$843M
|
| Cooper Investors Pty Ltd |
2017 Q4
|
4/7/2025, 07:04 PM |
34
|
$804M
|
| Global Financial Private Client, LLC |
2025 Q1
|
4/7/2025, 06:30 PM |
1670
|
$262M
|
| Welch Group, LLC |
2025 Q1
|
4/7/2025, 06:21 PM |
266
|
$2.27B
|
| Legacy Solutions, Llc |
2025 Q1
|
4/7/2025, 06:15 PM |
71
|
$90.8M
|
| Parallel Advisors, LLC |
2025 Q1
|
4/7/2025, 06:10 PM |
3488
|
$4.42B
|
| Lowe Wealth Advisors, LLC |
2025 Q1
|
4/7/2025, 06:03 PM |
370
|
$235M
|
| Summit Global Investments |
2025 Q1
|
4/7/2025, 05:27 PM |
426
|
$1.37B
|
| First County Bank /CT/ |
2025 Q1
|
4/7/2025, 05:26 PM |
165
|
$181M
|
| Silvia Mccoll Wealth Management, Llc |
2025 Q1
|
4/7/2025, 04:41 PM |
109
|
$132M
|
| O'Connor Financial Group LLC |
2025 Q1
|
4/7/2025, 04:34 PM |
55
|
$192M
|
| Tompkins Financial Corp |
2025 Q1
|
4/7/2025, 04:23 PM |
565
|
$1.05B
|
| Partnership Wealth Management, LLC |
2025 Q1
|
4/7/2025, 04:20 PM |
72
|
$118M
|
| Benchmark Wealth Management, LLC |
2025 Q1
|
4/7/2025, 03:50 PM |
67
|
$207M
|
| GoalVest Advisory LLC |
2025 Q1
|
4/7/2025, 03:48 PM |
502
|
$364M
|
| Stairway Partners, LLC |
2025 Q1
|
4/7/2025, 03:00 PM |
18
|
$1.62B
|
| Benjamin Joseph Floyd Dba Floyd Capital Management |
2025 Q1
|
4/7/2025, 02:39 PM |
0
|
$0
|
| GAMMA Investing LLC |
2025 Q1
|
4/7/2025, 02:06 PM |
3793
|
$9.71B
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q1
|
4/7/2025, 12:24 PM |
137
|
$254M
|
| AdvisorNet Financial, Inc |
2025 Q1
|
4/7/2025, 12:23 PM |
2145
|
$1.35B
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q1
|
4/7/2025, 12:03 PM |
6
|
$155M
|
| Efficient Frontier Advisors LLC |
2025 Q1
|
4/7/2025, 11:48 AM |
21
|
$154M
|
| Eastover Investment Advisors LLC |
2025 Q1
|
4/7/2025, 11:33 AM |
47
|
$207M
|
| Phil A. Younker & Associates, Ltd. |
2024 Q4
|
4/7/2025, 11:33 AM |
28
|
$100M
|
| Howard Financial Services, Ltd. |
2025 Q1
|
4/7/2025, 11:21 AM |
183
|
$734M
|
| Wealth High Governance Capital Ltda |
2024 Q4 - Restatement
|
4/7/2025, 10:06 AM |
45
|
$279M
|
| M & L Capital Management Ltd |
2025 Q1
|
4/7/2025, 10:04 AM |
18
|
$334M
|
| FC Advisory LLC |
2025 Q1
|
4/7/2025, 09:57 AM |
105
|
$296M
|
| Bath Savings Trust Co |
2025 Q1
|
4/7/2025, 09:50 AM |
161
|
$967M
|
| Walnut Private Equity Partners, Llc |
2025 Q1
|
4/7/2025, 09:35 AM |
13
|
$183M
|
| Nexus Investment Management ULC |
2025 Q1
|
4/7/2025, 09:15 AM |
75
|
$1.59M
|
| California State Teachers Retirement System |
2024 Q3 - Restatement
|
4/4/2025, 04:37 PM |
3075
|
$85.7B
|
| Exeter Financial, LLC |
2025 Q1
|
4/4/2025, 04:36 PM |
90
|
$223M
|
| Three Seasons Wealth, LLC |
2024 Q3
|
4/4/2025, 04:36 PM |
107
|
$190M
|
| Three Seasons Wealth, LLC |
2024 Q2
|
4/4/2025, 04:33 PM |
87
|
$181M
|
| Three Seasons Wealth, LLC |
2023 Q4
|
4/4/2025, 04:32 PM |
83
|
$114M
|
| Three Seasons Wealth, LLC |
2024 Q1
|
4/4/2025, 04:31 PM |
80
|
$143M
|
| Three Seasons Wealth, LLC |
2023 Q3
|
4/4/2025, 04:11 PM |
55
|
$101M
|
| Webster Bank, N. A. |
2025 Q1
|
4/4/2025, 03:28 PM |
564
|
$910M
|
| Quent Capital, LLC |
2025 Q1
|
4/4/2025, 03:11 PM |
1324
|
$953M
|
| Kings Path Partners LLC |
2025 Q1
|
4/4/2025, 02:20 PM |
257
|
$204M
|
| Farmers Trust Co |
2025 Q1
|
4/4/2025, 01:49 PM |
187
|
$532M
|
| Sage Capital Advisors,llc |
2025 Q1
|
4/4/2025, 12:50 PM |
131
|
$381M
|
| Moody National Bank Trust Division |
2025 Q1
|
4/4/2025, 12:23 PM |
491
|
$959M
|
| Agate Pass Investment Management, LLC |
2025 Q1
|
4/4/2025, 12:21 PM |
107
|
$234M
|
| Baring Financial LLC |
2025 Q1
|
4/4/2025, 12:05 PM |
65
|
$119M
|
| General Partner, Inc. |
2025 Q1
|
4/4/2025, 11:01 AM |
175
|
$154M
|
| Legacy Private Trust Co. |
2025 Q1
|
4/4/2025, 10:53 AM |
246
|
$1.45B
|
| Key Colony Management, LLC |
2025 Q1
|
4/4/2025, 10:49 AM |
7
|
$64M
|
| Capital Market Strategies LLC |
2025 Q1
|
4/4/2025, 09:08 AM |
143
|
$150M
|
| AGH Wealth Advisors, LLC |
2024 Q4
|
4/4/2025, 08:49 AM |
113
|
$108M
|
| Cooper Investors Pty Ltd |
2017 Q3
|
4/3/2025, 09:40 PM |
33
|
$712M
|
| Cooper Investors Pty Ltd |
2017 Q2
|
4/3/2025, 09:31 PM |
34
|
$659M
|
| Cooper Investors Pty Ltd |
2017 Q1
|
4/3/2025, 09:22 PM |
35
|
$627M
|
| Cooper Investors Pty Ltd |
2016 Q4
|
4/3/2025, 09:06 PM |
35
|
$560M
|
| Cooper Investors Pty Ltd |
2016 Q3
|
4/3/2025, 08:57 PM |
36
|
$509M
|