| Perkins Coie Trust Co |
2025 Q2
|
7/10/2025 |
296
|
$590 M
|
| Sterling Financial Group, Inc. |
2025 Q2
|
7/10/2025 |
71
|
$300 M
|
| ANDERSON HOAGLAND & CO |
2025 Q2
|
7/10/2025 |
146
|
$1.0 B
|
| Kawa Capital Management, Inc |
2025 Q2 - RESTATEMENT
|
7/10/2025 |
6
|
$55 M
|
| Canoe Financial LP |
2025 Q2
|
7/10/2025 |
108
|
$7.0 B
|
| Pachira Investments Inc. |
2025 Q2
|
7/10/2025 |
54
|
$130 M
|
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) |
2025 Q2
|
7/10/2025 |
1
|
$140 M
|
| Cisco Systems, Inc. |
2025 Q2
|
7/10/2025 |
4
|
$440 M
|
| Sky Investment Group LLC |
2025 Q2
|
7/10/2025 |
140
|
$570 M
|
| White Wing Wealth Management |
2025 Q2
|
7/10/2025 |
32
|
$150 M
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
2025 Q2
|
7/10/2025 |
661
|
$250 M
|
| Seek First Inc. |
2025 Q2
|
7/10/2025 |
53
|
$110 M
|
| Three Seasons Wealth, LLC |
2025 Q2
|
7/10/2025 |
121
|
$870 M
|
| McHugh Group, LLC |
2025 Q2
|
7/10/2025 |
71
|
$150 M
|
| Triangle Securities Wealth Management |
2025 Q2
|
7/10/2025 |
204
|
$410 M
|
| Piscataqua Savings Bank |
2025 Q2
|
7/10/2025 |
477
|
$120 M
|
| Orgel Wealth Management, LLC |
2025 Q2
|
7/10/2025 |
86
|
$4.2 B
|
| Clare Market Investments LLC |
2025 Q2
|
7/10/2025 |
146
|
$450 M
|
| AHL INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
7/10/2025 |
70
|
$150 M
|
| Kozak & Associates, Inc. |
2025 Q2
|
7/10/2025 |
470
|
$490 M
|
| Charter Oak Capital Management, LLC |
2025 Q2
|
7/10/2025 |
197
|
$1.2 B
|
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2025 Q2
|
7/10/2025 |
92
|
$390 M
|
| TRUST POINT INC. |
2025 Q2
|
7/10/2025 |
499
|
$1.1 B
|
| LILLY ENDOWMENT INC |
2025 Q2
|
7/10/2025 |
1
|
$75 B
|
| CWC Advisors, LLC. |
2025 Q2
|
7/10/2025 |
145
|
$190 M
|
| Legacy Financial Strategies, LLC |
2025 Q2
|
7/10/2025 |
127
|
$510 M
|
| Stolper Co |
2025 Q2
|
7/10/2025 |
89
|
$300 M
|
| Western Pacific Wealth Management, LP |
2025 Q2
|
7/10/2025 |
197
|
$100 M
|
| Arkfeld Wealth Strategies, L.L.C. |
2025 Q2
|
7/10/2025 |
106
|
$250 M
|
| Ryan Investment Management, Inc. |
2025 Q2
|
7/10/2025 |
52
|
$160 M
|
| Oldfather Financial Services, LLC |
2025 Q2
|
7/10/2025 |
84
|
$290 M
|
| Hurlow Wealth Management Group, Inc. |
2025 Q2
|
7/10/2025 |
127
|
$350 M
|
| Kawa Capital Management, Inc |
2025 Q2
|
7/10/2025 |
6
|
$50 M
|
| Greenfield FTC, Inc. |
2025 Q2
|
7/10/2025 |
3
|
$470 M
|
| BURNS J W & CO INC/NY |
2025 Q2
|
7/10/2025 |
184
|
$820 M
|
| PMV Capital Advisers, LLC |
2025 Q2
|
7/10/2025 |
121
|
$45 M
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2025 Q2
|
7/10/2025 |
139
|
$390 M
|
| IMPACTfolio, LLC |
2025 Q2
|
7/10/2025 |
34
|
$210 M
|
| Stewardship Advisors, LLC |
2025 Q2
|
7/10/2025 |
151
|
$400 M
|
| Selective Wealth Management, Inc. |
2025 Q2
|
7/10/2025 |
103
|
$270 M
|
| Worth Asset Management, LLC |
2025 Q2
|
7/10/2025 |
387
|
$200 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2025 Q2
|
7/10/2025 |
792
|
$1.1 B
|
| UMB Bank, n.a. |
2025 Q2
|
7/10/2025 |
2,921
|
$6.1 B
|
| Security National Bank |
2025 Q2
|
7/10/2025 |
397
|
$580 M
|
| BRADY FAMILY WEALTH, LLC |
2025 Q2
|
7/10/2025 |
113
|
$320 M
|
| P/E Global LLC |
2025 Q2
|
7/10/2025 |
4
|
$480 M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2025 Q2
|
7/10/2025 |
127
|
$1.7 B
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2025 Q2
|
7/10/2025 |
340
|
$5.7 B
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/10/2025 |
234
|
$280 M
|
| Peoples Bank/KS |
2025 Q2
|
7/10/2025 |
120
|
$150 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2025 Q2
|
7/10/2025 |
86
|
$310 M
|
| ARS Wealth Advisors Group, LLC |
2025 Q2
|
7/10/2025 |
189
|
$870 M
|
| Redhawk Wealth Advisors, Inc. |
2025 Q2
|
7/10/2025 |
324
|
$800 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
7/10/2025 |
370
|
$510 M
|
| Klaas Financial Asset Advisors, LLC |
2025 Q2
|
7/10/2025 |
47
|
$630 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2025 Q2
|
7/10/2025 |
37
|
$190 M
|
| Pacific Asset Management, LLC |
2025 Q2
|
7/10/2025 |
56
|
$120 M
|
| YHB Investment Advisors, Inc. |
2025 Q2
|
7/10/2025 |
299
|
$1.3 B
|
| Global Financial Private Client, LLC |
2025 Q2
|
7/10/2025 |
320
|
$270 M
|
| HF Advisory Group, LLC |
2025 Q2
|
7/10/2025 |
164
|
$250 M
|
| Guided Capital Wealth Management, LLC |
2025 Q2
|
7/10/2025 |
34
|
$130 M
|
| ROCKLAND TRUST CO |
2025 Q2
|
7/10/2025 |
447
|
$2.1 B
|
| EXCHANGE TRADED CONCEPTS, LLC |
2025 Q2
|
7/10/2025 |
2,325
|
$8.2 B
|
| AJU IB Investment Co., Ltd. |
2025 Q2
|
7/10/2025 |
8
|
$92 M
|
| Myriad Asset Management US LP |
2025 Q2
|
7/10/2025 |
23
|
$150 M
|
| Fortress Wealth Management, Inc. |
2025 Q2
|
7/10/2025 |
72
|
$210 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/10/2025 |
74
|
$490 M
|
| Envision Financial LLC |
2025 Q2
|
7/10/2025 |
45
|
$150 M
|
| Polunin Capital Partners Ltd |
2025 Q2
|
7/10/2025 |
27
|
$610 k
|
| Marshall Financial Group, LLC |
2025 Q2
|
7/10/2025 |
251
|
$510 M
|
| Weinberger Asset Management, Inc |
2025 Q2
|
7/10/2025 |
81
|
$260 M
|
| Polianta Ltd |
2025 Q2
|
7/10/2025 |
73
|
$230 M
|
| Park Capital Management, LLC / WI |
2025 Q2
|
7/10/2025 |
74
|
$110 M
|
| Bigelow Investment Advisors, LLC |
2025 Q2
|
7/10/2025 |
147
|
$230 M
|
| Affiance Financial, LLC |
2025 Q2
|
7/10/2025 |
104
|
$490 M
|
| CANNAE HOLDINGS, INC. |
2025 Q2
|
7/10/2025 |
5
|
$820 M
|
| Andrew Hill Investment Advisors, Inc. |
2025 Q2
|
7/10/2025 |
51
|
$120 M
|
| State Insurance Fund |
2025 Q2
|
7/10/2025 |
1
|
$210 M
|
| Fulton Bank, N.A. |
2025 Q2
|
7/10/2025 |
1,094
|
$2.7 B
|
| VISTA INVESTMENT PARTNERS LLC |
2025 Q2
|
7/10/2025 |
155
|
$350 M
|
| Longboard Asset Management, LP |
2025 Q2
|
7/10/2025 |
168
|
$40 M
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/10/2025 |
679
|
$370 M
|
| Bath Savings Trust Co |
2025 Q2
|
7/10/2025 |
263
|
$990 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/10/2025 |
76
|
$170 M
|
| Sharkey, Howes & Javer |
2025 Q2
|
7/10/2025 |
154
|
$750 M
|
| Capital Advisory Group Advisory Services, LLC |
2025 Q2
|
7/10/2025 |
173
|
$280 M
|
| Mn Services Vermogensbeheer B.V. |
2025 Q2
|
7/10/2025 |
466
|
$14 B
|
| Veridan Wealth LLC |
2024 Q2
|
7/10/2025 |
82
|
$250 M
|
| MEMBERS WEALTH LLC |
2024 Q2
|
7/10/2025 |
108
|
$150 M
|
| VanWeelden Wealth Management, LLC |
2024 Q2
|
7/10/2025 |
20
|
$120 M
|
| High Net Worth Advisory Group LLC |
2025 Q2
|
7/10/2025 |
227
|
$380 M
|
| El Puerto de Liverpool, S.A.B. de C.V. |
2025 Q2
|
7/10/2025 |
1
|
$0
|
| TT International Asset Management LTD |
2025 Q2
|
7/10/2025 |
49
|
$520 M
|
| RFG Holdings, Inc. |
2025 Q2
|
7/10/2025 |
59
|
$350 M
|
| Compton Wealth Advisory Group, LLC |
2025 Q2
|
7/10/2025 |
81
|
$400 M
|
| Uptown Financial Advisors LLC |
2025 Q2
|
7/10/2025 |
75
|
$120 M
|
| Family Legacy Financial Solutions, LLC |
2025 Q2
|
7/10/2025 |
247
|
$120 M
|
| Cypress Point Wealth Management, LLC |
2025 Q2
|
7/10/2025 |
79
|
$410 M
|
| Waypoint Wealth Partners Inc. |
2025 Q2
|
7/10/2025 |
76
|
$410 M
|
| NorthCrest Asset Manangement, LLC |
2025 Q2
|
7/10/2025 |
625
|
$3.7 B
|