| Mayfair Advisory Group, LLC |
2025 Q1
|
4/18/2025 |
158
|
$170 M
|
| Seed Wealth Management, Inc. |
2025 Q1
|
4/18/2025 |
149
|
$120 M
|
| Crown Oak Advisors, LLC |
2025 Q1
|
4/18/2025 |
22
|
$200 M
|
| Financial Partners Group, LLC |
2025 Q1
|
4/18/2025 |
81
|
$230 M
|
| JP Wealth Management, Inc. |
2025 Q1
|
4/18/2025 |
16
|
$120 M
|
| Wells Trecaso Financial Group, LLC |
2025 Q1
|
4/18/2025 |
114
|
$300 M
|
| Broderick Brian C |
2025 Q1
|
4/18/2025 |
335
|
$490 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/18/2025 |
40
|
$240 M
|
| Wolf Group Capital Advisors |
2025 Q1
|
4/18/2025 |
166
|
$300 M
|
| Lion Street Advisors, LLC |
2025 Q1
|
4/18/2025 |
266
|
$310 M
|
| Cornerstone Wealth Management, LLC |
2025 Q1
|
4/18/2025 |
606
|
$1.5 B
|
| BENDER ROBERT & ASSOCIATES |
2025 Q1
|
4/18/2025 |
40
|
$400 M
|
| Mezzasalma Advisors, LLC |
2025 Q1
|
4/18/2025 |
147
|
$290 M
|
| Cushing Capital Partners, LLC |
2025 Q1
|
4/18/2025 |
87
|
$110 M
|
| Shepherd Financial Partners LLC |
2025 Q1
|
4/18/2025 |
230
|
$850 M
|
| Hemenway Trust Co LLC |
2025 Q1
|
4/18/2025 |
127
|
$1.2 B
|
| TCG Capital Management, LP |
2025 Q1
|
4/18/2025 |
1
|
$86 M
|
| Clarius Group, LLC |
2025 Q1
|
4/18/2025 |
482
|
$1.6 B
|
| Creative Capital Management Investments LLC |
2025 Q1
|
4/18/2025 |
240
|
$260 M
|
| Financial Perspectives, Inc |
2025 Q1
|
4/18/2025 |
724
|
$290 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q1
|
4/18/2025 |
96
|
$590 M
|
| Planning Center, Inc. |
2025 Q1
|
4/18/2025 |
72
|
$840 M
|
| GSB Wealth Management, LLC |
2025 Q1
|
4/18/2025 |
227
|
$380 M
|
| Colorado Capital Management, Inc. |
2025 Q1
|
4/18/2025 |
96
|
$210 M
|
| DHJJ Financial Advisors, Ltd. |
2025 Q1
|
4/18/2025 |
933
|
$250 M
|
| Optivise Advisory Services LLC |
2025 Q1
|
4/18/2025 |
196
|
$180 M
|
| Prosperity Wealth Management, Inc. |
2025 Q1
|
4/18/2025 |
217
|
$210 M
|
| Roth Financial Partners LLC |
2025 Q1
|
4/18/2025 |
31
|
$250 M
|
| Marest Capital, LLC |
2025 Q1
|
4/18/2025 |
25
|
$120 M
|
| SANDER CAPITAL ADVISORS INC |
2025 Q1
|
4/18/2025 |
15
|
$190 M
|
| Birch Hill Investment Advisors LLC |
2025 Q1
|
4/18/2025 |
187
|
$2.1 B
|
| Boomfish Wealth Group, LLC |
2025 Q1
|
4/18/2025 |
82
|
$150 M
|
| Clayton Financial Group LLC |
2025 Q1
|
4/18/2025 |
119
|
$270 M
|
| CENTRAL TRUST Co |
2025 Q1
|
4/18/2025 |
2,024
|
$4.1 B
|
| Tennessee Valley Asset Management Partners |
2025 Q1
|
4/18/2025 |
158
|
$610 M
|
| Five Oceans Advisors |
2025 Q1
|
4/18/2025 |
175
|
$210 M
|
| Greenbush Financial Group, LLC |
2025 Q1
|
4/18/2025 |
33
|
$200 M
|
| Greenbush Financial Group, LLC |
2024 Q4
|
4/18/2025 |
33
|
$190 M
|
| WENDELL DAVID ASSOCIATES INC |
2025 Q1
|
4/18/2025 |
151
|
$1.0 B
|
| San Luis Wealth Advisors LLC |
2025 Q1 - RESTATEMENT
|
4/18/2025 |
135
|
$440 M
|
| Huntleigh Advisors, Inc. |
2025 Q1
|
4/18/2025 |
14
|
$170 M
|
| Global Trust Asset Management, LLC |
2025 Q1
|
4/18/2025 |
491
|
$160 M
|
| Financial Freedom, LLC |
2025 Q1
|
4/18/2025 |
364
|
$170 M
|
| Bell Bank |
2025 Q1
|
4/18/2025 |
261
|
$1.9 B
|
| PKO Investment Management Joint-Stock Co |
2025 Q1
|
4/18/2025 |
174
|
$880 M
|
| Rakuten Securities, Inc. |
2025 Q1
|
4/18/2025 |
821
|
$200 M
|
| NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd |
2025 Q1
|
4/17/2025 |
4
|
$20 M
|
| Demars Financial Group, LLC |
2025 Q1
|
4/17/2025 |
72
|
$3.5 B
|
| INSIGNEO ADVISORY SERVICES, LLC |
2025 Q1
|
4/17/2025 |
634
|
$970 M
|
| CULTIVAR CAPITAL, INC. |
2025 Q1
|
4/17/2025 |
31
|
$120 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2025 Q1
|
4/17/2025 |
682
|
$1.8 B
|
| Cardinal Capital Management |
2025 Q1
|
4/17/2025 |
132
|
$650 M
|
| BFSG, LLC |
2025 Q1
|
4/17/2025 |
675
|
$820 M
|
| Lesa Sroufe & Co |
2025 Q1
|
4/17/2025 |
73
|
$100 M
|
| Edge Financial Advisors LLC |
2025 Q1
|
4/17/2025 |
101
|
$160 M
|
| Wagner Wealth Management, LLC |
2025 Q1
|
4/17/2025 |
243
|
$400 M
|
| Pacific Capital Wealth Advisors, Inc. |
2025 Q1
|
4/17/2025 |
82
|
$580 M
|
| MEDICI CAPITAL LLC |
2025 Q1
|
4/17/2025 |
16
|
$82 M
|
| NBT BANK N A /NY |
2025 Q1
|
4/17/2025 |
1,369
|
$1.4 B
|
| Robertson Stephens Wealth Management, LLC |
2025 Q1
|
4/17/2025 |
544
|
$2.9 B
|
| Seven Post Investment Office LP |
2025 Q1
|
4/17/2025 |
33
|
$260 M
|
| Kaydan Wealth Management, Inc. |
2025 Q1
|
4/17/2025 |
107
|
$310 M
|
| Berkshire Bank |
2025 Q1
|
4/17/2025 |
249
|
$410 M
|
| Share Andrew L. |
2025 Q1
|
4/17/2025 |
13
|
$140 M
|
| Constellation Investimentos e Participacoes Ltda |
2025 Q1
|
4/17/2025 |
10
|
$36 M
|
| TOYOTA MOTOR CORP/ |
2024 Q3
|
4/17/2025 |
7
|
$2.0 B
|
| LYNCH & ASSOCIATES/IN |
2025 Q1
|
4/17/2025 |
118
|
$460 M
|
| TOYOTA MOTOR CORP/ |
2024 Q2
|
4/17/2025 |
8
|
$1.8 B
|
| Strategic Advisors LLC |
2025 Q1
|
4/17/2025 |
187
|
$520 M
|
| TOYOTA MOTOR CORP/ |
2024 Q1
|
4/17/2025 |
8
|
$1.7 B
|
| RS CRUM INC. |
2025 Q1
|
4/17/2025 |
88
|
$370 M
|
| Chicago Capital, LLC |
2025 Q1
|
4/17/2025 |
339
|
$3.5 B
|
| TOYOTA MOTOR CORP/ |
2023 Q4
|
4/17/2025 |
8
|
$1.9 B
|
| SMITH SHELLNUT WILSON LLC /ADV |
2025 Q1
|
4/17/2025 |
140
|
$220 M
|
| TOYOTA MOTOR CORP/ |
2023 Q3
|
4/17/2025 |
8
|
$1.7 B
|
| Kercheville Advisors, LLC |
2025 Q1
|
4/17/2025 |
89
|
$250 M
|
| TOYOTA MOTOR CORP/ |
2023 Q2
|
4/17/2025 |
8
|
$2.0 B
|
| PATTON FUND MANAGEMENT, INC. |
2025 Q1
|
4/17/2025 |
76
|
$410 M
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2025 Q1
|
4/17/2025 |
26
|
$230 M
|
| Consilium Wealth Advisory, LLC |
2025 Q1
|
4/17/2025 |
88
|
$200 M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q1
|
4/17/2025 |
149
|
$1.2 B
|
| Vivid Wealth Management, LLC |
2025 Q1
|
4/17/2025 |
61
|
$200 M
|
| VISTA INVESTMENT PARTNERS LLC |
2025 Q1
|
4/17/2025 |
154
|
$330 M
|
| BCU Wealth Advisors, LLC |
2025 Q1
|
4/17/2025 |
50
|
$190 M
|
| VICUS CAPITAL |
2025 Q1
|
4/17/2025 |
238
|
$1.1 B
|
| AA Financial Advisors, LLC |
2025 Q1
|
4/17/2025 |
173
|
$410 M
|
| TOYOTA MOTOR CORP/ |
2023 Q1
|
4/17/2025 |
8
|
$1.3 B
|
| TOYOTA MOTOR CORP/ |
2022 Q4
|
4/17/2025 |
8
|
$1.2 B
|
| TOYOTA MOTOR CORP/ |
2022 Q3
|
4/17/2025 |
7
|
$1.2 B
|
| Marathon Strategic Advisors, LLC |
2025 Q1
|
4/17/2025 |
37
|
$93 M
|
| Conestoga Capital Advisors, LLC |
2025 Q1
|
4/17/2025 |
123
|
$6.6 B
|
| TOYOTA MOTOR CORP/ |
2022 Q2
|
4/17/2025 |
7
|
$1.2 B
|
| Stephens Consulting, LLC |
2025 Q1
|
4/17/2025 |
1,515
|
$400 M
|
| LOUISBOURG INVESTMENTS INC. |
2025 Q1
|
4/17/2025 |
180
|
$370 M
|
| Copia Wealth Management |
2025 Q1
|
4/17/2025 |
452
|
$110 M
|
| Grove Bank & Trust |
2025 Q1
|
4/17/2025 |
970
|
$750 M
|
| TOYOTA MOTOR CORP/ |
2022 Q1
|
4/17/2025 |
8
|
$1.9 B
|
| Breakwater Investment Management |
2025 Q1
|
4/17/2025 |
315
|
$230 M
|
| FOGEL CAPITAL MANAGEMENT, INC. |
2025 Q1
|
4/17/2025 |
44
|
$190 M
|
| TOYOTA MOTOR CORP/ |
2021 Q4
|
4/17/2025 |
8
|
$3.4 B
|