| Brio Consultants, LLC |
2025 Q1 - RESTATEMENT
|
7/7/2025 |
119
|
$640 M
|
| First Citizens Financial Corp |
2025 Q2
|
7/7/2025 |
126
|
$180 M
|
| General Partner, Inc. |
2025 Q2
|
7/7/2025 |
268
|
$170 M
|
| Modus Advisors, LLC |
2025 Q2
|
7/7/2025 |
111
|
$340 M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2025 Q2
|
7/7/2025 |
56
|
$160 M
|
| Global Wealth Strategies & Associates |
2025 Q2
|
7/7/2025 |
378
|
$350 M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q2
|
7/7/2025 |
27
|
$170 k
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q2
|
7/7/2025 |
58
|
$1.1 B
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q2
|
7/7/2025 |
13
|
$170 M
|
| Roxbury Financial LLC |
2025 Q2
|
7/7/2025 |
362
|
$100 M
|
| Greenfield Savings Bank |
2025 Q2
|
7/7/2025 |
145
|
$220 M
|
| Nova Wealth Management, Inc. |
2025 Q2 - NEW HOLDINGS
|
7/7/2025 |
743
|
$140 M
|
| OMNI 360 Wealth, Inc. |
2025 Q2
|
7/7/2025 |
211
|
$200 M
|
| ABNER HERRMAN & BROCK LLC |
2025 Q2
|
7/7/2025 |
55
|
$900 k
|
| Bangor Savings Bank |
2025 Q2
|
7/7/2025 |
712
|
$1.1 B
|
| Platt Investment Counsel, LLC |
2025 Q2
|
7/7/2025 |
9
|
$110 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q2
|
7/7/2025 |
|
$0
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q2
|
7/7/2025 |
1,170
|
$3.2 B
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q2
|
7/7/2025 |
35
|
$310 M
|
| Seilern Investment Management Ltd |
2025 Q2
|
7/7/2025 |
22
|
$1.5 B
|
| Aletheian Wealth Advisors LLC |
2025 Q2
|
7/7/2025 |
100
|
$200 M
|
| Peterson Wealth Advisors, LLC |
2025 Q2
|
7/7/2025 |
97
|
$610 M
|
| Discipline Wealth Solutions, LLC |
2025 Q2
|
7/7/2025 |
92
|
$260 M
|
| Centurion Wealth Management LLC |
2025 Q2
|
7/7/2025 |
236
|
$350 M
|
| Douglas Lane & Associates, LLC |
2025 Q2
|
7/7/2025 |
238
|
$6.9 B
|
| Taylor & Morgan Wealth Management, LLC |
2025 Q2
|
7/7/2025 |
70
|
$150 M
|
| TruWealth Advisors, LLC |
2025 Q2
|
7/7/2025 |
176
|
$1.8 B
|
| GuoLine Advisory Pte Ltd |
2025 Q2
|
7/7/2025 |
21
|
$940 M
|
| FIRST HAWAIIAN BANK |
2025 Q2
|
7/3/2025 |
155
|
$740 M
|
| Trinity Financial Advisors LLC |
2025 Q2
|
7/3/2025 |
91
|
$330 M
|
| Schreiber John |
2025 Q1 - RESTATEMENT
|
7/3/2025 |
1
|
$0
|
| ARVEST INVESTMENTS, INC. |
2025 Q2
|
7/3/2025 |
175
|
$660 M
|
| CPA Asset Management LLC |
2025 Q2
|
7/3/2025 |
83
|
$240 M
|
| Whitcomb & Hess, Inc. |
2025 Q2
|
7/3/2025 |
54
|
$350 M
|
| LAM GROUP, INC. |
2025 Q2
|
7/3/2025 |
73
|
$150 M
|
| Garde Capital, Inc. |
2025 Q2
|
7/3/2025 |
854
|
$1.9 B
|
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q2
|
7/3/2025 |
158
|
$390 M
|
| Higgins & Schmidt Wealth Strategies LLC |
2025 Q2
|
7/3/2025 |
50
|
$180 M
|
| TrueWealth Advisors, LLC |
2025 Q2
|
7/3/2025 |
217
|
$340 M
|
| McLean Asset Management Corp |
2025 Q2
|
7/3/2025 |
161
|
$380 M
|
| Sage Capital Advisors,llc |
2025 Q2
|
7/3/2025 |
133
|
$410 M
|
| Key Colony Management, LLC |
2025 Q2
|
7/3/2025 |
7
|
$88 M
|
| Stairway Partners, LLC |
2025 Q2
|
7/3/2025 |
18
|
$1.8 B
|
| Trust Co of the South |
2025 Q2
|
7/3/2025 |
136
|
$560 M
|
| Stephens Group, LLC |
2025 Q2
|
7/3/2025 |
3
|
$180 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q2
|
7/2/2025 |
298
|
$550 M
|
| JBGlobal.com LLC |
2025 Q2
|
7/2/2025 |
28
|
$96 M
|
| City Center Advisors, LLC |
2025 Q2
|
7/2/2025 |
164
|
$93 M
|
| Norway Savings Bank |
2025 Q2
|
7/2/2025 |
177
|
$190 M
|
| Capital Market Strategies LLC |
2025 Q2
|
7/2/2025 |
139
|
$140 M
|
| S. R. Schill & Associates |
2025 Q2
|
7/2/2025 |
26
|
$140 M
|
| Michael S. Ryan, Inc. |
2025 Q2
|
7/2/2025 |
48
|
$160 M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q2
|
7/2/2025 |
28
|
$110 M
|
| InvesTrust |
2025 Q2
|
7/2/2025 |
94
|
$260 M
|
| BANK OF NOVA SCOTIA |
2025 Q1 - RESTATEMENT
|
7/2/2025 |
1,370
|
$45 B
|
| HAMILTON LANE ADVISORS LLC |
2025 Q2
|
7/2/2025 |
14
|
$140 M
|
| BANK OF NOVA SCOTIA |
2024 Q4 - RESTATEMENT
|
7/2/2025 |
1,389
|
$57 B
|
| Boston Standard Wealth Management, LLC |
2025 Q2
|
7/2/2025 |
48
|
$560 M
|
| Dentgroup LLC |
2025 Q2
|
7/2/2025 |
89
|
$140 M
|
| HBW ADVISORY SERVICES LLC |
2025 Q2
|
7/2/2025 |
399
|
$810 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q2
|
7/2/2025 |
183
|
$760 M
|
| DOLIVER ADVISORS, LP |
2025 Q2
|
7/2/2025 |
167
|
$370 M
|
| Helen Stephens Group, LLC |
2025 Q2
|
7/2/2025 |
88
|
$400 M
|
| Crumly & Associates Inc. |
2025 Q2
|
7/2/2025 |
159
|
$410 M
|
| Marotta Asset Management |
2025 Q2
|
7/2/2025 |
105
|
$500 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2025 Q2
|
7/2/2025 |
417
|
$1.1 B
|
| JACOBS & CO/CA |
2025 Q2
|
7/2/2025 |
123
|
$1.0 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q2
|
7/2/2025 |
154
|
$960 k
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2025 Q2
|
7/2/2025 |
71
|
$410 M
|
| Central Pacific Bank - Trust Division |
2025 Q2
|
7/1/2025 |
922
|
$780 M
|
| NEVILLE RODIE & SHAW INC |
2025 Q2
|
7/1/2025 |
339
|
$1.3 M
|
| GP Brinson Investments LLC |
2025 Q2
|
6/30/2025 |
16
|
$230 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q2
|
7/1/2025 |
76
|
$1.4 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/1/2025 |
451
|
$7.1 B
|
| Legacy Wealth Management, LLC / MS |
2025 Q2
|
7/1/2025 |
90
|
$330 M
|
| Prysm Capital, L.P. |
2025 Q2
|
7/1/2025 |
1
|
$11 M
|
| PARK NATIONAL CORP /OH/ |
2025 Q2
|
7/1/2025 |
475
|
$3.0 B
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q2
|
7/1/2025 |
1,176
|
$1.1 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2025 Q2
|
7/1/2025 |
166
|
$270 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q2
|
7/1/2025 |
224
|
$280 M
|
| Kera Capital Partners, Inc. |
2025 Q2
|
7/1/2025 |
351
|
$510 M
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2025 Q2
|
7/1/2025 |
91
|
$260 k
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q2
|
7/1/2025 |
197
|
$260 M
|
| BUSH INVESTMENT GROUP, LLC |
2025 Q2
|
7/1/2025 |
36
|
$150 M
|
| BancFirst Trust & Investment Management |
2025 Q2
|
7/1/2025 |
55
|
$220 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2025 Q2
|
7/1/2025 |
187
|
$480 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2025 Q2
|
7/1/2025 |
177
|
$710 M
|
| Stonehearth Capital Management, LLC |
2025 Q2
|
7/1/2025 |
93
|
$240 M
|
| Pensionfund DSM Netherlands |
2025 Q2
|
7/1/2025 |
71
|
$150 k
|
| DEUTSCHE BANK AG\ |
2024 Q4 - RESTATEMENT
|
6/30/2025 |
13,196
|
$260 B
|
| Birchview Capital, LP |
2024 Q4 - NEW HOLDINGS
|
6/30/2025 |
68
|
$120 M
|
| Birchview Capital, LP |
2024 Q3 - NEW HOLDINGS
|
6/30/2025 |
62
|
$120 M
|
| Birchview Capital, LP |
2024 Q2 - NEW HOLDINGS
|
6/30/2025 |
61
|
$110 M
|
| Birchview Capital, LP |
2024 Q1 - NEW HOLDINGS
|
6/30/2025 |
60
|
$120 M
|
| Birchview Capital, LP |
2023 Q4 - NEW HOLDINGS
|
6/30/2025 |
59
|
$130 M
|
| Birchview Capital, LP |
2023 Q3 - NEW HOLDINGS
|
6/30/2025 |
52
|
$120 M
|
| Pensionfund Sabic |
2025 Q1
|
6/30/2025 |
215
|
$340 M
|
| Pensionfund DSM Netherlands |
2025 Q1
|
6/30/2025 |
71
|
$150 M
|
| Copley Financial Group, Inc. |
2025 Q1
|
6/27/2025 |
127
|
$130 M
|
| AdviceOne Advisory Services, LLC |
2025 Q1
|
6/27/2025 |
32
|
$120 M
|