| Marotta Asset Management |
2025 Q1
|
4/2/2025 |
111
|
$510 M
|
| Kera Capital Partners, Inc. |
2025 Q1
|
4/2/2025 |
187
|
$340 M
|
| GREENHAVEN ASSOCIATES INC |
2025 Q1
|
4/2/2025 |
26
|
$6.3 B
|
| Beacon Wealthcare LLC |
2025 Q1
|
4/2/2025 |
22
|
$250 M
|
| Marcum Wealth, LLC |
2025 Q1
|
4/2/2025 |
405
|
$1.2 B
|
| Industrial Alliance Investment Management Inc. |
2024 Q2 - RESTATEMENT
|
4/2/2025 |
15
|
$180 M
|
| Industrial Alliance Investment Management Inc. |
2024 Q1 - RESTATEMENT
|
4/2/2025 |
5
|
$140 M
|
| Industrial Alliance Investment Management Inc. |
2023 Q4 - RESTATEMENT
|
4/2/2025 |
5
|
$130 M
|
| Industrial Alliance Investment Management Inc. |
2023 Q3 - RESTATEMENT
|
4/2/2025 |
5
|
$110 M
|
| RK Asset Management, LLC |
2025 Q1
|
4/2/2025 |
23
|
$110 k
|
| Stash Investments, LLC |
2025 Q1
|
4/2/2025 |
5
|
$190 M
|
| Global Wealth Strategies & Associates |
2025 Q1
|
4/2/2025 |
473
|
$330 M
|
| COOPER INVESTORS PTY LTD |
2012 Q4
|
4/1/2025 |
22
|
$110 M
|
| Rempart Asset Management Inc. |
2025 Q1
|
4/1/2025 |
34
|
$480 M
|
| Penbrook Management LLC |
2025 Q1
|
4/1/2025 |
107
|
$130 M
|
| High Note Wealth, LLC |
2024 Q4
|
4/1/2025 |
897
|
$380 M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q2 - NEW HOLDINGS
|
4/1/2025 |
28
|
$160 M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q3 - NEW HOLDINGS
|
4/1/2025 |
28
|
$170 M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q4 - NEW HOLDINGS
|
4/1/2025 |
29
|
$170 M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q1
|
4/1/2025 |
28
|
$160 k
|
| Wealthfront Advisers LLC |
2024 Q4 - RESTATEMENT
|
4/1/2025 |
912
|
$34 B
|
| Hobart Private Capital, LLC |
2025 Q1
|
4/1/2025 |
180
|
$400 M
|
| Centre Asset Management, LLC |
2025 Q1
|
4/1/2025 |
70
|
$390 k
|
| CULLEN INVESTMENT GROUP, LTD. |
2025 Q1
|
4/1/2025 |
173
|
$660 M
|
| XR Securities LLC |
2025 Q1
|
4/1/2025 |
1
|
$0
|
| Talon Private Wealth, LLC |
2024 Q3
|
4/1/2025 |
357
|
$480 M
|
| Trust Co of the South |
2025 Q1
|
4/1/2025 |
128
|
$480 M
|
| Talon Private Wealth, LLC |
2024 Q4 - RESTATEMENT
|
4/1/2025 |
383
|
$480 M
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
2024 Q4
|
4/1/2025 |
686
|
$390 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q1
|
4/1/2025 |
77
|
$1.3 B
|
| Modus Advisors, LLC |
2025 Q1
|
4/1/2025 |
106
|
$310 M
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/1/2025 |
462
|
$6.9 B
|
| Glass Jacobson Investment Advisors llc |
2025 Q1
|
4/1/2025 |
840
|
$300 M
|
| FWG Investments, LLC. |
2024 Q3 - RESTATEMENT
|
4/1/2025 |
122
|
$120 M
|
| Cornerstone Planning, LLC |
2024 Q4
|
4/1/2025 |
112
|
$260 M
|
| FWG Investments, LLC. |
2024 Q2 - RESTATEMENT
|
4/1/2025 |
109
|
$99 M
|
| FWG Investments, LLC. |
2024 Q1 - RESTATEMENT
|
4/1/2025 |
108
|
$92 M
|
| NEVILLE RODIE & SHAW INC |
2025 Q1
|
4/1/2025 |
340
|
$1.3 M
|
| MassMutual Private Wealth & Trust, FSB |
2025 Q1
|
4/1/2025 |
2,387
|
$3.5 B
|
| FWG Investments, LLC. |
2023 Q4 - RESTATEMENT
|
4/1/2025 |
100
|
$81 M
|
| Stonehearth Capital Management, LLC |
2025 Q1
|
4/1/2025 |
87
|
$240 M
|
| GP Brinson Investments LLC |
2025 Q1
|
4/1/2025 |
15
|
$230 M
|
| Emprise Bank |
2025 Q1
|
4/1/2025 |
99
|
$190 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2025 Q1
|
4/1/2025 |
408
|
$1.0 B
|