| Bridge Creek Capital Management LLC |
2025 Q2
|
7/11/2025 |
111
|
$340 M
|
| Baker Chad R |
2025 Q2
|
7/11/2025 |
50
|
$540 M
|
| My Legacy Advisors, LLC |
2025 Q2
|
7/11/2025 |
206
|
$280 M
|
| Addis & Hill, Inc |
2025 Q2
|
7/11/2025 |
27
|
$150 M
|
| Lantz Financial LLC |
2025 Q2
|
7/11/2025 |
235
|
$400 M
|
| Brendel Financial Advisors LLC |
2025 Q2
|
7/11/2025 |
101
|
$180 M
|
| VIKING FUND MANAGEMENT LLC |
2025 Q2
|
7/11/2025 |
143
|
$730 M
|
| SPRING CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/11/2025 |
51
|
$190 M
|
| LongView Wealth Management |
2025 Q2
|
7/11/2025 |
215
|
$330 M
|
| Global X Japan Co., Ltd. |
2025 Q2
|
7/11/2025 |
355
|
$990 M
|
| AA Financial Advisors, LLC |
2025 Q2
|
7/11/2025 |
186
|
$460 M
|
| Rockwood Wealth Management, LLC |
2025 Q2
|
7/11/2025 |
106
|
$1.1 B
|
| Financial Advisory Corp |
2025 Q2
|
7/11/2025 |
55
|
$650 M
|
| Thomasville National Bank |
2025 Q2
|
7/11/2025 |
291
|
$1.5 B
|
| Diversified Trust Co |
2025 Q2
|
7/11/2025 |
1,105
|
$4.5 B
|
| Assenagon Asset Management S.A. |
2025 Q2
|
7/11/2025 |
1,148
|
$67 B
|
| Bell Bank |
2025 Q2
|
7/11/2025 |
272
|
$2.1 B
|
| Essex Savings Bank |
2025 Q2
|
7/11/2025 |
573
|
$420 M
|
| Financiere des Professionnels - Fonds d,investissement inc. |
2025 Q2 - RESTATEMENT
|
7/11/2025 |
430
|
$1.7 B
|
| Phillips Wealth Planners LLC |
2025 Q2
|
7/11/2025 |
188
|
$110 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2025 Q2
|
7/11/2025 |
136
|
$3.2 B
|
| SeaCrest Wealth Management, LLC |
2025 Q2
|
7/11/2025 |
617
|
$920 M
|
| OxenFree Capital LLC |
2025 Q2
|
7/11/2025 |
45
|
$160 M
|
| International Private Wealth Advisors LLC |
2025 Q2
|
7/11/2025 |
163
|
$120 M
|
| LUTS & GREENLEIGH GROUP, INC |
2025 Q2
|
7/11/2025 |
79
|
$100 M
|
| Kapstone Financial Advisors LLC |
2025 Q2
|
7/11/2025 |
120
|
$200 M
|
| TCV Trust & Wealth Management, Inc. |
2025 Q2
|
7/11/2025 |
386
|
$1.1 B
|
| Elk River Wealth Management, LLC |
2025 Q2
|
7/11/2025 |
98
|
$580 M
|
| Perpetual Ltd |
2025 Q2
|
7/11/2025 |
676
|
$8.5 B
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2025 Q2 - RESTATEMENT
|
7/11/2025 |
634
|
$2.3 B
|
| Mandatum Life Insurance Co Ltd |
2025 Q2
|
7/11/2025 |
82
|
$380 M
|
| Grove Bank & Trust |
2025 Q2
|
7/10/2025 |
979
|
$800 M
|
| COOPER INVESTORS PTY LTD |
2025 Q2
|
7/10/2025 |
46
|
$550 M
|
| MKD WEALTH COACHES, LLC |
2025 Q2
|
7/10/2025 |
25
|
$95 M
|
| IFM Investors Pty Ltd |
2025 Q2
|
7/10/2025 |
617
|
$11 B
|
| Kingstone Capital Partners Texas, LLC |
2025 Q2
|
7/10/2025 |
406
|
$620 B
|
| Matthew Goff Investment Advisor, LLC |
2025 Q2
|
7/10/2025 |
96
|
$540 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2025 Q2
|
7/10/2025 |
82
|
$310 M
|
| Pioneer Wealth Management Group |
2025 Q2
|
7/10/2025 |
45
|
$270 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2025 Q2
|
7/10/2025 |
12
|
$130 M
|
| 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
|