| First County Bank /CT/ |
2026 Q1
|
4/3/2026 |
374
|
$190 M
|
| ADIRONDACK TRUST CO |
2026 Q1
|
4/3/2026 |
631
|
$300 M
|
| Ridgewood Investments LLC |
2026 Q1
|
4/3/2026 |
208
|
$240 M
|
| Hickory Point Bank & Trust |
2026 Q1
|
4/3/2026 |
585
|
$150 M
|
| Coastline Trust Co |
2026 Q1
|
4/3/2026 |
578
|
$1.0 B
|
| Rise Advisors, LLC |
2026 Q1
|
4/3/2026 |
94
|
$280 M
|
| Investors Research Corp |
2026 Q1
|
4/3/2026 |
851
|
$520 M
|
| Global Wealth Strategies & Associates |
2026 Q1
|
4/3/2026 |
543
|
$410 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q1
|
4/3/2026 |
74
|
$450 M
|
| Employees Provident Fund Board |
2015 Q1
|
4/3/2026 |
49
|
$2.9 B
|
| Employees Provident Fund Board |
2015 Q2
|
4/3/2026 |
49
|
$2.9 B
|
| Employees Provident Fund Board |
2015 Q3
|
4/3/2026 |
46
|
$2.6 B
|
| Employees Provident Fund Board |
2015 Q4
|
4/3/2026 |
45
|
$2.9 B
|
| Ares Financial Consulting, LLC |
2026 Q1
|
4/2/2026 |
1,066
|
$130 M
|
| Seven Fleet Capital Management LP |
2025 Q4 - RESTATEMENT
|
4/2/2026 |
87
|
$150 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q1
|
4/2/2026 |
65
|
$300 M
|
| Cassady Wealth & Retirement Planning, LLC |
2025 Q4
|
4/2/2026 |
97
|
$150 M
|
| Noble Wealth Management PBC |
2026 Q1
|
4/2/2026 |
588
|
$200 M
|
| Silverleafe Capital Partners, LLC |
2026 Q1
|
4/2/2026 |
103
|
$340 M
|
| Somerset Trust Co |
2026 Q1
|
4/2/2026 |
222
|
$330 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q1
|
4/2/2026 |
156
|
$440 M
|
| Stash Investments, LLC |
2026 Q1
|
4/2/2026 |
5
|
$260 M
|
| Byrne Asset Management LLC |
2026 Q1
|
4/2/2026 |
569
|
$170 M
|
| Hilltop National Bank |
2026 Q1
|
4/2/2026 |
1,068
|
$420 M
|
| Ahara Advisors LLC |
2025 Q4
|
4/2/2026 |
50
|
$110 M
|
| Aspect Partners, LLC |
2026 Q1
|
4/2/2026 |
957
|
$240 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2026 Q1
|
4/2/2026 |
160
|
$1.1 M
|
| Soltis Investment Advisors LLC |
2025 Q4 - RESTATEMENT
|
4/2/2026 |
528
|
$1.5 B
|
| MJT & Associates Financial Advisory Group, Inc. |
2026 Q1
|
4/2/2026 |
442
|
$140 M
|
| Crumly & Associates Inc. |
2026 Q1
|
4/2/2026 |
200
|
$480 M
|
| McAlister, Sweet & Associates, Inc. |
2026 Q1
|
4/2/2026 |
32
|
$160 M
|
| Fulcrum Equity Management |
2026 Q1
|
4/2/2026 |
128
|
$100 M
|
| Stairway Partners, LLC |
2026 Q1
|
4/2/2026 |
18
|
$1.9 B
|
| NorthAvenue LLC |
2025 Q4
|
4/2/2026 |
375
|
$120 M
|
| Marex Group plc |
2024 Q1
|
4/2/2026 |
714
|
$3.1 B
|
| Marex Group plc |
2023 Q4
|
4/2/2026 |
855
|
$2.5 B
|
| Horizons Wealth Management |
2026 Q1
|
4/2/2026 |
173
|
$150 M
|
| Marex Group plc |
2023 Q3
|
4/2/2026 |
223
|
$710 M
|
| Marex Group plc |
2025 Q1
|
4/2/2026 |
1,054
|
$5.2 B
|
| Marex Group plc |
2024 Q4
|
4/2/2026 |
989
|
$5.9 B
|
| Marex Group plc |
2023 Q2
|
4/2/2026 |
233
|
$550 M
|
| Marex Group plc |
2023 Q1
|
4/2/2026 |
281
|
$760 M
|
| Marex Group plc |
2024 Q2
|
4/2/2026 |
931
|
$3.7 B
|
| Marex Group plc |
2022 Q4
|
4/2/2026 |
301
|
$700 M
|
| LBJ Family Wealth Advisors, Ltd. |
2026 Q1
|
4/1/2026 |
28
|
$170 k
|
| Mink Brook Asset Management LLC |
2026 Q1
|
4/1/2026 |
54
|
$180 M
|
| Royalty Pharma Sub-Manager, LLC |
2025 Q4
|
4/1/2026 |
4
|
$170 M
|
| Laurus Global Equity Management Inc. |
2026 Q1
|
4/1/2026 |
45
|
$100 M
|
| Robert B. Daugherty Foundation |
2026 Q1
|
4/1/2026 |
1
|
$100 M
|
| Aspen Wealth Management LLC |
2026 Q1
|
4/1/2026 |
124
|
$500 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2026 Q1
|
4/1/2026 |
392
|
$1.2 B
|
| Beacon Wealthcare LLC |
2026 Q1
|
4/1/2026 |
26
|
$280 M
|
| Vigilare Wealth Management |
2026 Q1
|
4/1/2026 |
109
|
$300 M
|
| BEACON FINANCIAL GROUP |
2025 Q4
|
4/1/2026 |
347
|
$1.0 B
|
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q1
|
4/1/2026 |
251
|
$290 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2026 Q1
|
4/1/2026 |
189
|
$490 M
|
| Bangor Savings Bank |
2026 Q1
|
4/1/2026 |
711
|
$1.3 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/1/2026 |
414
|
$6.4 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q1
|
4/1/2026 |
1
|
$9.8 M
|
| BancFirst Trust & Investment Management |
2026 Q1
|
4/1/2026 |
57
|
$230 M
|
| Adelphi Trust Co |
2026 Q1
|
4/1/2026 |
182
|
$120 M
|
| GP Brinson Investments LLC |
2026 Q1
|
4/1/2026 |
14
|
$220 M
|
| NEVILLE RODIE & SHAW INC |
2026 Q1
|
4/1/2026 |
336
|
$1.4 M
|
| Pensionfund Sabic |
2026 Q1
|
4/1/2026 |
77
|
$83 k
|
| Pensionfund PDN |
2026 Q1
|
4/1/2026 |
76
|
$170 k
|
| Signature Wealth Management Group |
2026 Q1
|
4/1/2026 |
128
|
$260 M
|