| CENTRAL BANK & TRUST CO |
2025 Q1
|
4/14/2025 |
196
|
$600 M
|
| Lloyd Advisory Services, LLC. |
2025 Q1
|
4/14/2025 |
98
|
$200 M
|
| Meridian Financial Partners LLC |
2025 Q1
|
4/14/2025 |
104
|
$200 M
|
| BENNETT SELBY INVESTMENTS LP |
2025 Q1
|
4/14/2025 |
75
|
$250 M
|
| Bangor Savings Bank |
2025 Q1
|
4/14/2025 |
729
|
$1.1 B
|
| STANCE CAPITAL LLC |
2024 Q4
|
4/14/2025 |
387
|
$160 M
|
| PARK AVENUE SECURITIES LLC |
2025 Q1
|
4/14/2025 |
1,155
|
$8.1 B
|
| OLD NATIONAL BANCORP /IN/ |
2025 Q1
|
4/14/2025 |
902
|
$3.8 B
|
| SOA Wealth Advisors, LLC. |
2025 Q1
|
4/14/2025 |
882
|
$480 M
|
| Global Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
28
|
$170 M
|
| Lansforsakringar Fondforvaltning AB (publ) |
2024 Q4 - NEW HOLDINGS
|
4/14/2025 |
563
|
$18 B
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/14/2025 |
90
|
$180 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2025 Q1
|
4/14/2025 |
83
|
$710 M
|
| Flagship Private Wealth, LLC |
2025 Q1
|
4/14/2025 |
101
|
$210 M
|
| Broadway Wealth Solutions, Inc. |
2025 Q1
|
4/14/2025 |
88
|
$140 M
|
| Greenspring Advisors, LLC |
2025 Q1
|
4/14/2025 |
99
|
$420 M
|
| Client First Investment Management LLC |
2025 Q1
|
4/14/2025 |
14
|
$150 M
|
| Kennebec Savings Bank |
2025 Q1
|
4/14/2025 |
272
|
$94 M
|
| NavPoint Financial, Inc. |
2025 Q1
|
4/14/2025 |
55
|
$140 M
|
| Upper Left Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
62
|
$140 M
|
| Seilern Investment Management Ltd |
2025 Q1
|
4/14/2025 |
23
|
$1.5 B
|
| RDA Financial Network |
2025 Q1
|
4/14/2025 |
243
|
$340 M
|
| Miracle Mile Advisors, LLC |
2025 Q1
|
4/14/2025 |
647
|
$5.0 B
|
| Baron Financial Group, LLC |
2025 Q1
|
4/14/2025 |
47
|
$160 M
|
| Patriot Financial Group Insurance Agency, LLC |
2025 Q1
|
4/14/2025 |
493
|
$750 M
|
| Financial Advisory Corp |
2025 Q1
|
4/14/2025 |
47
|
$600 M
|
| Revolve Wealth Partners, LLC |
2025 Q1
|
4/14/2025 |
225
|
$690 M
|
| Rockwood Wealth Management, LLC |
2025 Q1
|
4/14/2025 |
97
|
$980 M
|
| Charter Oak Capital Management, LLC |
2025 Q1
|
4/14/2025 |
200
|
$1.1 B
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q1
|
4/14/2025 |
113
|
$360 M
|
| Wedmont Private Capital |
2025 Q1
|
4/14/2025 |
700
|
$2.0 B
|
| UMB Bank, n.a. |
2025 Q1
|
4/14/2025 |
2,921
|
$6.1 B
|
| Arbor Wealth Advisors LLC |
2025 Q1
|
4/14/2025 |
48
|
$110 M
|
| Wynn Capital, LLC |
2025 Q1
|
4/14/2025 |
108
|
$170 M
|
| Griffith & Werner, Inc. |
2025 Q1
|
4/14/2025 |
67
|
$160 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q1
|
4/14/2025 |
284
|
$1.2 B
|
| City Center Advisors, LLC |
2025 Q1
|
4/14/2025 |
151
|
$86 M
|
| Dentgroup LLC |
2025 Q1
|
4/14/2025 |
83
|
$130 M
|
| Wealthcare Capital Partners, LLC |
2025 Q1
|
4/14/2025 |
128
|
$190 M
|
| Barden Capital Management, Inc. |
2025 Q1
|
4/14/2025 |
60
|
$110 M
|
| Bank of New Hampshire |
2025 Q1
|
4/14/2025 |
455
|
$380 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/14/2025 |
109
|
$120 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2025 Q1
|
4/14/2025 |
34
|
$130 M
|
| BEACH INVESTMENT COUNSEL INC/PA |
2025 Q1
|
4/14/2025 |
118
|
$680 M
|
| Yarbrough Capital, LLC |
2025 Q1
|
4/14/2025 |
196
|
$2.3 B
|
| Mercuria Capital Strategies, LLC |
2025 Q1
|
4/14/2025 |
6
|
$83 M
|
| LPWM LLC |
2025 Q1
|
4/14/2025 |
84
|
$310 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q1
|
4/14/2025 |
91
|
$98 M
|
| ARS Wealth Advisors Group, LLC |
2025 Q1
|
4/14/2025 |
161
|
$710 M
|
| Perennial Advisors, LLC |
2025 Q1
|
4/14/2025 |
113
|
$500 M
|
| SENTINEL PENSION ADVISORS, LLC |
2025 Q1
|
4/14/2025 |
111
|
$540 M
|
| Clean Yield Group |
2025 Q1
|
4/14/2025 |
449
|
$310 M
|
| FFG RETIREMENT ADVISORS LLC |
2025 Q1
|
4/14/2025 |
43
|
$150 M
|
| EAGLE WEALTH STRATEGIES LLC |
2025 Q1
|
4/14/2025 |
97
|
$160 M
|
| BOURNE LENT ASSET MANAGEMENT INC |
2025 Q1
|
4/14/2025 |
61
|
$230 M
|
| Buttonwood Financial Group, LLC |
2025 Q1
|
4/14/2025 |
28
|
$170 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q1
|
4/14/2025 |
138
|
$420 M
|
| Regent Peak Wealth Advisors LLC |
2025 Q1
|
4/14/2025 |
177
|
$420 M
|
| LexAurum Advisors, LLC |
2025 Q1
|
4/14/2025 |
346
|
$520 M
|
| ONE Advisory Partners, LLC |
2025 Q1
|
4/14/2025 |
48
|
$230 M
|
| Stillwater Wealth Management Group |
2024 Q4
|
4/14/2025 |
68
|
$110 M
|
| WealthNavi Inc. |
2025 Q1
|
4/14/2025 |
10
|
$9.0 B
|
| WIT Partners Advisory Pte. Ltd. |
2025 Q1
|
4/14/2025 |
1
|
$300 M
|
| TB Alternative Assets Ltd. |
2025 Q1
|
4/14/2025 |
44
|
$430 M
|
| Piscataqua Savings Bank |
2025 Q1
|
4/11/2025 |
450
|
$110 M
|
| Renaissance Capital LLC |
2025 Q1
|
4/11/2025 |
28
|
$130 M
|
| Perkins Coie Trust Co |
2025 Q1
|
4/11/2025 |
494
|
$440 M
|
| Private Advisory Group LLC |
2024 Q4 - RESTATEMENT
|
4/11/2025 |
306
|
$890 M
|
| First City Capital Management, Inc. |
2025 Q1
|
4/11/2025 |
147
|
$170 M
|
| CLG LLC |
2024 Q4
|
4/11/2025 |
117
|
$280 M
|
| Principia Wealth Advisory, LLC |
2025 Q1
|
4/11/2025 |
856
|
$100 M
|
| Principia Wealth Advisory, LLC |
2024 Q4
|
4/11/2025 |
777
|
$110 M
|
| CMC Financial Group |
2025 Q1
|
4/11/2025 |
32
|
$44 M
|
| ROB Exploration LLC |
2025 Q1
|
4/11/2025 |
1
|
$14 M
|
| Cisco Systems, Inc. |
2025 Q1
|
4/11/2025 |
2
|
$240 M
|
| Gleason Group, Inc. |
2025 Q1
|
4/11/2025 |
190
|
$550 M
|
| Lake Hills Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
43
|
$140 M
|
| GODSEY & GIBB, INC |
2025 Q1
|
4/11/2025 |
390
|
$1.0 B
|
| WealthBridge Investment Counsel Inc. |
2025 Q1
|
4/11/2025 |
47
|
$270 M
|
| Persium Advisors, LLC |
2025 Q1
|
4/11/2025 |
57
|
$110 M
|
| Holland Advisory Services, Inc. |
2025 Q1
|
4/11/2025 |
43
|
$66 M
|
| Joule Financial, LLC |
2025 Q1
|
4/11/2025 |
103
|
$280 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2025 Q1
|
4/11/2025 |
69
|
$130 M
|
| Compton Financial Group, LLC |
2025 Q1
|
4/11/2025 |
48
|
$350 M
|
| Sulzberger Capital Advisors, Inc. |
2025 Q1
|
4/11/2025 |
48
|
$76 M
|
| Towneley Capital Management, Inc / DE |
2025 Q1
|
4/11/2025 |
44
|
$430 M
|
| Reliant Investment Management, LLC |
2025 Q1
|
4/11/2025 |
58
|
$190 M
|
| Strategent Financial, LLC |
2025 Q1
|
4/11/2025 |
33
|
$110 M
|
| AAFMAA Wealth Management & Trust LLC |
2025 Q1
|
4/11/2025 |
114
|
$220 M
|
| Princeton Global Asset Management LLC |
2025 Q1
|
4/11/2025 |
599
|
$500 M
|
| Intergy Private Wealth, LLC |
2025 Q1
|
4/11/2025 |
94
|
$260 M
|
| Hoese & Co LLP |
2025 Q1
|
4/11/2025 |
177
|
$120 M
|
| Barton Investment Management |
2025 Q1
|
4/11/2025 |
46
|
$810 M
|
| Cooper Capital Advisors LLC |
2024 Q4
|
4/11/2025 |
35
|
$96 M
|
| Fiduciary Planning LLC |
2025 Q1
|
4/11/2025 |
75
|
$300 M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2025 Q1
|
4/11/2025 |
18
|
$190 M
|
| Pine Haven Investment Counsel, Inc |
2025 Q1
|
4/11/2025 |
113
|
$120 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2025 Q1
|
4/11/2025 |
504
|
$8.7 B
|
| GGM Financials LLC |
2025 Q1
|
4/11/2025 |
61
|
$150 M
|
| LPF Advisors LLC |
2025 Q1
|
4/11/2025 |
34
|
$120 M
|