| Three Seasons Wealth, LLC |
2023 Q4
|
4/4/2025 |
88
|
$110 M
|
| Three Seasons Wealth, LLC |
2024 Q1
|
4/4/2025 |
86
|
$140 M
|
| Three Seasons Wealth, LLC |
2023 Q3
|
4/4/2025 |
61
|
$100 M
|
| WEBSTER BANK, N. A. |
2025 Q1
|
4/4/2025 |
733
|
$910 M
|
| Quent Capital, LLC |
2025 Q1
|
4/4/2025 |
1,328
|
$950 M
|
| Kings Path Partners LLC |
2025 Q1
|
4/4/2025 |
257
|
$200 M
|
| FARMERS TRUST CO |
2025 Q1
|
4/4/2025 |
187
|
$530 M
|
| Sage Capital Advisors,llc |
2025 Q1
|
4/4/2025 |
131
|
$380 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2025 Q1
|
4/4/2025 |
788
|
$960 M
|
| Agate Pass Investment Management, LLC |
2025 Q1
|
4/4/2025 |
107
|
$230 M
|
| Baring Financial LLC |
2025 Q1
|
4/4/2025 |
65
|
$120 M
|
| General Partner, Inc. |
2025 Q1
|
4/4/2025 |
266
|
$150 M
|
| Legacy Private Trust Co. |
2025 Q1
|
4/4/2025 |
320
|
$1.5 B
|
| Key Colony Management, LLC |
2025 Q1
|
4/4/2025 |
7
|
$64 M
|
| Capital Market Strategies LLC |
2025 Q1
|
4/4/2025 |
143
|
$150 M
|
| AGH Wealth Advisors, LLC |
2024 Q4
|
4/4/2025 |
176
|
$110 M
|
| COOPER INVESTORS PTY LTD |
2014 Q3
|
4/3/2025 |
25
|
$740 M
|
| COOPER INVESTORS PTY LTD |
2014 Q4
|
4/3/2025 |
28
|
$750 M
|
| COOPER INVESTORS PTY LTD |
2015 Q2
|
4/3/2025 |
30
|
$460 M
|
| COOPER INVESTORS PTY LTD |
2015 Q1
|
4/3/2025 |
26
|
$610 M
|
| COOPER INVESTORS PTY LTD |
2015 Q3
|
4/3/2025 |
29
|
$430 M
|
| COOPER INVESTORS PTY LTD |
2016 Q1
|
4/3/2025 |
29
|
$480 M
|
| COOPER INVESTORS PTY LTD |
2015 Q4
|
4/3/2025 |
28
|
$460 M
|
| COOPER INVESTORS PTY LTD |
2016 Q4
|
4/3/2025 |
35
|
$560 M
|
| COOPER INVESTORS PTY LTD |
2016 Q2
|
4/3/2025 |
35
|
$480 M
|
| COOPER INVESTORS PTY LTD |
2016 Q3
|
4/3/2025 |
36
|
$510 M
|
| COOPER INVESTORS PTY LTD |
2017 Q1
|
4/3/2025 |
35
|
$630 M
|
| COOPER INVESTORS PTY LTD |
2017 Q2
|
4/3/2025 |
34
|
$660 M
|
| COOPER INVESTORS PTY LTD |
2017 Q3
|
4/3/2025 |
33
|
$710 M
|
| COOPER INVESTORS PTY LTD |
2013 Q1
|
4/3/2025 |
23
|
$190 M
|
| COOPER INVESTORS PTY LTD |
2013 Q2
|
4/3/2025 |
22
|
$200 M
|
| COOPER INVESTORS PTY LTD |
2013 Q3
|
4/3/2025 |
22
|
$260 M
|
| CADINHA & CO LLC |
2025 Q1
|
4/3/2025 |
99
|
$470 M
|
| COOPER INVESTORS PTY LTD |
2014 Q2
|
4/3/2025 |
26
|
$750 M
|
| COOPER INVESTORS PTY LTD |
2014 Q1
|
4/3/2025 |
24
|
$430 M
|
| COOPER INVESTORS PTY LTD |
2013 Q4
|
4/3/2025 |
21
|
$460 M
|
| Vida Ventures Advisors, LLC |
2025 Q1
|
4/3/2025 |
3
|
$14 M
|
| Versant Capital Management, Inc |
2025 Q1
|
4/3/2025 |
2,512
|
$600 M
|
| Hiley Hunt Wealth Management |
2025 Q1
|
4/3/2025 |
43
|
$180 M
|
| FIRST HAWAIIAN BANK |
2025 Q1
|
4/3/2025 |
1,199
|
$3.0 B
|
| Central Pacific Bank - Trust Division |
2025 Q1
|
4/3/2025 |
930
|
$720 M
|
| Union Heritage Capital, LLC |
2024 Q4
|
4/3/2025 |
59
|
$270 M
|
| Boston Common Asset Management, LLC |
2025 Q1
|
4/3/2025 |
307
|
$3.3 B
|
| ADIRONDACK TRUST CO |
2025 Q1
|
4/3/2025 |
568
|
$260 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2025 Q1
|
4/3/2025 |
72
|
$120 k
|
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q1
|
4/3/2025 |
157
|
$370 M
|
| North Berkeley Wealth Management, LLC |
2024 Q4
|
4/3/2025 |
68
|
$98 M
|
| First Citizens Financial Corp |
2025 Q1
|
4/3/2025 |
123
|
$180 M
|
| jvl associates llc |
2025 Q1
|
4/3/2025 |
58
|
$250 M
|
| Insight Wealth Strategies, LLC |
2025 Q1
|
4/3/2025 |
158
|
$740 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2025 Q1
|
4/3/2025 |
58
|
$300 k
|
| Stephens Group, LLC |
2025 Q1
|
4/3/2025 |
3
|
$190 M
|
| Franchise Capital Ltd |
2025 Q1
|
4/2/2025 |
20
|
$170 M
|
| JACOBS & CO/CA |
2025 Q1
|
4/2/2025 |
122
|
$940 k
|
| Legacy Wealth Management, LLC / MS |
2025 Q1
|
4/2/2025 |
97
|
$310 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q1
|
4/2/2025 |
81
|
$140 k
|
| PARK NATIONAL CORP /OH/ |
2025 Q1
|
4/2/2025 |
468
|
$2.7 B
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2025 Q1
|
4/2/2025 |
72
|
$360 M
|
| Clark Asset Management, LLC |
2024 Q4
|
4/2/2025 |
138
|
$540 M
|
| PICTON MAHONEY ASSET MANAGEMENT |
2024 Q4 - RESTATEMENT
|
4/2/2025 |
852
|
$4.9 B
|
| 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
|