| First County Bank /CT/ |
2024 Q4
|
1/7/2025 |
315
|
$180 M
|
| Spartan Planning & Wealth Management |
2024 Q4
|
1/7/2025 |
71
|
$110 M
|
| Birch Capital Management, LLC |
2024 Q4
|
1/7/2025 |
84
|
$200 M
|
| Rise Advisors, LLC |
2024 Q4
|
1/7/2025 |
1,119
|
$210 M
|
| Bath Savings Trust Co |
2024 Q4
|
1/7/2025 |
264
|
$980 M
|
| Regent Peak Wealth Advisors LLC |
2024 Q4
|
1/7/2025 |
178
|
$440 M
|
| Stonehearth Capital Management, LLC |
2024 Q4
|
1/7/2025 |
79
|
$250 M
|
| Union Heritage Capital, LLC |
2023 Q4
|
1/7/2025 |
53
|
$190 M
|
| GP Brinson Investments LLC |
2024 Q4
|
1/7/2025 |
16
|
$240 M
|
| Bank & Trust Co |
2024 Q4
|
1/7/2025 |
285
|
$120 M
|
| FC Advisory LLC |
2024 Q4
|
1/7/2025 |
106
|
$300 M
|
| Diversified Trust Co |
2024 Q4
|
1/7/2025 |
1,112
|
$4.1 B
|
| MOLLER WEALTH PARTNERS |
2024 Q4
|
1/7/2025 |
64
|
$380 M
|
| CVA Family Office, LLC |
2024 Q4
|
1/7/2025 |
1,288
|
$630 M
|
| Bank of New Hampshire |
2024 Q4
|
1/7/2025 |
458
|
$390 M
|
| Bangor Savings Bank |
2024 Q4
|
1/7/2025 |
726
|
$1.1 B
|
| Stephens Group, LLC |
2024 Q4
|
1/7/2025 |
3
|
$200 M
|
| Horizons Wealth Management |
2024 Q4
|
1/6/2025 |
171
|
$130 M
|
| APEIRON CAPITAL Ltd |
2024 Q4
|
1/6/2025 |
13
|
$270 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2024 Q4
|
1/6/2025 |
58
|
$300 k
|
| Clay Northam Wealth Management, LLC |
2024 Q3
|
1/6/2025 |
92
|
$150 M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q4
|
1/6/2025 |
23
|
$160 k
|
| Ridgeline Wealth, LLC |
2024 Q4
|
1/6/2025 |
55
|
$120 M
|
| ShankerValleau Wealth Advisors, Inc. |
2024 Q4
|
1/6/2025 |
35
|
$310 M
|
| Canandaigua National Trust Co of Florida |
2024 Q4
|
1/6/2025 |
110
|
$130 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2024 Q4
|
1/6/2025 |
324
|
$1.0 B
|
| Union Heritage Capital, LLC |
2023 Q3
|
1/6/2025 |
51
|
$180 M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2024 Q4
|
1/6/2025 |
55
|
$160 M
|
| Advance Capital Management, Inc. |
2024 Q4
|
1/6/2025 |
153
|
$2.2 B
|
| Oliver Luxxe Assets LLC |
2024 Q4
|
1/6/2025 |
186
|
$580 M
|
| FORTEM FINANCIAL GROUP, LLC |
2024 Q4
|
1/6/2025 |
176
|
$260 M
|
| Insight Wealth Strategies, LLC |
2024 Q4
|
1/6/2025 |
152
|
$750 M
|
| DOLIVER ADVISORS, LP |
2024 Q4
|
1/6/2025 |
157
|
$360 M
|
| Edgehill Endowment Partners, LLC |
2024 Q4
|
1/6/2025 |
1
|
$0
|
| Kozak & Associates, Inc. |
2024 Q4
|
1/6/2025 |
439
|
$440 M
|
| Iowa State Bank |
2024 Q4
|
1/6/2025 |
108
|
$480 M
|
| Stairway Partners, LLC |
2024 Q4
|
1/6/2025 |
18
|
$1.6 B
|
| Kings Path Partners LLC |
2024 Q4
|
1/6/2025 |
288
|
$230 M
|
| Bard Financial Services, Inc. |
2024 Q4
|
1/6/2025 |
209
|
$830 M
|
| Capital Market Strategies LLC |
2024 Q4
|
1/6/2025 |
156
|
$170 M
|
| O'Connor Financial Group LLC |
2024 Q4
|
1/6/2025 |
55
|
$190 M
|
| Silverleafe Capital Partners, LLC |
2024 Q4
|
1/6/2025 |
101
|
$320 M
|
| NEVILLE RODIE & SHAW INC |
2024 Q4
|
1/6/2025 |
347
|
$1.4 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2024 Q4
|
1/6/2025 |
223
|
$240 M
|
| Boltwood Capital Management |
2024 Q4
|
1/6/2025 |
170
|
$330 M
|
| Hiley Hunt Wealth Management |
2024 Q4
|
1/6/2025 |
39
|
$180 M
|
| CWA Asset Management Group, LLC |
2024 Q4
|
1/6/2025 |
559
|
$2.0 B
|
| Pensionfund Sabic |
2024 Q4
|
1/6/2025 |
215
|
$380 k
|
| Pensionfund DSM Netherlands |
2024 Q4
|
1/6/2025 |
69
|
$160 k
|
| Legacy Wealth Management, LLC / MS |
2024 Q4
|
1/6/2025 |
88
|
$250 M
|
| NORDEA INVESTMENT MANAGEMENT AB |
2024 Q4
|
1/6/2025 |
2,486
|
$96 B
|
| RK Asset Management, LLC |
2024 Q4
|
1/3/2025 |
23
|
$120 k
|
| Soltis Investment Advisors LLC |
2024 Q3 - RESTATEMENT
|
1/3/2025 |
364
|
$1.0 B
|
| Beacon Wealthcare LLC |
2024 Q4
|
1/3/2025 |
25
|
$250 M
|
| jvl associates llc |
2024 Q4
|
1/3/2025 |
55
|
$260 M
|
| First City Capital Management, Inc. |
2024 Q4
|
1/3/2025 |
153
|
$190 M
|
| Central Pacific Bank - Trust Division |
2024 Q4
|
1/3/2025 |
977
|
$760 M
|
| DUDLEY & SHANLEY, INC. |
2024 Q4
|
1/3/2025 |
38
|
$650 M
|
| Dentgroup LLC |
2024 Q4
|
1/3/2025 |
80
|
$130 M
|
| Allie Family Office LLC |
2024 Q3 - NEW HOLDINGS
|
1/3/2025 |
93
|
$190 M
|
| Allie Family Office LLC |
2024 Q2 - NEW HOLDINGS
|
1/3/2025 |
84
|
$170 M
|
| Allie Family Office LLC |
2024 Q1 - NEW HOLDINGS
|
1/3/2025 |
82
|
$170 M
|
| Integrated Capital Management, LLC |
2024 Q4
|
1/3/2025 |
57
|
$190 k
|
| First Citizens Financial Corp |
2024 Q4
|
1/3/2025 |
123
|
$180 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2024 Q4
|
1/3/2025 |
69
|
$400 M
|
| EVERENCE CAPITAL MANAGEMENT INC |
2024 Q4
|
1/3/2025 |
814
|
$1.5 M
|
| Modus Advisors, LLC |
2024 Q4
|
1/3/2025 |
326
|
$320 M
|
| Centre Asset Management, LLC |
2024 Q4
|
1/3/2025 |
56
|
$440 k
|
| General Partner, Inc. |
2024 Q4
|
1/3/2025 |
268
|
$170 M
|
| NRI Wealth Management LC |
2024 Q4
|
1/2/2025 |
26
|
$140 M
|
| Franchise Capital Ltd |
2024 Q4
|
1/2/2025 |
16
|
$220 M
|
| GAMMA Investing LLC |
2024 Q4
|
1/2/2025 |
3,776
|
$1.2 B
|
| Versant Capital Management, Inc |
2024 Q4
|
1/2/2025 |
2,377
|
$460 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2024 Q4
|
1/2/2025 |
429
|
$1.1 B
|
| Peirce Capital Management, LLC |
2024 Q4
|
1/2/2025 |
35
|
$190 M
|
| IMPACTfolio, LLC |
2024 Q4
|
1/2/2025 |
49
|
$190 M
|
| Trust Co of the South |
2024 Q4
|
1/2/2025 |
127
|
$490 M
|
| Global Wealth Strategies & Associates |
2024 Q4
|
1/2/2025 |
453
|
$320 M
|
| Somnio Financial Group, LLC |
2024 Q4
|
1/2/2025 |
14
|
$130 M
|
| BancFirst Trust & Investment Management |
2024 Q4
|
1/2/2025 |
74
|
$220 M
|
| CACTI ASSET MANAGEMENT LLC |
2024 Q4
|
1/2/2025 |
75
|
$1.3 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2024 Q4
|
1/2/2025 |
359
|
$7.2 B
|
| Old Port Advisors |
2024 Q4
|
1/2/2025 |
229
|
$350 M
|
| Irth Capital Management LP |
2024 Q4
|
1/2/2025 |
1
|
$67 M
|