| NOMURA ASSET MANAGEMENT CO LTD |
2022 Q2 - RESTATEMENT
|
1/10/2025 |
2,299
|
$16 B
|
| Trinity Financial Advisors LLC |
2024 Q4
|
1/10/2025 |
86
|
$260 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2022 Q1 - RESTATEMENT
|
1/10/2025 |
2,283
|
$18 B
|
| Lowe Wealth Advisors, LLC |
2024 Q4
|
1/10/2025 |
360
|
$230 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q4 - RESTATEMENT
|
1/10/2025 |
1,757
|
$20 B
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q3 - RESTATEMENT
|
1/10/2025 |
1,720
|
$18 B
|
| Bruce G. Allen Investments, LLC |
2024 Q4
|
1/10/2025 |
1,090
|
$120 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q2 - RESTATEMENT
|
1/10/2025 |
1,758
|
$17 B
|
| Atlas Brown,Inc. |
2024 Q4
|
1/10/2025 |
206
|
$290 M
|
| Union Heritage Capital, LLC |
2024 Q3
|
1/10/2025 |
59
|
$270 M
|
| Union Heritage Capital, LLC |
2024 Q2
|
1/10/2025 |
59
|
$250 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q1 - RESTATEMENT
|
1/10/2025 |
1,883
|
$16 B
|
| NOMURA ASSET MANAGEMENT CO LTD |
2020 Q4 - RESTATEMENT
|
1/10/2025 |
2,162
|
$15 B
|
| Sugarloaf Wealth Management, LLC |
2024 Q4
|
1/10/2025 |
686
|
$530 M
|
| HBW ADVISORY SERVICES LLC |
2024 Q4
|
1/10/2025 |
376
|
$970 M
|
| Praetorian Wealth Management, Inc. |
2024 Q4
|
1/10/2025 |
61
|
$410 M
|
| JACOBS & CO/CA |
2024 Q4
|
1/10/2025 |
126
|
$980 k
|
| Heartwood Wealth Advisors LLC |
2024 Q4
|
1/10/2025 |
170
|
$890 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2024 Q4
|
1/10/2025 |
614
|
$310 M
|
| Sage Capital Advisors,llc |
2024 Q4
|
1/10/2025 |
136
|
$380 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2024 Q4
|
1/10/2025 |
155
|
$930 k
|
| Buska Wealth Management, LLC |
2024 Q1 - RESTATEMENT
|
1/10/2025 |
52
|
$230 M
|
| Buska Wealth Management, LLC |
2024 Q2 - RESTATEMENT
|
1/10/2025 |
55
|
$250 M
|
| Buska Wealth Management, LLC |
2024 Q3 - RESTATEMENT
|
1/10/2025 |
58
|
$290 M
|
| ORG Wealth Partners, LLC |
2024 Q4
|
1/10/2025 |
5,862
|
$320 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2024 Q4
|
1/10/2025 |
168
|
$1.5 M
|
| Ridgewood Investments LLC |
2024 Q4
|
1/10/2025 |
736
|
$210 M
|
| HARBOR CAPITAL ADVISORS, INC. |
2024 Q4
|
1/10/2025 |
1,319
|
$2.3 M
|
| CCM INVESTMENT ADVISERS LLC |
2024 Q4
|
1/10/2025 |
75
|
$900 M
|
| Hilltop National Bank |
2024 Q4
|
1/10/2025 |
1,022
|
$330 M
|
| A. D. Beadell Investment Counsel, Inc. |
2024 Q4
|
1/10/2025 |
88
|
$120 k
|
| ST GERMAIN D J CO INC |
2024 Q4
|
1/10/2025 |
837
|
$2.2 B
|
| NorthCrest Asset Manangement, LLC |
2024 Q4
|
1/10/2025 |
552
|
$3.3 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2024 Q4
|
1/10/2025 |
2,814
|
$49 B
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2024 Q4
|
1/10/2025 |
51
|
$290 k
|
| Avondale Wealth Management |
2024 Q4
|
1/10/2025 |
112
|
$160 M
|
| ORG Partners LLC |
2024 Q4
|
1/10/2025 |
41,684
|
$740 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/10/2025 |
237
|
$250 M
|
| Marotta Asset Management |
2024 Q4
|
1/10/2025 |
110
|
$480 M
|
| AGINCOURT CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/10/2025 |
3
|
$100 M
|
| CALEDONIA INVESTMENTS PLC |
2024 Q4
|
1/10/2025 |
14
|
$840 M
|
| First International Bank & Trust |
2024 Q4
|
1/10/2025 |
97
|
$310 M
|
| Wealth Group Ltd |
2024 Q4
|
1/8/2025 |
65
|
$350 M
|
| CUMBERLAND ADVISORS INC |
2024 Q4
|
1/8/2025 |
49
|
$250 M
|
| FIRST HAWAIIAN BANK |
2024 Q4
|
1/8/2025 |
1,246
|
$3.1 B
|
| Michael S. Ryan, Inc. |
2024 Q4
|
1/8/2025 |
48
|
$150 M
|
| Partnership Wealth Management, LLC |
2024 Q4
|
1/8/2025 |
72
|
$120 M
|
| Legacy Private Trust Co. |
2024 Q4
|
1/8/2025 |
314
|
$1.5 B
|
| FARMERS TRUST CO |
2024 Q4
|
1/8/2025 |
189
|
$540 M
|
| Douglas Lane & Associates, LLC |
2024 Q4
|
1/8/2025 |
234
|
$7.1 B
|
| Shearwater Capital LLC |
2024 Q4
|
1/8/2025 |
45
|
$150 M
|
| InvesTrust |
2024 Q4
|
1/8/2025 |
94
|
$360 M
|
| PRIVATE CLIENT SERVICES, LLC |
2024 Q4
|
1/8/2025 |
186
|
$190 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q3 - RESTATEMENT
|
1/8/2025 |
79
|
$190 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q2 - RESTATEMENT
|
1/8/2025 |
78
|
$180 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q1 - RESTATEMENT
|
1/8/2025 |
78
|
$180 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q4 - RESTATEMENT
|
1/8/2025 |
82
|
$170 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q3 - RESTATEMENT
|
1/8/2025 |
78
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q2 - RESTATEMENT
|
1/8/2025 |
92
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q1 - RESTATEMENT
|
1/8/2025 |
88
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q4 - RESTATEMENT
|
1/8/2025 |
92
|
$140 M
|
| SL ADVISORS, LLC |
2024 Q4
|
1/8/2025 |
35
|
$60 M
|
| Worth Asset Management, LLC |
2024 Q4
|
1/8/2025 |
382
|
$190 M
|
| Fulton Bank, N.A. |
2024 Q4
|
1/8/2025 |
1,111
|
$2.6 B
|
| HILLTOP WEALTH ADVISORS, LLC |
2024 Q4
|
1/8/2025 |
51
|
$200 M
|
| Oriental Harbor Investment Fund |
2024 Q4
|
1/8/2025 |
14
|
$990 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2024 Q4
|
1/8/2025 |
164
|
$360 M
|
| Buska Wealth Management, LLC |
2024 Q3
|
1/8/2025 |
60
|
$310 M
|
| MBL Wealth, LLC |
2024 Q3
|
1/8/2025 |
241
|
$930 M
|
| Rempart Asset Management Inc. |
2024 Q4
|
1/8/2025 |
35
|
$500 M
|
| Union Heritage Capital, LLC |
2024 Q1
|
1/8/2025 |
59
|
$250 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2024 Q4
|
1/8/2025 |
831
|
$1.2 B
|
| PARK NATIONAL CORP /OH/ |
2024 Q4
|
1/8/2025 |
461
|
$2.7 B
|
| Northcape Capital Pty Ltd |
2024 Q4
|
1/7/2025 |
31
|
$630 k
|
| Innova Wealth Partners |
2024 Q4
|
1/7/2025 |
89
|
$160 M
|
| Peoples Bank/KS |
2024 Q4
|
1/7/2025 |
318
|
$140 M
|
| Sterneck Capital Management, LLC |
2024 Q4
|
1/7/2025 |
96
|
$190 M
|
| Weaver Consulting Group |
2024 Q4
|
1/7/2025 |
220
|
$330 M
|
| SANDER CAPITAL ADVISORS INC |
2024 Q4
|
1/7/2025 |
15
|
$220 k
|
| Range Financial Group LLC |
2024 Q4
|
1/7/2025 |
182
|
$220 M
|
| Legend Financial Advisors, Inc. |
2024 Q4
|
1/7/2025 |
267
|
$140 M
|
| Aristotle Pacific Capital, LLC |
2024 Q2 - RESTATEMENT
|
1/7/2025 |
6
|
$300 M
|
| McAlister, Sweet & Associates, Inc. |
2024 Q4
|
1/7/2025 |
30
|
$140 M
|
| Aristotle Pacific Capital, LLC |
2024 Q1 - RESTATEMENT
|
1/7/2025 |
6
|
$270 M
|
| Aristotle Pacific Capital, LLC |
2023 Q4 - RESTATEMENT
|
1/7/2025 |
5
|
$240 M
|
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/7/2025 |
109
|
$200 M
|
| Westwind Capital |
2024 Q4
|
1/7/2025 |
40
|
$460 k
|
| Benchmark Wealth Management, LLC |
2024 Q4
|
1/7/2025 |
52
|
$200 M
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/7/2025 |
96
|
$2.5 M
|
| Norway Savings Bank |
2024 Q4
|
1/7/2025 |
184
|
$180 M
|
| Strathmore Capital Advisors, Inc. |
2024 Q4
|
1/7/2025 |
37
|
$140 M
|
| 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
|