| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q2
|
7/2/2025 |
298
|
$550 M
|
| JBGlobal.com LLC |
2025 Q2
|
7/2/2025 |
28
|
$96 M
|
| City Center Advisors, LLC |
2025 Q2
|
7/2/2025 |
164
|
$93 M
|
| Norway Savings Bank |
2025 Q2
|
7/2/2025 |
177
|
$190 M
|
| Capital Market Strategies LLC |
2025 Q2
|
7/2/2025 |
139
|
$140 M
|
| S. R. Schill & Associates |
2025 Q2
|
7/2/2025 |
26
|
$140 M
|
| Michael S. Ryan, Inc. |
2025 Q2
|
7/2/2025 |
48
|
$160 M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q2
|
7/2/2025 |
28
|
$110 M
|
| InvesTrust |
2025 Q2
|
7/2/2025 |
94
|
$260 M
|
| BANK OF NOVA SCOTIA |
2025 Q1 - RESTATEMENT
|
7/2/2025 |
1,370
|
$45 B
|
| HAMILTON LANE ADVISORS LLC |
2025 Q2
|
7/2/2025 |
14
|
$140 M
|
| BANK OF NOVA SCOTIA |
2024 Q4 - RESTATEMENT
|
7/2/2025 |
1,389
|
$57 B
|
| Boston Standard Wealth Management, LLC |
2025 Q2
|
7/2/2025 |
48
|
$560 M
|
| Dentgroup LLC |
2025 Q2
|
7/2/2025 |
89
|
$140 M
|
| HBW ADVISORY SERVICES LLC |
2025 Q2
|
7/2/2025 |
399
|
$810 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q2
|
7/2/2025 |
183
|
$760 M
|
| DOLIVER ADVISORS, LP |
2025 Q2
|
7/2/2025 |
167
|
$370 M
|
| Helen Stephens Group, LLC |
2025 Q2
|
7/2/2025 |
88
|
$400 M
|
| Crumly & Associates Inc. |
2025 Q2
|
7/2/2025 |
159
|
$410 M
|
| Marotta Asset Management |
2025 Q2
|
7/2/2025 |
105
|
$500 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2025 Q2
|
7/2/2025 |
417
|
$1.1 B
|
| JACOBS & CO/CA |
2025 Q2
|
7/2/2025 |
123
|
$1.0 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q2
|
7/2/2025 |
154
|
$960 k
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2025 Q2
|
7/2/2025 |
71
|
$410 M
|
| Central Pacific Bank - Trust Division |
2025 Q2
|
7/1/2025 |
922
|
$780 M
|
| NEVILLE RODIE & SHAW INC |
2025 Q2
|
7/1/2025 |
339
|
$1.3 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q2
|
7/1/2025 |
76
|
$1.4 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/1/2025 |
451
|
$7.1 B
|
| Legacy Wealth Management, LLC / MS |
2025 Q2
|
7/1/2025 |
90
|
$330 M
|
| Prysm Capital, L.P. |
2025 Q2
|
7/1/2025 |
1
|
$11 M
|
| PARK NATIONAL CORP /OH/ |
2025 Q2
|
7/1/2025 |
475
|
$3.0 B
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q2
|
7/1/2025 |
1,176
|
$1.1 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2025 Q2
|
7/1/2025 |
166
|
$270 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q2
|
7/1/2025 |
224
|
$280 M
|
| Kera Capital Partners, Inc. |
2025 Q2
|
7/1/2025 |
351
|
$510 M
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2025 Q2
|
7/1/2025 |
91
|
$260 k
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q2
|
7/1/2025 |
197
|
$260 M
|
| BUSH INVESTMENT GROUP, LLC |
2025 Q2
|
7/1/2025 |
36
|
$150 M
|
| BancFirst Trust & Investment Management |
2025 Q2
|
7/1/2025 |
55
|
$220 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2025 Q2
|
7/1/2025 |
187
|
$480 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2025 Q2
|
7/1/2025 |
177
|
$710 M
|
| Stonehearth Capital Management, LLC |
2025 Q2
|
7/1/2025 |
93
|
$240 M
|
| Pensionfund DSM Netherlands |
2025 Q2
|
7/1/2025 |
71
|
$150 k
|