| GoalFusion Wealth Management, LLC |
2026 Q3
|
10/6/2026 |
34
|
$250 M
|
| DUDLEY & SHANLEY, INC. |
2026 Q3
|
10/6/2026 |
37
|
$630 M
|
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd |
2024 Q4 - NEW HOLDINGS
|
10/6/2026 |
1
|
$2.3 M
|
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd |
2024 Q4 - RESTATEMENT
|
10/6/2026 |
9
|
$120 M
|
| SEGRA CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/6/2026 |
15
|
$990 M
|
| Paladin Partners, LLC |
2026 Q3
|
10/6/2026 |
201
|
$160 M
|
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q3
|
10/6/2026 |
68
|
$250 M
|
| JIA INVESTMENT ALLIANCE PTE. LTD. |
2026 Q3
|
10/6/2026 |
23
|
$1.2 B
|
| Stephens Group, LLC |
2026 Q3
|
10/6/2026 |
4
|
$200 M
|
| Lakehouse Capital Pty Ltd |
2026 Q3
|
10/6/2026 |
12
|
$110 k
|
| Central Pacific Bank - Trust Division |
2026 Q3
|
10/6/2026 |
951
|
$950 M
|
| Morrissey Wealth Management, LLC |
2026 Q2
|
10/5/2026 |
30
|
$160 M
|
| Olistico Wealth, LLC |
2026 Q3
|
10/5/2026 |
354
|
$240 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q3
|
10/5/2026 |
63
|
$330 M
|
| Factorial Partners, LLC |
2026 Q3
|
10/5/2026 |
1
|
$76 k
|
| Ballew Advisors, Inc |
2026 Q3
|
10/5/2026 |
133
|
$200 M
|
| Gladwyn Financial Advisors, Inc. |
2026 Q3
|
10/5/2026 |
106
|
$160 M
|
| Pacific Wealth Management |
2026 Q3
|
10/5/2026 |
20
|
$230 M
|
| Ridgewood Investments LLC |
2026 Q3
|
10/5/2026 |
217
|
$270 M
|
| Kennon-Green & Company, LLC |
2026 Q3
|
10/5/2026 |
42
|
$130 M
|
| Frisco Financial Planning LLC |
2026 Q3
|
10/5/2026 |
34
|
$130 M
|
| Box Hill Private Wealth LLC |
2026 Q3
|
10/5/2026 |
75
|
$140 M
|
| ACIMA PRIVATE WEALTH, LLC |
2026 Q3
|
10/5/2026 |
174
|
$340 M
|
| SCOPIA CAPITAL MANAGEMENT LP |
2026 Q3
|
10/5/2026 |
1
|
$0
|
| Rosenberg Matthew Hamilton |
2026 Q3
|
10/5/2026 |
817
|
$560 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q3
|
10/5/2026 |
162
|
$480 M
|
| FC Advisory LLC |
2026 Q3
|
10/5/2026 |
113
|
$380 M
|
| Heartwood Wealth Advisors LLC |
2026 Q3
|
10/5/2026 |
223
|
$1.3 B
|
| ROCKLAND TRUST CO |
2026 Q3
|
10/5/2026 |
506
|
$2.6 B
|
| EASTERN BANK |
2026 Q3
|
10/5/2026 |
1,560
|
$6.6 B
|
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q3
|
10/5/2026 |
172
|
$3.1 B
|
| CapWealth Advisors, LLC |
2026 Q3
|
10/5/2026 |
122
|
$1.3 B
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/5/2026 |
72
|
$530 M
|
| Adelphi Trust Co |
2026 Q3
|
10/5/2026 |
203
|
$150 M
|
| HERALD INVESTMENT MANAGEMENT Ltd |
2026 Q3
|
10/5/2026 |
1
|
$0
|
| Acasta Partners UK LLP |
2026 Q3
|
10/5/2026 |
19
|
$220 M
|
| Partnership Wealth Management, LLC |
2026 Q3
|
10/5/2026 |
67
|
$140 M
|
| VALINOR MANAGEMENT, L.P. |
2026 Q3
|
10/5/2026 |
1
|
$0
|
| Eastover Investment Advisors LLC |
2026 Q3
|
10/5/2026 |
49
|
$260 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2026 Q3
|
10/5/2026 |
540
|
$8.4 B
|
| Miura Global Management, LLC |
2026 Q3
|
10/5/2026 |
1
|
$0
|
| NEVILLE RODIE & SHAW INC |
2026 Q3
|
10/5/2026 |
330
|
$1.5 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/5/2026 |
287
|
$510 M
|
| Pensionfund Sabic |
2026 Q3
|
10/5/2026 |
73
|
$83 k
|
| Pensionfund PDN |
2026 Q3
|
10/5/2026 |
72
|
$170 k
|
| Horizons Wealth Management |
2026 Q3
|
10/5/2026 |
168
|
$160 M
|
| TOMPKINS FINANCIAL CORP |
2026 Q3
|
10/5/2026 |
727
|
$1.4 B
|
| PARK NATIONAL CORP /OH/ |
2026 Q3
|
10/5/2026 |
517
|
$3.7 B
|
| General Partner, Inc. |
2026 Q3
|
10/5/2026 |
260
|
$190 M
|
| MassMutual Private Wealth & Trust, FSB |
2026 Q3
|
10/5/2026 |
2,398
|
$3.8 B
|
| Violich Capital Management, Inc. |
2026 Q3
|
10/5/2026 |
113
|
$930 M
|
| CX Institutional |
2026 Q3
|
10/2/2026 |
1,669
|
$3.7 M
|
| Pennsylvania State University |
2026 Q3
|
10/2/2026 |
3
|
$250 M
|
| Boltwood Capital Management |
2026 Q3
|
10/2/2026 |
195
|
$440 M
|
| Polaris Financial Partners |
2026 Q3
|
10/2/2026 |
382
|
$220 k
|
| First Citizens Financial Corp |
2026 Q3
|
10/2/2026 |
138
|
$240 M
|
| Robert B. Daugherty Foundation |
2026 Q3
|
10/2/2026 |
1
|
$120 M
|
| Miller Global Investments, LLC |
2026 Q3
|
10/2/2026 |
327
|
$120 M
|
| GLP Holdings LLLP |
2026 Q3
|
10/2/2026 |
4
|
$130 M
|
| Marotta Asset Management |
2026 Q3
|
10/2/2026 |
101
|
$590 M
|
| Silverleafe Capital Partners, LLC |
2026 Q3
|
10/2/2026 |
100
|
$350 M
|
| PRIVATE CLIENT SERVICES, LLC |
2026 Q3
|
10/2/2026 |
232
|
$370 M
|
| Advus Financial Partners, LLC |
2026 Q2 - RESTATEMENT
|
10/2/2026 |
142
|
$350 M
|
| Advus Financial Partners, LLC |
2026 Q1 - RESTATEMENT
|
10/2/2026 |
69
|
$260 M
|
| Advus Financial Partners, LLC |
2025 Q4 - RESTATEMENT
|
10/2/2026 |
65
|
$280 M
|
| Advus Financial Partners, LLC |
2025 Q3 - RESTATEMENT
|
10/2/2026 |
65
|
$270 M
|
| Advus Financial Partners, LLC |
2025 Q2 - RESTATEMENT
|
10/2/2026 |
64
|
$250 M
|
| Advus Financial Partners, LLC |
2025 Q1 - RESTATEMENT
|
10/2/2026 |
60
|
$230 M
|
| Advus Financial Partners, LLC |
2024 Q4 - RESTATEMENT
|
10/2/2026 |
61
|
$230 M
|
| Advus Financial Partners, LLC |
2024 Q3 - RESTATEMENT
|
10/2/2026 |
62
|
$240 M
|
| Beacon Wealthcare LLC |
2026 Q3
|
10/2/2026 |
32
|
$320 M
|
| Advus Financial Partners, LLC |
2024 Q2 - RESTATEMENT
|
10/2/2026 |
59
|
$220 M
|
| Advus Financial Partners, LLC |
2024 Q1 - RESTATEMENT
|
10/2/2026 |
59
|
$220 M
|
| Advus Financial Partners, LLC |
2023 Q4 - RESTATEMENT
|
10/2/2026 |
53
|
$200 M
|
| Advus Financial Partners, LLC |
2023 Q3 - RESTATEMENT
|
10/2/2026 |
53
|
$190 M
|
| Planning Strategies Inc. |
2026 Q3
|
10/2/2026 |
1,159
|
$170 M
|
| Advus Financial Partners, LLC |
2023 Q2 - RESTATEMENT
|
10/2/2026 |
53
|
$190 M
|
| Advus Financial Partners, LLC |
2023 Q1 - RESTATEMENT
|
10/2/2026 |
52
|
$180 M
|
| Advus Financial Partners, LLC |
2022 Q4 - RESTATEMENT
|
10/2/2026 |
64
|
$180 M
|
| Advus Financial Partners, LLC |
2022 Q3 - RESTATEMENT
|
10/2/2026 |
55
|
$140 M
|
| Advus Financial Partners, LLC |
2022 Q2 - RESTATEMENT
|
10/2/2026 |
59
|
$150 M
|
| Advus Financial Partners, LLC |
2022 Q1 - RESTATEMENT
|
10/2/2026 |
55
|
$150 M
|
| Advus Financial Partners, LLC |
2021 Q4
|
10/2/2026 |
46
|
$140 M
|
| Allie Family Office LLC |
2026 Q2 - RESTATEMENT
|
10/2/2026 |
107
|
$270 M
|
| Advus Financial Partners, LLC |
2024 Q4 - RESTATEMENT
|
10/2/2026 |
46
|
$140 M
|
| GoalVest Advisory LLC |
2026 Q3
|
10/2/2026 |
725
|
$580 M
|
| REYL & Cie S.A. |
2026 Q2
|
10/2/2026 |
154
|
$87 M
|
| Global Wealth Strategies & Associates |
2026 Q3
|
10/2/2026 |
114
|
$550 M
|
| Versant Capital Management, Inc |
2026 Q3
|
10/2/2026 |
2,804
|
$1.2 B
|
| Stairway Partners, LLC |
2026 Q3
|
10/2/2026 |
18
|
$2.1 B
|
| GP Brinson Investments LLC |
2026 Q3
|
10/1/2026 |
13
|
$230 M
|
| Stonebridge Financial Group, LLC |
2026 Q3
|
10/1/2026 |
275
|
$1.4 B
|
| LBJ Family Wealth Advisors, Ltd. |
2026 Q3
|
10/1/2026 |
29
|
$200 k
|
| Montecito Bank & Trust |
2026 Q3
|
10/1/2026 |
451
|
$660 M
|
| University of Massachusetts Foundation, Inc. |
2026 Q3
|
10/1/2026 |
1
|
$0
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q3
|
10/1/2026 |
1
|
$110 M
|
| Hickory Point Bank & Trust |
2026 Q3
|
10/1/2026 |
520
|
$170 M
|
| DOLIVER ADVISORS, LP |
2026 Q3
|
10/1/2026 |
181
|
$460 M
|
| Roxbury Financial LLC |
2026 Q3
|
10/1/2026 |
426
|
$130 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q3
|
10/1/2026 |
376
|
$330 M
|