| Donor Advised Charitable Giving, Inc. |
2024 Q4
|
1/16/2025 |
40
|
$4.4 B
|
| Trueblood Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
225
|
$200 M
|
| Financial Freedom, LLC |
2024 Q4
|
1/16/2025 |
360
|
$190 M
|
| Divergent Planning, LLC |
2024 Q4
|
1/16/2025 |
28
|
$290 M
|
| Scott Capital Advisors, LLC |
2024 Q4
|
1/16/2025 |
48
|
$350 M
|
| Pillar Wealth Advisors, LLC |
2024 Q4
|
1/16/2025 |
1
|
$0
|
| Lincoln Capital LLC |
2024 Q4
|
1/16/2025 |
116
|
$480 M
|
| Mechanics Bank Trust Department |
2024 Q4
|
1/16/2025 |
376
|
$750 M
|
| Seilern Investment Management Ltd |
2024 Q4
|
1/16/2025 |
21
|
$1.8 B
|
| Pine Haven Investment Counsel, Inc |
2024 Q4
|
1/16/2025 |
107
|
$120 M
|
| Diversify Advisory Services, LLC |
2024 Q4
|
1/16/2025 |
612
|
$1.8 B
|
| GUARDIAN INVESTMENT MANAGEMENT |
2024 Q4
|
1/16/2025 |
57
|
$140 M
|
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
514
|
$1.3 B
|
| LVW Advisors, LLC |
2024 Q4
|
1/16/2025 |
310
|
$830 M
|
| Eldred Rock Partners, LLC |
2024 Q4
|
1/16/2025 |
30
|
$290 M
|
| Gilman Hill Asset Management, LLC |
2024 Q4
|
1/16/2025 |
219
|
$570 M
|
| Terra Nova Asset Management LLC |
2024 Q4
|
1/16/2025 |
84
|
$130 M
|
| Smart Money Group LLC |
2024 Q4
|
1/16/2025 |
96
|
$290 M
|
| CITY HOLDING CO |
2024 Q4
|
1/16/2025 |
500
|
$710 M
|
| Ellsworth Advisors, LLC |
2024 Q4
|
1/16/2025 |
164
|
$380 M
|
| RiverTree Advisors, LLC |
2024 Q4
|
1/16/2025 |
46
|
$150 M
|
| RoundAngle Advisors LLC |
2024 Q4
|
1/16/2025 |
58
|
$110 M
|
| Successful Portfolios LLC |
2024 Q4
|
1/16/2025 |
161
|
$150 M
|
| Annex Advisory Services, LLC |
2024 Q4
|
1/16/2025 |
311
|
$3.3 B
|
| Ariose Capital Management Ltd |
2024 Q4
|
1/16/2025 |
13
|
$120 M
|
| Evanson Asset Management, LLC |
2024 Q4
|
1/16/2025 |
307
|
$1.5 B
|
| Mandatum Life Insurance Co Ltd |
2024 Q4
|
1/16/2025 |
81
|
$340 M
|
| HALL LAURIE J TRUSTEE |
2024 Q4
|
1/16/2025 |
469
|
$300 M
|
| TL Private Wealth |
2024 Q4
|
1/16/2025 |
43
|
$220 M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/16/2025 |
41
|
$190 M
|
| Cambridge Advisors Inc. |
2024 Q4
|
1/16/2025 |
168
|
$450 M
|
| Bernardo Wealth Planning LLC |
2024 Q4
|
1/16/2025 |
109
|
$420 M
|
| DELTA CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/16/2025 |
105
|
$180 M
|
| Renaissance Investment Group LLC |
2024 Q4
|
1/16/2025 |
78
|
$470 M
|
| My Legacy Advisors, LLC |
2024 Q4
|
1/16/2025 |
197
|
$260 M
|
| Maiden Cove Capital, LLC |
2024 Q4
|
1/16/2025 |
53
|
$55 M
|
| Polianta Ltd |
2024 Q4
|
1/16/2025 |
72
|
$210 M
|
| Artemis Investment Management LLP |
2024 Q4
|
1/16/2025 |
202
|
$7.0 B
|
| Constellation Investimentos e Participacoes Ltda |
2024 Q4
|
1/16/2025 |
10
|
$100 M
|
| Global Wealth Management, LLC |
2024 Q4
|
1/16/2025 |
30
|
$160 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2024 Q4
|
1/16/2025 |
43
|
$130 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
54
|
$220 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2024 Q4
|
1/16/2025 |
130
|
$260 M
|
| CASCADE INVESTMENT GROUP, INC. |
2024 Q4
|
1/16/2025 |
136
|
$140 M
|
| Kaydan Wealth Management, Inc. |
2024 Q4
|
1/16/2025 |
108
|
$300 M
|
| Grove Bank & Trust |
2024 Q4
|
1/16/2025 |
873
|
$720 M
|
| Brady Martz Wealth Solutions, LLC |
2024 Q4
|
1/16/2025 |
140
|
$410 M
|
| Ballast, Inc. |
2024 Q4
|
1/16/2025 |
119
|
$350 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2024 Q4
|
1/16/2025 |
134
|
$180 M
|
| Steigerwald, Gordon & Koch Inc. |
2024 Q4
|
1/16/2025 |
126
|
$890 M
|
| LBMC INVESTMENT ADVISORS, LLC |
2024 Q4
|
1/16/2025 |
198
|
$1.3 B
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2024 Q4
|
1/16/2025 |
93
|
$210 M
|
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
2024 Q4
|
1/16/2025 |
148
|
$920 M
|
| Japan Post Holdings Co., Ltd. |
2024 Q4
|
1/16/2025 |
1
|
$5.4 B
|
| TMT General Partner Ltd |
2024 Q4
|
1/16/2025 |
2
|
$220 M
|
| SeaTown Holdings Pte. Ltd. |
2024 Q4
|
1/16/2025 |
17
|
$150 M
|
| Kelly Financial Services LLC |
2024 Q4 - RESTATEMENT
|
1/15/2025 |
114
|
$280 M
|
| Mission Hills Financial Advisory, LLC |
2024 Q4
|
1/15/2025 |
34
|
$130 M
|
| McElhenny Sheffield Capital Management, LLC |
2024 Q4
|
1/15/2025 |
102
|
$300 M
|
| ROMANO BROTHERS AND COMPANY |
2024 Q4
|
1/15/2025 |
302
|
$790 M
|
| FACTORIAL MANAGEMENT Ltd |
2024 Q4
|
1/16/2025 |
1
|
$0
|
| Clarius Group, LLC |
2024 Q4
|
1/15/2025 |
452
|
$1.5 B
|
| Perkins Coie Trust Co |
2024 Q4
|
1/15/2025 |
299
|
$450 M
|
| Stillwater Capital Advisors, LLC |
2024 Q4
|
1/15/2025 |
69
|
$810 M
|
| CADINHA & CO LLC |
2024 Q4
|
1/15/2025 |
100
|
$600 M
|
| WealthBridge Investment Counsel Inc. |
2024 Q4
|
1/15/2025 |
46
|
$270 M
|
| Nexus Investment Management ULC |
2024 Q4
|
1/15/2025 |
69
|
$1.0 B
|
| Walker Financial Services, Inc. |
2024 Q4
|
1/15/2025 |
33
|
$170 M
|
| Astoria Portfolio Advisors LLC. |
2024 Q4
|
1/15/2025 |
217
|
$280 M
|
| Ballew Advisors, Inc |
2024 Q4
|
1/15/2025 |
104
|
$160 M
|
| Kera Capital Partners, Inc. |
2024 Q4
|
1/15/2025 |
158
|
$350 M
|
| Smith Salley Wealth Management |
2024 Q4
|
1/15/2025 |
245
|
$1.6 B
|
| Joule Financial, LLC |
2024 Q4
|
1/15/2025 |
108
|
$280 M
|
| J2 Capital Management Inc |
2024 Q4
|
1/15/2025 |
107
|
$110 M
|
| OAK RIDGE INVESTMENTS LLC |
2024 Q4
|
1/15/2025 |
167
|
$1.3 B
|
| Platt Investment Counsel, LLC |
2024 Q4
|
1/15/2025 |
10
|
$100 M
|
| GenWealth Group, Inc. |
2024 Q4
|
1/15/2025 |
74
|
$440 M
|
| HF Advisory Group, LLC |
2024 Q4
|
1/15/2025 |
159
|
$220 M
|
| Meridian Financial, LLC |
2024 Q4
|
1/15/2025 |
119
|
$140 M
|
| Avalon Advisory Group |
2024 Q4
|
1/15/2025 |
16
|
$220 M
|
| BNC WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/15/2025 |
96
|
$300 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2024 Q4
|
1/15/2025 |
120
|
$340 M
|
| Aaron Wealth Advisors LLC |
2024 Q4
|
1/15/2025 |
449
|
$860 M
|
| Portside Wealth Group, LLC |
2024 Q4
|
1/15/2025 |
1,237
|
$580 M
|
| Sandy Cove Advisors, LLC |
2024 Q4
|
1/15/2025 |
125
|
$250 M
|
| Wealth Alliance Advisory Group, LLC |
2024 Q4
|
1/15/2025 |
188
|
$470 M
|
| Gridiron Partners, LLC |
2024 Q4
|
1/15/2025 |
63
|
$160 M
|
| Bowman & Co S.C. |
2024 Q4
|
1/15/2025 |
104
|
$190 M
|
| Moss Adams Wealth Advisors LLC |
2024 Q4
|
1/15/2025 |
348
|
$950 M
|
| Choice Wealth Advisors, LLC |
2024 Q4
|
1/15/2025 |
29
|
$200 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2024 Q4
|
1/15/2025 |
114
|
$370 M
|
| IAM Advisory, LLC |
2024 Q4
|
1/15/2025 |
101
|
$390 M
|
| Safir Wealth Advisors, LLC |
2024 Q4
|
1/15/2025 |
16
|
$130 M
|
| Sandbox Financial Partners, LLC |
2024 Q4
|
1/15/2025 |
107
|
$300 M
|
| RIVERSEDGE ADVISORS, LLC |
2024 Q4
|
1/15/2025 |
100
|
$440 M
|
| Financial Advisors, LLC |
2024 Q4
|
1/15/2025 |
83
|
$520 M
|
| Veery Capital, LLC |
2024 Q4
|
1/15/2025 |
91
|
$260 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/15/2025 |
31
|
$160 M
|
| Orgel Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
86
|
$3.8 B
|
| Taylor & Morgan Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
72
|
$140 M
|