Vanguard Capital Wealth Advisors |
2025 Q2
|
7/11/2025 |
115
|
$100 M
|
Annex Advisory Services, LLC |
2025 Q2
|
7/11/2025 |
321
|
$4.2 B
|
Wealth Management Partners, LLC |
2025 Q2
|
7/11/2025 |
136
|
$280 M
|
Skyline Advisors, Inc. |
2025 Q2
|
7/11/2025 |
96
|
$270 M
|
RENAISSANCERE HOLDINGS LTD |
2023 Q3
|
7/11/2025 |
3
|
$94 M
|
Prosperity Planning, Inc. |
2025 Q2
|
7/11/2025 |
106
|
$350 M
|
RENAISSANCERE HOLDINGS LTD |
2023 Q2
|
7/11/2025 |
3
|
$92 M
|
ARTHUR M. COHEN & ASSOCIATES, LLC |
2025 Q2
|
7/11/2025 |
125
|
$570 M
|
Bond & Devick Financial Network, Inc. |
2025 Q2
|
7/11/2025 |
174
|
$300 M
|
Walter Public Investments Inc. |
2025 Q2
|
7/11/2025 |
43
|
$590 M
|
RENAISSANCERE HOLDINGS LTD |
2023 Q1
|
7/11/2025 |
7
|
$380 M
|
Congress Park Capital LLC |
2025 Q2
|
7/11/2025 |
119
|
$310 M
|
Arrow Investment Advisors, LLC |
2025 Q2
|
7/11/2025 |
56
|
$100 M
|
RENAISSANCERE HOLDINGS LTD |
2022 Q4
|
7/11/2025 |
8
|
$460 M
|
Quantum Financial Advisors, LLC |
2025 Q2
|
7/11/2025 |
181
|
$740 M
|
MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q2
|
7/11/2025 |
144
|
$230 M
|
Trinity Wealth Management, LLC |
2025 Q2
|
7/11/2025 |
63
|
$250 M
|
RENAISSANCERE HOLDINGS LTD |
2022 Q3
|
7/11/2025 |
12
|
$810 M
|
Profit Investment Management, LLC |
2025 Q2
|
7/11/2025 |
74
|
$110 M
|
Sprinkle Financial Consultants LLC |
2025 Q2
|
7/11/2025 |
82
|
$160 M
|
RENAISSANCERE HOLDINGS LTD |
2022 Q2
|
7/11/2025 |
11
|
$590 M
|
RENAISSANCERE HOLDINGS LTD |
2022 Q1
|
7/11/2025 |
11
|
$660 M
|
RENAISSANCERE HOLDINGS LTD |
2021 Q4
|
7/11/2025 |
6
|
$330 M
|
RENAISSANCERE HOLDINGS LTD |
2021 Q3
|
7/11/2025 |
6
|
$270 M
|
RENAISSANCERE HOLDINGS LTD |
2021 Q2
|
7/11/2025 |
6
|
$330 M
|
RENAISSANCERE HOLDINGS LTD |
2021 Q1
|
7/11/2025 |
5
|
$220 M
|
RENAISSANCERE HOLDINGS LTD |
2020 Q4
|
7/11/2025 |
5
|
$420 M
|
Coastwise Capital Group, LLC |
2025 Q2
|
7/11/2025 |
124
|
$130 M
|
BTC Capital Management, Inc. |
2025 Q2
|
7/11/2025 |
514
|
$1.2 B
|
RENAISSANCERE HOLDINGS LTD |
2020 Q3
|
7/11/2025 |
5
|
$290 M
|
ORRSTOWN FINANCIAL SERVICES INC |
2025 Q2
|
7/11/2025 |
146
|
$470 M
|
RENAISSANCERE HOLDINGS LTD |
2020 Q2
|
7/11/2025 |
5
|
$190 M
|
Williams Financial, LLC |
2025 Q2
|
7/11/2025 |
10
|
$92 M
|
RENAISSANCERE HOLDINGS LTD |
2020 Q1
|
7/11/2025 |
4
|
$130 M
|
Abacus FCF Advisors LLC |
2025 Q2
|
7/11/2025 |
62
|
$710 M
|
Cisco Systems, Inc. |
2025 Q1 - RESTATEMENT
|
7/11/2025 |
3
|
$280 M
|
Grant Private Wealth Management Inc |
2025 Q2
|
7/11/2025 |
70
|
$180 M
|
RENAISSANCERE HOLDINGS LTD |
2019 Q4
|
7/11/2025 |
5
|
$210 M
|
Ridgeline Wealth, LLC |
2025 Q2
|
7/11/2025 |
48
|
$120 M
|
SCRATCH CAPITAL LLC |
2025 Q2
|
7/11/2025 |
37
|
$120 M
|
Meriwether Wealth & Planning, LLC |
2025 Q2
|
7/11/2025 |
127
|
$160 M
|
HILLTOP WEALTH ADVISORS, LLC |
2025 Q2
|
7/11/2025 |
51
|
$180 M
|
First PREMIER Bank |
2025 Q2
|
7/11/2025 |
612
|
$410 M
|
TTP Investments, Inc. |
2025 Q2
|
7/11/2025 |
50
|
$310 M
|
Fruth Investment Management |
2025 Q2
|
7/11/2025 |
217
|
$370 M
|
Kure Advisory, LLC |
2025 Q2
|
7/11/2025 |
43
|
$130 M
|
Physician Wealth Solutions Inc. |
2025 Q2
|
7/11/2025 |
45
|
$220 M
|
Mallini Complete Financial Planning LLC |
2025 Q2
|
7/11/2025 |
60
|
$79 M
|
Capital Advantage, Inc. |
2025 Q2
|
7/11/2025 |
139
|
$630 M
|
Kaufman Rossin Wealth, LLC |
2025 Q2
|
7/11/2025 |
139
|
$160 M
|
Cardinal Capital Management, Inc. |
2025 Q2
|
7/11/2025 |
68
|
$3.2 B
|
Deane Retirement Strategies, Inc. |
2025 Q2
|
7/11/2025 |
63
|
$220 M
|
Quadratic Capital Management LLC |
2025 Q2
|
7/11/2025 |
2
|
$250 M
|
Farther Finance Advisors, LLC |
2025 Q2
|
7/11/2025 |
4,503
|
$5.0 B
|
WEDGE CAPITAL MANAGEMENT L L P/NC |
2025 Q2
|
7/11/2025 |
509
|
$5.6 B
|
Great Waters Wealth Management |
2025 Q2
|
7/11/2025 |
110
|
$770 M
|
VANTAGE WEALTH |
2025 Q2
|
7/11/2025 |
29
|
$440 M
|
KCK LTD. |
2025 Q1
|
7/11/2025 |
2
|
$11 M
|
Busey Bank |
2025 Q2
|
7/11/2025 |
599
|
$3.3 B
|
SILVER OAK SECURITIES, INCORPORATED |
2025 Q2
|
7/11/2025 |
706
|
$1.2 B
|
WEATHERLY ASSET MANAGEMENT L. P. |
2025 Q2
|
7/11/2025 |
182
|
$1.2 B
|
WealthBridge Investment Counsel Inc. |
2025 Q2
|
7/11/2025 |
47
|
$310 M
|
Westwind Capital |
2025 Q2
|
7/11/2025 |
40
|
$490 M
|
Kaydan Wealth Management, Inc. |
2025 Q2
|
7/11/2025 |
112
|
$310 M
|
Walker Financial Services, Inc. |
2025 Q2
|
7/11/2025 |
37
|
$220 M
|
CX Institutional |
2025 Q2
|
7/11/2025 |
1,215
|
$2.9 B
|
Harbour Capital Advisors, LLC |
2025 Q2
|
7/11/2025 |
287
|
$470 M
|
Windsor Capital Management, LLC |
2025 Q2
|
7/11/2025 |
120
|
$340 M
|
Genesis Investment Management, LLP |
2025 Q2
|
7/11/2025 |
1
|
$0
|
UMB Bank, n.a. |
2025 Q2 - RESTATEMENT
|
7/11/2025 |
2,950
|
$6.4 B
|
ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2025 Q2
|
7/11/2025 |
28
|
$150 M
|
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q2
|
7/11/2025 |
86
|
$160 M
|
ADIRONDACK TRUST CO |
2025 Q2
|
7/11/2025 |
568
|
$280 M
|
MYECFO, LLC |
2025 Q2
|
7/11/2025 |
59
|
$200 M
|
BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2025 Q2
|
7/11/2025 |
128
|
$340 M
|
William Howard & Co Financial Advisors Inc |
2025 Q2
|
7/11/2025 |
56
|
$110 M
|
BDF-GESTION |
2025 Q2
|
7/11/2025 |
137
|
$890 M
|
PROFESSIONAL ADVISORY SERVICES INC |
2025 Q2
|
7/11/2025 |
84
|
$740 M
|
CMH Wealth Management LLC |
2025 Q2
|
7/11/2025 |
54
|
$430 M
|
MARSHALL & SULLIVAN INC /WA/ |
2025 Q2
|
7/11/2025 |
119
|
$210 M
|
Pinnacle Bancorp, Inc. |
2025 Q2
|
7/11/2025 |
909
|
$320 M
|
WRIGHT INVESTORS SERVICE INC |
2025 Q2
|
7/11/2025 |
223
|
$330 M
|
Eagle Bay Advisors LLC |
2025 Q2
|
7/11/2025 |
112
|
$120 M
|
SHELTON WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/11/2025 |
146
|
$210 M
|
WEYBOSSET RESEARCH & MANAGEMENT LLC |
2025 Q2
|
7/11/2025 |
35
|
$290 M
|
CALDWELL SUTTER CAPITAL, INC. |
2025 Q2
|
7/11/2025 |
860
|
$220 M
|
Bridge Creek Capital Management LLC |
2025 Q2
|
7/11/2025 |
111
|
$340 M
|
Baker Chad R |
2025 Q2
|
7/11/2025 |
50
|
$540 M
|
My Legacy Advisors, LLC |
2025 Q2
|
7/11/2025 |
206
|
$280 M
|
Addis & Hill, Inc |
2025 Q2
|
7/11/2025 |
27
|
$150 M
|
Lantz Financial LLC |
2025 Q2
|
7/11/2025 |
235
|
$400 M
|
Brendel Financial Advisors LLC |
2025 Q2
|
7/11/2025 |
101
|
$180 M
|
VIKING FUND MANAGEMENT LLC |
2025 Q2
|
7/11/2025 |
143
|
$730 M
|
SPRING CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/11/2025 |
51
|
$190 M
|
LongView Wealth Management |
2025 Q2
|
7/11/2025 |
215
|
$330 M
|
Global X Japan Co., Ltd. |
2025 Q2
|
7/11/2025 |
355
|
$990 M
|
AA Financial Advisors, LLC |
2025 Q2
|
7/11/2025 |
186
|
$460 M
|
Rockwood Wealth Management, LLC |
2025 Q2
|
7/11/2025 |
106
|
$1.1 B
|
Financial Advisory Corp |
2025 Q2
|
7/11/2025 |
55
|
$650 M
|
Thomasville National Bank |
2025 Q2
|
7/11/2025 |
291
|
$1.5 B
|