| Sunflower Bank, N.A. |
2025 Q4
|
1/9/2026 |
222
|
$400 M
|
| Capital Asset Advisory Services LLC |
2025 Q4
|
1/9/2026 |
289
|
$2.5 B
|
| Seafarer Capital Partners, LLC |
2025 Q4
|
1/9/2026 |
9
|
$380 M
|
| CONGRESS ASSET MANAGEMENT CO |
2025 Q4
|
1/9/2026 |
381
|
$14 B
|
| Overbrook Management Corp |
2025 Q4
|
1/9/2026 |
46
|
$580 M
|
| Clear Trail Advisors, LLC |
2025 Q4
|
1/9/2026 |
126
|
$430 M
|
| BDF-GESTION |
2025 Q4
|
1/9/2026 |
147
|
$820 M
|
| BOS Asset Management, LLC |
2025 Q4
|
1/9/2026 |
194
|
$370 M
|
| COMMUNITY TRUST & INVESTMENT CO |
2025 Q4
|
1/9/2026 |
263
|
$1.9 B
|
| Twele Capital Management, Inc. |
2025 Q4
|
1/9/2026 |
39
|
$560 M
|
| IFS Advisors, LLC |
2025 Q4
|
1/9/2026 |
193
|
$190 M
|
| CULTIVAR CAPITAL, INC. |
2025 Q4
|
1/9/2026 |
43
|
$160 M
|
| Westwind Capital |
2025 Q4
|
1/9/2026 |
43
|
$490 M
|
| Somerset Trust Co |
2025 Q4
|
1/9/2026 |
226
|
$330 M
|
| CENTRAL BANK & TRUST CO |
2025 Q4
|
1/9/2026 |
209
|
$650 M
|
| APPLETON PARTNERS INC/MA |
2025 Q4
|
1/9/2026 |
263
|
$1.5 B
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2025 Q4
|
1/9/2026 |
133
|
$210 M
|
| Atlas Brown,Inc. |
2025 Q4
|
1/9/2026 |
338
|
$340 M
|
| CAROLINAS WEALTH CONSULTING LLC |
2025 Q4
|
1/9/2026 |
1
|
$0
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2025 Q4
|
1/9/2026 |
69
|
$410 M
|
| DOPKINS WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/9/2026 |
81
|
$240 M
|
| SG Americas Securities, LLC |
2025 Q4
|
1/9/2026 |
3,598
|
$78 B
|
| Assenagon Asset Management S.A. |
2025 Q4
|
1/9/2026 |
1,143
|
$73 B
|
| Oldfield Partners LLP |
2025 Q4
|
1/9/2026 |
19
|
$350 M
|
| DUDLEY & SHANLEY, INC. |
2025 Q4
|
1/9/2026 |
34
|
$620 M
|
| Park Place Capital Corp |
2025 Q4
|
1/9/2026 |
787
|
$480 M
|
| Cambridge Financial Group, LLC |
2025 Q4
|
1/9/2026 |
169
|
$290 M
|
| S.E.E.D. Planning Group LLC |
2025 Q4
|
1/9/2026 |
86
|
$350 M
|
| Friday Financial |
2025 Q4
|
1/9/2026 |
90
|
$280 M
|
| Seilern Investment Management Ltd |
2025 Q4
|
1/9/2026 |
24
|
$1.3 B
|
| DIVERSIFIED TRUST CO |
2025 Q4
|
1/9/2026 |
1,217
|
$5.4 B
|
| Partnership Wealth Management, LLC |
2025 Q4
|
1/9/2026 |
68
|
$140 M
|
| GEM Asset Management, LLC |
2025 Q4
|
1/9/2026 |
107
|
$220 M
|
| jvl associates llc |
2025 Q4
|
1/9/2026 |
63
|
$310 M
|
| RF&L WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/9/2026 |
62
|
$180 M
|
| McCollum Christoferson Group LLC |
2025 Q4
|
1/9/2026 |
74
|
$350 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
116
|
$150 M
|
| Montecito Bank & Trust |
2025 Q4
|
1/8/2026 |
441
|
$630 M
|
| Capstone Wealth Management Group LLC |
2025 Q4
|
1/8/2026 |
129
|
$170 M
|
| Tactive Advisors, LLC |
2025 Q4
|
1/8/2026 |
255
|
$340 M
|
| Pacifica Partners Inc. |
2025 Q4
|
1/8/2026 |
458
|
$230 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2025 Q4
|
1/8/2026 |
959
|
$280 M
|
| Silver Lake Advisory, LLC |
2025 Q4
|
1/8/2026 |
103
|
$260 M
|
| Hardin Capital Partners, LLC |
2025 Q4
|
1/8/2026 |
132
|
$210 M
|
| Post Resch Tallon Group Inc. |
2025 Q4
|
1/8/2026 |
109
|
$120 M
|
| Graves Light Lenhart Wealth, Inc. |
2025 Q4
|
1/8/2026 |
191
|
$940 M
|
| Dynamic Advisor Solutions LLC |
2025 Q4
|
1/8/2026 |
932
|
$3.1 B
|
| Capital CS Group, LLC |
2025 Q4
|
1/8/2026 |
73
|
$65 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2025 Q4
|
1/8/2026 |
169
|
$820 M
|
| Carr Financial Group Corp |
2025 Q4
|
1/8/2026 |
187
|
$380 M
|
| 180 WEALTH ADVISORS, LLC |
2025 Q4
|
1/8/2026 |
471
|
$880 M
|
| TABR Capital Management, LLC |
2025 Q4
|
1/8/2026 |
103
|
$260 M
|
| Affinity Capital Advisors, LLC |
2025 Q4
|
1/8/2026 |
173
|
$720 M
|
| FOCUS Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
58
|
$210 M
|
| Aull & Monroe Investment Management Corp |
2025 Q4
|
1/8/2026 |
120
|
$200 M
|
| Crocodile Capital Partners GmbH |
2025 Q4
|
1/8/2026 |
15
|
$170 M
|
| Westview Management dba Westview Investment Advisors |
2025 Q4
|
1/8/2026 |
75
|
$210 M
|
| Aurelius Family Office LLC |
2025 Q4
|
1/8/2026 |
48
|
$230 M
|
| Breakwater Capital Group |
2025 Q4
|
1/8/2026 |
352
|
$720 M
|
| Charles Schwab Trust Co |
2025 Q4
|
1/8/2026 |
171
|
$1.5 B
|
| Peterson Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
107
|
$750 M
|
| Baron Financial Group, LLC |
2025 Q4
|
1/8/2026 |
57
|
$190 M
|
| Leverty Financial Group, LLC |
2025 Q4
|
1/8/2026 |
49
|
$420 M
|
| ZynergyRetirementPlanningLLC |
2025 Q4
|
1/8/2026 |
27
|
$160 M
|
| Teamwork Financial Advisors, LLC |
2025 Q4
|
1/8/2026 |
205
|
$990 M
|
| LWM ADVISORS INC |
2025 Q4
|
1/8/2026 |
29
|
$110 M
|
| Independence Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
83
|
$180 M
|
| Marshall Financial Group, LLC |
2025 Q4
|
1/8/2026 |
288
|
$520 M
|
| BRAVE ASSET MANAGEMENT INC |
2025 Q4
|
1/8/2026 |
168
|
$420 M
|
| Somnio Financial Group, LLC |
2025 Q4
|
1/8/2026 |
14
|
$150 M
|
| SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q2 - RESTATEMENT
|
1/8/2026 |
39
|
$110 M
|
| Ridgeline Wealth, LLC |
2025 Q4
|
1/8/2026 |
52
|
$140 M
|
| Goodman Financial Corp |
2025 Q4
|
1/8/2026 |
71
|
$530 M
|
| TOMPKINS FINANCIAL CORP |
2025 Q4
|
1/8/2026 |
827
|
$1.3 B
|
| PMV Capital Advisers, LLC |
2025 Q4
|
1/8/2026 |
86
|
$55 M
|
| SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/8/2026 |
38
|
$120 M
|
| Asempa Wealth Advisors |
2025 Q4
|
1/8/2026 |
113
|
$120 M
|
| ADIRONDACK TRUST CO |
2025 Q4
|
1/8/2026 |
624
|
$300 M
|
| Norway Savings Bank |
2025 Q4
|
1/8/2026 |
177
|
$220 M
|
| Centerline Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
60
|
$280 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
284
|
$410 M
|
| Fulton Bank, N.A. |
2025 Q4
|
1/8/2026 |
1,024
|
$2.9 B
|
| O'Keefe Stevens Advisory, Inc. |
2025 Q4
|
1/8/2026 |
66
|
$390 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
42
|
$250 M
|
| Traveka Wealth, LLC |
2025 Q4
|
1/8/2026 |
188
|
$250 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2025 Q4
|
1/8/2026 |
190
|
$270 M
|
| Spartan Planning & Wealth Management |
2025 Q4
|
1/8/2026 |
79
|
$140 M
|
| BENNETT SELBY INVESTMENTS LP |
2025 Q4
|
1/8/2026 |
84
|
$310 M
|
| Kearns & Associates LLC |
2025 Q4
|
1/8/2026 |
40
|
$190 M
|
| THREADGILL FINANCIAL, LLC |
2025 Q4
|
1/8/2026 |
55
|
$240 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2025 Q4
|
1/8/2026 |
186
|
$630 M
|
| Ulland Investment Advisors, LLC |
2025 Q4
|
1/8/2026 |
218
|
$120 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
26
|
$1.5 B
|
| DAGCO, INC. |
2025 Q4
|
1/8/2026 |
380
|
$430 M
|
| Elmwood Wealth Management, Inc. |
2025 Q4
|
1/8/2026 |
174
|
$320 M
|
| Aurora Investment Managers, LLC. |
2025 Q4
|
1/8/2026 |
45
|
$180 M
|
| Versant Capital Management, Inc |
2025 Q4
|
1/8/2026 |
2,639
|
$800 M
|
| Gladwyn Financial Advisors, Inc. |
2025 Q4
|
1/8/2026 |
117
|
$140 M
|
| True Wealth Design, LLC |
2025 Q4
|
1/8/2026 |
2,556
|
$340 M
|
| Gradient Investments LLC |
2025 Q4
|
1/8/2026 |
343
|
$6.3 B
|