| Envision Financial LLC |
2024 Q4
|
1/13/2025 |
38
|
$120 M
|
| Mid-American Wealth Advisory Group, Inc. |
2024 Q4
|
1/13/2025 |
43
|
$170 M
|
| HFG Wealth Management, LLC |
2024 Q4
|
1/13/2025 |
41
|
$150 M
|
| Asset Allocation & Management Company, LLC |
2024 Q4
|
1/13/2025 |
83
|
$180 M
|
| Eagle Bay Advisors LLC |
2024 Q4
|
1/13/2025 |
1,002
|
$160 M
|
| JTC Employer Solutions Trustee Ltd |
2024 Q4
|
1/13/2025 |
323
|
$1.4 B
|
| CHICAGO TRUST Co NA |
2024 Q4
|
1/13/2025 |
631
|
$560 M
|
| Thomasville National Bank |
2024 Q4
|
1/13/2025 |
298
|
$1.4 B
|
| Emprise Bank |
2024 Q4
|
1/13/2025 |
100
|
$180 M
|
| Cardano Risk Management B.V. |
2024 Q4
|
1/13/2025 |
23
|
$6.5 B
|
| Compton Wealth Advisory Group, LLC |
2024 Q4
|
1/13/2025 |
108
|
$390 M
|
| Parkside Advisors LLC |
2024 Q4
|
1/13/2025 |
80
|
$420 M
|
| KIECKHEFER GROUP LLC |
2024 Q4
|
1/13/2025 |
139
|
$170 M
|
| Capital Investment Advisors, LLC |
2024 Q4
|
1/13/2025 |
670
|
$4.9 B
|
| SYQUANT CAPITAL SAS |
2024 Q4
|
1/13/2025 |
6
|
$70 k
|
| ACT Advisors, LLC. |
2024 Q4
|
1/13/2025 |
58
|
$190 M
|
| Brookstone Capital Management |
2024 Q4
|
1/13/2025 |
989
|
$6.9 B
|
| DBK Financial Counsel, LLC |
2024 Q4
|
1/13/2025 |
51
|
$99 M
|
| City State Bank |
2024 Q4
|
1/13/2025 |
727
|
$280 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2024 Q4
|
1/13/2025 |
328
|
$760 M
|
| Fiduciary Alliance LLC |
2024 Q4
|
1/13/2025 |
353
|
$990 M
|
| Winthrop Advisory Group LLC |
2024 Q4
|
1/13/2025 |
156
|
$830 M
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2024 Q4
|
1/13/2025 |
21
|
$8.3 B
|
| TT International Asset Management LTD |
2024 Q4
|
1/13/2025 |
59
|
$690 k
|
| Headwater Capital Co Ltd |
2024 Q4
|
1/13/2025 |
10
|
$190 M
|
| THREADGILL FINANCIAL, LLC |
2024 Q4
|
1/13/2025 |
47
|
$190 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2024 Q4
|
1/13/2025 |
70
|
$99 M
|
| Crescent Sterling, Ltd. |
2024 Q4
|
1/13/2025 |
75
|
$97 M
|
| EWG Elevate Inc. |
2024 Q4
|
1/13/2025 |
149
|
$330 M
|
| Green Alpha Advisors, LLC |
2024 Q4
|
1/13/2025 |
147
|
$120 M
|
| Quadratic Capital Management LLC |
2024 Q4
|
1/13/2025 |
2
|
$380 M
|
| City Center Advisors, LLC |
2024 Q4
|
1/13/2025 |
154
|
$89 M
|
| Clark & Stuart, Inc |
2024 Q4
|
1/13/2025 |
43
|
$140 M
|
| Czech National Bank |
2024 Q4
|
1/13/2025 |
503
|
$11 B
|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV |
2024 Q4
|
1/10/2025 |
177
|
$880 M
|
| CJM Wealth Advisers, Ltd. |
2024 Q4
|
1/10/2025 |
69
|
$300 M
|
| Watts Gwilliam & Co., LLC |
2024 Q4
|
1/10/2025 |
221
|
$470 M
|
| Fortitude Family Office, LLC |
2024 Q4
|
1/10/2025 |
1,298
|
$280 M
|
| West Oak Capital, LLC |
2024 Q4
|
1/10/2025 |
320
|
$2.8 M
|
| 1623 Capital LLC |
2024 Q4
|
1/10/2025 |
1
|
$0
|
| RMR Wealth Builders |
2024 Q4
|
1/10/2025 |
253
|
$960 M
|
| LYNCH & ASSOCIATES/IN |
2024 Q4
|
1/10/2025 |
116
|
$460 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2024 Q3
|
1/10/2025 |
172
|
$190 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2024 Q2
|
1/10/2025 |
146
|
$170 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2024 Q1
|
1/10/2025 |
125
|
$140 M
|
| Graypoint LLC |
2024 Q4
|
1/10/2025 |
514
|
$1.7 B
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2023 Q4
|
1/10/2025 |
106
|
$110 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2023 Q1 - RESTATEMENT
|
1/10/2025 |
2,370
|
$19 B
|
| NOMURA ASSET MANAGEMENT CO LTD |
2022 Q4 - RESTATEMENT
|
1/10/2025 |
2,278
|
$17 B
|
| TILIA FIDUCIARY PARTNERS, INC. |
2024 Q4
|
1/10/2025 |
106
|
$150 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2022 Q3 - RESTATEMENT
|
1/10/2025 |
2,296
|
$16 B
|
| NOMURA ASSET MANAGEMENT CO LTD |
2022 Q2 - RESTATEMENT
|
1/10/2025 |
2,299
|
$16 B
|
| Trinity Financial Advisors LLC |
2024 Q4
|
1/10/2025 |
86
|
$260 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2022 Q1 - RESTATEMENT
|
1/10/2025 |
2,283
|
$18 B
|
| Lowe Wealth Advisors, LLC |
2024 Q4
|
1/10/2025 |
360
|
$230 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q4 - RESTATEMENT
|
1/10/2025 |
1,757
|
$20 B
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q3 - RESTATEMENT
|
1/10/2025 |
1,720
|
$18 B
|
| Bruce G. Allen Investments, LLC |
2024 Q4
|
1/10/2025 |
1,090
|
$120 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q2 - RESTATEMENT
|
1/10/2025 |
1,758
|
$17 B
|
| Atlas Brown,Inc. |
2024 Q4
|
1/10/2025 |
206
|
$290 M
|
| Union Heritage Capital, LLC |
2024 Q3
|
1/10/2025 |
59
|
$270 M
|
| Union Heritage Capital, LLC |
2024 Q2
|
1/10/2025 |
59
|
$250 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2021 Q1 - RESTATEMENT
|
1/10/2025 |
1,883
|
$16 B
|
| NOMURA ASSET MANAGEMENT CO LTD |
2020 Q4 - RESTATEMENT
|
1/10/2025 |
2,162
|
$15 B
|
| Sugarloaf Wealth Management, LLC |
2024 Q4
|
1/10/2025 |
686
|
$530 M
|
| HBW ADVISORY SERVICES LLC |
2024 Q4
|
1/10/2025 |
376
|
$970 M
|
| Praetorian Wealth Management, Inc. |
2024 Q4
|
1/10/2025 |
61
|
$410 M
|
| JACOBS & CO/CA |
2024 Q4
|
1/10/2025 |
126
|
$980 k
|
| Heartwood Wealth Advisors LLC |
2024 Q4
|
1/10/2025 |
170
|
$890 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2024 Q4
|
1/10/2025 |
614
|
$310 M
|
| Sage Capital Advisors,llc |
2024 Q4
|
1/10/2025 |
136
|
$380 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2024 Q4
|
1/10/2025 |
155
|
$930 k
|
| Buska Wealth Management, LLC |
2024 Q1 - RESTATEMENT
|
1/10/2025 |
52
|
$230 M
|
| Buska Wealth Management, LLC |
2024 Q2 - RESTATEMENT
|
1/10/2025 |
55
|
$250 M
|
| Buska Wealth Management, LLC |
2024 Q3 - RESTATEMENT
|
1/10/2025 |
58
|
$290 M
|
| ORG Wealth Partners, LLC |
2024 Q4
|
1/10/2025 |
5,862
|
$320 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2024 Q4
|
1/10/2025 |
168
|
$1.5 M
|
| Ridgewood Investments LLC |
2024 Q4
|
1/10/2025 |
736
|
$210 M
|
| HARBOR CAPITAL ADVISORS, INC. |
2024 Q4
|
1/10/2025 |
1,319
|
$2.3 M
|
| CCM INVESTMENT ADVISERS LLC |
2024 Q4
|
1/10/2025 |
75
|
$900 M
|
| Hilltop National Bank |
2024 Q4
|
1/10/2025 |
1,022
|
$330 M
|
| A. D. Beadell Investment Counsel, Inc. |
2024 Q4
|
1/10/2025 |
88
|
$120 k
|
| ST GERMAIN D J CO INC |
2024 Q4
|
1/10/2025 |
837
|
$2.2 B
|
| NorthCrest Asset Manangement, LLC |
2024 Q4
|
1/10/2025 |
552
|
$3.3 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2024 Q4
|
1/10/2025 |
2,814
|
$49 B
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2024 Q4
|
1/10/2025 |
51
|
$290 k
|
| Avondale Wealth Management |
2024 Q4
|
1/10/2025 |
112
|
$160 M
|
| ORG Partners LLC |
2024 Q4
|
1/10/2025 |
41,684
|
$740 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/10/2025 |
237
|
$250 M
|
| Marotta Asset Management |
2024 Q4
|
1/10/2025 |
110
|
$480 M
|
| AGINCOURT CAPITAL MANAGEMENT, LLC |
2024 Q4
|
1/10/2025 |
3
|
$100 M
|
| CALEDONIA INVESTMENTS PLC |
2024 Q4
|
1/10/2025 |
14
|
$840 M
|
| First International Bank & Trust |
2024 Q4
|
1/10/2025 |
97
|
$310 M
|
| Wealth Group Ltd |
2024 Q4
|
1/8/2025 |
65
|
$350 M
|
| CUMBERLAND ADVISORS INC |
2024 Q4
|
1/8/2025 |
49
|
$250 M
|
| FIRST HAWAIIAN BANK |
2024 Q4
|
1/8/2025 |
1,246
|
$3.1 B
|
| Michael S. Ryan, Inc. |
2024 Q4
|
1/8/2025 |
48
|
$150 M
|
| Partnership Wealth Management, LLC |
2024 Q4
|
1/8/2025 |
72
|
$120 M
|
| Legacy Private Trust Co. |
2024 Q4
|
1/8/2025 |
314
|
$1.5 B
|
| FARMERS TRUST CO |
2024 Q4
|
1/8/2025 |
189
|
$540 M
|