| Dentgroup LLC |
2024 Q4
|
1/3/2025 |
80
|
$130 M
|
| Allie Family Office LLC |
2024 Q3 - NEW HOLDINGS
|
1/3/2025 |
93
|
$190 M
|
| Allie Family Office LLC |
2024 Q2 - NEW HOLDINGS
|
1/3/2025 |
84
|
$170 M
|
| Allie Family Office LLC |
2024 Q1 - NEW HOLDINGS
|
1/3/2025 |
82
|
$170 M
|
| Integrated Capital Management, LLC |
2024 Q4
|
1/3/2025 |
57
|
$190 k
|
| First Citizens Financial Corp |
2024 Q4
|
1/3/2025 |
123
|
$180 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2024 Q4
|
1/3/2025 |
69
|
$400 M
|
| EVERENCE CAPITAL MANAGEMENT INC |
2024 Q4
|
1/3/2025 |
814
|
$1.5 M
|
| Modus Advisors, LLC |
2024 Q4
|
1/3/2025 |
326
|
$320 M
|
| Centre Asset Management, LLC |
2024 Q4
|
1/3/2025 |
56
|
$440 k
|
| General Partner, Inc. |
2024 Q4
|
1/3/2025 |
268
|
$170 M
|
| NRI Wealth Management LC |
2024 Q4
|
1/2/2025 |
26
|
$140 M
|
| Franchise Capital Ltd |
2024 Q4
|
1/2/2025 |
16
|
$220 M
|
| GAMMA Investing LLC |
2024 Q4
|
1/2/2025 |
3,776
|
$1.2 B
|
| Versant Capital Management, Inc |
2024 Q4
|
1/2/2025 |
2,377
|
$460 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2024 Q4
|
1/2/2025 |
429
|
$1.1 B
|
| Peirce Capital Management, LLC |
2024 Q4
|
1/2/2025 |
35
|
$190 M
|
| IMPACTfolio, LLC |
2024 Q4
|
1/2/2025 |
49
|
$190 M
|
| Trust Co of the South |
2024 Q4
|
1/2/2025 |
127
|
$490 M
|
| Global Wealth Strategies & Associates |
2024 Q4
|
1/2/2025 |
453
|
$320 M
|
| Somnio Financial Group, LLC |
2024 Q4
|
1/2/2025 |
14
|
$130 M
|
| BancFirst Trust & Investment Management |
2024 Q4
|
1/2/2025 |
74
|
$220 M
|
| CACTI ASSET MANAGEMENT LLC |
2024 Q4
|
1/2/2025 |
75
|
$1.3 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2024 Q4
|
1/2/2025 |
359
|
$7.2 B
|
| Old Port Advisors |
2024 Q4
|
1/2/2025 |
229
|
$350 M
|
| Irth Capital Management LP |
2024 Q4
|
1/2/2025 |
1
|
$67 M
|