| Crumly & Associates Inc. |
2026 Q1
|
4/2/2026 |
200
|
$480 M
|
| McAlister, Sweet & Associates, Inc. |
2026 Q1
|
4/2/2026 |
32
|
$160 M
|
| Fulcrum Equity Management |
2026 Q1
|
4/2/2026 |
128
|
$100 M
|
| Stairway Partners, LLC |
2026 Q1
|
4/2/2026 |
18
|
$1.9 B
|
| NorthAvenue LLC |
2025 Q4
|
4/2/2026 |
375
|
$120 M
|
| Marex Group plc |
2024 Q1
|
4/2/2026 |
714
|
$3.1 B
|
| Marex Group plc |
2023 Q4
|
4/2/2026 |
855
|
$2.5 B
|
| Horizons Wealth Management |
2026 Q1
|
4/2/2026 |
173
|
$150 M
|
| Marex Group plc |
2023 Q3
|
4/2/2026 |
223
|
$710 M
|
| Marex Group plc |
2025 Q1
|
4/2/2026 |
1,054
|
$5.2 B
|
| Marex Group plc |
2024 Q4
|
4/2/2026 |
989
|
$5.9 B
|
| Marex Group plc |
2023 Q2
|
4/2/2026 |
233
|
$550 M
|
| Marex Group plc |
2023 Q1
|
4/2/2026 |
281
|
$760 M
|
| Marex Group plc |
2024 Q2
|
4/2/2026 |
931
|
$3.7 B
|
| Marex Group plc |
2022 Q4
|
4/2/2026 |
301
|
$700 M
|
| LBJ Family Wealth Advisors, Ltd. |
2026 Q1
|
4/1/2026 |
28
|
$170 k
|
| Mink Brook Asset Management LLC |
2026 Q1
|
4/1/2026 |
54
|
$180 M
|
| Royalty Pharma Sub-Manager, LLC |
2025 Q4
|
4/1/2026 |
4
|
$170 M
|
| Laurus Global Equity Management Inc. |
2026 Q1
|
4/1/2026 |
45
|
$100 M
|
| Robert B. Daugherty Foundation |
2026 Q1
|
4/1/2026 |
1
|
$100 M
|
| Aspen Wealth Management LLC |
2026 Q1
|
4/1/2026 |
124
|
$500 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2026 Q1
|
4/1/2026 |
392
|
$1.2 B
|
| Beacon Wealthcare LLC |
2026 Q1
|
4/1/2026 |
26
|
$280 M
|
| Vigilare Wealth Management |
2026 Q1
|
4/1/2026 |
109
|
$300 M
|
| BEACON FINANCIAL GROUP |
2025 Q4
|
4/1/2026 |
347
|
$1.0 B
|
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q1
|
4/1/2026 |
251
|
$290 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2026 Q1
|
4/1/2026 |
189
|
$490 M
|
| Bangor Savings Bank |
2026 Q1
|
4/1/2026 |
711
|
$1.3 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/1/2026 |
414
|
$6.4 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q1
|
4/1/2026 |
1
|
$9.8 M
|
| BancFirst Trust & Investment Management |
2026 Q1
|
4/1/2026 |
57
|
$230 M
|
| Adelphi Trust Co |
2026 Q1
|
4/1/2026 |
182
|
$120 M
|
| GP Brinson Investments LLC |
2026 Q1
|
4/1/2026 |
14
|
$220 M
|
| NEVILLE RODIE & SHAW INC |
2026 Q1
|
4/1/2026 |
336
|
$1.4 M
|
| Pensionfund Sabic |
2026 Q1
|
4/1/2026 |
77
|
$83 k
|
| Pensionfund PDN |
2026 Q1
|
4/1/2026 |
76
|
$170 k
|
| Signature Wealth Management Group |
2026 Q1
|
4/1/2026 |
128
|
$260 M
|