| PARK NATIONAL CORP /OH/ |
2026 Q3
|
10/5/2026 |
517
|
$3.7 B
|
| General Partner, Inc. |
2026 Q3
|
10/5/2026 |
260
|
$190 M
|
| MassMutual Private Wealth & Trust, FSB |
2026 Q3
|
10/5/2026 |
2,398
|
$3.8 B
|
| Violich Capital Management, Inc. |
2026 Q3
|
10/5/2026 |
113
|
$930 M
|
| CX Institutional |
2026 Q3
|
10/2/2026 |
1,669
|
$3.7 M
|
| Pennsylvania State University |
2026 Q3
|
10/2/2026 |
3
|
$250 M
|
| Boltwood Capital Management |
2026 Q3
|
10/2/2026 |
195
|
$440 M
|
| Polaris Financial Partners |
2026 Q3
|
10/2/2026 |
382
|
$220 k
|
| First Citizens Financial Corp |
2026 Q3
|
10/2/2026 |
138
|
$240 M
|
| Robert B. Daugherty Foundation |
2026 Q3
|
10/2/2026 |
1
|
$120 M
|
| Miller Global Investments, LLC |
2026 Q3
|
10/2/2026 |
327
|
$120 M
|
| GLP Holdings LLLP |
2026 Q3
|
10/2/2026 |
4
|
$130 M
|
| Marotta Asset Management |
2026 Q3
|
10/2/2026 |
101
|
$590 M
|
| Silverleafe Capital Partners, LLC |
2026 Q3
|
10/2/2026 |
100
|
$350 M
|
| PRIVATE CLIENT SERVICES, LLC |
2026 Q3
|
10/2/2026 |
232
|
$370 M
|
| Advus Financial Partners, LLC |
2026 Q2 - RESTATEMENT
|
10/2/2026 |
142
|
$350 M
|
| Advus Financial Partners, LLC |
2026 Q1 - RESTATEMENT
|
10/2/2026 |
69
|
$260 M
|
| Advus Financial Partners, LLC |
2025 Q4 - RESTATEMENT
|
10/2/2026 |
65
|
$280 M
|
| Advus Financial Partners, LLC |
2025 Q3 - RESTATEMENT
|
10/2/2026 |
65
|
$270 M
|
| Advus Financial Partners, LLC |
2025 Q2 - RESTATEMENT
|
10/2/2026 |
64
|
$250 M
|
| Advus Financial Partners, LLC |
2025 Q1 - RESTATEMENT
|
10/2/2026 |
60
|
$230 M
|
| Advus Financial Partners, LLC |
2024 Q4 - RESTATEMENT
|
10/2/2026 |
61
|
$230 M
|
| Advus Financial Partners, LLC |
2024 Q3 - RESTATEMENT
|
10/2/2026 |
62
|
$240 M
|
| Beacon Wealthcare LLC |
2026 Q3
|
10/2/2026 |
32
|
$320 M
|
| Advus Financial Partners, LLC |
2024 Q2 - RESTATEMENT
|
10/2/2026 |
59
|
$220 M
|
| Advus Financial Partners, LLC |
2024 Q1 - RESTATEMENT
|
10/2/2026 |
59
|
$220 M
|
| Advus Financial Partners, LLC |
2023 Q4 - RESTATEMENT
|
10/2/2026 |
53
|
$200 M
|
| Advus Financial Partners, LLC |
2023 Q3 - RESTATEMENT
|
10/2/2026 |
53
|
$190 M
|
| Planning Strategies Inc. |
2026 Q3
|
10/2/2026 |
1,159
|
$170 M
|
| Advus Financial Partners, LLC |
2023 Q2 - RESTATEMENT
|
10/2/2026 |
53
|
$190 M
|
| Advus Financial Partners, LLC |
2023 Q1 - RESTATEMENT
|
10/2/2026 |
52
|
$180 M
|
| Advus Financial Partners, LLC |
2022 Q4 - RESTATEMENT
|
10/2/2026 |
64
|
$180 M
|
| Advus Financial Partners, LLC |
2022 Q3 - RESTATEMENT
|
10/2/2026 |
55
|
$140 M
|
| Advus Financial Partners, LLC |
2022 Q2 - RESTATEMENT
|
10/2/2026 |
59
|
$150 M
|
| Advus Financial Partners, LLC |
2022 Q1 - RESTATEMENT
|
10/2/2026 |
55
|
$150 M
|
| Advus Financial Partners, LLC |
2021 Q4
|
10/2/2026 |
46
|
$140 M
|
| Allie Family Office LLC |
2026 Q2 - RESTATEMENT
|
10/2/2026 |
107
|
$270 M
|
| Advus Financial Partners, LLC |
2024 Q4 - RESTATEMENT
|
10/2/2026 |
46
|
$140 M
|
| GoalVest Advisory LLC |
2026 Q3
|
10/2/2026 |
725
|
$580 M
|
| REYL & Cie S.A. |
2026 Q2
|
10/2/2026 |
154
|
$87 M
|
| Global Wealth Strategies & Associates |
2026 Q3
|
10/2/2026 |
114
|
$550 M
|
| Versant Capital Management, Inc |
2026 Q3
|
10/2/2026 |
2,804
|
$1.2 B
|
| Stairway Partners, LLC |
2026 Q3
|
10/2/2026 |
18
|
$2.1 B
|
| GP Brinson Investments LLC |
2026 Q3
|
10/1/2026 |
13
|
$230 M
|
| Stonebridge Financial Group, LLC |
2026 Q3
|
10/1/2026 |
275
|
$1.4 B
|
| LBJ Family Wealth Advisors, Ltd. |
2026 Q3
|
10/1/2026 |
29
|
$200 k
|
| Montecito Bank & Trust |
2026 Q3
|
10/1/2026 |
451
|
$660 M
|
| University of Massachusetts Foundation, Inc. |
2026 Q3
|
10/1/2026 |
1
|
$0
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q3
|
10/1/2026 |
1
|
$110 M
|
| Hickory Point Bank & Trust |
2026 Q3
|
10/1/2026 |
520
|
$170 M
|
| DOLIVER ADVISORS, LP |
2026 Q3
|
10/1/2026 |
181
|
$460 M
|
| Roxbury Financial LLC |
2026 Q3
|
10/1/2026 |
426
|
$130 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q3
|
10/1/2026 |
376
|
$330 M
|
| Defender Capital, LLC. |
2026 Q3
|
10/1/2026 |
38
|
$320 M
|
| Woodward Financial Advisors, Inc. |
2023 Q2
|
10/1/2026 |
50
|
$130 M
|
| Noble Wealth Management PBC |
2026 Q3
|
10/1/2026 |
788
|
$220 M
|
| Woodward Financial Advisors, Inc. |
2023 Q1
|
10/1/2026 |
44
|
$120 M
|
| Woodward Financial Advisors, Inc. |
2023 Q4
|
10/1/2026 |
52
|
$150 M
|
| Woodward Financial Advisors, Inc. |
2022 Q4
|
10/1/2026 |
43
|
$120 M
|
| Woodward Financial Advisors, Inc. |
2023 Q3
|
10/1/2026 |
44
|
$140 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2026 Q3
|
10/1/2026 |
407
|
$1.4 B
|
| Woodward Financial Advisors, Inc. |
2022 Q3
|
10/1/2026 |
44
|
$110 M
|
| Woodward Financial Advisors, Inc. |
2025 Q2
|
10/1/2026 |
58
|
$240 M
|
| Woodward Financial Advisors, Inc. |
2026 Q1
|
10/1/2026 |
60
|
$260 M
|
| Woodward Financial Advisors, Inc. |
2025 Q4
|
10/1/2026 |
61
|
$270 M
|
| Woodward Financial Advisors, Inc. |
2024 Q1
|
10/1/2026 |
55
|
$170 M
|
| Woodward Financial Advisors, Inc. |
2022 Q2
|
10/1/2026 |
46
|
$110 M
|
| Coastline Trust Co |
2026 Q3
|
10/1/2026 |
495
|
$1.1 B
|
| Woodward Financial Advisors, Inc. |
2022 Q1
|
10/1/2026 |
40
|
$98 M
|
| Woodward Financial Advisors, Inc. |
2021 Q4
|
10/1/2026 |
40
|
$99 M
|
| Woodward Financial Advisors, Inc. |
2024 Q2
|
10/1/2026 |
51
|
$180 M
|
| Woodward Financial Advisors, Inc. |
2024 Q3
|
10/1/2026 |
55
|
$200 M
|
| Woodward Financial Advisors, Inc. |
2024 Q4
|
10/1/2026 |
56
|
$200 M
|
| Woodward Financial Advisors, Inc. |
2025 Q1
|
10/1/2026 |
55
|
$210 M
|
| Woodward Financial Advisors, Inc. |
2025 Q3
|
10/1/2026 |
60
|
$260 M
|
| Marathon Mission, Inc. |
2026 Q3
|
10/1/2026 |
56
|
$200 M
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q3
|
10/1/2026 |
424
|
$6.0 B
|
| Sarver Vrooman Wealth Advisors |
2026 Q3
|
10/1/2026 |
142
|
$170 M
|
| Parrish Capital LLC |
2026 Q3
|
10/1/2026 |
84
|
$100 M
|
| CACTI ASSET MANAGEMENT LLC |
2026 Q3
|
10/1/2026 |
79
|
$1.9 B
|