| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q2 - NEW HOLDINGS
|
5/4/2026 |
2
|
$760 k
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q1 - RESTATEMENT
|
5/4/2026 |
1,713
|
$30 B
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q1 - NEW HOLDINGS
|
5/4/2026 |
1
|
$390 k
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q4 - RESTATEMENT
|
5/4/2026 |
1,597
|
$38 B
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q3 - NEW HOLDINGS
|
5/4/2026 |
5
|
$1.3 M
|
| ELLERSON GROUP INC /ADV |
2026 Q1
|
5/4/2026 |
61
|
$150 M
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q3 - RESTATEMENT
|
5/4/2026 |
1,596
|
$34 B
|
| Sigma Planning Corp |
2026 Q1
|
5/4/2026 |
1,309
|
$3.6 B
|
| Cornerstone Advisory, LLC |
2026 Q1
|
5/4/2026 |
262
|
$1.1 B
|
| CAMDEN NATIONAL BANK |
2026 Q1
|
5/4/2026 |
257
|
$740 M
|
| Conservest Capital Advisors, Inc. |
2026 Q1
|
5/4/2026 |
127
|
$1.1 B
|
| Members Trust Co |
2026 Q1
|
5/4/2026 |
259
|
$3.0 B
|
| SFAM, LLC |
2026 Q1
|
5/4/2026 |
269
|
$110 M
|
| Citizens National Bank Trust Department |
2026 Q1
|
5/4/2026 |
382
|
$600 M
|
| Bedel Financial Consulting, Inc. |
2026 Q1
|
5/4/2026 |
300
|
$890 M
|
| First Growth Capital LLC |
2026 Q1
|
5/4/2026 |
0
|
$0
|
| Chicago Partners Investment Group LLC |
2026 Q1
|
5/4/2026 |
1,511
|
$4.5 B
|
| Gratus Wealth Advisors, LLC |
2026 Q1
|
5/4/2026 |
138
|
$690 M
|
| ABSHER WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/4/2026 |
70
|
$850 M
|
| Kellett Wealth Advisors, LLC |
2026 Q1
|
5/4/2026 |
79
|
$180 M
|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2026 Q1
|
5/4/2026 |
206
|
$630 M
|
| One Wealth Map LLC |
2026 Q1
|
5/4/2026 |
103
|
$210 M
|
| Verbena Value LP |
2026 Q1
|
5/4/2026 |
26
|
$610 M
|
| IFC Advisors LLC |
2026 Q1
|
5/4/2026 |
158
|
$700 M
|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
5/4/2026 |
214
|
$760 M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/4/2026 |
37
|
$250 M
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2026 Q1
|
5/4/2026 |
941
|
$19 B
|
| NWF Advisory Services Inc. |
2026 Q1
|
5/4/2026 |
411
|
$890 M
|
| Nadler Financial Group, Inc. |
2026 Q1
|
5/4/2026 |
135
|
$1.0 B
|
| TFR Capital, LLC. |
2026 Q1
|
5/4/2026 |
190
|
$330 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2026 Q1
|
5/4/2026 |
4,452
|
$190 B
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2026 Q1
|
5/4/2026 |
129
|
$2.8 B
|
| Spectrum Asset Management, Inc. |
2026 Q1
|
5/4/2026 |
4
|
$50 M
|
| WJ Financial Advisors LLC |
2026 Q1
|
5/4/2026 |
128
|
$120 M
|
| BIRINYI ASSOCIATES INC |
2026 Q1
|
5/4/2026 |
60
|
$370 M
|
| Center for Financial Planning, Inc. |
2026 Q1
|
5/4/2026 |
663
|
$960 M
|
| HBW ADVISORY SERVICES LLC |
2026 Q1
|
5/4/2026 |
444
|
$950 M
|
| NORTHLAND SECURITIES, INC. |
2026 Q1
|
5/4/2026 |
108
|
$110 M
|
| GHE, LLC |
2026 Q1 - RESTATEMENT
|
5/4/2026 |
55
|
$240 M
|
| 1 NORTH WEALTH SERVICES LLC |
2026 Q1
|
5/4/2026 |
270
|
$280 M
|
| Legacy Financial Group LLC |
2026 Q1
|
5/4/2026 |
121
|
$800 M
|
| Element Wealth, LLC |
2026 Q1
|
5/4/2026 |
207
|
$240 M
|
| Bretton Capital Management, LLC |
2026 Q1
|
5/4/2026 |
18
|
$110 M
|
| MML INVESTORS SERVICES, LLC |
2026 Q1
|
5/4/2026 |
2,995
|
$36 B
|
| Archer Investment Corp |
2026 Q1
|
5/4/2026 |
1,248
|
$470 M
|
| Illumine Investment Management, LLC |
2026 Q1
|
5/4/2026 |
92
|
$130 M
|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
2026 Q1
|
5/4/2026 |
36
|
$60 M
|
| V2 Financial group LLC |
2026 Q1
|
5/4/2026 |
108
|
$210 M
|
| Prudent Man Investment Management, Inc. |
2026 Q1
|
5/4/2026 |
169
|
$300 M
|
| Financial Security Advisor, Inc. |
2026 Q1
|
5/4/2026 |
160
|
$540 M
|
| Genesis Wealth Advisors, LLC |
2026 Q1
|
5/4/2026 |
64
|
$150 M
|
| Wellington Shields & Co., LLC |
2026 Q1
|
5/4/2026 |
321
|
$390 M
|
| Pacific Point Advisors, LLC |
2026 Q1
|
5/4/2026 |
133
|
$190 M
|
| Souders Financial Advisors |
2026 Q1
|
5/4/2026 |
216
|
$880 M
|
| Wellington Shields Capital Management, LLC |
2026 Q1
|
5/4/2026 |
326
|
$670 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2026 Q1
|
5/4/2026 |
74
|
$150 M
|
| Purkiss Capital Advisors LLC |
2026 Q1
|
5/4/2026 |
168
|
$230 M
|
| FIRST FOUNDATION ADVISORS |
2026 Q1
|
5/4/2026 |
574
|
$2.5 B
|
| Carrera Capital Advisors |
2026 Q1
|
5/4/2026 |
188
|
$650 M
|
| Chapman Investment Management, LLC |
2026 Q1
|
5/4/2026 |
26
|
$120 M
|
| STEGINSKY CAPITAL LLC |
2026 Q1
|
5/4/2026 |
8
|
$610 M
|
| Stack Financial Management, Inc |
2026 Q1
|
5/4/2026 |
52
|
$1.4 B
|
| TrustBank |
2026 Q1
|
5/4/2026 |
154
|
$260 M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
2026 Q1
|
5/4/2026 |
890
|
$7.4 B
|
| KTF INVESTMENTS, LLC |
2026 Q1
|
5/4/2026 |
91
|
$580 M
|
| Prodigy Asset Management LLC |
2026 Q1
|
5/4/2026 |
28
|
$300 M
|
| Redwood Park Advisors LLC |
2026 Q1
|
5/4/2026 |
327
|
$150 M
|
| Pettee Investors, Inc. |
2026 Q1
|
5/4/2026 |
115
|
$190 M
|
| Westside Investment Management, Inc. |
2026 Q1
|
5/4/2026 |
1,945
|
$650 M
|
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/4/2026 |
130
|
$230 M
|
| WOLVERINE ASSET MANAGEMENT LLC |
2026 Q1
|
5/4/2026 |
1,678
|
$10 B
|
| RPS ADVISORY SOLUTIONS LLC |
2026 Q1
|
5/4/2026 |
108
|
$180 M
|
| GARRISON BRADFORD & ASSOCIATES INC |
2026 Q1
|
5/4/2026 |
38
|
$88 M
|
| Foresight Group Ltd Liability Partnership |
2026 Q1
|
5/4/2026 |
59
|
$570 M
|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2026 Q1
|
5/4/2026 |
908
|
$3.3 B
|
| COOKE & BIELER LP |
2026 Q1
|
5/4/2026 |
152
|
$8.8 B
|
| Headland Capital, LLC |
2026 Q1
|
5/4/2026 |
61
|
$350 M
|
| Global View Capital Management LLC |
2026 Q1
|
5/4/2026 |
140
|
$380 M
|
| Concentrum Wealth Management |
2026 Q1
|
5/4/2026 |
111
|
$340 M
|
| Copia Wealth Management |
2026 Q1
|
5/4/2026 |
532
|
$150 M
|
| Mirae Asset Global Investments Co., Ltd. |
2026 Q1
|
5/4/2026 |
2,356
|
$300 B
|
| WP Advisors, LLC |
2026 Q1
|
5/4/2026 |
115
|
$390 M
|
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q1
|
5/4/2026 |
73
|
$240 M
|
| Paragon Advisors, LLC |
2026 Q1
|
5/4/2026 |
76
|
$370 M
|
| NEW WAVE WEALTH ADVISORS LLC |
2026 Q1
|
5/4/2026 |
192
|
$290 M
|
| Titiun Yejiel |
2026 Q1
|
5/4/2026 |
57
|
$99 M
|
| Wealth Forward, LLC |
2026 Q1
|
5/4/2026 |
43
|
$180 M
|
| VISTA FINANCE, LLC |
2026 Q1
|
5/4/2026 |
55
|
$130 M
|
| HOURGLASS CAPITAL, LLC |
2026 Q1
|
5/4/2026 |
130
|
$480 M
|
| Syverson Strege & Co |
2026 Q1
|
5/4/2026 |
169
|
$420 M
|
| RAM Investment Partners, LLC |
2026 Q1
|
5/4/2026 |
121
|
$570 M
|
| Tributary Capital Management, LLC |
2026 Q1
|
5/4/2026 |
165
|
$1.0 B
|
| Good Steward Wealth Advisors,LLC |
2026 Q1
|
5/4/2026 |
68
|
$160 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2026 Q1
|
5/4/2026 |
82
|
$290 M
|
| HFR Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
49
|
$410 M
|
| Modus Advisors, LLC |
2026 Q1
|
5/4/2026 |
117
|
$360 M
|
| LaFleur & Godfrey LLC |
2026 Q1
|
5/4/2026 |
141
|
$800 M
|
| Consolidated Investment Group LLC |
2026 Q1
|
5/4/2026 |
77
|
$920 M
|
| Maytree Asset Management Ltd |
2026 Q1
|
5/4/2026 |
20
|
$140 M
|
| Fundamenta Capital S.A. |
2026 Q1
|
5/4/2026 |
11
|
$120 M
|