| Members Trust Co |
2025 Q2
|
7/30/2025 |
222
|
$2.9 B
|
| WEDGEWOOD INVESTORS INC /PA/ |
2025 Q2
|
7/30/2025 |
101
|
$87 M
|
| Retirement Planning Group, LLC |
2025 Q2
|
7/30/2025 |
304
|
$2.4 B
|
| Fingerlakes Wealth Management, Inc. |
2025 Q2
|
7/30/2025 |
92
|
$130 M
|
| FIDUCIARY FAMILY OFFICE, LLC |
2025 Q2
|
7/30/2025 |
187
|
$310 M
|
| IMG Wealth Management, Inc. |
2025 Q2
|
7/30/2025 |
483
|
$130 M
|
| Lionsbridge Wealth Management LLC |
2025 Q2
|
7/30/2025 |
58
|
$100 M
|
| DUPONT CAPITAL MANAGEMENT CORP |
2025 Q2
|
7/30/2025 |
109
|
$930 M
|
| Advantage Trust Co |
2025 Q2
|
7/30/2025 |
264
|
$200 M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2025 Q2
|
7/30/2025 |
124
|
$3.0 B
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q2
|
7/30/2025 |
103
|
$570 M
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/30/2025 |
293
|
$870 M
|
| Gimbal Financial |
2025 Q2
|
7/30/2025 |
47
|
$160 M
|
| Tiptree Advisors, LLC |
2025 Q2
|
7/30/2025 |
21
|
$130 M
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2025 Q2
|
7/30/2025 |
183
|
$320 M
|
| St. Johns Investment Management Company, LLC |
2025 Q2
|
7/30/2025 |
201
|
$220 M
|
| Coronation Fund Managers Ltd. |
2025 Q2
|
7/30/2025 |
81
|
$1.8 B
|
| SANDERS MORRIS HARRIS LLC |
2025 Q2
|
7/30/2025 |
165
|
$420 M
|
| Beech Hill Advisors, Inc. |
2025 Q2
|
7/30/2025 |
96
|
$220 M
|
| Legacy Wealth Asset Management, LLC |
2025 Q2
|
7/30/2025 |
349
|
$390 M
|
| Smith Thornton Advisors LLC |
2025 Q2
|
7/30/2025 |
132
|
$170 M
|
| Wallace Advisory Group, LLC |
2025 Q2
|
7/30/2025 |
172
|
$140 M
|
| PACIFIC SUN FINANCIAL CORP |
2025 Q2
|
7/30/2025 |
188
|
$190 M
|
| Alapocas Investment Partners, Inc. |
2025 Q2
|
7/30/2025 |
20
|
$160 M
|
| UHLMANN PRICE SECURITIES, LLC |
2024 Q3
|
7/30/2025 |
180
|
$130 M
|
| TLW Wealth Management, LLC |
2025 Q2
|
7/30/2025 |
17
|
$180 M
|
| Dupree Financial Group, LLC |
2025 Q2
|
7/30/2025 |
106
|
$250 M
|
| BG Investment Services, Inc. |
2025 Q2
|
7/30/2025 |
41
|
$80 M
|
| Beach Point Capital Management LP |
2025 Q2
|
7/30/2025 |
19
|
$240 M
|
| Divergent Planning, LLC |
2025 Q2 - RESTATEMENT
|
7/30/2025 |
35
|
$340 M
|
| Syntegra Private Wealth Group, LLC |
2025 Q2
|
7/30/2025 |
179
|
$980 M
|
| Probity Advisors, Inc. |
2025 Q2
|
7/30/2025 |
230
|
$570 M
|
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/30/2025 |
145
|
$990 M
|
| Aurora Investment Counsel |
2025 Q2
|
7/30/2025 |
107
|
$190 M
|
| Siena Capital Partners GP, LLC |
2025 Q2
|
7/30/2025 |
100
|
$340 M
|
| apricus wealth, LLC |
2025 Q2
|
7/30/2025 |
116
|
$170 M
|
| KLINGENSTEIN FIELDS & CO LP |
2025 Q2
|
7/30/2025 |
276
|
$2.5 B
|
| WMS Partners, LLC |
2025 Q2
|
7/30/2025 |
1
|
$0
|
| SkyOak Wealth, LLC |
2025 Q2
|
7/30/2025 |
246
|
$500 M
|
| Gulf International Bank (UK) Ltd |
2025 Q2
|
7/30/2025 |
598
|
$2.8 B
|
| Axecap Investments, LLC |
2025 Q2
|
7/30/2025 |
72
|
$150 M
|
| Birch Hill Investment Advisors LLC |
2025 Q2
|
7/30/2025 |
195
|
$2.3 B
|
| Covenant Partners, LLC |
2025 Q2
|
7/30/2025 |
146
|
$340 M
|
| Black Diamond Financial, LLC |
2025 Q2
|
7/30/2025 |
144
|
$640 M
|
| Cullen/Frost Bankers, Inc. |
2025 Q2
|
7/30/2025 |
1,298
|
$8.0 B
|
| Generali Powszechne Towarzystwo Emerytalne |
2025 Q2
|
7/30/2025 |
29
|
$480 M
|
| WHITTIER TRUST CO OF NEVADA INC |
2025 Q2
|
7/30/2025 |
1,768
|
$4.4 B
|
| WHITTIER TRUST CO |
2025 Q2
|
7/30/2025 |
1,860
|
$8.3 B
|
| Lafayette Investments, Inc. |
2025 Q2
|
7/30/2025 |
151
|
$490 M
|
| KELLOGG W K FOUNDATION TRUST |
2025 Q2
|
7/30/2025 |
2
|
$3.9 B
|
| Mason & Associates, LLC |
2025 Q2
|
7/30/2025 |
41
|
$400 M
|
| Mid-American Wealth Advisory Group, Inc. |
2025 Q2
|
7/30/2025 |
341
|
$210 M
|
| Privium Fund Management B.V. |
2025 Q2
|
7/30/2025 |
55
|
$460 M
|
| Cabot-Wellington, LLC |
2025 Q2
|
7/30/2025 |
5
|
$290 M
|
| Privium Fund Management (UK) Ltd |
2025 Q2
|
7/30/2025 |
8
|
$160 M
|
| LGT Financial Advisors LLC |
2025 Q2
|
7/30/2025 |
2,439
|
$39 M
|
| Klingman & Associates, LLC |
2025 Q2
|
7/30/2025 |
314
|
$1.8 B
|
| CLUNE & ASSOCIATES, LTD. |
2025 Q2
|
7/30/2025 |
156
|
$370 M
|
| Darrow Company, Inc. |
2025 Q2
|
7/30/2025 |
52
|
$200 M
|
| Mills Wealth Advisors LLC |
2025 Q2
|
7/30/2025 |
68
|
$220 M
|
| Atlantic Edge Private Wealth Management, LLC |
2025 Q2
|
7/30/2025 |
511
|
$360 M
|
| SECURIAN ASSET MANAGEMENT, INC |
2025 Q2
|
7/30/2025 |
929
|
$3.5 B
|
| PITTENGER & ANDERSON INC |
2025 Q2
|
7/30/2025 |
419
|
$2.7 B
|
| Phoenix Financial Ltd. |
2025 Q2
|
7/30/2025 |
614
|
$7.6 B
|
| STRATEGIC VALUE BANK PARTNERS LLC |
2025 Q2
|
7/30/2025 |
15
|
$170 M
|
| Ardent Capital Management, Inc. |
2025 Q2
|
7/30/2025 |
43
|
$210 M
|
| Matson Money. Inc. |
2025 Q2
|
7/30/2025 |
9
|
$2.9 B
|
| Maj Invest Holding A/S |
2025 Q2
|
7/30/2025 |
42
|
$2.9 B
|
| Triton Financial Group Inc |
2025 Q2
|
7/30/2025 |
87
|
$140 M
|
| VCI Wealth Management LLC |
2025 Q2
|
7/30/2025 |
103
|
$290 M
|
| BCK Partners, Inc. |
2025 Q2
|
7/30/2025 |
26
|
$170 M
|
| Groupe Bruxelles Lambert |
2025 Q2
|
7/30/2025 |
1
|
$460 M
|
| Avidian Wealth Enterprises, LLC |
2025 Q2
|
7/30/2025 |
550
|
$2.5 B
|
| WESPAC Advisors SoCal, LLC |
2025 Q2
|
7/30/2025 |
103
|
$450 M
|
| DekaBank Deutsche Girozentrale |
2025 Q2
|
7/30/2025 |
1,983
|
$56 B
|
| Southern Farm Bureau Life Insurance |
2025 Q2
|
7/30/2025 |
16
|
$780 M
|
| Journey Advisory Group, LLC |
2025 Q2
|
7/30/2025 |
276
|
$1.3 B
|
| Berkeley Capital Partners, LLC |
2025 Q2
|
7/30/2025 |
174
|
$390 M
|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2025 Q2
|
7/30/2025 |
12
|
$250 M
|
| Towneley Capital Management, Inc / DE |
2025 Q2
|
7/30/2025 |
34
|
$440 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2025 Q2
|
7/30/2025 |
72
|
$580 M
|
| TRB Advisors LP |
2025 Q2
|
7/30/2025 |
11
|
$420 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
346
|
$460 M
|
| Princeton Global Asset Management LLC |
2025 Q2
|
7/29/2025 |
755
|
$550 M
|
| Canvas Wealth Advisors, LLC |
2025 Q2
|
7/29/2025 |
207
|
$510 M
|
| Fiduciary Planning LLC |
2025 Q2
|
7/29/2025 |
77
|
$300 M
|
| Bogart Wealth, LLC |
2025 Q2
|
7/29/2025 |
1,455
|
$2.3 B
|
| CORDA Investment Management, LLC. |
2025 Q2
|
7/29/2025 |
78
|
$1.4 B
|
| Townsend & Associates, Inc |
2025 Q2
|
7/29/2025 |
112
|
$1.0 B
|
| Alan B Lancz & Associates, Inc. |
2025 Q2
|
7/29/2025 |
128
|
$100 M
|
| Crewe Advisors LLC |
2025 Q2
|
7/29/2025 |
747
|
$710 M
|
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/29/2025 |
224
|
$570 M
|
| First Interstate Bank |
2025 Q2
|
7/29/2025 |
307
|
$1.7 B
|
| NOTTINGHAM ADVISORS, INC. |
2025 Q2
|
7/29/2025 |
113
|
$670 M
|
| Financial Perspectives, Inc |
2025 Q2
|
7/29/2025 |
724
|
$330 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2025 Q2
|
7/29/2025 |
12
|
$190 M
|
| Demars Financial Group, LLC |
2025 Q2
|
7/29/2025 |
85
|
$260 M
|
| Asset Management Advisors, LLC |
2025 Q2
|
7/29/2025 |
17
|
$150 M
|
| Family Capital Trust Co |
2025 Q2
|
7/29/2025 |
62
|
$290 M
|
| Arbor Investment Advisors, LLC |
2025 Q2
|
7/29/2025 |
112
|
$780 M
|