| Cornerstone National Bank & Trust Co |
2024 Q3
|
1/28/2026 |
216
|
$220 M
|
| Rather & Kittrell, Inc. |
2025 Q4
|
1/28/2026 |
106
|
$620 M
|
| Cornerstone National Bank & Trust Co |
2023 Q4
|
1/28/2026 |
110
|
$190 M
|
| Cornerstone National Bank & Trust Co |
2024 Q1
|
1/28/2026 |
111
|
$200 M
|
| Cornerstone National Bank & Trust Co |
2023 Q1
|
1/28/2026 |
101
|
$180 M
|
| Cornerstone National Bank & Trust Co |
2023 Q2
|
1/28/2026 |
102
|
$170 M
|
| Cornerstone National Bank & Trust Co |
2023 Q3
|
1/28/2026 |
102
|
$160 M
|
| Cornerstone National Bank & Trust Co |
2022 Q3
|
1/28/2026 |
110
|
$180 M
|
| Cornerstone National Bank & Trust Co |
2022 Q4
|
1/28/2026 |
108
|
$180 M
|
| Cornerstone National Bank & Trust Co |
2021 Q4
|
1/28/2026 |
114
|
$230 M
|
| Cornerstone National Bank & Trust Co |
2022 Q2
|
1/28/2026 |
109
|
$200 M
|
| Cornerstone National Bank & Trust Co |
2022 Q1
|
1/28/2026 |
111
|
$230 M
|
| Tufton Capital Management |
2025 Q4
|
1/28/2026 |
122
|
$570 M
|
| Cornerstone National Bank & Trust Co |
2021 Q3
|
1/28/2026 |
113
|
$230 M
|
| Cornerstone National Bank & Trust Co |
2021 Q2
|
1/28/2026 |
110
|
$230 M
|
| Cornerstone National Bank & Trust Co |
2020 Q4
|
1/28/2026 |
110
|
$190 M
|
| Cornerstone National Bank & Trust Co |
2021 Q1
|
1/28/2026 |
112
|
$210 M
|
| Cornerstone National Bank & Trust Co |
2020 Q3
|
1/28/2026 |
106
|
$160 M
|
| Cornerstone National Bank & Trust Co |
2020 Q1
|
1/28/2026 |
107
|
$110 M
|
| Harbour Trust & Investment Management Co |
2025 Q4
|
1/28/2026 |
286
|
$980 M
|
| Cornerstone National Bank & Trust Co |
2020 Q2
|
1/28/2026 |
105
|
$140 M
|
| Cornerstone National Bank & Trust Co |
2019 Q4
|
1/28/2026 |
102
|
$110 M
|
| Meadow Creek Wealth Advisors LLC |
2025 Q4
|
1/28/2026 |
138
|
$160 M
|
| Bedel Financial Consulting, Inc. |
2025 Q4
|
1/28/2026 |
293
|
$930 M
|
| Fiduciary Wealth Partners, LLC |
2025 Q4
|
1/28/2026 |
89
|
$240 M
|
| CORTLAND ASSOCIATES INC/MO |
2025 Q4
|
1/28/2026 |
64
|
$790 M
|
| Kapitalo Investimentos Ltda |
2025 Q4
|
1/28/2026 |
37
|
$520 M
|
| Headland Capital, LLC |
2025 Q4
|
1/28/2026 |
68
|
$360 M
|
| Accretive Wealth Partners, LLC |
2025 Q4
|
1/28/2026 |
153
|
$340 M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2025 Q4
|
1/28/2026 |
388
|
$370 M
|
| Momentum Wealth Planning, LLC |
2025 Q4
|
1/28/2026 |
44
|
$130 M
|
| Quaker Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
968
|
$320 M
|
| Ruffer LLP |
2025 Q4
|
1/28/2026 |
154
|
$2.2 B
|
| GENTRY PRIVATE WEALTH, LLC |
2025 Q4
|
1/28/2026 |
101
|
$160 M
|
| Emprise Bank |
2025 Q4
|
1/28/2026 |
107
|
$240 M
|
| Greencape Capital Pty Ltd |
2025 Q4
|
1/28/2026 |
2
|
$190 M
|
| Alphinity Investment Management Pty Ltd |
2025 Q4
|
1/28/2026 |
62
|
$9.9 B
|
| Hobbs Group Advisors, LLC |
2025 Q4
|
1/28/2026 |
164
|
$330 M
|
| M&T Bank Corp |
2025 Q4
|
1/28/2026 |
13,537
|
$31 B
|
| Walleye Partners, LLC |
2025 Q4
|
1/28/2026 |
55
|
$90 M
|
| Caliber Wealth Management, LLC / KS |
2025 Q4
|
1/28/2026 |
260
|
$930 M
|
| Pacific Asset Management, LLC |
2025 Q4
|
1/28/2026 |
70
|
$170 M
|
| Clarity Financial LLC |
2025 Q4
|
1/28/2026 |
116
|
$1.1 B
|
| BCK Partners, Inc. |
2025 Q4
|
1/28/2026 |
27
|
$190 M
|
| Bigelow Investment Advisors, LLC |
2025 Q4
|
1/28/2026 |
149
|
$260 M
|
| QVR LLC |
2025 Q4
|
1/28/2026 |
123
|
$2.0 B
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2025 Q4
|
1/28/2026 |
84
|
$220 M
|
| L. Roy Papp & Associates, LLP |
2025 Q4
|
1/28/2026 |
185
|
$900 M
|
| Crown Wealth Group, LLC |
2025 Q4
|
1/28/2026 |
143
|
$360 M
|
| SilverOak Wealth Management LLC |
2025 Q4
|
1/28/2026 |
120
|
$640 M
|
| Trademark Financial Management, LLC |
2025 Q4
|
1/28/2026 |
95
|
$180 M
|
| KLP KAPITALFORVALTNING AS |
2025 Q4
|
1/28/2026 |
2,169
|
$26 B
|
| FORM Wealth Advisors, LLC |
2025 Q4
|
1/28/2026 |
59
|
$850 M
|
| Columbia Asset Management |
2025 Q4
|
1/28/2026 |
174
|
$560 M
|
| APS Management Group, Inc. |
2025 Q4
|
1/28/2026 |
77
|
$120 M
|
| PMG Family Office LLC |
2025 Q4
|
1/28/2026 |
97
|
$87 M
|
| Delta Wealth Advisors LLC |
2025 Q4
|
1/28/2026 |
47
|
$120 M
|
| Key Client Fiduciary Advisors, LLC |
2025 Q4
|
1/28/2026 |
219
|
$290 M
|
| CPC Advisors, LLC |
2025 Q4
|
1/28/2026 |
207
|
$990 M
|
| VAUGHAN & Co SECURITIES, INC. |
2025 Q4
|
1/28/2026 |
57
|
$190 M
|
| WMG Financial Advisors, LLC |
2025 Q4
|
1/28/2026 |
197
|
$240 M
|
| Global Trust Wealth Management LLC |
2025 Q4
|
1/28/2026 |
85
|
$130 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2025 Q4
|
1/28/2026 |
121
|
$880 M
|
| Davidson Kahn Capital Management, LLC |
2025 Q4
|
1/28/2026 |
59
|
$190 M
|
| Universal- Beteiligungs- und Servicegesellschaft mbH |
2025 Q4
|
1/28/2026 |
2,054
|
$62 B
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2025 Q4
|
1/28/2026 |
93
|
$180 M
|
| TABR Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
1/28/2026 |
51
|
$150 M
|
| Walker Financial Services, Inc. |
2025 Q4
|
1/28/2026 |
41
|
$280 M
|
| EAGLE GLOBAL ADVISORS LLC |
2025 Q4
|
1/28/2026 |
277
|
$2.7 B
|
| BUILDER INVESTMENT GROUP INC /ADV |
2025 Q4
|
1/28/2026 |
102
|
$460 M
|
| Migdal Insurance & Financial Holdings Ltd. |
2025 Q4
|
1/28/2026 |
346
|
$12 B
|
| BSN CAPITAL PARTNERS Ltd |
2025 Q4
|
1/28/2026 |
20
|
$1.3 B
|
| Laurore Ltd |
2025 Q4
|
1/28/2026 |
1
|
$440 M
|
| Franchise GP Ltd |
2025 Q4
|
1/27/2026 |
24
|
$89 M
|
| WIT Partners Advisory Pte. Ltd. |
2025 Q4
|
1/27/2026 |
16
|
$290 M
|
| Financial Plan, Inc. |
2025 Q4
|
1/27/2026 |
94
|
$870 M
|
| CAMPBELL CAPITAL MANAGEMENT INC |
2025 Q4
|
1/27/2026 |
46
|
$300 M
|
| UG Investment Advisers Ltd. |
2025 Q4
|
1/27/2026 |
11
|
$430 M
|
| OVERSEA-CHINESE BANKING Corp Ltd |
2025 Q4
|
1/27/2026 |
584
|
$3.8 B
|
| Edge Financial Advisors LLC |
2025 Q4
|
1/27/2026 |
151
|
$240 M
|
| Carmel Capital Management L.L.C. |
2025 Q4
|
1/27/2026 |
23
|
$330 M
|
| Capelight Capital Asset Management LP |
2025 Q4 - RESTATEMENT
|
1/27/2026 |
36
|
$130 M
|
| Ramiah Investment Group |
2025 Q4
|
1/27/2026 |
36
|
$100 M
|
| CROWN ADVISORS MANAGEMENT, INC. |
2025 Q4
|
1/27/2026 |
37
|
$150 M
|
| Eliot Finkel Investment Counsel, LLC |
2025 Q4
|
1/27/2026 |
33
|
$160 M
|
| Rosenthal | Henry Capital Advisors, Inc. |
2025 Q4
|
1/27/2026 |
40
|
$110 M
|
| Hudson Value Partners, LLC |
2025 Q4
|
1/27/2026 |
111
|
$340 M
|
| Leelyn Smith, LLC |
2025 Q4
|
1/27/2026 |
150
|
$690 M
|
| City State Bank |
2025 Q4
|
1/27/2026 |
767
|
$370 M
|
| Planned Solutions, Inc. |
2025 Q4
|
1/27/2026 |
139
|
$310 M
|
| Salomon & Ludwin, LLC |
2025 Q4
|
1/27/2026 |
2,142
|
$1.1 B
|
| Summit Rock Advisors, LP |
2025 Q4
|
1/27/2026 |
1
|
$230 k
|
| Purus Wealth Management, LLC |
2025 Q4
|
1/27/2026 |
150
|
$320 M
|
| Acuitas Investments, LLC |
2025 Q4
|
1/27/2026 |
1
|
$500 k
|
| OV Management LLC |
2025 Q4
|
1/27/2026 |
55
|
$120 M
|
| Sharper & Granite LLC |
2025 Q4
|
1/27/2026 |
107
|
$280 M
|
| Bolthouse Investments, LLC |
2025 Q4
|
1/27/2026 |
71
|
$110 M
|
| DSG Capital Advisors, LLC |
2025 Q4
|
1/27/2026 |
119
|
$660 M
|
| Round Rock Advisors LLC |
2025 Q4
|
1/27/2026 |
324
|
$670 M
|
| Keystone Financial Services, LLC |
2025 Q4
|
1/27/2026 |
54
|
$150 M
|