| CAPITAL CITY TRUST CO/FL |
2025 Q2
|
7/22/2025 |
194
|
$390 M
|
| SUTTON PLACE INVESTORS LLC |
2025 Q2
|
7/22/2025 |
118
|
$170 M
|
| Realta Investment Advisors |
2025 Q2
|
7/22/2025 |
302
|
$250 M
|
| Safir Wealth Advisors, LLC |
2025 Q2
|
7/22/2025 |
13
|
$140 M
|
| Wealthcare Capital Partners, LLC |
2025 Q2
|
7/22/2025 |
143
|
$200 M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/22/2025 |
78
|
$950 M
|
| Wealthcare Advisory Partners LLC |
2025 Q2
|
7/22/2025 |
969
|
$4.4 B
|
| Tandem Investment Partners LLC |
2025 Q2
|
7/22/2025 |
69
|
$110 M
|
| MGO Private Wealth, LLC |
2025 Q2
|
7/22/2025 |
61
|
$160 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q2
|
7/22/2025 |
92
|
$110 M
|
| HILL ISLAND FINANCIAL LLC |
2025 Q2
|
7/22/2025 |
76
|
$360 M
|
| Ergawealth Advisors, Inc. |
2025 Q2
|
7/22/2025 |
73
|
$220 M
|
| Miracle Mile Advisors, LLC |
2025 Q2
|
7/22/2025 |
721
|
$6.0 B
|
| FFG RETIREMENT ADVISORS LLC |
2025 Q2
|
7/22/2025 |
45
|
$160 M
|
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York |
2025 Q2
|
7/22/2025 |
2
|
$150 M
|
| Red Mountain Financial, LLC |
2025 Q2 - RESTATEMENT
|
7/22/2025 |
71
|
$90 M
|
| Steele Capital Management, Inc. |
2025 Q2
|
7/22/2025 |
80
|
$2.1 B
|
| SOL Capital Management CO |
2025 Q2
|
7/22/2025 |
304
|
$1.0 B
|
| Ellenbecker Investment Group |
2025 Q2
|
7/22/2025 |
119
|
$620 M
|
| Siligmueller & Norvid Wealth Advisors LLC |
2025 Q2
|
7/22/2025 |
95
|
$260 M
|
| Kessler Investment Group, LLC |
2025 Q2
|
7/22/2025 |
213
|
$240 M
|
| Red Door Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
275
|
$840 M
|
| Olstein Capital Management, L.P. |
2025 Q2
|
7/22/2025 |
101
|
$530 M
|
| Visionary Horizons, LLC |
2025 Q2
|
7/22/2025 |
97
|
$160 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/22/2025 |
197
|
$700 M
|
| DBK Financial Counsel, LLC |
2025 Q2
|
7/22/2025 |
53
|
$110 M
|
| Sage Investment Counsel LLC |
2025 Q2
|
7/22/2025 |
122
|
$86 M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/22/2025 |
6
|
$33 M
|
| DT Investment Partners, LLC |
2025 Q2
|
7/22/2025 |
575
|
$1.1 B
|
| Legacy CG, LLC |
2025 Q2
|
7/22/2025 |
51
|
$340 M
|
| UNIQUE WEALTH, LLC |
2025 Q2
|
7/22/2025 |
174
|
$620 M
|
| GSA CAPITAL PARTNERS LLP |
2025 Q2
|
7/22/2025 |
1,695
|
$1.4 B
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2025 Q2
|
7/22/2025 |
67
|
$210 M
|
| FFG Partners, LLC |
2025 Q2
|
7/22/2025 |
33
|
$300 M
|
| One Wealth Management Investment & Advisory Services, LLC |
2025 Q2
|
7/22/2025 |
48
|
$78 M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q2
|
7/22/2025 |
94
|
$120 M
|
| Powell Investment Advisors, LLC |
2025 Q2
|
7/22/2025 |
167
|
$270 M
|
| HICKORY ASSET MANAGEMENT, INC. |
2025 Q2
|
7/22/2025 |
91
|
$120 M
|
| PRENTISS SMITH & CO INC |
2025 Q2
|
7/22/2025 |
66
|
$170 M
|
| SL ADVISORS, LLC |
2025 Q2
|
7/22/2025 |
31
|
$56 M
|
| GENWORTH FINANCIAL INC |
2025 Q2
|
7/22/2025 |
2
|
$410 M
|
| LGT Group Foundation |
2025 Q2
|
7/22/2025 |
1,042
|
$8.0 B
|
| HFM Investment Advisors, LLC |
2025 Q2
|
7/22/2025 |
1,287
|
$230 M
|
| LGT Fund Management Co Ltd. |
2025 Q2
|
7/22/2025 |
234
|
$1.1 B
|
| 4Thought Financial Group Inc. |
2025 Q2
|
7/22/2025 |
90
|
$190 M
|
| Apexium Financial, LP |
2025 Q2
|
7/22/2025 |
278
|
$1.9 B
|
| PEOPLES BANK /OH |
2025 Q2
|
7/22/2025 |
142
|
$160 M
|
| Sava Infond d.o.o. |
2025 Q2
|
7/22/2025 |
216
|
$640 M
|
| Capricorn Fund Managers Ltd |
2025 Q2
|
7/22/2025 |
55
|
$210 M
|
| Yoder Wealth Management, Inc. |
2025 Q2
|
7/22/2025 |
112
|
$190 M
|
| BANK HAPOALIM BM |
2025 Q2
|
7/22/2025 |
129
|
$730 M
|
| AMF Tjanstepension AB |
2025 Q2
|
7/22/2025 |
170
|
$15 B
|
| Team Financial Group, LLC |
2025 Q2
|
7/21/2025 |
251
|
$200 M
|
| JGP Global Gestao de Recursos Ltda. |
2025 Q2
|
7/21/2025 |
45
|
$200 M
|
| Silver Lake Advisory, LLC |
2025 Q2
|
7/21/2025 |
104
|
$230 M
|
| ROMANO BROTHERS AND COMPANY |
2025 Q2
|
7/21/2025 |
308
|
$810 M
|
| My Personal CFO, LLC |
2025 Q2
|
7/21/2025 |
92
|
$220 M
|
| James Reed Financial Services, Inc. |
2025 Q2
|
7/21/2025 |
18
|
$110 M
|
| Northcape Capital Pty Ltd |
2025 Q2
|
7/21/2025 |
8
|
$790 M
|
| Warwick Investment Management, Inc. |
2025 Q2
|
7/21/2025 |
122
|
$520 M
|
| Glassy Mountain Advisors, Inc. |
2025 Q2
|
7/21/2025 |
61
|
$310 M
|
| Elser Financial Planning, Inc |
2025 Q2 - RESTATEMENT
|
7/21/2025 |
68
|
$80 M
|
| WJ Interests, LLC |
2025 Q2
|
7/21/2025 |
23
|
$230 M
|
| Wynn Capital, LLC |
2025 Q2
|
7/21/2025 |
110
|
$190 M
|
| Kingstone Capital Partners Texas, LLC |
2025 Q2 - RESTATEMENT
|
7/21/2025 |
55
|
$150 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2025 Q2
|
7/21/2025 |
17
|
$12 M
|
| Net Worth Advisory Group |
2025 Q2
|
7/21/2025 |
426
|
$450 M
|
| GF FUND MANAGEMENT CO. LTD. |
2025 Q2
|
7/21/2025 |
660
|
$5.0 B
|
| McElhenny Sheffield Capital Management, LLC |
2025 Q2
|
7/21/2025 |
167
|
$90 M
|
| Davidson Kahn Capital Management, LLC |
2025 Q2
|
7/21/2025 |
58
|
$160 M
|
| UniSuper Management Pty Ltd |
2025 Q2
|
7/22/2025 |
685
|
$15 B
|
| Wells Trecaso Financial Group, LLC |
2025 Q2
|
7/21/2025 |
111
|
$320 M
|
| Signature Wealth Management Partners, LLC |
2025 Q2
|
7/21/2025 |
110
|
$170 M
|
| Windward Private Wealth Management Inc. |
2025 Q2
|
7/21/2025 |
42
|
$280 M
|
| Ampfield Management, L.P. |
2025 Q2
|
7/21/2025 |
5
|
$130 M
|
| Elevate Capital Advisors, LLC |
2025 Q2
|
7/21/2025 |
67
|
$130 M
|
| Journey Beyond Wealth, LLC |
2025 Q2
|
7/21/2025 |
28
|
$120 M
|
| Vested Financial Planning, LLC |
2025 Q2
|
7/21/2025 |
28
|
$110 M
|
| Stanich Group LLC |
2025 Q2
|
7/21/2025 |
39
|
$110 M
|
| Donor Advised Charitable Giving, Inc. |
2025 Q2
|
7/21/2025 |
38
|
$4.9 B
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2025 Q2
|
7/21/2025 |
57
|
$100 M
|
| Penobscot Investment Management Company, Inc. |
2025 Q2
|
7/21/2025 |
310
|
$1.2 B
|
| OAK HILL WEALTH ADVISORS, LLC |
2025 Q2
|
7/21/2025 |
145
|
$480 M
|
| McNaughton Wealth Management, LLC |
2025 Q2
|
7/21/2025 |
73
|
$220 M
|
| WILLNER & HELLER, LLC |
2025 Q2
|
7/21/2025 |
152
|
$120 M
|
| Diligent Investors, LLC |
2025 Q2
|
7/21/2025 |
335
|
$420 M
|
| Checchi Capital Advisers, LLC |
2025 Q2
|
7/21/2025 |
578
|
$1.8 B
|
| Accel Wealth Management |
2025 Q2
|
7/21/2025 |
269
|
$300 M
|
| Financial Insights, Inc. |
2025 Q2
|
7/21/2025 |
127
|
$270 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/21/2025 |
116
|
$140 M
|
| Clarius Group, LLC |
2025 Q2
|
7/21/2025 |
480
|
$1.7 B
|
| Talbot Financial, LLC |
2025 Q2
|
7/21/2025 |
64
|
$1.1 B
|
| Rockingstone Advisors LLC |
2025 Q2
|
7/21/2025 |
105
|
$190 M
|
| White & Co Financial Planning Inc |
2025 Q2
|
7/21/2025 |
19
|
$130 M
|
| Ervin Investment Management, LLC |
2025 Q2
|
7/21/2025 |
40
|
$160 M
|
| Echo Wealth Management, LLC |
2025 Q2
|
7/21/2025 |
46
|
$160 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q2
|
7/21/2025 |
202
|
$6.0 B
|
| DMKC Advisory Services, LLC |
2025 Q2
|
7/21/2025 |
78
|
$190 M
|
| Trust Co of Kansas |
2025 Q2
|
7/21/2025 |
57
|
$210 M
|
| Riverview Trust Co |
2025 Q2
|
7/21/2025 |
247
|
$80 M
|