Aquire Wealth Advisors, LLC |
2023 Q4
|
1/11/2024 |
40
|
$260 M
|
Brookstone Capital Management |
2023 Q4
|
1/11/2024 |
865
|
$5.1 B
|
Cascade Investment Advisors, Inc. |
2023 Q4
|
1/11/2024 |
109
|
$140 M
|
HALL LAURIE J TRUSTEE |
2023 Q4
|
1/11/2024 |
472
|
$260 M
|
Hudson Capital Management LLC |
2023 Q4
|
1/11/2024 |
64
|
$280 M
|
Horrell Capital Management, Inc. |
2023 Q4
|
1/11/2024 |
220
|
$330 M
|
MARSHALL & SULLIVAN INC /WA/ |
2023 Q4
|
1/11/2024 |
39
|
$190 M
|
P/E Global LLC |
2023 Q4
|
1/11/2024 |
1
|
$670 M
|
First Citizens Financial Corp |
2023 Q4
|
1/11/2024 |
113
|
$160 M
|
Praetorian Wealth Management, Inc. |
2023 Q4
|
1/11/2024 |
58
|
$350 M
|
Ausdal Financial Partners, Inc. |
2023 Q4
|
1/11/2024 |
457
|
$810 M
|
ROCKLAND TRUST CO |
2023 Q4
|
1/11/2024 |
522
|
$1.8 B
|
COMMUNITY TRUST & INVESTMENT CO |
2023 Q4
|
1/11/2024 |
172
|
$1.3 B
|
BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2023 Q4
|
1/11/2024 |
68
|
$440 M
|
FORVIS Wealth Advisors, LLC |
2023 Q4
|
1/11/2024 |
384
|
$3.6 B
|
Grey Street Capital, LLC |
2023 Q4
|
1/11/2024 |
138
|
$210 M
|
Vest Financial, LLC |
2023 Q4
|
1/11/2024 |
270
|
$2.7 B
|
BANTA ASSET MANAGEMENT LP |
2023 Q4
|
1/11/2024 |
17
|
$84 M
|
Shulman DeMeo Asset Management LLC |
2023 Q4
|
1/11/2024 |
135
|
$350 M
|
PACIFIC SUN FINANCIAL CORP |
2023 Q3
|
1/11/2024 |
169
|
$140 M
|
Affinity Capital Advisors, LLC |
2023 Q4
|
1/11/2024 |
135
|
$410 M
|
CHAPIN DAVIS, INC. |
2023 Q4
|
1/11/2024 |
216
|
$240 M
|
Eldred Rock Partners, LLC |
2023 Q4
|
1/11/2024 |
25
|
$160 M
|
Chesley Taft & Associates LLC |
2023 Q4
|
1/11/2024 |
301
|
$1.8 B
|
West Coast Financial LLC |
2023 Q4
|
1/11/2024 |
158
|
$760 M
|
Ullmann Wealth Partners Group, LLC |
2023 Q4
|
1/11/2024 |
104
|
$610 M
|
FOCUS Wealth Advisors, LLC |
2023 Q4
|
1/11/2024 |
56
|
$160 M
|
Bouvel Investment Partners, LLC |
2023 Q4
|
1/11/2024 |
77
|
$210 M
|
Edge Wealth Management LLC |
2023 Q4
|
1/11/2024 |
79
|
$460 M
|
JEPPSON WEALTH MANAGEMENT, LLC |
2023 Q4
|
1/11/2024 |
203
|
$240 M
|
RESOURCE CONSULTING GROUP INC |
2023 Q4
|
1/11/2024 |
69
|
$580 M
|
Intergy Private Wealth, LLC |
2023 Q4
|
1/11/2024 |
73
|
$230 M
|
EPIQ PARTNERS, LLC |
2023 Q4
|
1/11/2024 |
69
|
$140 M
|
626 Financial, LLC |
2023 Q4
|
1/11/2024 |
105
|
$150 M
|
Willis Investment Counsel |
2023 Q4
|
1/11/2024 |
113
|
$1.4 B
|
West Financial Advisors, LLC |
2023 Q4
|
1/11/2024 |
157
|
$440 M
|
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2023 Q4
|
1/11/2024 |
363
|
$4.5 B
|
Single Point Partners, LLC |
2023 Q4
|
1/11/2024 |
77
|
$400 M
|
MOODY NATIONAL BANK TRUST DIVISION |
2023 Q4
|
1/11/2024 |
753
|
$1.3 B
|
OneAscent Wealth Management LLC |
2023 Q4
|
1/11/2024 |
173
|
$250 M
|
WHITTIER TRUST CO OF NEVADA INC |
2023 Q4
|
1/11/2024 |
1,529
|
$3.1 B
|
OneAscent Financial Services LLC |
2023 Q4
|
1/11/2024 |
365
|
$810 M
|
WHITTIER TRUST CO |
2023 Q4
|
1/11/2024 |
1,888
|
$6.2 B
|
Arkfeld Wealth Strategies, L.L.C. |
2023 Q4
|
1/11/2024 |
77
|
$150 M
|
AVITY INVESTMENT MANAGEMENT INC. |
2023 Q4
|
1/11/2024 |
109
|
$1.1 B
|
Grandview Asset Management LLC |
2023 Q4
|
1/11/2024 |
109
|
$190 M
|
Talbot Financial, LLC |
2023 Q4
|
1/11/2024 |
56
|
$660 M
|
Ridgewood Investments LLC |
2023 Q4
|
1/11/2024 |
194
|
$170 M
|
R.H. Dinel Investment Counsel, Inc. |
2023 Q4
|
1/11/2024 |
55
|
$150 M
|
Advisory Resource Group |
2023 Q4
|
1/11/2024 |
150
|
$400 M
|
Gulf International Bank (UK) Ltd |
2023 Q4
|
1/11/2024 |
664
|
$3.6 B
|
Timber Creek Capital Management LLC |
2023 Q4
|
1/11/2024 |
126
|
$290 M
|
Exchange Bank |
2023 Q4
|
1/11/2024 |
178
|
$120 M
|
Ervin Investment Management, LLC |
2023 Q4
|
1/11/2024 |
35
|
$130 M
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2023 Q4
|
1/11/2024 |
66
|
$260 M
|
BluePath Capital Management, LLC |
2023 Q4
|
1/11/2024 |
141
|
$120 M
|
AEGON ASSET MANAGEMENT UK Plc |
2023 Q4
|
1/11/2024 |
145
|
$6.3 B
|
Crestmont Private Wealth LLC |
2023 Q4
|
1/11/2024 |
50
|
$200 M
|
BKM Wealth Management, LLC |
2023 Q4 - RESTATEMENT
|
1/11/2024 |
601
|
$230 M
|
NORTHWESTERN UNIVERSITY |
2023 Q4
|
1/11/2024 |
6
|
$110 k
|
TrueMark Investments, LLC |
2023 Q4
|
1/11/2024 |
99
|
$100 M
|
Radnor Capital Management, LLC |
2023 Q4
|
1/11/2024 |
316
|
$540 M
|
UNIQUE WEALTH, LLC |
2023 Q4
|
1/11/2024 |
81
|
$310 M
|
BCS Wealth Management |
2023 Q4
|
1/11/2024 |
220
|
$270 M
|
NAPLES GLOBAL ADVISORS, LLC |
2023 Q4
|
1/11/2024 |
408
|
$910 M
|
Bremer Bank National Association |
2023 Q4
|
1/11/2024 |
324
|
$540 M
|
ShankerValleau Wealth Advisors, Inc. |
2023 Q4
|
1/11/2024 |
23
|
$200 M
|
Whitford Management LLC |
2022 Q4 - NEW HOLDINGS
|
1/11/2024 |
25
|
$82 M
|
GenWealth Group, Inc. |
2023 Q4
|
1/11/2024 |
70
|
$360 M
|
PENSIOENFONDS RAIL & OV |
2023 Q4
|
1/11/2024 |
36
|
$1.7 B
|
Ziegler Capital Management, LLC |
2023 Q4
|
1/11/2024 |
468
|
$2.2 B
|
Source Financial Advisors LLC |
2023 Q4
|
1/11/2024 |
167
|
$320 M
|
Thomasville National Bank |
2023 Q4
|
1/11/2024 |
311
|
$1.1 B
|
Handelsinvest Investeringsforvaltning |
2023 Q4
|
1/11/2024 |
319
|
$250 M
|
KWMG, LLC |
2023 Q4
|
1/11/2024 |
137
|
$850 M
|
Atwater Malick LLC |
2023 Q4
|
1/11/2024 |
70
|
$260 M
|
ORRSTOWN FINANCIAL SERVICES INC |
2023 Q4
|
1/11/2024 |
76
|
$130 M
|
Pflug Koory, LLC |
2023 Q4
|
1/10/2024 |
406
|
$190 M
|
Melia Wealth LLC |
2023 Q4
|
1/10/2024 |
16
|
$190 M
|
ARMSTRONG HENRY H ASSOCIATES INC |
2023 Q4
|
1/10/2024 |
58
|
$940 M
|
Ausbil Investment Management Ltd |
2023 Q4
|
1/10/2024 |
52
|
$180 M
|
Bruce G. Allen Investments, LLC |
2023 Q4
|
1/10/2024 |
1,008
|
$110 M
|
Neumann Advisory Hong Kong Ltd |
2023 Q4
|
1/10/2024 |
14
|
$260 M
|
Prentice Wealth Management LLC |
2023 Q4
|
1/10/2024 |
102
|
$260 M
|
McElhenny Sheffield Capital Management, LLC |
2023 Q4
|
1/10/2024 |
92
|
$250 M
|
Cypress Wealth Services, LLC |
2023 Q4
|
1/10/2024 |
244
|
$400 M
|
Crescent Sterling, Ltd. |
2023 Q4
|
1/10/2024 |
76
|
$100 M
|
Range Financial Group LLC |
2023 Q4
|
1/10/2024 |
160
|
$170 M
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2023 Q4
|
1/10/2024 |
65
|
$98 M
|
Strategic Investment Advisors / MI |
2023 Q4
|
1/10/2024 |
233
|
$690 M
|
MOULTON WEALTH MANAGEMENT, INC |
2023 Q4
|
1/10/2024 |
20
|
$78 M
|
Winthrop Advisory Group LLC |
2023 Q4
|
1/10/2024 |
140
|
$640 M
|
SANDER CAPITAL ADVISORS INC |
2023 Q4
|
1/10/2024 |
15
|
$200 M
|
City State Bank |
2023 Q4
|
1/10/2024 |
680
|
$200 M
|
M. Kraus & Co |
2023 Q4
|
1/10/2024 |
79
|
$310 M
|
Fulcrum Capital LLC |
2023 Q4
|
1/10/2024 |
119
|
$390 M
|
Meritas Wealth Management, LLC |
2023 Q4
|
1/10/2024 |
50
|
$130 M
|
MOLLER FINANCIAL SERVICES |
2023 Q4
|
1/10/2024 |
50
|
$350 M
|
North Star Investment Management Corp. |
2023 Q4
|
1/10/2024 |
1,194
|
$1.3 B
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
2023 Q4
|
1/10/2024 |
1,610
|
$980 M
|