| HALL LAURIE J TRUSTEE |
2025 Q2
|
7/15/2025 |
282
|
$300 M
|
| FORTE CAPITAL LLC /ADV |
2025 Q2
|
7/15/2025 |
239
|
$930 M
|
| Compagnie Lombard Odier SCmA |
2025 Q2
|
7/15/2025 |
618
|
$7.6 B
|
| LVZ, Inc. |
2025 Q2
|
7/15/2025 |
156
|
$830 M
|
| SJS Investment Consulting Inc. |
2025 Q2
|
7/15/2025 |
1,801
|
$630 M
|
| Hippocratic Financial Advisors, LLC |
2025 Q2
|
7/15/2025 |
24
|
$190 M
|
| MCF Advisors LLC |
2025 Q2
|
7/15/2025 |
925
|
$1.5 B
|
| Hyperion Asset Management Ltd |
2025 Q2
|
7/15/2025 |
18
|
$3.2 B
|
| QSM Asset Management Ltd |
2025 Q2
|
7/15/2025 |
17
|
$110 M
|
| Covea Finance |
2025 Q2
|
7/15/2025 |
119
|
$2.7 B
|
| Unified Investment Management |
2025 Q2
|
7/15/2025 |
125
|
$93 M
|
| Capstone Wealth Management Group LLC |
2025 Q2
|
7/15/2025 |
107
|
$140 M
|
| Hidden Cove Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
73
|
$140 M
|
| Oregon Pacific Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
140
|
$110 M
|
| Tepp RIA, LLC |
2025 Q2
|
7/15/2025 |
27
|
$77 M
|
| Eaton Financial Holdings Company, LLC |
2025 Q2
|
7/15/2025 |
116
|
$330 M
|
| Boyd Wealth Management, LLC |
2025 Q2
|
7/15/2025 |
52
|
$230 M
|
| Family Investment Center, Inc. |
2025 Q2
|
7/15/2025 |
92
|
$440 M
|
| Pictet North America Advisors SA |
2025 Q2
|
7/15/2025 |
144
|
$1.0 B
|
| PICTET BANK & TRUST Ltd |
2025 Q2
|
7/15/2025 |
35
|
$85 M
|
| RTD Financial Advisors, Inc. |
2025 Q2
|
7/15/2025 |
108
|
$780 M
|
| KELLY FINANCIAL GROUP LLC |
2025 Q2
|
7/15/2025 |
84
|
$350 M
|
| Oak Root LLC |
2025 Q2
|
7/15/2025 |
11
|
$810 M
|
| Fort Henry Capital, LLC |
2025 Q2
|
7/15/2025 |
16
|
$150 M
|
| Bay Capital Advisors, LLC |
2025 Q2
|
7/15/2025 |
112
|
$130 M
|
| Financial Partners Group, Inc |
2025 Q2
|
7/15/2025 |
201
|
$720 M
|
| Focused Wealth Management, Inc |
2025 Q2
|
7/15/2025 |
202
|
$830 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q2
|
7/15/2025 |
139
|
$270 M
|
| KWMG, LLC |
2025 Q2
|
7/15/2025 |
146
|
$1.1 B
|
| NIPPON LIFE INSURANCE CO |
2025 Q2
|
7/15/2025 |
4
|
$6.6 B
|
| SYQUANT CAPITAL SAS |
2025 Q2
|
7/15/2025 |
14
|
$260 k
|
| Porter White Investment Advisors, Inc. |
2024 Q1
|
7/15/2025 |
31
|
$190 M
|
| Porter White Investment Advisors, Inc. |
2023 Q4
|
7/15/2025 |
29
|
$160 M
|
| Porter White Investment Advisors, Inc. |
2023 Q3
|
7/15/2025 |
26
|
$130 M
|
| Porter White Investment Advisors, Inc. |
2023 Q2
|
7/15/2025 |
25
|
$130 M
|
| Porter White Investment Advisors, Inc. |
2023 Q1
|
7/15/2025 |
21
|
$120 M
|
| Elevated Capital Advisors, LLC |
2025 Q2
|
7/15/2025 |
252
|
$360 M
|
| Porter White Investment Advisors, Inc. |
2022 Q4
|
7/15/2025 |
20
|
$110 M
|
| Gunma Bank,Ltd. |
2025 Q2
|
7/14/2025 |
30
|
$310 M
|
| Hofer & Associates. Inc |
2025 Q2
|
7/14/2025 |
55
|
$160 M
|
| Fortitude Family Office, LLC |
2025 Q2
|
7/14/2025 |
2,026
|
$300 M
|
| FAMILY WEALTH PARTNERS, LLC |
2025 Q2
|
7/14/2025 |
62
|
$250 M
|
| Farrell Financial LLC |
2025 Q2
|
7/14/2025 |
65
|
$150 M
|
| Revisor Wealth Management LLC |
2025 Q2
|
7/14/2025 |
271
|
$280 M
|
| ACT Advisors, LLC. |
2025 Q2
|
7/14/2025 |
62
|
$220 M
|
| BANK OF STOCKTON |
2025 Q2
|
7/14/2025 |
153
|
$340 M
|
| Kure Advisory, LLC |
2025 Q2 - RESTATEMENT
|
7/14/2025 |
46
|
$150 M
|
| Cordant, Inc. |
2025 Q2
|
7/14/2025 |
68
|
$210 M
|
| BFSG, LLC |
2025 Q2
|
7/14/2025 |
672
|
$890 M
|
| GSB Wealth Management, LLC |
2025 Q2
|
7/14/2025 |
242
|
$410 M
|
| CGN Advisors LLC |
2025 Q2
|
7/14/2025 |
296
|
$1.1 B
|
| Martin Capital Advisors, LLP |
2025 Q2
|
7/14/2025 |
70
|
$150 M
|
| Christensen, King & Associates Investment Services, Inc. |
2025 Q2
|
7/14/2025 |
101
|
$220 M
|
| Wela Strategies, Inc. |
2025 Q2
|
7/14/2025 |
65
|
$250 M
|
| Alpha Omega Wealth Management LLC |
2025 Q2
|
7/14/2025 |
206
|
$560 M
|
| OPTIMA CAPITAL LLC |
2025 Q2
|
7/14/2025 |
254
|
$190 M
|
| CenturyLink Investment Management Co |
2025 Q2
|
7/14/2025 |
1
|
$100 M
|
| Cardinal Capital Management |
2025 Q2
|
7/14/2025 |
128
|
$680 M
|
| West Oak Capital, LLC |
2025 Q2
|
7/14/2025 |
316
|
$2.6 M
|
| Kanen Wealth Management LLC |
2025 Q2
|
7/14/2025 |
27
|
$260 M
|
| Physician Wealth Advisors, Inc. |
2025 Q2
|
7/14/2025 |
1,800
|
$640 M
|
| Matrix Trust Co |
2025 Q2
|
7/14/2025 |
255
|
$630 M
|
| Sellwood Investment Partners LLC |
2025 Q2
|
7/14/2025 |
49
|
$210 M
|
| Sowell Financial Services LLC |
2025 Q2
|
7/14/2025 |
1,040
|
$2.5 B
|
| HOEY INVESTMENTS, INC |
2025 Q2
|
7/14/2025 |
419
|
$680 M
|
| Abacus Planning Group, Inc. |
2025 Q2
|
7/14/2025 |
50
|
$300 M
|
| CHICAGO TRUST Co NA |
2025 Q2
|
7/14/2025 |
701
|
$710 M
|
| Occidental Asset Management, LLC |
2025 Q2
|
7/14/2025 |
268
|
$720 M
|
| E&G Advisors, LP |
2025 Q2
|
7/14/2025 |
210
|
$390 M
|
| Opal Wealth Advisors, LLC |
2025 Q2
|
7/14/2025 |
567
|
$360 M
|
| Avalon Advisory Group |
2025 Q2
|
7/14/2025 |
16
|
$230 M
|
| Venture Visionary Partners LLC |
2024 Q4 - RESTATEMENT
|
7/14/2025 |
545
|
$2.4 B
|
| Buttonwood Financial Group, LLC |
2025 Q2
|
7/14/2025 |
30
|
$200 M
|
| Counterpoint Mutual Funds LLC |
2025 Q2
|
7/14/2025 |
299
|
$1.1 B
|
| Wealth Advisory Solutions, LLC |
2025 Q2
|
7/14/2025 |
140
|
$390 M
|
| Steigerwald, Gordon & Koch Inc. |
2025 Q2
|
7/14/2025 |
124
|
$950 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/14/2025 |
154
|
$3.5 B
|
| Seek First Inc. |
2025 Q2 - RESTATEMENT
|
7/14/2025 |
55
|
$120 M
|
| Crew Capital Management, Ltd. |
2025 Q2
|
7/14/2025 |
113
|
$140 M
|
| FARMERS TRUST CO |
2025 Q2
|
7/14/2025 |
185
|
$540 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2025 Q1
|
7/14/2025 |
156
|
$3.3 B
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q2
|
7/14/2025 |
113
|
$500 M
|
| MFA WEALTH ADVISORS, LLC |
2025 Q2
|
7/14/2025 |
88
|
$430 M
|
| Argentarii, LLC |
2025 Q2
|
7/14/2025 |
154
|
$220 M
|
| GRIES FINANCIAL LLC |
2025 Q2
|
7/14/2025 |
295
|
$550 M
|
| Baring Financial LLC |
2025 Q2
|
7/14/2025 |
67
|
$130 M
|
| Golden State Equity Partners |
2025 Q2
|
7/14/2025 |
434
|
$540 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/14/2025 |
75
|
$290 M
|
| Brady Martz Wealth Solutions, LLC |
2025 Q2
|
7/14/2025 |
146
|
$520 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q2
|
7/14/2025 |
83
|
$150 M
|
| CRA Financial Services, LLC |
2025 Q2
|
7/14/2025 |
278
|
$650 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/14/2025 |
78
|
$590 M
|
| Oliver Luxxe Assets LLC |
2025 Q2
|
7/14/2025 |
182
|
$560 M
|
| CJM Wealth Advisers, Ltd. |
2025 Q2
|
7/14/2025 |
69
|
$300 M
|
| Arlington Partners LLC |
2025 Q2
|
7/14/2025 |
66
|
$270 M
|
| Chris Bulman Inc |
2025 Q2
|
7/14/2025 |
120
|
$180 M
|
| Conrad Siegel Investment Advisors, Inc. |
2025 Q2
|
7/14/2025 |
53
|
$450 M
|
| IronOak Wealth LLC. |
2025 Q2
|
7/14/2025 |
64
|
$100 M
|
| Financial Harvest, LLC |
2025 Q2
|
7/14/2025 |
55
|
$130 M
|
| Harrington Investments, INC |
2025 Q2
|
7/14/2025 |
83
|
$190 M
|