| CVA Family Office, LLC |
2025 Q1
|
4/16/2025 |
1,387
|
$650 M
|
| Powers Advisory Group, LLC |
2025 Q1
|
4/16/2025 |
107
|
$210 M
|
| Sound Stewardship, LLC |
2025 Q1
|
4/16/2025 |
60
|
$180 M
|
| Everhart Financial Group, Inc. |
2025 Q1
|
4/16/2025 |
328
|
$730 M
|
| Marshall Financial Group, LLC |
2025 Q1
|
4/16/2025 |
232
|
$460 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/16/2025 |
164
|
$890 M
|
| PUFF WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025 |
100
|
$110 M
|
| HILLTOP WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025 |
51
|
$180 M
|
| Randolph Co Inc |
2025 Q1
|
4/16/2025 |
45
|
$850 M
|
| BigSur Wealth Management LLC |
2025 Q1
|
4/16/2025 |
154
|
$370 M
|
| New England Research & Management, Inc. |
2025 Q1
|
4/16/2025 |
146
|
$200 M
|
| Metropolis Capital Ltd |
2025 Q1
|
4/16/2025 |
15
|
$2.7 B
|
| CALDWELL SUTTER CAPITAL, INC. |
2025 Q1
|
4/16/2025 |
889
|
$210 M
|
| Pullen Investment Management, LLC |
2025 Q1
|
4/16/2025 |
104
|
$160 M
|
| Steele Capital Management, Inc. |
2025 Q1
|
4/16/2025 |
79
|
$1.9 B
|
| Ipswich Investment Management Co., Inc. |
2025 Q1
|
4/16/2025 |
186
|
$400 M
|
| Byrne Asset Management LLC |
2025 Q1
|
4/16/2025 |
560
|
$140 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q1
|
4/16/2025 |
105
|
$1.2 B
|
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2025 Q1
|
4/16/2025 |
38
|
$170 M
|
| Capstone Wealth Management, LLC |
2025 Q1
|
4/16/2025 |
49
|
$100 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2025 Q1
|
4/16/2025 |
1,747
|
$3.1 B
|
| Goldstone Financial Group, LLC |
2025 Q1
|
4/16/2025 |
202
|
$660 M
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q1
|
4/16/2025 |
2,974
|
$52 B
|
| HMV Wealth Advisors, LLC |
2025 Q1
|
4/16/2025 |
80
|
$130 M
|
| NorthCrest Asset Manangement, LLC |
2025 Q1
|
4/16/2025 |
592
|
$3.3 B
|
| Hassell Wealth Management, LLC |
2025 Q1
|
4/16/2025 |
25
|
$230 M
|
| Sky Investment Group LLC |
2025 Q1
|
4/16/2025 |
137
|
$540 M
|
| Aubrey Capital Management Ltd |
2025 Q1
|
4/16/2025 |
52
|
$250 M
|
| TOBAM |
2025 Q1
|
4/16/2025 |
251
|
$230 M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2025 Q1
|
4/16/2025 |
226
|
$1.3 B
|
| Paragon Capital Management Ltd |
2025 Q1
|
4/16/2025 |
197
|
$490 M
|
| Verity & Verity, LLC |
2025 Q1
|
4/16/2025 |
128
|
$1.1 B
|
| NORTHWESTERN UNIVERSITY |
2025 Q1
|
4/16/2025 |
5
|
$62 M
|
| DELTA CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/16/2025 |
102
|
$170 M
|
| ALBERT D MASON INC |
2025 Q1
|
4/16/2025 |
144
|
$150 M
|
| Quintet Private Bank (Europe) S.A. |
2025 Q1
|
4/16/2025 |
205
|
$1.7 B
|
| GEN Financial Management, INC. |
2025 Q1
|
4/16/2025 |
51
|
$150 M
|
| RMR Wealth Builders |
2025 Q1
|
4/16/2025 |
259
|
$950 M
|
| LILLY ENDOWMENT INC |
2025 Q1
|
4/16/2025 |
1
|
$79 B
|
| Accordant Advisory Group Inc |
2025 Q1 - RESTATEMENT
|
4/16/2025 |
148
|
$100 M
|
| Inflection Point Investments LLP |
2025 Q1
|
4/16/2025 |
9
|
$46 M
|
| RFG Holdings, Inc. |
2025 Q1
|
4/16/2025 |
59
|
$310 M
|
| Birch Capital Management, LLC |
2025 Q1
|
4/16/2025 |
82
|
$190 M
|
| Willis Investment Counsel |
2025 Q1
|
4/16/2025 |
117
|
$1.5 B
|
| Legacy Trust |
2025 Q1
|
4/16/2025 |
159
|
$410 M
|
| Baker Chad R |
2025 Q1
|
4/16/2025 |
50
|
$490 M
|
| Gutierrez Wealth Advisory, LLC |
2024 Q4 - RESTATEMENT
|
4/16/2025 |
80
|
$120 M
|
| ROCKLAND TRUST CO |
2025 Q1
|
4/16/2025 |
472
|
$2.0 B
|
| Thomasville National Bank |
2025 Q1
|
4/16/2025 |
299
|
$1.4 B
|
| Parkside Investments, LLC |
2025 Q1
|
4/16/2025 |
91
|
$680 M
|
| Liberty Capital Management, Inc. |
2025 Q1
|
4/16/2025 |
161
|
$450 M
|
| GraniteShares Advisors LLC |
2025 Q1
|
4/16/2025 |
90
|
$160 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/16/2025 |
76
|
$470 M
|
| BTS Asset Management, Inc. |
2025 Q1
|
4/16/2025 |
35
|
$89 M
|
| Polianta Ltd |
2025 Q1
|
4/16/2025 |
73
|
$210 M
|
| Ballew Advisors, Inc |
2025 Q1
|
4/16/2025 |
108
|
$150 M
|
| May Barnhard Investments LLC |
2025 Q1
|
4/16/2025 |
92
|
$200 M
|
| Union Bancaire Privee, UBP SA |
2025 Q1
|
4/16/2025 |
510
|
$5.2 B
|
| David Wealth Management LLC |
2025 Q1
|
4/16/2025 |
49
|
$120 M
|
| Compagnie Lombard Odier SCmA |
2025 Q1
|
4/16/2025 |
697
|
$8.2 B
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
2025 Q1
|
4/16/2025 |
40
|
$700 M
|
| Naria Inc. |
2025 Q1
|
4/16/2025 |
1
|
$390 M
|
| Pershing Square Capital Management, L.P. |
2024 Q4 - NEW HOLDINGS
|
4/16/2025 |
1
|
$47 M
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2025 Q1
|
4/16/2025 |
435
|
$16 B
|
| Bellecapital International Ltd. |
2025 Q1
|
4/16/2025 |
137
|
$510 M
|
| Asset Value Investors Ltd |
2025 Q1
|
4/16/2025 |
4
|
$170 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2025 Q1
|
4/15/2025 |
93
|
$230 M
|
| Western Wealth Management, LLC |
2024 Q4 - NEW HOLDINGS
|
4/15/2025 |
661
|
$1.5 B
|
| Allen Mooney & Barnes Investment Advisors LLC |
2025 Q1
|
4/15/2025 |
154
|
$610 M
|
| McElhenny Sheffield Capital Management, LLC |
2025 Q1
|
4/15/2025 |
99
|
$270 M
|
| Bradyco, Inc. |
2025 Q1
|
4/15/2025 |
49
|
$130 M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2025 Q1
|
4/15/2025 |
105
|
$1.6 B
|
| Farrell Financial LLC |
2025 Q1
|
4/15/2025 |
64
|
$140 M
|
| Defined Financial Planning LLC |
2025 Q1
|
4/15/2025 |
77
|
$99 M
|
| Neumann Capital Management, LLC |
2025 Q1
|
4/15/2025 |
99
|
$290 M
|
| Fortitude Family Office, LLC |
2025 Q1
|
4/15/2025 |
1,147
|
$280 M
|
| Silchester International Investors LLP |
2025 Q1
|
4/15/2025 |
4
|
$560 M
|
| West Oak Capital, LLC |
2025 Q1
|
4/15/2025 |
320
|
$2.6 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/15/2025 |
358
|
$5.2 B
|
| Accordant Advisory Group Inc |
2025 Q1
|
4/15/2025 |
148
|
$100 M
|
| SummerHaven Investment Management, LLC |
2025 Q1
|
4/15/2025 |
195
|
$140 M
|
| Sterling Financial Group, Inc. |
2025 Q1
|
4/15/2025 |
63
|
$280 M
|
| FMB WEALTH MANAGEMENT |
2025 Q1
|
4/15/2025 |
103
|
$180 M
|
| Kelly Financial Services LLC |
2025 Q1
|
4/15/2025 |
113
|
$290 M
|
| YARGER WEALTH STRATEGIES, LLC |
2025 Q1
|
4/15/2025 |
97
|
$170 M
|
| Davis Investment Partners, LLC |
2025 Q1
|
4/15/2025 |
143
|
$230 M
|
| Net Worth Advisory Group |
2025 Q1
|
4/15/2025 |
367
|
$320 M
|
| ForthRight Wealth Management, LLC |
2025 Q1
|
4/15/2025 |
65
|
$300 M
|
| MEMBERS WEALTH LLC |
2025 Q1
|
4/15/2025 |
102
|
$130 M
|
| SAPIENT CAPITAL LLC |
2025 Q1
|
4/15/2025 |
364
|
$5.1 B
|
| apricus wealth, LLC |
2025 Q1
|
4/15/2025 |
117
|
$170 M
|
| Total Wealth Planning, LLC |
2025 Q1
|
4/15/2025 |
91
|
$650 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2025 Q1
|
4/15/2025 |
65
|
$740 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2025 Q1
|
4/15/2025 |
234
|
$740 M
|
| BALANCED WEALTH GROUP LLC |
2025 Q1
|
4/15/2025 |
65
|
$210 M
|
| Braun-Bostich & Associates Inc. |
2025 Q1
|
4/15/2025 |
111
|
$140 M
|
| Erickson Financial Group, LLC |
2025 Q1
|
4/15/2025 |
26
|
$130 M
|
| DEFINE FINANCIAL, LLC |
2025 Q1
|
4/15/2025 |
33
|
$130 M
|
| DAILY JOURNAL CORP |
2025 Q1
|
4/15/2025 |
4
|
$220 M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/15/2025 |
54
|
$140 M
|