| FIRST COMMUNITY TRUST NA |
2024 Q3
|
10/2/2024 |
312
|
$120 M
|
| Stonehearth Capital Management, LLC |
2024 Q3
|
10/2/2024 |
77
|
$250 M
|
| Mid-American Wealth Advisory Group, Inc. |
2024 Q3
|
10/2/2024 |
44
|
$160 M
|
| Efficient Frontier Advisors LLC |
2024 Q3
|
10/2/2024 |
18
|
$150 k
|
| TRUST CO OF TOLEDO NA /OH/ |
2024 Q3
|
10/2/2024 |
330
|
$740 M
|
| Cannon Financial Strategists, Inc. |
2019 Q1
|
10/2/2024 |
43
|
$110 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2022 Q1 - RESTATEMENT
|
10/2/2024 |
69
|
$1.8 B
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2024 Q3
|
10/2/2024 |
52
|
$300 k
|
| Cannon Financial Strategists, Inc. |
2019 Q2
|
10/2/2024 |
43
|
$120 M
|
| Cannon Financial Strategists, Inc. |
2019 Q3
|
10/2/2024 |
48
|
$130 M
|
| Cannon Financial Strategists, Inc. |
2019 Q4
|
10/2/2024 |
50
|
$150 M
|
| Cannon Financial Strategists, Inc. |
2020 Q1
|
10/2/2024 |
47
|
$130 M
|
| Cannon Financial Strategists, Inc. |
2020 Q2
|
10/2/2024 |
53
|
$170 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2022 Q2 - RESTATEMENT
|
10/2/2024 |
68
|
$1.4 B
|
| McAlister, Sweet & Associates, Inc. |
2024 Q3
|
10/2/2024 |
29
|
$120 M
|
| DOLIVER ADVISORS, LP |
2024 Q3
|
10/2/2024 |
153
|
$360 M
|
| Cannon Financial Strategists, Inc. |
2020 Q3
|
10/2/2024 |
54
|
$180 M
|
| Cannon Financial Strategists, Inc. |
2020 Q4
|
10/2/2024 |
57
|
$210 M
|
| Cannon Financial Strategists, Inc. |
2021 Q1
|
10/2/2024 |
59
|
$230 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2022 Q3 - RESTATEMENT
|
10/2/2024 |
123
|
$1.4 B
|
| M&R CAPITAL MANAGEMENT INC |
2024 Q3
|
10/2/2024 |
581
|
$450 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2022 Q4 - RESTATEMENT
|
10/2/2024 |
127
|
$1.6 B
|
| Cannon Financial Strategists, Inc. |
2021 Q2
|
10/2/2024 |
61
|
$250 M
|
| Cannon Financial Strategists, Inc. |
2021 Q3
|
10/2/2024 |
64
|
$260 M
|
| Cannon Financial Strategists, Inc. |
2021 Q4
|
10/2/2024 |
62
|
$280 M
|
| Cannon Financial Strategists, Inc. |
2022 Q1
|
10/2/2024 |
65
|
$280 M
|
| Cannon Financial Strategists, Inc. |
2022 Q2
|
10/2/2024 |
71
|
$260 M
|
| Dentgroup LLC |
2024 Q3
|
10/2/2024 |
82
|
$130 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2023 Q1 - RESTATEMENT
|
10/2/2024 |
126
|
$1.9 B
|
| Cannon Financial Strategists, Inc. |
2022 Q3
|
10/2/2024 |
65
|
$250 M
|
| Cannon Financial Strategists, Inc. |
2023 Q3
|
10/2/2024 |
83
|
$390 M
|
| Cannon Financial Strategists, Inc. |
2022 Q4
|
10/2/2024 |
65
|
$270 M
|
| Cannon Financial Strategists, Inc. |
2023 Q1
|
10/2/2024 |
69
|
$300 M
|
| Cannon Financial Strategists, Inc. |
2023 Q2
|
10/2/2024 |
79
|
$360 M
|
| CACTI ASSET MANAGEMENT LLC |
2024 Q3
|
10/2/2024 |
77
|
$1.3 B
|
| Maple-Brown Abbott Ltd |
2024 Q3
|
10/1/2024 |
16
|
$1.0 B
|
| Villanova Investment Management Co LLC |
2024 Q2
|
10/1/2024 |
55
|
$94 M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q3
|
10/1/2024 |
23
|
$160 k
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2023 Q2 - RESTATEMENT
|
10/1/2024 |
134
|
$2.0 B
|
| IMPACTfolio, LLC |
2024 Q3
|
10/1/2024 |
53
|
$190 M
|
| PARK NATIONAL CORP /OH/ |
2024 Q3
|
10/1/2024 |
471
|
$2.9 B
|
| Bridge Advisory, LLC |
2024 Q3
|
10/1/2024 |
99
|
$210 M
|
| Cannon Financial Strategists, Inc. |
2023 Q4
|
10/1/2024 |
89
|
$470 M
|
| Cannon Financial Strategists, Inc. |
2024 Q1
|
10/1/2024 |
94
|
$510 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2021 Q3 - RESTATEMENT
|
10/1/2024 |
76
|
$1.7 B
|
| JACOBS & CO/CA |
2024 Q3
|
10/1/2024 |
126
|
$1.0 M
|
| APPLETON PARTNERS INC/MA |
2024 Q3
|
10/1/2024 |
255
|
$1.4 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2024 Q3
|
10/1/2024 |
61
|
$300 k
|
| Davis Capital Management |
2024 Q3
|
10/1/2024 |
335
|
$130 M
|
| Cladis Investment Advisory, LLC |
2021 Q4 - NEW HOLDINGS
|
10/1/2024 |
142
|
$110 M
|
| Buska Wealth Management, LLC |
2024 Q2
|
10/1/2024 |
58
|
$290 M
|
| BancFirst Trust & Investment Management |
2024 Q3
|
10/1/2024 |
72
|
$300 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2021 Q4 - RESTATEMENT
|
10/1/2024 |
72
|
$1.8 B
|
| Emprise Bank |
2024 Q3
|
10/1/2024 |
98
|
$170 M
|
| SCS Capital Management LLC |
2024 Q2
|
10/1/2024 |
67
|
$4.8 B
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2022 Q1 - RESTATEMENT
|
10/1/2024 |
69
|
$1.8 B
|
| Global Wealth Strategies & Associates |
2024 Q3
|
10/1/2024 |
373
|
$300 M
|
| NEVILLE RODIE & SHAW INC |
2024 Q3
|
10/1/2024 |
337
|
$1.4 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2022 Q2 - RESTATEMENT
|
10/1/2024 |
68
|
$1.4 B
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2024 Q3
|
10/1/2024 |
428
|
$1.1 B
|