| Insight Wealth Strategies, LLC |
2025 Q3
|
10/6/2025 |
171
|
$850 M
|
| Boltwood Capital Management |
2025 Q3
|
10/6/2025 |
178
|
$380 M
|
| Grove Bank & Trust |
2025 Q3
|
10/6/2025 |
953
|
$850 M
|
| Overbrook Management Corp |
2025 Q3
|
10/6/2025 |
45
|
$560 M
|
| New England Research & Management, Inc. |
2025 Q3
|
10/6/2025 |
146
|
$220 M
|
| CLARIS ADVISORS, LLC / MO / |
2025 Q3
|
10/6/2025 |
73
|
$290 M
|
| Baring Financial LLC |
2025 Q3
|
10/6/2025 |
66
|
$150 M
|
| Clarus Wealth Advisors |
2025 Q3
|
10/6/2025 |
86
|
$230 M
|
| Venture Visionary Partners LLC |
2025 Q3
|
10/6/2025 |
641
|
$2.9 B
|
| Caldwell Trust Co |
2019 Q4
|
10/6/2025 |
875
|
$650 M
|
| Red Spruce Capital, LLC |
2025 Q3
|
10/6/2025 |
92
|
$250 M
|
| Hickory Point Bank & Trust |
2025 Q3
|
10/6/2025 |
126
|
$130 M
|
| Greenfield Savings Bank |
2025 Q3
|
10/6/2025 |
149
|
$240 M
|
| Bank & Trust Co |
2025 Q3
|
10/6/2025 |
287
|
$140 M
|
| Nilsine Partners, LLC |
2025 Q3
|
10/6/2025 |
399
|
$1.1 B
|
| Strathmore Capital Advisors, Inc. |
2025 Q3
|
10/6/2025 |
108
|
$240 M
|
| Trust Co |
2025 Q3
|
10/6/2025 |
398
|
$980 M
|
| Cardinal Capital Management, Inc. |
2025 Q3
|
10/3/2025 |
77
|
$3.5 B
|
| KFA Private Wealth Group, LLC |
2025 Q3
|
10/3/2025 |
137
|
$350 M
|
| Horizons Wealth Management |
2025 Q3
|
10/3/2025 |
170
|
$150 M
|
| HCR Wealth Advisors |
2025 Q3
|
10/3/2025 |
244
|
$970 M
|
| LUMINUS MANAGEMENT LLC |
2025 Q3
|
10/3/2025 |
20
|
$110 M
|
| Iowa State Bank |
2025 Q3
|
10/3/2025 |
126
|
$530 M
|
| Jackson Wealth Management, LLC |
2025 Q3
|
10/3/2025 |
168
|
$1.0 B
|
| Dominguez Wealth Management Solutions, Inc. |
2025 Q3
|
10/3/2025 |
64
|
$160 M
|
| Summit Financial Wealth Advisors, LLC |
2025 Q3
|
10/3/2025 |
180
|
$650 M
|
| Morangie Management LLC |
2025 Q3
|
10/3/2025 |
32
|
$120 M
|
| Aaron Wealth Advisors LLC |
2025 Q3
|
10/3/2025 |
629
|
$1.7 B
|
| First Citizens Financial Corp |
2025 Q3
|
10/3/2025 |
138
|
$200 M
|
| Ransom Advisory, Ltd |
2025 Q3
|
10/3/2025 |
301
|
$220 M
|
| St. Clair Advisors, LLC |
2025 Q3
|
10/3/2025 |
79
|
$380 M
|
| IMPACTfolio, LLC |
2025 Q3
|
10/3/2025 |
40
|
$230 M
|
| HFG Wealth Management, LLC |
2025 Q3
|
10/3/2025 |
57
|
$180 M
|
| West Oak Capital, LLC |
2025 Q3
|
10/3/2025 |
285
|
$2.5 M
|
| Dentgroup LLC |
2025 Q3
|
10/3/2025 |
94
|
$150 M
|
| Stephens Group, LLC |
2025 Q3
|
10/3/2025 |
3
|
$190 M
|
| Shorepoint Capital Partners LLC |
2025 Q3
|
10/2/2025 |
184
|
$500 M
|
| Breakwater Investment Management |
2025 Q3
|
10/2/2025 |
530
|
$270 M
|
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC |
2025 Q2 - NEW HOLDINGS
|
10/2/2025 |
14
|
$120 M
|
| Smallwood Wealth Investment Management, LLC |
2025 Q2
|
10/2/2025 |
568
|
$180 M
|
| Stairway Partners, LLC |
2025 Q3
|
10/2/2025 |
18
|
$1.9 B
|
| InvesTrust |
2025 Q3
|
10/2/2025 |
95
|
$270 M
|
| BOYUM WEALTH ARCHITECTS LLC |
2025 Q3
|
10/2/2025 |
56
|
$160 M
|
| Caldwell Trust Co |
2020 Q1
|
10/2/2025 |
876
|
$530 M
|
| Caldwell Trust Co |
2020 Q2
|
10/2/2025 |
840
|
$600 M
|
| Caldwell Trust Co |
2020 Q3
|
10/2/2025 |
798
|
$610 M
|
| Caldwell Trust Co |
2020 Q4
|
10/2/2025 |
792
|
$660 M
|
| Central Pacific Bank - Trust Division |
2025 Q3
|
10/2/2025 |
912
|
$830 M
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q3
|
10/2/2025 |
37
|
$160 M
|
| Helen Stephens Group, LLC |
2025 Q3
|
10/2/2025 |
107
|
$450 M
|
| GAMMA Investing LLC |
2025 Q3
|
10/2/2025 |
3,873
|
$1.8 B
|
| Bank of New Hampshire |
2025 Q3
|
10/2/2025 |
460
|
$430 M
|
| AHL INVESTMENT MANAGEMENT, INC. |
2025 Q3
|
10/2/2025 |
68
|
$150 M
|
| Trust Co of the South |
2025 Q3
|
10/2/2025 |
137
|
$600 M
|
| Investors Research Corp |
2025 Q3
|
10/2/2025 |
870
|
$540 M
|
| POTOMAC FUND MANAGEMENT INC /ADV |
2025 Q2 - RESTATEMENT
|
10/2/2025 |
97
|
$1.7 B
|
| POTOMAC FUND MANAGEMENT INC /ADV |
2025 Q1 - RESTATEMENT
|
10/2/2025 |
72
|
$230 M
|
| POTOMAC FUND MANAGEMENT INC /ADV |
2024 Q4 - RESTATEMENT
|
10/2/2025 |
97
|
$1.7 B
|
| Capital Asset Advisory Services LLC |
2025 Q3
|
10/2/2025 |
283
|
$2.3 B
|
| FIRST HAWAIIAN BANK |
2025 Q3
|
10/2/2025 |
155
|
$780 M
|
| Caldwell Trust Co |
2021 Q1
|
10/2/2025 |
786
|
$720 M
|
| Caldwell Trust Co |
2021 Q2
|
10/2/2025 |
810
|
$760 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q3
|
10/2/2025 |
63
|
$1.1 B
|
| Caldwell Trust Co |
2021 Q3
|
10/2/2025 |
806
|
$790 M
|
| Caldwell Trust Co |
2021 Q4
|
10/2/2025 |
820
|
$870 M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q3
|
10/2/2025 |
25
|
$150 M
|
| MIRABELLA FINANCIAL SERVICES LLP |
2025 Q1 - NEW HOLDINGS
|
10/2/2025 |
238
|
$2.5 B
|
| Global Wealth Strategies & Associates |
2025 Q3
|
10/2/2025 |
485
|
$390 M
|
| Hiley Hunt Wealth Management |
2025 Q3
|
10/2/2025 |
46
|
$210 M
|
| TT International Asset Management LTD |
2025 Q3
|
10/2/2025 |
37
|
$520 M
|
| Caldwell Trust Co |
2022 Q2
|
10/1/2025 |
816
|
$730 M
|
| Caldwell Trust Co |
2022 Q1
|
10/1/2025 |
823
|
$840 M
|
| Caldwell Trust Co |
2022 Q3
|
10/1/2025 |
794
|
$670 M
|
| Caldwell Trust Co |
2022 Q4
|
10/1/2025 |
798
|
$710 M
|
| PARK NATIONAL CORP /OH/ |
2025 Q3
|
10/1/2025 |
495
|
$3.2 B
|
| JACOBS & CO/CA |
2025 Q3
|
10/1/2025 |
124
|
$1.0 M
|
| Roxbury Financial LLC |
2025 Q3
|
10/1/2025 |
367
|
$110 M
|
| American National Bank of Texas |
2025 Q3
|
10/1/2025 |
67
|
$110 M
|
| FLP Wealth Management, LLC |
2025 Q2
|
10/1/2025 |
58
|
$36 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2025 Q3
|
10/1/2025 |
187
|
$510 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2025 Q3
|
10/1/2025 |
423
|
$1.2 B
|
| Caldwell Trust Co |
2023 Q1
|
10/1/2025 |
799
|
$720 M
|
| Caldwell Trust Co |
2023 Q2
|
10/1/2025 |
826
|
$770 M
|
| Caldwell Trust Co |
2023 Q3
|
10/1/2025 |
777
|
$730 M
|
| Caldwell Trust Co |
2023 Q4
|
10/1/2025 |
777
|
$790 M
|
| Vigilare Wealth Management |
2025 Q3
|
10/1/2025 |
120
|
$290 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q3
|
10/1/2025 |
76
|
$1.5 B
|
| Beacon Wealthcare LLC |
2025 Q3
|
10/1/2025 |
24
|
$280 M
|
| FARMERS TRUST CO |
2025 Q3
|
10/1/2025 |
195
|
$580 M
|
| NEVILLE RODIE & SHAW INC |
2025 Q3
|
10/1/2025 |
336
|
$1.4 M
|
| BancFirst Trust & Investment Management |
2025 Q3
|
10/1/2025 |
57
|
$260 M
|
| Thoma Capital Management LLC |
2025 Q2
|
10/1/2025 |
58
|
$160 M
|
| PRAXIS INVESTMENT MANAGEMENT INC |
2025 Q3
|
10/1/2025 |
800
|
$1.7 M
|
| Thoma Capital Management LLC |
2025 Q1
|
10/1/2025 |
59
|
$140 M
|
| Hobart Private Capital, LLC |
2025 Q3
|
10/1/2025 |
238
|
$480 M
|
| GP Brinson Investments LLC |
2025 Q3
|
10/1/2025 |
16
|
$250 M
|
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV |
2025 Q3
|
10/1/2025 |
1
|
$0
|
| Amanah Holdings Trust |
2025 Q3
|
10/1/2025 |
14
|
$500 M
|