| American State Bank (Iowa) |
2025 Q2
|
4/14/2026 |
127
|
$180 M
|
| American State Bank (Iowa) |
2025 Q1
|
4/14/2026 |
125
|
$170 M
|
| American State Bank (Iowa) |
2024 Q4
|
4/14/2026 |
123
|
$170 M
|
| American State Bank (Iowa) |
2024 Q3
|
4/14/2026 |
128
|
$160 M
|
| Nova Wealth Management, Inc. |
2026 Q1 - NEW HOLDINGS
|
4/14/2026 |
545
|
$150 M
|
| American State Bank (Iowa) |
2024 Q2
|
4/14/2026 |
122
|
$160 M
|
| R.H. Investment Group, LLC |
2026 Q1
|
4/14/2026 |
45
|
$130 M
|
| American State Bank (Iowa) |
2024 Q1
|
4/14/2026 |
122
|
$150 M
|
| NBC SECURITIES, INC. |
2026 Q1
|
4/14/2026 |
2,548
|
$1.3 B
|
| XY Planning Network, Inc. |
2026 Q1
|
4/14/2026 |
273
|
$630 M
|
| American State Bank (Iowa) |
2023 Q4
|
4/14/2026 |
336
|
$160 M
|
| Plancorp, LLC |
2026 Q1
|
4/14/2026 |
378
|
$3.5 B
|
| American State Bank (Iowa) |
2023 Q3
|
4/14/2026 |
328
|
$140 M
|
| American State Bank (Iowa) |
2023 Q2
|
4/14/2026 |
329
|
$140 M
|
| LifeGoal Investments, LLC |
2026 Q1
|
4/14/2026 |
112
|
$170 M
|
| American State Bank (Iowa) |
2023 Q1
|
4/14/2026 |
330
|
$140 M
|
| Arnold Financial Planning LLC |
2026 Q1
|
4/14/2026 |
26
|
$110 M
|
| American State Bank (Iowa) |
2022 Q4
|
4/14/2026 |
321
|
$130 M
|
| Highlander Partners, L.P. |
2026 Q1
|
4/14/2026 |
47
|
$260 M
|
| American State Bank (Iowa) |
2022 Q3
|
4/14/2026 |
317
|
$120 M
|
| Gibson Wealth Advisors LLC |
2026 Q1
|
4/14/2026 |
37
|
$150 M
|
| NIPPON LIFE INSURANCE CO |
2026 Q1
|
4/14/2026 |
5
|
$5.1 B
|
| Xena Financial Planning, LLC |
2026 Q1
|
4/14/2026 |
33
|
$89 M
|
| Twin Cities Retirement Group LLC |
2026 Q1
|
4/14/2026 |
24
|
$110 M
|
| American State Bank (Iowa) |
2022 Q2
|
4/14/2026 |
305
|
$130 M
|
| Cohen Capital Management, Inc. |
2026 Q1
|
4/14/2026 |
154
|
$640 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2026 Q1
|
4/14/2026 |
96
|
$180 M
|
| William Mack & Associates, Inc. |
2026 Q1
|
4/14/2026 |
73
|
$170 M
|
| American State Bank (Iowa) |
2022 Q1
|
4/14/2026 |
299
|
$140 M
|
| FAMILY WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
105
|
$290 M
|
| American State Bank (Iowa) |
2021 Q4
|
4/14/2026 |
294
|
$140 M
|
| Focus Financial Network, Inc. |
2026 Q1
|
4/14/2026 |
729
|
$2.8 B
|
| ARVEST INVESTMENTS, INC. |
2026 Q1
|
4/14/2026 |
199
|
$730 M
|
| American State Bank (Iowa) |
2021 Q3
|
4/14/2026 |
294
|
$130 M
|
| VALICENTI ADVISORY SERVICES INC |
2026 Q1
|
4/14/2026 |
84
|
$460 M
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2026 Q1
|
4/14/2026 |
86
|
$1.7 B
|
| American State Bank (Iowa) |
2021 Q2
|
4/14/2026 |
292
|
$130 M
|
| American State Bank (Iowa) |
2021 Q1
|
4/14/2026 |
287
|
$120 M
|
| American State Bank (Iowa) |
2020 Q4
|
4/14/2026 |
274
|
$110 M
|
| OV Management LLC |
2026 Q1
|
4/14/2026 |
53
|
$49 M
|
| GoalFusion Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
30
|
$220 M
|
| Grant Private Wealth Management Inc |
2026 Q1
|
4/14/2026 |
154
|
$190 M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q1
|
4/14/2026 |
236
|
$1.6 B
|
| Southland Equity Partners LLC |
2026 Q1
|
4/14/2026 |
273
|
$510 M
|
| Palisade Asset Management, LLC |
2026 Q1
|
4/14/2026 |
195
|
$1.0 B
|
| Pinnacle Wealth Management Group, Inc. |
2026 Q1
|
4/14/2026 |
120
|
$200 M
|
| Pacific Capital Wealth Advisors, Inc. |
2026 Q1
|
4/14/2026 |
87
|
$600 M
|
| CATHY PARETO & ASSOCIATES, INC |
2026 Q1
|
4/14/2026 |
96
|
$150 M
|
| Granite Group Advisors, LLC |
2026 Q1
|
4/14/2026 |
86
|
$170 M
|
| SigFig Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
139
|
$3.4 B
|
| ACT Advisors, LLC. |
2026 Q1
|
4/14/2026 |
78
|
$240 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2026 Q1
|
4/14/2026 |
71
|
$730 M
|
| Orange Investment Advisors, Inc. |
2026 Q1
|
4/14/2026 |
145
|
$770 M
|
| Approach Retirement Advisors, LLC |
2026 Q1
|
4/14/2026 |
79
|
$120 M
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
255
|
$670 M
|
| Clean Yield Group |
2026 Q1
|
4/14/2026 |
385
|
$360 M
|
| Onyx Financial Advisors, LLC |
2026 Q1
|
4/14/2026 |
18
|
$240 M
|
| Cox Capital Mgt LLC |
2026 Q1
|
4/14/2026 |
73
|
$150 M
|
| Andrew Hill Investment Advisors, Inc. |
2026 Q1
|
4/14/2026 |
54
|
$110 M
|
| OLIO Financial Planning |
2026 Q1
|
4/14/2026 |
72
|
$360 M
|
| Sensenig Capital Advisors, Inc |
2026 Q1
|
4/14/2026 |
33
|
$98 M
|
| Compton Wealth Advisory Group, LLC |
2026 Q1
|
4/14/2026 |
85
|
$450 M
|
| Banque de Luxembourg S.A. |
2026 Q1
|
4/14/2026 |
77
|
$190 M
|
| Bayshore Capital Advisors, LLC |
2026 Q1
|
4/14/2026 |
41
|
$240 M
|
| Lee-Kelleher Wealth Management |
2026 Q1
|
4/14/2026 |
41
|
$170 M
|
| Altrafin AG |
2026 Q1
|
4/14/2026 |
52
|
$290 M
|
| Corecam Pte. Ltd. |
2026 Q1
|
4/14/2026 |
65
|
$230 M
|
| FMA Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
38
|
$150 M
|
| Affiance Financial, LLC |
2026 Q1
|
4/14/2026 |
106
|
$620 M
|
| Retirement Management Systems Inc. |
2026 Q1
|
4/14/2026 |
51
|
$410 M
|
| Legacy Trust |
2026 Q1
|
4/14/2026 |
203
|
$520 M
|
| Global Trust Wealth Management LLC |
2026 Q1
|
4/14/2026 |
83
|
$130 M
|
| L. Roy Papp & Associates, LLP |
2026 Q1
|
4/14/2026 |
184
|
$870 M
|
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2026 Q1
|
4/14/2026 |
80
|
$100 M
|
| Gildi - lifeyrissjodur |
2026 Q1
|
4/14/2026 |
2
|
$200 M
|
| PICTET BANK & TRUST Ltd |
2026 Q1
|
4/14/2026 |
33
|
$76 M
|
| Bank Pictet & Cie (Europe) AG |
2026 Q1
|
4/14/2026 |
207
|
$4.7 B
|
| FC Advisory LLC |
2026 Q1
|
4/14/2026 |
115
|
$340 M
|
| RF&L WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
52
|
$130 M
|
| Silchester International Investors LLP |
2026 Q1
|
4/14/2026 |
4
|
$120 M
|
| Perpetual Ltd |
2026 Q1
|
4/14/2026 |
736
|
$6.5 B
|
| LAWOOD & CO |
2026 Q1
|
4/14/2026 |
155
|
$110 M
|
| MOLLER WEALTH PARTNERS |
2026 Q1
|
4/14/2026 |
67
|
$510 M
|
| Capital Asset Managemnet, LLC |
2026 Q1
|
4/14/2026 |
77
|
$89 M
|
| Pictet North America Advisors SA |
2026 Q1
|
4/14/2026 |
154
|
$1.0 B
|
| Amicus Financial Advisors, LLC |
2026 Q1
|
4/14/2026 |
90
|
$360 M
|
| BANQUE PICTET & CIE SA |
2026 Q1
|
4/14/2026 |
388
|
$14 B
|
| BUILDER INVESTMENT GROUP INC /ADV |
2026 Q1
|
4/14/2026 |
102
|
$460 M
|
| Neumann Advisory Hong Kong Ltd |
2026 Q1
|
4/14/2026 |
6
|
$320 M
|
| eCIO, Inc. |
2026 Q1
|
4/14/2026 |
42
|
$230 M
|
| Regent Peak Wealth Advisors LLC |
2026 Q1
|
4/14/2026 |
198
|
$490 M
|
| LOCKERMAN FINANCIAL GROUP, INC. |
2026 Q1
|
4/14/2026 |
101
|
$56 M
|
| BayBridge Capital Group, LLC |
2026 Q1
|
4/14/2026 |
95
|
$160 M
|
| Davies Financial Advisors, Inc. |
2026 Q1
|
4/14/2026 |
11
|
$11 M
|
| JIA INVESTMENT ALLIANCE PTE. LTD. |
2026 Q1
|
4/14/2026 |
24
|
$960 M
|
| Bank of Finland |
2026 Q1
|
4/14/2026 |
4
|
$1.4 B
|
| SeaTown Holdings Pte. Ltd. |
2026 Q1
|
4/14/2026 |
17
|
$150 M
|
| Value Investment Professionals, LLC |
2026 Q1
|
4/13/2026 |
81
|
$89 M
|
| Topor & Co. Korea |
2025 Q4 - RESTATEMENT
|
4/13/2026 |
15
|
$130 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/13/2026 |
710
|
$470 M
|