| FIRST MERCHANTS CORP |
2025 Q4
|
1/12/2026 |
513
|
$2.7 B
|
| Hickory Point Bank & Trust |
2025 Q4
|
1/12/2026 |
128
|
$140 M
|
| Byrne Asset Management LLC |
2025 Q4
|
1/12/2026 |
567
|
$180 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q4
|
1/12/2026 |
161
|
$1.1 B
|
| CCM INVESTMENT ADVISERS LLC |
2025 Q4
|
1/12/2026 |
89
|
$1.0 B
|
| Freestate Advisors LLC |
2025 Q4
|
1/12/2026 |
41
|
$120 M
|
| Robinson Value Management, Ltd. |
2025 Q4
|
1/12/2026 |
74
|
$180 M
|
| Asset Allocation & Management Company, LLC |
2025 Q4
|
1/12/2026 |
94
|
$250 M
|
| WORLD EQUITY GROUP, INC. |
2025 Q4
|
1/12/2026 |
326
|
$360 M
|
| HORIZON FINANCIAL SERVICES, LLC |
2025 Q4
|
1/12/2026 |
404
|
$220 M
|
| Qalhat Capital Ltd |
2025 Q4
|
1/12/2026 |
1
|
$0
|
| BURNS J W & CO INC/NY |
2025 Q4
|
1/12/2026 |
183
|
$900 M
|
| National Wealth Management Group, LLC |
2025 Q4
|
1/12/2026 |
244
|
$290 M
|
| Connective Portfolio Management, LLC |
2025 Q4
|
1/12/2026 |
38
|
$55 M
|
| Heartwood Wealth Advisors LLC |
2025 Q4
|
1/12/2026 |
202
|
$1.1 B
|
| Holland Advisory Services, Inc. |
2025 Q4
|
1/12/2026 |
45
|
$74 M
|
| HWG Holdings LP |
2025 Q4
|
1/12/2026 |
47
|
$410 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2025 Q4
|
1/12/2026 |
115
|
$180 M
|
| Physician Wealth Solutions Inc. |
2025 Q4
|
1/12/2026 |
45
|
$240 M
|
| Stokes Capital Advisors, LLC |
2025 Q4
|
1/12/2026 |
80
|
$440 M
|
| PUREfi Wealth, LLC |
2025 Q4
|
1/12/2026 |
164
|
$130 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2025 Q4
|
1/12/2026 |
181
|
$330 M
|
| CVA Family Office, LLC |
2025 Q4
|
1/12/2026 |
1,289
|
$870 M
|
| SAX WEALTH ADVISORS, LLC |
2025 Q4
|
1/12/2026 |
489
|
$2.1 B
|
| Cordant, Inc. |
2025 Q4
|
1/12/2026 |
68
|
$240 M
|
| Richard P Slaughter Associates Inc |
2025 Q4
|
1/12/2026 |
109
|
$480 M
|
| Defender Capital, LLC. |
2025 Q4
|
1/12/2026 |
38
|
$310 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2025 Q4
|
1/12/2026 |
144
|
$320 M
|
| AllSquare Wealth Management LLC |
2025 Q3
|
1/12/2026 |
539
|
$190 M
|
| Evolution Wealth Advisors, LLC |
2025 Q4
|
1/12/2026 |
166
|
$990 M
|
| Optivise Advisory Services LLC |
2025 Q4
|
1/12/2026 |
199
|
$170 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2025 Q4
|
1/12/2026 |
176
|
$770 M
|
| Canvas Wealth Advisors, LLC |
2025 Q4
|
1/12/2026 |
222
|
$590 M
|
| MYECFO, LLC |
2025 Q4
|
1/12/2026 |
64
|
$240 M
|
| Bath Savings Trust Co |
2025 Q4
|
1/12/2026 |
271
|
$1.0 B
|
| Eastover Investment Advisors LLC |
2025 Q4
|
1/12/2026 |
47
|
$230 M
|
| Auour Investments LLC |
2025 Q4
|
1/12/2026 |
89
|
$310 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2025 Q4
|
1/12/2026 |
80
|
$770 M
|
| Eagle Capital Management, LLC |
2025 Q4
|
1/12/2026 |
49
|
$270 M
|
| VIKING FUND MANAGEMENT LLC |
2025 Q4
|
1/12/2026 |
137
|
$860 M
|
| TL Private Wealth |
2025 Q4 - RESTATEMENT
|
1/12/2026 |
46
|
$260 M
|
| TL Private Wealth |
2025 Q4
|
1/12/2026 |
46
|
$260 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2025 Q4
|
1/12/2026 |
794
|
$1.0 B
|
| Wiser Wealth Management, Inc |
2025 Q4
|
1/12/2026 |
55
|
$450 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2025 Q4
|
1/12/2026 |
63
|
$160 M
|
| Private Wealth Group, LLC |
2025 Q4
|
1/12/2026 |
67
|
$210 M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q4
|
1/12/2026 |
154
|
$1.4 B
|
| ONE Advisory Partners, LLC |
2025 Q4
|
1/12/2026 |
72
|
$330 M
|
| DAVENPORT & Co LLC |
2025 Q4
|
1/12/2026 |
1,253
|
$19 B
|
| Ryan Investment Management, Inc. |
2025 Q4
|
1/12/2026 |
20
|
$180 M
|
| Heritage Family Offices, LLP |
2025 Q4
|
1/12/2026 |
202
|
$220 M
|
| ARS Wealth Advisors Group, LLC |
2025 Q4
|
1/12/2026 |
192
|
$1.1 B
|
| Pensionfund Sabic |
2025 Q4
|
1/12/2026 |
221
|
$370 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q4
|
1/12/2026 |
205
|
$860 M
|
| Arkfeld Wealth Strategies, L.L.C. |
2025 Q4
|
1/12/2026 |
113
|
$290 M
|
| Stolper Co |
2025 Q4
|
1/12/2026 |
89
|
$340 M
|
| Bulwark Capital Corp |
2025 Q4
|
1/12/2026 |
96
|
$140 M
|
| Lifelong Wealth Advisors, Inc. |
2025 Q4
|
1/12/2026 |
89
|
$380 M
|
| PFW Advisors LLC |
2025 Q4
|
1/12/2026 |
121
|
$330 M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2025 Q4
|
1/12/2026 |
43
|
$110 M
|
| Lauer Wealth, LLC |
2025 Q4
|
1/12/2026 |
63
|
$130 M
|
| Thayer Financial, L.L.C. |
2025 Q4
|
1/12/2026 |
33
|
$95 M
|
| Farrell Financial LLC |
2025 Q4
|
1/12/2026 |
74
|
$170 M
|
| Shotwell Rutter Baer Inc |
2025 Q4
|
1/12/2026 |
39
|
$170 M
|
| Arbor Wealth Advisors LLC |
2025 Q4
|
1/12/2026 |
56
|
$140 M
|
| Focus Financial Network, Inc. |
2025 Q4
|
1/12/2026 |
725
|
$2.9 B
|
| Shira Ridge Wealth Management |
2025 Q4
|
1/12/2026 |
83
|
$250 M
|
| Scott Capital Advisors, LLC |
2025 Q4
|
1/12/2026 |
53
|
$450 M
|
| Arlington Financial Advisors, LLC |
2025 Q4
|
1/12/2026 |
106
|
$700 M
|
| Quantum Financial Advisors, LLC |
2025 Q4
|
1/12/2026 |
220
|
$890 M
|
| E. Ohman J:or Asset Management AB |
2025 Q4
|
1/12/2026 |
480
|
$4.3 B
|
| Divergent Planning, LLC |
2025 Q4
|
1/12/2026 |
36
|
$390 M
|
| Harbor Group, Inc. |
2025 Q4
|
1/12/2026 |
115
|
$670 M
|
| JGP Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
235
|
$960 M
|
| Edge Wealth Management LLC |
2025 Q4
|
1/12/2026 |
82
|
$570 M
|
| Salvus Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
136
|
$180 M
|
| Foster Group, Inc. |
2025 Q4
|
1/12/2026 |
300
|
$3.3 B
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q4
|
1/12/2026 |
329
|
$710 M
|
| Evanson Asset Management, LLC |
2025 Q4
|
1/12/2026 |
326
|
$1.9 B
|
| Curated Wealth Partners LLC |
2025 Q4
|
1/12/2026 |
374
|
$930 M
|
| UHLMANN PRICE SECURITIES, LLC |
2025 Q4
|
1/12/2026 |
197
|
$170 M
|
| MKD WEALTH COACHES, LLC |
2025 Q4
|
1/12/2026 |
27
|
$100 M
|
| Skyline Advisors, Inc. |
2025 Q4
|
1/12/2026 |
104
|
$300 M
|
| M.E. ALLISON & CO., INC. |
2025 Q4
|
1/12/2026 |
178
|
$150 M
|
| Wealth Group Ltd |
2025 Q4
|
1/12/2026 |
89
|
$450 M
|
| Fjell Capital, LLC |
2025 Q4
|
1/12/2026 |
66
|
$130 M
|
| Brucke Financial, Inc. |
2025 Q4
|
1/12/2026 |
169
|
$180 M
|
| Balefire, LLC |
2025 Q4
|
1/12/2026 |
394
|
$510 M
|
| Archer Investment Management, LLC |
2025 Q4
|
1/12/2026 |
117
|
$190 M
|
| Spinnaker Investment Group, LLC |
2025 Q4
|
1/12/2026 |
170
|
$550 M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/12/2026 |
95
|
$290 M
|
| Thrive Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
238
|
$680 M
|
| Wealth Management Partners, LLC |
2025 Q4
|
1/12/2026 |
147
|
$350 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2025 Q4
|
1/12/2026 |
13
|
$140 M
|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2025 Q4
|
1/12/2026 |
11
|
$320 M
|
| Bill Few Associates, Inc. |
2025 Q4
|
1/12/2026 |
197
|
$410 M
|
| WILLNER & HELLER, LLC |
2025 Q4
|
1/12/2026 |
165
|
$140 M
|
| Legacy Wealth Asset Management, LLC |
2025 Q4
|
1/12/2026 |
365
|
$410 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2025 Q4
|
1/12/2026 |
361
|
$500 M
|
| Systrade AG |
2025 Q4
|
1/12/2026 |
15
|
$160 M
|