| Noble Wealth Management PBC |
2025 Q3
|
1/5/2026 |
534
|
$190 M
|
| Noble Wealth Management PBC |
2025 Q4
|
1/5/2026 |
590
|
$200 M
|
| Catherine Avery Investment Management LLC |
2025 Q4
|
1/5/2026 |
159
|
$170 M
|
| Catherine Avery Investment Management LLC |
2025 Q3
|
1/5/2026 |
162
|
$160 M
|
| Catherine Avery Investment Management LLC |
2025 Q2
|
1/5/2026 |
166
|
$130 M
|
| Catherine Avery Investment Management LLC |
2025 Q1
|
1/5/2026 |
161
|
$110 M
|
| Catherine Avery Investment Management LLC |
2024 Q4 - NEW HOLDINGS
|
1/5/2026 |
176
|
$110 M
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q4
|
1/5/2026 |
458
|
$6.7 B
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2025 Q4
|
1/5/2026 |
59
|
$180 M
|
| BancFirst Trust & Investment Management |
2025 Q4
|
1/5/2026 |
53
|
$240 M
|
| Horizons Wealth Management |
2025 Q4
|
1/5/2026 |
172
|
$150 M
|
| ANDERSON HOAGLAND & CO |
2025 Q4
|
1/5/2026 |
143
|
$1.2 B
|
| PARK AVENUE SECURITIES LLC |
2025 Q4
|
1/5/2026 |
1,493
|
$12 M
|
| Coastline Trust Co |
2025 Q4
|
1/5/2026 |
566
|
$1.1 B
|
| Holos Integrated Wealth LLC |
2025 Q3
|
1/5/2026 |
305
|
$170 M
|
| Aryeh Capital Management Ltd. |
2025 Q4
|
1/5/2026 |
1
|
$0
|
| Holos Integrated Wealth LLC |
2025 Q4
|
1/5/2026 |
310
|
$180 M
|
| GoalVest Advisory LLC |
2025 Q4
|
1/5/2026 |
513
|
$520 M
|
| Miller Global Investments, LLC |
2025 Q4
|
1/5/2026 |
247
|
$110 M
|
| CGN Advisors LLC |
2025 Q4
|
1/5/2026 |
313
|
$1.3 B
|
| JDH Wealth Management, LLC |
2025 Q4
|
1/5/2026 |
51
|
$150 M
|
| Aspen Wealth Management LLC |
2025 Q4
|
1/5/2026 |
118
|
$480 M
|
| Catherine Avery Investment Management LLC |
2024 Q4
|
1/5/2026 |
175
|
$110 M
|
| Legacy Wealth Management, LLC / MS |
2025 Q4
|
1/5/2026 |
100
|
$370 M
|
| GK Wealth Management LLC |
2025 Q4
|
1/5/2026 |
196
|
$150 M
|
| RK Asset Management, LLC |
2025 Q4
|
1/5/2026 |
23
|
$110 k
|
| Kopion Asset Management, LLC |
2025 Q4
|
1/5/2026 |
18
|
$140 M
|
| Grant Private Wealth Management Inc |
2025 Q4
|
1/5/2026 |
135
|
$170 M
|
| City Center Advisors, LLC |
2025 Q4
|
1/5/2026 |
157
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q1
|
1/5/2026 |
422
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q2
|
1/5/2026 |
437
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q3
|
1/5/2026 |
443
|
$100 M
|
| Stairway Partners, LLC |
2025 Q4
|
1/5/2026 |
18
|
$1.9 B
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q4
|
1/5/2026 |
378
|
$110 M
|
| Union Bancaire Privee, UBP SA |
2025 Q4
|
1/5/2026 |
503
|
$8.4 B
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q1
|
1/5/2026 |
327
|
$100 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q2
|
1/5/2026 |
337
|
$100 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q3
|
1/5/2026 |
526
|
$120 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q4
|
1/5/2026 |
530
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q1
|
1/5/2026 |
535
|
$110 M
|
| Trust Co of the South |
2025 Q4
|
1/5/2026 |
140
|
$620 M
|
| Foguth Wealth Management, LLC. |
2025 Q4
|
1/5/2026 |
175
|
$650 M
|
| Samson Rock Capital LLP |
2025 Q4
|
1/5/2026 |
3
|
$61 M
|
| Roxbury Financial LLC |
2025 Q4
|
1/5/2026 |
371
|
$110 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q4
|
1/5/2026 |
238
|
$290 M
|
| Marathon Mission, Inc. |
2025 Q4
|
1/5/2026 |
55
|
$170 M
|
| Boltwood Capital Management |
2025 Q4
|
1/2/2026 |
182
|
$380 M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q4
|
1/2/2026 |
29
|
$180 k
|
| McAlister, Sweet & Associates, Inc. |
2025 Q4
|
1/2/2026 |
25
|
$130 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2025 Q4
|
1/2/2026 |
405
|
$1.2 B
|
| GP Brinson Investments LLC |
2025 Q4
|
1/2/2026 |
15
|
$230 M
|
| Insight Wealth Strategies, LLC |
2025 Q4
|
1/2/2026 |
171
|
$870 M
|
| Global Wealth Strategies & Associates |
2025 Q4
|
1/2/2026 |
549
|
$400 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q4
|
1/2/2026 |
79
|
$1.7 B
|