| Trust Co of the South |
2025 Q3
|
10/2/2025, 01:30 PM |
133
|
$603M
|
| Investors Research Corp |
2025 Q3
|
10/2/2025, 01:25 PM |
868
|
$540M
|
| Potomac Fund Management Inc /Adv |
2025 Q2 - Restatement
|
10/2/2025, 01:18 PM |
97
|
$1.75B
|
| Potomac Fund Management Inc /Adv |
2025 Q1 - Restatement
|
10/2/2025, 01:16 PM |
72
|
$227M
|
| Potomac Fund Management Inc /Adv |
2024 Q4 - Restatement
|
10/2/2025, 01:15 PM |
96
|
$1.7B
|
| Capital Asset Advisory Services LLC |
2025 Q3
|
10/2/2025, 12:32 PM |
283
|
$2.32B
|
| First HawaIIan Bank |
2025 Q3
|
10/2/2025, 12:24 PM |
95
|
$780M
|
| Caldwell Trust Co |
2021 Q1
|
10/2/2025, 11:40 AM |
710
|
$717M
|
| Caldwell Trust Co |
2021 Q2
|
10/2/2025, 11:38 AM |
737
|
$764M
|
| Armstrong Henry H Associates Inc |
2025 Q3
|
10/2/2025, 11:37 AM |
62
|
$1.11B
|
| Caldwell Trust Co |
2021 Q3
|
10/2/2025, 11:35 AM |
732
|
$791M
|
| Caldwell Trust Co |
2021 Q4
|
10/2/2025, 11:34 AM |
743
|
$870M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q3
|
10/2/2025, 10:51 AM |
25
|
$151M
|
| Mirabella Financial Services Llp |
2025 Q1 - New Holdings
|
10/2/2025, 10:38 AM |
230
|
$2.45B
|
| Global Wealth Strategies & Associates |
2025 Q3
|
10/2/2025, 10:20 AM |
485
|
$389M
|
| Hiley Hunt Wealth Management |
2025 Q3
|
10/2/2025, 09:35 AM |
46
|
$213M
|
| TT International Asset Management LTD |
2025 Q3
|
10/2/2025, 07:13 AM |
37
|
$516M
|
| Caldwell Trust Co |
2022 Q1
|
10/1/2025, 05:54 PM |
745
|
$839M
|
| Caldwell Trust Co |
2022 Q2
|
10/1/2025, 05:53 PM |
739
|
$727M
|
| Caldwell Trust Co |
2022 Q3
|
10/1/2025, 04:27 PM |
721
|
$673M
|
| Caldwell Trust Co |
2022 Q4
|
10/1/2025, 04:23 PM |
726
|
$707M
|
| Park National Corp /Oh/ |
2025 Q3
|
10/1/2025, 04:19 PM |
300
|
$3.2B
|
| Jacobs & Co/Ca |
2025 Q3
|
10/1/2025, 04:02 PM |
124
|
$1.05B
|
| Roxbury Financial LLC |
2025 Q3
|
10/1/2025, 03:34 PM |
367
|
$108M
|
| American National Bank of Texas |
2025 Q3
|
10/1/2025, 03:34 PM |
58
|
$106M
|
| FLP Wealth Management, LLC |
2025 Q2
|
10/1/2025, 03:21 PM |
58
|
$35.6M
|
| Rowlandmiller & Partners.Adv |
2025 Q3
|
10/1/2025, 03:18 PM |
187
|
$509M
|
| First Financial Bank - Trust Division |
2025 Q3
|
10/1/2025, 03:14 PM |
212
|
$1.17B
|
| Caldwell Trust Co |
2023 Q1
|
10/1/2025, 03:06 PM |
728
|
$721M
|
| Caldwell Trust Co |
2023 Q2
|
10/1/2025, 03:02 PM |
756
|
$766M
|
| Caldwell Trust Co |
2023 Q3
|
10/1/2025, 03:00 PM |
705
|
$733M
|
| Caldwell Trust Co |
2023 Q4
|
10/1/2025, 02:58 PM |
703
|
$792M
|
| Vigilare Wealth Management |
2025 Q3
|
10/1/2025, 02:15 PM |
120
|
$289M
|
| Cacti Asset Management Llc |
2025 Q3
|
10/1/2025, 01:58 PM |
76
|
$1.52B
|
| Beacon Wealthcare LLC |
2025 Q3
|
10/1/2025, 12:23 PM |
24
|
$285M
|
| Farmers Trust Co |
2025 Q3
|
10/1/2025, 12:13 PM |
195
|
$580M
|
| Neville Rodie & Shaw Inc |
2025 Q3
|
10/1/2025, 12:10 PM |
244
|
$1.38B
|
| BancFirst Trust & Investment Management |
2025 Q3
|
10/1/2025, 11:44 AM |
41
|
$263M
|
| Thoma Capital Management LLC |
2025 Q2
|
10/1/2025, 11:00 AM |
58
|
$157M
|
| Praxis Investment Management Inc |
2025 Q3
|
10/1/2025, 10:55 AM |
800
|
$1.67B
|
| Thoma Capital Management LLC |
2025 Q1
|
10/1/2025, 10:50 AM |
59
|
$143M
|
| Hobart Private Capital, LLC |
2025 Q3
|
10/1/2025, 09:59 AM |
122
|
$478M
|
| GP Brinson Investments LLC |
2025 Q3
|
10/1/2025, 09:50 AM |
16
|
$245M
|
| Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv |
2025 Q3
|
10/1/2025, 07:01 AM |
0
|
$0
|
| Amanah Holdings Trust |
2025 Q3
|
10/1/2025, 06:51 AM |
14
|
$501M
|