| ABLE Financial Group, LLC |
2024 Q2
|
7/26/2024, 05:29 PM |
172
|
$277M
|
| Sprinkle Financial Consultants LLC |
2024 Q2
|
7/26/2024, 05:27 PM |
67
|
$127M
|
| TI-TRUST, INC |
2024 Q2
|
7/26/2024, 05:26 PM |
122
|
$130M
|
| Richardson Capital Management LLC |
2024 Q2
|
7/26/2024, 05:12 PM |
185
|
$130M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2024 Q2
|
7/26/2024, 05:06 PM |
78
|
$1.7B
|
| WealthShield Partners, LLC |
2024 Q2
|
7/26/2024, 05:06 PM |
466
|
$656M
|
| Checchi Capital Advisers, LLC |
2024 Q2
|
7/26/2024, 05:03 PM |
560
|
$1.26B
|
| Hapanowicz & Associates Financial Services, Inc |
2024 Q2
|
7/26/2024, 05:03 PM |
30
|
$175M
|
| Financial Connections Group, Inc. |
2024 Q2
|
7/26/2024, 05:02 PM |
321
|
$193M
|
| MWA Asset Management |
2024 Q2
|
7/26/2024, 05:02 PM |
121
|
$140M
|
| Worth Financial Advisory Group, LLC |
2024 Q2
|
7/26/2024, 05:02 PM |
148
|
$152M
|
| HALL CAPITAL MANAGEMENT CO INC |
2024 Q2
|
7/26/2024, 05:01 PM |
98
|
$210M
|
| CROSSPOINT FINANCIAL, LLC |
2024 Q2
|
7/26/2024, 05:00 PM |
18
|
$24.5M
|
| Breakwater Capital Group |
2024 Q2
|
7/26/2024, 05:00 PM |
276
|
$441M
|
| Jessup Wealth Management, Inc |
2024 Q2
|
7/26/2024, 04:58 PM |
57
|
$235M
|
| Members Advisory Group LLC |
2024 Q2
|
7/26/2024, 04:57 PM |
31
|
$183M
|
| BLB&B Advisors, LLC |
2024 Q2
|
7/26/2024, 04:57 PM |
276
|
$1.83B
|
| Walkner Condon Financial Advisors LLC |
2024 Q2
|
7/26/2024, 04:56 PM |
255
|
$463M
|
| CONNING INC. |
2024 Q2
|
7/26/2024, 04:55 PM |
350
|
$2.78B
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2024 Q2
|
7/26/2024, 04:55 PM |
197
|
$292M
|
| Tenon Financial LLC |
2024 Q2
|
7/26/2024, 04:55 PM |
41
|
$128M
|
| K.J. Harrison & Partners Inc |
2024 Q2
|
7/26/2024, 04:54 PM |
186
|
$608M
|
| Meixler Investment Management, Ltd. |
2024 Q2
|
7/26/2024, 04:54 PM |
99
|
$130M
|
| McClarren Financial Advisors, Inc. |
2024 Q2
|
7/26/2024, 04:48 PM |
302
|
$42.3M
|
| McClarren Financial Advisors, Inc. |
2024 Q1 - RESTATEMENT
|
7/26/2024, 04:46 PM |
351
|
$139M
|
| Leith Wheeler Investment Counsel Ltd. |
2024 Q2
|
7/26/2024, 04:43 PM |
65
|
$1.16B
|
| Pullen Investment Management, LLC |
2024 Q2
|
7/26/2024, 04:42 PM |
99
|
$121M
|
| WEST BANCORPORATION INC |
2024 Q2
|
7/26/2024, 04:39 PM |
93
|
$135M
|
| BCR Wealth Strategies, LLC |
2024 Q2
|
7/26/2024, 04:38 PM |
30
|
$154M
|
| Simmons Bank |
2024 Q2
|
7/26/2024, 04:32 PM |
328
|
$1.32B
|
| BALLAST ADVISORS LLC |
2024 Q2
|
7/26/2024, 04:29 PM |
163
|
$315M
|
| Keener Financial Planning LLC |
2024 Q2
|
7/26/2024, 04:20 PM |
181
|
$153M
|
| Echo45 Advisors LLC |
2024 Q2
|
7/26/2024, 04:18 PM |
46
|
$142M
|
| 1900 WEALTH MANAGEMENT LLC |
2024 Q2
|
7/26/2024, 04:17 PM |
221
|
$1.07B
|
| CISCO SYSTEMS, INC. |
2024 Q2
|
7/26/2024, 04:15 PM |
4
|
$475M
|
| DURANTE & WATERS, LLC |
2024 Q2
|
7/26/2024, 04:12 PM |
30
|
$112M
|
| Lester Murray Antman dba SimplyRich |
2024 Q2
|
7/26/2024, 04:10 PM |
178
|
$316M
|
| Galibier Capital Management Ltd. |
2024 Q2
|
7/26/2024, 04:07 PM |
42
|
$402M
|
| Avion Wealth |
2024 Q2
|
7/26/2024, 04:01 PM |
860
|
$362M
|
| Conestoga Capital Advisors, LLC |
2024 Q2
|
7/26/2024, 04:01 PM |
130
|
$6.67B
|
| Cypress Point Wealth Management, LLC |
2024 Q2
|
7/26/2024, 03:51 PM |
72
|
$211M
|
| BERNZOTT CAPITAL ADVISORS |
2024 Q2
|
7/26/2024, 03:49 PM |
37
|
$217M
|
| EMFO, LLC |
2024 Q2
|
7/26/2024, 03:48 PM |
282
|
$112M
|
| Beacon Financial Advisory LLC |
2024 Q2
|
7/26/2024, 03:48 PM |
291
|
$267M
|
| Arcadia Wealth Management, LLC |
2024 Q2
|
7/26/2024, 03:45 PM |
62
|
$175M
|
| Crown Wealth Group, LLC |
2024 Q2
|
7/26/2024, 03:42 PM |
105
|
$200M
|
| Aletheian Wealth Advisors LLC |
2024 Q2
|
7/26/2024, 03:41 PM |
86
|
$190M
|
| Briaud Financial Planning, Inc |
2024 Q2
|
7/26/2024, 03:37 PM |
133
|
$173M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2024 Q2
|
7/26/2024, 03:36 PM |
51
|
$443M
|
| Detalus Advisors, LLC |
2024 Q2
|
7/26/2024, 03:35 PM |
150
|
$292M
|
| West Branch Capital LLC |
2024 Q2
|
7/26/2024, 03:33 PM |
429
|
$269M
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
2024 Q2
|
7/26/2024, 03:30 PM |
131
|
$299M
|
| Evolution Advisers, Inc. |
2024 Q2
|
7/26/2024, 03:30 PM |
157
|
$174M
|
| RIVERSEDGE ADVISORS, LLC |
2024 Q2
|
7/26/2024, 03:26 PM |
92
|
$410M
|
| Kintegral Advisory, LLC |
2024 Q2
|
7/26/2024, 03:25 PM |
238
|
$1.04B
|
| Presidio Capital Management, LLC |
2024 Q2
|
7/26/2024, 03:22 PM |
59
|
$143M
|
| Rockwood Wealth Management, LLC |
2024 Q2
|
7/26/2024, 03:20 PM |
87
|
$821M
|
| Whitaker-Myers Wealth Managers, LTD. |
2024 Q2
|
7/26/2024, 03:17 PM |
99
|
$271M
|
| Trajan Wealth LLC |
2024 Q2
|
7/26/2024, 03:11 PM |
164
|
$1.56B
|
| CMC Financial Group |
2024 Q2
|
7/26/2024, 03:07 PM |
16
|
$60.1M
|
| Sterneck Capital Management, LLC |
2024 Q2
|
7/26/2024, 03:04 PM |
95
|
$176M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2024 Q2
|
7/26/2024, 03:04 PM |
58
|
$132M
|
| Evergreen Wealth Management, LLC |
2024 Q2
|
7/26/2024, 03:03 PM |
55
|
$151M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2024 Q2
|
7/26/2024, 02:54 PM |
77
|
$113M
|
| LS Investment Advisors, LLC |
2024 Q2
|
7/26/2024, 02:53 PM |
136
|
$641M
|
| NavPoint Financial, Inc. |
2024 Q2
|
7/26/2024, 02:51 PM |
44
|
$115M
|
| Park Edge Advisors, LLC |
2024 Q2
|
7/26/2024, 02:49 PM |
134
|
$327M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2024 Q2
|
7/26/2024, 02:47 PM |
57
|
$211M
|
| Bensler, LLC |
2024 Q2
|
7/26/2024, 02:39 PM |
163
|
$743M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2024 Q2
|
7/26/2024, 02:37 PM |
139
|
$206M
|
| Smallwood Wealth Investment Management, LLC |
2024 Q2
|
7/26/2024, 02:36 PM |
67
|
$129M
|
| Eagle Bay Advisors LLC |
2024 Q2
|
7/26/2024, 02:35 PM |
989
|
$165M
|
| Sterling Manor Financial, LLC |
2024 Q2
|
7/26/2024, 02:34 PM |
24
|
$131M
|
| Patriot Financial Group Insurance Agency, LLC |
2024 Q2
|
7/26/2024, 02:33 PM |
475
|
$679M
|
| FORT PITT CAPITAL GROUP, LLC |
2024 Q2
|
7/26/2024, 02:29 PM |
122
|
$3.29B
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2024 Q2
|
7/26/2024, 02:21 PM |
74
|
$592M
|
| Brown University |
2024 Q2
|
7/26/2024, 02:20 PM |
10
|
$265M
|
| Cascade Wealth Advisors, Inc |
2024 Q2
|
7/26/2024, 02:15 PM |
51
|
$135M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2024 Q2
|
7/26/2024, 02:09 PM |
182
|
$2.13B
|
| Legend Financial Advisors, Inc. |
2024 Q2
|
7/26/2024, 02:04 PM |
292
|
$141M
|
| HARBOUR INVESTMENTS, INC. |
2024 Q2
|
7/26/2024, 02:01 PM |
3286
|
$2.96B
|
| LDR Capital Management LLC |
2024 Q2
|
7/26/2024, 02:00 PM |
40
|
$110M
|
| Strategic Blueprint, LLC |
2024 Q2
|
7/26/2024, 02:00 PM |
603
|
$1.47B
|
| Rosenberg Matthew Hamilton |
2024 Q2
|
7/26/2024, 01:55 PM |
805
|
$339M
|
| TSA Wealth Managment LLC |
2024 Q2
|
7/26/2024, 01:53 PM |
64
|
$235M
|
| AlphaQ Advisors LLC |
2024 Q2
|
7/26/2024, 01:52 PM |
33
|
$33.8M
|
| Valley Brook Capital Group, Inc. |
2024 Q2
|
7/26/2024, 01:49 PM |
112
|
$128M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2024 Q2
|
7/26/2024, 01:48 PM |
192
|
$3.01B
|
| WRIGHT INVESTORS SERVICE INC |
2024 Q2
|
7/26/2024, 01:40 PM |
139
|
$380M
|
| Sheridan Capital Management, LLC |
2024 Q2
|
7/26/2024, 01:31 PM |
25
|
$135M
|
| Leisure Capital Management |
2024 Q2
|
7/26/2024, 01:19 PM |
137
|
$215M
|
| HB Wealth Management, LLC |
2024 Q2
|
7/26/2024, 01:18 PM |
907
|
$8.56B
|
| Encompass More Asset Management |
2024 Q2
|
7/26/2024, 01:08 PM |
110
|
$140M
|
| Tower View Wealth Management LLC |
2024 Q2
|
7/26/2024, 01:07 PM |
183
|
$174M
|
| 1834 INVESTMENT ADVISORS CO |
2024 Q2
|
7/26/2024, 01:05 PM |
214
|
$830M
|
| Significant Wealth Partners LLC |
2024 Q2
|
7/26/2024, 01:03 PM |
74
|
$178M
|
| Guidance Point Advisors, LLC |
2024 Q2
|
7/26/2024, 01:02 PM |
82
|
$320M
|
| Polaris Capital Management, LLC |
2024 Q2
|
7/26/2024, 12:55 PM |
94
|
$1.87B
|
| Horrell Capital Management, Inc. |
2024 Q2
|
7/26/2024, 12:53 PM |
223
|
$345M
|
| J.P. Marvel Investment Advisors, LLC |
2024 Q2
|
7/26/2024, 12:52 PM |
73
|
$610M
|