| DUDLEY & SHANLEY, INC. |
2024 Q3
|
12/23/2024, 04:45 PM |
36
|
$640M
|
| Pearl River Capital, LLC |
2023 Q1 - Restatement
|
12/19/2024, 03:01 PM |
476
|
$630M
|
| Independent Solutions Wealth Management, LLC |
2024 Q3
|
12/19/2024, 02:12 PM |
164
|
$442M
|
| Independent Solutions Wealth Management, LLC |
2024 Q2
|
12/19/2024, 02:11 PM |
168
|
$436M
|
| Independent Solutions Wealth Management, LLC |
2024 Q1
|
12/19/2024, 02:09 PM |
171
|
$421M
|
| Independent Solutions Wealth Management, LLC |
2023 Q4
|
12/19/2024, 01:30 PM |
166
|
$390M
|
| Independent Solutions Wealth Management, LLC |
2023 Q3
|
12/19/2024, 01:29 PM |
199
|
$363M
|
| Independent Solutions Wealth Management, LLC |
2023 Q2
|
12/19/2024, 01:27 PM |
218
|
$371M
|
| Independent Solutions Wealth Management, LLC |
2023 Q1
|
12/19/2024, 01:26 PM |
210
|
$339M
|
| Independent Solutions Wealth Management, LLC |
2022 Q4
|
12/19/2024, 01:19 PM |
213
|
$328M
|
| Independent Solutions Wealth Management, LLC |
2022 Q3
|
12/19/2024, 01:17 PM |
208
|
$305M
|
| Independent Solutions Wealth Management, LLC |
2022 Q2
|
12/19/2024, 01:15 PM |
216
|
$321M
|
| Independent Solutions Wealth Management, LLC |
2022 Q1
|
12/19/2024, 01:13 PM |
212
|
$392M
|
| PRINCIPAL FINANCIAL GROUP INC |
2024 Q3 - New Holdings
|
12/19/2024, 12:54 PM |
35
|
$1.66B
|
| Independent Solutions Wealth Management, LLC |
2021 Q4
|
12/19/2024, 11:21 AM |
225
|
$424M
|
| Independent Solutions Wealth Management, LLC |
2021 Q3
|
12/19/2024, 11:20 AM |
211
|
$403M
|
| Independent Solutions Wealth Management, LLC |
2021 Q2
|
12/19/2024, 11:18 AM |
201
|
$412M
|
| Independent Solutions Wealth Management, LLC |
2021 Q1
|
12/19/2024, 11:16 AM |
188
|
$364M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q3
|
12/19/2024, 11:00 AM |
77
|
$178M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q2
|
12/19/2024, 10:56 AM |
77
|
$178M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q1
|
12/19/2024, 10:54 AM |
81
|
$165M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q4
|
12/19/2024, 10:50 AM |
80
|
$167M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q3
|
12/19/2024, 10:48 AM |
83
|
$152M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q2
|
12/19/2024, 10:43 AM |
83
|
$152M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q1
|
12/19/2024, 10:41 AM |
81
|
$145M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q4
|
12/19/2024, 10:38 AM |
87
|
$143M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q3
|
12/19/2024, 10:35 AM |
90
|
$132M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q2
|
12/19/2024, 10:33 AM |
113
|
$136M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q1
|
12/19/2024, 10:30 AM |
112
|
$165M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q4
|
12/19/2024, 10:27 AM |
112
|
$196M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q3
|
12/19/2024, 10:24 AM |
114
|
$185M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q2
|
12/19/2024, 10:20 AM |
246
|
$187M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q1
|
12/19/2024, 10:17 AM |
103
|
$182M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q4
|
12/19/2024, 10:14 AM |
113
|
$175M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q3
|
12/19/2024, 10:11 AM |
109
|
$157M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q2
|
12/19/2024, 10:08 AM |
78
|
$147M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q1
|
12/19/2024, 10:06 AM |
79
|
$126M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q4
|
12/19/2024, 10:03 AM |
62
|
$152M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q3
|
12/19/2024, 10:00 AM |
72
|
$148M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q2
|
12/19/2024, 09:57 AM |
71
|
$147M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q1
|
12/19/2024, 09:54 AM |
68
|
$133M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q4
|
12/19/2024, 09:50 AM |
69
|
$114M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q3
|
12/19/2024, 09:47 AM |
62
|
$128M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q2
|
12/19/2024, 09:43 AM |
73
|
$126M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q1
|
12/19/2024, 09:39 AM |
63
|
$117M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2017 Q4
|
12/19/2024, 09:33 AM |
70
|
$117M
|
| Independent Solutions Wealth Management, LLC |
2020 Q4
|
12/19/2024, 09:23 AM |
178
|
$320M
|
| Independent Solutions Wealth Management, LLC |
2020 Q3
|
12/19/2024, 09:21 AM |
159
|
$262M
|
| Independent Solutions Wealth Management, LLC |
2020 Q2
|
12/19/2024, 09:20 AM |
151
|
$234M
|
| Independent Solutions Wealth Management, LLC |
2020 Q1
|
12/19/2024, 09:15 AM |
127
|
$181M
|
| Catalyst Funds Management Pty Ltd |
2024 Q2
|
12/17/2024, 08:47 PM |
1142
|
$373M
|
| IMS Capital Management |
2024 Q3
|
12/17/2024, 06:41 PM |
143
|
$223M
|
| SYNTAX RESEARCH, INC. |
2024 Q3
|
12/17/2024, 06:06 PM |
189
|
$148M
|
| Hiley Hunt Wealth Management |
2024 Q3
|
12/17/2024, 03:50 PM |
38
|
$175M
|
| Hiley Hunt Wealth Management |
2024 Q2
|
12/17/2024, 03:46 PM |
38
|
$162M
|
| Hiley Hunt Wealth Management |
2024 Q1
|
12/17/2024, 03:45 PM |
36
|
$153M
|
| Hiley Hunt Wealth Management |
2023 Q4
|
12/17/2024, 02:27 PM |
36
|
$135M
|
| SMART Wealth LLC |
2024 Q1
|
12/13/2024, 06:25 PM |
118
|
$222M
|
| SMART Wealth LLC |
2024 Q2
|
12/13/2024, 06:25 PM |
125
|
$247M
|
| SMART Wealth LLC |
2023 Q1
|
12/13/2024, 06:25 PM |
70
|
$113M
|
| SMART Wealth LLC |
2024 Q3
|
12/13/2024, 06:25 PM |
140
|
$255M
|
| SMART Wealth LLC |
2023 Q4
|
12/13/2024, 06:25 PM |
82
|
$183M
|
| SMART Wealth LLC |
2023 Q3
|
12/13/2024, 06:25 PM |
72
|
$133M
|
| SMART Wealth LLC |
2023 Q2
|
12/13/2024, 06:25 PM |
81
|
$132M
|
| SMART Wealth LLC |
2022 Q4
|
12/13/2024, 06:25 PM |
84
|
$133M
|
| B. Riley Wealth Advisors, Inc. |
2024 Q3
|
12/13/2024, 04:57 PM |
1263
|
$3.6B
|
| Exome Asset Management LLC |
2024 Q3 - New Holdings
|
12/13/2024, 04:47 PM |
59
|
$148M
|
| LORD, ABBETT & CO. LLC |
2024 Q3 - Restatement
|
12/13/2024, 04:13 PM |
526
|
$31.4B
|
| Independent Solutions Wealth Management, LLC |
2019 Q4
|
12/13/2024, 12:06 PM |
155
|
$226M
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2024 Q2 - New Holdings
|
12/12/2024, 03:27 PM |
141
|
$231M
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2024 Q3
|
12/12/2024, 03:06 PM |
162
|
$261M
|
| Legacy Wealth Management, LLC / MS |
2024 Q3
|
12/12/2024, 03:01 PM |
96
|
$272M
|
| Heritage Wealth Advisors |
2024 Q2 - Restatement
|
12/12/2024, 01:18 PM |
516
|
$2.21B
|
| Heritage Wealth Advisors |
2024 Q2 - Restatement
|
12/12/2024, 01:12 PM |
516
|
$2.21B
|
| Heritage Wealth Advisors |
2024 Q1 - Restatement
|
12/12/2024, 01:08 PM |
541
|
$2.19B
|
| Heritage Wealth Advisors |
2023 Q4 - Restatement
|
12/12/2024, 01:06 PM |
555
|
$2.01B
|
| Heritage Wealth Advisors |
2023 Q3 - Restatement
|
12/12/2024, 01:03 PM |
522
|
$1.83B
|
| Heritage Wealth Advisors |
2023 Q2 - Restatement
|
12/12/2024, 01:00 PM |
562
|
$1.89B
|
| Heritage Wealth Advisors |
2022 Q4 - Restatement
|
12/12/2024, 12:56 PM |
562
|
$1.73B
|
| Heritage Wealth Advisors |
2022 Q3 - Restatement
|
12/12/2024, 12:52 PM |
533
|
$1.38B
|
| Legacy Wealth Management, LLC / MS |
2024 Q2
|
12/12/2024, 12:38 PM |
72
|
$237M
|
| Legacy Wealth Management, LLC / MS |
2024 Q1
|
12/12/2024, 12:38 PM |
71
|
$222M
|
| Legacy Wealth Management, LLC / MS |
2023 Q4
|
12/12/2024, 12:38 PM |
70
|
$207M
|
| Legacy Wealth Management, LLC / MS |
2023 Q3
|
12/12/2024, 12:38 PM |
74
|
$192M
|
| Legacy Wealth Management, LLC / MS |
2023 Q2
|
12/12/2024, 12:38 PM |
72
|
$199M
|
| Legacy Wealth Management, LLC / MS |
2023 Q1
|
12/12/2024, 12:38 PM |
72
|
$181M
|
| Legacy Wealth Management, LLC / MS |
2022 Q4
|
12/12/2024, 12:38 PM |
71
|
$169M
|
| Legacy Wealth Management, LLC / MS |
2022 Q3
|
12/12/2024, 12:38 PM |
76
|
$148M
|
| Legacy Wealth Management, LLC / MS |
2022 Q2
|
12/12/2024, 12:38 PM |
82
|
$165M
|
| Legacy Wealth Management, LLC / MS |
2022 Q1
|
12/12/2024, 12:38 PM |
94
|
$192M
|
| Legacy Wealth Management, LLC / MS |
2021 Q4
|
12/12/2024, 12:38 PM |
103
|
$195M
|
| Legacy Wealth Management, LLC / MS |
2021 Q3
|
12/12/2024, 12:38 PM |
104
|
$187M
|
| Legacy Wealth Management, LLC / MS |
2021 Q2
|
12/12/2024, 12:38 PM |
102
|
$180M
|
| Legacy Wealth Management, LLC / MS |
2021 Q1
|
12/12/2024, 12:38 PM |
96
|
$165M
|
| Legacy Wealth Management, LLC / MS |
2020 Q4
|
12/12/2024, 12:38 PM |
93
|
$158M
|
| Legacy Wealth Management, LLC / MS |
2020 Q3
|
12/12/2024, 12:38 PM |
96
|
$145M
|
| Legacy Wealth Management, LLC / MS |
2020 Q2
|
12/12/2024, 12:38 PM |
96
|
$131M
|
| Legacy Wealth Management, LLC / MS |
2020 Q1
|
12/12/2024, 12:38 PM |
93
|
$107M
|
| Legacy Wealth Management, LLC / MS |
2019 Q4
|
12/12/2024, 12:38 PM |
103
|
$115M
|
| SPX Gestao de Recursos Ltda |
2024 Q3
|
12/12/2024, 10:05 AM |
52
|
$750M
|