| UCLA Foundation |
2025 Q1
|
4/22/2025, 04:13 PM |
1
|
$93.6M
|
| DUNCKER STREETT & CO INC |
2025 Q1
|
4/22/2025, 04:12 PM |
503
|
$505M
|
| Illumine Investment Management, LLC |
2025 Q1
|
4/22/2025, 04:11 PM |
90
|
$122M
|
| JERICHO FINANCIAL, LLP |
2025 Q1
|
4/22/2025, 04:09 PM |
41
|
$138M
|
| Hudson Value Partners, LLC |
2025 Q1
|
4/22/2025, 04:08 PM |
100
|
$266M
|
| RIDGECREST WEALTH PARTNERS, LLC |
2025 Q1
|
4/22/2025, 04:07 PM |
112
|
$191M
|
| Shelter Mutual Insurance Co |
2025 Q1
|
4/22/2025, 04:06 PM |
57
|
$415M
|
| Shelter Ins Retirement Plan |
2025 Q1
|
4/22/2025, 04:02 PM |
8
|
$77.2M
|
| First Bancorp, Inc /ME/ |
2025 Q1
|
4/22/2025, 04:02 PM |
121
|
$154M
|
| Comprehensive Money Management Services LLC |
2025 Q1
|
4/22/2025, 03:57 PM |
179
|
$124M
|
| Westhampton Capital, LLC |
2025 Q1
|
4/22/2025, 03:54 PM |
114
|
$183M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2025 Q1
|
4/22/2025, 03:53 PM |
9
|
$64.7M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2025 Q1
|
4/22/2025, 03:52 PM |
25
|
$64.9M
|
| 1858 WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025, 03:49 PM |
117
|
$118M
|
| KENNEDY INVESTMENT GROUP |
2025 Q1
|
4/22/2025, 03:47 PM |
125
|
$215M
|
| Madison Wealth Partners, Inc |
2025 Q1
|
4/22/2025, 03:46 PM |
157
|
$405M
|
| Tassel Capital Management, Inc. |
2025 Q1
|
4/22/2025, 03:45 PM |
37
|
$114M
|
| Veridan Wealth LLC |
2025 Q1
|
4/22/2025, 03:43 PM |
80
|
$221M
|
| Paradiem, LLC |
2025 Q1
|
4/22/2025, 03:42 PM |
52
|
$363M
|
| Cherry Creek Investment Advisors, Inc. |
2025 Q1
|
4/22/2025, 03:42 PM |
111
|
$192M
|
| WealthCare Investment Partners, LLC |
2025 Q1
|
4/22/2025, 03:41 PM |
148
|
$236M
|
| MBE Wealth Management, LLC |
2025 Q1
|
4/22/2025, 03:39 PM |
121
|
$209M
|
| WOLFF WIESE MAGANA LLC |
2025 Q1
|
4/22/2025, 03:38 PM |
992
|
$147M
|
| Cassia Capital Partners, LLC |
2025 Q1
|
4/22/2025, 03:38 PM |
56
|
$160M
|
| Genesee Capital Advisors, LLC |
2025 Q1
|
4/22/2025, 03:37 PM |
117
|
$200M
|
| Avantra Family Wealth, Inc. |
2025 Q1
|
4/22/2025, 03:36 PM |
149
|
$104M
|
| Ergawealth Advisors, Inc. |
2025 Q1
|
4/22/2025, 03:35 PM |
60
|
$202M
|
| Aspire Capital Advisors LLC |
2025 Q1
|
4/22/2025, 03:33 PM |
91
|
$335M
|
| Mendota Financial Group, LLC |
2025 Q1
|
4/22/2025, 03:33 PM |
115
|
$92.2M
|
| COUNTRY TRUST BANK |
2025 Q1
|
4/22/2025, 03:29 PM |
365
|
$3.96B
|
| CHANNING GLOBAL ADVISORS, LLC |
2025 Q1
|
4/22/2025, 03:28 PM |
47
|
$147M
|
| Coho Partners, Ltd. |
2025 Q1
|
4/22/2025, 03:18 PM |
36
|
$1.66B
|
| Cambridge Investment Research Advisors, Inc. |
2025 Q1
|
4/22/2025, 03:15 PM |
3495
|
$29.6B
|
| Crumly & Associates Inc. |
2025 Q1
|
4/22/2025, 03:11 PM |
167
|
$362M
|
| First Financial Group Corp |
2025 Q1
|
4/22/2025, 03:04 PM |
66
|
$88.3M
|
| Refined Wealth Management |
2025 Q1
|
4/22/2025, 02:58 PM |
27
|
$122M
|
| ONEFUND, LLC |
2025 Q1
|
4/22/2025, 02:56 PM |
128
|
$98M
|
| EWA, LLC |
2025 Q1
|
4/22/2025, 02:53 PM |
182
|
$269M
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025, 02:52 PM |
507
|
$306M
|
| LVZ, Inc. |
2025 Q1
|
4/22/2025, 02:48 PM |
148
|
$762M
|
| Flower City Capital |
2025 Q1
|
4/22/2025, 02:46 PM |
38
|
$152M
|
| Ohio National Investments, Inc. |
2025 Q1
|
4/22/2025, 02:39 PM |
20
|
$2.11B
|
| VERITY Wealth Advisors |
2025 Q1
|
4/22/2025, 02:38 PM |
72
|
$135M
|
| Integrity Wealth Solutions LLC |
2025 Q1
|
4/22/2025, 02:29 PM |
105
|
$185M
|
| Kentucky Retirement Systems Insurance Trust Fund |
2025 Q1
|
4/22/2025, 02:28 PM |
493
|
$1.4B
|
| MANNING & NAPIER ADVISORS LLC |
2025 Q1
|
4/22/2025, 02:24 PM |
287
|
$8.1B
|
| Kentucky Retirement Systems |
2025 Q1
|
4/22/2025, 02:23 PM |
504
|
$3.28B
|
| Vantage Investment Partners, LLC |
2025 Q1
|
4/22/2025, 02:22 PM |
64
|
$1.19B
|
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q1
|
4/22/2025, 02:19 PM |
249
|
$1.53B
|
| Consolidated Investment Group LLC |
2025 Q1
|
4/22/2025, 02:18 PM |
68
|
$653M
|
| ATMOS ADVISORY, LLC |
2025 Q1
|
4/22/2025, 02:13 PM |
20
|
$149M
|
| Center for Financial Planning, Inc. |
2025 Q1
|
4/22/2025, 02:12 PM |
700
|
$783M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2025 Q1
|
4/22/2025, 02:09 PM |
71
|
$570M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2025 Q1
|
4/22/2025, 02:07 PM |
113
|
$179M
|
| Portfolio Strategies, Inc. |
2025 Q1
|
4/22/2025, 02:06 PM |
47
|
$646M
|
| HARVEY INVESTMENT CO LLC |
2025 Q1
|
4/22/2025, 02:04 PM |
101
|
$901M
|
| MAD RIVER INVESTORS |
2025 Q1
|
4/22/2025, 01:57 PM |
24
|
$236M
|
| OxenFree Capital LLC |
2025 Q1
|
4/22/2025, 01:55 PM |
42
|
$131M
|
| MinichMacGregor Wealth Management, LLC |
2025 Q1
|
4/22/2025, 01:52 PM |
125
|
$446M
|
| Synergy Asset Management, LLC |
2025 Q1
|
4/22/2025, 01:51 PM |
171
|
$793M
|
| Altrius Capital Management Inc |
2025 Q1
|
4/22/2025, 01:49 PM |
86
|
$411M
|
| Envision Financial LLC |
2025 Q1
|
4/22/2025, 01:48 PM |
40
|
$133M
|
| H&H Retirement Design & Management INC |
2025 Q1
|
4/22/2025, 01:45 PM |
76
|
$150M
|
| Crews Bank & Trust |
2025 Q1
|
4/22/2025, 01:44 PM |
609
|
$586M
|
| Buck Wealth Strategies, LLC |
2025 Q1
|
4/22/2025, 01:42 PM |
124
|
$550M
|
| Hillcrest Wealth Advisors - NY, LLC |
2025 Q1
|
4/22/2025, 01:40 PM |
48
|
$202M
|
| SAGE FINANCIAL GROUP INC |
2025 Q1
|
4/22/2025, 01:37 PM |
102
|
$1.24B
|
| FSC Wealth Advisors, LLC |
2025 Q1
|
4/22/2025, 01:34 PM |
260
|
$152M
|
| DEERE & CO |
2025 Q1
|
4/22/2025, 01:32 PM |
0
|
$0
|
| Ellis Investment Partners, LLC |
2025 Q1
|
4/22/2025, 01:31 PM |
234
|
$484M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2025 Q1
|
4/22/2025, 01:30 PM |
228
|
$345M
|
| Cross Staff Investments Inc |
2025 Q1
|
4/22/2025, 01:28 PM |
122
|
$132M
|
| Cohalo Advisory LLC |
2025 Q1
|
4/22/2025, 01:25 PM |
13
|
$1.36M
|
| Moisand Fitzgerald Tamayo, LLC |
2025 Q1
|
4/22/2025, 01:15 PM |
584
|
$723M
|
| Axos Invest Inc. |
2025 Q1
|
4/22/2025, 01:12 PM |
22
|
$129M
|
| SK Wealth Management, LLC |
2025 Q1
|
4/22/2025, 01:01 PM |
73
|
$186M
|
| DIXON FNANCIAL SERVICES, INC. |
2025 Q1
|
4/22/2025, 01:00 PM |
38
|
$185M
|
| INNEALTA CAPITAL, LLC |
2025 Q1
|
4/22/2025, 12:59 PM |
116
|
$185M
|
| Bright Futures Wealth Management, LLC. |
2025 Q1
|
4/22/2025, 12:56 PM |
109
|
$91.2M
|
| Merkkuri Wealth Advisors LLC |
2025 Q1
|
4/22/2025, 12:53 PM |
82
|
$117M
|
| MPS Loria Financial Planners, LLC |
2025 Q1
|
4/22/2025, 12:50 PM |
80
|
$337M
|
| Envision Financial LLC |
2024 Q4 - Restatement
|
4/22/2025, 12:49 PM |
38
|
$125M
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q1
|
4/22/2025, 12:46 PM |
105
|
$906M
|
| TT Capital Management LLC |
2025 Q1
|
4/22/2025, 12:43 PM |
68
|
$119M
|
| Brendel Financial Advisors LLC |
2025 Q1
|
4/22/2025, 12:39 PM |
91
|
$165M
|
| Rappaport Reiches Capital Management, LLC |
2025 Q1
|
4/22/2025, 12:38 PM |
122
|
$400M
|
| Running Oak Capital LLC |
2025 Q1
|
4/22/2025, 12:36 PM |
56
|
$829M
|
| Brickwood Asset Management LLP |
2025 Q1
|
4/22/2025, 12:32 PM |
5
|
$130M
|
| Shum Financial Group, Inc. |
2025 Q1
|
4/22/2025, 12:29 PM |
89
|
$116M
|
| Heartland Bank & Trust Co |
2025 Q1
|
4/22/2025, 12:27 PM |
161
|
$195M
|
| Cyr Financial Inc. |
2025 Q1
|
4/22/2025, 12:18 PM |
51
|
$100M
|
| NorthRock Partners, LLC |
2024 Q4 - Restatement
|
4/22/2025, 12:17 PM |
765
|
$3.06B
|
| Midwest Financial Group LLC |
2025 Q1
|
4/22/2025, 12:16 PM |
108
|
$172M
|
| NorthRock Partners, LLC |
2024 Q3 - Restatement
|
4/22/2025, 12:11 PM |
826
|
$3.04B
|
| Masso Torrence Wealth Management Inc. |
2025 Q1
|
4/22/2025, 12:09 PM |
99
|
$187M
|
| Chico Wealth RIA |
2025 Q1
|
4/22/2025, 12:06 PM |
30
|
$115M
|
| NorthRock Partners, LLC |
2024 Q2 - Restatement
|
4/22/2025, 12:06 PM |
800
|
$2.66B
|
| ABSHER WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025, 12:03 PM |
68
|
$763M
|
| NorthRock Partners, LLC |
2024 Q1 - Restatement
|
4/22/2025, 11:59 AM |
804
|
$2.57B
|
| Sivik Global Healthcare LLC |
2025 Q1
|
4/22/2025, 11:58 AM |
29
|
$183M
|