| Financial Architects, LLC |
2024 Q3
|
10/23/2024, 12:36 PM |
21
|
$155M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2024 Q3
|
10/23/2024, 12:34 PM |
131
|
$2.81B
|
| Cross Staff Investments Inc |
2024 Q3
|
10/23/2024, 12:29 PM |
127
|
$130M
|
| E. Ohman J:or Asset Management AB |
2024 Q3
|
10/23/2024, 12:27 PM |
408
|
$4.04B
|
| Bull Oak Capital, LLC |
2024 Q3
|
10/23/2024, 12:25 PM |
124
|
$174M
|
| Chico Wealth RIA |
2024 Q3
|
10/23/2024, 12:03 PM |
30
|
$117M
|
| Louisiana State Employees Retirement System |
2024 Q3
|
10/23/2024, 11:59 AM |
1521
|
$5.44B
|
| Outlook Wealth Advisors, LLC |
2024 Q3
|
10/23/2024, 11:55 AM |
254
|
$348M
|
| Nationwide Fund Advisors |
2024 Q3
|
10/23/2024, 11:51 AM |
7
|
$1.27B
|
| LYELL WEALTH MANAGEMENT, LP |
2024 Q3
|
10/23/2024, 11:50 AM |
207
|
$1.1B
|
| SILVER OAK SECURITIES, Inc |
2024 Q3
|
10/23/2024, 11:46 AM |
545
|
$947M
|
| HAHN CAPITAL MANAGEMENT LLC |
2024 Q3
|
10/23/2024, 11:44 AM |
29
|
$155M
|
| MOODY LYNN & LIEBERSON, LLC |
2024 Q3
|
10/23/2024, 11:40 AM |
255
|
$1.62B
|
| Element Wealth, LLC |
2024 Q3
|
10/23/2024, 11:37 AM |
284
|
$189M
|
| Merkkuri Wealth Advisors LLC |
2024 Q3
|
10/23/2024, 11:32 AM |
83
|
$123M
|
| Court Place Advisors, LLC |
2024 Q3
|
10/23/2024, 11:30 AM |
165
|
$28.2M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2024 Q3
|
10/23/2024, 11:28 AM |
66
|
$67.6M
|
| Mirae Asset Global Investments Co., Ltd. |
2024 Q3
|
10/23/2024, 11:24 AM |
1567
|
$22.5B
|
| Merkkuri Wealth Advisors LLC |
2024 Q2
|
10/23/2024, 11:17 AM |
79
|
$108M
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/23/2024, 11:17 AM |
221
|
$1.76B
|
| MIDDLETON & CO INC/MA |
2024 Q3
|
10/23/2024, 11:14 AM |
166
|
$905M
|
| St. Johns Investment Management Company, LLC |
2024 Q3
|
10/23/2024, 11:13 AM |
240
|
$213M
|
| BKM Wealth Management, LLC |
2024 Q3
|
10/23/2024, 11:09 AM |
160
|
$246M
|
| Parcion Private Wealth LLC |
2024 Q3
|
10/23/2024, 11:07 AM |
235
|
$1.2B
|
| PEOPLES BANK /OH |
2024 Q3
|
10/23/2024, 10:45 AM |
125
|
$196M
|
| Assenagon Asset Management S.A. |
2024 Q3
|
10/23/2024, 10:44 AM |
1316
|
$48.5B
|
| Linse Capital LLC |
2024 Q3
|
10/23/2024, 10:39 AM |
1
|
$24.6M
|
| MCDANIEL TERRY & CO |
2024 Q3
|
10/23/2024, 10:19 AM |
98
|
$1.19B
|
| Cambridge Advisors Inc. |
2024 Q3
|
10/23/2024, 10:16 AM |
170
|
$458M
|
| DT Investment Partners, LLC |
2024 Q3
|
10/23/2024, 09:53 AM |
627
|
$1.23B
|
| apricus wealth, LLC |
2024 Q3
|
10/23/2024, 09:47 AM |
92
|
$152M
|
| Klaas Financial Asset Advisors, LLC |
2024 Q3
|
10/23/2024, 09:45 AM |
48
|
$577M
|
| VALICENTI ADVISORY SERVICES INC |
2024 Q3
|
10/23/2024, 09:32 AM |
70
|
$389M
|
| HT Partners LLC |
2024 Q3
|
10/23/2024, 09:31 AM |
51
|
$283M
|
| Global Trust Asset Management, LLC |
2024 Q3
|
10/23/2024, 09:31 AM |
490
|
$270M
|
| Zweig-DiMenna Associates LLC |
2024 Q3
|
10/23/2024, 09:29 AM |
85
|
$986M
|
| Values First Advisors, Inc. |
2024 Q3
|
10/23/2024, 09:25 AM |
272
|
$184M
|
| Financial Guidance Group, Inc. |
2024 Q3
|
10/23/2024, 09:24 AM |
67
|
$171M
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2024 Q3
|
10/23/2024, 09:15 AM |
118
|
$445M
|
| Investment Research & Advisory Group, Inc. |
2024 Q3
|
10/23/2024, 09:14 AM |
210
|
$235M
|
| Wellesley Asset Management |
2024 Q3
|
10/23/2024, 08:57 AM |
49
|
$1.03B
|
| Windsor Capital Management, LLC |
2024 Q3
|
10/23/2024, 08:56 AM |
119
|
$345M
|
| SWP FINANCIAL LLC |
2024 Q3
|
10/23/2024, 08:47 AM |
55
|
$164M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2024 Q3
|
10/23/2024, 08:45 AM |
266
|
$785M
|
| Gray Wealth Management Inc. |
2024 Q3
|
10/23/2024, 08:45 AM |
141
|
$253M
|
| MIDLAND WEALTH ADVISORS LLC |
2024 Q3
|
10/23/2024, 08:43 AM |
191
|
$1.71B
|
| LMG Wealth Partners, LLC |
2024 Q3
|
10/23/2024, 08:42 AM |
123
|
$437M
|
| DEERE & CO |
2024 Q3
|
10/23/2024, 08:41 AM |
0
|
$0
|
| Joseph P. Lucia & Associates, LLC |
2024 Q3
|
10/23/2024, 08:41 AM |
136
|
$217M
|
| LIBRA WEALTH LLC |
2024 Q3
|
10/23/2024, 08:40 AM |
57
|
$250M
|
| Leading Edge Financial Planning LLC |
2024 Q3
|
10/23/2024, 08:38 AM |
55
|
$299M
|
| FFG RETIREMENT ADVISORS LLC |
2024 Q3
|
10/23/2024, 08:36 AM |
46
|
$154M
|
| Ergawealth Advisors, Inc. |
2024 Q3
|
10/23/2024, 08:33 AM |
60
|
$202M
|
| Dakota Wealth Management |
2024 Q3
|
10/23/2024, 08:31 AM |
724
|
$4.42B
|
| Compass Advisory Group LLC |
2024 Q3
|
10/23/2024, 08:26 AM |
71
|
$257M
|
| COMMONS CAPITAL, LLC |
2024 Q3
|
10/23/2024, 08:24 AM |
69
|
$90.6M
|
| CFM WEALTH PARTNERS LLC |
2024 Q3 - Restatement
|
10/23/2024, 08:22 AM |
143
|
$573M
|
| Aspire Capital Advisors LLC |
2024 Q3
|
10/23/2024, 08:18 AM |
79
|
$335M
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2024 Q3
|
10/23/2024, 08:16 AM |
100
|
$190M
|
| Yoder Wealth Management, Inc. |
2024 Q3
|
10/23/2024, 07:59 AM |
112
|
$167M
|
| WealthNavi Inc. |
2024 Q3
|
10/23/2024, 06:20 AM |
10
|
$8.74B
|
| Kaizen Investment Management Pte. Ltd. |
2024 Q3
|
10/22/2024, 09:15 PM |
1
|
$0
|
| BOCHK Asset Management Ltd |
2024 Q3
|
10/22/2024, 09:01 PM |
53
|
$336M
|
| IFM Investors Pty Ltd |
2024 Q3
|
10/22/2024, 08:01 PM |
681
|
$10.4B
|
| Walker Asset Management, LLC |
2024 Q3
|
10/22/2024, 07:03 PM |
143
|
$161M
|
| Mason & Associates Inc |
2024 Q3
|
10/22/2024, 06:38 PM |
109
|
$401M
|
| ROGCO, LP |
2024 Q3
|
10/22/2024, 06:15 PM |
240
|
$255M
|
| Taylor Frigon Capital Management LLC |
2024 Q3
|
10/22/2024, 06:11 PM |
88
|
$201M
|
| Mowery & Schoenfeld Wealth Management, LLC |
2024 Q3
|
10/22/2024, 06:04 PM |
234
|
$63M
|
| Ausbil Investment Management Ltd |
2024 Q3
|
10/22/2024, 06:02 PM |
74
|
$276M
|
| Bogart Wealth, LLC |
2024 Q3
|
10/22/2024, 06:17 PM |
1128
|
$2.11B
|
| Pinnacle West Asset Management, Inc. |
2024 Q3
|
10/22/2024, 06:16 PM |
113
|
$140M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2024 Q3
|
10/22/2024, 05:55 PM |
153
|
$3.61B
|
| American Institute for Advanced Investment Management, LLP |
2024 Q3
|
10/22/2024, 05:54 PM |
140
|
$140M
|
| McAdam, LLC |
2024 Q3
|
10/22/2024, 05:29 PM |
330
|
$1.78B
|
| MFA WEALTH ADVISORS, LLC |
2024 Q3
|
10/22/2024, 05:21 PM |
508
|
$457M
|
| RAM Investment Partners, LLC |
2024 Q3
|
10/22/2024, 05:17 PM |
90
|
$384M
|
| Monte Financial Group, LLC |
2024 Q3
|
10/22/2024, 05:15 PM |
83
|
$241M
|
| Fulcrum Capital LLC |
2024 Q3
|
10/22/2024, 05:11 PM |
109
|
$459M
|
| Wallington Asset Management, LLC |
2024 Q3
|
10/22/2024, 05:10 PM |
99
|
$718M
|
| COURIER CAPITAL LLC |
2024 Q3
|
10/22/2024, 05:03 PM |
357
|
$1.46B
|
| Eagle Bay Advisors LLC |
2024 Q3
|
10/22/2024, 05:00 PM |
1354
|
$261M
|
| Foundry Financial Group, Inc. |
2024 Q3
|
10/22/2024, 04:58 PM |
60
|
$160M
|
| Iron Horse Wealth Management, LLC |
2024 Q3
|
10/22/2024, 04:58 PM |
507
|
$293M
|
| AMS Capital Ltda |
2024 Q3
|
10/22/2024, 04:57 PM |
17
|
$574M
|
| Detalus Advisors, LLC |
2024 Q3
|
10/22/2024, 04:55 PM |
155
|
$301M
|
| Sprinkle Financial Consultants LLC |
2024 Q3
|
10/22/2024, 04:54 PM |
70
|
$140M
|
| Callan Capital, LLC |
2024 Q2 - New Holdings
|
10/22/2024, 04:53 PM |
313
|
$1.21B
|
| SEARLE & CO. |
2024 Q3
|
10/22/2024, 04:53 PM |
171
|
$401M
|
| Sterling Investment Counsel, LLC |
2024 Q3
|
10/22/2024, 04:53 PM |
173
|
$281M
|
| David Kennon Inc |
2024 Q3
|
10/22/2024, 04:52 PM |
34
|
$254M
|
| BetterWealth, LLC |
2024 Q3
|
10/22/2024, 04:51 PM |
63
|
$338M
|
| BRIGHTON JONES LLC |
2024 Q3
|
10/22/2024, 04:51 PM |
579
|
$2.66B
|
| Tanager Wealth Management LLP |
2024 Q3
|
10/22/2024, 04:50 PM |
109
|
$743M
|
| SimpliFi, Inc. |
2024 Q3
|
10/22/2024, 04:49 PM |
41
|
$226M
|
| Onyx Financial Advisors, LLC |
2024 Q3
|
10/22/2024, 04:49 PM |
16
|
$182M
|
| YHB Investment Advisors, Inc. |
2024 Q3
|
10/22/2024, 04:49 PM |
280
|
$1.21B
|
| Spectrum Asset Management, Inc. (NB/CA) |
2024 Q3
|
10/22/2024, 04:48 PM |
94
|
$236M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2024 Q3
|
10/22/2024, 04:47 PM |
1820
|
$4.62B
|
| Capital Investment Counsel, Inc |
2024 Q3
|
10/22/2024, 04:46 PM |
226
|
$697M
|