| MARYLAND CAPITAL ADVISORS INC. |
2024 Q3
|
10/22/2024, 10:03 AM |
243
|
$206M
|
| Corundum Trust Company, INC |
2024 Q3
|
10/22/2024, 09:56 AM |
52
|
$36.3M
|
| Foresight Group Ltd Liability Partnership |
2024 Q3
|
10/22/2024, 09:45 AM |
33
|
$32.1M
|
| Weaver Capital Management LLC |
2024 Q3
|
10/22/2024, 09:42 AM |
171
|
$333M
|
| Marietta Wealth Management, LLC |
2024 Q3
|
10/22/2024, 09:26 AM |
109
|
$688M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2024 Q3
|
10/22/2024, 09:25 AM |
159
|
$234M
|
| Global X Japan Co., Ltd. |
2024 Q3
|
10/22/2024, 09:20 AM |
287
|
$782M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2024 Q3
|
10/22/2024, 09:16 AM |
583
|
$102M
|
| LECAP ASSET MANAGEMENT LTD |
2024 Q3
|
10/22/2024, 08:58 AM |
297
|
$463M
|
| Bank Pictet & Cie (Europe) AG |
2024 Q3
|
10/22/2024, 08:19 AM |
153
|
$4.23B
|
| Metropolis Capital Ltd |
2024 Q3
|
10/22/2024, 07:28 AM |
16
|
$2.89B
|
| Pictet North America Advisors SA |
2024 Q3
|
10/22/2024, 06:13 AM |
142
|
$1.01B
|
| Stanley-Laman Group, Ltd. |
2024 Q3
|
10/21/2024, 09:49 PM |
292
|
$710M
|
| FSC Wealth Advisors, LLC |
2024 Q3
|
10/21/2024, 08:29 PM |
293
|
$139M
|
| Westhampton Capital, LLC |
2024 Q3
|
10/21/2024, 06:22 PM |
115
|
$197M
|
| Accordant Advisory Group Inc |
2024 Q3
|
10/21/2024, 08:28 PM |
144
|
$125M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2024 Q3
|
10/21/2024, 06:19 PM |
104
|
$218M
|
| Sebold Capital Management, Inc. |
2024 Q3
|
10/21/2024, 05:46 PM |
69
|
$152M
|
| CPA Asset Management LLC |
2024 Q3
|
10/21/2024, 05:37 PM |
77
|
$196M
|
| Telos Capital Management, Inc. |
2024 Q3
|
10/21/2024, 05:17 PM |
196
|
$953M
|
| SHARIAPORTFOLIO, INC. |
2024 Q3
|
10/21/2024, 05:15 PM |
31
|
$188M
|
| Ledyard National Bank |
2024 Q3
|
10/21/2024, 05:12 PM |
221
|
$1.09B
|
| Jump Financial, LLC |
2023 Q4 - New Holdings
|
10/21/2024, 05:12 PM |
77
|
$57.8M
|
| Jump Financial, LLC |
2023 Q4 - Restatement
|
10/21/2024, 05:11 PM |
1724
|
$3.04B
|
| Jump Financial, LLC |
2023 Q3 - New Holdings
|
10/21/2024, 05:09 PM |
51
|
$39.7M
|
| Winch Advisory Services, LLC |
2024 Q3
|
10/21/2024, 05:08 PM |
459
|
$362M
|
| Jump Financial, LLC |
2023 Q3 - Restatement
|
10/21/2024, 05:08 PM |
1780
|
$2.64B
|
| Trellis Wealth Advisors LLC |
2024 Q3
|
10/21/2024, 05:08 PM |
30
|
$200M
|
| Jump Financial, LLC |
2023 Q2 - New Holdings
|
10/21/2024, 05:07 PM |
63
|
$50.9M
|
| Jump Financial, LLC |
2023 Q2 - Restatement
|
10/21/2024, 05:06 PM |
1746
|
$2.6B
|
| Roof Eidam Maycock Peralta, LLC |
2024 Q3
|
10/21/2024, 05:05 PM |
127
|
$393M
|
| Kaye Capital Management |
2024 Q3
|
10/21/2024, 05:04 PM |
39
|
$249M
|
| Jump Financial, LLC |
2023 Q1 - New Holdings
|
10/21/2024, 05:04 PM |
59
|
$52.7M
|
| Precision Wealth Strategies, LLC |
2024 Q3
|
10/21/2024, 05:03 PM |
106
|
$108M
|
| Jump Financial, LLC |
2023 Q1 - Restatement
|
10/21/2024, 05:03 PM |
1513
|
$2.37B
|
| Copeland Capital Management, LLC |
2024 Q3
|
10/21/2024, 05:00 PM |
279
|
$5.75B
|
| Horst & Graben Wealth Management LLC |
2024 Q3
|
10/21/2024, 04:53 PM |
154
|
$557M
|
| Integrity Wealth Solutions LLC |
2024 Q3
|
10/21/2024, 04:48 PM |
92
|
$171M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2024 Q3
|
10/21/2024, 04:47 PM |
44
|
$261M
|
| WJ Interests, LLC |
2024 Q3
|
10/21/2024, 04:40 PM |
21
|
$227M
|
| Evernest Financial Advisors, LLC |
2024 Q3
|
10/21/2024, 04:38 PM |
162
|
$371M
|
| Community Financial Services Group, LLC |
2024 Q3
|
10/21/2024, 04:35 PM |
123
|
$489M
|
| PLIMOTH TRUST CO LLC |
2024 Q3
|
10/21/2024, 04:34 PM |
159
|
$397M
|
| Venture Visionary Partners LLC |
2024 Q3
|
10/21/2024, 04:31 PM |
542
|
$2.29B
|
| Oldfield Partners LLP |
2024 Q3
|
10/21/2024, 04:30 PM |
30
|
$473M
|
| MPS Loria Financial Planners, LLC |
2024 Q3
|
10/21/2024, 04:29 PM |
82
|
$336M
|
| LDR Capital Management LLC |
2024 Q3
|
10/21/2024, 04:27 PM |
33
|
$89.8M
|
| GRACE & WHITE INC /NY |
2024 Q3
|
10/21/2024, 04:24 PM |
129
|
$554M
|
| BUILDER INVESTMENT GROUP INC /ADV |
2024 Q3
|
10/21/2024, 04:24 PM |
102
|
$372M
|
| Courant Investment Management LLC |
2024 Q3
|
10/21/2024, 04:21 PM |
9
|
$119M
|
| FINANCIAL LIFE ADVISORS |
2024 Q3
|
10/21/2024, 04:17 PM |
48
|
$265M
|
| Foundations Investment Advisors, LLC |
2024 Q3
|
10/21/2024, 04:13 PM |
816
|
$4.76B
|
| MONUMENTAL FINANCIAL GROUP INC. |
2024 Q3
|
10/21/2024, 04:11 PM |
42
|
$270M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2024 Q3
|
10/21/2024, 04:11 PM |
195
|
$269M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2024 Q3
|
10/21/2024, 04:09 PM |
55
|
$223M
|
| Integrity Financial Corp /WA |
2024 Q3
|
10/21/2024, 04:09 PM |
219
|
$170M
|
| FINANCIAL CONSULATE, INC |
2024 Q3
|
10/21/2024, 04:08 PM |
34
|
$377M
|
| Waterway Wealth Management, LLC |
2024 Q3
|
10/21/2024, 04:06 PM |
73
|
$233M
|
| Raleigh Capital Management Inc. |
2024 Q3
|
10/21/2024, 04:02 PM |
993
|
$259M
|
| Jade Capital Advisors, LLC |
2024 Q3
|
10/21/2024, 04:02 PM |
95
|
$153M
|
| GFG Capital, LLC |
2024 Q3
|
10/21/2024, 04:02 PM |
96
|
$140M
|
| Defender Capital, LLC. |
2024 Q3
|
10/21/2024, 03:50 PM |
35
|
$301M
|
| Maple Capital Management, Inc. |
2024 Q3
|
10/21/2024, 03:49 PM |
111
|
$1.31B
|
| Krane Funds Advisors LLC |
2024 Q3 - Restatement
|
10/21/2024, 03:40 PM |
96
|
$2.78B
|
| Tull Financial Group, Inc. |
2024 Q3
|
10/21/2024, 03:40 PM |
26
|
$164M
|
| RFP Financial Group LLC |
2024 Q3
|
10/21/2024, 03:29 PM |
106
|
$307M
|
| HOME FEDERAL BANK OF TENNESSEE |
2024 Q3
|
10/21/2024, 03:23 PM |
80
|
$350M
|
| Kessler Investment Group, LLC |
2024 Q3
|
10/21/2024, 03:18 PM |
188
|
$195M
|
| Fortis Group Advisors, LLC |
2024 Q3
|
10/21/2024, 03:16 PM |
496
|
$541M
|
| DeDora Capital, Inc. |
2024 Q3
|
10/21/2024, 03:14 PM |
108
|
$358M
|
| SWEENEY & MICHEL, LLC |
2024 Q3
|
10/21/2024, 03:13 PM |
121
|
$254M
|
| U S GLOBAL INVESTORS INC |
2024 Q3
|
10/21/2024, 03:11 PM |
130
|
$1.04B
|
| CALTON & ASSOCIATES, INC. |
2024 Q3 - Restatement
|
10/21/2024, 03:11 PM |
241
|
$261M
|
| MONEYWISE, INC. |
2024 Q3
|
10/21/2024, 03:01 PM |
60
|
$203M
|
| Oakworth Capital, Inc. |
2024 Q3
|
10/21/2024, 03:01 PM |
668
|
$1.44B
|
| Rodgers & Associates, LTD |
2024 Q3
|
10/21/2024, 02:51 PM |
95
|
$838M
|
| HARBOR ADVISORY CORP /MA/ |
2024 Q3
|
10/21/2024, 02:50 PM |
90
|
$306M
|
| Sky Investment Group LLC |
2024 Q3
|
10/21/2024, 02:49 PM |
140
|
$557M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/21/2024, 02:48 PM |
8
|
$50.8M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2024 Q3
|
10/21/2024, 02:40 PM |
176
|
$991M
|
| SURIENCE PRIVATE WEALTH LLC |
2024 Q3
|
10/21/2024, 02:37 PM |
27
|
$97.8M
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2024 Q3
|
10/21/2024, 02:33 PM |
60
|
$270M
|
| Stash Investments, LLC |
2024 Q3
|
10/21/2024, 02:31 PM |
5
|
$169M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2024 Q3
|
10/21/2024, 02:28 PM |
51
|
$195M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2024 Q3
|
10/21/2024, 02:22 PM |
722
|
$1.82B
|
| Mattern Wealth Management LLC |
2024 Q3
|
10/21/2024, 02:22 PM |
174
|
$455M
|
| DOCK STREET ASSET MANAGEMENT INC |
2024 Q3
|
10/21/2024, 02:20 PM |
47
|
$741M
|
| ARGUS INVESTORS' COUNSEL, INC. |
2024 Q3
|
10/21/2024, 02:18 PM |
111
|
$153M
|
| HILLMAN CO |
2024 Q3
|
10/21/2024, 02:18 PM |
13
|
$229M
|
| Cetera Trust Company, N.A |
2024 Q3
|
10/21/2024, 02:15 PM |
400
|
$164M
|
| VICUS CAPITAL |
2024 Q3
|
10/21/2024, 02:03 PM |
223
|
$1.13B
|
| Eaton-Cambridge Inc. |
2024 Q3
|
10/21/2024, 01:54 PM |
30
|
$211M
|
| NORTHWEST INVESTMENT COUNSELORS, LLC |
2024 Q3
|
10/21/2024, 01:52 PM |
624
|
$442M
|
| Livelsberger Financial Advisory |
2024 Q3
|
10/21/2024, 01:52 PM |
80
|
$4.77M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2024 Q3
|
10/21/2024, 01:48 PM |
71
|
$126M
|
| Sequoia Financial Advisors, LLC |
2024 Q3
|
10/21/2024, 01:37 PM |
1274
|
$9.32B
|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
2024 Q3
|
10/21/2024, 01:36 PM |
52
|
$469M
|
| LB Partners LLC |
2024 Q3
|
10/21/2024, 01:24 PM |
22
|
$115M
|
| Palouse Capital Management, Inc. |
2024 Q3 - Restatement
|
10/21/2024, 01:14 PM |
122
|
$158M
|
| Carolina Wealth Advisors, LLC |
2024 Q3
|
10/21/2024, 01:03 PM |
338
|
$197M
|