| Pegasus Asset Management, Inc. |
2024 Q3
|
10/21/2024, 12:58 PM |
70
|
$261M
|
| Palouse Capital Management, Inc. |
2024 Q3
|
10/21/2024, 12:57 PM |
122
|
$158M
|
| EASTERN BANK |
2024 Q3
|
10/21/2024, 12:55 PM |
918
|
$5.58B
|
| My Legacy Advisors, LLC |
2024 Q3
|
10/21/2024, 12:54 PM |
195
|
$253M
|
| Xcel Wealth Management, LLC |
2024 Q3
|
10/21/2024, 12:53 PM |
126
|
$342M
|
| WARNER FINANCIAL, INC |
2024 Q3
|
10/21/2024, 12:52 PM |
114
|
$226M
|
| Sierra Capital LLC |
2024 Q3
|
10/21/2024, 12:52 PM |
195
|
$838M
|
| SIGNATUREFD, LLC |
2024 Q3
|
10/21/2024, 12:47 PM |
3220
|
$5.24B
|
| WHITTIER TRUST CO OF NEVADA INC |
2024 Q3
|
10/21/2024, 12:45 PM |
1344
|
$3.87B
|
| WHITTIER TRUST CO |
2024 Q3
|
10/21/2024, 12:42 PM |
1547
|
$7.47B
|
| CRITERION CAPITAL ADVISORS, LLC |
2024 Q3
|
10/21/2024, 12:40 PM |
348
|
$157M
|
| Stewardship Advisors, LLC |
2024 Q3
|
10/21/2024, 12:35 PM |
143
|
$354M
|
| Western Financial Corp/CA |
2024 Q3
|
10/21/2024, 12:31 PM |
120
|
$176M
|
| Courage Miller Partners, LLC |
2024 Q3
|
10/21/2024, 12:30 PM |
81
|
$297M
|
| Strategic Investment Advisors / MI |
2024 Q3
|
10/21/2024, 12:30 PM |
239
|
$913M
|
| Kellett Wealth Advisors, LLC |
2024 Q3
|
10/21/2024, 12:30 PM |
70
|
$140M
|
| Wealth Management Partners, LLC |
2024 Q3
|
10/21/2024, 12:29 PM |
111
|
$216M
|
| Crocodile Capital Partners GmbH |
2024 Q3
|
10/21/2024, 12:29 PM |
7
|
$70.9M
|
| BLODGETT WEALTH ADVISORS, LLC |
2024 Q3
|
10/21/2024, 12:28 PM |
59
|
$119M
|
| Symphony Financial, Ltd. Co. |
2024 Q3
|
10/21/2024, 12:28 PM |
224
|
$604M
|
| PEAVINE CAPITAL, LLC |
2024 Q3
|
10/21/2024, 12:28 PM |
10
|
$409M
|
| RBA Wealth Management, LLC |
2024 Q3
|
10/21/2024, 12:27 PM |
88
|
$259M
|
| Waldron Private Wealth LLC |
2024 Q3
|
10/21/2024, 12:26 PM |
490
|
$2.41B
|
| Leo Wealth, LLC |
2024 Q3
|
10/21/2024, 12:26 PM |
348
|
$1.09B
|
| Spartan Fund Management Inc. |
2024 Q3
|
10/21/2024, 12:24 PM |
86
|
$33.2M
|
| Hofer & Associates. Inc |
2024 Q3
|
10/21/2024, 12:23 PM |
60
|
$145M
|
| WT Wealth Management |
2024 Q3
|
10/21/2024, 12:21 PM |
129
|
$249M
|
| Christensen, King & Associates Investment Services, Inc. |
2024 Q3
|
10/21/2024, 12:21 PM |
99
|
$212M
|
| My Personal CFO, LLC |
2024 Q3
|
10/21/2024, 12:19 PM |
88
|
$182M
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2024 Q3
|
10/21/2024, 12:11 PM |
62
|
$1.36B
|
| WENDELL DAVID ASSOCIATES INC |
2024 Q3
|
10/21/2024, 12:03 PM |
160
|
$1.05B
|
| MARIPAU WEALTH MANAGEMENT LLC |
2024 Q3
|
10/21/2024, 12:01 PM |
50
|
$115M
|
| KICKSTAND VENTURES, LLC. |
2024 Q3
|
10/21/2024, 11:54 AM |
89
|
$392M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2024 Q3
|
10/21/2024, 11:50 AM |
34
|
$178M
|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2024 Q3
|
10/21/2024, 11:48 AM |
48
|
$721M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/21/2024, 11:47 AM |
110
|
$176M
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2024 Q3
|
10/21/2024, 11:47 AM |
663
|
$1.4B
|
| LPF Advisors LLC |
2024 Q3
|
10/21/2024, 11:44 AM |
37
|
$117M
|
| Total Clarity Wealth Management, Inc. |
2024 Q3
|
10/21/2024, 11:43 AM |
258
|
$311M
|
| RMR Wealth Builders |
2024 Q3
|
10/21/2024, 11:41 AM |
260
|
$944M
|
| BTC Capital Management, Inc. |
2024 Q3
|
10/21/2024, 11:38 AM |
210
|
$1.12B
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2024 Q3
|
10/21/2024, 11:37 AM |
22
|
$8.21B
|
| WT Wealth Management |
2024 Q2
|
10/21/2024, 11:36 AM |
121
|
$293M
|
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2024 Q3
|
10/21/2024, 11:31 AM |
18
|
$92.5M
|
| Rempart Asset Management Inc. |
2024 Q3
|
10/21/2024, 11:28 AM |
36
|
$538M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2024 Q3
|
10/21/2024, 11:27 AM |
24
|
$61.9M
|
| WT Wealth Management |
2024 Q1
|
10/21/2024, 11:23 AM |
112
|
$280M
|
| Custos Family Office, LLC |
2024 Q3
|
10/21/2024, 11:23 AM |
55
|
$276M
|
| BANQUE PICTET & CIE SA |
2024 Q3
|
10/21/2024, 11:11 AM |
282
|
$10.1B
|
| Triad Wealth Partners, LLC |
2024 Q3
|
10/21/2024, 10:57 AM |
47
|
$188M
|
| Bellecapital International Ltd. |
2024 Q3
|
10/21/2024, 10:49 AM |
159
|
$504M
|
| Suncoast Equity Management |
2024 Q3
|
10/21/2024, 10:44 AM |
74
|
$877M
|
| Arlington Partners LLC |
2024 Q3
|
10/21/2024, 10:40 AM |
58
|
$256M
|
| Wealth Advisory Solutions, LLC |
2024 Q3
|
10/21/2024, 10:34 AM |
122
|
$363M
|
| Benin Management CORP |
2024 Q3
|
10/21/2024, 10:34 AM |
124
|
$356M
|
| PRIO WEALTH LIMITED PARTNERSHIP |
2024 Q3
|
10/21/2024, 10:33 AM |
266
|
$3.41B
|
| Mills Wealth Advisors LLC |
2024 Q3
|
10/21/2024, 10:16 AM |
55
|
$145M
|
| Crew Capital Management, Ltd. |
2024 Q3
|
10/21/2024, 10:14 AM |
132
|
$125M
|
| Robinson Value Management, Ltd. |
2024 Q3
|
10/21/2024, 10:10 AM |
72
|
$154M
|
| AIFG Consultants Ltd. |
2024 Q3
|
10/21/2024, 10:06 AM |
51
|
$132M
|
| Cannon Financial Strategists, Inc. |
2024 Q3 - Restatement
|
10/21/2024, 10:05 AM |
98
|
$572M
|
| Sharkey, Howes & Javer |
2024 Q3
|
10/21/2024, 09:58 AM |
143
|
$702M
|
| PRENTISS SMITH & CO INC |
2024 Q3
|
10/21/2024, 09:56 AM |
69
|
$156M
|
| Sightline Wealth Advisors, LLC |
2024 Q3
|
10/21/2024, 09:48 AM |
83
|
$181M
|
| CarsonAllaria Wealth Management, Ltd. |
2024 Q3
|
10/21/2024, 09:45 AM |
395
|
$174M
|
| James Hambro & Partners LLP |
2024 Q3
|
10/21/2024, 09:45 AM |
56
|
$2.4B
|
| TOTH FINANCIAL ADVISORY CORP |
2024 Q3
|
10/21/2024, 09:41 AM |
704
|
$847M
|
| WEALTH EFFECTS LLC |
2024 Q3
|
10/21/2024, 09:41 AM |
217
|
$285M
|
| Clarus Group, Inc. |
2024 Q3
|
10/21/2024, 09:39 AM |
111
|
$237M
|
| Financial Symmetry Inc |
2024 Q3
|
10/21/2024, 09:39 AM |
46
|
$143M
|
| MARINO, STRAM & ASSOCIATES LLC |
2024 Q3
|
10/21/2024, 09:36 AM |
168
|
$448M
|
| Castleview Partners, LLC |
2024 Q3 - Restatement
|
10/21/2024, 09:34 AM |
543
|
$173M
|
| MBE Wealth Management, LLC |
2024 Q3
|
10/21/2024, 09:32 AM |
99
|
$181M
|
| LITTLE HOUSE CAPITAL LLC |
2024 Q3
|
10/21/2024, 09:28 AM |
111
|
$349M
|
| KENNEDY INVESTMENT GROUP |
2024 Q3
|
10/21/2024, 09:26 AM |
122
|
$217M
|
| GERBER, LLC |
2024 Q3
|
10/21/2024, 09:25 AM |
95
|
$136M
|
| NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd |
2024 Q3
|
10/21/2024, 09:23 AM |
1
|
$33M
|
| Genesee Capital Advisors, LLC |
2024 Q3
|
10/21/2024, 09:21 AM |
125
|
$208M
|
| DENVER WEALTH MANAGEMENT, INC. |
2024 Q3
|
10/21/2024, 09:19 AM |
87
|
$216M
|
| CARL STUART INVESTMENT ADVISOR, INC |
2024 Q3 - Restatement
|
10/21/2024, 09:17 AM |
16
|
$178M
|
| Cassia Capital Partners, LLC |
2024 Q3
|
10/21/2024, 09:15 AM |
57
|
$151M
|
| Bluesphere Advisors, LLC |
2024 Q3
|
10/21/2024, 09:12 AM |
99
|
$202M
|
| Berry Wealth Group, LP |
2024 Q3
|
10/21/2024, 09:10 AM |
97
|
$140M
|
| EVERENCE CAPITAL MANAGEMENT INC |
2024 Q3
|
10/21/2024, 09:10 AM |
748
|
$1.59B
|
| ASSET PLANNING CORPORATION |
2024 Q3
|
10/21/2024, 09:08 AM |
45
|
$153M
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
2024 Q3
|
10/21/2024, 09:06 AM |
41
|
$773M
|
| 1858 WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/21/2024, 09:05 AM |
122
|
$122M
|
| Cedar Brook Financial Partners, LLC |
2024 Q3
|
10/21/2024, 09:01 AM |
3
|
$698K
|
| Mandatum Life Insurance Co Ltd |
2024 Q3
|
10/21/2024, 08:59 AM |
84
|
$326M
|
| RETIREMENT GUYS FORMULA LLC |
2024 Q3
|
10/21/2024, 08:51 AM |
128
|
$215M
|
| Border to Coast Pensions Partnership Ltd |
2024 Q3
|
10/21/2024, 08:42 AM |
86
|
$4.9B
|
| TB Alternative Assets Ltd. |
2024 Q3
|
10/21/2024, 06:13 AM |
40
|
$421M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2024 Q3
|
10/18/2024, 07:59 PM |
57
|
$132M
|
| KPCB DGF II Associates, LLC |
2024 Q3
|
10/18/2024, 07:55 PM |
2
|
$116M
|
| McElhenny Sheffield Capital Management, LLC |
2024 Q3
|
10/18/2024, 07:30 PM |
101
|
$305M
|
| Trilogy Capital Inc. |
2024 Q3
|
10/18/2024, 07:24 PM |
324
|
$1.98B
|
| Barden Capital Management, Inc. |
2024 Q3
|
10/18/2024, 07:21 PM |
59
|
$114M
|
| Koss-Olinger Consulting, LLC |
2024 Q3
|
10/18/2024, 07:09 PM |
276
|
$1.15B
|
| Gilliland Jeter Wealth Management LLC |
2024 Q3 - New Holdings
|
10/18/2024, 06:12 PM |
665
|
$310M
|
| Echo Wealth Management, LLC |
2024 Q3
|
10/18/2024, 06:09 PM |
48
|
$143M
|