| Corundum Group, Inc. |
2024 Q3
|
10/18/2024, 05:37 PM |
99
|
$219M
|
| Generate Investment Management Ltd |
2024 Q3
|
10/17/2024, 06:02 PM |
72
|
$1.5B
|
| Badgley Phelps Wealth Managers, LLC |
2024 Q3
|
10/17/2024, 05:46 PM |
290
|
$4.3B
|
| Casdin Capital, LLC |
2024 Q2 - Restatement
|
10/18/2024, 05:25 PM |
38
|
$1.31B
|
| Meridiem Investment Management Ltd. |
2024 Q3
|
10/18/2024, 05:21 PM |
65
|
$5.62B
|
| KRAFT ASSET MANAGEMENT, LLC |
2024 Q3
|
10/18/2024, 05:19 PM |
48
|
$128M
|
| Clarity Wealth Advisors, LLC |
2024 Q3
|
10/18/2024, 05:16 PM |
94
|
$344M
|
| SEAMOUNT FINANCIAL GROUP INC |
2024 Q3
|
10/18/2024, 05:16 PM |
92
|
$133M
|
| EVERETT HARRIS & CO /CA/ |
2024 Q3
|
10/18/2024, 05:15 PM |
270
|
$8.06B
|
| CROSSPOINT FINANCIAL, LLC |
2024 Q3
|
10/18/2024, 05:15 PM |
25
|
$29.1M
|
| Beach Point Capital Management LP |
2024 Q3
|
10/18/2024, 05:15 PM |
8
|
$297M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2024 Q3
|
10/18/2024, 05:07 PM |
328
|
$4.74B
|
| INTECH INVESTMENT MANAGEMENT LLC |
2023 Q4 - Restatement
|
10/18/2024, 05:07 PM |
689
|
$6.86B
|
| INTECH INVESTMENT MANAGEMENT LLC |
2023 Q3 - Restatement
|
10/18/2024, 05:06 PM |
704
|
$6.78B
|
| INTECH INVESTMENT MANAGEMENT LLC |
2023 Q2 - Restatement
|
10/18/2024, 05:05 PM |
702
|
$9.71B
|
| INTECH INVESTMENT MANAGEMENT LLC |
2023 Q1 - Restatement
|
10/18/2024, 05:01 PM |
683
|
$12.4B
|
| BONNESS ENTERPRISES INC |
2024 Q3
|
10/18/2024, 05:00 PM |
37
|
$301M
|
| TriaGen Wealth Management LLC |
2024 Q3
|
10/18/2024, 04:49 PM |
171
|
$299M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2024 Q3
|
10/18/2024, 04:45 PM |
151
|
$1.21B
|
| Harfst & Associates, Inc. |
2024 Q3
|
10/18/2024, 04:41 PM |
95
|
$445M
|
| First Bancorp, Inc /ME/ |
2024 Q3
|
10/18/2024, 04:40 PM |
120
|
$144M
|
| BlueDrive Global Investors LLP |
2024 Q3
|
10/18/2024, 04:38 PM |
10
|
$85.4M
|
| SANDER CAPITAL ADVISORS INC |
2024 Q3
|
10/18/2024, 04:35 PM |
15
|
$216M
|
| E&G Advisors, LP |
2024 Q3
|
10/18/2024, 04:29 PM |
217
|
$361M
|
| New Perspectives, Inc |
2024 Q3
|
10/18/2024, 04:26 PM |
37
|
$188M
|
| AA Financial Advisors, LLC |
2024 Q3
|
10/18/2024, 04:22 PM |
170
|
$345M
|
| Alta Wealth Advisors LLC |
2024 Q3
|
10/18/2024, 04:21 PM |
133
|
$219M
|
| Baron Financial Group, LLC |
2024 Q3
|
10/18/2024, 04:18 PM |
47
|
$164M
|
| Bigelow Investment Advisors, LLC |
2024 Q3
|
10/18/2024, 04:17 PM |
155
|
$224M
|
| Chicago Capital, LLC |
2024 Q3
|
10/18/2024, 04:15 PM |
311
|
$3.6B
|
| Glenorchy Capital Ltd |
2024 Q3
|
10/18/2024, 04:13 PM |
62
|
$133M
|
| Embree Financial Group |
2024 Q3
|
10/18/2024, 04:12 PM |
195
|
$561M
|
| KFA Private Wealth Group, LLC |
2024 Q3
|
10/18/2024, 04:12 PM |
82
|
$210M
|
| Etesian Wealth Advisors, Inc. |
2024 Q3
|
10/18/2024, 04:11 PM |
140
|
$221M
|
| Northside Capital Management, LLC |
2024 Q3
|
10/18/2024, 04:09 PM |
122
|
$640M
|
| Fortress Wealth Management, Inc. |
2024 Q3
|
10/18/2024, 04:07 PM |
70
|
$200M
|
| KENNEDY LEWIS MANAGEMENT LP |
2024 Q3
|
10/18/2024, 04:04 PM |
6
|
$21.9M
|
| Integris Wealth Management, LLC |
2024 Q3
|
10/18/2024, 04:03 PM |
104
|
$358M
|
| Key Client Fiduciary Advisors, LLC |
2024 Q3
|
10/18/2024, 04:02 PM |
194
|
$220M
|
| Pelham Capital Ltd. |
2024 Q3
|
10/18/2024, 04:01 PM |
9
|
$149M
|
| Marks Wealth, LLC |
2024 Q3
|
10/18/2024, 04:00 PM |
27
|
$233M
|
| New Century Financial Group, LLC |
2024 Q3
|
10/18/2024, 03:59 PM |
311
|
$273M
|
| Powers Advisory Group, LLC |
2024 Q3
|
10/18/2024, 03:57 PM |
98
|
$200M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2024 Q3
|
10/18/2024, 03:54 PM |
59
|
$243M
|
| Benchmark Wealth Management, LLC |
2024 Q3
|
10/18/2024, 03:53 PM |
54
|
$202M
|
| Resonant Capital Advisors, LLC |
2024 Q3
|
10/18/2024, 03:52 PM |
352
|
$1.36B
|
| Revolve Wealth Partners, LLC |
2024 Q3
|
10/18/2024, 03:50 PM |
191
|
$655M
|
| Veracity Capital LLC |
2024 Q3
|
10/18/2024, 03:48 PM |
202
|
$262M
|
| Verde Capital Management |
2024 Q3
|
10/18/2024, 03:47 PM |
52
|
$333M
|
| Cannon Financial Strategists, Inc. |
2019 Q4 - Restatement
|
10/18/2024, 03:46 PM |
50
|
$153M
|
| Spectrum Financial Alliance Ltd LLC |
2024 Q3
|
10/18/2024, 03:46 PM |
19
|
$279M
|
| Wealth Alliance Advisory Group, LLC |
2024 Q3
|
10/18/2024, 03:46 PM |
193
|
$476M
|
| McBroom & Associates, LLC |
2024 Q3
|
10/18/2024, 03:46 PM |
34
|
$163M
|
| Waypoint Capital Advisors, LLC |
2024 Q3
|
10/18/2024, 03:45 PM |
127
|
$470M
|
| Warren Street Wealth Advisors, LLC |
2024 Q3
|
10/18/2024, 03:43 PM |
107
|
$242M
|
| WestHill Financial Advisors, Inc. |
2024 Q3
|
10/18/2024, 03:42 PM |
75
|
$446M
|
| Whitaker-Myers Wealth Managers, LTD. |
2024 Q3
|
10/18/2024, 03:41 PM |
106
|
$301M
|
| Cannon Financial Strategists, Inc. |
2020 Q1 - Restatement
|
10/18/2024, 03:40 PM |
47
|
$134M
|
| Cannon Financial Strategists, Inc. |
2020 Q2 - Restatement
|
10/18/2024, 03:34 PM |
53
|
$166M
|
| Cadent Capital Advisors, LLC |
2024 Q3
|
10/18/2024, 03:34 PM |
154
|
$294M
|
| BluePointe Capital Management, LLC |
2024 Q2
|
10/18/2024, 03:32 PM |
86
|
$149M
|
| BluePointe Capital Management, LLC |
2024 Q1
|
10/18/2024, 03:31 PM |
87
|
$146M
|
| Werba Rubin Papier Wealth Management |
2024 Q3
|
10/18/2024, 03:30 PM |
193
|
$426M
|
| CNB Bank |
2024 Q3
|
10/18/2024, 03:30 PM |
527
|
$216M
|
| BluePointe Capital Management, LLC |
2023 Q4
|
10/18/2024, 03:30 PM |
87
|
$132M
|
| Cannon Financial Strategists, Inc. |
2020 Q4 - Restatement
|
10/18/2024, 03:28 PM |
57
|
$205M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2024 Q3
|
10/18/2024, 03:25 PM |
150
|
$1.25B
|
| Cannon Financial Strategists, Inc. |
2021 Q2 - Restatement
|
10/18/2024, 03:19 PM |
61
|
$252M
|
| DMC Group, LLC |
2024 Q3
|
10/18/2024, 03:16 PM |
132
|
$124M
|
| CEDRUS LLC |
2024 Q3
|
10/18/2024, 03:14 PM |
182
|
$270M
|
| MEANS INVESTMENT CO., INC. |
2024 Q3
|
10/18/2024, 03:12 PM |
203
|
$900M
|
| Cannon Financial Strategists, Inc. |
2021 Q3 - Restatement
|
10/18/2024, 03:07 PM |
64
|
$258M
|
| Cyndeo Wealth Partners, LLC |
2024 Q3
|
10/18/2024, 03:00 PM |
444
|
$1.43B
|
| Cannon Financial Strategists, Inc. |
2021 Q4 - Restatement
|
10/18/2024, 02:59 PM |
62
|
$278M
|
| Hardin Capital Partners, LLC |
2024 Q3
|
10/18/2024, 02:54 PM |
118
|
$174M
|
| PURE PORTFOLIOS HOLDINGS LLC |
2024 Q3
|
10/18/2024, 02:49 PM |
105
|
$265M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2024 Q3
|
10/18/2024, 02:46 PM |
60
|
$135M
|
| Cannon Financial Strategists, Inc. |
2022 Q1 - Restatement
|
10/18/2024, 02:44 PM |
65
|
$277M
|
| Bernardo Wealth Planning LLC |
2024 Q3
|
10/18/2024, 02:42 PM |
114
|
$411M
|
| Stephens Consulting, LLC |
2024 Q3
|
10/18/2024, 02:38 PM |
511
|
$390M
|
| Cannon Financial Strategists, Inc. |
2022 Q2 - Restatement
|
10/18/2024, 02:38 PM |
71
|
$258M
|
| Martel Wealth Advisors Inc |
2020 Q3
|
10/18/2024, 02:35 PM |
40
|
$308M
|
| Martel Wealth Advisors Inc |
2020 Q2
|
10/18/2024, 02:35 PM |
41
|
$289M
|
| Martel Wealth Advisors Inc |
2020 Q1
|
10/18/2024, 02:35 PM |
40
|
$256M
|
| Martel Wealth Advisors Inc |
2019 Q4
|
10/18/2024, 02:35 PM |
41
|
$290M
|
| Martel Wealth Advisors Inc |
2019 Q3
|
10/18/2024, 02:35 PM |
38
|
$277M
|
| Martel Wealth Advisors Inc |
2019 Q2
|
10/18/2024, 02:35 PM |
39
|
$274M
|
| Martel Wealth Advisors Inc |
2019 Q1
|
10/18/2024, 02:35 PM |
37
|
$266M
|
| Martel Wealth Advisors Inc |
2018 Q4
|
10/18/2024, 02:35 PM |
39
|
$243M
|
| Martel Wealth Advisors Inc |
2018 Q3
|
10/18/2024, 02:35 PM |
37
|
$263M
|
| Cannon Financial Strategists, Inc. |
2022 Q3 - Restatement
|
10/18/2024, 02:32 PM |
65
|
$254M
|
| Madison Park Capital Advisors, LLC |
2024 Q3
|
10/18/2024, 02:32 PM |
75
|
$133M
|
| Cannon Financial Strategists, Inc. |
2022 Q4 - Restatement
|
10/18/2024, 02:25 PM |
65
|
$274M
|
| OLD NATIONAL BANCORP /IN/ |
2024 Q3
|
10/18/2024, 02:24 PM |
646
|
$4.33B
|
| Essex LLC |
2024 Q3
|
10/18/2024, 02:15 PM |
168
|
$488M
|
| Cannon Financial Strategists, Inc. |
2023 Q3 - Restatement
|
10/18/2024, 02:15 PM |
83
|
$393M
|
| Atlas Wealth Partners, LLC |
2024 Q3
|
10/18/2024, 02:10 PM |
48
|
$65.6M
|
| GRIES FINANCIAL LLC |
2024 Q3
|
10/18/2024, 02:08 PM |
273
|
$534M
|
| LAM GROUP, INC. |
2024 Q3
|
10/18/2024, 02:03 PM |
132
|
$141M
|
| INTECH INVESTMENT MANAGEMENT LLC |
2022 Q4 - Restatement
|
10/18/2024, 02:03 PM |
667
|
$13.3B
|