| INTECH INVESTMENT MANAGEMENT LLC |
2022 Q3 - Restatement
|
10/18/2024, 02:02 PM |
654
|
$13.3B
|
| Cannon Financial Strategists, Inc. |
2023 Q4 - Restatement
|
10/18/2024, 02:02 PM |
90
|
$467M
|
| Cannon Financial Strategists, Inc. |
2024 Q3
|
10/18/2024, 01:56 PM |
90
|
$466M
|
| BLACK POINT WEALTH MANAGEMENT |
2024 Q3
|
10/18/2024, 01:56 PM |
43
|
$86.3M
|
| Financial Designs Corp |
2024 Q3
|
10/18/2024, 01:55 PM |
20
|
$155M
|
| Columbus Macro, LLC |
2024 Q3
|
10/18/2024, 01:55 PM |
180
|
$274M
|
| Allspring Global Investments Holdings, LLC |
2024 Q3
|
10/18/2024, 01:55 PM |
2442
|
$64.6B
|
| Compass Ion Advisors, LLC |
2024 Q3
|
10/18/2024, 01:54 PM |
261
|
$817M
|
| Vest Financial, LLC |
2024 Q3
|
10/18/2024, 01:54 PM |
274
|
$5.18B
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/18/2024, 01:53 PM |
40
|
$233M
|
| Eagle Capital Management, LLC |
2024 Q3
|
10/18/2024, 01:53 PM |
39
|
$240M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/18/2024, 01:53 PM |
33
|
$194M
|
| Petix & Botte Co |
2024 Q3
|
10/18/2024, 01:52 PM |
124
|
$376M
|
| Buckley Wealth Management, LLC |
2024 Q3
|
10/18/2024, 01:52 PM |
97
|
$325M
|
| Nepsis Inc. |
2024 Q3
|
10/18/2024, 01:52 PM |
29
|
$422M
|
| Trinity Wealth Management, LLC |
2024 Q3
|
10/18/2024, 01:51 PM |
55
|
$218M
|
| Wealthspring Capital LLC |
2024 Q3
|
10/18/2024, 01:51 PM |
78
|
$81.1M
|
| Stegent Equity Advisors, Inc. |
2024 Q3
|
10/18/2024, 01:50 PM |
88
|
$90.5M
|
| Rede Wealth, LLC |
2024 Q3
|
10/18/2024, 01:48 PM |
104
|
$261M
|
| West Branch Capital LLC |
2024 Q3
|
10/18/2024, 01:46 PM |
601
|
$289M
|
| Longview Financial Advisors, Inc. |
2024 Q3 - Restatement
|
10/18/2024, 01:46 PM |
46
|
$136M
|
| Longview Financial Advisors, Inc. |
2024 Q2 - Restatement
|
10/18/2024, 01:43 PM |
44
|
$131M
|
| Longview Financial Advisors, Inc. |
2024 Q1 - Restatement
|
10/18/2024, 01:42 PM |
44
|
$133M
|
| Longview Financial Advisors, Inc. |
2023 Q4 - Restatement
|
10/18/2024, 01:39 PM |
39
|
$124M
|
| BROWN, LISLE/CUMMINGS, INC. |
2024 Q3
|
10/18/2024, 01:28 PM |
619
|
$329M
|
| Midwest Heritage Bank, FSB |
2024 Q3
|
10/18/2024, 01:21 PM |
58
|
$214M
|
| GODSEY & GIBB, INC |
2024 Q3
|
10/18/2024, 01:18 PM |
431
|
$1.05B
|
| CALTON & ASSOCIATES, INC. |
2024 Q3
|
10/18/2024, 01:11 PM |
238
|
$67M
|
| Carrhae Capital LLP |
2024 Q3
|
10/18/2024, 01:10 PM |
22
|
$876M
|
| Narus Financial Partners, LLC |
2024 Q3
|
10/18/2024, 01:09 PM |
149
|
$279M
|
| BAKER BOYER NATIONAL BANK |
2024 Q3
|
10/18/2024, 01:08 PM |
78
|
$298M
|
| ACT Advisors, LLC. |
2024 Q3
|
10/18/2024, 01:06 PM |
52
|
$212M
|
| McClarren Financial Advisors, Inc. |
2024 Q3
|
10/18/2024, 01:05 PM |
236
|
$36.3M
|
| RPS ADVISORY SOLUTIONS LLC |
2024 Q3
|
10/18/2024, 12:55 PM |
91
|
$140M
|
| PrairieView Partners, LLC |
2024 Q3
|
10/18/2024, 12:51 PM |
348
|
$962M
|
| Lester Murray Antman dba SimplyRich |
2024 Q3
|
10/18/2024, 12:46 PM |
221
|
$359M
|
| Great Point Wealth Advisors, LLC |
2024 Q3
|
10/18/2024, 12:46 PM |
61
|
$468M
|
| SATOVSKY ASSET MANAGEMENT LLC |
2024 Q3
|
10/18/2024, 12:45 PM |
55
|
$444M
|
| Heritage Wealth Management, Inc. /CA/ |
2024 Q3
|
10/18/2024, 12:42 PM |
89
|
$111M
|
| Violich Capital Management, Inc. |
2024 Q3
|
10/18/2024, 12:41 PM |
111
|
$769M
|
| PENN DAVIS MCFARLAND INC |
2024 Q3
|
10/18/2024, 12:40 PM |
77
|
$889M
|
| One Degree Advisors Inc |
2024 Q3
|
10/18/2024, 12:39 PM |
60
|
$237M
|
| Keener Financial Planning LLC |
2024 Q3
|
10/18/2024, 12:34 PM |
176
|
$153M
|
| Flaharty Asset Management, LLC |
2024 Q3
|
10/18/2024, 12:29 PM |
446
|
$711M
|
| Granite FO LLC |
2024 Q3
|
10/18/2024, 12:28 PM |
186
|
$177M
|
| Refined Wealth Management |
2024 Q3
|
10/18/2024, 12:27 PM |
27
|
$130M
|
| Financial Connections Group, Inc. |
2024 Q3
|
10/18/2024, 12:27 PM |
198
|
$203M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2024 Q3
|
10/18/2024, 12:24 PM |
378
|
$260M
|
| Catawba River Capital |
2024 Q3
|
10/18/2024, 12:23 PM |
18
|
$158M
|
| FNY Investment Advisers, LLC |
2024 Q3
|
10/18/2024, 12:20 PM |
613
|
$207M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2024 Q3
|
10/18/2024, 12:20 PM |
58
|
$106M
|
| Evolution Advisers, Inc. |
2024 Q3
|
10/18/2024, 12:17 PM |
166
|
$183M
|
| Householder Group Estate & Retirement Specialist, LLC |
2024 Q3
|
10/18/2024, 12:10 PM |
1139
|
$343M
|
| POM Investment Strategies, LLC |
2024 Q3
|
10/18/2024, 12:09 PM |
312
|
$128M
|
| Pineridge Advisors LLC |
2024 Q3
|
10/18/2024, 12:03 PM |
607
|
$264M
|
| Meredith Wealth Planning |
2024 Q3
|
10/18/2024, 12:02 PM |
46
|
$210M
|
| BCR Wealth Strategies, LLC |
2024 Q3
|
10/18/2024, 11:59 AM |
24
|
$212M
|
| Avion Wealth |
2024 Q3
|
10/18/2024, 11:54 AM |
950
|
$382M
|
| BURNEY CO/ |
2024 Q3
|
10/18/2024, 11:51 AM |
597
|
$2.81B
|
| Baker Chad R |
2024 Q3
|
10/18/2024, 11:47 AM |
50
|
$509M
|
| SVB WEALTH LLC |
2024 Q3
|
10/18/2024, 11:45 AM |
19
|
$118M
|
| Range Financial Group LLC |
2024 Q3
|
10/18/2024, 11:41 AM |
83
|
$72.7M
|
| Applied Capital LLC |
2024 Q3
|
10/18/2024, 11:40 AM |
46
|
$194M
|
| All Season Financial Advisors, Inc. |
2024 Q3
|
10/18/2024, 11:37 AM |
94
|
$117M
|
| TRUEFG, LLC |
2024 Q3
|
10/18/2024, 11:35 AM |
52
|
$306M
|
| Aurora Private Wealth, Inc. |
2024 Q3
|
10/18/2024, 11:35 AM |
154
|
$127M
|
| Atlas Brown,Inc. |
2024 Q3
|
10/18/2024, 11:34 AM |
207
|
$289M
|
| Raymond James Financial Services Advisors, Inc. |
2024 Q3
|
10/18/2024, 11:32 AM |
3408
|
$75B
|
| Applied Capital LLC |
2024 Q2
|
10/18/2024, 11:30 AM |
38
|
$174M
|
| Schubert & Co |
2024 Q3
|
10/18/2024, 11:27 AM |
66
|
$141M
|
| RAYMOND JAMES & ASSOCIATES |
2024 Q3
|
10/18/2024, 11:26 AM |
3937
|
$164B
|
| Monument Group Wealth Advisors, LLC |
2024 Q3
|
10/18/2024, 11:22 AM |
50
|
$166M
|
| Slow Capital, Inc. |
2024 Q3
|
10/18/2024, 11:02 AM |
122
|
$653M
|
| Cobblestone Asset Management LLC |
2024 Q3
|
10/18/2024, 11:01 AM |
45
|
$166M
|
| ST GERMAIN D J CO INC |
2024 Q3
|
10/18/2024, 10:58 AM |
770
|
$2.18B
|
| EQUITEC PROPRIETARY MARKETS, LLC |
2024 Q3
|
10/18/2024, 10:53 AM |
43
|
$11M
|
| CONTINUUM WEALTH ADVISORS, LLC |
2024 Q3
|
10/18/2024, 10:53 AM |
57
|
$186M
|
| PICTET BANK & TRUST Ltd |
2024 Q3
|
10/18/2024, 10:27 AM |
41
|
$98.8M
|
| COMMONWEALTH EQUITY SERVICES, LLC |
2024 Q3
|
10/18/2024, 10:23 AM |
4053
|
$66B
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2024 Q3
|
10/18/2024, 10:21 AM |
114
|
$194M
|
| Vannoy Advisory Group, Inc. |
2024 Q3
|
10/18/2024, 10:19 AM |
27
|
$138M
|
| Alecta Tjanstepension Omsesidigt |
2024 Q3
|
10/18/2024, 10:13 AM |
40
|
$18.2B
|
| Alpha Financial Advisors, LLC |
2024 Q3
|
10/18/2024, 10:09 AM |
48
|
$226M
|
| Legacy Financial Strategies, LLC |
2024 Q3
|
10/18/2024, 10:08 AM |
115
|
$453M
|
| Morling Financial Advisors, LLC |
2024 Q3
|
10/18/2024, 10:00 AM |
100
|
$262M
|
| Southern Farm Bureau Life Insurance |
2024 Q3
|
10/18/2024, 09:54 AM |
15
|
$636M
|
| Rothschild & Co Wealth Management UK Ltd |
2024 Q3
|
10/18/2024, 09:45 AM |
32
|
$6.29B
|
| PING CAPITAL MANAGEMENT, INC. |
2024 Q3
|
10/18/2024, 09:40 AM |
57
|
$180M
|
| Holland Advisory Services, Inc. |
2024 Q3
|
10/18/2024, 09:38 AM |
44
|
$76.5M
|
| Econ Financial Services Corp |
2024 Q3
|
10/18/2024, 09:34 AM |
69
|
$179M
|
| ROTHSCHILD INVESTMENT LLC |
2024 Q3
|
10/18/2024, 09:31 AM |
2890
|
$1.53B
|
| Clio Asset Management LLC |
2024 Q3
|
10/18/2024, 09:27 AM |
14
|
$142M
|
| Brio Consultants, LLC |
2024 Q3
|
10/18/2024, 09:19 AM |
106
|
$629M
|
| Savior LLC |
2024 Q3
|
10/18/2024, 09:16 AM |
15
|
$18.1M
|
| Berkshire Bank |
2024 Q3
|
10/18/2024, 09:03 AM |
153
|
$426M
|
| Equinox Partners Investment Management LLC |
2024 Q3
|
10/18/2024, 07:37 AM |
9
|
$146M
|
| JTC Employer Solutions Trustee Ltd |
2024 Q3
|
10/18/2024, 06:40 AM |
329
|
$1.53B
|
| Eliot Finkel Investment Counsel, LLC |
2024 Q3
|
10/17/2024, 08:57 PM |
31
|
$163M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2024 Q3
|
10/17/2024, 07:38 PM |
113
|
$1.63B
|
| IFG Advisors, LLC |
2024 Q3
|
10/17/2024, 06:36 PM |
139
|
$468M
|