Carr Financial Group Corp |
2025 Q2
|
7/15/2025, 05:08 PM |
187
|
$339M
|
Vestment Financial LLC |
2025 Q2
|
7/15/2025, 05:07 PM |
39
|
$158M
|
Foster Victor Wealth Advisors, LLC |
2025 Q2
|
7/15/2025, 05:07 PM |
202
|
$1.48B
|
Pine Haven Investment Counsel, Inc |
2025 Q2
|
7/15/2025, 05:06 PM |
111
|
$127M
|
Evanson Asset Management, LLC |
2025 Q2
|
7/15/2025, 05:06 PM |
325
|
$1.61B
|
Peddock Capital Advisors, Llc |
2025 Q2
|
7/15/2025, 05:03 PM |
157
|
$432M
|
StoneCrest Wealth Management, Inc. |
2025 Q2
|
7/15/2025, 05:01 PM |
71
|
$210M
|
Pitti Group Wealth Management, LLC |
2025 Q2
|
7/15/2025, 05:00 PM |
78
|
$116M
|
Permanent Capital Management, LP |
2024 Q2
|
7/15/2025, 04:55 PM |
158
|
$454M
|
Northstar Asset Management Inc |
2025 Q1 - Restatement
|
7/15/2025, 04:55 PM |
58
|
$338M
|
Great Oak Capital Partners, Llc |
2025 Q2
|
7/15/2025, 04:54 PM |
35
|
$349M
|
Northstar Asset Management Inc |
2024 Q4 - Restatement
|
7/15/2025, 04:54 PM |
58
|
$381M
|
DSG Capital Advisors, LLC |
2025 Q2
|
7/15/2025, 04:53 PM |
123
|
$563M
|
Northstar Asset Management Inc |
2024 Q3 - Restatement
|
7/15/2025, 04:53 PM |
58
|
$407M
|
Cora Capital Advisors Llc |
2025 Q2
|
7/15/2025, 04:52 PM |
111
|
$225M
|
Northstar Asset Management Inc |
2024 Q2 - Restatement
|
7/15/2025, 04:51 PM |
58
|
$392M
|
Well Done, LLC |
2025 Q2
|
7/15/2025, 04:48 PM |
176
|
$533M
|
BostonPremier Wealth LLC |
2025 Q2
|
7/15/2025, 04:48 PM |
63
|
$180M
|
Northstar Asset Management Inc |
2024 Q1 - Restatement
|
7/15/2025, 04:48 PM |
57
|
$570M
|
Beacon Financial Planning, Inc |
2025 Q2
|
7/15/2025, 04:46 PM |
50
|
$179M
|
Santori & Peters, Inc. |
2025 Q2
|
7/15/2025, 04:46 PM |
69
|
$276M
|
Spectrum Planning & Advisory Services Inc. |
2025 Q2
|
7/15/2025, 04:45 PM |
95
|
$155M
|
Affinity Wealth Management Llc |
2025 Q2
|
7/15/2025, 04:43 PM |
99
|
$626M
|
North Star Investment Management Corp. |
2025 Q2
|
7/15/2025, 04:43 PM |
1213
|
$1.43B
|
Aspire Capital Advisors LLC |
2025 Q2
|
7/15/2025, 04:42 PM |
102
|
$362M
|
Beacon Investment Advisory Services, Inc. |
2025 Q2
|
7/15/2025, 04:35 PM |
250
|
$2.27B
|
Riverbridge Partners Llc |
2025 Q2
|
7/15/2025, 04:31 PM |
185
|
$6.22B
|
McAdam, LLC |
2025 Q2
|
7/15/2025, 04:20 PM |
376
|
$1.83B
|
Perennial Advisors, LLC |
2025 Q2
|
7/15/2025, 04:19 PM |
123
|
$538M
|
Surience Private Wealth Llc |
2025 Q2
|
7/15/2025, 04:18 PM |
29
|
$106M
|
Xcel Wealth Management, LLC |
2025 Q2
|
7/15/2025, 04:11 PM |
129
|
$351M
|
Atmos Advisory, Llc |
2025 Q2
|
7/15/2025, 04:08 PM |
20
|
$157M
|
Northside Capital Management, LLC |
2025 Q2
|
7/15/2025, 03:59 PM |
193
|
$1.31B
|
IMS Capital Management |
2025 Q2
|
7/15/2025, 03:58 PM |
151
|
$214M
|
First City Capital Management, Inc. |
2025 Q2
|
7/15/2025, 03:57 PM |
145
|
$173M
|
IMS Capital Management |
2025 Q1
|
7/15/2025, 03:55 PM |
134
|
$198M
|
BigSur Wealth Management LLC |
2025 Q2
|
7/15/2025, 03:53 PM |
154
|
$396M
|
Floyd Financial Group Llc |
2025 Q2
|
7/15/2025, 03:52 PM |
51
|
$108M
|
Penn Davis Mcfarland Inc |
2025 Q2
|
7/15/2025, 03:46 PM |
76
|
$888M
|
Level Financial Advisors |
2025 Q2
|
7/15/2025, 03:45 PM |
90
|
$321M
|
FMA Wealth Management, LLC |
2025 Q2
|
7/15/2025, 03:43 PM |
39
|
$135M
|
Herbst Group, Llc |
2025 Q2
|
7/15/2025, 03:42 PM |
56
|
$167M
|
Oxinas Partners Wealth Management LLC |
2025 Q2
|
7/15/2025, 03:41 PM |
124
|
$195M
|
Sightline Wealth Advisors, LLC |
2025 Q2
|
7/15/2025, 03:40 PM |
90
|
$207M
|
Wynnefield Capital Inc |
2025 Q2
|
7/15/2025, 03:39 PM |
16
|
$170M
|
AvaII Wealth Management, Llc |
2025 Q2
|
7/15/2025, 03:39 PM |
132
|
$225M
|
Palumbo Wealth Management LLC |
2025 Q2
|
7/15/2025, 03:37 PM |
197
|
$323M
|
Centerline Wealth Advisors, LLC |
2025 Q2
|
7/15/2025, 03:31 PM |
42
|
$204M
|
Capstone Capital Llc |
2025 Q2
|
7/15/2025, 03:30 PM |
22
|
$138M
|
Traction Financial Partners, LLC |
2025 Q2
|
7/15/2025, 03:28 PM |
81
|
$148M
|
EWG Elevate Inc. |
2025 Q2
|
7/15/2025, 03:26 PM |
142
|
$325M
|
RVW Wealth, LLC |
2025 Q2
|
7/15/2025, 03:22 PM |
170
|
$1.18B
|
Lynch & Associates/In |
2025 Q2
|
7/15/2025, 03:20 PM |
123
|
$496M
|
Kentucky Trust Co |
2025 Q2
|
7/15/2025, 03:17 PM |
297
|
$174M
|
Alhambra Investment Management LLC |
2025 Q2
|
7/15/2025, 03:11 PM |
180
|
$202M
|
Buttonwood Financial Advisors Inc. |
2025 Q2
|
7/15/2025, 03:06 PM |
99
|
$249M
|
Kopp Family Office, LLC |
2025 Q2
|
7/15/2025, 03:02 PM |
27
|
$155M
|
Retirement Guys Formula Llc |
2025 Q2
|
7/15/2025, 02:58 PM |
145
|
$263M
|
Significant Wealth Partners LLC |
2025 Q2
|
7/15/2025, 02:55 PM |
96
|
$204M
|
Jeppson Wealth Management, Llc |
2025 Q2
|
7/15/2025, 02:54 PM |
211
|
$289M
|
LeConte Wealth Management, LLC |
2025 Q2
|
7/15/2025, 02:51 PM |
104
|
$148M
|
Patriot Investment Management Group, Inc. |
2025 Q2
|
7/15/2025, 02:51 PM |
244
|
$1.44B
|
Public Employees Retirement System Of Ohio |
2025 Q2
|
7/15/2025, 02:51 PM |
2312
|
$29.7B
|
Chronos Wealth Management, LLC |
2025 Q2
|
7/15/2025, 02:38 PM |
39
|
$193M
|
Hartmann Taylor Wealth Management, LLC |
2025 Q2
|
7/15/2025, 02:36 PM |
52
|
$120M
|
Builders Vision, LLC |
2025 Q2
|
7/15/2025, 02:31 PM |
0
|
$0
|
Oak Wealth Advisors LLC |
2025 Q2
|
7/15/2025, 02:28 PM |
57
|
$156M
|
Heritage Oak Wealth Advisors Llc |
2025 Q2
|
7/15/2025, 02:27 PM |
73
|
$259M
|
Wilsey Asset Management Inc |
2025 Q2
|
7/15/2025, 02:27 PM |
24
|
$543M
|
Peregrine Investment Management Inc |
2025 Q2
|
7/15/2025, 02:21 PM |
20
|
$156M
|
Home Federal Bank Of Tennessee |
2025 Q2
|
7/15/2025, 02:10 PM |
78
|
$353M
|
Cigna Investments Inc /New |
2025 Q2
|
7/15/2025, 02:09 PM |
452
|
$584M
|
Bison Wealth, LLC |
2025 Q2
|
7/15/2025, 02:08 PM |
465
|
$1.26B
|
FLP Wealth Management, LLC |
2025 Q1
|
7/15/2025, 01:43 PM |
51
|
$31.5M
|
Sara-Bay Financial |
2025 Q2
|
7/15/2025, 01:32 PM |
76
|
$279M
|
Ballentine Partners, LLC |
2025 Q2
|
7/15/2025, 01:31 PM |
986
|
$6.64B
|
Graypoint LLC |
2025 Q2
|
7/15/2025, 01:22 PM |
526
|
$1.78B
|
James J. Burns & Company, LLC |
2025 Q2
|
7/15/2025, 01:19 PM |
156
|
$613M
|
Brewster Financial Planning LLC |
2025 Q2
|
7/15/2025, 01:18 PM |
26
|
$148M
|
Financial Management Professionals, Inc. |
2025 Q2
|
7/15/2025, 01:10 PM |
1015
|
$889M
|
World Equity Group, Inc. |
2025 Q2
|
7/15/2025, 01:09 PM |
317
|
$367M
|
Kraft Asset Management, Llc |
2025 Q2
|
7/15/2025, 01:07 PM |
41
|
$108M
|
tru Independence LLC |
2025 Q2
|
7/15/2025, 01:07 PM |
120
|
$346M
|
CHB Investment Group, LLC |
2025 Q2
|
7/15/2025, 01:03 PM |
69
|
$196M
|
Kempner Capital Management Inc. |
2025 Q2
|
7/15/2025, 01:01 PM |
46
|
$187M
|
Five Pine Wealth Management |
2025 Q2
|
7/15/2025, 12:58 PM |
40
|
$135M
|
JARISLOWSKY, FRASER Ltd |
2025 Q2
|
7/15/2025, 12:49 PM |
188
|
$17.5B
|
Texas County & District Retirement System |
2025 Q2
|
7/15/2025, 12:46 PM |
1
|
$70.5M
|
Highland Financial Advisors, LLC |
2025 Q2
|
7/15/2025, 12:41 PM |
54
|
$312M
|
Attessa Capital LLC |
2025 Q2
|
7/15/2025, 12:40 PM |
36
|
$156M
|
Burns Matteson Capital Management, LLC |
2025 Q2
|
7/15/2025, 12:32 PM |
186
|
$188M
|
BCS Wealth Management |
2025 Q2
|
7/15/2025, 12:31 PM |
263
|
$465M
|
Kagan Cocozza Asset Management |
2025 Q2
|
7/15/2025, 12:28 PM |
61
|
$130M
|
Charter Capital Management, LLC\DE |
2025 Q2
|
7/15/2025, 12:28 PM |
62
|
$170M
|
Bannerman Wealth Management Group, Llc |
2025 Q2
|
7/15/2025, 12:25 PM |
36
|
$130M
|
High Ground Investment Management LLP |
2025 Q2
|
7/15/2025, 12:23 PM |
6
|
$477M
|
Boyce & Associates Wealth Consulting, Inc. |
2025 Q2
|
7/15/2025, 12:20 PM |
70
|
$109M
|
Norden Group Llc |
2025 Q2
|
7/15/2025, 12:17 PM |
555
|
$921M
|
Legacy Financial Group LLC |
2025 Q2
|
7/15/2025, 12:07 PM |
113
|
$716M
|
Banyan Capital Management, Inc. |
2025 Q2
|
7/15/2025, 12:04 PM |
19
|
$194M
|