| Raub Brock Capital Management LP |
2024 Q3
|
10/17/2024, 06:31 PM |
39
|
$492M
|
| Riverview Trust Co |
2024 Q3
|
10/17/2024, 06:27 PM |
821
|
$114M
|
| West Oak Capital, LLC |
2024 Q3
|
10/17/2024, 06:09 PM |
309
|
$3.48M
|
| Moss Adams Wealth Advisors LLC |
2024 Q3
|
10/17/2024, 06:07 PM |
206
|
$913M
|
| Legend Financial Advisors, Inc. |
2024 Q3
|
10/17/2024, 05:44 PM |
157
|
$145M
|
| DiNuzzo Private Wealth, Inc. |
2024 Q3
|
10/16/2024, 05:53 PM |
1438
|
$809M
|
| MORGAN STANLEY |
2024 Q2 - New Holdings
|
10/17/2024, 05:30 PM |
8946
|
$1.29T
|
| Aurora Investment Managers, LLC. |
2024 Q3
|
10/17/2024, 05:28 PM |
45
|
$146M
|
| MORGAN STANLEY |
2024 Q1 - New Holdings
|
10/17/2024, 05:24 PM |
9184
|
$1.25T
|
| Aaron Wealth Advisors LLC |
2024 Q3
|
10/17/2024, 04:57 PM |
427
|
$840M
|
| Wela Strategies, Inc. |
2024 Q3
|
10/17/2024, 04:54 PM |
52
|
$229M
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2024 Q3
|
10/17/2024, 04:51 PM |
46
|
$151M
|
| Joule Financial, LLC |
2024 Q3
|
10/17/2024, 04:50 PM |
107
|
$275M
|
| Stonegate Investment Group, LLC |
2024 Q3
|
10/17/2024, 04:49 PM |
404
|
$3.79B
|
| Joule Financial, LLC |
2024 Q2 - New Holdings
|
10/17/2024, 04:49 PM |
102
|
$246M
|
| Joule Financial, LLC |
2024 Q1 - New Holdings
|
10/17/2024, 04:48 PM |
106
|
$243M
|
| M3 Advisory Group, LLC |
2024 Q3
|
10/17/2024, 04:46 PM |
152
|
$136M
|
| Sloy Dahl & Holst, LLC |
2024 Q3
|
10/17/2024, 04:45 PM |
103
|
$586M
|
| Fusion Family Wealth LLC |
2024 Q3
|
10/17/2024, 04:44 PM |
43
|
$1.09B
|
| Harbor Island Capital LLC |
2024 Q3
|
10/17/2024, 04:42 PM |
15
|
$211M
|
| ERTS Wealth Advisors, LLC |
2024 Q3
|
10/17/2024, 04:41 PM |
87
|
$534M
|
| Sonoma Private Wealth LLC |
2024 Q3
|
10/17/2024, 04:40 PM |
90
|
$64.2M
|
| Exor N.V. |
2024 Q3
|
10/17/2024, 04:36 PM |
2
|
$5.86B
|
| Claro Advisors LLC |
2024 Q3
|
10/17/2024, 04:35 PM |
510
|
$238M
|
| V-Square Quantitative Management LLC |
2024 Q3
|
10/17/2024, 04:35 PM |
690
|
$677M
|
| Well Done, LLC |
2024 Q3
|
10/17/2024, 04:33 PM |
179
|
$547M
|
| Gray Private Wealth, LLC |
2024 Q3
|
10/17/2024, 04:33 PM |
40
|
$167M
|
| OmniStar Financial Group, Inc. |
2024 Q3
|
10/17/2024, 04:30 PM |
123
|
$133M
|
| Inspire Advisors, LLC |
2024 Q3
|
10/17/2024, 04:25 PM |
423
|
$822M
|
| Intergy Private Wealth, LLC |
2024 Q3
|
10/17/2024, 04:24 PM |
88
|
$263M
|
| ASPIRIANT, LLC |
2024 Q3
|
10/17/2024, 04:23 PM |
291
|
$2.63B
|
| Trust Point Inc. |
2024 Q3
|
10/17/2024, 04:05 PM |
514
|
$1.33B
|
| Richard W. Paul & Associates, LLC |
2024 Q3
|
10/17/2024, 03:57 PM |
505
|
$278M
|
| Laurus Investment Counsel Inc. |
2024 Q3
|
10/17/2024, 03:45 PM |
42
|
$3.67M
|
| Strategic Advocates LLC |
2024 Q3
|
10/17/2024, 03:40 PM |
119
|
$279M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2024 Q3
|
10/17/2024, 03:28 PM |
142
|
$303M
|
| Stratos Investment Management, LLC |
2024 Q3
|
10/17/2024, 03:22 PM |
252
|
$1.43B
|
| Kohmann Bosshard Financial Services, LLC |
2024 Q3
|
10/17/2024, 03:20 PM |
203
|
$805M
|
| Stratos Wealth Advisors, LLC |
2024 Q3
|
10/17/2024, 03:20 PM |
733
|
$2.18B
|
| D. SCOTT NEAL, INC. |
2024 Q3
|
10/17/2024, 03:18 PM |
58
|
$189M
|
| Stratos Wealth Partners, LTD. |
2024 Q3
|
10/17/2024, 03:18 PM |
1441
|
$6.93B
|
| Pachira Investments Inc. |
2024 Q3
|
10/17/2024, 03:06 PM |
49
|
$130M
|
| Orgel Wealth Management, LLC |
2024 Q3
|
10/17/2024, 03:02 PM |
81
|
$4B
|
| Accurate Wealth Management, LLC |
2024 Q3
|
10/17/2024, 02:56 PM |
378
|
$496M
|
| Family CFO Inc |
2024 Q3
|
10/17/2024, 02:52 PM |
72
|
$177M
|
| Sage Financial Management Group, Inc. |
2024 Q3
|
10/17/2024, 02:52 PM |
53
|
$258M
|
| KMG FIDUCIARY PARTNERS, LLC |
2024 Q3
|
10/17/2024, 02:49 PM |
267
|
$1.16B
|
| P/E Global LLC |
2024 Q3
|
10/17/2024, 02:42 PM |
3
|
$361M
|
| Net Worth Advisory Group |
2024 Q3
|
10/17/2024, 02:42 PM |
386
|
$337M
|
| KIRR MARBACH & CO LLC /IN/ |
2024 Q3
|
10/17/2024, 02:38 PM |
54
|
$448M
|
| Vert Asset Management LLC |
2024 Q3
|
10/17/2024, 02:35 PM |
42
|
$290M
|
| Ellenbecker Investment Group |
2024 Q3
|
10/17/2024, 02:28 PM |
109
|
$529M
|
| Lindsell Train Ltd |
2024 Q3
|
10/17/2024, 02:17 PM |
29
|
$4.43B
|
| Addison Capital Co |
2024 Q3
|
10/17/2024, 02:15 PM |
140
|
$248M
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2024 Q3
|
10/17/2024, 02:11 PM |
4
|
$196M
|
| Marest Capital, LLC |
2024 Q3
|
10/17/2024, 02:08 PM |
19
|
$118M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2024 Q3
|
10/17/2024, 02:07 PM |
80
|
$761M
|
| WR Wealth Planners, LLC |
2022 Q1
|
10/17/2024, 01:55 PM |
518
|
$168M
|
| Meridian Financial Partners LLC |
2024 Q3
|
10/17/2024, 01:51 PM |
100
|
$198M
|
| Blue Trust, Inc. |
2024 Q3
|
10/17/2024, 01:50 PM |
2902
|
$7.62B
|
| WR Wealth Planners, LLC |
2022 Q2
|
10/17/2024, 01:46 PM |
526
|
$152M
|
| Altus Wealth Management, LLC |
2024 Q3
|
10/17/2024, 01:44 PM |
40
|
$213M
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2024 Q3
|
10/17/2024, 01:36 PM |
10
|
$779M
|
| CHB Investment Group, LLC |
2024 Q3
|
10/17/2024, 01:35 PM |
73
|
$188M
|
| International City Management Association Retirement Corp |
2024 Q3
|
10/17/2024, 01:30 PM |
5
|
$152M
|
| Blue Barn Wealth, LLC |
2024 Q3
|
10/17/2024, 01:28 PM |
156
|
$195M
|
| Friedenthal Financial |
2024 Q3
|
10/17/2024, 01:26 PM |
228
|
$171M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2024 Q3
|
10/17/2024, 01:26 PM |
1128
|
$6.97B
|
| NovaPoint Capital, LLC |
2024 Q3
|
10/17/2024, 01:23 PM |
129
|
$322M
|
| MOULTON WEALTH MANAGEMENT, INC |
2024 Q3
|
10/17/2024, 01:21 PM |
39
|
$120M
|
| FIRST CITIZENS BANK & TRUST CO |
2024 Q3
|
10/17/2024, 01:12 PM |
462
|
$4.41B
|
| Chronos Wealth Management, LLC |
2024 Q3
|
10/17/2024, 01:11 PM |
41
|
$192M
|
| Capital Investment Advisors, LLC |
2024 Q3
|
10/17/2024, 01:07 PM |
666
|
$4.86B
|
| Dixon Mitchell Investment Counsel Inc. |
2024 Q3
|
10/17/2024, 01:03 PM |
91
|
$2.2B
|
| Running Oak Capital LLC |
2024 Q3
|
10/17/2024, 12:59 PM |
58
|
$738M
|
| Barton Investment Management |
2024 Q3
|
10/17/2024, 12:59 PM |
49
|
$800M
|
| Bremer Bank National Association |
2024 Q3
|
10/17/2024, 12:57 PM |
172
|
$530M
|
| FIFTH THIRD BANCORP |
2024 Q3
|
10/17/2024, 12:54 PM |
2535
|
$27.6B
|
| NORDEN GROUP LLC |
2024 Q3
|
10/17/2024, 12:46 PM |
510
|
$847M
|
| MANNING & NAPIER ADVISORS LLC |
2024 Q3
|
10/17/2024, 12:40 PM |
292
|
$9.09B
|
| ACADEMY CAPITAL MANAGEMENT |
2024 Q3
|
10/17/2024, 12:37 PM |
32
|
$577M
|
| NKCFO LLC |
2024 Q3
|
10/17/2024, 12:36 PM |
79
|
$209M
|
| Carmel Capital Management L.L.C. |
2024 Q3
|
10/17/2024, 12:34 PM |
28
|
$267M
|
| Merit Financial Group, LLC |
2024 Q3
|
10/17/2024, 12:32 PM |
826
|
$4.47B
|
| Gilliland Jeter Wealth Management LLC |
2024 Q3
|
10/17/2024, 12:32 PM |
749
|
$312M
|
| Matthew Goff Investment Advisor, LLC |
2024 Q3
|
10/17/2024, 12:27 PM |
101
|
$526M
|
| Relyea Zuckerberg Hanson LLC |
2024 Q3
|
10/17/2024, 12:21 PM |
246
|
$657M
|
| HighMark Wealth Management LLC |
2024 Q3
|
10/17/2024, 12:20 PM |
592
|
$183M
|
| WR Wealth Planners, LLC |
2024 Q3
|
10/17/2024, 12:19 PM |
1135
|
$360M
|
| New Hampshire Trust |
2024 Q3
|
10/17/2024, 12:17 PM |
177
|
$467M
|
| Cairn Investment Group, Inc. |
2024 Q3
|
10/17/2024, 12:13 PM |
67
|
$181M
|
| Financial Perspectives, Inc |
2024 Q3
|
10/17/2024, 12:10 PM |
685
|
$288M
|
| Matisse Capital |
2024 Q3
|
10/17/2024, 12:00 PM |
176
|
$206M
|
| Keeler Thomas Management LLC |
2024 Q3
|
10/17/2024, 12:00 PM |
68
|
$316M
|
| Elser Financial Planning, Inc |
2024 Q3
|
10/17/2024, 11:56 AM |
62
|
$68.9M
|
| Sandy Cove Advisors, LLC |
2024 Q3
|
10/17/2024, 11:52 AM |
124
|
$245M
|
| Price Capital Management, Inc. |
2024 Q3
|
10/17/2024, 11:51 AM |
4
|
$20.3M
|
| Rockline Wealth Management, LLC |
2024 Q3
|
10/17/2024, 11:51 AM |
101
|
$354M
|
| Family Firm, Inc. |
2024 Q3
|
10/17/2024, 11:49 AM |
211
|
$269M
|
| OAK FAMILY ADVISORS, LLC |
2024 Q3
|
10/17/2024, 11:47 AM |
130
|
$277M
|