| Capital Asset Advisory Services LLC |
2024 Q3
|
10/17/2024, 11:39 AM |
317
|
$2B
|
| Newton One Investments LLC |
2024 Q3
|
10/17/2024, 11:38 AM |
41
|
$249M
|
| Uncommon Cents Investing LLC |
2024 Q3
|
10/17/2024, 11:32 AM |
444
|
$356M
|
| Kozak & Associates, Inc. |
2024 Q3
|
10/17/2024, 11:27 AM |
388
|
$422M
|
| Madrona Financial Services, LLC |
2024 Q3
|
10/17/2024, 11:19 AM |
113
|
$360M
|
| Spear Holdings RSC Ltd |
2024 Q3
|
10/17/2024, 11:14 AM |
2
|
$99.8M
|
| PBCay One RSC Ltd |
2024 Q3
|
10/17/2024, 11:01 AM |
1
|
$31.2M
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2024 Q3
|
10/17/2024, 10:55 AM |
73
|
$215M
|
| Andrew Hill Investment Advisors, Inc. |
2024 Q3
|
10/17/2024, 10:50 AM |
51
|
$134M
|
| Cyr Financial Inc. |
2024 Q3
|
10/17/2024, 10:49 AM |
43
|
$107M
|
| SAX WEALTH ADVISORS, LLC |
2024 Q3
|
10/17/2024, 10:45 AM |
287
|
$1.12B
|
| BCS Wealth Management |
2024 Q3
|
10/17/2024, 10:37 AM |
167
|
$235M
|
| Linden Thomas Advisory Services, LLC |
2024 Q3
|
10/17/2024, 10:12 AM |
465
|
$732M
|
| Abundance Wealth Counselors |
2024 Q3
|
10/17/2024, 10:06 AM |
137
|
$483M
|
| Summa Corp. |
2024 Q3
|
10/17/2024, 10:06 AM |
64
|
$209M
|
| FAS Wealth Partners, Inc. |
2024 Q3
|
10/17/2024, 10:05 AM |
438
|
$1.26B
|
| CGN Advisors LLC |
2024 Q3
|
10/17/2024, 10:04 AM |
276
|
$994M
|
| Hillcrest Wealth Advisors - NY, LLC |
2024 Q3
|
10/17/2024, 09:44 AM |
47
|
$200M
|
| Oppenheimer & Close, LLC |
2024 Q3
|
10/17/2024, 09:40 AM |
51
|
$125M
|
| Midwest Financial Group LLC |
2024 Q3
|
10/17/2024, 09:34 AM |
109
|
$170M
|
| ONE Advisory Partners, LLC |
2024 Q3
|
10/17/2024, 09:25 AM |
46
|
$228M
|
| Hanson & Doremus Investment Management |
2024 Q3
|
10/17/2024, 09:24 AM |
420
|
$630M
|
| Brand Asset Management Group, Inc. |
2024 Q3
|
10/17/2024, 09:22 AM |
89
|
$255M
|
| Jackson, Grant Investment Advisers, Inc. |
2024 Q3
|
10/17/2024, 09:06 AM |
399
|
$267M
|
| Marathon Asset Management Ltd |
2024 Q3
|
10/17/2024, 08:17 AM |
82
|
$3.62B
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2024 Q3
|
10/17/2024, 06:30 AM |
775
|
$9.29B
|
| Value Star Asset Management (Hong Kong) Ltd |
2024 Q3
|
10/16/2024, 09:39 PM |
9
|
$26.7M
|
| RFG Advisory, LLC |
2024 Q3
|
10/16/2024, 07:50 PM |
732
|
$3.28B
|
| Cordant, Inc. |
2024 Q3
|
10/16/2024, 07:33 PM |
75
|
$196M
|
| Howard Capital Management Group, LLC |
2024 Q3
|
10/16/2024, 06:30 PM |
134
|
$1.42B
|
| LexAurum Advisors, LLC |
2024 Q3
|
10/16/2024, 06:02 PM |
315
|
$455M
|
| Onyx Bridge Wealth Group LLC |
2024 Q3
|
10/16/2024, 05:49 PM |
285
|
$663M
|
| Krane Funds Advisors LLC |
2024 Q3
|
10/16/2024, 05:34 PM |
96
|
$306M
|
| Ervin Investment Management, LLC |
2024 Q3
|
10/15/2024, 05:50 PM |
39
|
$156M
|
| PCG Wealth Advisors, LLC |
2024 Q3
|
10/15/2024, 05:42 PM |
122
|
$259M
|
| DOHJ, LLC |
2024 Q3
|
10/15/2024, 05:43 PM |
140
|
$428M
|
| Cohen Klingenstein LLC |
2024 Q3
|
10/15/2024, 05:49 PM |
220
|
$2.87B
|
| CHATHAM CAPITAL GROUP, INC. |
2024 Q3
|
10/15/2024, 05:44 PM |
195
|
$612M
|
| Financial Advisors, LLC |
2024 Q3
|
10/16/2024, 05:25 PM |
78
|
$525M
|
| Summit Investment Advisory Services, LLC |
2024 Q3
|
10/16/2024, 05:24 PM |
71
|
$189M
|
| Compton Financial Group, LLC |
2024 Q3
|
10/16/2024, 05:22 PM |
32
|
$331M
|
| Perigon Wealth Management, LLC |
2024 Q3
|
10/16/2024, 05:20 PM |
988
|
$3.72B
|
| Teilinger Capital Ltd. |
2024 Q3
|
10/16/2024, 05:19 PM |
8
|
$161M
|
| One Wealth Advisors, LLC |
2024 Q3
|
10/16/2024, 05:18 PM |
266
|
$652M
|
| Vitol Holding B.V. |
2024 Q3
|
10/16/2024, 05:18 PM |
2
|
$11.8M
|
| NOTTINGHAM ADVISORS, INC. |
2024 Q3
|
10/16/2024, 05:16 PM |
145
|
$904M
|
| Crown Oak Advisors, LLC |
2024 Q3
|
10/16/2024, 05:15 PM |
22
|
$180M
|
| Greater Midwest Financial Group, LLC |
2024 Q3
|
10/16/2024, 05:15 PM |
59
|
$170M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2024 Q3
|
10/16/2024, 05:15 PM |
76
|
$1.81B
|
| Gruss & Co., LLC |
2024 Q3
|
10/16/2024, 05:12 PM |
19
|
$12.7M
|
| Naviter Wealth, LLC |
2024 Q3
|
10/16/2024, 05:12 PM |
243
|
$718M
|
| Private Harbour Investment Management & Counsel, LLC |
2024 Q3
|
10/16/2024, 05:11 PM |
38
|
$94.9M
|
| Ironwood Financial, llc |
2024 Q3
|
10/16/2024, 05:11 PM |
151
|
$476M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/16/2024, 05:11 PM |
35
|
$229M
|
| Mezzasalma Advisors, LLC |
2024 Q3
|
10/16/2024, 05:10 PM |
86
|
$254M
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2024 Q3
|
10/16/2024, 05:10 PM |
204
|
$1.05B
|
| MAYPORT, LLC |
2024 Q3
|
10/16/2024, 05:09 PM |
80
|
$312M
|
| Probity Advisors, Inc. |
2024 Q3
|
10/16/2024, 05:08 PM |
227
|
$522M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2024 Q3
|
10/16/2024, 05:07 PM |
19
|
$199M
|
| Sensible Money, LLC |
2024 Q3
|
10/16/2024, 05:07 PM |
86
|
$229M
|
| Walter Public Investments Inc. |
2024 Q3
|
10/16/2024, 05:07 PM |
42
|
$573M
|
| Community Bank of Raymore |
2024 Q3
|
10/16/2024, 05:06 PM |
75
|
$132M
|
| ZWJ INVESTMENT COUNSEL INC |
2024 Q3
|
10/16/2024, 05:05 PM |
236
|
$2.45B
|
| Mokosak Advisory Group, LLC |
2024 Q3
|
10/16/2024, 05:04 PM |
31
|
$333M
|
| Kowal Investment Group, LLC |
2024 Q3
|
10/16/2024, 05:04 PM |
200
|
$544M
|
| Beech Hill Advisors, Inc. |
2024 Q3
|
10/16/2024, 05:04 PM |
98
|
$264M
|
| McCollum Christoferson Group LLC |
2024 Q3
|
10/16/2024, 05:03 PM |
70
|
$345M
|
| Tamar Securities, LLC |
2024 Q3
|
10/16/2024, 05:03 PM |
70
|
$711M
|
| FLC Capital Advisors |
2024 Q3
|
10/16/2024, 05:02 PM |
172
|
$433M
|
| Horizon Wealth Management, LLC |
2024 Q3
|
10/16/2024, 05:02 PM |
86
|
$501M
|
| Cornerstone Wealth Management, LLC |
2024 Q3
|
10/16/2024, 05:01 PM |
562
|
$1.42B
|
| HFG Advisors, Inc. |
2024 Q3
|
10/16/2024, 05:00 PM |
96
|
$113M
|
| Orin Green Financial, LLC |
2024 Q3
|
10/16/2024, 05:00 PM |
83
|
$232M
|
| Armstrong, Fleming & Moore, Inc |
2024 Q3
|
10/16/2024, 05:00 PM |
99
|
$172M
|
| Global Retirement Partners, LLC |
2024 Q3
|
10/16/2024, 04:59 PM |
3492
|
$3.31B
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2024 Q3
|
10/16/2024, 04:59 PM |
145
|
$215M
|
| MELFA WEALTH MANAGEMENT, INC. |
2024 Q3
|
10/16/2024, 04:58 PM |
201
|
$152M
|
| Quad-Cities Investment Group, LLC |
2024 Q3
|
10/16/2024, 04:57 PM |
184
|
$199M
|
| CARL STUART INVESTMENT ADVISOR, INC |
2024 Q3
|
10/16/2024, 04:56 PM |
15
|
$154M
|
| PATTON FUND MANAGEMENT, INC. |
2024 Q3
|
10/16/2024, 04:56 PM |
76
|
$484M
|
| Good Life Advisors, LLC |
2024 Q3
|
10/16/2024, 04:56 PM |
558
|
$1.62B
|
| AVAII WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/16/2024, 04:54 PM |
129
|
$198M
|
| nVerses Capital, LLC |
2024 Q3
|
10/16/2024, 04:49 PM |
959
|
$219M
|
| Summit Financial Strategies, Inc. |
2024 Q3
|
10/16/2024, 04:38 PM |
149
|
$888M
|
| Canaan Partners XI LLC |
2024 Q3
|
10/16/2024, 04:31 PM |
3
|
$118M
|
| Canaan Partners IX LLC |
2024 Q3
|
10/16/2024, 04:31 PM |
0
|
$0
|
| Compass Wealth Management LLC |
2024 Q3
|
10/16/2024, 04:19 PM |
396
|
$425M
|
| LifeSteps Financial, Inc. |
2024 Q3
|
10/16/2024, 04:15 PM |
85
|
$128M
|
| RIVERSEDGE ADVISORS, LLC |
2024 Q3
|
10/16/2024, 04:15 PM |
100
|
$441M
|
| Rockwood Wealth Management, LLC |
2024 Q3
|
10/16/2024, 04:10 PM |
89
|
$909M
|
| New Harbor Financial Group, LLC |
2024 Q3
|
10/16/2024, 04:06 PM |
54
|
$348M
|
| CUMBERLAND ADVISORS INC |
2024 Q3
|
10/16/2024, 04:03 PM |
48
|
$252M
|
| Inlet Private Wealth, LLC |
2024 Q3
|
10/16/2024, 04:01 PM |
131
|
$394M
|
| Waterton Global Resource Management, Inc. |
2024 Q3
|
10/16/2024, 04:00 PM |
0
|
$0
|
| Cardinal Capital Management |
2024 Q3
|
10/16/2024, 03:57 PM |
130
|
$643M
|
| CULTIVAR CAPITAL, INC. |
2024 Q3
|
10/16/2024, 03:56 PM |
27
|
$122M
|
| Secure Asset Management, LLC |
2024 Q3
|
10/16/2024, 03:55 PM |
300
|
$592M
|
| Smallwood Wealth Investment Management, LLC |
2024 Q3
|
10/16/2024, 03:52 PM |
70
|
$140M
|
| Marshall Financial Group, LLC |
2024 Q3
|
10/16/2024, 03:49 PM |
218
|
$418M
|
| Trifecta Capital Advisors, LLC |
2024 Q3
|
10/16/2024, 03:44 PM |
410
|
$478M
|