| Element Wealth, LLC |
2025 Q1
|
4/29/2025, 11:54 AM |
162
|
$186M
|
| Mills Wealth Advisors LLC |
2025 Q1
|
4/29/2025, 11:52 AM |
63
|
$188M
|
| Impax Asset Management Group plc |
2025 Q1
|
4/29/2025, 11:49 AM |
295
|
$16.6B
|
| Argyle Capital Management Inc. |
2025 Q1
|
4/29/2025, 11:44 AM |
130
|
$269M
|
| Pacific Life Fund Advisors LLC |
2025 Q1
|
4/29/2025, 11:44 AM |
20
|
$891M
|
| New Capital Management LP |
2025 Q1
|
4/29/2025, 11:44 AM |
50
|
$348M
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2025 Q1
|
4/29/2025, 11:42 AM |
161
|
$198M
|
| Strategic Blueprint, LLC |
2025 Q1
|
4/29/2025, 11:41 AM |
664
|
$1.83B
|
| Sequent Asset Management, LLC |
2025 Q1
|
4/29/2025, 11:38 AM |
83
|
$180M
|
| Seascape Capital Management |
2025 Q1
|
4/29/2025, 11:27 AM |
100
|
$287M
|
| Brickley Wealth Management |
2025 Q1
|
4/29/2025, 11:26 AM |
45
|
$482M
|
| Elite Financial, Inc. |
2025 Q1
|
4/29/2025, 11:24 AM |
112
|
$189M
|
| TRUIST FINANCIAL CORP |
2025 Q1
|
4/29/2025, 11:22 AM |
2519
|
$62.3B
|
| Eukles Asset Management |
2025 Q1
|
4/29/2025, 11:21 AM |
224
|
$228M
|
| Capital Investment Advisory Services, LLC |
2025 Q1
|
4/29/2025, 11:21 AM |
1000
|
$1.12B
|
| Lightrock Netherlands B.V. |
2025 Q1
|
4/29/2025, 11:17 AM |
39
|
$380M
|
| Columbia River Financial Group, LLC |
2025 Q1
|
4/29/2025, 11:16 AM |
124
|
$150M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2025 Q1
|
4/29/2025, 11:11 AM |
198
|
$238M
|
| Phil A. Younker & Associates, Ltd. |
2025 Q1
|
4/29/2025, 11:09 AM |
30
|
$102M
|
| Brookstone Capital Management |
2025 Q1
|
4/29/2025, 10:58 AM |
1014
|
$6.98B
|
| Kintegral Advisory, LLC |
2025 Q1
|
4/29/2025, 10:51 AM |
237
|
$668M
|
| Catalyst Capital Advisors LLC |
2025 Q1
|
4/29/2025, 10:48 AM |
420
|
$4.88B
|
| Global Wealth Management Investment Advisory, Inc. |
2025 Q1
|
4/29/2025, 10:45 AM |
139
|
$500M
|
| SMART Wealth LLC |
2025 Q1
|
4/29/2025, 10:45 AM |
153
|
$279M
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2025 Q1
|
4/29/2025, 10:42 AM |
96
|
$1.46B
|
| WEDGEWOOD INVESTORS INC /PA/ |
2025 Q1
|
4/29/2025, 10:40 AM |
97
|
$84.2M
|
| Tilson Financial Group, Inc. |
2025 Q1
|
4/29/2025, 10:32 AM |
72
|
$253M
|
| HM PAYSON & CO |
2025 Q1
|
4/29/2025, 10:30 AM |
1036
|
$5.7B
|
| DT Investment Partners, LLC |
2025 Q1
|
4/29/2025, 10:25 AM |
552
|
$1.04B
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/29/2025, 10:23 AM |
83
|
$106M
|
| Bank of New York Mellon Corp |
2025 Q1
|
4/29/2025, 10:22 AM |
4123
|
$505B
|
| SL ADVISORS, LLC |
2025 Q1
|
4/29/2025, 10:09 AM |
31
|
$57.2M
|
| Huntleigh Advisors, Inc. |
2025 Q1 - New Holdings
|
4/29/2025, 09:51 AM |
258
|
$427M
|
| Huntleigh Advisors, Inc. |
2024 Q4
|
4/29/2025, 09:46 AM |
261
|
$464M
|
| Timber Creek Capital Management LLC |
2025 Q1
|
4/29/2025, 09:40 AM |
83
|
$375M
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2025 Q1
|
4/29/2025, 09:40 AM |
168
|
$1.72B
|
| BRAUN STACEY ASSOCIATES INC |
2025 Q1
|
4/29/2025, 09:28 AM |
116
|
$2.45B
|
| Wheelhouse Advisory Group LLC |
2025 Q1
|
4/29/2025, 09:25 AM |
40
|
$164M
|
| Simmons Bank |
2025 Q1
|
4/29/2025, 09:20 AM |
327
|
$1.33B
|
| Fairway Financial, LLC |
2025 Q1
|
4/29/2025, 09:05 AM |
20
|
$110M
|
| Fortune Financial Advisors, LLC |
2025 Q1
|
4/29/2025, 09:05 AM |
95
|
$116M
|
| Maj Invest Holding A/S |
2025 Q1
|
4/29/2025, 08:58 AM |
45
|
$2.77B
|
| Compton Wealth Advisory Group, LLC |
2025 Q1
|
4/29/2025, 08:54 AM |
81
|
$360M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q1
|
4/29/2025, 08:51 AM |
188
|
$553M
|
| Concurrent Investment Advisors, LLC |
2025 Q1
|
4/29/2025, 08:49 AM |
1197
|
$4.11B
|
| Marks Wealth, LLC |
2025 Q1
|
4/29/2025, 08:45 AM |
16
|
$272M
|
| VAUGHAN & Co SECURITIES, INC. |
2025 Q1
|
4/29/2025, 08:43 AM |
55
|
$162M
|
| Discipline Wealth Solutions, LLC |
2025 Q1
|
4/29/2025, 08:40 AM |
73
|
$210M
|
| BYRNE FINANCIAL FREEDOM, LLC |
2024 Q4
|
4/29/2025, 08:17 AM |
99
|
$225M
|
| Harel Insurance Investments & Financial Services Ltd. |
2025 Q1
|
4/29/2025, 07:47 AM |
475
|
$7.64B
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2025 Q1
|
4/29/2025, 07:44 AM |
112
|
$669M
|
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
2025 Q1
|
4/29/2025, 06:15 AM |
72
|
$1.47B
|
| Paul R. Ried Financial Group, LLC |
2025 Q1
|
4/28/2025, 09:58 PM |
29
|
$144M
|
| IFM Investors Pty Ltd |
2025 Q1
|
4/28/2025, 09:46 PM |
674
|
$10.1B
|
| IFM Investors Pty Ltd |
2024 Q4
|
4/28/2025, 09:42 PM |
674
|
$9.84B
|
| GF FUND MANAGEMENT CO. LTD. |
2025 Q1
|
4/28/2025, 09:36 PM |
666
|
$4.26B
|
| Hara Capital LLC |
2024 Q3 - Restatement
|
4/28/2025, 09:21 PM |
301
|
$161M
|
| OneDigital Investment Advisors LLC |
2025 Q1
|
4/28/2025, 09:16 PM |
1393
|
$8.44B
|
| HARTLINE INVESTMENT CORP/ |
2025 Q1
|
4/28/2025, 08:31 PM |
101
|
$750M
|
| Carmel Capital Management L.L.C. |
2025 Q1
|
4/28/2025, 08:19 PM |
25
|
$246M
|
| 4J Wealth Management LLC |
2025 Q1
|
4/28/2025, 08:10 PM |
89
|
$127M
|
| 44 WEALTH MANAGEMENT LLC |
2025 Q1
|
4/28/2025, 07:43 PM |
186
|
$266M
|
| PBCay One RSC Ltd |
2025 Q1
|
4/28/2025, 07:17 PM |
14
|
$1.3B
|
| Fisher Funds Management LTD |
2025 Q1
|
4/28/2025, 06:21 PM |
164
|
$4.12B
|
| BAKER BOYER NATIONAL BANK |
2025 Q1
|
4/28/2025, 06:19 PM |
73
|
$271M
|
| Hansen & Associates Financial Group, Inc. |
2025 Q1
|
4/28/2025, 06:07 PM |
3
|
$186M
|
| Royal Harbor Partners, LLC |
2025 Q1
|
4/28/2025, 06:02 PM |
46
|
$258M
|
| SimpliFi, Inc. |
2025 Q1
|
4/28/2025, 06:01 PM |
41
|
$218M
|
| Avantax Planning Partners, Inc. |
2025 Q1
|
4/28/2025, 06:00 PM |
431
|
$2.82B
|
| SILVER OAK SECURITIES, Inc |
2025 Q1 - Restatement
|
4/28/2025, 05:59 PM |
655
|
$1.07B
|
| MACKAY SHIELDS LLC |
2025 Q1
|
4/28/2025, 05:57 PM |
144
|
$3.09B
|
| Calamos Wealth Management LLC |
2025 Q1
|
4/28/2025, 05:56 PM |
326
|
$2B
|
| Calamos Advisors LLC |
2025 Q1
|
4/28/2025, 05:56 PM |
861
|
$21.1B
|
| MBA Advisors LLC |
2025 Q1
|
4/28/2025, 05:55 PM |
132
|
$202M
|
| Cohen Investment Advisors LLC |
2025 Q1 - Restatement
|
4/28/2025, 05:54 PM |
78
|
$172M
|
| Goehring & Rozencwajg Associates, LLC |
2025 Q1
|
4/28/2025, 05:54 PM |
42
|
$552M
|
| CONNING INC. |
2025 Q1
|
4/28/2025, 05:53 PM |
351
|
$2.86B
|
| Caerus Investment Advisors, LLC |
2025 Q1
|
4/28/2025, 05:53 PM |
30
|
$104M
|
| Aurora Private Wealth, Inc. |
2025 Q1 - Restatement
|
4/28/2025, 05:52 PM |
150
|
$125M
|
| Courage Miller Partners, LLC |
2025 Q1
|
4/28/2025, 05:52 PM |
82
|
$295M
|
| Aviance Capital Partners, LLC |
2025 Q1
|
4/28/2025, 05:52 PM |
336
|
$711M
|
| Sitrin Capital Management LLC |
2025 Q1
|
4/28/2025, 05:51 PM |
41
|
$185M
|
| MOODY ALDRICH PARTNERS LLC |
2025 Q1
|
4/28/2025, 05:51 PM |
168
|
$478M
|
| Sterling Financial Planning, Inc. |
2025 Q1
|
4/28/2025, 05:47 PM |
109
|
$276M
|
| AF Advisors, Inc. |
2025 Q1
|
4/28/2025, 05:47 PM |
22
|
$529M
|
| Leeward Investments, LLC - MA |
2025 Q1
|
4/28/2025, 05:46 PM |
143
|
$1.88B
|
| DAVIDSON TRUST CO |
2025 Q1
|
4/28/2025, 05:41 PM |
162
|
$210M
|
| Onyx Bridge Wealth Group LLC |
2025 Q1
|
4/28/2025, 05:36 PM |
293
|
$697M
|
| Goelzer Investment Management, Inc. |
2025 Q1 - Restatement
|
4/28/2025, 05:35 PM |
237
|
$1.73B
|
| PALISADE CAPITAL MANAGEMENT, LP |
2025 Q1
|
4/28/2025, 05:34 PM |
371
|
$3.48B
|
| Checchi Capital Advisers, LLC |
2025 Q1
|
4/28/2025, 05:33 PM |
578
|
$1.41B
|
| Values Added Financial LLC |
2025 Q1
|
4/28/2025, 05:32 PM |
117
|
$180M
|
| BELLEVUE ASSET MANAGEMENT, LLC |
2025 Q1
|
4/28/2025, 05:28 PM |
477
|
$183M
|
| Fusion Family Wealth LLC |
2025 Q1
|
4/28/2025, 05:28 PM |
44
|
$1.09B
|
| Mutual Advisors, LLC |
2025 Q1
|
4/28/2025, 05:27 PM |
1079
|
$3.49B
|
| Gutierrez Wealth Advisory, LLC |
2025 Q1
|
4/28/2025, 05:26 PM |
46
|
$123M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2025 Q1
|
4/28/2025, 05:17 PM |
67
|
$175M
|
| CASTLE WEALTH MANAGEMENT LLC |
2025 Q1
|
4/28/2025, 05:13 PM |
126
|
$255M
|
| TKG Advisors, LLC |
2025 Q1
|
4/28/2025, 05:13 PM |
86
|
$203M
|
| North Capital, Inc. |
2025 Q1
|
4/28/2025, 05:11 PM |
618
|
$106M
|