| Teamwork Financial Advisors, LLC |
2024 Q3
|
10/16/2024, 03:43 PM |
159
|
$721M
|
| Bleakley Financial Group, LLC |
2024 Q3
|
10/16/2024, 03:43 PM |
1020
|
$3.28B
|
| OPTIMUM INVESTMENT ADVISORS |
2024 Q3
|
10/16/2024, 03:42 PM |
636
|
$231M
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2024 Q3
|
10/16/2024, 03:34 PM |
84
|
$484M
|
| Buffington Mohr McNeal |
2024 Q3
|
10/16/2024, 03:33 PM |
130
|
$608M
|
| Randolph Co Inc |
2024 Q3
|
10/16/2024, 03:31 PM |
42
|
$861M
|
| REDMONT WEALTH ADVISORS LLC |
2024 Q3
|
10/16/2024, 03:30 PM |
319
|
$64.6M
|
| TruWealth Advisors, LLC |
2024 Q3
|
10/16/2024, 03:29 PM |
164
|
$1.63B
|
| AlphaMark Advisors, LLC |
2024 Q3
|
10/16/2024, 03:28 PM |
672
|
$290M
|
| Ellsworth Advisors, LLC |
2024 Q3
|
10/16/2024, 03:28 PM |
175
|
$386M
|
| VISTA INVESTMENT PARTNERS LLC |
2024 Q3
|
10/16/2024, 03:16 PM |
153
|
$312M
|
| Leverty Financial Group, LLC |
2024 Q3
|
10/16/2024, 03:15 PM |
36
|
$183M
|
| Drake & Associates, LLC |
2024 Q3
|
10/16/2024, 03:12 PM |
88
|
$310M
|
| TRUST CO OF VERMONT |
2024 Q3
|
10/16/2024, 03:08 PM |
1063
|
$2B
|
| QUATTRO FINANCIAL ADVISORS LLC |
2024 Q3
|
10/16/2024, 03:00 PM |
72
|
$583K
|
| Heirloom Wealth Management |
2024 Q3
|
10/16/2024, 02:42 PM |
47
|
$321M
|
| Sweet Financial Partners, LLC |
2024 Q3
|
10/16/2024, 02:41 PM |
198
|
$462M
|
| SEVEN GRAND MANAGERS, LLC |
2024 Q3
|
10/16/2024, 02:29 PM |
65
|
$449M
|
| Alliance Wealth Advisors, LLC |
2024 Q3
|
10/16/2024, 02:27 PM |
137
|
$174M
|
| B.O.S.S. Retirement Advisors, LLC |
2024 Q3
|
10/16/2024, 02:25 PM |
206
|
$497M
|
| AAFMAA Wealth Management & Trust LLC |
2024 Q3
|
10/16/2024, 02:25 PM |
66
|
$227M
|
| Curran Financial Partners, LLC |
2024 Q3
|
10/16/2024, 02:20 PM |
90
|
$352M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2024 Q3
|
10/16/2024, 02:19 PM |
93
|
$608M
|
| Twelve Points Wealth Management LLC |
2024 Q3
|
10/16/2024, 02:09 PM |
183
|
$318M
|
| Kaydan Wealth Management, Inc. |
2024 Q3
|
10/16/2024, 02:01 PM |
106
|
$339M
|
| BAR HARBOR WEALTH MANAGEMENT |
2024 Q3
|
10/16/2024, 01:55 PM |
267
|
$1.57B
|
| Ballast, Inc. |
2024 Q3
|
10/16/2024, 01:55 PM |
125
|
$353M
|
| G&S Capital LLC |
2024 Q3
|
10/16/2024, 01:54 PM |
119
|
$238M
|
| CULBERTSON A N & CO INC |
2024 Q3
|
10/16/2024, 01:52 PM |
126
|
$621M
|
| BFSG, LLC |
2024 Q3
|
10/16/2024, 01:43 PM |
639
|
$861M
|
| Rheos Capital Works Inc. |
2024 Q3
|
10/16/2024, 01:42 PM |
105
|
$1.92B
|
| SPC Financial, Inc. |
2024 Q3
|
10/16/2024, 01:41 PM |
252
|
$1.14B
|
| Annapolis Financial Services, LLC |
2024 Q3
|
10/16/2024, 01:33 PM |
468
|
$338M
|
| DB Fitzpatrick & Co, Inc |
2024 Q3
|
10/16/2024, 01:25 PM |
86
|
$114M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2024 Q3
|
10/16/2024, 01:24 PM |
362
|
$1.05B
|
| Liontrust Investment Partners LLP |
2024 Q3
|
10/16/2024, 01:09 PM |
221
|
$6.7B
|
| Gradient Capital Advisors, LLC |
2024 Q3
|
10/16/2024, 01:08 PM |
148
|
$302M
|
| Strid Group, LLC |
2024 Q3
|
10/16/2024, 01:06 PM |
59
|
$658M
|
| Berkshire Money Management, Inc. |
2024 Q3
|
10/16/2024, 01:06 PM |
40
|
$874M
|
| Harbour Capital Advisors, LLC |
2024 Q3
|
10/16/2024, 01:06 PM |
275
|
$433M
|
| NatWest Group plc |
2024 Q3
|
10/16/2024, 01:05 PM |
35
|
$338M
|
| Heathbridge Capital Management Ltd. |
2024 Q3
|
10/16/2024, 01:05 PM |
29
|
$263M
|
| MONARCH CAPITAL MANAGEMENT INC |
2024 Q3
|
10/16/2024, 12:56 PM |
118
|
$371M
|
| Robbins Farley |
2024 Q3
|
10/16/2024, 12:52 PM |
155
|
$199M
|
| Tradewinds Capital Management, LLC |
2024 Q3
|
10/16/2024, 12:47 PM |
615
|
$374M
|
| Capital Planning LLC |
2024 Q3
|
10/16/2024, 12:41 PM |
87
|
$357M
|
| Citadel Investment Advisory, Inc. |
2024 Q3
|
10/16/2024, 12:37 PM |
81
|
$190M
|
| CPR Investments Inc. |
2024 Q3
|
10/16/2024, 12:31 PM |
37
|
$106M
|
| Mass General Brigham, Inc |
2024 Q3
|
10/16/2024, 12:07 PM |
5
|
$43.6M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2024 Q3
|
10/16/2024, 11:59 AM |
105
|
$520M
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2024 Q3
|
10/16/2024, 11:47 AM |
153
|
$251M
|
| BigSur Wealth Management LLC |
2024 Q3
|
10/16/2024, 11:46 AM |
161
|
$363M
|
| STRATEGIC PLANNING GROUP, LLC |
2024 Q3
|
10/16/2024, 11:46 AM |
78
|
$507M
|
| TPG Financial Advisors, LLC |
2024 Q3
|
10/16/2024, 11:45 AM |
68
|
$222M
|
| Red Door Wealth Management, LLC |
2024 Q3
|
10/16/2024, 11:43 AM |
217
|
$601M
|
| Brookmont Capital Management |
2024 Q3
|
10/16/2024, 11:38 AM |
56
|
$194M
|
| H&H Retirement Design & Management INC |
2024 Q3
|
10/16/2024, 11:35 AM |
76
|
$170M
|
| ARS Investment Partners, LLC |
2024 Q3
|
10/16/2024, 11:34 AM |
170
|
$1.12B
|
| Amplius Wealth Advisors, LLC |
2024 Q3
|
10/16/2024, 11:27 AM |
174
|
$916M
|
| Indiana Trust & Investment Management CO |
2024 Q3
|
10/16/2024, 11:23 AM |
487
|
$293M
|
| TPG Financial Advisors, LLC |
2024 Q2
|
10/16/2024, 11:22 AM |
68
|
$211M
|
| LaFleur & Godfrey LLC |
2024 Q3
|
10/16/2024, 11:18 AM |
147
|
$725M
|
| Regent Peak Wealth Advisors LLC |
2024 Q3
|
10/16/2024, 11:10 AM |
179
|
$431M
|
| Baskin Financial Services Inc. |
2024 Q3
|
10/16/2024, 11:05 AM |
50
|
$1.22B
|
| Hunter Perkins Capital Management, LLC |
2024 Q3
|
10/16/2024, 11:01 AM |
106
|
$493M
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2024 Q3
|
10/16/2024, 10:57 AM |
73
|
$424M
|
| PARAGON CAPITAL MANAGEMENT INC |
2024 Q3
|
10/16/2024, 10:52 AM |
67
|
$136M
|
| WOLFF WIESE MAGANA LLC |
2024 Q3
|
10/16/2024, 10:48 AM |
987
|
$146M
|
| BOS Asset Management, LLC |
2024 Q3
|
10/16/2024, 10:42 AM |
165
|
$272M
|
| Presima Securities ULC |
2024 Q3
|
10/16/2024, 10:37 AM |
52
|
$455M
|
| Independence Asset Advisors, LLC |
2024 Q3
|
10/16/2024, 10:35 AM |
6
|
$5.05M
|
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
2024 Q3
|
10/16/2024, 10:34 AM |
324
|
$961M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2024 Q3
|
10/16/2024, 10:17 AM |
151
|
$197M
|
| Provident Wealth Management, LLC |
2024 Q3
|
10/16/2024, 10:12 AM |
125
|
$293M
|
| William Marsh Rice University |
2024 Q3
|
10/16/2024, 10:03 AM |
2
|
$85.8M
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2024 Q3
|
10/16/2024, 09:59 AM |
182
|
$1.43B
|
| Heritage Family Offices, LLP |
2024 Q3
|
10/16/2024, 09:55 AM |
180
|
$194M
|
| Physician Wealth Advisors, Inc. |
2024 Q3
|
10/16/2024, 09:40 AM |
183
|
$550M
|
| UNIVERSITY OF CHICAGO |
2024 Q3
|
10/16/2024, 09:35 AM |
5
|
$118M
|
| Portman Square Capital LLP |
2024 Q3
|
10/16/2024, 09:31 AM |
80
|
$302M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2024 Q3
|
10/16/2024, 09:18 AM |
95
|
$337M
|
| RF&L WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/16/2024, 09:13 AM |
58
|
$141M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2024 Q3
|
10/16/2024, 09:10 AM |
130
|
$260M
|
| SJS Investment Consulting Inc. |
2024 Q3
|
10/16/2024, 08:57 AM |
1658
|
$567M
|
| AUA CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/16/2024, 08:39 AM |
82
|
$173M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2024 Q3
|
10/16/2024, 08:28 AM |
252
|
$221M
|
| Verum Partners LLC |
2024 Q3
|
10/16/2024, 08:18 AM |
162
|
$341M
|
| Sunpointe, LLC |
2024 Q3
|
10/16/2024, 08:16 AM |
170
|
$122M
|
| SeaCrest Wealth Management, LLC |
2024 Q3
|
10/16/2024, 08:10 AM |
651
|
$929M
|
| STAGE HARBOR FINANCIAL, LLC |
2024 Q3
|
10/16/2024, 08:08 AM |
49
|
$105M
|
| Aquamarine Zurich AG |
2024 Q3
|
10/16/2024, 07:14 AM |
14
|
$286M
|
| SUMITOMO LIFE INSURANCE CO |
2024 Q3
|
10/16/2024, 06:02 AM |
269
|
$5.09B
|
| Parkside Investments, LLC |
2024 Q3
|
10/15/2024, 09:55 PM |
93
|
$656M
|
| TrueMark Investments, LLC |
2024 Q3
|
10/15/2024, 09:53 PM |
239
|
$312M
|
| BALDWIN BROTHERS LLC/MA |
2024 Q3
|
10/15/2024, 06:46 PM |
1079
|
$1.47B
|
| PCA Investment Advisory Services Inc. |
2024 Q3
|
10/15/2024, 06:44 PM |
156
|
$212M
|
| SummerHaven Investment Management, LLC |
2024 Q3
|
10/15/2024, 06:43 PM |
197
|
$164M
|
| HENNESSY ADVISORS INC |
2024 Q3
|
10/15/2024, 06:37 PM |
300
|
$3.12B
|
| Lesa Sroufe & Co |
2024 Q3
|
10/15/2024, 06:21 PM |
74
|
$107M
|
| Center for Financial Planning, Inc. |
2024 Q3
|
10/15/2024, 05:49 PM |
580
|
$737M
|