| Jessup Wealth Management, Inc |
2024 Q3
|
10/9/2024, 05:06 PM |
57
|
$218M
|
| Profit Investment Management, LLC |
2024 Q3
|
10/9/2024, 05:06 PM |
81
|
$127M
|
| BWM Planning, LLC |
2024 Q3
|
10/9/2024, 05:06 PM |
76
|
$225M
|
| Sarasin & Partners LLP |
2024 Q3
|
10/9/2024, 05:04 PM |
80
|
$10.6B
|
| Towerpoint Wealth, LLC |
2024 Q3
|
10/9/2024, 05:03 PM |
85
|
$211M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2024 Q3
|
10/9/2024, 05:02 PM |
55
|
$160M
|
| Scott Capital Advisors, LLC |
2024 Q3
|
10/9/2024, 05:01 PM |
52
|
$353M
|
| Colorado Capital Management, Inc. |
2024 Q3
|
10/9/2024, 04:46 PM |
96
|
$203M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2024 Q3
|
10/9/2024, 04:41 PM |
343
|
$468M
|
| Westwind Capital |
2024 Q3
|
10/9/2024, 04:27 PM |
48
|
$412M
|
| Merrion Investment Management Co, LLC |
2024 Q3
|
10/9/2024, 04:26 PM |
103
|
$152M
|
| Cerro Pacific Wealth Advisors LLC |
2024 Q3
|
10/9/2024, 04:21 PM |
149
|
$259M
|
| Hoese & Co LLP |
2024 Q3
|
10/9/2024, 04:16 PM |
178
|
$119M
|
| Rose Park Advisors, LLC |
2024 Q3
|
10/9/2024, 04:15 PM |
1
|
$17.5M
|
| Private Advisory Group LLC |
2024 Q3
|
10/9/2024, 04:11 PM |
195
|
$794M
|
| Watts Gwilliam & Co., LLC |
2024 Q3
|
10/9/2024, 04:09 PM |
201
|
$458M
|
| Agate Pass Investment Management, LLC |
2024 Q3
|
10/9/2024, 04:04 PM |
94
|
$200M
|
| Constellation Investimentos e Participacoes Ltda |
2024 Q3
|
10/9/2024, 04:01 PM |
12
|
$181M
|
| Beaumont Financial Advisors, LLC |
2024 Q3
|
10/9/2024, 04:00 PM |
349
|
$1.28B
|
| ALBION FINANCIAL GROUP /UT |
2024 Q3
|
10/9/2024, 03:46 PM |
510
|
$1.44B
|
| Christopher J. Hasenberg, Inc |
2024 Q3
|
10/9/2024, 03:42 PM |
174
|
$242M
|
| Castleview Partners, LLC |
2024 Q3
|
10/9/2024, 03:37 PM |
915
|
$171M
|
| Hudson Capital Management LLC |
2024 Q3
|
10/9/2024, 03:26 PM |
66
|
$314M
|
| CCM INVESTMENT ADVISERS LLC |
2024 Q3
|
10/9/2024, 03:21 PM |
77
|
$897M
|
| Moisand Fitzgerald Tamayo, LLC |
2024 Q3
|
10/9/2024, 03:18 PM |
616
|
$728M
|
| Cladis Investment Advisory, LLC |
2024 Q2 - New Holdings
|
10/9/2024, 03:12 PM |
136
|
$138M
|
| San Luis Wealth Advisors LLC |
2024 Q3
|
10/9/2024, 03:08 PM |
143
|
$484M
|
| Cladis Investment Advisory, LLC |
2024 Q1 - New Holdings
|
10/9/2024, 03:03 PM |
138
|
$136M
|
| Stolper Co |
2024 Q3
|
10/9/2024, 02:51 PM |
89
|
$306M
|
| Worth Asset Management, LLC |
2024 Q3
|
10/9/2024, 02:50 PM |
130
|
$184M
|
| Cladis Investment Advisory, LLC |
2023 Q4 - New Holdings
|
10/9/2024, 02:44 PM |
143
|
$127M
|
| Rappaport Reiches Capital Management, LLC |
2024 Q3
|
10/9/2024, 02:34 PM |
113
|
$376M
|
| Cladis Investment Advisory, LLC |
2023 Q3 - New Holdings
|
10/9/2024, 02:33 PM |
134
|
$114M
|
| Ferguson Shapiro LLC |
2024 Q3
|
10/9/2024, 02:29 PM |
61
|
$268M
|
| PFW Advisors LLC |
2019 Q3
|
10/9/2024, 02:27 PM |
122
|
$78.1M
|
| MARSHALL & SULLIVAN INC /WA/ |
2024 Q3
|
10/9/2024, 02:23 PM |
40
|
$208M
|
| Foguth Wealth Management, LLC. |
2024 Q3
|
10/9/2024, 02:22 PM |
134
|
$275M
|
| Key Colony Management, LLC |
2024 Q3
|
10/9/2024, 02:20 PM |
6
|
$87.9M
|
| Cladis Investment Advisory, LLC |
2023 Q2 - New Holdings
|
10/9/2024, 02:15 PM |
136
|
$115M
|
| Independence Bank of Kentucky |
2024 Q3
|
10/9/2024, 02:11 PM |
586
|
$465M
|
| FRANKLIN STREET ADVISORS INC /NC |
2024 Q3
|
10/9/2024, 02:08 PM |
162
|
$1.48B
|
| Cladis Investment Advisory, LLC |
2023 Q1 - New Holdings
|
10/9/2024, 02:06 PM |
139
|
$111M
|
| Trevian Wealth Management LLC |
2024 Q3
|
10/9/2024, 02:05 PM |
30
|
$122M
|
| Clarius Group, LLC |
2024 Q3
|
10/9/2024, 02:05 PM |
453
|
$1.42B
|
| Selective Wealth Management, Inc. |
2024 Q3
|
10/9/2024, 01:56 PM |
106
|
$241M
|
| CAPITAL INSIGHT PARTNERS, LLC |
2024 Q3
|
10/9/2024, 01:42 PM |
157
|
$571M
|
| Cladis Investment Advisory, LLC |
2022 Q4 - New Holdings
|
10/9/2024, 01:41 PM |
132
|
$100M
|
| Cladis Investment Advisory, LLC |
2022 Q3 - New Holdings
|
10/9/2024, 01:31 PM |
125
|
$92.4M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2024 Q3
|
10/9/2024, 01:24 PM |
71
|
$205M
|
| Boston Common Asset Management, LLC |
2024 Q3
|
10/9/2024, 01:21 PM |
313
|
$3.84B
|
| Cladis Investment Advisory, LLC |
2022 Q2 - New Holdings
|
10/9/2024, 01:16 PM |
131
|
$100M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2024 Q3
|
10/9/2024, 01:10 PM |
39
|
$146M
|
| WealthBridge Investment Counsel Inc. |
2024 Q3
|
10/9/2024, 01:05 PM |
47
|
$282M
|
| Pinnacle Bancorp, Inc. |
2024 Q3
|
10/9/2024, 01:00 PM |
871
|
$374M
|
| Walker Financial Services, Inc. |
2024 Q3
|
10/9/2024, 12:28 PM |
29
|
$148M
|
| Freestate Advisors LLC |
2024 Q3
|
10/9/2024, 12:22 PM |
36
|
$96.1M
|
| Martel Wealth Advisors Inc |
2024 Q3
|
10/9/2024, 12:12 PM |
53
|
$489M
|
| Martel Wealth Advisors Inc |
2024 Q2
|
10/9/2024, 12:12 PM |
53
|
$466M
|
| Martel Wealth Advisors Inc |
2024 Q1
|
10/9/2024, 12:12 PM |
54
|
$461M
|
| Martel Wealth Advisors Inc |
2023 Q4
|
10/9/2024, 12:12 PM |
54
|
$440M
|
| Martel Wealth Advisors Inc |
2023 Q3
|
10/9/2024, 12:12 PM |
50
|
$402M
|
| Martel Wealth Advisors Inc |
2023 Q2
|
10/9/2024, 12:12 PM |
54
|
$412M
|
| Martel Wealth Advisors Inc |
2023 Q1
|
10/9/2024, 12:12 PM |
49
|
$392M
|
| Martel Wealth Advisors Inc |
2022 Q4
|
10/9/2024, 12:09 PM |
48
|
$369M
|
| Martel Wealth Advisors Inc |
2022 Q3
|
10/9/2024, 12:09 PM |
47
|
$349M
|
| Martel Wealth Advisors Inc |
2022 Q2
|
10/9/2024, 12:09 PM |
47
|
$366M
|
| Martel Wealth Advisors Inc |
2022 Q1
|
10/9/2024, 12:09 PM |
50
|
$411M
|
| Martel Wealth Advisors Inc |
2021 Q4
|
10/9/2024, 12:09 PM |
47
|
$422M
|
| Martel Wealth Advisors Inc |
2021 Q3
|
10/9/2024, 12:09 PM |
45
|
$398M
|
| Martel Wealth Advisors Inc |
2021 Q2
|
10/9/2024, 12:09 PM |
45
|
$397M
|
| Martel Wealth Advisors Inc |
2021 Q1
|
10/9/2024, 12:09 PM |
44
|
$358M
|
| Martel Wealth Advisors Inc |
2020 Q4
|
10/9/2024, 12:09 PM |
45
|
$343M
|
| HILLTOP WEALTH ADVISORS, LLC |
2024 Q3
|
10/9/2024, 12:06 PM |
51
|
$214M
|
| LifePro Asset Management |
2024 Q3
|
10/9/2024, 12:01 PM |
146
|
$163M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2024 Q3
|
10/9/2024, 12:00 PM |
120
|
$258M
|
| Red Mountain Financial, LLC |
2024 Q3
|
10/9/2024, 11:50 AM |
68
|
$94M
|
| REINHART PARTNERS, LLC. |
2024 Q3
|
10/9/2024, 11:42 AM |
80
|
$2.63B
|
| Iowa State Bank |
2024 Q3
|
10/9/2024, 11:40 AM |
110
|
$486M
|
| LongView Wealth Management |
2024 Q3
|
10/9/2024, 11:11 AM |
194
|
$313M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2024 Q3
|
10/9/2024, 10:49 AM |
67
|
$301M
|
| Steigerwald, Gordon & Koch Inc. |
2024 Q3
|
10/9/2024, 10:46 AM |
128
|
$917M
|
| A. D. Beadell Investment Counsel, Inc. |
2024 Q3
|
10/9/2024, 10:43 AM |
85
|
$125M
|
| Bank & Trust Co |
2024 Q3
|
10/9/2024, 10:30 AM |
287
|
$123M
|
| Peirce Capital Management, LLC |
2024 Q3
|
10/9/2024, 10:29 AM |
35
|
$199M
|
| Quotient Wealth Partners, LLC |
2024 Q3
|
10/9/2024, 10:14 AM |
314
|
$3.04B
|
| Northwest Bank & Trust Co |
2024 Q3
|
10/9/2024, 10:12 AM |
202
|
$131M
|
| Modus Advisors, LLC |
2024 Q3
|
10/9/2024, 10:11 AM |
112
|
$304M
|
| SS&H Financial Advisors, Inc. |
2024 Q3
|
10/9/2024, 10:06 AM |
126
|
$275M
|
| Brendel Financial Advisors LLC |
2024 Q3
|
10/9/2024, 09:55 AM |
94
|
$176M
|
| MOLLER WEALTH PARTNERS |
2024 Q3
|
10/9/2024, 09:45 AM |
65
|
$400M
|
| GEM Asset Management, LLC |
2024 Q3
|
10/9/2024, 09:26 AM |
91
|
$175M
|
| TOBAM |
2024 Q3
|
10/9/2024, 08:59 AM |
319
|
$524M
|
| Strategic Advisors LLC |
2024 Q3
|
10/9/2024, 08:59 AM |
202
|
$536M
|
| Sendero Wealth Management, LLC |
2024 Q3
|
10/9/2024, 08:55 AM |
156
|
$634M
|
| B & T Capital Management DBA Alpha Capital Management |
2024 Q3
|
10/9/2024, 08:40 AM |
111
|
$532M
|
| TRB Advisors LP |
2024 Q3
|
10/9/2024, 08:01 AM |
5
|
$543M
|
| Pensionfund Sabic |
2024 Q3
|
10/9/2024, 07:23 AM |
194
|
$320M
|
| Pensionfund DSM Netherlands |
2024 Q3
|
10/9/2024, 07:15 AM |
68
|
$218M
|
| BSN Capital Partners Ltd |
2024 Q3
|
10/9/2024, 07:12 AM |
38
|
$460M
|
| Money Design Co.,Ltd. |
2024 Q3
|
10/9/2024, 07:10 AM |
76
|
$2.01B
|