| 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
|
| BARLOW WEALTH PARTNERS, INC. |
2025 Q1
|
4/28/2025, 05:09 PM |
134
|
$761M
|
| MCIA Inc |
2025 Q1
|
4/28/2025, 05:08 PM |
63
|
$423M
|
| Summit Place Financial Advisors, LLC |
2025 Q1
|
4/28/2025, 05:08 PM |
92
|
$177M
|
| Boulder Wealth Advisors, LLC |
2025 Q1
|
4/28/2025, 05:04 PM |
26
|
$172M
|
| D.A. DAVIDSON & CO. |
2025 Q1
|
4/28/2025, 04:52 PM |
1393
|
$12.5B
|
| Rosenberg Matthew Hamilton |
2025 Q1
|
4/28/2025, 04:51 PM |
818
|
$399M
|
| PRINCIPAL FINANCIAL GROUP INC |
2025 Q1
|
4/28/2025, 04:43 PM |
2173
|
$178B
|
| Spectrum Asset Management, Inc. |
2025 Q1
|
4/28/2025, 04:41 PM |
5
|
$54.9M
|
| Xcel Wealth Management, LLC |
2025 Q1
|
4/28/2025, 04:34 PM |
129
|
$321M
|
| MBM Wealth Consultants, LLC |
2025 Q1
|
4/28/2025, 04:31 PM |
105
|
$338M
|
| Tandem Investment Advisors, Inc. |
2025 Q1
|
4/28/2025, 04:26 PM |
70
|
$2.87B
|
| USCF Advisers LLC |
2025 Q1
|
4/28/2025, 04:24 PM |
20
|
$1.04M
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q1
|
4/28/2025, 04:22 PM |
1508
|
$5.18B
|
| Red Mountain Financial, LLC |
2025 Q1
|
4/28/2025, 04:18 PM |
63
|
$82M
|
| Kinnevik AB (publ) |
2025 Q1
|
4/28/2025, 04:15 PM |
1
|
$71.1M
|
| Clarity Capital Partners LLC |
2025 Q1
|
4/28/2025, 04:13 PM |
120
|
$248M
|
| MERITAGE PORTFOLIO MANAGEMENT |
2025 Q1
|
4/28/2025, 04:12 PM |
318
|
$1.51B
|
| Audent Global Asset Management, LLC |
2025 Q1
|
4/28/2025, 04:10 PM |
50
|
$121M
|
| Milestone Investment Advisors LLC |
2025 Q1
|
4/28/2025, 04:10 PM |
126
|
$360M
|
| Holcombe Financial, Inc. |
2025 Q1
|
4/28/2025, 04:10 PM |
40
|
$120M
|
| Straight Path Wealth Management |
2025 Q1
|
4/28/2025, 04:08 PM |
109
|
$247M
|
| Buffington Mohr McNeal |
2025 Q1
|
4/28/2025, 04:07 PM |
111
|
$507M
|
| ZWJ INVESTMENT COUNSEL INC |
2025 Q1
|
4/28/2025, 04:06 PM |
211
|
$2.46B
|
| Clark Asset Management, LLC |
2025 Q1
|
4/28/2025, 04:06 PM |
157
|
$596M
|
| Able Wealth Management LLC |
2025 Q1
|
4/28/2025, 04:04 PM |
95
|
$167M
|
| St. James Investment Company, LLC |
2025 Q1
|
4/28/2025, 04:04 PM |
29
|
$600M
|
| P.A.W. CAPITAL CORP |
2025 Q1
|
4/28/2025, 04:04 PM |
17
|
$40.4M
|
| Clark Asset Management, LLC |
2024 Q3
|
4/28/2025, 04:03 PM |
122
|
$466M
|
| Sterling Manor Financial, LLC |
2025 Q1
|
4/28/2025, 04:02 PM |
28
|
$140M
|
| Smart Money Group LLC |
2025 Q1
|
4/28/2025, 04:01 PM |
77
|
$294M
|
| Clark Asset Management, LLC |
2024 Q2
|
4/28/2025, 04:01 PM |
96
|
$361M
|
| Resonant Capital Advisors, LLC |
2025 Q1
|
4/28/2025, 03:59 PM |
370
|
$1.43B
|
| Clark Asset Management, LLC |
2024 Q1
|
4/28/2025, 03:59 PM |
86
|
$326M
|
| MontVue Capital Management, Inc. |
2025 Q1
|
4/28/2025, 03:57 PM |
57
|
$125M
|
| Clark Asset Management, LLC |
2023 Q4
|
4/28/2025, 03:55 PM |
82
|
$273M
|
| Global Strategic Investment Solutions, LLC |
2025 Q1
|
4/28/2025, 03:55 PM |
147
|
$864M
|
| Clark Asset Management, LLC |
2023 Q3
|
4/28/2025, 03:54 PM |
75
|
$232M
|
| Capital Investment Counsel, Inc |
2025 Q1
|
4/28/2025, 03:52 PM |
244
|
$671M
|
| Chaney Capital Management, Inc. |
2025 Q1
|
4/28/2025, 03:51 PM |
35
|
$224M
|
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q1
|
4/28/2025, 03:50 PM |
2
|
$480M
|
| Clark Asset Management, LLC |
2023 Q2
|
4/28/2025, 03:49 PM |
78
|
$213M
|