| 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
|
| Clark Asset Management, LLC |
2023 Q1
|
4/28/2025, 03:40 PM |
62
|
$167M
|
| Clark Asset Management, LLC |
2022 Q4
|
4/28/2025, 03:38 PM |
59
|
$139M
|
| TEACHER RETIREMENT SYSTEM OF TEXAS |
2025 Q1
|
4/28/2025, 03:37 PM |
2077
|
$24B
|
| Lodestone Wealth Management LLC |
2025 Q1
|
4/28/2025, 03:35 PM |
154
|
$188M
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2025 Q1
|
4/28/2025, 03:35 PM |
31
|
$112M
|
| Latitude Advisors, LLC |
2025 Q1
|
4/28/2025, 03:26 PM |
186
|
$172M
|
| R.H. Investment Group, LLC |
2025 Q1
|
4/28/2025, 03:23 PM |
30
|
$104M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q1
|
4/28/2025, 03:22 PM |
69
|
$228M
|
| Revisor Wealth Management LLC |
2025 Q1
|
4/28/2025, 03:19 PM |
221
|
$225M
|
| Strategic Financial Concepts, LLC |
2025 Q1
|
4/28/2025, 03:16 PM |
336
|
$533M
|
| Cannon Advisors, Inc. |
2025 Q1
|
4/28/2025, 03:12 PM |
60
|
$109M
|
| Baskin Financial Services Inc. |
2025 Q1
|
4/28/2025, 03:10 PM |
49
|
$1.23B
|
| Drum Hill Capital, LLC |
2025 Q1
|
4/28/2025, 03:09 PM |
46
|
$86.5M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2025 Q1
|
4/28/2025, 03:07 PM |
17
|
$19.9M
|
| INCA Investments LLC |
2025 Q1
|
4/28/2025, 03:06 PM |
10
|
$219M
|
| NOVEM GROUP |
2025 Q1
|
4/28/2025, 03:05 PM |
354
|
$708M
|
| Glassy Mountain Advisors, Inc. |
2025 Q1
|
4/28/2025, 03:01 PM |
62
|
$282M
|
| Sebold Capital Management, Inc. |
2025 Q1
|
4/28/2025, 02:59 PM |
73
|
$152M
|
| Ativo Capital Management LLC |
2025 Q1
|
4/28/2025, 02:58 PM |
54
|
$117M
|
| CLUNE & ASSOCIATES, LTD. |
2025 Q1
|
4/28/2025, 02:56 PM |
141
|
$326M
|
| Axis Wealth Partners, LLC |
2025 Q1
|
4/28/2025, 02:43 PM |
140
|
$135M
|
| Trustees of Dartmouth College |
2025 Q1
|
4/28/2025, 02:39 PM |
5
|
$353M
|
| First Horizon Advisors, Inc. |
2025 Q1
|
4/28/2025, 02:36 PM |
2305
|
$3.55B
|
| FSR Wealth Management Ltd. |
2025 Q1
|
4/28/2025, 02:26 PM |
39
|
$75.8M
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2025 Q1
|
4/28/2025, 02:25 PM |
101
|
$492M
|
| Cannon Global Investment Management, LLC |
2025 Q1
|
4/28/2025, 02:24 PM |
75
|
$36.3M
|
| Level Wealth Management LLC |
2025 Q1
|
4/28/2025, 02:22 PM |
52
|
$153M
|
| Weaver Consulting Group |
2025 Q1
|
4/28/2025, 02:18 PM |
222
|
$332M
|
| Elmwood Wealth Management, Inc. |
2025 Q1
|
4/28/2025, 02:15 PM |
128
|
$244M
|
| PRIVATE TRUST CO NA |
2025 Q1
|
4/28/2025, 02:08 PM |
2469
|
$972M
|
| O'Brien Wealth Partners LLC |
2025 Q1
|
4/28/2025, 02:02 PM |
72
|
$537M
|
| Physician Wealth Advisors, Inc. |
2025 Q1
|
4/28/2025, 02:00 PM |
1436
|
$581M
|
| PINNACLE FINANCIAL PARTNERS INC |
2025 Q1
|
4/28/2025, 01:58 PM |
524
|
$4.96B
|
| Fiduciary Group, LLC |
2025 Q1
|
4/28/2025, 01:46 PM |
272
|
$998M
|
| Acuitas Investments, LLC |
2025 Q1
|
4/28/2025, 01:37 PM |
66
|
$117M
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q1
|
4/28/2025, 01:36 PM |
56
|
$110M
|
| Mainstream Capital Management LLC |
2025 Q1
|
4/28/2025, 01:29 PM |
86
|
$126M
|
| Arlington Trust Co LLC |
2025 Q1
|
4/28/2025, 01:21 PM |
615
|
$472M
|
| Vishria Bird Financial Group, LLC |
2025 Q1
|
4/28/2025, 01:11 PM |
83
|
$294M
|
| Alley Investment Management Company, LLC |
2025 Q1
|
4/28/2025, 01:10 PM |
88
|
$797M
|
| Yelin Lapidot Holdings Management Ltd. |
2025 Q1
|
4/28/2025, 01:08 PM |
98
|
$518M
|
| Sensible Financial Planning & Management, LLC. |
2025 Q1
|
4/28/2025, 01:02 PM |
30
|
$501M
|
| Equita Financial Network, Inc. |
2025 Q1
|
4/28/2025, 12:53 PM |
86
|
$286M
|
| SWMG, LLC |
2025 Q1
|
4/28/2025, 12:48 PM |
111
|
$252M
|
| ArborFi Advisors, LLC |
2025 Q1
|
4/28/2025, 12:44 PM |
46
|
$101M
|
| American Capital Advisory, LLC |
2025 Q1
|
4/28/2025, 12:35 PM |
799
|
$185M
|
| CIBRA Capital Ltd |
2025 Q1
|
4/28/2025, 12:32 PM |
24
|
$287M
|
| Financial Advocates Investment Management |
2025 Q1
|
4/28/2025, 12:30 PM |
707
|
$1.4B
|
| McGinn Penninger Investment Management, Inc. |
2025 Q1
|
4/28/2025, 12:29 PM |
44
|
$153M
|
| Krane Funds Advisors LLC |
2025 Q1
|
4/28/2025, 12:26 PM |
119
|
$3.48B
|
| Compound Global Advisors, LLC |
2025 Q1
|
4/28/2025, 12:24 PM |
39
|
$16.9M
|
| Reliant Wealth Planning |
2025 Q1
|
4/28/2025, 12:24 PM |
29
|
$219M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/28/2025, 12:16 PM |
212
|
$1.29B
|
| PENOBSCOT WEALTH MANAGEMENT |
2025 Q1
|
4/28/2025, 12:13 PM |
91
|
$238M
|
| MOODY LYNN & LIEBERSON, LLC |
2025 Q1
|
4/28/2025, 12:10 PM |
244
|
$1.56B
|
| Aaron Wealth Advisors LLC |
2025 Q1
|
4/28/2025, 12:09 PM |
450
|
$872M
|
| First Bank & Trust |
2025 Q1
|
4/28/2025, 12:06 PM |
233
|
$517M
|
| Defender Capital, LLC. |
2025 Q1
|
4/28/2025, 12:03 PM |
35
|
$253M
|
| BCO Wealth Management LLC |
2025 Q1
|
4/28/2025, 11:57 AM |
30
|
$128M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2025 Q1
|
4/28/2025, 11:51 AM |
89
|
$542M
|
| Whitegate Investment Counselors, Inc. |
2025 Q1
|
4/28/2025, 11:50 AM |
65
|
$282M
|
| GR FINANCIAL GROUP, LLC |
2025 Q1
|
4/28/2025, 11:49 AM |
21
|
$649M
|
| NovaPoint Capital, LLC |
2025 Q1
|
4/28/2025, 11:46 AM |
137
|
$325M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2025 Q1
|
4/28/2025, 11:43 AM |
139
|
$3.14B
|
| HORIZON FINANCIAL SERVICES, LLC |
2025 Q1
|
4/28/2025, 11:35 AM |
292
|
$1.92B
|
| North of South Capital LLP |
2025 Q1
|
4/28/2025, 11:32 AM |
20
|
$895M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2025 Q1
|
4/28/2025, 11:30 AM |
102
|
$103M
|