| Centersquare Investment Management Llc |
2025 Q1
|
5/9/2025, 03:16 PM |
77
|
$9.66B
|
| Broadcrest Asset Management, LLC |
2025 Q1
|
5/9/2025, 03:14 PM |
4
|
$52.6M
|
| MGB Wealth Management, LLC |
2025 Q1
|
5/9/2025, 03:11 PM |
292
|
$276M
|
| Natural Investments, Llc |
2025 Q1
|
5/9/2025, 03:10 PM |
246
|
$353M
|
| Legacy Capital Group California, Inc. |
2025 Q1
|
5/9/2025, 03:09 PM |
306
|
$287M
|
| Twin City Private Wealth, Llc |
2025 Q1
|
5/9/2025, 03:08 PM |
94
|
$114M
|
| Ritter Daniher Financial Advisory LLC / DE |
2025 Q1
|
5/9/2025, 03:07 PM |
310
|
$367M
|
| Clear Investment Research, Llc |
2025 Q1
|
5/9/2025, 03:03 PM |
226
|
$74.8M
|
| Cascade Wealth Advisors, Inc |
2025 Q1
|
5/9/2025, 03:02 PM |
41
|
$145M
|
| Bluegrass Capital Partners LP |
2025 Q1
|
5/9/2025, 03:01 PM |
11
|
$117M
|
| Renasant Bank |
2025 Q1
|
5/9/2025, 03:00 PM |
156
|
$151M
|
| Investidor Profissional Gestao de Recursos Ltda. |
2025 Q1
|
5/9/2025, 02:58 PM |
20
|
$103M
|
| Wealthspire Advisors, LLC |
2025 Q1
|
5/9/2025, 02:58 PM |
789
|
$16.7B
|
| Wallington Asset Management, LLC |
2025 Q1
|
5/9/2025, 02:58 PM |
93
|
$694M
|
| Prime Buchholz LLC |
2025 Q1
|
5/9/2025, 02:56 PM |
23
|
$286M
|
| Annis Gardner Whiting Capital Advisors, LLC |
2025 Q1
|
5/9/2025, 02:56 PM |
737
|
$236M
|
| Investment Counsel Co Of Nevada |
2025 Q1
|
5/9/2025, 02:51 PM |
71
|
$44M
|
| Comprehensive Financial Planning, Inc./PA |
2025 Q1
|
5/9/2025, 02:50 PM |
330
|
$103M
|
| Leisure Capital Management |
2025 Q1
|
5/9/2025, 02:49 PM |
136
|
$244M
|
| John Schreiber |
2025 Q1
|
5/9/2025, 02:48 PM |
0
|
$0
|
| Pine Ridge Advisers LLC |
2025 Q1
|
5/9/2025, 02:48 PM |
35
|
$1.17B
|
| Keener Financial Planning LLC |
2025 Q1
|
5/9/2025, 02:47 PM |
171
|
$154M
|
| Acima Private Wealth, Llc |
2025 Q1
|
5/9/2025, 02:46 PM |
180
|
$279M
|
| John & Kathleen Schreiber Foundation |
2025 Q1
|
5/9/2025, 02:45 PM |
4
|
$135M
|
| Ithaka Group Llc |
2025 Q1
|
5/9/2025, 02:45 PM |
37
|
$491M
|
| Vision Financial Markets Llc |
2025 Q1
|
5/9/2025, 02:42 PM |
436
|
$91.9M
|
| Schreiber Kathleen |
2025 Q1
|
5/9/2025, 02:41 PM |
0
|
$0
|
| West Michigan Advisors, Llc |
2025 Q1
|
5/9/2025, 02:39 PM |
212
|
$302M
|
| Hengistbury Investment Partners LLP |
2025 Q1
|
5/9/2025, 02:39 PM |
5
|
$173M
|
| Financial Connections Group, Inc. |
2025 Q1
|
5/9/2025, 02:38 PM |
218
|
$219M
|
| Topel & Distasi Wealth Management, LLC |
2025 Q1
|
5/9/2025, 02:37 PM |
73
|
$214M
|
| American Express Co |
2025 Q1
|
5/9/2025, 02:36 PM |
3
|
$1.15B
|
| American Express Co |
2024 Q4 - New Holdings
|
5/9/2025, 02:34 PM |
1
|
$637K
|
| Schnieders Capital Management Llc |
2025 Q1
|
5/9/2025, 02:34 PM |
203
|
$468M
|
| American Express Co |
2024 Q3 - New Holdings
|
5/9/2025, 02:33 PM |
1
|
$308K
|
| Nalanda India Fund LTD |
2025 Q1
|
5/9/2025, 02:32 PM |
1
|
$183M
|
| American Express Co |
2024 Q2 - New Holdings
|
5/9/2025, 02:32 PM |
1
|
$544K
|
| Strategy Asset Managers Llc |
2025 Q1
|
5/9/2025, 02:32 PM |
242
|
$485M
|
| Nalanda India Equity Fund Ltd |
2025 Q1
|
5/9/2025, 02:31 PM |
2
|
$764M
|
| American Express Co |
2024 Q1 - New Holdings
|
5/9/2025, 02:31 PM |
1
|
$528K
|
| American Express Co |
2023 Q4 - New Holdings
|
5/9/2025, 02:30 PM |
1
|
$464K
|
| Diana Davis Spencer Foundation |
2025 Q1
|
5/9/2025, 02:30 PM |
4
|
$288M
|
| American Assets Investment Management, LLC |
2025 Q1 - Restatement
|
5/9/2025, 02:30 PM |
146
|
$1.14B
|
| Encompass More Asset Management |
2025 Q1
|
5/9/2025, 02:29 PM |
192
|
$335M
|
| Aquire Wealth Advisors, LLC |
2025 Q1
|
5/9/2025, 02:26 PM |
48
|
$325M
|
| Commonwealth Retirement Investments LLC |
2025 Q1
|
5/9/2025, 02:24 PM |
94
|
$246M
|
| Horizon Family Wealth, Inc. |
2025 Q1
|
5/9/2025, 02:23 PM |
73
|
$150M
|
| Shaker Financial Services, LLC |
2025 Q1
|
5/9/2025, 02:22 PM |
153
|
$257M
|
| Washington Growth Strategies Llc |
2025 Q1
|
5/9/2025, 02:21 PM |
43
|
$7.46K
|
| BCR Wealth Strategies, LLC |
2025 Q1
|
5/9/2025, 02:21 PM |
26
|
$228M
|
| Cary Street Partners Financial Llc |
2025 Q1
|
5/9/2025, 02:20 PM |
860
|
$3.16B
|
| Advyzon Investment Management, LLC |
2025 Q1
|
5/9/2025, 02:19 PM |
284
|
$283M
|
| McMill Wealth Management |
2025 Q1
|
5/9/2025, 02:15 PM |
50
|
$277M
|
| Performa Ltd (US), LLC |
2025 Q1
|
5/9/2025, 02:14 PM |
51
|
$301M
|
| Intrust Bank Na |
2025 Q1
|
5/9/2025, 02:12 PM |
378
|
$1.01B
|
| Avion Wealth |
2025 Q1
|
5/9/2025, 02:11 PM |
968
|
$388M
|
| Adventist Health System/ West |
2025 Q1
|
5/9/2025, 02:10 PM |
8
|
$634M
|
| Bouchey Financial Group Ltd |
2025 Q1
|
5/9/2025, 02:09 PM |
138
|
$1.11B
|
| Fourth Sail Capital LP |
2025 Q1
|
5/9/2025, 02:07 PM |
28
|
$427M
|
| Endowment Wealth Management, Inc. |
2025 Q1
|
5/9/2025, 02:04 PM |
149
|
$155M
|
| Westwood Holdings Group Inc |
2025 Q1
|
5/9/2025, 02:04 PM |
463
|
$13.2B
|
| Harbor Island Capital LLC |
2025 Q1
|
5/9/2025, 02:02 PM |
16
|
$202M
|
| McClarren Financial Advisors, Inc. |
2025 Q1
|
5/9/2025, 01:59 PM |
274
|
$120M
|
| Ranch Capital Advisors Inc. |
2025 Q1
|
5/9/2025, 01:58 PM |
139
|
$211M
|
| Cary Street Partners Investment Advisory Llc |
2025 Q1
|
5/9/2025, 01:57 PM |
566
|
$173M
|
| Atria Wealth Solutions, Inc. |
2025 Q1
|
5/9/2025, 01:56 PM |
1842
|
$8.3B
|
| Syntegra Private Wealth Group, LLC |
2025 Q1
|
5/9/2025, 01:55 PM |
161
|
$855M
|
| Levin Capital Strategies, L.P. |
2025 Q1
|
5/9/2025, 01:52 PM |
165
|
$942M
|
| Farrow Financial Inc. |
2025 Q1
|
5/9/2025, 01:48 PM |
50
|
$149M
|
| PARUS FINANCE (UK) Ltd |
2025 Q1
|
5/9/2025, 01:43 PM |
32
|
$293M
|
| Empower Advisory Group, LLC |
2025 Q1
|
5/9/2025, 01:39 PM |
495
|
$30.6B
|
| Costello Asset Management, INC |
2025 Q1
|
5/9/2025, 01:34 PM |
682
|
$246M
|
| Factorial Partners, LLC |
2025 Q1
|
5/9/2025, 01:30 PM |
66
|
$162M
|
| Warberg Asset Management LLC |
2025 Q1
|
5/9/2025, 01:29 PM |
169
|
$364M
|
| Wills Financial Group LLC |
2025 Q1
|
5/9/2025, 01:28 PM |
62
|
$226M
|
| W.H. Cornerstone Investments Inc. |
2025 Q1
|
5/9/2025, 01:13 PM |
110
|
$145M
|
| Cooper/Haims Advisors, Llc |
2025 Q1
|
5/9/2025, 01:12 PM |
79
|
$184M
|
| JGP Global Gestao de Recursos Ltda. |
2025 Q1
|
5/9/2025, 01:12 PM |
34
|
$131M
|
| ROI Financial Advisors, LLC |
2025 Q1
|
5/9/2025, 01:09 PM |
61
|
$138M
|
| Ask Capital Management, Llc |
2025 Q1
|
5/9/2025, 01:07 PM |
4
|
$296M
|
| NBZ Investment Advisors LLC |
2025 Q1
|
5/9/2025, 01:02 PM |
57
|
$173M
|
| American Assets Inc |
2025 Q1
|
5/9/2025, 12:57 PM |
25
|
$289M
|
| Three Seasons Wealth, LLC |
2025 Q1
|
5/9/2025, 12:51 PM |
106
|
$202M
|
| LCM Capital Management Inc |
2025 Q1
|
5/9/2025, 12:47 PM |
100
|
$170M
|
| Maxi Investments CY Ltd |
2025 Q1
|
5/9/2025, 12:46 PM |
112
|
$502M
|
| Total Investment Management Inc |
2025 Q1
|
5/9/2025, 12:46 PM |
74
|
$765M
|
| Reaves W H & Co Inc |
2025 Q1
|
5/9/2025, 12:42 PM |
79
|
$3.93B
|
| New Age Alpha Advisors, LLC |
2025 Q1
|
5/9/2025, 12:40 PM |
885
|
$2.23B
|
| Middleton & Co Inc/Ma |
2025 Q1
|
5/9/2025, 12:33 PM |
156
|
$856M
|
| Thoroughbred Financial Services, Llc |
2025 Q1
|
5/9/2025, 12:32 PM |
671
|
$1.6B
|
| Plan Group Financial, LLC |
2025 Q1
|
5/9/2025, 12:31 PM |
148
|
$280M
|
| Fortis Capital Management LLC |
2025 Q1
|
5/9/2025, 12:29 PM |
154
|
$514M
|
| Rps Advisory Solutions Llc |
2025 Q1
|
5/9/2025, 12:29 PM |
91
|
$141M
|
| Pitcairn Co |
2025 Q1
|
5/9/2025, 12:23 PM |
707
|
$1.66B
|
| Drucker Wealth 3.0, LLC |
2025 Q1
|
5/9/2025, 12:23 PM |
154
|
$454M
|
| Delta Asset Management Llc/Tn |
2025 Q1
|
5/9/2025, 12:22 PM |
605
|
$1.05B
|
| Cantillon Capital Management Llc |
2025 Q1
|
5/9/2025, 12:21 PM |
37
|
$15.4B
|
| Altium Capital Management LLC |
2025 Q1
|
5/9/2025, 12:18 PM |
22
|
$36.7M
|
| GeoWealth Management, LLC |
2025 Q1
|
5/9/2025, 12:13 PM |
1056
|
$2.49B
|
| Associated Banc Corp |
2025 Q1
|
5/9/2025, 12:08 PM |
320
|
$3.28B
|