| 04 Nov 2025, 20:49:07 UTC |
13F-HR |
Lokken Investment Group LLC |
2025 Q3
|
148
|
$291M
|
| 05 Nov 2025, 12:36:08 UTC |
13F-HR |
MMA ASSET MANAGEMENT LLC |
2025 Q3
|
301
|
$300M
|
| 05 Nov 2025, 11:54:28 UTC |
13F-HR |
Solitude Financial Services |
2025 Q3
|
37
|
$292M
|
| 05 Nov 2025, 17:26:40 UTC |
13F-HR |
Windward Private Wealth Management Inc. |
2025 Q3
|
44
|
$290M
|
| 05 Nov 2025, 10:14:08 UTC |
13F-HR |
High Ground Investment Management LLP |
2025 Q3
|
8
|
$602M
|
| 05 Nov 2025, 12:21:16 UTC |
13F-HR |
Client First Capital LLC |
2025 Q3
|
22
|
$224M
|
| 05 Nov 2025, 12:38:46 UTC |
13F-HR |
Concord Wealth Partners |
2025 Q3
|
833
|
$725M
|
| 04 Nov 2025, 21:52:50 UTC |
13F-HR |
Auxano Advisors, LLC |
2025 Q3
|
172
|
$470M
|
| 05 Nov 2025, 16:45:01 UTC |
13F-HR |
Anthracite Investment Company, Inc. |
2025 Q3
|
0
|
$0
|
| 05 Nov 2025, 07:26:38 UTC |
13F-HR |
swisspartners Advisors Ltd |
2025 Q3
|
23
|
$122M
|
| 05 Nov 2025, 10:55:02 UTC |
13F-HR |
Shade Tree Advisors LLC |
2025 Q3
|
18
|
$116M
|
| 05 Nov 2025, 10:40:37 UTC |
13F-HR |
RMR Wealth Builders |
2025 Q3
|
282
|
$1.19B
|
| 04 Nov 2025, 19:36:03 UTC |
13F-HR |
BEAM WEALTH ADVISORS, INC. |
2025 Q3
|
109
|
$367M
|
| 04 Nov 2025, 18:33:00 UTC |
13F-HR |
Goodwin Investment Advisory |
2025 Q3
|
28
|
$93.3M
|
| 05 Nov 2025, 13:20:20 UTC |
13F-HR |
Soundwatch Capital LLC |
2025 Q3
|
39
|
$624M
|
| 05 Nov 2025, 10:08:00 UTC |
13F-HR |
Fusion Capital, LLC |
2025 Q3
|
98
|
$343M
|
| 05 Nov 2025, 17:17:10 UTC |
13F-HR |
Key FInancial Inc |
2025 Q3
|
1459
|
$541M
|
| 04 Nov 2025, 18:02:28 UTC |
13F-HR |
Bank of Marin |
2025 Q3
|
130
|
$142M
|
| 05 Nov 2025, 10:16:31 UTC |
13F-HR |
Firestone Capital Management |
2025 Q3
|
167
|
$463M
|
| 05 Nov 2025, 11:26:14 UTC |
13F-HR |
Modus Advisors, LLC |
2025 Q3
|
116
|
$368M
|
| 05 Nov 2025, 15:15:39 UTC |
13F-HR |
Arkfeld Wealth Strategies, L.L.C. |
2025 Q3
|
114
|
$274M
|
| 05 Nov 2025, 10:44:35 UTC |
13F-HR |
Beacon Harbor Wealth Advisors, Inc. |
2025 Q3
|
70
|
$428M
|
| 05 Nov 2025, 07:24:11 UTC |
13F-HR |
BI Asset Management Fondsmaeglerselskab A/S |
2025 Q3
|
700
|
$11.1B
|
| 05 Nov 2025, 13:16:09 UTC |
13F-HR |
RBA Wealth Management, LLC |
2025 Q3
|
93
|
$290M
|
| 05 Nov 2025, 13:30:55 UTC |
13F-HR |
Pacific Wealth Strategies Group, Inc. |
2025 Q3
|
64
|
$163M
|
| 05 Nov 2025, 11:11:28 UTC |
13F-HR |
MONECO Advisors, LLC |
2025 Q3
|
494
|
$1.2B
|
| 05 Nov 2025, 09:43:18 UTC |
13F-HR |
CM WEALTH ADVISORS LLC |
2025 Q3
|
89
|
$379M
|
| 05 Nov 2025, 12:01:40 UTC |
13F-HR |
SlateStone Wealth, LLC |
2025 Q3
|
292
|
$1.16B
|
| 05 Nov 2025, 10:17:24 UTC |
13F-HR |
Black Diamond Financial, LLC |
2025 Q3
|
161
|
$893M
|
| 05 Nov 2025, 12:10:50 UTC |
13F-HR |
Financial & Tax Architects, LLC |
2025 Q3
|
104
|
$453M
|
| 05 Nov 2025, 11:24:52 UTC |
13F-HR |
H Capital V GP, L.P. |
2025 Q3
|
1
|
$94M
|
| 05 Nov 2025, 13:55:53 UTC |
13F-HR |
TenCore Partners, LP |
2025 Q3
|
12
|
$226M
|
| 05 Nov 2025, 12:03:34 UTC |
13F-HR |
Next Capital Management LLC |
2025 Q3
|
139
|
$300M
|
| 05 Nov 2025, 15:25:33 UTC |
13F-HR |
Chapman Investment Management, LLC |
2025 Q3
|
29
|
$141M
|
| 05 Nov 2025, 15:19:10 UTC |
13F-HR |
Hurlow Wealth Management Group, Inc. |
2025 Q3
|
119
|
$386M
|
| 05 Nov 2025, 11:03:17 UTC |
13F-HR |
Providence Wealth Advisors, LLC |
2025 Q3
|
85
|
$154M
|
| 04 Nov 2025, 21:39:03 UTC |
13F-HR |
Machina Capital S.A.S. |
2025 Q3
|
314
|
$568M
|
| 05 Nov 2025, 11:14:02 UTC |
13F-HR |
Wells Trecaso Financial Group, LLC |
2025 Q3
|
80
|
$210M
|
| 05 Nov 2025, 11:19:12 UTC |
13F-HR |
LFA - Lugano Financial Advisors SA |
2025 Q3
|
229
|
$190M
|
| 05 Nov 2025, 14:01:11 UTC |
13F-HR |
Sherman Asset Management, Inc. |
2025 Q3
|
143
|
$116M
|
| 05 Nov 2025, 16:24:57 UTC |
13F-HR |
Quaker Wealth Management, LLC |
2025 Q3
|
840
|
$307M
|
| 05 Nov 2025, 12:05:38 UTC |
13F-HR |
Prime Capital Investment Advisors, LLC |
2025 Q3
|
985
|
$7.96B
|
| 05 Nov 2025, 16:17:26 UTC |
13F-HR |
Greencape Capital Pty Ltd |
2025 Q3
|
3
|
$408M
|
| 05 Nov 2025, 16:15:55 UTC |
13F-HR |
Alphinity Investment Management Pty Ltd |
2025 Q3
|
30
|
$10.2B
|
| 05 Nov 2025, 10:21:39 UTC |
13F-HR |
Waterloo Capital, L.P. |
2025 Q3
|
455
|
$1.34B
|
| 05 Nov 2025, 11:15:49 UTC |
13F-HR |
Poehling Capital Management, INC. |
2025 Q3
|
136
|
$476M
|
| 05 Nov 2025, 16:14:48 UTC |
13F-HR |
Nikulski Financial, Inc. |
2025 Q3
|
153
|
$398M
|
| 05 Nov 2025, 10:05:47 UTC |
13F-HR |
Stordahl Capital Management, Inc. |
2025 Q3
|
63
|
$476M
|
| 05 Nov 2025, 16:30:41 UTC |
13F-HR |
Fidato Wealth LLC |
2025 Q3
|
15
|
$152M
|
| 04 Nov 2025, 21:49:28 UTC |
13F-HR |
Leicht Financial Planning & Wealth Management, Inc. |
2025 Q3
|
15
|
$222M
|
| 05 Nov 2025, 16:19:40 UTC |
13F-HR |
BHK Investment Advisors, LLC |
2025 Q3
|
67
|
$268M
|
| 05 Nov 2025, 11:52:04 UTC |
13F-HR |
IDG China Venture Capital Fund V Associates L.P. |
2025 Q3
|
1
|
$158M
|
| 05 Nov 2025, 16:55:19 UTC |
13F-HR |
VISA FOUNDATION |
2025 Q3
|
1
|
$139M
|
| 05 Nov 2025, 12:38:39 UTC |
13F-HR |
Cannae Holdings, Inc. |
2025 Q3
|
4
|
$189M
|
| 05 Nov 2025, 14:44:57 UTC |
13F-HR |
Moloney Securities Asset Management, LLC |
2025 Q3
|
490
|
$840M
|
| 04 Nov 2025, 21:47:55 UTC |
13F-HR |
Unison Advisors LLC |
2025 Q3
|
175
|
$1.1B
|
| 05 Nov 2025, 13:12:11 UTC |
13F-HR |
Share Andrew L. |
2025 Q3
|
16
|
$145M
|
| 05 Nov 2025, 10:24:20 UTC |
13F-HR |
FLAGSHIP HARBOR ADVISORS, LLC |
2025 Q3
|
801
|
$2.3B
|
| 05 Nov 2025, 09:59:41 UTC |
13F-HR |
ELCO Management Co., LLC |
2025 Q3
|
164
|
$192M
|
| 04 Nov 2025, 21:40:24 UTC |
13F-HR |
EQUITY INVESTMENT CORP |
2025 Q3
|
64
|
$4.77B
|
| 04 Nov 2025, 21:41:34 UTC |
13F-HR |
Riverpoint Wealth Management Holdings, LLC |
2025 Q3
|
58
|
$455M
|
| 05 Nov 2025, 07:48:22 UTC |
13F-HR |
NIGHTVIEW CAPITAL, LLC |
2025 Q3
|
11
|
$132M
|
| 05 Nov 2025, 16:13:41 UTC |
13F-HR |
Kinsale Capital Group, Inc. |
2025 Q3
|
38
|
$547M
|
| 05 Nov 2025, 12:09:42 UTC |
13F-HR |
Compass Financial Group, Inc. |
2025 Q3
|
46
|
$223M
|
| 05 Nov 2025, 16:23:00 UTC |
13F-HR |
Castle Creek Capital Partners VI, LP |
2025 Q3
|
2
|
$55.9M
|
| 05 Nov 2025, 12:28:56 UTC |
13F-HR |
DURANTE & WATERS, LLC |
2025 Q3
|
33
|
$136M
|
| 05 Nov 2025, 16:49:27 UTC |
13F-HR |
Brown University |
2025 Q3
|
8
|
$169M
|
| 05 Nov 2025, 12:17:53 UTC |
13F-HR |
Capital Investment Advisory Services, LLC |
2025 Q3
|
1083
|
$1.26B
|
| 05 Nov 2025, 13:55:11 UTC |
13F-HR |
Renasant Bank |
2025 Q3
|
147
|
$158M
|
| 05 Nov 2025, 12:06:58 UTC |
13F-HR |
IDG China Capital Fund III Associates L.P. |
2025 Q3
|
3
|
$1.58B
|
| 05 Nov 2025, 06:01:27 UTC |
13F-HR |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
2025 Q3
|
61
|
$487M
|
| 05 Nov 2025, 06:06:16 UTC |
13F-HR |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
2025 Q3
|
60
|
$1.48B
|
| 05 Nov 2025, 06:11:53 UTC |
13F-HR |
Cryder Capital Partners LLP |
2025 Q3
|
11
|
$1.81B
|
| 05 Nov 2025, 10:38:13 UTC |
13F-HR |
Lincoln Capital LLC |
2025 Q3
|
124
|
$534M
|
| 05 Nov 2025, 13:58:32 UTC |
13F-HR |
Wealthquest Corp |
2025 Q3
|
46
|
$1.25B
|
| 05 Nov 2025, 12:53:51 UTC |
13F-HR |
Eukles Asset Management |
2025 Q3
|
239
|
$257M
|
| 05 Nov 2025, 10:21:39 UTC |
13F-HR |
C WorldWide Group Holding A/S |
2025 Q3
|
95
|
$6.49B
|
| 05 Nov 2025, 11:35:24 UTC |
13F-HR |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
2025 Q3
|
315
|
$1.48B
|
| 05 Nov 2025, 10:23:40 UTC |
13F-HR |
HighPoint Advisor Group LLC |
2025 Q3
|
686
|
$2.1B
|
| 05 Nov 2025, 16:44:30 UTC |
13F-HR |
Burt Wealth Advisors |
2025 Q3
|
115
|
$407M
|
| 05 Nov 2025, 11:45:36 UTC |
13F-HR |
IDG China Venture Capital Fund IV Associates L.P. |
2025 Q3
|
4
|
$476M
|
| 05 Nov 2025, 16:29:18 UTC |
13F-HR |
Jackson Square Partners, LLC |
2025 Q3
|
47
|
$247M
|
| 05 Nov 2025, 16:16:39 UTC |
13F-HR |
MCF Advisors LLC |
2025 Q3
|
965
|
$1.63B
|
| 04 Nov 2025, 21:50:51 UTC |
13F-HR |
Checchi Capital Advisers, LLC |
2025 Q3
|
551
|
$1.46B
|
| 05 Nov 2025, 11:58:07 UTC |
13F-HR |
Kintegral Advisory, LLC |
2025 Q3
|
235
|
$1.18B
|
| 05 Nov 2025, 15:46:53 UTC |
13F-HR |
AMERICAN ASSET MANAGEMENT INC. |
2025 Q3
|
30
|
$111M
|
| 05 Nov 2025, 13:45:19 UTC |
13F-HR |
Murphy Pohlad Asset Management LLC |
2025 Q3
|
126
|
$255M
|
| 05 Nov 2025, 14:31:45 UTC |
13F-HR |
Sensible Financial Planning & Management, LLC. |
2025 Q3
|
31
|
$551M
|
| 05 Nov 2025, 13:12:30 UTC |
13F-HR |
Aft, Forsyth & Sober, LLC |
2025 Q3
|
56
|
$323M
|
| 05 Nov 2025, 09:55:21 UTC |
13F-HR |
ABN AMRO Bank N.V. |
2025 Q3
|
238
|
$10.2B
|
| 05 Nov 2025, 14:01:01 UTC |
13F-HR |
Old West Investment Management, LLC |
2025 Q3
|
86
|
$436M
|
| 04 Nov 2025, 18:26:18 UTC |
13F-HR |
Ramsay, Stattman, Vela & Price, Inc. |
2025 Q3
|
79
|
$558M
|
| 05 Nov 2025, 13:27:25 UTC |
13F-HR |
Wellington Shields & Co., LLC |
2025 Q3
|
324
|
$383M
|
| 05 Nov 2025, 13:34:53 UTC |
13F-HR |
Wellington Shields Capital Management, LLC |
2025 Q3
|
335
|
$659M
|
| 04 Nov 2025, 21:48:37 UTC |
13F-HR |
SHAYNE & JACOBS, LLC |
2025 Q3
|
96
|
$323M
|
| 04 Nov 2025, 21:52:08 UTC |
13F-HR |
Savant Capital, LLC |
2025 Q3
|
1903
|
$18.9B
|
| 04 Nov 2025, 19:20:01 UTC |
13F-HR |
Bronte Capital Management Pty Ltd. |
2025 Q3
|
29
|
$1.11B
|
| 05 Nov 2025, 08:41:43 UTC |
13F-HR |
Horizon Investment Services, LLC |
2025 Q3
|
133
|
$265M
|
| 05 Nov 2025, 16:46:35 UTC |
13F-HR |
AdvisorShares Investments LLC |
2025 Q3
|
288
|
$612M
|
| 05 Nov 2025, 11:39:38 UTC |
13F-HR |
Plante Moran Financial Advisors, LLC |
2025 Q3
|
783
|
$1.59B
|