| 27 Oct 2025, 13:33:54 |
13F-HR |
David J Yvars Group |
2025 Q3
|
93
|
$187M
|
| 27 Oct 2025, 13:33:09 |
13F-HR |
Mackay Shields Llc |
2025 Q3
|
136
|
$2.94B
|
| 27 Oct 2025, 13:32:26 |
13F-HR/A |
Divergent Planning, LLC |
2025 Q3 - Restatement
|
35
|
$376M
|
| 27 Oct 2025, 13:32:05 |
13F-HR |
Baugh & Associates, LLC |
2025 Q3
|
41
|
$201M
|
| 27 Oct 2025, 13:30:42 |
13F-HR |
Robeco Schweiz AG |
2025 Q3
|
128
|
$4.45B
|
| 27 Oct 2025, 13:30:21 |
13F-HR |
Klingman & Associates, LLC |
2025 Q3
|
319
|
$1.98B
|
| 27 Oct 2025, 13:29:55 |
13F-HR |
Family Capital Management, Inc. |
2025 Q3
|
100
|
$209M
|
| 27 Oct 2025, 13:23:09 |
13F-HR |
Financial Synergies Wealth Advisors, Inc. |
2025 Q3
|
93
|
$988M
|
| 27 Oct 2025, 13:21:37 |
13F-HR |
Clarity Asset Management, Inc. |
2025 Q3
|
249
|
$178M
|
| 27 Oct 2025, 13:14:26 |
13F-HR |
Boothe Investment Group, Inc. |
2025 Q3
|
37
|
$273M
|
| 27 Oct 2025, 13:03:47 |
13F-HR |
Unified Investment Management |
2025 Q3
|
136
|
$100M
|
| 27 Oct 2025, 13:03:12 |
13F-HR |
PBMares Wealth Management LLC |
2025 Q3
|
196
|
$617M
|
| 27 Oct 2025, 13:02:33 |
13F-HR |
Vivid Wealth Management, LLC |
2025 Q3
|
67
|
$252M
|
| 27 Oct 2025, 13:00:37 |
13F-HR |
Concurrent Investment Advisors, LLC |
2025 Q3
|
1419
|
$5.79B
|
| 27 Oct 2025, 12:59:53 |
13F-HR |
O'Connor Financial Group LLC |
2025 Q3
|
59
|
$238M
|
| 27 Oct 2025, 12:58:53 |
13F-HR |
Smith Shellnut Wilson Llc /Adv |
2025 Q3
|
143
|
$260M
|
| 27 Oct 2025, 12:58:31 |
13F-HR |
Pacific Life Fund Advisors LLC |
2025 Q3
|
20
|
$975M
|
| 27 Oct 2025, 12:58:05 |
13F-HR |
Financial Network Wealth Advisors LLC |
2025 Q3
|
838
|
$91.4M
|
| 27 Oct 2025, 12:57:31 |
13F-HR |
Primoris Wealth Advisors, Llc |
2025 Q3
|
106
|
$157M
|
| 27 Oct 2025, 12:56:13 |
13F-HR |
Td Private Client Wealth Llc |
2025 Q3
|
1532
|
$4.44B
|
| 27 Oct 2025, 12:54:20 |
13F-HR |
Fractal Investments LLC |
2025 Q3
|
77
|
$693M
|
| 27 Oct 2025, 12:49:56 |
13F-HR |
Liberty One Investment Management, Llc |
2025 Q3
|
143
|
$1.78B
|
| 27 Oct 2025, 12:45:07 |
13F-HR |
Consolidated Planning Corp |
2025 Q3
|
191
|
$948M
|
| 27 Oct 2025, 12:40:49 |
13F-HR |
Lighthouse Financial LLC |
2025 Q3
|
75
|
$151M
|
| 27 Oct 2025, 12:39:09 |
13F-HR |
Wealth Advisory Solutions, LLC |
2025 Q3
|
138
|
$413M
|
| 27 Oct 2025, 12:38:00 |
13F-HR |
American Financial Advisors, LLC |
2025 Q3
|
158
|
$776M
|
| 27 Oct 2025, 12:37:15 |
13F-HR |
Sippican Capital Advisors |
2025 Q3
|
114
|
$151M
|
| 27 Oct 2025, 12:35:00 |
13F-HR |
Randolph Co Inc |
2025 Q3
|
44
|
$1.03B
|
| 27 Oct 2025, 12:33:35 |
13F-HR |
Bosman Wealth Management, LLC |
2025 Q3
|
42
|
$129M
|
| 27 Oct 2025, 12:33:11 |
13F-HR |
Financial Futures Ltd Liability Co. |
2025 Q3
|
68
|
$206M
|
| 27 Oct 2025, 12:31:39 |
13F-HR |
First United Bank & Trust |
2025 Q3
|
419
|
$308M
|
| 27 Oct 2025, 12:30:42 |
13F-HR |
Qvr Llc |
2025 Q3
|
44
|
$82.6M
|
| 27 Oct 2025, 12:29:19 |
13F-HR |
Crew Capital Management, Ltd. |
2025 Q3
|
115
|
$149M
|
| 27 Oct 2025, 12:26:19 |
13F-HR |
Decker Retirement Planning Inc. |
2025 Q3
|
217
|
$182M
|
| 27 Oct 2025, 12:25:19 |
13F-HR |
Grimes & Company, Inc. |
2025 Q3
|
451
|
$4.05B
|
| 27 Oct 2025, 12:06:09 |
13F-HR |
Bogart Wealth, LLC |
2025 Q3
|
1526
|
$2.47B
|
| 27 Oct 2025, 11:52:43 |
13F-HR |
Fee-Only Financial Planning, L.C. |
2025 Q3
|
42
|
$171M
|
| 27 Oct 2025, 11:39:33 |
13F-HR |
Quent Capital, LLC |
2025 Q3
|
1427
|
$1.19B
|
| 27 Oct 2025, 11:28:18 |
13F-HR |
PKO Investment Management Joint-Stock Co |
2025 Q3
|
202
|
$1.17B
|
| 27 Oct 2025, 11:23:54 |
13F-HR |
Polaris Capital Management, LLC |
2025 Q3
|
90
|
$1.52B
|
| 27 Oct 2025, 11:20:35 |
13F-HR |
RWC Asset Management LLP |
2025 Q3
|
180
|
$2.07B
|
| 27 Oct 2025, 11:18:21 |
13F-HR |
Pinion Investment Advisors, LLC |
2025 Q3
|
168
|
$365M
|
| 27 Oct 2025, 11:15:13 |
13F-HR |
Rempart Asset Management Inc. |
2025 Q3
|
35
|
$541M
|
| 27 Oct 2025, 11:09:28 |
13F-HR |
North of South Capital LLP |
2025 Q3
|
23
|
$1.04B
|
| 27 Oct 2025, 11:06:05 |
13F-HR |
Ironwood Wealth Management, LLC. |
2025 Q3
|
41
|
$298M
|
| 27 Oct 2025, 11:04:05 |
13F-HR |
Belvedere Trading LLC |
2025 Q3
|
257
|
$1.25B
|
| 27 Oct 2025, 11:03:35 |
13F-HR |
Schmidt P J Investment Management Inc |
2025 Q3
|
199
|
$605M
|
| 27 Oct 2025, 11:01:59 |
13F-HR |
Rwc Asset Advisors (Us) Llc |
2025 Q3
|
17
|
$611M
|
| 27 Oct 2025, 11:00:11 |
13F-HR |
Birch Capital Management, LLC |
2025 Q3
|
76
|
$196M
|
| 27 Oct 2025, 10:59:44 |
13F-HR |
Nordea Investment Management Ab |
2025 Q3
|
845
|
$114B
|
| 27 Oct 2025, 10:50:52 |
13F-HR |
Bangor Savings Bank |
2025 Q3
|
539
|
$1.2B
|
| 27 Oct 2025, 10:44:27 |
13F-HR |
ZEGA Investments, LLC |
2025 Q3
|
139
|
$436M
|
| 27 Oct 2025, 10:39:27 |
13F-HR |
Harbor Investment Advisory, Llc |
2025 Q3
|
1170
|
$1.17B
|
| 27 Oct 2025, 10:34:41 |
13F-HR |
Allen Capital Group, LLC |
2025 Q3
|
263
|
$1.05B
|
| 27 Oct 2025, 10:29:59 |
13F-HR |
Spectrum Asset Management, Inc. |
2025 Q3
|
4
|
$49.1M
|
| 27 Oct 2025, 10:23:29 |
13F-HR |
Argyle Capital Management, LLC |
2025 Q3
|
135
|
$289M
|
| 27 Oct 2025, 10:21:30 |
13F-HR |
Prosperitas Financial LLC |
2025 Q3
|
69
|
$241M
|
| 27 Oct 2025, 10:18:48 |
13F-HR |
West Wealth Group, LLC |
2025 Q3
|
123
|
$444M
|
| 27 Oct 2025, 10:14:30 |
13F-HR |
Stapp Wealth Management, Pllc |
2025 Q3
|
32
|
$74.4M
|
| 27 Oct 2025, 09:57:40 |
13F-HR |
Elemental Capital Partners LLC |
2025 Q3
|
6
|
$177M
|
| 27 Oct 2025, 09:55:22 |
13F-HR |
Janney Montgomery Scott LLC |
2025 Q3
|
2851
|
$42.2B
|
| 27 Oct 2025, 09:51:37 |
13F-HR |
New Republic Capital, LLC |
2025 Q3
|
264
|
$326M
|
| 27 Oct 2025, 09:49:45 |
13F-HR |
Janney Capital Management LLC |
2025 Q3
|
244
|
$1.61B
|
| 27 Oct 2025, 09:49:42 |
13F-HR |
Kiker Wealth Management, LLC |
2025 Q3
|
220
|
$198M
|
| 27 Oct 2025, 09:48:17 |
13F-HR |
Diversified Investment Strategies, LLC |
2025 Q3
|
51
|
$153M
|
| 27 Oct 2025, 09:48:16 |
13F-HR |
Stone House Investment Management, LLC |
2025 Q3
|
723
|
$594M
|
| 27 Oct 2025, 09:41:53 |
13F-HR |
Hardman Johnston Global Advisors LLC |
2025 Q3
|
72
|
$2.04B
|
| 27 Oct 2025, 09:40:07 |
13F-HR |
Lynch Asset Management, Inc. |
2025 Q3
|
56
|
$313M
|
| 27 Oct 2025, 09:31:54 |
13F-HR |
Old Republic International Corp |
2025 Q3
|
56
|
$2.7B
|
| 27 Oct 2025, 09:31:10 |
13F-HR |
St. Johns Investment Management Company, LLC |
2025 Q3
|
204
|
$235M
|
| 27 Oct 2025, 09:18:40 |
13F-HR |
N.E.W. Advisory Services LLC |
2025 Q3
|
840
|
$1.12B
|
| 27 Oct 2025, 09:14:06 |
13F-HR |
S-Bank Fund Management Ltd |
2025 Q3
|
207
|
$754M
|
| 27 Oct 2025, 08:52:45 |
13F-HR |
Helios Capital Management Pte. Ltd |
2025 Q3
|
36
|
$147M
|
| 27 Oct 2025, 08:52:35 |
13F-HR/A |
OMNI 360 Wealth, Inc. |
2025 Q2 - Restatement
|
113
|
$161M
|
| 27 Oct 2025, 08:52:30 |
13F-HR |
Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q3
|
333
|
$354M
|
| 27 Oct 2025, 08:48:02 |
13F-HR |
Broad Peak Investment Advisers Pte Ltd |
2025 Q3
|
15
|
$359M
|
| 27 Oct 2025, 08:41:59 |
13F-HR/A |
OMNI 360 Wealth, Inc. |
2025 Q1 - Restatement
|
108
|
$149M
|
| 27 Oct 2025, 08:40:21 |
13F-HR/A |
OMNI 360 Wealth, Inc. |
2024 Q4 - Restatement
|
111
|
$150M
|
| 27 Oct 2025, 08:39:26 |
13F-HR |
Tokio Marine Asset Management Co Ltd |
2025 Q3
|
535
|
$2.81B
|
| 27 Oct 2025, 08:38:52 |
13F-HR/A |
OMNI 360 Wealth, Inc. |
2024 Q3 - Restatement
|
109
|
$146M
|
| 27 Oct 2025, 08:33:52 |
13F-HR/A |
OMNI 360 Wealth, Inc. |
2024 Q2 - Restatement
|
107
|
$132M
|
| 27 Oct 2025, 08:32:41 |
13F-HR/A |
OMNI 360 Wealth, Inc. |
2024 Q1 - Restatement
|
104
|
$121M
|
| 27 Oct 2025, 08:30:22 |
13F-HR/A |
OMNI 360 Wealth, Inc. |
2023 Q4 - Restatement
|
96
|
$107M
|
| 27 Oct 2025, 08:24:36 |
13F-HR |
Gill Capital Partners, Llc |
2025 Q3
|
138
|
$327M
|
| 27 Oct 2025, 08:22:03 |
13F-HR |
Yelin Lapidot Holdings Management Ltd. |
2025 Q3
|
90
|
$476M
|
| 27 Oct 2025, 07:45:20 |
13F-HR |
Sumitomo Mitsui Trust Group, Inc. |
2025 Q3
|
1050
|
$174B
|
| 27 Oct 2025, 07:41:50 |
13F-HR |
Cornell Pochily Investment Advisors, Inc. |
2025 Q3
|
177
|
$335M
|
| 27 Oct 2025, 07:14:11 |
13F-HR |
Roger Wittlin Investment Advisory, LLC |
2025 Q3
|
41
|
$180M
|
| 27 Oct 2025, 07:01:38 |
13F-HR |
Hippocratic Financial Advisors, LLC |
2025 Q3
|
27
|
$208M
|
| 24 Oct 2025, 20:50:10 |
13F-HR |
Eliot Finkel Investment Counsel, LLC |
2025 Q3
|
33
|
$166M
|
| 24 Oct 2025, 20:21:29 |
13F-HR |
Gradient Capital Advisors, LLC |
2025 Q3
|
167
|
$373M
|
| 24 Oct 2025, 19:44:30 |
13F-HR |
Elite Wealth Management, Inc. |
2025 Q3
|
49
|
$386M
|
| 24 Oct 2025, 19:24:52 |
13F-HR |
Lattice Capital Management, LLC |
2025 Q3
|
23
|
$104M
|
| 24 Oct 2025, 18:45:44 |
13F-HR |
Mowery & Schoenfeld Wealth Management, LLC |
2025 Q3
|
383
|
$58.2M
|
| 24 Oct 2025, 17:47:55 |
13F-HR |
Creekside Partners |
2025 Q3
|
172
|
$227M
|
| 24 Oct 2025, 17:45:15 |
13F-HR |
First Horizon Corp |
2025 Q3
|
1419
|
$2.13B
|
| 24 Oct 2025, 17:03:35 |
13F-HR |
Columbia Advisory Partners Llc |
2025 Q3
|
90
|
$145M
|
| 24 Oct 2025, 17:02:06 |
13F-HR |
rebel Financial LLC |
2025 Q3
|
0
|
$0
|
| 24 Oct 2025, 17:00:46 |
13F-HR |
Vicus Capital |
2025 Q3
|
269
|
$1.31B
|
| 24 Oct 2025, 16:57:17 |
13F-HR |
Godsey & Gibb, Inc |
2025 Q3
|
374
|
$1.13B
|