| 24 Oct 2025, 08:48:27 |
FengHe Fund Management Pte. Ltd. |
2025 Q3
|
35
|
$1.1B
|
| 24 Oct 2025, 08:47:00 |
Members Capital Advisors Inc |
2025 Q3
|
6
|
$87M
|
| 24 Oct 2025, 08:43:42 |
Parnassus Investments, Llc |
2025 Q3
|
147
|
$43.3B
|
| 24 Oct 2025, 08:39:25 |
MASTERINVEST Kapitalanlage GmbH |
2025 Q3
|
278
|
$1.03B
|
| 24 Oct 2025, 07:04:29 |
William Allan Corp |
2025 Q3
|
51
|
$178M
|
| 24 Oct 2025, 07:02:44 |
Hudock, Inc. |
2025 Q3
|
199
|
$658M
|
| 24 Oct 2025, 06:59:05 |
Amtrust Financial Services, Inc. |
2025 Q3
|
15
|
$301M
|
| 24 Oct 2025, 06:30:03 |
TCG Capital Management, LP |
2025 Q3
|
1
|
$43.1M
|
| 24 Oct 2025, 06:10:06 |
Sumitomo Mitsui DS Asset Management Company, Ltd |
2025 Q3
|
757
|
$12.3B
|
| 23 Oct 2025, 21:31:21 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2025 Q3
|
514
|
$845M
|
| 23 Oct 2025, 21:24:53 |
Moneywise, Inc. |
2025 Q3
|
72
|
$221M
|
| 23 Oct 2025, 21:22:19 |
Lakewood Asset Management LLC |
2025 Q3
|
104
|
$165M
|
| 23 Oct 2025, 21:10:22 |
Comprehensive Money Management Services LLC |
2025 Q3
|
186
|
$141M
|
| 23 Oct 2025, 21:08:31 |
MADDEN SECURITIES Corp |
2025 Q3
|
112
|
$327M
|
| 23 Oct 2025, 21:03:01 |
Farnam Financial LLC |
2025 Q3
|
51
|
$129M
|
| 23 Oct 2025, 20:31:05 |
Kesler, Norman & Wride, LLC |
2025 Q3
|
219
|
$502M
|
| 23 Oct 2025, 20:29:37 |
Austin Asset Management Co Inc |
2025 Q3
|
73
|
$525M
|
| 23 Oct 2025, 20:28:32 |
Life Planning Partners, Inc |
2025 Q3
|
70
|
$137M
|
| 23 Oct 2025, 20:28:05 |
Narwhal Capital Management |
2025 Q3
|
163
|
$1.35B
|
| 23 Oct 2025, 20:24:51 |
Jessup Wealth Management, Inc |
2025 Q3
|
80
|
$269M
|
| 23 Oct 2025, 20:24:29 |
Nepsis Inc. |
2025 Q3
|
30
|
$315M
|
| 23 Oct 2025, 20:24:02 |
Morton Capital Management LLC/CA |
2025 Q3
|
131
|
$609M
|
| 23 Oct 2025, 20:23:06 |
Sterling Financial Planning, Inc. |
2025 Q3
|
116
|
$317M
|
| 23 Oct 2025, 20:20:08 |
Fingerlakes Wealth Management, Inc. |
2025 Q3
|
98
|
$153M
|
| 23 Oct 2025, 20:17:51 |
SimpliFi, Inc. |
2025 Q3
|
44
|
$234M
|
| 23 Oct 2025, 20:17:22 |
Tarbox Family Office, Inc. |
2025 Q3
|
114
|
$681M
|
| 23 Oct 2025, 20:16:34 |
Fjell Capital, LLC |
2025 Q3
|
58
|
$114M
|
| 23 Oct 2025, 20:15:46 |
Valmark Advisers, Inc. |
2025 Q3
|
645
|
$7.73B
|
| 23 Oct 2025, 20:14:28 |
Maltin Wealth Management, Inc. |
2025 Q3
|
131
|
$241M
|
| 23 Oct 2025, 20:13:51 |
Trueblood Wealth Management, LLC |
2025 Q3
|
254
|
$256M
|
| 23 Oct 2025, 20:12:51 |
Ledgewood Wealth Advisors, LLC |
2025 Q3
|
74
|
$169M
|
| 23 Oct 2025, 20:12:04 |
Seamount Financial Group Inc |
2025 Q3
|
134
|
$212M
|
| 23 Oct 2025, 20:11:43 |
Clarity Wealth Advisors, LLC |
2025 Q3
|
99
|
$454M
|
| 23 Oct 2025, 20:09:55 |
Mainsail Financial Group, LLC |
2025 Q3
|
61
|
$233M
|
| 23 Oct 2025, 19:33:16 |
JGP Global Gestao de Recursos Ltda. |
2025 Q3
|
32
|
$171M
|
| 23 Oct 2025, 19:26:18 |
Wise Wealth Partners |
2025 Q3
|
51
|
$65.5M
|
| 23 Oct 2025, 19:08:11 |
Pioneer Trust Bank N A/Or |
2025 Q3
|
78
|
$427M
|
| 23 Oct 2025, 18:47:20 |
Pasadena Private Wealth, LLC |
2025 Q3
|
206
|
$693M
|
| 23 Oct 2025, 18:28:18 |
Oregon Public Employees Retirement Fund |
2025 Q3
|
1509
|
$7.68B
|
| 23 Oct 2025, 18:21:53 |
Cromwell Holdings LLC |
2025 Q3
|
1024
|
$187M
|
| 23 Oct 2025, 17:33:02 |
State of Alaska, Department of Revenue |
2025 Q3
|
2081
|
$9.79B
|
| 23 Oct 2025, 17:32:22 |
Colorado Capital Management, Inc. |
2025 Q3
|
104
|
$259M
|
| 23 Oct 2025, 17:30:44 |
Grace & White Inc /Ny |
2025 Q3
|
134
|
$567M
|
| 23 Oct 2025, 17:30:36 |
Conway Capital Management, Inc. |
2025 Q3
|
50
|
$238M
|
| 23 Oct 2025, 17:27:55 |
Campbell Newman Asset Management Inc |
2025 Q3
|
105
|
$1.37B
|
| 23 Oct 2025, 17:17:32 |
Capital Investment Advisors, LLC |
2025 Q3
|
728
|
$6.07B
|
| 23 Oct 2025, 17:16:49 |
Planned Solutions, Inc. |
2025 Q3
|
137
|
$288M
|
| 23 Oct 2025, 17:11:10 |
Nova R Wealth, Inc. |
2025 Q3
|
80
|
$236M
|
| 23 Oct 2025, 17:09:46 |
Family Capital Trust Co |
2025 Q3
|
90
|
$299M
|
| 23 Oct 2025, 16:59:44 |
Miller Wealth Advisors, Llc |
2025 Q3
|
106
|
$248M
|
| 23 Oct 2025, 16:53:45 |
Asset Planning,Inc |
2025 Q3
|
295
|
$138M
|
| 23 Oct 2025, 16:44:16 |
Liberty Street Advisors, Inc. |
2025 Q3
|
3
|
$64.5M
|
| 23 Oct 2025, 16:35:56 |
Joseph Group Capital Management |
2025 Q3
|
97
|
$355M
|
| 23 Oct 2025, 16:32:21 |
Essex LLC |
2025 Q3
|
173
|
$552M
|
| 23 Oct 2025, 16:28:36 |
Webster Bank, N. A. |
2025 Q3
|
647
|
$1.04B
|
| 23 Oct 2025, 16:16:02 |
Canaan Partners XI LLC |
2025 Q3
|
3
|
$103M
|
| 23 Oct 2025, 16:15:43 |
Cortland Associates Inc/Mo |
2025 Q3
|
64
|
$847M
|
| 23 Oct 2025, 16:12:07 |
Vermillion Wealth Management, Inc. |
2025 Q3
|
1529
|
$370M
|
| 23 Oct 2025, 16:05:23 |
Guidance Point Advisors, LLC |
2025 Q3
|
98
|
$415M
|
| 23 Oct 2025, 16:04:28 |
Sound Financial Strategies Group, LLC |
2025 Q3
|
108
|
$137M
|
| 23 Oct 2025, 16:03:38 |
Core Wealth Management, Inc. |
2025 Q3
|
34
|
$311M
|
| 23 Oct 2025, 16:03:13 |
Chandler Asset Management, Inc. |
2025 Q3
|
22
|
$609M
|
| 23 Oct 2025, 15:57:16 |
Oak Family Advisors, Llc |
2025 Q3
|
101
|
$308M
|
| 23 Oct 2025, 15:52:37 |
Dock Street Asset Management Inc |
2025 Q3
|
49
|
$1.15B
|
| 23 Oct 2025, 15:50:42 |
Duncker Streett & Co Inc |
2025 Q3
|
534
|
$574M
|
| 23 Oct 2025, 15:50:24 |
Legacy Wealth Management, LLC / MS |
2025 Q3
|
94
|
$332M
|
| 23 Oct 2025, 15:43:14 |
Juniper Hill Capital Management LP |
2025 Q3
|
4
|
$423M
|
| 23 Oct 2025, 15:24:16 |
Spectrum Asset Management, Inc. (NB/CA) |
2025 Q3
|
108
|
$284M
|
| 23 Oct 2025, 15:15:06 |
Baker Ellis Asset Management LLC |
2025 Q3
|
249
|
$812M
|
| 23 Oct 2025, 15:13:02 |
Nisa Investment Advisors, Llc |
2025 Q3
|
2978
|
$25.9B
|
| 23 Oct 2025, 15:11:52 |
G&S Capital LLC |
2025 Q3
|
129
|
$271M
|
| 23 Oct 2025, 15:09:06 |
Evolution Wealth Management Inc. |
2025 Q3
|
591
|
$97.4M
|
| 23 Oct 2025, 15:08:06 |
Nestegg Advisors, Inc. |
2025 Q3
|
49
|
$113M
|
| 23 Oct 2025, 15:07:03 |
StoneCrest Wealth Management, Inc. |
2025 Q3
|
71
|
$228M
|
| 23 Oct 2025, 15:06:40 |
Elk River Wealth Management, LLC |
2025 Q3
|
101
|
$624M
|
| 23 Oct 2025, 15:06:12 |
Apex Wealth Management, LLC |
2025 Q3
|
59
|
$140M
|
| 23 Oct 2025, 15:05:47 |
Next Level Private LLC |
2025 Q3
|
156
|
$345M
|
| 23 Oct 2025, 15:04:56 |
Harrell Investment Partners, Llc |
2025 Q3
|
123
|
$423M
|
| 23 Oct 2025, 14:59:54 |
Wingate Wealth Advisors, Inc. |
2025 Q3
|
109
|
$144M
|
| 23 Oct 2025, 14:58:20 |
Argonautica Private Wealth Management, Inc |
2025 Q3
|
185
|
$343M
|
| 23 Oct 2025, 14:55:47 |
Peregrine Capital Management Llc |
2025 Q3
|
338
|
$3.32B
|
| 23 Oct 2025, 14:55:43 |
Invested Advisors |
2025 Q3
|
108
|
$67.3M
|
| 23 Oct 2025, 14:54:54 |
Yardley Wealth Management LLC |
2025 Q3
|
36
|
$179M
|
| 23 Oct 2025, 14:54:34 |
Steinberganna Wealth Management |
2025 Q3
|
133
|
$213M
|
| 23 Oct 2025, 14:54:19 |
BKM Wealth Management, LLC |
2025 Q3
|
155
|
$271M
|
| 23 Oct 2025, 14:54:16 |
Summit Wealth Group, LLC |
2025 Q3
|
111
|
$414M
|
| 23 Oct 2025, 14:53:59 |
Ramiah Investment Group |
2025 Q3
|
34
|
$101M
|
| 23 Oct 2025, 14:53:56 |
Abbington Investment Group |
2025 Q3
|
48
|
$117M
|
| 23 Oct 2025, 14:53:50 |
Summit Place Financial Advisors, LLC |
2025 Q3
|
101
|
$212M
|
| 23 Oct 2025, 14:53:40 |
Landmark Wealth Management, LLC |
2025 Q3
|
85
|
$252M
|
| 23 Oct 2025, 14:53:23 |
Sage Financial Management Group, Inc. |
2025 Q3
|
56
|
$313M
|
| 23 Oct 2025, 14:53:06 |
Trevian Wealth Management LLC |
2025 Q3
|
40
|
$186M
|
| 23 Oct 2025, 14:52:06 |
Palouse Capital Management, Inc. |
2025 Q3
|
134
|
$157M
|
| 23 Oct 2025, 14:49:03 |
Steigerwald, Gordon & Koch Inc. |
2025 Q3
|
815
|
$1.04B
|
| 23 Oct 2025, 14:45:06 |
Granite Group Advisors, LLC |
2025 Q3
|
79
|
$165M
|
| 23 Oct 2025, 14:41:32 |
Ferguson Wellman Capital Management, Inc |
2025 Q3
|
354
|
$6.16B
|
| 23 Oct 2025, 14:39:27 |
Lee-Kelleher Wealth Management |
2025 Q3
|
40
|
$162M
|
| 23 Oct 2025, 14:37:54 |
Silver Oak Wealth Advisors Services, Llc |
2025 Q3
|
37
|
$152M
|
| 23 Oct 2025, 14:36:24 |
HS Management Partners, LLC |
2025 Q3
|
25
|
$770M
|
| 23 Oct 2025, 14:34:10 |
tru Independence LLC |
2025 Q3
|
125
|
$385M
|