| 23 Oct 2025, 14:54:34 |
13F-HR |
Steinberganna Wealth Management |
2025 Q3
|
133
|
$213M
|
| 23 Oct 2025, 14:54:19 |
13F-HR |
BKM Wealth Management, LLC |
2025 Q3
|
155
|
$271M
|
| 23 Oct 2025, 14:54:16 |
13F-HR |
Summit Wealth Group, LLC |
2025 Q3
|
111
|
$414M
|
| 23 Oct 2025, 14:53:59 |
13F-HR |
Ramiah Investment Group |
2025 Q3
|
34
|
$101M
|
| 23 Oct 2025, 14:53:56 |
13F-HR |
Abbington Investment Group |
2025 Q3
|
48
|
$117M
|
| 23 Oct 2025, 14:53:50 |
13F-HR |
Summit Place Financial Advisors, LLC |
2025 Q3
|
101
|
$212M
|
| 23 Oct 2025, 14:53:40 |
13F-HR |
Landmark Wealth Management, LLC |
2025 Q3
|
85
|
$252M
|
| 23 Oct 2025, 14:53:23 |
13F-HR |
Sage Financial Management Group, Inc. |
2025 Q3
|
56
|
$313M
|
| 23 Oct 2025, 14:53:06 |
13F-HR |
Trevian Wealth Management LLC |
2025 Q3
|
40
|
$186M
|
| 23 Oct 2025, 14:52:06 |
13F-HR |
Palouse Capital Management, Inc. |
2025 Q3
|
134
|
$157M
|
| 23 Oct 2025, 14:49:03 |
13F-HR |
Steigerwald, Gordon & Koch Inc. |
2025 Q3
|
815
|
$1.04B
|
| 23 Oct 2025, 14:45:06 |
13F-HR |
Granite Group Advisors, LLC |
2025 Q3
|
79
|
$165M
|
| 23 Oct 2025, 14:41:32 |
13F-HR |
Ferguson Wellman Capital Management, Inc |
2025 Q3
|
354
|
$6.16B
|
| 23 Oct 2025, 14:39:27 |
13F-HR |
Lee-Kelleher Wealth Management |
2025 Q3
|
40
|
$162M
|
| 23 Oct 2025, 14:37:54 |
13F-HR |
Silver Oak Wealth Advisors Services, Llc |
2025 Q3
|
37
|
$152M
|
| 23 Oct 2025, 14:36:24 |
13F-HR |
HS Management Partners, LLC |
2025 Q3
|
25
|
$770M
|
| 23 Oct 2025, 14:34:10 |
13F-HR |
tru Independence LLC |
2025 Q3
|
125
|
$385M
|
| 23 Oct 2025, 14:33:47 |
13F-HR |
Cardinal Capital Management |
2025 Q3
|
131
|
$723M
|
| 23 Oct 2025, 14:20:51 |
13F-HR |
Investors Asset Management Of Georgia Inc /Ga/ /Adv |
2025 Q3
|
179
|
$235M
|
| 23 Oct 2025, 14:20:26 |
13F-HR |
Clear Harbor Asset Management, LLC |
2025 Q3
|
405
|
$1.42B
|
| 23 Oct 2025, 14:15:33 |
13F-HR |
Beaumont Financial Advisors, LLC |
2025 Q3
|
394
|
$1.5B
|
| 23 Oct 2025, 14:13:17 |
13F-HR |
Meridian Investment Counsel Inc. |
2025 Q3
|
233
|
$405M
|
| 23 Oct 2025, 14:11:32 |
13F-HR |
Moisand Fitzgerald Tamayo, LLC |
2025 Q3
|
572
|
$849M
|
| 23 Oct 2025, 14:11:30 |
13F-HR |
Vision Capital Management, Inc. |
2025 Q3
|
145
|
$811M
|
| 23 Oct 2025, 14:05:10 |
13F-HR |
Wd Rutherford Llc |
2025 Q3
|
73
|
$235M
|
| 23 Oct 2025, 14:03:30 |
13F-HR |
Finley Financial, LLC |
2025 Q3
|
122
|
$216M
|
| 23 Oct 2025, 14:02:09 |
13F-HR |
Lesa Sroufe & Co |
2025 Q3
|
68
|
$124M
|
| 23 Oct 2025, 14:01:45 |
13F-HR |
Lam Group, Inc. |
2025 Q3
|
72
|
$161M
|
| 23 Oct 2025, 13:57:05 |
13F-HR |
Hillman Co |
2025 Q3
|
15
|
$324M
|
| 23 Oct 2025, 13:54:08 |
13F-HR |
Kingswood Wealth Advisors, Llc |
2025 Q3
|
790
|
$1.65B
|
| 23 Oct 2025, 13:50:59 |
13F-HR |
Foster & Motley Inc |
2025 Q3
|
393
|
$1.86B
|
| 23 Oct 2025, 13:48:30 |
13F-HR |
Atwater Malick LLC |
2025 Q3
|
83
|
$344M
|
| 23 Oct 2025, 13:41:07 |
13F-HR |
Strategic Planning Group, Llc |
2025 Q3
|
73
|
$740M
|
| 23 Oct 2025, 13:25:45 |
13F-HR |
First Bancorp, Inc /ME/ |
2025 Q3
|
130
|
$188M
|
| 23 Oct 2025, 13:23:26 |
13F-HR |
Cypress Capital, LLC |
2025 Q3
|
93
|
$350M
|
| 23 Oct 2025, 13:16:35 |
13F-HR |
Coerente Capital Management |
2025 Q3
|
39
|
$563M
|
| 23 Oct 2025, 12:54:10 |
13F-HR |
Creative Capital Management Investments LLC |
2025 Q3
|
264
|
$313M
|
| 23 Oct 2025, 12:53:50 |
13F-HR |
Zullo Investment Group, Inc. |
2025 Q3
|
152
|
$270M
|
| 23 Oct 2025, 12:53:32 |
13F-HR |
Prodigy Asset Management LLC |
2025 Q3
|
24
|
$222M
|
| 23 Oct 2025, 12:49:47 |
13F-HR |
Level Wealth Management LLC |
2025 Q3
|
61
|
$190M
|
| 23 Oct 2025, 12:49:42 |
13F-HR |
Foundry Financial Group, Inc. |
2025 Q3
|
65
|
$190M
|
| 23 Oct 2025, 12:47:28 |
13F-HR |
Sarver Vrooman Wealth Advisors |
2025 Q3
|
130
|
$156M
|
| 23 Oct 2025, 12:45:39 |
13F-HR |
Visionary Horizons, Llc |
2025 Q3
|
111
|
$179M
|
| 23 Oct 2025, 12:37:53 |
13F-HR |
Citizens National Bank Trust Department |
2025 Q3
|
383
|
$560M
|
| 23 Oct 2025, 12:36:09 |
13F-HR |
SLT Holdings LLC |
2025 Q3
|
133
|
$153M
|
| 23 Oct 2025, 12:34:54 |
13F-HR |
Canton Hathaway, LLC |
2025 Q3
|
272
|
$521M
|
| 23 Oct 2025, 12:32:08 |
13F-HR |
Chokshi & Queen Wealth Advisors, Inc |
2025 Q3
|
61
|
$189M
|
| 23 Oct 2025, 12:30:45 |
13F-HR |
Legacy CG, LLC |
2025 Q3
|
46
|
$355M
|
| 23 Oct 2025, 12:26:38 |
13F-HR |
Landmark Wealth Management, Inc. |
2025 Q3
|
40
|
$256M
|
| 23 Oct 2025, 12:23:46 |
13F-HR |
Venturi Wealth Management, LLC |
2025 Q3
|
566
|
$2.15B
|
| 23 Oct 2025, 12:21:51 |
13F-HR |
Birch Hill Investment Advisors LLC |
2025 Q3
|
197
|
$2.37B
|
| 23 Oct 2025, 12:16:34 |
13F-HR |
Groesbeck Investment Management Corp /Nj/ |
2025 Q3
|
56
|
$51.3M
|
| 23 Oct 2025, 12:16:24 |
13F-HR |
Independent Solutions Wealth Management, LLC |
2025 Q3
|
178
|
$563M
|
| 23 Oct 2025, 12:16:24 |
13F-HR |
Benjamin Edwards Inc |
2025 Q3
|
1286
|
$8.85B
|
| 23 Oct 2025, 12:14:25 |
13F-HR |
United Asset Strategies, Inc. |
2025 Q3
|
250
|
$1.25B
|
| 23 Oct 2025, 12:12:04 |
13F-HR |
Waycross Investment Management Co |
2025 Q3
|
42
|
$98M
|
| 23 Oct 2025, 12:11:28 |
13F-HR |
Kennon-Green & Company, LLC |
2025 Q3
|
40
|
$129M
|
| 23 Oct 2025, 12:10:47 |
13F-HR |
Financial Advisory Partners, Llc |
2025 Q3
|
69
|
$342M
|
| 23 Oct 2025, 12:06:26 |
13F-HR |
A&I Financial Services, Llc |
2025 Q3
|
77
|
$205M
|
| 23 Oct 2025, 11:58:22 |
13F-HR |
Noesis Capital Mangement Corp |
2025 Q3
|
127
|
$644M
|
| 23 Oct 2025, 11:55:59 |
13F-HR |
RWQ Financial Management Services, Inc. |
2025 Q3
|
23
|
$230M
|
| 23 Oct 2025, 11:55:37 |
13F-HR |
Kedalion Capital Management LLP |
2025 Q3
|
5
|
$2.66B
|
| 23 Oct 2025, 11:55:14 |
13F-HR |
Cathy Pareto & Associates, Inc |
2025 Q3
|
90
|
$133M
|
| 23 Oct 2025, 11:51:33 |
13F-HR |
Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q3
|
53
|
$396M
|
| 23 Oct 2025, 11:44:20 |
13F-HR |
Compass Financial Group, INC/SD |
2025 Q3
|
103
|
$665M
|
| 23 Oct 2025, 11:42:05 |
13F-HR |
Ethos Financial Group, LLC |
2025 Q3
|
509
|
$1.27B
|
| 23 Oct 2025, 11:38:14 |
13F-HR |
TCV Trust & Wealth Management, Inc. |
2025 Q3
|
223
|
$1.19B
|
| 23 Oct 2025, 11:37:37 |
13F-HR |
SG Americas Securities, LLC |
2025 Q3
|
2847
|
$27.2B
|
| 23 Oct 2025, 11:37:14 |
13F-HR |
Clean Yield Group |
2025 Q3
|
416
|
$354M
|
| 23 Oct 2025, 11:36:29 |
13F-HR |
West Bancorporation Inc |
2025 Q3
|
110
|
$180M
|
| 23 Oct 2025, 11:27:12 |
13F-HR |
Burford Brothers, Inc. |
2025 Q3
|
167
|
$234M
|
| 23 Oct 2025, 11:26:21 |
13F-HR |
Groesbeck Investment Management Corp /Nj/ |
2025 Q2
|
59
|
$57M
|
| 23 Oct 2025, 11:24:04 |
13F-HR |
Spire Wealth Management |
2025 Q3
|
2357
|
$2.94B
|
| 23 Oct 2025, 11:20:42 |
13F-HR |
Texas Bank & Trust Co |
2025 Q3
|
174
|
$264M
|
| 23 Oct 2025, 11:16:08 |
13F-HR |
Castellan Group |
2025 Q3
|
35
|
$688M
|
| 23 Oct 2025, 11:11:40 |
13F-HR |
Barnes Dennig Private Wealth Management LLC |
2025 Q3
|
298
|
$93.1M
|
| 23 Oct 2025, 11:10:40 |
13F-HR |
Tributary Capital Management, LLC |
2025 Q3
|
95
|
$2.11B
|
| 23 Oct 2025, 11:09:57 |
13F-HR |
B&D White Capital Company, LLC |
2025 Q3
|
74
|
$781M
|
| 23 Oct 2025, 11:05:47 |
13F-HR |
Lecap Asset Management Ltd |
2025 Q3
|
266
|
$288M
|
| 23 Oct 2025, 11:05:15 |
13F-HR |
ShoreHaven Wealth Partners, LLC |
2025 Q3
|
101
|
$270M
|
| 23 Oct 2025, 11:04:03 |
13F-HR |
Hosking Partners LLP |
2025 Q3
|
116
|
$2.76B
|
| 23 Oct 2025, 11:02:31 |
13F-HR |
Clarity Capital Advisors, LLC |
2025 Q3
|
87
|
$184M
|
| 23 Oct 2025, 10:56:49 |
13F-HR |
Tran Capital Management, L.P. |
2025 Q3
|
71
|
$837M
|
| 23 Oct 2025, 10:52:32 |
13F-HR |
Investmark Advisory Group LLC |
2025 Q3
|
133
|
$231M
|
| 23 Oct 2025, 10:47:40 |
13F-HR |
HB Wealth Management, LLC |
2025 Q3
|
1322
|
$14.7B
|
| 23 Oct 2025, 10:42:04 |
13F-HR |
Howard Financial Services, Ltd. |
2025 Q3
|
199
|
$817M
|
| 23 Oct 2025, 10:41:21 |
13F-HR |
Caldwell Trust Co |
2025 Q3
|
750
|
$1.07B
|
| 23 Oct 2025, 10:34:19 |
13F-HR |
North Point Portfolio Managers Corp/Oh |
2025 Q3
|
72
|
$605M
|
| 23 Oct 2025, 10:22:57 |
13F-HR |
Signature Wealth Management Partners, LLC |
2025 Q3
|
113
|
$191M
|
| 23 Oct 2025, 10:21:13 |
13F-HR |
CX Institutional |
2025 Q3
|
1375
|
$3.29B
|
| 23 Oct 2025, 10:12:36 |
13F-HR |
Wedgewood Investors Inc /Pa/ |
2025 Q3
|
105
|
$91.2M
|
| 23 Oct 2025, 10:10:48 |
13F-HR |
Strategic Blueprint, LLC |
2025 Q3
|
714
|
$2.29B
|
| 23 Oct 2025, 10:04:53 |
13F-HR |
Integras Partners LLC |
2025 Q3
|
61
|
$124M
|
| 23 Oct 2025, 10:00:40 |
13F-HR |
HT Partners LLC |
2025 Q3
|
52
|
$327M
|
| 23 Oct 2025, 09:59:24 |
13F-HR |
Outfitter Financial Llc |
2025 Q3
|
75
|
$124M
|
| 23 Oct 2025, 09:49:55 |
13F-HR |
SkyOak Wealth, LLC |
2025 Q3
|
250
|
$529M
|
| 23 Oct 2025, 09:45:13 |
13F-HR |
Childress Capital Advisors, Llc |
2025 Q3
|
313
|
$547M
|
| 23 Oct 2025, 09:44:04 |
13F-HR |
Park Avenue Securities Llc |
2025 Q3
|
1630
|
$12.8B
|
| 23 Oct 2025, 09:43:15 |
13F-HR |
Silchester International Investors LLP |
2025 Q3
|
3
|
$306M
|
| 23 Oct 2025, 09:34:08 |
13F-HR |
RPG Investment Advisory, LLC |
2025 Q3
|
84
|
$847M
|