Masso Torrence Wealth Management Inc. |
2024 Q4
|
1/23/2025, 09:11 AM |
99
|
$190M
|
WIT Partners Advisory Pte. Ltd. |
2024 Q4
|
1/23/2025, 08:41 AM |
1
|
$312M
|
Parkwoods Wealth Partners, LLC |
2024 Q4
|
1/23/2025, 08:21 AM |
33
|
$126M
|
Medicxi Ventures Management (Jersey) Ltd |
2024 Q4
|
1/23/2025, 08:11 AM |
5
|
$529M
|
HANTZ FINANCIAL SERVICES, INC. |
2024 Q4
|
1/23/2025, 08:02 AM |
1078
|
$5.74B
|
FORSTA AP-FONDEN |
2024 Q4
|
1/23/2025, 07:54 AM |
557
|
$14.1B
|
SUMITOMO LIFE INSURANCE CO |
2024 Q4
|
1/23/2025, 06:01 AM |
270
|
$5.3B
|
R Squared Ltd |
2024 Q4
|
1/22/2025, 09:05 PM |
1571
|
$103M
|
UG Investment Advisers Ltd. |
2024 Q4
|
1/22/2025, 07:56 PM |
9
|
$255M
|
DiNuzzo Private Wealth, Inc. |
2024 Q4
|
1/22/2025, 07:02 PM |
1415
|
$790M
|
Money Design Co.,Ltd. |
2024 Q4
|
1/22/2025, 07:00 PM |
77
|
$1.95B
|
DIXON FNANCIAL SERVICES, INC. |
2024 Q4
|
1/22/2025, 06:28 PM |
38
|
$184M
|
Planning Center, Inc. |
2024 Q4
|
1/22/2025, 07:15 PM |
68
|
$788M
|
Deane Retirement Strategies, Inc. |
2024 Q4
|
1/22/2025, 07:06 PM |
71
|
$199M
|
KIRR MARBACH & CO LLC /IN/ |
2024 Q4
|
1/22/2025, 06:59 PM |
57
|
$462M
|
Twelve Points Wealth Management LLC |
2024 Q4
|
1/22/2025, 06:55 PM |
176
|
$348M
|
FULTON BREAKEFIELD BROENNIMAN LLC |
2024 Q4
|
1/22/2025, 06:53 PM |
191
|
$1.4B
|
BAKER BOYER NATIONAL BANK |
2024 Q4
|
1/22/2025, 06:31 PM |
79
|
$289M
|
Accordant Advisory Group Inc |
2024 Q4
|
1/22/2025, 06:26 PM |
139
|
$104M
|
Gateway Wealth Partners, LLC |
2024 Q4
|
1/22/2025, 06:16 PM |
293
|
$386M
|
Barry Investment Advisors, LLC |
2024 Q4
|
1/22/2025, 06:16 PM |
111
|
$311M
|
Capital Investment Counsel, LLC |
2024 Q4
|
1/22/2025, 06:16 PM |
118
|
$599M
|
Signature Wealth Management Partners, LLC |
2024 Q4
|
1/22/2025, 06:16 PM |
102
|
$146M
|
SteelPeak Wealth, LLC |
2024 Q4
|
1/22/2025, 06:15 PM |
479
|
$2.41B
|
Williams & Novak, LLC |
2024 Q4
|
1/22/2025, 06:09 PM |
125
|
$104M
|
BetterWealth, LLC |
2024 Q4
|
1/22/2025, 06:09 PM |
68
|
$363M
|
First Trust Direct Indexing L.P. |
2024 Q4
|
1/22/2025, 06:08 PM |
0
|
$0
|
Southern Style Financial, Inc. |
2024 Q4
|
1/22/2025, 06:07 PM |
28
|
$124M
|
David Kennon Inc |
2024 Q4
|
1/22/2025, 06:07 PM |
36
|
$254M
|
RCS Financial Planning, LLC |
2024 Q4
|
1/22/2025, 06:06 PM |
77
|
$188M
|
NorthStar Asset Management LLC /NJ/ |
2024 Q4
|
1/22/2025, 06:06 PM |
85
|
$155M
|
Foster Group, Inc. |
2024 Q4
|
1/22/2025, 06:05 PM |
198
|
$2.62B
|
MOODY ALDRICH PARTNERS LLC |
2024 Q4
|
1/22/2025, 06:05 PM |
196
|
$540M
|
Dean, Jacobson Financial Services, LLC |
2024 Q4
|
1/22/2025, 06:04 PM |
9
|
$131M
|
McKinley Carter Wealth Services, Inc. |
2024 Q4
|
1/22/2025, 06:03 PM |
290
|
$1.63B
|
Wade Financial Advisory, Inc |
2024 Q4
|
1/22/2025, 06:02 PM |
80
|
$295M
|
MONTRUSCO BOLTON INVESTMENTS INC. |
2024 Q4
|
1/22/2025, 06:02 PM |
61
|
$8.26B
|
PATTON FUND MANAGEMENT, INC. |
2024 Q4
|
1/22/2025, 06:01 PM |
76
|
$510M
|
Nvest Financial, LLC |
2024 Q4
|
1/22/2025, 06:01 PM |
111
|
$197M
|
Foster Victor Wealth Advisors, LLC |
2024 Q4
|
1/22/2025, 06:00 PM |
191
|
$1.31B
|
Smith Group Asset Management, LLC |
2024 Q4
|
1/22/2025, 06:00 PM |
187
|
$1.36B
|
BOCHK Asset Management Ltd |
2024 Q4
|
1/22/2025, 05:59 PM |
64
|
$327M
|
Robeco Institutional Asset Management B.V. |
2024 Q4
|
1/22/2025, 05:59 PM |
897
|
$52.8B
|
BWM Planning, LLC |
2024 Q4
|
1/22/2025, 05:57 PM |
76
|
$230M
|
VERUS WEALTH MANAGEMENT, LLC |
2024 Q4 - Restatement
|
1/22/2025, 05:57 PM |
53
|
$89.2M
|
Asset Dedication, LLC |
2024 Q4
|
1/22/2025, 05:51 PM |
1093
|
$1.27B
|
VERUS WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/22/2025, 05:33 PM |
53
|
$89.2M
|
Investment Planning Advisors, Inc. |
2024 Q4
|
1/22/2025, 05:26 PM |
63
|
$229M
|
STAPP WEALTH MANAGEMENT, PLLC |
2024 Q4
|
1/22/2025, 05:09 PM |
26
|
$64.1M
|
Chico Wealth RIA |
2024 Q4
|
1/22/2025, 05:09 PM |
30
|
$114M
|
WEALTH EFFECTS LLC |
2024 Q4
|
1/22/2025, 05:07 PM |
212
|
$282M
|
Stonegate Investment Group, LLC |
2024 Q4
|
1/22/2025, 05:05 PM |
394
|
$3.75B
|
Tamar Securities, LLC |
2024 Q4
|
1/22/2025, 05:02 PM |
69
|
$724M
|
Prospect Financial Services LLC |
2024 Q4
|
1/22/2025, 05:02 PM |
114
|
$183M
|
Perigon Wealth Management, LLC |
2024 Q4
|
1/22/2025, 05:00 PM |
1037
|
$4.07B
|
Landmark Wealth Management, LLC |
2024 Q4
|
1/22/2025, 04:59 PM |
75
|
$226M
|
JEPPSON WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/22/2025, 04:59 PM |
199
|
$276M
|
Next Level Private LLC |
2024 Q4
|
1/22/2025, 04:58 PM |
132
|
$248M
|
Hutchens & Kramer Investment Management Group, LLC |
2024 Q4
|
1/22/2025, 04:55 PM |
159
|
$184M
|
FORTE ASSET MANAGEMENT LLC |
2024 Q4
|
1/22/2025, 04:54 PM |
60
|
$188M
|
MBE Wealth Management, LLC |
2024 Q4
|
1/22/2025, 04:53 PM |
102
|
$178M
|
PATRICK M SWEENEY & ASSOCIATES, INC |
2024 Q4
|
1/22/2025, 04:51 PM |
147
|
$133M
|
Mayflower Financial Advisors, LLC |
2024 Q4
|
1/22/2025, 04:51 PM |
379
|
$669M
|
Orca Wealth Management, LLC |
2024 Q4
|
1/22/2025, 04:50 PM |
63
|
$111M
|
LIBRA WEALTH LLC |
2024 Q4
|
1/22/2025, 04:49 PM |
53
|
$257M
|
KENNEDY INVESTMENT GROUP |
2024 Q4
|
1/22/2025, 04:47 PM |
123
|
$221M
|
Genesee Capital Advisors, LLC |
2024 Q4
|
1/22/2025, 04:45 PM |
122
|
$215M
|
DENVER WEALTH MANAGEMENT, INC. |
2024 Q4
|
1/22/2025, 04:43 PM |
82
|
$222M
|
DHK Financial Advisors, Inc. |
2024 Q4
|
1/22/2025, 04:41 PM |
89
|
$165M
|
BSW Wealth Partners |
2024 Q4
|
1/22/2025, 04:40 PM |
308
|
$681M
|
Spectrum Planning & Advisory Services Inc. |
2024 Q4
|
1/22/2025, 04:39 PM |
61
|
$115M
|
Falcon Wealth Planning |
2024 Q4
|
1/22/2025, 04:38 PM |
161
|
$897M
|
WATERSHED PRIVATE WEALTH LLC |
2024 Q4
|
1/22/2025, 04:38 PM |
112
|
$256M
|
Bensler, LLC |
2024 Q4
|
1/22/2025, 04:37 PM |
164
|
$841M
|
Axiom Financial Strategies, LLC |
2024 Q4
|
1/22/2025, 04:36 PM |
42
|
$179M
|
Clarity Capital Advisors, LLC |
2024 Q4
|
1/22/2025, 04:33 PM |
79
|
$149M
|
Patriot Financial Group Insurance Agency, LLC |
2024 Q4
|
1/22/2025, 04:33 PM |
474
|
$745M
|
Aspire Capital Advisors LLC |
2024 Q4
|
1/22/2025, 04:33 PM |
88
|
$350M
|
PROATHLETE WEALTH MANAGEMENT LLC |
2024 Q4
|
1/22/2025, 04:29 PM |
60
|
$266M
|
KFA Private Wealth Group, LLC |
2024 Q4
|
1/22/2025, 04:28 PM |
90
|
$239M
|
VCI Wealth Management LLC |
2024 Q4
|
1/22/2025, 04:24 PM |
86
|
$236M
|
MATRIX ASSET ADVISORS INC/NY |
2024 Q4
|
1/22/2025, 04:23 PM |
110
|
$916M
|
Fortress Wealth Management, Inc. |
2024 Q4
|
1/22/2025, 04:21 PM |
68
|
$206M
|
Curbstone Financial Management Corp |
2024 Q4
|
1/22/2025, 04:21 PM |
189
|
$472M
|
Revolve Wealth Partners, LLC |
2024 Q4
|
1/22/2025, 04:19 PM |
220
|
$681M
|
W ADVISORS, LLC |
2024 Q4
|
1/22/2025, 04:16 PM |
115
|
$162M
|
Charter Oak Capital Management, LLC |
2024 Q4
|
1/22/2025, 04:15 PM |
180
|
$1.07B
|
Sterling Investment Counsel, LLC |
2024 Q4
|
1/22/2025, 04:12 PM |
128
|
$151M
|
ABS Direct Equity Fund LLC |
2024 Q4
|
1/22/2025, 04:12 PM |
38
|
$86.3M
|
GRIFFIN ASSET MANAGEMENT, INC. |
2024 Q4
|
1/22/2025, 04:12 PM |
212
|
$851M
|
Pacific Capital Wealth Advisors, Inc. |
2024 Q4
|
1/22/2025, 04:10 PM |
400
|
$599M
|
YHB Investment Advisors, Inc. |
2024 Q4
|
1/22/2025, 04:09 PM |
277
|
$1.22B
|
Sound Stewardship, LLC |
2024 Q4
|
1/22/2025, 04:06 PM |
60
|
$168M
|
Fortitude Advisory Group L.L.C. |
2024 Q4
|
1/22/2025, 04:05 PM |
201
|
$166M
|
CISCO SYSTEMS, INC. |
2024 Q4
|
1/22/2025, 04:05 PM |
3
|
$354M
|
Vantage Investment Partners, LLC |
2024 Q4
|
1/22/2025, 04:01 PM |
62
|
$1.15B
|
Wealth Forward, LLC |
2024 Q4
|
1/22/2025, 03:55 PM |
30
|
$142M
|
WARNER FINANCIAL, INC |
2024 Q4
|
1/22/2025, 03:55 PM |
113
|
$233M
|
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2024 Q4
|
1/22/2025, 03:54 PM |
80
|
$120M
|
ACORN CREEK CAPITAL LLC |
2024 Q4
|
1/22/2025, 03:54 PM |
77
|
$195M
|