| 21 Oct 2025, 14:07:44 |
13F-HR |
Noble Family Wealth, LLC |
2025 Q3
|
83
|
$453M
|
| 21 Oct 2025, 14:06:37 |
13F-HR |
First City Capital Management, Inc. |
2025 Q3
|
153
|
$185M
|
| 21 Oct 2025, 14:04:43 |
13F-HR |
Wellesley Asset Management |
2025 Q3
|
56
|
$999M
|
| 21 Oct 2025, 14:03:32 |
13F-HR |
Chronos Wealth Management, LLC |
2025 Q3
|
40
|
$204M
|
| 21 Oct 2025, 13:54:37 |
13F-HR |
BOS Asset Management, LLC |
2025 Q3
|
190
|
$355M
|
| 21 Oct 2025, 13:42:54 |
13F-HR |
Pflug Koory, LLC |
2025 Q3
|
415
|
$211M
|
| 21 Oct 2025, 13:42:38 |
13F-HR |
Galibier Capital Management Ltd. |
2025 Q3
|
38
|
$300M
|
| 21 Oct 2025, 13:40:39 |
13F-HR |
Buttonwood Financial Advisors Inc. |
2025 Q3
|
103
|
$290M
|
| 21 Oct 2025, 13:35:43 |
13F-HR |
Altus Wealth Group LLC |
2025 Q3
|
143
|
$244M
|
| 21 Oct 2025, 13:32:52 |
13F-HR |
Bell Bank |
2025 Q3
|
198
|
$2.31B
|
| 21 Oct 2025, 13:32:34 |
13F-HR |
Intelligent Financial Strategies |
2025 Q3
|
73
|
$205M
|
| 21 Oct 2025, 13:31:40 |
13F-HR |
Western Pacific Wealth Management, LP |
2025 Q3
|
190
|
$102M
|
| 21 Oct 2025, 13:28:56 |
13F-HR |
Financiere des Professionnels - Fonds d,investissement inc. |
2025 Q3
|
366
|
$1.74B
|
| 21 Oct 2025, 13:25:38 |
13F-HR |
Hedeker Wealth, LLC |
2025 Q3
|
92
|
$481M
|
| 21 Oct 2025, 13:25:31 |
13F-HR |
ETF Portfolio Partners, Inc. |
2025 Q3
|
67
|
$376M
|
| 21 Oct 2025, 13:24:08 |
13F-HR |
PDS Planning, Inc |
2025 Q3
|
540
|
$1.45B
|
| 21 Oct 2025, 13:22:36 |
13F-HR |
Meredith Wealth Planning |
2025 Q3
|
63
|
$316M
|
| 21 Oct 2025, 13:20:30 |
13F-HR |
Three Bridge Wealth Advisors, LLC |
2025 Q3
|
87
|
$388M
|
| 21 Oct 2025, 13:20:29 |
13F-HR |
Ntv Asset Management Llc |
2025 Q3
|
311
|
$917M
|
| 21 Oct 2025, 13:18:08 |
13F-HR |
Brown Miller Wealth Management, LLC |
2025 Q3
|
191
|
$353M
|
| 21 Oct 2025, 13:15:07 |
13F-HR |
Synergy Asset Management, LLC |
2025 Q3
|
252
|
$2.72B
|
| 21 Oct 2025, 13:14:32 |
13F-HR |
Signaturefd, Llc |
2025 Q3
|
3362
|
$6.34B
|
| 21 Oct 2025, 13:11:43 |
13F-HR |
Deere & Co |
2025 Q3
|
0
|
$0
|
| 21 Oct 2025, 13:08:27 |
13F-HR |
Brave Asset Management Inc |
2025 Q3
|
168
|
$409M
|
| 21 Oct 2025, 13:07:24 |
13F-HR |
Taylor Frigon Capital Management LLC |
2025 Q3
|
89
|
$201M
|
| 21 Oct 2025, 13:03:12 |
13F-HR |
Townsend & Associates, Inc |
2025 Q3
|
112
|
$1.05B
|
| 21 Oct 2025, 12:56:30 |
13F-HR |
Quattro Financial Advisors Llc |
2025 Q3
|
82
|
$316M
|
| 21 Oct 2025, 12:56:16 |
13F-HR |
Altfest L J & Co Inc |
2025 Q3
|
330
|
$896M
|
| 21 Oct 2025, 12:54:18 |
13F-HR |
Thoma Capital Management LLC |
2025 Q3
|
59
|
$174M
|
| 21 Oct 2025, 12:53:13 |
13F-HR |
Arbor Investment Advisors, LLC |
2025 Q3
|
127
|
$788M
|
| 21 Oct 2025, 12:48:25 |
13F-HR |
Kooman & Associates |
2025 Q3
|
53
|
$324M
|
| 21 Oct 2025, 12:45:49 |
13F-HR |
Kagan Cocozza Asset Management |
2025 Q3
|
61
|
$132M
|
| 21 Oct 2025, 12:45:41 |
13F-HR |
Crowley Wealth Management, Inc. |
2025 Q3
|
404
|
$126M
|
| 21 Oct 2025, 12:44:55 |
13F-HR |
Prepared Retirement Institute LLC |
2025 Q3
|
84
|
$192M
|
| 21 Oct 2025, 12:40:27 |
13F-HR |
GSB Wealth Management, LLC |
2025 Q3
|
239
|
$441M
|
| 21 Oct 2025, 12:38:13 |
13F-HR |
Bourgeon Capital Management Llc |
2025 Q3
|
107
|
$550M
|
| 21 Oct 2025, 12:36:05 |
13F-HR |
Physicians Financial Services, Inc. |
2025 Q3
|
108
|
$366M
|
| 21 Oct 2025, 12:30:05 |
13F-HR |
Unique Wealth, Llc |
2025 Q3
|
179
|
$682M
|
| 21 Oct 2025, 12:29:33 |
13F-HR |
Values First Advisors, Inc. |
2025 Q3
|
171
|
$187M
|
| 21 Oct 2025, 12:26:15 |
13F-HR |
Alken Asset Management Ltd |
2025 Q3
|
36
|
$32M
|
| 21 Oct 2025, 12:25:47 |
13F-HR |
GAM Holding AG |
2025 Q3
|
284
|
$1.62B
|
| 21 Oct 2025, 12:25:14 |
13F-HR |
Morris Financial Concepts, Inc. |
2025 Q3
|
198
|
$277M
|
| 21 Oct 2025, 12:12:47 |
13F-HR |
Titan Global Capital Management Usa Llc |
2025 Q3
|
59
|
$679M
|
| 21 Oct 2025, 12:12:18 |
13F-HR |
Sage Investment Counsel LLC |
2025 Q3
|
123
|
$90.3M
|
| 21 Oct 2025, 12:11:11 |
13F-HR |
Pictet North America Advisors SA |
2025 Q3
|
144
|
$1.07B
|
| 21 Oct 2025, 12:11:06 |
13F-HR |
Applied Capital LLC |
2025 Q3
|
48
|
$248M
|
| 21 Oct 2025, 12:10:16 |
13F-HR |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q3
|
412
|
$1.72B
|
| 21 Oct 2025, 12:06:45 |
13F-HR |
Brookwood Investment Group LLC |
2025 Q3
|
477
|
$775M
|
| 21 Oct 2025, 12:03:31 |
13F-HR |
Vishria Bird Financial Group, LLC |
2025 Q3
|
97
|
$510M
|
| 21 Oct 2025, 12:02:06 |
13F-HR |
Penney Financial, Llc |
2025 Q3
|
49
|
$223M
|
| 21 Oct 2025, 12:00:40 |
13F-HR |
SJS Investment Consulting Inc. |
2025 Q3
|
1634
|
$731M
|
| 21 Oct 2025, 11:54:08 |
13F-HR |
Summit Wealth Partners, LLC |
2025 Q3
|
212
|
$554M
|
| 21 Oct 2025, 11:52:59 |
13F-HR |
First Pacific Financial |
2025 Q3
|
532
|
$720M
|
| 21 Oct 2025, 11:48:24 |
13F-HR |
PICTET BANK & TRUST Ltd |
2025 Q3
|
33
|
$83.2M
|
| 21 Oct 2025, 11:47:53 |
13F-HR |
Cascade Financial Partners, LLC |
2025 Q3
|
261
|
$872M
|
| 21 Oct 2025, 11:43:17 |
13F-HR |
Econ Financial Services Corp |
2025 Q3
|
77
|
$201M
|
| 21 Oct 2025, 11:42:47 |
13F-HR |
SOA Wealth Advisors, LLC. |
2025 Q3
|
892
|
$538M
|
| 21 Oct 2025, 11:41:53 |
13F-HR |
Fischer Financial Services, Inc. |
2025 Q3
|
64
|
$371M
|
| 21 Oct 2025, 11:38:31 |
13F-HR |
Mayfair Advisory Group, LLC |
2025 Q3
|
190
|
$233M
|
| 21 Oct 2025, 11:37:05 |
13F-HR |
Watershed Private Wealth Llc |
2025 Q3
|
112
|
$316M
|
| 21 Oct 2025, 11:35:37 |
13F-HR |
El Puerto de Liverpool, S.A.B. de C.V. |
2025 Q3
|
0
|
$0
|
| 21 Oct 2025, 11:34:12 |
13F-HR |
Stephenson & Company, Inc. |
2025 Q3
|
43
|
$174M
|
| 21 Oct 2025, 11:32:32 |
13F-HR |
Riverbend Wealth Management, LLC |
2025 Q3
|
138
|
$143M
|
| 21 Oct 2025, 11:31:12 |
13F-HR |
Suncoast Equity Management |
2025 Q3
|
90
|
$1B
|
| 21 Oct 2025, 11:29:40 |
13F-HR |
SteelPeak Wealth, LLC |
2025 Q3
|
537
|
$2.98B
|
| 21 Oct 2025, 11:26:04 |
13F-HR |
Crown Oak Advisors, LLC |
2025 Q3
|
23
|
$202M
|
| 21 Oct 2025, 11:25:55 |
13F-HR |
Savior LLC |
2025 Q3
|
16
|
$22.5M
|
| 21 Oct 2025, 11:21:55 |
13F-HR |
Tectonic Advisors Llc |
2025 Q3
|
330
|
$1.83B
|
| 21 Oct 2025, 11:15:47 |
13F-HR |
Retirement Guys Formula Llc |
2025 Q3
|
169
|
$284M
|
| 21 Oct 2025, 11:13:37 |
13F-HR |
Relyea Zuckerberg Hanson LLC |
2025 Q3
|
270
|
$951M
|
| 21 Oct 2025, 11:10:08 |
13F-HR |
Discipline Wealth Solutions, LLC |
2025 Q3
|
155
|
$379M
|
| 21 Oct 2025, 11:04:12 |
13F-HR |
Lazard Freres Gestion S.A.S. |
2025 Q3
|
112
|
$5.25B
|
| 21 Oct 2025, 10:59:10 |
13F-HR |
Bay Capital Advisors, LLC |
2025 Q3
|
110
|
$154M
|
| 21 Oct 2025, 10:58:32 |
13F-HR |
PUREfi Wealth, LLC |
2025 Q3
|
165
|
$130M
|
| 21 Oct 2025, 10:57:27 |
13F-HR |
OMC Financial Services LTD |
2025 Q3
|
67
|
$269M
|
| 21 Oct 2025, 10:55:17 |
13F-HR |
Ballentine Capital Advisors, Inc |
2025 Q3
|
26
|
$226M
|
| 21 Oct 2025, 10:51:28 |
13F-HR |
Kerntke Otto McGlone Wealth Management Group |
2025 Q3
|
84
|
$132M
|
| 21 Oct 2025, 10:48:09 |
13F-HR |
Sullivan Wood Capital Management LLC |
2025 Q3
|
20
|
$67.9M
|
| 21 Oct 2025, 10:47:20 |
13F-HR |
Amplius Wealth Advisors, LLC |
2025 Q3
|
174
|
$1.16B
|
| 21 Oct 2025, 10:45:02 |
13F-HR |
CMH Wealth Management LLC |
2025 Q3
|
55
|
$469M
|
| 21 Oct 2025, 10:41:28 |
13F-HR |
Presilium Private Wealth, Llc |
2025 Q3
|
76
|
$527M
|
| 21 Oct 2025, 10:35:08 |
13F-HR |
CV Advisors LLC |
2025 Q3
|
50
|
$361M
|
| 21 Oct 2025, 10:32:55 |
13F-HR |
Goldstein Advisors, LLC |
2025 Q3
|
204
|
$823M
|
| 21 Oct 2025, 10:32:54 |
13F-HR |
Global Financial Private Client, LLC |
2025 Q3
|
231
|
$281M
|
| 21 Oct 2025, 10:31:42 |
13F-HR |
Blue Rock Wealth Management LLC |
2025 Q2
|
103
|
$144M
|
| 21 Oct 2025, 10:30:48 |
13F-HR |
Sterling Investment Counsel, LLC |
2025 Q3
|
130
|
$312M
|
| 21 Oct 2025, 10:28:22 |
13F-HR |
Schear Investment Advisers, LLC |
2025 Q3
|
86
|
$225M
|
| 21 Oct 2025, 10:27:41 |
13F-HR |
GoalFusion Wealth Management, LLC |
2025 Q3
|
28
|
$209M
|
| 21 Oct 2025, 10:26:45 |
13F-HR |
Delta Wealth Advisors LLC |
2025 Q3
|
46
|
$128M
|
| 21 Oct 2025, 10:23:48 |
13F-HR |
Blue Rock Wealth Management LLC |
2025 Q3
|
107
|
$161M
|
| 21 Oct 2025, 10:22:23 |
13F-HR |
Hudson Capital Management LLC |
2025 Q3
|
68
|
$377M
|
| 21 Oct 2025, 10:16:31 |
13F-HR |
Braun Stacey Associates Inc |
2025 Q3
|
114
|
$3.05B
|
| 21 Oct 2025, 10:13:49 |
13F-HR |
William Howard & Co Financial Advisors Inc |
2025 Q3
|
56
|
$118M
|
| 21 Oct 2025, 10:12:37 |
13F-HR |
Clio Asset Management LLC |
2025 Q3
|
14
|
$135M
|
| 21 Oct 2025, 10:02:52 |
13F-HR |
Wagner Wealth Management, LLC |
2025 Q3
|
249
|
$431M
|
| 21 Oct 2025, 10:02:43 |
13F-HR |
Silver Oak Securities, Incorporated |
2025 Q3
|
753
|
$1.34B
|
| 21 Oct 2025, 09:53:07 |
13F-HR |
Golden State Equity Partners |
2025 Q3
|
450
|
$593M
|
| 21 Oct 2025, 09:52:06 |
13F-HR |
Invesco, Llc |
2025 Q3
|
133
|
$296M
|
| 21 Oct 2025, 09:51:28 |
13F-HR |
Investment Planning Advisors, Inc. |
2025 Q3
|
88
|
$318M
|
| 21 Oct 2025, 09:49:20 |
13F-HR |
Constellation Investments, Inc. |
2025 Q3
|
19
|
$2.14B
|