| 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
|
| 21 Oct 2025, 09:41:45 |
13F-HR |
Mattern Capital Management, Llc |
2025 Q3
|
172
|
$851M
|
| 21 Oct 2025, 09:39:51 |
13F-HR |
Bank Pictet & Cie (Europe) AG |
2025 Q3
|
195
|
$5.01B
|
| 21 Oct 2025, 09:36:44 |
13F-HR |
Edmp, Inc. |
2025 Q3
|
69
|
$126M
|
| 21 Oct 2025, 09:33:00 |
13F-HR |
True Wealth Design, LLC |
2025 Q3
|
2711
|
$327M
|
| 21 Oct 2025, 09:30:23 |
13F-HR |
Sentinel Pension Advisors, Llc |
2025 Q3
|
123
|
$625M
|
| 21 Oct 2025, 09:27:51 |
13F-HR |
Generali Asset Management SPA SGR |
2025 Q3
|
499
|
$4.68B
|
| 21 Oct 2025, 09:21:12 |
13F-HR |
CapWealth Advisors, LLC |
2025 Q3
|
121
|
$1.46B
|
| 21 Oct 2025, 09:12:15 |
13F-HR |
Banque Pictet & Cie Sa |
2025 Q3
|
375
|
$9.96B
|
| 21 Oct 2025, 09:10:31 |
13F-HR |
Hubbell Strickland Wealth Management, LLC |
2025 Q3
|
82
|
$243M
|
| 21 Oct 2025, 08:44:26 |
13F-HR |
Greenbush Financial Group, LLC |
2025 Q3
|
32
|
$261M
|
| 21 Oct 2025, 08:30:20 |
13F-HR |
Guyasuta Investment Advisors Inc |
2025 Q3
|
261
|
$1.74B
|
| 21 Oct 2025, 08:00:32 |
13F-HR |
Coastline Trust Co |
2025 Q3
|
393
|
$932M
|
| 21 Oct 2025, 07:26:25 |
13F-HR |
Wealth Management Associates, Inc. |
2025 Q3
|
230
|
$282M
|
| 21 Oct 2025, 07:06:15 |
13F-HR |
PPSC Investment Service Corp |
2025 Q3
|
8
|
$1.26B
|
| 21 Oct 2025, 06:57:00 |
13F-HR |
PayPay Securities Corp |
2025 Q3
|
280
|
$2.78M
|
| 21 Oct 2025, 06:02:32 |
13F-HR |
Ninety One North America, Inc. |
2025 Q3
|
70
|
$2.21B
|
| 21 Oct 2025, 06:02:32 |
13F-HR |
Ninety One SA (PTY) Ltd |
2025 Q3
|
97
|
$2.22B
|
| 21 Oct 2025, 06:02:31 |
13F-HR |
Ninety One UK Ltd |
2025 Q3
|
210
|
$46.3B
|
| 20 Oct 2025, 21:40:21 |
13F-HR |
McElhenny Sheffield Capital Management, LLC |
2025 Q3
|
106
|
$422M
|
| 20 Oct 2025, 21:35:39 |
13F-HR |
My Personal CFO, LLC |
2025 Q3
|
94
|
$258M
|
| 20 Oct 2025, 21:31:32 |
13F-HR |
Foundation Wealth Management, LLC\PA |
2025 Q3
|
94
|
$258M
|
| 20 Oct 2025, 21:27:02 |
13F-HR |
Romano Brothers And Company |
2025 Q3
|
319
|
$875M
|
| 20 Oct 2025, 21:06:17 |
13F-HR |
Farrell Financial LLC |
2025 Q3
|
70
|
$160M
|
| 20 Oct 2025, 20:58:43 |
13F-HR |
Roberts Wealth Advisors, LLC |
2025 Q3
|
98
|
$376M
|
| 20 Oct 2025, 20:52:25 |
13F-HR |
Hofer & Associates. Inc |
2025 Q3
|
60
|
$175M
|
| 20 Oct 2025, 20:41:07 |
13F-HR |
Semitam Bonam Llc |
2025 Q3
|
44
|
$112M
|
| 20 Oct 2025, 20:38:26 |
13F-HR |
Twin Lakes Capital Management, LLC |
2025 Q3
|
223
|
$216M
|
| 20 Oct 2025, 20:16:20 |
13F-HR |
Strait & Sound Wealth Management LLC |
2025 Q3
|
148
|
$261M
|
| 20 Oct 2025, 20:14:39 |
13F-HR |
Chico Wealth RIA |
2025 Q3
|
33
|
$147M
|
| 20 Oct 2025, 20:04:10 |
13F-HR |
Munro Partners |
2024 Q1
|
57
|
$2.79B
|
| 20 Oct 2025, 20:00:57 |
13F-HR |
Munro Partners |
2024 Q2
|
57
|
$2.7B
|
| 20 Oct 2025, 19:59:51 |
13F-HR |
Rye Brook Capital LLC |
2025 Q3
|
30
|
$119M
|
| 20 Oct 2025, 19:57:05 |
13F-HR |
Munro Partners |
2024 Q3
|
62
|
$2.75B
|
| 20 Oct 2025, 19:55:19 |
13F-HR |
RB Capital Management, LLC |
2025 Q3
|
187
|
$479M
|
| 20 Oct 2025, 19:52:21 |
13F-HR |
White & Co Financial Planning Inc |
2025 Q3
|
19
|
$133M
|
| 20 Oct 2025, 19:09:21 |
13F-HR |
Daner Wealth Management, LLC |
2025 Q3
|
98
|
$154M
|
| 20 Oct 2025, 18:54:13 |
13F-HR |
Financial Consulate, Inc |
2025 Q3
|
1152
|
$708M
|
| 20 Oct 2025, 18:40:21 |
13F-HR |
Salomon & Ludwin, LLC |
2025 Q3
|
2147
|
$1.11B
|
| 20 Oct 2025, 18:39:06 |
13F-HR |
E&G Advisors, LP |
2025 Q3
|
227
|
$430M
|
| 20 Oct 2025, 18:21:32 |
13F-HR |
Dupont Capital Management Corp |
2025 Q3
|
109
|
$967M
|
| 20 Oct 2025, 18:14:33 |
13F-HR |
Reston Wealth Management Llc |
2025 Q3
|
53
|
$310M
|
| 20 Oct 2025, 18:08:32 |
13F-HR |
Refined Wealth Management |
2025 Q3
|
36
|
$156M
|
| 20 Oct 2025, 18:02:42 |
13F-HR |
Mather Group, Llc. |
2025 Q3
|
1707
|
$9.91B
|
| 20 Oct 2025, 17:56:39 |
13F-HR |
Morton Brown Family Wealth, LLC |
2025 Q3
|
264
|
$348M
|
| 20 Oct 2025, 17:46:36 |
13F-HR |
Optimum Investment Advisors |
2025 Q3
|
612
|
$252M
|
| 20 Oct 2025, 17:44:38 |
13F-HR |
JDM Financial Group LLC |
2025 Q3
|
280
|
$238M
|
| 20 Oct 2025, 17:44:30 |
13F-HR |
RVW Wealth, LLC |
2025 Q3
|
176
|
$1.28B
|
| 20 Oct 2025, 17:40:10 |
13F-HR/A |
Eldred Rock Partners, LLC |
2025 Q3 - Restatement
|
30
|
$401M
|
| 20 Oct 2025, 17:39:52 |
13F-HR |
TFO Wealth Partners, LLC |
2025 Q3
|
50
|
$613M
|
| 20 Oct 2025, 17:39:26 |
13F-HR |
Mokosak Advisory Group, LLC |
2025 Q3
|
38
|
$382M
|
| 20 Oct 2025, 17:38:30 |
13F-HR |
Moody Aldrich Partners Llc |
2025 Q3
|
188
|
$527M
|
| 20 Oct 2025, 17:38:03 |
13F-HR |
Cantor Fitzgerald Investment Advisors L.P. |
2025 Q3
|
191
|
$1.47B
|
| 20 Oct 2025, 17:37:34 |
13F-HR |
Massachusetts Wealth Management |
2025 Q3
|
96
|
$202M
|
| 20 Oct 2025, 17:36:49 |
13F-HR |
GSG Advisors LLC |
2025 Q3
|
126
|
$378M
|
| 20 Oct 2025, 17:34:10 |
13F-HR |
Pine Haven Investment Counsel, Inc |
2025 Q3
|
117
|
$138M
|
| 20 Oct 2025, 17:31:47 |
13F-HR |
West Branch Capital LLC |
2025 Q3
|
452
|
$381M
|
| 20 Oct 2025, 17:31:36 |
13F-HR |
Regency Capital Management Inc.\DE |
2025 Q3
|
58
|
$210M
|
| 20 Oct 2025, 17:05:27 |
13F-HR |
Mastercard Foundation Asset Management Corp |
2025 Q3
|
4
|
$43.3B
|
| 20 Oct 2025, 16:59:47 |
13F-HR |
Premier Financial Group |
2025 Q3
|
63
|
$374M
|
| 20 Oct 2025, 16:55:20 |
13F-HR |
AvaII Wealth Management, Llc |
2025 Q3
|
150
|
$263M
|
| 20 Oct 2025, 16:55:04 |
13F-HR |
Davis Investment Partners, LLC |
2025 Q3
|
156
|
$293M
|
| 20 Oct 2025, 16:54:46 |
13F-HR |
Miracle Mile Advisors, LLC |
2025 Q3
|
819
|
$6.67B
|
| 20 Oct 2025, 16:54:21 |
13F-HR |
Chemistry Wealth Management LLC |
2025 Q3
|
202
|
$518M
|
| 20 Oct 2025, 16:54:01 |
13F-HR |
IAM Advisory, LLC |
2025 Q3
|
102
|
$445M
|
| 20 Oct 2025, 16:14:58 |
13F-HR |
Heritage Oak Wealth Advisors Llc |
2025 Q3
|
85
|
$275M
|
| 20 Oct 2025, 15:49:04 |
13F-HR |
Hartmann Taylor Wealth Management, LLC |
2025 Q3
|
51
|
$139M
|
| 20 Oct 2025, 15:38:38 |
13F-HR |
Keystone Financial Group, Inc. |
2025 Q3
|
130
|
$177M
|
| 20 Oct 2025, 15:19:45 |
13F-HR |
Mainstream Capital Management LLC |
2025 Q3
|
87
|
$150M
|
| 20 Oct 2025, 14:22:25 |
13F-HR |
Stonebridge Financial Group, LLC |
2025 Q3
|
240
|
$1.14B
|
| 20 Oct 2025, 14:08:12 |
13F-HR |
Fortress Financial Solutions, LLC |
2025 Q3
|
60
|
$91.8M
|
| 20 Oct 2025, 14:04:06 |
13F-HR |
Mallini Complete Financial Planning LLC |
2025 Q3
|
60
|
$123M
|
| 20 Oct 2025, 14:00:47 |
13F-HR |
Chris Bulman Inc |
2025 Q3
|
142
|
$200M
|
| 20 Oct 2025, 13:56:39 |
13F-HR |
Shum Financial Group, Inc. |
2025 Q3
|
94
|
$134M
|
| 20 Oct 2025, 17:20:47 |
13F-HR |
Mattern Wealth Management LLC |
2025 Q3
|
156
|
$501M
|
| 20 Oct 2025, 17:10:38 |
13F-HR |
XML Financial, LLC |
2025 Q3
|
391
|
$1.23B
|
| 20 Oct 2025, 16:41:57 |
13F-HR |
Delta Investment Management, LLC |
2025 Q3
|
268
|
$558M
|
| 20 Oct 2025, 16:39:52 |
13F-HR |
DHJJ Financial Advisors, Ltd. |
2025 Q3
|
1002
|
$295M
|
| 20 Oct 2025, 16:25:10 |
13F-HR |
HighMark Wealth Management LLC |
2025 Q3
|
606
|
$227M
|
| 20 Oct 2025, 16:14:52 |
13F-HR |
Advocate Group Llc |
2025 Q3
|
122
|
$608M
|
| 20 Oct 2025, 16:07:11 |
13F-HR |
Vanderbilt University |
2025 Q3
|
73
|
$602M
|
| 20 Oct 2025, 16:05:45 |
13F-HR |
Nicholas Wealth, LLC. |
2025 Q3
|
104
|
$238M
|
| 20 Oct 2025, 16:00:30 |
13F-HR |
Masso Torrence Wealth Management Inc. |
2025 Q3
|
108
|
$240M
|
| 20 Oct 2025, 15:50:18 |
13F-HR |
Motive Wealth Advisors |
2025 Q3
|
89
|
$232M
|
| 20 Oct 2025, 15:47:06 |
13F-HR |
Roth Financial Partners LLC |
2025 Q3
|
32
|
$297M
|
| 20 Oct 2025, 15:45:22 |
13F-HR |
Ocean Park Asset Management, LLC |
2025 Q3
|
94
|
$2.43B
|
| 20 Oct 2025, 15:45:10 |
13F-HR |
Altus Wealth Management, LLC |
2025 Q3
|
28
|
$226M
|
| 20 Oct 2025, 15:43:43 |
13F-HR |
GPM Growth Investors, Inc. |
2025 Q3
|
42
|
$260M
|
| 20 Oct 2025, 15:42:29 |
13F-HR |
Shira Ridge Wealth Management |
2025 Q3
|
85
|
$236M
|
| 20 Oct 2025, 15:42:13 |
13F-HR |
Allspring Global Investments Holdings, LLC |
2025 Q3
|
1626
|
$62.3B
|