| 20 Oct 2025, 10:23:03 |
13F-HR |
Diversified Trust Co |
2025 Q3
|
995
|
$5.01B
|
| 20 Oct 2025, 10:22:09 |
13F-HR/A |
TRB Advisors LP |
2025 Q3 - Restatement
|
11
|
$496M
|
| 20 Oct 2025, 10:20:46 |
13F-HR |
LifeGuide Financial Advisors, LLC |
2025 Q3
|
48
|
$272M
|
| 20 Oct 2025, 10:20:18 |
13F-HR |
Ergawealth Advisors, Inc. |
2025 Q3
|
59
|
$215M
|
| 20 Oct 2025, 10:11:52 |
13F-HR |
Clark Asset Management, LLC |
2025 Q3
|
208
|
$860M
|
| 20 Oct 2025, 10:10:21 |
13F-HR |
Armbruster Capital Management, Inc. |
2025 Q3
|
131
|
$588M
|
| 20 Oct 2025, 10:03:57 |
13F-HR |
Squire Investment Management Company, LLC |
2025 Q3
|
68
|
$307M
|
| 20 Oct 2025, 09:41:55 |
13F-HR |
American Financial & Tax Strategies Inc |
2025 Q3
|
93
|
$200M
|
| 20 Oct 2025, 09:40:48 |
13F-HR |
Hillcrest Wealth Advisors - NY, LLC |
2025 Q3
|
53
|
$222M
|
| 20 Oct 2025, 09:31:29 |
13F-HR |
Simplify Asset Management Inc. |
2025 Q3
|
127
|
$4.93B
|
| 20 Oct 2025, 09:26:50 |
13F-HR |
Paradice Investment Management LLC |
2025 Q3
|
30
|
$446M
|
| 20 Oct 2025, 09:20:09 |
13F-HR |
Klaas Financial Asset Advisors, LLC |
2025 Q3
|
47
|
$666M
|
| 20 Oct 2025, 09:08:45 |
13F-HR |
Legal Advantage Investments, Inc. |
2025 Q3
|
89
|
$222M
|
| 20 Oct 2025, 09:03:14 |
13F-HR |
Strategic Planning, Inc. |
2025 Q3
|
54
|
$173M
|
| 20 Oct 2025, 08:58:41 |
13F-HR |
Strategic Planning, Inc. |
2025 Q2
|
51
|
$167M
|
| 20 Oct 2025, 08:54:00 |
13F-HR |
YANKCOM Partnership |
2025 Q3
|
283
|
$222M
|
| 20 Oct 2025, 08:53:25 |
13F-HR |
Montz Harcus Wealth Management LLC |
2025 Q3
|
86
|
$229M
|
| 20 Oct 2025, 08:31:17 |
13F-HR |
Brown Shipley& Co Ltd |
2025 Q3
|
72
|
$189M
|
| 20 Oct 2025, 08:29:14 |
13F-HR |
KPS Global Asset Management UK Ltd |
2025 Q3
|
4
|
$789M
|
| 20 Oct 2025, 08:16:27 |
13F-HR |
Advanced Asset Management Advisors Inc |
2025 Q3
|
85
|
$374M
|
| 20 Oct 2025, 07:22:53 |
13F-HR |
Sl Advisors, Llc |
2025 Q3
|
31
|
$50.8M
|
| 20 Oct 2025, 06:08:04 |
13F-HR |
Aquamarine Zurich AG |
2025 Q3
|
14
|
$317M
|
| 20 Oct 2025, 06:03:16 |
13F-HR |
Analyst IMS Investment Management Services Ltd. |
2025 Q3
|
120
|
$3.22B
|
| 17 Oct 2025, 19:51:12 |
13F-HR |
Tripletail Wealth Management, LLC |
2025 Q3
|
329
|
$84.5M
|
| 17 Oct 2025, 18:35:41 |
13F-HR |
Pure Financial Advisors, LLC |
2025 Q3
|
495
|
$6.28B
|
| 17 Oct 2025, 17:29:25 |
13F-HR |
Oak Harvest Investment Services |
2025 Q3
|
170
|
$857M
|
| 17 Oct 2025, 17:28:29 |
13F-HR |
Fortitude Family Office, LLC |
2025 Q3
|
1973
|
$370M
|
| 17 Oct 2025, 17:08:59 |
13F-HR |
Austin Private Wealth, LLC |
2025 Q3
|
277
|
$1.3B
|
| 17 Oct 2025, 17:03:58 |
13F-HR |
Chemung Canal Trust Co |
2025 Q3
|
119
|
$502M
|
| 17 Oct 2025, 17:01:32 |
13F-HR |
Farmers & Merchants Investments Inc |
2025 Q3
|
1736
|
$3.53B
|
| 17 Oct 2025, 16:59:31 |
13F-HR |
Range Financial Group LLC |
2025 Q3
|
197
|
$277M
|
| 17 Oct 2025, 16:59:05 |
13F-HR |
James B. Fleming Jr |
2025 Q3
|
2
|
$905K
|
| 17 Oct 2025, 16:56:23 |
13F-HR |
Cornerstone Partners Capital Management, Llc |
2025 Q3
|
6
|
$34.5M
|
| 17 Oct 2025, 16:43:17 |
13F-HR |
Trust Co of Tennessee |
2025 Q3
|
7
|
$474M
|
| 17 Oct 2025, 16:29:37 |
13F-HR |
Ffg Retirement Advisors Llc |
2025 Q3
|
45
|
$161M
|
| 17 Oct 2025, 16:19:52 |
13F-HR |
Copeland Capital Management, LLC |
2025 Q3
|
291
|
$4.8B
|
| 17 Oct 2025, 16:19:32 |
13F-HR |
Fort Washington Investment Advisors Inc /Oh/ |
2025 Q3
|
414
|
$18.5B
|
| 17 Oct 2025, 16:10:11 |
13F-HR |
Boston Trust Walden Corp |
2025 Q3
|
391
|
$13.6B
|
| 17 Oct 2025, 16:02:05 |
13F-HR |
Plimoth Trust Co Llc |
2025 Q3
|
167
|
$442M
|
| 17 Oct 2025, 16:01:07 |
13F-HR |
Rovin Capital /Ut/ /Adv |
2025 Q3
|
200
|
$367M
|
| 17 Oct 2025, 15:46:41 |
13F-HR |
Lpwm Llc |
2025 Q3
|
84
|
$375M
|
| 17 Oct 2025, 15:46:23 |
13F-HR |
Constitution Capital LLC |
2025 Q3
|
61
|
$214M
|
| 17 Oct 2025, 15:39:36 |
13F-HR |
New Wave Wealth Advisors Llc |
2025 Q3
|
188
|
$275M
|
| 17 Oct 2025, 15:35:38 |
13F-HR |
Nixon Peabody Trust Co |
2025 Q3
|
152
|
$1.37B
|
| 17 Oct 2025, 15:33:11 |
13F-HR |
Greenfield FTC, Inc. |
2025 Q3
|
3
|
$507M
|
| 17 Oct 2025, 15:32:28 |
13F-HR |
Atlas Brown,Inc. |
2025 Q3
|
227
|
$338M
|
| 17 Oct 2025, 15:30:32 |
13F-HR |
Hm Payson & Co |
2025 Q2
|
996
|
$6.31B
|
| 17 Oct 2025, 15:29:37 |
13F-HR |
Petros Family Wealth, LLC |
2025 Q3
|
134
|
$119M
|
| 17 Oct 2025, 15:25:30 |
13F-HR |
Hm Payson & Co |
2025 Q3
|
1090
|
$6.95B
|
| 17 Oct 2025, 15:21:34 |
13F-HR |
Global Wealth Management, LLC |
2025 Q3
|
35
|
$190M
|
| 17 Oct 2025, 15:20:50 |
13F-HR |
Old North State Wealth Management, LLC |
2025 Q3
|
123
|
$214M
|
| 17 Oct 2025, 15:17:12 |
13F-HR |
1900 Wealth Management Llc |
2025 Q3
|
233
|
$1.48B
|
| 17 Oct 2025, 15:13:05 |
13F-HR |
Bretton Capital Management, LLC |
2025 Q3
|
19
|
$119M
|
| 17 Oct 2025, 15:09:24 |
13F-HR |
Retireful, LLC |
2025 Q3
|
93
|
$103M
|
| 17 Oct 2025, 15:05:12 |
13F-HR |
Annex Advisory Services, LLC |
2025 Q3
|
314
|
$4.7B
|
| 17 Oct 2025, 15:04:51 |
13F-HR |
Lakeshore Capital Group, Inc. |
2025 Q3
|
79
|
$124M
|
| 17 Oct 2025, 15:03:24 |
13F-HR |
Goldstone Financial Group, LLC |
2025 Q3
|
215
|
$845M
|
| 17 Oct 2025, 14:58:01 |
13F-HR |
Carderock Capital Management Inc |
2025 Q3
|
72
|
$411M
|
| 17 Oct 2025, 14:57:51 |
13F-HR |
SS&H Financial Advisors, Inc. |
2025 Q3
|
125
|
$329M
|
| 17 Oct 2025, 14:57:43 |
13F-HR |
WorthPointe, LLC |
2025 Q3
|
105
|
$267M
|
| 17 Oct 2025, 14:57:25 |
13F-HR |
Norris Perne & French Llp/Mi |
2025 Q3
|
164
|
$1.44B
|
| 17 Oct 2025, 14:54:07 |
13F-HR |
Ullmann Wealth Partners Group, LLC |
2025 Q3
|
150
|
$915M
|
| 17 Oct 2025, 14:52:36 |
13F-HR |
FLC Capital Advisors |
2025 Q3
|
211
|
$516M
|
| 17 Oct 2025, 14:48:56 |
13F-HR |
FFG Partners, LLC |
2025 Q3
|
36
|
$369M
|
| 17 Oct 2025, 14:48:05 |
13F-HR |
Private Wealth Management Group, LLC |
2025 Q3
|
1480
|
$363M
|
| 17 Oct 2025, 14:46:20 |
13F-HR |
Ethic Inc. |
2025 Q3
|
1192
|
$6.08B
|
| 17 Oct 2025, 14:43:08 |
13F-HR |
Encompass More Asset Management |
2025 Q3
|
235
|
$520M
|
| 17 Oct 2025, 14:39:59 |
13F-HR |
Slocum, Gordon & Co LLP |
2025 Q3
|
56
|
$125M
|
| 17 Oct 2025, 14:37:04 |
13F-HR |
Zazove Associates Llc |
2025 Q3
|
144
|
$1.1B
|
| 17 Oct 2025, 14:32:02 |
13F-HR |
Srh Advisors, Llc |
2025 Q3
|
277
|
$343M
|
| 17 Oct 2025, 14:31:42 |
13F-HR |
Mattson Financial Services, LLC |
2025 Q3
|
186
|
$418M
|
| 17 Oct 2025, 14:31:34 |
13F-HR |
Towneley Capital Management, Inc / DE |
2025 Q3
|
38
|
$460M
|
| 17 Oct 2025, 14:31:30 |
13F-HR |
Dumont & Blake Investment Advisors Llc |
2025 Q3
|
205
|
$412M
|
| 17 Oct 2025, 14:28:43 |
13F-HR |
Fruth Investment Management |
2025 Q3
|
215
|
$369M
|
| 17 Oct 2025, 14:27:48 |
13F-HR |
Three Seasons Wealth, LLC |
2025 Q3
|
172
|
$1.01B
|
| 17 Oct 2025, 14:19:47 |
13F-HR |
Westend Capital Management, LLC |
2025 Q3
|
253
|
$343M
|
| 17 Oct 2025, 14:09:32 |
13F-HR |
Burr Financial Services, Llc |
2025 Q3
|
28
|
$135M
|
| 17 Oct 2025, 14:08:57 |
13F-HR |
Optivise Advisory Services LLC |
2025 Q3
|
197
|
$168M
|
| 17 Oct 2025, 14:07:13 |
13F-HR |
Live Oak Private Wealth LLC |
2025 Q3
|
194
|
$718M
|
| 17 Oct 2025, 14:06:19 |
13F-HR |
5T Wealth, LLC |
2025 Q3
|
114
|
$229M
|
| 17 Oct 2025, 14:04:20 |
13F-HR |
Kw Wealth Management Llc |
2025 Q3
|
78
|
$58.7M
|
| 17 Oct 2025, 14:01:51 |
13F-HR |
Warren Street Wealth Advisors, LLC |
2025 Q3
|
146
|
$333M
|
| 17 Oct 2025, 14:00:44 |
13F-HR |
Schulz Wealth, LTD. |
2025 Q3
|
64
|
$151M
|
| 17 Oct 2025, 13:59:08 |
13F-HR |
Financial Partners Group, Inc |
2025 Q3
|
220
|
$803M
|
| 17 Oct 2025, 13:56:30 |
13F-HR |
VAUGHAN & Co SECURITIES, INC. |
2025 Q3
|
57
|
$188M
|
| 17 Oct 2025, 13:54:11 |
13F-HR |
Aquire Wealth Advisors, LLC |
2025 Q3
|
49
|
$406M
|
| 17 Oct 2025, 13:53:40 |
13F-HR |
Traveka Wealth, LLC |
2025 Q3
|
174
|
$224M
|
| 17 Oct 2025, 13:45:46 |
13F-HR |
Chesapeake Asset Management Llc |
2025 Q3
|
292
|
$113M
|
| 17 Oct 2025, 13:39:56 |
13F-HR |
Trademark Financial Management, LLC |
2025 Q3
|
94
|
$172M
|
| 17 Oct 2025, 13:35:54 |
13F-HR |
Institute for Wealth Management, LLC. |
2025 Q3
|
557
|
$960M
|
| 17 Oct 2025, 13:34:47 |
13F-HR |
Kavar Capital Partners Group, Llc |
2025 Q3
|
187
|
$750M
|
| 17 Oct 2025, 13:32:27 |
13F-HR |
Legacy Advisory Services, LLC |
2024 Q4
|
51
|
$117M
|
| 17 Oct 2025, 13:30:09 |
13F-HR |
Legacy Advisory Services, LLC |
2024 Q3
|
49
|
$116M
|
| 17 Oct 2025, 13:29:24 |
13F-HR |
Harbor Asset Planning, Inc. |
2025 Q3
|
409
|
$112M
|
| 17 Oct 2025, 13:28:03 |
13F-HR |
Legacy Advisory Services, LLC |
2024 Q2
|
49
|
$116M
|
| 17 Oct 2025, 13:26:39 |
13F-HR |
Archford Capital Strategies, LLC |
2025 Q3
|
324
|
$840M
|
| 17 Oct 2025, 13:24:59 |
13F-HR |
Marathon Asset Management Ltd |
2025 Q3
|
78
|
$2.72B
|
| 17 Oct 2025, 13:24:38 |
13F-HR |
Legacy Advisory Services, LLC |
2024 Q1
|
47
|
$106M
|
| 17 Oct 2025, 13:22:36 |
13F-HR |
Coastwise Capital Group, LLC |
2025 Q3
|
131
|
$142M
|
| 17 Oct 2025, 13:21:13 |
13F-HR |
Legacy Advisory Services, LLC |
2023 Q4
|
46
|
$94.8M
|