| 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
|
| 17 Oct 2025, 13:20:59 |
13F-HR |
Afg Fiduciary Services Limited Partnership |
2025 Q3
|
90
|
$140M
|
| 17 Oct 2025, 13:20:36 |
13F-HR |
Melone Private Wealth, LLC |
2025 Q3
|
56
|
$221M
|
| 17 Oct 2025, 13:20:13 |
13F-HR |
Regatta Capital Group, Llc |
2025 Q3
|
214
|
$633M
|
| 17 Oct 2025, 13:19:46 |
13F-HR |
Panoramic Capital Partners, LLC |
2025 Q3
|
59
|
$156M
|
| 17 Oct 2025, 13:05:03 |
13F-HR |
Arcadia Investment Advisors Llc |
2025 Q3
|
82
|
$206M
|
| 17 Oct 2025, 13:04:56 |
13F-HR |
Addis & Hill, Inc |
2025 Q3
|
27
|
$164M
|
| 17 Oct 2025, 12:59:44 |
13F-HR |
FSC Wealth Advisors, LLC |
2025 Q3
|
74
|
$173M
|
| 17 Oct 2025, 12:54:59 |
13F-HR |
Tealwood Asset Management Inc |
2025 Q3
|
134
|
$247M
|
| 17 Oct 2025, 12:52:05 |
13F-HR |
Clune & Associates, Ltd. |
2025 Q3
|
159
|
$400M
|
| 17 Oct 2025, 12:42:53 |
13F-HR |
Stonebridge Wealth Management, LLC |
2025 Q3
|
36
|
$117M
|
| 17 Oct 2025, 12:36:59 |
13F-HR |
Westhampton Capital, LLC |
2025 Q3
|
120
|
$205M
|
| 17 Oct 2025, 12:28:44 |
13F-HR |
MPS Loria Financial Planners, LLC |
2025 Q3
|
83
|
$376M
|
| 17 Oct 2025, 12:24:12 |
13F-HR |
VERITY Wealth Advisors |
2025 Q3
|
78
|
$158M
|
| 17 Oct 2025, 12:21:13 |
13F-HR |
Permanent Capital Management, LP |
2025 Q3
|
151
|
$535M
|
| 17 Oct 2025, 12:20:57 |
13F-HR |
Sard Wealth Management Group, Llc |
2025 Q3
|
54
|
$175M
|
| 17 Oct 2025, 12:20:39 |
13F-HR |
Everpar Advisors Llc |
2025 Q3
|
276
|
$253M
|
| 17 Oct 2025, 12:20:22 |
13F-HR |
Henrickson Nauta Wealth Advisors, Inc. |
2025 Q3
|
94
|
$316M
|
| 17 Oct 2025, 12:20:05 |
13F-HR |
Total Wealth Planning, LLC |
2025 Q3
|
109
|
$864M
|
| 17 Oct 2025, 12:02:18 |
13F-HR |
Maryland Capital Advisors Inc. |
2025 Q3
|
254
|
$279M
|
| 17 Oct 2025, 12:00:02 |
13F-HR |
PineStone Asset Management Inc. |
2025 Q3
|
43
|
$16.1B
|
| 17 Oct 2025, 11:57:22 |
13F-HR |
Indiana Trust & Investment Management Co |
2025 Q3
|
460
|
$329M
|
| 17 Oct 2025, 11:49:29 |
13F-HR |
Fire Capital Management LLC |
2025 Q3
|
98
|
$174M
|
| 17 Oct 2025, 11:47:20 |
13F-HR |
Valley National Advisers Inc |
2025 Q3
|
841
|
$646M
|
| 17 Oct 2025, 11:47:16 |
13F-HR |
Worth Asset Management, LLC |
2025 Q3
|
172
|
$222M
|
| 17 Oct 2025, 11:38:15 |
13F-HR |
J. L. Bainbridge & Co., Inc. |
2025 Q3
|
103
|
$1.18B
|
| 17 Oct 2025, 11:34:54 |
13F-HR |
Enzi Wealth |
2025 Q3
|
69
|
$284M
|
| 17 Oct 2025, 11:28:05 |
13F-HR |
Sunburst Financial Group, LLC |
2025 Q3
|
119
|
$475M
|
| 17 Oct 2025, 11:13:20 |
13F-HR |
Kaydan Wealth Management, Inc. |
2025 Q3
|
113
|
$350M
|
| 17 Oct 2025, 11:11:56 |
13F-HR |
White Oak Capital Partners Pte. Ltd. |
2025 Q3
|
16
|
$49.3M
|
| 17 Oct 2025, 11:07:01 |
13F-HR |
Cahaba Wealth Management, Inc. |
2025 Q3
|
157
|
$1.38B
|
| 17 Oct 2025, 11:00:35 |
13F-HR |
Medicxi Ventures Management (Jersey) Ltd |
2025 Q3
|
5
|
$744M
|
| 17 Oct 2025, 10:51:28 |
13F-HR |
Perigon Wealth Management, LLC |
2025 Q3
|
1204
|
$4.9B
|
| 17 Oct 2025, 10:51:06 |
13F-HR |
Parisi Gray Wealth Management |
2025 Q3
|
124
|
$384M
|
| 17 Oct 2025, 10:51:00 |
13F-HR |
Client 1 St Advisory Group, Llc |
2025 Q3
|
134
|
$301M
|
| 17 Oct 2025, 10:50:46 |
13F-HR |
Peddock Capital Advisors, Llc |
2025 Q3
|
160
|
$464M
|
| 17 Oct 2025, 10:50:16 |
13F-HR |
Paradiem, LLC |
2025 Q3
|
68
|
$429M
|
| 17 Oct 2025, 10:49:59 |
13F-HR |
Sandbox Financial Partners, LLC |
2025 Q3
|
128
|
$349M
|
| 17 Oct 2025, 10:49:57 |
13F-HR |
Montgomery Investment Management Inc |
2025 Q3
|
97
|
$284M
|
| 17 Oct 2025, 10:49:54 |
13F-HR |
Sowell Financial Services LLC |
2025 Q3
|
1068
|
$2.61B
|
| 17 Oct 2025, 10:49:22 |
13F-HR |
Great Oak Capital Partners, Llc |
2025 Q3
|
44
|
$381M
|
| 17 Oct 2025, 10:49:02 |
13F-HR |
Ehrlich Financial Group |
2025 Q3
|
110
|
$168M
|
| 17 Oct 2025, 10:48:33 |
13F-HR |
Sapient Capital Llc |
2025 Q3
|
388
|
$6.5B
|
| 17 Oct 2025, 10:48:18 |
13F-HR |
Thompson Investment Management, Inc. |
2025 Q3
|
516
|
$750M
|
| 17 Oct 2025, 10:47:47 |
13F-HR |
Lakeridge Wealth Management LLC |
2025 Q3
|
153
|
$225M
|
| 17 Oct 2025, 10:47:16 |
13F-HR |
Sovereign Financial Group, Inc. |
2025 Q3
|
327
|
$534M
|
| 17 Oct 2025, 10:46:40 |
13F-HR |
MKT Advisors LLC |
2025 Q3
|
167
|
$269M
|
| 17 Oct 2025, 10:45:50 |
13F-HR |
Mayflower Financial Advisors, LLC |
2025 Q3
|
405
|
$795M
|
| 17 Oct 2025, 10:45:29 |
13F-HR |
Eagle Bay Advisors LLC |
2025 Q3
|
109
|
$127M
|
| 17 Oct 2025, 10:42:12 |
13F-HR |
BankPlus Trust Department |
2025 Q3
|
451
|
$374M
|
| 17 Oct 2025, 10:31:22 |
13F-HR |
Deprince Race & Zollo Inc |
2025 Q3
|
183
|
$4.98B
|
| 17 Oct 2025, 10:30:52 |
13F-HR |
FSM Wealth Advisors, LLC |
2025 Q3
|
320
|
$707M
|
| 17 Oct 2025, 10:18:01 |
13F-HR |
Apella Capital, LLC |
2025 Q3
|
473
|
$4.49B
|
| 17 Oct 2025, 10:15:55 |
13F-HR |
JCSD Capital, LLC |
2025 Q3
|
17
|
$56.3M
|
| 17 Oct 2025, 10:09:34 |
13F-HR/A |
JCSD Capital, LLC |
2025 Q2 - Restatement
|
16
|
$51.4M
|
| 17 Oct 2025, 10:09:20 |
13F-HR |
Persium Advisors, LLC |
2025 Q3
|
63
|
$133M
|
| 17 Oct 2025, 10:05:20 |
13F-HR |
Shaker Investments Llc/Oh |
2025 Q3
|
97
|
$250M
|
| 17 Oct 2025, 09:45:24 |
13F-HR |
NovaPoint Capital, LLC |
2025 Q3
|
145
|
$409M
|
| 17 Oct 2025, 09:43:28 |
13F-HR |
Alterna Wealth Management, Inc |
2025 Q3
|
97
|
$121M
|
| 17 Oct 2025, 09:40:40 |
13F-HR |
Founders Grove Wealth Partners, Llc |
2025 Q3
|
138
|
$426M
|
| 17 Oct 2025, 09:36:24 |
13F-HR |
Valicenti Advisory Services Inc |
2025 Q3
|
77
|
$466M
|
| 17 Oct 2025, 09:35:53 |
13F-HR |
Bard Financial Services, Inc. |
2025 Q3
|
209
|
$911M
|
| 17 Oct 2025, 09:27:40 |
13F-HR |
Valley Forge Investment Consultants Inc Adv |
2025 Q3
|
84
|
$342M
|
| 17 Oct 2025, 09:25:39 |
13F-HR |
Banque de Luxembourg S.A. |
2025 Q3
|
80
|
$193M
|
| 17 Oct 2025, 08:25:55 |
13F-HR |
Bedrijfstakpensioenfonds Voor De Media Pno |
2025 Q3
|
39
|
$759M
|
| 17 Oct 2025, 07:20:40 |
13F-HR |
Bellecapital International Ltd. |
2025 Q3
|
133
|
$619M
|
| 17 Oct 2025, 07:06:05 |
13F-HR |
Manitou Investment Management Ltd. |
2025 Q3
|
57
|
$573M
|
| 17 Oct 2025, 06:32:51 |
13F-HR |
TRB Advisors LP |
2025 Q3
|
11
|
$478M
|
| 17 Oct 2025, 06:31:00 |
13F-HR |
TB Alternative Assets Ltd. |
2025 Q3
|
48
|
$668M
|
| 17 Oct 2025, 06:10:06 |
13F-HR |
E. Ohman J:or Asset Management AB |
2025 Q3
|
398
|
$4.24B
|
| 17 Oct 2025, 06:08:44 |
13F-HR |
Capricorn Fund Managers Ltd |
2025 Q3
|
59
|
$298M
|
| 16 Oct 2025, 20:46:22 |
13F-HR |
Smallwood Wealth Investment Management, LLC |
2025 Q3
|
520
|
$195M
|
| 16 Oct 2025, 20:04:42 |
13F-HR |
Matthews International Capital Management Llc |
2025 Q3
|
40
|
$429M
|
| 16 Oct 2025, 19:23:59 |
13F-HR |
Apollon Financial, LLC |
2025 Q3
|
223
|
$601M
|
| 16 Oct 2025, 19:20:04 |
13F-HR |
Apollon Wealth Management, LLC |
2025 Q3
|
1317
|
$5.62B
|
| 16 Oct 2025, 19:02:33 |
13F-HR |
R.H. Dinel Investment Counsel, Inc. |
2025 Q3
|
42
|
$155M
|
| 16 Oct 2025, 18:22:30 |
13F-HR |
Cadinha & Co Llc |
2025 Q3
|
103
|
$736M
|
| 16 Oct 2025, 17:57:02 |
13F-HR |
Shulman DeMeo Asset Management LLC |
2025 Q3
|
120
|
$435M
|
| 16 Oct 2025, 17:20:49 |
13F-HR |
Bill Few Associates, Inc. |
2025 Q3
|
201
|
$388M
|
| 16 Oct 2025, 17:18:59 |
13F-HR |
Lockerman Financial Group, Inc. |
2025 Q3
|
118
|
$79.3M
|
| 16 Oct 2025, 17:18:34 |
13F-HR |
Willner & Heller, Llc |
2025 Q3
|
160
|
$130M
|
| 16 Oct 2025, 17:17:55 |
13F-HR |
Carnegie Investment Counsel |
2025 Q3
|
551
|
$5.31B
|
| 16 Oct 2025, 17:17:13 |
13F-HR |
Ami Investment Management Inc |
2025 Q3
|
71
|
$431M
|
| 16 Oct 2025, 17:16:36 |
13F-HR |
Vestment Financial LLC |
2025 Q3
|
40
|
$175M
|
| 16 Oct 2025, 17:15:48 |
13F-HR |
Lincoln Capital Corp |
2025 Q3
|
90
|
$278M
|