| O'Connor Financial Group LLC |
2024 Q3
|
10/8/2024, 02:07 PM |
55
|
$190M
|
| Evensky & Katz LLC |
2024 Q3
|
10/8/2024, 02:00 PM |
84
|
$1.54B
|
| Reliant Investment Management, LLC |
2024 Q3
|
10/8/2024, 01:57 PM |
57
|
$213M
|
| CITY HOLDING CO |
2024 Q3
|
10/8/2024, 01:37 PM |
462
|
$720M
|
| O'Keefe Stevens Advisory, Inc. |
2024 Q3
|
10/8/2024, 01:35 PM |
72
|
$331M
|
| Snow Phipps Group, LLC |
2024 Q3
|
10/8/2024, 01:31 PM |
2
|
$285M
|
| SL ADVISORS, LLC |
2024 Q3
|
10/8/2024, 01:24 PM |
47
|
$55.6M
|
| Brookstone Capital Management |
2024 Q3
|
10/8/2024, 01:18 PM |
1002
|
$6.78B
|
| Olistico Wealth, LLC |
2024 Q3
|
10/8/2024, 01:13 PM |
311
|
$164M
|
| Trust Co of Kansas |
2024 Q3
|
10/8/2024, 01:10 PM |
61
|
$206M
|
| Leibman Financial Services, Inc. |
2024 Q3
|
10/8/2024, 01:03 PM |
57
|
$141M
|
| Northwest Capital Management Inc |
2024 Q3
|
10/8/2024, 12:59 PM |
457
|
$282M
|
| Samson Rock Capital LLP |
2024 Q3
|
10/8/2024, 12:56 PM |
8
|
$98.5M
|
| Boyce & Associates Wealth Consulting, Inc. |
2024 Q3
|
10/8/2024, 12:54 PM |
71
|
$96.2M
|
| Ironwood Wealth Management, LLC. |
2024 Q3
|
10/8/2024, 12:46 PM |
44
|
$332M
|
| Talbot Financial, LLC |
2024 Q3
|
10/8/2024, 12:45 PM |
61
|
$821M
|
| CAPE ANN SAVINGS BANK |
2024 Q3
|
10/8/2024, 12:38 PM |
89
|
$172M
|
| Horizons Wealth Management |
2024 Q3
|
10/8/2024, 12:23 PM |
172
|
$129M
|
| Sage Capital Advisors,llc |
2024 Q3
|
10/8/2024, 12:19 PM |
138
|
$383M
|
| Marquette Asset Management, LLC |
2024 Q3
|
10/8/2024, 12:14 PM |
230
|
$631M
|
| Gratus Wealth Advisors, LLC |
2024 Q3
|
10/8/2024, 12:09 PM |
133
|
$612M
|
| Syntrinsic LLC |
2024 Q3
|
10/8/2024, 11:59 AM |
75
|
$301M
|
| ADIRONDACK TRUST CO |
2024 Q3
|
10/8/2024, 11:55 AM |
489
|
$260M
|
| Sanibel Captiva Trust Company, Inc. |
2024 Q3
|
10/8/2024, 11:53 AM |
377
|
$3.12B
|
| Wedmont Private Capital |
2024 Q3
|
10/8/2024, 11:50 AM |
668
|
$1.75B
|
| Marcum Wealth, LLC |
2024 Q3
|
10/8/2024, 11:48 AM |
415
|
$1.08B
|
| PAYDEN & RYGEL |
2024 Q1
|
10/8/2024, 11:48 AM |
132
|
$1.47B
|
| Wealth Group Ltd |
2024 Q3
|
10/8/2024, 11:23 AM |
65
|
$344M
|
| Clarus Wealth Advisors |
2024 Q3
|
10/8/2024, 11:23 AM |
134
|
$196M
|
| TL Private Wealth |
2024 Q3
|
10/8/2024, 11:22 AM |
44
|
$223M
|
| USA FINANCIAL FORMULAS |
2024 Q3
|
10/8/2024, 11:20 AM |
256
|
$643M
|
| Somerset Trust Co |
2024 Q3
|
10/8/2024, 11:17 AM |
155
|
$267M
|
| Bruce G. Allen Investments, LLC |
2024 Q3
|
10/8/2024, 11:17 AM |
1115
|
$129M
|
| High Note Wealth, LLC |
2024 Q3
|
10/8/2024, 11:13 AM |
101
|
$350M
|
| Patten Group, Inc. |
2024 Q3
|
10/8/2024, 11:11 AM |
243
|
$450M
|
| Enterprise Bank & Trust Co |
2024 Q3
|
10/8/2024, 11:08 AM |
129
|
$310M
|
| Traveka Wealth, LLC |
2024 Q3
|
10/8/2024, 10:56 AM |
132
|
$197M
|
| Dakota Community Bank & Trust NA |
2024 Q3
|
10/8/2024, 10:34 AM |
103
|
$19.9M
|
| LBMC INVESTMENT ADVISORS, LLC |
2024 Q3
|
10/8/2024, 10:32 AM |
194
|
$1.27B
|
| Park Place Capital Corp |
2024 Q3
|
10/8/2024, 10:30 AM |
856
|
$348M
|
| TEALWOOD ASSET MANAGEMENT INC |
2024 Q3
|
10/8/2024, 10:27 AM |
129
|
$228M
|
| Atomi Financial Group, Inc. |
2024 Q3
|
10/8/2024, 10:12 AM |
908
|
$1.6B
|
| COUNTRY TRUST BANK |
2024 Q3
|
10/8/2024, 09:46 AM |
376
|
$4.09B
|
| Stordahl Capital Management, Inc. |
2024 Q3
|
10/8/2024, 09:43 AM |
51
|
$420M
|
| FCF Advisors LLC |
2024 Q3
|
10/8/2024, 09:41 AM |
145
|
$431M
|
| Sugarloaf Wealth Management, LLC |
2024 Q3
|
10/8/2024, 09:31 AM |
673
|
$528M
|
| Mattson Financial Services, LLC |
2024 Q3
|
10/8/2024, 09:09 AM |
269
|
$262M
|
| Artemis Investment Management LLP |
2024 Q3
|
10/8/2024, 08:20 AM |
195
|
$6.55B
|
| Towneley Capital Management, Inc / DE |
2024 Q3
|
10/8/2024, 08:10 AM |
39
|
$442M
|
| Neumann Advisory Hong Kong Ltd |
2024 Q3
|
10/7/2024, 09:28 PM |
12
|
$247M
|
| Eastover Investment Advisors LLC |
2024 Q3
|
10/7/2024, 07:08 PM |
46
|
$214M
|
| Kesler, Norman & Wride, LLC |
2024 Q3
|
10/7/2024, 06:51 PM |
223
|
$509M
|
| Callan Family Office, LLC |
2024 Q3
|
10/7/2024, 06:50 PM |
189
|
$595M
|
| Cardinal Point Capital Management ULC |
2024 Q3
|
10/7/2024, 06:52 PM |
83
|
$600M
|
| Skyline Advisors, Inc. |
2024 Q3
|
10/7/2024, 06:52 PM |
92
|
$243M
|
| Exeter Financial, LLC |
2024 Q3
|
10/7/2024, 06:32 PM |
93
|
$226M
|
| Smartleaf Asset Management LLC |
2024 Q2 - Restatement
|
10/7/2024, 05:52 PM |
2737
|
$609M
|
| Hurlow Wealth Management Group, Inc. |
2024 Q3
|
10/7/2024, 05:29 PM |
118
|
$321M
|
| IMZ Advisory Inc |
2024 Q3
|
10/7/2024, 05:29 PM |
37
|
$216M
|
| CYPRESS FINANCIAL PLANNING LLC |
2024 Q3
|
10/7/2024, 05:28 PM |
76
|
$270M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2024 Q3
|
10/7/2024, 05:28 PM |
84
|
$169M
|
| Stokes Capital Advisors, LLC |
2024 Q3
|
10/7/2024, 05:28 PM |
75
|
$390M
|
| PAYDEN & RYGEL |
2024 Q2
|
10/7/2024, 05:27 PM |
122
|
$1.24B
|
| RPOA Advisors, Inc. |
2024 Q3
|
10/7/2024, 05:26 PM |
8
|
$3.76B
|
| Divergent Planning, LLC |
2024 Q3
|
10/7/2024, 05:25 PM |
29
|
$268M
|
| Sterling Group Wealth Management, LLC |
2024 Q3
|
10/7/2024, 05:25 PM |
63
|
$189M
|
| Cohen Investment Advisors LLC |
2024 Q3
|
10/7/2024, 05:24 PM |
77
|
$164M
|
| Richard P Slaughter Associates Inc |
2024 Q3
|
10/7/2024, 05:24 PM |
146
|
$431M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2024 Q3
|
10/7/2024, 05:24 PM |
60
|
$113M
|
| Foster Group, Inc. |
2024 Q3
|
10/7/2024, 05:23 PM |
203
|
$2.68B
|
| Oak Asset Management, LLC |
2024 Q3
|
10/7/2024, 05:23 PM |
106
|
$282M
|
| Salvus Wealth Management, LLC |
2024 Q3
|
10/7/2024, 05:23 PM |
115
|
$163M
|
| Prosperity Planning, Inc. |
2024 Q3
|
10/7/2024, 05:22 PM |
104
|
$316M
|
| SignalPoint Asset Management, LLC |
2024 Q3
|
10/7/2024, 05:20 PM |
268
|
$428M
|
| MYECFO, LLC |
2024 Q3
|
10/7/2024, 05:17 PM |
57
|
$185M
|
| Hoffman, Alan N Investment Management |
2024 Q3
|
10/7/2024, 05:02 PM |
14
|
$208M
|
| Platte River Wealth Advisors, LLC |
2024 Q3
|
10/7/2024, 04:46 PM |
92
|
$373M
|
| RK Asset Management, LLC |
2024 Q3
|
10/7/2024, 04:46 PM |
23
|
$130M
|
| Smartleaf Asset Management LLC |
2024 Q1 - Restatement
|
10/7/2024, 04:41 PM |
1852
|
$517M
|
| PAYDEN & RYGEL |
2023 Q3
|
10/7/2024, 04:37 PM |
133
|
$1.27B
|
| Schoolcraft Capital LLC |
2024 Q3
|
10/7/2024, 04:34 PM |
68
|
$493M
|
| Lakewood Asset Management LLC |
2024 Q3
|
10/7/2024, 04:21 PM |
119
|
$146M
|
| Founders Capital Management |
2024 Q3
|
10/7/2024, 04:17 PM |
376
|
$164M
|
| McLean Asset Management Corp |
2024 Q3
|
10/7/2024, 04:16 PM |
165
|
$331M
|
| Shotwell Rutter Baer Inc |
2024 Q3
|
10/7/2024, 04:10 PM |
34
|
$122M
|
| KWMG, LLC |
2024 Q3
|
10/7/2024, 04:07 PM |
136
|
$994M
|
| LORD, ABBETT & CO. LLC |
2024 Q2 - New Holdings
|
10/7/2024, 04:06 PM |
516
|
$30.6B
|
| LORD, ABBETT & CO. LLC |
2024 Q1 - New Holdings
|
10/7/2024, 04:05 PM |
536
|
$31B
|
| LORD, ABBETT & CO. LLC |
2023 Q4 - New Holdings
|
10/7/2024, 04:04 PM |
510
|
$28.5B
|
| LORD, ABBETT & CO. LLC |
2023 Q3 - New Holdings
|
10/7/2024, 04:02 PM |
527
|
$26.9B
|
| LORD, ABBETT & CO. LLC |
2023 Q2 - New Holdings
|
10/7/2024, 04:01 PM |
534
|
$29B
|
| LORD, ABBETT & CO. LLC |
2023 Q1 - New Holdings
|
10/7/2024, 04:00 PM |
537
|
$27.7B
|
| LORD, ABBETT & CO. LLC |
2022 Q4 - New Holdings
|
10/7/2024, 03:59 PM |
572
|
$28B
|
| Prentice Wealth Management LLC |
2024 Q3
|
10/7/2024, 03:54 PM |
108
|
$337M
|
| MATHER GROUP, LLC. |
2024 Q3
|
10/7/2024, 03:53 PM |
1700
|
$7.79B
|
| City Center Advisors, LLC |
2024 Q3
|
10/7/2024, 03:51 PM |
156
|
$90M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2024 Q3
|
10/7/2024, 03:41 PM |
22
|
$204M
|
| THREADGILL FINANCIAL, LLC |
2024 Q3
|
10/7/2024, 03:39 PM |
44
|
$168M
|
| Security National Bank |
2024 Q3
|
10/7/2024, 03:37 PM |
283
|
$736M
|
| Kure Advisory, LLC |
2024 Q3
|
10/7/2024, 03:29 PM |
41
|
$112M
|