| Global Financial Private Client, LLC |
2024 Q3
|
10/7/2024, 03:25 PM |
807
|
$257M
|
| New England Research & Management, Inc. |
2024 Q3
|
10/7/2024, 03:24 PM |
157
|
$213M
|
| EWG Elevate Inc. |
2024 Q3
|
10/7/2024, 03:22 PM |
113
|
$249M
|
| Marathon Strategic Advisors, LLC |
2024 Q3
|
10/7/2024, 03:20 PM |
37
|
$94.6M
|
| Green Alpha Advisors, LLC |
2024 Q3
|
10/7/2024, 03:13 PM |
141
|
$127M
|
| Sara-Bay Financial |
2024 Q3
|
10/7/2024, 03:12 PM |
83
|
$238M
|
| Bank of New Hampshire |
2024 Q3
|
10/7/2024, 03:10 PM |
463
|
$399M
|
| Verde Servicos Internacionais S.A. |
2024 Q3
|
10/7/2024, 02:57 PM |
32
|
$215M
|
| Greenfield Savings Bank |
2024 Q3
|
10/7/2024, 02:55 PM |
148
|
$211M
|
| Heartwood Wealth Advisors LLC |
2024 Q3
|
10/7/2024, 02:48 PM |
174
|
$903M
|
| ATWOOD & PALMER INC |
2024 Q3
|
10/7/2024, 02:46 PM |
472
|
$1.47B
|
| Fragasso Financial Advisors Inc |
2024 Q3
|
10/7/2024, 02:40 PM |
264
|
$1.3B
|
| FULTON BANK, N.A. |
2024 Q3
|
10/7/2024, 02:38 PM |
659
|
$2.62B
|
| SMI Advisory Services, LLC |
2024 Q3
|
10/7/2024, 02:31 PM |
56
|
$452M
|
| Versant Capital Management, Inc |
2024 Q3
|
10/7/2024, 02:29 PM |
2006
|
$439M
|
| Pacifica Partners Inc. |
2024 Q3
|
10/7/2024, 02:27 PM |
502
|
$242M
|
| Bath Savings Trust Co |
2024 Q3
|
10/7/2024, 02:18 PM |
172
|
$1.01B
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2024 Q3
|
10/7/2024, 02:11 PM |
83
|
$252M
|
| Financial Synergies Wealth Advisors, Inc. |
2024 Q3
|
10/7/2024, 02:00 PM |
76
|
$805M
|
| Dynamic Advisor Solutions LLC |
2024 Q3
|
10/7/2024, 01:54 PM |
925
|
$3.31B
|
| Navigation Wealth Management, Inc. |
2024 Q3
|
10/7/2024, 01:54 PM |
5
|
$92.6M
|
| TLWM |
2024 Q3
|
10/7/2024, 01:53 PM |
73
|
$493M
|
| Blue Zone Wealth Advisors, LLC |
2024 Q3
|
10/7/2024, 01:53 PM |
99
|
$321M
|
| Axiom Advisory, LLC |
2024 Q3
|
10/7/2024, 01:52 PM |
291
|
$10.7B
|
| Sherrill & Hutchins Financial Advisory, Inc |
2024 Q3
|
10/7/2024, 01:52 PM |
11
|
$116M
|
| Evanson Asset Management, LLC |
2024 Q3
|
10/7/2024, 01:51 PM |
305
|
$1.42B
|
| Alpha Cubed Investments, LLC |
2024 Q3
|
10/7/2024, 01:51 PM |
269
|
$2.25B
|
| Chesley Taft & Associates LLC |
2024 Q3
|
10/7/2024, 01:50 PM |
323
|
$2.1B
|
| Pioneer Wealth Management Group |
2024 Q3
|
10/7/2024, 01:50 PM |
42
|
$210M
|
| Williams & Novak, LLC |
2024 Q3
|
10/7/2024, 01:50 PM |
129
|
$107M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2024 Q3
|
10/7/2024, 01:49 PM |
74
|
$130M
|
| CHAPIN DAVIS, INC. |
2024 Q3
|
10/7/2024, 01:48 PM |
232
|
$309M
|
| Werlinich Asset Management, LLC |
2024 Q3
|
10/7/2024, 01:47 PM |
61
|
$172M
|
| Omega Financial Group, LLC |
2024 Q3
|
10/7/2024, 01:47 PM |
81
|
$264M
|
| Bangor Savings Bank |
2024 Q3
|
10/7/2024, 01:45 PM |
538
|
$1.06B
|
| Affinity Capital Advisors, LLC |
2024 Q3
|
10/7/2024, 01:45 PM |
151
|
$516M
|
| Ignite Planners, LLC |
2024 Q3
|
10/7/2024, 01:45 PM |
306
|
$437M
|
| KWB Wealth |
2024 Q3
|
10/7/2024, 01:44 PM |
132
|
$758M
|
| Value Partners Investments Inc. |
2024 Q3
|
10/7/2024, 01:37 PM |
90
|
$281M
|
| Strategies Wealth Advisors, LLC |
2024 Q3
|
10/7/2024, 01:28 PM |
97
|
$748M
|
| Boit C F David |
2024 Q3
|
10/7/2024, 01:15 PM |
129
|
$202M
|
| ANDERSON HOAGLAND & CO |
2024 Q3
|
10/7/2024, 12:40 PM |
132
|
$980M
|
| Advance Capital Management, Inc. |
2024 Q3
|
10/7/2024, 12:40 PM |
148
|
$2.26B
|
| MBM Wealth Consultants, LLC |
2024 Q3
|
10/7/2024, 12:37 PM |
106
|
$317M
|
| AGINCOURT CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/7/2024, 12:33 PM |
3
|
$102M
|
| White Wing Wealth Management |
2024 Q3
|
10/7/2024, 12:29 PM |
28
|
$130M
|
| Trium Capital LLP |
2024 Q3
|
10/7/2024, 12:22 PM |
60
|
$218M
|
| ETF Portfolio Partners, Inc. |
2024 Q3
|
10/7/2024, 11:48 AM |
57
|
$338M
|
| Legacy Private Trust Co. |
2024 Q3
|
10/7/2024, 11:43 AM |
233
|
$1.49B
|
| Bridge Creek Capital Management LLC |
2024 Q3
|
10/7/2024, 11:41 AM |
103
|
$332M
|
| Clean Yield Group |
2024 Q3
|
10/7/2024, 11:33 AM |
469
|
$315M
|
| Marion Wealth Management |
2024 Q3
|
10/7/2024, 11:32 AM |
126
|
$375M
|
| Snowhook Capital Management LP |
2024 Q3
|
10/7/2024, 11:23 AM |
0
|
$0
|
| ALM First Financial Advisors, LLC |
2024 Q3
|
10/7/2024, 11:20 AM |
23
|
$400M
|
| Fairfield Financial Advisors, LTD |
2022 Q4
|
10/7/2024, 11:18 AM |
312
|
$218M
|
| Insight Wealth Strategies, LLC |
2024 Q3
|
10/7/2024, 11:15 AM |
159
|
$759M
|
| Fairfield Financial Advisors, LTD |
2022 Q3
|
10/7/2024, 11:13 AM |
324
|
$211M
|
| Bricktown Capital, LLC |
2024 Q3
|
10/7/2024, 10:53 AM |
28
|
$537M
|
| GoalFusion Wealth Management, LLC |
2024 Q3
|
10/7/2024, 10:47 AM |
29
|
$181M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2024 Q3
|
10/7/2024, 10:38 AM |
15
|
$168M
|
| New Capital Management LP |
2024 Q3
|
10/7/2024, 10:36 AM |
52
|
$354M
|
| Meditor Group Ltd |
2024 Q3
|
10/7/2024, 10:29 AM |
4
|
$48.1M
|
| Brewster Financial Planning LLC |
2024 Q3
|
10/7/2024, 10:16 AM |
20
|
$129M
|
| Fairfield Financial Advisors, LTD |
2022 Q2
|
10/7/2024, 10:13 AM |
308
|
$216M
|
| FC Advisory LLC |
2024 Q3
|
10/7/2024, 10:12 AM |
102
|
$297M
|
| WealthBridge Capital Management, LLC |
2024 Q3
|
10/7/2024, 10:04 AM |
209
|
$348M
|
| HERBST GROUP, LLC |
2024 Q3
|
10/7/2024, 10:03 AM |
58
|
$161M
|
| Melone Private Wealth, LLC |
2024 Q3
|
10/7/2024, 10:01 AM |
49
|
$188M
|
| LPWM LLC |
2024 Q3
|
10/7/2024, 09:59 AM |
77
|
$305M
|
| LifeGuide Financial Advisors, LLC |
2024 Q3
|
10/7/2024, 09:56 AM |
41
|
$234M
|
| Inland Investment Advisors, LLC |
2024 Q3
|
10/7/2024, 09:56 AM |
0
|
$0
|
| Lakeridge Wealth Management LLC |
2024 Q3
|
10/7/2024, 09:54 AM |
153
|
$182M
|
| EVERPAR ADVISORS LLC |
2024 Q3
|
10/7/2024, 09:52 AM |
259
|
$193M
|
| Diversified Trust Co |
2024 Q3
|
10/7/2024, 09:44 AM |
909
|
$3.97B
|
| EHRLICH FINANCIAL GROUP |
2024 Q3
|
10/7/2024, 09:44 AM |
108
|
$140M
|
| Davis Investment Partners, LLC |
2024 Q3
|
10/7/2024, 09:40 AM |
118
|
$239M
|
| Fairfield Financial Advisors, LTD |
2022 Q1
|
10/7/2024, 09:38 AM |
311
|
$277M
|
| CORA CAPITAL ADVISORS LLC |
2024 Q3
|
10/7/2024, 09:37 AM |
102
|
$203M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2024 Q3
|
10/7/2024, 09:34 AM |
307
|
$891M
|
| Robocap Asset Management Ltd |
2024 Q3
|
10/7/2024, 09:29 AM |
25
|
$135M
|
| Smith Anglin Financial, LLC |
2024 Q3
|
10/7/2024, 09:28 AM |
208
|
$1.04B
|
| Boston Standard Wealth Management, LLC |
2024 Q3
|
10/7/2024, 08:56 AM |
47
|
$514M
|
| YARGER WEALTH STRATEGIES, LLC |
2024 Q3
|
10/7/2024, 08:25 AM |
95
|
$181M
|
| Sandbox Financial Partners, LLC |
2024 Q3
|
10/7/2024, 08:22 AM |
108
|
$283M
|
| Parisi Gray Wealth Management |
2024 Q3
|
10/7/2024, 08:20 AM |
109
|
$303M
|
| MKT Advisors LLC |
2024 Q3
|
10/7/2024, 08:18 AM |
155
|
$213M
|
| Miracle Mile Advisors, LLC |
2024 Q3
|
10/7/2024, 08:16 AM |
528
|
$4.32B
|
| IAM Advisory, LLC |
2024 Q3
|
10/7/2024, 08:14 AM |
102
|
$396M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2024 Q3
|
10/7/2024, 08:12 AM |
155
|
$597M
|
| CONSILIO WEALTH ADVISORS, LLC |
2024 Q3
|
10/7/2024, 08:10 AM |
73
|
$242M
|
| Choice Wealth Advisors, LLC |
2024 Q3
|
10/7/2024, 08:08 AM |
30
|
$200M
|
| Chemistry Wealth Management LLC |
2024 Q3
|
10/7/2024, 08:05 AM |
180
|
$418M
|
| Czech National Bank |
2024 Q3 - Restatement
|
10/7/2024, 07:45 AM |
504
|
$9.92B
|
| Magma Venture Partners General Partner Ltd. |
2024 Q2
|
10/7/2024, 06:59 AM |
3
|
$96.1M
|
| Magma Venture Partners General Partner Ltd. |
2024 Q1
|
10/7/2024, 06:21 AM |
3
|
$73.9M
|
| Temasek Holdings (Private) Ltd |
2024 Q2 - New Holdings
|
10/7/2024, 06:14 AM |
1
|
$1.1M
|
| Temasek Holdings (Private) Ltd |
2024 Q1 - New Holdings
|
10/7/2024, 06:11 AM |
1
|
$1.57M
|
| Hao Advisors Management Ltd |
2024 Q3
|
10/7/2024, 06:05 AM |
0
|
$0
|
| FACTORIAL MANAGEMENT Ltd |
2024 Q3
|
10/7/2024, 06:05 AM |
0
|
$0
|
| GAMMA Investing LLC |
2024 Q3
|
10/4/2024, 07:50 PM |
3575
|
$1.01B
|