| 16 Oct 2025, 10:17:05 |
13F-HR |
Axos Invest Inc. |
2025 Q3
|
22
|
$134M
|
| 16 Oct 2025, 10:01:52 |
13F-HR |
DecisionMap Wealth Management, LLC |
2025 Q3
|
129
|
$156M
|
| 16 Oct 2025, 09:59:15 |
13F-HR |
Mirabaud & Cie SA |
2025 Q3
|
56
|
$315M
|
| 16 Oct 2025, 09:51:32 |
13F-HR |
25 Llc |
2025 Q3
|
67
|
$294M
|
| 16 Oct 2025, 09:46:38 |
13F-HR |
Polianta Ltd |
2025 Q3
|
73
|
$243M
|
| 16 Oct 2025, 09:39:28 |
13F-HR |
Syntegra Private Wealth Group, LLC |
2025 Q3
|
189
|
$1.06B
|
| 16 Oct 2025, 09:36:39 |
13F-HR |
Invst, LLC |
2025 Q2
|
297
|
$803M
|
| 16 Oct 2025, 09:33:12 |
13F-HR |
Precision Wealth Strategies, LLC |
2025 Q3
|
163
|
$308M
|
| 16 Oct 2025, 09:22:06 |
13F-HR |
Stonekeep Investments, LLC |
2025 Q3
|
65
|
$158M
|
| 16 Oct 2025, 09:21:09 |
13F-HR |
Blue Trust, Inc. |
2025 Q3
|
2568
|
$8.91B
|
| 16 Oct 2025, 09:06:29 |
13F-HR |
Sheets Smith Wealth Management |
2025 Q3
|
397
|
$884M
|
| 16 Oct 2025, 08:47:54 |
13F-HR |
Avanza Fonder AB |
2025 Q3
|
428
|
$3.86B
|
| 16 Oct 2025, 08:38:28 |
13F-HR |
QSM Asset Management Ltd |
2025 Q3
|
20
|
$140M
|
| 16 Oct 2025, 08:31:39 |
13F-HR |
Covea Finance |
2025 Q3
|
122
|
$2.87B
|
| 16 Oct 2025, 08:25:21 |
13F-HR |
Shearwater Capital LLC |
2025 Q3
|
50
|
$169M
|
| 16 Oct 2025, 08:25:15 |
13F-HR |
Collar Capital Management, LLC |
2025 Q3
|
71
|
$142M
|
| 16 Oct 2025, 07:46:17 |
13F-HR |
Trium Capital LLP |
2025 Q3
|
48
|
$255M
|
| 15 Oct 2025, 21:50:37 |
13F-HR |
James Reed Financial Services, Inc. |
2025 Q3
|
17
|
$112M
|
| 15 Oct 2025, 21:44:50 |
13F-HR |
Neumann Capital Management, LLC |
2025 Q3
|
103
|
$342M
|
| 15 Oct 2025, 21:37:11 |
13F-HR |
Kingstone Capital Partners Texas, LLC |
2025 Q3
|
55
|
$153M
|
| 15 Oct 2025, 21:30:31 |
13F-HR |
Horst & Graben Wealth Management LLC |
2025 Q3
|
179
|
$655M
|
| 15 Oct 2025, 21:24:36 |
13F-HR |
Foresight Capital Management Advisors, Inc. |
2025 Q3
|
92
|
$178M
|
| 15 Oct 2025, 21:17:14 |
13F-HR |
Define Financial, Llc |
2025 Q3
|
40
|
$167M
|
| 15 Oct 2025, 21:14:01 |
13F-HR |
Rainier Family Wealth Inc |
2025 Q3
|
71
|
$112M
|
| 15 Oct 2025, 19:54:15 |
13F-HR |
Sharper & Granite LLC |
2025 Q3
|
103
|
$279M
|
| 15 Oct 2025, 19:53:14 |
13F-HR |
Bennett Associates Wealth Management |
2025 Q3
|
47
|
$138M
|
| 15 Oct 2025, 19:52:46 |
13F-HR |
Uncommon Cents Investing LLC |
2025 Q3
|
207
|
$402M
|
| 15 Oct 2025, 19:51:54 |
13F-HR |
Wallace Advisory Group, LLC |
2025 Q3
|
168
|
$124M
|
| 15 Oct 2025, 19:50:53 |
13F-HR |
Capital Advisors Wealth Management, LLC |
2025 Q3
|
215
|
$701M
|
| 15 Oct 2025, 19:50:27 |
13F-HR |
Scott Capital Advisors, LLC |
2025 Q3
|
52
|
$442M
|
| 15 Oct 2025, 19:49:38 |
13F-HR |
Johnson Bixby & Associates, LLC |
2025 Q3
|
121
|
$780M
|
| 15 Oct 2025, 19:48:46 |
13F-HR |
Quad-Cities Investment Group, LLC |
2025 Q3
|
189
|
$235M
|
| 15 Oct 2025, 19:48:15 |
13F-HR |
Virginia Wealth Management Group, Inc. |
2025 Q3
|
55
|
$174M
|
| 15 Oct 2025, 19:01:24 |
13F-HR |
Borer Denton & Associates, Inc. |
2025 Q3
|
61
|
$303M
|
| 15 Oct 2025, 19:01:24 |
13F-HR |
Cooper Investors Pty Ltd |
2025 Q3
|
40
|
$366M
|
| 15 Oct 2025, 18:46:27 |
13F-HR |
V2 Financial group LLC |
2025 Q3
|
92
|
$181M
|
| 15 Oct 2025, 18:08:00 |
13F-HR |
Raub Brock Capital Management LP |
2025 Q3
|
39
|
$465M
|
| 15 Oct 2025, 17:57:13 |
13F-HR |
Compound Global Advisors, LLC |
2025 Q3
|
18
|
$1.84M
|
| 15 Oct 2025, 17:56:42 |
13F-HR |
Pacific Asset Management, LLC |
2025 Q3
|
65
|
$147M
|
| 15 Oct 2025, 17:55:22 |
13F-HR |
Fortress Wealth Management, Inc. |
2025 Q3
|
75
|
$225M
|
| 15 Oct 2025, 17:51:42 |
13F-HR |
Whitaker-Myers Wealth Managers, LTD. |
2025 Q3
|
116
|
$459M
|
| 15 Oct 2025, 17:48:59 |
13F-HR |
Yeomans Consulting Group, Inc. |
2025 Q3
|
99
|
$290M
|
| 15 Oct 2025, 17:47:34 |
13F-HR |
BCU Wealth Advisors, LLC |
2025 Q3
|
61
|
$247M
|
| 15 Oct 2025, 17:44:55 |
13F-HR |
Vista Investment Partners Llc |
2025 Q3
|
154
|
$358M
|
| 15 Oct 2025, 17:43:18 |
13F-HR |
Park Capital Management, LLC / WI |
2025 Q3
|
74
|
$125M
|
| 15 Oct 2025, 17:41:29 |
13F-HR |
V. M. Manning & Co., Inc. |
2025 Q3
|
52
|
$110M
|
| 15 Oct 2025, 17:39:01 |
13F-HR |
VCI Wealth Management LLC |
2025 Q3
|
115
|
$330M
|
| 15 Oct 2025, 17:38:14 |
13F-HR |
Twele Capital Management, Inc. |
2025 Q3
|
39
|
$542M
|
| 15 Oct 2025, 17:37:38 |
13F-HR |
Donald L. Hagan, LLC |
2025 Q3
|
86
|
$204M
|
| 15 Oct 2025, 17:30:08 |
13F-HR |
Snow Phipps Group, LLC |
2025 Q3
|
2
|
$311M
|
| 15 Oct 2025, 17:28:07 |
13F-HR |
TrueWealth Advisors, LLC |
2025 Q3
|
222
|
$370M
|
| 15 Oct 2025, 17:23:14 |
13F-HR |
IFS Advisors, LLC |
2025 Q3
|
177
|
$171M
|
| 15 Oct 2025, 17:09:54 |
13F-HR |
Financial Management Professionals, Inc. |
2025 Q3
|
946
|
$961M
|
| 15 Oct 2025, 17:08:05 |
13F-HR |
Cwm, Llc |
2025 Q3
|
5239
|
$33.2B
|
| 15 Oct 2025, 17:07:19 |
13F-HR |
GEN Financial Management, INC. |
2025 Q3
|
44
|
$116M
|
| 15 Oct 2025, 17:05:39 |
13F-HR |
Busey Bank |
2025 Q3
|
377
|
$3.59B
|
| 15 Oct 2025, 17:00:26 |
13F-HR |
Canoe Financial LP |
2025 Q3
|
109
|
$7B
|
| 15 Oct 2025, 16:42:41 |
13F-HR |
Pacer Advisors, Inc. |
2025 Q3
|
3887
|
$39B
|
| 15 Oct 2025, 16:35:44 |
13F-HR |
BSW Wealth Partners |
2025 Q3
|
324
|
$803M
|
| 15 Oct 2025, 16:34:29 |
13F-HR |
Clayton Financial Group LLC |
2025 Q3
|
278
|
$137M
|
| 15 Oct 2025, 16:14:24 |
13F-HR |
Spirit Of America Management Corp/Ny |
2025 Q3
|
308
|
$499M
|
| 15 Oct 2025, 16:07:31 |
13F-HR |
Valued Retirements, Inc. |
2025 Q3
|
89
|
$88.6M
|
| 15 Oct 2025, 16:05:51 |
13F-HR |
Sfm, Llc |
2025 Q3
|
61
|
$172M
|
| 15 Oct 2025, 16:05:13 |
13F-HR |
Azarias Capital Management, L.P. |
2025 Q3
|
24
|
$252M
|
| 15 Oct 2025, 16:02:24 |
13F-HR |
Blue Zone Wealth Advisors, LLC |
2025 Q3
|
129
|
$501M
|
| 15 Oct 2025, 16:01:37 |
13F-HR |
Seed Wealth Management, Inc. |
2025 Q3
|
114
|
$145M
|
| 15 Oct 2025, 16:01:08 |
13F-HR |
Secured Retirement Advisors, Llc |
2025 Q3
|
122
|
$179M
|
| 15 Oct 2025, 15:59:44 |
13F-HR |
Wolfstich Capital, LLC |
2025 Q3
|
13
|
$49M
|
| 15 Oct 2025, 15:59:05 |
13F-HR |
MY Wealth Management Inc. |
2025 Q3
|
34
|
$114M
|
| 15 Oct 2025, 15:58:35 |
13F-HR |
Granite Bay Wealth Management, LLC |
2025 Q3
|
80
|
$384M
|
| 15 Oct 2025, 15:58:13 |
13F-HR |
Johnson & White Wealth Management, LLC |
2025 Q3
|
112
|
$218M
|
| 15 Oct 2025, 15:56:40 |
13F-HR |
Camelot Technology Advisors, Inc. |
2025 Q3
|
54
|
$125M
|
| 15 Oct 2025, 15:55:30 |
13F-HR |
Financial Council, LLC |
2025 Q3
|
95
|
$225M
|
| 15 Oct 2025, 15:55:28 |
13F-HR |
Whitener Capital Management, Inc. |
2025 Q3
|
165
|
$418M
|
| 15 Oct 2025, 15:54:23 |
13F-HR |
Capital Wealth Management, Llc |
2025 Q3
|
38
|
$287M
|
| 15 Oct 2025, 15:52:28 |
13F-HR |
Independent Wealth Network Inc. |
2025 Q3
|
282
|
$311M
|
| 15 Oct 2025, 15:51:31 |
13F-HR |
Patriot Investment Management Group, Inc. |
2025 Q3
|
242
|
$1.53B
|
| 15 Oct 2025, 15:46:51 |
13F-HR |
Paragon Capital Management Inc |
2025 Q3
|
72
|
$134M
|
| 15 Oct 2025, 15:45:48 |
13F-HR |
Horizon Advisory Services, Inc. |
2025 Q3
|
45
|
$195M
|
| 15 Oct 2025, 15:40:54 |
13F-HR |
Fmb Wealth Management |
2025 Q3
|
89
|
$236M
|
| 15 Oct 2025, 15:37:19 |
13F-HR |
Inspire Investing, LLC |
2025 Q3
|
846
|
$1.03B
|
| 15 Oct 2025, 15:37:18 |
13F-HR |
Weinberger Asset Management, Inc |
2025 Q3
|
88
|
$276M
|
| 15 Oct 2025, 15:37:16 |
13F-HR |
Cadent Capital Advisors, LLC |
2025 Q3
|
191
|
$377M
|
| 15 Oct 2025, 15:36:31 |
13F-HR |
Gemmer Asset Management LLC |
2025 Q3
|
170
|
$1.24B
|
| 15 Oct 2025, 15:33:20 |
13F-HR |
Michael S. Ryan, Inc. |
2025 Q3
|
53
|
$168M
|
| 15 Oct 2025, 15:32:14 |
13F-HR |
Uptown Financial Advisors LLC |
2025 Q3
|
70
|
$114M
|
| 15 Oct 2025, 15:28:33 |
13F-HR |
Rfg Holdings, Inc. |
2025 Q3
|
61
|
$388M
|
| 15 Oct 2025, 15:25:41 |
13F-HR |
Curbstone Financial Management Corp |
2025 Q3
|
208
|
$520M
|
| 15 Oct 2025, 15:25:07 |
13F-HR |
Basepoint Wealth LLC |
2023 Q2
|
95
|
$121M
|
| 15 Oct 2025, 15:23:42 |
13F-HR |
First PREMIER Bank |
2025 Q3
|
397
|
$440M
|
| 15 Oct 2025, 15:23:34 |
13F-HR |
Strid Group, LLC |
2025 Q3
|
72
|
$787M
|
| 15 Oct 2025, 15:23:28 |
13F-HR |
Enterprise Financial Services Corp |
2025 Q3
|
158
|
$194M
|
| 15 Oct 2025, 15:22:58 |
13F-HR |
Milestone Asset Management, Llc |
2025 Q3
|
224
|
$528M
|
| 15 Oct 2025, 15:19:07 |
13F-HR |
Zwj Investment Counsel Inc |
2025 Q3
|
245
|
$2.83B
|
| 15 Oct 2025, 15:13:43 |
13F-HR |
Vestia Personal Wealth Advisors |
2025 Q3
|
99
|
$171M
|
| 15 Oct 2025, 14:58:36 |
13F-HR |
Iams Wealth Management, Llc |
2025 Q3
|
184
|
$249M
|
| 15 Oct 2025, 14:57:26 |
13F-HR |
Bar Harbor Wealth Management |
2025 Q3
|
257
|
$1.67B
|
| 15 Oct 2025, 14:53:32 |
13F-HR |
Cabana Llc |
2025 Q3
|
15
|
$16.4M
|
| 15 Oct 2025, 14:46:58 |
13F-HR |
Marshall & Sullivan Inc /Wa/ |
2025 Q3
|
43
|
$216M
|
| 15 Oct 2025, 14:46:39 |
13F-HR |
JGP Wealth Management, LLC |
2025 Q3
|
210
|
$902M
|