| Peoples Bank/KS |
2024 Q3
|
10/4/2024, 05:15 PM |
319
|
$149M
|
| jvl associates llc |
2024 Q3
|
10/4/2024, 05:06 PM |
56
|
$259M
|
| Regency Capital Management Inc.\DE |
2024 Q3
|
10/4/2024, 05:03 PM |
46
|
$182M
|
| FIRST HAWAIIAN BANK |
2024 Q3
|
10/4/2024, 04:46 PM |
875
|
$3.13B
|
| Quantum Financial Advisors, LLC |
2024 Q3
|
10/4/2024, 04:36 PM |
189
|
$639M
|
| Allied Investment Advisors, LLC |
2024 Q3
|
10/4/2024, 04:35 PM |
74
|
$505M
|
| Fluent Financial, LLC |
2024 Q3
|
10/4/2024, 04:35 PM |
61
|
$208M
|
| Biltmore Wealth Management, LLC |
2024 Q3
|
10/4/2024, 04:35 PM |
55
|
$243M
|
| Triton Wealth Management, PLLC |
2024 Q3
|
10/4/2024, 04:34 PM |
89
|
$176M
|
| Northwest Quadrant Wealth Management, LLC |
2024 Q3
|
10/4/2024, 04:34 PM |
65
|
$434M
|
| Capital CS Group, LLC |
2024 Q3
|
10/4/2024, 04:33 PM |
63
|
$82.9M
|
| Ausdal Financial Partners, Inc. |
2024 Q3
|
10/4/2024, 04:32 PM |
513
|
$960M
|
| Thrive Wealth Management, LLC |
2024 Q3
|
10/4/2024, 04:32 PM |
214
|
$545M
|
| Breakwater Capital Group |
2024 Q3
|
10/4/2024, 04:32 PM |
286
|
$496M
|
| McNaughton Wealth Management, LLC |
2024 Q3
|
10/4/2024, 04:31 PM |
56
|
$205M
|
| AMI INVESTMENT MANAGEMENT INC |
2024 Q3
|
10/4/2024, 04:31 PM |
70
|
$295M
|
| Wallace Advisory Group, LLC |
2024 Q3
|
10/4/2024, 04:30 PM |
177
|
$134M
|
| INSPIRION WEALTH ADVISORS, LLC |
2024 Q3
|
10/4/2024, 04:29 PM |
154
|
$715M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2024 Q3
|
10/4/2024, 04:28 PM |
1142
|
$889M
|
| Curated Wealth Partners LLC |
2024 Q3
|
10/4/2024, 04:28 PM |
132
|
$782M
|
| CISCO SYSTEMS, INC. |
2024 Q3
|
10/4/2024, 04:23 PM |
3
|
$437M
|
| Mirador Capital Partners LP |
2024 Q3
|
10/4/2024, 04:19 PM |
194
|
$556M
|
| CENTRAL VALLEY ADVISORS, LLC |
2024 Q3
|
10/4/2024, 04:16 PM |
129
|
$177M
|
| Great Waters Wealth Management |
2024 Q3
|
10/4/2024, 04:11 PM |
110
|
$742M
|
| Asset Management Resources, LLC |
2024 Q3
|
10/4/2024, 04:10 PM |
0
|
$0
|
| ECLECTIC ASSOCIATES INC /ADV |
2024 Q3
|
10/4/2024, 04:09 PM |
101
|
$253M
|
| Eldred Rock Partners, LLC |
2024 Q3
|
10/4/2024, 04:09 PM |
32
|
$299M
|
| Gainplan LLC |
2024 Q3
|
10/4/2024, 04:08 PM |
63
|
$208M
|
| Seneca House Advisors |
2024 Q3
|
10/4/2024, 04:07 PM |
88
|
$237M
|
| Goelzer Investment Management, Inc. |
2024 Q3
|
10/4/2024, 04:07 PM |
225
|
$1.82B
|
| LWMG, LLC |
2024 Q3
|
10/4/2024, 04:01 PM |
90
|
$526M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2024 Q3
|
10/4/2024, 03:59 PM |
78
|
$610M
|
| Halpern Financial, Inc. |
2024 Q3
|
10/4/2024, 03:52 PM |
229
|
$389M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2017 Q4 - Restatement
|
10/4/2024, 03:29 PM |
788
|
$8.53B
|
| COLLECTIVE FAMILY OFFICE LLC |
2024 Q3
|
10/4/2024, 03:22 PM |
169
|
$368M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q1 - Restatement
|
10/4/2024, 02:59 PM |
833
|
$9.6B
|
| Quent Capital, LLC |
2024 Q3
|
10/4/2024, 02:57 PM |
1355
|
$985M
|
| Trivant Custom Portfolio Group, LLC |
2024 Q3
|
10/4/2024, 02:56 PM |
171
|
$173M
|
| Corrigan Financial, Inc. |
2024 Q3
|
10/4/2024, 02:23 PM |
42
|
$436M
|
| Sowell Financial Services LLC |
2024 Q3
|
10/4/2024, 02:12 PM |
530
|
$2.15B
|
| HBW ADVISORY SERVICES LLC |
2024 Q3
|
10/4/2024, 02:06 PM |
362
|
$682M
|
| BURNS J W & CO INC/NY |
2024 Q3
|
10/4/2024, 01:54 PM |
186
|
$769M
|
| Stairway Partners, LLC |
2024 Q3
|
10/4/2024, 01:54 PM |
18
|
$1.56B
|
| LL Funds, LLC |
2024 Q3
|
10/4/2024, 01:13 PM |
1
|
$27.1M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q2 - Restatement
|
10/4/2024, 01:07 PM |
798
|
$10.4B
|
| Silverberg Bernstein Capital Management LLC |
2024 Q3
|
10/4/2024, 12:41 PM |
52
|
$109M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q3 - Restatement
|
10/4/2024, 12:20 PM |
820
|
$11.3B
|
| CULLEN INVESTMENT GROUP, LTD. |
2024 Q3
|
10/4/2024, 12:17 PM |
182
|
$671M
|
| Bard Financial Services, Inc. |
2024 Q3
|
10/4/2024, 12:11 PM |
185
|
$483M
|
| Ridgewood Investments LLC |
2024 Q3
|
10/4/2024, 11:46 AM |
694
|
$200M
|
| ZRC WEALTH MANAGEMENT, LLC |
2024 Q3
|
10/4/2024, 11:33 AM |
466
|
$233M
|
| SYQUANT CAPITAL SAS |
2024 Q3
|
10/4/2024, 11:15 AM |
5
|
$27.1M
|
| Waycross Investment Management Co |
2024 Q3
|
10/4/2024, 11:15 AM |
49
|
$109M
|
| WRIGHT INVESTORS SERVICE INC |
2024 Q3
|
10/4/2024, 11:11 AM |
137
|
$382M
|
| HFG Wealth Management, LLC |
2024 Q3
|
10/4/2024, 10:52 AM |
40
|
$157M
|
| waypoint wealth counsel |
2024 Q3
|
10/4/2024, 10:42 AM |
102
|
$148M
|
| CHEMUNG CANAL TRUST CO |
2024 Q3
|
10/4/2024, 10:38 AM |
121
|
$494M
|
| RJA Asset Management LLC |
2024 Q3
|
10/4/2024, 10:37 AM |
4
|
$395M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2024 Q3
|
10/4/2024, 10:20 AM |
40
|
$139M
|
| Grandview Asset Management LLC |
2024 Q3
|
10/4/2024, 10:20 AM |
64
|
$175M
|
| First International Bank & Trust |
2024 Q3
|
10/4/2024, 10:02 AM |
74
|
$312M
|
| Handelsbanken Fonder AB |
2024 Q3
|
10/4/2024, 09:59 AM |
1521
|
$25.3B
|
| Red Spruce Capital, LLC |
2024 Q3
|
10/4/2024, 08:56 AM |
83
|
$220M
|
| Lind Value II ApS |
2024 Q3
|
10/4/2024, 08:15 AM |
4
|
$233M
|
| GuoLine Advisory Pte Ltd |
2024 Q3
|
10/3/2024, 09:53 PM |
21
|
$982M
|
| Franchise Capital Ltd |
2024 Q3
|
10/3/2024, 08:48 PM |
10
|
$277M
|
| GP Brinson Investments LLC |
2024 Q3
|
10/3/2024, 06:10 PM |
16
|
$244M
|
| LifePlan Financial, LLC |
2024 Q3
|
10/3/2024, 06:28 PM |
88
|
$117M
|
| MRA Advisory Group |
2024 Q3
|
10/3/2024, 06:00 PM |
119
|
$183M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2018 Q4 - Restatement
|
10/3/2024, 05:02 PM |
764
|
$9.54B
|
| Marotta Asset Management |
2024 Q3
|
10/3/2024, 04:42 PM |
111
|
$509M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q1 - Restatement
|
10/3/2024, 04:26 PM |
754
|
$10.9B
|
| Stephens Group, LLC |
2024 Q3
|
10/3/2024, 04:20 PM |
3
|
$188M
|
| Sterneck Capital Management, LLC |
2024 Q3
|
10/3/2024, 03:48 PM |
96
|
$185M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2024 Q3
|
10/3/2024, 03:44 PM |
335
|
$1.05B
|
| Single Point Partners, LLC |
2024 Q3
|
10/3/2024, 03:42 PM |
34
|
$62.7M
|
| FARMERS TRUST CO |
2024 Q3
|
10/3/2024, 03:39 PM |
191
|
$536M
|
| Meritas Wealth Management, LLC |
2024 Q3
|
10/3/2024, 03:36 PM |
50
|
$162M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q2 - Restatement
|
10/3/2024, 03:32 PM |
766
|
$12.2B
|
| Johnson & White Wealth Management, LLC |
2024 Q3
|
10/3/2024, 03:25 PM |
54
|
$116M
|
| PARK AVENUE SECURITIES LLC |
2024 Q3
|
10/3/2024, 03:22 PM |
1379
|
$8.9B
|
| Wiser Wealth Management, Inc |
2024 Q3
|
10/3/2024, 03:18 PM |
49
|
$349M
|
| Somnio Financial Group, LLC |
2024 Q3
|
10/3/2024, 03:17 PM |
13
|
$123M
|
| Alpha Omega Wealth Management LLC |
2024 Q3
|
10/3/2024, 03:13 PM |
205
|
$545M
|
| Trinity Financial Advisors LLC |
2024 Q3
|
10/3/2024, 03:04 PM |
83
|
$177M
|
| Trust Co |
2024 Q3
|
10/3/2024, 02:57 PM |
394
|
$832M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q3 - Restatement
|
10/3/2024, 02:56 PM |
763
|
$13B
|
| Dominguez Wealth Management Solutions, Inc. |
2024 Q3
|
10/3/2024, 02:57 PM |
61
|
$138M
|
| LILLY ENDOWMENT INC |
2024 Q3
|
10/3/2024, 02:56 PM |
1
|
$85.8B
|
| Apella Capital, LLC |
2024 Q3
|
10/3/2024, 02:53 PM |
320
|
$2.43B
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2024 Q3
|
10/3/2024, 02:38 PM |
138
|
$783M
|
| Delta Financial Group, Inc. |
2024 Q3
|
10/3/2024, 02:33 PM |
138
|
$269M
|
| Deane Retirement Strategies, Inc. |
2024 Q3
|
10/3/2024, 02:30 PM |
73
|
$205M
|
| Monterey Private Wealth, Inc. |
2024 Q3
|
10/3/2024, 02:22 PM |
124
|
$294M
|
| CJM Wealth Advisers, Ltd. |
2024 Q3
|
10/3/2024, 02:13 PM |
69
|
$292M
|
| Granite Bay Wealth Management, LLC |
2024 Q3
|
10/3/2024, 01:59 PM |
44
|
$178M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2019 Q4 - Restatement
|
10/3/2024, 01:56 PM |
645
|
$10.2B
|
| Capital Market Strategies LLC |
2024 Q3
|
10/3/2024, 01:57 PM |
152
|
$166M
|
| SG Americas Securities, LLC |
2024 Q3
|
10/3/2024, 01:53 PM |
2947
|
$26.2B
|
| PRIVATE CLIENT SERVICES, LLC |
2024 Q3
|
10/3/2024, 01:01 PM |
169
|
$186M
|