Wedge Capital Management L L P/Nc |
2025 Q1
|
4/14/2025, 12:17 PM |
512
|
$5.16B
|
GoodHaven Capital Management, LLC |
2025 Q1
|
4/14/2025, 12:12 PM |
25
|
$295M
|
25 Llc |
2025 Q1
|
4/14/2025, 12:11 PM |
59
|
$242M
|
CGC Financial Services, LLC |
2025 Q1
|
4/14/2025, 12:04 PM |
337
|
$253M
|
Hickory Point Bank & Trust |
2025 Q1
|
4/14/2025, 11:57 AM |
122
|
$114M
|
PFW Advisors LLC |
2025 Q1
|
4/14/2025, 11:49 AM |
121
|
$319M
|
RV Capital AG |
2025 Q1
|
4/14/2025, 11:42 AM |
11
|
$453M
|
Tilia Fiduciary Partners, Inc. |
2025 Q1
|
4/14/2025, 11:34 AM |
113
|
$150M
|
Central Bank & Trust Co |
2025 Q1
|
4/14/2025, 11:34 AM |
181
|
$599M
|
Lloyd Advisory Services, LLC. |
2025 Q1
|
4/14/2025, 11:33 AM |
98
|
$199M
|
Meridian Financial Partners LLC |
2025 Q1
|
4/14/2025, 11:32 AM |
104
|
$197M
|
Bennett Selby Investments Lp |
2025 Q1
|
4/14/2025, 11:31 AM |
75
|
$253M
|
Stance Capital Llc |
2024 Q4
|
4/14/2025, 11:28 AM |
270
|
$161M
|
Bangor Savings Bank |
2025 Q1
|
4/14/2025, 11:28 AM |
534
|
$1.06B
|
Park Avenue Securities Llc |
2025 Q1
|
4/14/2025, 11:26 AM |
1155
|
$8.14B
|
Old National Bancorp /In/ |
2025 Q1
|
4/14/2025, 11:21 AM |
522
|
$3.81B
|
SOA Wealth Advisors, LLC. |
2025 Q1
|
4/14/2025, 11:20 AM |
881
|
$440M
|
Global Wealth Management, LLC |
2025 Q1
|
4/14/2025, 11:20 AM |
28
|
$173M
|
Lansforsakringar Fondforvaltning AB (publ) |
2024 Q4 - New Holdings
|
4/14/2025, 11:20 AM |
563
|
$17.9B
|
One Plus One Wealth Management, Llc |
2025 Q1
|
4/14/2025, 11:17 AM |
90
|
$184M
|
Professional Advisory Services Inc |
2025 Q1
|
4/14/2025, 11:16 AM |
82
|
$713M
|
Flagship Private Wealth, LLC |
2025 Q1
|
4/14/2025, 11:06 AM |
100
|
$210M
|
Broadway Wealth Solutions, Inc. |
2025 Q1
|
4/14/2025, 11:04 AM |
88
|
$137M
|
Greenspring Advisors, LLC |
2025 Q1
|
4/14/2025, 11:03 AM |
99
|
$422M
|
Kennebec Savings Bank |
2025 Q1
|
4/14/2025, 11:01 AM |
272
|
$94.5M
|
Client First Investment Management LLC |
2025 Q1
|
4/14/2025, 11:01 AM |
14
|
$147M
|
NavPoint Financial, Inc. |
2025 Q1
|
4/14/2025, 10:56 AM |
55
|
$142M
|
Upper Left Wealth Management, LLC |
2025 Q1
|
4/14/2025, 10:55 AM |
61
|
$139M
|
Miracle Mile Advisors, LLC |
2025 Q1
|
4/14/2025, 10:53 AM |
646
|
$4.99B
|
RDA Financial Network |
2025 Q1
|
4/14/2025, 10:53 AM |
243
|
$335M
|
Seilern Investment Management Ltd |
2025 Q1
|
4/14/2025, 10:53 AM |
23
|
$1.53B
|
Baron Financial Group, LLC |
2025 Q1
|
4/14/2025, 10:53 AM |
47
|
$159M
|
Patriot Financial Group Insurance Agency, LLC |
2025 Q1
|
4/14/2025, 10:51 AM |
488
|
$746M
|
Financial Advisory Corp |
2025 Q1
|
4/14/2025, 10:48 AM |
47
|
$604M
|
Revolve Wealth Partners, LLC |
2025 Q1
|
4/14/2025, 10:46 AM |
225
|
$691M
|
Rockwood Wealth Management, LLC |
2025 Q1
|
4/14/2025, 10:44 AM |
97
|
$981M
|
Charter Oak Capital Management, LLC |
2025 Q1
|
4/14/2025, 10:42 AM |
193
|
$1.09B
|
Whitaker-Myers Wealth Managers, LTD. |
2025 Q1
|
4/14/2025, 10:39 AM |
113
|
$357M
|
Wedmont Private Capital |
2025 Q1
|
4/14/2025, 10:35 AM |
699
|
$1.95B
|
UMB Bank, n.a. |
2025 Q1
|
4/14/2025, 10:35 AM |
2105
|
$6.07B
|
Arbor Wealth Advisors LLC |
2025 Q1
|
4/14/2025, 10:28 AM |
48
|
$112M
|
Wynn Capital, LLC |
2025 Q1
|
4/14/2025, 10:26 AM |
108
|
$168M
|
Griffith & Werner, Inc. |
2025 Q1
|
4/14/2025, 10:22 AM |
67
|
$161M
|
Kmg Fiduciary Partners, Llc |
2025 Q1
|
4/14/2025, 10:20 AM |
284
|
$1.2B
|
Dentgroup LLC |
2025 Q1
|
4/14/2025, 10:18 AM |
83
|
$133M
|
City Center Advisors, LLC |
2025 Q1
|
4/14/2025, 10:18 AM |
151
|
$85.6M
|
Wealthcare Capital Partners, LLC |
2025 Q1
|
4/14/2025, 10:14 AM |
128
|
$194M
|
Barden Capital Management, Inc. |
2025 Q1
|
4/14/2025, 10:12 AM |
60
|
$112M
|
Bank of New Hampshire |
2025 Q1
|
4/14/2025, 10:12 AM |
455
|
$382M
|
Washington Capital Management, Inc |
2025 Q1
|
4/14/2025, 10:11 AM |
109
|
$124M
|
Moulton Wealth Management, Inc |
2025 Q1
|
4/14/2025, 10:09 AM |
34
|
$131M
|
Beach Investment Counsel Inc/Pa |
2025 Q1
|
4/14/2025, 10:07 AM |
117
|
$679M
|
Yarbrough Capital, LLC |
2025 Q1
|
4/14/2025, 10:04 AM |
196
|
$2.33B
|
Mercuria Capital Strategies, LLC |
2025 Q1
|
4/14/2025, 10:03 AM |
6
|
$82.6M
|
Lpwm Llc |
2025 Q1
|
4/14/2025, 10:03 AM |
84
|
$310M
|
Kraematon Investment Advisors, Inc |
2025 Q1
|
4/14/2025, 10:01 AM |
91
|
$98.3M
|
ARS Wealth Advisors Group, LLC |
2025 Q1
|
4/14/2025, 10:01 AM |
160
|
$707M
|
Perennial Advisors, LLC |
2025 Q1
|
4/14/2025, 09:58 AM |
113
|
$501M
|
Sentinel Pension Advisors, Llc |
2025 Q1
|
4/14/2025, 09:48 AM |
111
|
$543M
|
Clean Yield Group |
2025 Q1
|
4/14/2025, 09:41 AM |
444
|
$307M
|
Ffg Retirement Advisors Llc |
2025 Q1
|
4/14/2025, 09:35 AM |
43
|
$147M
|
Eagle Wealth Strategies Llc |
2025 Q1
|
4/14/2025, 09:34 AM |
97
|
$163M
|
Bourne Lent Asset Management Inc |
2025 Q1
|
4/14/2025, 09:31 AM |
61
|
$233M
|
Buttonwood Financial Group, LLC |
2025 Q1
|
4/14/2025, 09:21 AM |
28
|
$171M
|
Orrstown Financial Services Inc |
2025 Q1
|
4/14/2025, 09:02 AM |
129
|
$420M
|
Regent Peak Wealth Advisors LLC |
2025 Q1
|
4/14/2025, 08:58 AM |
177
|
$421M
|
LexAurum Advisors, LLC |
2025 Q1
|
4/14/2025, 08:48 AM |
346
|
$522M
|
ONE Advisory Partners, LLC |
2025 Q1
|
4/14/2025, 08:28 AM |
48
|
$234M
|
Stillwater Wealth Management Group |
2024 Q4
|
4/14/2025, 07:25 AM |
68
|
$111M
|
WealthNavi Inc. |
2025 Q1
|
4/14/2025, 06:35 AM |
10
|
$8.99B
|
TB Alternative Assets Ltd. |
2025 Q1
|
4/14/2025, 06:16 AM |
44
|
$430M
|
WIT Partners Advisory Pte. Ltd. |
2025 Q1
|
4/14/2025, 06:15 AM |
1
|
$303M
|
Menlo Advisors Llc |
2025 Q1
|
4/11/2025, 07:05 PM |
27
|
$210M
|
Sivia Capital Partners, LLC |
2025 Q1
|
4/11/2025, 06:48 PM |
291
|
$214M
|
R.H. Dinel Investment Counsel, Inc. |
2025 Q1
|
4/11/2025, 06:44 PM |
42
|
$147M
|
Gemmer Asset Management LLC |
2025 Q1
|
4/11/2025, 06:27 PM |
156
|
$1B
|
Sunflower Bank, N.A. |
2025 Q1
|
4/11/2025, 05:36 PM |
128
|
$357M
|
Piscataqua Savings Bank |
2025 Q1
|
4/11/2025, 04:33 PM |
337
|
$113M
|
Perkins Coie Trust Co |
2025 Q1
|
4/11/2025, 05:05 PM |
494
|
$441M
|
First City Capital Management, Inc. |
2025 Q1
|
4/11/2025, 04:36 PM |
147
|
$167M
|
Private Advisory Group LLC |
2024 Q4 - Restatement
|
4/11/2025, 04:30 PM |
212
|
$893M
|
Renaissance Capital LLC |
2025 Q1
|
4/11/2025, 04:11 PM |
28
|
$130M
|
Clg Llc |
2024 Q4
|
4/11/2025, 04:08 PM |
117
|
$280M
|
Principia Wealth Advisory, LLC |
2025 Q1
|
4/11/2025, 05:25 PM |
852
|
$104M
|
Principia Wealth Advisory, LLC |
2024 Q4
|
4/11/2025, 05:25 PM |
774
|
$106M
|
CMC Financial Group |
2025 Q1
|
4/11/2025, 04:54 PM |
32
|
$44.2M
|
ROB Exploration LLC |
2025 Q1
|
4/11/2025, 04:47 PM |
1
|
$13.6M
|
Cisco Systems, Inc. |
2025 Q1
|
4/11/2025, 04:12 PM |
2
|
$244M
|
Gleason Group, Inc. |
2025 Q1
|
4/11/2025, 03:52 PM |
190
|
$554M
|
Lake Hills Wealth Management, LLC |
2025 Q1
|
4/11/2025, 03:47 PM |
42
|
$145M
|
Godsey & Gibb, Inc |
2025 Q1
|
4/11/2025, 03:40 PM |
389
|
$1.02B
|
WealthBridge Investment Counsel Inc. |
2025 Q1
|
4/11/2025, 03:38 PM |
47
|
$275M
|
Persium Advisors, LLC |
2025 Q1
|
4/11/2025, 03:31 PM |
57
|
$105M
|
Holland Advisory Services, Inc. |
2025 Q1
|
4/11/2025, 03:14 PM |
43
|
$65.9M
|
Joule Financial, LLC |
2025 Q1
|
4/11/2025, 03:10 PM |
103
|
$285M
|
Paragon Financial Partners, Inc. |
2025 Q1
|
4/11/2025, 03:08 PM |
69
|
$128M
|
Compton Financial Group, LLC |
2025 Q1
|
4/11/2025, 03:07 PM |
48
|
$347M
|
Sulzberger Capital Advisors, Inc. |
2025 Q1
|
4/11/2025, 03:03 PM |
48
|
$76.1M
|
Towneley Capital Management, Inc / DE |
2025 Q1
|
4/11/2025, 02:57 PM |
44
|
$427M
|
Reliant Investment Management, LLC |
2025 Q1
|
4/11/2025, 02:52 PM |
58
|
$193M
|