| Cardinal Capital Management, Inc. |
2025 Q3
|
10/3/2025, 05:08 PM |
77
|
$3.46B
|
| KFA Private Wealth Group, LLC |
2025 Q3
|
10/3/2025, 04:55 PM |
137
|
$350M
|
| Horizons Wealth Management |
2025 Q3
|
10/3/2025, 04:47 PM |
168
|
$146M
|
| HCR Wealth Advisors |
2025 Q3
|
10/3/2025, 04:40 PM |
244
|
$966M
|
| Luminus Management Llc |
2025 Q3
|
10/3/2025, 03:57 PM |
19
|
$111M
|
| Iowa State Bank |
2025 Q3
|
10/3/2025, 03:49 PM |
120
|
$525M
|
| Jackson Wealth Management, LLC |
2025 Q3
|
10/3/2025, 03:20 PM |
159
|
$1B
|
| Dominguez Wealth Management Solutions, Inc. |
2025 Q3
|
10/3/2025, 03:05 PM |
64
|
$158M
|
| Summit Financial Wealth Advisors, LLC |
2025 Q3
|
10/3/2025, 02:54 PM |
180
|
$645M
|
| Morangie Management LLC |
2025 Q3
|
10/3/2025, 02:43 PM |
30
|
$116M
|
| Aaron Wealth Advisors LLC |
2025 Q3
|
10/3/2025, 02:32 PM |
628
|
$1.66B
|
| First Citizens Financial Corp |
2025 Q3
|
10/3/2025, 01:44 PM |
136
|
$202M
|
| Ransom Advisory, Ltd |
2025 Q3
|
10/3/2025, 12:47 PM |
0
|
$0
|
| St. Clair Advisors, LLC |
2025 Q3
|
10/3/2025, 12:41 PM |
79
|
$377M
|
| IMPACTfolio, LLC |
2025 Q3
|
10/3/2025, 12:21 PM |
40
|
$232M
|
| HFG Wealth Management, LLC |
2025 Q3
|
10/3/2025, 11:26 AM |
57
|
$184M
|
| West Oak Capital, LLC |
2025 Q3
|
10/3/2025, 11:07 AM |
271
|
$661K
|
| Dentgroup LLC |
2025 Q3
|
10/3/2025, 10:15 AM |
94
|
$155M
|
| Stephens Group, LLC |
2025 Q3
|
10/3/2025, 06:10 AM |
3
|
$185M
|
| Shorepoint Capital Partners LLC |
2025 Q3
|
10/2/2025, 07:09 PM |
98
|
$503M
|
| Breakwater Investment Management |
2025 Q3
|
10/2/2025, 05:56 PM |
530
|
$271M
|
| Josh Arnold Investment Consultant, Llc |
2025 Q2 - New Holdings
|
10/2/2025, 05:50 PM |
14
|
$115M
|
| Smallwood Wealth Investment Management, LLC |
2025 Q2
|
10/2/2025, 05:45 PM |
561
|
$175M
|
| Stairway Partners, LLC |
2025 Q3
|
10/2/2025, 05:31 PM |
18
|
$1.88B
|
| InvesTrust |
2025 Q3
|
10/2/2025, 05:00 PM |
95
|
$273M
|
| Heritage Wealth Architects, Inc. |
2025 Q3
|
10/2/2025, 04:18 PM |
56
|
$162M
|
| Caldwell Trust Co |
2020 Q1
|
10/2/2025, 04:08 PM |
795
|
$528M
|
| Caldwell Trust Co |
2020 Q2
|
10/2/2025, 04:06 PM |
759
|
$597M
|
| Caldwell Trust Co |
2020 Q3
|
10/2/2025, 04:03 PM |
721
|
$608M
|
| Caldwell Trust Co |
2020 Q4
|
10/2/2025, 03:43 PM |
715
|
$661M
|
| Central Pacific Bank - Trust Division |
2025 Q3
|
10/2/2025, 02:46 PM |
830
|
$827M
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q3
|
10/2/2025, 02:39 PM |
37
|
$155M
|
| Helen Stephens Group, LLC |
2025 Q3
|
10/2/2025, 02:29 PM |
107
|
$450M
|
| GAMMA Investing LLC |
2025 Q3
|
10/2/2025, 01:56 PM |
3844
|
$1.81B
|
| Bank of New Hampshire |
2025 Q3
|
10/2/2025, 01:47 PM |
460
|
$434M
|
| Ahl Investment Management, Inc. |
2025 Q3
|
10/2/2025, 01:32 PM |
68
|
$146M
|
| Trust Co of the South |
2025 Q3
|
10/2/2025, 01:30 PM |
133
|
$603M
|
| Investors Research Corp |
2025 Q3
|
10/2/2025, 01:25 PM |
868
|
$540M
|
| Potomac Fund Management Inc /Adv |
2025 Q2 - Restatement
|
10/2/2025, 01:18 PM |
97
|
$1.75B
|
| Potomac Fund Management Inc /Adv |
2025 Q1 - Restatement
|
10/2/2025, 01:16 PM |
72
|
$227M
|
| Potomac Fund Management Inc /Adv |
2024 Q4 - Restatement
|
10/2/2025, 01:15 PM |
96
|
$1.7B
|
| Capital Asset Advisory Services LLC |
2025 Q3
|
10/2/2025, 12:32 PM |
283
|
$2.32B
|
| First HawaIIan Bank |
2025 Q3
|
10/2/2025, 12:24 PM |
95
|
$780M
|
| Caldwell Trust Co |
2021 Q1
|
10/2/2025, 11:40 AM |
710
|
$717M
|
| Caldwell Trust Co |
2021 Q2
|
10/2/2025, 11:38 AM |
737
|
$764M
|
| Armstrong Henry H Associates Inc |
2025 Q3
|
10/2/2025, 11:37 AM |
62
|
$1.11B
|
| Caldwell Trust Co |
2021 Q3
|
10/2/2025, 11:35 AM |
732
|
$791M
|
| Caldwell Trust Co |
2021 Q4
|
10/2/2025, 11:34 AM |
743
|
$870M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q3
|
10/2/2025, 10:51 AM |
25
|
$151M
|
| Mirabella Financial Services Llp |
2025 Q1 - New Holdings
|
10/2/2025, 10:38 AM |
230
|
$2.45B
|
| Global Wealth Strategies & Associates |
2025 Q3
|
10/2/2025, 10:20 AM |
485
|
$389M
|
| Hiley Hunt Wealth Management |
2025 Q3
|
10/2/2025, 09:35 AM |
46
|
$213M
|
| TT International Asset Management LTD |
2025 Q3
|
10/2/2025, 07:13 AM |
37
|
$516M
|
| Caldwell Trust Co |
2022 Q1
|
10/1/2025, 05:54 PM |
745
|
$839M
|
| Caldwell Trust Co |
2022 Q2
|
10/1/2025, 05:53 PM |
739
|
$727M
|
| Caldwell Trust Co |
2022 Q3
|
10/1/2025, 04:27 PM |
721
|
$673M
|
| Caldwell Trust Co |
2022 Q4
|
10/1/2025, 04:23 PM |
726
|
$707M
|
| Park National Corp /Oh/ |
2025 Q3
|
10/1/2025, 04:19 PM |
300
|
$3.2B
|
| Jacobs & Co/Ca |
2025 Q3
|
10/1/2025, 04:02 PM |
124
|
$1.05B
|
| Roxbury Financial LLC |
2025 Q3
|
10/1/2025, 03:34 PM |
367
|
$108M
|
| American National Bank of Texas |
2025 Q3
|
10/1/2025, 03:34 PM |
58
|
$106M
|
| FLP Wealth Management, LLC |
2025 Q2
|
10/1/2025, 03:21 PM |
58
|
$35.6M
|
| Rowlandmiller & Partners.Adv |
2025 Q3
|
10/1/2025, 03:18 PM |
187
|
$509M
|
| First Financial Bank - Trust Division |
2025 Q3
|
10/1/2025, 03:14 PM |
212
|
$1.17B
|
| Caldwell Trust Co |
2023 Q1
|
10/1/2025, 03:06 PM |
728
|
$721M
|
| Caldwell Trust Co |
2023 Q2
|
10/1/2025, 03:02 PM |
756
|
$766M
|
| Caldwell Trust Co |
2023 Q3
|
10/1/2025, 03:00 PM |
705
|
$733M
|
| Caldwell Trust Co |
2023 Q4
|
10/1/2025, 02:58 PM |
703
|
$792M
|
| Vigilare Wealth Management |
2025 Q3
|
10/1/2025, 02:15 PM |
120
|
$289M
|
| Cacti Asset Management Llc |
2025 Q3
|
10/1/2025, 01:58 PM |
76
|
$1.52B
|
| Beacon Wealthcare LLC |
2025 Q3
|
10/1/2025, 12:23 PM |
24
|
$285M
|
| Farmers Trust Co |
2025 Q3
|
10/1/2025, 12:13 PM |
195
|
$580M
|
| Neville Rodie & Shaw Inc |
2025 Q3
|
10/1/2025, 12:10 PM |
244
|
$1.38B
|
| BancFirst Trust & Investment Management |
2025 Q3
|
10/1/2025, 11:44 AM |
41
|
$263M
|
| Thoma Capital Management LLC |
2025 Q2
|
10/1/2025, 11:00 AM |
58
|
$157M
|
| Everence Capital Management Inc |
2025 Q3
|
10/1/2025, 10:55 AM |
800
|
$1.67B
|
| Thoma Capital Management LLC |
2025 Q1
|
10/1/2025, 10:50 AM |
59
|
$143M
|
| Hobart Private Capital, LLC |
2025 Q3
|
10/1/2025, 09:59 AM |
122
|
$478M
|
| GP Brinson Investments LLC |
2025 Q3
|
10/1/2025, 09:50 AM |
16
|
$245M
|
| Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv |
2025 Q3
|
10/1/2025, 07:01 AM |
0
|
$0
|
| Amanah Holdings Trust |
2025 Q3
|
10/1/2025, 06:51 AM |
14
|
$501M
|
| Rydar Equities, Inc. |
2025 Q2
|
9/30/2025, 04:52 PM |
95
|
$127M
|
| Gilbert Capital Group, Inc. |
2025 Q2
|
9/30/2025, 12:41 PM |
48
|
$121M
|
| Cullen Capital Management, LLC |
2025 Q2
|
9/30/2025, 12:20 PM |
198
|
$8.78B
|
| Pureheart Capital Pte Ltd. |
2025 Q2
|
9/30/2025, 11:17 AM |
9
|
$605M
|
| Pureheart Capital Pte Ltd. |
2025 Q1
|
9/30/2025, 11:16 AM |
7
|
$673M
|
| Pureheart Capital Pte Ltd. |
2024 Q4
|
9/30/2025, 11:15 AM |
6
|
$529M
|
| Vestwell Advisors, LLC |
2025 Q2
|
9/29/2025, 04:32 PM |
30
|
$219M
|
| Rithm Capital Corp. |
2025 Q2 - Restatement
|
9/29/2025, 04:10 PM |
32
|
$50M
|
| Rithm Capital Corp. |
2025 Q1 - New Holdings
|
9/29/2025, 04:09 PM |
3
|
$26.2M
|
| Rithm Capital Corp. |
2024 Q4 - New Holdings
|
9/29/2025, 04:07 PM |
1
|
$9.79M
|
| Rithm Capital Corp. |
2024 Q3
|
9/29/2025, 04:07 PM |
1
|
$9.57M
|
| Rithm Capital Corp. |
2024 Q2
|
9/29/2025, 04:07 PM |
1
|
$10.3M
|
| Summit Financial Wealth Advisors, LLC |
2025 Q2
|
9/29/2025, 11:54 AM |
168
|
$558M
|
| Corient Private Wealth LLC |
2025 Q2 - Restatement
|
9/26/2025, 02:59 PM |
2431
|
$69B
|
| Capital A Wealth Management, LLC |
2025 Q2
|
9/25/2025, 06:05 PM |
418
|
$7.84M
|
| TradeWell Securities, LLC. |
2025 Q2
|
9/25/2025, 02:57 PM |
46
|
$209M
|
| Beacon Financial Strategies CORP |
2025 Q2
|
9/25/2025, 02:27 PM |
38
|
$159M
|
| Beacon Financial Strategies CORP |
2025 Q1
|
9/25/2025, 02:27 PM |
38
|
$148M
|
| Beacon Financial Strategies CORP |
2024 Q4
|
9/25/2025, 02:27 PM |
35
|
$150M
|