| Seed Wealth Management, Inc. |
2025 Q1
|
4/18/2025, 05:28 PM |
149
|
$123M
|
| Mayfair Advisory Group, LLC |
2025 Q1
|
4/18/2025, 05:27 PM |
158
|
$173M
|
| Wells Trecaso Financial Group, LLC |
2025 Q1
|
4/18/2025, 05:27 PM |
92
|
$300M
|
| Financial Partners Group, LLC |
2025 Q1
|
4/18/2025, 05:27 PM |
81
|
$230M
|
| JP Wealth Management, Inc. |
2025 Q1
|
4/18/2025, 05:27 PM |
16
|
$124M
|
| Crown Oak Advisors, LLC |
2025 Q1
|
4/18/2025, 05:27 PM |
22
|
$198M
|
| Broderick Brian C |
2025 Q1
|
4/18/2025, 05:25 PM |
84
|
$491M
|
| Wolf Group Capital Advisors |
2025 Q1
|
4/18/2025, 05:15 PM |
166
|
$298M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/18/2025, 05:14 PM |
40
|
$241M
|
| Lion Street Advisors, LLC |
2025 Q1
|
4/18/2025, 05:12 PM |
266
|
$315M
|
| Cornerstone Wealth Management, LLC |
2025 Q1
|
4/18/2025, 05:04 PM |
606
|
$1.48B
|
| BENDER ROBERT & ASSOCIATES |
2025 Q1
|
4/18/2025, 05:04 PM |
40
|
$396M
|
| Mezzasalma Advisors, LLC |
2025 Q1
|
4/18/2025, 05:03 PM |
147
|
$289M
|
| Shepherd Financial Partners LLC |
2025 Q1
|
4/18/2025, 05:03 PM |
230
|
$853M
|
| Cushing Capital Partners, LLC |
2025 Q1
|
4/18/2025, 05:02 PM |
87
|
$111M
|
| Hemenway Trust Co LLC |
2025 Q1
|
4/18/2025, 04:57 PM |
127
|
$1.23B
|
| TCG Capital Management, LP |
2025 Q1
|
4/18/2025, 04:37 PM |
1
|
$85.9M
|
| Clarius Group, LLC |
2025 Q1
|
4/18/2025, 04:29 PM |
482
|
$1.59B
|
| Creative Capital Management Investments LLC |
2025 Q1
|
4/18/2025, 03:54 PM |
239
|
$259M
|
| Financial Perspectives, Inc |
2025 Q1
|
4/18/2025, 03:40 PM |
719
|
$292M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q1
|
4/18/2025, 03:26 PM |
96
|
$589M
|
| Planning Center, Inc. |
2025 Q1
|
4/18/2025, 03:10 PM |
72
|
$845M
|
| GSB Wealth Management, LLC |
2025 Q1
|
4/18/2025, 02:56 PM |
227
|
$381M
|
| Colorado Capital Management, Inc. |
2025 Q1
|
4/18/2025, 02:52 PM |
96
|
$215M
|
| DHJJ Financial Advisors, Ltd. |
2025 Q1
|
4/18/2025, 02:47 PM |
932
|
$248M
|
| Optivise Advisory Services LLC |
2025 Q1
|
4/18/2025, 02:44 PM |
195
|
$178M
|
| Prosperity Wealth Management, Inc. |
2025 Q1
|
4/18/2025, 02:24 PM |
213
|
$213M
|
| Roth Financial Partners LLC |
2025 Q1
|
4/18/2025, 02:17 PM |
31
|
$253M
|
| Marest Capital, LLC |
2025 Q1
|
4/18/2025, 01:36 PM |
25
|
$120M
|
| Birch Hill Investment Advisors LLC |
2025 Q1
|
4/18/2025, 01:33 PM |
187
|
$2.11B
|
| SANDER CAPITAL ADVISORS INC |
2025 Q1
|
4/18/2025, 01:33 PM |
15
|
$190M
|
| Boomfish Wealth Group, LLC |
2025 Q1
|
4/18/2025, 01:06 PM |
82
|
$154M
|
| Clayton Financial Group LLC |
2025 Q1
|
4/18/2025, 12:17 PM |
119
|
$273M
|
| Tennessee Valley Asset Management Partners |
2025 Q1
|
4/18/2025, 11:53 AM |
158
|
$613M
|
| CENTRAL TRUST Co |
2025 Q1
|
4/18/2025, 11:52 AM |
1441
|
$4.07B
|
| Five Oceans Advisors |
2025 Q1
|
4/18/2025, 11:34 AM |
175
|
$209M
|
| Greenbush Financial Group, LLC |
2025 Q1
|
4/18/2025, 11:20 AM |
33
|
$201M
|
| Greenbush Financial Group, LLC |
2024 Q4
|
4/18/2025, 11:17 AM |
33
|
$190M
|
| WENDELL DAVID ASSOCIATES INC |
2025 Q1
|
4/18/2025, 11:13 AM |
151
|
$1B
|
| San Luis Wealth Advisors LLC |
2025 Q1 - Restatement
|
4/18/2025, 10:50 AM |
135
|
$442M
|
| Huntleigh Advisors, Inc. |
2025 Q1
|
4/18/2025, 09:36 AM |
14
|
$171M
|
| Global Trust Asset Management, LLC |
2025 Q1
|
4/18/2025, 09:28 AM |
466
|
$164M
|
| Financial Freedom, LLC |
2025 Q1
|
4/18/2025, 09:08 AM |
364
|
$174M
|
| Bell Bank |
2025 Q1
|
4/18/2025, 07:04 AM |
186
|
$1.85B
|
| PKO Investment Management Joint-Stock Co |
2025 Q1
|
4/18/2025, 06:18 AM |
174
|
$882M
|
| Rakuten Securities, Inc. |
2025 Q1
|
4/18/2025, 06:09 AM |
821
|
$198M
|
| NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd |
2025 Q1
|
4/17/2025, 09:29 PM |
4
|
$20.4M
|
| INSIGNEO ADVISORY SERVICES, LLC |
2025 Q1
|
4/17/2025, 08:37 PM |
634
|
$969M
|
| Demars Financial Group, LLC |
2025 Q1
|
4/17/2025, 06:46 PM |
72
|
$313M
|
| Pacific Capital Wealth Advisors, Inc. |
2025 Q1
|
4/17/2025, 06:39 PM |
82
|
$578M
|
| Edge Financial Advisors LLC |
2025 Q1
|
4/17/2025, 06:31 PM |
101
|
$158M
|
| Wagner Wealth Management, LLC |
2025 Q1
|
4/17/2025, 06:16 PM |
242
|
$401M
|
| BFSG, LLC |
2025 Q1
|
4/17/2025, 06:08 PM |
674
|
$822M
|
| Lesa Sroufe & Co |
2025 Q1
|
4/17/2025, 05:55 PM |
70
|
$100M
|
| Cardinal Capital Management |
2025 Q1
|
4/17/2025, 05:51 PM |
132
|
$646M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2025 Q1
|
4/17/2025, 05:40 PM |
651
|
$1.76B
|
| CULTIVAR CAPITAL, INC. |
2025 Q1
|
4/17/2025, 05:31 PM |
31
|
$124M
|
| VISTA INVESTMENT PARTNERS LLC |
2025 Q1
|
4/17/2025, 04:17 PM |
154
|
$328M
|
| Vivid Wealth Management, LLC |
2025 Q1
|
4/17/2025, 04:19 PM |
61
|
$200M
|
| BCU Wealth Advisors, LLC |
2025 Q1
|
4/17/2025, 04:15 PM |
50
|
$192M
|
| Kaydan Wealth Management, Inc. |
2025 Q1
|
4/17/2025, 04:58 PM |
107
|
$312M
|
| Consilium Wealth Advisory, LLC |
2025 Q1
|
4/17/2025, 04:21 PM |
88
|
$199M
|
| Constellation Investimentos e Participacoes Ltda |
2025 Q1
|
4/17/2025, 04:43 PM |
10
|
$35.9M
|
| Kercheville Advisors, LLC |
2025 Q1
|
4/17/2025, 04:23 PM |
89
|
$245M
|
| Berkshire Bank |
2025 Q1
|
4/17/2025, 04:57 PM |
157
|
$410M
|
| MEDICI CAPITAL LLC |
2025 Q1
|
4/17/2025, 05:19 PM |
16
|
$82.1M
|
| Robertson Stephens Wealth Management, LLC |
2025 Q1
|
4/17/2025, 05:03 PM |
537
|
$2.67B
|
| Chicago Capital, LLC |
2025 Q1
|
4/17/2025, 04:27 PM |
339
|
$3.54B
|
| Share Andrew L. |
2025 Q1
|
4/17/2025, 04:45 PM |
13
|
$137M
|
| PATTON FUND MANAGEMENT, INC. |
2025 Q1
|
4/17/2025, 04:22 PM |
76
|
$413M
|
| Strategic Advisors LLC |
2025 Q1
|
4/17/2025, 04:31 PM |
187
|
$519M
|
| Seven Post Investment Office LP |
2025 Q1
|
4/17/2025, 05:00 PM |
33
|
$262M
|
| RS CRUM INC. |
2025 Q1
|
4/17/2025, 04:28 PM |
88
|
$371M
|
| LYNCH & ASSOCIATES/IN |
2025 Q1
|
4/17/2025, 04:32 PM |
116
|
$462M
|
| TOYOTA MOTOR CORP/ |
2024 Q3
|
4/17/2025, 04:36 PM |
4
|
$1.99B
|
| TOYOTA MOTOR CORP/ |
2024 Q2
|
4/17/2025, 04:31 PM |
5
|
$1.77B
|
| TOYOTA MOTOR CORP/ |
2024 Q1
|
4/17/2025, 04:29 PM |
5
|
$1.73B
|
| TOYOTA MOTOR CORP/ |
2023 Q4
|
4/17/2025, 04:26 PM |
5
|
$1.85B
|
| TOYOTA MOTOR CORP/ |
2023 Q3
|
4/17/2025, 04:24 PM |
5
|
$1.69B
|
| TOYOTA MOTOR CORP/ |
2023 Q2
|
4/17/2025, 04:21 PM |
5
|
$1.98B
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q1
|
4/17/2025, 04:19 PM |
149
|
$1.23B
|
| SMITH SHELLNUT WILSON LLC /ADV |
2025 Q1
|
4/17/2025, 04:24 PM |
140
|
$218M
|
| NBT BANK N A /NY |
2025 Q1
|
4/17/2025, 05:08 PM |
813
|
$1.38B
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2025 Q1
|
4/17/2025, 04:20 PM |
26
|
$231M
|
| VICUS CAPITAL |
2025 Q1
|
4/17/2025, 04:14 PM |
238
|
$1.07B
|
| AA Financial Advisors, LLC |
2025 Q1
|
4/17/2025, 04:13 PM |
173
|
$410M
|
| TOYOTA MOTOR CORP/ |
2023 Q1
|
4/17/2025, 04:10 PM |
5
|
$1.27B
|
| TOYOTA MOTOR CORP/ |
2022 Q4
|
4/17/2025, 04:05 PM |
5
|
$1.19B
|
| TOYOTA MOTOR CORP/ |
2022 Q3
|
4/17/2025, 04:01 PM |
4
|
$1.2B
|
| Conestoga Capital Advisors, LLC |
2025 Q1
|
4/17/2025, 04:01 PM |
123
|
$6.63B
|
| Marathon Strategic Advisors, LLC |
2025 Q1
|
4/17/2025, 04:00 PM |
37
|
$93M
|
| TOYOTA MOTOR CORP/ |
2022 Q2
|
4/17/2025, 03:57 PM |
4
|
$1.17B
|
| Stephens Consulting, LLC |
2025 Q1
|
4/17/2025, 03:53 PM |
1511
|
$398M
|
| LOUISBOURG INVESTMENTS INC. |
2025 Q1
|
4/17/2025, 03:51 PM |
180
|
$368M
|
| Copia Wealth Management |
2025 Q1
|
4/17/2025, 03:47 PM |
451
|
$108M
|
| Grove Bank & Trust |
2025 Q1
|
4/17/2025, 03:45 PM |
846
|
$748M
|
| TOYOTA MOTOR CORP/ |
2022 Q1
|
4/17/2025, 03:43 PM |
5
|
$1.89B
|
| Fogel Capital Management, Inc. |
2025 Q1
|
4/17/2025, 03:41 PM |
44
|
$186M
|
| TOYOTA MOTOR CORP/ |
2021 Q4
|
4/17/2025, 03:41 PM |
5
|
$3.38B
|
| Breakwater Investment Management |
2025 Q1
|
4/17/2025, 03:40 PM |
315
|
$234M
|