| Conrad Siegel Investment Advisors, Inc. |
2025 Q1
|
4/8/2025, 04:55 PM |
50
|
$390M
|
| Founders Capital Management |
2025 Q1
|
4/8/2025, 04:44 PM |
370
|
$155M
|
| Japan Post Holdings Co., Ltd. |
2025 Q1
|
4/8/2025, 04:35 PM |
1
|
$5.82B
|
| Fifth Third Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:29 PM |
705
|
$1.93B
|
| Peoples Bank/KS |
2025 Q1
|
4/8/2025, 04:25 PM |
331
|
$147M
|
| Cascade Investment Advisors, Inc. |
2025 Q1
|
4/8/2025, 04:23 PM |
113
|
$148M
|
| Nipun Capital, L.P. |
2025 Q1
|
4/8/2025, 04:19 PM |
10
|
$170M
|
| BURR FINANCIAL SERVICES, LLC |
2025 Q1
|
4/8/2025, 04:17 PM |
35
|
$127M
|
| Cerro Pacific Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:15 PM |
163
|
$302M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2025 Q1
|
4/8/2025, 04:14 PM |
57
|
$147M
|
| Verde Capital Management |
2025 Q1
|
4/8/2025, 04:13 PM |
64
|
$351M
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2025 Q1
|
4/8/2025, 04:11 PM |
205
|
$357M
|
| Veery Capital, LLC |
2025 Q1
|
4/8/2025, 04:10 PM |
92
|
$257M
|
| Presidio Capital Management, LLC |
2025 Q1
|
4/8/2025, 04:08 PM |
69
|
$240M
|
| IVC Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:04 PM |
162
|
$186M
|
| MYECFO, LLC |
2025 Q1
|
4/8/2025, 04:03 PM |
58
|
$189M
|
| Marion Wealth Management |
2025 Q1
|
4/8/2025, 04:03 PM |
128
|
$374M
|
| J2 Capital Management Inc |
2025 Q1
|
4/8/2025, 04:03 PM |
104
|
$109M
|
| Aletheian Wealth Advisors LLC |
2025 Q1
|
4/8/2025, 04:00 PM |
95
|
$178M
|
| ABNER HERRMAN & BROCK LLC |
2025 Q1
|
4/8/2025, 03:58 PM |
53
|
$783M
|
| Taylor & Morgan Wealth Management, LLC |
2025 Q1
|
4/8/2025, 03:56 PM |
66
|
$133M
|
| Bowman & Co S.C. |
2025 Q1
|
4/8/2025, 03:53 PM |
109
|
$204M
|
| Sterneck Capital Management, LLC |
2025 Q1
|
4/8/2025, 03:52 PM |
100
|
$185M
|
| Allied Investment Advisors, LLC |
2025 Q1
|
4/8/2025, 03:36 PM |
86
|
$527M
|
| Whitcomb & Hess, Inc. |
2025 Q1
|
4/8/2025, 03:28 PM |
54
|
$330M
|
| Boston Standard Wealth Management, LLC |
2025 Q1
|
4/8/2025, 03:23 PM |
47
|
$455M
|
| Asset Management Advisors, LLC |
2025 Q1
|
4/8/2025, 03:21 PM |
16
|
$147M
|
| CATALYST PRIVATE WEALTH, LLC |
2025 Q1
|
4/8/2025, 03:19 PM |
78
|
$205M
|
| Stolper Co |
2025 Q1
|
4/8/2025, 03:12 PM |
87
|
$305M
|
| Asset Allocation & Management Company, LLC |
2025 Q1
|
4/8/2025, 03:08 PM |
90
|
$198M
|
| FIRST COMMUNITY TRUST NA |
2025 Q1
|
4/8/2025, 02:59 PM |
313
|
$114M
|
| Trust Co |
2025 Q1
|
4/8/2025, 02:48 PM |
446
|
$842M
|
| Rooted Wealth Advisors, Inc. |
2025 Q1
|
4/8/2025, 02:41 PM |
92
|
$232M
|
| Livelsberger Financial Advisory |
2025 Q1
|
4/8/2025, 02:40 PM |
5
|
$2.09M
|
| Weinberger Asset Management, Inc |
2025 Q1
|
4/8/2025, 02:38 PM |
80
|
$233M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/8/2025, 02:38 PM |
252
|
$1.16B
|
| Pacifica Partners Inc. |
2025 Q1
|
4/8/2025, 02:32 PM |
513
|
$219M
|
| MEYER HANDELMAN CO |
2025 Q1
|
4/8/2025, 02:20 PM |
213
|
$2.87B
|
| Boit C F David |
2025 Q1
|
4/8/2025, 02:19 PM |
128
|
$199M
|
| Shearwater Capital LLC |
2025 Q1 - Restatement
|
4/8/2025, 02:15 PM |
45
|
$142M
|
| Greenfield FTC, Inc. |
2025 Q1
|
4/8/2025, 02:14 PM |
3
|
$431M
|
| Highland Financial Advisors, LLC |
2025 Q1
|
4/8/2025, 02:04 PM |
53
|
$280M
|
| New Hampshire Trust |
2025 Q1
|
4/8/2025, 01:58 PM |
174
|
$437M
|
| Avondale Wealth Management |
2025 Q1
|
4/8/2025, 01:57 PM |
112
|
$159M
|
| Fulcrum Capital LLC |
2025 Q1
|
4/8/2025, 01:45 PM |
106
|
$451M
|
| Shearwater Capital LLC |
2025 Q1
|
4/8/2025, 01:43 PM |
43
|
$130M
|
| James J. Burns & Company, LLC |
2025 Q1
|
4/8/2025, 01:37 PM |
143
|
$558M
|
| iA Global Asset Management Inc. |
2024 Q2 - Restatement
|
4/8/2025, 01:27 PM |
468
|
$5.24B
|
| iA Global Asset Management Inc. |
2024 Q1 - Restatement
|
4/8/2025, 01:21 PM |
462
|
$4.89B
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q1
|
4/8/2025, 01:11 PM |
147
|
$898M
|
| iA Global Asset Management Inc. |
2023 Q4 - Restatement
|
4/8/2025, 01:04 PM |
464
|
$4.33B
|
| Investors Research Corp |
2025 Q1
|
4/8/2025, 01:03 PM |
960
|
$462M
|
| May Barnhard Investments LLC |
2024 Q3
|
4/8/2025, 12:50 PM |
82
|
$205M
|
| Atlas Brown,Inc. |
2025 Q1
|
4/8/2025, 12:50 PM |
213
|
$285M
|
| May Barnhard Investments LLC |
2024 Q2
|
4/8/2025, 12:48 PM |
82
|
$194M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q1
|
4/8/2025, 12:48 PM |
58
|
$1.03B
|
| May Barnhard Investments LLC |
2024 Q1
|
4/8/2025, 12:47 PM |
80
|
$200M
|
| May Barnhard Investments LLC |
2023 Q4
|
4/8/2025, 12:45 PM |
82
|
$194M
|
| Waycross Investment Management Co |
2025 Q1
|
4/8/2025, 12:39 PM |
38
|
$88.7M
|
| iA Global Asset Management Inc. |
2023 Q3 - Restatement
|
4/8/2025, 12:32 PM |
461
|
$3.79B
|
| Winthrop Advisory Group LLC |
2025 Q1
|
4/8/2025, 12:31 PM |
156
|
$832M
|
| Kopion Asset Management, LLC |
2025 Q1
|
4/8/2025, 12:29 PM |
20
|
$128M
|
| Somerset Trust Co |
2025 Q1
|
4/8/2025, 12:28 PM |
168
|
$281M
|
| Lantz Financial LLC |
2025 Q1
|
4/8/2025, 12:26 PM |
222
|
$365M
|
| IFG Advisors, LLC |
2025 Q1
|
4/8/2025, 12:20 PM |
149
|
$519M
|
| BTC Capital Management, Inc. |
2025 Q1
|
4/8/2025, 12:17 PM |
202
|
$1.09B
|
| Andrew Hill Investment Advisors, Inc. |
2025 Q1
|
4/8/2025, 12:12 PM |
44
|
$103M
|
| HFG Wealth Management, LLC |
2025 Q1
|
4/8/2025, 12:12 PM |
51
|
$165M
|
| DELPHI MANAGEMENT INC /MA/ |
2025 Q1
|
4/8/2025, 11:35 AM |
78
|
$98.1M
|
| DOLIVER ADVISORS, LP |
2025 Q1
|
4/8/2025, 11:22 AM |
163
|
$356M
|
| Retirement Wealth Solutions LLC |
2025 Q1
|
4/8/2025, 11:17 AM |
419
|
$124M
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2024 Q2 - Restatement
|
4/8/2025, 11:15 AM |
3085
|
$81.6B
|
| BURNS J W & CO INC/NY |
2025 Q1
|
4/8/2025, 11:10 AM |
187
|
$771M
|
| Advisory Alpha, LLC |
2025 Q1
|
4/8/2025, 11:06 AM |
299
|
$1.61B
|
| Legacy Financial Strategies, LLC |
2025 Q1
|
4/8/2025, 10:49 AM |
119
|
$459M
|
| DUALITY ADVISERS, LP |
2025 Q1
|
4/8/2025, 10:22 AM |
0
|
$0
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q1
|
4/8/2025, 10:04 AM |
26
|
$134M
|
| Spartan Planning & Wealth Management |
2025 Q1
|
4/8/2025, 09:40 AM |
65
|
$103M
|
| S.E.E.D. Planning Group LLC |
2025 Q1
|
4/8/2025, 09:35 AM |
73
|
$297M
|
| Red Spruce Capital, LLC |
2025 Q1
|
4/8/2025, 09:31 AM |
91
|
$213M
|
| ROTHSCHILD INVESTMENT LLC |
2025 Q1
|
4/8/2025, 09:30 AM |
3022
|
$1.49B
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q1
|
4/8/2025, 08:51 AM |
185
|
$202M
|
| Lind Value II ApS |
2025 Q1
|
4/8/2025, 08:07 AM |
9
|
$225M
|
| GuoLine Advisory Pte Ltd |
2025 Q1
|
4/8/2025, 06:09 AM |
23
|
$945M
|
| AJU IB Investment Co., Ltd. |
2025 Q1
|
4/8/2025, 06:05 AM |
8
|
$84M
|
| AJU IB Investment Co., Ltd. |
2024 Q4
|
4/8/2025, 06:02 AM |
8
|
$103M
|
| Neumann Advisory Hong Kong Ltd |
2025 Q1
|
4/7/2025, 09:26 PM |
10
|
$233M
|
| FACTORIAL MANAGEMENT Ltd |
2025 Q1
|
4/7/2025, 09:26 PM |
0
|
$0
|
| COOPER INVESTORS PTY LTD |
2020 Q1
|
4/7/2025, 09:24 PM |
41
|
$796M
|
| COOPER INVESTORS PTY LTD |
2019 Q4
|
4/7/2025, 09:06 PM |
41
|
$951M
|
| COOPER INVESTORS PTY LTD |
2019 Q3
|
4/7/2025, 08:52 PM |
40
|
$885M
|
| COOPER INVESTORS PTY LTD |
2019 Q2
|
4/7/2025, 08:45 PM |
33
|
$863M
|
| COOPER INVESTORS PTY LTD |
2019 Q1
|
4/7/2025, 08:24 PM |
34
|
$818M
|
| COOPER INVESTORS PTY LTD |
2018 Q4
|
4/7/2025, 08:13 PM |
32
|
$723M
|
| COOPER INVESTORS PTY LTD |
2018 Q3
|
4/7/2025, 07:29 PM |
33
|
$841M
|
| COOPER INVESTORS PTY LTD |
2018 Q2
|
4/7/2025, 07:17 PM |
34
|
$821M
|
| COOPER INVESTORS PTY LTD |
2018 Q1
|
4/7/2025, 07:10 PM |
35
|
$843M
|
| COOPER INVESTORS PTY LTD |
2017 Q4
|
4/7/2025, 07:04 PM |
34
|
$804M
|
| Global Financial Private Client, LLC |
2025 Q1
|
4/7/2025, 06:30 PM |
1670
|
$262M
|
| Welch Group, LLC |
2025 Q1
|
4/7/2025, 06:21 PM |
266
|
$2.27B
|