| RK Asset Management, LLC |
2025 Q1
|
4/2/2025, 11:07 AM |
23
|
$108M
|
| Stash Investments, LLC |
2025 Q1
|
4/2/2025, 10:49 AM |
5
|
$187M
|
| Global Wealth Strategies & Associates |
2025 Q1
|
4/2/2025, 09:01 AM |
471
|
$330M
|
| COOPER INVESTORS PTY LTD |
2012 Q4
|
4/1/2025, 08:40 PM |
22
|
$111M
|
| Rempart Asset Management Inc. |
2025 Q1
|
4/1/2025, 07:03 PM |
34
|
$485M
|
| Penbrook Management LLC |
2025 Q1
|
4/1/2025, 05:02 PM |
107
|
$132M
|
| High Note Wealth, LLC |
2024 Q4
|
4/1/2025, 04:49 PM |
892
|
$384M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q2 - New Holdings
|
4/1/2025, 04:33 PM |
28
|
$159M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q3 - New Holdings
|
4/1/2025, 04:31 PM |
28
|
$169M
|
| LBJ Family Wealth Advisors, Ltd. |
2024 Q4 - New Holdings
|
4/1/2025, 04:28 PM |
29
|
$168M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q1
|
4/1/2025, 04:19 PM |
28
|
$157M
|
| Wealthfront Advisers LLC |
2024 Q4 - Restatement
|
4/1/2025, 04:10 PM |
912
|
$34.2B
|
| Centre Asset Management, LLC |
2025 Q1
|
4/1/2025, 03:55 PM |
70
|
$389M
|
| Hobart Private Capital, LLC |
2025 Q1
|
4/1/2025, 03:55 PM |
99
|
$400M
|
| CULLEN INVESTMENT GROUP, LTD. |
2025 Q1
|
4/1/2025, 03:51 PM |
173
|
$659M
|
| XR Securities LLC |
2025 Q1
|
4/1/2025, 03:38 PM |
0
|
$0
|
| Talon Private Wealth, LLC |
2024 Q3
|
4/1/2025, 03:26 PM |
295
|
$475M
|
| Trust Co of the South |
2025 Q1
|
4/1/2025, 03:05 PM |
121
|
$479M
|
| Talon Private Wealth, LLC |
2024 Q4 - Restatement
|
4/1/2025, 02:37 PM |
293
|
$479M
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
2024 Q4
|
4/1/2025, 02:18 PM |
676
|
$390M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q1
|
4/1/2025, 02:17 PM |
77
|
$1.29B
|
| Modus Advisors, LLC |
2025 Q1
|
4/1/2025, 02:16 PM |
106
|
$305M
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q1
|
4/1/2025, 01:31 PM |
294
|
$6.94B
|
| Glass Jacobson Investment Advisors llc |
2025 Q1
|
4/1/2025, 01:07 PM |
840
|
$305M
|
| Family Wealth Group, LLC |
2024 Q3 - Restatement
|
4/1/2025, 12:57 PM |
122
|
$116M
|
| Family Wealth Group, LLC |
2024 Q2 - Restatement
|
4/1/2025, 12:52 PM |
109
|
$99.1M
|
| Cornerstone Planning, LLC |
2024 Q4
|
4/1/2025, 12:51 PM |
112
|
$262M
|
| Family Wealth Group, LLC |
2024 Q1 - Restatement
|
4/1/2025, 12:50 PM |
108
|
$92.2M
|
| NEVILLE RODIE & SHAW INC |
2025 Q1
|
4/1/2025, 12:49 PM |
247
|
$1.28B
|
| MASSMUTUAL TRUST CO FSB/ADV |
2025 Q1
|
4/1/2025, 12:45 PM |
2356
|
$3.46B
|
| Family Wealth Group, LLC |
2023 Q4 - Restatement
|
4/1/2025, 12:44 PM |
100
|
$80.5M
|
| Stonehearth Capital Management, LLC |
2025 Q1
|
4/1/2025, 12:36 PM |
87
|
$242M
|
| GP Brinson Investments LLC |
2025 Q1
|
4/1/2025, 10:41 AM |
15
|
$228M
|
| Emprise Bank |
2025 Q1
|
4/1/2025, 10:18 AM |
99
|
$187M
|
| First Financial Bank - Trust Division |
2025 Q1
|
4/1/2025, 09:12 AM |
201
|
$1.03B
|