| Newport Capital Group, LLC |
2025 Q1
|
4/17/2025, 09:57 AM |
59
|
$139M
|
| BayBridge Capital Group, LLC |
2025 Q1
|
4/17/2025, 09:54 AM |
87
|
$139M
|
| Atlas Private Wealth Advisors |
2025 Q1
|
4/17/2025, 09:54 AM |
184
|
$717M
|
| RWWM, Inc. |
2025 Q1
|
4/17/2025, 09:52 AM |
19
|
$1.24B
|
| COMPASS CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/17/2025, 09:51 AM |
35
|
$1.52B
|
| SFM, LLC |
2025 Q1
|
4/17/2025, 09:51 AM |
56
|
$136M
|
| SFM, LLC |
2024 Q4
|
4/17/2025, 09:50 AM |
59
|
$142M
|
| SFM, LLC |
2024 Q3
|
4/17/2025, 09:50 AM |
55
|
$133M
|
| SFM, LLC |
2024 Q2
|
4/17/2025, 09:50 AM |
55
|
$133M
|
| SFM, LLC |
2024 Q1
|
4/17/2025, 09:50 AM |
55
|
$131M
|
| SFM, LLC |
2023 Q4
|
4/17/2025, 09:49 AM |
57
|
$121M
|
| PayPay Securities Corp |
2025 Q1
|
4/17/2025, 09:49 AM |
270
|
$1.74M
|
| Crane Advisory, LLC |
2025 Q1
|
4/17/2025, 09:49 AM |
44
|
$553M
|
| Keystone Wealth Services, LLC |
2025 Q1
|
4/17/2025, 09:48 AM |
268
|
$369M
|
| ACCESS FINANCIAL SERVICES, INC. |
2025 Q1
|
4/17/2025, 09:48 AM |
95
|
$249M
|
| Good Life Advisors, LLC |
2025 Q1
|
4/17/2025, 09:47 AM |
494
|
$1.42B
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q1
|
4/17/2025, 09:46 AM |
149
|
$248M
|
| ABS Direct Equity Fund LLC |
2025 Q1
|
4/17/2025, 09:45 AM |
42
|
$74.8M
|
| TRUST CO OF TOLEDO NA /OH/ |
2025 Q1
|
4/17/2025, 09:34 AM |
237
|
$755M
|
| James Hambro & Partners LLP |
2025 Q1
|
4/17/2025, 09:30 AM |
54
|
$2.4B
|
| EXCHANGE TRADED CONCEPTS, LLC |
2025 Q1
|
4/17/2025, 09:09 AM |
1249
|
$5.6B
|
| Cornell Pochily Investment Advisors, Inc. |
2025 Q1
|
4/17/2025, 08:57 AM |
165
|
$284M
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
2025 Q1
|
4/17/2025, 08:43 AM |
190
|
$3.4B
|
| Sound Income Strategies, LLC |
2025 Q1
|
4/17/2025, 08:27 AM |
1534
|
$1.69B
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/17/2025, 06:02 AM |
116
|
$88.2M
|
| CogentBlue Wealth Advisors, LLC |
2025 Q1
|
4/16/2025, 09:59 PM |
67
|
$114M
|
| Foster Victor Wealth Advisors, LLC |
2025 Q1
|
4/16/2025, 09:57 PM |
195
|
$1.24B
|
| PACIFIC SUN FINANCIAL CORP |
2025 Q1
|
4/16/2025, 09:56 PM |
178
|
$176M
|
| Scott Capital Advisors, LLC |
2025 Q1
|
4/16/2025, 09:55 PM |
50
|
$335M
|
| Aries Wealth Management |
2025 Q1
|
4/16/2025, 09:54 PM |
226
|
$368M
|
| RITHOLTZ WEALTH MANAGEMENT |
2025 Q1
|
4/16/2025, 09:53 PM |
920
|
$3.35B
|
| Morey & Quinn Wealth Partners, LLC |
2025 Q1
|
4/16/2025, 09:52 PM |
125
|
$121M
|
| Massachusetts Wealth Management |
2025 Q1
|
4/16/2025, 09:49 PM |
83
|
$146M
|
| Tenon Financial LLC |
2025 Q1
|
4/16/2025, 09:49 PM |
46
|
$162M
|
| David J Yvars Group |
2025 Q1
|
4/16/2025, 09:48 PM |
67
|
$127M
|
| BLODGETT WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025, 09:48 PM |
61
|
$117M
|
| Biltmore Wealth Management, LLC |
2025 Q1
|
4/16/2025, 09:47 PM |
58
|
$237M
|
| Affinity Capital Advisors, LLC |
2025 Q1
|
4/16/2025, 09:46 PM |
154
|
$504M
|
| Dynamic Advisor Solutions LLC |
2025 Q1
|
4/16/2025, 09:46 PM |
843
|
$3.03B
|
| James Reed Financial Services, Inc. |
2025 Q1
|
4/16/2025, 09:45 PM |
16
|
$89.7M
|
| DOHJ, LLC |
2025 Q1
|
4/16/2025, 09:43 PM |
148
|
$438M
|
| CANERECTOR INC |
2025 Q1
|
4/16/2025, 09:41 PM |
10
|
$128M
|
| McBroom & Associates, LLC |
2025 Q1
|
4/16/2025, 09:34 PM |
37
|
$175M
|
| FAMILY WEALTH PARTNERS, LLC |
2025 Q1
|
4/16/2025, 09:29 PM |
51
|
$219M
|
| SCRATCH CAPITAL LLC |
2025 Q1
|
4/16/2025, 09:03 PM |
33
|
$96.9M
|
| TCFG WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025, 08:53 PM |
238
|
$199M
|
| MOTIVE WEALTH ADVISORS |
2025 Q1
|
4/16/2025, 08:49 PM |
71
|
$187M
|
| MFA Wealth Services |
2025 Q1
|
4/16/2025, 08:37 PM |
106
|
$122M
|
| Grant Private Wealth Management Inc |
2025 Q1
|
4/16/2025, 08:12 PM |
117
|
$92.7M
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/16/2025, 08:05 PM |
42
|
$153M
|
| WILSEY ASSET MANAGEMENT INC |
2025 Q1
|
4/16/2025, 07:26 PM |
24
|
$499M
|
| American Institute for Advanced Investment Management, LLP |
2025 Q1
|
4/16/2025, 06:54 PM |
143
|
$131M
|
| Atlas Financial Advisors, Inc. |
2024 Q4
|
4/16/2025, 06:46 PM |
40
|
$64.1M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025, 05:54 PM |
194
|
$5.36B
|
| Missouri Trust & Investment Co |
2025 Q1
|
4/16/2025, 05:41 PM |
414
|
$285M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2025 Q1
|
4/16/2025, 05:40 PM |
207
|
$10B
|
| Raub Brock Capital Management LP |
2025 Q1
|
4/16/2025, 05:38 PM |
39
|
$448M
|
| Prentice Wealth Management LLC |
2025 Q1
|
4/16/2025, 05:33 PM |
108
|
$346M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q1
|
4/16/2025, 05:31 PM |
77
|
$578M
|
| Lakeridge Wealth Management LLC |
2025 Q1
|
4/16/2025, 05:15 PM |
151
|
$200M
|
| Greenhouse Wealth Management, LLC |
2025 Q1
|
4/16/2025, 05:14 PM |
53
|
$134M
|
| DOVER ADVISORS, LLC |
2025 Q1
|
4/16/2025, 05:13 PM |
162
|
$230M
|
| EVERPAR ADVISORS LLC |
2025 Q1
|
4/16/2025, 05:12 PM |
252
|
$188M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q1 - Restatement
|
4/16/2025, 05:11 PM |
124
|
$187M
|
| HOEY INVESTMENTS, INC |
2025 Q1
|
4/16/2025, 05:09 PM |
368
|
$505M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025, 05:08 PM |
124
|
$187M
|
| CRA Financial Services, LLC |
2025 Q1
|
4/16/2025, 05:04 PM |
271
|
$584M
|
| LAM GROUP, INC. |
2025 Q1
|
4/16/2025, 04:58 PM |
73
|
$136M
|
| Palouse Capital Management, Inc. |
2025 Q1
|
4/16/2025, 04:57 PM |
136
|
$147M
|
| Opal Wealth Advisors, LLC |
2025 Q1
|
4/16/2025, 04:57 PM |
531
|
$324M
|
| Armbruster Capital Management, Inc. |
2025 Q1
|
4/16/2025, 04:53 PM |
128
|
$501M
|
| IAG Wealth Partners, LLC |
2025 Q1
|
4/16/2025, 04:48 PM |
498
|
$643M
|
| Robbins Farley |
2025 Q1
|
4/16/2025, 04:48 PM |
155
|
$188M
|
| TPG Financial Advisors, LLC |
2025 Q1
|
4/16/2025, 04:47 PM |
65
|
$226M
|
| Pathway Financial Advisors LLC |
2025 Q1
|
4/16/2025, 04:43 PM |
169
|
$555M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2025 Q1
|
4/16/2025, 04:43 PM |
33
|
$185M
|
| Southland Equity Partners LLC |
2025 Q1
|
4/16/2025, 04:43 PM |
229
|
$430M
|
| Capital Investment Services of America, Inc. |
2025 Q1
|
4/16/2025, 04:42 PM |
77
|
$987M
|
| Yoffe Investment Management, LLC |
2025 Q1
|
4/16/2025, 04:38 PM |
112
|
$68.1M
|
| HENNESSY ADVISORS INC |
2025 Q1
|
4/16/2025, 04:35 PM |
295
|
$3B
|
| VISTA FINANCE, LLC |
2025 Q1
|
4/16/2025, 04:35 PM |
54
|
$115M
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2025 Q1
|
4/16/2025, 04:27 PM |
199
|
$817M
|
| Bernard Wealth Management Corp. |
2025 Q1
|
4/16/2025, 04:25 PM |
392
|
$205M
|
| BNC WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025, 04:25 PM |
98
|
$278M
|
| Marmo Financial Group, LLC |
2025 Q1
|
4/16/2025, 04:25 PM |
27
|
$183M
|
| Praetorian Wealth Management, Inc. |
2025 Q1
|
4/16/2025, 04:24 PM |
58
|
$410M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2025 Q1 - New Holdings
|
4/16/2025, 04:12 PM |
303
|
$849M
|
| ShankerValleau Wealth Advisors, Inc. |
2025 Q1
|
4/16/2025, 04:08 PM |
41
|
$308M
|
| Noble Family Wealth, LLC |
2025 Q1
|
4/16/2025, 03:59 PM |
61
|
$363M
|
| Destiny Capital Corp/CO |
2025 Q1
|
4/16/2025, 03:55 PM |
46
|
$147M
|
| TRITONPOINT WEALTH, LLC |
2025 Q1
|
4/16/2025, 03:52 PM |
338
|
$1.05B
|
| MATAURO, LLC |
2025 Q1
|
4/16/2025, 03:46 PM |
125
|
$492M
|
| STOCK YARDS BANK & TRUST CO |
2025 Q1
|
4/16/2025, 03:44 PM |
379
|
$2.81B
|
| Rye Brook Capital LLC |
2025 Q1
|
4/16/2025, 03:36 PM |
20
|
$79.8M
|
| JACKSON SQUARE CAPITAL, LLC |
2025 Q1
|
4/16/2025, 03:35 PM |
132
|
$308M
|
| Meritas Wealth Management, LLC |
2025 Q1
|
4/16/2025, 03:33 PM |
53
|
$171M
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q1
|
4/16/2025, 03:28 PM |
1219
|
$2.87B
|
| OPINICUS CAPITAL, INC. |
2025 Q1
|
4/16/2025, 03:25 PM |
98
|
$113M
|
| CCM INVESTMENT ADVISERS LLC |
2025 Q1
|
4/16/2025, 03:20 PM |
70
|
$815M
|
| ARGUS INVESTORS' COUNSEL, INC. |
2025 Q1
|
4/16/2025, 03:15 PM |
114
|
$131M
|