| DEFINED WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025, 03:15 PM |
108
|
$149M
|
| Wealth Advisors Northwest LLC |
2025 Q1
|
4/16/2025, 03:14 PM |
55
|
$158M
|
| Stanley-Laman Group, Ltd. |
2025 Q1
|
4/16/2025, 03:06 PM |
283
|
$649M
|
| Signature Resources Capital Management, LLC |
2025 Q1
|
4/16/2025, 02:49 PM |
379
|
$116M
|
| Mount Yale Investment Advisors, LLC |
2025 Q1
|
4/16/2025, 02:45 PM |
527
|
$1.17B
|
| Krilogy Financial LLC |
2025 Q1
|
4/16/2025, 02:37 PM |
222
|
$1.54B
|
| Tudor Financial Inc. |
2025 Q1
|
4/16/2025, 02:37 PM |
135
|
$167M
|
| West Branch Capital LLC |
2025 Q1
|
4/16/2025, 02:33 PM |
529
|
$300M
|
| Howard Capital Management Group, LLC |
2025 Q1
|
4/16/2025, 02:31 PM |
138
|
$1.28B
|
| Sowa Financial Group, Inc. |
2025 Q1
|
4/16/2025, 02:25 PM |
29
|
$152M
|
| Osprey Private Wealth LLC |
2025 Q1
|
4/16/2025, 02:21 PM |
48
|
$169M
|
| General Catalyst Group Management, LLC |
2025 Q1
|
4/16/2025, 02:19 PM |
11
|
$888M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2025 Q1
|
4/16/2025, 02:15 PM |
122
|
$359M
|
| Private Wealth Group, LLC |
2025 Q1
|
4/16/2025, 02:12 PM |
58
|
$170M
|
| Dodds Wealth, LLC |
2025 Q1
|
4/16/2025, 02:09 PM |
59
|
$307M
|
| Jacksonville Wealth Management, LLC |
2025 Q1
|
4/16/2025, 01:59 PM |
60
|
$102M
|
| BAR HARBOR WEALTH MANAGEMENT |
2025 Q1
|
4/16/2025, 01:57 PM |
255
|
$1.51B
|
| Martel Wealth Advisors Inc |
2025 Q1
|
4/16/2025, 01:52 PM |
69
|
$502M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2025 Q1
|
4/16/2025, 01:52 PM |
37
|
$138M
|
| TWIN PEAKS WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025, 01:51 PM |
140
|
$220M
|
| Sanchez Wealth Management Group |
2025 Q1
|
4/16/2025, 01:51 PM |
46
|
$368M
|
| Schoolcraft Capital LLC |
2025 Q1
|
4/16/2025, 01:48 PM |
74
|
$509M
|
| Prysm Capital, L.P. |
2025 Q1
|
4/16/2025, 01:47 PM |
1
|
$9.61M
|
| Bensler, LLC |
2025 Q1
|
4/16/2025, 01:46 PM |
157
|
$799M
|
| Lynch Asset Management, Inc. |
2025 Q1
|
4/16/2025, 01:45 PM |
44
|
$223M
|
| Seros Financial, LLC |
2025 Q1
|
4/16/2025, 01:43 PM |
55
|
$134M
|
| CROWLEY WEALTH MANAGEMENT, INC. |
2025 Q1
|
4/16/2025, 01:43 PM |
408
|
$105M
|
| Centurion Wealth Management LLC |
2025 Q1
|
4/16/2025, 01:42 PM |
214
|
$317M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2025 Q1
|
4/16/2025, 01:41 PM |
126
|
$540M
|
| Donald L. Hagan, LLC |
2025 Q1
|
4/16/2025, 01:35 PM |
91
|
$192M
|
| Relyea Zuckerberg Hanson LLC |
2025 Q1
|
4/16/2025, 01:34 PM |
252
|
$742M
|
| F&V Capital Management, LLC |
2025 Q1
|
4/16/2025, 01:33 PM |
55
|
$385M
|
| KELLY FINANCIAL GROUP LLC |
2025 Q1
|
4/16/2025, 01:30 PM |
80
|
$316M
|
| High Probability Advisors, LLC |
2025 Q1
|
4/16/2025, 01:28 PM |
55
|
$600M
|
| Cypress Point Wealth Management, LLC |
2025 Q1
|
4/16/2025, 01:26 PM |
68
|
$315M
|
| HICKORY ASSET MANAGEMENT, INC. |
2025 Q1
|
4/16/2025, 01:25 PM |
89
|
$113M
|
| RTD Financial Advisors, Inc. |
2025 Q1
|
4/16/2025, 01:22 PM |
117
|
$744M
|
| New Century Financial Group, LLC |
2025 Q1
|
4/16/2025, 01:20 PM |
130
|
$86.5M
|
| CVA Family Office, LLC |
2025 Q1
|
4/16/2025, 01:19 PM |
1386
|
$652M
|
| Powers Advisory Group, LLC |
2025 Q1
|
4/16/2025, 01:18 PM |
107
|
$210M
|
| Sound Stewardship, LLC |
2025 Q1
|
4/16/2025, 01:16 PM |
60
|
$176M
|
| Everhart Financial Group, Inc. |
2025 Q1
|
4/16/2025, 01:12 PM |
328
|
$731M
|
| Marshall Financial Group, LLC |
2025 Q1
|
4/16/2025, 01:11 PM |
232
|
$458M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/16/2025, 01:10 PM |
164
|
$888M
|
| PUFF WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/16/2025, 01:08 PM |
74
|
$56.6M
|
| HILLTOP WEALTH ADVISORS, LLC |
2025 Q1
|
4/16/2025, 01:06 PM |
51
|
$177M
|
| Randolph Co Inc |
2025 Q1
|
4/16/2025, 01:05 PM |
45
|
$854M
|
| BigSur Wealth Management LLC |
2025 Q1
|
4/16/2025, 12:57 PM |
152
|
$369M
|
| New England Research & Management, Inc. |
2025 Q1
|
4/16/2025, 12:54 PM |
145
|
$197M
|
| Metropolis Capital Ltd |
2025 Q1
|
4/16/2025, 12:49 PM |
15
|
$2.69B
|
| CALDWELL SUTTER CAPITAL, INC. |
2025 Q1
|
4/16/2025, 12:43 PM |
887
|
$210M
|
| Pullen Investment Management, LLC |
2025 Q1
|
4/16/2025, 12:42 PM |
104
|
$158M
|
| Steele Capital Management, Inc. |
2025 Q1
|
4/16/2025, 12:41 PM |
79
|
$1.92B
|
| Ipswich Investment Management Co., Inc. |
2025 Q1
|
4/16/2025, 12:37 PM |
186
|
$403M
|
| Byrne Asset Management LLC |
2025 Q1
|
4/16/2025, 12:30 PM |
558
|
$135M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q1
|
4/16/2025, 12:25 PM |
105
|
$1.18B
|
| Capstone Wealth Management, LLC |
2025 Q1
|
4/16/2025, 12:23 PM |
49
|
$100M
|
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2025 Q1
|
4/16/2025, 12:23 PM |
38
|
$165M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2025 Q1
|
4/16/2025, 12:17 PM |
1746
|
$3.15B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q1
|
4/16/2025, 12:15 PM |
2930
|
$52.3B
|
| Goldstone Financial Group, LLC |
2025 Q1
|
4/16/2025, 12:14 PM |
202
|
$661M
|
| HMV Wealth Advisors, LLC |
2025 Q1
|
4/16/2025, 12:08 PM |
80
|
$126M
|
| Hassell Wealth Management, LLC |
2025 Q1
|
4/16/2025, 11:59 AM |
25
|
$234M
|
| NorthCrest Asset Manangement, LLC |
2025 Q1
|
4/16/2025, 11:59 AM |
589
|
$3.31B
|
| Sky Investment Group LLC |
2025 Q1
|
4/16/2025, 11:56 AM |
137
|
$542M
|
| Aubrey Capital Management Ltd |
2025 Q1
|
4/16/2025, 11:44 AM |
52
|
$249M
|
| TOBAM |
2025 Q1
|
4/16/2025, 11:41 AM |
251
|
$234M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2025 Q1
|
4/16/2025, 11:39 AM |
226
|
$1.33B
|
| Paragon Capital Management Ltd |
2025 Q1
|
4/16/2025, 11:30 AM |
196
|
$485M
|
| Verity & Verity, LLC |
2025 Q1
|
4/16/2025, 11:30 AM |
128
|
$1.14B
|
| NORTHWESTERN UNIVERSITY |
2025 Q1
|
4/16/2025, 11:25 AM |
5
|
$62.5M
|
| DELTA CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/16/2025, 11:25 AM |
102
|
$171M
|
| ALBERT D MASON INC |
2025 Q1
|
4/16/2025, 11:19 AM |
143
|
$147M
|
| Quintet Private Bank (Europe) S.A. |
2025 Q1
|
4/16/2025, 11:13 AM |
205
|
$1.7B
|
| GEN Financial Management, INC. |
2025 Q1
|
4/16/2025, 11:05 AM |
51
|
$148M
|
| RMR Wealth Builders |
2025 Q1
|
4/16/2025, 11:04 AM |
259
|
$950M
|
| LILLY ENDOWMENT INC |
2025 Q1
|
4/16/2025, 11:04 AM |
1
|
$79.3B
|
| Accordant Advisory Group Inc |
2025 Q1 - Restatement
|
4/16/2025, 11:02 AM |
148
|
$102M
|
| Inflection Point Investments LLP |
2025 Q1
|
4/16/2025, 11:01 AM |
9
|
$46M
|
| RFG HOLDINGS, INC. |
2025 Q1
|
4/16/2025, 10:54 AM |
59
|
$307M
|
| Birch Capital Management, LLC |
2025 Q1
|
4/16/2025, 10:52 AM |
82
|
$192M
|
| Willis Investment Counsel |
2025 Q1
|
4/16/2025, 10:48 AM |
117
|
$1.49B
|
| Legacy Trust |
2025 Q1
|
4/16/2025, 10:47 AM |
159
|
$415M
|
| Gutierrez Wealth Advisory, LLC |
2024 Q4 - Restatement
|
4/16/2025, 10:44 AM |
45
|
$121M
|
| Baker Chad R |
2025 Q1
|
4/16/2025, 10:44 AM |
50
|
$491M
|
| Thomasville National Bank |
2025 Q1
|
4/16/2025, 10:36 AM |
233
|
$1.37B
|
| ROCKLAND TRUST CO |
2025 Q1
|
4/16/2025, 10:36 AM |
275
|
$1.99B
|
| Liberty Capital Management, Inc. |
2025 Q1
|
4/16/2025, 10:27 AM |
161
|
$449M
|
| Parkside Investments, LLC |
2025 Q1
|
4/16/2025, 10:27 AM |
91
|
$679M
|
| GraniteShares Advisors LLC |
2025 Q1
|
4/16/2025, 10:16 AM |
90
|
$157M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/16/2025, 10:16 AM |
76
|
$475M
|
| BTS Asset Management, Inc. |
2025 Q1
|
4/16/2025, 10:04 AM |
35
|
$88.6M
|
| Polianta Ltd |
2025 Q1
|
4/16/2025, 10:00 AM |
72
|
$207M
|
| Ballew Advisors, Inc |
2025 Q1
|
4/16/2025, 09:50 AM |
108
|
$149M
|
| May Barnhard Investments LLC |
2025 Q1
|
4/16/2025, 09:19 AM |
92
|
$200M
|
| Union Bancaire Privee, UBP SA |
2025 Q1
|
4/16/2025, 09:02 AM |
509
|
$3.99B
|
| David Wealth Management LLC |
2025 Q1
|
4/16/2025, 08:58 AM |
49
|
$120M
|
| Compagnie Lombard Odier SCmA |
2025 Q1
|
4/16/2025, 08:32 AM |
464
|
$8.15B
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
2025 Q1
|
4/16/2025, 08:10 AM |
40
|
$703M
|
| Naria Inc. |
2025 Q1
|
4/16/2025, 08:06 AM |
1
|
$391M
|