| USA FINANCIAL FORMULAS |
2025 Q1
|
4/15/2025, 01:27 PM |
274
|
$606M
|
| My Legacy Advisors, LLC |
2025 Q1
|
4/15/2025, 01:18 PM |
205
|
$259M
|
| Curbstone Financial Management Corp |
2025 Q1
|
4/15/2025, 01:09 PM |
191
|
$474M
|
| ROWLANDMILLER & PARTNERS.ADV |
2025 Q1
|
4/15/2025, 12:55 PM |
185
|
$475M
|
| Redhawk Wealth Advisors, Inc. |
2025 Q1
|
4/15/2025, 12:52 PM |
294
|
$744M
|
| Alhambra Investment Management LLC |
2025 Q1
|
4/15/2025, 12:50 PM |
163
|
$194M
|
| Strategic Equity Management |
2025 Q1
|
4/15/2025, 12:42 PM |
59
|
$238M
|
| CX Institutional |
2025 Q1
|
4/15/2025, 12:40 PM |
1202
|
$2.65B
|
| COLUMBIA ADVISORY PARTNERS LLC |
2025 Q1
|
4/15/2025, 12:29 PM |
72
|
$115M
|
| State Insurance Fund |
2025 Q1
|
4/15/2025, 12:21 PM |
1
|
$186M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/15/2025, 12:18 PM |
76
|
$544M
|
| Latko Wealth Management, Ltd. |
2025 Q1
|
4/15/2025, 11:56 AM |
27
|
$154M
|
| Kozak & Associates, Inc. |
2025 Q1
|
4/15/2025, 11:56 AM |
422
|
$401M
|
| MV CAPITAL MANAGEMENT, INC. |
2025 Q1
|
4/15/2025, 11:49 AM |
1061
|
$932M
|
| Michael S. Ryan, Inc. |
2025 Q1
|
4/15/2025, 11:37 AM |
45
|
$143M
|
| Assenagon Asset Management S.A. |
2025 Q1
|
4/15/2025, 11:03 AM |
1125
|
$56.1B
|
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q1
|
4/15/2025, 11:03 AM |
115
|
$360M
|
| Rockingstone Advisors LLC |
2025 Q1
|
4/15/2025, 11:02 AM |
101
|
$222M
|
| OAK FAMILY ADVISORS, LLC |
2025 Q1
|
4/15/2025, 10:57 AM |
84
|
$241M
|
| Orgel Wealth Management, LLC |
2025 Q1
|
4/15/2025, 10:55 AM |
81
|
$3.85B
|
| BancFirst Trust & Investment Management |
2025 Q1
|
4/15/2025, 10:54 AM |
39
|
$201M
|
| ATWOOD & PALMER INC |
2025 Q1
|
4/15/2025, 10:46 AM |
440
|
$1.44B
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2025 Q1
|
4/15/2025, 10:42 AM |
151
|
$256M
|
| Handelsbanken Fonder AB |
2025 Q1
|
4/15/2025, 10:40 AM |
1527
|
$24.3B
|
| Gibson Capital, LLC |
2025 Q1 - Restatement
|
4/15/2025, 10:39 AM |
78
|
$475M
|
| Terra Alpha Investments LLC |
2025 Q1
|
4/15/2025, 10:37 AM |
33
|
$92.1M
|
| William Marsh Rice University |
2024 Q4 - New Holdings
|
4/15/2025, 10:36 AM |
1
|
$132M
|
| Collier Financial |
2025 Q1
|
4/15/2025, 10:35 AM |
126
|
$118M
|
| BFI Infinity Ltd. |
2025 Q1
|
4/15/2025, 10:33 AM |
53
|
$92.6M
|
| Nepsis Inc. |
2025 Q1
|
4/15/2025, 10:32 AM |
29
|
$405M
|
| PETREDIS INVESTMENT ADVISORS LLC |
2025 Q1
|
4/15/2025, 10:32 AM |
100
|
$957M
|
| Sanibel Captiva Trust Company, Inc. |
2025 Q1
|
4/15/2025, 10:31 AM |
390
|
$3.08B
|
| William Marsh Rice University |
2025 Q1
|
4/15/2025, 10:30 AM |
3
|
$237M
|
| Corrigan Financial, Inc. |
2025 Q1
|
4/15/2025, 10:21 AM |
44
|
$485M
|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
2025 Q1
|
4/15/2025, 10:20 AM |
3
|
$173M
|
| Avanza Fonder AB |
2025 Q1
|
4/15/2025, 10:17 AM |
460
|
$3.05B
|
| FCF Advisors LLC |
2025 Q1
|
4/15/2025, 10:17 AM |
82
|
$637M
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2025 Q1
|
4/15/2025, 10:14 AM |
432
|
$1.83B
|
| Walker Asset Management, LLC |
2025 Q1
|
4/15/2025, 10:07 AM |
139
|
$165M
|
| IBEX WEALTH ADVISORS |
2025 Q1
|
4/15/2025, 10:05 AM |
122
|
$756M
|
| HOME FEDERAL BANK OF TENNESSEE |
2025 Q1
|
4/15/2025, 10:03 AM |
82
|
$338M
|
| FRANKLIN STREET ADVISORS INC /NC |
2025 Q1
|
4/15/2025, 09:57 AM |
161
|
$1.42B
|
| Integrated Advisors Network LLC |
2025 Q1
|
4/15/2025, 09:57 AM |
703
|
$1.98B
|
| Trueblood Wealth Management, LLC |
2025 Q1
|
4/15/2025, 09:56 AM |
235
|
$216M
|
| Sarasin & Partners LLP |
2025 Q1 - Restatement
|
4/15/2025, 09:55 AM |
81
|
$9.22B
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
2025 Q1
|
4/15/2025, 09:53 AM |
154
|
$313M
|
| Ipsen Advisor Group LLC |
2025 Q1
|
4/15/2025, 09:52 AM |
93
|
$116M
|
| Vestment Financial LLC |
2025 Q1
|
4/15/2025, 09:50 AM |
38
|
$139M
|
| SG Americas Securities, LLC |
2025 Q1
|
4/15/2025, 09:49 AM |
2988
|
$29.3B
|
| Financial Council, LLC |
2025 Q1
|
4/15/2025, 09:44 AM |
87
|
$186M
|
| CENTRAL VALLEY ADVISORS, LLC |
2025 Q1
|
4/15/2025, 09:42 AM |
123
|
$264M
|
| Curated Wealth Partners LLC |
2025 Q1
|
4/15/2025, 09:41 AM |
150
|
$773M
|
| DIVIDEND ASSETS CAPITAL, LLC |
2025 Q1
|
4/15/2025, 09:34 AM |
142
|
$528M
|
| Paragon Advisors, LLC |
2025 Q1
|
4/15/2025, 09:28 AM |
85
|
$264M
|
| First National Bank of Mount Dora, Trust Investment Services |
2025 Q1
|
4/15/2025, 08:51 AM |
129
|
$409M
|
| Manitou Investment Management Ltd. |
2025 Q1
|
4/15/2025, 08:47 AM |
65
|
$514M
|
| SJS Investment Consulting Inc. |
2025 Q1
|
4/15/2025, 08:41 AM |
1601
|
$586M
|
| Sonora Investment Management Group, LLC |
2025 Q1
|
4/15/2025, 08:35 AM |
302
|
$1.26B
|
| Ameliora Wealth Management Ltd. |
2025 Q1
|
4/15/2025, 07:31 AM |
238
|
$266M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2025 Q1
|
4/15/2025, 07:07 AM |
569
|
$1.77B
|
| Crescent Sterling, Ltd. |
2025 Q1
|
4/14/2025, 08:55 PM |
75
|
$97.5M
|
| MADDEN SECURITIES Corp |
2025 Q1
|
4/14/2025, 08:43 PM |
116
|
$258M
|
| Accurate Wealth Management, LLC |
2025 Q1
|
4/14/2025, 08:36 PM |
374
|
$524M
|
| Ayrshire Capital Management LLC |
2025 Q1
|
4/14/2025, 08:25 PM |
50
|
$207M
|
| Prairie Sky Financial Group LLC |
2025 Q1
|
4/14/2025, 08:25 PM |
73
|
$168M
|
| Kingstone Capital Partners Texas, LLC |
2025 Q1
|
4/14/2025, 08:20 PM |
52
|
$124M
|
| Shira Ridge Wealth Management |
2025 Q1
|
4/14/2025, 08:10 PM |
75
|
$201M
|
| Attessa Capital LLC |
2025 Q1
|
4/14/2025, 08:07 PM |
39
|
$153M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q1
|
4/14/2025, 07:42 PM |
283
|
$459M
|
| Michael A. Dubis Financial Planning, LLC |
2025 Q1
|
4/14/2025, 07:35 PM |
45
|
$103M
|
| COOPER INVESTORS PTY LTD |
2022 Q3 - New Holdings
|
4/14/2025, 07:13 PM |
41
|
$1.06B
|
| Kanen Wealth Management LLC |
2025 Q1
|
4/14/2025, 06:28 PM |
23
|
$248M
|
| Simplicity Wealth,LLC |
2025 Q1
|
4/14/2025, 06:28 PM |
561
|
$1.29B
|
| WEST PACES ADVISORS INC. |
2025 Q1
|
4/14/2025, 06:07 PM |
563
|
$439M
|
| GAMMA Investing LLC |
2025 Q1 - Restatement
|
4/14/2025, 05:53 PM |
3793
|
$1.33B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2025 Q1
|
4/14/2025, 05:39 PM |
132
|
$247M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/14/2025, 05:36 PM |
89
|
$986M
|
| Wealthcare Advisory Partners LLC |
2025 Q1
|
4/14/2025, 05:34 PM |
903
|
$3.73B
|
| TRUST CO OF OKLAHOMA |
2025 Q1
|
4/14/2025, 05:33 PM |
131
|
$290M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q1
|
4/14/2025, 05:32 PM |
281
|
$741M
|
| PROSPERA PRIVATE WEALTH, LLC |
2025 Q1
|
4/14/2025, 05:31 PM |
224
|
$575M
|
| Requisite Capital Management, LLC |
2025 Q1
|
4/14/2025, 05:31 PM |
87
|
$443M
|
| REGATTA CAPITAL GROUP, LLC |
2025 Q1
|
4/14/2025, 05:29 PM |
187
|
$516M
|
| Parisi Gray Wealth Management |
2025 Q1
|
4/14/2025, 05:27 PM |
110
|
$306M
|
| Panoramic Capital Partners, LLC |
2025 Q1
|
4/14/2025, 05:26 PM |
52
|
$97M
|
| Objectivity Squared, LLC |
2025 Q1
|
4/14/2025, 05:23 PM |
44
|
$119M
|
| Octavia Wealth Advisors, LLC |
2025 Q1
|
4/14/2025, 05:21 PM |
231
|
$824M
|
| Bruce G. Allen Investments, LLC |
2025 Q1
|
4/14/2025, 05:20 PM |
1087
|
$126M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2025 Q1
|
4/14/2025, 05:19 PM |
68
|
$118M
|
| MIDLAND WEALTH ADVISORS LLC |
2025 Q1
|
4/14/2025, 05:17 PM |
179
|
$1.7B
|
| International Private Wealth Advisors LLC |
2025 Q1
|
4/14/2025, 05:15 PM |
153
|
$104M
|
| Investment Advisory Group, LLC |
2025 Q1
|
4/14/2025, 05:13 PM |
168
|
$299M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2025 Q1
|
4/14/2025, 05:12 PM |
78
|
$244M
|
| Everest Management Corp. |
2025 Q1
|
4/14/2025, 05:10 PM |
51
|
$110M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q1
|
4/14/2025, 05:08 PM |
234
|
$530M
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/14/2025, 05:00 PM |
1901
|
$8.61B
|
| HARBOR CAPITAL ADVISORS, INC. |
2025 Q1
|
4/14/2025, 04:58 PM |
1400
|
$2.19B
|
| TRUEFG, LLC |
2025 Q1
|
4/14/2025, 04:45 PM |
50
|
$304M
|
| Bridge City Capital, LLC |
2025 Q1
|
4/14/2025, 04:38 PM |
105
|
$333M
|
| Olstein Capital Management, L.P. |
2025 Q1
|
4/14/2025, 04:38 PM |
98
|
$543M
|