x
Sign In
Subscribe
Investing
Stock Ideas
Stocks
Real-Time Trades
Hedge Funds
HM Pro
My HM
HM Feed
13F Filing Dashboard
Dashboard
13F Filings
Latest 13F Filings
Stock Holders
Stocks to Watch
Popular Stocks
SEC Form 13F
Monitor 13F Filings in Real Time
 
Inst Investors
Hedge Funds
# of Filings 2553 40
% of Exp. Filings 31% 4%
Total Stock Value $2,811.1B $157.2B
Filings of 5-day Intervals
5
10
15
20
25
30
35
40
45
50
1000
2000
3000
4000
 2025-12-31
 2025-09-30
Filing Quarter
2025-12-31
Filing Starts
2026-01-01
Filing Ends
2026-02-16
Last Update
2026-01-28 17:30:01
Institutional Investors
HedgeMind 1000
2552Filing AcceptedFilerTotal Reported Value  
12026-01-28 17:28:06DENTGROUP LLC $145.62M
22026-01-28 17:26:54WEALTH SCIENCE ADVISORS LLC $173.38M
32026-01-28 17:25:23OUTFITTER FINANCIAL LLC $127.11M
42026-01-28 17:18:02NEW PERSPECTIVES INC $288.38M
52026-01-28 17:16:19ATWOOD PALMER INC $1.76B
62026-01-28 17:07:37FIRST FINANCIAL GROUP CORP $117.52M
72026-01-28 17:06:52CORNERSTONE ENTERPRISES LLC $209.02M
82026-01-28 17:06:45NADLER FINANCIAL GROUP INC $1.08B
92026-01-28 17:06:06CABANA LLC $13.35M
102026-01-28 17:05:25GLASSMAN WEALTH SERVICES $741.03M
112026-01-28 17:03:58ARIZONA STATE RETIREMENT SYSTEM $18.38B
122026-01-28 16:58:05FISCHER INVESTMENT STRATEGIES LLC $171.61M
132026-01-28 16:56:11ARKANSAS FINANCIAL GROUP INC $693.56M
142026-01-28 16:54:10DIVERSIFIED ENTERPRISES LLC $1.68B
152026-01-28 16:52:15ENRICH FINANCIAL PARTNERS LLC $366.85M
162026-01-28 16:51:52WINDWARD CAPITAL MANAGEMENT CO CA $1.26B
172026-01-28 16:50:15KERUSSO CAPITAL MANAGEMENT LLC $216.35M
182026-01-28 16:47:16PARADICE INVESTMENT MANAGEMENT LLC $513.47M
192026-01-28 16:46:42U S GLOBAL INVESTORS INC $933.96M
202026-01-28 16:43:51SP ASSET MANAGEMENT LLC $1.26B
212026-01-28 16:36:15MOUNTAIN CAPITAL INVESTMENT ADVISORS INC $619.98M
222026-01-28 16:34:52ASPEN WEALTH STRATEGIES LLC $182.75M
232026-01-28 16:33:59REDW STANLEY FINANCIAL ADVISORS LLC $262.31M
242026-01-28 16:33:57SPECTRUM INVESTMENT ADVISORS INC $199.54M
252026-01-28 16:33:26BRIAUD FINANCIAL PLANNING INC $405.88M
262026-01-28 16:32:10WPG ADVISERS LLC $134.74M
272026-01-28 16:30:57CORA CAPITAL ADVISORS LLC $256.73M
282026-01-28 16:30:26FIELD MAIN BANK $347.05M
292026-01-28 16:30:00CITIZENS NORTHERN CORP $403.55M
302026-01-28 16:28:56LIBRA WEALTH LLC $357.45M
312026-01-28 16:27:37MEMBERS WEALTH LLC $159.68M
322026-01-28 16:27:06AXIS CAPITAL HOLDINGS LTD $284.94M
332026-01-28 16:23:43GOLD INVESTMENT MANAGEMENT LTD $313.27M
342026-01-28 16:23:15MOWERY & SCHOENFELD WEALTH MANAGEMENT LLC $68.99M
352026-01-28 16:23:06CADINHA CO LLC $648.20M
362026-01-28 16:17:10AGP FRANKLIN LLC $213.25M
372026-01-28 16:16:27CHICAGO PARTNERS INVESTMENT GROUP LLC $4.06B
382026-01-28 16:12:51QUENT LONG SHORT GLOBAL SMALL CAP FUND LP $1.39B
392026-01-28 16:11:44NEW ADVISORY SERVICES LLC $1.35B
402026-01-28 16:09:36LIFESTEPS FINANCIAL INC $156.25M
412026-01-28 16:07:51CAPE ANN SAVINGS BANK $194.85M
422026-01-28 16:04:08GENEOS WEALTH MANAGEMENT INC $4.09B
432026-01-28 15:55:55DAVIS REA LTD $399.50M
442026-01-28 15:53:19WHITE PINE INVESTMENT CO $424.40K
452026-01-28 15:52:39AQUAMARINE FINANCIAL (CAYMAN) LTD $1.23B
462026-01-28 15:49:34BADGLEY PHELPS WEALTH MANAGERS LLC $5.46B
472026-01-28 15:47:20LEBENTHAL GLOBAL ADVISORS LLC $648.07M
482026-01-28 15:46:32PROVIDENT WEALTH MANAGEMENT LLC $337.61M
492026-01-28 15:46:17ABSHER WEALTH MANAGEMENT LLC $843.02M
502026-01-28 15:26:34SAGE PRIVATE WEALTH GROUP LLC $186.00M
512026-01-28 15:21:06PEAPOD LANE CAPITAL LLC $117.53M
522026-01-28 15:21:00SAGE ADVISORY SERVICES LTD CO $183.59M
532026-01-28 15:19:19TURTLE CREEK WEALTH ADVISORS LLC $1.27B
542026-01-28 15:17:32NICHOLSON MEYER CAPITAL MANAGEMENT INC $132.20M
552026-01-28 15:16:32LAURUS INVESTMENT COUNSEL INC $122.81M
562026-01-28 15:15:15PHILO SMITH CAPITAL CORP $363.59M
572026-01-28 15:14:19TORRAY LLC $698.38M
582026-01-28 15:12:23ONE RIVER ASSET MANAGEMENT LLC $1.06B
592026-01-28 15:10:35FINANCIAL SYMMETRY INC $245.20M
602026-01-28 15:04:36PEREGRINE CAPITAL MANAGEMENT LLC $3.26B
612026-01-28 15:03:36NVEST WEALTH STRATEGIES INC $136.28M
622026-01-28 15:01:00BOYD WEALTH MANAGEMENT LLC $235.84M
632026-01-28 14:57:57LORING WOLCOTT COOLIDGE FIDUCIARY ADVISORS LLP MA $11.03B
642026-01-28 14:49:33MILESTONE ASSET MANAGEMENT LLC $530.13M
652026-01-28 14:47:34EVERGREEN PRIVATE WEALTH LLC $253.70M
662026-01-28 14:42:33EOS MANAGEMENT LP $254.98M
672026-01-28 14:42:01ALESCO ADVISORS LLC $3.87B
682026-01-28 14:34:27JUNO FINANCIAL GROUP LLC $249.81M
692026-01-28 14:24:00WP ADVISORS LLC $401.52M
702026-01-28 14:20:09RETIREMENT PLANNING CO OF NEW ENGLAND INC $249.29M
712026-01-28 14:18:53MYSTIC ASSET MANAGEMENT INC $441.77M
722026-01-28 14:10:26SCHEAR INVESTMENT ADVISERS LLC $232.36M
732026-01-28 14:01:30PALACIOS WEALTH MANAGEMENT LLC $130.62M
742026-01-28 13:58:15DEKABANK DEUTSCHE GIROZENTRALE $57.86M
752026-01-28 13:54:33AUREUM WEALTH MANAGEMENT LLC $107.76M
762026-01-28 13:50:36AI FINANCIAL SERVICES LLC $210.54M
772026-01-28 13:50:29FAIRWAY WEALTH LLC $370.77M
782026-01-28 13:49:05CAMBRIDGE CAPITAL MANAGEMENT LLC $222.72M
792026-01-28 13:46:15ICG ADVISORS LLC $37.01M
802026-01-28 13:41:35AYRSHIRE CAPITAL MANAGEMENT LLC $217.87M
812026-01-28 13:40:43TTP INVESTMENTS INC $306.56M
822026-01-28 13:39:47O'ROURKE & COMPANY INC $257.11M
832026-01-28 13:39:12MANUKA FINANCIAL LLC $161.08M
842026-01-28 13:35:57TEACHER RETIREMENT SYSTEM OF TEXAS $28.98B
852026-01-28 13:34:36TRAIL RIDGE INVESTMENT ADVISORS LLC $232.54M
862026-01-28 13:30:17WAYPOINT WEALTH COUNSEL $272.74M
872026-01-28 13:26:06DAVIS CAPITAL MANAGEMENT $145.30M
882026-01-28 13:23:19OLD NATIONAL BANCORP IN $6.02B
892026-01-28 13:20:58ARBOR CAPITAL MANAGEMENT INC ADV $119.22M
902026-01-28 13:20:11B METZLER SEEL SOHN & CO AG $11.46B
912026-01-28 13:18:11BULL STREET ADVISORS LLC $215.12K
922026-01-28 13:17:48RJA ASSET MANAGEMENT LLC $282.52M
932026-01-28 13:16:49LEGACY CAPITAL GROUP CALIFORNIA INC $412.71M
942026-01-28 13:06:54CRANBROOK WEALTH MANAGEMENT LLC $507.22M
952026-01-28 13:05:28JOSEPH P LUCIA ASSOCIATES LLC $277.28M
962026-01-28 13:02:16WEALTH MANAGEMENT NEBRASKA $874.77M
972026-01-28 13:00:46OMEGA FINANCIAL GROUP LLC $303.92M
982026-01-28 12:53:43MAY BARNHARD INVESTMENTS LLC $211.62M
992026-01-28 12:53:35HOEY INVESTMENTS INC $751.06M
1002026-01-28 12:51:54MIO PARTNERS INC $444.42M
1012026-01-28 12:47:03DEANE RETIREMENT STRATEGIES INC $241.69M
1022026-01-28 12:42:24WINGATE WEALTH ADVISORS INC $179.23M
1032026-01-28 12:28:04SOUTHERN FARM BUREAU LIFE INSURANCE $968.40K
1042026-01-28 12:23:18MORTON BROWN FAMILY WEALTH LLC $367.25M
1052026-01-28 12:20:17CARNEGIE MELLON UNIVERSITY $89.30M
1062026-01-28 12:18:54G S CAPITAL LLC $283.05M
1072026-01-28 12:16:26FISHMAN JAY A LTD MI $1.22B
1082026-01-28 12:12:12ROCKINGSTONE ADVISORS LLC $219.49M
1092026-01-28 12:11:58UNITED ASSET STRATEGIES INC $1.30B
1102026-01-28 12:10:35FINANCIAL PERSPECTIVES INC $371.18M
1112026-01-28 12:05:21CORE WEALTH MANAGEMENT INC $321.06M
1122026-01-28 12:03:23CABOT WELLINGTON LLC $311.83M
1132026-01-28 12:02:47VILLERE ST DENIS J CO LLC $996.68M
1142026-01-28 12:01:51APPLIED FUNDAMENTAL RESEARCH LLC $100.68M
1152026-01-28 11:58:24CONFLUENCE WEALTH SERVICES INC $2.41B
1162026-01-28 11:54:41EPG WEALTH MANAGEMENT LLC $371.51M
1172026-01-28 11:53:20HB WEALTH MANAGEMENT LLC $15.46B
1182026-01-28 11:43:56DAVIDSON CAPITAL MANAGEMENT INC $462.00M
1192026-01-28 11:36:36GRANT STREET ASSET MANAGEMENT INC $496.53M
1202026-01-28 11:34:49THOMA BRAVO LLC $10.18B
1212026-01-28 11:32:22NORTH POINT PORTFOLIO MANAGERS CORP OH $590.69M
1222026-01-28 11:29:41KANAWHA CAPITAL MANAGEMENT LLC $1.45B
1232026-01-28 11:29:16MARIETTA WEALTH MANAGEMENT LLC $864.53M
1242026-01-28 11:28:39TEAM HEWINS LLC $310.35M
1252026-01-28 11:25:49CAPROCK GROUP INC $4.73B
1262026-01-28 11:24:27BTIM CORP $13.25B
1272026-01-28 11:22:29INVESTMARK ADVISORY GROUP LLC $234.78M
1282026-01-28 11:18:31LETSON INVESTMENT MANAGEMENT INC $272.72M
1292026-01-28 11:18:12KINGSWOOD WEALTH ADVISORS LLC $2.07B
1302026-01-28 11:12:16STORYONE LLC $165.43M
1312026-01-28 11:02:57ISRAEL DISCOUNT BANK OF NEW YORK $36.75M
1322026-01-28 10:58:28SCHMIDT P J INVESTMENT MANAGEMENT INC $614.77M
1332026-01-28 10:54:52BARRETT & COMPANY INC $299.80M
1342026-01-28 10:53:42CORNERSTONE ADVISORY LLP $1.05B
1352026-01-28 10:51:40WEST MICHIGAN ADVISORS LLC $435.59M
1362026-01-28 10:49:02FAMILY WEALTH GROUP LLC $156.98M
1372026-01-28 10:45:43AMARILLO NATIONAL BANK $569.33M
1382026-01-28 10:45:00SERENUS WEALTH ADVISORS LLC $516.53M
1392026-01-28 10:42:39ROTHSCHILD CO WEALTH MANAGEMENT UK LTD $6.36B
1402026-01-28 10:40:46RATHER & KITTRELL INC $621.10M
1412026-01-28 10:36:47HARDESTY CAPITAL MANAGEMENT CORP $572.14M
1422026-01-28 10:34:33HARBOUR TRUST & INVESTMENT MANAGEMENT CO $980.32M
1432026-01-28 10:31:06MEADOW CREEK WEALTH ADVISORS LLC $156.41M
1442026-01-28 10:25:32BEDEL FINANCIAL CONSULTING INC $929.33M
1452026-01-28 10:20:45FIDUCIARY WEALTH PARTNERS LLC $243.88M
1462026-01-28 10:17:17CORTLAND ASSOCIATES INC MO $792.13M
1472026-01-28 10:15:40KAPITALO INVESTIMENTOS LTDA $522.51M
1482026-01-28 10:09:31HEADLAND CAPITAL LLC $359.26M
1492026-01-28 10:06:32ACCRETIVE WEALTH PARTNERS LLC $336.97M
1502026-01-28 10:04:46PROATHLETE WEALTH MANAGEMENT LLC $366.71M
1512026-01-28 09:53:42MOMENTUM WEALTH PLANNING LLC $128.19M
1522026-01-28 09:53:05QUAKER WEALTH MANAGEMENT LLC $315.64M
1532026-01-28 09:51:00RUFFER LLP $2.20B
1542026-01-28 09:36:05GENTRY PRIVATE WEALTH LLC $158.70M
1552026-01-28 09:31:28EMPRISE BANK $240.61M
1562026-01-28 09:26:31GREENCAPE CAPITAL PTY LTD $185.76M
1572026-01-28 09:24:07ALPHINITY INVESTMENT MANAGEMENT PTY LTD $9.88B
1582026-01-28 09:13:31HOBBS GROUP ADVISORS LLC $331.40M
1592026-01-28 09:05:42M T BANK CORP $31.15B
1602026-01-28 09:00:33WALLEYE PARTNERS LLC $90.00M
1612026-01-28 08:50:21CALIBER WEALTH MANAGEMENT LLC KS $929.30M
1622026-01-28 08:46:21PACIFIC ASSET MANAGEMENT LLC $166.56M
1632026-01-28 08:45:12CLARITY FINANCIAL LLC $1.08B
1642026-01-28 08:44:08BCK PARTNERS INC $185.04M
1652026-01-28 08:42:57BIGELOW INVESTMENT ADVISORS LLC $256.01M
1662026-01-28 08:41:09QVR LLC $1.98B
1672026-01-28 08:39:54SOUTHERN CAPITAL ADVISORS LLC $216.75M
1682026-01-28 08:38:54PAPP L ROY ASSOCIATES $904.53M
1692026-01-28 08:37:47CROWN WEALTH GROUP LLC $357.92M
1702026-01-28 08:36:37SILVEROAK WEALTH MANAGEMENT LLC $638.09M
1712026-01-28 08:35:25TRADEMARK FINANCIAL MANAGEMENT LLC $181.74M
1722026-01-28 08:33:48KLP KAPITALFORVALTNING AS $25.90B
1732026-01-28 08:33:15FORM WEALTH ADVISORS LLC $854.20M
1742026-01-28 08:32:14COLUMBIA ASSET MANAGEMENT $562.65M
1752026-01-28 08:30:54APS MANAGEMENT GROUP INC $116.82M
1762026-01-28 08:29:27PMG FAMILY OFFICE LLC $86.52M
1772026-01-28 08:26:19DELTA WEALTH ADVISORS LLC $119.45M
1782026-01-28 08:24:18KEY CLIENT FIDUCIARY ADVISORS LLC $293.28M
1792026-01-28 08:21:18CONSOLIDATED PLANNING CORP $990.43M
1802026-01-28 08:18:31VAUGHAN AND CO SECURITIES INC $193.39M
1812026-01-28 08:17:06WMG FINANCIAL ADVISORS LLC $242.75M
1822026-01-28 08:14:46GLOBAL TRUST WEALTH MANAGEMENT LLC $134.96M
1832026-01-28 08:05:54ABSOLUTE INVESTMENT ADVISERS LLC $877.11M
1842026-01-28 07:36:52DAVIDSON KAHN CAPITAL MANAGEMENT LLC $192.42M
1852026-01-28 07:24:58UNIVERSAL BETEILIGUNGS UND SERVICEGESELLSCHAFT MBH $61.60B
1862026-01-28 07:02:48FORESIGHT CAPITAL MANAGEMENT ADVISORS INC $184.67M
1872026-01-28 06:31:39WALKER FINANCIAL SERVICES INC $275.97M
1882026-01-28 06:27:57EAGLE GLOBAL ADVISORS LLC $2.70B
1892026-01-28 06:25:25BUILDER INVESTMENT GROUP INC ADV $463.02M
1902026-01-28 06:19:09MIGDAL INSURANCE FINANCIAL HOLDINGS LTD $11.63M
1912026-01-28 06:13:46BSN CAPITAL PARTNERS LTD $1.27B
1922026-01-28 06:02:14LAURORE LTD $436.24M
1932026-01-27 21:20:17WIT PARTNERS ADVISORY PTE LTD $288.92M
1942026-01-27 21:16:42FRANCHISE GP LTD $88.76M
1952026-01-27 20:54:43UG INVESTMENT ADVISERS LTD $433.98M
1962026-01-27 20:42:48OVERSEA CHINESE BANKING CORP LTD $3.82B
1972026-01-27 20:18:30CAMPBELL CAPITAL MANAGEMENT INC $297.90K
1982026-01-27 20:18:28FINANCIAL PLAN INC $871.07M
1992026-01-27 19:47:42CROWN ADVISORS MANAGEMENT INC $1.69M
2002026-01-27 19:45:44ELIOT FINKEL INVESTMENT COUNSEL LLC $163.30M
2012026-01-27 19:42:44RAMIAH INVESTMENT GROUP $102.13M
2022026-01-27 19:40:46CARMEL CAPITAL MANAGEMENT L L C $330.02M
2032026-01-27 19:13:07EDGE FINANCIAL ADVISORS LLC $237.65M
2042026-01-27 18:49:18JOHN W ROSENTHAL CAPITAL MANAGEMENT INC $107.93M
2052026-01-27 18:07:24HUDSON VALUE PARTNERS LLC $335.83M
2062026-01-27 17:50:56RETIREMENT NETWORK $691.59M
2072026-01-27 17:47:41CITY STATE BANK $365.11M
2082026-01-27 17:43:11SALOMON LUDWIN LLC $1.13B
2092026-01-27 17:39:55PLANNED SOLUTIONS INC $311.75M
2102026-01-27 17:29:51SUMMIT ROCK ADVISORS LP $228.45K
2112026-01-27 17:28:32PURUS WEALTH MANAGEMENT LLC $320.62M
2122026-01-27 17:15:46ACUITAS INVESTMENTS LLC $496.54K
2132026-01-27 17:12:29OV MANAGEMENT LLC $115.46M
2142026-01-27 17:09:08SHARPER & GRANITE LLC $283.92M
2152026-01-27 17:05:58BOLTHOUSE INVESTMENTS LLC $112.49M
2162026-01-27 17:04:21DSG CAPITAL ADVISORS LLC $656.49M
2172026-01-27 16:59:47ROUND ROCK ADVISORS LLC $665.06M
2182026-01-27 16:58:21EVERGREEN CAPITAL MANAGEMENT LLC $4.48B
2192026-01-27 16:58:20KEYSTONE FINANCIAL SERVICES LLC $146.83M
2202026-01-27 16:54:56ANTONELLI FINANCIAL ADVISORS LLC $152.06M
2212026-01-27 16:46:50OSBORNE PARTNERS CAPITAL MANAGEMENT LLC $1.94B
2222026-01-27 16:35:09HIGHVIEW CAPITAL MANAGEMENT LLC DE $283.46M
2232026-01-27 16:34:46GREYSTONE FINANCIAL GROUP LLC $640.72M
2242026-01-27 16:33:07PRIVATE WEALTH PARTNERS LLC $1.41B
2252026-01-27 16:32:47GRUNDEN FINANCIAL ADVISORY INC $255.94M
2262026-01-27 16:32:32CHECCHI CAPITAL ADVISERS LLC $1.96B
2272026-01-27 16:32:13PFG ADVISORS $2.06B
2282026-01-27 16:31:55SHAYNE CO LLC $330.34M
2292026-01-27 16:31:33BRIGHTON JONES LLC $2.71B
2302026-01-27 16:31:17LEGACY ADVISORS LLC $930.99M
2312026-01-27 16:30:35STERLING FINANCIAL PLANNING INC $331.81M
2322026-01-27 16:29:59PARTNERS HEALTHCARE SYSTEM INC $809.79M
2332026-01-27 16:29:10WARM SPRINGS ADVISORS INC $129.25M
2342026-01-27 16:28:27PRAKASH INVESTMENT ADVISORS LLC $141.09M
2352026-01-27 16:27:53WEALTHCOLLAB LLC $244.45M
2362026-01-27 16:26:29BENNINGFIELD FINANCIAL ADVISORS LLC $127.76M
2372026-01-27 16:26:13MEMBERS ADVISORY GROUP LLC $265.27M
2382026-01-27 16:25:45PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC $1.33B
2392026-01-27 16:25:28PROBITY ADVISORS INC $624.44M
2402026-01-27 16:25:09MOREY & QUINN WEALTH PARTNERS LLC $139.27M
2412026-01-27 16:24:52YORK GP LTD $77.98M
2422026-01-27 16:24:36CFM WEALTH PARTNERS LLC $692.80M
2432026-01-27 16:24:34NORTHERN FINANCIAL ADVISORS INC $87.48M
2442026-01-27 16:24:13LIQUID STRATEGIES LLC $459.39M
2452026-01-27 16:22:43SILVER COAST INVESTMENTS LLC $290.12M
2462026-01-27 16:22:05EMERALD ADVISORS LLC $734.95M
2472026-01-27 16:21:48PAUL DAMON & ASSOCIATES INC $225.11M
2482026-01-27 16:21:29DAVIES FINANCIAL ADVISORS INC $54.06M
2492026-01-27 16:21:16WEALTHSPAN PARTNERS LLC $275.26M
2502026-01-27 16:21:10OPTAS LLC $639.35M
2512026-01-27 16:19:44MY PURPOSEFUL WEALTH CORP $382.07M
2522026-01-27 16:18:24TICINO WEALTH $269.78M
2532026-01-27 16:17:59PAVION BLUE CAPITAL LLC $240.83M
2542026-01-27 16:17:40BREACHWAY INVESTMENTS LLC $94.82M
2552026-01-27 16:17:17SITRIN CAPITAL MANAGEMENT LLC $210.75M
2562026-01-27 16:15:53DRAVO BAY LLC $240.66M
2572026-01-27 16:13:06MERITAGE PORTFOLIO MANAGEMENT $1.51B
2582026-01-27 16:09:52NOVEM GROUP $869.71M
2592026-01-27 16:07:46MICHAEL BRADY & CO LLC $100.21M
2602026-01-27 16:05:36SAGEGUARD FINANCIAL GROUP LLC $628.32M
2612026-01-27 16:04:49BLVD PRIVATE WEALTH LLC $114.88M
2622026-01-27 16:04:19JONES KERTZ & ASSOCIATES INC $194.56M
2632026-01-27 16:03:07AVENUE 1 ADVISORS LLC $325.83M
2642026-01-27 16:01:50RTD FINANCIAL ADVISORS INC $819.53M
2652026-01-27 16:00:39MONTVUE CAPITAL MANAGEMENT INC $150.32M
2662026-01-27 16:00:32BONFIRE FINANCIAL $133.93M
2672026-01-27 15:59:07ABLE WEALTH MANAGEMENT LLC $316.11M
2682026-01-27 15:57:54FINIVI INC $172.88M
2692026-01-27 15:56:17FINANCIAL ADVISORY CORP $687.62M
2702026-01-27 15:55:01STONE POINT WEALTH LLC $368.69M
2712026-01-27 15:50:49ALLEY INVESTMENT MANAGEMENT COMPANY LLC $854.40M
2722026-01-27 15:43:57MIRAMAR FIDUCIARY CORP $129.25M
2732026-01-27 15:33:25RICHARDS MERRILL & PETERSON INC $260.89M
2742026-01-27 15:30:59HOERTKORN RICHARD CHARLES $257.43M
2752026-01-27 15:20:58MEASURED RISK PORTFOLIOS INC $100.87M
2762026-01-27 15:19:11CANNON GLOBAL INVESTMENT MANAGEMENT LLC $39.78M
2772026-01-27 15:17:35DARROW COMPANY INC $222.50M
2782026-01-27 15:17:06PORTFOLIO STRATEGIES INC $863.69M
2792026-01-27 15:15:42SUMMIT FINANCIAL WEALTH ADVISORS LLC $698.62M
2802026-01-27 14:58:0755 NORTH PRIVATE WEALTH LLC $379.51M
2812026-01-27 14:54:23HENNESSY ADVISORS INC $2.82B
2822026-01-27 14:53:28SMITH SALLEY ASSOCIATES $2.02B
2832026-01-27 14:52:05BENCHMARK FINANCIAL WEALTH ADVISORS LLC $348.41M
2842026-01-27 14:50:00WATERFRONT WEALTH INC $526.32M
2852026-01-27 14:47:28GENOA CAPITAL GESTORA DE RECURSOS LTDA $218.80M
2862026-01-27 14:47:16STEELE CAPITAL MANAGEMENT INC $2.33B
2872026-01-27 14:46:28VERT ASSET MANAGEMENT LLC $300.64M
2882026-01-27 14:42:00NNS HOLDING $0.00
2892026-01-27 14:41:10NNS INVESTMENTS (CYPRUS) LTD $0.00
2902026-01-27 14:35:25JOURNEY ADVISORY GROUP LLC $1.19B
2912026-01-27 14:31:09FISCAL WISDOM WEALTH MANAGEMENT LLC $106.12M
2922026-01-27 14:28:45PHIL A YOUNKER & ASSOCIATES LTD $143.41M
2932026-01-27 14:27:07RETIREMENT INCOME SOLUTIONS INC $589.62M
2942026-01-27 14:25:28DUNCKER STREETT CO INC $562.70M
2952026-01-27 14:24:30INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORP $196.95M
2962026-01-27 14:20:12PORTUS WEALTH ADVISORS LLC $105.98M
2972026-01-27 14:17:30AUTUMN GLORY PARTNERS LLC $285.35M
2982026-01-27 14:14:50ANDERSON FISHER LLC $708.11M
2992026-01-27 14:13:06Q3 ASSET MANAGEMENT $436.90K
3002026-01-27 14:12:14MILLS WEALTH ADVISORS LLC $253.56M
3012026-01-27 14:11:44SNOW PHIPPS GROUP LLC $350.70M
3022026-01-27 14:09:26BENCHMARK FINANCIAL LLC $100.33M
3032026-01-27 14:08:24SILPHIUM ASSET MANAGEMENT LTD $235.87M
3042026-01-27 14:03:02CHANEY CAPITAL MANAGEMENT INC $289.77M
3052026-01-27 13:59:32GODSEY GIBB ASSOCIATES $1.11B
3062026-01-27 13:57:20FUNDAMENTA CAPITAL SA $145.95M
3072026-01-27 13:56:53EMISSARY WEALTH LLC $119.03M
3082026-01-27 13:52:52VANTAGEPOINT INVESTMENT ADVISERS LLC $12.42B
3092026-01-27 13:50:51ARNOLD FINANCIAL PLANNING LLC $97.00M
3102026-01-27 13:49:34DAVIDSON TRUST CO $239.81M
3112026-01-27 13:47:52FIDUCIARY ADVISORS INC $131.46M
3122026-01-27 13:46:36CARDINAL STRATEGIC WEALTH GUIDANCE $382.66M
3132026-01-27 13:46:15LAKESIDE ADVISORS INC $156.37M
3142026-01-27 13:44:42PRASAD WEALTH PARTNERS LLC $374.83M
3152026-01-27 13:36:24BUSEY TRUST CO $3.79B
3162026-01-27 13:34:47DAVIDSON INVESTMENT ADVISORS $2.40B
3172026-01-27 13:32:20TD WATERHOUSE CANADA INC $16.08B
3182026-01-27 13:29:45ZURCHER KANTONALBANK ZURICH CANTONALBANK $46.34B
3192026-01-27 13:23:18KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT $288.44M
3202026-01-27 13:14:57STERLING GROUP WEALTH MANAGEMENT LLC $206.60M
3212026-01-27 13:12:56LEISURE CAPITAL MANAGEMENT $301.97M
3222026-01-27 13:07:17ELEVATE WEALTH ADVISORY INC $146.27M
3232026-01-27 13:03:36BANKPLUS TRUST DEPARTMENT $382.25M
3242026-01-27 12:59:46TRED AVON FAMILY WEALTH LLC $307.42M
3252026-01-27 12:52:57REVISOR WEALTH MANAGEMENT LLC $373.51M
3262026-01-27 12:51:00HORST & GRABEN WEALTH MANAGEMENT LLC $662.76M
3272026-01-27 12:49:46MAGNOLIA CAPITAL MANAGEMENT LTD $13.44K
3282026-01-27 12:48:10ACUTE INVESTMENT ADVISORY LLC $10.32M
3292026-01-27 12:47:33JOEL ADAMS & ASSOCIATES INC $133.03M
3302026-01-27 12:43:24FAMILY CAPITAL TRUST CO $306.23M
3312026-01-27 12:42:32CANNON WEALTH MANAGEMENT SERVICES LLC $141.67M
3322026-01-27 12:42:27HIGHROAD WEALTH ADVISORS LLC $104.74M
3332026-01-27 12:41:52CLARK ASSET MANAGEMENT LLC $963.28M
3342026-01-27 12:37:10JEPPSON WEALTH MANAGEMENT LLC $315.85M
3352026-01-27 12:37:09ORIENTAL HARBOR INVESTMENT FUND $1.32B
3362026-01-27 12:27:58ASPIRING VENTURES LLC $293.97M
3372026-01-27 12:26:02MILLER HOWARD INVESTMENTS INC NY $3.31B
3382026-01-27 12:22:28STEPHENSON & COMPANY INC $182.05M
3392026-01-27 12:19:15KRILOGY FINANCIAL LLC $2.94B
3402026-01-27 12:14:29BEACON BRIDGE WEALTH PARTNERS LLC $301.00M
3412026-01-27 12:13:37LODESTAR PRIVATE ASSET MANAGEMENT LLC $996.63M
3422026-01-27 12:12:24HOLCOMBE FINANCIAL INC $159.27M
3432026-01-27 12:08:04HAMILTON CAPITAL PARTNERS LLC $301.07M
3442026-01-27 11:58:22MAYAR CAPITAL LTD $73.65M
3452026-01-27 11:52:42ARCATAUR CAPITAL MANAGEMENT LLC $349.29M
3462026-01-27 11:52:31JAPAN POST HOLDINGS CO LTD $5.77B
3472026-01-27 11:45:51VISION CAPITAL MANAGEMENT INC $829.54M
3482026-01-27 11:43:25TRIAGEN WEALTH MANAGEMENT LLC $386.58M
3492026-01-27 11:42:24FOCUSED INVESTORS LLC $3.14B
3502026-01-27 11:40:33SEMUS WEALTH PARTNERS LLC $185.64M
3512026-01-27 11:40:26BELPOINTE ASSET MANAGEMENT LLC $2.77B
3522026-01-27 11:38:43EXANE ASSET MANAGEMENT $475.33M
3532026-01-27 11:37:56PROFFITT GOODSON INC $717.53M
3542026-01-27 11:36:48VISTA FINANCE LLC $151.23M
3552026-01-27 11:36:12HGK ASSET MANAGEMENT INC $674.94M
3562026-01-27 11:32:33FORTIS CAPITAL ADVISORS LLC $677.41M
3572026-01-27 11:25:26FSR WEALTH MANAGEMENT LTD $85.14M
3582026-01-27 11:25:22BENEDICT FINANCIAL ADVISORS INC $474.46M
3592026-01-27 11:23:52FARROW FINANCIAL INC $174.04M
3602026-01-27 11:18:39GRAPHENE INVESTMENTS SAS $159.53M
3612026-01-27 11:18:34BIGSUR WEALTH MANAGEMENT LLC $412.25M
3622026-01-27 11:17:07MAINSTAY CAPITAL MANAGEMENT LLC ADV $1.31B
3632026-01-27 11:16:52FINANCIAL MANAGEMENT PROFESSIONALS INC $969.61M
3642026-01-27 11:12:58SUMMIT WEALTH PARTNERS LLC $541.24M
3652026-01-27 11:07:38LORNE STEINBERG WEALTH MANAGEMENT INC $434.86M
3662026-01-27 11:06:18BAYFOREST CAPITAL LTD $134.18M
3672026-01-27 11:05:42TFR CAPITAL LLC $301.91M
3682026-01-27 11:03:36ELEVATED CAPITAL ADVISORS LLC $429.02M
3692026-01-27 11:03:20BASKIN FINANCIAL SERVICES INC $1.33M
3702026-01-27 11:00:15FRIEDENTHAL FINANCIAL $194.45M
3712026-01-27 10:54:43RAINEY RANDALL INVESTMENT MANAGEMENT INC $612.85M
3722026-01-27 10:51:45VESTIA PERSONAL WEALTH ADVISORS $196.82M
3732026-01-27 10:51:41BIRCH HILL INVESTMENT ADVISORS LLC $2.39B
3742026-01-27 10:49:49BERGER FINANCIAL GROUP INC $1.73B
3752026-01-27 10:47:11SUMMIT FINANCIAL STRATEGIES INC $1.22B
3762026-01-27 10:45:05TRAPHAGEN INVESTMENT ADVISORS LLC $1.22B
3772026-01-27 10:44:45NORTHSTAR ASSET MANAGEMENT LLC $471.34M
3782026-01-27 10:44:36SECURITY FINANCIAL SERVICES INC $636.94M
3792026-01-27 10:44:13LECAP ASSET MANAGEMENT LTD $251.08M
3802026-01-27 10:43:45STRATEGIC VALUE BANK PARTNERS LLC $146.08M
3812026-01-27 10:41:38PLIMOTH TRUST CO LLC $448.82M
3822026-01-27 10:39:04SYMMETRY PARTNERS LLC $1.69B
3832026-01-27 10:35:35CUSHING ASSET MANAGEMENT LP $1.74B
3842026-01-27 10:32:59GREATMARK INVESTMENT PARTNERS INC $845.45M
3852026-01-27 10:28:15US ASSET MANAGEMENT LLC $122.48M
3862026-01-27 10:26:30TOKIO MARINE ASSET MANAGEMENT CO LTD $2.90B
3872026-01-27 10:26:29WESTEND ADVISORS LLC $4.29B
3882026-01-27 10:24:25BANK OF ITALY $2.30M
3892026-01-27 10:19:17SAGE FINANCIAL GROUP INC $1.51B
3902026-01-27 10:18:45TRIBUTARY CAPITAL MANAGEMENT LLC $1.02B
3912026-01-27 10:01:55REGIONS FINANCIAL CORP $15.62B
3922026-01-27 09:55:20SEEDS INVESTOR LLC $521.70M
3932026-01-27 09:38:39FIRST HORIZON CORP $2.06B
3942026-01-27 09:37:31ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC $402.59M
3952026-01-27 09:35:14FORUM FINANCIAL MANAGEMENT LP $7.69B
3962026-01-27 09:32:59DEROY DEVEREAUX PRIVATE INVESTMENT COUNSEL INC $2.06M
3972026-01-27 09:30:53WEALTH ENHANCEMENT TRUST SERVICES INC $791.55M
3982026-01-27 09:28:32CENTERSTAR ASSET MANAGEMENT LLC $355.47M
3992026-01-27 09:24:11KLAAS FINANCIAL ASSET ADVISORS LLC $689.43M
4002026-01-27 09:19:21PEKAO TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SA $122.04M
4012026-01-27 09:05:07TRANQUILLI FINANCIAL ADVISOR LLC $172.36M
4022026-01-27 09:02:57LOCAL PENSIONS PARTNERSHIP INVESTMENT LTD $5.68B
4032026-01-27 09:01:50FRACTAL INVESTMENTS LLC $716.19M
4042026-01-27 08:59:45BERKSHIRE MONEY MANAGEMENT INC $1.05B
4052026-01-27 08:58:09HEDGES ASSET MANAGEMENT LLC $141.80M
4062026-01-27 08:56:48FORTITUDE FINANCIAL LLC $117.85M
4072026-01-27 08:55:43VCI WEALTH MANAGEMENT LLC $359.73M
4082026-01-27 08:54:19MINE ARAO WEALTH CREATION MANAGEMENT LLC $255.51M
4092026-01-27 08:52:33STERLING INVESTMENT COUNSEL LLC $349.01M
4102026-01-27 08:50:00BOSMAN WEALTH MANAGEMENT LLC $121.76M
4112026-01-27 08:48:135T WEALTH LLC $250.33M
4122026-01-27 08:46:16INSTITUTE FOR WEALTH MANAGEMENT LLC $943.84M
4132026-01-27 08:44:31GLOBAL FINANCIAL PRIVATE CLIENT LLC $285.31M
4142026-01-27 08:29:50STORDAHL CAPITAL MANAGEMENT INC $485.82M
4152026-01-27 08:28:48ZEGA INVESTMENTS LLC $848.33M
4162026-01-27 08:26:34HOBART PRIVATE CAPITAL LLC $512.49M
4172026-01-27 08:26:31MASTERINVEST KAPITALANLAGE GMBH $1.05B
4182026-01-27 08:24:40TME FINANCIAL INC $142.38M
4192026-01-27 07:00:30INVESTEC ASSET MANAGEMENT LTD $46.64B
4202026-01-27 06:48:31INVESTEC ASSET MANAGEMENT NORTH AMERICA INC $2.47B
4212026-01-27 06:48:08INVESTEC ASSET MANAGEMENT PTY LTD $2.32B
4222026-01-27 06:32:23FOUNDATION WEALTH MANAGEMENT LLC $151.94M
4232026-01-27 06:30:51COMPASS FINANCIAL GROUP INC SD $700.30M
4242026-01-27 06:30:03DIAM CO LTD $35.97B
4252026-01-27 06:27:30BENSON INVESTMENT MANAGEMENT COMPANY INC $286.50M
4262026-01-27 06:03:54CRYSTAL ROCK CAPITAL MANAGEMENT $189.22M
4272026-01-27 06:01:20JACKSON GRANT INVESTMENT ADVISERS INC $303.72M
4282026-01-26 21:19:08RING MOUNTAIN CAPITAL LLC $195.06K
4292026-01-26 20:42:30HCR WEALTH ADVISORS $1.01B
4302026-01-26 20:03:34RYE BROOK CAPITAL LLC $107.03K
4312026-01-26 19:35:09GF FUND MANAGEMENT CO LTD $5.85B
4322026-01-26 19:11:14LAKEHOUSE CAPITAL PTY LTD $138.67K
4332026-01-26 19:06:02OAK HARVEST INVESTMENT SERVICES $917.00M
4342026-01-26 18:52:09GHP INVESTMENT ADVISORS INC $2.43B
4352026-01-26 18:45:24JUNCTURE WEALTH STRATEGIES LLC $303.79M
4362026-01-26 18:41:47MAGNOLIA WEALTH MANAGEMENT LLC $167.36M
4372026-01-26 18:14:35STILLWATER WEALTH MANAGEMENT GROUP $147.46M
4382026-01-26 17:59:50LATITUDE ADVISORS LLC $227.26M
4392026-01-26 17:44:52WERBA RUBIN PAPIER WEALTH MANAGEMENT $369.04M
4402026-01-26 17:31:03OLD SECOND NATIONAL BANK OF AURORA $499.99M
4412026-01-26 17:30:22MORAN WEALTH MANAGEMENT LLC $3.26B
4422026-01-26 17:27:07COVENANT PARTNERS LLC $342.03M
4432026-01-26 17:23:22RIVER STREET ADVISORS LLC $266.87M
4442026-01-26 17:20:18TANAGER WEALTH MANAGEMENT LLP $1.00B
4452026-01-26 17:17:22KEYSTONE WEALTH SERVICES LLC $474.58M
4462026-01-26 17:16:33PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC $840.62M
4472026-01-26 17:14:25PHRACTION MANAGEMENT LLC $375.29M
4482026-01-26 17:09:47CHICAGO CAPITAL LLC $4.05B
4492026-01-26 17:08:17NEXT LEVEL WEALTH PLANNING LLC $187.91M
4502026-01-26 17:05:53ASSET DEDICATION LLC $1.52B
4512026-01-26 17:02:40NOTTINGHAM ADVISORS INC $717.64M
4522026-01-26 17:02:31ZULLO INVESTMENT GROUP INC $273.37M
4532026-01-26 16:57:51PHILLIPS FINANCIAL MANAGEMENT LLC $1.55B
4542026-01-26 16:55:58SHAKER FINANCIAL SERVICES LLC $315.47M
4552026-01-26 16:54:41PACIFIC CAPITAL WEALTH ADVISORS INC $583.53M
4562026-01-26 16:48:17LEGACY CG LLC $357.24M
4572026-01-26 16:44:11LAKEWOOD ASSET MANAGEMENT LLC $170.22M
4582026-01-26 16:40:16MAIN STREET GROUP LTD $289.94M
4592026-01-26 16:39:49LEDERER ASSOCIATES INVESTMENT COUNSEL CA $148.98K
4602026-01-26 16:32:35SENECA FINANCIAL ADVISORS LLC $328.62M
4612026-01-26 16:26:49DUPONT CAPITAL MANAGEMENT CORP $887.04M
4622026-01-26 16:26:18FRANKLY FINANCES LLC $115.20M
4632026-01-26 16:25:52CHINA UAE INVESTMENT COOPERATION FUND LP $67.44M
4642026-01-26 16:24:04GLOBAL WEALTH MANAGEMENT LLC $185.83M
4652026-01-26 16:22:52KIRR MARBACH CO LLC IN $523.16M
4662026-01-26 16:22:21GRACE WHITE INC NY $560.85M
4672026-01-26 16:18:52MERIT FINANCIAL GROUP LLC $12.61B
4682026-01-26 16:15:27MARTIN CAPITAL ADVISORS LLP $170.55M
4692026-01-26 16:13:10HERITAGE WEALTH MANAGEMENT INC $359.61M
4702026-01-26 16:07:39WELCH GROUP LLC $2.59B
4712026-01-26 16:04:20WHITTIER TRUST CO OF NEVADA INC $4.82B
4722026-01-26 16:04:01BRETTON CAPITAL MANAGEMENT LLC $119.50M
4732026-01-26 16:00:14WHITTIER TRUST CO $9.23B
4742026-01-26 15:56:33PENNSYLVANIA CAPITAL MANAGEMENT INC ADV $365.35M
4752026-01-26 15:55:31JM ARBOUR LLC $100.22M
4762026-01-26 15:51:29IAMS WEALTH MANAGEMENT LLC $277.04M
4772026-01-26 15:47:41O'CONNOR FINANCIAL GROUP LLC $250.76M
4782026-01-26 15:46:50MARION WEALTH MANAGEMENT $449.99M
4792026-01-26 15:45:18GRAND WEALTH MANAGEMENT LLC $220.52M
4802026-01-26 15:44:07HENDERSHOT INVESTMENTS INC $784.47M
4812026-01-26 15:40:36LIONSBRIDGE WEALTH MANAGEMENT LLC $98.85M
4822026-01-26 15:40:01BERKELEY INC $314.47M
4832026-01-26 15:39:48SIGHTLINE WEALTH ADVISORS LLC $234.65M
4842026-01-26 15:38:38ROLEK WEALTH MANAGEMENT LLC $145.86M
4852026-01-26 15:38:29LIPE DALTON $202.43K
4862026-01-26 15:37:36ARGO WEALTH ADVISORY LLC $167.16M
4872026-01-26 15:36:46OXINAS PARTNERS WEALTH MANAGEMENT LLC $207.81M
4882026-01-26 15:35:50DRAPER ASSET MANAGEMENT LLC $189.96M
4892026-01-26 15:35:12INMAN JAGER WEALTH MANAGEMENT LLC $163.32M
4902026-01-26 15:35:10CM WEALTH ADVISORS LLC $442.56M
4912026-01-26 15:31:18APEX WEALTH MANAGEMENT LLC $98.47M
4922026-01-26 15:30:16LUTS & GREENLEIGH GROUP INC $117.71M
4932026-01-26 15:29:41CAPITOL FAMILY OFFICE INC $84.69M
4942026-01-26 15:29:13MIDLAND WEALTH ADVISORS LLC $1.92B
4952026-01-26 15:28:11LOWERY THOMAS LLC $176.97M
4962026-01-26 15:27:26SLOCUM GORDON & CO LLP $138.05M
4972026-01-26 15:26:41PARADIGM FINANCIAL PARTNERS LLC $993.58M
4982026-01-26 15:22:18AE WEALTH MANAGEMENT LLC $17.42B
4992026-01-26 15:18:08FERGUSON SHAPIRO LLC $324.97M
5002026-01-26 15:14:30ROOF EIDAM MAYCOCK ADV $441.34M
5012026-01-26 15:09:59FISHER FUNDS MANAGEMENT LTD $3.87B
5022026-01-26 15:06:47SHELTON WEALTH MANAGEMENT LLC $233.26M
5032026-01-26 15:04:59JGP GLOBAL GESTAO DE RECURSOS LTDA $169.48M
5042026-01-26 15:02:22AMERICAN WEALTH ADVISORS LLC $101.83M
5052026-01-26 15:01:38DUFF PHELPS INVESTMENT MANAGEMENT CO $8.82B
5062026-01-26 15:00:44TRANSCENDENT CAPITAL GROUP LLC $220.91M
5072026-01-26 14:58:04XCEL WEALTH MANAGEMENT LLC $393.15M
5082026-01-26 14:46:54NORTHWESTERN UNIVERSITY $64.78M
5092026-01-26 14:39:52QUADRANT PRIVATE WEALTH MANAGEMENT LLC $609.89M
5102026-01-26 14:38:12SLOW CAPITAL INC $837.40M
5112026-01-26 14:34:59TNB FINANCIAL $1.61B
5122026-01-26 14:30:51PACIFIC LIFE FUND ADVISORS LLC $970.87M
5132026-01-26 14:30:20TRELLIS WEALTH ADVISORS LLC $255.70M
5142026-01-26 14:23:03ZEIT CAPITAL LLC $148.15M
5152026-01-26 14:21:33THOMAS STORY SON LLC $269.09M
5162026-01-26 14:17:35OCEANSIDE ADVISORS LLC $164.96M
5172026-01-26 14:17:22NABITY JENSEN INVESTMENT MANAGEMENT INC $147.65M
5182026-01-26 14:09:29INDEPENDENT WEALTH NETWORK INC $327.39M
5192026-01-26 14:08:12WEST WEALTH GROUP LLC $482.00M
5202026-01-26 14:06:44CAMPBELL NEWMAN ASSET MANAGEMENT INC $1.37B
5212026-01-26 14:05:50PRIVATE TRUST CO NA $1.14B
5222026-01-26 14:05:37KEY CAPITAL MANAGEMENT INC $100.95M
5232026-01-26 14:04:44WRIGHT INVESTORS SERVICE INC $333.10M
5242026-01-26 14:02:36MIRAE ASSET GLOBAL INVESTMENTS CO LTD $36.04B
5252026-01-26 14:00:09HERITAGE WEALTH ARCHITECTS INC $213.95M
5262026-01-26 13:53:25WAGNER BOWMAN MANAGEMENT CORP $1.35B
5272026-01-26 13:50:51SELLWOOD INVESTMENT PARTNERS LLC $256.09M
5282026-01-26 13:45:37PDS PLANNING INC $1.50B
5292026-01-26 13:36:20JNBA FINANCIAL ADVISORS $1.14B
5302026-01-26 13:31:44KILEY JUERGENS WEALTH MANAGEMENT LLC $462.92M
5312026-01-26 13:26:44BILLEAUD CAPITAL MANAGEMENT INC $521.89M
5322026-01-26 13:24:33VARIANT PRIVATE WEALTH LLC $96.25M
5332026-01-26 13:19:03LIFEWEALTH INVESTMENTS LLC $315.77M
5342026-01-26 13:14:27MOSS ADAMS WEALTH ADVISORS LLC $1.38B
5352026-01-26 13:12:51SMART WEALTH LLC $328.03M
5362026-01-26 13:10:56QUATTRO FINANCIAL ADVISORS LLC $334.96M
5372026-01-26 13:03:25CWC ADVISORS LLC $207.12M
5382026-01-26 12:59:51MBM WEALTH CONSULTANTS LLC $420.55M
5392026-01-26 12:58:44BAXTER BROS INC $864.18M
5402026-01-26 12:51:00GREY ROCK ENERGY MANAGEMENT LLC $259.75M
5412026-01-26 12:33:47FORTERIS WEALTH MANAGEMENT INC $101.60M
5422026-01-26 12:33:41NORTHLANDING FINANCIAL PARTNERS LLC $124.53M
5432026-01-26 12:31:32LEVEL FINANCIAL ADVISORS INC $378.24M
5442026-01-26 12:29:30MOUNTAIN HILL INVESTMENT PARTNERS CORP $139.63M
5452026-01-26 12:27:17PROSPERITY FINANCIAL GROUP INC $277.88M
5462026-01-26 12:25:50KAMPMANN MELISSA S $135.22M
5472026-01-26 12:25:18GREAT POINT WEALTH ADVISORS LLC $547.88M
5482026-01-26 12:24:01FRUTH INVESTMENT MANAGEMENT $370.74K
5492026-01-26 12:19:31DISCIPLINE WEALTH SOLUTIONS LLC $539.48M
5502026-01-26 12:17:11ROBERT WOOD JOHNSON FOUNDATION $123.88M
5512026-01-26 11:55:20STRID GROUP LLC $803.44M
5522026-01-26 11:48:32BANDI CAPITAL AG $281.20M
5532026-01-26 11:39:23SONATA CAPITAL GROUP INC $276.86M
5542026-01-26 11:36:42ANDREWS LUCIA WEALTH MANAGEMENT LLC $168.25M
5552026-01-26 11:33:13PURSUIT WEALTH MANAGEMENT LLC $116.37M
5562026-01-26 11:33:03PARCION PRIVATE WEALTH LLC $1.64B
5572026-01-26 11:29:09KELMAN LAZAROV INC $700.25M
5582026-01-26 11:28:45YOFFE INVESTMENT MANAGEMENT LLC $78.33M
5592026-01-26 11:18:34MEANS INVESTMENT CO INC $1.19B
5602026-01-26 11:08:00SWF LLC $988.83M
5612026-01-26 11:05:24BLUESKY WEALTH ADVISORS LLC $758.34M
5622026-01-26 10:58:36HAVEN GLOBAL PARTNERS LLC $136.11M
5632026-01-26 10:55:46CORNERSTONE WEALTH GROUP LLC $1.46B
5642026-01-26 10:55:16CLEAN YIELD GROUP $360.24M
5652026-01-26 10:54:34DYNAMIC FINANCIAL GROUP $117.22M
5662026-01-26 10:47:39DBK FINANCIAL COUNSEL LLC $130.22M
5672026-01-26 10:46:55LIBERTY CAPITAL MANAGEMENT INC $537.02M
5682026-01-26 10:46:13DAKOTA COMMUNITY BANK & TRUST NA $29.15M
5692026-01-26 10:44:22JACOBSEN CAPITAL MANAGEMENT $306.15M
5702026-01-26 10:34:35CWM LLC $36.91M
5712026-01-26 10:29:44SECOND HALF FINANCIAL PARTNERS LLC $225.25M
5722026-01-26 10:28:48NICHOLSON WEALTH MANAGEMENT GROUP LLC $170.39M
5732026-01-26 10:23:06GREENWOOD CAPITAL ASSOCIATES LLC $920.87M
5742026-01-26 10:22:16PROVENANCE WEALTH ADVISORS LLC $902.30M
5752026-01-26 10:19:50NATIONS FINANCIAL GROUP INC IA ADV $1.90B
5762026-01-26 10:16:49LIGHTROCK NETHERLANDS BV $482.31M
5772026-01-26 10:13:39NORTHWEST CAPITAL MANAGEMENT INC $23.07M
5782026-01-26 10:09:33TRINITY LEGACY PARTNERS LLC $435.94M
5792026-01-26 10:06:21UNITED ADVISOR GROUP LLC $802.23M
5802026-01-26 10:00:08HASSELL WEALTH MANAGEMENT LLC $299.04M
5812026-01-26 09:57:36CHILDRESS CAPITAL ADVISORS LLC $623.15M
5822026-01-26 09:53:03KBC GROUP NV $43.85M
5832026-01-26 09:51:23BTS ASSET MANAGEMENT INC $73.95M
5842026-01-26 09:44:37OLD POINT TRUST FINANCIAL SERVICES N A $320.72M
5852026-01-26 09:30:20ADELPHI TRUST CO $122.53M
5862026-01-26 09:27:49LA BANQUE POSTALE ASSET MANAGEMENT SA $8.63B
5872026-01-26 09:27:03ROMAN BUTLER FULLERTON CO $381.35M
5882026-01-26 09:25:34WORTHPOINTE LLC $380.63M
5892026-01-26 09:24:41PEOPLES FINANCIAL SERVICES CORP $214.41M
5902026-01-26 09:24:35CMC FINANCIAL GROUP $56.04M
5912026-01-26 09:22:34SLAGLE FINANCIAL LLC $286.36M
5922026-01-26 09:13:50CONSILIUM WEALTH ADVISORY LLC $271.02M
5932026-01-26 09:11:50GREAT HILL CAPITAL LLC $1.01B
5942026-01-26 09:10:01LS INVESTMENT ADVISORS LLC $713.68M
5952026-01-26 09:07:55HIXON ZUERCHER LLC $329.85M
5962026-01-26 09:06:13SATHER FINANCIAL GROUP INC $1.86B
5972026-01-26 09:04:16DIVERSIFIED MANAGEMENT INC $428.47M
5982026-01-26 09:02:52NORTHWEST FINANCIAL ADVISORS $48.62M
5992026-01-26 09:01:13SVENSKA HANDELSBANKEN AB PUBL $1.21K
6002026-01-26 08:58:25TURNER CAPITAL INVESTMENTS LLC $88.33M
6012026-01-26 08:58:07GENERALI INVESTMENTS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH $205.50M
6022026-01-26 08:55:49WEALTH EFFECTS LLC $319.74M
6032026-01-26 08:51:13FIRST BANCORP INC $188.06M
6042026-01-26 08:49:11ICAPITAL WEALTH LLC $205.78M
6052026-01-26 08:28:39BORDER TO COAST PENSIONS PARTNERSHIP LTD $5.74M
6062026-01-26 08:16:14FINANCIAL GUIDANCE GROUP INC $244.46M
6072026-01-26 08:11:32EQUITY WEALTH PARTNERS LLC $154.20M
6082026-01-26 08:05:52AUSTIN WEALTH MANAGEMENT LLC $676.87M
6092026-01-26 08:04:03PFG INVESTMENTS LLC $2.12B
6102026-01-26 08:03:53PPSC INVESTMENT SERVICE CORP $1.34B
6112026-01-26 08:02:52CONSOLIDATED PORTFOLIO REVIEW CORP $1.16B
6122026-01-26 08:00:39COTTAGE STREET ADVISORS LLC $236.42M
6132026-01-26 07:58:23XY PLANNING NETWORK INC $573.80M
6142026-01-26 07:56:51PAYPAY SECURITIES CORP $3.41M
6152026-01-26 07:54:06CYPRESS CAPITAL ADVISORS LLC $186.33M
6162026-01-26 07:52:12WJ INTERESTS LLC $232.43M
6172026-01-26 07:50:07FARNAM FINANCIAL LLC $132.87M
6182026-01-26 07:47:21DELARME WEALTH MANAGEMENT INC $140.81M
6192026-01-26 07:42:24DRUM HILL CAPITAL LLC $96.24M
6202026-01-26 06:04:16GENERALI POWSZECHNE TOWARZYSTWO EMERYTALNE $584.65M
6212026-01-26 06:02:28FACTORIAL MANAGEMENT LTD $4.84M
6222026-01-23 20:00:28HARBOR ASSET PLANNING INC $117.00M
6232026-01-23 19:36:21INVARIANT INVESTMENT MANAGEMENT $156.24M
6242026-01-23 19:28:25CKW FINANCIAL GROUP $922.20K
6252026-01-23 19:14:59CAPELIGHT CAPITAL ASSET MANAGEMENT LP $102.89M
6262026-01-23 19:09:01DECKER RETIREMENT PLANNING INC $201.15M
6272026-01-23 18:47:23FORBES FINANCIAL PLANNING INC $171.04M
6282026-01-23 18:46:38VALMARK ADVISERS INC $8.11B
6292026-01-23 18:46:23BLB B ADVISORS LLC $2.39B
6302026-01-23 18:46:03STERLING WEALTH ADVISORS INC $165.68M
6312026-01-23 18:45:37LUMINVEST WEALTH MANAGEMENT LLC $360.43M
6322026-01-23 18:45:07MASSACHUSETTS WEALTH MANAGEMENT $214.92M
6332026-01-23 18:44:49DAVID KENNON INC $281.35M
6342026-01-23 18:44:26SEABRIDGE INVESTMENT ADVISORS LLC $605.75M
6352026-01-23 18:43:49COURAGE MILLER PARTNERS LLC $332.08M
6362026-01-23 18:43:28CLIENT FIRST CAPITAL LLC $237.24M
6372026-01-23 18:41:51SEAMOUNT FINANCIAL GROUP INC $220.22M
6382026-01-23 18:41:25ANNEX ADVISORY SERVICES LLC $5.24B
6392026-01-23 18:41:00RBA WEALTH MANAGEMENT LLC $295.14M
6402026-01-23 18:40:37FOSTER VICTOR WEALTH ADVISORS LLC $1.72B
6412026-01-23 18:39:36INTEGRATED CAPITAL MANAGEMENT LLC $232.55M
6422026-01-23 18:39:21ABUNDANCE WEALTH COUNSELORS $592.26M
6432026-01-23 18:38:58WASHINGTON GROWTH STRATEGIES LLC $154.67M
6442026-01-23 18:38:40TRIBRIDGE PARTNERS FINANCIAL LLC $238.38M
6452026-01-23 18:38:28STEINBERGANNA WEALTH MANAGEMENT $213.47M
6462026-01-23 18:38:17SINGLE POINT PARTNERS LLC $505.76M
6472026-01-23 18:38:11SAN LUIS WEALTH ADVISORS LLC $597.12M
6482026-01-23 18:37:05MILESTONES PRIVATE INVESTMENT ADVISORS LLC $145.41M
6492026-01-23 18:37:03INTELLIGENT FINANCIAL STRATEGIES $207.94M
6502026-01-23 18:36:51INVESTED ADVISORS $96.56M
6512026-01-23 18:36:28GRANDVIEW ASSET MANAGEMENT LLC $364.59M
6522026-01-23 18:36:08BERNARDO WEALTH PLANNING LLC $524.75M
6532026-01-23 18:35:46BCS WEALTH MANAGEMENT $990.16M
6542026-01-23 18:34:34BRENDEL FINANCIAL ADVISORS LLC $203.35M
6552026-01-23 18:34:14CORDATUS WEALTH MANAGEMENT LLC $432.48M
6562026-01-23 18:33:47CODE WAECHTER LLC $155.72M
6572026-01-23 18:33:30BCS PRIVATE WEALTH MANAGEMENT INC $292.66M
6582026-01-23 18:33:06ABBINGTON INVESTMENT GROUP $146.38M
6592026-01-23 18:32:48ATLAS WEALTH PARTNERS LLC $90.98M
6602026-01-23 18:32:05VIRGINIA WEALTH MANAGEMENT GROUP INC $171.11M
6612026-01-23 18:31:25MCGUIRE INVESTMENT GROUP LLC $935.77M
6622026-01-23 18:30:39DORVAL CORP $313.27M
6632026-01-23 18:30:04MOKAN WEALTH MANAGEMENT INC $225.43M
6642026-01-23 18:29:25MONUMENT CAPITAL MANAGEMENT $401.96M
6652026-01-23 18:28:34LANSING STREET ADVISORS $391.55M
6662026-01-23 18:26:39QUARRY HILL ADVISORS LLC $215.20M
6672026-01-23 18:20:12PRAIRIEWOOD CAPITAL LLC $322.09M
6682026-01-23 18:18:02RIVERVIEW TRUST CO $83.06M
6692026-01-23 18:16:40RED MOUNTAIN FINANCIAL LLC $101.87M
6702026-01-23 18:12:29SPECTRUM ASSET MANAGEMENT INC NB CA $299.81M
6712026-01-23 18:10:36TOWNSEND ASSOCIATES INC $1.12B
6722026-01-23 18:06:56REYES FINANCIAL ARCHITECTURE INC $164.17M
6732026-01-23 18:02:23TAYLOR FRIGON CAPITAL MANAGEMENT LLC $197.57M
6742026-01-23 17:54:42FEE ONLY FINANCIAL PLANNING LC $171.54M
6752026-01-23 17:49:22OPAL WEALTH ADVISORS LLC $383.51M
6762026-01-23 17:45:30CONSOLIDATED INVESTMENT GROUP LLC $835.87M
6772026-01-23 17:35:17ELEVATION CAPITAL ADVISORY LLC $244.80M
6782026-01-23 17:29:32BRIDGEWATER ADVISORS INC $1.54B
6792026-01-23 17:29:20LAM GROUP INC $174.73M
6802026-01-23 17:28:23BELLEVUE ASSET MANAGEMENT LLC $309.25M
6812026-01-23 17:27:53TFC FINANCIAL MANAGEMENT $797.33M
6822026-01-23 17:22:03JOHN S & JAMES L KNIGHT FOUNDATION INC $131.12M
6832026-01-23 17:17:53BINGHAM PRIVATE WEALTH LLC $115.87M
6842026-01-23 17:14:42SUNPOINTE LLC $301.59M
6852026-01-23 17:11:03FARTHER FINANCE ADVISORS LLC $9.33B
6862026-01-23 17:10:28G2 CAPITAL MANAGEMENT LLC OH $414.79M
6872026-01-23 17:10:10WARBURTON CAPITAL MANAGEMENT LLC $177.07K
6882026-01-23 17:09:31SAGE MOUNTAIN ADVISORS LLC $1.89B
6892026-01-23 17:07:51STONEHAVEN WEALTH & TAX SOLUTIONS LLC $111.28M
6902026-01-23 17:06:52GUIDANCE CAPITAL INC $409.20M
6912026-01-23 17:05:21LESTER MURRAY ANTMAN DBA SIMPLYRICH $382.39K
6922026-01-23 17:05:01SPLIT ROCK PRIVATE TRADING & WEALTH MANAGEMENT LLC $124.77M
6932026-01-23 17:03:39ZWJ INVESTMENT COUNSEL INC $2.77B
6942026-01-23 17:01:05FORTRESS FINANCIAL GROUP LLC $135.46M
6952026-01-23 17:00:30LEGACY ADVISORY SERVICES LLC $133.02M
6962026-01-23 17:00:02TRUE WIND CAPITAL MANAGEMENT L P $261.61M
6972026-01-23 16:58:37GRITSTONE ASSET MANAGEMENT LLC $104.80M
6982026-01-23 16:58:24ERTS WEALTH ADVISORS LLC $318.53M
6992026-01-23 16:56:01R W ROGE AND COMPANY INC $202.44K
7002026-01-23 16:55:46INVESTMENT ADVISORY GROUP LLC $388.69M
7012026-01-23 16:55:36BLANKINSHIP FOSTER LLC $462.71M
7022026-01-23 16:53:25FREESTONE CAPITAL HOLDINGS LLC $3.38B
7032026-01-23 16:53:23OCTAVIA WEALTH ADVISORS LLC $1.05B
7042026-01-23 16:50:37CURA WEALTH ADVISORS LLC $263.81M
7052026-01-23 16:49:36TYCHE WEALTH PARTNERS LLC $629.75M
7062026-01-23 16:48:56NATURAL INVESTMENTS LLC $401.81K
7072026-01-23 16:48:32FAMILY CFO INC $223.61M
7082026-01-23 16:46:39BSW WEALTH PARTNERS $833.38M
7092026-01-23 16:45:41PATTON FUND MANAGEMENT INC $745.97M
7102026-01-23 16:45:32LIBERTY STREET ADVISORS INC $59.79M
7112026-01-23 16:43:51LOM ASSET MANAGEMENT LTD $345.16M
7122026-01-23 16:42:39OAK RIDGE INVESTMENTS LLC $1.65B
7132026-01-23 16:41:33COVE PRIVATE WEALTH LLC $335.84M
7142026-01-23 16:41:08SHORE POINT ADVISORS LLC $236.28M
7152026-01-23 16:40:10HARBOR ISLAND CAPITAL LLC $260.81M
7162026-01-23 16:39:27PENN MUTUAL ASSET MANAGEMENT LLC $167.29M
7172026-01-23 16:38:05MUSTARD SEED FINANCIAL LLC $159.07M
7182026-01-23 16:37:44LUNT CAPITAL MANAGEMENT INC $266.98M
7192026-01-23 16:35:52KEENER FINANCIAL PLANNING LLC $231.40K
7202026-01-23 16:31:36OPTIMA CAPITAL LLC $230.89M
7212026-01-23 16:29:00LEGEND FINANCIAL ADVISORS INC $165.15M
7222026-01-23 16:28:37FINANCIAL CONNECTIONS GROUP INC $290.94K
7232026-01-23 16:28:25CJM WEALTH ADVISERS LTD $334.31M
7242026-01-23 16:25:54TIMBER CREEK CAPITAL MANAGEMENT LLC $430.44M
7252026-01-23 16:19:35BCR WEALTH STRATEGIES LLC $301.57K
7262026-01-23 16:19:19CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC $331.42M
7272026-01-23 16:16:34GEMMER ASSET MANAGEMENT LLC $1.30B
7282026-01-23 16:16:34GALVIN GAUSTAD AND STEIN LLC $1.28B
7292026-01-23 16:13:46EFFICIENT WEALTH MANAGEMENT LLC $476.77K
7302026-01-23 16:08:16RAMSAY STATTMAN VELA PRICE INC $555.18M
7312026-01-23 16:03:02ASSETMARK INC $49.04B
7322026-01-23 16:02:17EVOLUTION ADVISERS INC $230.94K
7332026-01-23 15:56:35BLUE FIN CAPITAL INC $644.86M
7342026-01-23 15:53:50MERIDIAN FINANCIAL LLC $183.62M
7352026-01-23 15:52:48LYNCH ASSET MANAGEMENT INC $318.07M
7362026-01-23 15:51:55PINNACLE WEALTH MANAGEMENT GROUP INC $200.16M
7372026-01-23 15:38:34PATTEN GROUP INC $540.70M
7382026-01-23 15:36:55BALL & CO WEALTH MANAGEMENT INC $155.28K
7392026-01-23 15:32:13STEPHENSON NATIONAL BANK AND TRUST $346.96M
7402026-01-23 15:29:42FIDELIS IM LLC $257.54M
7412026-01-23 15:25:37MEDICXI VENTURES MANAGEMENT JERSEY LTD $834.98M
7422026-01-23 15:21:50REDE WEALTH LLC $287.76M
7432026-01-23 15:20:53ATWATER MALICK LLC $362.68M
7442026-01-23 15:20:45INTELLIGENCE DRIVEN ADVISERS LLC $699.55M
7452026-01-23 15:18:46FINANCIAL ENHANCEMENT GROUP LLC $782.20M
7462026-01-23 15:14:33ALLEN WEALTH MANAGEMENT LLC $166.19M
7472026-01-23 15:06:08PUTNEY FINANCIAL GROUP LLC $106.98M
7482026-01-23 15:04:33WESTBOURNE INVESTMENT ADVISORS INC $362.40M
7492026-01-23 15:03:44TOWER VIEW INVESTMENT MANAGEMENT RESEARCH LLC $202.25M
7502026-01-23 15:03:42NORRIS PERNE FRENCH LLP MI $1.52B
7512026-01-23 14:56:37JM2 CAPITAL INC $124.41M
7522026-01-23 14:50:58INLIGHT WEALTH MANAGEMENT LLC $273.11M
7532026-01-23 14:49:14SUMMIT FINANCIAL CONSULTING LLC $137.72M
7542026-01-23 14:49:02AMI ASSET MANAGEMENT CORP $1.76B
7552026-01-23 14:48:42INVERA WEALTH ADVISORS LLC $158.26M
7562026-01-23 14:47:24WEBSTER BANK N A $1.07B
7572026-01-23 14:40:03EAGLE BAY ADVISORS LLC $136.95M
7582026-01-23 14:34:36CALDER FINANCIAL LLC $101.86M
7592026-01-23 14:27:21PERSONAL RESOURCES INVESTMENT STRATEGIC MANAGEMENT INC $375.13M
7602026-01-23 14:20:38THIRD VIEW PRIVATE WEALTH LLC $742.92M
7612026-01-23 14:20:32POWER ALPHA INVESTMENT LTD $972.80M
7622026-01-23 14:20:27TRANSCEND WEALTH COLLECTIVE LLC $1.29B
7632026-01-23 14:18:33FINANCIAL FUTURES LTD LIABILITY CO $215.77M
7642026-01-23 14:17:55TANDEM CAPITAL MANAGEMENT CORP ADV $219.84M
7652026-01-23 14:17:17AXOS INVEST INC $136.04M
7662026-01-23 14:08:50SHERIDAN CAPITAL MANAGEMENT LLC $197.22M
7672026-01-23 14:04:30HUDSON OAK WEALTH ADVISORY LLC $113.35M
7682026-01-23 14:04:08CHARTER OAK CAPITAL MANAGEMENT LLC $1.31B
7692026-01-23 13:57:42PORTMAN SQUARE CAPITAL LLP $2.26B
7702026-01-23 13:57:21HIGH NET WORTH ADVISORY GROUP LLC $433.88M
7712026-01-23 13:53:48ARBOR INVESTMENT ADVISORS LLC $759.91M
7722026-01-23 13:49:12WHITENER CAPITAL MANAGEMENT INC $439.44M
7732026-01-23 13:40:14REUTER JAMES WEALTH MANAGEMENT LLC $730.75M
7742026-01-23 13:40:04STATE INSURANCE FUND $227.25M
7752026-01-23 13:38:47WATERSHED PRIVATE WEALTH LLC $333.39M
7762026-01-23 13:35:44GUYASUTA INVESTMENT ADVISORS INC $1.75B
7772026-01-23 13:34:07VISIONARY HORIZONS LLC $193.34M
7782026-01-23 13:28:17STATE OF ALASKA DEPARTMENT OF REVENUE $9.40M
7792026-01-23 13:27:07UPTOWN FINANCIAL ADVISORS LLC $139.59M
7802026-01-23 13:26:58FOREFRONT WEALTH MANAGEMENT INC $139.37M
7812026-01-23 13:23:55ASPECT PARTNERS LLC $228.47M
7822026-01-23 13:20:58TECTONIC ADVISORS LLC $1.90B
7832026-01-23 13:09:37WESTSIDE INVESTMENT MANAGEMENT INC $625.12M
7842026-01-23 13:08:49LEGACY BRIDGE LLC $246.39M
7852026-01-23 13:08:13ASSET ADVISORS INVESTMENT MANAGEMENT LLC $1.08B
7862026-01-23 13:05:12HBW ADVISORY SERVICES LLC $920.34M
7872026-01-23 12:54:25E G ADVISORS LP $447.17M
7882026-01-23 12:53:55SIPPICAN CAPITAL ADVISORS $155.63M
7892026-01-23 12:42:35HIGHLAND FINANCIAL ADVISORS LLC $360.65M
7902026-01-23 12:38:40SAGE INVESTMENT COUNSEL LLC $90.90M
7912026-01-23 12:38:19GILLILAND JETER WEALTH MANAGEMENT LLC $330.84M
7922026-01-23 12:33:46RFG HOLDINGS INC $398.91M
7932026-01-23 12:32:32ATALA FINANCIAL INC $156.81M
7942026-01-23 12:32:03FSM WEALTH ADVISORS LLC $731.12M
7952026-01-23 12:29:20SMITH MOORE CO $1.32B
7962026-01-23 12:28:02DESTINY CAPITAL CORP CO $194.32M
7972026-01-23 12:27:01RETIREMENT GUYS FORMULA LLC $219.32M
7982026-01-23 12:20:49PATRIOT INVESTMENT MANAGEMENT INC $1.58B
7992026-01-23 12:18:08ACTINVER WEALTH MANAGEMENT INC $119.95M
8002026-01-23 12:17:21PARAGON CAPITAL MANAGEMENT INC $129.29M
8012026-01-23 12:14:04VALLEY NATIONAL ADVISERS INC $721.82K
8022026-01-23 12:11:33OLD NORTH STATE WEALTH MANAGEMENT LLC $212.79M
8032026-01-23 12:06:40KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP $141.36M
8042026-01-23 12:06:22BAILLIE GIFFORD CO $120.34B
8052026-01-23 11:57:44LUNATE CAPITAL LTD $264.26M
8062026-01-23 11:50:54JAMES J BURNS & COMPANY LLC $724.71M
8072026-01-23 11:50:01FINANCIAL ADVISORY PARTNERS LLC $354.60M
8082026-01-23 11:48:02ABLE FINANCIAL GROUP LLC $492.33M
8092026-01-23 11:45:01FFG PARTNERS LLC $344.90M
8102026-01-23 11:41:28BROWN MILLER WEALTH MANAGEMENT LLC $361.95M
8112026-01-23 11:40:36CHRONOS WEALTH MANAGEMENT LLC $216.05M
8122026-01-23 11:39:51PRIVATE WEALTH MANAGEMENT GROUP LLC $374.41M
8132026-01-23 11:39:34SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC $191.05M
8142026-01-23 11:34:32CAPITAL INVESTMENT COUNSEL INC $850.40M
8152026-01-23 11:34:09HIGH GROUND INVESTMENT MANAGEMENT LLP $686.76M
8162026-01-23 11:32:22CATHY PARETO & ASSOCIATES INC $144.07M
8172026-01-23 11:32:07NORTHLAND SECURITIES INC $104.30M
8182026-01-23 11:29:49MASTERCARD FOUNDATION ASSET MANAGEMENT CORP $41.10B
8192026-01-23 11:27:57AUA CAPITAL MANAGEMENT LLC $199.40M
8202026-01-23 11:23:22STANLEY LAMAN GROUP LTD $786.94M
8212026-01-23 11:21:29ANDREW HILL INVESTMENT ADVISORS INC $131.30M
8222026-01-23 11:18:24RUNNING OAK CAPITAL LLC $797.97M
8232026-01-23 11:16:46OGOREK ANTHONY JOSEPH NY ADV $363.62K
8242026-01-23 11:13:13LIVE OAK PRIVATE WEALTH LLC $734.18M
8252026-01-23 11:09:25DEPRINCE RACE ZOLLO INC $5.23B
8262026-01-23 11:08:00CASTELLAN GROUP LLC $795.17M
8272026-01-23 11:06:11IRIDIAN ASSET MANAGEMENT LLC $271.62M
8282026-01-23 11:02:55OXLER PRIVATE WEALTH LLC $345.36M
8292026-01-23 11:00:37MONARCH CAPITAL MANAGEMENT INC $406.84M
8302026-01-23 10:57:40BAYHUNT CAPITAL LLC $181.11M
8312026-01-23 10:56:19LEGACY FINANCIAL STRATEGIES LLC $564.78M
8322026-01-23 10:54:14U S CAPITAL WEALTH ADVISORS LLC $3.83B
8332026-01-23 10:52:55PMG WEALTH MANAGEMENT INC $136.45M
8342026-01-23 10:50:35BLUE SKY CAPITAL CONSULTANTS GROUP INC $230.15M
8352026-01-23 10:46:15FOUNDERS CAPITAL MANAGEMENT LLC $673.33M
8362026-01-23 10:43:28CAMBIAR INVESTORS LLC $2.24B
8372026-01-23 10:42:36TT INTERNATIONAL ASSET MANAGEMENT LTD $473.53K
8382026-01-23 10:41:57JOHNSTON ASSET MANAGEMENT CORP $2.10B
8392026-01-23 10:36:33HEDEKER WEALTH MANAGEMENT GROUP LLC $476.51M
8402026-01-23 10:27:45CURBSTONE FINANCIAL MANAGEMENT CORP $522.66M
8412026-01-23 10:25:48BRIGHT FINANCIAL ADVISORS INC $211.74M
8422026-01-23 10:22:59KELSEY FINANCIAL LLC $116.41M
8432026-01-23 10:20:43BURNEY CO $3.21B
8442026-01-23 10:02:34FIRST PREMIER BANK $436.20K
8452026-01-23 09:45:08GENWORTH FINANCIAL INC $445.81M
8462026-01-23 09:41:01TRUST CO OF VIRGINIA VA $1.24B
8472026-01-23 09:29:37ASHFORD ADVISORS LLC $456.72M
8482026-01-23 09:25:56LILLY ENDOWMENT INC $99.08B
8492026-01-23 09:24:27YORKTOWN MANAGEMENT RESEARCH CO INC $125.09M
8502026-01-23 09:16:38ALDEBARAN FINANCIAL INC $108.05M
8512026-01-23 09:08:22VALLEY BROOK CAPITAL GROUP INC $151.12M
8522026-01-23 09:06:37INTEGRATED WEALTHCARE LLC $118.93M
8532026-01-23 09:05:08AXIOM FINANCIAL STRATEGIES LLC $237.66M
8542026-01-23 09:03:26ARMBRUSTER CAPITAL MANAGEMENT INC $595.51M
8552026-01-23 08:59:47KAGAN COCOZZA ASSET MANAGEMENT $140.60M
8562026-01-23 08:57:07HELIOS CAPITAL MANAGEMENT PTE LTD $145.59M
8572026-01-23 08:37:00RSM US WEALTH MANAGEMENT LLC $7.85B
8582026-01-23 08:35:56NATIONWIDE FUND ADVISORS $2.34B
8592026-01-23 08:35:10DARA CAPITAL US INC $112.96M
8602026-01-23 08:22:38FIFTH THIRD SECURITIES INC $1.53B
8612026-01-23 08:19:29FORTUNE FINANCIAL ADVISORS LLC $148.32M
8622026-01-23 06:54:48NBT BANK N A NY $1.55B
8632026-01-23 06:40:14GIBBS WEALTH MANAGEMENT $413.32M
8642026-01-23 06:27:30KELLY FINANCIAL GROUP LLC $393.41M
8652026-01-23 06:25:10BOWMAN & CO S C $237.44M
8662026-01-23 06:22:14FAMILY INVESTMENT CENTER INC $495.20M
8672026-01-23 06:17:28GILBERT CAPITAL GROUP INC $133.05M
8682026-01-23 06:14:43FORT HENRY CAPITAL LLC $163.24M
8692026-01-23 06:10:41INTEGRATED FINANCIAL SOLUTIONS INC $166.91M
8702026-01-23 06:06:24SUMITOMO MITSUI TRUST HOLDINGS INC $170.27B
8712026-01-23 06:02:43LUMA CAPITAL SA SPF $106.59M
8722026-01-22 20:09:02COLORADO CAPITAL MANAGEMENT INC $266.38K
8732026-01-22 20:00:23ALTFEST L J CO INC $913.55M
8742026-01-22 19:48:45BEACON HARBOR WEALTH ADVISORS INC $451.13M
8752026-01-22 19:45:22PALOUSE CAPITAL MANAGEMENT INC $156.06M
8762026-01-22 19:08:01CURTIS ADVISORY GROUP LLC $476.71M
8772026-01-22 19:03:59KOOMAN & ASSOCIATES $338.08M
8782026-01-22 19:02:54LAUREL WEALTH PLANNING LLC $180.47M
8792026-01-22 18:54:18MARKET STREET WEALTH MANAGEMENT ADVISORS LLC $643.15M
8802026-01-22 18:49:57ROBBINS FARLEY LLC $220.53M
8812026-01-22 18:44:51HALBERT HARGROVE RUSSELL LLC $2.11B
8822026-01-22 18:34:57NEWTON ONE INVESTMENTS LLC $339.02M
8832026-01-22 18:31:58ARISTON SERVICES GROUP $170.49M
8842026-01-22 18:28:01BROWN LISLE CUMMINGS INC $405.90M
8852026-01-22 18:15:21STEIGERWALD GORDON AND KOCH INC $1.04B
8862026-01-22 18:14:08ROBECO INSTITUTIONAL ASSET MANAGEMENT B V $70.22B
8872026-01-22 18:12:15KG L CAPITAL MANAGEMENT LLC $403.49M
8882026-01-22 18:11:44S R SCHILL ASSOCIATES $141.62M
8892026-01-22 18:11:42VESTMENT FINANCIAL LLC $192.83M
8902026-01-22 18:11:09SFM LLC $170.66M
8912026-01-22 18:10:01SUCCESSFUL PORTFOLIOS LLC $196.26M
8922026-01-22 18:09:34KELLETT SCHAFFNER WEALTH ADVISORS LLC $175.07M
8932026-01-22 18:09:09MAINSAIL FINANCIAL GROUP LLC $240.39M
8942026-01-22 18:07:59ELEVATE CAPITAL ADVISORS LLC $151.18M
8952026-01-22 18:06:33MCCARTHY & COX $8.25M
8962026-01-22 18:05:40CAPITAL PLANNING LLC $356.89M
8972026-01-22 18:05:33TI TRUST INC $161.98M
8982026-01-22 18:04:53FORTRESS FINANCIAL SOLUTIONS LLC $97.74M
8992026-01-22 18:04:32CLEAR CREEK FINANCIAL MANAGEMENT LLC $1.23B
9002026-01-22 18:04:01MID AMERICAN WEALTH ADVISORY GROUP INC $236.71M
9012026-01-22 18:03:36WALLACE ADVISORY GROUP LLC $95.31M
9022026-01-22 18:03:09COMMUNITY BANK OF RAYMORE $147.05M
9032026-01-22 18:02:01GUARDIAN INVESTMENT MANAGEMENT $128.29M
9042026-01-22 18:01:37CANTOR FITZGERALD INVESTMENT ADVISER L P $1.35B
9052026-01-22 18:00:55TWELVE POINTS WEALTH MANAGEMENT LLC $444.27M
9062026-01-22 17:59:43WINDLE WEALTH LLC $223.23M
9072026-01-22 17:59:21BRYANT WOODS INVESTMENT ADVISORS LLC $258.02M
9082026-01-22 17:58:53FACTORY MUTUAL INSURANCE CO $9.86B
9092026-01-22 17:58:19HOWARD CAPITAL MANAGEMENT INC $7.72B
9102026-01-22 17:57:04BOUVEL INVESTMENT PARTNERS LLC $346.88M
9112026-01-22 17:56:41COMPREHENSIVE PORTFOLIO MANAGEMENT LLC $5.48B
9122026-01-22 17:56:14GAINPLAN LLC $266.90M
9132026-01-22 17:55:53DIVERSIFY ADVISORY SERVICES LLC $3.16B
9142026-01-22 17:55:18JOURNEY BEYOND WEALTH LLC $125.72M
9152026-01-22 17:54:21FONVILLE WEALTH MANAGEMENT LLC $489.10M
9162026-01-22 17:53:52STANICH GROUP LLC $132.62M
9172026-01-22 17:53:08FINANCIAL DESIGNS CORP $176.57M
9182026-01-22 17:52:47DHJJ FINANCIAL ADVISORS LTD $301.08M
9192026-01-22 17:52:42NORTHWEST QUADRANT WEALTH MANAGEMENT LLC $483.50M
9202026-01-22 17:52:17AZARIAS CAPITAL MANAGEMENT L P $228.42M
9212026-01-22 17:51:53SCHWAB CHARITABLE FUND $4.46B
9222026-01-22 17:51:20STRONG TOWER ADVISORY SERVICES $558.47M
9232026-01-22 17:49:59EAGLE STRATEGIES LLC $782.97M
9242026-01-22 17:49:32SIMPLIFI INC $236.39M
9252026-01-22 17:49:11CLARITY WEALTH ADVISORS LLC $490.15M
9262026-01-22 17:48:40CARNEGIE CAPITAL ASSET MANAGEMENT LLC $5.42B
9272026-01-22 17:48:05PEAK FINANCIAL MANAGEMENT INC $387.75M
9282026-01-22 17:47:41VESTED FINANCIAL PLANNING LLC $129.86M
9292026-01-22 17:47:12LINCOLN CAPITAL CORP $281.51M
9302026-01-22 17:46:54PARTHENON LLC $926.70M
9312026-01-22 17:46:26SPRINGVEST WEALTH MANAGEMENT LLC $143.50M
9322026-01-22 17:46:05RFG BRISTOL WEALTH ADVISORS LLC $359.02M
9332026-01-22 17:42:35PROSPERITY ADVISERS LLC $121.14M
9342026-01-22 17:41:24DILIGENT INVESTORS LLC $406.61M
9352026-01-22 17:41:06OCEAN CAPITAL MANAGEMENT LLC $502.17M
9362026-01-22 17:34:47COERENTE CAPITAL MANAGEMENT $547.99M
9372026-01-22 17:30:22GLP HOLDINGS LLLP $104.97M
9382026-01-22 17:28:18TELOS CAPITAL MANAGEMENT INC $1.07B
9392026-01-22 17:03:17NETWORTH ADVISORS LLC $135.49M
9402026-01-22 17:00:00TRU INDEPENDENCE LLC $396.57M
9412026-01-22 16:38:48ARGUS INVESTORS COUNSEL INC $125.19M
9422026-01-22 16:18:11RICHARDSON FINANCIAL SERVICES INC $309.37M
9432026-01-22 16:15:28MASSACHUSETTS FINANCIAL SERVICES CO MA $310.12B
9442026-01-22 16:13:38CITY HOLDING CO $812.80M
9452026-01-22 16:11:18COLONY FAMILY OFFICES LLC $400.56M
9462026-01-22 16:07:02MADRONA FINANCIAL SERVICES LLC $467.98M
9472026-01-22 16:06:11HHM WEALTH ADVISORS LLC $849.59M
9482026-01-22 16:00:40DDD PARTNERS LLC $1.57B
9492026-01-22 15:57:13GREENUP STREET WEALTH MANAGEMENT LLC $650.82M
9502026-01-22 15:53:13SPIREPOINT PRIVATE CLIENT LLC $1.05B
9512026-01-22 15:42:28TRIAD WEALTH PARTNERS LLC $1.05B
9522026-01-22 15:36:28CURRAN FINANCIAL PARTNERS LLC $526.52M
9532026-01-22 15:36:19VISTA INVESTMENT PARTNERS II LLC $232.10M
9542026-01-22 15:32:16WHITAKER MYERS WEALTH MANAGERS LTD $479.33M
9552026-01-22 15:31:32CHRISTIAN INVESTMENT ADVISORS INC $123.39M
9562026-01-22 15:31:14P E GLOBAL LLC $1.39B
9572026-01-22 15:30:29GARRISON BRADFORD ASSOCIATES INC $92.09M
9582026-01-22 15:26:05VENTURI WEALTH MANAGEMENT LLC $2.25B
9592026-01-22 15:24:46COMPASS PLANNING ASSOCIATES INC $144.38M
9602026-01-22 15:18:53APOLLON FINANCIAL LLC $688.75M
9612026-01-22 15:18:50RED TORTOISE LLC $235.69M
9622026-01-22 15:17:30BARTLETT & CO WEALTH MANAGEMENT LLC $7.64B
9632026-01-22 15:15:38PREMIER PATH WEALTH PARTNERS LLC $774.39M
9642026-01-22 15:14:58APOLLON WEALTH MANAGEMENT LLC $5.77B
9652026-01-22 15:08:37CHARTER TRUST CO $1.73B
9662026-01-22 15:01:48FSC WEALTH ADVISORS LLC $61.64M
9672026-01-22 14:54:36LEE FINANCIAL CO $741.18M
9682026-01-22 14:52:53IRON FINANCIAL LLC $217.57M
9692026-01-22 14:52:45RODGERS AND ASSOCIATES LTD $987.59M
9702026-01-22 14:51:13K2 FINANCIAL INC $129.38M
9712026-01-22 14:49:01HARVEY INVESTMENT CO LLC $939.24K
9722026-01-22 14:48:21BUSKA WEALTH MANAGEMENT LLC $270.65M
9732026-01-22 14:43:27ACCORDANT ADVISORY GROUP INC $144.91M
9742026-01-22 14:38:59COURANT INVESTMENT MANAGEMENT LLC $110.60M
9752026-01-22 14:36:41KINGSMAN WEALTH MANAGEMENT INC $184.92M
9762026-01-22 14:36:02LDR CAPITAL MANAGEMENT LLC $72.16M
9772026-01-22 14:27:39BFSG LLC $1.03B
9782026-01-22 14:21:37CARDINAL CAPITAL MANAGEMENT INC $4.45B
9792026-01-22 14:21:32TRILOGY CAPITAL INC $2.24B
9802026-01-22 14:19:16ADVANTAGE ALPHA CAPITAL PARTNERS LP $0.00
9812026-01-22 14:18:04LEGACY TRUST $534.65M
9822026-01-22 14:13:37BROOKWOOD INVESTMENT GROUP LLC $833.18M
9832026-01-22 14:12:06BOCHK ASSET MANAGEMENT LTD $374.36M
9842026-01-22 14:09:25GOOD STEWARD WEALTH ADVISORS LLC $151.53M
9852026-01-22 14:05:04ALPHA OMEGA WEALTH MANAGEMENT LLC $602.81M
9862026-01-22 13:59:43STERNECK CAPITAL MANAGEMENT LLC $222.06M
9872026-01-22 13:56:30O BRIEN WEALTH PARTNERS LLC $756.23M
9882026-01-22 13:54:00WILLIS JOHNSON AND ASSOCIATES INC $1.62B
9892026-01-22 13:53:39YODER WEALTH MANAGEMENT INC $219.63M
9902026-01-22 13:51:47ROBERT B DAUGHERTY FOUNDATION $100.58M
9912026-01-22 13:34:13GLASS JACOBSON INVESTMENT ADVISORS LLC $277.97M
9922026-01-22 13:27:18CHARTER CAPITAL MANAGEMENT LLC DE $193.66M
9932026-01-22 13:25:55DOUGLAS LANE ASSOCIATES LLC $7.29B
9942026-01-22 13:18:25NRI WEALTH MANAGEMENT LC $196.06M
9952026-01-22 13:16:50PINNACLE BANK $341.17M
9962026-01-22 13:09:45RIDGECREST WEALTH PARTNERS LLC $184.38M
9972026-01-22 13:08:24NAUTILUS ADVISORS LLC $153.16M
9982026-01-22 13:06:35KENNEBEC SAVINGS BANK $115.77M
9992026-01-22 13:02:06PARADIGM STRATEGIES IN WEALTH MANAGEMENT LLC $152.38M
10002026-01-22 12:48:44GRANITE HARBOR ADVISORS INC $236.75M
10012026-01-22 12:47:14DEDORA CAPITAL INC $422.46M
10022026-01-22 12:45:17CASCADE INVESTMENT GROUP INC $149.83M
10032026-01-22 12:42:11COLUMBIA ADVISORY PARTNERS LLC $146.77M
10042026-01-22 12:38:14AMTRUST FINANCIAL SERVICES INC $315.62M
10052026-01-22 12:35:10ENCOMPASS WEALTH ADVISORS LLC $293.88M
10062026-01-22 12:34:59TRUE NORTH ADVISORS LLC $773.54M
10072026-01-22 12:24:25FLAGSHIP CAPITAL MANAGEMENT INC $141.39M
10082026-01-22 12:23:56FOUNDATION RESOURCE MANAGEMENT INC $747.47M
10092026-01-22 12:22:44CARLTON HOFFERKAMP JENKS WEALTH MANAGEMENT LLC $299.35M
10102026-01-22 12:21:22IFRAH FINANCIAL SERVICES INC $389.36M
10112026-01-22 12:10:17FIDUCIARY PLANNING LLC $329.49M
10122026-01-22 12:07:48INTERGY PRIVATE WEALTH LLC $331.47M
10132026-01-22 12:05:49VAVRA CAPITAL MANAGEMENT LLC $101.80M
10142026-01-22 12:04:52SYSTELLIGENCE LLC $525.29M
10152026-01-22 12:01:02INVESTMENT ADVISORY SERVICES INC TX ADV $319.66M
10162026-01-22 11:59:23SEARCY FINANCIAL SERVICES INC ADV $269.81M
10172026-01-22 11:59:19ROFFMAN MILLER ASSOCIATES INC PA $1.83B
10182026-01-22 11:59:11JACKSON THORNTON ASSET MANAGEMENT LLC $1.06B
10192026-01-22 11:52:38QUOTIENT WEALTH PARTNERS LLC $3.76B
10202026-01-22 11:48:28TSA WEALTH MANAGMENT LLC $301.96M
10212026-01-22 11:44:44BNC WEALTH MANAGEMENT LLC $389.94M
10222026-01-22 11:43:17PARAGON CAPITAL MANAGEMENT LTD $502.40M
10232026-01-22 11:42:29TRIUM CAPITAL LLP $128.88M
10242026-01-22 11:41:32ELM3 FINANCIAL GROUP LLC $120.56M
10252026-01-22 11:40:44FLOWER CITY CAPITAL $196.07M
10262026-01-22 11:40:37CHRISTENSEN KING & ASSOCIATES INVESTMENT SERVICES INC $234.34M
10272026-01-22 11:36:44VICUS CAPITAL $1.33B
10282026-01-22 11:29:54VISION FINANCIAL MARKETS LLC $97.98M
10292026-01-22 11:27:00BENEFIT STREET PARTNERS LLC $90.74M
10302026-01-22 11:07:27CASTLE WEALTH MANAGEMENT LLC $301.87M
10312026-01-22 11:03:38ETF STORE INC $98.03M
10322026-01-22 10:57:50JONES COLLOMBIN INVESTMENT COUNSEL INC $326.89M
10332026-01-22 10:55:52FIDUCIARY ALLIANCE LLC $1.53B
10342026-01-22 10:50:27TREASURE COAST FINANCIAL PLANNING $188.27M
10352026-01-22 10:49:19WEALTH GROUP LTD $102.59K
10362026-01-22 10:44:14WESTBOURNE INVESTMENTS INC $214.94M
10372026-01-22 10:42:15NORTHCAPE WEALTH MANAGEMENT LLC $354.45M
10382026-01-22 10:41:51SHIKIAR ASSET MANAGEMENT INC $401.64K
10392026-01-22 10:40:19TRINITY STREET ASSET MANAGEMENT LLP $1.59B
10402026-01-22 10:40:11MECHANICS FINANCIAL CORP $270.89M
10412026-01-22 10:39:57MOUNT VERNON ASSOCIATES INC MD $148.68K
10422026-01-22 10:37:29V SQUARE QUANTITATIVE MANAGEMENT LLC $962.06M
10432026-01-22 10:27:18WASHBURN CAPITAL MANAGEMENT INC $181.65M
10442026-01-22 10:25:53PHOENIX WEALTH ADVISORS $259.98M
10452026-01-22 10:24:50CAMPBELL DEEGAN WEALTH MANAGEMENT LLC $123.88M
10462026-01-22 10:23:06WILLIS INVESTMENT COUNSEL $1.94B
10472026-01-22 10:17:24MASECO LLP $2.30B
10482026-01-22 10:17:17FRANKLIN PARLAPIANO TURNER WELCH LLC $402.68M
10492026-01-22 10:08:02PERSONAL CFO SOLUTIONS LLC $629.84M
10502026-01-22 10:03:20ALLGEN FINANCIAL ADVISORS INC $421.66M
10512026-01-22 09:55:20WEALTHBRIDGE INVESTMENT COUNSEL INC $333.28K
10522026-01-22 09:24:41NIPPON LIFE INSURANCE CO $5.81M
10532026-01-22 09:23:06HILL ISLAND FINANCIAL LLC $417.88M
10542026-01-22 09:22:13MONTE FINANCIAL GROUP LLC $268.33M
10552026-01-22 09:16:41CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC $36.27M
10562026-01-22 09:16:23CENTENNIAL ADVISORS LLC $76.97M
10572026-01-22 09:05:32CARSONALLARIA WEALTH MANAGEMENT LTD $201.53M
10582026-01-22 09:04:26YARGER WEALTH STRATEGIES LLC $232.67M
10592026-01-22 09:02:41BEACON FINANCIAL PLANNING INC $207.34M
10602026-01-22 09:01:31SQUIRE INVESTMENT MANAGEMENT COMPANY LLC $330.47M
10612026-01-22 08:51:47WELLCOME TRUST LTD THE AS TRUSTEE OF THE WELLCOME TRUST $9.32B
10622026-01-22 08:51:03OFI INVEST ASSET MANAGEMENT $7.01B
10632026-01-22 08:41:36CACHE ADVISORS LLC $814.15M
10642026-01-22 08:37:22MONTZ HARCUS WEALTH MANAGEMENT LLC $246.71M
10652026-01-22 08:35:44POWERS ADVISORY GROUP LLC $265.52M
10662026-01-22 08:34:07UPPER LEFT WEALTH MANAGEMENT LLC $164.08M
10672026-01-22 08:32:22GLENCORE PLC $4.33B
10682026-01-22 08:30:35GREENBERG FINANCIAL GROUP $242.87M
10692026-01-22 06:38:46CCLA INVESTMENT MANAGEMENT LTD $6.23B
10702026-01-21 21:50:08HAGER INVESTMENT MANAGEMENT SERVICES LLC $183.37M
10712026-01-21 21:42:28BEAR MOUNTAIN CAPITAL INC $309.82M
10722026-01-21 20:43:14ECHO WEALTH MANAGEMENT LLC $171.27M
10732026-01-21 20:01:50CAPSTONE CAPITAL WEALTH ADVISORS $153.91M
10742026-01-21 19:50:00HARWOOD ADVISORY GROUP LLC $321.88M
10752026-01-21 19:33:14LESA SROUFE CO $134.32K
10762026-01-21 19:29:22MH & ASSOCIATES SECURITIES MANAGEMENT CORP ADV $122.46M
10772026-01-21 18:43:48NEWMAN DIGNAN SHEERAR INC $479.85M
10782026-01-21 18:35:15COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC $145.03M
10792026-01-21 18:33:53FINANCIAL CONSULATE INC $731.40M
10802026-01-21 18:28:17FMB WEALTH MANAGEMENT $253.43M
10812026-01-21 18:25:49ADDENDA CAPITAL INC $3.41B
10822026-01-21 18:22:50DEMARS FINANCIAL GROUP LLC $298.80M
10832026-01-21 18:21:34WETZEL INVESTMENT ADVISORS INC $246.94M
10842026-01-21 18:14:21EVERMAY WEALTH MANAGEMENT LLC $891.16M
10852026-01-21 17:53:12ALTUS WEALTH MANAGEMENT LLC $231.96M
10862026-01-21 17:50:16CLIFTONLARSONALLEN WEALTH ADVISORS LLC $6.62B
10872026-01-21 17:37:44WEAVER CAPITAL MANAGEMENT LLC $473.62M
10882026-01-21 17:30:16PRIME CAPITAL INVESTMENT ADVISORS LLC $8.21B
10892026-01-21 17:25:02MCNAMARA FINANCIAL SERVICES INC $527.21M
10902026-01-21 17:21:41COMPASS ADVISORY GROUP LLC $370.12M
10912026-01-21 17:20:12ERGAWEALTH ADVISORS INC $217.33M
10922026-01-21 17:19:47TRUEFG LLC $372.68M
10932026-01-21 17:19:00BAKER ELLIS ASSET MANAGEMENT LLC $830.97M
10942026-01-21 17:18:39SUTTON PLACE INVESTORS LLC $182.14M
10952026-01-21 17:17:10WESTFULLER ADVISORS LLC $247.26M
10962026-01-21 17:16:55GREENHOUSE WEALTH MANAGEMENT LLC $169.08M
10972026-01-21 17:04:41JACKSON SQUARE CAPITAL LLC $505.47M
10982026-01-21 17:02:03WEST PACES ADVISORS INC $517.00M
10992026-01-21 16:59:47FRANKLIN STREET ADVISORS INC NC $1.75B
11002026-01-21 16:58:55LEDYARD NATIONAL BANK $1.16B
11012026-01-21 16:53:39CAPITAL INVESTMENT ADVISORY SERVICES LLC $1.41B
11022026-01-21 16:52:43PROVIDENT LIVING FINANCIAL SERVICES INC $101.80M
11032026-01-21 16:48:26HARTFORD FINANCIAL MANAGEMENT INC $384.88M
11042026-01-21 16:46:51MCELHENNY SHEFFIELD CAPITAL MANAGEMENT LLC $410.93M
11052026-01-21 16:39:20CANTON HATHAWAY LLC $518.60M
11062026-01-21 16:30:54MAINSTREAM CAPITAL MANAGEMENT LLC $152.76M
11072026-01-21 16:28:51RUNNYMEDE CAPITAL ADVISORS INC $124.17M
11082026-01-21 16:28:16TANDEM INVESTMENT PARTNERS LLC $118.58M
11092026-01-21 16:27:09STONE HOUSE INVESTMENT MANAGEMENT LLC $644.19M
11102026-01-21 16:25:20GPWM LLC $172.55M
11112026-01-21 16:20:33FINANCIAL ARCHITECTS LLC $185.93M
11122026-01-21 16:18:01WOODMONT INVESTMENT COUNSEL LLC $1.60B
11132026-01-21 16:16:06PALADIN ADVISORY GROUP LLC $136.94M
11142026-01-21 16:16:00TOWNSEND ASSET MANAGEMENT CORP NC ADV $283.87M
11152026-01-21 16:15:20OAK THISTLE LLC $719.90M
11162026-01-21 16:13:18CENTER FOR ASSET MANAGEMENT LLC $191.24M
11172026-01-21 15:56:42AK GLOBAL ASSET MANAGEMENT LLC $114.38M
11182026-01-21 15:55:48SEASCAPE CAPITAL MANAGEMENT $351.78K
11192026-01-21 15:55:23BIP WEALTH LLC $2.83B
11202026-01-21 15:50:17FRG FAMILY WEALTH ADVISORS LLC $644.09M
11212026-01-21 15:46:36YOUSIF CAPITAL MANAGEMENT LLC $9.12B
11222026-01-21 15:42:21TOWERCREST CAPITAL MANAGEMENT $634.26M
11232026-01-21 15:42:10AFFIANCE FINANCIAL LLC $621.82M
11242026-01-21 15:41:48ALLIANCE WEALTH MANAGEMENT GROUP $455.68M
11252026-01-21 15:38:12KAWA CAPITAL MANAGEMENT INC $43.24M
11262026-01-21 15:31:46SIVIK GLOBAL HEALTHCARE LLC $344.61K
11272026-01-21 15:23:59ERVIN INVESTMENT MANAGEMENT LLC $178.50M
11282026-01-21 15:23:32PENNEY FINANCIAL LLC $259.14M
11292026-01-21 15:16:07CAPITAL ADVISORY GROUP ADVISORY SERVICES LLC $339.98M
11302026-01-21 15:10:36GREENLEAF TRUST $10.91B
11312026-01-21 15:04:51CULBERTSON A N CO INC $728.89M
11322026-01-21 15:02:19HRC WEALTH MANAGEMENT LLC $208.79M
11332026-01-21 14:59:37WILKINS MILLER WEALTH MANAGEMENT LLC $167.91M
11342026-01-21 14:57:51KENTUCKY TRUST CO $188.55M
11352026-01-21 14:57:47TSP CAPITAL MANAGEMENT GROUP LLC $409.26M
11362026-01-21 14:56:12JERICHO FINANCIAL LLP $166.02M
11372026-01-21 14:54:37XR SECURITIES LLC $0.00
11382026-01-21 14:52:55ASIO CAPITAL LLC $708.81M
11392026-01-21 14:51:20CRUX WEALTH ADVISORS $268.76M
11402026-01-21 14:47:30WILLIAM HOWARD & CO FINANCIAL ADVISORS INC $118.63M
11412026-01-21 14:34:22PINE BROOK ROAD ADVISORS LP $141.10M
11422026-01-21 14:32:23CLAYTON FINANCIAL GROUP LLC $196.12M
11432026-01-21 14:27:23MASTER'S WEALTH MANAGEMENT INC $278.09M
11442026-01-21 14:24:37C2C WEALTH MANAGEMENT LLC $118.62M
11452026-01-21 14:23:074WEALTH ADVISORS INC $117.20M
11462026-01-21 14:21:46PALUMBO WEALTH MANAGEMENT LLC $405.29M
11472026-01-21 14:21:25JEFFERSON BRIDGE CAPITAL LLC $99.33M
11482026-01-21 14:20:48PROCORE ADVISORS LLC $97.52M
11492026-01-21 14:18:53PETRA FINANCIAL ADVISORS INC $170.40M
11502026-01-21 14:18:31MUZINICH CO INC $318.03M
11512026-01-21 14:17:22FIVE PINE WEALTH MANAGEMENT $155.90M
11522026-01-21 14:16:27NAVITER WEALTH LLC $767.17M
11532026-01-21 14:14:20CCG WEALTH MANAGEMENT LLC $233.36M
11542026-01-21 14:11:58CAMBRIDGE ADVISORS INC $525.33M
11552026-01-21 14:11:47BALANCE WEALTH LLC $311.58M
11562026-01-21 14:10:11PERFROMANCE WEALTH PARTNERS LLC $3.69B
11572026-01-21 14:07:31SNIDER FINANCIAL GROUP $375.25M
11582026-01-21 14:07:18INDIANA TRUST INVESTMENT MANAGEMENT CO $339.07M
11592026-01-21 14:04:06FINER WEALTH MANAGEMENT INC $206.69M
11602026-01-21 14:01:38MAYFAIR ADVISORY GROUP LLC $257.47M
11612026-01-21 13:58:45M KRAUS CO $358.15M
11622026-01-21 13:58:03PACIFIC POINT ADVISORS LLC $186.81M
11632026-01-21 13:56:53ETHOS CAPITAL MANAGEMENT INC $106.16M
11642026-01-21 13:56:38MBL WEALTH LLC $1.25B
11652026-01-21 13:56:08NESTEGG ADVISORS INC $117.07M
11662026-01-21 13:55:57NEXUS INVESTMENT MANAGEMENT INC $733.78M
11672026-01-21 13:55:30WERNAU ASSET MANAGEMENT INC $184.84M
11682026-01-21 13:54:16MAYPORT LLC $496.44M
11692026-01-21 13:50:58WEALTHBRIDGE CAPITAL MANAGEMENT LLC $438.94M
11702026-01-21 13:45:16BLUESTEM FINANCIAL ADVISORS LLC $258.87M
11712026-01-21 13:44:59STEADTRUST LLC $162.44M
11722026-01-21 13:38:47AMS CAPITAL LTDA $258.48K
11732026-01-21 13:33:57VANDERBILT UNIVERSITY $585.74M
11742026-01-21 13:33:46BISHOP CO INVESTMENT MANAGEMENT LLC $301.90M
11752026-01-21 13:30:55MODERA WEALTH MANAGEMENT LLC $8.64B
11762026-01-21 13:30:12AZZAD ASSET MANAGEMENT INC ADV $1.02B
11772026-01-21 13:29:51CANE CAPITAL PARTNERS LLC $254.41M
11782026-01-21 13:28:23HUNTER ASSOCIATES INC $748.04K
11792026-01-21 13:27:02BROOKLYN FI LLC $467.27M
11802026-01-21 13:22:47V2 FINANCIAL GROUP LLC $203.00M
11812026-01-21 13:18:59BAER INVESTMENT ADVISORY LLC $105.06M
11822026-01-21 13:12:44INTRINSIC VALUE PARTNERS LLC $133.33M
11832026-01-21 13:07:08MARTEL WEALTH ADVISORS INC $585.59M
11842026-01-21 13:06:47BOOMFISH WEALTH GROUP LLC $187.10M
11852026-01-21 12:57:47PHYSICIANS FINANCIAL SERVICES INC $372.74K
11862026-01-21 12:56:07WINTHROP ADVISORY GROUP LLC $1.18B
11872026-01-21 12:55:45DMG GROUP LLC $149.91M
11882026-01-21 12:52:10SOUTH SHORE CAPITAL ADVISORS $136.85M
11892026-01-21 12:51:02RYDAR EQUITIES INC $128.30M
11902026-01-21 12:45:56RALEIGH CAPITAL MANAGEMENT INC $275.52M
11912026-01-21 12:44:13ROCKY MOUNTAIN ADVISERS LLC $347.29M
11922026-01-21 12:32:58REGISTER FINANCIAL ADVISORS LLC $256.81M
11932026-01-21 12:31:20CAROLINA WEALTH ADVISORS LLC $224.34M
11942026-01-21 12:29:28MASON & ASSOCIATES LLC $439.82M
11952026-01-21 12:29:09CAPITAL ADVISORS LTD LLC $886.72K
11962026-01-21 12:27:04ROBINHOOD ASSET MANAGEMENT LLC $1.26B
11972026-01-21 12:23:04CITADEL INVESTMENT ADVISORY INC $231.45M
11982026-01-21 12:22:52LANDAAS CO WI ADV $454.53M
11992026-01-21 12:21:08GROESBECK INVESTMENT MANAGEMENT CORP NJ $53.00K
12002026-01-21 12:11:15SUMMA CORP $233.16M
12012026-01-21 12:09:42TPG ADVISORS LLC $160.69M
12022026-01-21 11:55:59BROWN SHIPLEY& CO LTD $186.97M
12032026-01-21 11:54:06BANQUE DE LUXEMBOURG SA $234.83M
12042026-01-21 11:53:46NEW WAVE WEALTH ADVISORS LLC $273.35M
12052026-01-21 11:53:16FULTON BREAKEFIELD BROENNIMAN LLC $1.58B
12062026-01-21 11:50:38HUDSON CAPITAL MANAGEMENT LLC $398.50M
12072026-01-21 11:48:43TALBOT FINANCIAL LLC $1.21B
12082026-01-21 11:43:13RHEOS CAPITAL WORKS INC $1.56M
12092026-01-21 11:42:12NOVAPOINT CAPITAL LLC $388.34M
12102026-01-21 11:32:03BANK OF STOCKTON $349.36M
12112026-01-21 11:28:36FORBES J M CO LLP $1.24B
12122026-01-21 11:27:57DELPHI MANAGEMENT INC MA $102.69K
12132026-01-21 11:24:19HERITAGE OAK WEALTH ADVISORS LLC $270.52M
12142026-01-21 11:21:42DAYTONA STREET CAPITAL LLC $128.71M
12152026-01-21 11:20:34FUTURE FINANCIAL WEALTH MANAGMENT LLC $165.08M
12162026-01-21 11:19:01KFG WEALTH MANAGEMENT LLC $747.71M
12172026-01-21 11:16:27PERSIUM ADVISORS LLC $138.59M
12182026-01-21 11:09:52KEDALION CAPITAL MANAGEMENT LLP $4.07B
12192026-01-21 11:05:13FIRST UNITED BANK TRUST $313.33M
12202026-01-21 10:54:34AMELIORA WEALTH MANAGEMENT LTD $328.27M
12212026-01-21 10:54:30SJS INVESTMENT CONSULTING INC $790.38M
12222026-01-21 10:48:11STAPP WEALTH MANAGEMENT PLLC $77.65M
12232026-01-21 10:46:13FINWARD BANCORP $128.79M
12242026-01-21 10:44:12STOCK YARDS BANK TRUST CO $3.27B
12252026-01-21 10:41:43DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD $357.34M
12262026-01-21 10:41:17WARNER FINANCIAL INC $288.06K
12272026-01-21 10:40:04ALBION FINANCIAL GROUP UT $1.61B
12282026-01-21 10:29:01SHARIAPORTFOLIO INC $237.45M
12292026-01-21 10:22:10BARTON INVESTMENT MANAGEMENT $928.11M
12302026-01-21 10:21:05EDMP INC $121.68M
12312026-01-21 10:17:16RETIREMENT INVESTMENT ADVISORS INC $1.24B
12322026-01-21 10:15:53APELLA CAPITAL LLC $5.06B
12332026-01-21 10:10:43STRONGBOX WEALTH LLC $304.28M
12342026-01-21 09:57:43INLET PRIVATE WEALTH LLC $431.12M
12352026-01-21 09:53:33TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH ALLIANZ POLSKA SA $47.00M
12362026-01-21 09:51:39GRAHAM CAPITAL WEALTH MANAGEMENT LLC $108.84M
12372026-01-21 09:48:08FLAGSHIP HARBOR ADVISORS LLC $2.12B
12382026-01-21 09:47:26AVANTRA FAMILY WEALTH INC $137.86M
12392026-01-21 09:45:52PARAGON FINANCIAL PARTNERS INC $162.50M
12402026-01-21 09:44:15NEWBRIDGE FINANCIAL SERVICES GROUP INC $644.03M
12412026-01-21 09:43:47COUNTRY TRUST BANK $5.52B
12422026-01-21 09:43:07LEADING EDGE FINANCIAL PLANNING LLC $438.84M
12432026-01-21 09:42:08CREWS BANK & TRUST $698.78M
12442026-01-21 09:40:55KRAEMATON INVESTMENT ADVISORS INC $125.53M
12452026-01-21 09:29:05PORTSIDE WEALTH GROUP LLC $743.65M
12462026-01-21 09:24:40CONSTELLATION INVESTMENTS INC $3.24B
12472026-01-21 09:17:52LAKESHORE CAPITAL GROUP INC $124.96M
12482026-01-21 09:07:31SOUND INCOME STRATEGIES LLC $2.11B
12492026-01-21 08:56:17JMAC ENTERPRISES LLC $523.21M
12502026-01-21 08:51:03HT PARTNERS LLC $336.32M
12512026-01-21 08:23:55MTCO LTD $247.23M
12522026-01-21 08:19:23PEDDOCK CAPITAL ADVISORS LLC $477.31M
12532026-01-21 06:59:49RATHBONE BROTHERS PLC $25.26B
12542026-01-21 06:55:49QUILTER PLC $5.96B
12552026-01-21 06:14:24CAPRICORN FUND MANAGERS LTD $414.89M
12562026-01-21 06:01:03YD MORE INVESTMENTS LTD $2.09B
12572026-01-20 21:58:10PLANNING DIRECTIONS INC $198.44M
12582026-01-20 21:56:37OLIO FINANCIAL PLANNING $356.49M
12592026-01-20 21:56:06LOCKERMAN FINANCIAL GROUP INC $52.13M
12602026-01-20 21:55:35TOUCHSTONE CAPITAL INC $0.00
12612026-01-20 21:54:59KAIZEN FINANCIAL STRATEGIES $226.69M
12622026-01-20 21:54:24ACCESS FINANCIAL SERVICES INC $274.67M
12632026-01-20 21:53:52CAPITAL ADVISORS WEALTH MANAGEMENT LLC $734.12M
12642026-01-20 21:50:40LEGACY WEALTH MANAGEMENT INC $1.74B
12652026-01-20 21:49:59CAPITAL MANAGEMENT ASSOCIATES INC $452.26M
12662026-01-20 21:45:26ALL STARS INVESTMENT LTD $267.54M
12672026-01-20 21:42:37COOKE WEALTH MANAGEMENT LLC $114.56M
12682026-01-20 21:32:34BEAUMONT ASSET MANAGEMENT L L C $200.11M
12692026-01-20 21:32:01IMZ ADVISORY INC $273.14M
12702026-01-20 21:31:26SEED WEALTH MANAGEMENT INC $145.00M
12712026-01-20 21:30:55UNISON ADVISORS LLC $1.14B
12722026-01-20 21:30:03GUILD INVESTMENT MANAGEMENT INC $134.85M
12732026-01-20 21:29:02BLUE ZONE WEALTH ADVISORS LLC $522.91M
12742026-01-20 21:28:26PEAVINE CAPITAL MANAGEMENT LLC $473.23M
12752026-01-20 21:27:54TRUEBLOOD WEALTH MANAGEMENT LLC $256.21M
12762026-01-20 21:27:19AJ ADVISORS LLC $270.85M
12772026-01-20 21:26:43WESTERN FINANCIAL CORP CA $252.15M
12782026-01-20 21:25:35TARBOX GROUP INC $621.55M
12792026-01-20 21:24:52BUFFALO BUSINESS & ESTATE SERVICES LTD $695.96M
12802026-01-20 21:24:12MEZZASALMA ADVISORS LLC $416.26M
12812026-01-20 21:23:11SUNBURST FINANCIAL GROUP LLC $494.25M
12822026-01-20 21:21:36TORON CAPITAL MARKETS INC $1.41B
12832026-01-20 21:10:16NIATROSS INVESTMENTS LTD $157.96M
12842026-01-20 21:08:57LEO WEALTH LLC $1.38B
12852026-01-20 20:53:58MBA ADVISORS LLC $248.11M
12862026-01-20 20:52:38ELWOOD GOETZ WEALTH ADVISORY GROUP LLC $568.76M
12872026-01-20 20:51:00FIGURE 8 INVESTMENT STRATEGIES LLC $112.32M
12882026-01-20 20:50:35IMPACT INVESTORS INC $144.18M
12892026-01-20 20:48:31SEATOWN HOLDINGS PTE LTD $172.37M
12902026-01-20 20:47:29WALKNER CONDON FINANCIAL ADVISORS LLC $719.95M
12912026-01-20 20:47:22STEP CAPITAL MANAGEMENT PTE LTD $218.34M
12922026-01-20 20:30:11TRIVANT CUSTOM PORTFOLIO GROUP LLC $173.64M
12932026-01-20 20:26:56PHOCAS FINANCIAL CORP $752.11M
12942026-01-20 20:25:33BASE WEALTH MANAGEMENT LLC $185.78M
12952026-01-20 20:23:03NORTHCAPE CAPITAL PTY LTD $866.95M
12962026-01-20 20:20:53SC&H FINANCIAL ADVISORS INC $646.36M
12972026-01-20 19:57:51SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC $197.83M
12982026-01-20 18:34:30ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC $664.51M
12992026-01-20 18:17:55SOWELL FINANCIAL SERVICES LLC $2.72B
13002026-01-20 18:11:33SENSENIG CAPITAL ADVISORS INC $98.41M
13012026-01-20 18:01:33SALUS FINANCIAL ADVISORS LLC $166.85M
13022026-01-20 18:01:14STONEBRIDGE FINANCIAL GROUP LLC $1.17B
13032026-01-20 18:00:23MBE WEALTH MANAGEMENT LLC $238.84M
13042026-01-20 17:58:06LONG ISLAND WEALTH MANAGEMENT INC $211.46M
13052026-01-20 17:57:05JACOBSON SCHMITT ADVISORS LLC $593.94M
13062026-01-20 17:49:42BLUESPHERE ADVISORS LLC $226.10M
13072026-01-20 17:45:39FINANCIAL & TAX ARCHITECTS LLC $445.02M
13082026-01-20 17:42:07ERICKSON FINANCIAL GROUP LLC $162.85M
13092026-01-20 17:39:21GERBER LLC $179.31M
13102026-01-20 17:37:38TIGEROAK MANAGEMENT LLC $327.88M
13112026-01-20 17:35:01FINLEY FINANCIAL LLC $218.32M
13122026-01-20 17:32:55TADDEI LUDWIG AND ASSOCIATES INC $526.44M
13132026-01-20 17:32:36TOWER TRUST & INVESTMENT CO $158.94M
13142026-01-20 17:31:02INTEGRIS WEALTH MANAGEMENT LLC $439.41M
13152026-01-20 17:29:59VOISARD ASSET MANAGEMENT GROUP INC $463.23M
13162026-01-20 17:28:38NAVPOINT FINANCIAL INC $233.97M
13172026-01-20 17:28:30MADISON PARK CAPITAL ADVISORS LLC $123.23M
13182026-01-20 17:27:24PARK CAPITAL MANAGEMENT LLC WI $139.73M
13192026-01-20 17:26:09BXM WEALTH LLC $129.69M
13202026-01-20 17:22:42REVOLVE WEALTH PARTNERS LLC $850.69M
13212026-01-20 17:21:22CV ADVISORS LLC $392.06M
13222026-01-20 17:19:57SECURE ASSET MANAGEMENT LLC $638.95M
13232026-01-20 17:17:43BAM WEALTH MANAGEMENT LLC $138.28M
13242026-01-20 17:05:26GRANITESHARES ADVISORS LLC $164.65M
13252026-01-20 16:56:52SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO $143.82M
13262026-01-20 16:53:45INDEPENDENCE BANK OF KENTUCKY $803.90M
13272026-01-20 16:51:10AUSTIN PRIVATE WEALTH LLC $1.35B
13282026-01-20 16:49:45PACKER CO LTD $375.60K
13292026-01-20 16:46:50PULLEN INVESTMENT MANAGEMENT LLC $189.87M
13302026-01-20 16:30:51ST CLAIR ADVISORS LLC $387.54M
13312026-01-20 16:30:20HBE WEALTH MANAGEMENT LLC $106.30M
13322026-01-20 16:20:23FAMILY LEGACY FINANCIAL SOLUTIONS LLC $129.72M
13332026-01-20 16:14:10STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC $118.58M
13342026-01-20 16:10:00COASTAL INVESTMENT ADVISORS INC $305.51M
13352026-01-20 16:09:58BRAUN STACEY ASSOCIATES INC $3.09B
13362026-01-20 16:07:38ROGER WITTLIN INVESTMENT ADVISORY LLC $142.99M
13372026-01-20 16:06:11SANIBEL CAPTIVA TRUST COMPANY INC $3.62B
13382026-01-20 16:01:25MYRIAD ASSET MANAGEMENT US LP $59.71M
13392026-01-20 15:57:07WESTWOOD WEALTH MANAGEMENT $133.04M
13402026-01-20 15:47:41HUBBELL STRICKLAND WEALTH MANAGEMENT LLC $248.55M
13412026-01-20 15:39:44WALL STREET ACCESS ASSET MANAGEMENT LLC $436.01M
13422026-01-20 15:39:27COHEN CAPITAL MANAGEMENT INC $663.86M
13432026-01-20 15:37:19SUGAR MAPLE ASSET MANAGEMENT LLC $148.73M
13442026-01-20 15:35:15TRUST INVESTMENT ADVISORS $187.86M
13452026-01-20 15:33:32RPG INVESTMENT ADVISORY LLC $881.17M
13462026-01-20 15:23:08ETHOS FINANCIAL GROUP LLC $1.35B
13472026-01-20 15:20:35NVWM LLC $459.59M
13482026-01-20 15:11:53HOME FEDERAL BANK OF TENNESSEE $384.75M
13492026-01-20 15:09:48PINE HARBOR WEALTH MANAGEMENT LLC $326.31M
13502026-01-20 15:09:01MERIDIAN INVESTMENT COUNSEL INC $415.02M
13512026-01-20 15:07:47MILLER WEALTH ADVISORS LLC $270.72M
13522026-01-20 15:06:02RELIANT INVESTMENT MANAGEMENT LLC $246.67M
13532026-01-20 15:00:28CITRINE CAPITAL LLC $215.41M
13542026-01-20 14:56:29CYPRESS ADVISORY GROUP LLC $136.22M
13552026-01-20 14:53:58SIGNATUREFD LLC $6.55B
13562026-01-20 14:52:06ADVOCATE GROUP LLC $618.17M
13572026-01-20 14:41:02PAYNE CAPITAL LLC $98.22M
13582026-01-20 14:40:55PRINCETON GLOBAL ASSET MANAGEMENT LLC $617.50M
13592026-01-20 14:38:08INVESCO LLC $297.33M
13602026-01-20 14:34:14JOULE FINANCIAL LLC $333.79M
13612026-01-20 14:28:23ALPHA FINANCIAL ADVISORS LLC $327.03M
13622026-01-20 14:26:36CHATTERTON & ASSOCIATES INC $116.78M
13632026-01-20 14:25:27SOVRAN ADVISORS LLC $1.18B
13642026-01-20 14:21:09MCBROOM & ASSOCIATES LLC $205.79M
13652026-01-20 14:18:10COHALO ADVISORY LLC $1.35M
13662026-01-20 14:15:24SAVVY ADVISORS INC $3.10B
13672026-01-20 14:10:19ETF PORTFOLIO PARTNERS INC $387.69M
13682026-01-20 14:08:43CORNELL POCHILY INVESTMENT ADVISORS INC $345.01M
13692026-01-20 14:06:17TOWN COUNTRY BANK TRUST CO DBA FIRST BANKERS TRUST CO $297.47M
13702026-01-20 14:04:32MARYLAND CAPITAL ADVISORS INC $295.49M
13712026-01-20 14:04:02JACKSON WEALTH MANAGEMENT LLC $1.03B
13722026-01-20 14:02:27ARTA FINANCE WEALTH MANAGEMENT LLC $196.02M
13732026-01-20 14:01:46WHALEN WEALTH MANAGEMENT INC $186.27M
13742026-01-20 13:59:00LAZARI CAPITAL MANAGEMENT INC $296.98M
13752026-01-20 13:58:28ECIO INC $214.73M
13762026-01-20 13:57:23ASCENT GROUP LLC $2.93B
13772026-01-20 13:56:51SEMITAM BONAM LLC $120.08M
13782026-01-20 13:52:01QV INVESTORS INC $1.22M
13792026-01-20 13:51:59SYLVEST ADVISORS LLC $187.45M
13802026-01-20 13:51:21JB CAPITAL LLC $2.45B
13812026-01-20 13:50:22LIFEPLAN FINANCIAL LLC $130.39M
13822026-01-20 13:49:43NEW CAPITAL MANAGEMENT LP $398.12M
13832026-01-20 13:47:31LATEEF INVESTMENT MANAGEMENT LP $834.85M
13842026-01-20 13:34:08ACCEL WEALTH MANAGEMENT $365.63M
13852026-01-20 13:33:09J2 CAPITAL MANAGEMENT INC $137.07M
13862026-01-20 13:32:26RAINIER FAMILY WEALTH INC $132.69M
13872026-01-20 13:31:06MOSELEY INVESTMENT MANAGEMENT INC $323.61M
13882026-01-20 13:30:13PERPETUAL LTD $6.91B
13892026-01-20 13:29:42ARVEST INVESTMENTS INC $711.75M
13902026-01-20 13:28:07FIRST AMERICAN BANK $1.65B
13912026-01-20 13:24:25ORCA INVESTMENT MANAGEMENT LLC $126.95M
13922026-01-20 13:23:26INVESTMENT RESEARCH ADVISORY GROUP INC $302.07M
13932026-01-20 13:17:13GUARDIAN WEALTH MANAGEMENT LLC $315.43M
13942026-01-20 13:12:29CIGNA INVESTMENTS INC NEW $693.38K
13952026-01-20 12:52:11NTV ASSET MANAGEMENT LLC $944.29M
13962026-01-20 12:49:13INCOME RESEARCH MANAGEMENT $190.39M
13972026-01-20 12:46:46RED DOOR WEALTH MANAGEMENT LLC $961.10M
13982026-01-20 12:43:26C2P CAPITAL ADVISORY GROUP LLC DBA PROSPERITY CAPITAL ADVISORS $1.67B
13992026-01-20 12:42:43FEARLESS SOLUTIONS LLC DBA BEST INVEST $165.06M
14002026-01-20 12:37:32COIGN CAPITAL ADVISORS LLC $191.01M
14012026-01-20 12:36:30BKA WEALTH CONSULTING INC $119.31M
14022026-01-20 12:33:34RAAB MOSKOWITZ ASSET MANAGEMENT LLC $457.24M
14032026-01-20 12:25:25POLUNIN CAPITAL PARTNERS LTD $649.08K
14042026-01-20 12:25:21SARA BAY FINANCIAL $3.18M
14052026-01-20 12:22:36TRUST CO OF TOLEDO NA OH $1.01B
14062026-01-20 12:20:20OAKMONT CORP $578.11M
14072026-01-20 12:19:32CROMWELL HOLDINGS LLC $183.24M
14082026-01-20 12:17:35TRITONPOINT WEALTH LLC $986.24M
14092026-01-20 12:16:36CYPRESS FUNDS LLC $604.66M
14102026-01-20 12:11:51SOA WEALTH ADVISORS LLC $592.25M
14112026-01-20 12:09:26ALKEN ASSET MANAGEMENT LTD $61.30K
14122026-01-20 12:05:49RELYEA ZUCKERBERG HANSON LLC $990.00M
14132026-01-20 12:04:58HAMILTON LANE ADVISORS LLC $181.52M
14142026-01-20 12:03:15STRATOS WEALTH PARTNERS LTD $8.85B
14152026-01-20 12:02:41STRATOS WEALTH ADVISORS LLC $2.07B
14162026-01-20 12:02:09FUNDAMENTUN LLC $2.50B
14172026-01-20 11:51:42NORTHLAND CAPITAL MANAGEMENT LLC $178.54M
14182026-01-20 11:45:29SS&H FINANCIAL ADVISORS INC $342.72K
14192026-01-20 11:41:52MAIN LINE RETIREMENT ADVISORS LLC $115.10M
14202026-01-20 11:39:49HANSON DOREMUS INVESTMENT MANAGEMENT $831.94K
14212026-01-20 11:35:12ADVISORNET FINANCIAL INC $1.88B
14222026-01-20 11:33:58PFLUG KOORY LLC $214.32M
14232026-01-20 11:22:20WHITE & CO FINANCIAL PLANNING INC $133.76M
14242026-01-20 11:17:54FLP WEALTH MANAGEMENT LLC $42.41M
14252026-01-20 11:16:21PROSPERA CAPITAL MANAGEMENT LLC $198.18M
14262026-01-20 11:11:47AMERICAN NATIONAL BANK $1.06B
14272026-01-20 11:10:28SHEETS SMITH WEALTH MANAGEMENT $911.30M
14282026-01-20 11:04:53WEALTHCARE CAPITAL MANAGEMENT LLC $1.01B
14292026-01-20 11:04:08GLOBAL TRUST ASSET MANAGEMENT LLC $253.28M
14302026-01-20 10:54:28THURSTON SPRINGER MILLER HERD & TITAK INC $3.06B
14312026-01-20 10:46:47HALL LAURIE J TRUSTEE $300.92M
14322026-01-20 10:38:27SULLIVAN WOOD CAPITAL MANAGEMENT LLC $66.30M
14332026-01-20 10:36:15PHILIP JAMES WEALTH MANGEMENT LLC $863.15M
14342026-01-20 10:35:50YANKCOM PARTNERSHIP $235.19M
14352026-01-20 10:35:05HIPPOCRATIC FINANCIAL ADVISORS LLC $216.93M
14362026-01-20 10:33:26CAPSTONE WEALTH MANAGEMENT LLC $137.04M
14372026-01-20 10:30:24OCTOBER EFFECT LTD $90.79M
14382026-01-20 10:29:47LAWSON KROEKER INVESTMENT MANAGEMENT INC NE $336.05M
14392026-01-20 10:22:02STEEL PEAK WEALTH MANAGEMENT LLC $3.07B
14402026-01-20 10:15:16CROWN OAK ADVISORS LLC $210.82M
14412026-01-20 10:15:05ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD $3.43M
14422026-01-20 10:12:20MONTICELLO WEALTH MANAGEMENT LLC $1.56B
14432026-01-20 10:11:27BLUE ROCK WEALTH MANAGEMENT LLC $160.98M
14442026-01-20 10:07:03CORUNDUM TRUST COMPANY INC $43.93M
14452026-01-20 09:52:28PALISADES INVESTMENT PARTNERS LLC $264.72M
14462026-01-20 09:51:43MENDOTA FINANCIAL GROUP LLC $137.40M
14472026-01-20 09:49:43QUINTET PRIVATE BANK (EUROPE) SA $1.72B
14482026-01-20 09:42:48MIDWEST FINANCIAL GROUP LLC $226.36M
14492026-01-20 09:40:00MATSON MONEY INC $3.16B
14502026-01-20 09:31:55ASPIRIANT LLC $3.48B
14512026-01-20 09:28:10INVESTMENT PLANNING ADVISORS INC $343.49M
14522026-01-20 09:25:13COOKSEN WEALTH LLC $136.71M
14532026-01-20 09:22:04TOTH FINANCIAL ADVISORY CORP $920.91M
14542026-01-20 09:09:25RUBICON GLOBAL CAPITAL LTD $377.49M
14552026-01-20 08:57:18HARBOR CAPITAL ADVISORS INC $1.29M
14562026-01-20 08:54:03HMV WEALTH ADVISORS LLC $199.89M
14572026-01-20 08:53:06GREENBUSH FINANCIAL GROUP LLC $294.07M
14582026-01-20 08:11:56ELEMENT SQUARED LLC $184.29M
14592026-01-20 07:52:26BLUE SQUARE ASSET MANAGEMENT LLC $225.25M
14602026-01-20 06:24:28CALEDONIA INVESTMENTS PLC $902.34M
14612026-01-20 06:23:14WEALTH MANAGEMENT ASSOCIATES INC $287.51M
14622026-01-20 06:17:48PARTNERS WEALTH MANAGEMENT LLC $95.74M
14632026-01-16 20:51:15KAVAR CAPITALPARTNERS GROUP LLC $725.46M
14642026-01-16 18:49:38COHEN KLINGENSTEIN LLC $3.29B
14652026-01-16 18:35:49ASL FINANCIAL LLC $127.27M
14662026-01-16 18:15:01ESSEX LLC $564.60M
14672026-01-16 17:20:28HECK CAPITAL ADVISORS LLC $1.34B
14682026-01-16 17:19:23OAK ROOT LLC $827.27M
14692026-01-16 17:18:29OREGON PACIFIC WEALTH MANAGEMENT LLC $96.80M
14702026-01-16 17:14:38SENTRY LLC $365.30M
14712026-01-16 17:12:42HOPWOOD FINANCIAL SERVICES INC $142.03M
14722026-01-16 17:11:18PARK EDGE ADVISORS LLC $441.74M
14732026-01-16 17:07:07HOWARD CAPITAL MANAGEMENT GROUP LLC $1.58B
14742026-01-16 17:04:59TWO POINT CAPITAL MANAGEMENT INC $246.82M
14752026-01-16 16:58:30STONECREST WEALTH MANAGEMENT INC $247.79M
14762026-01-16 16:57:12BIRCHCREEK WEALTH MANAGEMENT LLC $203.65M
14772026-01-16 16:55:08MORRIS RETIREMENT ADVISORS LLC $238.19M
14782026-01-16 16:54:46BOUCHEY FINANCIAL GROUP LTD $1.33B
14792026-01-16 16:51:38ASPIRE CAPITAL ADVISORS LLC $425.70M
14802026-01-16 16:49:55M3 ADVISORY GROUP LLC $164.02M
14812026-01-16 16:49:03CLARUS GROUP INC $277.61M
14822026-01-16 16:47:56FORTE ASSET MANAGEMENT LLC $220.21M
14832026-01-16 16:47:32UDINE WEALTH MANAGEMENT INC $211.59K
14842026-01-16 16:47:18MARINO STRAM ASSOCIATES LLC $553.42M
14852026-01-16 16:45:30SHARP FINANCIAL SERVICES LLC $198.72M
14862026-01-16 16:44:08PACIFIC SAGE PARTNERS LLC $631.03M
14872026-01-16 16:41:48PERIGON WEALTH MANAGEMENT LLC $5.59B
14882026-01-16 16:39:38TOWER WEALTH PARTNERS INC $181.91M
14892026-01-16 16:36:13LOUISBOURG INVESTMENTS INC $501.89M
14902026-01-16 16:35:55BALBOA WEALTH PARTNERS $604.64M
14912026-01-16 16:32:23CASSIA CAPITAL PARTNERS LLC $184.78M
14922026-01-16 16:30:36FINANCIAL PLANNING NAVIGATORS CORP $217.86M
14932026-01-16 16:30:25EVEXIA WEALTH LLC $357.90M
14942026-01-16 16:28:08MELFA WEALTH MANAGEMENT LLC $173.52M
14952026-01-16 16:24:55GENESEE CAPITAL ADVISORS LLC $248.48M
14962026-01-16 16:22:18OMNIA FAMILY WEALTH LLC $338.64M
14972026-01-16 16:21:38TENON FINANCIAL LLC $237.23M
14982026-01-16 16:19:46POSTROCK PARTNERS LLC $230.17M
14992026-01-16 16:16:30STEPHEN J GARRY & ASSOCIATES LLC $126.09M
15002026-01-16 16:12:37CREWE ADVISORS LLC $1.13B
15012026-01-16 16:12:09GENESIS FINANCIAL GROUP LLC $172.27M
15022026-01-16 15:59:42BRIDGEPORT FINANCIAL SOLUTIONS LLC $372.23M
15032026-01-16 15:57:15SIGFIG WEALTH MANAGEMENT LLC $3.35B
15042026-01-16 15:56:05LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM $5.83M
15052026-01-16 15:52:56TEMPUS WEALTH PLANNING LLC $436.47M
15062026-01-16 15:50:31ELDRED ROCK PARTNERS LLC $385.46M
15072026-01-16 15:49:38MORANGIE MANAGEMENT LLC $125.65M
15082026-01-16 15:49:22ARMSTRONG FLEMING & MOORE INC $216.49M
15092026-01-16 15:48:30VALUES ADDED FINANCIAL LLC $236.87M
15102026-01-16 15:47:48VANGUARD CAPITAL WEALTH ADVISORS $125.02M
15112026-01-16 15:46:55BLOSSOM WEALTH MANAGEMENT $60.58M
15122026-01-16 15:40:52STANDARD LIFE ABERDEEN PLC $64.59B
15132026-01-16 15:37:14BILTMORE WEALTH MANAGEMENT LLC $264.94M
15142026-01-16 15:28:52KENDALL CAPITAL MANAGEMENT $478.04M
15152026-01-16 15:25:18FIRST PACIFIC FINANCIAL $765.82M
15162026-01-16 15:23:21WEST BRANCH CAPITAL LLC $388.07M
15172026-01-16 15:07:36SIMS INVESTMENT MANAGEMENT LLC $282.93M
15182026-01-16 14:59:14MARQUETTE ASSET MANAGEMENT INC $690.28M
15192026-01-16 14:47:19BAYBRIDGE CAPITAL GROUP LLC $161.40M
15202026-01-16 14:46:11COGENTBLUE WEALTH ADVISORS LLC $146.75M
15212026-01-16 14:45:20BEAUMONT FINANCIAL ADVISORS LLC $1.52B
15222026-01-16 14:43:01FORMIDABLE ASSET MANAGEMENT LLC $687.31M
15232026-01-16 14:34:26LIFE PLANNING PARTNERS INC $130.55M
15242026-01-16 14:32:53WORTH FINANCIAL ADVISORY GROUP LLC $206.47M
15252026-01-16 14:26:25KEYSTONE FINANCIAL GROUP INC $190.95M
15262026-01-16 14:12:49FNY INVESTMENT ADVISERS LLC $354.78K
15272026-01-16 14:06:20IVC WEALTH ADVISORS LLC $229.93M
15282026-01-16 13:54:29ELEMENTAL CAPITAL PARTNERS LLC $187.96M
15292026-01-16 13:38:54RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC $279.39M
15302026-01-16 13:38:06CAPITAL PERFORMANCE ADVISORS LLP $937.16M
15312026-01-16 13:19:39ASSET PLANNING SERVICES INC LA ADV $226.36K
15322026-01-16 13:11:16BESTGATE WEALTH ADVISORS LLC $56.91M
15332026-01-16 13:02:58DORATO CAPITAL MANAGEMENT $133.28M
15342026-01-16 12:48:27ABACUS PLANNING GROUP INC $751.25M
15352026-01-16 12:33:34AUGUSTINE ASSET MANAGEMENT INC $500.85M
15362026-01-16 12:32:49WEALTH ADVISORY SOLUTIONS LLC $429.04M
15372026-01-16 12:26:21RH INVESTMENT GROUP LLC $119.40M
15382026-01-16 12:17:51CREW CAPITAL MANAGEMENT LTD $158.86M
15392026-01-16 12:12:25WALL STREET FINANCIAL GROUP INC $137.28M
15402026-01-16 11:58:56MATAURO LLC $664.25M
15412026-01-16 11:58:11TAYLOR & MORGAN WEALTH MANAGEMENT LLC $178.42M
15422026-01-16 11:57:32MONTGOMERY INVESTMENT MANAGEMENT INC $277.93M
15432026-01-16 11:55:22CATALINA CAPITAL GROUP LLC $164.82M
15442026-01-16 11:53:26WALKER ASSET MANAGEMENT LLC $186.09M
15452026-01-16 11:51:05HF ADVISORY GROUP LLC $301.71M
15462026-01-16 11:46:06VISTA INVESTMENT PARTNERS LLC $382.59M
15472026-01-16 11:43:42YHB INVESTMENT ADVISORS INC $1.45B
15482026-01-16 11:43:35SELECTIVE WEALTH MANAGEMENT INC $320.32M
15492026-01-16 11:43:23CLIO ASSET MANAGEMENT LLC $128.77M
15502026-01-16 11:40:46MEREDITH WEALTH PLANNING $335.89M
15512026-01-16 11:40:07MATTERN WEALTH MANAGEMENT LLC $519.48M
15522026-01-16 11:38:46SWS PARTNERS $414.26M
15532026-01-16 11:32:03BAY CAPITAL ADVISORS LLC $163.90M
15542026-01-16 11:32:00HMS CAPITAL MANAGEMENT LLC $241.69M
15552026-01-16 11:30:08PISCATAQUA SAVINGS BANK $142.49M
15562026-01-16 11:27:42VALICENTI ADVISORY SERVICES INC $477.90K
15572026-01-16 11:20:40ELLSWORTH ADVISORS LLC $505.98M
15582026-01-16 11:19:13WASHINGTON UNIVERSITY $197.80M
15592026-01-16 11:15:40TRUST CO OF VERMONT $2.40B
15602026-01-16 10:59:32RONALD BLUE TRUST INC $8.85B
15612026-01-16 10:49:18PENN DAVIS MCFARLAND INC $1.04B
15622026-01-16 10:48:19MATRIX ASSET ADVISORS INC NY $1.11B
15632026-01-16 10:33:25IPSWICH INVESTMENT MANAGEMENT CO INC $431.84M
15642026-01-16 10:30:26OLDFATHER FINANCIAL SERVICES LLC $335.84M
15652026-01-16 10:06:31APPLIED CAPITAL LLC $259.85M
15662026-01-16 10:06:21PICTET NORTH AMERICA ADVISORS SA $1.05B
15672026-01-16 10:04:46CYR FINANCIAL INC $160.36M
15682026-01-16 09:59:01HILLMAN CO $288.42M
15692026-01-16 09:58:31LINDEN THOMAS ADVISORY SERVICES LLC $986.64M
15702026-01-16 09:54:44FIRST COMMUNITY TRUST NA $134.02M
15712026-01-16 09:51:15BANGOR SAVINGS BANK $1.24B
15722026-01-16 09:51:05F V CAPITAL MANAGEMENT LLC $678.29K
15732026-01-16 09:49:25PICTET BANK TRUST LTD $83.37M
15742026-01-16 09:44:04APPLIED CAPITAL LLC FL $168.80M
15752026-01-16 09:41:42TB ALTERNATIVE ASSETS LTD $610.76M
15762026-01-16 09:24:37ASPIRE PRIVATE CAPITAL LLC $449.57M
15772026-01-16 09:23:38KWMG LLC $1.16B
15782026-01-16 09:22:10BANQUE PICTET CIE SA $17.06B
15792026-01-16 09:08:39FIVE OCEANS ADVISORS $283.00M
15802026-01-16 09:02:28LEGACY CAPITAL WEALTH PARTNERS LLC $465.90M
15812026-01-16 09:01:44SURIENCE PRIVATE WEALTH LLC $93.13M
15822026-01-16 08:46:02PICTET CIE EUROPE SA $5.01B
15832026-01-16 08:43:20SWP FINANCIAL LLC $199.27M
15842026-01-16 08:40:00HERBST GROUP LLC $169.95M
15852026-01-16 08:36:28MIRABAUD & CIE SA $310.22M
15862026-01-16 08:31:05COMPAGNIE LOMBARD ODIER SCA $9.20B
15872026-01-16 08:25:19TEMA ETFS LLC $1.29B
15882026-01-16 07:21:14VERUS WEALTH MANAGEMENT LLC $107.32M
15892026-01-15 20:04:41LONGBOARD ASSET MANAGEMENT LP $15.73M
15902026-01-15 19:57:51HFG WEALTH MANAGEMENT LLC $181.39M
15912026-01-15 19:05:32DINUZZO PRIVATE WEALTH INC $919.22M
15922026-01-15 18:56:18PFS PARTNERS LLC $218.57M
15932026-01-15 18:51:51WEATHERLY ASSET MANAGEMENT LP $1.30B
15942026-01-15 18:44:52WEALTH ADVISORS NORTHWEST LLC $225.49M
15952026-01-15 18:25:55CRA FINANCIAL SERVICES LLC $764.16M
15962026-01-15 18:13:55CLARIS ADVISORS LLC MO $328.11M
15972026-01-15 18:13:27MCLEAN ASSET MANAGEMENT CORP $558.24M
15982026-01-15 17:51:45TRIAD INVESTMENT MANAGEMENT $98.73M
15992026-01-15 17:44:58RHS FINANCIAL LLC $204.84M
16002026-01-15 17:44:40LEDGEWOOD WEALTH ADVISORS LLC $173.61M
16012026-01-15 17:44:01EMPIRICAL FINANCIAL SERVICES LLC $5.61B
16022026-01-15 17:30:11POWERHOUSE ASSETS LLC $113.71M
16032026-01-15 17:28:12RETIREFUL LLC $79.73M
16042026-01-15 17:27:53BETTERWEALTH LLC $438.57M
16052026-01-15 17:27:42CAPITAL ADVISORS INC OK $6.25B
16062026-01-15 17:27:39HENGEHOLD CAPITAL MANAGEMENT LLC $1.19B
16072026-01-15 17:27:24SCHARF INVESTMENTS LLC $3.72B
16082026-01-15 17:27:04TRINITY WEALTH MANAGEMENT LLC $271.48M
16092026-01-15 17:26:41VANNOY ADVISORY GROUP INC $157.79M
16102026-01-15 17:26:21VICTORY FINANCIAL GROUP LLC $795.47M
16112026-01-15 17:25:43MALTIN WEALTH MANAGEMENT INC $251.40M
16122026-01-15 17:25:30COHEN INVESTMENT ADVISORS LLC $217.48M
16132026-01-15 17:22:30RCS FINANCIAL PLANNING LLC $232.00M
16142026-01-15 17:22:13PINNACLE WEALTH MANAGEMENT LLC $148.48M
16152026-01-15 17:21:33ESSENTIAL PLANNING LLC $313.56M
16162026-01-15 17:21:16UNCOMMON CENTS INVESTING LLC $413.14M
16172026-01-15 17:14:40IRONWOOD FINANCIAL LLC $589.60M
16182026-01-15 17:12:18ARCADIA INVESTMENT ADVISORS LLC $214.95M
16192026-01-15 17:09:59WARWICK INVESTMENT MANAGEMENT INC $649.01M
16202026-01-15 17:07:44ELSER FINANCIAL PLANNING INC $138.27M
16212026-01-15 17:05:28BOURGEON CAPITAL MANAGEMENT LLC $618.15M
16222026-01-15 17:04:32MTC WEALTH MANAGEMENT LLC $213.11M
16232026-01-15 17:03:48FOUNDERS CAPITAL MANAGEMENT $192.58M
16242026-01-15 16:54:21MEMBERS TRUST CO $3.07B
16252026-01-15 16:53:11COUNTERWEIGHT VENTURES LLC $178.27M
16262026-01-15 16:45:18PFG PRIVATE WEALTH MANAGEMENT LLC $228.58M
16272026-01-15 16:35:32LODESTONE WEALTH MANAGEMENT LLC $245.56M
16282026-01-15 16:35:04FRANK RIMERMAN ADVISORS LLC $1.58B
16292026-01-15 16:31:42NILSINE PARTNERS LLC $1.15B
16302026-01-15 16:30:44KRS CAPITAL MANAGEMENT LLC $173.89M
16312026-01-15 16:27:09STONEPINE ASSET MANAGEMENT INC $16.09B
16322026-01-15 16:24:14SAGE CAPITAL MANAGEMENT LLC $216.41M
16332026-01-15 16:19:57LECONTE WEALTH MANAGEMENT LLC $153.06M
16342026-01-15 16:18:39INDEPENDENCE FINANCIAL ADVISORS LLC $363.80M
16352026-01-15 16:18:10HARTMANN TAYLOR WEALTH MANAGEMENT LLC $148.12M
16362026-01-15 16:09:49WHITE WING WEALTH MANAGEMENT $167.51M
16372026-01-15 16:09:23BRICKTOWN CAPITAL LLC $594.03M
16382026-01-15 16:02:23MY PERSONAL CFO LLC $239.70M
16392026-01-15 16:00:34WESTMOUNT PARTNERS LLC $401.11M
16402026-01-15 15:59:03CANNON ADVISORS INC $141.77M
16412026-01-15 15:56:28DB FITZPATRICK & CO INC $112.51M
16422026-01-15 15:54:46NISA INVESTMENT ADVISORS LLC $30.29B
16432026-01-15 15:52:47BURNS MATTESON CAPITAL MANAGEMENT LLC $285.34M
16442026-01-15 15:51:42ECON FINANCIAL SERVICES CORP $199.43M
16452026-01-15 15:51:33HIGHLINE WEALTH PARTNERS LLC $355.48M
16462026-01-15 15:49:41GUNDERSON CAPITAL MANAGEMENT INC $221.88M
16472026-01-15 15:49:21ENZI WEALTH $283.60M
16482026-01-15 15:49:07DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC $163.52M
16492026-01-15 15:46:45MONUMENT GROUP WEALTH ADVISORS LLC $183.45M
16502026-01-15 15:46:06GREAT WATERS WEALTH MANAGEMENT $909.01M
16512026-01-15 15:45:41THREE SEASONS WEALTH LLC $1.05B
16522026-01-15 15:44:38ERN FINANCIAL LLC $531.85M
16532026-01-15 15:42:51FORTITUDE FAMILY OFFICE LLC $429.76M
16542026-01-15 15:42:47COMMUNITY FINANCIAL SERVICES GROUP LLC $544.60M
16552026-01-15 15:42:29CHERRY CREEK INVESTMENT ADVISORS INC $233.84M
16562026-01-15 15:34:46BTC CAPITAL MANAGEMENT INC $1.43B
16572026-01-15 15:27:35INVESTMENT PARTNERS ASSET MANAGEMENT INC $160.64M
16582026-01-15 15:21:03COBBLESTONE ASSET MANAGEMENT LLC $222.78M
16592026-01-15 15:20:54NIKULSKI FINANCIAL INC $418.27M
16602026-01-15 15:20:37ACT WEALTH MANAGEMENT LLC $305.74M
16612026-01-15 15:17:58ADG WEALTH MANAGEMENT GROUP LLC $132.01M
16622026-01-15 15:15:48FULCRUM CAPITAL LLC $497.96M
16632026-01-15 15:11:03SANTORI PETERS INC $293.00M
16642026-01-15 15:02:05MEYER HANDELMAN CO $3.19B
16652026-01-15 14:52:24MOODY LYNN LIEBERSON LLC $1.89B
16662026-01-15 14:51:41GFG CAPITAL LLC $280.66M
16672026-01-15 14:51:08MFA WEALTH SERVICES $148.00M
16682026-01-15 14:49:25HEIRLOOM WEALTH MANAGEMENT $432.63M
16692026-01-15 14:45:56FIFTH THIRD WEALTH ADVISORS LLC $2.85B
16702026-01-15 14:44:37ARCHFORD CAPITAL STRATEGIES LLC $858.07M
16712026-01-15 14:41:46GUIDED CAPITAL WEALTH MANAGEMENT LLC $142.69M
16722026-01-15 14:39:37SHRIER WEALTH MANAGEMENT LLC $253.89M
16732026-01-15 14:36:57AVANT FINANCIAL ADVISORS LLC $139.14M
16742026-01-15 14:36:44BRADY MARTZ WEALTH SOLUTIONS LLC $567.94M
16752026-01-15 14:36:29XENA FINANCIAL PLANNING LLC $85.16M
16762026-01-15 14:35:59DOCK STREET ASSET MANAGEMENT INC $1.09B
16772026-01-15 14:33:00JAMISON PRIVATE WEALTH MANAGEMENT INC $823.05M
16782026-01-15 14:31:33AFFINITY WEALTH MANAGEMENT $703.38M
16792026-01-15 14:31:17ROCKLAND TRUST CO $2.54B
16802026-01-15 14:30:00SAXONY CAPITAL MANAGEMENT LLC $163.13M
16812026-01-15 14:26:55BRIGHT ROCK CAPITAL MANAGEMENT LLC $508.70M
16822026-01-15 14:24:38PARKWOODS WEALTH PARTNERS LLC $339.92M
16832026-01-15 14:12:52LORD & RICHARDS WEALTH MANAGEMENT LLC $116.44M
16842026-01-15 14:01:37STEWARDSHIP ADVISORS LLC $432.65M
16852026-01-15 14:00:38PROFESSIONAL FINANCIAL ADVISORS LLC $489.57M
16862026-01-15 13:56:17ONE + ONE WEALTH MANAGEMENT LLC $216.87M
16872026-01-15 13:55:05RAUB BROCK CAPITAL MANAGEMENT LP $448.94M
16882026-01-15 13:54:52ROYAL FUND MANAGEMENT LLC $1.10B
16892026-01-15 13:47:37RANGE FINANCIAL GROUP LLC $289.00M
16902026-01-15 13:47:35LEWIS ASSET MANAGEMENT LLC $245.57M
16912026-01-15 13:46:05SPIRIT OF AMERICA MANAGEMENT CORP NY $471.59M
16922026-01-15 13:43:56ALPINE BANK WEALTH MANAGEMENT $706.77M
16932026-01-15 13:41:24FOUNDATION WEALTH MANAGEMENT LLC PA $275.58M
16942026-01-15 13:41:16INDEPENDENT INVESTORS INC $538.14M
16952026-01-15 13:40:54PALLER FINANCIAL SERVICES INC $124.74M
16962026-01-15 13:40:04SHUM FINANCIAL GROUP INC $138.83M
16972026-01-15 13:39:12HARA CAPITAL LLC $179.74M
16982026-01-15 13:33:23FOSTER MOTLEY INC $1.88M
16992026-01-15 13:31:53BIRCH FINANCIAL GROUP LLC $175.38M
17002026-01-15 13:30:1725 LLC $315.12M
17012026-01-15 13:26:54SOLLINDA CAPITAL MANAGEMENT LLC $391.47M
17022026-01-15 13:15:14GEN FINANCIAL MANAGEMENT INC $158.83M
17032026-01-15 13:10:02STRATEGIC POINT INVESTMENT ADVISORS LLC $723.16M
17042026-01-15 13:06:20HOFER & ASSOCIATES INC $188.74M
17052026-01-15 12:59:41OXENFREE CAPITAL LLC $190.23M
17062026-01-15 12:56:35MOTIVE WEALTH ADVISORS $234.80M
17072026-01-15 12:56:35JP WEALTH MANAGEMENT INC $141.47M
17082026-01-15 12:48:584J WEALTH MANAGEMENT LLC $174.70M
17092026-01-15 12:46:02REFINED WEALTH MANAGEMENT $148.56M
17102026-01-15 12:42:37BOIT C F DAVID $231.40M
17112026-01-15 12:40:03TRUST CO $1.07B
17122026-01-15 12:33:40ROCHESTER WEALTH STRATEGIES LLC $159.25M
17132026-01-15 12:33:04LIFEGOAL WEALTH ADVISORS $150.08M
17142026-01-15 12:21:03SILVER OAK SECURITIES INC $1.48B
17152026-01-15 12:17:44MCGLONE SUTTNER WEALTH MANAGEMENT INC $743.43M
17162026-01-15 12:07:12DIXON FNANCIAL SERVICES INC $225.55M
17172026-01-15 12:05:08INFINITY WEALTH COUNSEL LLC $109.77M
17182026-01-15 11:55:38JAFFETILCHIN INVESTMENT PARTNERS LLC $1.71B
17192026-01-15 11:50:30ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC $61.73B
17202026-01-15 11:42:28ZEVENBERGEN CAPITAL INVESTMENTS LLC $4.50B
17212026-01-15 11:42:05BROOKSTONE CAPITAL MANAGEMENT $8.74B
17222026-01-15 11:39:49GLEASON GROUP INC $1.02B
17232026-01-15 11:36:20WILLIAM MARSH RICE UNIVERSITY $203.46M
17242026-01-15 11:36:06BERNARD WEALTH MANAGEMENT CORP $246.47M
17252026-01-15 11:34:02VAUGHAN NELSON INVESTMENT MANAGEMENT LP $10.23B
17262026-01-15 11:22:51KIECKHEFER GROUP LLC $210.16M
17272026-01-15 11:19:19STOCKMAN ASSET MANAGEMENT $858.61M
17282026-01-15 11:18:27ACIMA PRIVATE WEALTH LLC $322.23M
17292026-01-15 11:05:19SIGNATURE WEALTH MANAGEMENT GROUP $245.28M
17302026-01-15 10:54:26SOLITUDE FINANCIAL SERVICES $303.31M
17312026-01-15 10:53:32PALADIN WEALTH LLC $146.46M
17322026-01-15 10:52:19WINDSOR CAPITAL MANAGEMENT LLC $362.28M
17332026-01-15 10:37:43LIGHTHOUSE WEALTH MANAGEMENT INC $146.37M
17342026-01-15 10:37:20FINANCIAL PLANNING HAWAII INC $173.57M
17352026-01-15 10:26:20REBALANCE LLC $1.71B
17362026-01-15 10:24:27QSM ASSET MANAGEMENT LTD $174.73M
17372026-01-15 10:23:52ALHAMBRA INVESTMENT PARTNERS LLC $214.96M
17382026-01-15 10:22:39DELTA CAPITAL MANAGEMENT LLC $177.97M
17392026-01-15 10:16:36JAMES HAMBRO PARTNERS $2.80B
17402026-01-15 10:12:30SHAH CAPITAL MANAGEMENT $518.51M
17412026-01-15 10:09:35APRICUS WEALTH LLC $195.80M
17422026-01-15 09:50:11BOSTON COMMON ASSET MANAGEMENT LLC $1.97B
17432026-01-15 09:48:25SAVIOR LLC $27.69M
17442026-01-15 09:45:21ORRSTOWN FINANCIAL SERVICES INC $599.81M
17452026-01-15 09:45:17COREPATH WEALTH PARTNERS LLC $149.14M
17462026-01-15 09:38:43RETIREMENT SYSTEMS OF ALABAMA $30.80B
17472026-01-15 09:38:19PACIFIC CAPITAL PARTNERS LTD $94.16M
17482026-01-15 09:35:44HARRELL INVESTMENT PARTNERS LLC $424.03M
17492026-01-15 09:29:58NORTHSTAR ADVISORY GROUP LLC $281.53M
17502026-01-15 09:26:08POLARIS INVESTMENT ADVISORS LLC $138.36M
17512026-01-15 09:21:12PRESIDIO CAPITAL MANAGEMENT LLC $332.86M
17522026-01-15 09:11:54CLG LLC $401.65M
17532026-01-15 09:08:23EURO PACIFIC ASSET MANAGEMENT LLC $900.93K
17542026-01-15 09:03:58POLIANTA LTD $764.17K
17552026-01-15 08:39:12CASSILLY FINANCIAL GROUP LLC $113.13M
17562026-01-15 08:36:05BANK OF FINLAND $1.44B
17572026-01-15 08:33:31J SAFRA SARASIN HOLDING AG $6.15B
17582026-01-15 08:01:13ALM FIRST FINANCIAL ADVISORS LLC $504.92M
17592026-01-15 07:44:49AQUAMARINE ZURICH AG $147.54K
17602026-01-15 07:33:12WESTEND CAPITAL MANAGEMENT LLC $356.85M
17612026-01-15 07:14:58MN SERVICES VERMOGENSBEHEER B V $16.25M
17622026-01-15 06:07:38WEALTHNAVI INC $11.32M
17632026-01-14 21:13:30WEALTH QUARTERBACK LLC $277.74M
17642026-01-14 19:17:06RIVERTREE ADVISORS LLC $156.85M
17652026-01-14 19:14:19COLUMBUS MACRO LLC $913.35M
17662026-01-14 19:13:58CRANE ADVISORY LLC $661.43M
17672026-01-14 19:13:26TOWERPOINT WEALTH LLC $252.54M
17682026-01-14 19:12:06MOR WEALTH MANAGEMENT LLC $218.79M
17692026-01-14 18:46:29QUANTUM FINANCIAL PLANNING SERVICES INC $275.89M
17702026-01-14 18:40:28PRIVATE ADVISORY GROUP LLC $1.28B
17712026-01-14 18:10:03BARLOW WEALTH PARTNERS INC $926.52M
17722026-01-14 18:08:14DEFINED WEALTH MANAGEMENT LLC $173.49M
17732026-01-14 18:03:33HAVEN CAPITAL GROUP INC $106.61M
17742026-01-14 18:01:49ADAMS ASSET ADVISORS LLC $760.06M
17752026-01-14 17:50:26WRIGHT FUND MANAGMENT LLC $2.13B
17762026-01-14 17:30:39JAMES REED FINANCIAL SERVICES INC $124.78M
17772026-01-14 17:21:36COOPER INVESTORS PTY LTD $300.93M
17782026-01-14 17:16:47YARBROUGH CAPITAL LLC $3.21B
17792026-01-14 17:15:24MERIWETHER WEALTH & PLANNING LLC $177.31M
17802026-01-14 17:06:29MERITAS WEALTH MANAGEMENT LLC $207.91M
17812026-01-14 17:05:52TRUST CO OF OKLAHOMA $342.94M
17822026-01-14 16:51:36OSHER VAN DE VOORDE INVESTMENT MANAGEMENT $462.58M
17832026-01-14 16:50:07CLARIUS GROUP LLC $1.75B
17842026-01-14 16:48:46CATTERTON MANAGEMENT COMPANY LLC $4.84B
17852026-01-14 16:48:05SJBENEN ADVISORY LLC $107.19M
17862026-01-14 16:45:56BCO WEALTH MANAGEMENT LLC $163.06M
17872026-01-14 16:41:02CENTENNIAL WEALTH ADVISORY LLC $378.07M
17882026-01-14 16:39:49CENTURION WEALTH MANAGEMENT LLC $456.54M
17892026-01-14 16:32:25ORG PARTNERS LLC $568.00M
17902026-01-14 16:30:08EMBREE FINANCIAL GROUP $815.67M
17912026-01-14 16:29:08GLOBAL VIEW CAPITAL MANAGEMENT LLC $536.50M
17922026-01-14 16:25:26SANDER CAPITAL ADVISORS INC $209.99K
17932026-01-14 16:25:02AA FINANCIAL ADVISORS LLC $540.99M
17942026-01-14 16:24:57MEADOWBROOK INVESTMENT ADVISORS LLC $117.31M
17952026-01-14 16:21:44FIRST CITY CAPITAL MANAGEMENT INC $189.27M
17962026-01-14 16:03:51STERLING INVESTMENT ADVISORS LLC ADV $206.61M
17972026-01-14 16:00:32ORG WEALTH PARTNERS LLC $425.84M
17982026-01-14 15:52:47NEUMANN CAPITAL MANAGEMENT LLC $346.13M
17992026-01-14 15:49:56MATTHEW GOFF INVESTMENT ADVISOR LLC $564.22M
18002026-01-14 15:39:38R H DINEL INVESTMENT COUNSEL INC $136.45M
18012026-01-14 15:37:46AVENTUS INVESTMENT ADVISORS INC $123.37M
18022026-01-14 15:37:45APPIAN WAY ASSET MANAGEMENT LP $0.00
18032026-01-14 15:32:55CATALYST PRIVATE WEALTH LLC $228.96M
18042026-01-14 15:30:04TRUSTEES OF DARTMOUTH COLLEGE $393.31M
18052026-01-14 15:27:49DONALDSON CAPITAL MANAGEMENT LLC $3.14B
18062026-01-14 15:26:51LANTZ FINANCIAL LLC $473.90M
18072026-01-14 15:10:28TRUEMARK INVESTMENTS LLC $523.50M
18082026-01-14 15:08:08ALLIANCE WEALTH ADVISORS LLC $230.00M
18092026-01-14 15:06:39NORTHWEST WEALTH MANAGEMENT LLC $635.52M
18102026-01-14 15:04:18HENNION AND WALSH ASSET MANAGEMENT INC $2.90B
18112026-01-14 15:00:56RUSSIA PARTNERS MANAGEMENT LLC $114.06M
18122026-01-14 14:51:35WALLINGTON ASSET MANAGEMENT LLC $788.40M
18132026-01-14 14:50:07LONGVIEW FINANCIAL ADVISORS LLC $181.38M
18142026-01-14 14:36:06HOESE AND CO LLP $140.28M
18152026-01-14 14:32:00GREENFIELD FTC INC $760.39M
18162026-01-14 14:22:44BEACON INVESTMENT ADVISORY SERVICES INC $2.45B
18172026-01-14 14:21:51WOODSTOCK CORP $1.17B
18182026-01-14 14:19:43CONRAD SIEGEL INVESTMENT ADVISORS INC $527.25M
18192026-01-14 14:19:08KLEIN PAVLIS & PEASLEY FINANCIAL INC $169.68M
18202026-01-14 14:12:34GOELZER INVESTMENT MANAGEMENT INC $2.16B
18212026-01-14 14:12:14AMI INVESTMENT MANAGEMENT INC $445.05M
18222026-01-14 14:11:54MITCHELL AND PAHLPRIVATE WEALTH LLC $240.93M
18232026-01-14 14:10:33CHATHAM CAPITAL GROUP INC $702.81M
18242026-01-14 14:10:12STEGENT EQUITY ADVISORS INC $128.30M
18252026-01-14 14:09:51PRAETORIAN WEALTH MANAGEMENT INC $503.71M
18262026-01-14 14:09:46NEW ENGLAND PROFESSIONAL PLANNING GROUP INC $238.61M
18272026-01-14 14:08:45JOHNSON BIXBY AND ASSOCIATES LLC $806.80M
18282026-01-14 14:08:27CONGRESS PARK CAPITAL LLC $334.92M
18292026-01-14 14:07:49WESPAC ADVISORS LLC $184.44M
18302026-01-14 14:06:44KEYSTONE GLOBAL PARTNERS LLC $227.35M
18312026-01-14 13:59:59THOMPSON INVESTMENT MANAGEMENT INC $797.72M
18322026-01-14 13:58:48ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC $91.69M
18332026-01-14 13:54:00KRAFT DAVIS & ASSOCIATES LLC $446.16M
18342026-01-14 13:53:16MOISAND FITZGERALD TAMAYO LLC $885.55M
18352026-01-14 13:46:08ENTERPRISE FINANCIAL SERVICES CORP $196.96M
18362026-01-14 13:29:00NOVA R WEALTH INC $274.32M
18372026-01-14 13:17:32BALLEW ADVISORS INC $177.42M
18382026-01-14 12:55:53CIBRA CAPITAL LTD $58.24M
18392026-01-14 12:55:12UNICOM SYSTEMS INC $1.02B
18402026-01-14 12:53:13SICART ASSOCIATES LLC $376.89M
18412026-01-14 12:39:35COX CAPITAL CO LLC $160.82M
18422026-01-14 12:38:00SKY INVESTMENT GROUP LLC $605.41M
18432026-01-14 12:23:41SPIRE WEALTH MANAGEMENT $2.99B
18442026-01-14 12:23:26CASCADE INVESTMENT ADVISORS INC $170.04M
18452026-01-14 12:12:26BARON WEALTH MANAGEMENT LLC $324.50M
18462026-01-14 12:10:38BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC $99.58M
18472026-01-14 12:08:11GAME PLAN FINANCIAL ADVISORS LLC $248.70M
18482026-01-14 12:05:14REDHAWK WEALTH ADVISORS INC $891.77M
18492026-01-14 11:53:02MCMAHON FINANCIAL ADVISORS LLC $473.16M
18502026-01-14 11:45:26DISCIPLINED EQUITY MANAGEMENT INC $193.00M
18512026-01-14 11:39:19CPR INVESTMENTS INC $149.01M
18522026-01-14 11:31:26EASTERN BANK $5.80B
18532026-01-14 11:29:31HUNTER PERKINS CAPITAL MANAGEMENT LLC $432.45K
18542026-01-14 11:28:47SILCHESTER INTERNATIONAL INVESTORS LLP $264.21M
18552026-01-14 11:28:00SMITH THORNTON ADVISORS LLC $196.59M
18562026-01-14 11:26:00USA FINANCIAL PORTFORMULAS CORP $549.63M
18572026-01-14 11:18:15ACROPOLIS INVESTMENT MANAGEMENT LLC $2.22B
18582026-01-14 11:14:22ACT ADVISORS LLC $253.70M
18592026-01-14 11:11:33WORTH ASSET MANAGEMENT LLC $235.79M
18602026-01-14 11:10:52LEGAL ADVANTAGE INVESTMENTS INC $216.01M
18612026-01-14 11:03:44BELL STATE BANK TRUST $2.34B
18622026-01-14 10:58:38CANOE FINANCIAL LP $7.36B
18632026-01-14 10:57:46INTRACK INVESTMENT MANAGEMENT INC $181.58M
18642026-01-14 10:52:01LINEWEAVER WEALTH ADVISORS LLC $738.77M
18652026-01-14 10:51:32BONNESS ENTERPRISES INC $289.74M
18662026-01-14 10:50:56CHESLEY TAFT ASSOCIATES LLC IL $2.53B
18672026-01-14 10:50:23PETREDIS INVESTMENT ADVISORS LLC $1.28B
18682026-01-14 10:50:01CYPRESS WEALTH SERVICES LLC $722.66M
18692026-01-14 10:49:42DLK INVESTMENT MANAGEMENT LLC $268.75M
18702026-01-14 10:49:03CUSHING CAPITAL PARTNERS LLC $135.00M
18712026-01-14 10:48:49COTTONWOOD CAPITAL ADVISORS LLC $140.28M
18722026-01-14 10:48:29BENNETT ASSOCIATES WEALTH MANAGEMENT $144.27M
18732026-01-14 10:47:58WOODWARD DIVERSIFIED CAPITAL LLC $218.31M
18742026-01-14 10:46:54CLARUS WEALTH ADVISORS $241.26M
18752026-01-14 10:46:15WOLFSTICH CAPITAL LLC $108.52M
18762026-01-14 10:45:46PROSPERITY PLANNING INC $382.31M
18772026-01-14 10:45:12TERRA NOVA ASSET MANAGEMENT LLC $151.89M
18782026-01-14 10:44:52AUCTUS ADVISORS LLC $108.50M
18792026-01-14 10:44:00YOUNGS ADVISORY GROUP INC $281.02M
18802026-01-14 10:43:40FLUENT FINANCIAL LLC $262.41M
18812026-01-14 10:43:02SHULMAN DEMEO ASSET MANAGEMENT LLC $440.95M
18822026-01-14 10:42:28WALDRON LP $2.53B
18832026-01-14 10:42:27ADVISORS MANAGEMENT GROUP INC ADV $549.51K
18842026-01-14 10:41:40CYPRESS FINANCIAL PLANNING LLC $362.22M
18852026-01-14 10:40:50BAUGH ASSOCIATES LLC $203.36M
18862026-01-14 10:40:16ONYX FINANCIAL ADVISORS LLC $235.90M
18872026-01-14 10:40:01BRAUN BOSTICH ASSOCIATES INC $162.01M
18882026-01-14 10:39:58AEGIS WEALTH MANAGEMENT LLC $176.90M
18892026-01-14 10:39:39BFI INFINITY LTD $160.70M
18902026-01-14 10:33:45BEECH HILL ADVISORS INC $208.93M
18912026-01-14 10:33:26GUARDIAN FINANCIAL PARTNERS LLC $237.15M
18922026-01-14 10:31:24LVW ADVISORS LLC $986.57M
18932026-01-14 10:31:02MECHANICS BANK TRUST DEPARTMENT $763.65M
18942026-01-14 10:30:26CORNERSTONE WEALTH ADVISORS INC $429.98M
18952026-01-14 10:29:32ALLODIUM INVESTMENT CONSULTANTS LLC $197.34M
18962026-01-14 10:28:58WEIL COMPANY INC $434.79M
18972026-01-14 10:28:33BOND AND DEVICK FINANCIAL NETWORK INC $355.07M
18982026-01-14 10:26:51NEPSIS CAPITAL MANAGEMENT INC $323.63M
18992026-01-14 10:26:29OAK ASSET MANAGEMENT LLC $293.20M
19002026-01-14 10:26:12QUAD CITIES INVESTMENT GROUP LLC $242.36M
19012026-01-14 10:25:48CAMELOT TECHNOLOGY ADVISORS INC $134.75M
19022026-01-14 10:24:29MIRADOR CAPITAL PARTNERS LP $729.51M
19032026-01-14 10:22:02FIRST COUNTY BANK CT $190.98M
19042026-01-14 10:19:56KAUFMAN ROSSIN WEALTH LLC $192.05M
19052026-01-14 10:19:21WAYCROSS PARTNERS LLC $1.22B
19062026-01-14 10:14:57A D BEADELL INVESTMENT COUNSEL INC $153.99K
19072026-01-14 10:13:20SOUTHLAND EQUITY PARTNERS LLC $506.69M
19082026-01-14 10:09:36STILLWATER CAPITAL ADVISORS LLC $930.39M
19092026-01-14 10:06:30WEDGE CAPITAL MANAGEMENTLLPNC $5.57B
19102026-01-14 10:06:14FLYWHEEL PRIVATE WEALTH LLC $160.15M
19112026-01-14 10:01:04EXCHANGE TRADED CONCEPTS LLC $13.14B
19122026-01-14 09:55:06WEALTHCARE CAPITAL PARTNERS LLC $213.42M
19132026-01-14 09:52:24WEALTHCARE ADVISORY PARTNERS LLC $5.09B
19142026-01-14 09:49:27WINCAP FINANCIAL LLC $145.67M
19152026-01-14 09:46:08BOURNE LENT ASSET MANAGEMENT INC $301.49M
19162026-01-14 09:38:34GENERALI INVESTMENTS CEE INVESTICNI SPOLECNOST AS $1.42B
19172026-01-14 09:34:02AMIRAL GESTION $271.97M
19182026-01-14 09:31:03CHEMUNG CANAL TRUST CO $505.16M
19192026-01-14 09:29:39BREWSTER FINANCIAL PLANNING LLC $162.73M
19202026-01-14 09:20:14FAIRVOY PRIVATE WEALTH LLC $446.66M
19212026-01-14 09:20:08WHITCOMB & HESS INC $424.05M
19222026-01-14 09:19:26CRUMLY ASSOCIATES INC $476.71M
19232026-01-14 09:15:34CHRIS BULMAN INC $226.11M
19242026-01-14 09:09:10LEE KELLEHER WEALTH MANAGEMENT $167.60M
19252026-01-14 08:55:18PALLAS CAPITAL ADVISORS LLC $3.03B
19262026-01-14 08:54:09ELEVATUS WELATH MANAGEMENT $365.74M
19272026-01-14 08:54:03PETROS FAMILY WEALTH LLC $150.21M
19282026-01-14 08:52:43EAGLE ROCK INVESTMENT COMPANY LLC $708.81M
19292026-01-14 08:49:29TRUE VISION MN LLC $196.77M
19302026-01-14 08:47:49WOLFF WIESE MAGANA LLC $182.61M
19312026-01-14 08:45:48INTERNATIONAL PRIVATE WEALTH ADVISORS LLC $158.79M
19322026-01-14 08:41:55VERUM PARTNERS LLC $496.02M
19332026-01-14 08:41:26EDGEROCK CAPITAL LLC $375.78M
19342026-01-14 08:14:11INVESTRUST $258.62M
19352026-01-14 07:01:35HOURGLASS CAPITAL LLC $463.68M
19362026-01-13 21:24:39ROMANO BROTHERS AND COMPANY $879.95M
19372026-01-13 21:07:10Q FUND MANAGEMENT (HONG KONG) LTD $106.53M
19382026-01-13 19:31:41HILLTOP WEALTH ADVISORS LLC $199.14M
19392026-01-13 19:04:23LEONARD RICKEY INVESTMENT ADVISORS P L L C $553.05M
19402026-01-13 18:40:41KMG FIDUCIARY PARTNERS LLC $1.41B
19412026-01-13 18:38:15J L BAINBRIDGE CO INC $1.24B
19422026-01-13 18:38:04EMERGENT WEALTH ADVISORS LLC $177.78M
19432026-01-13 18:34:53ACCURATE WEALTH MANAGEMENT LLC $788.01M
19442026-01-13 18:22:21GENERATE INVESTMENT MANAGEMENT LTD $2.19B
19452026-01-13 18:10:38TRADEWINDS CAPITAL MANAGEMENT LLC $474.17M
19462026-01-13 18:03:44IRONWOOD WEALTH MANAGEMENT INC $222.92M
19472026-01-13 17:55:12LEGACY SOLUTIONS LLC $113.82M
19482026-01-13 17:50:40ENCLAVE ADVISORS LLC $705.69M
19492026-01-13 17:49:07MB LEVIS & ASSOCIATES LLC $237.55M
19502026-01-13 17:45:33SHERMAN WEALTH MANAGEMENT LLC $100.06M
19512026-01-13 17:44:34PATHWAY FINANCIAL ADVISORS LLC $795.98M
19522026-01-13 17:42:21BWM PLANNING LLC $374.23M
19532026-01-13 17:39:56NET WORTH ADVISORY GROUP $494.56M
19542026-01-13 17:35:35JFS WEALTH ADVISORS LLC $1.78B
19552026-01-13 17:34:19FAMILY WEALTH PARTNERS LLC $277.44M
19562026-01-13 17:27:37TRINITY FINANCIAL ADVISORS LLC $357.57M
19572026-01-13 17:25:46CAPITAL INVESTMENT ADVISORS LLC $6.57B
19582026-01-13 17:18:41GILLESPIE ROBINSON GRIMM INC $1.43B
19592026-01-13 17:17:37TEAM FINANCIAL GROUP LLC $220.42M
19602026-01-13 17:16:03OAKMONT PARTNERS LLC $5.64B
19612026-01-13 17:15:32CHERRYDALE WEALTH MANAGEMENT LLC $329.45M
19622026-01-13 17:12:57TRUST POINT INC $1.27B
19632026-01-13 17:11:53STEPHENS CONSULTING LLC $309.45M
19642026-01-13 17:11:46ADAMSBROWN WEALTH CONSULTANTS LLC $359.24M
19652026-01-13 17:07:45AVAII WEALTH MANAGEMENT LLC $275.94M
19662026-01-13 17:04:48GLOBAL X JAPAN CO LTD $1.31B
19672026-01-13 17:04:21CORECAP ADVISORS LLC $2.86B
19682026-01-13 16:44:17SHEARWATER CAPITAL LLC $174.21M
19692026-01-13 16:40:20MATRIX TRUST CO $605.85K
19702026-01-13 16:38:23SHARKEY HOWES JAVER $786.76M
19712026-01-13 16:36:15MATHER GROUP INC $9.71B
19722026-01-13 16:35:07AUSBIL INVESTMENT MANAGEMENT LTD $175.93M
19732026-01-13 16:09:05ALTA PARTNERS MANAGEMENT COMPANY LP $103.59M
19742026-01-13 16:02:08GRANITE GROUP ADVISORS LLC $176.55M
19752026-01-13 16:00:15DAILY JOURNAL CORP $276.65M
19762026-01-13 15:40:15SAGE ADVISORS LLC $150.84M
19772026-01-13 15:38:34FSA INVESTMENT GROUP LLC $164.04M
19782026-01-13 15:13:23GEREMIA FINANCIAL SERVICES LLC $121.22M
19792026-01-13 15:09:16VALUE HOLDINGS MANAGEMENT CO LLC $597.73K
19802026-01-13 14:51:17CORBYN INVESTMENT MANAGEMENT INC MD $342.30M
19812026-01-13 14:27:01LONGVIEW WEALTH MANAGEMENT $414.09M
19822026-01-13 14:25:17QUADRATIC CAPITAL MANAGEMENT LLC $391.16M
19832026-01-13 14:22:43STONEHEARTH CAPITAL MANAGEMENT LLC $270.30M
19842026-01-13 13:55:44FORT WASHINGTON INVESTMENT ADVISORS INC OH $18.78B
19852026-01-13 13:44:17SYNERGY FINANCIAL MANAGEMENT LLC $961.55M
19862026-01-13 13:26:17CMH WEALTH MANAGEMENT LLC $466.85M
19872026-01-13 13:24:11NEW COVENANT TRUST COMPANY NA $110.85M
19882026-01-13 13:21:09FC ADVISORY LLC $348.05M
19892026-01-13 13:20:0521 WEST WEALTH MANAGEMENT LLC $109.42M
19902026-01-13 13:16:48WALLER FINANCIAL PLANNING GROUP INC $450.35M
19912026-01-13 13:10:42TWO WEST CAPITAL ADVISORS LLC $172.05M
19922026-01-13 12:54:27JOHN W BROOKER AND CO CPAS $55.86M
19932026-01-13 12:48:48PARSONS CAPITAL MANAGEMENT INC RI $1.82B
19942026-01-13 12:26:56KELLY FINANCIAL SERVICES LLC $398.99M
19952026-01-13 12:21:41MOULTON WEALTH MANAGEMENT INC $105.51M
19962026-01-13 12:07:27SMI ADVISORY SERVICES LLC $580.29M
19972026-01-13 12:00:21BAKER CHAD R $557.39M
19982026-01-13 11:55:04RIVERBRIDGE PARTNERS LLC $5.33B
19992026-01-13 11:48:49WEST FINANCIAL ADVISORS LLC $592.67M
20002026-01-13 11:44:44KATHMERE CAPITAL MANAGEMENT LLC $1.49B
20012026-01-13 11:39:09CPA ASSET MANAGEMENT LLC $284.97M
20022026-01-13 11:32:08RAMSEY QUANTITATIVE SYSTEMS $109.85M
20032026-01-13 11:28:32TRIANGLE SECURITIES WEALTH MANAGEMENT $474.32M
20042026-01-13 11:24:16BUTTONWOOD FINANCIAL GROUP LLC $188.14M
20052026-01-13 11:10:11SYQUANT CAPITAL SAS $817.19K
20062026-01-13 11:09:36BUTENSKY COHEN FINANCIAL SECURITY INC $369.58M
20072026-01-13 10:59:26PARTNERRE ASSET MANAGEMENT CORP $139.46M
20082026-01-13 10:52:26IFG ADVISORS LLC $600.82M
20092026-01-13 10:48:46ROYAL BANK OF SCOTLAND GROUP PLC $429.57M
20102026-01-13 10:26:04ALBERT D MASON INC $151.95M
20112026-01-13 10:18:57CADENT CAPITAL ADVISORS LLC $389.76M
20122026-01-13 09:58:55BANK & TRUST CO $141.61M
20132026-01-13 09:58:19NORDEN GROUP LLC $1.02B
20142026-01-13 09:41:23BOSTONPREMIER WEALTH LLC $195.15M
20152026-01-13 09:38:34FORTHRIGHT WEALTH MANAGEMENT LLC $347.84M
20162026-01-13 09:37:08FMA WEALTH MANAGEMENT LLC $154.28M
20172026-01-13 09:35:55GUERRA PAN ADVISORS LLC $168.54M
20182026-01-13 09:35:22SENDERO WEALTH MANAGEMENT LLC $902.07M
20192026-01-13 09:34:24MAYFLOWER FINANCIAL ADVISORS LLC $826.87M
20202026-01-13 09:32:33STABLEPOINT PARTNERS LLC $640.93M
20212026-01-13 09:31:06BALANCED WEALTH GROUP LLC $273.30M
20222026-01-13 09:29:54REGATTA CAPITAL GROUP LLC $662.10M
20232026-01-13 09:27:18WELL DONE LLC $669.11M
20242026-01-13 09:23:09PRESILIUM PRIVATE WEALTH LLC $547.38M
20252026-01-13 09:09:34COMPTON WEALTH ADVISORY GROUP LLC $457.54M
20262026-01-13 09:06:03ARGENTARII LLC $307.15M
20272026-01-13 08:52:38STABLEFORD CAPITAL II LLC $276.82M
20282026-01-13 08:36:02MCCLARREN FINANCIAL ADVISORS INC $167.58M
20292026-01-13 08:27:24SIGNATURE SECURITIES GROUP CORPORATION $298.65M
20302026-01-13 08:23:36LIONSHEAD WEALTH MANAGEMENT LLC $133.04M
20312026-01-13 08:15:49FIRST FINANCIAL CORP IN $264.94M
20322026-01-13 08:12:28TRUST ASSET MANAGEMENT LLC $1.47B
20332026-01-13 07:17:55STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD $3.25B
20342026-01-12 21:37:57WYNN CAPITAL LLC $205.89M
20352026-01-12 21:34:12DEFINE FINANCIAL LLC $176.42M
20362026-01-12 21:30:35ROBERTS WEALTH ADVISORS LLC $383.20M
20372026-01-12 21:25:08SIGNAL ADVISORS WEALTH LLC $1.26B
20382026-01-12 21:13:46GIBSON WEALTH ADVISORS LLC $145.87M
20392026-01-12 21:08:05SPRING CAPITAL MANAGEMENT LLC $197.54M
20402026-01-12 21:02:33SCRATCH CAPITAL LLC $152.82M
20412026-01-12 20:41:32DREAM PEAK CAPITAL LTD $970.99M
20422026-01-12 19:19:06HARRINGTON INVESTMENTS INC $199.07M
20432026-01-12 18:53:16FERGUSON WELLMAN CAPITAL MANAGEMENT INC $6.24B
20442026-01-12 18:17:48EXCHANGE BANK $144.59M
20452026-01-12 17:45:16OLISTICO WEALTH LLC $204.99M
20462026-01-12 17:32:15NERDWALLET WEALTH PARTNERS LLC $223.10M
20472026-01-12 17:22:56PEAK FINANCIAL ADVISORS LLC $226.76M
20482026-01-12 17:09:37KOPP FAMILY OFFICE LLC $156.66M
20492026-01-12 17:07:54SILVERLEAFE CAPITAL PARTNERS LLC $337.22M
20502026-01-12 17:01:21PERKINS COIE TRUST CO $536.99M
20512026-01-12 16:56:42BENIN MANAGEMENT CORP $448.02M
20522026-01-12 16:48:48CISCO SYSTEMS INC $329.04M
20532026-01-12 16:42:20KOZAK AND ASSOCIATES INC $517.55M
20542026-01-12 16:38:40CASTLEVIEW PARTNERS LLC $201.81M
20552026-01-12 16:28:02THOMPSON DAVIS & CO INC $167.04M
20562026-01-12 16:27:14REMPART ASSET MANAGEMENT INC $529.09M
20572026-01-12 16:21:22PARAGON ADVISORS LLC $368.09M
20582026-01-12 16:16:31FFG RETIREMENT ADVISORS LLC $161.23M
20592026-01-12 16:14:28SEACREST WEALTH MANAGEMENT LLC $988.21M
20602026-01-12 16:12:33SENTINEL PENSION ADVISORS INC $651.01M
20612026-01-12 16:09:30CB T WEALTH MANAGEMENT $298.00M
20622026-01-12 16:07:29ROBLE BELKO COMPANY INC $762.96K
20632026-01-12 16:04:58TRAYNOR CAPITAL MANAGEMENT INC $1.87B
20642026-01-12 15:59:52LANCASTER INVESTMENT MANAGEMENT LLP $194.96K
20652026-01-12 15:49:22HICKORY POINT BANK & TRUST $137.86M
20662026-01-12 15:49:16FIRST MERCHANTS CORP $2.70B
20672026-01-12 15:40:29BYRNE ASSET MANAGEMENT LLC $181.13M
20682026-01-12 15:26:12CCM INVESTMENT ADVISERS LLC $1.04B
20692026-01-12 15:20:15FREESTATE ADVISORS LLC $130.15M
20702026-01-12 15:16:18ROBINSON VALUE MANAGEMENT LTD $184.95M
20712026-01-12 15:12:25ASSET ALLOCATION AND MANAGEMENT COMPANY LLC $251.11K
20722026-01-12 15:09:46WORLD EQUITY GROUP INC $358.25M
20732026-01-12 15:08:34QALHAT CAPITAL LTD $0.00
20742026-01-12 15:08:16HORIZON FINANCIAL SERVICES LLC $219.77M
20752026-01-12 15:07:04BURNS J W CO INC NY $903.32M
20762026-01-12 15:06:11NATIONAL WEALTH MANAGEMENT GROUP LLC $288.52M
20772026-01-12 14:43:58CONNECTIVE PORTFOLIO MANAGEMENT LLC $55.50M
20782026-01-12 14:38:24HEARTWOOD WEALTH ADVISORS LLC $1.09B
20792026-01-12 14:32:40HOLLAND ADVISORY SERVICES INC $74.11M
20802026-01-12 14:28:12TILIA FIDUCIARY PARTNERS INC $181.16M
20812026-01-12 14:27:06HWG HOLDINGS LP $412.71M
20822026-01-12 14:14:16PHYSICIAN WEALTH SOLUTIONS INC $235.77M
20832026-01-12 14:09:15STOKES CAPITAL ADVISORS LLC $437.86M
20842026-01-12 14:05:50PUREFI WEALTH LLC $130.54M
20852026-01-12 14:03:43CENTRAL VALLEY ADVISORS LLC $334.72M
20862026-01-12 14:02:36CVA FAMILY OFFICE LLC $869.46M
20872026-01-12 13:48:09SAX WEALTH ADVISORS LLC $2.13B
20882026-01-12 13:47:04CORDANT INC $238.50M
20892026-01-12 13:37:36RICHARD P SLAUGHTER ASSOCIATES INC $477.09M
20902026-01-12 13:36:14DEFENDER CAPITAL LLC $308.65M
20912026-01-12 13:10:24CLIENT 1ST ADVISORY GROUP LLC $319.80M
20922026-01-12 12:49:24EVOLUTION WEALTH ADVISORS LLC $992.19M
20932026-01-12 12:46:30CULLEN INVESTMENT GROUP LTD $771.36M
20942026-01-12 12:46:23CANVAS WEALTH ADVISORS LLC $588.89M
20952026-01-12 12:46:01OPTIVISE ADVISORY SERVICES LLC $173.47M
20962026-01-12 12:34:19MYECFO LLC $235.59M
20972026-01-12 12:28:52BATH SAVINGS TRUST CO $1.00B
20982026-01-12 12:26:52EASTOVER INVESTMENT ADVISORS LLC $227.40M
20992026-01-12 12:20:18AUOUR INVESTMENTS LLC $314.30M
21002026-01-12 12:08:02PROFESSIONAL ADVISORY SERVICES INC $771.61K
21012026-01-12 12:06:33EAGLE CAPITAL MANAGEMENT LLC LA $274.96K
21022026-01-12 12:05:13VIKING FUND MANAGEMENT LLC $862.78M
21032026-01-12 11:52:35TL PRIVATE WEALTH $265.18M
21042026-01-12 11:49:23MOODY NATIONAL BANK TRUST DIVISION $1.04B
21052026-01-12 11:45:29WISER WEALTH MANAGEMENT INC $449.75M
21062026-01-12 11:44:11BREAKTHRU ADVISORY SERVICES LLC $156.47M
21072026-01-12 11:44:06PRIVATE WEALTH GROUP LLC $208.46M
21082026-01-12 11:40:29SCHAPER BENZ WISE INVESTMENT COUNSEL INC WI $1.38B
21092026-01-12 11:32:54ONE ADVISORY PARTNERS LLC $331.64M
21102026-01-12 11:29:41DAVENPORT CO LLC $18.77B
21112026-01-12 11:27:39RYAN INVESTMENT MANAGEMENT INC $180.57M
21122026-01-12 11:19:50HERITAGE FAMILY OFFICES LLP $220.04M
21132026-01-12 11:04:41ARS WEALTH ADVISORS GROUP LLC $1.11B
21142026-01-12 11:01:37PENSIONFUND SABIC $368.68K
21152026-01-12 11:00:53HOWARD FINANCIAL SERVICES LTD $855.15M
21162026-01-12 10:57:25ARKFELD WEALTH STRATEGIES L L C $290.90M
21172026-01-12 10:50:35STOLPER CO $339.49K
21182026-01-12 10:45:36BULWARK CAPITAL CORP $140.63M
21192026-01-12 10:42:11LIFELONG WEALTH ADVISORS INC $377.32M
21202026-01-12 10:41:30PFW ADVISORS LLC $331.11M
21212026-01-12 10:40:18KEMPNER CAPITAL MANAGEMENT INC $105.83M
21222026-01-12 10:39:14LAUER WEALTH LLC $134.68M
21232026-01-12 10:30:20THAYER FINANCIAL LLC $94.61M
21242026-01-12 10:25:45FARRELL FINANCIAL LLC $169.56M
21252026-01-12 10:23:51SHOTWELL RUTTER BAER INC $166.55M
21262026-01-12 10:22:12ARBOR WEALTH ADVISORS LLC $140.33M
21272026-01-12 10:19:57FOCUS FINANCIAL NETWORK INC $2.87B
21282026-01-12 10:17:59SHIRA RIDGE WEALTH MANAGEMENT $248.94M
21292026-01-12 10:16:22SCOTT CAPITAL ADVISORS LLC $451.40M
21302026-01-12 10:16:01ARLINGTON FINANCIAL ADVISORS LLC $698.09M
21312026-01-12 10:15:15QUANTUM FINANCIAL ADVISORS LLC $890.54M
21322026-01-12 10:14:35DIVERGENT PLANNING LLC $391.54M
21332026-01-12 10:14:03JGP WEALTH MANAGEMENT LLC $959.47M
21342026-01-12 10:13:44HARBOR GROUP INC $668.18M
21352026-01-12 10:13:30E OHMAN J:OR ASSET MANAGEMENT AB $4.30B
21362026-01-12 10:13:26EDGE WEALTH MANAGEMENT LLC $566.49M
21372026-01-12 10:13:08SALVUS WEALTH MANAGEMENT LLC $178.85M
21382026-01-12 10:11:39FOSTER GROUP INC $3.31B
21392026-01-12 10:11:34FIDUCIARY FINANCIAL GROUP LLC $707.98M
21402026-01-12 10:10:44EVANSON ASSET MANAGEMENT LLC $1.85B
21412026-01-12 10:10:08CURATED WEALTH PARTNERS LLC $925.32M
21422026-01-12 10:09:11ME ALLISON & CO INC $147.17M
21432026-01-12 10:08:45SKYLINE ADVISORS INC $299.57M
21442026-01-12 10:08:38MACKEY KOMARA DANKOVICH LLC $100.01M
21452026-01-12 10:08:11UHLMANN PRICE SECURITIES LLC $168.73M
21462026-01-12 10:07:09WEALTH GROUP LTD $446.78M
21472026-01-12 10:06:49FJELL CAPITAL LLC $130.43M
21482026-01-12 10:06:11VISIONPOINT ADVISORY GROUP LLC $513.35M
21492026-01-12 10:05:46BRUCKE FINANCIAL INC $182.92M
21502026-01-12 10:05:14ARCHER INVESTMENT MANAGEMENT LLC $185.88M
21512026-01-12 10:04:51SPINNAKER INVESTMENT GROUP LLC $551.37M
21522026-01-12 10:04:16LEE JOHNSON CAPITAL MANAGEMENT LLC $291.54M
21532026-01-12 10:03:08THRIVE WEALTH MANAGEMENT LLC $680.72M
21542026-01-12 10:02:33WEALTH MANAGEMENT PARTNERS LLC $350.21M
21552026-01-12 10:01:35SHERRILL & HUTCHINS FINANCIAL ADVISORY INC $141.03M
21562026-01-12 10:00:05WILLNER & HELLER LLC $139.15M
21572026-01-12 09:59:53POWSZECHNE TOWARZYSTWO EMERYTALNE ALLIANZ POLSKA SA $315.93M
21582026-01-12 09:59:41BILL FEW ASSOCIATES INC $406.85M
21592026-01-12 09:58:58CONTRAVISORY INVESTMENT MANAGEMENT INC $504.77M
21602026-01-12 09:58:47LEGACY WEALTH ASSET MANAGEMENT LLC $407.06M
21612026-01-12 09:58:25KWB WEALTH $1.06B
21622026-01-12 09:57:54SYSTRADE AG $163.93M
21632026-01-12 09:57:19BEACON FINANCIAL STRATEGIES CORP $179.15M
21642026-01-12 09:56:26ORSER CAPITAL MANAGEMENT LLC $176.96M
21652026-01-12 09:55:38DAVID J YVARS GROUP $187.89M
21662026-01-12 09:55:19MCNAUGHTON WEALTH MANAGEMENT LLC $242.87M
21672026-01-12 09:54:45AMPLIUS WEALTH ADVISORS LLC $1.19B
21682026-01-12 09:54:43CERTIFIED ADVISORY CORP $1.10B
21692026-01-12 09:54:31ABOUND WEALTH MANAGEMENT $426.99M
21702026-01-12 09:53:28PIONEER WEALTH MANAGEMENT GROUP $329.35M
21712026-01-12 09:52:59DKM WEALTH MANAGEMENT INC $134.06M
21722026-01-12 09:52:44TLWM $546.30M
21732026-01-12 09:51:28ROUNDANGLE ADVISORS LLC $137.34M
21742026-01-12 09:50:57LANHAM O'DELL & COMPANY INC $347.33M
21752026-01-12 09:50:07GILMAN HILL ASSET MANAGEMENT LLC $634.65M
21762026-01-12 09:49:29FOUNDERS GROVE WEALTH PARTNERS LLC $444.61M
21772026-01-12 09:49:23HUMMER FINANCIAL ADVISORY SERVICES INC $141.54M
21782026-01-12 09:48:25KAYDAN WEALTH MANAGEMENT INC $345.51M
21792026-01-12 09:46:33MEADOWBROOK WEALTH MANAGEMENT LLC $87.63M
21802026-01-12 09:37:31PERENNIAL ADVISORS LLC $596.43M
21812026-01-12 09:33:38DAYMARK WEALTH PARTNERS LLC $3.14B
21822026-01-12 09:27:17GENWEALTH GROUP INC $586.50M
21832026-01-12 09:20:18CZECH NATIONAL BANK $15.41B
21842026-01-12 09:16:15SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC $173.17M
21852026-01-12 09:13:12FIRST BANK TRUST $613.88M
21862026-01-12 09:10:07HILLCREST WEALTH ADVISORS NY LLC $232.30M
21872026-01-12 08:44:51PENSIONFUND DSM NETHERLANDS $151.88K
21882026-01-12 08:28:49AVANZA FONDER AB $3.94B
21892026-01-12 07:50:49M & L CAPITAL MANAGEMENT LTD $479.55M
21902026-01-12 07:30:22NARIA INC $382.67M
21912026-01-12 06:45:35ACCELERATE INVESTMENT ADVISORS LLC $148.41M
21922026-01-12 06:04:40AYALON HOLDINGS LTD $412.07K
21932026-01-09 18:47:34SALEM INVESTMENT COUNSELORS INC $3.54B
21942026-01-09 18:47:22RIALTO WEALTH MANAGEMENT LLC $418.13M
21952026-01-09 18:07:46AURDAN CAPITAL MANAGEMENT LLC $324.27M
21962026-01-09 18:07:38CHICKASAW CAPITAL MANAGEMENT LLC $2.43M
21972026-01-09 17:37:30RVW WEALTH LLC $1.31B
21982026-01-09 17:18:01FIRST HEARTLAND CONSULTANTS INC $1.32B
21992026-01-09 17:04:10CONSTITUTION CAPITAL LLC $211.46M
22002026-01-09 17:03:57SCOTT SELBER INC $398.75M
22012026-01-09 17:03:01PTM WEALTH MANAGEMENT LLC $177.21M
22022026-01-09 16:56:27SILVERLAKE WEALTH MANAGEMENT LLC $449.39M
22032026-01-09 16:34:09KEB ASSET MANAGEMENT LLC $493.39M
22042026-01-09 16:20:45SUNFLOWER BANK N A $396.89M
22052026-01-09 16:00:25CAPITAL ASSET ADVISORY SERVICES LLC $2.49B
22062026-01-09 15:46:41SEAFARER CAPITAL PARTNERS LLC $384.95M
22072026-01-09 15:04:11CONGRESS ASSET MANAGEMENT CO MA $14.21B
22082026-01-09 15:01:25OVERBROOK MANAGEMENT CORP $579.33M
22092026-01-09 14:59:51CLEAR TRAIL ADVISORS LLC $431.04M
22102026-01-09 14:50:40BDF GESTION $818.23M
22112026-01-09 14:49:49BOS ASSET MANAGEMENT LLC $373.58M
22122026-01-09 14:39:31COMMUNITY TRUST INVESTMENT CO $1.89B
22132026-01-09 14:34:53TWELE CAPITAL MANAGEMENT INC $559.57M
22142026-01-09 14:31:02IFS ADVISORS LLC $192.48M
22152026-01-09 14:11:31CULTIVAR CAPITAL INC $156.20M
22162026-01-09 14:06:38SPENCE ASSET MANAGEMENT $489.43M
22172026-01-09 14:05:22SOMERSET TRUST CO $326.87M
22182026-01-09 13:58:31CENTRAL BANK TRUST CO $646.74M
22192026-01-09 13:47:05APPLETON PARTNERS INC MA $1.52M
22202026-01-09 13:41:38MURPHY MIDDLETON HINKLE PARKER INC $206.67M
22212026-01-09 13:07:47ATLAS BROWN INC $336.37M
22222026-01-09 12:48:22CAROLINAS WEALTH CONSULTING LLC $0.00
22232026-01-09 12:48:16CARDEROCK CAPITAL MANAGEMENT INC $412.74M
22242026-01-09 12:15:41DOPKINS WEALTH MANAGEMENT LLC $244.81M
22252026-01-09 12:00:45SG AMERICAS SECURITIES LLC $78.32M
22262026-01-09 11:54:01ASSENAGON ASSET MANAGEMENT S A $72.64B
22272026-01-09 11:38:34OLDFIELD PARTNERS LLP $352.72M
22282026-01-09 11:20:00DUDLEY SHANLEY LLC $622.21M
22292026-01-09 11:03:04PARK PLACE CAPITAL CORP $480.39M
22302026-01-09 10:33:06CAMBRIDGE FINANCIAL GROUP LLC $287.74M
22312026-01-09 10:28:15S E E D PLANNING GROUP LLC $350.88M
22322026-01-09 10:25:56FRIDAY FINANCIAL $283.65M
22332026-01-09 09:59:58SEILERN INVESTMENT MANAGEMENT LTD $1.29B
22342026-01-09 09:46:03DIVERSIFIED TRUST CO $5.43B
22352026-01-09 09:45:06PARTNERSHIP WEALTH MANAGEMENT LLC $138.93M
22362026-01-09 09:21:30GEM ASSET MANAGEMENT LLC $224.43M
22372026-01-09 09:04:11JVL ASSOCIATES LLC $307.24M
22382026-01-09 09:02:26RF&L WEALTH MANAGEMENT LLC $178.43M
22392026-01-09 08:16:47MCCOLLUM CHRISTOFERSON GROUP LLC $345.68M
22402026-01-08 19:18:39MONTECITO BANK TRUST $627.26M
22412026-01-08 18:44:59SILVIA MCCOLL WEALTH MANAGEMENT LLC $150.46M
22422026-01-08 18:39:10CHARLES SCHWAB TRUST CO $1.52B
22432026-01-08 18:36:53BREAKWATER CAPITAL GROUP $716.57M
22442026-01-08 18:35:40AURELIUS FAMILY OFFICE LLC $232.55M
22452026-01-08 18:35:20WESTVIEW MANAGEMENT DBA WESTVIEW INVESTMENT ADVISORS $209.90M
22462026-01-08 18:33:59CROCODILE CAPITAL PARTNERS GMBH $167.28M
22472026-01-08 18:33:41AULL MONROE INVESTMENT MANAGEMENT CORP $199.55M
22482026-01-08 18:33:23FOCUS WEALTH ADVISORS LLC $214.90M
22492026-01-08 18:33:00AFFINITY CAPITAL ADVISORS LLC $722.58M
22502026-01-08 18:32:42TABR CAPITAL MANAGEMENT LLC $257.84M
22512026-01-08 18:32:41180 WEALTH ADVISORS LLC $878.29M
22522026-01-08 18:32:16CARR FINANCIAL GROUP CORP $376.19M
22532026-01-08 18:31:54INTEGRYS WEALTH ADVISORS LLC $816.71M
22542026-01-08 18:30:51CAPITAL CS GROUP LLC $64.95M
22552026-01-08 18:30:32DYNAMIC ADVISORS SOLUTIONS LLC $3.12B
22562026-01-08 18:30:02GRAVES LIGHT PRIVATE WEALTH MANAGEMENT INC $942.92M
22572026-01-08 18:29:44POST RESCH TALLON GROUP INC $118.39M
22582026-01-08 18:29:31HARDIN CAPITAL PARTNERS LLC $211.63M
22592026-01-08 18:19:37RONNA SUE COHEN $257.84M
22602026-01-08 18:14:28PACIFICA PARTNERS INC $225.06M
22612026-01-08 18:06:23ZRC WEALTH MANAGEMENT LLC $282.38M
22622026-01-08 17:54:18MARSHALL FINANCIAL GROUP LLC $515.31M
22632026-01-08 17:53:02TACTIVE ADVISORS LLC $341.34M
22642026-01-08 17:50:19CAPSTONE WEALTH MANAGEMENT GROUP LLC $165.10M
22652026-01-08 17:49:09INDEPENDENCE WEALTH ADVISORS LLC $177.78M
22662026-01-08 17:48:03LWM ADVISORS INC $113.70M
22672026-01-08 17:46:50ZYNERGYRETIREMENTPLANNINGLLC $162.53M
22682026-01-08 17:45:34TEAMWORK FINANCIAL ADVISORS LLC $990.25M
22692026-01-08 17:41:02PETERSON WEALTH ADVISORS LLC $750.09M
22702026-01-08 17:37:57LEVERTY FINANCIAL GROUP LLC $418.14M
22712026-01-08 17:35:46BARON FINANCIAL GROUP LLC $186.51M
22722026-01-08 17:01:43BRAVE ASSET MANAGEMENT INC $424.81M
22732026-01-08 16:54:59SOMNIO FINANCIAL GROUP LLC $151.28M
22742026-01-08 16:29:59RIDGELINE WEALTH LLC $144.19M
22752026-01-08 16:27:43GOODMAN FINANCIAL CORP $528.00M
22762026-01-08 16:14:22TOMPKINS FINANCIAL CORP $1.29B
22772026-01-08 16:10:24PMV CAPITAL ADVISERS LLC $54.91M
22782026-01-08 16:01:46SENTINEL WEALTH MANAGEMENT INC $120.59M
22792026-01-08 15:35:56ASEMPA WEALTH ADVISORS $116.08M
22802026-01-08 15:23:04ADIRONDACK TRUST CO $304.02M
22812026-01-08 15:01:59NORWAY SAVINGS BANK $216.23M
22822026-01-08 14:47:19CENTERLINE WEALTH ADVISORS LLC $276.20M
22832026-01-08 14:44:40BAKER TILLY FINANCIAL LLC $405.81M
22842026-01-08 14:42:10FULTON BANK N A $2.89B
22852026-01-08 14:26:44O'KEEFE STEVENS ADVISORY INC $385.33M
22862026-01-08 14:24:32BAYSHORE ASSET MANAGEMENT LLC $245.02M
22872026-01-08 14:21:34TRAVEKA WEALTH LLC $245.64M
22882026-01-08 14:15:16FIRETHORN WEALTH PARTNERS LLC $267.30M
22892026-01-08 14:00:25SPARTAN PLANNING & WEALTH MANAGEMENT $135.53M
22902026-01-08 13:48:29BENNETT SELBY INVESTMENTS LP $310.52M
22912026-01-08 13:48:10KEARNS & ASSOCIATES LLC $193.57M
22922026-01-08 13:42:13THREADGILL FINANCIAL LLC $242.81M
22932026-01-08 13:36:43FINANCIAL MANAGEMENT NETWORK INC $631.96M
22942026-01-08 13:36:00ULLAND INVESTMENT ADVISORS LLC $124.93K
22952026-01-08 13:11:12STEPHENS GROUP ASSET MANAGEMENT LLC $1.50B
22962026-01-08 13:10:31DAGCO INC $432.96M
22972026-01-08 13:05:22ELMWOOD WEALTH MANAGEMENT INC $316.59M
22982026-01-08 13:00:50AURORA INVESTMENT MANAGERS LLC $176.41K
22992026-01-08 12:50:08VERSANT CAPITAL MANAGEMENT INC $797.10M
23002026-01-08 12:42:17GLADWYN FINANCIAL ADVISORS INC $142.32M
23012026-01-08 12:38:32TRUE WEALTH DESIGN LLC $341.14M
23022026-01-08 12:31:31GRADIENT INVESTMENTS LLC $6.30B
23032026-01-08 12:17:52M KULYK AND ASSOCIATES LLC $523.34M
23042026-01-08 12:14:59EFFICIENT ADVISORS LLC $1.71B
23052026-01-08 12:09:28SOUND VIEW WEALTH ADVISORS GROUP LLC $1.49B
23062026-01-08 11:55:27REGENT PEAK WEALTH ADVISORS LLC $507.24M
23072026-01-08 11:49:43AGATE PASS INVESTMENT MANAGEMENT LLC $269.17M
23082026-01-08 11:36:28WAYCROSS INVESTMENT MANAGEMENT CO $113.74M
23092026-01-08 11:33:00GRIDIRON PARTNERS LLC $175.54M
23102026-01-08 11:24:16THOMA CAPITAL MANAGEMENT LLC $173.58M
23112026-01-08 11:23:20LEGACY PRIVATE TRUST CO $1.70B
23122026-01-08 11:17:10PEOPLES BANK KS $99.46M
23132026-01-08 11:01:48GRYPHON FINANCIAL PARTNERS LLC $934.69M
23142026-01-08 10:50:52ARMSTRONG ADVISORY GROUP INC $1.48B
23152026-01-08 10:50:14WEALTH ENHANCEMENT ADVISORY SERVICES LLC $73.73B
23162026-01-08 10:43:02NORTHCREST ASSET MANANGEMENT LLC $4.48B
23172026-01-08 10:42:55DDFG INC $456.80M
23182026-01-08 10:38:07CHESAPEAKE ASSET MANAGEMENT LLC $121.03M
23192026-01-08 10:37:31COCONUT GROVE BANK $889.03M
23202026-01-08 10:26:53WEBSTERROGERS FINANCIAL ADVISORS LLC $344.43M
23212026-01-08 10:25:28MOLLER FINANCIAL SERVICES $477.53M
23222026-01-08 10:09:47OLIVER LUXXE ASSETS LLC $656.93M
23232026-01-08 10:06:32GENESIS PRIVATE WEALTH LLC $322.25M
23242026-01-08 09:45:17WEDMONT PRIVATE CAPITAL $2.88B
23252026-01-08 09:29:11SINCERUS ADVISORY LLC $126.68M
23262026-01-08 09:26:08OLD PORT ADVISORS $407.36M
23272026-01-08 09:12:58PROFIT INVESTMENT MANAGEMENT LLC $24.73M
23282026-01-08 09:08:16SANDERS MORRIS HARRIS INC $64.72M
23292026-01-08 09:07:15SL ADVISORS LLC $48.84M
23302026-01-08 09:02:03SAR WEALTH MANAGEMENT GROUP LLC $182.21M
23312026-01-08 09:00:42KRASNEY FINANCIAL LLC $894.80M
23322026-01-08 08:59:20HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC $289.50M
23332026-01-08 08:57:56MKT ADVISORS LLC $293.05M
23342026-01-08 08:56:36MARIDEA WEALTH MANAGEMENT LLC $665.82M
23352026-01-08 08:54:30CHOICE WEALTH ADVISORS LLC $252.94M
23362026-01-08 08:49:03ADVICEONE ADVISORY SERVICES LLC $169.20M
23372026-01-08 08:48:30FERMATA ADVISORS LLC $416.63M
23382026-01-08 08:48:06PINE HAVEN INVESTMENT COUNSEL INC $140.55M
23392026-01-08 08:47:47SARASIN PARTNERS LLP $9.63B
23402026-01-08 08:47:04SPRINKLE FINANCIAL CONSULTANTS LLC $196.84M
23412026-01-08 08:45:46LINCOLN CAPITAL LLC $551.84M
23422026-01-08 08:44:36GSG ADVISORS LLC $387.41M
23432026-01-08 08:44:18INTEGRATED CAPITAL MANAGEMENT INC $150.42M
23442026-01-08 08:42:15TUTTLE TACTICAL MANAGEMENT LLC $45.22M
23452026-01-08 07:04:52NORDEA INVESTMENT MANAGEMENT AB $116.45B
23462026-01-07 20:57:51NEUMANN ADVISORY HONG KONG LTD $2.82M
23472026-01-07 20:30:01GUOLINE ADVISORY PTE LTD $1.09B
23482026-01-07 18:39:08AMERICAN NATIONAL BANK OF TEXAS $104.11M
23492026-01-07 18:33:26OCCIDENTAL ASSET MANAGEMENT LLC $832.26M
23502026-01-07 18:08:42VALUE PARTNER INVESTMENTS INC $1.30B
23512026-01-07 17:50:55CHARIS LEGACY PARTNERS LLC $67.76M
23522026-01-07 17:36:14COOPER FINANCIAL GROUP $939.84M
23532026-01-07 17:33:02KURE ADVISORY LLC $178.80M
23542026-01-07 17:27:33STONEBRIDGE WEALTH MANAGEMENT LLC $105.85M
23552026-01-07 17:27:26PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC $151.66M
23562026-01-07 17:20:38CLARK & STUART INC $145.11M
23572026-01-07 17:17:30PERMANENT CAPITAL MANAGEMENT LP $513.29M
23582026-01-07 17:04:50SOVEREIGN FINANCIAL GROUP INC $580.41M
23592026-01-07 17:00:41SANDBOX FINANCIAL PARTNERS LLC $361.38M
23602026-01-07 16:58:22PROCYON PRIVATE WEALTH PARTNERS LLC $2.03B
23612026-01-07 16:53:51PARISI GRAY WEALTH MANAGEMENT $440.50M
23622026-01-07 16:51:22CYNDEO WEALTH PARTNERS LLC $1.85B
23632026-01-07 16:50:32PANORAMIC CAPITAL PARTNERS LLC $163.05M
23642026-01-07 16:47:41NEW ENGLAND RESEARCH MANAGEMENT INC $228.62M
23652026-01-07 16:45:32MAGNUS FINANCIAL GROUP LLC $1.31B
23662026-01-07 16:43:27IMPACT CAPITAL PARTNERS LLC $337.24M
23672026-01-07 16:40:21HENRICKSON NAUTA WEALTH ADVISORS INC $677.65M
23682026-01-07 16:35:52EVERPAR ADVISORS LLC $269.63M
23692026-01-07 16:33:32TOUNJIAN ADVISORY PARTNERS LLC $295.27M
23702026-01-07 16:32:30HAMLIN CAPITAL MANAGEMENT LLC $4.17B
23712026-01-07 16:31:45LAKE STREET FINANCIAL LLC $817.46M
23722026-01-07 16:31:06NORTHSIDE CAPITAL MANAGEMENT LLC $1.15B
23732026-01-07 16:27:57ORGEL WEALTH MANAGEMENT LLC $4.53B
23742026-01-07 16:21:41CENTURYLINK INVESTMENT MANAGEMENT CO $96.85M
23752026-01-07 16:17:20CAHABA WEALTH MANAGEMENT INC $1.44B
23762026-01-07 16:04:43GREEN ALPHA ADVISORS LLC $109.15M
23772026-01-07 15:55:02CUTTER CO BROKERAGE INC $0.00
23782026-01-07 15:46:59WISCONSIN WEALTH ADVISORS LLC $102.04M
23792026-01-07 15:38:26MASSMUTUAL TRUST CO FSB ADV $3.89B
23802026-01-07 15:28:26BANNERMAN WEALTH MANAGEMENT GROUP LLC $141.05M
23812026-01-07 15:25:02CRESCENT STERLING LTD $97.55M
23822026-01-07 15:19:32KEYSTONE FINANCIAL PLANNING INC $344.79M
23832026-01-07 15:06:18BRADY FAMILY WEALTH LLC $324.00M
23842026-01-07 14:58:48GREENHAVEN ASSOCIATES INC $6.17B
23852026-01-07 14:45:55AQUIRE WEALTH ADVISORS LLC $384.59M
23862026-01-07 14:44:11BOSTON STANDARD WEALTH MANAGEMENT LLC $605.82M
23872026-01-07 14:44:03HARBOUR CAPITAL ADVISORS LLC $491.20M
23882026-01-07 14:42:26AMERICAN ASSET MANAGEMENT INC $117.94M
23892026-01-07 14:41:21HARBOR INVESTMENT ADVISORY LLC $1.33B
23902026-01-07 14:37:20LYNCH ASSOCIATES IN $528.90M
23912026-01-07 14:32:32TEALWOOD ASSET MANAGEMENT INC $222.88K
23922026-01-07 14:21:29TETRAD CORP $1.04B
23932026-01-07 14:02:59SIGNIFICANT WEALTH PARTNERS LLC $89.67M
23942026-01-07 13:47:06WILSEY ASSET MANAGEMENT INC $644.08M
23952026-01-07 13:37:34CWA ASSET MANAGEMENT GROUP LLC $2.77B
23962026-01-07 13:31:48RETIREMENT WEALTH SOLUTIONS LLC $158.24M
23972026-01-07 13:28:46AVENTURA PRIVATE WEALTH LLC $278.34M
23982026-01-07 13:24:00INNOVA WEALTH PARTNERS $198.26M
23992026-01-07 13:23:33VERITY WEALTH ADVISORS $161.17M
24002026-01-07 13:20:58EMETH VALUE CAPITAL LLC $81.03M
24012026-01-07 13:14:30FRAGASSO GROUP INC $1.65B
24022026-01-07 13:10:33PPS&V ASSET MANAGEMENT CONSULTANTS INC $172.28M
24032026-01-07 13:06:37BALDWIN BROTHERS INC MA $1.56B
24042026-01-07 12:46:39NOBLE FAMILY WEALTH LLC $474.38M
24052026-01-07 12:39:49HOLISTIC FINANCIAL PARTNERS $275.76M
24062026-01-07 12:26:44LAKE HILLS WEALTH MANAGEMENT LLC $191.63M
24072026-01-07 12:19:58NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC $310.29M
24082026-01-07 12:12:21IAM ADVISORY LLC $450.02M
24092026-01-07 12:12:20HILLTOP NATIONAL BANK $413.60M
24102026-01-07 12:09:51MELONE PRIVATE WEALTH LLC $235.78M
24112026-01-07 12:05:32LAKERIDGE WEALTH MANAGEMENT LLC $220.01M
24122026-01-07 12:00:15NEXT LEVEL PRIVATE LLC $381.51M
24132026-01-07 11:55:32IMPACTFOLIO LLC $238.12M
24142026-01-07 11:49:50EXETER FINANCIAL LLC $235.13M
24152026-01-07 11:44:18BARING FINANCIAL LLC $164.27M
24162026-01-07 11:30:11ENVISION FINANCIAL LLC $189.20M
24172026-01-07 10:54:10EPIQ PARTNERS LLC $214.47M
24182026-01-07 10:46:38GILBERT COOK INC $795.57M
24192026-01-07 10:43:12DECISIONMAP WEALTH MANAGEMENT LLC $162.21M
24202026-01-07 10:40:22MAROTTA ASSET MANAGEMENT $540.16M
24212026-01-07 10:38:56BCGM WEALTH MANAGEMENT LLC $391.86M
24222026-01-07 10:29:59VIGILARE WEALTH MANAGEMENT $297.31M
24232026-01-07 10:16:54ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT LLC $162.70M
24242026-01-07 10:10:17SAGESPRING WEALTH PARTNERS LLC $5.50B
24252026-01-07 10:06:32COVEA FINANCE $3.03B
24262026-01-07 10:06:06BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $51.45M
24272026-01-07 09:58:12PRECEDENT WEALTH PARTNERS LLC $476.83M
24282026-01-07 09:43:36KFA PRIVATE WEALTH GROUP LLC $411.16M
24292026-01-07 09:38:36WESPAC ADVISORS SOCAL LLC $495.87M
24302026-01-07 09:35:53CORSICANA & CO $178.15M
24312026-01-07 09:35:09PRIVATE CLIENT SERVICES LLC $319.98M
24322026-01-07 09:33:25SULZBERGER CAPITAL ADVISORS INC $99.01M
24332026-01-07 09:29:05AAFMAA WEALTH MANAGEMENT AND TRUST LLC $255.14M
24342026-01-07 09:05:18YEOMANS CONSULTING GROUP INC $341.28M
24352026-01-07 09:04:09STONEKEEP INVESTMENTS LLC $156.39M
24362026-01-07 09:03:02RIVERSEDGE ADVISORS LLC $615.03M
24372026-01-07 09:01:23CAPITAL ADVANTAGE INC $741.32M
24382026-01-07 08:59:41TRUEWEALTH ADVISORS LLC $386.16M
24392026-01-07 08:58:11TRUWEALTH ADVISORS LLC $2.04B
24402026-01-07 08:56:43TCP ASSET MANAGEMENT LLC $593.55M
24412026-01-07 08:55:14BAY RIVERS GROUP $247.25M
24422026-01-07 08:53:53PUFF WEALTH MANAGEMENT LLC $77.39M
24432026-01-07 08:52:21MFG WEALTH MANAGEMENT INC $128.33M
24442026-01-07 08:51:02WINEBRENNER CAPITAL MANAGEMENT LLC $150.06M
24452026-01-07 08:49:24STERLING MANOR FINANCIAL LLC $160.26M
24462026-01-07 08:47:45EVERHART FINANCIAL GROUP INC $1.08B
24472026-01-07 08:46:18PLATT INVESTMENT COUNSEL LLC $135.32M
24482026-01-07 08:44:19QP WEALTH MANAGEMENT LLC $113.47M
24492026-01-06 20:28:10CENTRAL PACIFIC BANK TRUST DIVISION $815.46M
24502026-01-06 17:25:15GOALFUSION WEALTH MANAGEMENT LLC $216.22M
24512026-01-06 16:51:54RDA FINANCIAL NETWORK $415.36M
24522026-01-06 16:43:45CLARK FINANCIAL SERVICES GROUP INC BD $188.01M
24532026-01-06 16:38:07COLLECTIVE FAMILY OFFICE LLC $435.86M
24542026-01-06 16:29:35ARMSTRONG HENRY H ASSOCIATES INC $1.08B
24552026-01-06 16:23:58SAGE CAPITAL ADVISORS LLC $420.79M
24562026-01-06 16:09:15WEALTHCARE INVESTMENT PARTNERS LLC $343.22M
24572026-01-06 16:04:17IOWA STATE BANK $533.26M
24582026-01-06 16:03:18PARADIEM LLC $417.97M
24592026-01-06 15:55:37SAFIR WEALTH ADVISORS LLC $142.61M
24602026-01-06 15:54:01PENBROOK MANAGEMENT LLC $144.98M
24612026-01-06 15:49:44LPWM LLC $396.43M
24622026-01-06 15:31:04RANSOM ADVISORY LTD $252.94M
24632026-01-06 15:30:48FULCRUM EQUITY MANAGEMENT $104.49M
24642026-01-06 15:27:14GENERAL PARTNER INC $176.38M
24652026-01-06 15:18:03WERLINICH ASSET MANAGEMENT LLC $202.94M
24662026-01-06 15:14:58GREAT OAK CAPITAL PARTNERS LLC $398.69M
24672026-01-06 15:13:58ABNER HERRMAN BROCK LLC $979.22K
24682026-01-06 15:12:48EHRLICH FINANCIAL GROUP $175.72M
24692026-01-06 15:10:38RENAISSANCE INVESTMENT GROUP LLC $496.37M
24702026-01-06 15:09:59EAGLE WEALTH STRATEGIES LLC $214.72M
24712026-01-06 15:07:49DAVIS INVESTMENT PARTNERS LLC $285.93M
24722026-01-06 15:05:06CHEMISTRY WEALTH MANAGEMENT LLC $534.52M
24732026-01-06 14:56:30SHANKERVALLEAU WEALTH ADVISORS INC $368.98M
24742026-01-06 14:55:23AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP $168.56M
24752026-01-06 14:40:11OMC FINANCIAL SERVICES LTD $268.35M
24762026-01-06 14:36:30FARMERS TRUST CO $613.19M
24772026-01-06 14:36:20MALLINI COMPLETE FINANCIAL PLANNING LLC $124.41M
24782026-01-06 14:08:48CANNAE HOLDINGS INC (CNNE) $80.33M
24792026-01-06 13:43:10FREEDOM FINANCIAL PARTNERS LLC $274.87M
24802026-01-06 13:42:05ADDIS & HILL INC $165.06M
24812026-01-06 13:25:51BARDEN CAPITAL MANAGEMENT INC $121.78M
24822026-01-06 13:17:46ATTESSA CAPITAL LLC $182.93M
24832026-01-06 13:10:44NELSON VAN DENBURG CAMPBELL WEALTH MANAGEMENT GROUP LLC $3.21B
24842026-01-06 13:03:44HOFFMAN ALAN N INVESTMENT MANAGEMENT $177.30M
24852026-01-06 12:58:08JBGLOBALCOM LLC $79.43M
24862026-01-06 12:55:59ASSET VALUE INVESTORS LTD $117.12M
24872026-01-06 12:53:01BEACON WEALTHCARE LLC $291.21M
24882026-01-06 12:41:55DOLIVER CAPITAL ADVISORS INC $399.63M
24892026-01-06 12:38:59WEYBOSSET RESEARCH MANAGEMENT LLC $324.27M
24902026-01-06 12:28:38FIRST CITIZENS FINANCIAL CORP $202.43M
24912026-01-06 12:20:23ASSET MANAGEMENT ADVISORS LLC $165.34M
24922026-01-06 11:41:33STASH INVESTMENTS LLC $249.46M
24932026-01-06 11:19:54JBR CO FINANCIAL MANAGEMENT INC $238.86M
24942026-01-06 11:16:01CANAL CAPITAL MANAGEMENT LLC $704.95M
24952026-01-06 11:11:41HILEY HUNT WEALTH MANAGEMENT $223.48M
24962026-01-06 11:04:26ARLINGTON CAPITAL MANAGEMENT INC $162.69M
24972026-01-06 10:43:40UNIQUE WEALTH LLC $716.23M
24982026-01-06 10:28:26MARTIN CAPITAL PARTNERS LLC $265.83K
24992026-01-06 09:13:07ADVANCE CAPITAL MANAGEMENT INC $2.36B
25002026-01-06 08:53:18BOARD OF THE PENSION PROTECTION FUND $105.06M
25012026-01-06 08:45:27INVESTORS RESEARCH CORP $546.09M
25022026-01-06 08:02:15NEVILLE RODIE SHAW INC $1.42M
25032026-01-06 08:00:29STEPHENS GROUP LLC $185.43M
25042026-01-05 18:13:39LEIBMAN FINANCIAL SERVICES INC $138.55M
25052026-01-05 17:52:00WALNUT PRIVATE EQUITY PARTNERS LLC $171.91M
25062026-01-05 17:46:51RED SPRUCE CAPITAL LLC $250.85M
25072026-01-05 16:49:01LIFEGUIDE FINANCIAL ADVISORS LLC $301.39M
25082026-01-05 16:34:28ARGENT CAPITAL MANAGEMENT LLC $3.53B
25092026-01-05 16:25:51COMMONS CAPITAL LLC $149.17M
25102026-01-05 16:22:47FIRST HAWAIIAN BANK $751.52M
25112026-01-05 16:15:20PARK NATIONAL CORP OH $3.21B
25122026-01-05 16:09:36NOBLE WEALTH MANAGEMENT PBC $199.05M
25132026-01-05 16:08:10CATHERINE AVERY INVESTMENT MANAGEMENT LLC $166.97M
25142026-01-05 15:55:34CONFLUENCE INVESTMENT MANAGEMENT LLC $6.67B
25152026-01-05 15:40:35ABLES IANNONE MOORE & ASSOCIATES INC $182.59M
25162026-01-05 15:24:26BANCFIRST TRUST & INVESTMENT MANAGEMENT $242.59M
25172026-01-05 15:14:20HORIZONS WEALTH MANAGEMENT $152.61M
25182026-01-05 15:14:09ANDERSON HOAGLAND CO $1.16B
25192026-01-05 15:11:15PARK AVENUE SECURITIES LLC $11.80M
25202026-01-05 15:09:13COASTLINE TRUST CO $1.06B
25212026-01-05 14:33:48ARYEH CAPITAL MANAGEMENT LTD $0.00
25222026-01-05 14:27:39HOLOS INTEGRATED WEALTH LLC $179.15M
25232026-01-05 14:27:25GOALVEST ADVISORY LLC $522.07M
25242026-01-05 14:25:02MILLER GLOBAL INVESTMENTS LLC $110.46M
25252026-01-05 13:26:28GARRETT INVESTMENT ADVISORS LLC $1.26B
25262026-01-05 13:22:55JDH WEALTH MANAGEMENT LLC $145.85M
25272026-01-05 13:14:20HELEN STEPHENS GROUP LLC $476.15M
25282026-01-05 12:57:20LEGACY WEALTH MANAGEMENT LLC MS $374.56M
25292026-01-05 12:56:13GK WEALTH MANAGEMENT LLC $150.83M
25302026-01-05 12:47:15RK ASSET MANAGEMENT LLC $106.00K
25312026-01-05 12:17:16KOPION ASSET MANAGEMENT LLC $139.86M
25322026-01-05 12:01:55GRANT PRIVATE WEALTH MANAGEMENT INC $165.58M
25332026-01-05 11:55:04CITY CENTER ADVISORS LLC $108.67M
25342026-01-05 11:13:12STAIRWAY PARTNERS LLC $1.93B
25352026-01-05 11:10:30UNION BANCAIRE PRIVEE UBP SA $8.42B
25362026-01-05 10:36:28TRUST CO OF THE SOUTH $621.82M
25372026-01-05 10:07:15FOGUTH WEALTH MANAGEMENT LLC $645.14M
25382026-01-05 09:49:25SAMSON ROCK CAPITAL LLP $61.29M
25392026-01-05 09:38:04ROXBURY FINANCIAL LLC $111.45M
25402026-01-05 09:13:26BURKETT FINANCIAL SERVICES LLC $293.04M
25412026-01-05 09:03:29MICHAEL S RYAN INC $172.88M
25422026-01-02 19:58:38GAMMA INVESTING LLC $1.99B
25432026-01-02 19:51:39JACOBS CO CA $1.06M
25442026-01-02 19:04:00ROSENBERG MATTHEW HAMILTON $482.83M
25452026-01-02 16:19:19BOLTWOOD CAPITAL MANAGEMENT $384.56M
25462026-01-02 15:18:39LBJ FAMILY WEALTH ADVISORS LTD $181.82K
25472026-01-02 14:52:52MCALISTER SWEET & ASSOCIATES INC $131.71M
25482026-01-02 14:51:33FIRST FINANCIAL BANK N A TRUST DIVISION $1.22B
25492026-01-02 12:49:39GP BRINSON INVESTMENTS LLC $232.12M
25502026-01-02 11:05:46INSIGHT WEALTH STRATEGIES LLC $872.14M
25512026-01-02 07:53:17GLOBAL WEALTH STRATEGIES & ASSOCIATES $401.09M
25522026-01-02 07:14:42CACTI ASSET MANAGEMENT LLC $1.66B
Disclaimer
The information contained herein are intended for illustrative and informational purpose only.
Key Terms
HedgeMind 1000
HedgeMind 1000 (HM 1000) consists of 1000+ hedge funds that are handpicked from 7,000+ institutional investors who are actively filling Form 13F with SEC. These hedge funds employ one or more hedge fund investment strategies as defined by Hedge Fund Research. HedgeMind 1000 hedge funds include some of the most successful and largest hedge funds in the world as well as many newly launched emerging hedge funds we have continuously discovered.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Investing
Best Invest Alongside
5-Star Managers
Your HCB Portfolio
About HCB
FAQ
Stock Ideas
High-Conviction Buys
Today's HCB Stocks
Stocks Rated Accumulate
Real-Time Biotech Buys
Rising Hedge Fund Ownership
Top Stock Picks
50 Matter Most Stocks
50 Most Popular Stocks
Top 30 Stock Picks of Hedge Fund Billionaires
Top 30 Stock Picks of Tiger Cubs
Top Consensus Stock Picks
Stocks
Stock Holders
Option Holders
Stats & Insights
Real-Time Trades
13D-G Filings
13D-G Filings Stats & Insights
Real-Time Trade Ideas
Hedge Funds
Hedge Fund Portfolios
Hedge Fund Screener
Hedge Fund Trade Analyzer
5-Star Managers
HM Pro
Institutional Portfolios
Institutional Investor Screener
Hedge Fund Trade Analyzer
Compare Portfolios
My HM
Stock Watchlist
Manager Watchlist
AlertReal-Time 13D-G
HM Subscribers
Subscription Plan
Subscription FAQ
My Account
Contact Us: hmsupport@hedgemind.com
Disclaimer
HedgeMind.com is not a registered investment adviser or a broker/dealer. Users are advised that content is provided for educational, informational, entertainment and research purposes only and should not be construed as an offer to sell or the solicitation of an offer to buy securities and is not intended to be, nor does it constitute, investment advice or recommendations. In no event will HedgeMind.com or its members, managers, directors, officers be liable to you or any third party for any damages of any kind arising from your use of any content or other material published or available on HedgeMind.com, or relating to the use of, or inability to use, HedgeMind.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. Past performance is no guarantee of future results. Investment information provided may not be appropriate for all investors and is provided without consideration of your financial sophistication, financial situation, investing time horizon, or risk tolerance. If you invest based on the information provided on HedgeMind.com, it means that you accept terms and conditions of use of HedgeMind.com. You are responsible for any your own actions and are urged to consult with your own independent financial advisers with respect to any investment.
Copyright © 2026 HedgeMind.com, LLC. All rights reserved.
Privacy Policy
Terms of Use