| Kopp Family Office, LLC |
2024 Q3
|
12/31/2024 |
22
|
$160 M
|
| Penney Financial, LLC |
2024 Q3
|
12/31/2024 |
36
|
$150 M
|
| Penney Financial, LLC |
2024 Q2
|
12/31/2024 |
34
|
$140 M
|
| Penney Financial, LLC |
2024 Q1
|
12/31/2024 |
33
|
$140 M
|
| SK Wealth Management, LLC |
2024 Q3
|
12/30/2024 |
71
|
$200 M
|
| JPMORGAN CHASE & CO |
2024 Q3 - NEW HOLDINGS
|
12/26/2024 |
|
$0
|
| Cypress Capital, LLC |
2021 Q4 - NEW HOLDINGS
|
12/26/2024 |
61
|
$30 M
|
| Cypress Capital, LLC |
2022 Q1 - NEW HOLDINGS
|
12/26/2024 |
45
|
$19 M
|
| Penney Financial, LLC |
2023 Q4
|
12/26/2024 |
31
|
$120 M
|
| Cypress Capital, LLC |
2022 Q2 - NEW HOLDINGS
|
12/26/2024 |
36
|
$14 M
|
| JPMORGAN CHASE & CO |
2024 Q2 - NEW HOLDINGS
|
12/26/2024 |
33,036
|
$1.2 T
|
| Cypress Capital, LLC |
2022 Q3 - NEW HOLDINGS
|
12/26/2024 |
42
|
$17 M
|
| Cypress Capital, LLC |
2022 Q4 - NEW HOLDINGS
|
12/26/2024 |
45
|
$16 M
|
| JPMORGAN CHASE & CO |
2024 Q1 - NEW HOLDINGS
|
12/26/2024 |
|
$0
|
| JPMORGAN CHASE & CO |
2023 Q4 - NEW HOLDINGS
|
12/26/2024 |
31,048
|
$1.0 T
|
| DUDLEY & SHANLEY, INC. |
2024 Q3
|
12/23/2024 |
37
|
$640 M
|
| Pearl River Capital, LLC |
2023 Q1 - RESTATEMENT
|
12/19/2024 |
476
|
$630 M
|
| Independent Solutions Wealth Management, LLC |
2024 Q3
|
12/19/2024 |
164
|
$440 M
|
| Independent Solutions Wealth Management, LLC |
2024 Q2
|
12/19/2024 |
168
|
$440 M
|
| Independent Solutions Wealth Management, LLC |
2024 Q1
|
12/19/2024 |
171
|
$420 M
|
| Independent Solutions Wealth Management, LLC |
2023 Q4
|
12/19/2024 |
166
|
$390 M
|
| Independent Solutions Wealth Management, LLC |
2023 Q3
|
12/19/2024 |
200
|
$390 M
|
| Independent Solutions Wealth Management, LLC |
2023 Q2
|
12/19/2024 |
219
|
$400 M
|
| Independent Solutions Wealth Management, LLC |
2023 Q1
|
12/19/2024 |
210
|
$340 M
|
| Independent Solutions Wealth Management, LLC |
2022 Q4
|
12/19/2024 |
213
|
$330 M
|
| Independent Solutions Wealth Management, LLC |
2022 Q3
|
12/19/2024 |
208
|
$300 M
|
| Independent Solutions Wealth Management, LLC |
2022 Q2
|
12/19/2024 |
216
|
$320 M
|
| Independent Solutions Wealth Management, LLC |
2022 Q1
|
12/19/2024 |
213
|
$420 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2024 Q3 - NEW HOLDINGS
|
12/19/2024 |
66
|
$1.7 B
|
| Independent Solutions Wealth Management, LLC |
2021 Q4
|
12/19/2024 |
226
|
$420 M
|
| Independent Solutions Wealth Management, LLC |
2021 Q3
|
12/19/2024 |
212
|
$400 M
|
| Independent Solutions Wealth Management, LLC |
2021 Q2
|
12/19/2024 |
202
|
$410 M
|
| Independent Solutions Wealth Management, LLC |
2021 Q1
|
12/19/2024 |
188
|
$360 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q3
|
12/19/2024 |
78
|
$180 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q2
|
12/19/2024 |
78
|
$180 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2024 Q1
|
12/19/2024 |
82
|
$170 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q4
|
12/19/2024 |
82
|
$170 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q3
|
12/19/2024 |
85
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q2
|
12/19/2024 |
85
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2023 Q1
|
12/19/2024 |
82
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q4
|
12/19/2024 |
88
|
$140 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q3
|
12/19/2024 |
92
|
$130 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q2
|
12/19/2024 |
115
|
$140 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2022 Q1
|
12/19/2024 |
115
|
$160 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q4
|
12/19/2024 |
115
|
$200 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q3
|
12/19/2024 |
117
|
$190 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q2
|
12/19/2024 |
250
|
$190 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2021 Q1
|
12/19/2024 |
105
|
$180 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q4
|
12/19/2024 |
115
|
$180 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q3
|
12/19/2024 |
111
|
$160 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q2
|
12/19/2024 |
79
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2020 Q1
|
12/19/2024 |
81
|
$130 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q4
|
12/19/2024 |
64
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q3
|
12/19/2024 |
73
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q2
|
12/19/2024 |
72
|
$150 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2019 Q1
|
12/19/2024 |
69
|
$130 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q4
|
12/19/2024 |
70
|
$110 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q3
|
12/19/2024 |
63
|
$130 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q2
|
12/19/2024 |
75
|
$130 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2018 Q1
|
12/19/2024 |
65
|
$120 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2017 Q4
|
12/19/2024 |
72
|
$120 M
|
| Independent Solutions Wealth Management, LLC |
2020 Q4
|
12/19/2024 |
178
|
$320 M
|
| Independent Solutions Wealth Management, LLC |
2020 Q3
|
12/19/2024 |
159
|
$260 M
|
| Independent Solutions Wealth Management, LLC |
2020 Q2
|
12/19/2024 |
151
|
$230 M
|
| Independent Solutions Wealth Management, LLC |
2020 Q1
|
12/19/2024 |
127
|
$180 M
|
| SYNTAX RESEARCH, INC. |
2024 Q3
|
12/17/2024 |
205
|
$150 M
|
| Catalyst Funds Management Pty Ltd |
2024 Q2
|
12/17/2024 |
1,142
|
$370 M
|
| IMS Capital Management |
2024 Q3
|
12/17/2024 |
143
|
$220 M
|
| Hiley Hunt Wealth Management |
2024 Q3
|
12/17/2024 |
38
|
$170 M
|
| Hiley Hunt Wealth Management |
2024 Q2
|
12/17/2024 |
38
|
$160 M
|
| Hiley Hunt Wealth Management |
2024 Q1
|
12/17/2024 |
36
|
$150 M
|
| Hiley Hunt Wealth Management |
2023 Q4
|
12/17/2024 |
36
|
$140 M
|
| SMART Wealth LLC |
2024 Q3
|
12/16/2024 |
140
|
$260 M
|
| SMART Wealth LLC |
2024 Q2
|
12/16/2024 |
125
|
$250 M
|
| SMART Wealth LLC |
2024 Q1
|
12/16/2024 |
118
|
$220 M
|
| SMART Wealth LLC |
2023 Q4
|
12/16/2024 |
82
|
$180 M
|
| SMART Wealth LLC |
2023 Q3
|
12/16/2024 |
72
|
$130 M
|
| SMART Wealth LLC |
2023 Q2
|
12/16/2024 |
81
|
$130 M
|
| SMART Wealth LLC |
2023 Q1
|
12/16/2024 |
70
|
$110 M
|
| SMART Wealth LLC |
2022 Q4
|
12/16/2024 |
84
|
$130 M
|
| B. Riley Wealth Advisors, Inc. |
2024 Q3
|
12/13/2024 |
1,263
|
$3.6 B
|
| Exome Asset Management LLC |
2024 Q3 - NEW HOLDINGS
|
12/13/2024 |
59
|
$150 M
|
| LORD, ABBETT & CO. LLC |
2024 Q3 - RESTATEMENT
|
12/13/2024 |
778
|
$31 B
|
| Independent Solutions Wealth Management, LLC |
2019 Q4
|
12/13/2024 |
155
|
$230 M
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2024 Q2 - NEW HOLDINGS
|
12/12/2024 |
141
|
$230 M
|
| BRASS TAX WEALTH MANAGEMENT, INC |
2024 Q3
|
12/12/2024 |
162
|
$260 M
|
| Legacy Wealth Management, LLC / MS |
2024 Q3
|
12/12/2024 |
96
|
$270 M
|
| Heritage Wealth Advisors |
2024 Q2 - RESTATEMENT
|
12/12/2024 |
531
|
$2.2 B
|
| Heritage Wealth Advisors |
2024 Q2 - RESTATEMENT
|
12/12/2024 |
531
|
$2.2 B
|
| Heritage Wealth Advisors |
2024 Q1 - RESTATEMENT
|
12/12/2024 |
556
|
$2.2 B
|
| Heritage Wealth Advisors |
2023 Q4 - RESTATEMENT
|
12/12/2024 |
576
|
$2.0 B
|
| Heritage Wealth Advisors |
2023 Q3 - RESTATEMENT
|
12/12/2024 |
536
|
$1.8 B
|
| Heritage Wealth Advisors |
2023 Q2 - RESTATEMENT
|
12/12/2024 |
574
|
$1.9 B
|
| Heritage Wealth Advisors |
2022 Q4 - RESTATEMENT
|
12/12/2024 |
573
|
$1.7 B
|
| Heritage Wealth Advisors |
2022 Q3 - RESTATEMENT
|
12/12/2024 |
542
|
$1.4 B
|
| Legacy Wealth Management, LLC / MS |
2020 Q1
|
12/12/2024 |
93
|
$110 M
|
| Legacy Wealth Management, LLC / MS |
2019 Q4
|
12/12/2024 |
103
|
$110 M
|
| Legacy Wealth Management, LLC / MS |
2020 Q3
|
12/12/2024 |
96
|
$150 M
|
| Legacy Wealth Management, LLC / MS |
2020 Q2
|
12/12/2024 |
96
|
$130 M
|
| Legacy Wealth Management, LLC / MS |
2020 Q4
|
12/12/2024 |
93
|
$160 M
|