| ACT Advisors, LLC. |
2025 Q1
|
4/10/2025, 05:18 PM |
57
|
$184M
|
| Diligent Investors, LLC |
2025 Q1
|
4/10/2025, 05:16 PM |
362
|
$411M
|
| Trinity Wealth Management, LLC |
2025 Q1
|
4/10/2025, 05:16 PM |
53
|
$219M
|
| ECLECTIC ASSOCIATES INC /ADV |
2025 Q1
|
4/10/2025, 05:15 PM |
118
|
$373M
|
| KWB Wealth |
2025 Q1
|
4/10/2025, 05:13 PM |
149
|
$827M
|
| Cypress Wealth Services, LLC |
2025 Q1
|
4/10/2025, 05:12 PM |
284
|
$493M
|
| LMCG INVESTMENTS, LLC |
2025 Q1
|
4/10/2025, 05:12 PM |
228
|
$1.51B
|
| Fluent Financial, LLC |
2025 Q1
|
4/10/2025, 05:11 PM |
59
|
$230M
|
| Wealth Management Partners, LLC |
2025 Q1
|
4/10/2025, 05:10 PM |
114
|
$216M
|
| Maltin Wealth Management, Inc. |
2025 Q1
|
4/10/2025, 05:09 PM |
130
|
$213M
|
| Gilman Hill Asset Management, LLC |
2025 Q1
|
4/10/2025, 05:09 PM |
219
|
$576M
|
| Fermata Advisors, LLC |
2025 Q1
|
4/10/2025, 05:08 PM |
285
|
$553M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2025 Q1
|
4/10/2025, 05:08 PM |
12
|
$117M
|
| Gainplan LLC |
2025 Q1
|
4/10/2025, 05:05 PM |
46
|
$154M
|
| Wealth Group Ltd |
2025 Q1
|
4/10/2025, 05:05 PM |
66
|
$341M
|
| Systrade AG |
2025 Q1
|
4/10/2025, 05:05 PM |
13
|
$71.8M
|
| Breakwater Capital Group |
2025 Q1
|
4/10/2025, 05:03 PM |
326
|
$561M
|
| Retirement Planning Group, LLC |
2025 Q1
|
4/10/2025, 05:03 PM |
296
|
$2.13B
|
| Retireful, LLC |
2025 Q1
|
4/10/2025, 05:02 PM |
92
|
$102M
|
| CHATHAM CAPITAL GROUP, INC. |
2025 Q1
|
4/10/2025, 05:02 PM |
194
|
$599M
|
| Charles Schwab Trust Co |
2025 Q1
|
4/10/2025, 05:01 PM |
166
|
$1.19B
|
| Chesley Taft & Associates LLC |
2025 Q1
|
4/10/2025, 05:01 PM |
330
|
$2.07B
|
| Salvus Wealth Management, LLC |
2025 Q1
|
4/10/2025, 05:00 PM |
121
|
$159M
|
| Thrive Wealth Management, LLC |
2025 Q1
|
4/10/2025, 04:59 PM |
219
|
$523M
|
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2025 Q1
|
4/10/2025, 04:54 PM |
125
|
$522M
|
| AMS Capital Ltda |
2025 Q1
|
4/10/2025, 04:47 PM |
16
|
$243M
|
| St. Clair Advisors, LLC |
2024 Q3
|
4/10/2025, 04:47 PM |
78
|
$352M
|
| St. Clair Advisors, LLC |
2024 Q2
|
4/10/2025, 04:43 PM |
76
|
$313M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q1
|
4/10/2025, 04:40 PM |
1687
|
$595M
|
| St. Clair Advisors, LLC |
2024 Q1
|
4/10/2025, 04:39 PM |
79
|
$308M
|
| Ledgewood Wealth Advisors, LLC |
2024 Q4
|
4/10/2025, 04:36 PM |
69
|
$155M
|
| St. Clair Advisors, LLC |
2023 Q4
|
4/10/2025, 04:35 PM |
79
|
$290M
|
| Steigerwald, Gordon & Koch Inc. |
2025 Q1
|
4/10/2025, 04:34 PM |
118
|
$896M
|
| St. Clair Advisors, LLC |
2023 Q3
|
4/10/2025, 04:30 PM |
79
|
$254M
|
| NAPLES GLOBAL ADVISORS, LLC |
2025 Q1
|
4/10/2025, 04:29 PM |
398
|
$1.05B
|
| Sugar Maple Asset Management, LLC |
2025 Q1
|
4/10/2025, 04:29 PM |
66
|
$127M
|
| LS Investment Advisors, LLC |
2025 Q1
|
4/10/2025, 04:27 PM |
129
|
$650M
|
| St. Clair Advisors, LLC |
2023 Q2
|
4/10/2025, 04:26 PM |
79
|
$257M
|
| L. Roy Papp & Associates, LLP |
2025 Q1
|
4/10/2025, 04:25 PM |
174
|
$815M
|
| Columbia Asset Management |
2025 Q1
|
4/10/2025, 04:24 PM |
178
|
$492M
|
| St. Clair Advisors, LLC |
2023 Q1
|
4/10/2025, 04:22 PM |
78
|
$229M
|
| Grassi Investment Management |
2025 Q1
|
4/10/2025, 04:19 PM |
122
|
$1.08B
|
| St. Clair Advisors, LLC |
2022 Q4
|
4/10/2025, 04:18 PM |
60
|
$159M
|
| St. Clair Advisors, LLC |
2022 Q3
|
4/10/2025, 04:14 PM |
41
|
$125M
|
| HF Advisory Group, LLC |
2025 Q1
|
4/10/2025, 04:10 PM |
160
|
$229M
|
| St. Clair Advisors, LLC |
2022 Q2
|
4/10/2025, 04:10 PM |
42
|
$124M
|
| Bay Rivers Group |
2025 Q1
|
4/10/2025, 04:08 PM |
81
|
$191M
|
| Better Money Decisions, LLC |
2025 Q1
|
4/10/2025, 04:06 PM |
68
|
$150M
|
| St. Clair Advisors, LLC |
2022 Q1
|
4/10/2025, 04:05 PM |
41
|
$147M
|
| BEACON FINANCIAL GROUP |
2025 Q1
|
4/10/2025, 04:03 PM |
334
|
$916M
|
| St. Clair Advisors, LLC |
2021 Q4
|
4/10/2025, 04:00 PM |
50
|
$174M
|
| St. Clair Advisors, LLC |
2021 Q3
|
4/10/2025, 03:56 PM |
50
|
$144M
|
| CHANNEL WEALTH LLC |
2025 Q1
|
4/10/2025, 03:56 PM |
167
|
$322M
|
| McGrath & Associates, Inc. |
2025 Q1
|
4/10/2025, 03:52 PM |
42
|
$54.8M
|
| St. Clair Advisors, LLC |
2021 Q2
|
4/10/2025, 03:51 PM |
41
|
$133M
|
| Warren Street Wealth Advisors, LLC |
2025 Q1
|
4/10/2025, 03:50 PM |
111
|
$255M
|
| Lifestyle Asset Management, Inc. |
2025 Q1
|
4/10/2025, 03:47 PM |
116
|
$182M
|
| St. Clair Advisors, LLC |
2021 Q1
|
4/10/2025, 03:47 PM |
41
|
$125M
|
| Matrix Trust Co |
2025 Q1
|
4/10/2025, 03:46 PM |
254
|
$593M
|
| St. Clair Advisors, LLC |
2020 Q4
|
4/10/2025, 03:37 PM |
43
|
$106M
|
| Clare Market Investments LLC |
2025 Q1
|
4/10/2025, 03:36 PM |
133
|
$379M
|
| FSA Investment Group, LLC |
2025 Q1
|
4/10/2025, 03:34 PM |
23
|
$117M
|
| Johnson & White Wealth Management, LLC |
2025 Q1
|
4/10/2025, 03:32 PM |
98
|
$178M
|
| Secure Asset Management, LLC |
2025 Q1
|
4/10/2025, 03:29 PM |
301
|
$495M
|
| Portside Wealth Group, LLC |
2025 Q1
|
4/10/2025, 03:27 PM |
405
|
$573M
|
| Park Edge Advisors, LLC |
2025 Q1
|
4/10/2025, 03:24 PM |
137
|
$359M
|
| Oak Root LLC |
2025 Q1
|
4/10/2025, 03:19 PM |
14
|
$746M
|
| Benson Investment Management Company, Inc. |
2025 Q1
|
4/10/2025, 03:18 PM |
48
|
$230M
|
| Key Client Fiduciary Advisors, LLC |
2025 Q1
|
4/10/2025, 03:16 PM |
188
|
$217M
|
| Chronos Wealth Management, LLC |
2025 Q1
|
4/10/2025, 03:16 PM |
37
|
$186M
|
| Long Run Wealth Advisors, LLC |
2025 Q1
|
4/10/2025, 03:14 PM |
102
|
$441M
|
| Leverty Financial Group, LLC |
2025 Q1
|
4/10/2025, 03:14 PM |
43
|
$245M
|
| GenWealth Group, Inc. |
2025 Q1
|
4/10/2025, 03:14 PM |
71
|
$454M
|
| Capital Advantage, Inc. |
2025 Q1
|
4/10/2025, 03:12 PM |
135
|
$547M
|
| Brand Asset Management Group, Inc. |
2025 Q1
|
4/10/2025, 03:08 PM |
89
|
$240M
|
| TruWealth Advisors, LLC |
2025 Q1
|
4/10/2025, 03:07 PM |
158
|
$1.66B
|
| Wealth Alliance Advisory Group, LLC |
2025 Q1
|
4/10/2025, 03:05 PM |
196
|
$482M
|
| Veracity Capital LLC |
2025 Q1
|
4/10/2025, 03:03 PM |
222
|
$255M
|
| Granite Bay Wealth Management, LLC |
2025 Q1
|
4/10/2025, 03:02 PM |
72
|
$288M
|
| Teamwork Financial Advisors, LLC |
2025 Q1
|
4/10/2025, 03:00 PM |
155
|
$726M
|
| Platt Investment Counsel, LLC |
2025 Q1
|
4/10/2025, 02:54 PM |
10
|
$101M
|
| Sendero Wealth Management, LLC |
2025 Q1
|
4/10/2025, 02:49 PM |
186
|
$721M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q1
|
4/10/2025, 02:43 PM |
64
|
$299M
|
| Freedom Financial Partners LLC |
2025 Q1
|
4/10/2025, 02:35 PM |
76
|
$215M
|
| IFS Advisors, LLC |
2025 Q1
|
4/10/2025, 02:29 PM |
199
|
$123M
|
| NIXON PEABODY TRUST CO |
2025 Q1
|
4/10/2025, 02:21 PM |
153
|
$1.18B
|
| FIRETHORN WEALTH PARTNERS, LLC |
2025 Q1
|
4/10/2025, 02:17 PM |
171
|
$210M
|
| Financial Management Professionals, Inc. |
2025 Q1
|
4/10/2025, 02:16 PM |
992
|
$783M
|
| Northside Capital Management, LLC |
2025 Q1
|
4/10/2025, 02:00 PM |
129
|
$616M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q1
|
4/10/2025, 01:46 PM |
33
|
$103M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q2
|
4/10/2025, 01:43 PM |
40
|
$118M
|
| Alpha Wealth Funds, LLC |
2025 Q1
|
4/10/2025, 01:42 PM |
37
|
$92.1M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q3
|
4/10/2025, 01:40 PM |
34
|
$106M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q4
|
4/10/2025, 01:37 PM |
35
|
$114M
|
| Benin Management CORP |
2025 Q1
|
4/10/2025, 01:37 PM |
127
|
$351M
|
| ARRIEN INVESTMENTS, INC. |
2024 Q1
|
4/10/2025, 01:30 PM |
41
|
$127M
|
| ARRIEN INVESTMENTS, INC. |
2024 Q2
|
4/10/2025, 01:27 PM |
39
|
$128M
|
| SMI Advisory Services, LLC |
2025 Q1
|
4/10/2025, 01:23 PM |
43
|
$442M
|
| ARRIEN INVESTMENTS, INC. |
2024 Q3
|
4/10/2025, 01:23 PM |
37
|
$139M
|
| FLOYD FINANCIAL GROUP LLC |
2025 Q1
|
4/10/2025, 01:18 PM |
55
|
$111M
|