| Charter Oak Capital Management, LLC |
2025 Q1
|
4/14/2025, 10:42 AM |
193
|
$1.09B
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q1
|
4/14/2025, 10:39 AM |
113
|
$357M
|
| Wedmont Private Capital |
2025 Q1
|
4/14/2025, 10:35 AM |
699
|
$1.95B
|
| UMB Bank, n.a. |
2025 Q1
|
4/14/2025, 10:35 AM |
2105
|
$6.07B
|
| Arbor Wealth Advisors LLC |
2025 Q1
|
4/14/2025, 10:28 AM |
48
|
$112M
|
| Wynn Capital, LLC |
2025 Q1
|
4/14/2025, 10:26 AM |
108
|
$168M
|
| Griffith & Werner, Inc. |
2025 Q1
|
4/14/2025, 10:22 AM |
67
|
$161M
|
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q1
|
4/14/2025, 10:20 AM |
284
|
$1.2B
|
| Dentgroup LLC |
2025 Q1
|
4/14/2025, 10:18 AM |
83
|
$133M
|
| City Center Advisors, LLC |
2025 Q1
|
4/14/2025, 10:18 AM |
151
|
$85.6M
|
| Wealthcare Capital Partners, LLC |
2025 Q1
|
4/14/2025, 10:14 AM |
128
|
$194M
|
| Barden Capital Management, Inc. |
2025 Q1
|
4/14/2025, 10:12 AM |
60
|
$112M
|
| Bank of New Hampshire |
2025 Q1
|
4/14/2025, 10:12 AM |
455
|
$382M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2025 Q1
|
4/14/2025, 10:11 AM |
109
|
$124M
|
| MOULTON WEALTH MANAGEMENT, INC |
2025 Q1
|
4/14/2025, 10:09 AM |
34
|
$131M
|
| BEACH INVESTMENT COUNSEL INC/PA |
2025 Q1
|
4/14/2025, 10:07 AM |
117
|
$679M
|
| Yarbrough Capital, LLC |
2025 Q1
|
4/14/2025, 10:04 AM |
196
|
$2.33B
|
| Mercuria Capital Strategies, LLC |
2025 Q1
|
4/14/2025, 10:03 AM |
6
|
$82.6M
|
| LPWM LLC |
2025 Q1
|
4/14/2025, 10:03 AM |
84
|
$310M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q1
|
4/14/2025, 10:01 AM |
91
|
$98.3M
|
| ARS Wealth Advisors Group, LLC |
2025 Q1
|
4/14/2025, 10:01 AM |
160
|
$707M
|
| Perennial Advisors, LLC |
2025 Q1
|
4/14/2025, 09:58 AM |
113
|
$501M
|
| SENTINEL PENSION ADVISORS INC. |
2025 Q1
|
4/14/2025, 09:48 AM |
111
|
$543M
|
| Clean Yield Group |
2025 Q1
|
4/14/2025, 09:41 AM |
444
|
$307M
|
| FFG RETIREMENT ADVISORS LLC |
2025 Q1
|
4/14/2025, 09:35 AM |
43
|
$147M
|
| EAGLE WEALTH STRATEGIES LLC |
2025 Q1
|
4/14/2025, 09:34 AM |
97
|
$163M
|
| BOURNE LENT ASSET MANAGEMENT INC |
2025 Q1
|
4/14/2025, 09:31 AM |
61
|
$233M
|
| Buttonwood Financial Group, LLC |
2025 Q1
|
4/14/2025, 09:21 AM |
28
|
$171M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q1
|
4/14/2025, 09:02 AM |
129
|
$420M
|
| Regent Peak Wealth Advisors LLC |
2025 Q1
|
4/14/2025, 08:58 AM |
177
|
$421M
|
| LexAurum Advisors, LLC |
2025 Q1
|
4/14/2025, 08:48 AM |
346
|
$522M
|
| ONE Advisory Partners, LLC |
2025 Q1
|
4/14/2025, 08:28 AM |
48
|
$234M
|
| Stillwater Wealth Management Group |
2024 Q4
|
4/14/2025, 07:25 AM |
68
|
$111M
|
| WealthNavi Inc. |
2025 Q1
|
4/14/2025, 06:35 AM |
10
|
$8.99B
|
| TB Alternative Assets Ltd. |
2025 Q1
|
4/14/2025, 06:16 AM |
44
|
$430M
|
| WIT Partners Advisory Pte. Ltd. |
2025 Q1
|
4/14/2025, 06:15 AM |
1
|
$303M
|
| MENLO ADVISORS LLC |
2025 Q1
|
4/11/2025, 07:05 PM |
27
|
$210M
|
| Sivia Capital Partners, LLC |
2025 Q1
|
4/11/2025, 06:48 PM |
291
|
$214M
|
| R.H. Dinel Investment Counsel, Inc. |
2025 Q1
|
4/11/2025, 06:44 PM |
42
|
$147M
|
| Gemmer Asset Management LLC |
2025 Q1
|
4/11/2025, 06:27 PM |
156
|
$1B
|
| Sunflower Bank, N.A. |
2025 Q1
|
4/11/2025, 05:36 PM |
128
|
$357M
|
| Perkins Coie Trust Co |
2025 Q1
|
4/11/2025, 05:05 PM |
494
|
$441M
|
| First City Capital Management, Inc. |
2025 Q1
|
4/11/2025, 04:36 PM |
147
|
$167M
|
| Piscataqua Savings Bank |
2025 Q1
|
4/11/2025, 04:33 PM |
337
|
$113M
|
| Private Advisory Group LLC |
2024 Q4 - Restatement
|
4/11/2025, 04:30 PM |
212
|
$893M
|
| Renaissance Capital LLC |
2025 Q1
|
4/11/2025, 04:11 PM |
28
|
$130M
|
| Principia Wealth Advisory, LLC |
2025 Q1
|
4/11/2025, 05:25 PM |
852
|
$104M
|
| Principia Wealth Advisory, LLC |
2024 Q4
|
4/11/2025, 05:25 PM |
774
|
$106M
|
| CLG LLC |
2024 Q4
|
4/11/2025, 04:08 PM |
117
|
$280M
|
| CMC Financial Group |
2025 Q1
|
4/11/2025, 04:54 PM |
32
|
$44.2M
|
| ROB Exploration LLC |
2025 Q1
|
4/11/2025, 04:47 PM |
1
|
$13.6M
|
| CISCO SYSTEMS, INC. |
2025 Q1
|
4/11/2025, 04:12 PM |
2
|
$244M
|
| Gleason Group, Inc. |
2025 Q1
|
4/11/2025, 03:52 PM |
190
|
$554M
|
| Lake Hills Wealth Management, LLC |
2025 Q1
|
4/11/2025, 03:47 PM |
42
|
$145M
|
| GODSEY & GIBB, INC |
2025 Q1
|
4/11/2025, 03:40 PM |
389
|
$1.02B
|
| WealthBridge Investment Counsel Inc. |
2025 Q1
|
4/11/2025, 03:38 PM |
47
|
$275M
|
| Persium Advisors, LLC |
2025 Q1
|
4/11/2025, 03:31 PM |
57
|
$105M
|
| Holland Advisory Services, Inc. |
2025 Q1
|
4/11/2025, 03:14 PM |
43
|
$65.9M
|
| Joule Financial, LLC |
2025 Q1
|
4/11/2025, 03:10 PM |
103
|
$285M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2025 Q1
|
4/11/2025, 03:08 PM |
69
|
$128M
|
| Compton Financial Group, LLC |
2025 Q1
|
4/11/2025, 03:07 PM |
48
|
$347M
|
| Sulzberger Capital Advisors, Inc. |
2025 Q1
|
4/11/2025, 03:03 PM |
48
|
$76.1M
|
| Towneley Capital Management, Inc / DE |
2025 Q1
|
4/11/2025, 02:57 PM |
44
|
$427M
|
| Reliant Investment Management, LLC |
2025 Q1
|
4/11/2025, 02:52 PM |
58
|
$193M
|
| AAFMAA Wealth Management & Trust LLC |
2025 Q1
|
4/11/2025, 02:43 PM |
77
|
$220M
|
| Strategent Financial, LLC |
2025 Q1
|
4/11/2025, 02:43 PM |
33
|
$110M
|
| Princeton Global Asset Management LLC |
2025 Q1
|
4/11/2025, 02:26 PM |
598
|
$504M
|
| Intergy Private Wealth, LLC |
2025 Q1
|
4/11/2025, 02:19 PM |
94
|
$263M
|
| Hoese & Co LLP |
2025 Q1
|
4/11/2025, 02:16 PM |
153
|
$115M
|
| Barton Investment Management |
2025 Q1
|
4/11/2025, 02:12 PM |
46
|
$814M
|
| Cooper Capital Advisors LLC |
2024 Q4
|
4/11/2025, 02:05 PM |
35
|
$96.4M
|
| Fiduciary Planning LLC |
2025 Q1
|
4/11/2025, 02:01 PM |
75
|
$304M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2025 Q1
|
4/11/2025, 01:51 PM |
18
|
$191M
|
| Pine Haven Investment Counsel, Inc |
2025 Q1
|
4/11/2025, 01:50 PM |
113
|
$119M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2025 Q1
|
4/11/2025, 01:50 PM |
504
|
$8.71B
|
| GGM Financials LLC |
2025 Q1
|
4/11/2025, 01:50 PM |
61
|
$146M
|
| LPF Advisors LLC |
2025 Q1
|
4/11/2025, 01:49 PM |
34
|
$122M
|
| DKM Wealth Management, Inc. |
2025 Q1
|
4/11/2025, 01:49 PM |
49
|
$91.6M
|
| Vanguard Capital Wealth Advisors |
2025 Q1
|
4/11/2025, 01:47 PM |
113
|
$81.8M
|
| OLIO Financial Planning |
2025 Q1
|
4/11/2025, 01:44 PM |
59
|
$289M
|
| Successful Portfolios LLC |
2025 Q1
|
4/11/2025, 01:44 PM |
158
|
$147M
|
| Seneca House Advisors |
2025 Q1
|
4/11/2025, 01:43 PM |
85
|
$235M
|
| Stokes Capital Advisors, LLC |
2025 Q1
|
4/11/2025, 01:43 PM |
73
|
$393M
|
| Blue Zone Wealth Advisors, LLC |
2025 Q1
|
4/11/2025, 01:43 PM |
106
|
$360M
|
| Independence Bank of Kentucky |
2025 Q1
|
4/11/2025, 01:43 PM |
613
|
$640M
|
| Harrington Investments, INC |
2025 Q1
|
4/11/2025, 01:12 PM |
82
|
$176M
|
| KFG WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/11/2025, 01:10 PM |
189
|
$550M
|
| D. SCOTT NEAL, INC. |
2025 Q1
|
4/11/2025, 01:02 PM |
54
|
$180M
|
| Alliance Wealth Advisors, LLC |
2025 Q1
|
4/11/2025, 12:51 PM |
136
|
$170M
|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV |
2025 Q1
|
4/11/2025, 12:48 PM |
169
|
$837M
|
| EPIQ PARTNERS, LLC |
2025 Q1
|
4/11/2025, 12:48 PM |
75
|
$190M
|
| Sara-Bay Financial |
2025 Q1
|
4/11/2025, 12:27 PM |
76
|
$226M
|
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q1
|
4/11/2025, 12:26 PM |
127
|
$216M
|
| Gridiron Partners, LLC |
2025 Q1
|
4/11/2025, 12:11 PM |
63
|
$156M
|
| Kagan Cocozza Asset Management |
2024 Q4
|
4/11/2025, 11:58 AM |
63
|
$120M
|
| City State Bank |
2025 Q1
|
4/11/2025, 11:48 AM |
752
|
$303M
|
| First Affirmative Financial Network |
2025 Q1
|
4/11/2025, 11:37 AM |
269
|
$163M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2025 Q1
|
4/11/2025, 11:29 AM |
95
|
$327M
|
| CONGRESS ASSET MANAGEMENT CO /MA |
2025 Q1
|
4/11/2025, 11:27 AM |
365
|
$13.4B
|
| Ridgeline Wealth, LLC |
2025 Q1
|
4/11/2025, 11:18 AM |
54
|
$118M
|