| Gleason Group, Inc. |
2025 Q1
|
4/11/2025 |
190
|
$550 M
|
| Lake Hills Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
43
|
$140 M
|
| GODSEY & GIBB, INC |
2025 Q1
|
4/11/2025 |
390
|
$1.0 B
|
| WealthBridge Investment Counsel Inc. |
2025 Q1
|
4/11/2025 |
47
|
$270 M
|
| Persium Advisors, LLC |
2025 Q1
|
4/11/2025 |
57
|
$110 M
|
| Holland Advisory Services, Inc. |
2025 Q1
|
4/11/2025 |
43
|
$66 M
|
| Joule Financial, LLC |
2025 Q1
|
4/11/2025 |
103
|
$280 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2025 Q1
|
4/11/2025 |
69
|
$130 M
|
| Compton Financial Group, LLC |
2025 Q1
|
4/11/2025 |
48
|
$350 M
|
| Sulzberger Capital Advisors, Inc. |
2025 Q1
|
4/11/2025 |
48
|
$76 M
|
| Towneley Capital Management, Inc / DE |
2025 Q1
|
4/11/2025 |
44
|
$430 M
|
| Reliant Investment Management, LLC |
2025 Q1
|
4/11/2025 |
58
|
$190 M
|
| Strategent Financial, LLC |
2025 Q1
|
4/11/2025 |
33
|
$110 M
|
| AAFMAA Wealth Management & Trust LLC |
2025 Q1
|
4/11/2025 |
114
|
$220 M
|
| Princeton Global Asset Management LLC |
2025 Q1
|
4/11/2025 |
599
|
$500 M
|
| Intergy Private Wealth, LLC |
2025 Q1
|
4/11/2025 |
94
|
$260 M
|
| Hoese & Co LLP |
2025 Q1
|
4/11/2025 |
177
|
$120 M
|
| Barton Investment Management |
2025 Q1
|
4/11/2025 |
46
|
$810 M
|
| Cooper Capital Advisors LLC |
2024 Q4
|
4/11/2025 |
35
|
$96 M
|
| Fiduciary Planning LLC |
2025 Q1
|
4/11/2025 |
75
|
$300 M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2025 Q1
|
4/11/2025 |
18
|
$190 M
|
| Pine Haven Investment Counsel, Inc |
2025 Q1
|
4/11/2025 |
113
|
$120 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2025 Q1
|
4/11/2025 |
504
|
$8.7 B
|
| GGM Financials LLC |
2025 Q1
|
4/11/2025 |
61
|
$150 M
|
| LPF Advisors LLC |
2025 Q1
|
4/11/2025 |
34
|
$120 M
|
| DKM Wealth Management, Inc. |
2025 Q1
|
4/11/2025 |
49
|
$92 M
|
| Vanguard Capital Wealth Advisors |
2025 Q1
|
4/11/2025 |
113
|
$82 M
|
| OLIO Financial Planning |
2025 Q1
|
4/11/2025 |
59
|
$290 M
|
| Seneca House Advisors |
2025 Q1
|
4/11/2025 |
87
|
$230 M
|
| Successful Portfolios LLC |
2025 Q1
|
4/11/2025 |
158
|
$150 M
|
| Independence Bank of Kentucky |
2025 Q1
|
4/11/2025 |
613
|
$640 M
|
| Stokes Capital Advisors, LLC |
2025 Q1
|
4/11/2025 |
73
|
$390 M
|
| Blue Zone Wealth Advisors, LLC |
2025 Q1
|
4/11/2025 |
106
|
$360 M
|
| Harrington Investments, INC |
2025 Q1
|
4/11/2025 |
82
|
$180 M
|
| KFG WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/11/2025 |
189
|
$550 M
|
| D. SCOTT NEAL, INC. |
2025 Q1
|
4/11/2025 |
61
|
$180 M
|
| Alliance Wealth Advisors, LLC |
2025 Q1
|
4/11/2025 |
141
|
$180 M
|
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV |
2025 Q1
|
4/11/2025 |
169
|
$840 M
|
| EPIQ PARTNERS, LLC |
2025 Q1
|
4/11/2025 |
75
|
$190 M
|
| Sara-Bay Financial |
2025 Q1
|
4/11/2025 |
76
|
$230 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q1
|
4/11/2025 |
127
|
$220 M
|
| Gridiron Partners, LLC |
2025 Q1
|
4/11/2025 |
63
|
$160 M
|
| Kagan Cocozza Asset Management |
2024 Q4
|
4/11/2025 |
63
|
$120 M
|
| City State Bank |
2025 Q1
|
4/11/2025 |
752
|
$300 M
|
| First Affirmative Financial Network |
2025 Q1
|
4/11/2025 |
269
|
$160 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2025 Q1
|
4/11/2025 |
135
|
$330 M
|
| CONGRESS ASSET MANAGEMENT CO |
2025 Q1
|
4/11/2025 |
365
|
$13 B
|
| Ridgeline Wealth, LLC |
2025 Q1
|
4/11/2025 |
54
|
$120 M
|
| Radnor Capital Management, LLC |
2025 Q1
|
4/11/2025 |
317
|
$600 M
|
| Cranbrook Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
425
|
$430 M
|
| REINHART PARTNERS, LLC. |
2025 Q1
|
4/11/2025 |
77
|
$2.7 B
|
| Verum Partners LLC |
2025 Q1
|
4/11/2025 |
160
|
$370 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2025 Q1
|
4/11/2025 |
28
|
$150 M
|
| Pines Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
198
|
$220 M
|
| Tide Cove Capital Partners LLC |
2025 Q1
|
4/11/2025 |
11
|
$110 M
|
| Pitti Group Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
73
|
$97 M
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q1
|
4/11/2025 |
48
|
$150 M
|
| Sovereign Financial Group, Inc. |
2025 Q1
|
4/11/2025 |
286
|
$430 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2025 Q1
|
4/11/2025 |
160
|
$580 M
|
| EHRLICH FINANCIAL GROUP |
2025 Q1
|
4/11/2025 |
102
|
$140 M
|
| Snider Financial Group |
2025 Q1
|
4/11/2025 |
110
|
$310 M
|
| IAM Advisory, LLC |
2025 Q1
|
4/11/2025 |
100
|
$390 M
|
| Summit Investment Advisory Services, LLC |
2025 Q1
|
4/11/2025 |
68
|
$200 M
|
| SeaCrest Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
657
|
$880 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2025 Q1
|
4/11/2025 |
59
|
$130 M
|
| Arkfeld Wealth Strategies, L.L.C. |
2025 Q1
|
4/11/2025 |
98
|
$230 M
|
| BURKETT FINANCIAL SERVICES, LLC |
2025 Q1
|
4/11/2025 |
256
|
$250 M
|
| Sandbox Financial Partners, LLC |
2025 Q1
|
4/11/2025 |
109
|
$280 M
|
| McNamara Financial Services, Inc. |
2025 Q1
|
4/11/2025 |
89
|
$460 M
|
| Prospect Financial Services LLC |
2025 Q1
|
4/11/2025 |
112
|
$180 M
|
| MKT Advisors LLC |
2025 Q1
|
4/11/2025 |
141
|
$210 M
|
| Procyon Advisors, LLC |
2025 Q1
|
4/11/2025 |
595
|
$1.7 B
|
| Davis Capital Management |
2025 Q1
|
4/11/2025 |
317
|
$130 M
|
| Permanent Capital Management, LP |
2025 Q1
|
4/11/2025 |
79
|
$350 M
|
| Oxinas Partners Wealth Management LLC |
2025 Q1
|
4/11/2025 |
121
|
$170 M
|
| AGH Wealth Advisors, LLC |
2025 Q1
|
4/11/2025 |
184
|
$100 M
|
| UNIQUE WEALTH, LLC |
2025 Q1
|
4/11/2025 |
152
|
$530 M
|
| Melone Private Wealth, LLC |
2025 Q1
|
4/11/2025 |
48
|
$190 M
|
| Next Level Private LLC |
2025 Q1
|
4/11/2025 |
140
|
$270 M
|
| Magnus Financial Group LLC |
2025 Q1
|
4/11/2025 |
366
|
$1.0 B
|
| LifeGuide Financial Advisors, LLC |
2025 Q1
|
4/11/2025 |
40
|
$250 M
|
| Safir Wealth Advisors, LLC |
2025 Q1
|
4/11/2025 |
16
|
$130 M
|
| Kapstone Financial Advisors LLC |
2025 Q1
|
4/11/2025 |
112
|
$180 M
|
| Impact Capital Partners LLC |
2025 Q1
|
4/11/2025 |
256
|
$280 M
|
| Intellectus Partners, LLC |
2025 Q1
|
4/11/2025 |
273
|
$410 M
|
| Stablepoint Partners, LLC |
2025 Q1
|
4/11/2025 |
242
|
$550 M
|
| A. D. Beadell Investment Counsel, Inc. |
2025 Q1
|
4/11/2025 |
85
|
$120 M
|
| Disciplined Investments, LLC |
2025 Q1
|
4/11/2025 |
126
|
$220 M
|
| StoneCrest Wealth Management, Inc. |
2025 Q1
|
4/11/2025 |
66
|
$160 M
|
| Horizon Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
104
|
$590 M
|
| Tower Wealth Partners, Inc. |
2025 Q1
|
4/11/2025 |
76
|
$190 M
|
| FORTRESS FINANCIAL GROUP, LLC |
2025 Q1
|
4/11/2025 |
69
|
$100 M
|
| Constitution Capital LLC |
2025 Q1
|
4/11/2025 |
60
|
$180 M
|
| FIRST NATIONAL CORP /MA/ /ADV |
2025 Q1
|
4/11/2025 |
160
|
$450 M
|
| EVEXIA WEALTH LLC |
2025 Q1
|
4/11/2025 |
74
|
$280 M
|
| Chemistry Wealth Management LLC |
2025 Q1
|
4/11/2025 |
185
|
$430 M
|
| Elk River Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
93
|
$530 M
|
| DHK Financial Advisors, Inc. |
2025 Q1
|
4/11/2025 |
90
|
$180 M
|
| CONSILIO WEALTH ADVISORS, LLC |
2025 Q1
|
4/11/2025 |
72
|
$240 M
|
| CORA CAPITAL ADVISORS LLC |
2025 Q1
|
4/11/2025 |
107
|
$210 M
|