| St. Clair Advisors, LLC |
2023 Q2
|
4/10/2025 |
79
|
$260 M
|
| L. Roy Papp & Associates, LLP |
2025 Q1
|
4/10/2025 |
174
|
$820 M
|
| Columbia Asset Management |
2025 Q1
|
4/10/2025 |
232
|
$510 M
|
| St. Clair Advisors, LLC |
2023 Q1
|
4/10/2025 |
78
|
$230 M
|
| Grassi Investment Management |
2025 Q1
|
4/10/2025 |
122
|
$1.1 B
|
| St. Clair Advisors, LLC |
2022 Q4
|
4/10/2025 |
60
|
$160 M
|
| St. Clair Advisors, LLC |
2022 Q3
|
4/10/2025 |
41
|
$130 M
|
| HF Advisory Group, LLC |
2025 Q1
|
4/10/2025 |
160
|
$230 M
|
| St. Clair Advisors, LLC |
2022 Q2
|
4/10/2025 |
42
|
$120 M
|
| Bay Rivers Group |
2025 Q1
|
4/10/2025 |
81
|
$190 M
|
| Better Money Decisions, LLC |
2025 Q1
|
4/10/2025 |
68
|
$150 M
|
| St. Clair Advisors, LLC |
2022 Q1
|
4/10/2025 |
41
|
$150 M
|
| BEACON FINANCIAL GROUP |
2025 Q1
|
4/10/2025 |
334
|
$920 M
|
| St. Clair Advisors, LLC |
2021 Q4
|
4/10/2025 |
50
|
$170 M
|
| CHANNEL WEALTH LLC |
2025 Q1
|
4/10/2025 |
167
|
$320 M
|
| St. Clair Advisors, LLC |
2021 Q3
|
4/10/2025 |
50
|
$140 M
|
| St. Clair Advisors, LLC |
2021 Q2
|
4/10/2025 |
41
|
$130 M
|
| McGrath & Associates, Inc. |
2025 Q1
|
4/10/2025 |
42
|
$55 M
|
| Warren Street Wealth Advisors, LLC |
2025 Q1
|
4/10/2025 |
112
|
$260 M
|
| Lifestyle Asset Management, Inc. |
2025 Q1
|
4/10/2025 |
116
|
$180 M
|
| Matrix Trust Co |
2025 Q1
|
4/10/2025 |
255
|
$590 M
|
| St. Clair Advisors, LLC |
2021 Q1
|
4/10/2025 |
41
|
$120 M
|
| St. Clair Advisors, LLC |
2020 Q4
|
4/10/2025 |
43
|
$110 M
|
| Clare Market Investments LLC |
2025 Q1
|
4/10/2025 |
133
|
$380 M
|
| FSA Investment Group, LLC |
2025 Q1
|
4/10/2025 |
23
|
$120 M
|
| Johnson & White Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
98
|
$180 M
|
| Secure Asset Management, LLC |
2025 Q1
|
4/10/2025 |
310
|
$500 M
|
| Portside Wealth Group, LLC |
2025 Q1
|
4/10/2025 |
468
|
$600 M
|
| Park Edge Advisors, LLC |
2025 Q1
|
4/10/2025 |
137
|
$360 M
|
| Oak Root LLC |
2025 Q1
|
4/10/2025 |
14
|
$750 M
|
| Benson Investment Management Company, Inc. |
2025 Q1
|
4/10/2025 |
48
|
$230 M
|
| Key Client Fiduciary Advisors, LLC |
2025 Q1
|
4/10/2025 |
193
|
$220 M
|
| Chronos Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
37
|
$190 M
|
| Long Run Wealth Advisors, LLC |
2025 Q1
|
4/10/2025 |
102
|
$440 M
|
| Leverty Financial Group, LLC |
2025 Q1
|
4/10/2025 |
43
|
$240 M
|
| GenWealth Group, Inc. |
2025 Q1
|
4/10/2025 |
71
|
$450 M
|
| Capital Advantage, Inc. |
2025 Q1
|
4/10/2025 |
135
|
$550 M
|
| Brand Asset Management Group, Inc. |
2025 Q1
|
4/10/2025 |
89
|
$240 M
|
| TruWealth Advisors, LLC |
2025 Q1
|
4/10/2025 |
158
|
$1.7 B
|
| Wealth Alliance Advisory Group, LLC |
2025 Q1
|
4/10/2025 |
196
|
$480 M
|
| Veracity Capital LLC |
2025 Q1
|
4/10/2025 |
226
|
$260 M
|
| Granite Bay Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
72
|
$290 M
|
| Teamwork Financial Advisors, LLC |
2025 Q1
|
4/10/2025 |
173
|
$750 M
|
| Platt Investment Counsel, LLC |
2025 Q1
|
4/10/2025 |
10
|
$100 M
|
| Sendero Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
278
|
$720 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q1
|
4/10/2025 |
64
|
$300 M
|
| Freedom Financial Partners LLC |
2025 Q1
|
4/10/2025 |
76
|
$210 M
|
| IFS Advisors, LLC |
2025 Q1
|
4/10/2025 |
199
|
$120 M
|
| NIXON PEABODY TRUST CO |
2025 Q1
|
4/10/2025 |
153
|
$1.2 B
|
| FIRETHORN WEALTH PARTNERS, LLC |
2025 Q1
|
4/10/2025 |
172
|
$210 M
|
| Financial Management Professionals, Inc. |
2025 Q1
|
4/10/2025 |
996
|
$780 M
|
| Northside Capital Management, LLC |
2025 Q1
|
4/10/2025 |
129
|
$620 M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q1
|
4/10/2025 |
33
|
$100 M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q2
|
4/10/2025 |
40
|
$120 M
|
| Alpha Wealth Funds, LLC |
2025 Q1
|
4/10/2025 |
38
|
$99 M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q3
|
4/10/2025 |
34
|
$110 M
|
| ARRIEN INVESTMENTS, INC. |
2023 Q4
|
4/10/2025 |
35
|
$110 M
|
| Benin Management CORP |
2025 Q1
|
4/10/2025 |
127
|
$350 M
|
| ARRIEN INVESTMENTS, INC. |
2024 Q1
|
4/10/2025 |
41
|
$130 M
|
| ARRIEN INVESTMENTS, INC. |
2024 Q2
|
4/10/2025 |
39
|
$130 M
|
| ARRIEN INVESTMENTS, INC. |
2024 Q3
|
4/10/2025 |
37
|
$140 M
|
| SMI Advisory Services, LLC |
2025 Q1
|
4/10/2025 |
55
|
$440 M
|
| FLOYD FINANCIAL GROUP LLC |
2025 Q1
|
4/10/2025 |
55
|
$110 M
|
| ARRIEN INVESTMENTS, INC. |
2025 Q1
|
4/10/2025 |
33
|
$140 M
|
| CATHY PARETO & ASSOCIATES, INC |
2025 Q1
|
4/10/2025 |
82
|
$110 M
|
| Quadratic Capital Management LLC |
2025 Q1
|
4/10/2025 |
2
|
$390 M
|
| Richard P Slaughter Associates Inc |
2025 Q1
|
4/10/2025 |
127
|
$430 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/10/2025 |
157
|
$220 M
|
| BRAVE ASSET MANAGEMENT INC |
2025 Q1
|
4/10/2025 |
167
|
$320 M
|
| Lakeshore Capital Group, Inc. |
2025 Q1
|
4/10/2025 |
75
|
$100 M
|
| Greenfield Savings Bank |
2025 Q1
|
4/10/2025 |
145
|
$200 M
|
| STRATEGIC PLANNING GROUP, LLC |
2025 Q1
|
4/10/2025 |
79
|
$510 M
|
| WATERSHED PRIVATE WEALTH LLC |
2025 Q1
|
4/10/2025 |
111
|
$250 M
|
| SS&H Financial Advisors, Inc. |
2025 Q1
|
4/10/2025 |
122
|
$270 M
|
| CPR Investments Inc. |
2025 Q1
|
4/10/2025 |
37
|
$110 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2025 Q1
|
4/10/2025 |
373
|
$470 M
|
| Accel Wealth Management |
2025 Q1
|
4/10/2025 |
256
|
$280 M
|
| PEAK FINANCIAL ADVISORS LLC |
2025 Q1
|
4/10/2025 |
72
|
$200 M
|
| TrueWealth Advisors, LLC |
2025 Q1
|
4/10/2025 |
208
|
$300 M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q1
|
4/10/2025 |
30
|
$130 M
|
| Amplius Wealth Advisors, LLC |
2025 Q1
|
4/10/2025 |
183
|
$960 M
|
| Apella Capital, LLC |
2025 Q1
|
4/10/2025 |
388
|
$2.9 B
|
| Level Financial Advisors |
2025 Q1
|
4/10/2025 |
85
|
$290 M
|
| Myriad Asset Management US LP |
2025 Q1
|
4/10/2025 |
22
|
$240 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2025 Q1
|
4/10/2025 |
71
|
$450 M
|
| VIKING FUND MANAGEMENT LLC |
2025 Q1
|
4/10/2025 |
140
|
$690 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2025 Q1
|
4/10/2025 |
153
|
$6.9 B
|
| Clarus Wealth Advisors |
2025 Q1
|
4/10/2025 |
88
|
$190 M
|
| Horizons Wealth Management |
2025 Q1
|
4/10/2025 |
180
|
$130 M
|
| DBK Financial Counsel, LLC |
2025 Q1
|
4/10/2025 |
50
|
$100 M
|
| Triangle Securities Wealth Management |
2025 Q1
|
4/10/2025 |
201
|
$390 M
|
| Snow Phipps Group, LLC |
2025 Q1
|
4/10/2025 |
2
|
$290 M
|
| Hennion & Walsh Asset Management, Inc. |
2025 Q1
|
4/10/2025 |
870
|
$2.2 B
|
| Heritage Family Offices, LLP |
2025 Q1
|
4/10/2025 |
177
|
$200 M
|
| Bridge Creek Capital Management LLC |
2025 Q1
|
4/10/2025 |
105
|
$320 M
|
| Addis & Hill, Inc |
2025 Q1
|
4/10/2025 |
28
|
$140 M
|
| HAMILTON LANE ADVISORS LLC |
2025 Q1
|
4/10/2025 |
14
|
$120 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/10/2025 |
49
|
$140 M
|
| Bremer Bank National Association |
2025 Q1
|
4/10/2025 |
312
|
$560 M
|
| Silverberg Bernstein Capital Management LLC |
2025 Q1
|
4/10/2025 |
62
|
$110 M
|