| 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
|
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q1
|
4/11/2025 |
95
|
$540 M
|
| HERBST GROUP, LLC |
2025 Q1
|
4/11/2025 |
53
|
$140 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2025 Q1
|
4/11/2025 |
102
|
$1.2 B
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q1
|
4/11/2025 |
71
|
$140 M
|
| Pinnacle Wealth Management Group, Inc. |
2025 Q1
|
4/11/2025 |
105
|
$140 M
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q1
|
4/11/2025 |
101
|
$320 M
|
| Northwest Financial Advisors |
2025 Q1
|
4/11/2025 |
119
|
$120 M
|
| Hudson Capital Management LLC |
2025 Q1
|
4/11/2025 |
65
|
$330 M
|
| 626 Financial, LLC |
2025 Q1
|
4/11/2025 |
106
|
$190 M
|
| Choice Wealth Advisors, LLC |
2025 Q1
|
4/11/2025 |
29
|
$190 M
|
| Ridgemont Partners Management, LLC |
2025 Q1
|
4/11/2025 |
1
|
$38 M
|
| Medicxi Ventures Management (Jersey) Ltd |
2025 Q1
|
4/11/2025 |
5
|
$440 M
|
| Fischer Financial Services, Inc. |
2024 Q4
|
4/11/2025 |
64
|
$320 M
|
| Insight Advisors, LLC/ PA |
2025 Q1
|
4/11/2025 |
282
|
$570 M
|
| KRS Capital Management, LLC |
2025 Q1
|
4/11/2025 |
101
|
$130 M
|
| Atwater Malick LLC |
2025 Q1
|
4/11/2025 |
78
|
$300 M
|
| NIPPON LIFE INSURANCE CO |
2025 Q1
|
4/11/2025 |
4
|
$6.3 M
|
| Aquamarine Zurich AG |
2025 Q1
|
4/11/2025 |
14
|
$290 M
|
| Curat Global, LLC |
2025 Q1
|
4/11/2025 |
306
|
$82 M
|
| Generali Investments, Management Co LLC |
2025 Q1
|
4/11/2025 |
140
|
$350 M
|
| E. Ohman J:or Asset Management AB |
2025 Q1
|
4/11/2025 |
414
|
$3.8 B
|
| CALEDONIA INVESTMENTS PLC |
2025 Q1
|
4/11/2025 |
14
|
$860 M
|
| Enclave Advisors LLC |
2025 Q1
|
4/10/2025 |
112
|
$590 M
|
| ACT WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/10/2025 |
52
|
$220 M
|
| Mason & Associates, LLC |
2025 Q1
|
4/10/2025 |
39
|
$350 M
|