| Boltwood Capital Management |
2025 Q1
|
4/10/2025 |
170
|
$330 M
|
| LAKE STREET PRIVATE WEALTH, LLC |
2025 Q1
|
4/10/2025 |
246
|
$610 M
|
| ACT Advisors, LLC. |
2025 Q1
|
4/10/2025 |
57
|
$180 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2025 Q1
|
4/10/2025 |
118
|
$370 M
|
| Diligent Investors, LLC |
2025 Q1
|
4/10/2025 |
362
|
$410 M
|
| Trinity Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
53
|
$220 M
|
| KWB Wealth |
2025 Q1
|
4/10/2025 |
149
|
$830 M
|
| LMCG INVESTMENTS, LLC |
2025 Q1
|
4/10/2025 |
316
|
$1.5 B
|
| Cypress Wealth Services, LLC |
2025 Q1
|
4/10/2025 |
284
|
$490 M
|
| Fluent Financial, LLC |
2025 Q1
|
4/10/2025 |
59
|
$230 M
|
| Wealth Management Partners, LLC |
2025 Q1
|
4/10/2025 |
114
|
$220 M
|
| Maltin Wealth Management, Inc. |
2025 Q1
|
4/10/2025 |
130
|
$210 M
|
| Gilman Hill Asset Management, LLC |
2025 Q1
|
4/10/2025 |
219
|
$580 M
|
| Fermata Advisors, LLC |
2025 Q1
|
4/10/2025 |
285
|
$550 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2025 Q1
|
4/10/2025 |
12
|
$120 M
|
| Gainplan LLC |
2025 Q1
|
4/10/2025 |
47
|
$150 M
|
| Wealth Group Ltd |
2025 Q1
|
4/10/2025 |
66
|
$340 M
|
| Systrade AG |
2025 Q1
|
4/10/2025 |
13
|
$72 M
|
| Breakwater Capital Group |
2025 Q1
|
4/10/2025 |
326
|
$560 M
|
| Retirement Planning Group, LLC |
2025 Q1
|
4/10/2025 |
296
|
$2.1 B
|
| Retireful, LLC |
2025 Q1
|
4/10/2025 |
92
|
$110 M
|
| CHATHAM CAPITAL GROUP, INC. |
2025 Q1
|
4/10/2025 |
194
|
$600 M
|
| Chesley Taft & Associates LLC |
2025 Q1
|
4/10/2025 |
330
|
$2.1 B
|
| Charles Schwab Trust Co |
2025 Q1
|
4/10/2025 |
166
|
$1.2 B
|
| Salvus Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
121
|
$160 M
|
| Thrive Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
219
|
$520 M
|
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2025 Q1
|
4/10/2025 |
125
|
$520 M
|
| AMS Capital Ltda |
2025 Q1
|
4/10/2025 |
16
|
$240 M
|
| St. Clair Advisors, LLC |
2024 Q3
|
4/10/2025 |
78
|
$350 M
|
| St. Clair Advisors, LLC |
2024 Q2
|
4/10/2025 |
76
|
$310 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q1
|
4/10/2025 |
|
$0
|
| St. Clair Advisors, LLC |
2024 Q1
|
4/10/2025 |
79
|
$310 M
|
| Ledgewood Wealth Advisors, LLC |
2024 Q4
|
4/10/2025 |
69
|
$150 M
|
| St. Clair Advisors, LLC |
2023 Q4
|
4/10/2025 |
79
|
$290 M
|
| Steigerwald, Gordon & Koch Inc. |
2025 Q1
|
4/10/2025 |
118
|
$900 M
|
| St. Clair Advisors, LLC |
2023 Q3
|
4/10/2025 |
79
|
$250 M
|
| Sugar Maple Asset Management, LLC |
2025 Q1
|
4/10/2025 |
66
|
$130 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2025 Q1
|
4/10/2025 |
398
|
$1.1 B
|
| LS Investment Advisors, LLC |
2025 Q1
|
4/10/2025 |
129
|
$650 M
|
| 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
|