| Steigerwald, Gordon & Koch Inc. |
2025 Q2
|
7/14/2025 |
124
|
$950 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2025 Q2
|
7/14/2025 |
154
|
$3.5 B
|
| Seek First Inc. |
2025 Q2 - RESTATEMENT
|
7/14/2025 |
55
|
$120 M
|
| Crew Capital Management, Ltd. |
2025 Q2
|
7/14/2025 |
113
|
$140 M
|
| FARMERS TRUST CO |
2025 Q2
|
7/14/2025 |
185
|
$540 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2025 Q1
|
7/14/2025 |
156
|
$3.3 B
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q2
|
7/14/2025 |
113
|
$500 M
|
| MFA WEALTH ADVISORS, LLC |
2025 Q2
|
7/14/2025 |
88
|
$430 M
|
| Argentarii, LLC |
2025 Q2
|
7/14/2025 |
154
|
$220 M
|
| GRIES FINANCIAL LLC |
2025 Q2
|
7/14/2025 |
295
|
$550 M
|
| Baring Financial LLC |
2025 Q2
|
7/14/2025 |
67
|
$130 M
|
| Golden State Equity Partners |
2025 Q2
|
7/14/2025 |
434
|
$540 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/14/2025 |
75
|
$290 M
|
| Brady Martz Wealth Solutions, LLC |
2025 Q2
|
7/14/2025 |
146
|
$520 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q2
|
7/14/2025 |
83
|
$150 M
|
| CRA Financial Services, LLC |
2025 Q2
|
7/14/2025 |
278
|
$650 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q2
|
7/14/2025 |
78
|
$590 M
|
| Oliver Luxxe Assets LLC |
2025 Q2
|
7/14/2025 |
182
|
$560 M
|
| CJM Wealth Advisers, Ltd. |
2025 Q2
|
7/14/2025 |
69
|
$300 M
|
| Arlington Partners LLC |
2025 Q2
|
7/14/2025 |
66
|
$270 M
|
| Chris Bulman Inc |
2025 Q2
|
7/14/2025 |
120
|
$180 M
|
| Conrad Siegel Investment Advisors, Inc. |
2025 Q2
|
7/14/2025 |
53
|
$450 M
|
| IronOak Wealth LLC. |
2025 Q2
|
7/14/2025 |
64
|
$100 M
|
| Financial Harvest, LLC |
2025 Q2
|
7/14/2025 |
55
|
$130 M
|
| Harrington Investments, INC |
2025 Q2
|
7/14/2025 |
83
|
$190 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2025 Q2
|
7/14/2025 |
927
|
$1.3 B
|
| KFG WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/14/2025 |
200
|
$620 M
|
| Caitlin John, LLC |
2025 Q2
|
7/14/2025 |
234
|
$110 M
|
| Friday Financial |
2025 Q2
|
7/14/2025 |
86
|
$200 M
|
| McGlone Suttner Wealth Management, Inc. |
2025 Q2
|
7/14/2025 |
191
|
$660 M
|
| Northland Capital Management LLC |
2025 Q2
|
7/14/2025 |
31
|
$160 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2025 Q2
|
7/14/2025 |
30
|
$70 M
|
| Acropolis Investment Management, LLC |
2025 Q2
|
7/14/2025 |
245
|
$1.8 B
|
| R.H. Dinel Investment Counsel, Inc. |
2025 Q2
|
7/14/2025 |
42
|
$150 M
|
| LaFleur & Godfrey LLC |
2025 Q2
|
7/14/2025 |
146
|
$800 M
|
| SENTINEL PENSION ADVISORS, LLC |
2025 Q2
|
7/14/2025 |
122
|
$590 M
|
| BlueSky Wealth Advisors, LLC |
2025 Q2
|
7/14/2025 |
70
|
$690 M
|
| Lee-Kelleher Wealth Management |
2025 Q2
|
7/14/2025 |
39
|
$150 M
|
| S.A. Mason LLC |
2025 Q2
|
7/14/2025 |
362
|
$210 M
|
| Gridiron Partners, LLC |
2025 Q2
|
7/14/2025 |
62
|
$160 M
|
| Ridgewood Investments LLC |
2025 Q2
|
7/14/2025 |
744
|
$230 M
|
| Clear Harbor Asset Management, LLC |
2025 Q2
|
7/14/2025 |
409
|
$1.3 B
|
| Financial Enhancement Group LLC |
2025 Q2
|
7/14/2025 |
128
|
$700 M
|
| Buska Wealth Management, LLC |
2025 Q2
|
7/14/2025 |
67
|
$370 M
|
| Kapitalo Investimentos Ltda |
2025 Q2
|
7/14/2025 |
119
|
$460 M
|
| Mechanics Bank Trust Department |
2025 Q2
|
7/14/2025 |
373
|
$700 M
|
| BetterWealth, LLC |
2025 Q2
|
7/14/2025 |
63
|
$390 M
|
| Seascape Capital Management |
2025 Q2
|
7/14/2025 |
96
|
$320 M
|
| Seed Wealth Management, Inc. |
2025 Q2
|
7/14/2025 |
149
|
$130 M
|
| Salvus Wealth Management, LLC |
2025 Q2
|
7/14/2025 |
126
|
$170 M
|
| MY Wealth Management Inc. |
2025 Q2
|
7/14/2025 |
31
|
$100 M
|
| Foster Group, Inc. |
2025 Q2
|
7/14/2025 |
264
|
$2.9 B
|
| Capital CS Group, LLC |
2025 Q2
|
7/14/2025 |
65
|
$62 M
|
| Nepsis Inc. |
2025 Q2
|
7/14/2025 |
29
|
$360 M
|
| CHAPIN DAVIS, INC. |
2025 Q2
|
7/14/2025 |
232
|
$360 M
|
| GAMMA Investing LLC |
2025 Q2
|
7/14/2025 |
3,769
|
$1.6 B
|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/14/2025 |
64
|
$540 M
|
| SCHARF INVESTMENTS, LLC |
2025 Q2
|
7/14/2025 |
66
|
$3.5 B
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2025 Q2
|
7/14/2025 |
2,915
|
$310 M
|
| Infinity Wealth Counsel, LLC |
2025 Q2
|
7/14/2025 |
60
|
$99 M
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2025 Q2
|
7/14/2025 |
68
|
$1.7 B
|
| Rooted Wealth Advisors, Inc. |
2025 Q2
|
7/14/2025 |
107
|
$290 M
|
| Parkshore Wealth Management, Inc. |
2025 Q2
|
7/14/2025 |
64
|
$200 M
|
| Pacifica Partners Inc. |
2025 Q2
|
7/14/2025 |
547
|
$250 M
|
| KIECKHEFER GROUP LLC |
2025 Q2
|
7/14/2025 |
50
|
$180 M
|
| Lewis Asset Management, LLC |
2025 Q2
|
7/14/2025 |
176
|
$210 M
|
| TOTH FINANCIAL ADVISORY CORP |
2025 Q2
|
7/14/2025 |
727
|
$860 M
|
| Clayton Financial Group LLC |
2025 Q2
|
7/14/2025 |
29
|
$84 M
|
| FLAGSTAR ADVISORS INC |
2025 Q2
|
7/14/2025 |
200
|
$360 M
|
| AdvisorNet Financial, Inc |
2025 Q2
|
7/14/2025 |
2,240
|
$1.6 B
|
| Savior LLC |
2025 Q2
|
7/14/2025 |
14
|
$18 M
|
| Legacy Capital Group California, Inc. |
2025 Q2
|
7/14/2025 |
327
|
$360 M
|
| Painted Porch Advisors LLC |
2025 Q2
|
7/14/2025 |
467
|
$240 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q2
|
7/14/2025 |
66
|
$320 M
|
| Painted Porch Advisors LLC |
2025 Q1
|
7/14/2025 |
530
|
$240 M
|
| Painted Porch Advisors LLC |
2024 Q4
|
7/14/2025 |
485
|
$200 M
|
| Lighthouse Wealth Management Inc. |
2025 Q2
|
7/14/2025 |
41
|
$120 M
|
| Cobblestone Asset Management LLC |
2025 Q2
|
7/14/2025 |
69
|
$190 M
|
| Narus Financial Partners, LLC |
2025 Q2
|
7/14/2025 |
157
|
$320 M
|
| Painted Porch Advisors LLC |
2024 Q3
|
7/14/2025 |
434
|
$200 M
|
| Main Line Retirement Advisors, LLC |
2025 Q2
|
7/14/2025 |
42
|
$180 M
|
| Chico Wealth RIA |
2025 Q2
|
7/14/2025 |
33
|
$130 M
|
| U.S. Capital Wealth Advisors, LLC |
2025 Q2
|
7/14/2025 |
893
|
$3.4 B
|
| SWEENEY & MICHEL, LLC |
2025 Q2
|
7/14/2025 |
130
|
$280 M
|
| LCM Capital Management Inc |
2025 Q2
|
7/14/2025 |
104
|
$190 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2025 Q2
|
7/14/2025 |
1,729
|
$3.4 B
|
| Harbor Group, Inc. |
2025 Q2
|
7/14/2025 |
100
|
$560 M
|
| Edge Wealth Management LLC |
2025 Q2
|
7/14/2025 |
82
|
$520 M
|
| Abacus Wealth Partners, LLC |
2025 Q2
|
7/14/2025 |
113
|
$660 M
|
| ENZI WEALTH |
2025 Q2
|
7/14/2025 |
69
|
$270 M
|
| Westend Capital Management, LLC |
2025 Q2
|
7/14/2025 |
228
|
$320 M
|
| RJA Asset Management LLC |
2025 Q2
|
7/14/2025 |
4
|
$290 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2025 Q2
|
7/14/2025 |
50
|
$650 M
|
| FLP Wealth Management, LLC |
2024 Q4
|
7/14/2025 |
471
|
$39 M
|
| Masso Torrence Wealth Management Inc. |
2025 Q2
|
7/14/2025 |
100
|
$220 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/14/2025 |
168
|
$220 M
|
| Bank & Trust Co |
2025 Q2
|
7/14/2025 |
288
|
$130 M
|
| Whitener Capital Management, Inc. |
2025 Q2
|
7/14/2025 |
155
|
$380 M
|
| MARYLAND CAPITAL ADVISORS INC. |
2025 Q2
|
7/14/2025 |
268
|
$260 M
|
| ABLE Financial Group, LLC |
2025 Q2
|
7/14/2025 |
204
|
$410 M
|