Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q1
|
4/25/2025 |
405
|
$280 M
|
Kennon-Green & Company, LLC |
2025 Q1
|
4/25/2025 |
42
|
$120 M
|
Cypress Capital, LLC |
2025 Q1
|
4/25/2025 |
79
|
$350 M
|
Benchmark Financial Wealth Advisors, LLC |
2025 Q1
|
4/25/2025 |
98
|
$260 M
|
Deseret Mutual Benefit Administrators |
2025 Q1
|
4/25/2025 |
502
|
$200 M
|
Smallwood Wealth Investment Management, LLC |
2025 Q1
|
4/25/2025 |
505
|
$160 M
|
ADVISORS MANAGEMENT GROUP INC /ADV |
2025 Q1
|
4/25/2025 |
150
|
$460 M
|
CHURCHILL MANAGEMENT Corp |
2025 Q1
|
4/25/2025 |
156
|
$7.9 B
|
New Millennium Group LLC |
2025 Q1
|
4/25/2025 |
461
|
$150 M
|
Ironwood Wealth Management, LLC. |
2025 Q1
|
4/25/2025 |
42
|
$330 M
|
Prairiewood Capital, LLC |
2025 Q1
|
4/25/2025 |
76
|
$250 M
|
Tevis Investment Management |
2025 Q1
|
4/25/2025 |
96
|
$130 M
|
J.Safra Asset Management Corp |
2025 Q1
|
4/25/2025 |
305
|
$1.2 B
|
HILLMAN CO |
2025 Q1
|
4/25/2025 |
14
|
$260 M
|
Morton Brown Family Wealth, LLC |
2025 Q1
|
4/25/2025 |
324
|
$290 M
|
K2 Financial Inc. |
2025 Q1
|
4/25/2025 |
60
|
$100 M
|
G&S Capital LLC |
2025 Q1
|
4/25/2025 |
124
|
$240 M
|
Essex LLC |
2025 Q1
|
4/25/2025 |
168
|
$460 M
|
Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q1
|
4/25/2025 |
50
|
$370 M
|
Townsend & Associates, Inc |
2025 Q1
|
4/25/2025 |
99
|
$960 M
|
Blankinship & Foster, LLC |
2024 Q3 - RESTATEMENT
|
4/25/2025 |
71
|
$410 M
|
Red Door Wealth Management, LLC |
2025 Q1
|
4/25/2025 |
238
|
$680 M
|
IMPACTfolio, LLC |
2025 Q1
|
4/25/2025 |
31
|
$190 M
|
Rochester Wealth Strategies, LLC |
2025 Q1
|
4/25/2025 |
23
|
$130 M
|
SPINNAKER TRUST |
2025 Q1
|
4/25/2025 |
322
|
$1.5 B
|
ENZI WEALTH |
2025 Q1
|
4/25/2025 |
65
|
$250 M
|
Yardley Wealth Management LLC |
2025 Q1
|
4/25/2025 |
40
|
$170 M
|
New Perspectives, Inc |
2025 Q1
|
4/25/2025 |
38
|
$190 M
|
Intelligence Driven Advisers, LLC |
2025 Q1
|
4/25/2025 |
102
|
$520 M
|
CMG Global Holdings, LLC |
2025 Q1
|
4/25/2025 |
86
|
$150 M
|
First Fiduciary Investment Counsel, Inc. |
2025 Q1
|
4/25/2025 |
68
|
$470 M
|
PEREGRINE CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/25/2025 |
327
|
$3.0 B
|
Insight Inv LLC |
2025 Q1
|
4/25/2025 |
133
|
$150 M
|
MorganRosel Wealth Management, LLC |
2025 Q1
|
4/25/2025 |
351
|
$330 M
|
Taylor Frigon Capital Management LLC |
2025 Q1
|
4/25/2025 |
90
|
$170 M
|
Powers Capital, LLC |
2025 Q1
|
4/25/2025 |
2
|
$180 M
|
Arbor Investment Advisors, LLC |
2025 Q1
|
4/25/2025 |
114
|
$740 M
|
MidAtlantic Capital Management, Inc. |
2025 Q1
|
4/25/2025 |
79
|
$130 M
|
RED CEDAR INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
4/25/2025 |
80
|
$720 M
|
CANANDAIGUA NATIONAL BANK & TRUST CO |
2025 Q1
|
4/25/2025 |
304
|
$1.0 B
|
DiNuzzo Private Wealth, Inc. |
2025 Q1
|
4/25/2025 |
1,386
|
$790 M
|
VALLEY NATIONAL ADVISERS INC |
2025 Q1
|
4/25/2025 |
970
|
$550 M
|
Custos Family Office, LLC |
2025 Q1
|
4/25/2025 |
67
|
$280 M
|
Canandaigua National Trust Co of Florida |
2025 Q1
|
4/25/2025 |
104
|
$110 M
|
Socha Financial Group, LLC |
2025 Q1
|
4/25/2025 |
21
|
$200 M
|
Washington Trust Advisors, Inc. |
2025 Q1
|
4/25/2025 |
773
|
$1.1 B
|
Westside Investment Management, Inc. |
2025 Q1
|
4/25/2025 |
1,241
|
$470 M
|
WASHINGTON TRUST Co |
2025 Q1
|
4/25/2025 |
1,181
|
$2.6 B
|
Tradewinds Capital Management, LLC |
2025 Q1
|
4/25/2025 |
665
|
$370 M
|
Nicholson Meyer Capital Management, Inc. |
2025 Q1
|
4/25/2025 |
45
|
$110 M
|
Nabity-Jensen Investment Management Inc |
2025 Q1
|
4/25/2025 |
66
|
$130 M
|
Pacific Wealth Strategies Group, Inc. |
2025 Q1
|
4/25/2025 |
53
|
$130 M
|
Argent Advisors, Inc. |
2025 Q1
|
4/25/2025 |
148
|
$300 M
|
Dougherty Wealth Advisers LLC |
2025 Q1
|
4/25/2025 |
110
|
$140 M
|
Perissos Private Wealth Management, LLC |
2025 Q1
|
4/25/2025 |
73
|
$110 M
|
Jacobsen Capital Management |
2025 Q1
|
4/25/2025 |
100
|
$230 M
|
Kendall Capital Management |
2025 Q1
|
4/25/2025 |
218
|
$340 M
|
LifePlan Financial, LLC |
2025 Q1
|
4/25/2025 |
89
|
$110 M
|
Alken Asset Management Ltd |
2025 Q1
|
4/25/2025 |
44
|
$62 M
|
Ameritas Advisory Services, LLC |
2025 Q1
|
4/25/2025 |
858
|
$2.5 B
|
NEW WAVE WEALTH ADVISORS LLC |
2025 Q1
|
4/25/2025 |
134
|
$220 M
|
NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/25/2025 |
188
|
$500 M
|
IRON Financial LLC |
2025 Q1
|
4/25/2025 |
113
|
$180 M
|
Sollinda Capital Management LLC |
2025 Q1
|
4/25/2025 |
66
|
$360 M
|
Cairn Investment Group, Inc. |
2025 Q1
|
4/25/2025 |
66
|
$180 M
|
FINANCIAL CONSULATE, INC |
2025 Q1
|
4/25/2025 |
26
|
$400 M
|
Henry James International Management Inc. |
2025 Q1
|
4/25/2025 |
99
|
$290 M
|
Verity Asset Management, Inc. |
2025 Q1
|
4/25/2025 |
247
|
$250 M
|
Wise Wealth Partners |
2025 Q1
|
4/25/2025 |
48
|
$42 M
|
Shilanski & Associates, Inc. |
2025 Q1
|
4/25/2025 |
104
|
$320 M
|
ALBION FINANCIAL GROUP /UT |
2025 Q1
|
4/25/2025 |
607
|
$1.4 B
|
Monument Capital Management |
2025 Q1
|
4/25/2025 |
193
|
$330 M
|
William Howard & Co Financial Advisors Inc |
2025 Q1
|
4/25/2025 |
52
|
$110 M
|
EADS & HEALD WEALTH MANAGEMENT |
2025 Q1
|
4/25/2025 |
138
|
$200 M
|
NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2025 Q1
|
4/25/2025 |
1,634
|
$43 B
|
AMALGAMATED BANK |
2025 Q1
|
4/25/2025 |
2,971
|
$12 B
|
Hobbs Wealth Management, LLC |
2025 Q1 - RESTATEMENT
|
4/25/2025 |
51
|
$90 M
|
Bay Capital Advisors, LLC |
2025 Q1
|
4/25/2025 |
109
|
$120 M
|
MMBG INVESTMENT ADVISORS CO. |
2025 Q1
|
4/25/2025 |
168
|
$880 M
|
AUGUSTINE ASSET MANAGEMENT INC |
2025 Q1
|
4/25/2025 |
107
|
$340 M
|
Guerra Advisors Inc |
2025 Q1
|
4/25/2025 |
62
|
$180 M
|
LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q1
|
4/25/2025 |
34
|
$270 M
|
Citizens National Bank Trust Department |
2025 Q1
|
4/25/2025 |
400
|
$470 M
|
Avidian Wealth Enterprises, LLC |
2025 Q1
|
4/25/2025 |
519
|
$2.2 B
|
Innovative Wealth Building LLC |
2025 Q1
|
4/25/2025 |
50
|
$110 M
|
Trademark Financial Management, LLC |
2025 Q1
|
4/25/2025 |
87
|
$130 M
|
BCK Partners, Inc. |
2025 Q1
|
4/25/2025 |
25
|
$160 M
|
BankPlus Wealth Management LLC |
2025 Q1
|
4/25/2025 |
98
|
$140 M
|
Buttonwood Financial Advisors Inc. |
2025 Q1
|
4/25/2025 |
96
|
$230 M
|
Crown Wealth Group, LLC |
2025 Q1
|
4/25/2025 |
108
|
$190 M
|
Waterfront Wealth Inc. |
2025 Q1
|
4/25/2025 |
257
|
$410 M
|
Wealthstar Advisors, LLC |
2025 Q1
|
4/25/2025 |
134
|
$220 M
|
Strid Group, LLC |
2025 Q1
|
4/25/2025 |
62
|
$640 M
|
Lunate Capital Ltd |
2025 Q1
|
4/25/2025 |
4
|
$170 M
|
Naviter Wealth, LLC |
2025 Q1
|
4/25/2025 |
274
|
$830 M
|
Hutchens & Kramer Investment Management Group, LLC |
2025 Q1
|
4/25/2025 |
159
|
$180 M
|
Essex Financial Services, Inc. |
2025 Q1
|
4/25/2025 |
631
|
$1.4 B
|
Stonebridge Financial Group, LLC |
2025 Q1
|
4/25/2025 |
1,005
|
$940 M
|
Hills Bank & Trust Co |
2025 Q1
|
4/25/2025 |
460
|
$1.4 B
|
Skylands Capital, LLC |
2025 Q1
|
4/25/2025 |
153
|
$690 M
|