| Relyea Zuckerberg Hanson LLC |
2024 Q4
|
1/15/2025 |
254
|
$740 M
|
| CNB Bank |
2024 Q4
|
1/15/2025 |
548
|
$220 M
|
| SAXON INTERESTS, INC. |
2024 Q4
|
1/15/2025 |
188
|
$230 M
|
| ALM First Financial Advisors, LLC |
2024 Q4
|
1/15/2025 |
27
|
$420 M
|
| Grant/GrossMendelsohn, LLC |
2024 Q4
|
1/15/2025 |
139
|
$190 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2024 Q4
|
1/15/2025 |
508
|
$5.6 B
|
| Householder Group Estate & Retirement Specialist, LLC |
2024 Q4
|
1/15/2025 |
601
|
$130 M
|
| Walker Asset Management, LLC |
2024 Q4
|
1/15/2025 |
134
|
$160 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2024 Q4
|
1/15/2025 |
228
|
$430 M
|
| Goldstone Financial Group, LLC |
2024 Q2
|
1/15/2025 |
179
|
$500 M
|
| Avanza Fonder AB |
2024 Q4
|
1/15/2025 |
788
|
$3.4 B
|
| Goldstone Financial Group, LLC |
2024 Q1
|
1/15/2025 |
166
|
$440 M
|
| Goldstone Financial Group, LLC |
2023 Q4
|
1/15/2025 |
161
|
$390 M
|
| Goldstone Financial Group, LLC |
2023 Q3
|
1/15/2025 |
151
|
$340 M
|
| Goldstone Financial Group, LLC |
2023 Q2
|
1/15/2025 |
164
|
$340 M
|
| Goldstone Financial Group, LLC |
2023 Q1
|
1/15/2025 |
154
|
$300 M
|
| RF&L WEALTH MANAGEMENT, LLC |
2024 Q4
|
1/15/2025 |
57
|
$140 M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2024 Q4
|
1/15/2025 |
87
|
$990 M
|
| Wealthcare Advisory Partners LLC |
2024 Q4
|
1/15/2025 |
887
|
$3.6 B
|
| Procyon Advisors, LLC |
2024 Q4
|
1/15/2025 |
546
|
$1.6 B
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2024 Q4
|
1/15/2025 |
32
|
$300 M
|
| FF Advisors,LLC |
2024 Q4
|
1/15/2025 |
88
|
$150 M
|
| EVERPAR ADVISORS LLC |
2024 Q4
|
1/15/2025 |
263
|
$200 M
|
| Border to Coast Pensions Partnership Ltd |
2024 Q4
|
1/15/2025 |
89
|
$5.1 B
|
| TOMPKINS FINANCIAL CORP |
2024 Q4
|
1/15/2025 |
723
|
$1.1 B
|
| YARGER WEALTH STRATEGIES, LLC |
2024 Q4
|
1/15/2025 |
89
|
$170 M
|
| Total Wealth Planning, LLC |
2024 Q4
|
1/15/2025 |
93
|
$640 M
|
| RDA Financial Network |
2024 Q4
|
1/15/2025 |
239
|
$340 M
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2024 Q4
|
1/15/2025 |
46
|
$150 M
|
| Foresight Group Ltd Liability Partnership |
2024 Q4
|
1/15/2025 |
35
|
$650 M
|
| WOODSTOCK CORP |
2024 Q4
|
1/15/2025 |
156
|
$1.0 B
|
| StoneCrest Wealth Management, Inc. |
2024 Q4
|
1/15/2025 |
63
|
$150 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2024 Q4
|
1/15/2025 |
88
|
$100 M
|
| Greenhouse Wealth Management, LLC |
2024 Q4
|
1/15/2025 |
60
|
$150 M
|
| Empirical Asset Management, LLC |
2024 Q4
|
1/15/2025 |
458
|
$300 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2024 Q4
|
1/15/2025 |
151
|
$600 M
|
| CVFG LLC |
2024 Q4
|
1/15/2025 |
88
|
$110 M
|
| Constitution Capital LLC |
2024 Q4
|
1/15/2025 |
56
|
$180 M
|
| Salvus Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
118
|
$160 M
|
| Edge Wealth Management LLC |
2024 Q4
|
1/14/2025 |
80
|
$490 M
|
| Client First Capital LLC |
2024 Q4
|
1/14/2025 |
19
|
$190 M
|
| Bennett Associates Wealth Management |
2024 Q4
|
1/14/2025 |
46
|
$120 M
|
| Morton Capital Management LLC/CA |
2024 Q4
|
1/14/2025 |
112
|
$530 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2024 Q4
|
1/14/2025 |
170
|
$220 M
|
| JGP Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
180
|
$770 M
|
| Omega Financial Group, LLC |
2024 Q4
|
1/14/2025 |
80
|
$260 M
|
| Retireful, LLC |
2024 Q4
|
1/14/2025 |
126
|
$180 M
|
| Capital Advisors Wealth Management, LLC |
2024 Q4
|
1/14/2025 |
173
|
$560 M
|
| Congress Park Capital LLC |
2024 Q4
|
1/14/2025 |
110
|
$280 M
|
| Fermata Advisors, LLC |
2024 Q4
|
1/14/2025 |
265
|
$540 M
|
| Cypress Wealth Services, LLC |
2024 Q4
|
1/14/2025 |
280
|
$500 M
|
| Ullmann Wealth Partners Group, LLC |
2024 Q4
|
1/14/2025 |
137
|
$770 M
|
| Seaside Wealth Management, Inc. |
2024 Q4
|
1/14/2025 |
60
|
$270 M
|
| RPOA Advisors, Inc. |
2024 Q4
|
1/14/2025 |
8
|
$3.7 B
|
| Cohen Investment Advisors LLC |
2024 Q4
|
1/14/2025 |
77
|
$170 M
|
| Harbor Group, Inc. |
2024 Q4
|
1/14/2025 |
93
|
$450 M
|
| Bouvel Investment Partners, LLC |
2024 Q4
|
1/14/2025 |
78
|
$280 M
|
| Certified Advisory Corp |
2024 Q4
|
1/14/2025 |
297
|
$920 M
|
| Shulman DeMeo Asset Management LLC |
2024 Q4
|
1/14/2025 |
118
|
$370 M
|
| Werlinich Asset Management, LLC |
2024 Q4
|
1/14/2025 |
59
|
$170 M
|
| Capital Planning LLC |
2024 Q4
|
1/14/2025 |
90
|
$380 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2024 Q4
|
1/14/2025 |
270
|
$1.2 B
|
| CHANNEL WEALTH LLC |
2024 Q4
|
1/14/2025 |
160
|
$310 M
|
| Goldstone Financial Group, LLC |
2024 Q4
|
1/14/2025 |
199
|
$640 M
|
| HENNESSY ADVISORS INC |
2024 Q4
|
1/14/2025 |
306
|
$3.4 B
|
| First Pacific Financial |
2024 Q4
|
1/14/2025 |
400
|
$430 M
|
| TRUEFG, LLC |
2024 Q4
|
1/14/2025 |
53
|
$310 M
|
| Hennion & Walsh Asset Management, Inc. |
2024 Q4
|
1/14/2025 |
851
|
$2.2 B
|
| Dixon Mitchell Investment Counsel Inc. |
2024 Q4
|
1/14/2025 |
115
|
$2.2 B
|
| IFS Advisors, LLC |
2024 Q4
|
1/14/2025 |
188
|
$130 M
|
| Cordant, Inc. |
2024 Q4
|
1/14/2025 |
81
|
$190 M
|
| Guardian Financial Partners, LLC |
2024 Q4
|
1/14/2025 |
49
|
$170 M
|
| Tallon Kerry Patrick |
2024 Q4
|
1/14/2025 |
106
|
$100 M
|
| West Coast Financial LLC |
2024 Q4
|
1/14/2025 |
165
|
$910 M
|
| Mirador Capital Partners LP |
2024 Q4
|
1/14/2025 |
196
|
$550 M
|
| BFI Infinity Ltd. |
2024 Q4
|
1/14/2025 |
44
|
$92 M
|
| SANDERS MORRIS HARRIS LLC |
2024 Q4
|
1/14/2025 |
291
|
$670 M
|
| Beech Hill Advisors, Inc. |
2024 Q4
|
1/14/2025 |
99
|
$270 M
|
| Towerpoint Wealth, LLC |
2024 Q4
|
1/14/2025 |
81
|
$200 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2024 Q4
|
1/14/2025 |
486
|
$9.0 B
|
| Profit Investment Management, LLC |
2024 Q4
|
1/14/2025 |
78
|
$120 M
|
| Westfuller Advisors, LLC |
2024 Q1
|
1/14/2025 |
64
|
$83 M
|
| BERNZOTT CAPITAL ADVISORS |
2024 Q4
|
1/14/2025 |
42
|
$200 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2024 Q4
|
1/14/2025 |
155
|
$720 M
|
| Legacy Wealth Asset Management, LLC |
2024 Q4
|
1/14/2025 |
348
|
$370 M
|
| Carnegie Investment Counsel |
2024 Q4
|
1/14/2025 |
456
|
$3.5 B
|
| RITHOLTZ WEALTH MANAGEMENT |
2024 Q4
|
1/14/2025 |
853
|
$3.4 B
|
| AMERICAN NATIONAL BANK & TRUST |
2024 Q4
|
1/14/2025 |
517
|
$900 M
|
| Sicart Associates LLC |
2024 Q4
|
1/14/2025 |
69
|
$280 M
|
| Yarbrough Capital, LLC |
2024 Q4
|
1/14/2025 |
190
|
$2.6 B
|
| Lauer Wealth, LLC |
2024 Q4
|
1/14/2025 |
37
|
$150 M
|
| Occidental Asset Management, LLC |
2024 Q4
|
1/14/2025 |
219
|
$640 M
|
| Decker Retirement Planning Inc. |
2024 Q4
|
1/14/2025 |
597
|
$170 M
|
| FAMILY WEALTH PARTNERS, LLC |
2024 Q4
|
1/14/2025 |
43
|
$210 M
|
| Sterling Financial Group, Inc. |
2024 Q4
|
1/14/2025 |
65
|
$270 M
|
| Mason & Associates Inc |
2024 Q4
|
1/14/2025 |
105
|
$430 M
|
| Sebold Capital Management, Inc. |
2024 Q4
|
1/14/2025 |
71
|
$150 M
|
| Lakewood Asset Management LLC |
2024 Q4
|
1/14/2025 |
120
|
$150 M
|
| Trust Co |
2024 Q4
|
1/14/2025 |
413
|
$870 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2024 Q4
|
1/14/2025 |
83
|
$170 M
|