| Uncommon Cents Investing LLC |
2025 Q4
|
1/15/2026 |
207
|
$410 M
|
| Ironwood Financial, llc |
2025 Q4
|
1/15/2026 |
166
|
$590 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2025 Q4
|
1/15/2026 |
82
|
$210 M
|
| Warwick Investment Management, Inc. |
2025 Q4
|
1/15/2026 |
149
|
$650 M
|
| Elser Financial Planning, Inc |
2025 Q4
|
1/15/2026 |
80
|
$140 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/15/2026 |
124
|
$620 M
|
| MTC Wealth Management LLC |
2025 Q4
|
1/15/2026 |
13
|
$210 M
|
| Founders Capital Management |
2025 Q4
|
1/15/2026 |
407
|
$190 M
|
| Members Trust Co |
2025 Q4
|
1/15/2026 |
248
|
$3.1 B
|
| Counterweight Ventures, LLC |
2025 Q4
|
1/15/2026 |
80
|
$180 M
|
| PFG Private Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
74
|
$230 M
|
| Lodestone Wealth Management LLC |
2025 Q4
|
1/15/2026 |
850
|
$250 M
|
| Frank, Rimerman Advisors LLC |
2025 Q4
|
1/15/2026 |
600
|
$1.6 B
|
| Nilsine Partners, LLC |
2025 Q4
|
1/15/2026 |
400
|
$1.2 B
|
| KRS Capital Management, LLC |
2025 Q4
|
1/15/2026 |
115
|
$170 M
|
| PineStone Asset Management Inc. |
2025 Q4
|
1/15/2026 |
43
|
$16 B
|
| Sage Capital Management, LLC |
2025 Q4
|
1/15/2026 |
161
|
$220 M
|
| LeConte Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
138
|
$150 M
|
| Independence Financial Advisors, LLC |
2025 Q4
|
1/15/2026 |
55
|
$360 M
|
| Hartmann Taylor Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
53
|
$150 M
|
| White Wing Wealth Management |
2025 Q4
|
1/15/2026 |
35
|
$170 M
|
| Bricktown Capital, LLC |
2025 Q4
|
1/15/2026 |
25
|
$590 M
|
| My Personal CFO, LLC |
2025 Q4
|
1/15/2026 |
93
|
$240 M
|
| Westmount Partners, LLC |
2025 Q4
|
1/15/2026 |
246
|
$400 M
|
| Cannon Advisors, Inc. |
2025 Q4
|
1/15/2026 |
83
|
$140 M
|
| DB Fitzpatrick & Co, Inc |
2025 Q4
|
1/15/2026 |
100
|
$110 M
|
| NISA INVESTMENT ADVISORS, LLC |
2025 Q4
|
1/15/2026 |
3,089
|
$30 B
|
| Burns Matteson Capital Management, LLC |
2025 Q4
|
1/15/2026 |
199
|
$290 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2025 Q4
|
1/15/2026 |
1,071
|
$360 M
|
| Econ Financial Services Corp |
2025 Q4
|
1/15/2026 |
74
|
$200 M
|
| Gunderson Capital Management Inc. |
2025 Q4
|
1/15/2026 |
40
|
$220 M
|
| ENZI WEALTH |
2025 Q4
|
1/15/2026 |
71
|
$280 M
|
| Dominguez Wealth Management Solutions, Inc. |
2025 Q4
|
1/15/2026 |
67
|
$160 M
|
| Monument Group Wealth Advisors, LLC |
2025 Q4
|
1/15/2026 |
51
|
$180 M
|
| Great Waters Wealth Management |
2025 Q4
|
1/15/2026 |
117
|
$910 M
|
| Three Seasons Wealth, LLC |
2025 Q4
|
1/15/2026 |
199
|
$1.0 B
|
| ERn Financial, LLC |
2025 Q4
|
1/15/2026 |
146
|
$530 M
|
| Fortitude Family Office, LLC |
2025 Q4
|
1/15/2026 |
1,923
|
$430 M
|
| Community Financial Services Group, LLC |
2025 Q4
|
1/15/2026 |
167
|
$540 M
|
| Cherry Creek Investment Advisors, Inc. |
2025 Q4
|
1/15/2026 |
117
|
$230 M
|
| BTC Capital Management, Inc. |
2025 Q4
|
1/15/2026 |
523
|
$1.4 B
|
| Investment Partners Asset Management, Inc. |
2025 Q4
|
1/15/2026 |
159
|
$160 M
|
| ACT WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
61
|
$310 M
|
| Cobblestone Asset Management LLC |
2025 Q4
|
1/15/2026 |
70
|
$220 M
|
| Nikulski Financial, Inc. |
2025 Q4
|
1/15/2026 |
166
|
$420 M
|
| ADG Wealth Management Group, LLC |
2025 Q4
|
1/15/2026 |
41
|
$130 M
|
| Fulcrum Capital LLC |
2025 Q4
|
1/15/2026 |
99
|
$500 M
|
| Santori & Peters, Inc. |
2025 Q4
|
1/15/2026 |
71
|
$290 M
|
| MEYER HANDELMAN CO |
2025 Q4
|
1/15/2026 |
267
|
$3.2 B
|
| MOODY LYNN & LIEBERSON, LLC |
2025 Q4
|
1/15/2026 |
265
|
$1.9 B
|
| GFG Capital, LLC |
2025 Q4
|
1/15/2026 |
94
|
$280 M
|
| MFA Wealth Services |
2025 Q4
|
1/15/2026 |
117
|
$150 M
|
| Heirloom Wealth Management |
2025 Q4
|
1/15/2026 |
43
|
$430 M
|
| Fifth Third Wealth Advisors LLC |
2025 Q4
|
1/15/2026 |
789
|
$2.9 B
|
| Archford Capital Strategies, LLC |
2025 Q4
|
1/15/2026 |
334
|
$860 M
|
| Guided Capital Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
36
|
$140 M
|
| SHRIER WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
126
|
$250 M
|
| Avant Financial Advisors LLC |
2025 Q4
|
1/15/2026 |
67
|
$140 M
|
| Brady Martz Wealth Solutions, LLC |
2025 Q4
|
1/15/2026 |
173
|
$570 M
|
| Xena Financial Planning, LLC |
2025 Q4
|
1/15/2026 |
35
|
$85 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2025 Q4
|
1/15/2026 |
47
|
$1.1 B
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/15/2026 |
210
|
$820 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q4
|
1/15/2026 |
107
|
$700 M
|
| ROCKLAND TRUST CO |
2025 Q4
|
1/15/2026 |
537
|
$2.5 B
|
| Saxony Capital Management, LLC |
2025 Q4
|
1/15/2026 |
161
|
$160 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
77
|
$510 M
|
| Parkwoods Wealth Partners, LLC |
2025 Q4
|
1/15/2026 |
112
|
$340 M
|
| Lord & Richards Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
288
|
$120 M
|
| Stewardship Advisors, LLC |
2025 Q4
|
1/15/2026 |
162
|
$430 M
|
| Professional Financial Advisors, LLC |
2025 Q4
|
1/15/2026 |
130
|
$490 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
101
|
$220 M
|
| Raub Brock Capital Management LP |
2025 Q4
|
1/15/2026 |
40
|
$450 M
|
| Royal Fund Management, LLC |
2025 Q4
|
1/15/2026 |
306
|
$1.1 B
|
| Range Financial Group LLC |
2025 Q4
|
1/15/2026 |
195
|
$290 M
|
| Lewis Asset Management, LLC |
2025 Q4
|
1/15/2026 |
185
|
$250 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2025 Q4
|
1/15/2026 |
383
|
$470 M
|
| Alpine Bank Wealth Management |
2025 Q4
|
1/15/2026 |
252
|
$710 M
|
| Paller Financial Services Inc |
2025 Q4
|
1/15/2026 |
45
|
$120 M
|
| INDEPENDENT INVESTORS INC |
2025 Q4
|
1/15/2026 |
69
|
$540 M
|
| Foundation Wealth Management, LLC\PA |
2025 Q4
|
1/15/2026 |
93
|
$280 M
|
| Shum Financial Group, Inc. |
2025 Q4
|
1/15/2026 |
92
|
$140 M
|
| Hara Capital LLC |
2025 Q4
|
1/15/2026 |
298
|
$180 M
|
| FOSTER & MOTLEY INC |
2025 Q4
|
1/15/2026 |
387
|
$1.9 B
|
| BIRCH FINANCIAL GROUP, LLC |
2025 Q4
|
1/15/2026 |
136
|
$180 M
|
| 25 LLC |
2025 Q4
|
1/15/2026 |
71
|
$320 M
|
| Sollinda Capital Management LLC |
2025 Q4
|
1/15/2026 |
74
|
$390 M
|
| GEN Financial Management, INC. |
2025 Q4
|
1/15/2026 |
47
|
$160 M
|
| Strategic Point Investment Advisors, LLC |
2025 Q4
|
1/15/2026 |
37
|
$720 M
|
| Hofer & Associates. Inc |
2025 Q4
|
1/15/2026 |
66
|
$190 M
|
| OxenFree Capital LLC |
2025 Q4
|
1/15/2026 |
48
|
$190 M
|
| MOTIVE WEALTH ADVISORS |
2025 Q4
|
1/15/2026 |
92
|
$230 M
|
| JP Wealth Management, Inc. |
2025 Q4
|
1/15/2026 |
15
|
$140 M
|
| 4J Wealth Management LLC |
2025 Q4
|
1/15/2026 |
98
|
$170 M
|
| Refined Wealth Management |
2025 Q4
|
1/15/2026 |
43
|
$150 M
|
| Boit C F David |
2025 Q4
|
1/15/2026 |
121
|
$230 M
|
| Trust Co |
2025 Q4
|
1/15/2026 |
889
|
$1.1 B
|
| Rochester Wealth Strategies, LLC |
2025 Q4
|
1/15/2026 |
24
|
$160 M
|
| LifeGoal Investments, LLC |
2025 Q4
|
1/15/2026 |
75
|
$150 M
|
| SILVER OAK SECURITIES, INCORPORATED |
2025 Q4
|
1/15/2026 |
808
|
$1.5 B
|
| McGlone Suttner Wealth Management, Inc. |
2025 Q4
|
1/15/2026 |
190
|
$740 M
|