| Bennett Associates Wealth Management |
2024 Q1
|
4/22/2024 |
38
|
$110 M
|
| Ashton Thomas Private Wealth, LLC |
2023 Q2
|
4/22/2024 |
574
|
$1.3 B
|
| Legal Advantage Investments, Inc. |
2024 Q1
|
4/22/2024 |
104
|
$180 M
|
| OmniStar Financial Group, Inc. |
2024 Q1
|
4/22/2024 |
115
|
$110 M
|
| FINANCIAL CONSULATE, INC |
2024 Q1
|
4/22/2024 |
40
|
$340 M
|
| SimpliFi, Inc. |
2024 Q1
|
4/22/2024 |
38
|
$220 M
|
| Peak Financial Management, Inc. |
2024 Q1
|
4/22/2024 |
96
|
$320 M
|
| BENDER ROBERT & ASSOCIATES |
2024 Q1
|
4/22/2024 |
43
|
$430 M
|
| Alpha Cubed Investments, LLC |
2024 Q1
|
4/22/2024 |
295
|
$1.9 B
|
| Walkner Condon Financial Advisors LLC |
2024 Q1
|
4/22/2024 |
266
|
$470 M
|
| FirstPurpose Wealth LLC |
2024 Q1
|
4/22/2024 |
209
|
$280 M
|
| CALIBER WEALTH MANAGEMENT, LLC |
2023 Q4
|
4/22/2024 |
55
|
$170 M
|
| Blossom Wealth Management |
2024 Q1
|
4/22/2024 |
62
|
$42 M
|
| Retireful, LLC |
2024 Q1
|
4/22/2024 |
90
|
$240 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
2024 Q1
|
4/22/2024 |
87
|
$410 M
|
| Parker Financial LLC |
2024 Q1
|
4/22/2024 |
46
|
$180 M
|
| Main Street Financial Solutions, LLC |
2024 Q1
|
4/22/2024 |
529
|
$940 M
|
| BLODGETT WEALTH ADVISORS, LLC |
2024 Q1
|
4/22/2024 |
64
|
$110 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2024 Q1
|
4/22/2024 |
89
|
$220 M
|
| Shepherd Financial Partners LLC |
2024 Q1
|
4/22/2024 |
215
|
$760 M
|
| CGC Financial Services, LLC |
2024 Q1
|
4/22/2024 |
360
|
$190 M
|
| Ashton Thomas Private Wealth, LLC |
2023 Q1
|
4/22/2024 |
495
|
$1.1 B
|
| Strategic Investment Advisors / MI |
2024 Q1
|
4/22/2024 |
241
|
$780 M
|
| Fee-Only Financial Planning, L.C. |
2023 Q3 - RESTATEMENT
|
4/22/2024 |
40
|
$120 M
|
| Fee-Only Financial Planning, L.C. |
2023 Q2 - RESTATEMENT
|
4/22/2024 |
43
|
$130 M
|
| Accurate Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
288
|
$340 M
|
| 4J Wealth Management LLC |
2024 Q1
|
4/22/2024 |
87
|
$120 M
|
| Planning Center, Inc. |
2024 Q1
|
4/22/2024 |
58
|
$460 M
|
| BANK OF STOCKTON |
2024 Q1
|
4/22/2024 |
139
|
$320 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2024 Q1
|
4/22/2024 |
226
|
$390 M
|
| Revisor Wealth Management LLC |
2024 Q1
|
4/22/2024 |
188
|
$220 M
|
| Deane Retirement Strategies, Inc. |
2023 Q1 - RESTATEMENT
|
4/22/2024 |
69
|
$180 M
|
| Deane Retirement Strategies, Inc. |
2023 Q2 - RESTATEMENT
|
4/22/2024 |
64
|
$180 M
|
| Deane Retirement Strategies, Inc. |
2023 Q3 - RESTATEMENT
|
4/22/2024 |
56
|
$180 M
|
| Fee-Only Financial Planning, L.C. |
2023 Q1 - RESTATEMENT
|
4/22/2024 |
42
|
$120 M
|
| Deane Retirement Strategies, Inc. |
2023 Q4 - RESTATEMENT
|
4/22/2024 |
60
|
$180 M
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
2024 Q1
|
4/22/2024 |
134
|
$280 M
|
| Ashton Thomas Private Wealth, LLC |
2022 Q4
|
4/22/2024 |
472
|
$1.0 B
|
| Ashton Thomas Private Wealth, LLC |
2022 Q3
|
4/22/2024 |
446
|
$890 M
|
| Ashton Thomas Private Wealth, LLC |
2022 Q2
|
4/22/2024 |
448
|
$920 M
|
| Ashton Thomas Private Wealth, LLC |
2022 Q1
|
4/22/2024 |
467
|
$1.1 B
|
| Ashton Thomas Private Wealth, LLC |
2021 Q4
|
4/22/2024 |
441
|
$1.0 B
|
| Ashton Thomas Private Wealth, LLC |
2021 Q3
|
4/22/2024 |
363
|
$690 M
|
| Ashton Thomas Private Wealth, LLC |
2021 Q1
|
4/22/2024 |
296
|
$590 M
|
| Ashton Thomas Private Wealth, LLC |
2021 Q2
|
4/22/2024 |
333
|
$660 M
|
| Ashton Thomas Private Wealth, LLC |
2020 Q4
|
4/22/2024 |
301
|
$520 M
|
| Ashton Thomas Private Wealth, LLC |
2020 Q3
|
4/22/2024 |
251
|
$400 M
|
| Ashton Thomas Private Wealth, LLC |
2020 Q2
|
4/22/2024 |
230
|
$340 M
|
| Ashton Thomas Private Wealth, LLC |
2020 Q1
|
4/22/2024 |
209
|
$240 M
|
| Ashton Thomas Private Wealth, LLC |
2019 Q4
|
4/22/2024 |
225
|
$300 M
|
| Ashton Thomas Private Wealth, LLC |
2019 Q3
|
4/22/2024 |
184
|
$240 M
|
| Ashton Thomas Private Wealth, LLC |
2019 Q2
|
4/22/2024 |
182
|
$260 M
|
| Ashton Thomas Private Wealth, LLC |
2019 Q1
|
4/22/2024 |
195
|
$240 M
|
| Ashton Thomas Private Wealth, LLC |
2023 Q3
|
4/22/2024 |
563
|
$1.4 B
|
| Ashton Thomas Private Wealth, LLC |
2023 Q4
|
4/22/2024 |
584
|
$1.6 B
|
| Ashton Thomas Private Wealth, LLC |
2024 Q1
|
4/22/2024 |
607
|
$1.7 B
|
| Edge Financial Advisors LLC |
2024 Q1
|
4/22/2024 |
163
|
$110 M
|
| Trellis Wealth Advisors LLC |
2024 Q1
|
4/22/2024 |
25
|
$180 M
|
| Marmo Financial Group, LLC |
2024 Q1
|
4/22/2024 |
28
|
$160 M
|
| Strategic Advisors LLC |
2024 Q1
|
4/22/2024 |
201
|
$510 M
|
| Rosenberg Matthew Hamilton |
2024 Q1
|
4/22/2024 |
849
|
$350 M
|
| Rockwood Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
81
|
$770 M
|
| America First Investment Advisors, LLC |
2024 Q1
|
4/22/2024 |
85
|
$410 M
|
| Greystone Financial Group, LLC |
2024 Q1
|
4/22/2024 |
104
|
$500 M
|
| HF Advisory Group, LLC |
2024 Q1
|
4/22/2024 |
155
|
$180 M
|
| PFG Investments, LLC |
2024 Q1
|
4/22/2024 |
1,152
|
$1.7 B
|
| Provident Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
110
|
$270 M
|
| Vivo Capital, LLC |
2024 Q1
|
4/22/2024 |
42
|
$1.3 B
|
| Family Investment Center, Inc. |
2024 Q1
|
4/22/2024 |
79
|
$310 M
|
| Centennial Wealth Advisory LLC |
2024 Q1
|
4/22/2024 |
137
|
$220 M
|
| Legacy CG, LLC |
2024 Q1
|
4/22/2024 |
42
|
$280 M
|
| Bay Rivers Group |
2024 Q1
|
4/22/2024 |
80
|
$180 M
|
| Arista Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
35
|
$130 M
|
| Harfst & Associates, Inc. |
2024 Q1
|
4/22/2024 |
30
|
$210 M
|
| BlueDrive Global Investors LLP |
2024 Q1
|
4/22/2024 |
11
|
$60 M
|
| Invera Wealth Advisors, LLC |
2023 Q4 - RESTATEMENT
|
4/22/2024 |
93
|
$160 M
|
| American Financial Advisors, LLC |
2024 Q1
|
4/22/2024 |
151
|
$710 M
|
| CORTLAND ASSOCIATES INC/MO |
2024 Q1
|
4/22/2024 |
52
|
$770 M
|
| Core Wealth Management, Inc. |
2024 Q1
|
4/22/2024 |
23
|
$230 M
|
| Creative Capital Management Investments LLC |
2023 Q3 - RESTATEMENT
|
4/22/2024 |
242
|
$150 M
|
| Intrinsic Value Partners, LLC |
2024 Q1
|
4/22/2024 |
56
|
$94 M
|
| Creative Capital Management Investments LLC |
2023 Q2 - RESTATEMENT
|
4/22/2024 |
216
|
$140 M
|
| Creative Capital Management Investments LLC |
2023 Q1 - RESTATEMENT
|
4/22/2024 |
241
|
$140 M
|
| Nilsine Partners, LLC |
2024 Q1
|
4/22/2024 |
331
|
$730 M
|
| Harbour Trust & Investment Management Co |
2024 Q1
|
4/22/2024 |
306
|
$800 M
|
| Horst & Graben Wealth Management LLC |
2024 Q1
|
4/22/2024 |
144
|
$490 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2024 Q1
|
4/22/2024 |
317
|
$360 M
|
| Sollinda Capital Management LLC |
2024 Q1
|
4/22/2024 |
56
|
$320 M
|
| QV Investors Inc. |
2024 Q1
|
4/22/2024 |
65
|
$1.2 B
|
| Outlook Wealth Advisors, LLC |
2024 Q1
|
4/22/2024 |
258
|
$320 M
|
| Sentry LLC |
2024 Q1
|
4/22/2024 |
126
|
$530 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/22/2024 |
205
|
$2.4 B
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2024 Q1
|
4/22/2024 |
438
|
$1.5 B
|
| CKW FINANCIAL GROUP |
2024 Q1
|
4/22/2024 |
227
|
$770 M
|
| Chaney Capital Management, Inc. |
2024 Q1
|
4/22/2024 |
31
|
$120 M
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
2024 Q1
|
4/22/2024 |
40
|
$760 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2024 Q1
|
4/22/2024 |
154
|
$400 M
|
| Laurel Wealth Planning LLC |
2024 Q1
|
4/22/2024 |
53
|
$150 M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2024 Q1
|
4/22/2024 |
62
|
$140 M
|
| Bay Harbor Wealth Management, LLC |
2024 Q1
|
4/22/2024 |
172
|
$280 M
|