| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2025 Q1
|
4/21/2025 |
195
|
$660 M
|
| Elser Financial Planning, Inc |
2025 Q1
|
4/21/2025 |
66
|
$72 M
|
| XY Planning Network, Inc. |
2025 Q1
|
4/21/2025 |
102
|
$150 M
|
| Dale Q Rice Investment Management Ltd |
2025 Q1
|
4/21/2025 |
93
|
$190 M
|
| PFG Investments, LLC |
2025 Q1
|
4/21/2025 |
1,017
|
$1.6 B
|
| Cordant, Inc. |
2025 Q1
|
4/21/2025 |
110
|
$190 M
|
| Mizuho Securities Co. Ltd. |
2025 Q1
|
4/21/2025 |
50
|
$8.4 M
|
| MN Wealth Advisors, LLC |
2025 Q1
|
4/21/2025 |
106
|
$170 M
|
| ROMAN BUTLER FULLERTON & CO |
2025 Q1
|
4/21/2025 |
221
|
$260 M
|
| HOGE FINANCIAL SERVICES, LLC |
2025 Q1
|
4/21/2025 |
57
|
$140 M
|
| Newton One Investments LLC |
2025 Q1
|
4/21/2025 |
118
|
$280 M
|
| Pegasus Asset Management, Inc. |
2025 Q1
|
4/21/2025 |
64
|
$250 M
|
| S. R. Schill & Associates |
2025 Q1
|
4/21/2025 |
29
|
$130 M
|
| PUZO MICHAEL J |
2025 Q1
|
4/21/2025 |
322
|
$350 M
|
| CITIZENS & NORTHERN CORP |
2025 Q1
|
4/21/2025 |
118
|
$350 M
|
| Meriwether Wealth & Planning, LLC |
2025 Q1
|
4/21/2025 |
123
|
$150 M
|
| CPA Asset Management LLC |
2025 Q1
|
4/21/2025 |
84
|
$230 M
|
| L.M. KOHN & COMPANY |
2025 Q1
|
4/21/2025 |
275
|
$380 M
|
| BRADY FAMILY WEALTH, LLC |
2025 Q1
|
4/21/2025 |
113
|
$310 M
|
| Riverwater Partners LLC |
2025 Q1
|
4/21/2025 |
202
|
$190 M
|
| KRAFT ASSET MANAGEMENT, LLC |
2025 Q1
|
4/21/2025 |
46
|
$110 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/21/2025 |
135
|
$180 M
|
| STABLEFORD CAPITAL II LLC |
2025 Q1
|
4/21/2025 |
113
|
$240 M
|
| Sincerus Advisory, LLC |
2025 Q1
|
4/21/2025 |
63
|
$95 M
|
| Martin Worley Group |
2025 Q1
|
4/21/2025 |
83
|
$180 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2025 Q1
|
4/21/2025 |
395
|
$490 M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2025 Q1
|
4/21/2025 |
2,826
|
$270 M
|
| Abundance Wealth Counselors |
2025 Q1
|
4/21/2025 |
151
|
$480 M
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q1
|
4/21/2025 |
212
|
$1.7 B
|
| RF&L WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/21/2025 |
58
|
$140 M
|
| Good Steward Wealth Advisors,LLC |
2025 Q1
|
4/21/2025 |
127
|
$110 M
|
| ALTA CAPITAL MANAGEMENT LLC/ |
2025 Q1
|
4/21/2025 |
88
|
$1.5 B
|
| Vanderbilt University |
2025 Q1
|
4/21/2025 |
77
|
$520 M
|
| WJ Interests, LLC |
2025 Q1
|
4/21/2025 |
23
|
$220 M
|
| Retirement Systems of Alabama |
2025 Q1
|
4/21/2025 |
945
|
$26 B
|
| MEANS INVESTMENT CO., INC. |
2025 Q1
|
4/21/2025 |
192
|
$940 M
|
| Clear Point Advisors Inc. |
2025 Q1
|
4/21/2025 |
106
|
$110 M
|
| Clark & Stuart, Inc |
2025 Q1
|
4/21/2025 |
43
|
$140 M
|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2025 Q1
|
4/21/2025 |
149
|
$330 M
|
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2025 Q1
|
4/21/2025 |
27
|
$150 M
|
| Roberts Wealth Advisors, LLC |
2025 Q1
|
4/21/2025 |
99
|
$320 M
|
| Trifecta Capital Advisors, LLC |
2025 Q1
|
4/21/2025 |
413
|
$480 M
|
| DecisionMap Wealth Management, LLC |
2025 Q1
|
4/21/2025 |
118
|
$130 M
|
| Kentucky Trust Co |
2025 Q1
|
4/21/2025 |
299
|
$170 M
|
| True Link Financial Advisors, LLC |
2025 Q1
|
4/21/2025 |
94
|
$1.3 B
|
| Flagstone Financial Management |
2025 Q1
|
4/21/2025 |
53
|
$310 M
|
| Cherry Tree Wealth Management, LLC |
2025 Q1
|
4/21/2025 |
756
|
$410 M
|
| LifeGoal Wealth Advisors |
2025 Q1
|
4/21/2025 |
63
|
$93 M
|
| OLD SECOND NATIONAL BANK OF AURORA |
2025 Q1
|
4/21/2025 |
431
|
$420 M
|
| RIVERBRIDGE PARTNERS LLC |
2025 Q1
|
4/21/2025 |
180
|
$6.2 B
|
| Provident Wealth Management, LLC |
2025 Q1
|
4/21/2025 |
136
|
$290 M
|
| Siligmueller & Norvid Wealth Advisors LLC |
2025 Q1
|
4/21/2025 |
92
|
$240 M
|
| LongView Wealth Management |
2025 Q1
|
4/21/2025 |
201
|
$330 M
|
| O'Dell Group, LLC |
2025 Q1
|
4/21/2025 |
33
|
$390 M
|
| Colony Family Offices, LLC |
2025 Q1
|
4/21/2025 |
70
|
$320 M
|
| Five Pine Wealth Management |
2025 Q1
|
4/21/2025 |
38
|
$120 M
|
| River Street Advisors LLC |
2025 Q1
|
4/21/2025 |
221
|
$200 M
|
| PhiloSmith Capital Corp |
2025 Q1
|
4/21/2025 |
61
|
$360 M
|
| Avior Wealth Management, LLC |
2025 Q1
|
4/21/2025 |
736
|
$2.6 B
|
| ORG Partners LLC |
2025 Q1
|
4/21/2025 |
30,873
|
$410 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2025 Q1
|
4/21/2025 |
101
|
$130 M
|
| Investment Research & Advisory Group, Inc. |
2025 Q1
|
4/21/2025 |
250
|
$240 M
|
| Blue Trust, Inc. |
2025 Q1
|
4/21/2025 |
4,106
|
$7.8 B
|
| Merrion Investment Management Co, LLC |
2025 Q1
|
4/21/2025 |
98
|
$140 M
|
| Brady Martz Wealth Solutions, LLC |
2025 Q1
|
4/21/2025 |
139
|
$440 M
|
| CLG LLC |
2025 Q1
|
4/21/2025 |
120
|
$290 M
|
| Autumn Glory Partners, LLC |
2025 Q1
|
4/21/2025 |
214
|
$200 M
|
| Advisory Resource Group |
2025 Q1
|
4/21/2025 |
162
|
$490 M
|
| ERn Financial, LLC |
2025 Q1
|
4/21/2025 |
180
|
$630 M
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2025 Q1
|
4/21/2025 |
443
|
$660 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2025 Q1
|
4/21/2025 |
143
|
$1.3 B
|
| Matthew Goff Investment Advisor, LLC |
2025 Q1
|
4/21/2025 |
104
|
$540 M
|
| Strategic Point Investment Advisors, LLC |
2025 Q1
|
4/21/2025 |
35
|
$600 M
|
| COMPASS CAPITAL CORP /MA/ /ADV |
2025 Q1
|
4/21/2025 |
186
|
$190 M
|
| HCR Wealth Advisors |
2025 Q1
|
4/21/2025 |
230
|
$770 M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2025 Q1
|
4/21/2025 |
174
|
$260 M
|
| Curran Financial Partners, LLC |
2025 Q1
|
4/21/2025 |
100
|
$410 M
|
| Bricktown Capital, LLC |
2025 Q1
|
4/21/2025 |
26
|
$530 M
|
| GFS Advisors, LLC |
2025 Q1
|
4/21/2025 |
122
|
$500 M
|
| SILVER OAK SECURITIES, INCORPORATED |
2025 Q1
|
4/21/2025 |
654
|
$1.1 B
|
| Mithaq Capital SPC |
2025 Q1
|
4/21/2025 |
4
|
$410 M
|
| United Advisor Group, LLC |
2025 Q1
|
4/21/2025 |
346
|
$490 M
|
| Hartford Financial Management Inc. |
2025 Q1
|
4/21/2025 |
359
|
$480 M
|
| ORG Wealth Partners, LLC |
2025 Q1
|
4/21/2025 |
9,567
|
$330 M
|
| TTP Investments, Inc. |
2025 Q1
|
4/21/2025 |
37
|
$240 M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2025 Q1
|
4/21/2025 |
49
|
$180 M
|
| PLIMOTH TRUST CO LLC |
2025 Q1
|
4/21/2025 |
306
|
$380 M
|
| Trivant Custom Portfolio Group, LLC |
2025 Q1
|
4/21/2025 |
8,837
|
$170 M
|
| Premier Path Wealth Partners, LLC |
2025 Q1
|
4/21/2025 |
372
|
$640 M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2025 Q1
|
4/21/2025 |
37
|
$480 M
|
| Heartwood Wealth Advisors LLC |
2025 Q1
|
4/21/2025 |
173
|
$880 M
|
| Friedenthal Financial |
2025 Q1
|
4/21/2025 |
212
|
$170 M
|
| Janney Capital Management LLC |
2025 Q1
|
4/21/2025 |
229
|
$1.5 B
|
| Montz Harcus Wealth Management LLC |
2025 Q1
|
4/21/2025 |
78
|
$180 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2025 Q1
|
4/21/2025 |
97
|
$340 M
|
| DB Fitzpatrick & Co, Inc |
2025 Q1
|
4/21/2025 |
98
|
$110 M
|
| MGO Private Wealth, LLC |
2025 Q1
|
4/21/2025 |
55
|
$140 M
|
| WestHill Financial Advisors, Inc. |
2025 Q1
|
4/21/2025 |
73
|
$440 M
|
| BostonPremier Wealth LLC |
2025 Q1
|
4/21/2025 |
58
|
$160 M
|
| HFG Advisors, Inc. |
2025 Q1
|
4/21/2025 |
94
|
$120 M
|