| A. D. Beadell Investment Counsel, Inc. |
2025 Q1
|
4/11/2025 |
85
|
$120 M
|
| Disciplined Investments, LLC |
2025 Q1
|
4/11/2025 |
126
|
$220 M
|
| StoneCrest Wealth Management, Inc. |
2025 Q1
|
4/11/2025 |
66
|
$160 M
|
| Horizon Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
104
|
$590 M
|
| Tower Wealth Partners, Inc. |
2025 Q1
|
4/11/2025 |
76
|
$190 M
|
| FORTRESS FINANCIAL GROUP, LLC |
2025 Q1
|
4/11/2025 |
69
|
$100 M
|
| Constitution Capital LLC |
2025 Q1
|
4/11/2025 |
60
|
$180 M
|
| FIRST NATIONAL CORP /MA/ /ADV |
2025 Q1
|
4/11/2025 |
160
|
$450 M
|
| EVEXIA WEALTH LLC |
2025 Q1
|
4/11/2025 |
74
|
$280 M
|
| Chemistry Wealth Management LLC |
2025 Q1
|
4/11/2025 |
185
|
$430 M
|
| Elk River Wealth Management, LLC |
2025 Q1
|
4/11/2025 |
93
|
$530 M
|
| DHK Financial Advisors, Inc. |
2025 Q1
|
4/11/2025 |
90
|
$180 M
|
| CONSILIO WEALTH ADVISORS, LLC |
2025 Q1
|
4/11/2025 |
72
|
$240 M
|
| CORA CAPITAL ADVISORS LLC |
2025 Q1
|
4/11/2025 |
107
|
$210 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q1
|
4/11/2025 |
95
|
$540 M
|
| HERBST GROUP, LLC |
2025 Q1
|
4/11/2025 |
53
|
$140 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2025 Q1
|
4/11/2025 |
102
|
$1.2 B
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q1
|
4/11/2025 |
71
|
$140 M
|
| Pinnacle Wealth Management Group, Inc. |
2025 Q1
|
4/11/2025 |
105
|
$140 M
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q1
|
4/11/2025 |
101
|
$320 M
|
| Northwest Financial Advisors |
2025 Q1
|
4/11/2025 |
119
|
$120 M
|
| Hudson Capital Management LLC |
2025 Q1
|
4/11/2025 |
65
|
$330 M
|
| 626 Financial, LLC |
2025 Q1
|
4/11/2025 |
106
|
$190 M
|
| Choice Wealth Advisors, LLC |
2025 Q1
|
4/11/2025 |
29
|
$190 M
|
| Ridgemont Partners Management, LLC |
2025 Q1
|
4/11/2025 |
1
|
$38 M
|
| Medicxi Ventures Management (Jersey) Ltd |
2025 Q1
|
4/11/2025 |
5
|
$440 M
|
| Fischer Financial Services, Inc. |
2024 Q4
|
4/11/2025 |
64
|
$320 M
|
| Insight Advisors, LLC/ PA |
2025 Q1
|
4/11/2025 |
282
|
$570 M
|
| KRS Capital Management, LLC |
2025 Q1
|
4/11/2025 |
101
|
$130 M
|
| Atwater Malick LLC |
2025 Q1
|
4/11/2025 |
78
|
$300 M
|
| NIPPON LIFE INSURANCE CO |
2025 Q1
|
4/11/2025 |
4
|
$6.3 M
|
| Aquamarine Zurich AG |
2025 Q1
|
4/11/2025 |
14
|
$290 M
|
| Curat Global, LLC |
2025 Q1
|
4/11/2025 |
306
|
$82 M
|
| Generali Investments, Management Co LLC |
2025 Q1
|
4/11/2025 |
140
|
$350 M
|
| E. Ohman J:or Asset Management AB |
2025 Q1
|
4/11/2025 |
414
|
$3.8 B
|
| CALEDONIA INVESTMENTS PLC |
2025 Q1
|
4/11/2025 |
14
|
$860 M
|
| Enclave Advisors LLC |
2025 Q1
|
4/10/2025 |
112
|
$590 M
|
| ACT WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/10/2025 |
52
|
$220 M
|
| Mason & Associates, LLC |
2025 Q1
|
4/10/2025 |
39
|
$350 M
|
| Signal Advisors Wealth, LLC |
2025 Q1
|
4/10/2025 |
430
|
$1.0 B
|
| Safeguard Financial, LLC |
2025 Q1
|
4/10/2025 |
105
|
$460 M
|
| COOPER INVESTORS PTY LTD |
2024 Q4
|
4/10/2025 |
45
|
$630 M
|
| COOPER INVESTORS PTY LTD |
2024 Q2
|
4/10/2025 |
44
|
$660 M
|
| COOPER INVESTORS PTY LTD |
2024 Q3
|
4/10/2025 |
42
|
$670 M
|
| Oak Asset Management, LLC |
2025 Q1
|
4/10/2025 |
101
|
$270 M
|
| Annex Advisory Services, LLC |
2025 Q1
|
4/10/2025 |
309
|
$3.5 B
|
| RPOA Advisors, Inc. |
2025 Q1
|
4/10/2025 |
8
|
$3.7 B
|
| West Coast Financial LLC |
2025 Q1
|
4/10/2025 |
162
|
$880 M
|
| Armstrong, Fleming & Moore, Inc |
2025 Q1
|
4/10/2025 |
79
|
$83 M
|
| Vest Financial, LLC |
2025 Q1
|
4/10/2025 |
554
|
$6.4 B
|
| Fjell Capital, LLC |
2025 Q1
|
4/10/2025 |
51
|
$99 M
|
| AMI INVESTMENT MANAGEMENT INC |
2025 Q1
|
4/10/2025 |
68
|
$310 M
|
| Foster Group, Inc. |
2025 Q1
|
4/10/2025 |
224
|
$2.7 B
|
| Harbor Group, Inc. |
2025 Q1
|
4/10/2025 |
96
|
$500 M
|
| Edge Wealth Management LLC |
2025 Q1
|
4/10/2025 |
82
|
$490 M
|
| Prosperity Planning, Inc. |
2025 Q1
|
4/10/2025 |
104
|
$320 M
|
| Ullmann Wealth Partners Group, LLC |
2025 Q1
|
4/10/2025 |
137
|
$750 M
|
| MRA Advisory Group |
2025 Q1
|
4/10/2025 |
130
|
$190 M
|
| Riverview Trust Co |
2025 Q1
|
4/10/2025 |
654
|
$100 M
|
| BONNESS ENTERPRISES INC |
2025 Q1
|
4/10/2025 |
57
|
$310 M
|
| Boltwood Capital Management |
2025 Q1
|
4/10/2025 |
170
|
$330 M
|
| LAKE STREET PRIVATE WEALTH, LLC |
2025 Q1
|
4/10/2025 |
246
|
$610 M
|
| ACT Advisors, LLC. |
2025 Q1
|
4/10/2025 |
57
|
$180 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2025 Q1
|
4/10/2025 |
118
|
$370 M
|
| Diligent Investors, LLC |
2025 Q1
|
4/10/2025 |
362
|
$410 M
|
| Trinity Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
53
|
$220 M
|
| KWB Wealth |
2025 Q1
|
4/10/2025 |
149
|
$830 M
|
| LMCG INVESTMENTS, LLC |
2025 Q1
|
4/10/2025 |
316
|
$1.5 B
|
| Cypress Wealth Services, LLC |
2025 Q1
|
4/10/2025 |
284
|
$490 M
|
| Fluent Financial, LLC |
2025 Q1
|
4/10/2025 |
59
|
$230 M
|
| Wealth Management Partners, LLC |
2025 Q1
|
4/10/2025 |
114
|
$220 M
|
| Maltin Wealth Management, Inc. |
2025 Q1
|
4/10/2025 |
130
|
$210 M
|
| Gilman Hill Asset Management, LLC |
2025 Q1
|
4/10/2025 |
219
|
$580 M
|
| Fermata Advisors, LLC |
2025 Q1
|
4/10/2025 |
285
|
$550 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2025 Q1
|
4/10/2025 |
12
|
$120 M
|
| Gainplan LLC |
2025 Q1
|
4/10/2025 |
47
|
$150 M
|
| Wealth Group Ltd |
2025 Q1
|
4/10/2025 |
66
|
$340 M
|
| Systrade AG |
2025 Q1
|
4/10/2025 |
13
|
$72 M
|
| Breakwater Capital Group |
2025 Q1
|
4/10/2025 |
326
|
$560 M
|
| Retirement Planning Group, LLC |
2025 Q1
|
4/10/2025 |
296
|
$2.1 B
|
| Retireful, LLC |
2025 Q1
|
4/10/2025 |
92
|
$110 M
|
| CHATHAM CAPITAL GROUP, INC. |
2025 Q1
|
4/10/2025 |
194
|
$600 M
|
| Chesley Taft & Associates LLC |
2025 Q1
|
4/10/2025 |
330
|
$2.1 B
|
| Charles Schwab Trust Co |
2025 Q1
|
4/10/2025 |
166
|
$1.2 B
|
| Salvus Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
121
|
$160 M
|
| Thrive Wealth Management, LLC |
2025 Q1
|
4/10/2025 |
219
|
$520 M
|
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2025 Q1
|
4/10/2025 |
125
|
$520 M
|
| AMS Capital Ltda |
2025 Q1
|
4/10/2025 |
16
|
$240 M
|
| St. Clair Advisors, LLC |
2024 Q3
|
4/10/2025 |
78
|
$350 M
|
| St. Clair Advisors, LLC |
2024 Q2
|
4/10/2025 |
76
|
$310 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q1
|
4/10/2025 |
|
$0
|
| St. Clair Advisors, LLC |
2024 Q1
|
4/10/2025 |
79
|
$310 M
|
| Ledgewood Wealth Advisors, LLC |
2024 Q4
|
4/10/2025 |
69
|
$150 M
|
| St. Clair Advisors, LLC |
2023 Q4
|
4/10/2025 |
79
|
$290 M
|
| Steigerwald, Gordon & Koch Inc. |
2025 Q1
|
4/10/2025 |
118
|
$900 M
|
| St. Clair Advisors, LLC |
2023 Q3
|
4/10/2025 |
79
|
$250 M
|
| Sugar Maple Asset Management, LLC |
2025 Q1
|
4/10/2025 |
66
|
$130 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2025 Q1
|
4/10/2025 |
398
|
$1.1 B
|
| LS Investment Advisors, LLC |
2025 Q1
|
4/10/2025 |
129
|
$650 M
|
| St. Clair Advisors, LLC |
2023 Q2
|
4/10/2025 |
79
|
$260 M
|