| LVZ, Inc. |
2025 Q1
|
4/22/2025, 02:48 PM |
148
|
$762M
|
| Flower City Capital |
2025 Q1
|
4/22/2025, 02:46 PM |
38
|
$152M
|
| Ohio National Investments, Inc. |
2025 Q1
|
4/22/2025, 02:39 PM |
20
|
$2.11B
|
| VERITY Wealth Advisors |
2025 Q1
|
4/22/2025, 02:38 PM |
72
|
$135M
|
| Integrity Wealth Solutions LLC |
2025 Q1
|
4/22/2025, 02:29 PM |
105
|
$185M
|
| Kentucky Retirement Systems Insurance Trust Fund |
2025 Q1
|
4/22/2025, 02:28 PM |
493
|
$1.4B
|
| MANNING & NAPIER ADVISORS LLC |
2025 Q1
|
4/22/2025, 02:24 PM |
287
|
$8.1B
|
| Kentucky Retirement Systems |
2025 Q1
|
4/22/2025, 02:23 PM |
504
|
$3.28B
|
| Vantage Investment Partners, LLC |
2025 Q1
|
4/22/2025, 02:22 PM |
64
|
$1.19B
|
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q1
|
4/22/2025, 02:19 PM |
249
|
$1.53B
|
| Consolidated Investment Group LLC |
2025 Q1
|
4/22/2025, 02:18 PM |
68
|
$653M
|
| ATMOS ADVISORY, LLC |
2025 Q1
|
4/22/2025, 02:13 PM |
20
|
$149M
|
| Center for Financial Planning, Inc. |
2025 Q1
|
4/22/2025, 02:12 PM |
700
|
$783M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2025 Q1
|
4/22/2025, 02:09 PM |
71
|
$570M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2025 Q1
|
4/22/2025, 02:07 PM |
113
|
$179M
|
| Portfolio Strategies, Inc. |
2025 Q1
|
4/22/2025, 02:06 PM |
47
|
$646M
|
| HARVEY INVESTMENT CO LLC |
2025 Q1
|
4/22/2025, 02:04 PM |
101
|
$901M
|
| MAD RIVER INVESTORS |
2025 Q1
|
4/22/2025, 01:57 PM |
24
|
$236M
|
| OxenFree Capital LLC |
2025 Q1
|
4/22/2025, 01:55 PM |
42
|
$131M
|
| MinichMacGregor Wealth Management, LLC |
2025 Q1
|
4/22/2025, 01:52 PM |
125
|
$446M
|
| Synergy Asset Management, LLC |
2025 Q1
|
4/22/2025, 01:51 PM |
171
|
$793M
|
| Altrius Capital Management Inc |
2025 Q1
|
4/22/2025, 01:49 PM |
86
|
$411M
|
| Envision Financial LLC |
2025 Q1
|
4/22/2025, 01:48 PM |
40
|
$133M
|
| H&H Retirement Design & Management INC |
2025 Q1
|
4/22/2025, 01:45 PM |
76
|
$150M
|
| Crews Bank & Trust |
2025 Q1
|
4/22/2025, 01:44 PM |
609
|
$586M
|
| Buck Wealth Strategies, LLC |
2025 Q1
|
4/22/2025, 01:42 PM |
124
|
$550M
|
| Hillcrest Wealth Advisors - NY, LLC |
2025 Q1
|
4/22/2025, 01:40 PM |
48
|
$202M
|
| SAGE FINANCIAL GROUP INC |
2025 Q1
|
4/22/2025, 01:37 PM |
102
|
$1.24B
|
| FSC Wealth Advisors, LLC |
2025 Q1
|
4/22/2025, 01:34 PM |
260
|
$152M
|
| DEERE & CO |
2025 Q1
|
4/22/2025, 01:32 PM |
0
|
$0
|
| Ellis Investment Partners, LLC |
2025 Q1
|
4/22/2025, 01:31 PM |
234
|
$484M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2025 Q1
|
4/22/2025, 01:30 PM |
228
|
$345M
|
| Cross Staff Investments Inc |
2025 Q1
|
4/22/2025, 01:28 PM |
122
|
$132M
|
| Cohalo Advisory LLC |
2025 Q1
|
4/22/2025, 01:25 PM |
13
|
$1.36M
|
| Moisand Fitzgerald Tamayo, LLC |
2025 Q1
|
4/22/2025, 01:15 PM |
584
|
$723M
|
| Axos Invest Inc. |
2025 Q1
|
4/22/2025, 01:12 PM |
22
|
$129M
|
| SK Wealth Management, LLC |
2025 Q1
|
4/22/2025, 01:01 PM |
73
|
$186M
|
| DIXON FNANCIAL SERVICES, INC. |
2025 Q1
|
4/22/2025, 01:00 PM |
38
|
$185M
|
| INNEALTA CAPITAL, LLC |
2025 Q1
|
4/22/2025, 12:59 PM |
116
|
$185M
|
| Bright Futures Wealth Management, LLC. |
2025 Q1
|
4/22/2025, 12:56 PM |
109
|
$91.2M
|
| Merkkuri Wealth Advisors LLC |
2025 Q1
|
4/22/2025, 12:53 PM |
82
|
$117M
|
| MPS Loria Financial Planners, LLC |
2025 Q1
|
4/22/2025, 12:50 PM |
80
|
$337M
|
| Envision Financial LLC |
2024 Q4 - Restatement
|
4/22/2025, 12:49 PM |
38
|
$125M
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q1
|
4/22/2025, 12:46 PM |
105
|
$906M
|
| TT Capital Management LLC |
2025 Q1
|
4/22/2025, 12:43 PM |
68
|
$119M
|
| Brendel Financial Advisors LLC |
2025 Q1
|
4/22/2025, 12:39 PM |
91
|
$165M
|
| Rappaport Reiches Capital Management, LLC |
2025 Q1
|
4/22/2025, 12:38 PM |
122
|
$400M
|
| Running Oak Capital LLC |
2025 Q1
|
4/22/2025, 12:36 PM |
56
|
$829M
|
| Brickwood Asset Management LLP |
2025 Q1
|
4/22/2025, 12:32 PM |
5
|
$130M
|
| Shum Financial Group, Inc. |
2025 Q1
|
4/22/2025, 12:29 PM |
89
|
$116M
|
| Heartland Bank & Trust Co |
2025 Q1
|
4/22/2025, 12:27 PM |
161
|
$195M
|
| Cyr Financial Inc. |
2025 Q1
|
4/22/2025, 12:18 PM |
51
|
$100M
|
| NorthRock Partners, LLC |
2024 Q4 - Restatement
|
4/22/2025, 12:17 PM |
765
|
$3.06B
|
| Midwest Financial Group LLC |
2025 Q1
|
4/22/2025, 12:16 PM |
108
|
$172M
|
| NorthRock Partners, LLC |
2024 Q3 - Restatement
|
4/22/2025, 12:11 PM |
826
|
$3.04B
|
| Masso Torrence Wealth Management Inc. |
2025 Q1
|
4/22/2025, 12:09 PM |
99
|
$187M
|
| Chico Wealth RIA |
2025 Q1
|
4/22/2025, 12:06 PM |
30
|
$115M
|
| NorthRock Partners, LLC |
2024 Q2 - Restatement
|
4/22/2025, 12:06 PM |
800
|
$2.66B
|
| ABSHER WEALTH MANAGEMENT, LLC |
2025 Q1
|
4/22/2025, 12:03 PM |
68
|
$763M
|
| NorthRock Partners, LLC |
2024 Q1 - Restatement
|
4/22/2025, 11:59 AM |
804
|
$2.57B
|
| Sivik Global Healthcare LLC |
2025 Q1
|
4/22/2025, 11:58 AM |
29
|
$183M
|
| TT International Asset Management LTD |
2025 Q1
|
4/22/2025, 11:58 AM |
54
|
$664M
|
| NorthRock Partners, LLC |
2023 Q4 - Restatement
|
4/22/2025, 11:54 AM |
743
|
$2.37B
|
| First PREMIER Bank |
2025 Q1
|
4/22/2025, 11:51 AM |
394
|
$394M
|
| Burt Wealth Advisors |
2025 Q1
|
4/22/2025, 11:47 AM |
110
|
$399M
|
| Garde Capital, Inc. |
2025 Q1
|
4/22/2025, 11:42 AM |
804
|
$1.75B
|
| FISHMAN JAY A LTD/MI |
2025 Q1
|
4/22/2025, 11:41 AM |
81
|
$916M
|
| UNION SAVINGS BANK |
2025 Q1
|
4/22/2025, 11:31 AM |
307
|
$205M
|
| Applied Capital LLC |
2025 Q1
|
4/22/2025, 11:22 AM |
47
|
$204M
|
| CULLINAN ASSOCIATES INC |
2025 Q1
|
4/22/2025, 11:18 AM |
216
|
$1.41B
|
| INCOME RESEARCH & MANAGEMENT |
2025 Q1
|
4/22/2025, 11:13 AM |
27
|
$235M
|
| Inlight Wealth Management, LLC |
2025 Q1
|
4/22/2025, 11:09 AM |
288
|
$160M
|
| Lighthouse Wealth Management Inc. |
2025 Q1
|
4/22/2025, 11:06 AM |
38
|
$109M
|
| INTACT INVESTMENT MANAGEMENT INC. |
2025 Q1
|
4/22/2025, 11:04 AM |
314
|
$2.92B
|
| Savior LLC |
2025 Q1
|
4/22/2025, 10:59 AM |
14
|
$16.6M
|
| First American Bank |
2025 Q1
|
4/22/2025, 10:59 AM |
165
|
$1.35B
|
| Tower View Wealth Management LLC |
2025 Q1
|
4/22/2025, 10:54 AM |
186
|
$172M
|
| RFP Financial Group LLC |
2025 Q1
|
4/22/2025, 10:52 AM |
122
|
$249M
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q1
|
4/22/2025, 10:47 AM |
32
|
$299M
|
| Center For Asset Management LLC |
2025 Q1
|
4/22/2025, 10:41 AM |
130
|
$164M
|
| Nilsine Partners, LLC |
2025 Q1
|
4/22/2025, 10:40 AM |
359
|
$912M
|
| Bernardo Wealth Planning LLC |
2025 Q1
|
4/22/2025, 10:40 AM |
113
|
$418M
|
| Bonfire Financial |
2025 Q1
|
4/22/2025, 10:36 AM |
49
|
$108M
|
| Canton Hathaway, LLC |
2025 Q1
|
4/22/2025, 10:32 AM |
268
|
$495M
|
| Brewster Financial Planning LLC |
2025 Q1
|
4/22/2025, 10:30 AM |
25
|
$135M
|
| Register Financial Advisors LLC |
2025 Q1
|
4/22/2025, 10:29 AM |
304
|
$192M
|
| Cobblestone Asset Management LLC |
2025 Q1
|
4/22/2025, 10:26 AM |
61
|
$171M
|
| WOODMONT INVESTMENT COUNSEL LLC |
2025 Q1
|
4/22/2025, 10:18 AM |
270
|
$1.38B
|
| Sawyer & Company, Inc |
2025 Q1
|
4/22/2025, 10:14 AM |
175
|
$248M
|
| Suncoast Equity Management |
2025 Q1
|
4/22/2025, 10:14 AM |
82
|
$885M
|
| Hubbell Strickland Wealth Management, LLC |
2025 Q1
|
4/22/2025, 10:10 AM |
78
|
$211M
|
| Weaver Capital Management LLC |
2025 Q1
|
4/22/2025, 10:10 AM |
180
|
$375M
|
| GARLAND CAPITAL MANAGEMENT INC |
2025 Q1
|
4/22/2025, 09:53 AM |
28
|
$107M
|
| Clio Asset Management LLC |
2025 Q1
|
4/22/2025, 09:47 AM |
14
|
$126M
|
| Marietta Wealth Management, LLC |
2025 Q1
|
4/22/2025, 09:44 AM |
108
|
$681M
|
| DELTEC ASSET MANAGEMENT LLC |
2025 Q1
|
4/22/2025, 09:39 AM |
164
|
$465M
|
| WORLD EQUITY GROUP, INC. |
2025 Q1
|
4/22/2025, 09:31 AM |
300
|
$350M
|
| CONTINUUM WEALTH ADVISORS, LLC |
2025 Q1
|
4/22/2025, 09:26 AM |
56
|
$195M
|
| Monte Financial Group, LLC |
2025 Q1
|
4/22/2025, 09:15 AM |
82
|
$228M
|
| Connective Portfolio Management, LLC |
2025 Q1
|
4/22/2025, 09:15 AM |
25
|
$29.6M
|