| City Holding Co |
2025 Q1
|
4/14/2025, 03:34 PM |
609
|
$710M
|
| Millington Financial Advisors, LLC |
2025 Q1
|
4/14/2025, 03:34 PM |
86
|
$163M
|
| Rheos Capital Works Inc. |
2025 Q1
|
4/14/2025, 03:32 PM |
67
|
$1.23B
|
| Destiny Wealth Partners, LLC |
2025 Q1
|
4/14/2025, 03:26 PM |
162
|
$630M
|
| Deane Retirement Strategies, Inc. |
2025 Q1
|
4/14/2025, 03:17 PM |
71
|
$210M
|
| Range Financial Group LLC |
2025 Q1
|
4/14/2025, 03:13 PM |
180
|
$225M
|
| CJM Wealth Advisers, Ltd. |
2025 Q1
|
4/14/2025, 03:11 PM |
67
|
$283M
|
| Portside Wealth Group, LLC |
2025 Q1 - Restatement
|
4/14/2025, 03:11 PM |
419
|
$612M
|
| CMH Wealth Management LLC |
2025 Q1
|
4/14/2025, 03:10 PM |
55
|
$399M
|
| Portside Wealth Group, LLC |
2024 Q4 - Restatement
|
4/14/2025, 03:09 PM |
407
|
$604M
|
| Moss Adams Wealth Advisors LLC |
2025 Q1
|
4/14/2025, 03:09 PM |
217
|
$950M
|
| Wiser Wealth Management, Inc |
2025 Q1
|
4/14/2025, 03:03 PM |
49
|
$356M
|
| Courier Capital Llc |
2025 Q1
|
4/14/2025, 02:58 PM |
373
|
$1.53B
|
| Wela Strategies, Inc. |
2025 Q1
|
4/14/2025, 02:52 PM |
52
|
$237M
|
| Strategic Wealth Investment Group, LLC |
2025 Q1
|
4/14/2025, 02:49 PM |
47
|
$57.5M
|
| Wesbanco Bank Inc |
2025 Q1
|
4/14/2025, 02:38 PM |
617
|
$2.88B
|
| Centricity Wealth Management, LLC |
2025 Q1
|
4/14/2025, 02:31 PM |
449
|
$110M
|
| NewSquare Capital LLC |
2025 Q1
|
4/14/2025, 02:30 PM |
1148
|
$1.23B
|
| Selective Wealth Management, Inc. |
2025 Q1
|
4/14/2025, 02:29 PM |
104
|
$230M
|
| Greystone Financial Group, LLC |
2025 Q1
|
4/14/2025, 02:26 PM |
99
|
$551M
|
| Toth Financial Advisory Corp |
2025 Q1
|
4/14/2025, 02:24 PM |
702
|
$830M
|
| Baldwin Wealth Partners Llc/Ma |
2025 Q1
|
4/14/2025, 02:15 PM |
228
|
$1.43B
|
| Shorepath Capital Management LLC |
2025 Q1
|
4/14/2025, 02:06 PM |
23
|
$133M
|
| Fenimore Asset Management Inc |
2025 Q1
|
4/14/2025, 02:06 PM |
91
|
$4.72B
|
| Foundation Resource Management Inc |
2025 Q1
|
4/14/2025, 02:06 PM |
50
|
$634M
|
| Vert Asset Management LLC |
2025 Q1
|
4/14/2025, 01:56 PM |
45
|
$291M
|
| Outlook Wealth Advisors, LLC |
2025 Q1
|
4/14/2025, 01:47 PM |
262
|
$359M
|
| Werlinich Asset Management, LLC |
2025 Q1
|
4/14/2025, 01:43 PM |
59
|
$157M
|
| Pillar Wealth Advisors, LLC |
2025 Q1
|
4/14/2025, 01:42 PM |
0
|
$0
|
| Black Point Wealth Management |
2025 Q1
|
4/14/2025, 01:36 PM |
13
|
$17.3M
|
| Cherrydale Wealth Management, Llc |
2025 Q1
|
4/14/2025, 01:36 PM |
73
|
$253M
|
| McDonough Capital Management, Inc |
2025 Q1
|
4/14/2025, 01:35 PM |
48
|
$153M
|
| First Citizens Bank & Trust Co |
2025 Q1
|
4/14/2025, 01:34 PM |
510
|
$3.86B
|
| Financial Designs Corp |
2025 Q1
|
4/14/2025, 01:31 PM |
20
|
$144M
|
| McCarthy & Cox |
2025 Q1
|
4/14/2025, 01:31 PM |
61
|
$230M
|
| Sherman Asset Management, Inc. |
2025 Q1
|
4/14/2025, 01:30 PM |
152
|
$105M
|
| Ahl Investment Management, Inc. |
2025 Q1
|
4/14/2025, 01:29 PM |
68
|
$145M
|
| Camelot Technology Advisors, Inc. |
2025 Q1
|
4/14/2025, 01:20 PM |
51
|
$108M
|
| Cabot-Wellington, LLC |
2025 Q1
|
4/14/2025, 01:14 PM |
5
|
$271M
|
| Single Point Partners, LLC |
2025 Q1
|
4/14/2025, 01:11 PM |
87
|
$425M
|
| Priebe Wealth Holdings LLC |
2025 Q1
|
4/14/2025, 01:10 PM |
77
|
$160M
|
| Abacus Planning Group, Inc. |
2025 Q1
|
4/14/2025, 12:55 PM |
236
|
$571M
|
| Compass Planning Associates Inc |
2025 Q1
|
4/14/2025, 12:55 PM |
131
|
$98.9M
|
| Tanglewood Wealth Management, Inc. |
2025 Q1
|
4/14/2025, 12:46 PM |
36
|
$889M
|
| Ironwood Wealth Management, Inc. |
2025 Q1
|
4/14/2025, 12:38 PM |
22
|
$192M
|
| Capital Investment Advisors, LLC |
2025 Q1
|
4/14/2025, 12:33 PM |
681
|
$5.11B
|
| Cedar Mountain Advisors, LLC |
2025 Q1
|
4/14/2025, 12:30 PM |
343
|
$446M
|
| BCS Wealth Management |
2025 Q1
|
4/14/2025, 12:27 PM |
243
|
$389M
|
| Pillar Financial Advisors, LLC |
2025 Q1
|
4/14/2025, 12:21 PM |
111
|
$134M
|
| Disciplined Equity Management, Inc. |
2025 Q1
|
4/14/2025, 12:18 PM |
59
|
$144M
|
| Wedge Capital Management L L P/Nc |
2025 Q1
|
4/14/2025, 12:17 PM |
512
|
$5.16B
|
| GoodHaven Capital Management, LLC |
2025 Q1
|
4/14/2025, 12:12 PM |
25
|
$295M
|
| 25 Llc |
2025 Q1
|
4/14/2025, 12:11 PM |
59
|
$242M
|
| CGC Financial Services, LLC |
2025 Q1
|
4/14/2025, 12:04 PM |
337
|
$253M
|
| Hickory Point Bank & Trust |
2025 Q1
|
4/14/2025, 11:57 AM |
122
|
$114M
|
| PFW Advisors LLC |
2025 Q1
|
4/14/2025, 11:49 AM |
121
|
$319M
|
| RV Capital AG |
2025 Q1
|
4/14/2025, 11:42 AM |
11
|
$453M
|
| Tilia Fiduciary Partners, Inc. |
2025 Q1
|
4/14/2025, 11:34 AM |
113
|
$150M
|
| Central Bank & Trust Co |
2025 Q1
|
4/14/2025, 11:34 AM |
181
|
$599M
|
| Lloyd Advisory Services, LLC. |
2025 Q1
|
4/14/2025, 11:33 AM |
98
|
$199M
|
| Meridian Financial Partners LLC |
2025 Q1
|
4/14/2025, 11:32 AM |
104
|
$197M
|
| Bennett Selby Investments Lp |
2025 Q1
|
4/14/2025, 11:31 AM |
75
|
$253M
|
| Stance Capital Llc |
2024 Q4
|
4/14/2025, 11:28 AM |
270
|
$161M
|
| Bangor Savings Bank |
2025 Q1
|
4/14/2025, 11:28 AM |
534
|
$1.06B
|
| Park Avenue Securities Llc |
2025 Q1
|
4/14/2025, 11:26 AM |
1155
|
$8.14B
|
| Old National Bancorp /In/ |
2025 Q1
|
4/14/2025, 11:21 AM |
522
|
$3.81B
|
| SOA Wealth Advisors, LLC. |
2025 Q1
|
4/14/2025, 11:20 AM |
881
|
$440M
|
| Global Wealth Management, LLC |
2025 Q1
|
4/14/2025, 11:20 AM |
28
|
$173M
|
| Lansforsakringar Fondforvaltning AB (publ) |
2024 Q4 - New Holdings
|
4/14/2025, 11:20 AM |
563
|
$17.9B
|
| One Plus One Wealth Management, Llc |
2025 Q1
|
4/14/2025, 11:17 AM |
90
|
$184M
|
| Professional Advisory Services Inc |
2025 Q1
|
4/14/2025, 11:16 AM |
82
|
$713M
|
| Flagship Private Wealth, LLC |
2025 Q1
|
4/14/2025, 11:06 AM |
100
|
$210M
|
| Broadway Wealth Solutions, Inc. |
2025 Q1
|
4/14/2025, 11:04 AM |
88
|
$137M
|
| Greenspring Advisors, LLC |
2025 Q1
|
4/14/2025, 11:03 AM |
99
|
$422M
|
| Kennebec Savings Bank |
2025 Q1
|
4/14/2025, 11:01 AM |
272
|
$94.5M
|
| Client First Investment Management LLC |
2025 Q1
|
4/14/2025, 11:01 AM |
14
|
$147M
|
| NavPoint Financial, Inc. |
2025 Q1
|
4/14/2025, 10:56 AM |
55
|
$142M
|
| Upper Left Wealth Management, LLC |
2025 Q1
|
4/14/2025, 10:55 AM |
61
|
$139M
|
| Miracle Mile Advisors, LLC |
2025 Q1
|
4/14/2025, 10:53 AM |
646
|
$4.99B
|
| RDA Financial Network |
2025 Q1
|
4/14/2025, 10:53 AM |
243
|
$335M
|
| Seilern Investment Management Ltd |
2025 Q1
|
4/14/2025, 10:53 AM |
23
|
$1.53B
|
| Baron Financial Group, LLC |
2025 Q1
|
4/14/2025, 10:53 AM |
47
|
$159M
|
| Patriot Financial Group Insurance Agency, LLC |
2025 Q1
|
4/14/2025, 10:51 AM |
488
|
$746M
|
| Financial Advisory Corp |
2025 Q1
|
4/14/2025, 10:48 AM |
47
|
$604M
|
| Revolve Wealth Partners, LLC |
2025 Q1
|
4/14/2025, 10:46 AM |
225
|
$691M
|
| Rockwood Wealth Management, LLC |
2025 Q1
|
4/14/2025, 10:44 AM |
97
|
$981M
|
| Charter Oak Capital Management, LLC |
2025 Q1
|
4/14/2025, 10:42 AM |
193
|
$1.09B
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q1
|
4/14/2025, 10:39 AM |
113
|
$357M
|
| Wedmont Private Capital |
2025 Q1
|
4/14/2025, 10:35 AM |
699
|
$1.95B
|
| UMB Bank, n.a. |
2025 Q1
|
4/14/2025, 10:35 AM |
2105
|
$6.07B
|
| Arbor Wealth Advisors LLC |
2025 Q1
|
4/14/2025, 10:28 AM |
48
|
$112M
|
| Wynn Capital, LLC |
2025 Q1
|
4/14/2025, 10:26 AM |
108
|
$168M
|
| Griffith & Werner, Inc. |
2025 Q1
|
4/14/2025, 10:22 AM |
67
|
$161M
|
| Kmg Fiduciary Partners, Llc |
2025 Q1
|
4/14/2025, 10:20 AM |
284
|
$1.2B
|
| Dentgroup LLC |
2025 Q1
|
4/14/2025, 10:18 AM |
83
|
$133M
|
| City Center Advisors, LLC |
2025 Q1
|
4/14/2025, 10:18 AM |
151
|
$85.6M
|
| Wealthcare Capital Partners, LLC |
2025 Q1
|
4/14/2025, 10:14 AM |
128
|
$194M
|
| Barden Capital Management, Inc. |
2025 Q1
|
4/14/2025, 10:12 AM |
60
|
$112M
|
| Bank of New Hampshire |
2025 Q1
|
4/14/2025, 10:12 AM |
455
|
$382M
|
| Washington Capital Management, Inc |
2025 Q1
|
4/14/2025, 10:11 AM |
109
|
$124M
|