| Summit Investment Advisory Services, LLC |
2025 Q1
|
4/11/2025, 10:31 AM |
68
|
$204M
|
| Burkett Financial Services, Llc |
2025 Q1
|
4/11/2025, 10:31 AM |
251
|
$245M
|
| Littlejohn Financial Services, Inc. |
2025 Q1
|
4/11/2025, 10:31 AM |
59
|
$127M
|
| Arkfeld Wealth Strategies, L.L.C. |
2025 Q1
|
4/11/2025, 10:31 AM |
98
|
$231M
|
| SeaCrest Wealth Management, LLC |
2025 Q1
|
4/11/2025, 10:30 AM |
657
|
$883M
|
| McNamara Financial Services, Inc. |
2025 Q1
|
4/11/2025, 10:30 AM |
89
|
$465M
|
| Sandbox Financial Partners, LLC |
2025 Q1
|
4/11/2025, 10:29 AM |
109
|
$283M
|
| Prospect Financial Services LLC |
2025 Q1
|
4/11/2025, 10:28 AM |
112
|
$180M
|
| MKT Advisors LLC |
2025 Q1
|
4/11/2025, 10:28 AM |
141
|
$213M
|
| Procyon Advisors, LLC |
2025 Q1
|
4/11/2025, 10:27 AM |
588
|
$1.64B
|
| Davis Capital Management |
2025 Q1
|
4/11/2025, 10:27 AM |
315
|
$125M
|
| Permanent Capital Management, LP |
2025 Q1
|
4/11/2025, 10:26 AM |
79
|
$349M
|
| AGH Wealth Advisors, LLC |
2025 Q1
|
4/11/2025, 10:26 AM |
119
|
$104M
|
| Oxinas Partners Wealth Management LLC |
2025 Q1
|
4/11/2025, 10:25 AM |
121
|
$169M
|
| Unique Wealth, Llc |
2025 Q1
|
4/11/2025, 10:25 AM |
152
|
$529M
|
| Melone Private Wealth, LLC |
2025 Q1
|
4/11/2025, 10:25 AM |
48
|
$191M
|
| Next Level Private LLC |
2025 Q1
|
4/11/2025, 10:24 AM |
140
|
$268M
|
| Magnus Financial Group LLC |
2025 Q1
|
4/11/2025, 10:23 AM |
362
|
$1.03B
|
| LifeGuide Financial Advisors, LLC |
2025 Q1
|
4/11/2025, 10:22 AM |
40
|
$245M
|
| Safir Wealth Advisors, LLC |
2025 Q1
|
4/11/2025, 10:22 AM |
16
|
$126M
|
| Kapstone Financial Advisors LLC |
2025 Q1
|
4/11/2025, 10:22 AM |
112
|
$177M
|
| A. D. Beadell Investment Counsel, Inc. |
2025 Q1
|
4/11/2025, 10:20 AM |
85
|
$120M
|
| Intellectus Partners, LLC |
2025 Q1
|
4/11/2025, 10:20 AM |
272
|
$405M
|
| Stablepoint Partners, LLC |
2025 Q1
|
4/11/2025, 10:19 AM |
242
|
$552M
|
| Impact Capital Partners LLC |
2025 Q1
|
4/11/2025, 10:19 AM |
256
|
$276M
|
| Disciplined Investments, LLC |
2025 Q1
|
4/11/2025, 10:18 AM |
126
|
$218M
|
| StoneCrest Wealth Management, Inc. |
2025 Q1
|
4/11/2025, 10:18 AM |
66
|
$157M
|
| Horizon Wealth Management, LLC |
2025 Q1
|
4/11/2025, 10:17 AM |
104
|
$593M
|
| Tower Wealth Partners, Inc. |
2025 Q1
|
4/11/2025, 10:17 AM |
76
|
$187M
|
| Fortress Financial Group, Llc |
2025 Q1
|
4/11/2025, 10:16 AM |
69
|
$100M
|
| First National Corp /Ma/ /Adv |
2025 Q1
|
4/11/2025, 10:15 AM |
160
|
$453M
|
| Constitution Capital LLC |
2025 Q1
|
4/11/2025, 10:15 AM |
60
|
$181M
|
| Evexia Wealth Llc |
2025 Q1
|
4/11/2025, 10:13 AM |
74
|
$275M
|
| Chemistry Wealth Management LLC |
2025 Q1
|
4/11/2025, 10:03 AM |
185
|
$430M
|
| Elk River Wealth Management, LLC |
2025 Q1
|
4/11/2025, 10:02 AM |
93
|
$534M
|
| DHK Financial Advisors, Inc. |
2025 Q1
|
4/11/2025, 10:01 AM |
90
|
$182M
|
| Consilio Wealth Advisors, Llc |
2025 Q1
|
4/11/2025, 09:59 AM |
72
|
$239M
|
| Cora Capital Advisors Llc |
2025 Q1
|
4/11/2025, 09:57 AM |
107
|
$209M
|
| Affinity Wealth Management Llc |
2025 Q1
|
4/11/2025, 09:56 AM |
95
|
$539M
|
| Herbst Group, Llc |
2025 Q1
|
4/11/2025, 09:55 AM |
53
|
$141M
|
| Avity Investment Management Inc. |
2025 Q1
|
4/11/2025, 09:55 AM |
102
|
$1.24B
|
| Afg Fiduciary Services Limited Partnership |
2025 Q1
|
4/11/2025, 09:54 AM |
70
|
$109M
|
| Pinnacle Wealth Management Group, Inc. |
2025 Q1
|
4/11/2025, 09:52 AM |
105
|
$143M
|
| Adamsbrown Wealth Consultants Llc |
2025 Q1
|
4/11/2025, 09:51 AM |
101
|
$318M
|
| Northwest Financial Advisors |
2025 Q1
|
4/11/2025, 09:49 AM |
119
|
$121M
|
| Hudson Capital Management LLC |
2025 Q1
|
4/11/2025, 09:48 AM |
65
|
$328M
|
| 626 Financial, LLC |
2025 Q1
|
4/11/2025, 09:47 AM |
106
|
$194M
|
| Choice Wealth Advisors, LLC |
2025 Q1
|
4/11/2025, 09:44 AM |
29
|
$192M
|
| Ridgemont Partners Management, LLC |
2025 Q1
|
4/11/2025, 09:41 AM |
1
|
$38.4M
|
| Medicxi Ventures Management (Jersey) Ltd |
2025 Q1
|
4/11/2025, 09:30 AM |
5
|
$438M
|
| Fischer Financial Services, Inc. |
2024 Q4
|
4/11/2025, 09:20 AM |
64
|
$317M
|
| Insight Advisors, LLC/ PA |
2025 Q1
|
4/11/2025, 09:10 AM |
275
|
$571M
|
| KRS Capital Management, LLC |
2025 Q1
|
4/11/2025, 09:04 AM |
101
|
$126M
|
| Atwater Malick LLC |
2025 Q1
|
4/11/2025, 08:51 AM |
78
|
$296M
|
| Nippon Life Insurance Co |
2025 Q1
|
4/11/2025, 08:45 AM |
4
|
$6.31B
|
| Aquamarine Zurich AG |
2025 Q1
|
4/11/2025, 08:36 AM |
14
|
$293M
|
| Curat Global, LLC |
2025 Q1
|
4/11/2025, 08:31 AM |
304
|
$81.4M
|
| Generali Investments, Management Co LLC |
2025 Q1
|
4/11/2025, 07:10 AM |
140
|
$351M
|
| E. Ohman J:or Asset Management AB |
2025 Q1
|
4/11/2025, 07:00 AM |
414
|
$3.76B
|
| Caledonia Investments Plc |
2025 Q1
|
4/11/2025, 06:15 AM |
14
|
$860M
|
| Cooper Investors Pty Ltd |
2024 Q4
|
4/10/2025, 09:19 PM |
45
|
$635M
|
| Cooper Investors Pty Ltd |
2024 Q3
|
4/10/2025, 09:13 PM |
42
|
$673M
|
| Cooper Investors Pty Ltd |
2024 Q2
|
4/10/2025, 09:08 PM |
44
|
$658M
|
| Safeguard Financial, LLC |
2025 Q1
|
4/10/2025, 08:53 PM |
105
|
$456M
|
| Mason & Associates, LLC |
2025 Q1
|
4/10/2025, 08:47 PM |
39
|
$347M
|
| Signal Advisors Wealth, LLC |
2025 Q1
|
4/10/2025, 08:40 PM |
430
|
$1.02B
|
| Enclave Advisors LLC |
2025 Q1
|
4/10/2025, 08:33 PM |
112
|
$586M
|
| Act Wealth Management, Llc |
2025 Q1
|
4/10/2025, 08:28 PM |
52
|
$221M
|
| Bonness Enterprises Inc |
2025 Q1
|
4/10/2025, 06:33 PM |
37
|
$307M
|
| Riverview Trust Co |
2025 Q1
|
4/10/2025, 06:29 PM |
594
|
$101M
|
| MRA Advisory Group |
2025 Q1
|
4/10/2025, 06:16 PM |
130
|
$187M
|
| Ullmann Wealth Partners Group, LLC |
2025 Q1
|
4/10/2025, 05:40 PM |
137
|
$753M
|
| Prosperity Planning, Inc. |
2025 Q1
|
4/10/2025, 05:39 PM |
104
|
$319M
|
| Edge Wealth Management LLC |
2025 Q1
|
4/10/2025, 05:39 PM |
82
|
$493M
|
| Harbor Group, Inc. |
2025 Q1
|
4/10/2025, 05:39 PM |
95
|
$500M
|
| Foster Group, Inc. |
2025 Q1
|
4/10/2025, 05:38 PM |
224
|
$2.67B
|
| Ami Investment Management Inc |
2025 Q1
|
4/10/2025, 05:37 PM |
68
|
$310M
|
| Fjell Capital, LLC |
2025 Q1
|
4/10/2025, 05:37 PM |
51
|
$98.6M
|
| Armstrong, Fleming & Moore, Inc |
2025 Q1
|
4/10/2025, 05:36 PM |
79
|
$82.6M
|
| Vest Financial, LLC |
2025 Q1
|
4/10/2025, 05:36 PM |
399
|
$6.44B
|
| West Coast Financial LLC |
2025 Q1
|
4/10/2025, 05:36 PM |
162
|
$876M
|
| Annex Advisory Services, LLC |
2025 Q1
|
4/10/2025, 05:35 PM |
309
|
$3.53B
|
| RPOA Advisors, Inc. |
2025 Q1
|
4/10/2025, 05:35 PM |
8
|
$3.68B
|
| Oak Asset Management, LLC |
2025 Q1
|
4/10/2025, 05:35 PM |
101
|
$273M
|
| Boltwood Capital Management |
2025 Q1
|
4/10/2025, 05:23 PM |
170
|
$329M
|
| Lake Street Private Wealth, Llc |
2025 Q1
|
4/10/2025, 05:18 PM |
246
|
$614M
|
| ACT Advisors, LLC. |
2025 Q1
|
4/10/2025, 05:18 PM |
57
|
$184M
|
| Diligent Investors, LLC |
2025 Q1
|
4/10/2025, 05:16 PM |
362
|
$411M
|
| Trinity Wealth Management, LLC |
2025 Q1
|
4/10/2025, 05:16 PM |
53
|
$219M
|
| Eclectic Associates Inc /Adv |
2025 Q1
|
4/10/2025, 05:15 PM |
118
|
$373M
|
| KWB Wealth |
2025 Q1
|
4/10/2025, 05:13 PM |
149
|
$827M
|
| Cypress Wealth Services, LLC |
2025 Q1
|
4/10/2025, 05:12 PM |
284
|
$493M
|
| Lmcg Investments, Llc |
2025 Q1
|
4/10/2025, 05:12 PM |
228
|
$1.51B
|
| Fluent Financial, LLC |
2025 Q1
|
4/10/2025, 05:11 PM |
59
|
$230M
|
| Wealth Management Partners, LLC |
2025 Q1
|
4/10/2025, 05:10 PM |
114
|
$216M
|
| Maltin Wealth Management, Inc. |
2025 Q1
|
4/10/2025, 05:09 PM |
130
|
$213M
|
| Gilman Hill Asset Management, LLC |
2025 Q1
|
4/10/2025, 05:09 PM |
219
|
$576M
|
| Fermata Advisors, LLC |
2025 Q1
|
4/10/2025, 05:08 PM |
285
|
$553M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2025 Q1
|
4/10/2025, 05:08 PM |
12
|
$117M
|
| Gainplan LLC |
2025 Q1
|
4/10/2025, 05:05 PM |
46
|
$154M
|