Spectrum Asset Management, Inc. | 2,836,727 | $31,117,279 | 26.57% |
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Intrepid Financial Planning Group LLC | 1,312,135 | $14,367,878 | 7.45% |
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STONEBRIDGE ADVISORS LLC | 1,882,279 | $20,610,958 | 5.13% |
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Hibernia Wealth Partners, LLC | 499,090 | $5,465,024 | 4.23% |
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Iowa State Bank | 1,436,882 | $15,733,858 | 4.08% |
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ADVISORS MANAGEMENT GROUP INC /ADV | 1,116,694 | $12,228 | 3.69% |
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Golden Green, Inc. | 306,874 | $3,360,270 | 3.45% |
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Live Oak Investment Partners | 317,380 | $3,472,277 | 2.99% |
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Garrett Wealth Advisory Group, LLC | 571,510 | $6,258,043 | 2.85% |
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Community Financial Services Group, LLC | 862,181 | $9,440,901 | 2.38% |
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CONSULTIVA WEALTH MANAGEMENT, CORP. | 8,093 | $88,618 | 2.27% |
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Leicht Financial Planning & Wealth Management, Inc. | 320,588 | $3,510,457 | 2.17% |
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Prairiewood Capital, LLC | 290,831 | $3,184,599 | 2.07% |
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Arkos Global Advisors | 899,088 | $9,845 | 2.01% |
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PLIMOTH TRUST CO LLC | 576,163 | $6,308,985 | 1.98% |
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HOWARD WEALTH MANAGEMENT, LLC | 190,068 | $2,081,248 | 1.92% |
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FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 676,437 | $7,406,897 | 1.69% |
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O'ROURKE & COMPANY, Inc | 206,848 | $2,265 | 1.65% |
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Traverso Chambers Private Wealth Management, LLC | 564,253 | $6,178,568 | 1.65% |
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SHEPHERD KAPLAN KROCHUK, LLC | 165,935 | $1,816,988 | 1.58% |
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