Spectrum Asset Management, Inc. | 2,547,224 | $28,961,937 | 23.91% |
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Intrepid Financial Planning Group LLC | 1,336,624 | $15,197,415 | 7.29% |
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STONEBRIDGE ADVISORS LLC | 2,021,174 | $22,980,745 | 6.00% |
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COMPTON CAPITAL MANAGEMENT INC /RI | 18,983 | $215,837 | 5.00% |
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Iowa State Bank | 1,422,653 | $16,175,565 | 4.06% |
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ADVISORS MANAGEMENT GROUP INC /ADV | 1,102,493 | $12,535 | 3.74% |
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Golden Green, Inc. | 298,831 | $3,397,708 | 3.67% |
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Live Oak Investment Partners | 318,738 | $3,623,801 | 3.03% |
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Garrett Wealth Advisory Group, LLC | 544,896 | $6,195,476 | 2.75% |
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Leicht Financial Planning & Wealth Management, Inc. | 306,977 | $3,490,324 | 2.11% |
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PLIMOTH TRUST CO LLC | 595,253 | $6,768,027 | 2.02% |
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Arkos Global Advisors | 914,872 | $10,402 | 2.01% |
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HOWARD WEALTH MANAGEMENT, LLC | 196,868 | $2,238,390 | 1.94% |
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Prairiewood Capital, LLC | 251,641 | $2,861,158 | 1.92% |
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O'ROURKE & COMPANY, Inc | 215,779 | $2,453 | 1.72% |
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Traverso Chambers Private Wealth Management, LLC | 555,555 | $6,316,659 | 1.66% |
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FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 683,235 | $7,768,266 | 1.66% |
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Etesian Wealth Advisors, Inc. | 196,037 | $2,228,938 | 1.46% |
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SHEPHERD KAPLAN KROCHUK, LLC | 161,058 | $1,831,229 | 1.45% |
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Cherry Tree Wealth Management, LLC | 430,016 | $4,889,277 | 1.42% |
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