| 4/20/2026 |
Breakwater Capital Group
|
Mar 2026 |
$747M
|
373 |
EDGAR ↗
|
| 4/20/2026 |
Nexus Investment Management ULC
|
Mar 2026 |
$715M
|
70 |
EDGAR ↗
|
| 4/20/2026 |
MinichMacGregor Wealth Management, LLC
|
Mar 2026 |
$567M
|
136 |
EDGAR ↗
|
| 4/20/2026 |
Factor Wealth Management LTD
|
Mar 2026 |
$532M
|
162 |
EDGAR ↗
|
| 4/20/2026 |
Manitou Investment Management Ltd.
|
Mar 2026 |
$506M
|
52 |
EDGAR ↗
|
| 4/20/2026 |
Keudell/Morrison Wealth Management
|
Mar 2026 |
$489M
|
245 |
EDGAR ↗
|
| 4/20/2026 |
Golden Reserve Retirement LLC
|
Mar 2026 |
$485M
|
104 |
EDGAR ↗
|
| 4/20/2026 |
Benedict Financial Advisors Inc
|
Mar 2026 |
$480M
|
133 |
EDGAR ↗
|
| 4/20/2026 |
Dagco, Inc.
|
Mar 2026 |
$461M
|
353 |
EDGAR ↗
|
| 4/20/2026 |
Triangle Securities Wealth Management
|
Mar 2026 |
$441M
|
206 |
EDGAR ↗
|
| 4/20/2026 |
Park Edge Advisors, LLC
|
Mar 2026 |
$434M
|
141 |
EDGAR ↗
|
| 4/20/2026 |
First PREMIER Bank
|
Mar 2026 |
$433M
|
581 |
EDGAR ↗
|
| 4/20/2026 |
White Pine Investment CO
|
Mar 2026 |
$430M
|
68 |
EDGAR ↗
|
| 4/20/2026 |
KFA Private Wealth Group, LLC
|
Mar 2026 |
$417M
|
160 |
EDGAR ↗
|
| 4/20/2026 |
Centennial Wealth Advisory LLC
|
Mar 2026 |
$413M
|
160 |
EDGAR ↗
|
| 4/20/2026 |
Aspen Capital Management, LLC
|
Mar 2026 |
$404M
|
77 |
EDGAR ↗
|
| 4/20/2026 |
Brown, Lisle/Cummings, Inc.
|
Mar 2026 |
$400M
|
1,021 |
EDGAR ↗
|
| 4/20/2026 |
Astoria Strategic Wealth, Inc.
|
Mar 2026 |
$394M
|
37 |
EDGAR ↗
|
| 4/20/2026 |
City State Bank
|
Mar 2026 |
$385M
|
784 |
EDGAR ↗
|
| 4/20/2026 |
Cardinal Strategic Wealth Guidance
|
Mar 2026 |
$379M
|
63 |
EDGAR ↗
|
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