| 4/20/2026 |
Christensen, King & Associates Investment Services, Inc.
|
Mar 2026 |
$233M
|
105 |
EDGAR ↗
|
| 4/20/2026 |
Cottage Street Advisors LLC
|
Mar 2026 |
$231M
|
138 |
EDGAR ↗
|
| 4/20/2026 |
Darrow Company, Inc.
|
Mar 2026 |
$222M
|
56 |
EDGAR ↗
|
| 4/20/2026 |
Peoples Financial Services Corp.
|
Mar 2026 |
$211M
|
409 |
EDGAR ↗
|
| 4/20/2026 |
Arta Finance Wealth Management LLC
|
Mar 2026 |
$202M
|
95 |
EDGAR ↗
|
| 4/20/2026 |
Heritage Wealth Management, Inc.
|
Mar 2026 |
$202M
|
157 |
EDGAR ↗
|
| 4/20/2026 |
First Bancorp, Inc /ME/
|
Mar 2026 |
$201M
|
237 |
EDGAR ↗
|
| 4/20/2026 |
Riverchase Wealth Management, Llc
|
Mar 2026 |
$192M
|
73 |
EDGAR ↗
|
| 4/20/2026 |
Hoge Financial Services, Llc
|
Mar 2026 |
$187M
|
72 |
EDGAR ↗
|
| 4/20/2026 |
Kearns & Associates LLC
|
Mar 2026 |
$186M
|
40 |
EDGAR ↗
|
| 4/20/2026 |
Longview Financial Advisors LLC
|
Mar 2026 |
$184M
|
157 |
EDGAR ↗
|
| 4/20/2026 |
Amiral Gestion
|
Mar 2026 |
$180M
|
16 |
EDGAR ↗
|
| 4/20/2026 |
Echo45 Advisors LLC
|
Mar 2026 |
$178M
|
76 |
EDGAR ↗
|
| 4/20/2026 |
Hilton Head Capital Partners, LLC
|
Mar 2026 |
$177M
|
989 |
EDGAR ↗
|
| 4/20/2026 |
Thoma Capital Management LLC
|
Mar 2026 |
$169M
|
55 |
EDGAR ↗
|
| 4/20/2026 |
William B. Walkup & Associates, Inc.
|
Mar 2026 |
$167M
|
164 |
EDGAR ↗
|
| 4/20/2026 |
Longview Financial Advisors, Inc.
|
Mar 2026 |
$164M
|
163 |
EDGAR ↗
|
| 4/20/2026 |
Kastel Capital Advisors, LLC
|
Mar 2026 |
$163M
|
55 |
EDGAR ↗
|
| 4/20/2026 |
RiverTree Advisors, LLC
|
Mar 2026 |
$158M
|
60 |
EDGAR ↗
|
| 4/20/2026 |
Strategent Financial, LLC
|
Mar 2026 |
$147M
|
41 |
EDGAR ↗
|
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