| 4/16/2026 |
Southern Capital Advisors, Llc
|
Mar 2026 |
$214M
|
85 |
EDGAR ↗
|
| 4/16/2026 |
CWC Advisors, LLC.
|
Mar 2026 |
$210M
|
149 |
EDGAR ↗
|
| 4/16/2026 |
Citadel Investment Advisory, Inc.
|
Mar 2026 |
$210M
|
78 |
EDGAR ↗
|
| 4/16/2026 |
BDFS Capital LLC
|
Mar 2026 |
$208M
|
137 |
EDGAR ↗
|
| 4/16/2026 |
OxenFree Capital LLC
|
Mar 2026 |
$206M
|
56 |
EDGAR ↗
|
| 4/16/2026 |
Spectrum Planning & Advisory Services Inc.
|
Mar 2026 |
$202M
|
114 |
EDGAR ↗
|
| 4/16/2026 |
Center For Asset Management LLC
|
Mar 2026 |
$201M
|
144 |
EDGAR ↗
|
| 4/16/2026 |
Asset Advisory Group, Inc.
|
Mar 2026 |
$199M
|
116 |
EDGAR ↗
|
| 4/16/2026 |
Smith Thornton Advisors LLC
|
Mar 2026 |
$199M
|
130 |
EDGAR ↗
|
| 4/16/2026 |
True Vision MN LLC
|
Mar 2026 |
$194M
|
98 |
EDGAR ↗
|
| 4/16/2026 |
VVR Holdings LLC
|
Mar 2026 |
$194M
|
39 |
EDGAR ↗
|
| 4/16/2026 |
Everstar Asset Management, LLC
|
Mar 2026 |
$188M
|
232 |
EDGAR ↗
|
| 4/16/2026 |
Envision Financial LLC
|
Mar 2026 |
$186M
|
46 |
EDGAR ↗
|
| 4/16/2026 |
Global Wealth Management, LLC
|
Mar 2026 |
$183M
|
44 |
EDGAR ↗
|
| 4/16/2026 |
Silverberg Bernstein Capital Management LLC
|
Mar 2026 |
$182M
|
68 |
EDGAR ↗
|
| 4/16/2026 |
Ballast Rock Private Wealth LLC
|
Mar 2026 |
$181M
|
177 |
EDGAR ↗
|
| 4/16/2026 |
Financial Designs Corp
|
Mar 2026 |
$180M
|
40 |
EDGAR ↗
|
| 4/16/2026 |
Swisher Financial Concepts, Inc.
|
Mar 2026 |
$179M
|
102 |
EDGAR ↗
|
| 4/16/2026 |
Lexington Hill Partners, LLC
|
Mar 2026 |
$177M
|
78 |
EDGAR ↗
|
| 4/16/2026 |
Flywheel Private Wealth LLC
|
Mar 2026 |
$176M
|
104 |
EDGAR ↗
|