| 4/13/2026 |
Gibraltar Capital Management, Inc.
|
Mar 2026 |
$581M
|
126 |
EDGAR ↗
|
| 4/13/2026 |
Bourgeon Capital Management Llc
|
Mar 2026 |
$578M
|
108 |
EDGAR ↗
|
| 4/13/2026 |
Conrad Siegel Investment Advisors, Inc.
|
Mar 2026 |
$554M
|
63 |
EDGAR ↗
|
| 4/13/2026 |
Ayalon Insurance Comp Ltd.
|
Mar 2026 |
$490M
|
61 |
EDGAR ↗
|
| 4/13/2026 |
Newman Dignan & Sheerar, Inc.
|
Mar 2026 |
$475M
|
192 |
EDGAR ↗
|
| 4/13/2026 |
Voisard Asset Management Group, Inc.
|
Mar 2026 |
$469M
|
104 |
EDGAR ↗
|
| 4/13/2026 |
Cypress Point Wealth Management, LLC
|
Mar 2026 |
$464M
|
123 |
EDGAR ↗
|
| 4/13/2026 |
Wiser Wealth Management, Inc
|
Mar 2026 |
$464M
|
58 |
EDGAR ↗
|
| 4/13/2026 |
Richard P Slaughter Associates Inc
|
Mar 2026 |
$463M
|
99 |
EDGAR ↗
|
| 4/13/2026 |
Plan Group Financial, LLC
|
Mar 2026 |
$426M
|
232 |
EDGAR ↗
|
| 4/13/2026 |
Parkwoods Wealth Partners, LLC
|
Mar 2026 |
$408M
|
115 |
EDGAR ↗
|
| 4/13/2026 |
Cerro Pacific Wealth Advisors LLC
|
Mar 2026 |
$381M
|
159 |
EDGAR ↗
|
| 4/13/2026 |
Stolper Co
|
Mar 2026 |
$352M
|
96 |
EDGAR ↗
|
| 4/13/2026 |
Gill Capital Partners, Llc
|
Mar 2026 |
$348M
|
701 |
EDGAR ↗
|
| 4/13/2026 |
Neumann Capital Management, LLC
|
Mar 2026 |
$340M
|
102 |
EDGAR ↗
|
| 4/13/2026 |
CJM Wealth Advisers, Ltd.
|
Mar 2026 |
$328M
|
72 |
EDGAR ↗
|
| 4/13/2026 |
JCIC Asset Management Inc.
|
Mar 2026 |
$326M
|
113 |
EDGAR ↗
|
| 4/13/2026 |
FWG Holdings, LLC
|
Mar 2026 |
$265M
|
125 |
EDGAR ↗
|
| 4/13/2026 |
TL Private Wealth
|
Mar 2026 |
$253M
|
44 |
EDGAR ↗
|
| 4/13/2026 |
5T Wealth, LLC
|
Mar 2026 |
$253M
|
129 |
EDGAR ↗
|
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