| 2/10/2026 |
Murphy & Mullick Capital Management Corp
|
Dec 2025 |
$139M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Up Strategic Wealth Investment Advisors Llc
|
Dec 2025 |
$138M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Womack Financial LLC
|
Dec 2025 |
$135M
|
— |
EDGAR ↗
|
| 2/10/2026 |
MJT & Associates Financial Advisory Group, Inc.
|
Dec 2025 |
$134M
|
446 |
EDGAR ↗
|
| 2/10/2026 |
Sage Investment Advisers LLC
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Cogent Private Wealth, Inc.
|
Dec 2025 |
$131M
|
98 |
EDGAR ↗
|
| 2/10/2026 |
Clear Point Advisors Inc.
|
Dec 2025 |
$129M
|
— |
EDGAR ↗
|
| 2/10/2026 |
SBI Holdings USA, Inc.
|
Dec 2025 |
$128M
|
1 |
EDGAR ↗
|
| 2/10/2026 |
Core Wealth Advisors, Llc
|
Dec 2025 |
$127M
|
32 |
EDGAR ↗
|
| 2/10/2026 |
Kennon-Green & Company, LLC
|
Dec 2025 |
$126M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Yunqi Capital Ltd
|
Dec 2025 |
$125M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Phillips Wealth Planners LLC
|
Dec 2025 |
$125M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Palatine Hill Wealth Management, LLC
|
Dec 2025 |
$124M
|
— |
EDGAR ↗
|
| 2/10/2026 |
IF Advisors, LLC
|
Dec 2025 |
$123M
|
41 |
EDGAR ↗
|
| 2/10/2026 |
Blueline Advisors Llc
|
Dec 2025 |
$123M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Evolution Wealth Management Inc.
|
Dec 2025 |
$121M
|
747 |
EDGAR ↗
|
| 2/10/2026 |
Godfrey Financial Associates, Inc.
|
Dec 2025 |
$115M
|
— |
EDGAR ↗
|
| 2/10/2026 |
MY Wealth Management Inc.
|
Dec 2025 |
$115M
|
— |
EDGAR ↗
|
| 2/10/2026 |
NewCorp Financial Services, Inc.
|
Dec 2025 |
$113M
|
— |
EDGAR ↗
|
| 2/10/2026 |
Prospect Financial Group LLC
|
Dec 2025 |
$108M
|
62 |
EDGAR ↗
|