| 1/30/2026 |
Stegner Investment Associates Inc.
|
Dec 2025 |
$188M
|
— |
EDGAR ↗
|
| 1/30/2026 |
Innealta Capital, Llc
|
Dec 2025 |
$185M
|
85 |
EDGAR ↗
|
| 1/30/2026 |
Four Tree Island Advisory LLC
|
Dec 2025 |
$181M
|
23 |
EDGAR ↗
|
| 1/30/2026 |
Arrien Investments, Inc.
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/30/2026 |
Burrus Financial Services, Inc.
|
Dec 2025 |
$176M
|
12 |
EDGAR ↗
|
| 1/30/2026 |
Pacific Park Financial, Inc.
|
Dec 2025 |
$160M
|
74 |
EDGAR ↗
|
| 1/30/2026 |
Canandaigua National Trust Co of Florida
|
Dec 2025 |
$160M
|
129 |
EDGAR ↗
|
| 1/30/2026 |
Seek First Inc.
|
Dec 2025 |
$145M
|
59 |
EDGAR ↗
|
| 1/30/2026 |
Brown University
|
Dec 2025 |
$143M
|
10 |
EDGAR ↗
|
| 1/30/2026 |
Reicon Wealth Advisors, Llc
|
Dec 2025 |
$138M
|
— |
EDGAR ↗
|
| 1/30/2026 |
Woodside Wealth Management LLC
|
Dec 2025 |
$134M
|
83 |
EDGAR ↗
|
| 1/30/2026 |
CFC Planning Co LLC
|
Dec 2025 |
$132M
|
72 |
EDGAR ↗
|
| 1/30/2026 |
Sageworth Trust Co of South Dakota
|
Dec 2025 |
$122M
|
46 |
EDGAR ↗
|
| 1/30/2026 |
Hingham Institution for Savings
|
Dec 2025 |
$122M
|
12 |
EDGAR ↗
|
| 1/30/2026 |
North Horizon Holdings Inc.
|
Dec 2025 |
$115M
|
1 |
EDGAR ↗
|
| 1/30/2026 |
Schaeffer Financial LLC
|
Dec 2025 |
$115M
|
21 |
EDGAR ↗
|
| 1/30/2026 |
Safe Harbor Family Capital, LLC
|
Dec 2025 |
$114M
|
51 |
EDGAR ↗
|
| 1/30/2026 |
Capital Developers, LLC
|
Dec 2025 |
$112M
|
50 |
EDGAR ↗
|
| 1/30/2026 |
Urban Wealth Management, LLC
|
Dec 2025 |
$108M
|
— |
EDGAR ↗
|
| 1/30/2026 |
Belleair Asset Management, LLC
|
Dec 2025 |
$105M
|
— |
EDGAR ↗
|
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