| 1/29/2026 |
Schnieders Capital Management, Llc.
|
Dec 2025 |
$642M
|
217 |
EDGAR ↗
|
| 1/29/2026 |
Mountain Pacific Investment Advisers Llc
|
Dec 2025 |
$617M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Deltec Asset Management Llc
|
Dec 2025 |
$604M
|
218 |
EDGAR ↗
|
| 1/29/2026 |
TBH Global Asset Management, LLC
|
Dec 2025 |
$599M
|
238 |
EDGAR ↗
|
| 1/29/2026 |
Brickley Wealth Management
|
Dec 2025 |
$593M
|
55 |
EDGAR ↗
|
| 1/29/2026 |
Huntleigh Advisors, Inc.
|
Dec 2025 |
$592M
|
270 |
EDGAR ↗
|
| 1/29/2026 |
Almanack Investment Partners, LLC.
|
Dec 2025 |
$589M
|
171 |
EDGAR ↗
|
| 1/29/2026 |
Wealth Alliance Advisory Group, LLC
|
Dec 2025 |
$584M
|
197 |
EDGAR ↗
|
| 1/29/2026 |
Concord Asset Management, LLC/VA
|
Dec 2025 |
$577M
|
120 |
EDGAR ↗
|
| 1/29/2026 |
Atlas Legacy Advisors, LLC
|
Dec 2025 |
$571M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Broad Peak Investment Advisers Pte Ltd
|
Dec 2025 |
$558M
|
— |
EDGAR ↗
|
| 1/29/2026 |
First National Bank & Trust Co Of Newtown
|
Dec 2025 |
$545M
|
237 |
EDGAR ↗
|
| 1/29/2026 |
Golden Reserve Retirement LLC
|
Dec 2025 |
$542M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Virtus Wealth Solutions LLC
|
Dec 2025 |
$527M
|
52 |
EDGAR ↗
|
| 1/29/2026 |
Generali Investments, Management Co LLC
|
Dec 2025 |
$502M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Riggs Asset Managment Co. Inc.
|
Dec 2025 |
$496M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Bender Robert & Associates
|
Dec 2025 |
$481M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Marathon Capital Management
|
Dec 2025 |
$465M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Speece Thorson Capital Group Inc
|
Dec 2025 |
$462M
|
42 |
EDGAR ↗
|
| 1/29/2026 |
DecisionPoint Financial, LLC
|
Dec 2025 |
$454M
|
— |
EDGAR ↗
|
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