| 1/28/2026 |
G&S Capital LLC
|
Dec 2025 |
$283M
|
— |
EDGAR ↗
|
| 1/28/2026 |
RJA Asset Management LLC
|
Dec 2025 |
$283M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Walker Financial Services, Inc.
|
Dec 2025 |
$276M
|
— |
EDGAR ↗
|
| 1/28/2026 |
O'Rourke & Company, Inc
|
Dec 2025 |
$257M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Cora Capital Advisors Llc
|
Dec 2025 |
$257M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Bigelow Investment Advisors, LLC
|
Dec 2025 |
$256M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Evergreen Private Wealth LLC
|
Dec 2025 |
$254M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Juno Financial Group LLC
|
Dec 2025 |
$250M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Retirement Planning Co of New England, Inc.
|
Dec 2025 |
$249M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Financial Symmetry Inc
|
Dec 2025 |
$245M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Deane Retirement Strategies, Inc.
|
Dec 2025 |
$242M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Boyd Wealth Management, LLC
|
Dec 2025 |
$236M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Investmark Advisory Group LLC
|
Dec 2025 |
$235M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Trail Ridge Investment Advisors, LLC
|
Dec 2025 |
$233M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Cambridge Capital Management, Llc
|
Dec 2025 |
$223M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Rockingstone Advisors LLC
|
Dec 2025 |
$219M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Ayrshire Capital Management LLC
|
Dec 2025 |
$218M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Southern Capital Advisors, Llc
|
Dec 2025 |
$217M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Kerusso Capital Management LLC
|
Dec 2025 |
$216M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Agp Franklin, Llc
|
Dec 2025 |
$213M
|
— |
EDGAR ↗
|
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