| 1/27/2026 |
Alley Investment Management Company, LLC
|
Dec 2025 |
$854M
|
90 |
EDGAR ↗
|
| 1/27/2026 |
ZEGA Investments, LLC
|
Dec 2025 |
$848M
|
173 |
EDGAR ↗
|
| 1/27/2026 |
Greatmark Investment Partners, Inc.
|
Dec 2025 |
$845M
|
143 |
EDGAR ↗
|
| 1/27/2026 |
Vision Capital Management, Inc.
|
Dec 2025 |
$830M
|
163 |
EDGAR ↗
|
| 1/27/2026 |
RTD Financial Advisors, Inc.
|
Dec 2025 |
$820M
|
113 |
EDGAR ↗
|
| 1/27/2026 |
Mass General Brigham, Inc
|
Dec 2025 |
$810M
|
7 |
EDGAR ↗
|
| 1/27/2026 |
Wealth Enhancement Trust Services, Inc.
|
Dec 2025 |
$792M
|
1,052 |
EDGAR ↗
|
| 1/27/2026 |
Emerald Advisors, LLC
|
Dec 2025 |
$735M
|
113 |
EDGAR ↗
|
| 1/27/2026 |
Fractal Investments LLC
|
Dec 2025 |
$716M
|
80 |
EDGAR ↗
|
| 1/27/2026 |
Human Investing LLC
|
Dec 2025 |
$708M
|
128 |
EDGAR ↗
|
| 1/27/2026 |
Compass Financial Group, INC/SD
|
Dec 2025 |
$700M
|
103 |
EDGAR ↗
|
| 1/27/2026 |
Summit Financial Wealth Advisors, LLC
|
Dec 2025 |
$699M
|
195 |
EDGAR ↗
|
| 1/27/2026 |
Cfm Wealth Partners Llc
|
Dec 2025 |
$693M
|
144 |
EDGAR ↗
|
| 1/27/2026 |
Klaas Financial Asset Advisors, LLC
|
Dec 2025 |
$689M
|
56 |
EDGAR ↗
|
| 1/27/2026 |
Financial Advisory Corp
|
Dec 2025 |
$688M
|
51 |
EDGAR ↗
|
| 1/27/2026 |
Fortis Capital Advisors, LLC
|
Dec 2025 |
$677M
|
311 |
EDGAR ↗
|
| 1/27/2026 |
Hudson Edge Investment Partners Inc.
|
Dec 2025 |
$675M
|
87 |
EDGAR ↗
|
| 1/27/2026 |
Horst & Graben Wealth Management LLC
|
Dec 2025 |
$663M
|
179 |
EDGAR ↗
|
| 1/27/2026 |
DSG Capital Advisors, LLC
|
Dec 2025 |
$656M
|
119 |
EDGAR ↗
|
| 1/27/2026 |
Greystone Financial Group, LLC
|
Dec 2025 |
$641M
|
97 |
EDGAR ↗
|
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