| 1/27/2026 |
Optas, LLC
|
Dec 2025 |
$639M
|
1,175 |
EDGAR ↗
|
| 1/27/2026 |
Security Financial Services, INC.
|
Dec 2025 |
$637M
|
212 |
EDGAR ↗
|
| 1/27/2026 |
SageGuard Financial Group, LLC
|
Dec 2025 |
$628M
|
177 |
EDGAR ↗
|
| 1/27/2026 |
Probity Advisors, Inc.
|
Dec 2025 |
$624M
|
232 |
EDGAR ↗
|
| 1/27/2026 |
Rainey & Randall Wealth Advisors Inc.
|
Dec 2025 |
$613M
|
76 |
EDGAR ↗
|
| 1/27/2026 |
Retirement Income Solutions, Inc
|
Dec 2025 |
$590M
|
170 |
EDGAR ↗
|
| 1/27/2026 |
Duncker Streett & Co Inc
|
Dec 2025 |
$563M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Summit Wealth Partners, LLC
|
Dec 2025 |
$541M
|
203 |
EDGAR ↗
|
| 1/27/2026 |
Waterfront Wealth Inc.
|
Dec 2025 |
$526M
|
273 |
EDGAR ↗
|
| 1/27/2026 |
Seeds Investor Llc
|
Dec 2025 |
$522M
|
266 |
EDGAR ↗
|
| 1/27/2026 |
Hobart Private Capital, LLC
|
Dec 2025 |
$512M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Old Second National Bank Of Aurora
|
Dec 2025 |
$500M
|
402 |
EDGAR ↗
|
| 1/27/2026 |
Stordahl Capital Management, Inc.
|
Dec 2025 |
$486M
|
63 |
EDGAR ↗
|
| 1/27/2026 |
Benedict Financial Advisors Inc
|
Dec 2025 |
$474M
|
135 |
EDGAR ↗
|
| 1/27/2026 |
Northstar Asset Management Co
|
Dec 2025 |
$471M
|
189 |
EDGAR ↗
|
| 1/27/2026 |
Q3 Asset Management
|
Dec 2025 |
$437M
|
62 |
EDGAR ↗
|
| 1/27/2026 |
Lorne Steinberg Wealth Management Inc.
|
Dec 2025 |
$435M
|
72 |
EDGAR ↗
|
| 1/27/2026 |
Elevated Capital Advisors, LLC
|
Dec 2025 |
$429M
|
831 |
EDGAR ↗
|
| 1/27/2026 |
BigSur Wealth Management LLC
|
Dec 2025 |
$412M
|
161 |
EDGAR ↗
|
| 1/27/2026 |
Atlantic Edge Private Wealth Management, LLC
|
Dec 2025 |
$403M
|
578 |
EDGAR ↗
|
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