| 1/27/2026 |
TriaGen Wealth Management LLC
|
Dec 2025 |
$387M
|
176 |
EDGAR ↗
|
| 1/27/2026 |
Cardinal Strategic Wealth Guidance
|
Dec 2025 |
$383M
|
— |
EDGAR ↗
|
| 1/27/2026 |
BankPlus Trust Department
|
Dec 2025 |
$382M
|
502 |
EDGAR ↗
|
| 1/27/2026 |
Stevens Capital Partners
|
Dec 2025 |
$382M
|
— |
EDGAR ↗
|
| 1/27/2026 |
55 North Private Wealth, LLC
|
Dec 2025 |
$380M
|
195 |
EDGAR ↗
|
| 1/27/2026 |
Prasad Wealth Partners, LLC
|
Dec 2025 |
$375M
|
145 |
EDGAR ↗
|
| 1/27/2026 |
Revisor Wealth Management LLC
|
Dec 2025 |
$374M
|
330 |
EDGAR ↗
|
| 1/27/2026 |
Werba Rubin Papier Wealth Management
|
Dec 2025 |
$369M
|
232 |
EDGAR ↗
|
| 1/27/2026 |
Stone Summit Wealth LLC
|
Dec 2025 |
$369M
|
141 |
EDGAR ↗
|
| 1/27/2026 |
VCI Wealth Management LLC
|
Dec 2025 |
$360M
|
109 |
EDGAR ↗
|
| 1/27/2026 |
Snow Phipps Group, LLC
|
Dec 2025 |
$351M
|
2 |
EDGAR ↗
|
| 1/27/2026 |
Arcataur Capital Management LLC
|
Dec 2025 |
$349M
|
103 |
EDGAR ↗
|
| 1/27/2026 |
Sterling Investment Counsel, LLC
|
Dec 2025 |
$349M
|
187 |
EDGAR ↗
|
| 1/27/2026 |
Benchmark Financial Wealth Advisors, LLC
|
Dec 2025 |
$348M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Sterling Financial Planning, Inc.
|
Dec 2025 |
$332M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Shayne & Jacobs, Llc
|
Dec 2025 |
$330M
|
117 |
EDGAR ↗
|
| 1/27/2026 |
Veery Capital, LLC
|
Dec 2025 |
$326M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Purus Wealth Management, LLC
|
Dec 2025 |
$321M
|
150 |
EDGAR ↗
|
| 1/27/2026 |
Able Wealth Management LLC
|
Dec 2025 |
$316M
|
113 |
EDGAR ↗
|
| 1/27/2026 |
Jeppson Wealth Management, Llc
|
Dec 2025 |
$316M
|
225 |
EDGAR ↗
|
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