| 1/27/2026 |
Tred Avon Family Wealth, Llc
|
Dec 2025 |
$307M
|
258 |
EDGAR ↗
|
| 1/27/2026 |
Family Capital Trust Co
|
Dec 2025 |
$306M
|
87 |
EDGAR ↗
|
| 1/27/2026 |
Juncture Wealth Strategies, Llc
|
Dec 2025 |
$304M
|
134 |
EDGAR ↗
|
| 1/27/2026 |
Jackson, Grant Investment Advisers, Inc.
|
Dec 2025 |
$304M
|
395 |
EDGAR ↗
|
| 1/27/2026 |
Leisure Capital Management
|
Dec 2025 |
$302M
|
153 |
EDGAR ↗
|
| 1/27/2026 |
TFR Capital, LLC.
|
Dec 2025 |
$302M
|
161 |
EDGAR ↗
|
| 1/27/2026 |
Hamilton Capital Partners, Llc
|
Dec 2025 |
$301M
|
36 |
EDGAR ↗
|
| 1/27/2026 |
Beacon Bridge Wealth Partners, LLC
|
Dec 2025 |
$301M
|
98 |
EDGAR ↗
|
| 1/27/2026 |
Vert Asset Management LLC
|
Dec 2025 |
$301M
|
46 |
EDGAR ↗
|
| 1/27/2026 |
Aspiring Ventures, LLC
|
Dec 2025 |
$294M
|
153 |
EDGAR ↗
|
| 1/27/2026 |
Silver Coast Investments LLC
|
Dec 2025 |
$290M
|
129 |
EDGAR ↗
|
| 1/27/2026 |
Keeler & Nadler Financial Planning & Wealth Management
|
Dec 2025 |
$288M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Benson Investment Management Company, Inc.
|
Dec 2025 |
$286M
|
50 |
EDGAR ↗
|
| 1/27/2026 |
Autumn Glory Partners, LLC
|
Dec 2025 |
$285M
|
257 |
EDGAR ↗
|
| 1/27/2026 |
Global Financial Private Client, LLC
|
Dec 2025 |
$285M
|
333 |
EDGAR ↗
|
| 1/27/2026 |
Sharper & Granite LLC
|
Dec 2025 |
$284M
|
107 |
EDGAR ↗
|
| 1/27/2026 |
Highview Capital Management LLC/DE/
|
Dec 2025 |
$283M
|
105 |
EDGAR ↗
|
| 1/27/2026 |
Wealthspan Partners, Llc
|
Dec 2025 |
$275M
|
124 |
EDGAR ↗
|
| 1/27/2026 |
Ticino Wealth
|
Dec 2025 |
$270M
|
139 |
EDGAR ↗
|
| 1/27/2026 |
Members Advisory Group LLC
|
Dec 2025 |
$265M
|
31 |
EDGAR ↗
|
BullishAgent
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener