| 1/27/2026 |
Richards, Merrill & Peterson, Inc.
|
Dec 2025 |
$261M
|
273 |
EDGAR ↗
|
| 1/27/2026 |
Hoertkorn Richard Charles
|
Dec 2025 |
$257M
|
80 |
EDGAR ↗
|
| 1/27/2026 |
Grunden Financial Advisory, Inc.
|
Dec 2025 |
$256M
|
35 |
EDGAR ↗
|
| 1/27/2026 |
Mine & Arao Wealth Creation & Management, LLC.
|
Dec 2025 |
$256M
|
76 |
EDGAR ↗
|
| 1/27/2026 |
Mills Wealth Advisors LLC
|
Dec 2025 |
$254M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Lecap Asset Management Ltd
|
Dec 2025 |
$251M
|
277 |
EDGAR ↗
|
| 1/27/2026 |
5T Wealth, LLC
|
Dec 2025 |
$250M
|
127 |
EDGAR ↗
|
| 1/27/2026 |
WealthCollab, LLC
|
Dec 2025 |
$244M
|
1,112 |
EDGAR ↗
|
| 1/27/2026 |
Pavion Blue Capital, LLC
|
Dec 2025 |
$241M
|
107 |
EDGAR ↗
|
| 1/27/2026 |
Dravo Bay Llc
|
Dec 2025 |
$241M
|
51 |
EDGAR ↗
|
| 1/27/2026 |
Silphium Asset Management Ltd
|
Dec 2025 |
$236M
|
47 |
EDGAR ↗
|
| 1/27/2026 |
Latitude Advisors, LLC
|
Dec 2025 |
$227M
|
224 |
EDGAR ↗
|
| 1/27/2026 |
Family Capital Management, Inc.
|
Dec 2025 |
$225M
|
100 |
EDGAR ↗
|
| 1/27/2026 |
Darrow Company, Inc.
|
Dec 2025 |
$223M
|
59 |
EDGAR ↗
|
| 1/27/2026 |
Genoa Capital Gestora de Recursos Ltda.
|
Dec 2025 |
$219M
|
17 |
EDGAR ↗
|
| 1/27/2026 |
Sitrin Capital Management LLC
|
Dec 2025 |
$211M
|
38 |
EDGAR ↗
|
| 1/27/2026 |
Sterling Group Wealth Management, LLC
|
Dec 2025 |
$207M
|
51 |
EDGAR ↗
|
| 1/27/2026 |
International City Management Association Retirement Corp
|
Dec 2025 |
$197M
|
6 |
EDGAR ↗
|
| 1/27/2026 |
Vestia Personal Wealth Advisors
|
Dec 2025 |
$197M
|
98 |
EDGAR ↗
|
| 1/27/2026 |
Jones Kertz & Associates, Inc.
|
Dec 2025 |
$195M
|
— |
EDGAR ↗
|
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