| 1/27/2026 |
Friedenthal Financial
|
Dec 2025 |
$194M
|
251 |
EDGAR ↗
|
| 1/27/2026 |
Crystal Rock Capital Management
|
Dec 2025 |
$189M
|
33 |
EDGAR ↗
|
| 1/27/2026 |
Semus Wealth Partners LLC
|
Dec 2025 |
$186M
|
111 |
EDGAR ↗
|
| 1/27/2026 |
Stephenson & Company, Inc.
|
Dec 2025 |
$182M
|
45 |
EDGAR ↗
|
| 1/27/2026 |
Finivi Inc.
|
Dec 2025 |
$173M
|
103 |
EDGAR ↗
|
| 1/27/2026 |
Tranquilli Financial Advisor LLC
|
Dec 2025 |
$172M
|
130 |
EDGAR ↗
|
| 1/27/2026 |
Magnolia Wealth Management, LLC
|
Dec 2025 |
$167M
|
15 |
EDGAR ↗
|
| 1/27/2026 |
GraniteShares Advisors LLC
|
Dec 2025 |
$165M
|
90 |
EDGAR ↗
|
| 1/27/2026 |
Graphene Investments SAS
|
Dec 2025 |
$160M
|
44 |
EDGAR ↗
|
| 1/27/2026 |
Holcombe Financial, Inc.
|
Dec 2025 |
$159M
|
48 |
EDGAR ↗
|
| 1/27/2026 |
Lakeside Advisors, INC.
|
Dec 2025 |
$156M
|
62 |
EDGAR ↗
|
| 1/27/2026 |
Antonelli Financial Advisors, LLC
|
Dec 2025 |
$152M
|
44 |
EDGAR ↗
|
| 1/27/2026 |
Foundation Wealth Management, LLC
|
Dec 2025 |
$152M
|
43 |
EDGAR ↗
|
| 1/27/2026 |
Vista Finance, Llc
|
Dec 2025 |
$151M
|
52 |
EDGAR ↗
|
| 1/27/2026 |
MontVue Capital Management, Inc.
|
Dec 2025 |
$150M
|
65 |
EDGAR ↗
|
| 1/27/2026 |
Stillwater Wealth Management Group
|
Dec 2025 |
$147M
|
74 |
EDGAR ↗
|
| 1/27/2026 |
Keystone Financial Services, LLC
|
Dec 2025 |
$147M
|
54 |
EDGAR ↗
|
| 1/27/2026 |
Elevate Wealth Advisory, Inc
|
Dec 2025 |
$146M
|
122 |
EDGAR ↗
|
| 1/27/2026 |
Strategic Value Bank Partners Llc
|
Dec 2025 |
$146M
|
12 |
EDGAR ↗
|
| 1/27/2026 |
Fundamenta Capital S.A.
|
Dec 2025 |
$146M
|
— |
EDGAR ↗
|
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