| 1/27/2026 |
Bolthouse Investments, LLC
|
Dec 2025 |
$112M
|
71 |
EDGAR ↗
|
| 1/27/2026 |
Rye Brook Capital LLC
|
Dec 2025 |
$107M
|
27 |
EDGAR ↗
|
| 1/27/2026 |
Fiscal Wisdom Wealth Management, LLC
|
Dec 2025 |
$106M
|
88 |
EDGAR ↗
|
| 1/27/2026 |
Portus Wealth Advisors, LLC
|
Dec 2025 |
$106M
|
52 |
EDGAR ↗
|
| 1/27/2026 |
HighRoad Wealth Advisors, LLC
|
Dec 2025 |
$105M
|
35 |
EDGAR ↗
|
| 1/27/2026 |
Measured Risk Portfolios, Inc.
|
Dec 2025 |
$101M
|
66 |
EDGAR ↗
|
| 1/27/2026 |
Benchmark Financial, LLC
|
Dec 2025 |
$100M
|
48 |
EDGAR ↗
|
| 1/27/2026 |
Michael Brady & Co., LLC
|
Dec 2025 |
$100M
|
53 |
EDGAR ↗
|
| 1/27/2026 |
Arnold Financial Planning LLC
|
Dec 2025 |
$97M
|
24 |
EDGAR ↗
|
| 1/27/2026 |
Breachway Investments LLC
|
Dec 2025 |
$95M
|
98 |
EDGAR ↗
|
| 1/27/2026 |
Northern Financial Advisors Inc
|
Dec 2025 |
$87M
|
— |
EDGAR ↗
|
| 1/27/2026 |
FSR Wealth Management Ltd.
|
Dec 2025 |
$85M
|
38 |
EDGAR ↗
|
| 1/27/2026 |
York GP, Ltd.
|
Dec 2025 |
$78M
|
2 |
EDGAR ↗
|
| 1/27/2026 |
Mayar Capital Ltd.
|
Dec 2025 |
$74M
|
13 |
EDGAR ↗
|
| 1/27/2026 |
Davies Financial Advisors, Inc.
|
Dec 2025 |
$54M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Cannon Global Investment Management, LLC
|
Dec 2025 |
$40M
|
59 |
EDGAR ↗
|
| 1/27/2026 |
Acute Investment Advisory, Llc
|
Dec 2025 |
$10M
|
15 |
EDGAR ↗
|
| 1/27/2026 |
Acuitas Investments, LLC
|
Dec 2025 |
$496,543
|
1 |
EDGAR ↗
|
| 1/27/2026 |
Summit Rock Advisors, LP
|
Dec 2025 |
$228,447
|
1 |
EDGAR ↗
|
| 1/27/2026 |
NNS Holding
|
Dec 2025 |
—
|
— |
EDGAR ↗
|
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