| 1/23/2026 |
Live Oak Private Wealth LLC
|
Dec 2025 |
$734M
|
198 |
EDGAR ↗
|
| 1/23/2026 |
FSM Wealth Advisors, LLC
|
Dec 2025 |
$731M
|
— |
EDGAR ↗
|
| 1/23/2026 |
James J. Burns & Company, LLC
|
Dec 2025 |
$725M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Valley National Advisers Inc
|
Dec 2025 |
$722M
|
1,023 |
EDGAR ↗
|
| 1/23/2026 |
Intelligence Driven Advisers, LLC
|
Dec 2025 |
$700M
|
138 |
EDGAR ↗
|
| 1/23/2026 |
Greenup Street Wealth Management Llc
|
Dec 2025 |
$693M
|
119 |
EDGAR ↗
|
| 1/23/2026 |
High Ground Investment Management LLP
|
Dec 2025 |
$687M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Founders Capital Management, Llc
|
Dec 2025 |
$673M
|
79 |
EDGAR ↗
|
| 1/23/2026 |
Blue Fin Capital, Inc.
|
Dec 2025 |
$645M
|
153 |
EDGAR ↗
|
| 1/23/2026 |
Market Street Wealth Management Advisors Llc
|
Dec 2025 |
$643M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Westside Investment Management, Inc.
|
Dec 2025 |
$625M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Legacy Financial Strategies, LLC
|
Dec 2025 |
$565M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Strong Tower Advisory Services
|
Dec 2025 |
$558M
|
97 |
EDGAR ↗
|
| 1/23/2026 |
Coerente Capital Management
|
Dec 2025 |
$548M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Patten Group, Inc.
|
Dec 2025 |
$541M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Aljian Capital Management, LLC
|
Dec 2025 |
$502M
|
121 |
EDGAR ↗
|
| 1/23/2026 |
Family Investment Center, Inc.
|
Dec 2025 |
$495M
|
97 |
EDGAR ↗
|
| 1/23/2026 |
ABLE Financial Group, LLC
|
Dec 2025 |
$492M
|
218 |
EDGAR ↗
|
| 1/23/2026 |
Clarity Wealth Advisors, LLC
|
Dec 2025 |
$490M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Northwest Quadrant Wealth Management, LLC
|
Dec 2025 |
$484M
|
— |
EDGAR ↗
|
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