| 1/23/2026 |
Evolution Advisers, Inc.
|
Dec 2025 |
$231M
|
170 |
EDGAR ↗
|
| 1/23/2026 |
Optima Capital Llc
|
Dec 2025 |
$231M
|
1,937 |
EDGAR ↗
|
| 1/23/2026 |
Blue Sky Capital Consultants Group, Inc.
|
Dec 2025 |
$230M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Aspect Partners, LLC
|
Dec 2025 |
$228M
|
955 |
EDGAR ↗
|
| 1/23/2026 |
Azarias Capital Management, L.P.
|
Dec 2025 |
$228M
|
— |
EDGAR ↗
|
| 1/23/2026 |
State Insurance Fund
|
Dec 2025 |
$227M
|
1 |
EDGAR ↗
|
| 1/23/2026 |
Windle Wealth, LLC
|
Dec 2025 |
$223M
|
34 |
EDGAR ↗
|
| 1/23/2026 |
Evolution Advisers, Inc.
|
Sep 2025 |
$222M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Robbins Farley
|
Dec 2025 |
$221M
|
146 |
EDGAR ↗
|
| 1/23/2026 |
Tandem Capital Management Corp /Adv
|
Dec 2025 |
$220M
|
115 |
EDGAR ↗
|
| 1/23/2026 |
Financial Futures Ltd Liability Co.
|
Dec 2025 |
$216M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Old North State Wealth Management, LLC
|
Dec 2025 |
$213M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Tower View Wealth Management LLC
|
Dec 2025 |
$202M
|
176 |
EDGAR ↗
|
| 1/23/2026 |
Pinnacle Wealth Management Group, Inc.
|
Dec 2025 |
$200M
|
126 |
EDGAR ↗
|
| 1/23/2026 |
Aua Capital Management, Llc
|
Dec 2025 |
$199M
|
80 |
EDGAR ↗
|
| 1/23/2026 |
Successful Portfolios LLC
|
Dec 2025 |
$196M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Destiny Capital Corp/CO
|
Dec 2025 |
$194M
|
54 |
EDGAR ↗
|
| 1/23/2026 |
Visionary Horizons, LLC
|
Dec 2025 |
$193M
|
113 |
EDGAR ↗
|
| 1/23/2026 |
Smallwood Wealth Investment Management, LLC
|
Dec 2025 |
$191M
|
521 |
EDGAR ↗
|
| 1/23/2026 |
Meridian Financial Advisors, LLC
|
Dec 2025 |
$184M
|
142 |
EDGAR ↗
|
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