| 1/22/2026 |
Weaver Capital Management LLC
|
Dec 2025 |
$474M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Madrona Financial Services, LLC
|
Dec 2025 |
$468M
|
— |
EDGAR ↗
|
| 1/22/2026 |
DeDora Capital, Inc.
|
Dec 2025 |
$422M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Hill Island Financial Llc
|
Dec 2025 |
$418M
|
— |
EDGAR ↗
|
| 1/22/2026 |
tru Independence LLC
|
Dec 2025 |
$397M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Ifrah Financial Services, Inc.
|
Dec 2025 |
$389M
|
— |
EDGAR ↗
|
| 1/22/2026 |
BOCHK Asset Management Ltd
|
Dec 2025 |
$374M
|
— |
EDGAR ↗
|
| 1/22/2026 |
WealthBridge Investment Counsel Inc.
|
Dec 2025 |
$333M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Intergy Private Wealth, LLC
|
Dec 2025 |
$331M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Squire Investment Management Company, LLC
|
Dec 2025 |
$330M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Fiduciary Planning LLC
|
Dec 2025 |
$329M
|
— |
EDGAR ↗
|
| 1/22/2026 |
JCIC Asset Management Inc.
|
Dec 2025 |
$327M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Investment Advisory Services Inc /Tx /Adv
|
Dec 2025 |
$320M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Bear Mountain Capital, Inc.
|
Dec 2025 |
$310M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Richardson Financial Services Inc.
|
Dec 2025 |
$309M
|
— |
EDGAR ↗
|
| 1/22/2026 |
TSA Wealth Managment LLC
|
Dec 2025 |
$302M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Castle Wealth Management Llc
|
Dec 2025 |
$302M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Encompass Wealth Advisors, Llc
|
Dec 2025 |
$294M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Glass Jacobson Investment Advisors llc
|
Dec 2025 |
$278M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Searcy Financial Services Inc /Adv
|
Dec 2025 |
$270M
|
— |
EDGAR ↗
|