| 1/22/2026 |
Fmb Wealth Management
|
Dec 2025 |
$253M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Granite Harbor Advisors, Inc.
|
Dec 2025 |
$237M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Christensen, King & Associates Investment Services, Inc.
|
Dec 2025 |
$234M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Sterneck Capital Management, LLC
|
Dec 2025 |
$222M
|
— |
EDGAR ↗
|
| 1/22/2026 |
IRON Financial LLC
|
Dec 2025 |
$218M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Beacon Financial Planning, Inc
|
Dec 2025 |
$207M
|
— |
EDGAR ↗
|
| 1/22/2026 |
CarsonAllaria Wealth Management, Ltd.
|
Dec 2025 |
$202M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Flower City Capital
|
Dec 2025 |
$196M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Treasure Coast Financial Planning
|
Dec 2025 |
$188M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Ridgecrest Wealth Partners, Llc
|
Dec 2025 |
$184M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Hager Investment Management Services, Llc
|
Dec 2025 |
$183M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Washburn Capital Management, Inc.
|
Dec 2025 |
$182M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Echo Wealth Management, LLC
|
Dec 2025 |
$171M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Upper Left Wealth Management, LLC
|
Dec 2025 |
$164M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Capstone Capital Llc
|
Dec 2025 |
$154M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Nautilus Advisors LLC
|
Dec 2025 |
$153M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Cascade Investment Group, Inc.
|
Dec 2025 |
$150M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Columbia Advisory Partners Llc
|
Dec 2025 |
$147M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Comprehensive Money Management Services LLC
|
Dec 2025 |
$145M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Accordant Advisory Group Inc
|
Dec 2025 |
$145M
|
— |
EDGAR ↗
|
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