| 1/21/2026 |
SJS Investment Consulting Inc.
|
Dec 2025 |
$790M
|
2,890 |
EDGAR ↗
|
| 1/21/2026 |
Hunter Associates Investment Management Llc
|
Dec 2025 |
$748M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Capital Advisors Wealth Management, LLC
|
Dec 2025 |
$734M
|
219 |
EDGAR ↗
|
| 1/21/2026 |
Nexus Investment Management ULC
|
Dec 2025 |
$734M
|
70 |
EDGAR ↗
|
| 1/21/2026 |
Culbertson A N & Co Inc
|
Dec 2025 |
$729M
|
128 |
EDGAR ↗
|
| 1/21/2026 |
Walkner Condon Financial Advisors LLC
|
Dec 2025 |
$720M
|
308 |
EDGAR ↗
|
| 1/21/2026 |
Oak Thistle LLC
|
Dec 2025 |
$720M
|
481 |
EDGAR ↗
|
| 1/21/2026 |
Asio Capital, LLC
|
Dec 2025 |
$709M
|
111 |
EDGAR ↗
|
| 1/21/2026 |
Crews Bank & Trust
|
Dec 2025 |
$699M
|
623 |
EDGAR ↗
|
| 1/21/2026 |
Buffalo Business & Estate Services Ltd
|
Dec 2025 |
$696M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Stone House Investment Management, LLC
|
Dec 2025 |
$644M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Towercrest Capital Management
|
Dec 2025 |
$634M
|
98 |
EDGAR ↗
|
| 1/21/2026 |
Affiance Financial, LLC
|
Dec 2025 |
$622M
|
105 |
EDGAR ↗
|
| 1/21/2026 |
Jacobson & Schmitt Advisors, Llc
|
Dec 2025 |
$594M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Elwood & Goetz Wealth Advisory Group, LLC
|
Dec 2025 |
$569M
|
135 |
EDGAR ↗
|
| 1/21/2026 |
McNamara Financial Services, Inc.
|
Dec 2025 |
$527M
|
— |
EDGAR ↗
|
| 1/21/2026 |
WestHill Financial Advisors, Inc.
|
Dec 2025 |
$526M
|
81 |
EDGAR ↗
|
| 1/21/2026 |
Cambridge Advisors Inc.
|
Dec 2025 |
$525M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Jmac Enterprises Llc
|
Dec 2025 |
$523M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Blue Zone Wealth Advisors, LLC
|
Dec 2025 |
$523M
|
136 |
EDGAR ↗
|
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