| 1/21/2026 |
Jackson Square Capital, Llc
|
Dec 2025 |
$505M
|
152 |
EDGAR ↗
|
| 1/21/2026 |
Sunburst Financial Group, LLC
|
Dec 2025 |
$494M
|
127 |
EDGAR ↗
|
| 1/21/2026 |
Peddock Capital Advisors, Llc
|
Dec 2025 |
$477M
|
160 |
EDGAR ↗
|
| 1/21/2026 |
Alliance Wealth Management Group
|
Dec 2025 |
$456M
|
94 |
EDGAR ↗
|
| 1/21/2026 |
Landaas & Co /Wi /Adv
|
Dec 2025 |
$455M
|
126 |
EDGAR ↗
|
| 1/21/2026 |
Capital Management Associates, Inc
|
Dec 2025 |
$452M
|
171 |
EDGAR ↗
|
| 1/21/2026 |
Financial & Tax Architects, LLC
|
Dec 2025 |
$445M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Mason & Associates, LLC
|
Dec 2025 |
$440M
|
39 |
EDGAR ↗
|
| 1/21/2026 |
WealthBridge Capital Management, LLC
|
Dec 2025 |
$439M
|
208 |
EDGAR ↗
|
| 1/21/2026 |
Leading Edge Financial Planning LLC
|
Dec 2025 |
$439M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Inlet Private Wealth, LLC
|
Dec 2025 |
$431M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Mezzasalma Advisors, LLC
|
Dec 2025 |
$416M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Capricorn Fund Managers Ltd
|
Dec 2025 |
$415M
|
— |
EDGAR ↗
|
| 1/21/2026 |
McElhenny Sheffield Capital Management, LLC
|
Dec 2025 |
$411M
|
100 |
EDGAR ↗
|
| 1/21/2026 |
Palumbo Wealth Management LLC
|
Dec 2025 |
$405M
|
218 |
EDGAR ↗
|
| 1/21/2026 |
NovaPoint Capital, LLC
|
Dec 2025 |
$388M
|
79 |
EDGAR ↗
|
| 1/21/2026 |
Hartford Financial Management Inc.
|
Dec 2025 |
$385M
|
338 |
EDGAR ↗
|
| 1/21/2026 |
Snider Financial Group
|
Dec 2025 |
$375M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Physicians Financial Services, Inc.
|
Dec 2025 |
$373M
|
107 |
EDGAR ↗
|
| 1/21/2026 |
Truefg, Llc
|
Dec 2025 |
$373M
|
— |
EDGAR ↗
|
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