| 1/21/2026 |
Compass Advisory Group LLC
|
Dec 2025 |
$370M
|
84 |
EDGAR ↗
|
| 1/21/2026 |
M. Kraus & Co
|
Dec 2025 |
$358M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Drummond Knight Asset Management Pty Ltd
|
Dec 2025 |
$357M
|
11 |
EDGAR ↗
|
| 1/21/2026 |
Seascape Capital Management
|
Dec 2025 |
$352M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Bank Of Stockton
|
Dec 2025 |
$349M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Srh Advisors, Llc
|
Dec 2025 |
$347M
|
293 |
EDGAR ↗
|
| 1/21/2026 |
Capital Advisory Group Advisory Services, LLC
|
Dec 2025 |
$340M
|
171 |
EDGAR ↗
|
| 1/21/2026 |
Indiana Trust & Investment Management Co
|
Dec 2025 |
$339M
|
487 |
EDGAR ↗
|
| 1/21/2026 |
HT Partners LLC
|
Dec 2025 |
$336M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Muzinich & Co., Inc.
|
Dec 2025 |
$318M
|
38 |
EDGAR ↗
|
| 1/21/2026 |
First United Bank & Trust
|
Dec 2025 |
$313M
|
557 |
EDGAR ↗
|
| 1/21/2026 |
Bishop & Co Investment Management, LLC
|
Dec 2025 |
$302M
|
28 |
EDGAR ↗
|
| 1/21/2026 |
Warner Financial, Inc
|
Dec 2025 |
$288M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Townsend Asset Management Corp /Nc/ /Adv
|
Dec 2025 |
$284M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Raleigh Capital Management Inc.
|
Dec 2025 |
$276M
|
583 |
EDGAR ↗
|
| 1/21/2026 |
Access Financial Services, Inc.
|
Dec 2025 |
$275M
|
— |
EDGAR ↗
|
| 1/21/2026 |
IMZ Advisory Inc
|
Dec 2025 |
$273M
|
39 |
EDGAR ↗
|
| 1/21/2026 |
AJ Advisors, LLC
|
Dec 2025 |
$271M
|
35 |
EDGAR ↗
|
| 1/21/2026 |
Heritage Oak Wealth Advisors Llc
|
Dec 2025 |
$271M
|
79 |
EDGAR ↗
|
| 1/21/2026 |
Crux Wealth Advisors
|
Dec 2025 |
$269M
|
176 |
EDGAR ↗
|
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