| 1/21/2026 |
Planning Directions Inc
|
Dec 2025 |
$198M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Signature Resources Capital Management, LLC
|
Dec 2025 |
$198M
|
694 |
EDGAR ↗
|
| 1/21/2026 |
Main Line Retirement Advisors, LLC
|
Dec 2025 |
$198M
|
46 |
EDGAR ↗
|
| 1/21/2026 |
Clayton Financial Group LLC
|
Dec 2025 |
$196M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Center For Asset Management LLC
|
Dec 2025 |
$191M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Kentucky Trust Co
|
Dec 2025 |
$189M
|
304 |
EDGAR ↗
|
| 1/21/2026 |
Brown Shipley& Co Ltd
|
Dec 2025 |
$187M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Pacific Point Advisors, LLC
|
Dec 2025 |
$187M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Base Wealth Management LLC
|
Dec 2025 |
$186M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Wernau Asset Management Inc.
|
Dec 2025 |
$185M
|
49 |
EDGAR ↗
|
| 1/21/2026 |
Sutton Place Investors Llc
|
Dec 2025 |
$182M
|
130 |
EDGAR ↗
|
| 1/21/2026 |
Runnymede Capital Advisors, Inc.
|
Dec 2025 |
$174M
|
75 |
EDGAR ↗
|
| 1/21/2026 |
Trivant Custom Portfolio Group, LLC
|
Dec 2025 |
$174M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Atmos Advisory, Llc
|
Dec 2025 |
$173M
|
— |
EDGAR ↗
|
| 1/21/2026 |
SeaTown Holdings Pte. Ltd.
|
Dec 2025 |
$172M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Petra Financial Advisors Inc
|
Dec 2025 |
$170M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Greenhouse Wealth Management, LLC
|
Dec 2025 |
$169M
|
60 |
EDGAR ↗
|
| 1/21/2026 |
Wilkins Miller Wealth Management, LLC
|
Dec 2025 |
$168M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Salus Financial Advisors, LLC
|
Dec 2025 |
$167M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Jericho Financial, Llp
|
Dec 2025 |
$166M
|
40 |
EDGAR ↗
|
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