| 1/20/2026 |
Stratos Investment Management, LLC
|
Dec 2025 |
$2.5B
|
— |
EDGAR ↗
|
| 1/20/2026 |
JB Capital LLC
|
Dec 2025 |
$2.4B
|
— |
EDGAR ↗
|
| 1/20/2026 |
AdvisorNet Financial, Inc
|
Dec 2025 |
$1.9B
|
— |
EDGAR ↗
|
| 1/20/2026 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
Dec 2025 |
$1.7B
|
— |
EDGAR ↗
|
| 1/20/2026 |
1900 Wealth Management Llc
|
Dec 2025 |
$1.6B
|
— |
EDGAR ↗
|
| 1/20/2026 |
QV Investors Inc.
|
Dec 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Trust Co Of Toledo Na /Oh/
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Tritonpoint Wealth, Llc
|
Dec 2025 |
$986M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Toth Financial Advisory Corp
|
Dec 2025 |
$921M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Sheets Smith Wealth Management
|
Dec 2025 |
$911M
|
— |
EDGAR ↗
|
| 1/20/2026 |
RPG Investment Advisory, LLC
|
Dec 2025 |
$881M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Tran Capital Management, L.P.
|
Dec 2025 |
$835M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hanson & Doremus Investment Management
|
Dec 2025 |
$832M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Independence Bank of Kentucky
|
Dec 2025 |
$804M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Kavar Capital Partners Group, Llc
|
Dec 2025 |
$725M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cohen Capital Management, Inc.
|
Dec 2025 |
$664M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Polunin Capital Partners Ltd
|
Dec 2025 |
$649M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Secure Asset Management, LLC
|
Dec 2025 |
$639M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Princeton Global Asset Management LLC
|
Dec 2025 |
$618M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Oakmont Corp
|
Dec 2025 |
$578M
|
— |
EDGAR ↗
|
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