| 1/20/2026 |
Essex LLC
|
Dec 2025 |
$565M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Voisard Asset Management Group, Inc.
|
Dec 2025 |
$463M
|
— |
EDGAR ↗
|
| 1/20/2026 |
New Capital Management LP
|
Dec 2025 |
$398M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Home Federal Bank Of Tennessee
|
Dec 2025 |
$385M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Packer & Co Ltd
|
Dec 2025 |
$376M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Accel Wealth Management
|
Dec 2025 |
$366M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cornell Pochily Investment Advisors, Inc.
|
Dec 2025 |
$345M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Sara-Bay Financial
|
Dec 2025 |
$334M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Joule Financial, LLC
|
Dec 2025 |
$334M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Alpha Financial Advisors, LLC
|
Dec 2025 |
$327M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Pine Harbor Wealth Management, LLC
|
Dec 2025 |
$326M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Realta Investment Advisors
|
Dec 2025 |
$306M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Investment Research & Advisory Group, Inc.
|
Dec 2025 |
$302M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hall Laurie J Trustee
|
Dec 2025 |
$301M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
Dec 2025 |
$297M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Greenbush Financial Group, LLC
|
Dec 2025 |
$294M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Miller Wealth Advisors, Llc
|
Dec 2025 |
$271M
|
136 |
EDGAR ↗
|
| 1/20/2026 |
Palisades Investment Partners, LLC
|
Dec 2025 |
$265M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hubbell Strickland Wealth Management, LLC
|
Dec 2025 |
$249M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Reliant Investment Management, LLC
|
Dec 2025 |
$247M
|
— |
EDGAR ↗
|
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