| 1/20/2026 |
YANKCOM Partnership
|
Dec 2025 |
$235M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Midwest Financial Group LLC
|
Dec 2025 |
$226M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Blue Square Asset Management, Llc
|
Dec 2025 |
$225M
|
— |
EDGAR ↗
|
| 1/20/2026 |
eCIO, Inc.
|
Dec 2025 |
$215M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Pflug Koory, LLC
|
Dec 2025 |
$214M
|
— |
EDGAR ↗
|
| 1/20/2026 |
HMV Wealth Advisors, LLC
|
Dec 2025 |
$200M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Prospera Capital Management, LLC
|
Dec 2025 |
$198M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Arta Finance Wealth Management LLC
|
Dec 2025 |
$196M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Income Research & Management
|
Dec 2025 |
$190M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Sylvest Advisors, LLC
|
Dec 2025 |
$187M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Element Squared LLC
|
Dec 2025 |
$184M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cromwell Holdings LLC
|
Dec 2025 |
$183M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hamilton Lane Advisors Llc
|
Dec 2025 |
$182M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Three Magnolias Financial Advisors, LLC
|
Dec 2025 |
$161M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Shepherd Wealth Management Ltd Liability Co
|
Dec 2025 |
$144M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Park Capital Management, LLC / WI
|
Dec 2025 |
$140M
|
— |
EDGAR ↗
|
| 1/20/2026 |
BAM Wealth Management, LLC
|
Dec 2025 |
$138M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Mendota Financial Group, LLC
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/20/2026 |
J2 Capital Management Inc
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Capstone Wealth Management, LLC
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
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