| 1/16/2026 |
Postrock Partners Llc
|
Dec 2025 |
$230M
|
— |
EDGAR ↗
|
| 1/16/2026 |
IVC Wealth Advisors LLC
|
Dec 2025 |
$230M
|
179 |
EDGAR ↗
|
| 1/16/2026 |
Asset Planning Services Inc /La/ /Adv
|
Dec 2025 |
$226M
|
35 |
EDGAR ↗
|
| 1/16/2026 |
Wealth Advisors Northwest LLC
|
Dec 2025 |
$225M
|
56 |
EDGAR ↗
|
| 1/16/2026 |
Forte Asset Management Llc
|
Dec 2025 |
$220M
|
73 |
EDGAR ↗
|
| 1/16/2026 |
PFS Partners, LLC
|
Dec 2025 |
$219M
|
591 |
EDGAR ↗
|
| 1/16/2026 |
Financial Planning Navigators CORP
|
Dec 2025 |
$218M
|
47 |
EDGAR ↗
|
| 1/16/2026 |
Armstrong, Fleming & Moore, Inc
|
Dec 2025 |
$216M
|
105 |
EDGAR ↗
|
| 1/16/2026 |
Udine Wealth Management, Inc.
|
Dec 2025 |
$212M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Worth Financial Advisory Group, LLC
|
Dec 2025 |
$206M
|
180 |
EDGAR ↗
|
| 1/16/2026 |
Birchcreek Wealth Management, LLC
|
Dec 2025 |
$204M
|
113 |
EDGAR ↗
|
| 1/16/2026 |
Swp Financial Llc
|
Dec 2025 |
$199M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Sharp Wealth Advisory, LLC
|
Dec 2025 |
$199M
|
113 |
EDGAR ↗
|
| 1/16/2026 |
Washington University
|
Dec 2025 |
$198M
|
5 |
EDGAR ↗
|
| 1/16/2026 |
Keystone Financial Group, Inc.
|
Dec 2025 |
$191M
|
136 |
EDGAR ↗
|
| 1/16/2026 |
Elemental Capital Partners LLC
|
Dec 2025 |
$188M
|
7 |
EDGAR ↗
|
| 1/16/2026 |
Walker Asset Management, LLC
|
Dec 2025 |
$186M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Cassia Capital Partners, LLC
|
Dec 2025 |
$185M
|
63 |
EDGAR ↗
|
| 1/16/2026 |
HFG Wealth Management, LLC
|
Dec 2025 |
$181M
|
52 |
EDGAR ↗
|
| 1/16/2026 |
Taylor & Morgan Wealth Management, LLC
|
Dec 2025 |
$178M
|
— |
EDGAR ↗
|
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