| 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 ↗
|
| 1/16/2026 |
Ledgewood Wealth Advisors, LLC
|
Dec 2025 |
$174M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Melfa Wealth Management, Inc.
|
Dec 2025 |
$174M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Herbst Group, Llc
|
Dec 2025 |
$170M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Catalina Capital Group, LLC
|
Dec 2025 |
$165M
|
— |
EDGAR ↗
|
| 1/16/2026 |
M3 Advisory Group, LLC
|
Dec 2025 |
$164M
|
142 |
EDGAR ↗
|
| 1/16/2026 |
Bay Capital Advisors, LLC
|
Dec 2025 |
$164M
|
111 |
EDGAR ↗
|
| 1/16/2026 |
Crew Capital Management, Ltd
|
Dec 2025 |
$159M
|
111 |
EDGAR ↗
|
| 1/16/2026 |
CogentBlue Wealth Advisors, LLC
|
Dec 2025 |
$147M
|
75 |
EDGAR ↗
|
| 1/16/2026 |
Integrated Financial Solutions, Inc.
|
Sep 2025 |
$145M
|
26 |
EDGAR ↗
|
| 1/16/2026 |
Piscataqua Savings Bank
|
Dec 2025 |
$142M
|
515 |
EDGAR ↗
|
| 1/16/2026 |
Hopwood Financial Services, Inc.
|
Dec 2025 |
$142M
|
90 |
EDGAR ↗
|
| 1/16/2026 |
Wall Street Financial Group, Inc.
|
Sep 2025 |
$136M
|
101 |
EDGAR ↗
|
| 1/16/2026 |
First Community Trust Na
|
Dec 2025 |
$134M
|
352 |
EDGAR ↗
|
| 1/16/2026 |
Dorato Capital Management
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
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