| 1/16/2026 |
Life Planning Partners, Inc
|
Dec 2025 |
$131M
|
66 |
EDGAR ↗
|
| 1/16/2026 |
Clio Asset Management LLC
|
Dec 2025 |
$129M
|
14 |
EDGAR ↗
|
| 1/16/2026 |
Stephen J. Garry & Associates, Llc
|
Dec 2025 |
$126M
|
51 |
EDGAR ↗
|
| 1/16/2026 |
Morangie Management LLC
|
Dec 2025 |
$126M
|
34 |
EDGAR ↗
|
| 1/16/2026 |
Vanguard Capital Wealth Advisors
|
Dec 2025 |
$125M
|
128 |
EDGAR ↗
|
| 1/16/2026 |
R.H. Investment Group, LLC
|
Dec 2025 |
$119M
|
33 |
EDGAR ↗
|
| 1/16/2026 |
Integrated Financial Solutions, Inc.
|
Jun 2025 |
$118M
|
24 |
EDGAR ↗
|
| 1/16/2026 |
Wall Street Financial Group, Inc.
|
Jun 2025 |
$111M
|
80 |
EDGAR ↗
|
| 1/16/2026 |
Verus Wealth Management, Llc
|
Dec 2025 |
$107M
|
53 |
EDGAR ↗
|
| 1/16/2026 |
Triad Investment Management
|
Dec 2025 |
$99M
|
36 |
EDGAR ↗
|
| 1/16/2026 |
Oregon Pacific Wealth Management, LLC
|
Dec 2025 |
$97M
|
135 |
EDGAR ↗
|
| 1/16/2026 |
Surience Private Wealth Llc
|
Dec 2025 |
$93M
|
33 |
EDGAR ↗
|
| 1/16/2026 |
Pictet Bank & Trust Ltd
|
Dec 2025 |
$83M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Blossom Wealth Management
|
Dec 2025 |
$61M
|
73 |
EDGAR ↗
|
| 1/16/2026 |
Bestgate Wealth Advisors, LLC
|
Dec 2025 |
$57M
|
53 |
EDGAR ↗
|
| 1/16/2026 |
Longboard Asset Management, LP
|
Dec 2025 |
$16M
|
71 |
EDGAR ↗
|
| 1/16/2026 |
SigFig Wealth Management, LLC
|
Dec 2025 |
$3M
|
137 |
EDGAR ↗
|
| 1/16/2026 |
Crowley Wealth Management, Inc.
|
Dec 2025 |
$1
|
— |
EDGAR ↗
|
| 1/15/2026 |
Allspring Global Investments Holdings, LLC
|
Dec 2025 |
$61.7B
|
3,364 |
EDGAR ↗
|
| 1/15/2026 |
Retirement Systems of Alabama
|
Dec 2025 |
$30.8B
|
943 |
EDGAR ↗
|
BullishAgent
Market
EDGAR
Earnings
Ratings
Insiders
Shorts
ETFs
Screener