| 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 ↗
|
| 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 ↗
|
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