| 1/15/2026 |
Dock Street Asset Management Inc
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/15/2026 |
Three Seasons Wealth, LLC
|
Dec 2025 |
$1.0B
|
199 |
EDGAR ↗
|
| 1/15/2026 |
Barlow Wealth Partners, Llc
|
Dec 2025 |
$927M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Columbus Macro, LLC
|
Dec 2025 |
$913M
|
204 |
EDGAR ↗
|
| 1/15/2026 |
Great Waters Wealth Management
|
Dec 2025 |
$909M
|
117 |
EDGAR ↗
|
| 1/15/2026 |
Archford Capital Strategies, LLC
|
Dec 2025 |
$858M
|
334 |
EDGAR ↗
|
| 1/15/2026 |
Jamison Private Wealth Management, Inc.
|
Dec 2025 |
$823M
|
210 |
EDGAR ↗
|
| 1/15/2026 |
Polianta Ltd
|
Dec 2025 |
$764M
|
86 |
EDGAR ↗
|
| 1/15/2026 |
Adams Asset Advisors, LLC
|
Dec 2025 |
$760M
|
— |
EDGAR ↗
|
| 1/15/2026 |
McGlone Suttner Wealth Management, Inc.
|
Dec 2025 |
$743M
|
190 |
EDGAR ↗
|
| 1/15/2026 |
Strategic Point Investment Advisors, LLC
|
Dec 2025 |
$723M
|
37 |
EDGAR ↗
|
| 1/15/2026 |
Alpine Bank Wealth Management
|
Dec 2025 |
$707M
|
252 |
EDGAR ↗
|
| 1/15/2026 |
Affinity Wealth Management Llc
|
Dec 2025 |
$703M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Crane Advisory, LLC
|
Dec 2025 |
$661M
|
52 |
EDGAR ↗
|
| 1/15/2026 |
Warwick Investment Management, Inc.
|
Dec 2025 |
$649M
|
149 |
EDGAR ↗
|
| 1/15/2026 |
Bourgeon Capital Management Llc
|
Dec 2025 |
$618M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Orrstown Financial Services Inc
|
Dec 2025 |
$600M
|
126 |
EDGAR ↗
|
| 1/15/2026 |
Bricktown Capital, LLC
|
Dec 2025 |
$594M
|
25 |
EDGAR ↗
|
| 1/15/2026 |
Ironwood Financial, llc
|
Dec 2025 |
$590M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Brady Martz Wealth Solutions, LLC
|
Dec 2025 |
$568M
|
— |
EDGAR ↗
|
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