| 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 ↗
|
| 1/15/2026 |
Community Financial Services Group, LLC
|
Dec 2025 |
$545M
|
167 |
EDGAR ↗
|
| 1/15/2026 |
Independent Investors Inc
|
Dec 2025 |
$538M
|
69 |
EDGAR ↗
|
| 1/15/2026 |
Shah Capital Management
|
Dec 2025 |
$519M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Bright Rock Capital Management, Llc
|
Dec 2025 |
$509M
|
77 |
EDGAR ↗
|
| 1/15/2026 |
ALM First Financial Advisors, LLC
|
Dec 2025 |
$505M
|
25 |
EDGAR ↗
|
| 1/15/2026 |
Professional Financial Advisors, LLC
|
Dec 2025 |
$490M
|
130 |
EDGAR ↗
|
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