| 1/15/2026 |
Cherry Creek Investment Advisors, Inc.
|
Dec 2025 |
$234M
|
117 |
EDGAR ↗
|
| 1/15/2026 |
RCS Financial Planning, LLC
|
Dec 2025 |
$232M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Boit C F David
|
Dec 2025 |
$231M
|
— |
EDGAR ↗
|
| 1/15/2026 |
PFG Private Wealth Management, LLC
|
Dec 2025 |
$229M
|
74 |
EDGAR ↗
|
| 1/15/2026 |
Dixon Fnancial Services, Inc.
|
Dec 2025 |
$226M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Cobblestone Asset Management LLC
|
Dec 2025 |
$223M
|
70 |
EDGAR ↗
|
| 1/15/2026 |
MOR Wealth Management, LLC
|
Dec 2025 |
$219M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Cohen Investment Advisors LLC
|
Dec 2025 |
$217M
|
78 |
EDGAR ↗
|
| 1/15/2026 |
One Plus One Wealth Management, Llc
|
Dec 2025 |
$217M
|
101 |
EDGAR ↗
|
| 1/15/2026 |
Sage Capital Management, LLC
|
Dec 2025 |
$216M
|
161 |
EDGAR ↗
|
| 1/15/2026 |
Alhambra Investment Management LLC
|
Dec 2025 |
$215M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Arcadia Investment Advisors Llc
|
Dec 2025 |
$215M
|
82 |
EDGAR ↗
|
| 1/15/2026 |
MTC Wealth Management LLC
|
Dec 2025 |
$213M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Kieckhefer Group Llc
|
Dec 2025 |
$210M
|
54 |
EDGAR ↗
|
| 1/15/2026 |
William Marsh Rice University
|
Dec 2025 |
$203M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Econ Financial Services Corp
|
Dec 2025 |
$199M
|
74 |
EDGAR ↗
|
| 1/15/2026 |
Founders Capital Management
|
Dec 2025 |
$193M
|
408 |
EDGAR ↗
|
| 1/15/2026 |
OxenFree Capital LLC
|
Dec 2025 |
$190M
|
48 |
EDGAR ↗
|
| 1/15/2026 |
Hofer & Associates. Inc
|
Dec 2025 |
$189M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Hara Capital LLC
|
Dec 2025 |
$180M
|
298 |
EDGAR ↗
|
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