| 1/15/2026 |
Paladin Wealth, LLC
|
Dec 2025 |
$146M
|
120 |
EDGAR ↗
|
| 1/15/2026 |
Lighthouse Wealth Management Inc.
|
Dec 2025 |
$146M
|
43 |
EDGAR ↗
|
| 1/15/2026 |
Persistent Asset Partners Ltd
|
Sep 2025 |
$145M
|
287 |
EDGAR ↗
|
| 1/15/2026 |
Guided Capital Wealth Management, LLC
|
Dec 2025 |
$143M
|
36 |
EDGAR ↗
|
| 1/15/2026 |
Cannon Advisors, Inc.
|
Dec 2025 |
$142M
|
83 |
EDGAR ↗
|
| 1/15/2026 |
JP Wealth Management, Inc.
|
Dec 2025 |
$141M
|
15 |
EDGAR ↗
|
| 1/15/2026 |
Polaris Investment Advisors, LLC
|
Dec 2025 |
$138M
|
73 |
EDGAR ↗
|
| 1/15/2026 |
Elser Financial Planning, Inc
|
Dec 2025 |
$138M
|
— |
EDGAR ↗
|
| 1/15/2026 |
ADG Wealth Management Group, LLC
|
Dec 2025 |
$132M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Paller Financial Services Inc
|
Dec 2025 |
$125M
|
45 |
EDGAR ↗
|
| 1/15/2026 |
Lord & Richards Wealth Management, LLC
|
Dec 2025 |
$116M
|
288 |
EDGAR ↗
|
| 1/15/2026 |
Sherman Wealth Management LLC
|
Dec 2025 |
$115M
|
77 |
EDGAR ↗
|
| 1/15/2026 |
Powerhouse Assets LLC
|
Dec 2025 |
$114M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Cassilly Financial Group LLC
|
Dec 2025 |
$113M
|
62 |
EDGAR ↗
|
| 1/15/2026 |
DB Fitzpatrick & Co, Inc
|
Dec 2025 |
$113M
|
100 |
EDGAR ↗
|
| 1/15/2026 |
Infinity Wealth Counsel, LLC
|
Dec 2025 |
$110M
|
62 |
EDGAR ↗
|
| 1/15/2026 |
Haven Capital Group, Inc.
|
Dec 2025 |
$107M
|
34 |
EDGAR ↗
|
| 1/15/2026 |
Pacific Capital Partners Ltd
|
Dec 2025 |
$94M
|
38 |
EDGAR ↗
|
| 1/15/2026 |
Retireful, LLC
|
Dec 2025 |
$80M
|
93 |
EDGAR ↗
|
| 1/15/2026 |
Vaughan Nelson Investment Management, L.P.
|
Dec 2025 |
$10M
|
733 |
EDGAR ↗
|
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