| 1/14/2026 |
Ballew Advisors, Inc
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Meriwether Wealth & Planning, LLC
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Aegis Wealth Management LLC
|
Dec 2025 |
$177M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Cascade Investment Advisors, Inc.
|
Dec 2025 |
$170M
|
— |
EDGAR ↗
|
| 1/14/2026 |
BCO Wealth Management LLC
|
Dec 2025 |
$163M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Cox Capital Mgt LLC
|
Dec 2025 |
$161M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Flywheel Private Wealth LLC
|
Dec 2025 |
$160M
|
— |
EDGAR ↗
|
| 1/14/2026 |
International Private Wealth Advisors LLC
|
Dec 2025 |
$159M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Terra Nova Asset Management LLC
|
Dec 2025 |
$152M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Petros Family Wealth, LLC
|
Dec 2025 |
$150M
|
— |
EDGAR ↗
|
| 1/14/2026 |
CPR Investments Inc.
|
Dec 2025 |
$149M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Wincap Financial Llc
|
Dec 2025 |
$146M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Cottonwood Capital Advisors, Llc
|
Dec 2025 |
$140M
|
— |
EDGAR ↗
|
| 1/14/2026 |
R.H. Dinel Investment Counsel, Inc.
|
Dec 2025 |
$136M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Cushing Capital Partners, LLC
|
Dec 2025 |
$135M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Camelot Technology Advisors, Inc.
|
Dec 2025 |
$135M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Aventus Investment Advisors, Inc.
|
Dec 2025 |
$123M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Legacy Solutions, Llc
|
Dec 2025 |
$114M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Sjbenen Advisory, Llc
|
Dec 2025 |
$107M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Q Fund Management (Hong Kong) Ltd
|
Dec 2025 |
$107M
|
— |
EDGAR ↗
|
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