| 1/9/2026 |
GEM Asset Management, LLC
|
Dec 2025 |
$224M
|
107 |
EDGAR ↗
|
| 1/9/2026 |
FOCUS Wealth Advisors, LLC
|
Dec 2025 |
$215M
|
58 |
EDGAR ↗
|
| 1/9/2026 |
Hardin Capital Partners, LLC
|
Dec 2025 |
$212M
|
132 |
EDGAR ↗
|
| 1/9/2026 |
Constitution Capital LLC
|
Dec 2025 |
$211M
|
64 |
EDGAR ↗
|
| 1/9/2026 |
Westview Management dba Westview Investment Advisors
|
Dec 2025 |
$210M
|
75 |
EDGAR ↗
|
| 1/9/2026 |
Murphy, Middleton, Hinkle & Parker, Inc.
|
Dec 2025 |
$207M
|
133 |
EDGAR ↗
|
| 1/9/2026 |
Aull & Monroe Investment Management Corp
|
Dec 2025 |
$200M
|
120 |
EDGAR ↗
|
| 1/9/2026 |
IFS Advisors, LLC
|
Dec 2025 |
$192M
|
193 |
EDGAR ↗
|
| 1/9/2026 |
Baron Financial Group, LLC
|
Dec 2025 |
$187M
|
57 |
EDGAR ↗
|
| 1/9/2026 |
Rf&L Wealth Management, Llc
|
Dec 2025 |
$178M
|
62 |
EDGAR ↗
|
| 1/9/2026 |
Independence Wealth Advisors, LLC
|
Dec 2025 |
$178M
|
83 |
EDGAR ↗
|
| 1/9/2026 |
Ptm Wealth Management, Llc
|
Dec 2025 |
$177M
|
56 |
EDGAR ↗
|
| 1/9/2026 |
Crocodile Capital Partners GmbH
|
Dec 2025 |
$167M
|
15 |
EDGAR ↗
|
| 1/9/2026 |
Capstone Wealth Management Group LLC
|
Dec 2025 |
$165M
|
129 |
EDGAR ↗
|
| 1/9/2026 |
ZynergyRetirementPlanningLLC
|
Dec 2025 |
$163M
|
27 |
EDGAR ↗
|
| 1/9/2026 |
Cultivar Capital, Inc.
|
Dec 2025 |
$156M
|
43 |
EDGAR ↗
|
| 1/9/2026 |
Silvia Mccoll Wealth Management, Llc
|
Dec 2025 |
$150M
|
116 |
EDGAR ↗
|
| 1/9/2026 |
Partnership Wealth Management, LLC
|
Dec 2025 |
$139M
|
68 |
EDGAR ↗
|
| 1/9/2026 |
Post Resch Tallon Group Inc.
|
Dec 2025 |
$118M
|
109 |
EDGAR ↗
|
| 1/9/2026 |
Lwm Advisors Inc
|
Dec 2025 |
$114M
|
29 |
EDGAR ↗
|
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