| 1/8/2026 |
Gridiron Partners, LLC
|
Dec 2025 |
$176M
|
59 |
EDGAR ↗
|
| 1/8/2026 |
Thoma Capital Management LLC
|
Dec 2025 |
$174M
|
60 |
EDGAR ↗
|
| 1/8/2026 |
AdviceOne Advisory Services, LLC
|
Dec 2025 |
$169M
|
39 |
EDGAR ↗
|
| 1/8/2026 |
Somnio Financial Group, LLC
|
Dec 2025 |
$151M
|
14 |
EDGAR ↗
|
| 1/8/2026 |
Integrated Capital Management, Inc.
|
Dec 2025 |
$150M
|
60 |
EDGAR ↗
|
| 1/8/2026 |
Ridgeline Wealth, LLC
|
Dec 2025 |
$144M
|
52 |
EDGAR ↗
|
| 1/8/2026 |
Gladwyn Financial Advisors, Inc.
|
Dec 2025 |
$142M
|
117 |
EDGAR ↗
|
| 1/8/2026 |
Pine Haven Investment Counsel, Inc
|
Dec 2025 |
$141M
|
116 |
EDGAR ↗
|
| 1/8/2026 |
Spartan Planning & Wealth Management
|
Dec 2025 |
$136M
|
79 |
EDGAR ↗
|
| 1/8/2026 |
Ulland Investment Advisors, LLC
|
Dec 2025 |
$125M
|
218 |
EDGAR ↗
|
| 1/8/2026 |
Sincerus Advisory, LLC
|
Dec 2025 |
$124M
|
75 |
EDGAR ↗
|
| 1/8/2026 |
Chesapeake Asset Management Llc
|
Dec 2025 |
$121M
|
945,089 |
EDGAR ↗
|
| 1/8/2026 |
Sentinel Wealth Management, Inc.
|
Dec 2025 |
$121M
|
38 |
EDGAR ↗
|
| 1/8/2026 |
Asempa Wealth Advisors
|
Dec 2025 |
$116M
|
113 |
EDGAR ↗
|
| 1/8/2026 |
Waycross Investment Management Co
|
Dec 2025 |
$114M
|
47 |
EDGAR ↗
|
| 1/8/2026 |
Sentinel Wealth Management, Inc.
|
Jun 2025 |
$106M
|
39 |
EDGAR ↗
|
| 1/8/2026 |
American National Bank of Texas
|
Dec 2025 |
$104M
|
62 |
EDGAR ↗
|
| 1/8/2026 |
Peoples Bank/KS
|
Dec 2025 |
$99M
|
98 |
EDGAR ↗
|
| 1/8/2026 |
Charis Legacy Partners, LLC
|
Dec 2025 |
$68M
|
26 |
EDGAR ↗
|
| 1/8/2026 |
Sanders Morris Harris Llc
|
Dec 2025 |
$65M
|
35 |
EDGAR ↗
|
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