| 1/8/2026 |
PMV Capital Advisers, LLC
|
Dec 2025 |
$55M
|
86 |
EDGAR ↗
|
| 1/8/2026 |
Tuttle Capital Management, LLC
|
Dec 2025 |
$45M
|
101 |
EDGAR ↗
|
| 1/8/2026 |
Profit Investment Management, LLC
|
Dec 2025 |
$25M
|
35 |
EDGAR ↗
|
| 1/8/2026 |
Aveo Capital Partners, LLC
|
Dec 2025 |
$1
|
— |
EDGAR ↗
|
| 1/7/2026 |
Greenhaven Associates Inc
|
Dec 2025 |
$6.2B
|
30 |
EDGAR ↗
|
| 1/7/2026 |
Sagespring Wealth Partners, Llc
|
Dec 2025 |
$5.5B
|
783 |
EDGAR ↗
|
| 1/7/2026 |
Orgel Wealth Management, LLC
|
Dec 2025 |
$4.5B
|
92 |
EDGAR ↗
|
| 1/7/2026 |
Hamlin Capital Management, LLC
|
Dec 2025 |
$4.2B
|
30 |
EDGAR ↗
|
| 1/7/2026 |
MassMutual Private Wealth & Trust, FSB
|
Dec 2025 |
$3.9B
|
2,394 |
EDGAR ↗
|
| 1/7/2026 |
Covea Finance
|
Dec 2025 |
$3.0B
|
128 |
EDGAR ↗
|
| 1/7/2026 |
CWA Asset Management Group, LLC
|
Dec 2025 |
$2.8B
|
643 |
EDGAR ↗
|
| 1/7/2026 |
TruWealth Advisors, LLC
|
Dec 2025 |
$2.0B
|
182 |
EDGAR ↗
|
| 1/7/2026 |
Procyon Advisors, LLC
|
Dec 2025 |
$2.0B
|
561 |
EDGAR ↗
|
| 1/7/2026 |
Cyndeo Wealth Partners, LLC
|
Dec 2025 |
$1.9B
|
477 |
EDGAR ↗
|
| 1/7/2026 |
Fragasso Financial Advisors Inc
|
Dec 2025 |
$1.7B
|
297 |
EDGAR ↗
|
| 1/7/2026 |
Baldwin Wealth Partners Llc/Ma
|
Dec 2025 |
$1.6B
|
292 |
EDGAR ↗
|
| 1/7/2026 |
Cahaba Wealth Management, Inc.
|
Dec 2025 |
$1.4B
|
156 |
EDGAR ↗
|
| 1/7/2026 |
Harbor Investment Advisory, Llc
|
Dec 2025 |
$1.3B
|
1,230 |
EDGAR ↗
|
| 1/7/2026 |
Magnus Financial Group LLC
|
Dec 2025 |
$1.3B
|
419 |
EDGAR ↗
|
| 1/7/2026 |
Northside Capital Management, LLC
|
Dec 2025 |
$1.2B
|
201 |
EDGAR ↗
|
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