| 1/7/2026 |
Everhart Financial Group, Inc.
|
Dec 2025 |
$1.1B
|
417 |
EDGAR ↗
|
| 1/7/2026 |
Tetrad Corp
|
Dec 2025 |
$1.0B
|
3 |
EDGAR ↗
|
| 1/7/2026 |
Central Pacific Bank - Trust Division
|
Dec 2025 |
$815M
|
923 |
EDGAR ↗
|
| 1/7/2026 |
Gilbert & Cook, Inc.
|
Dec 2025 |
$796M
|
220 |
EDGAR ↗
|
| 1/7/2026 |
Capital Advantage, Inc.
|
Dec 2025 |
$741M
|
149 |
EDGAR ↗
|
| 1/7/2026 |
Henrickson Nauta Wealth Advisors, Inc.
|
Dec 2025 |
$678M
|
— |
EDGAR ↗
|
| 1/7/2026 |
Wilsey Asset Management Inc
|
Dec 2025 |
$644M
|
29 |
EDGAR ↗
|
| 1/7/2026 |
Riversedge Advisors, Llc
|
Dec 2025 |
$615M
|
214 |
EDGAR ↗
|
| 1/7/2026 |
Boston Standard Wealth Management, LLC
|
Dec 2025 |
$606M
|
51 |
EDGAR ↗
|
| 1/7/2026 |
TCP Asset Management, LLC
|
Dec 2025 |
$594M
|
111 |
EDGAR ↗
|
| 1/7/2026 |
Sovereign Financial Group, Inc.
|
Dec 2025 |
$580M
|
349 |
EDGAR ↗
|
| 1/7/2026 |
Marotta Asset Management
|
Dec 2025 |
$540M
|
102 |
EDGAR ↗
|
| 1/7/2026 |
Lynch & Associates/In
|
Dec 2025 |
$529M
|
124 |
EDGAR ↗
|
| 1/7/2026 |
Permanent Capital Management, LP
|
Dec 2025 |
$513M
|
157 |
EDGAR ↗
|
| 1/7/2026 |
WESPAC Advisors SoCal, LLC
|
Dec 2025 |
$496M
|
110 |
EDGAR ↗
|
| 1/7/2026 |
Harbour Capital Advisors, LLC
|
Dec 2025 |
$491M
|
275 |
EDGAR ↗
|
| 1/7/2026 |
Precedent Wealth Partners, Llc
|
Dec 2025 |
$477M
|
171 |
EDGAR ↗
|
| 1/7/2026 |
Noble Family Wealth, LLC
|
Dec 2025 |
$474M
|
80 |
EDGAR ↗
|
| 1/7/2026 |
IAM Advisory, LLC
|
Dec 2025 |
$450M
|
104 |
EDGAR ↗
|
| 1/7/2026 |
Parisi Gray Wealth Management
|
Dec 2025 |
$440M
|
135 |
EDGAR ↗
|
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