| 1/7/2026 |
Cutter & CO Brokerage, Inc.
|
Dec 2025 |
—
|
1 |
EDGAR ↗
|
| 1/6/2026 |
Sanctuary Advisors, LLC
|
Jun 2025 |
$16.2B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Platinum Equity Advisors, LLC/DE
|
Sep 2025 |
$7.7B
|
5 |
EDGAR ↗
|
| 1/6/2026 |
Avior Wealth Management, LLC
|
Dec 2025 |
$3.2B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Neville Rodie & Shaw Inc
|
Dec 2025 |
$1.4B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Armstrong Henry H Associates Inc
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Abner Herrman & Brock Llc
|
Dec 2025 |
$979M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Farmers Trust Co
|
Dec 2025 |
$613M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Investors Research Corp
|
Dec 2025 |
$546M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Chemistry Wealth Management LLC
|
Dec 2025 |
$535M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Collective Family Office Llc
|
Dec 2025 |
$436M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Sage Capital Advisors,llc
|
Dec 2025 |
$421M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Paradiem, LLC
|
Dec 2025 |
$418M
|
— |
EDGAR ↗
|
| 1/6/2026 |
RDA Financial Network
|
Dec 2025 |
$415M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Doliver Advisors, Lp
|
Dec 2025 |
$400M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Great Oak Capital Partners, Llc
|
Dec 2025 |
$399M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Lpwm Llc
|
Dec 2025 |
$396M
|
— |
EDGAR ↗
|
| 1/6/2026 |
ShankerValleau Wealth Advisors, Inc.
|
Dec 2025 |
$369M
|
— |
EDGAR ↗
|
| 1/6/2026 |
WealthCare Investment Partners, LLC
|
Dec 2025 |
$343M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Weybosset Research & Management Llc
|
Dec 2025 |
$324M
|
— |
EDGAR ↗
|
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