| 1/5/2026 |
Foguth Wealth Management, LLC.
|
Dec 2025 |
$645M
|
175 |
EDGAR ↗
|
| 1/5/2026 |
Trust Co of the South
|
Dec 2025 |
$622M
|
140 |
EDGAR ↗
|
| 1/5/2026 |
GoalVest Advisory LLC
|
Dec 2025 |
$522M
|
513 |
EDGAR ↗
|
| 1/5/2026 |
Rosenberg Matthew Hamilton
|
Dec 2025 |
$483M
|
804 |
EDGAR ↗
|
| 1/5/2026 |
Aspen Wealth Management LLC
|
Dec 2025 |
$476M
|
118 |
EDGAR ↗
|
| 1/5/2026 |
Legacy Wealth Management, LLC / MS
|
Dec 2025 |
$375M
|
100 |
EDGAR ↗
|
| 1/5/2026 |
LifeGuide Financial Advisors, LLC
|
Dec 2025 |
$301M
|
47 |
EDGAR ↗
|
| 1/5/2026 |
Burkett Financial Services, Llc
|
Dec 2025 |
$293M
|
238 |
EDGAR ↗
|
| 1/5/2026 |
BancFirst Trust & Investment Management
|
Dec 2025 |
$243M
|
53 |
EDGAR ↗
|
| 1/5/2026 |
Noble Wealth Management PBC
|
Dec 2025 |
$199M
|
590 |
EDGAR ↗
|
| 1/5/2026 |
Ables, Iannone, Moore & Associates, Inc.
|
Dec 2025 |
$183M
|
59 |
EDGAR ↗
|
| 1/5/2026 |
Holos Integrated Wealth LLC
|
Dec 2025 |
$179M
|
310 |
EDGAR ↗
|
| 1/5/2026 |
Marathon Mission, Inc.
|
Dec 2025 |
$173M
|
55 |
EDGAR ↗
|
| 1/5/2026 |
Catherine Avery Investment Management LLC
|
Dec 2025 |
$167M
|
159 |
EDGAR ↗
|
| 1/5/2026 |
Grant Private Wealth Management Inc
|
Dec 2025 |
$166M
|
135 |
EDGAR ↗
|
| 1/5/2026 |
Catherine Avery Investment Management LLC
|
Sep 2025 |
$155M
|
162 |
EDGAR ↗
|
| 1/5/2026 |
Horizons Wealth Management
|
Dec 2025 |
$153M
|
172 |
EDGAR ↗
|
| 1/5/2026 |
GK Wealth Management LLC
|
Dec 2025 |
$151M
|
196 |
EDGAR ↗
|
| 1/5/2026 |
Commons Capital, Llc
|
Dec 2025 |
$149M
|
111 |
EDGAR ↗
|
| 1/5/2026 |
JDH Wealth Management, LLC
|
Dec 2025 |
$146M
|
51 |
EDGAR ↗
|
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