| 1/27/2026 |
Sterling Financial Planning, Inc.
|
Dec 2025 |
$332M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Shayne & Jacobs, Llc
|
Dec 2025 |
$330M
|
117 |
EDGAR ↗
|
| 1/27/2026 |
Able Wealth Management LLC
|
Dec 2025 |
$316M
|
113 |
EDGAR ↗
|
| 1/27/2026 |
Jeppson Wealth Management, Llc
|
Dec 2025 |
$316M
|
225 |
EDGAR ↗
|
| 1/27/2026 |
Tred Avon Family Wealth, Llc
|
Dec 2025 |
$307M
|
258 |
EDGAR ↗
|
| 1/27/2026 |
Juncture Wealth Strategies, Llc
|
Dec 2025 |
$304M
|
134 |
EDGAR ↗
|
| 1/27/2026 |
Jackson, Grant Investment Advisers, Inc.
|
Dec 2025 |
$304M
|
395 |
EDGAR ↗
|
| 1/27/2026 |
Leisure Capital Management
|
Dec 2025 |
$302M
|
153 |
EDGAR ↗
|
| 1/27/2026 |
TFR Capital, LLC.
|
Dec 2025 |
$302M
|
161 |
EDGAR ↗
|
| 1/27/2026 |
Hamilton Capital Partners, Llc
|
Dec 2025 |
$301M
|
36 |
EDGAR ↗
|
| 1/27/2026 |
Aspiring Ventures, LLC
|
Dec 2025 |
$294M
|
153 |
EDGAR ↗
|
| 1/27/2026 |
Benson Investment Management Company, Inc.
|
Dec 2025 |
$286M
|
50 |
EDGAR ↗
|
| 1/27/2026 |
Highview Capital Management LLC/DE/
|
Dec 2025 |
$283M
|
105 |
EDGAR ↗
|
| 1/27/2026 |
Wealthspan Partners, Llc
|
Dec 2025 |
$275M
|
124 |
EDGAR ↗
|
| 1/27/2026 |
Members Advisory Group LLC
|
Dec 2025 |
$265M
|
31 |
EDGAR ↗
|
| 1/27/2026 |
Richards, Merrill & Peterson, Inc.
|
Dec 2025 |
$261M
|
273 |
EDGAR ↗
|
| 1/27/2026 |
Hoertkorn Richard Charles
|
Dec 2025 |
$257M
|
80 |
EDGAR ↗
|
| 1/27/2026 |
Grunden Financial Advisory, Inc.
|
Dec 2025 |
$256M
|
35 |
EDGAR ↗
|
| 1/27/2026 |
WealthCollab, LLC
|
Dec 2025 |
$244M
|
1,112 |
EDGAR ↗
|
| 1/27/2026 |
Pavion Blue Capital, LLC
|
Dec 2025 |
$241M
|
107 |
EDGAR ↗
|
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