| 1/27/2026 |
Tme Financial, Inc.
|
Dec 2025 |
$142M
|
72 |
EDGAR ↗
|
| 1/27/2026 |
Hedges Asset Management LLC
|
Dec 2025 |
$142M
|
108 |
EDGAR ↗
|
| 1/27/2026 |
Cannon Wealth Management Services, LLC
|
Dec 2025 |
$142M
|
83 |
EDGAR ↗
|
| 1/27/2026 |
Prakash Investment Advisors Llc
|
Dec 2025 |
$141M
|
81 |
EDGAR ↗
|
| 1/27/2026 |
Bonfire Financial
|
Dec 2025 |
$134M
|
58 |
EDGAR ↗
|
| 1/27/2026 |
Warm Springs Advisors Inc.
|
Dec 2025 |
$129M
|
48 |
EDGAR ↗
|
| 1/27/2026 |
Benningfield Financial Advisors, Llc
|
Dec 2025 |
$128M
|
18 |
EDGAR ↗
|
| 1/27/2026 |
US Asset Management LLC
|
Dec 2025 |
$122M
|
118 |
EDGAR ↗
|
| 1/27/2026 |
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
|
Dec 2025 |
$122M
|
79 |
EDGAR ↗
|
| 1/27/2026 |
Emissary Wealth LLC
|
Dec 2025 |
$119M
|
59 |
EDGAR ↗
|
| 1/27/2026 |
Rye Brook Capital LLC
|
Dec 2025 |
$107M
|
27 |
EDGAR ↗
|
| 1/27/2026 |
HighRoad Wealth Advisors, LLC
|
Dec 2025 |
$105M
|
35 |
EDGAR ↗
|
| 1/27/2026 |
Measured Risk Portfolios, Inc.
|
Dec 2025 |
$101M
|
66 |
EDGAR ↗
|
| 1/27/2026 |
Benchmark Financial, LLC
|
Dec 2025 |
$100M
|
48 |
EDGAR ↗
|
| 1/27/2026 |
Arnold Financial Planning LLC
|
Dec 2025 |
$97M
|
24 |
EDGAR ↗
|
| 1/27/2026 |
York GP, Ltd.
|
Dec 2025 |
$78M
|
2 |
EDGAR ↗
|
| 1/27/2026 |
Mayar Capital Ltd.
|
Dec 2025 |
$74M
|
13 |
EDGAR ↗
|
| 1/27/2026 |
Cannon Global Investment Management, LLC
|
Dec 2025 |
$40M
|
59 |
EDGAR ↗
|
| 1/27/2026 |
Acuitas Investments, LLC
|
Dec 2025 |
$496,543
|
1 |
EDGAR ↗
|
| 1/27/2026 |
Summit Rock Advisors, LP
|
Dec 2025 |
$228,447
|
1 |
EDGAR ↗
|
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