| 1/23/2026 |
Curtis Advisory Group, LLC
|
Dec 2025 |
$477M
|
116 |
EDGAR ↗
|
| 1/23/2026 |
Twelve Points Wealth Management LLC
|
Dec 2025 |
$444M
|
— |
EDGAR ↗
|
| 1/23/2026 |
First PREMIER Bank
|
Dec 2025 |
$436M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Timber Creek Capital Management LLC
|
Dec 2025 |
$430M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Gibbs Wealth Management
|
Dec 2025 |
$413M
|
325 |
EDGAR ↗
|
| 1/23/2026 |
Guidance Capital, Inc
|
Dec 2025 |
$409M
|
222 |
EDGAR ↗
|
| 1/23/2026 |
Brown, Lisle/Cummings, Inc.
|
Dec 2025 |
$406M
|
— |
EDGAR ↗
|
| 1/23/2026 |
KG&L Capital Management,LLC
|
Dec 2025 |
$403M
|
227 |
EDGAR ↗
|
| 1/23/2026 |
Investment Advisory Group, LLC
|
Dec 2025 |
$389M
|
194 |
EDGAR ↗
|
| 1/23/2026 |
Ogorek Anthony Joseph /Ny/ /Adv
|
Dec 2025 |
$364M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Steph & Co
|
Dec 2025 |
$347M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Creative Capital Management Investments LLC
|
Dec 2025 |
$331M
|
310 |
EDGAR ↗
|
| 1/23/2026 |
Lynch Asset Management, Inc.
|
Dec 2025 |
$318M
|
52 |
EDGAR ↗
|
| 1/23/2026 |
Sunpointe, LLC
|
Dec 2025 |
$302M
|
261 |
EDGAR ↗
|
| 1/23/2026 |
DHJJ Financial Advisors, Ltd.
|
Dec 2025 |
$301M
|
1,039 |
EDGAR ↗
|
| 1/23/2026 |
HF Advisory Group, LLC
|
Dec 2025 |
$287M
|
168 |
EDGAR ↗
|
| 1/23/2026 |
Inlight Wealth Management, LLC
|
Dec 2025 |
$273M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Iridian Asset Management Llc/Ct
|
Dec 2025 |
$272M
|
46 |
EDGAR ↗
|
| 1/23/2026 |
Lunate Capital Ltd
|
Dec 2025 |
$264M
|
— |
EDGAR ↗
|
| 1/23/2026 |
True Wind Capital Management, L.P.
|
Dec 2025 |
$262M
|
2 |
EDGAR ↗
|
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