| 1/23/2026 |
Valley Brook Capital Group, Inc.
|
Dec 2025 |
$151M
|
120 |
EDGAR ↗
|
| 1/23/2026 |
Community Bank of Raymore
|
Dec 2025 |
$147M
|
121 |
EDGAR ↗
|
| 1/23/2026 |
S. R. Schill & Associates
|
Dec 2025 |
$142M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Forefront Wealth Management Inc.
|
Dec 2025 |
$139M
|
71 |
EDGAR ↗
|
| 1/23/2026 |
Legacy Advisory Services, LLC
|
Dec 2025 |
$133M
|
50 |
EDGAR ↗
|
| 1/23/2026 |
John S. & James L. Knight Foundation, Inc.
|
Dec 2025 |
$131M
|
3 |
EDGAR ↗
|
| 1/23/2026 |
Prosperity Advisers, LLC
|
Dec 2025 |
$121M
|
40 |
EDGAR ↗
|
| 1/23/2026 |
Integrated Wealthcare, Llc
|
Dec 2025 |
$119M
|
28 |
EDGAR ↗
|
| 1/23/2026 |
Hudson Oak Wealth Advisory LLC
|
Dec 2025 |
$113M
|
55 |
EDGAR ↗
|
| 1/23/2026 |
Aldebaran Financial Inc.
|
Dec 2025 |
$108M
|
77 |
EDGAR ↗
|
| 1/23/2026 |
Gritstone Asset Management Llc
|
Dec 2025 |
$105M
|
148 |
EDGAR ↗
|
| 1/23/2026 |
Northland Securities, Inc.
|
Dec 2025 |
$104M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Cresset Asset Management, LLC
|
Sep 2025 |
$23.0B
|
1,571 |
EDGAR ↗
|
| 1/22/2026 |
Cresset Asset Management, LLC
|
Jun 2025 |
$20.1B
|
1,429 |
EDGAR ↗
|
| 1/22/2026 |
Cliftonlarsonallen Wealth Advisors, Llc
|
Dec 2025 |
$6.6B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Roffman Miller Associates Inc /Pa/
|
Dec 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Evermay Wealth Management Llc
|
Dec 2025 |
$891M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Hill Island Financial Llc
|
Dec 2025 |
$418M
|
— |
EDGAR ↗
|
| 1/22/2026 |
BOCHK Asset Management Ltd
|
Dec 2025 |
$374M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Cascade Investment Group, Inc.
|
Dec 2025 |
$150M
|
— |
EDGAR ↗
|
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