| 1/21/2026 |
Walkner Condon Financial Advisors LLC
|
Dec 2025 |
$720M
|
308 |
EDGAR ↗
|
| 1/21/2026 |
Oak Thistle LLC
|
Dec 2025 |
$720M
|
481 |
EDGAR ↗
|
| 1/21/2026 |
Crews Bank & Trust
|
Dec 2025 |
$699M
|
623 |
EDGAR ↗
|
| 1/21/2026 |
Elwood & Goetz Wealth Advisory Group, LLC
|
Dec 2025 |
$569M
|
135 |
EDGAR ↗
|
| 1/21/2026 |
Cambridge Advisors Inc.
|
Dec 2025 |
$525M
|
— |
EDGAR ↗
|
| 1/21/2026 |
West Paces Advisors Inc.
|
Dec 2025 |
$517M
|
200 |
EDGAR ↗
|
| 1/21/2026 |
Jackson Square Capital, Llc
|
Dec 2025 |
$505M
|
152 |
EDGAR ↗
|
| 1/21/2026 |
Peddock Capital Advisors, Llc
|
Dec 2025 |
$477M
|
160 |
EDGAR ↗
|
| 1/21/2026 |
Alliance Wealth Management Group
|
Dec 2025 |
$456M
|
94 |
EDGAR ↗
|
| 1/21/2026 |
Landaas & Co /Wi /Adv
|
Dec 2025 |
$455M
|
126 |
EDGAR ↗
|
| 1/21/2026 |
Financial & Tax Architects, LLC
|
Dec 2025 |
$445M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Mason & Associates, LLC
|
Dec 2025 |
$440M
|
39 |
EDGAR ↗
|
| 1/21/2026 |
Inlet Private Wealth, LLC
|
Dec 2025 |
$431M
|
— |
EDGAR ↗
|
| 1/21/2026 |
McElhenny Sheffield Capital Management, LLC
|
Dec 2025 |
$411M
|
100 |
EDGAR ↗
|
| 1/21/2026 |
NovaPoint Capital, LLC
|
Dec 2025 |
$388M
|
79 |
EDGAR ↗
|
| 1/21/2026 |
Physicians Financial Services, Inc.
|
Dec 2025 |
$373M
|
107 |
EDGAR ↗
|
| 1/21/2026 |
Truefg, Llc
|
Dec 2025 |
$373M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Compass Advisory Group LLC
|
Dec 2025 |
$370M
|
84 |
EDGAR ↗
|
| 1/21/2026 |
M. Kraus & Co
|
Dec 2025 |
$358M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Drummond Knight Asset Management Pty Ltd
|
Dec 2025 |
$357M
|
11 |
EDGAR ↗
|
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