| 1/21/2026 |
Bank Of Stockton
|
Dec 2025 |
$349M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Srh Advisors, Llc
|
Dec 2025 |
$347M
|
293 |
EDGAR ↗
|
| 1/21/2026 |
Capital Advisory Group Advisory Services, LLC
|
Dec 2025 |
$340M
|
171 |
EDGAR ↗
|
| 1/21/2026 |
Indiana Trust & Investment Management Co
|
Dec 2025 |
$339M
|
487 |
EDGAR ↗
|
| 1/21/2026 |
First United Bank & Trust
|
Dec 2025 |
$313M
|
557 |
EDGAR ↗
|
| 1/21/2026 |
Bishop & Co Investment Management, LLC
|
Dec 2025 |
$302M
|
28 |
EDGAR ↗
|
| 1/21/2026 |
Access Financial Services, Inc.
|
Dec 2025 |
$275M
|
— |
EDGAR ↗
|
| 1/21/2026 |
AJ Advisors, LLC
|
Dec 2025 |
$271M
|
35 |
EDGAR ↗
|
| 1/21/2026 |
Crux Wealth Advisors
|
Dec 2025 |
$269M
|
176 |
EDGAR ↗
|
| 1/21/2026 |
All-Stars Investment Ltd
|
Dec 2025 |
$268M
|
4 |
EDGAR ↗
|
| 1/21/2026 |
AMS Capital Ltda
|
Dec 2025 |
$258M
|
14 |
EDGAR ↗
|
| 1/21/2026 |
Mayfair Advisory Group, LLC
|
Dec 2025 |
$257M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Trueblood Wealth Management, LLC
|
Dec 2025 |
$256M
|
252 |
EDGAR ↗
|
| 1/21/2026 |
Western Financial Corp/CA
|
Dec 2025 |
$252M
|
113 |
EDGAR ↗
|
| 1/21/2026 |
Summa Corp.
|
Dec 2025 |
$233M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Carolina Wealth Advisors, LLC
|
Dec 2025 |
$224M
|
272 |
EDGAR ↗
|
| 1/21/2026 |
Hrc Wealth Management, Llc
|
Dec 2025 |
$209M
|
56 |
EDGAR ↗
|
| 1/21/2026 |
Beaumont Asset Management, L.L.C.
|
Dec 2025 |
$200M
|
71 |
EDGAR ↗
|
| 1/21/2026 |
Planning Directions Inc
|
Dec 2025 |
$198M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Main Line Retirement Advisors, LLC
|
Dec 2025 |
$198M
|
46 |
EDGAR ↗
|
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