| 1/16/2026 |
Forte Asset Management Llc
|
Dec 2025 |
$220M
|
73 |
EDGAR ↗
|
| 1/16/2026 |
Financial Planning Navigators CORP
|
Dec 2025 |
$218M
|
47 |
EDGAR ↗
|
| 1/16/2026 |
Washington University
|
Dec 2025 |
$198M
|
5 |
EDGAR ↗
|
| 1/16/2026 |
HFG Wealth Management, LLC
|
Dec 2025 |
$181M
|
52 |
EDGAR ↗
|
| 1/16/2026 |
Catalina Capital Group, LLC
|
Dec 2025 |
$165M
|
— |
EDGAR ↗
|
| 1/16/2026 |
M3 Advisory Group, LLC
|
Dec 2025 |
$164M
|
142 |
EDGAR ↗
|
| 1/16/2026 |
Bay Capital Advisors, LLC
|
Dec 2025 |
$164M
|
111 |
EDGAR ↗
|
| 1/16/2026 |
Integrated Financial Solutions, Inc.
|
Sep 2025 |
$145M
|
26 |
EDGAR ↗
|
| 1/16/2026 |
Hopwood Financial Services, Inc.
|
Dec 2025 |
$142M
|
90 |
EDGAR ↗
|
| 1/16/2026 |
Wall Street Financial Group, Inc.
|
Sep 2025 |
$136M
|
101 |
EDGAR ↗
|
| 1/16/2026 |
Life Planning Partners, Inc
|
Dec 2025 |
$131M
|
66 |
EDGAR ↗
|
| 1/16/2026 |
Clio Asset Management LLC
|
Dec 2025 |
$129M
|
14 |
EDGAR ↗
|
| 1/16/2026 |
Morangie Management LLC
|
Dec 2025 |
$126M
|
34 |
EDGAR ↗
|
| 1/16/2026 |
Vanguard Capital Wealth Advisors
|
Dec 2025 |
$125M
|
128 |
EDGAR ↗
|
| 1/16/2026 |
R.H. Investment Group, LLC
|
Dec 2025 |
$119M
|
33 |
EDGAR ↗
|
| 1/16/2026 |
Verus Wealth Management, Llc
|
Dec 2025 |
$107M
|
53 |
EDGAR ↗
|
| 1/16/2026 |
Surience Private Wealth Llc
|
Dec 2025 |
$93M
|
33 |
EDGAR ↗
|
| 1/16/2026 |
Blossom Wealth Management
|
Dec 2025 |
$61M
|
73 |
EDGAR ↗
|
| 1/16/2026 |
SigFig Wealth Management, LLC
|
Dec 2025 |
$3M
|
137 |
EDGAR ↗
|
| 1/16/2026 |
Crowley Wealth Management, Inc.
|
Dec 2025 |
$1
|
— |
EDGAR ↗
|
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