| 1/15/2026 |
Shah Capital Management
|
Dec 2025 |
$519M
|
— |
EDGAR ↗
|
| 1/15/2026 |
ALM First Financial Advisors, LLC
|
Dec 2025 |
$505M
|
25 |
EDGAR ↗
|
| 1/15/2026 |
Professional Financial Advisors, LLC
|
Dec 2025 |
$490M
|
130 |
EDGAR ↗
|
| 1/15/2026 |
Spirit Of America Management Corp/Ny
|
Dec 2025 |
$472M
|
383 |
EDGAR ↗
|
| 1/15/2026 |
Raub Brock Capital Management LP
|
Dec 2025 |
$449M
|
40 |
EDGAR ↗
|
| 1/15/2026 |
Nikulski Financial, Inc.
|
Dec 2025 |
$418M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Clg Llc
|
Dec 2025 |
$402M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Independence Financial Advisors, LLC
|
Dec 2025 |
$364M
|
55 |
EDGAR ↗
|
| 1/15/2026 |
Westend Capital Management, LLC
|
Dec 2025 |
$357M
|
238 |
EDGAR ↗
|
| 1/15/2026 |
Solitude Financial Services
|
Dec 2025 |
$303M
|
38 |
EDGAR ↗
|
| 1/15/2026 |
Santori & Peters, Inc.
|
Dec 2025 |
$293M
|
71 |
EDGAR ↗
|
| 1/15/2026 |
Burns Matteson Capital Management, LLC
|
Dec 2025 |
$285M
|
199 |
EDGAR ↗
|
| 1/15/2026 |
Foundation Wealth Management, LLC\PA
|
Dec 2025 |
$276M
|
93 |
EDGAR ↗
|
| 1/15/2026 |
Maltin Wealth Management, Inc.
|
Dec 2025 |
$251M
|
132 |
EDGAR ↗
|
| 1/15/2026 |
Bernard Wealth Management Corp.
|
Dec 2025 |
$246M
|
356 |
EDGAR ↗
|
| 1/15/2026 |
Signature Wealth Management Group
|
Dec 2025 |
$245M
|
106 |
EDGAR ↗
|
| 1/15/2026 |
Cherry Creek Investment Advisors, Inc.
|
Dec 2025 |
$234M
|
117 |
EDGAR ↗
|
| 1/15/2026 |
Boit C F David
|
Dec 2025 |
$231M
|
— |
EDGAR ↗
|
| 1/15/2026 |
PFG Private Wealth Management, LLC
|
Dec 2025 |
$229M
|
74 |
EDGAR ↗
|
| 1/15/2026 |
Cobblestone Asset Management LLC
|
Dec 2025 |
$223M
|
70 |
EDGAR ↗
|
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