| 1/12/2026 |
Benin Management CORP
|
Dec 2025 |
$448M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Legacy Wealth Asset Management, LLC
|
Dec 2025 |
$407M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Lifelong Wealth Advisors, Inc.
|
Dec 2025 |
$377M
|
— |
EDGAR ↗
|
| 1/12/2026 |
World Equity Group, Inc.
|
Dec 2025 |
$358M
|
326 |
EDGAR ↗
|
| 1/12/2026 |
Cisco Systems, Inc.
|
Dec 2025 |
$329M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Corundum Group, Inc.
|
Dec 2025 |
$298M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Lee Johnson Capital Management, Llc
|
Dec 2025 |
$292M
|
95 |
EDGAR ↗
|
| 1/12/2026 |
Physician Wealth Solutions Inc.
|
Dec 2025 |
$236M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Robinson Value Management, Ltd.
|
Dec 2025 |
$185M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Tilia Fiduciary Partners, Inc.
|
Dec 2025 |
$181M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Thompson Davis & Co., Inc.
|
Dec 2025 |
$167M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Shotwell Rutter Baer Inc
|
Dec 2025 |
$167M
|
39 |
EDGAR ↗
|
| 1/12/2026 |
RoundAngle Advisors LLC
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/9/2026 |
SG Americas Securities, LLC
|
Dec 2025 |
$78.3B
|
3,598 |
EDGAR ↗
|
| 1/9/2026 |
Dynamic Advisor Solutions LLC
|
Dec 2025 |
$3.1B
|
932 |
EDGAR ↗
|
| 1/9/2026 |
Capital Asset Advisory Services LLC
|
Dec 2025 |
$2.5B
|
289 |
EDGAR ↗
|
| 1/9/2026 |
First Heartland Consultants, Inc.
|
Dec 2025 |
$1.3B
|
533 |
EDGAR ↗
|
| 1/9/2026 |
Graves Light Lenhart Wealth, Inc.
|
Dec 2025 |
$943M
|
191 |
EDGAR ↗
|
| 1/9/2026 |
Dudley & Shanley, Inc.
|
Dec 2025 |
$622M
|
34 |
EDGAR ↗
|
| 1/9/2026 |
Overbrook Management Corp
|
Dec 2025 |
$579M
|
46 |
EDGAR ↗
|
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