| 1/9/2026 |
Marshall Financial Group, LLC
|
Dec 2025 |
$515M
|
288 |
EDGAR ↗
|
| 1/9/2026 |
Keb Asset Management, Llc
|
Dec 2025 |
$493M
|
100 |
EDGAR ↗
|
| 1/9/2026 |
Westwind Capital
|
Dec 2025 |
$489M
|
43 |
EDGAR ↗
|
| 1/9/2026 |
Carr Financial Group Corp
|
Dec 2025 |
$376M
|
187 |
EDGAR ↗
|
| 1/9/2026 |
Atlas Brown,Inc.
|
Dec 2025 |
$336M
|
338 |
EDGAR ↗
|
| 1/9/2026 |
Cambridge Financial Group, LLC
|
Dec 2025 |
$288M
|
169 |
EDGAR ↗
|
| 1/9/2026 |
Silver Lake Advisory, LLC
|
Dec 2025 |
$258M
|
103 |
EDGAR ↗
|
| 1/9/2026 |
GEM Asset Management, LLC
|
Dec 2025 |
$224M
|
107 |
EDGAR ↗
|
| 1/9/2026 |
FOCUS Wealth Advisors, LLC
|
Dec 2025 |
$215M
|
58 |
EDGAR ↗
|
| 1/9/2026 |
Hardin Capital Partners, LLC
|
Dec 2025 |
$212M
|
132 |
EDGAR ↗
|
| 1/9/2026 |
Murphy, Middleton, Hinkle & Parker, Inc.
|
Dec 2025 |
$207M
|
133 |
EDGAR ↗
|
| 1/9/2026 |
Aull & Monroe Investment Management Corp
|
Dec 2025 |
$200M
|
120 |
EDGAR ↗
|
| 1/9/2026 |
Independence Wealth Advisors, LLC
|
Dec 2025 |
$178M
|
83 |
EDGAR ↗
|
| 1/9/2026 |
Capstone Wealth Management Group LLC
|
Dec 2025 |
$165M
|
129 |
EDGAR ↗
|
| 1/9/2026 |
Lwm Advisors Inc
|
Dec 2025 |
$114M
|
29 |
EDGAR ↗
|
| 1/9/2026 |
Capital CS Group, LLC
|
Dec 2025 |
$65M
|
73 |
EDGAR ↗
|
| 1/9/2026 |
Carolinas Wealth Consulting Llc
|
Dec 2025 |
$1
|
1 |
EDGAR ↗
|
| 1/8/2026 |
Wealth Enhancement Advisory Services, Llc
|
Dec 2025 |
$73.7B
|
3,925 |
EDGAR ↗
|
| 1/8/2026 |
Sarasin & Partners LLP
|
Dec 2025 |
$9.6B
|
77 |
EDGAR ↗
|
| 1/8/2026 |
Fulton Bank, N.A.
|
Dec 2025 |
$2.9B
|
1,024 |
EDGAR ↗
|
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