| 1/8/2026 |
Stephens Group Asset Management, Llc
|
Dec 2025 |
$1.5B
|
26 |
EDGAR ↗
|
| 1/8/2026 |
Sound View Wealth Advisors Group, LLC
|
Dec 2025 |
$1.5B
|
416 |
EDGAR ↗
|
| 1/8/2026 |
Value Partners Investments Inc.
|
Dec 2025 |
$1.3B
|
100 |
EDGAR ↗
|
| 1/8/2026 |
Gryphon Financial Partners LLC
|
Dec 2025 |
$935M
|
350 |
EDGAR ↗
|
| 1/8/2026 |
Signet Financial Management, Llc
|
Dec 2025 |
$895M
|
287 |
EDGAR ↗
|
| 1/8/2026 |
Occidental Asset Management, LLC
|
Dec 2025 |
$832M
|
295 |
EDGAR ↗
|
| 1/8/2026 |
Maridea Wealth Management LLC
|
Dec 2025 |
$666M
|
402 |
EDGAR ↗
|
| 1/8/2026 |
Financial Management Network Inc
|
Dec 2025 |
$632M
|
186 |
EDGAR ↗
|
| 1/8/2026 |
Lincoln Capital LLC
|
Dec 2025 |
$552M
|
131 |
EDGAR ↗
|
| 1/8/2026 |
M. Kulyk & Associates, LLC
|
Dec 2025 |
$523M
|
107 |
EDGAR ↗
|
| 1/8/2026 |
GSG Advisors LLC
|
Dec 2025 |
$387M
|
134 |
EDGAR ↗
|
| 1/8/2026 |
Websterrogers Financial Advisors, Llc
|
Dec 2025 |
$344M
|
94 |
EDGAR ↗
|
| 1/8/2026 |
True Wealth Design, LLC
|
Dec 2025 |
$341M
|
2,556 |
EDGAR ↗
|
| 1/8/2026 |
Bennett Selby Investments Lp
|
Dec 2025 |
$311M
|
83 |
EDGAR ↗
|
| 1/8/2026 |
Bayshore Asset Management, Llc
|
Dec 2025 |
$245M
|
42 |
EDGAR ↗
|
| 1/8/2026 |
Norway Savings Bank
|
Dec 2025 |
$216M
|
177 |
EDGAR ↗
|
| 1/8/2026 |
Kearns & Associates LLC
|
Dec 2025 |
$194M
|
40 |
EDGAR ↗
|
| 1/8/2026 |
Aurora Investment Managers, LLC.
|
Dec 2025 |
$176M
|
45 |
EDGAR ↗
|
| 1/8/2026 |
Thoma Capital Management LLC
|
Dec 2025 |
$174M
|
60 |
EDGAR ↗
|
| 1/8/2026 |
AdviceOne Advisory Services, LLC
|
Dec 2025 |
$169M
|
39 |
EDGAR ↗
|
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