| 4/27/2026 |
TCI Wealth Advisors, Inc.
|
Mar 2026 |
$1.9B
|
251 |
EDGAR ↗
|
| 4/27/2026 |
GDS Wealth Management
|
Mar 2026 |
$1.7B
|
200 |
EDGAR ↗
|
| 4/27/2026 |
Soltis Investment Advisors LLC
|
Mar 2026 |
$1.6B
|
607 |
EDGAR ↗
|
| 4/27/2026 |
Albion Financial Group /Ut
|
Mar 2026 |
$1.5B
|
737 |
EDGAR ↗
|
| 4/27/2026 |
Fulton Breakefield Broenniman Llc
|
Mar 2026 |
$1.5B
|
200 |
EDGAR ↗
|
| 4/27/2026 |
Turtle Creek Wealth Advisors, LLC
|
Mar 2026 |
$1.3B
|
480 |
EDGAR ↗
|
| 4/27/2026 |
Polaris Capital Management, LLC
|
Mar 2026 |
$1.2B
|
84 |
EDGAR ↗
|
| 4/27/2026 |
V-Square Quantitative Management LLC
|
Mar 2026 |
$946M
|
721 |
EDGAR ↗
|
| 4/27/2026 |
Financial Plan, Inc.
|
Mar 2026 |
$933M
|
94 |
EDGAR ↗
|
| 4/27/2026 |
Adams Asset Advisors, LLC
|
Mar 2026 |
$891M
|
88 |
EDGAR ↗
|
| 4/27/2026 |
Jamison Private Wealth Management, Inc.
|
Mar 2026 |
$822M
|
214 |
EDGAR ↗
|
| 4/27/2026 |
FSM Wealth Advisors, LLC
|
Mar 2026 |
$778M
|
318 |
EDGAR ↗
|
| 4/27/2026 |
Hunter Associates Investment Management Llc
|
Mar 2026 |
$756M
|
274 |
EDGAR ↗
|
| 4/27/2026 |
Hendershot Investments Inc.
|
Mar 2026 |
$744M
|
129 |
EDGAR ↗
|
| 4/27/2026 |
Kelman-Lazarov, Inc.
|
Mar 2026 |
$698M
|
140 |
EDGAR ↗
|
| 4/27/2026 |
Counterpoint Mutual Funds LLC
|
Mar 2026 |
$666M
|
294 |
EDGAR ↗
|
| 4/27/2026 |
General Pension Society PZU Joint Stock Co
|
Mar 2026 |
$654M
|
15 |
EDGAR ↗
|
| 4/27/2026 |
PAX Financial Group, LLC
|
Mar 2026 |
$586M
|
199 |
EDGAR ↗
|
| 4/27/2026 |
Tensor Edge Capital, LLC
|
Mar 2026 |
$582M
|
17 |
EDGAR ↗
|
| 4/27/2026 |
New World Advisors LLC
|
Mar 2026 |
$569M
|
83 |
EDGAR ↗
|
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