| 4/27/2026 |
Sharp Wealth Advisory, LLC
|
Mar 2026 |
$203M
|
120 |
EDGAR ↗
|
| 4/27/2026 |
LCW Services, LLC
|
Mar 2026 |
$201M
|
39 |
EDGAR ↗
|
| 4/27/2026 |
Charter Capital Management, LLC\DE
|
Mar 2026 |
$200M
|
70 |
EDGAR ↗
|
| 4/27/2026 |
Beacon Advisors Holdings, Llc
|
Mar 2026 |
$187M
|
37 |
EDGAR ↗
|
| 4/27/2026 |
Arrien Investments, Inc.
|
Mar 2026 |
$184M
|
46 |
EDGAR ↗
|
| 4/27/2026 |
Counterweight Ventures, LLC
|
Mar 2026 |
$178M
|
80 |
EDGAR ↗
|
| 4/27/2026 |
Rareview Capital LLC
|
Mar 2026 |
$171M
|
52 |
EDGAR ↗
|
| 4/27/2026 |
Carter Financial Group, INC.
|
Mar 2026 |
$162M
|
126 |
EDGAR ↗
|
| 4/27/2026 |
Certior Financial Group, Llc
|
Mar 2026 |
$157M
|
130 |
EDGAR ↗
|
| 4/27/2026 |
Lesa Sroufe & Co
|
Mar 2026 |
$147M
|
69 |
EDGAR ↗
|
| 4/27/2026 |
Navigate Wealth Management, LLC
|
Mar 2026 |
$142M
|
72 |
EDGAR ↗
|
| 4/27/2026 |
Evolution Wealth Management Inc.
|
Mar 2026 |
$137M
|
854 |
EDGAR ↗
|
| 4/27/2026 |
Capelight Capital Asset Management LP
|
Mar 2026 |
$134M
|
33 |
EDGAR ↗
|
| 4/27/2026 |
Appalachian Capital Management Ltd
|
Mar 2026 |
$125M
|
45 |
EDGAR ↗
|
| 4/27/2026 |
NorthLanding Financial Partners, LLC
|
Mar 2026 |
$124M
|
41 |
EDGAR ↗
|
| 4/27/2026 |
Geremia Financial Services, LLC
|
Mar 2026 |
$123M
|
10 |
EDGAR ↗
|
| 4/27/2026 |
Kennon-Green & Company, LLC
|
Mar 2026 |
$122M
|
39 |
EDGAR ↗
|
| 4/27/2026 |
Chicago Capital Management, LLC
|
Mar 2026 |
$121M
|
29 |
EDGAR ↗
|
| 4/27/2026 |
JM2 Capital Inc.
|
Mar 2026 |
$121M
|
114 |
EDGAR ↗
|
| 4/27/2026 |
Schaeffer Financial LLC
|
Mar 2026 |
$119M
|
25 |
EDGAR ↗
|
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