| 4/21/2026 |
Corsair Capital Management, L.P.
|
Jun 2025 |
$534M
|
153 |
EDGAR ↗
|
| 4/21/2026 |
Columbia Asset Management
|
Mar 2026 |
$525M
|
170 |
EDGAR ↗
|
| 4/21/2026 |
Grey Fox Wealth Advisors, LLC
|
Mar 2026 |
$518M
|
186 |
EDGAR ↗
|
| 4/21/2026 |
Towneley Capital Management, Inc / DE
|
Mar 2026 |
$478M
|
42 |
EDGAR ↗
|
| 4/21/2026 |
Poehling Capital Management, INC.
|
Mar 2026 |
$475M
|
155 |
EDGAR ↗
|
| 4/21/2026 |
Chapin Davis, Inc.
|
Mar 2026 |
$449M
|
261 |
EDGAR ↗
|
| 4/21/2026 |
Div Capital Phoenix Assets Ltd
|
Mar 2026 |
$434M
|
11 |
EDGAR ↗
|
| 4/21/2026 |
Sequent Planning LLC
|
Mar 2026 |
$414M
|
242 |
EDGAR ↗
|
| 4/21/2026 |
Highland Financial Advisors, LLC
|
Mar 2026 |
$379M
|
67 |
EDGAR ↗
|
| 4/21/2026 |
Morton Brown Family Wealth, LLC
|
Mar 2026 |
$378M
|
292 |
EDGAR ↗
|
| 4/21/2026 |
Compass Advisory Group LLC
|
Mar 2026 |
$374M
|
86 |
EDGAR ↗
|
| 4/21/2026 |
Crown Wealth Group, LLC
|
Mar 2026 |
$340M
|
145 |
EDGAR ↗
|
| 4/21/2026 |
WT Wealth Management
|
Mar 2026 |
$336M
|
138 |
EDGAR ↗
|
| 4/21/2026 |
Kooman & Associates
|
Mar 2026 |
$335M
|
51 |
EDGAR ↗
|
| 4/21/2026 |
Valley Forge Investment Consultants Inc Adv
|
Mar 2026 |
$334M
|
83 |
EDGAR ↗
|
| 4/21/2026 |
Sensible Money, LLC
|
Mar 2026 |
$329M
|
86 |
EDGAR ↗
|
| 4/21/2026 |
GFG Capital, LLC
|
Mar 2026 |
$313M
|
143 |
EDGAR ↗
|
| 4/21/2026 |
L.K. Benson & Company, P.C.
|
Mar 2026 |
$302M
|
113 |
EDGAR ↗
|
| 4/21/2026 |
Buttonwood Financial Advisors Inc.
|
Mar 2026 |
$299M
|
108 |
EDGAR ↗
|
| 4/21/2026 |
River Street Advisors LLC
|
Mar 2026 |
$296M
|
248 |
EDGAR ↗
|
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