| 4/20/2026 |
25 Llc
|
Mar 2026 |
$324M
|
69 |
EDGAR ↗
|
| 4/20/2026 |
Cherrydale Wealth Management, Llc
|
Mar 2026 |
$324M
|
77 |
EDGAR ↗
|
| 4/20/2026 |
Auour Investments LLC
|
Mar 2026 |
$318M
|
91 |
EDGAR ↗
|
| 4/20/2026 |
Global Financial Private Client, LLC
|
Mar 2026 |
$306M
|
350 |
EDGAR ↗
|
| 4/20/2026 |
Corundum Group, Inc.
|
Mar 2026 |
$299M
|
108 |
EDGAR ↗
|
| 4/20/2026 |
Skyline Advisors, Inc.
|
Mar 2026 |
$287M
|
120 |
EDGAR ↗
|
| 4/20/2026 |
Investment Research & Advisory Group, Inc.
|
Mar 2026 |
$286M
|
281 |
EDGAR ↗
|
| 4/20/2026 |
Davis Investment Partners, LLC
|
Mar 2026 |
$283M
|
167 |
EDGAR ↗
|
| 4/20/2026 |
Mtco Ltd.
|
Mar 2026 |
$269M
|
2 |
EDGAR ↗
|
| 4/20/2026 |
MBA Advisors LLC
|
Mar 2026 |
$260M
|
146 |
EDGAR ↗
|
| 4/20/2026 |
Beach Point Capital Management LP
|
Mar 2026 |
$254M
|
11 |
EDGAR ↗
|
| 4/20/2026 |
Dopkins Wealth Management, Llc
|
Mar 2026 |
$249M
|
92 |
EDGAR ↗
|
| 4/20/2026 |
YANKCOM Partnership
|
Mar 2026 |
$243M
|
634 |
EDGAR ↗
|
| 4/20/2026 |
Values Added Financial LLC
|
Mar 2026 |
$238M
|
134 |
EDGAR ↗
|
| 4/20/2026 |
One Plus One Wealth Management, Llc
|
Mar 2026 |
$237M
|
89 |
EDGAR ↗
|
| 4/20/2026 |
Boyd Wealth Management, LLC
|
Mar 2026 |
$236M
|
48 |
EDGAR ↗
|
| 4/20/2026 |
Christensen, King & Associates Investment Services, Inc.
|
Mar 2026 |
$233M
|
105 |
EDGAR ↗
|
| 4/20/2026 |
Cottage Street Advisors LLC
|
Mar 2026 |
$231M
|
138 |
EDGAR ↗
|
| 4/20/2026 |
Darrow Company, Inc.
|
Mar 2026 |
$222M
|
56 |
EDGAR ↗
|
| 4/20/2026 |
Peoples Financial Services Corp.
|
Mar 2026 |
$211M
|
409 |
EDGAR ↗
|
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