| 4/9/2026 |
McNamara Financial Services, Inc.
|
Mar 2026 |
$528M
|
99 |
EDGAR ↗
|
| 4/9/2026 |
Praetorian Wealth Management, Inc.
|
Mar 2026 |
$526M
|
77 |
EDGAR ↗
|
| 4/9/2026 |
WestHill Financial Advisors, Inc.
|
Mar 2026 |
$523M
|
76 |
EDGAR ↗
|
| 4/9/2026 |
Whitaker-Myers Wealth Managers, LTD.
|
Mar 2026 |
$502M
|
108 |
EDGAR ↗
|
| 4/9/2026 |
Park Place Capital Corp
|
Mar 2026 |
$499M
|
850 |
EDGAR ↗
|
| 4/9/2026 |
Lantz Financial LLC
|
Mar 2026 |
$484M
|
239 |
EDGAR ↗
|
| 4/9/2026 |
Shulman DeMeo Asset Management LLC
|
Mar 2026 |
$471M
|
140 |
EDGAR ↗
|
| 4/9/2026 |
Leverty Financial Group, LLC
|
Mar 2026 |
$452M
|
44 |
EDGAR ↗
|
| 4/9/2026 |
Cornerstone Wealth Advisors, Inc.
|
Mar 2026 |
$434M
|
49 |
EDGAR ↗
|
| 4/9/2026 |
Generali Investments, Management Co LLC
|
Mar 2026 |
$430M
|
162 |
EDGAR ↗
|
| 4/9/2026 |
Kelly Financial Group Llc
|
Mar 2026 |
$398M
|
100 |
EDGAR ↗
|
| 4/9/2026 |
TrueWealth Advisors, LLC
|
Mar 2026 |
$398M
|
233 |
EDGAR ↗
|
| 4/9/2026 |
Lpwm Llc
|
Mar 2026 |
$396M
|
94 |
EDGAR ↗
|
| 4/9/2026 |
Brown Wealth Management, Llc
|
Mar 2026 |
$389M
|
116 |
EDGAR ↗
|
| 4/9/2026 |
Butensky & Cohen Financial Security, Inc
|
Mar 2026 |
$380M
|
132 |
EDGAR ↗
|
| 4/9/2026 |
Vista Investment Partners Llc
|
Mar 2026 |
$378M
|
169 |
EDGAR ↗
|
| 4/9/2026 |
Keystone Financial Planning, Inc.
|
Mar 2026 |
$374M
|
40 |
EDGAR ↗
|
| 4/9/2026 |
Central Valley Advisors, Llc
|
Mar 2026 |
$366M
|
226 |
EDGAR ↗
|
| 4/9/2026 |
Elmwood Wealth Management, Inc.
|
Mar 2026 |
$362M
|
180 |
EDGAR ↗
|
| 4/9/2026 |
WealthCare Investment Partners, LLC
|
Mar 2026 |
$360M
|
191 |
EDGAR ↗
|
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