| 1/30/2026 |
Wendell David Associates Inc
|
Dec 2025 |
$984M
|
149 |
EDGAR ↗
|
| 1/30/2026 |
Arlington Trust Co LLC
|
Dec 2025 |
$981M
|
431 |
EDGAR ↗
|
| 1/30/2026 |
Folger Nolan Fleming Douglas Capital Management, Inc
|
Dec 2025 |
$975M
|
159 |
EDGAR ↗
|
| 1/30/2026 |
Opus Capital Group, LLC
|
Dec 2025 |
$923M
|
137 |
EDGAR ↗
|
| 1/30/2026 |
Covenant Asset Management, LLC
|
Dec 2025 |
$844M
|
164 |
EDGAR ↗
|
| 1/30/2026 |
Laurel Wealth Advisors LLC
|
Dec 2025 |
$756M
|
703 |
EDGAR ↗
|
| 1/30/2026 |
Cardinal Capital Management
|
Dec 2025 |
$755M
|
133 |
EDGAR ↗
|
| 1/30/2026 |
Fagan Associates, Inc.
|
Dec 2025 |
$750M
|
134 |
EDGAR ↗
|
| 1/30/2026 |
Skylands Capital, LLC
|
Dec 2025 |
$737M
|
150 |
EDGAR ↗
|
| 1/30/2026 |
Ellenbecker Investment Group
|
Dec 2025 |
$715M
|
— |
EDGAR ↗
|
| 1/30/2026 |
Toews Corp /Adv
|
Dec 2025 |
$688M
|
15 |
EDGAR ↗
|
| 1/30/2026 |
Trifecta Capital Advisors, LLC
|
Dec 2025 |
$676M
|
262 |
EDGAR ↗
|
| 1/30/2026 |
Heritage Investment Group, Inc.
|
Dec 2025 |
$657M
|
127 |
EDGAR ↗
|
| 1/30/2026 |
Ktf Investments, Llc
|
Dec 2025 |
$609M
|
93 |
EDGAR ↗
|
| 1/30/2026 |
Carrera Capital Advisors
|
Dec 2025 |
$595M
|
171 |
EDGAR ↗
|
| 1/30/2026 |
Jackson Hole Capital Partners, LLC
|
Dec 2025 |
$584M
|
310 |
EDGAR ↗
|
| 1/30/2026 |
Delta Investment Management, LLC
|
Dec 2025 |
$576M
|
283 |
EDGAR ↗
|
| 1/30/2026 |
Interchange Capital Partners, LLC
|
Dec 2025 |
$539M
|
424 |
EDGAR ↗
|
| 1/30/2026 |
Activest Wealth Management
|
Dec 2025 |
$535M
|
1,121 |
EDGAR ↗
|
| 1/30/2026 |
Sage Rhino Capital Llc
|
Dec 2025 |
$530M
|
310 |
EDGAR ↗
|
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