| 1/29/2026 |
Advantage Trust Co
|
Dec 2025 |
$222M
|
161 |
EDGAR ↗
|
| 1/29/2026 |
Higgins & Schmidt Wealth Strategies LLC
|
Dec 2025 |
$211M
|
59 |
EDGAR ↗
|
| 1/29/2026 |
Viewpoint Investment Partners Corp
|
Dec 2025 |
$210M
|
71 |
EDGAR ↗
|
| 1/29/2026 |
Midwest Capital Advisors, LLC
|
Dec 2025 |
$209M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Eads & Heald Wealth Management
|
Dec 2025 |
$207M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Mader & Shannon Wealth Management, Inc.
|
Dec 2025 |
$204M
|
23 |
EDGAR ↗
|
| 1/29/2026 |
4Thought Financial Group Inc.
|
Dec 2025 |
$202M
|
90 |
EDGAR ↗
|
| 1/29/2026 |
Prepared Retirement Institute LLC
|
Dec 2025 |
$199M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Horizon Advisory Services, Inc.
|
Dec 2025 |
$198M
|
49 |
EDGAR ↗
|
| 1/29/2026 |
OMNI 360 Wealth, Inc.
|
Dec 2025 |
$195M
|
126 |
EDGAR ↗
|
| 1/29/2026 |
LFA - Lugano Financial Advisors SA
|
Dec 2025 |
$194M
|
235 |
EDGAR ↗
|
| 1/29/2026 |
Jim Saulnier & Associates, Llc
|
Dec 2025 |
$193M
|
139 |
EDGAR ↗
|
| 1/29/2026 |
Guardian Asset Advisors, LLC
|
Dec 2025 |
$192M
|
108 |
EDGAR ↗
|
| 1/29/2026 |
Atlas Venture Advisors, Inc.
|
Dec 2025 |
$192M
|
— |
EDGAR ↗
|
| 1/29/2026 |
West Bancorporation Inc
|
Dec 2025 |
$191M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Hoge Financial Services, Llc
|
Dec 2025 |
$186M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Stilwell Value Llc
|
Dec 2025 |
$181M
|
— |
EDGAR ↗
|
| 1/29/2026 |
MWA Asset Management
|
Dec 2025 |
$179M
|
121 |
EDGAR ↗
|
| 1/29/2026 |
First National Bank of Hutchinson
|
Dec 2025 |
$171M
|
159 |
EDGAR ↗
|
| 1/29/2026 |
Prentiss Smith & Co Inc
|
Dec 2025 |
$167M
|
65 |
EDGAR ↗
|
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