| 1/28/2026 |
Geneos Wealth Management Inc.
|
Dec 2025 |
$4.1B
|
— |
EDGAR ↗
|
| 1/28/2026 |
Peregrine Capital Management Llc
|
Dec 2025 |
$3.3B
|
— |
EDGAR ↗
|
| 1/28/2026 |
Diversified Enterprises, LLC
|
Dec 2025 |
$1.7B
|
— |
EDGAR ↗
|
| 1/28/2026 |
N.E.W. Advisory Services LLC
|
Dec 2025 |
$1.4B
|
— |
EDGAR ↗
|
| 1/28/2026 |
United Asset Strategies, Inc.
|
Dec 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 1/28/2026 |
Turtle Creek Wealth Advisors, LLC
|
Dec 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 1/28/2026 |
Windward Capital Management Co /Ca
|
Dec 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 1/28/2026 |
Salomon & Ludwin, LLC
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/28/2026 |
Cornerstone Advisory, LLC
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 1/28/2026 |
CPC Advisors, LLC
|
Dec 2025 |
$990M
|
— |
EDGAR ↗
|
| 1/28/2026 |
U S Global Investors Inc
|
Dec 2025 |
$934M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Financial Plan, Inc.
|
Dec 2025 |
$871M
|
— |
EDGAR ↗
|
| 1/28/2026 |
FORM Wealth Advisors, LLC
|
Dec 2025 |
$854M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Arkansas Financial Group, Inc.
|
Dec 2025 |
$694M
|
— |
EDGAR ↗
|
| 1/28/2026 |
SilverOak Wealth Management LLC
|
Dec 2025 |
$638M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Rather & Kittrell, Inc.
|
Dec 2025 |
$621M
|
— |
EDGAR ↗
|
| 1/28/2026 |
North Point Portfolio Managers Corp/Oh
|
Dec 2025 |
$591M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Tufton Capital Management
|
Dec 2025 |
$572M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Amarillo National Bank
|
Dec 2025 |
$569M
|
— |
EDGAR ↗
|
| 1/28/2026 |
Columbia Asset Management
|
Dec 2025 |
$563M
|
— |
EDGAR ↗
|
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