| 1/27/2026 |
Clark Asset Management, LLC
|
Dec 2025 |
$963M
|
237 |
EDGAR ↗
|
| 1/27/2026 |
Institute for Wealth Management, LLC.
|
Dec 2025 |
$944M
|
544 |
EDGAR ↗
|
| 1/27/2026 |
Legacy Advisors, LLC
|
Dec 2025 |
$931M
|
288 |
EDGAR ↗
|
| 1/27/2026 |
Oak Harvest Investment Services
|
Dec 2025 |
$917M
|
232 |
EDGAR ↗
|
| 1/27/2026 |
Novem Group
|
Dec 2025 |
$870M
|
905 |
EDGAR ↗
|
| 1/27/2026 |
Portfolio Strategies, Inc.
|
Dec 2025 |
$864M
|
60 |
EDGAR ↗
|
| 1/27/2026 |
Alley Investment Management Company, LLC
|
Dec 2025 |
$854M
|
90 |
EDGAR ↗
|
| 1/27/2026 |
ZEGA Investments, LLC
|
Dec 2025 |
$848M
|
173 |
EDGAR ↗
|
| 1/27/2026 |
Greatmark Investment Partners, Inc.
|
Dec 2025 |
$845M
|
143 |
EDGAR ↗
|
| 1/27/2026 |
Vision Capital Management, Inc.
|
Dec 2025 |
$830M
|
163 |
EDGAR ↗
|
| 1/27/2026 |
RTD Financial Advisors, Inc.
|
Dec 2025 |
$820M
|
113 |
EDGAR ↗
|
| 1/27/2026 |
Mass General Brigham, Inc
|
Dec 2025 |
$810M
|
7 |
EDGAR ↗
|
| 1/27/2026 |
Wealth Enhancement Trust Services, Inc.
|
Dec 2025 |
$792M
|
1,052 |
EDGAR ↗
|
| 1/27/2026 |
Emerald Advisors, LLC
|
Dec 2025 |
$735M
|
113 |
EDGAR ↗
|
| 1/27/2026 |
Fractal Investments LLC
|
Dec 2025 |
$716M
|
80 |
EDGAR ↗
|
| 1/27/2026 |
Human Investing LLC
|
Dec 2025 |
$708M
|
128 |
EDGAR ↗
|
| 1/27/2026 |
Compass Financial Group, INC/SD
|
Dec 2025 |
$700M
|
103 |
EDGAR ↗
|
| 1/27/2026 |
Summit Financial Wealth Advisors, LLC
|
Dec 2025 |
$699M
|
195 |
EDGAR ↗
|
| 1/27/2026 |
Cfm Wealth Partners Llc
|
Dec 2025 |
$693M
|
144 |
EDGAR ↗
|
| 1/27/2026 |
Klaas Financial Asset Advisors, LLC
|
Dec 2025 |
$689M
|
56 |
EDGAR ↗
|
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