| 1/27/2026 |
Financial Advisory Corp
|
Dec 2025 |
$688M
|
51 |
EDGAR ↗
|
| 1/27/2026 |
Fortis Capital Advisors, LLC
|
Dec 2025 |
$677M
|
311 |
EDGAR ↗
|
| 1/27/2026 |
Hudson Edge Investment Partners Inc.
|
Dec 2025 |
$675M
|
87 |
EDGAR ↗
|
| 1/27/2026 |
Horst & Graben Wealth Management LLC
|
Dec 2025 |
$663M
|
179 |
EDGAR ↗
|
| 1/27/2026 |
DSG Capital Advisors, LLC
|
Dec 2025 |
$656M
|
119 |
EDGAR ↗
|
| 1/27/2026 |
Greystone Financial Group, LLC
|
Dec 2025 |
$641M
|
97 |
EDGAR ↗
|
| 1/27/2026 |
Optas, LLC
|
Dec 2025 |
$639M
|
1,175 |
EDGAR ↗
|
| 1/27/2026 |
Security Financial Services, INC.
|
Dec 2025 |
$637M
|
212 |
EDGAR ↗
|
| 1/27/2026 |
SageGuard Financial Group, LLC
|
Dec 2025 |
$628M
|
177 |
EDGAR ↗
|
| 1/27/2026 |
Probity Advisors, Inc.
|
Dec 2025 |
$624M
|
232 |
EDGAR ↗
|
| 1/27/2026 |
Rainey & Randall Wealth Advisors Inc.
|
Dec 2025 |
$613M
|
76 |
EDGAR ↗
|
| 1/27/2026 |
Retirement Income Solutions, Inc
|
Dec 2025 |
$590M
|
170 |
EDGAR ↗
|
| 1/27/2026 |
Duncker Streett & Co Inc
|
Dec 2025 |
$563M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Summit Wealth Partners, LLC
|
Dec 2025 |
$541M
|
203 |
EDGAR ↗
|
| 1/27/2026 |
Waterfront Wealth Inc.
|
Dec 2025 |
$526M
|
273 |
EDGAR ↗
|
| 1/27/2026 |
Seeds Investor Llc
|
Dec 2025 |
$522M
|
266 |
EDGAR ↗
|
| 1/27/2026 |
Hobart Private Capital, LLC
|
Dec 2025 |
$512M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Old Second National Bank Of Aurora
|
Dec 2025 |
$500M
|
402 |
EDGAR ↗
|
| 1/27/2026 |
Stordahl Capital Management, Inc.
|
Dec 2025 |
$486M
|
63 |
EDGAR ↗
|
| 1/27/2026 |
Benedict Financial Advisors Inc
|
Dec 2025 |
$474M
|
135 |
EDGAR ↗
|