| 1/27/2026 |
MontVue Capital Management, Inc.
|
Dec 2025 |
$150M
|
65 |
EDGAR ↗
|
| 1/27/2026 |
Stillwater Wealth Management Group
|
Dec 2025 |
$147M
|
74 |
EDGAR ↗
|
| 1/27/2026 |
Keystone Financial Services, LLC
|
Dec 2025 |
$147M
|
54 |
EDGAR ↗
|
| 1/27/2026 |
Elevate Wealth Advisory, Inc
|
Dec 2025 |
$146M
|
122 |
EDGAR ↗
|
| 1/27/2026 |
Strategic Value Bank Partners Llc
|
Dec 2025 |
$146M
|
12 |
EDGAR ↗
|
| 1/27/2026 |
Fundamenta Capital S.A.
|
Dec 2025 |
$146M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Phil A. Younker & Associates, Ltd.
|
Dec 2025 |
$143M
|
36 |
EDGAR ↗
|
| 1/27/2026 |
Tme Financial, Inc.
|
Dec 2025 |
$142M
|
72 |
EDGAR ↗
|
| 1/27/2026 |
Hedges Asset Management LLC
|
Dec 2025 |
$142M
|
108 |
EDGAR ↗
|
| 1/27/2026 |
Cannon Wealth Management Services, LLC
|
Dec 2025 |
$142M
|
83 |
EDGAR ↗
|
| 1/27/2026 |
Prakash Investment Advisors Llc
|
Dec 2025 |
$141M
|
81 |
EDGAR ↗
|
| 1/27/2026 |
Morey & Quinn Wealth Partners, LLC
|
Dec 2025 |
$139M
|
131 |
EDGAR ↗
|
| 1/27/2026 |
Lakehouse Capital Pty Ltd
|
Dec 2025 |
$139M
|
13 |
EDGAR ↗
|
| 1/27/2026 |
Magnolia Capital Management Ltd
|
Dec 2025 |
$134M
|
— |
EDGAR ↗
|
| 1/27/2026 |
Bayforest Capital Ltd
|
Dec 2025 |
$134M
|
778 |
EDGAR ↗
|
| 1/27/2026 |
Bonfire Financial
|
Dec 2025 |
$134M
|
58 |
EDGAR ↗
|
| 1/27/2026 |
Joel Adams & Associates, Inc.
|
Dec 2025 |
$133M
|
63 |
EDGAR ↗
|
| 1/27/2026 |
Fiduciary Advisors, Inc.
|
Dec 2025 |
$131M
|
125 |
EDGAR ↗
|
| 1/27/2026 |
Warm Springs Advisors Inc.
|
Dec 2025 |
$129M
|
48 |
EDGAR ↗
|
| 1/27/2026 |
Benningfield Financial Advisors, Llc
|
Dec 2025 |
$128M
|
18 |
EDGAR ↗
|
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