| 1/23/2026 |
Legacy Financial Strategies, LLC
|
Dec 2025 |
$565M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Strong Tower Advisory Services
|
Dec 2025 |
$558M
|
97 |
EDGAR ↗
|
| 1/23/2026 |
Coerente Capital Management
|
Dec 2025 |
$548M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Patten Group, Inc.
|
Dec 2025 |
$541M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Aljian Capital Management, LLC
|
Dec 2025 |
$502M
|
121 |
EDGAR ↗
|
| 1/23/2026 |
Family Investment Center, Inc.
|
Dec 2025 |
$495M
|
97 |
EDGAR ↗
|
| 1/23/2026 |
ABLE Financial Group, LLC
|
Dec 2025 |
$492M
|
218 |
EDGAR ↗
|
| 1/23/2026 |
Clarity Wealth Advisors, LLC
|
Dec 2025 |
$490M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Northwest Quadrant Wealth Management, LLC
|
Dec 2025 |
$484M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Avion Wealth
|
Dec 2025 |
$477M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Curtis Advisory Group, LLC
|
Dec 2025 |
$477M
|
116 |
EDGAR ↗
|
| 1/23/2026 |
Blankinship & Foster, LLC
|
Dec 2025 |
$463M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Beacon Harbor Wealth Advisors, Inc.
|
Dec 2025 |
$451M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Genworth Financial Inc
|
Dec 2025 |
$446M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Twelve Points Wealth Management LLC
|
Dec 2025 |
$444M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Whitener Capital Management, Inc.
|
Dec 2025 |
$439M
|
169 |
EDGAR ↗
|
| 1/23/2026 |
First PREMIER Bank
|
Dec 2025 |
$436M
|
— |
EDGAR ↗
|
| 1/23/2026 |
High Net Worth Advisory Group LLC
|
Dec 2025 |
$434M
|
240 |
EDGAR ↗
|
| 1/23/2026 |
Timber Creek Capital Management LLC
|
Dec 2025 |
$430M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Gibbs Wealth Management
|
Dec 2025 |
$413M
|
325 |
EDGAR ↗
|
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