| 1/23/2026 |
Legacy Advisory Services, LLC
|
Dec 2025 |
$133M
|
50 |
EDGAR ↗
|
| 1/23/2026 |
John S. & James L. Knight Foundation, Inc.
|
Dec 2025 |
$131M
|
3 |
EDGAR ↗
|
| 1/23/2026 |
Vested Financial Planning, LLC
|
Dec 2025 |
$130M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Paragon Capital Management Inc
|
Dec 2025 |
$129M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Guardian Investment Management
|
Dec 2025 |
$128M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Journey Beyond Wealth, LLC
|
Dec 2025 |
$126M
|
31 |
EDGAR ↗
|
| 1/23/2026 |
Split Rock Private Trading & Wealth Management, LLC
|
Dec 2025 |
$125M
|
— |
EDGAR ↗
|
| 1/23/2026 |
JM2 Capital Inc.
|
Dec 2025 |
$124M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Prosperity Advisers, LLC
|
Dec 2025 |
$121M
|
40 |
EDGAR ↗
|
| 1/23/2026 |
Integrated Wealthcare, Llc
|
Dec 2025 |
$119M
|
28 |
EDGAR ↗
|
| 1/23/2026 |
Hudson Oak Wealth Advisory LLC
|
Dec 2025 |
$113M
|
55 |
EDGAR ↗
|
| 1/23/2026 |
Dara Capital Us, Inc.
|
Dec 2025 |
$113M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Aldebaran Financial Inc.
|
Dec 2025 |
$108M
|
77 |
EDGAR ↗
|
| 1/23/2026 |
Putney Financial Group LLC
|
Dec 2025 |
$107M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Luma Capital S.A. - SPF
|
Dec 2025 |
$107M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Gritstone Asset Management Llc
|
Dec 2025 |
$105M
|
148 |
EDGAR ↗
|
| 1/23/2026 |
Northland Securities, Inc.
|
Dec 2025 |
$104M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Calder Financial LLC
|
Dec 2025 |
$102M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Cresset Asset Management, LLC
|
Sep 2025 |
$23.0B
|
1,571 |
EDGAR ↗
|
| 1/22/2026 |
Cresset Asset Management, LLC
|
Jun 2025 |
$20.1B
|
1,429 |
EDGAR ↗
|
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