| 1/22/2026 |
JCIC Asset Management Inc.
|
Dec 2025 |
$327M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Investment Advisory Services Inc /Tx /Adv
|
Dec 2025 |
$320M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Bear Mountain Capital, Inc.
|
Dec 2025 |
$310M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Richardson Financial Services Inc.
|
Dec 2025 |
$309M
|
— |
EDGAR ↗
|
| 1/22/2026 |
TSA Wealth Managment LLC
|
Dec 2025 |
$302M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Castle Wealth Management Llc
|
Dec 2025 |
$302M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Encompass Wealth Advisors, Llc
|
Dec 2025 |
$294M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Glass Jacobson Investment Advisors llc
|
Dec 2025 |
$278M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Searcy Financial Services Inc /Adv
|
Dec 2025 |
$270M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Fmb Wealth Management
|
Dec 2025 |
$253M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Granite Harbor Advisors, Inc.
|
Dec 2025 |
$237M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Christensen, King & Associates Investment Services, Inc.
|
Dec 2025 |
$234M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Sterneck Capital Management, LLC
|
Dec 2025 |
$222M
|
— |
EDGAR ↗
|
| 1/22/2026 |
IRON Financial LLC
|
Dec 2025 |
$218M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Beacon Financial Planning, Inc
|
Dec 2025 |
$207M
|
— |
EDGAR ↗
|
| 1/22/2026 |
CarsonAllaria Wealth Management, Ltd.
|
Dec 2025 |
$202M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Flower City Capital
|
Dec 2025 |
$196M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Treasure Coast Financial Planning
|
Dec 2025 |
$188M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Ridgecrest Wealth Partners, Llc
|
Dec 2025 |
$184M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Hager Investment Management Services, Llc
|
Dec 2025 |
$183M
|
— |
EDGAR ↗
|
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