| 1/21/2026 |
Towercrest Capital Management
|
Dec 2025 |
$634M
|
98 |
EDGAR ↗
|
| 1/21/2026 |
Affiance Financial, LLC
|
Dec 2025 |
$622M
|
105 |
EDGAR ↗
|
| 1/21/2026 |
Jacobson & Schmitt Advisors, Llc
|
Dec 2025 |
$594M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Elwood & Goetz Wealth Advisory Group, LLC
|
Dec 2025 |
$569M
|
135 |
EDGAR ↗
|
| 1/21/2026 |
McNamara Financial Services, Inc.
|
Dec 2025 |
$527M
|
— |
EDGAR ↗
|
| 1/21/2026 |
WestHill Financial Advisors, Inc.
|
Dec 2025 |
$526M
|
81 |
EDGAR ↗
|
| 1/21/2026 |
Cambridge Advisors Inc.
|
Dec 2025 |
$525M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Jmac Enterprises Llc
|
Dec 2025 |
$523M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Blue Zone Wealth Advisors, LLC
|
Dec 2025 |
$523M
|
136 |
EDGAR ↗
|
| 1/21/2026 |
West Paces Advisors Inc.
|
Dec 2025 |
$517M
|
200 |
EDGAR ↗
|
| 1/21/2026 |
Jackson Square Capital, Llc
|
Dec 2025 |
$505M
|
152 |
EDGAR ↗
|
| 1/21/2026 |
Sunburst Financial Group, LLC
|
Dec 2025 |
$494M
|
127 |
EDGAR ↗
|
| 1/21/2026 |
Peddock Capital Advisors, Llc
|
Dec 2025 |
$477M
|
160 |
EDGAR ↗
|
| 1/21/2026 |
Alliance Wealth Management Group
|
Dec 2025 |
$456M
|
94 |
EDGAR ↗
|
| 1/21/2026 |
Landaas & Co /Wi /Adv
|
Dec 2025 |
$455M
|
126 |
EDGAR ↗
|
| 1/21/2026 |
Capital Management Associates, Inc
|
Dec 2025 |
$452M
|
171 |
EDGAR ↗
|
| 1/21/2026 |
Financial & Tax Architects, LLC
|
Dec 2025 |
$445M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Mason & Associates, LLC
|
Dec 2025 |
$440M
|
39 |
EDGAR ↗
|
| 1/21/2026 |
WealthBridge Capital Management, LLC
|
Dec 2025 |
$439M
|
208 |
EDGAR ↗
|
| 1/21/2026 |
Leading Edge Financial Planning LLC
|
Dec 2025 |
$439M
|
— |
EDGAR ↗
|
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