| 1/21/2026 |
Inlet Private Wealth, LLC
|
Dec 2025 |
$431M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Mezzasalma Advisors, LLC
|
Dec 2025 |
$416M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Capricorn Fund Managers Ltd
|
Dec 2025 |
$415M
|
— |
EDGAR ↗
|
| 1/21/2026 |
McElhenny Sheffield Capital Management, LLC
|
Dec 2025 |
$411M
|
100 |
EDGAR ↗
|
| 1/21/2026 |
Palumbo Wealth Management LLC
|
Dec 2025 |
$405M
|
218 |
EDGAR ↗
|
| 1/21/2026 |
NovaPoint Capital, LLC
|
Dec 2025 |
$388M
|
79 |
EDGAR ↗
|
| 1/21/2026 |
Hartford Financial Management Inc.
|
Dec 2025 |
$385M
|
338 |
EDGAR ↗
|
| 1/21/2026 |
Snider Financial Group
|
Dec 2025 |
$375M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Physicians Financial Services, Inc.
|
Dec 2025 |
$373M
|
107 |
EDGAR ↗
|
| 1/21/2026 |
Truefg, Llc
|
Dec 2025 |
$373M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Compass Advisory Group LLC
|
Dec 2025 |
$370M
|
84 |
EDGAR ↗
|
| 1/21/2026 |
M. Kraus & Co
|
Dec 2025 |
$358M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Drummond Knight Asset Management Pty Ltd
|
Dec 2025 |
$357M
|
11 |
EDGAR ↗
|
| 1/21/2026 |
Seascape Capital Management
|
Dec 2025 |
$352M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Bank Of Stockton
|
Dec 2025 |
$349M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Srh Advisors, Llc
|
Dec 2025 |
$347M
|
293 |
EDGAR ↗
|
| 1/21/2026 |
Capital Advisory Group Advisory Services, LLC
|
Dec 2025 |
$340M
|
171 |
EDGAR ↗
|
| 1/21/2026 |
Indiana Trust & Investment Management Co
|
Dec 2025 |
$339M
|
487 |
EDGAR ↗
|
| 1/21/2026 |
HT Partners LLC
|
Dec 2025 |
$336M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Muzinich & Co., Inc.
|
Dec 2025 |
$318M
|
38 |
EDGAR ↗
|
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