| 1/21/2026 |
Sutton Place Investors Llc
|
Dec 2025 |
$182M
|
130 |
EDGAR ↗
|
| 1/21/2026 |
Runnymede Capital Advisors, Inc.
|
Dec 2025 |
$174M
|
75 |
EDGAR ↗
|
| 1/21/2026 |
Trivant Custom Portfolio Group, LLC
|
Dec 2025 |
$174M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Atmos Advisory, Llc
|
Dec 2025 |
$173M
|
— |
EDGAR ↗
|
| 1/21/2026 |
SeaTown Holdings Pte. Ltd.
|
Dec 2025 |
$172M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Petra Financial Advisors Inc
|
Dec 2025 |
$170M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Greenhouse Wealth Management, LLC
|
Dec 2025 |
$169M
|
60 |
EDGAR ↗
|
| 1/21/2026 |
Wilkins Miller Wealth Management, LLC
|
Dec 2025 |
$168M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Salus Financial Advisors, LLC
|
Dec 2025 |
$167M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Jericho Financial, Llp
|
Dec 2025 |
$166M
|
40 |
EDGAR ↗
|
| 1/21/2026 |
Erickson Financial Group, LLC
|
Dec 2025 |
$163M
|
25 |
EDGAR ↗
|
| 1/21/2026 |
Paragon Financial Partners, Inc.
|
Dec 2025 |
$163M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Steadtrust LLC
|
Dec 2025 |
$162M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Tower Trust & Investment Co
|
Dec 2025 |
$159M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Five Pine Wealth Management
|
Dec 2025 |
$156M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Mainstream Capital Management LLC
|
Dec 2025 |
$153M
|
— |
EDGAR ↗
|
| 1/21/2026 |
DMC Group, LLC
|
Dec 2025 |
$150M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Future Financial Wealth Managment LLC
|
Dec 2025 |
$149M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Seed Wealth Management, Inc.
|
Dec 2025 |
$145M
|
102 |
EDGAR ↗
|
| 1/21/2026 |
Impact Investors, Inc
|
Dec 2025 |
$144M
|
— |
EDGAR ↗
|
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