| 1/20/2026 |
Pine Harbor Wealth Management, LLC
|
Dec 2025 |
$326M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Realta Investment Advisors
|
Dec 2025 |
$306M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Investment Research & Advisory Group, Inc.
|
Dec 2025 |
$302M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hall Laurie J Trustee
|
Dec 2025 |
$301M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
Dec 2025 |
$297M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Greenbush Financial Group, LLC
|
Dec 2025 |
$294M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Miller Wealth Advisors, Llc
|
Dec 2025 |
$271M
|
136 |
EDGAR ↗
|
| 1/20/2026 |
Palisades Investment Partners, LLC
|
Dec 2025 |
$265M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hubbell Strickland Wealth Management, LLC
|
Dec 2025 |
$249M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Reliant Investment Management, LLC
|
Dec 2025 |
$247M
|
— |
EDGAR ↗
|
| 1/20/2026 |
YANKCOM Partnership
|
Dec 2025 |
$235M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Midwest Financial Group LLC
|
Dec 2025 |
$226M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Blue Square Asset Management, Llc
|
Dec 2025 |
$225M
|
— |
EDGAR ↗
|
| 1/20/2026 |
eCIO, Inc.
|
Dec 2025 |
$215M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Pflug Koory, LLC
|
Dec 2025 |
$214M
|
— |
EDGAR ↗
|
| 1/20/2026 |
HMV Wealth Advisors, LLC
|
Dec 2025 |
$200M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Prospera Capital Management, LLC
|
Dec 2025 |
$198M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Arta Finance Wealth Management LLC
|
Dec 2025 |
$196M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Income Research & Management
|
Dec 2025 |
$190M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Sylvest Advisors, LLC
|
Dec 2025 |
$187M
|
— |
EDGAR ↗
|