| 1/20/2026 |
Element Squared LLC
|
Dec 2025 |
$184M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cromwell Holdings LLC
|
Dec 2025 |
$183M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Hamilton Lane Advisors Llc
|
Dec 2025 |
$182M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Three Magnolias Financial Advisors, LLC
|
Dec 2025 |
$161M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Shepherd Wealth Management Ltd Liability Co
|
Dec 2025 |
$144M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Park Capital Management, LLC / WI
|
Dec 2025 |
$140M
|
— |
EDGAR ↗
|
| 1/20/2026 |
BAM Wealth Management, LLC
|
Dec 2025 |
$138M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Mendota Financial Group, LLC
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/20/2026 |
J2 Capital Management Inc
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Capstone Wealth Management, LLC
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/20/2026 |
White & Co Financial Planning Inc
|
Dec 2025 |
$134M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Westwood Wealth Management
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Rainier Family Wealth Inc
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 1/20/2026 |
LifePlan Financial, LLC
|
Dec 2025 |
$130M
|
— |
EDGAR ↗
|
| 1/20/2026 |
ASL Financial, LLC
|
Dec 2025 |
$127M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Madison Park Capital Advisors, LLC
|
Dec 2025 |
$123M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Boyce & Associates Wealth Consulting, Inc.
|
Dec 2025 |
$119M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Stewardship Concepts Financial Services Llc
|
Dec 2025 |
$119M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Payne Capital LLC
|
Dec 2025 |
$98M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Partners Wealth Management, Llc
|
Dec 2025 |
$96M
|
— |
EDGAR ↗
|
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