| 1/16/2026 |
Red Lighthouse Investment Management, Llc
|
Dec 2025 |
$279M
|
91 |
EDGAR ↗
|
| 1/16/2026 |
Montgomery Investment Management Inc
|
Dec 2025 |
$278M
|
96 |
EDGAR ↗
|
| 1/16/2026 |
Clarus Group, Inc.
|
Dec 2025 |
$278M
|
103 |
EDGAR ↗
|
| 1/16/2026 |
Sims Investment Management, Llc
|
Sep 2025 |
$276M
|
42 |
EDGAR ↗
|
| 1/16/2026 |
Biltmore Wealth Management, LLC
|
Dec 2025 |
$265M
|
59 |
EDGAR ↗
|
| 1/16/2026 |
Applied Capital LLC
|
Dec 2025 |
$260M
|
53 |
EDGAR ↗
|
| 1/16/2026 |
Genesee Capital Advisors, LLC
|
Dec 2025 |
$248M
|
129 |
EDGAR ↗
|
| 1/16/2026 |
StoneCrest Wealth Management, Inc.
|
Dec 2025 |
$248M
|
— |
EDGAR ↗
|
| 1/16/2026 |
MRA Advisory Group
|
Dec 2025 |
$238M
|
135 |
EDGAR ↗
|
| 1/16/2026 |
Tenon Financial LLC
|
Dec 2025 |
$237M
|
49 |
EDGAR ↗
|
| 1/16/2026 |
Values Added Financial LLC
|
Dec 2025 |
$237M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Postrock Partners Llc
|
Dec 2025 |
$230M
|
— |
EDGAR ↗
|
| 1/16/2026 |
IVC Wealth Advisors LLC
|
Dec 2025 |
$230M
|
179 |
EDGAR ↗
|
| 1/16/2026 |
Asset Planning Services Inc /La/ /Adv
|
Dec 2025 |
$226M
|
35 |
EDGAR ↗
|
| 1/16/2026 |
Wealth Advisors Northwest LLC
|
Dec 2025 |
$225M
|
56 |
EDGAR ↗
|
| 1/16/2026 |
Forte Asset Management Llc
|
Dec 2025 |
$220M
|
73 |
EDGAR ↗
|
| 1/16/2026 |
PFS Partners, LLC
|
Dec 2025 |
$219M
|
591 |
EDGAR ↗
|
| 1/16/2026 |
Financial Planning Navigators CORP
|
Dec 2025 |
$218M
|
47 |
EDGAR ↗
|
| 1/16/2026 |
Armstrong, Fleming & Moore, Inc
|
Dec 2025 |
$216M
|
105 |
EDGAR ↗
|
| 1/16/2026 |
Udine Wealth Management, Inc.
|
Dec 2025 |
$212M
|
— |
EDGAR ↗
|
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