| 1/16/2026 |
Integrated Financial Solutions, Inc.
|
Sep 2025 |
$145M
|
26 |
EDGAR ↗
|
| 1/16/2026 |
Piscataqua Savings Bank
|
Dec 2025 |
$142M
|
515 |
EDGAR ↗
|
| 1/16/2026 |
Hopwood Financial Services, Inc.
|
Dec 2025 |
$142M
|
90 |
EDGAR ↗
|
| 1/16/2026 |
Wall Street Financial Group, Inc.
|
Sep 2025 |
$136M
|
101 |
EDGAR ↗
|
| 1/16/2026 |
First Community Trust Na
|
Dec 2025 |
$134M
|
352 |
EDGAR ↗
|
| 1/16/2026 |
Dorato Capital Management
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Life Planning Partners, Inc
|
Dec 2025 |
$131M
|
66 |
EDGAR ↗
|
| 1/16/2026 |
Clio Asset Management LLC
|
Dec 2025 |
$129M
|
14 |
EDGAR ↗
|
| 1/16/2026 |
Stephen J. Garry & Associates, Llc
|
Dec 2025 |
$126M
|
51 |
EDGAR ↗
|
| 1/16/2026 |
Morangie Management LLC
|
Dec 2025 |
$126M
|
34 |
EDGAR ↗
|
| 1/16/2026 |
Vanguard Capital Wealth Advisors
|
Dec 2025 |
$125M
|
128 |
EDGAR ↗
|
| 1/16/2026 |
R.H. Investment Group, LLC
|
Dec 2025 |
$119M
|
33 |
EDGAR ↗
|
| 1/16/2026 |
Integrated Financial Solutions, Inc.
|
Jun 2025 |
$118M
|
24 |
EDGAR ↗
|
| 1/16/2026 |
Wall Street Financial Group, Inc.
|
Jun 2025 |
$111M
|
80 |
EDGAR ↗
|
| 1/16/2026 |
Verus Wealth Management, Llc
|
Dec 2025 |
$107M
|
53 |
EDGAR ↗
|
| 1/16/2026 |
Triad Investment Management
|
Dec 2025 |
$99M
|
36 |
EDGAR ↗
|
| 1/16/2026 |
Oregon Pacific Wealth Management, LLC
|
Dec 2025 |
$97M
|
135 |
EDGAR ↗
|
| 1/16/2026 |
Surience Private Wealth Llc
|
Dec 2025 |
$93M
|
33 |
EDGAR ↗
|
| 1/16/2026 |
Pictet Bank & Trust Ltd
|
Dec 2025 |
$83M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Blossom Wealth Management
|
Dec 2025 |
$61M
|
73 |
EDGAR ↗
|
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