| 1/15/2026 |
Warwick Investment Management, Inc.
|
Dec 2025 |
$649M
|
149 |
EDGAR ↗
|
| 1/15/2026 |
Bourgeon Capital Management Llc
|
Dec 2025 |
$618M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Orrstown Financial Services Inc
|
Dec 2025 |
$600M
|
126 |
EDGAR ↗
|
| 1/15/2026 |
Bricktown Capital, LLC
|
Dec 2025 |
$594M
|
25 |
EDGAR ↗
|
| 1/15/2026 |
Ironwood Financial, llc
|
Dec 2025 |
$590M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Brady Martz Wealth Solutions, LLC
|
Dec 2025 |
$568M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Community Financial Services Group, LLC
|
Dec 2025 |
$545M
|
167 |
EDGAR ↗
|
| 1/15/2026 |
Independent Investors Inc
|
Dec 2025 |
$538M
|
69 |
EDGAR ↗
|
| 1/15/2026 |
Shah Capital Management
|
Dec 2025 |
$519M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Bright Rock Capital Management, Llc
|
Dec 2025 |
$509M
|
77 |
EDGAR ↗
|
| 1/15/2026 |
ALM First Financial Advisors, LLC
|
Dec 2025 |
$505M
|
25 |
EDGAR ↗
|
| 1/15/2026 |
Professional Financial Advisors, LLC
|
Dec 2025 |
$490M
|
130 |
EDGAR ↗
|
| 1/15/2026 |
Spirit Of America Management Corp/Ny
|
Dec 2025 |
$472M
|
383 |
EDGAR ↗
|
| 1/15/2026 |
Raub Brock Capital Management LP
|
Dec 2025 |
$449M
|
40 |
EDGAR ↗
|
| 1/15/2026 |
Stewardship Advisors, LLC
|
Dec 2025 |
$433M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Heirloom Wealth Management
|
Dec 2025 |
$433M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Fortitude Family Office, LLC
|
Dec 2025 |
$430M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Nikulski Financial, Inc.
|
Dec 2025 |
$418M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Clg Llc
|
Dec 2025 |
$402M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Westmount Partners, LLC
|
Dec 2025 |
$401M
|
246 |
EDGAR ↗
|
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