| 1/15/2026 |
Sollinda Capital Management LLC
|
Dec 2025 |
$391M
|
74 |
EDGAR ↗
|
| 1/15/2026 |
Independence Financial Advisors, LLC
|
Dec 2025 |
$364M
|
55 |
EDGAR ↗
|
| 1/15/2026 |
Windsor Capital Management, LLC
|
Dec 2025 |
$362M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Westend Capital Management, LLC
|
Dec 2025 |
$357M
|
238 |
EDGAR ↗
|
| 1/15/2026 |
Highline Wealth Partners Llc
|
Dec 2025 |
$355M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Parkwoods Wealth Partners, LLC
|
Dec 2025 |
$340M
|
112 |
EDGAR ↗
|
| 1/15/2026 |
Presidio Capital Management, LLC
|
Dec 2025 |
$333M
|
76 |
EDGAR ↗
|
| 1/15/2026 |
Acima Private Wealth, Llc
|
Dec 2025 |
$322M
|
176 |
EDGAR ↗
|
| 1/15/2026 |
25 Llc
|
Dec 2025 |
$315M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Act Wealth Management, Llc
|
Dec 2025 |
$306M
|
— |
EDGAR ↗
|
| 1/15/2026 |
Solitude Financial Services
|
Dec 2025 |
$303M
|
38 |
EDGAR ↗
|
| 1/15/2026 |
Santori & Peters, Inc.
|
Dec 2025 |
$293M
|
71 |
EDGAR ↗
|
| 1/15/2026 |
Range Financial Group LLC
|
Dec 2025 |
$289M
|
195 |
EDGAR ↗
|
| 1/15/2026 |
Burns Matteson Capital Management, LLC
|
Dec 2025 |
$285M
|
199 |
EDGAR ↗
|
| 1/15/2026 |
Enzi Wealth
|
Dec 2025 |
$284M
|
— |
EDGAR ↗
|
| 1/15/2026 |
GFG Capital, LLC
|
Dec 2025 |
$281M
|
94 |
EDGAR ↗
|
| 1/15/2026 |
Wealth Quarterback LLC
|
Dec 2025 |
$278M
|
151 |
EDGAR ↗
|
| 1/15/2026 |
Quantum Financial Planning Services, Inc.
|
Dec 2025 |
$276M
|
54 |
EDGAR ↗
|
| 1/15/2026 |
Foundation Wealth Management, LLC\PA
|
Dec 2025 |
$276M
|
93 |
EDGAR ↗
|
| 1/15/2026 |
Trinity Wealth Management, LLC
|
Dec 2025 |
$271M
|
68 |
EDGAR ↗
|
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