| 1/8/2026 |
Dagco, Inc.
|
Dec 2025 |
$433M
|
380 |
EDGAR ↗
|
| 1/8/2026 |
Brave Asset Management Inc
|
Dec 2025 |
$425M
|
168 |
EDGAR ↗
|
| 1/8/2026 |
Fermata Advisors, LLC
|
Dec 2025 |
$417M
|
218 |
EDGAR ↗
|
| 1/8/2026 |
Old Port Advisors
|
Dec 2025 |
$407M
|
231 |
EDGAR ↗
|
| 1/8/2026 |
Baker Tilly Wealth Management, Llc
|
Dec 2025 |
$406M
|
284 |
EDGAR ↗
|
| 1/8/2026 |
GSG Advisors LLC
|
Dec 2025 |
$387M
|
134 |
EDGAR ↗
|
| 1/8/2026 |
O'Keefe Stevens Advisory, Inc.
|
Dec 2025 |
$385M
|
66 |
EDGAR ↗
|
| 1/8/2026 |
Neumann Advisory Hong Kong Ltd
|
Dec 2025 |
$378M
|
7 |
EDGAR ↗
|
| 1/8/2026 |
Websterrogers Financial Advisors, Llc
|
Dec 2025 |
$344M
|
94 |
EDGAR ↗
|
| 1/8/2026 |
True Wealth Design, LLC
|
Dec 2025 |
$341M
|
2,556 |
EDGAR ↗
|
| 1/8/2026 |
Genesis Private Wealth, Llc
|
Dec 2025 |
$322M
|
180 |
EDGAR ↗
|
| 1/8/2026 |
Elmwood Wealth Management, Inc.
|
Dec 2025 |
$317M
|
174 |
EDGAR ↗
|
| 1/8/2026 |
Bennett Selby Investments Lp
|
Dec 2025 |
$311M
|
83 |
EDGAR ↗
|
| 1/8/2026 |
Adirondack Trust Co
|
Dec 2025 |
$304M
|
624 |
EDGAR ↗
|
| 1/8/2026 |
MKT Advisors LLC
|
Dec 2025 |
$293M
|
163 |
EDGAR ↗
|
| 1/8/2026 |
Hutchens & Kramer Investment Management Group, LLC
|
Dec 2025 |
$290M
|
177 |
EDGAR ↗
|
| 1/8/2026 |
Centerline Wealth Advisors, LLC
|
Dec 2025 |
$276M
|
60 |
EDGAR ↗
|
| 1/8/2026 |
Agate Pass Investment Management, LLC
|
Dec 2025 |
$269M
|
106 |
EDGAR ↗
|
| 1/8/2026 |
Firethorn Wealth Partners, Llc
|
Dec 2025 |
$267M
|
190 |
EDGAR ↗
|
| 1/8/2026 |
Choice Wealth Advisors, LLC
|
Dec 2025 |
$253M
|
33 |
EDGAR ↗
|
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