| 1/8/2026 |
Traveka Wealth, LLC
|
Dec 2025 |
$246M
|
188 |
EDGAR ↗
|
| 1/8/2026 |
Bayshore Asset Management, Llc
|
Dec 2025 |
$245M
|
42 |
EDGAR ↗
|
| 1/8/2026 |
Threadgill Financial, Llc
|
Dec 2025 |
$243M
|
55 |
EDGAR ↗
|
| 1/8/2026 |
Norway Savings Bank
|
Dec 2025 |
$216M
|
177 |
EDGAR ↗
|
| 1/8/2026 |
Sprinkle Financial Consultants LLC
|
Dec 2025 |
$197M
|
88 |
EDGAR ↗
|
| 1/8/2026 |
Kearns & Associates LLC
|
Dec 2025 |
$194M
|
40 |
EDGAR ↗
|
| 1/8/2026 |
Sard Wealth Management Group, Llc
|
Dec 2025 |
$182M
|
58 |
EDGAR ↗
|
| 1/8/2026 |
Kure Advisory, LLC
|
Dec 2025 |
$179M
|
56 |
EDGAR ↗
|
| 1/8/2026 |
Aurora Investment Managers, LLC.
|
Dec 2025 |
$176M
|
45 |
EDGAR ↗
|
| 1/8/2026 |
Gridiron Partners, LLC
|
Dec 2025 |
$176M
|
59 |
EDGAR ↗
|
| 1/8/2026 |
Thoma Capital Management LLC
|
Dec 2025 |
$174M
|
60 |
EDGAR ↗
|
| 1/8/2026 |
AdviceOne Advisory Services, LLC
|
Dec 2025 |
$169M
|
39 |
EDGAR ↗
|
| 1/8/2026 |
Somnio Financial Group, LLC
|
Dec 2025 |
$151M
|
14 |
EDGAR ↗
|
| 1/8/2026 |
Integrated Capital Management, Inc.
|
Dec 2025 |
$150M
|
60 |
EDGAR ↗
|
| 1/8/2026 |
Ridgeline Wealth, LLC
|
Dec 2025 |
$144M
|
52 |
EDGAR ↗
|
| 1/8/2026 |
Gladwyn Financial Advisors, Inc.
|
Dec 2025 |
$142M
|
117 |
EDGAR ↗
|
| 1/8/2026 |
Pine Haven Investment Counsel, Inc
|
Dec 2025 |
$141M
|
116 |
EDGAR ↗
|
| 1/8/2026 |
Spartan Planning & Wealth Management
|
Dec 2025 |
$136M
|
79 |
EDGAR ↗
|
| 1/8/2026 |
Ulland Investment Advisors, LLC
|
Dec 2025 |
$125M
|
218 |
EDGAR ↗
|
| 1/8/2026 |
Sincerus Advisory, LLC
|
Dec 2025 |
$124M
|
75 |
EDGAR ↗
|
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