| 1/7/2026 |
Wisconsin Wealth Advisors, LLC
|
Dec 2025 |
$102M
|
85 |
EDGAR ↗
|
| 1/7/2026 |
Sulzberger Capital Advisors, Inc.
|
Dec 2025 |
$99M
|
52 |
EDGAR ↗
|
| 1/7/2026 |
Crescent Sterling, Ltd.
|
Dec 2025 |
$98M
|
78 |
EDGAR ↗
|
| 1/7/2026 |
CenturyLink Investment Management Co
|
Dec 2025 |
$97M
|
1 |
EDGAR ↗
|
| 1/7/2026 |
Significant Wealth Partners LLC
|
Dec 2025 |
$90M
|
70 |
EDGAR ↗
|
| 1/7/2026 |
Emeth Value Capital, LLC
|
Dec 2025 |
$81M
|
4 |
EDGAR ↗
|
| 1/7/2026 |
Puff Wealth Management, Llc
|
Dec 2025 |
$77M
|
70 |
EDGAR ↗
|
| 1/7/2026 |
Benjamin Joseph Floyd Dba Floyd Capital Management
|
Dec 2025 |
$51M
|
1 |
EDGAR ↗
|
| 1/7/2026 |
Livelsberger Financial Advisory
|
Dec 2025 |
$1
|
— |
EDGAR ↗
|
| 1/7/2026 |
Cutter & CO Brokerage, Inc.
|
Dec 2025 |
—
|
1 |
EDGAR ↗
|
| 1/6/2026 |
Sanctuary Advisors, LLC
|
Jun 2025 |
$16.2B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Platinum Equity Advisors, LLC/DE
|
Sep 2025 |
$7.7B
|
5 |
EDGAR ↗
|
| 1/6/2026 |
Avior Wealth Management, LLC
|
Dec 2025 |
$3.2B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Neville Rodie & Shaw Inc
|
Dec 2025 |
$1.4B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Armstrong Henry H Associates Inc
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/6/2026 |
Abner Herrman & Brock Llc
|
Dec 2025 |
$979M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Farmers Trust Co
|
Dec 2025 |
$613M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Investors Research Corp
|
Dec 2025 |
$546M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Chemistry Wealth Management LLC
|
Dec 2025 |
$535M
|
— |
EDGAR ↗
|
| 1/6/2026 |
Collective Family Office Llc
|
Dec 2025 |
$436M
|
— |
EDGAR ↗
|
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