| 4/20/2026 |
Northern Lights Advisors, Inc.
|
Dec 2025 |
$146M
|
— |
EDGAR ↗
|
| 4/20/2026 |
Axecap Investments, LLC
|
Mar 2026 |
$145M
|
69 |
EDGAR ↗
|
| 4/20/2026 |
Guild Investment Management, Inc.
|
Mar 2026 |
$140M
|
47 |
EDGAR ↗
|
| 4/20/2026 |
Joel Adams & Associates, Inc.
|
Mar 2026 |
$135M
|
64 |
EDGAR ↗
|
| 4/20/2026 |
Cushing Capital Partners, LLC
|
Mar 2026 |
$130M
|
96 |
EDGAR ↗
|
| 4/20/2026 |
Aegis Wealth Management, Inc.
|
Mar 2026 |
$127M
|
162 |
EDGAR ↗
|
| 4/20/2026 |
C2C Wealth Management, LLC
|
Mar 2026 |
$118M
|
92 |
EDGAR ↗
|
| 4/20/2026 |
Lord & Richards Wealth Management, LLC
|
Mar 2026 |
$114M
|
282 |
EDGAR ↗
|
| 4/20/2026 |
Payne Capital LLC
|
Mar 2026 |
$109M
|
55 |
EDGAR ↗
|
| 4/20/2026 |
Morangie Management LLC
|
Mar 2026 |
$109M
|
34 |
EDGAR ↗
|
| 4/20/2026 |
Delphi Management Inc /Ma/
|
Mar 2026 |
$84M
|
79 |
EDGAR ↗
|
| 4/20/2026 |
FSC Wealth Advisors, LLC
|
Mar 2026 |
$5M
|
13 |
EDGAR ↗
|
| 4/20/2026 |
Svenska Handelsbanken AB (publ)
|
Mar 2026 |
$1M
|
1 |
EDGAR ↗
|
| 4/20/2026 |
Greenstone Partners, L.P.
|
Sep 2025 |
—
|
1 |
EDGAR ↗
|
| 4/17/2026 |
Capital Squared Financial LLC
|
Dec 2025 |
$128.2B
|
82 |
EDGAR ↗
|
| 4/17/2026 |
Capital Investment Advisors, LLC
|
Mar 2026 |
$6.8B
|
749 |
EDGAR ↗
|
| 4/17/2026 |
Central Trust Co
|
Mar 2026 |
$5.1B
|
2,076 |
EDGAR ↗
|
| 4/17/2026 |
Riverbridge Partners Llc
|
Mar 2026 |
$4.1B
|
192 |
EDGAR ↗
|
| 4/17/2026 |
Krilogy Financial LLC
|
Mar 2026 |
$3.1B
|
990 |
EDGAR ↗
|
| 4/17/2026 |
Arizona PSPRS Trust
|
Mar 2026 |
$2.7B
|
10 |
EDGAR ↗
|
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