| 4/16/2026 |
Annex Advisory Services, LLC
|
Mar 2026 |
$5.3B
|
375 |
EDGAR ↗
|
| 4/16/2026 |
Quotient Wealth Partners, LLC
|
Mar 2026 |
$3.8B
|
377 |
EDGAR ↗
|
| 4/16/2026 |
E. Ohman J:or Asset Management AB
|
Mar 2026 |
$3.8B
|
477 |
EDGAR ↗
|
| 4/16/2026 |
Fisher Funds Management LTD
|
Mar 2026 |
$3.4B
|
169 |
EDGAR ↗
|
| 4/16/2026 |
Park National Corp /Oh/
|
Mar 2026 |
$3.3B
|
605 |
EDGAR ↗
|
| 4/16/2026 |
Focused Investors LLC
|
Mar 2026 |
$3.1B
|
22 |
EDGAR ↗
|
| 4/16/2026 |
First Merchants Corp
|
Mar 2026 |
$2.6B
|
501 |
EDGAR ↗
|
| 4/16/2026 |
Rockland Trust Co
|
Mar 2026 |
$2.5B
|
537 |
EDGAR ↗
|
| 4/16/2026 |
Elser Financial Planning, Inc
|
Mar 2026 |
$2.1B
|
132 |
EDGAR ↗
|
| 4/16/2026 |
Generate Investment Management Ltd
|
Mar 2026 |
$2.0B
|
92 |
EDGAR ↗
|
| 4/16/2026 |
Smith Salley Wealth Management
|
Mar 2026 |
$2.0B
|
267 |
EDGAR ↗
|
| 4/16/2026 |
ARS Investment Partners, LLC
|
Mar 2026 |
$1.9B
|
182 |
EDGAR ↗
|
| 4/16/2026 |
Evolve Private Wealth, Llc
|
Mar 2026 |
$1.9B
|
994 |
EDGAR ↗
|
| 4/16/2026 |
Ocean Park Asset Management, LLC
|
Mar 2026 |
$1.7B
|
56 |
EDGAR ↗
|
| 4/16/2026 |
Beese Fulmer Investment Management, Inc.
|
Mar 2026 |
$1.6B
|
435 |
EDGAR ↗
|
| 4/16/2026 |
Howard Capital Management Group, LLC
|
Mar 2026 |
$1.5B
|
144 |
EDGAR ↗
|
| 4/16/2026 |
Uhlmann Price Securities, Llc
|
Mar 2026 |
$1.5B
|
254 |
EDGAR ↗
|
| 4/16/2026 |
Phillips Financial Management, Llc
|
Mar 2026 |
$1.4B
|
283 |
EDGAR ↗
|
| 4/16/2026 |
Heck Capital Advisors, LLC
|
Mar 2026 |
$1.3B
|
202 |
EDGAR ↗
|
| 4/16/2026 |
Triad Wealth Partners, LLC
|
Mar 2026 |
$1.3B
|
478 |
EDGAR ↗
|
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