| 4/8/2026 |
Post Resch Tallon Group Inc.
|
Mar 2026 |
$124M
|
120 |
EDGAR ↗
|
| 4/8/2026 |
Winter & Associates, Inc.
|
Mar 2026 |
$114M
|
84 |
EDGAR ↗
|
| 4/8/2026 |
Nestegg Advisors, Inc.
|
Mar 2026 |
$114M
|
51 |
EDGAR ↗
|
| 4/8/2026 |
Infinity Wealth Counsel, LLC
|
Mar 2026 |
$109M
|
63 |
EDGAR ↗
|
| 4/8/2026 |
High Point Wealth Management, LLC
|
Mar 2026 |
$104M
|
250 |
EDGAR ↗
|
| 4/8/2026 |
Wisconsin Wealth Advisors, LLC
|
Mar 2026 |
$102M
|
84 |
EDGAR ↗
|
| 4/8/2026 |
Red Reef Advisors Llc
|
Dec 2025 |
$98M
|
— |
EDGAR ↗
|
| 4/8/2026 |
Unify Financial Advisors
|
Dec 2025 |
$96M
|
94 |
EDGAR ↗
|
| 4/8/2026 |
Longboard Asset Management, LP
|
Mar 2026 |
$6M
|
28 |
EDGAR ↗
|
| 4/7/2026 |
CenturyLink Investment Management Co
|
Mar 2026 |
$174.9B
|
3 |
EDGAR ↗
|
| 4/7/2026 |
Park Avenue Securities Llc
|
Mar 2026 |
$12.8B
|
1,517 |
EDGAR ↗
|
| 4/7/2026 |
Farther Finance Advisors, LLC
|
Mar 2026 |
$10.6B
|
5,767 |
EDGAR ↗
|
| 4/7/2026 |
Signaturefd, Llc
|
Mar 2026 |
$6.5B
|
3,488 |
EDGAR ↗
|
| 4/7/2026 |
Eastern Bank
|
Mar 2026 |
$5.8B
|
1,491 |
EDGAR ↗
|
| 4/7/2026 |
Orgel Wealth Management, LLC
|
Mar 2026 |
$4.6B
|
95 |
EDGAR ↗
|
| 4/7/2026 |
U.S. Capital Wealth Advisors, LLC
|
Mar 2026 |
$4.0B
|
1,014 |
EDGAR ↗
|
| 4/7/2026 |
Cardinal Capital Management, Inc.
|
Mar 2026 |
$3.7B
|
69 |
EDGAR ↗
|
| 4/7/2026 |
CoreCap Advisors, LLC
|
Mar 2026 |
$2.9B
|
2,937 |
EDGAR ↗
|
| 4/7/2026 |
Fragasso Financial Advisors Inc
|
Mar 2026 |
$1.7B
|
323 |
EDGAR ↗
|
| 4/7/2026 |
Legacy Private Trust Co.
|
Mar 2026 |
$1.6B
|
361 |
EDGAR ↗
|
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