| 3/31/2026 |
Dedeker Financial LLC
|
Dec 2025 |
$112M
|
— |
EDGAR ↗
|
| 3/26/2026 |
F&V Capital Management, LLC
|
Dec 2025 |
$470M
|
— |
EDGAR ↗
|
| 3/25/2026 |
McAlvany Wealth Management LLC
|
Dec 2025 |
$131M
|
— |
EDGAR ↗
|
| 3/20/2026 |
Consilio Wealth Advisors, Llc
|
Dec 2025 |
$342M
|
— |
EDGAR ↗
|
| 3/19/2026 |
Foresight Global Investors, Inc.
|
Dec 2025 |
$212M
|
— |
EDGAR ↗
|
| 3/18/2026 |
Johnson & Johnson
|
Dec 2025 |
$555M
|
— |
EDGAR ↗
|
| 3/17/2026 |
Rockefeller Capital Management L.P.
|
Dec 2025 |
$55.5B
|
— |
EDGAR ↗
|
| 3/17/2026 |
Cornerstone Planning, LLC
|
Dec 2025 |
$431M
|
— |
EDGAR ↗
|
| 3/17/2026 |
Stance Capital Llc
|
Dec 2025 |
$272M
|
— |
EDGAR ↗
|
| 3/17/2026 |
John A. Wolfe & Associates, Inc.
|
Dec 2025 |
$185M
|
— |
EDGAR ↗
|
| 3/17/2026 |
Forty-three Eighteen Advisors, LLC
|
Dec 2025 |
$129M
|
— |
EDGAR ↗
|
| 3/17/2026 |
Carter Financial, LLC
|
Dec 2025 |
$113M
|
— |
EDGAR ↗
|
| 3/16/2026 |
Avoro Capital Advisors LLC
|
Dec 2025 |
$10.2B
|
— |
EDGAR ↗
|
| 3/13/2026 |
Thrive Capital Management, LLC
|
Dec 2025 |
$352M
|
— |
EDGAR ↗
|
| 3/13/2026 |
ARP Global Capital Ltd
|
Dec 2025 |
$331M
|
— |
EDGAR ↗
|
| 3/13/2026 |
Demming Financial Services Corp /Adv
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 3/13/2026 |
Fund Advisors of America Inc/FL
|
Dec 2025 |
$109M
|
— |
EDGAR ↗
|
| 3/12/2026 |
Peak6 Llc
|
Dec 2025 |
$53.8B
|
— |
EDGAR ↗
|
| 3/11/2026 |
Green Ridge Wealth Planning LLC
|
Dec 2025 |
$196M
|
— |
EDGAR ↗
|
| 3/11/2026 |
Meadowbrook Advisors Group, LLC
|
Dec 2025 |
$178M
|
— |
EDGAR ↗
|
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