| 2/13/2026 |
Wealth Alliance, Llc
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 2/13/2026 |
Goehring & Rozencwajg Associates, LLC
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 2/13/2026 |
Strategies Wealth Advisors, LLC
|
Dec 2025 |
$998M
|
187 |
EDGAR ↗
|
| 2/13/2026 |
MayTech Global Investments, LLC
|
Dec 2025 |
$988M
|
27 |
EDGAR ↗
|
| 2/13/2026 |
Sym Financial Corp
|
Dec 2025 |
$973M
|
416 |
EDGAR ↗
|
| 2/13/2026 |
Triple Frond Partners LLC
|
Dec 2025 |
$962M
|
12 |
EDGAR ↗
|
| 2/13/2026 |
Brehaut David Pascal
|
Dec 2025 |
$958M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Absolute Gestao de Investimentos Ltda.
|
Dec 2025 |
$957M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Atika Capital Management LLC
|
Dec 2025 |
$950M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Tamar Securities, LLC
|
Dec 2025 |
$947M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Morgan Stanley Institutional Investment Advisors LLC
|
Dec 2025 |
$946M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Avenir Corp
|
Dec 2025 |
$922M
|
— |
EDGAR ↗
|
| 2/13/2026 |
TLT Family Holdco ULC
|
Dec 2025 |
$911M
|
— |
EDGAR ↗
|
| 2/13/2026 |
FJ Capital Management LLC
|
Dec 2025 |
$906M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Wolf Hill Capital Management, LP
|
Dec 2025 |
$906M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Atlas Capital Advisors Inc.
|
Dec 2025 |
$898M
|
— |
EDGAR ↗
|
| 2/13/2026 |
River Wealth Advisors LLC
|
Dec 2025 |
$892M
|
— |
EDGAR ↗
|
| 2/13/2026 |
Fort Point Capital Partners LLC
|
Dec 2025 |
$891M
|
228 |
EDGAR ↗
|
| 2/13/2026 |
Baldwin Investment Management, LLC
|
Dec 2025 |
$886M
|
207 |
EDGAR ↗
|
| 2/13/2026 |
Atlas Venture Life Science Advisors, LLC
|
Dec 2025 |
$865M
|
— |
EDGAR ↗
|