| 1/29/2026 |
Montrusco Bolton Investments Inc.
|
Dec 2025 |
$8.0B
|
73 |
EDGAR ↗
|
| 1/29/2026 |
Facet Wealth, Inc.
|
Dec 2025 |
$5.7B
|
299 |
EDGAR ↗
|
| 1/29/2026 |
Munich Reinsurance Co Stock Corp in Munich
|
Dec 2025 |
$4.1B
|
200 |
EDGAR ↗
|
| 1/29/2026 |
Ashton Thomas Private Wealth, LLC
|
Dec 2025 |
$4.1B
|
— |
EDGAR ↗
|
| 1/29/2026 |
Calamos Wealth Management LLC
|
Dec 2025 |
$2.9B
|
470 |
EDGAR ↗
|
| 1/29/2026 |
Mackay Shields Llc
|
Dec 2025 |
$2.9B
|
340 |
EDGAR ↗
|
| 1/29/2026 |
Cornerstone Investment Partners, LLC
|
Dec 2025 |
$2.6B
|
219 |
EDGAR ↗
|
| 1/29/2026 |
St Germain D J Co Inc
|
Dec 2025 |
$2.6B
|
925 |
EDGAR ↗
|
| 1/29/2026 |
Coronation Fund Managers Ltd.
|
Dec 2025 |
$2.2B
|
84 |
EDGAR ↗
|
| 1/29/2026 |
Obermeyer Wealth Partners
|
Dec 2025 |
$2.2B
|
289 |
EDGAR ↗
|
| 1/29/2026 |
Index Fund Advisors, Inc.
|
Dec 2025 |
$2.1B
|
146 |
EDGAR ↗
|
| 1/29/2026 |
First Interstate Bank
|
Dec 2025 |
$1.9B
|
315 |
EDGAR ↗
|
| 1/29/2026 |
Resonant Capital Advisors, LLC
|
Dec 2025 |
$1.8B
|
440 |
EDGAR ↗
|
| 1/29/2026 |
Courier Capital Llc
|
Dec 2025 |
$1.8B
|
384 |
EDGAR ↗
|
| 1/29/2026 |
Segment Wealth Management, LLC
|
Dec 2025 |
$1.7B
|
317 |
EDGAR ↗
|
| 1/29/2026 |
Verdence Capital Advisors LLC
|
Dec 2025 |
$1.7B
|
656 |
EDGAR ↗
|
| 1/29/2026 |
True Link Financial Advisors, LLC
|
Dec 2025 |
$1.6B
|
— |
EDGAR ↗
|
| 1/29/2026 |
Nichols & Pratt Advisers Llp /Ma
|
Dec 2025 |
$1.6B
|
192 |
EDGAR ↗
|
| 1/29/2026 |
ProVise Management Group, LLC
|
Dec 2025 |
$1.4B
|
257 |
EDGAR ↗
|
| 1/29/2026 |
Lee Danner & Bass Inc
|
Dec 2025 |
$1.4B
|
— |
EDGAR ↗
|
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