| 1/29/2026 |
Quent Capital, LLC
|
Dec 2025 |
$1.4B
|
1,569 |
EDGAR ↗
|
| 1/29/2026 |
Rockwood Wealth Management, LLC
|
Dec 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 1/29/2026 |
Nbc Securities, Inc.
|
Dec 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 1/29/2026 |
China Universal Asset Management Co., Ltd.
|
Dec 2025 |
$1.3B
|
497 |
EDGAR ↗
|
| 1/29/2026 |
RMR Wealth Builders
|
Dec 2025 |
$1.2B
|
275 |
EDGAR ↗
|
| 1/29/2026 |
Polaris Capital Management, LLC
|
Dec 2025 |
$1.2B
|
89 |
EDGAR ↗
|
| 1/29/2026 |
Tanglewood Wealth Management, Inc.
|
Dec 2025 |
$1.1B
|
35 |
EDGAR ↗
|
| 1/29/2026 |
Compass Ion Advisors, LLC
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 1/29/2026 |
Global Strategic Investment Solutions, LLC
|
Dec 2025 |
$1.0B
|
150 |
EDGAR ↗
|
| 1/29/2026 |
Sentinel Trust Co Lba
|
Dec 2025 |
$1.0B
|
133 |
EDGAR ↗
|
| 1/29/2026 |
Inscription Capital, LLC
|
Dec 2025 |
$974M
|
682 |
EDGAR ↗
|
| 1/29/2026 |
Focused Wealth Management, Inc
|
Dec 2025 |
$957M
|
213 |
EDGAR ↗
|
| 1/29/2026 |
Middleton & Co Inc/Ma
|
Dec 2025 |
$942M
|
163 |
EDGAR ↗
|
| 1/29/2026 |
James Investment Research, Inc.
|
Dec 2025 |
$916M
|
361 |
EDGAR ↗
|
| 1/29/2026 |
Stockman Wealth Management, Inc.
|
Dec 2025 |
$859M
|
178 |
EDGAR ↗
|
| 1/29/2026 |
Mattern Capital Management, Llc
|
Dec 2025 |
$847M
|
— |
EDGAR ↗
|
| 1/29/2026 |
RMG Wealth Management LLC
|
Dec 2025 |
$772M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Sava Infond d.o.o.
|
Dec 2025 |
$741M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Dec 2025 |
$722M
|
— |
EDGAR ↗
|
| 1/29/2026 |
J.P. Marvel Investment Advisors, LLC
|
Dec 2025 |
$720M
|
60 |
EDGAR ↗
|
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