| 1/29/2026 |
BKM Wealth Management, LLC
|
Dec 2025 |
$274M
|
— |
EDGAR ↗
|
| 1/29/2026 |
State of New Jersey Common Pension Fund A
|
Dec 2025 |
$270M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Wheelhouse Advisory Group LLC
|
Dec 2025 |
$263M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Cornerstone National Bank & Trust Co
|
Dec 2025 |
$251M
|
— |
EDGAR ↗
|
| 1/29/2026 |
TKG Advisors, LLC
|
Dec 2025 |
$248M
|
91 |
EDGAR ↗
|
| 1/29/2026 |
Prospect Hill Management, LLC
|
Dec 2025 |
$247M
|
13 |
EDGAR ↗
|
| 1/29/2026 |
Cherokee Insurance Co
|
Dec 2025 |
$247M
|
121 |
EDGAR ↗
|
| 1/29/2026 |
Tumwater Wealth Management, LLC
|
Dec 2025 |
$245M
|
35 |
EDGAR ↗
|
| 1/29/2026 |
Avalon Advisory Group
|
Dec 2025 |
$245M
|
13 |
EDGAR ↗
|
| 1/29/2026 |
Porter White Investment Advisors, Inc.
|
Dec 2025 |
$244M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Verisail Partners, LLC
|
Dec 2025 |
$243M
|
23 |
EDGAR ↗
|
| 1/29/2026 |
St. Johns Investment Management Company, LLC
|
Dec 2025 |
$240M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Mendel Money Management
|
Dec 2025 |
$239M
|
147 |
EDGAR ↗
|
| 1/29/2026 |
Spider Management Company, LLC
|
Dec 2025 |
$225M
|
3 |
EDGAR ↗
|
| 1/29/2026 |
Matisse Capital
|
Dec 2025 |
$224M
|
195 |
EDGAR ↗
|
| 1/29/2026 |
Advantage Trust Co
|
Dec 2025 |
$222M
|
161 |
EDGAR ↗
|
| 1/29/2026 |
Higgins & Schmidt Wealth Strategies LLC
|
Dec 2025 |
$211M
|
59 |
EDGAR ↗
|
| 1/29/2026 |
Viewpoint Investment Partners Corp
|
Dec 2025 |
$210M
|
71 |
EDGAR ↗
|
| 1/29/2026 |
Midwest Capital Advisors, LLC
|
Dec 2025 |
$209M
|
— |
EDGAR ↗
|
| 1/29/2026 |
Eads & Heald Wealth Management
|
Dec 2025 |
$207M
|
— |
EDGAR ↗
|
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