| 1/23/2026 |
Integrated Wealthcare, Llc
|
Dec 2025 |
$119M
|
28 |
EDGAR ↗
|
| 1/23/2026 |
Hudson Oak Wealth Advisory LLC
|
Dec 2025 |
$113M
|
55 |
EDGAR ↗
|
| 1/23/2026 |
Dara Capital Us, Inc.
|
Dec 2025 |
$113M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Aldebaran Financial Inc.
|
Dec 2025 |
$108M
|
77 |
EDGAR ↗
|
| 1/23/2026 |
Putney Financial Group LLC
|
Dec 2025 |
$107M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Luma Capital S.A. - SPF
|
Dec 2025 |
$107M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Gritstone Asset Management Llc
|
Dec 2025 |
$105M
|
148 |
EDGAR ↗
|
| 1/23/2026 |
Northland Securities, Inc.
|
Dec 2025 |
$104M
|
— |
EDGAR ↗
|
| 1/23/2026 |
Calder Financial LLC
|
Dec 2025 |
$102M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Cresset Asset Management, LLC
|
Sep 2025 |
$23.0B
|
1,571 |
EDGAR ↗
|
| 1/22/2026 |
Cresset Asset Management, LLC
|
Jun 2025 |
$20.1B
|
1,429 |
EDGAR ↗
|
| 1/22/2026 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
Dec 2025 |
$9.3B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Douglas Lane & Associates, LLC
|
Dec 2025 |
$7.3B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Ofi Invest Asset Management
|
Dec 2025 |
$7.0B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Cliftonlarsonallen Wealth Advisors, Llc
|
Dec 2025 |
$6.6B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Nippon Life Insurance Co
|
Dec 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Apollon Wealth Management, LLC
|
Dec 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Cardinal Capital Management, Inc.
|
Dec 2025 |
$4.5B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Quotient Wealth Partners, LLC
|
Dec 2025 |
$3.8B
|
— |
EDGAR ↗
|
| 1/22/2026 |
Willis Investment Counsel
|
Dec 2025 |
$1.9B
|
— |
EDGAR ↗
|
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