| 1/22/2026 |
Lesa Sroufe & Co
|
Dec 2025 |
$134M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Trium Capital LLP
|
Dec 2025 |
$129M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Campbell Deegan Wealth Management, LLC
|
Dec 2025 |
$124M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Mh & Associates Securities Management Corp /Adv
|
Dec 2025 |
$122M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Kennebec Savings Bank
|
Dec 2025 |
$116M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Robert B. Daugherty Foundation
|
Dec 2025 |
$101M
|
— |
EDGAR ↗
|
| 1/22/2026 |
Garrison Bradford & Associates Inc
|
Dec 2025 |
$92M
|
— |
EDGAR ↗
|
| 1/22/2026 |
LDR Capital Management LLC
|
Dec 2025 |
$72M
|
— |
EDGAR ↗
|
| 1/22/2026 |
FSC Wealth Advisors, LLC
|
Dec 2025 |
$62M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Modera Wealth Management, LLC
|
Dec 2025 |
$8.6B
|
643 |
EDGAR ↗
|
| 1/21/2026 |
Prime Capital Investment Advisors, LLC
|
Dec 2025 |
$8.2B
|
1,044 |
EDGAR ↗
|
| 1/21/2026 |
Quilter Plc
|
Dec 2025 |
$6.0B
|
309 |
EDGAR ↗
|
| 1/21/2026 |
Apella Capital, LLC
|
Dec 2025 |
$5.1B
|
— |
EDGAR ↗
|
| 1/21/2026 |
Perfromance Wealth Partners, LLC
|
Dec 2025 |
$3.7B
|
198 |
EDGAR ↗
|
| 1/21/2026 |
Stock Yards Bank & Trust Co
|
Dec 2025 |
$3.3B
|
— |
EDGAR ↗
|
| 1/21/2026 |
Constellation Investments, Inc.
|
Dec 2025 |
$3.2B
|
— |
EDGAR ↗
|
| 1/21/2026 |
Metropolis Capital Ltd
|
Dec 2025 |
$3.1B
|
15 |
EDGAR ↗
|
| 1/21/2026 |
BIP Wealth, LLC
|
Dec 2025 |
$2.8B
|
456 |
EDGAR ↗
|
| 1/21/2026 |
Sowell Financial Services LLC
|
Dec 2025 |
$2.7B
|
1,106 |
EDGAR ↗
|
| 1/21/2026 |
Flagship Harbor Advisors, Llc
|
Dec 2025 |
$2.1B
|
2,281 |
EDGAR ↗
|
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