| 1/20/2026 |
White & Co Financial Planning Inc
|
Dec 2025 |
$134M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Westwood Wealth Management
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Rainier Family Wealth Inc
|
Dec 2025 |
$133M
|
— |
EDGAR ↗
|
| 1/20/2026 |
LifePlan Financial, LLC
|
Dec 2025 |
$130M
|
— |
EDGAR ↗
|
| 1/20/2026 |
ASL Financial, LLC
|
Dec 2025 |
$127M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Madison Park Capital Advisors, LLC
|
Dec 2025 |
$123M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Boyce & Associates Wealth Consulting, Inc.
|
Dec 2025 |
$119M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Stewardship Concepts Financial Services Llc
|
Dec 2025 |
$119M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Payne Capital LLC
|
Dec 2025 |
$98M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Partners Wealth Management, Llc
|
Dec 2025 |
$96M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Aberdeen Group plc
|
Dec 2025 |
$64.6B
|
1,802 |
EDGAR ↗
|
| 1/16/2026 |
Banque Pictet & Cie Sa
|
Dec 2025 |
$17.1B
|
411 |
EDGAR ↗
|
| 1/16/2026 |
Compagnie Lombard Odier SCmA
|
Dec 2025 |
$9.2B
|
611 |
EDGAR ↗
|
| 1/16/2026 |
Blue Trust, Inc.
|
Dec 2025 |
$8.9B
|
4,385 |
EDGAR ↗
|
| 1/16/2026 |
Louisiana State Employees Retirement System
|
Dec 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 1/16/2026 |
Perigon Wealth Management, LLC
|
Dec 2025 |
$5.6B
|
— |
EDGAR ↗
|
| 1/16/2026 |
Beacon Investment Advisory Services, Inc.
|
Dec 2025 |
$2.5B
|
262 |
EDGAR ↗
|
| 1/16/2026 |
Howard Capital Management Group, LLC
|
Dec 2025 |
$1.6B
|
143 |
EDGAR ↗
|
| 1/16/2026 |
Beaumont Financial Advisors, LLC
|
Dec 2025 |
$1.5B
|
371 |
EDGAR ↗
|
| 1/16/2026 |
YHB Investment Advisors, Inc.
|
Dec 2025 |
$1.4B
|
— |
EDGAR ↗
|
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