| 1/16/2026 |
Integrated Financial Solutions, Inc.
|
Jun 2025 |
$118M
|
24 |
EDGAR ↗
|
| 1/16/2026 |
Wall Street Financial Group, Inc.
|
Jun 2025 |
$111M
|
80 |
EDGAR ↗
|
| 1/16/2026 |
Verus Wealth Management, Llc
|
Dec 2025 |
$107M
|
53 |
EDGAR ↗
|
| 1/16/2026 |
Triad Investment Management
|
Dec 2025 |
$99M
|
36 |
EDGAR ↗
|
| 1/16/2026 |
Oregon Pacific Wealth Management, LLC
|
Dec 2025 |
$97M
|
135 |
EDGAR ↗
|
| 1/16/2026 |
Surience Private Wealth Llc
|
Dec 2025 |
$93M
|
33 |
EDGAR ↗
|
| 1/16/2026 |
Pictet Bank & Trust Ltd
|
Dec 2025 |
$83M
|
— |
EDGAR ↗
|
| 1/16/2026 |
Blossom Wealth Management
|
Dec 2025 |
$61M
|
73 |
EDGAR ↗
|
| 1/16/2026 |
Bestgate Wealth Advisors, LLC
|
Dec 2025 |
$57M
|
53 |
EDGAR ↗
|
| 1/16/2026 |
Longboard Asset Management, LP
|
Dec 2025 |
$16M
|
71 |
EDGAR ↗
|
| 1/16/2026 |
SigFig Wealth Management, LLC
|
Dec 2025 |
$3M
|
137 |
EDGAR ↗
|
| 1/16/2026 |
Crowley Wealth Management, Inc.
|
Dec 2025 |
$1
|
— |
EDGAR ↗
|
| 1/15/2026 |
Allspring Global Investments Holdings, LLC
|
Dec 2025 |
$61.7B
|
3,364 |
EDGAR ↗
|
| 1/15/2026 |
Retirement Systems of Alabama
|
Dec 2025 |
$30.8B
|
943 |
EDGAR ↗
|
| 1/15/2026 |
PineStone Asset Management Inc.
|
Dec 2025 |
$16.1B
|
43 |
EDGAR ↗
|
| 1/15/2026 |
WealthNavi Inc.
|
Dec 2025 |
$11.3B
|
10 |
EDGAR ↗
|
| 1/15/2026 |
Brookstone Capital Management
|
Dec 2025 |
$8.7B
|
— |
EDGAR ↗
|
| 1/15/2026 |
Capital Advisors Inc/Ok
|
Dec 2025 |
$6.2B
|
350 |
EDGAR ↗
|
| 1/15/2026 |
J. Safra Sarasin Holding AG
|
Dec 2025 |
$6.1B
|
1,259 |
EDGAR ↗
|
| 1/15/2026 |
Zevenbergen Capital Investments Llc
|
Dec 2025 |
$4.5B
|
179 |
EDGAR ↗
|