| 1/15/2026 |
Meyer Handelman Co
|
Dec 2025 |
$3M
|
267 |
EDGAR ↗
|
| 1/15/2026 |
Gleason Group, Inc.
|
Dec 2025 |
$1M
|
225 |
EDGAR ↗
|
| 1/14/2026 |
Eastern Bank
|
Dec 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Wealthcare Advisory Partners LLC
|
Dec 2025 |
$5.1B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Spire Wealth Management
|
Dec 2025 |
$3.0B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Chesley Taft & Associates LLC
|
Dec 2025 |
$2.5B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Waldron Private Wealth LLC
|
Dec 2025 |
$2.5B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Bell Bank
|
Dec 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Acropolis Investment Management, LLC
|
Dec 2025 |
$2.2B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Generate Investment Management Ltd
|
Dec 2025 |
$2.2B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Goelzer Investment Management, Inc.
|
Dec 2025 |
$2.2B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Kmg Fiduciary Partners, Llc
|
Dec 2025 |
$1.4B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Petredis Investment Advisors Llc
|
Dec 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 1/14/2026 |
Woodstock Corp
|
Dec 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 1/14/2026 |
UNICOM Systems, Inc.
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 1/14/2026 |
LVW Advisors, LLC
|
Dec 2025 |
$987M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Stillwater Capital Advisors, LLC
|
Dec 2025 |
$930M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Moisand Fitzgerald Tamayo, LLC
|
Dec 2025 |
$886M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Johnson Bixby & Associates, LLC
|
Dec 2025 |
$807M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Pathway Financial Advisors LLC
|
Dec 2025 |
$796M
|
— |
EDGAR ↗
|
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