| 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 ↗
|
| 1/14/2026 |
Mechanics Bank Trust Department
|
Dec 2025 |
$764M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Mirador Capital Partners LP
|
Dec 2025 |
$730M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Cypress Wealth Services, LLC
|
Dec 2025 |
$723M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Eagle Rock Investment Company, Llc
|
Dec 2025 |
$709M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Chatham Capital Group, Inc.
|
Dec 2025 |
$703M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Northwest Wealth Management, Llc
|
Dec 2025 |
$636M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Matthew Goff Investment Advisor, LLC
|
Dec 2025 |
$564M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Leonard Rickey Investment Advisors P.L.L.C.
|
Dec 2025 |
$553M
|
— |
EDGAR ↗
|
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