| 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 ↗
|
| 1/14/2026 |
Usa Financial Formulas
|
Dec 2025 |
$550M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Advisors Management Group Inc /Adv
|
Dec 2025 |
$550M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Global View Capital Management LLC
|
Dec 2025 |
$537M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Conrad Siegel Investment Advisors, Inc.
|
Dec 2025 |
$527M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Chemung Canal Trust Co
|
Dec 2025 |
$505M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Praetorian Wealth Management, Inc.
|
Dec 2025 |
$504M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Verum Partners LLC
|
Dec 2025 |
$496M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Crumly & Associates Inc.
|
Dec 2025 |
$477M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Lantz Financial LLC
|
Dec 2025 |
$474M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Hourglass Capital, Llc
|
Dec 2025 |
$464M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Kraft, Davis & Associates, LLC
|
Dec 2025 |
$446M
|
— |
EDGAR ↗
|
| 1/14/2026 |
Shulman DeMeo Asset Management LLC
|
Dec 2025 |
$441M
|
— |
EDGAR ↗
|
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