| 1/13/2026 |
Alta Partners Management Company, L.P.
|
Dec 2025 |
$104M
|
2 |
EDGAR ↗
|
| 1/13/2026 |
John W. Brooker & Co., CPAs
|
Dec 2025 |
$56M
|
57 |
EDGAR ↗
|
| 1/13/2026 |
Hartz Capital, Inc.
|
Dec 2025 |
—
|
1 |
EDGAR ↗
|
| 1/12/2026 |
E. Ohman J:or Asset Management AB
|
Dec 2025 |
$4.3B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Salem Investment Counselors Inc
|
Dec 2025 |
$3.5B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Foster Group, Inc.
|
Dec 2025 |
$3.3B
|
300 |
EDGAR ↗
|
| 1/12/2026 |
Daymark Wealth Partners, Llc
|
Dec 2025 |
$3.1B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Focus Financial Network, Inc.
|
Dec 2025 |
$2.9B
|
— |
EDGAR ↗
|
| 1/12/2026 |
First Merchants Corp
|
Dec 2025 |
$2.7B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Sax Wealth Advisors, Llc
|
Dec 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Traynor Capital Management, Inc.
|
Dec 2025 |
$1.9B
|
366 |
EDGAR ↗
|
| 1/12/2026 |
Amplius Wealth Advisors, LLC
|
Dec 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 1/12/2026 |
ARS Wealth Advisors Group, LLC
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Certified Advisory Corp
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Heartwood Wealth Advisors LLC
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Lvm Capital Management Ltd/Mi
|
Dec 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Moody National Bank Trust Division
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 1/12/2026 |
Bath Savings Trust Co
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 1/12/2026 |
SeaCrest Wealth Management, LLC
|
Dec 2025 |
$988M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Curated Wealth Partners LLC
|
Dec 2025 |
$925M
|
— |
EDGAR ↗
|
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