| 1/13/2026 |
Gibson Wealth Advisors LLC
|
Dec 2025 |
$146M
|
34 |
EDGAR ↗
|
| 1/13/2026 |
Exchange Bank
|
Dec 2025 |
$145M
|
186 |
EDGAR ↗
|
| 1/13/2026 |
Bank & Trust Co
|
Dec 2025 |
$142M
|
296 |
EDGAR ↗
|
| 1/13/2026 |
PartnerRe Asset Management CORP
|
Dec 2025 |
$139M
|
2 |
EDGAR ↗
|
| 1/13/2026 |
Lionshead Wealth Management, LLC
|
Dec 2025 |
$133M
|
106 |
EDGAR ↗
|
| 1/13/2026 |
Geremia Financial Services, LLC
|
Dec 2025 |
$121M
|
10 |
EDGAR ↗
|
| 1/13/2026 |
New Covenant Trust Company, N.A.
|
Dec 2025 |
$111M
|
90 |
EDGAR ↗
|
| 1/13/2026 |
Ramsey Quantitative Systems
|
Dec 2025 |
$110M
|
13 |
EDGAR ↗
|
| 1/13/2026 |
21 West Wealth Management LLC
|
Dec 2025 |
$109M
|
62 |
EDGAR ↗
|
| 1/13/2026 |
Moulton Wealth Management, Inc
|
Dec 2025 |
$106M
|
40 |
EDGAR ↗
|
| 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 ↗
|
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