| 1/12/2026 |
RoundAngle Advisors LLC
|
Dec 2025 |
$137M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Lauer Wealth, LLC
|
Dec 2025 |
$135M
|
— |
EDGAR ↗
|
| 1/12/2026 |
DKM Wealth Management, Inc.
|
Dec 2025 |
$134M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Fjell Capital, LLC
|
Dec 2025 |
$130M
|
66 |
EDGAR ↗
|
| 1/12/2026 |
Freestate Advisors LLC
|
Dec 2025 |
$123M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Mkd Wealth Coaches, Llc
|
Dec 2025 |
$100M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Thayer Financial, L.L.C.
|
Dec 2025 |
$95M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Holland Advisory Services, Inc.
|
Dec 2025 |
$74M
|
— |
EDGAR ↗
|
| 1/12/2026 |
Connective Portfolio Management, LLC
|
Dec 2025 |
$55M
|
— |
EDGAR ↗
|
| 1/9/2026 |
SG Americas Securities, LLC
|
Dec 2025 |
$78.3B
|
3,598 |
EDGAR ↗
|
| 1/9/2026 |
Assenagon Asset Management S.A.
|
Dec 2025 |
$72.6B
|
1,143 |
EDGAR ↗
|
| 1/9/2026 |
Congress Asset Management Co
|
Dec 2025 |
$14.2B
|
381 |
EDGAR ↗
|
| 1/9/2026 |
Diversified Trust Co
|
Dec 2025 |
$5.4B
|
1,217 |
EDGAR ↗
|
| 1/9/2026 |
Dynamic Advisor Solutions LLC
|
Dec 2025 |
$3.1B
|
932 |
EDGAR ↗
|
| 1/9/2026 |
Capital Asset Advisory Services LLC
|
Dec 2025 |
$2.5B
|
289 |
EDGAR ↗
|
| 1/9/2026 |
Community Trust & Investment Co
|
Dec 2025 |
$1.9B
|
263 |
EDGAR ↗
|
| 1/9/2026 |
Charles Schwab Trust Co
|
Dec 2025 |
$1.5B
|
171 |
EDGAR ↗
|
| 1/9/2026 |
Appleton Partners Inc/Ma
|
Dec 2025 |
$1.5B
|
263 |
EDGAR ↗
|
| 1/9/2026 |
First Heartland Consultants, Inc.
|
Dec 2025 |
$1.3B
|
533 |
EDGAR ↗
|
| 1/9/2026 |
Seilern Investment Management Ltd
|
Dec 2025 |
$1.3B
|
24 |
EDGAR ↗
|
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