| 1/9/2026 |
Capital CS Group, LLC
|
Dec 2025 |
$65M
|
73 |
EDGAR ↗
|
| 1/9/2026 |
Carolinas Wealth Consulting Llc
|
Dec 2025 |
$1
|
1 |
EDGAR ↗
|
| 1/8/2026 |
Nordea Investment Management Ab
|
Dec 2025 |
$116.4B
|
1,984 |
EDGAR ↗
|
| 1/8/2026 |
Wealth Enhancement Advisory Services, Llc
|
Dec 2025 |
$73.7B
|
3,925 |
EDGAR ↗
|
| 1/8/2026 |
Sarasin & Partners LLP
|
Dec 2025 |
$9.6B
|
77 |
EDGAR ↗
|
| 1/8/2026 |
Gradient Investments LLC
|
Dec 2025 |
$6.3B
|
343 |
EDGAR ↗
|
| 1/8/2026 |
NorthCrest Asset Manangement, LLC
|
Dec 2025 |
$4.5B
|
821 |
EDGAR ↗
|
| 1/8/2026 |
Fulton Bank, N.A.
|
Dec 2025 |
$2.9B
|
1,024 |
EDGAR ↗
|
| 1/8/2026 |
Wedmont Private Capital
|
Dec 2025 |
$2.9B
|
806 |
EDGAR ↗
|
| 1/8/2026 |
Legacy Private Trust Co.
|
Dec 2025 |
$1.7B
|
344 |
EDGAR ↗
|
| 1/8/2026 |
Stephens Group Asset Management, Llc
|
Dec 2025 |
$1.5B
|
26 |
EDGAR ↗
|
| 1/8/2026 |
Sound View Wealth Advisors Group, LLC
|
Dec 2025 |
$1.5B
|
416 |
EDGAR ↗
|
| 1/8/2026 |
Armstrong Advisory Group, Inc
|
Dec 2025 |
$1.5B
|
954 |
EDGAR ↗
|
| 1/8/2026 |
Value Partners Investments Inc.
|
Dec 2025 |
$1.3B
|
100 |
EDGAR ↗
|
| 1/8/2026 |
Tompkins Financial Corp
|
Dec 2025 |
$1.3B
|
827 |
EDGAR ↗
|
| 1/8/2026 |
GuoLine Advisory Pte Ltd
|
Dec 2025 |
$1.1B
|
23 |
EDGAR ↗
|
| 1/8/2026 |
Cooper Financial Group
|
Dec 2025 |
$940M
|
380 |
EDGAR ↗
|
| 1/8/2026 |
Gryphon Financial Partners LLC
|
Dec 2025 |
$935M
|
350 |
EDGAR ↗
|
| 1/8/2026 |
Signet Financial Management, Llc
|
Dec 2025 |
$895M
|
287 |
EDGAR ↗
|
| 1/8/2026 |
Grove Bank & Trust
|
Dec 2025 |
$889M
|
975 |
EDGAR ↗
|
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