| 5/11/2026 |
Haverford Financial Services, Inc.
|
Mar 2026 |
$336M
|
46 |
EDGAR ↗
|
| 5/11/2026 |
Montanaro Asset Management Ltd
|
Mar 2026 |
$334M
|
42 |
EDGAR ↗
|
| 5/11/2026 |
Payne Capital Management, LLC
|
Mar 2026 |
$331M
|
79 |
EDGAR ↗
|
| 5/11/2026 |
Gr Financial Group, Llc
|
Mar 2026 |
$301M
|
22 |
EDGAR ↗
|
| 5/11/2026 |
PCA Investment Advisory Services Inc.
|
Mar 2026 |
$300M
|
57 |
EDGAR ↗
|
| 5/11/2026 |
Skaana Management L.P.
|
Mar 2026 |
$296M
|
158 |
EDGAR ↗
|
| 5/11/2026 |
TAGStone Capital, Inc.
|
Mar 2026 |
$283M
|
137 |
EDGAR ↗
|
| 5/11/2026 |
Financial Symmetry Inc
|
Mar 2026 |
$281M
|
63 |
EDGAR ↗
|
| 5/11/2026 |
Empower Annuity Insurance Co
|
Mar 2026 |
$268M
|
1 |
EDGAR ↗
|
| 5/11/2026 |
Kondo Wealth Advisors, Inc.
|
Mar 2026 |
$266M
|
69 |
EDGAR ↗
|
| 5/11/2026 |
2Xideas AG
|
Mar 2026 |
$255M
|
47 |
EDGAR ↗
|
| 5/11/2026 |
Westwood Wealth Management
|
Mar 2026 |
$255M
|
42 |
EDGAR ↗
|
| 5/11/2026 |
denkapparat Operations GmbH
|
Mar 2026 |
$242M
|
333 |
EDGAR ↗
|
| 5/11/2026 |
Employees' Retirement Fund of the City of Fort Worth
|
Mar 2026 |
$230M
|
21 |
EDGAR ↗
|
| 5/11/2026 |
Wealth Management Strategies, Inc.
|
Mar 2026 |
$221M
|
40 |
EDGAR ↗
|
| 5/11/2026 |
William Marsh Rice University
|
Mar 2026 |
$221M
|
2 |
EDGAR ↗
|
| 5/11/2026 |
Accent Capital Management, LLC
|
Mar 2026 |
$206M
|
338 |
EDGAR ↗
|
| 5/11/2026 |
Fairfield University
|
Mar 2026 |
$200M
|
4 |
EDGAR ↗
|
| 5/11/2026 |
International City Management Association Retirement Corp
|
Mar 2026 |
$195M
|
6 |
EDGAR ↗
|
| 5/11/2026 |
Exit Wealth Advisors, LLC.
|
Mar 2026 |
$195M
|
131 |
EDGAR ↗
|