| 5/4/2026 |
Conservest Capital Advisors, Inc.
|
Mar 2026 |
$1.1B
|
127 |
EDGAR ↗
|
| 5/4/2026 |
Cornerstone Advisory, LLC
|
Mar 2026 |
$1.1B
|
262 |
EDGAR ↗
|
| 5/4/2026 |
Gleason Group, Inc.
|
Mar 2026 |
$1.0B
|
229 |
EDGAR ↗
|
| 5/4/2026 |
Rodgers & Associates, LTD
|
Mar 2026 |
$982M
|
101 |
EDGAR ↗
|
| 5/4/2026 |
Center for Financial Planning, Inc.
|
Mar 2026 |
$958M
|
663 |
EDGAR ↗
|
| 5/4/2026 |
Consolidated Investment Group LLC
|
Mar 2026 |
$922M
|
77 |
EDGAR ↗
|
| 5/4/2026 |
Souders Financial Advisors
|
Mar 2026 |
$876M
|
216 |
EDGAR ↗
|
| 5/4/2026 |
Mattern Capital Management, Llc
|
Mar 2026 |
$835M
|
170 |
EDGAR ↗
|
| 5/4/2026 |
LaFleur & Godfrey LLC
|
Mar 2026 |
$803M
|
141 |
EDGAR ↗
|
| 5/4/2026 |
King Wealth Management Group
|
Mar 2026 |
$800M
|
158 |
EDGAR ↗
|
| 5/4/2026 |
Lifeworks Advisors, LLC
|
Mar 2026 |
$779M
|
297 |
EDGAR ↗
|
| 5/4/2026 |
Parr Mcknight Wealth Management Group, Llc
|
Mar 2026 |
$763M
|
214 |
EDGAR ↗
|
| 5/4/2026 |
Abc Arbitrage Sa
|
Mar 2026 |
$753M
|
364 |
EDGAR ↗
|
| 5/4/2026 |
Fagan Associates, Inc.
|
Mar 2026 |
$719M
|
135 |
EDGAR ↗
|
| 5/4/2026 |
Jlb & Associates Inc
|
Mar 2026 |
$696M
|
70 |
EDGAR ↗
|
| 5/4/2026 |
Diversify Advisory Services, LLC
|
Mar 2026 |
$655M
|
210 |
EDGAR ↗
|
| 5/4/2026 |
Westside Investment Management, Inc.
|
Mar 2026 |
$653M
|
1,945 |
EDGAR ↗
|
| 5/4/2026 |
Bank Hapoalim Bm
|
Mar 2026 |
$652M
|
117 |
EDGAR ↗
|
| 5/4/2026 |
Schnieders Capital Management, Llc.
|
Mar 2026 |
$629M
|
206 |
EDGAR ↗
|
| 5/4/2026 |
Verbena Value LP
|
Mar 2026 |
$611M
|
26 |
EDGAR ↗
|