| 4/29/2026 |
First Interstate Bank
|
Mar 2026 |
$1.8B
|
296 |
EDGAR ↗
|
| 4/29/2026 |
Sather Financial Group Inc
|
Mar 2026 |
$1.6B
|
139 |
EDGAR ↗
|
| 4/29/2026 |
True Link Financial Advisors, LLC
|
Mar 2026 |
$1.6B
|
418 |
EDGAR ↗
|
| 4/29/2026 |
Cahaba Wealth Management, Inc.
|
Mar 2026 |
$1.5B
|
154 |
EDGAR ↗
|
| 4/29/2026 |
Rockwood Wealth Management, LLC
|
Mar 2026 |
$1.4B
|
118 |
EDGAR ↗
|
| 4/29/2026 |
Credit Industriel Et Commercial
|
Mar 2026 |
$1.3B
|
349 |
EDGAR ↗
|
| 4/29/2026 |
Penobscot Investment Management Company, Inc.
|
Mar 2026 |
$1.3B
|
311 |
EDGAR ↗
|
| 4/29/2026 |
United Asset Strategies, Inc.
|
Mar 2026 |
$1.3B
|
257 |
EDGAR ↗
|
| 4/29/2026 |
Jackson Thornton Wealth Management, Llc
|
Mar 2026 |
$1.1B
|
555 |
EDGAR ↗
|
| 4/29/2026 |
Bfsg, Llc
|
Mar 2026 |
$1.1B
|
751 |
EDGAR ↗
|
| 4/29/2026 |
Global Strategic Investment Solutions, LLC
|
Mar 2026 |
$1.0B
|
145 |
EDGAR ↗
|
| 4/29/2026 |
UNICOM Systems, Inc.
|
Mar 2026 |
$976M
|
32 |
EDGAR ↗
|
| 4/29/2026 |
Hartline Investment Corp/
|
Mar 2026 |
$909M
|
112 |
EDGAR ↗
|
| 4/29/2026 |
Greenwood Capital Associates Llc
|
Mar 2026 |
$908M
|
286 |
EDGAR ↗
|
| 4/29/2026 |
Strid Group, LLC
|
Mar 2026 |
$807M
|
85 |
EDGAR ↗
|
| 4/29/2026 |
Horst & Graben Wealth Management LLC
|
Mar 2026 |
$729M
|
195 |
EDGAR ↗
|
| 4/29/2026 |
Compass Financial Group, INC/SD
|
Mar 2026 |
$715M
|
105 |
EDGAR ↗
|
| 4/29/2026 |
Perryman Financial Advisory Inc /Ad
|
Mar 2026 |
$667M
|
175 |
EDGAR ↗
|
| 4/29/2026 |
Hughes Financial Services, LLC
|
Mar 2026 |
$651M
|
1,720 |
EDGAR ↗
|
| 4/29/2026 |
SilverOak Wealth Management LLC
|
Mar 2026 |
$632M
|
121 |
EDGAR ↗
|