| 4/10/2026 |
Pure Financial Advisors, LLC
|
Mar 2026 |
$7.0B
|
572 |
EDGAR ↗
|
| 4/10/2026 |
PBU - The Pension Fund of Early Childhood & Youth Educators
|
Dec 2025 |
$6.9B
|
209 |
EDGAR ↗
|
| 4/10/2026 |
PBU - The Pension Fund of Early Childhood & Youth Educators
|
Mar 2026 |
$6.6B
|
191 |
EDGAR ↗
|
| 4/10/2026 |
Perigon Wealth Management, LLC
|
Mar 2026 |
$5.5B
|
1,294 |
EDGAR ↗
|
| 4/10/2026 |
Auto-Owners Insurance Co
|
Mar 2026 |
$4.8B
|
188 |
EDGAR ↗
|
| 4/10/2026 |
Performance Wealth Partners, LLC
|
Mar 2026 |
$3.4B
|
212 |
EDGAR ↗
|
| 4/10/2026 |
Waldron Private Wealth LLC
|
Mar 2026 |
$2.6B
|
342 |
EDGAR ↗
|
| 4/10/2026 |
Franklin Street Advisors Inc /Nc
|
Mar 2026 |
$1.6B
|
172 |
EDGAR ↗
|
| 4/10/2026 |
Charles Schwab Trust Co
|
Mar 2026 |
$1.5B
|
165 |
EDGAR ↗
|
| 4/10/2026 |
Armstrong Advisory Group, Inc
|
Mar 2026 |
$1.5B
|
959 |
EDGAR ↗
|
| 4/10/2026 |
Magnus Financial Group LLC
|
Mar 2026 |
$1.2B
|
373 |
EDGAR ↗
|
| 4/10/2026 |
Northside Capital Management, LLC
|
Mar 2026 |
$1.1B
|
193 |
EDGAR ↗
|
| 4/10/2026 |
Octavia Wealth Advisors, LLC
|
Mar 2026 |
$1.0B
|
238 |
EDGAR ↗
|
| 4/10/2026 |
Viking Fund Management Llc
|
Mar 2026 |
$976M
|
142 |
EDGAR ↗
|
| 4/10/2026 |
Insight Wealth Strategies, LLC
|
Mar 2026 |
$896M
|
177 |
EDGAR ↗
|
| 4/10/2026 |
Stillwater Capital Advisors, LLC
|
Mar 2026 |
$876M
|
68 |
EDGAR ↗
|
| 4/10/2026 |
TCP Asset Management, LLC
|
Mar 2026 |
$778M
|
133 |
EDGAR ↗
|
| 4/10/2026 |
Bdf-Gestion
|
Mar 2026 |
$749M
|
144 |
EDGAR ↗
|
| 4/10/2026 |
Harbor Group, Inc.
|
Mar 2026 |
$692M
|
116 |
EDGAR ↗
|
| 4/10/2026 |
Affinity Wealth Management Llc
|
Mar 2026 |
$661M
|
103 |
EDGAR ↗
|
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