| 4/10/2026 |
Cooke Wealth Management, LLC
|
Mar 2026 |
$113M
|
37 |
EDGAR ↗
|
| 4/10/2026 |
Luma Capital S.A. - SPF
|
Mar 2026 |
$104M
|
12 |
EDGAR ↗
|
| 4/10/2026 |
Putney Financial Group LLC
|
Mar 2026 |
$99M
|
84 |
EDGAR ↗
|
| 4/10/2026 |
Boyer Financial Services, Inc.
|
Mar 2026 |
$94M
|
44 |
EDGAR ↗
|
| 4/10/2026 |
Shelter Rock Management, LLC
|
Mar 2026 |
$94M
|
35 |
EDGAR ↗
|
| 4/10/2026 |
Titiun Yejiel
|
Dec 2025 |
$83M
|
58 |
EDGAR ↗
|
| 4/10/2026 |
Smh Capital Advisors Inc
|
Mar 2026 |
$33M
|
38 |
EDGAR ↗
|
| 4/10/2026 |
Bass Sid R
|
Dec 2025 |
$2M
|
1 |
EDGAR ↗
|
| 4/10/2026 |
Hartz Capital, Inc.
|
Mar 2026 |
—
|
1 |
EDGAR ↗
|
| 4/9/2026 |
Cliftonlarsonallen Wealth Advisors, Llc
|
Mar 2026 |
$6.8B
|
223 |
EDGAR ↗
|
| 4/9/2026 |
Avior Wealth Management, LLC
|
Mar 2026 |
$3.5B
|
825 |
EDGAR ↗
|
| 4/9/2026 |
Zevenbergen Capital Investments Llc
|
Mar 2026 |
$3.5B
|
182 |
EDGAR ↗
|
| 4/9/2026 |
Wedmont Private Capital
|
Mar 2026 |
$3.1B
|
838 |
EDGAR ↗
|
| 4/9/2026 |
Acropolis Investment Management, LLC
|
Mar 2026 |
$2.3B
|
384 |
EDGAR ↗
|
| 4/9/2026 |
TruWealth Advisors, LLC
|
Mar 2026 |
$2.1B
|
182 |
EDGAR ↗
|
| 4/9/2026 |
Goelzer Investment Management, Inc.
|
Mar 2026 |
$2.1B
|
297 |
EDGAR ↗
|
| 4/9/2026 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
Mar 2026 |
$1.8B
|
403 |
EDGAR ↗
|
| 4/9/2026 |
P/E Global LLC
|
Mar 2026 |
$1.3B
|
7 |
EDGAR ↗
|
| 4/9/2026 |
Tompkins Financial Corp
|
Mar 2026 |
$1.3B
|
746 |
EDGAR ↗
|
| 4/9/2026 |
Kwmg, Llc
|
Mar 2026 |
$1.2B
|
147 |
EDGAR ↗
|
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