| 4/2/2026 |
LBJ Family Wealth Advisors, Ltd.
|
Mar 2026 |
$171M
|
28 |
EDGAR ↗
|
| 4/2/2026 |
McAlister, Sweet & Associates, Inc.
|
Mar 2026 |
$161M
|
32 |
EDGAR ↗
|
| 4/2/2026 |
Cassady Wealth & Retirement Planning, LLC
|
Dec 2025 |
$153M
|
97 |
EDGAR ↗
|
| 4/2/2026 |
Horizons Wealth Management
|
Mar 2026 |
$152M
|
173 |
EDGAR ↗
|
| 4/2/2026 |
Seven Fleet Capital Management LP
|
Dec 2025 |
$148M
|
87 |
EDGAR ↗
|
| 4/2/2026 |
MJT & Associates Financial Advisory Group, Inc.
|
Mar 2026 |
$136M
|
442 |
EDGAR ↗
|
| 4/2/2026 |
Ares Financial Consulting, LLC
|
Mar 2026 |
$127M
|
1,066 |
EDGAR ↗
|
| 4/2/2026 |
NorthAvenue LLC
|
Dec 2025 |
$121M
|
375 |
EDGAR ↗
|
| 4/2/2026 |
Ahara Advisors LLC
|
Dec 2025 |
$110M
|
50 |
EDGAR ↗
|
| 4/2/2026 |
Fulcrum Equity Management
|
Mar 2026 |
$103M
|
128 |
EDGAR ↗
|
| 4/2/2026 |
Lvm Capital Management Ltd/Mi
|
Mar 2026 |
—
|
— |
EDGAR ↗
|
| 4/1/2026 |
Confluence Investment Management Llc
|
Mar 2026 |
$6.4B
|
414 |
EDGAR ↗
|
| 4/1/2026 |
Neville Rodie & Shaw Inc
|
Mar 2026 |
$1.4B
|
336 |
EDGAR ↗
|
| 4/1/2026 |
Bangor Savings Bank
|
Mar 2026 |
$1.3B
|
711 |
EDGAR ↗
|
| 4/1/2026 |
First Financial Bank - Trust Division
|
Mar 2026 |
$1.2B
|
392 |
EDGAR ↗
|
| 4/1/2026 |
Beacon Financial Group
|
Dec 2025 |
$1.0B
|
348 |
EDGAR ↗
|
| 4/1/2026 |
Aspen Wealth Management LLC
|
Mar 2026 |
$501M
|
124 |
EDGAR ↗
|
| 4/1/2026 |
Rowlandmiller & Partners.Adv
|
Mar 2026 |
$493M
|
189 |
EDGAR ↗
|
| 4/1/2026 |
Financial Insights, Inc.
|
Dec 2025 |
$298M
|
128 |
EDGAR ↗
|
| 4/1/2026 |
Vigilare Wealth Management
|
Mar 2026 |
$296M
|
109 |
EDGAR ↗
|
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