| 4/1/2026 |
Burkett Financial Services, Llc
|
Mar 2026 |
$292M
|
251 |
EDGAR ↗
|
| 4/1/2026 |
Beacon Wealthcare LLC
|
Mar 2026 |
$284M
|
26 |
EDGAR ↗
|
| 4/1/2026 |
Signature Wealth Management Group
|
Mar 2026 |
$263M
|
128 |
EDGAR ↗
|
| 4/1/2026 |
BancFirst Trust & Investment Management
|
Mar 2026 |
$226M
|
57 |
EDGAR ↗
|
| 4/1/2026 |
GP Brinson Investments LLC
|
Mar 2026 |
$220M
|
14 |
EDGAR ↗
|
| 4/1/2026 |
Mink Brook Asset Management LLC
|
Mar 2026 |
$179M
|
54 |
EDGAR ↗
|
| 4/1/2026 |
Pensionfund PDN
|
Mar 2026 |
$173M
|
76 |
EDGAR ↗
|
| 4/1/2026 |
Royalty Pharma Sub-Manager, LLC
|
Dec 2025 |
$171M
|
4 |
EDGAR ↗
|
| 4/1/2026 |
Hamrick Investment Counsel, llc
|
Dec 2025 |
$134M
|
184 |
EDGAR ↗
|
| 4/1/2026 |
Adelphi Trust Co
|
Mar 2026 |
$123M
|
182 |
EDGAR ↗
|
| 4/1/2026 |
Dwr Wealth Management, Llc
|
Dec 2025 |
$108M
|
50 |
EDGAR ↗
|
| 4/1/2026 |
Laurus Global Equity Management Inc.
|
Mar 2026 |
$102M
|
46 |
EDGAR ↗
|
| 4/1/2026 |
Robert B. Daugherty Foundation
|
Mar 2026 |
$100M
|
1 |
EDGAR ↗
|
| 4/1/2026 |
Pensionfund Sabic
|
Mar 2026 |
$83M
|
77 |
EDGAR ↗
|
| 4/1/2026 |
Benjamin Joseph Floyd Dba Floyd Capital Management
|
Mar 2026 |
$10M
|
1 |
EDGAR ↗
|
| 3/31/2026 |
Henson-Edgewater Management, LLC
|
Dec 2025 |
$169M
|
— |
EDGAR ↗
|
| 3/31/2026 |
Dedeker Financial LLC
|
Dec 2025 |
$112M
|
— |
EDGAR ↗
|
| 3/26/2026 |
F&V Capital Management, LLC
|
Dec 2025 |
$470M
|
— |
EDGAR ↗
|
| 3/25/2026 |
McAlvany Wealth Management LLC
|
Dec 2025 |
$131M
|
— |
EDGAR ↗
|
| 3/20/2026 |
Consilio Wealth Advisors, Llc
|
Dec 2025 |
$342M
|
— |
EDGAR ↗
|
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