| 1/21/2026 |
Lockerman Financial Group, Inc.
|
Dec 2025 |
$52M
|
96 |
EDGAR ↗
|
| 1/21/2026 |
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
Dec 2025 |
$47M
|
— |
EDGAR ↗
|
| 1/21/2026 |
Kawa Capital Management, Inc
|
Dec 2025 |
$43M
|
4 |
EDGAR ↗
|
| 1/21/2026 |
Touchstone Capital, Inc.
|
Dec 2025 |
$1
|
1 |
EDGAR ↗
|
| 1/20/2026 |
Stratos Wealth Partners, LTD.
|
Dec 2025 |
$8.8B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Perpetual Ltd
|
Dec 2025 |
$6.9B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Signaturefd, Llc
|
Dec 2025 |
$6.5B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Cohen Klingenstein LLC
|
Dec 2025 |
$3.3B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Braun Stacey Associates Inc
|
Dec 2025 |
$3.1B
|
— |
EDGAR ↗
|
| 1/20/2026 |
SteelPeak Wealth, LLC
|
Dec 2025 |
$3.1B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Stratos Investment Management, LLC
|
Dec 2025 |
$2.5B
|
— |
EDGAR ↗
|
| 1/20/2026 |
JB Capital LLC
|
Dec 2025 |
$2.4B
|
— |
EDGAR ↗
|
| 1/20/2026 |
AdvisorNet Financial, Inc
|
Dec 2025 |
$1.9B
|
— |
EDGAR ↗
|
| 1/20/2026 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
Dec 2025 |
$1.7B
|
— |
EDGAR ↗
|
| 1/20/2026 |
1900 Wealth Management Llc
|
Dec 2025 |
$1.6B
|
— |
EDGAR ↗
|
| 1/20/2026 |
QV Investors Inc.
|
Dec 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Trust Co Of Toledo Na /Oh/
|
Dec 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 1/20/2026 |
Tritonpoint Wealth, Llc
|
Dec 2025 |
$986M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Toth Financial Advisory Corp
|
Dec 2025 |
$921M
|
— |
EDGAR ↗
|
| 1/20/2026 |
Sheets Smith Wealth Management
|
Dec 2025 |
$911M
|
— |
EDGAR ↗
|
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