| 1/9/2026 |
Ptm Wealth Management, Llc
|
Dec 2025 |
$177M
|
56 |
EDGAR ↗
|
| 1/9/2026 |
Crocodile Capital Partners GmbH
|
Dec 2025 |
$167M
|
15 |
EDGAR ↗
|
| 1/9/2026 |
Capstone Wealth Management Group LLC
|
Dec 2025 |
$165M
|
129 |
EDGAR ↗
|
| 1/9/2026 |
ZynergyRetirementPlanningLLC
|
Dec 2025 |
$163M
|
27 |
EDGAR ↗
|
| 1/9/2026 |
Cultivar Capital, Inc.
|
Dec 2025 |
$156M
|
43 |
EDGAR ↗
|
| 1/9/2026 |
Silvia Mccoll Wealth Management, Llc
|
Dec 2025 |
$150M
|
116 |
EDGAR ↗
|
| 1/9/2026 |
Partnership Wealth Management, LLC
|
Dec 2025 |
$139M
|
68 |
EDGAR ↗
|
| 1/9/2026 |
Post Resch Tallon Group Inc.
|
Dec 2025 |
$118M
|
109 |
EDGAR ↗
|
| 1/9/2026 |
Lwm Advisors Inc
|
Dec 2025 |
$114M
|
29 |
EDGAR ↗
|
| 1/9/2026 |
Capital CS Group, LLC
|
Dec 2025 |
$65M
|
73 |
EDGAR ↗
|
| 1/9/2026 |
Carolinas Wealth Consulting Llc
|
Dec 2025 |
$1
|
1 |
EDGAR ↗
|
| 1/8/2026 |
Nordea Investment Management Ab
|
Dec 2025 |
$116.4B
|
1,984 |
EDGAR ↗
|
| 1/8/2026 |
Wealth Enhancement Advisory Services, Llc
|
Dec 2025 |
$73.7B
|
3,925 |
EDGAR ↗
|
| 1/8/2026 |
Sarasin & Partners LLP
|
Dec 2025 |
$9.6B
|
77 |
EDGAR ↗
|
| 1/8/2026 |
Gradient Investments LLC
|
Dec 2025 |
$6.3B
|
343 |
EDGAR ↗
|
| 1/8/2026 |
NorthCrest Asset Manangement, LLC
|
Dec 2025 |
$4.5B
|
821 |
EDGAR ↗
|
| 1/8/2026 |
Fulton Bank, N.A.
|
Dec 2025 |
$2.9B
|
1,024 |
EDGAR ↗
|
| 1/8/2026 |
Wedmont Private Capital
|
Dec 2025 |
$2.9B
|
806 |
EDGAR ↗
|
| 1/8/2026 |
Legacy Private Trust Co.
|
Dec 2025 |
$1.7B
|
344 |
EDGAR ↗
|
| 1/8/2026 |
Stephens Group Asset Management, Llc
|
Dec 2025 |
$1.5B
|
26 |
EDGAR ↗
|