| 5/11/2026 |
Strategic Family Wealth Counselors, L.L.C.
|
Mar 2026 |
$381M
|
163 |
EDGAR ↗
|
| 5/11/2026 |
Empirical Asset Management, LLC
|
Mar 2026 |
$379M
|
396 |
EDGAR ↗
|
| 5/11/2026 |
Walter & Keenan Wealth Management Llc /In/ /Adv
|
Mar 2026 |
$355M
|
156 |
EDGAR ↗
|
| 5/11/2026 |
Greenlea Lane Capital
|
Mar 2026 |
$344M
|
9 |
EDGAR ↗
|
| 5/11/2026 |
Kidder Stephen W
|
Mar 2026 |
$340M
|
327 |
EDGAR ↗
|
| 5/11/2026 |
Nkcfo Llc
|
Mar 2026 |
$337M
|
106 |
EDGAR ↗
|
| 5/11/2026 |
Haverford Financial Services, Inc.
|
Mar 2026 |
$336M
|
46 |
EDGAR ↗
|
| 5/11/2026 |
Montanaro Asset Management Ltd
|
Mar 2026 |
$334M
|
42 |
EDGAR ↗
|
| 5/11/2026 |
Payne Capital Management, LLC
|
Mar 2026 |
$331M
|
79 |
EDGAR ↗
|
| 5/11/2026 |
Gr Financial Group, Llc
|
Mar 2026 |
$301M
|
22 |
EDGAR ↗
|
| 5/11/2026 |
PCA Investment Advisory Services Inc.
|
Mar 2026 |
$300M
|
57 |
EDGAR ↗
|
| 5/11/2026 |
Skaana Management L.P.
|
Mar 2026 |
$296M
|
158 |
EDGAR ↗
|
| 5/11/2026 |
TAGStone Capital, Inc.
|
Mar 2026 |
$283M
|
137 |
EDGAR ↗
|
| 5/11/2026 |
Financial Symmetry Inc
|
Mar 2026 |
$281M
|
63 |
EDGAR ↗
|
| 5/11/2026 |
Empower Annuity Insurance Co
|
Mar 2026 |
$268M
|
1 |
EDGAR ↗
|
| 5/11/2026 |
Kondo Wealth Advisors, Inc.
|
Mar 2026 |
$266M
|
69 |
EDGAR ↗
|
| 5/11/2026 |
2Xideas AG
|
Mar 2026 |
$255M
|
47 |
EDGAR ↗
|
| 5/11/2026 |
Westwood Wealth Management
|
Mar 2026 |
$255M
|
42 |
EDGAR ↗
|
| 5/11/2026 |
denkapparat Operations GmbH
|
Mar 2026 |
$242M
|
333 |
EDGAR ↗
|
| 5/11/2026 |
Employees' Retirement Fund of the City of Fort Worth
|
Mar 2026 |
$230M
|
21 |
EDGAR ↗
|
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