| Beacon Wealthcare LLC |
2026 Q1
|
4/1/2026 |
26
|
$280 M
|
| Vigilare Wealth Management |
2026 Q1
|
4/1/2026 |
109
|
$300 M
|
| BEACON FINANCIAL GROUP |
2025 Q4
|
4/1/2026 |
347
|
$1.0 B
|
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q1
|
4/1/2026 |
251
|
$290 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2026 Q1
|
4/1/2026 |
189
|
$490 M
|
| Bangor Savings Bank |
2026 Q1
|
4/1/2026 |
711
|
$1.3 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/1/2026 |
414
|
$6.4 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q1
|
4/1/2026 |
1
|
$9.8 M
|
| BancFirst Trust & Investment Management |
2026 Q1
|
4/1/2026 |
57
|
$230 M
|
| Adelphi Trust Co |
2026 Q1
|
4/1/2026 |
182
|
$120 M
|
| GP Brinson Investments LLC |
2026 Q1
|
4/1/2026 |
14
|
$220 M
|
| NEVILLE RODIE & SHAW INC |
2026 Q1
|
4/1/2026 |
336
|
$1.4 M
|
| Pensionfund Sabic |
2026 Q1
|
4/1/2026 |
77
|
$83 k
|
| Pensionfund PDN |
2026 Q1
|
4/1/2026 |
76
|
$170 k
|
| Signature Wealth Management Group |
2026 Q1
|
4/1/2026 |
128
|
$260 M
|