| 11/6/2025 |
Cornerstone Investment Partners, LLC
|
Sep 2025 |
$2.4B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Ameritas Advisory Services, LLC
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Prescott Group Capital Management, L.L.C.
|
Sep 2025 |
$949M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Skylands Capital, LLC
|
Sep 2025 |
$723M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Horizon Wealth Management, LLC
|
Sep 2025 |
$681M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Pacific Sage Partners, LLC
|
Sep 2025 |
$598M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Lafayette Investments, Inc.
|
Sep 2025 |
$522M
|
— |
EDGAR ↗
|
| 11/6/2025 |
ALM First Financial Advisors, LLC
|
Sep 2025 |
$496M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Tempus Wealth Planning, LLC
|
Sep 2025 |
$436M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Omnia Family Wealth, LLC
|
Sep 2025 |
$308M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Leisure Capital Management
|
Sep 2025 |
$292M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Choice Wealth Advisors, LLC
|
Sep 2025 |
$233M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Dravo Bay Llc
|
Sep 2025 |
$226M
|
— |
EDGAR ↗
|
| 11/6/2025 |
PFG Private Wealth Management, LLC
|
Sep 2025 |
$224M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Integrity Wealth Solutions LLC
|
Sep 2025 |
$224M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Windle Wealth, LLC
|
Sep 2025 |
$224M
|
— |
EDGAR ↗
|
| 11/6/2025 |
University Of Chicago
|
Sep 2025 |
$205M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Plan A Wealth LLC
|
Sep 2025 |
$197M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Objectivity Squared, LLC
|
Sep 2025 |
$168M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Everest Management Corp.
|
Sep 2025 |
$157M
|
— |
EDGAR ↗
|