| 11/6/2025 |
Hopwood Financial Services, Inc.
|
Sep 2025 |
$150M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Opinicus Capital, Inc.
|
Sep 2025 |
$144M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Katamaran Capital LLP
|
Sep 2025 |
$110M
|
— |
EDGAR ↗
|
| 11/6/2025 |
WJ Financial Advisors LLC
|
Sep 2025 |
$103M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Prospect Financial Group LLC
|
Sep 2025 |
$102M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Kailix Advisors LLC
|
Sep 2025 |
$73M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Ground Swell Capital, LLC
|
Sep 2025 |
$46M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Cincinnati Indemnity Co
|
Sep 2025 |
$41M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Diamond Hill Capital Management Inc
|
Sep 2025 |
$21.1B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Prime Capital Investment Advisors, LLC
|
Sep 2025 |
$8.0B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Linscomb Wealth, Inc.
|
Sep 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Flagship Harbor Advisors, Llc
|
Sep 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 11/5/2025 |
HighPoint Advisor Group LLC
|
Sep 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Checchi Capital Advisers, LLC
|
Sep 2025 |
$1.9B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Iq Eq Fund Management (Ireland) Ltd
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Moneco Advisors, Llc
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 11/5/2025 |
RMR Wealth Builders
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Ledyard National Bank
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 11/5/2025 |
HORAN Wealth, LLC
|
Sep 2025 |
$635M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Concord Asset Management, LLC/VA
|
Sep 2025 |
$551M
|
— |
EDGAR ↗
|