| 11/5/2025 |
Lincoln Capital LLC
|
Sep 2025 |
$534M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Stordahl Capital Management, Inc.
|
Sep 2025 |
$476M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Old West Investment Management, LLC
|
Sep 2025 |
$436M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Prasad Wealth Partners, LLC
|
Sep 2025 |
$359M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Shayne & Jacobs, Llc
|
Sep 2025 |
$323M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Windward Private Wealth Management Inc.
|
Sep 2025 |
$290M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Flynn Zito Capital Management, Llc
|
Sep 2025 |
$271M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Jackson Square Partners, LLC
|
Sep 2025 |
$247M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Buttonwood Financial Group, LLC
|
Sep 2025 |
$232M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Leicht Financial Planning & Wealth Management, Inc.
|
Sep 2025 |
$222M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Guinness Atkinson Asset Management Inc
|
Sep 2025 |
$211M
|
— |
EDGAR ↗
|
| 11/5/2025 |
LFA - Lugano Financial Advisors SA
|
Sep 2025 |
$190M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Providence Wealth Advisors, LLC
|
Sep 2025 |
$159M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Heritage Wealth Management, Inc. /CA/
|
Sep 2025 |
$149M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Carbahal Olsen Financial Services Group, LLC
|
Sep 2025 |
$125M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Hobbs Wealth Management, LLC
|
Sep 2025 |
$119M
|
— |
EDGAR ↗
|
| 11/5/2025 |
American Asset Management Inc.
|
Sep 2025 |
$111M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Principal Financial Group Inc
|
Sep 2025 |
$198.3B
|
— |
EDGAR ↗
|
| 11/4/2025 |
Agf Management Ltd
|
Sep 2025 |
$22.7B
|
— |
EDGAR ↗
|
| 11/4/2025 |
Atlantic Union Bankshares Corp
|
Sep 2025 |
$5.3B
|
— |
EDGAR ↗
|
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