| 10/22/2025 |
MassMutual Private Wealth & Trust, FSB
|
Sep 2025 |
$3.9B
|
— |
EDGAR ↗
|
| 10/22/2025 |
CWA Asset Management Group, LLC
|
Sep 2025 |
$2.7B
|
— |
EDGAR ↗
|
| 10/22/2025 |
Index Fund Advisors, Inc.
|
Sep 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 10/22/2025 |
Kathmere Capital Management, LLC
|
Sep 2025 |
$1.4B
|
— |
EDGAR ↗
|
| 10/22/2025 |
DT Investment Partners, LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/22/2025 |
Alpine Bank Wealth Management
|
Sep 2025 |
$711M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Capital Advantage, Inc.
|
Sep 2025 |
$665M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Brickley Wealth Management
|
Sep 2025 |
$574M
|
— |
EDGAR ↗
|
| 10/22/2025 |
RV Capital AG
|
Sep 2025 |
$546M
|
— |
EDGAR ↗
|
| 10/22/2025 |
West Paces Advisors Inc.
|
Sep 2025 |
$502M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Augustine Asset Management Inc
|
Sep 2025 |
$497M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Old Second National Bank Of Aurora
|
Sep 2025 |
$485M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Family Investment Center, Inc.
|
Sep 2025 |
$482M
|
— |
EDGAR ↗
|
| 10/22/2025 |
GoalVest Advisory LLC
|
Sep 2025 |
$472M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Stuart Chaussee & Associates, Inc.
|
Sep 2025 |
$458M
|
— |
EDGAR ↗
|
| 10/22/2025 |
TriaGen Wealth Management LLC
|
Sep 2025 |
$383M
|
— |
EDGAR ↗
|
| 10/22/2025 |
KG&L Capital Management,LLC
|
Sep 2025 |
$374M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Stone Summit Wealth LLC
|
Sep 2025 |
$353M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Kercheville Advisors, LLC
|
Sep 2025 |
$331M
|
— |
EDGAR ↗
|
| 10/22/2025 |
Members Advisory Group LLC
|
Sep 2025 |
$283M
|
— |
EDGAR ↗
|
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