| 10/16/2025 |
Raub Brock Capital Management LP
|
Sep 2025 |
$465M
|
— |
EDGAR ↗
|
| 10/16/2025 |
SWS Partners
|
Sep 2025 |
$410M
|
— |
EDGAR ↗
|
| 10/16/2025 |
VCI Wealth Management LLC
|
Sep 2025 |
$330M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Oldfather Financial Services, LLC
|
Sep 2025 |
$321M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Yeomans Consulting Group, Inc.
|
Sep 2025 |
$290M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Burns Matteson Capital Management, LLC
|
Sep 2025 |
$253M
|
— |
EDGAR ↗
|
| 10/16/2025 |
BCU Wealth Advisors, LLC
|
Sep 2025 |
$247M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Asset Planning Services Inc /La/ /Adv
|
Sep 2025 |
$237M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Tower View Wealth Management LLC
|
Sep 2025 |
$193M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Define Financial, Llc
|
Sep 2025 |
$167M
|
— |
EDGAR ↗
|
| 10/16/2025 |
KRS Capital Management, LLC
|
Sep 2025 |
$166M
|
— |
EDGAR ↗
|
| 10/16/2025 |
DecisionMap Wealth Management, LLC
|
Sep 2025 |
$156M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Lockerman Financial Group, Inc.
|
Sep 2025 |
$79M
|
— |
EDGAR ↗
|
| 10/16/2025 |
Compound Global Advisors, LLC
|
Sep 2025 |
$2M
|
— |
EDGAR ↗
|
| 10/15/2025 |
Pacer Advisors, Inc.
|
Sep 2025 |
$39.7B
|
— |
EDGAR ↗
|
| 10/15/2025 |
WealthNavi Inc.
|
Sep 2025 |
$10.8B
|
— |
EDGAR ↗
|
| 10/15/2025 |
Busey Bank
|
Sep 2025 |
$3.6B
|
— |
EDGAR ↗
|
| 10/15/2025 |
James Hambro & Partners LLP
|
Sep 2025 |
$2.8B
|
— |
EDGAR ↗
|
| 10/15/2025 |
Value Partners Investments Inc.
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/15/2025 |
Norden Group Llc
|
Sep 2025 |
$984M
|
— |
EDGAR ↗
|
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