| 10/7/2025 |
Hardin Capital Partners, LLC
|
Sep 2025 |
$186M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Grant Private Wealth Management Inc
|
Sep 2025 |
$162M
|
— |
EDGAR ↗
|
| 10/7/2025 |
Graphene Investments SAS
|
Sep 2025 |
$158M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Nilsine Partners, LLC
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/6/2025 |
Boston Standard Wealth Management, LLC
|
Sep 2025 |
$595M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Keb Asset Management, Llc
|
Sep 2025 |
$446M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Cambridge Financial Group, LLC
|
Sep 2025 |
$311M
|
— |
EDGAR ↗
|
| 10/6/2025 |
HF Advisory Group, LLC
|
Sep 2025 |
$272M
|
— |
EDGAR ↗
|
| 10/6/2025 |
New England Research & Management, Inc.
|
Sep 2025 |
$218M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Sterling Group Wealth Management, LLC
|
Sep 2025 |
$202M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Bank & Trust Co
|
Sep 2025 |
$135M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Lwm Advisors Inc
|
Sep 2025 |
$111M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Puff Wealth Management, Llc
|
Sep 2025 |
$66M
|
— |
EDGAR ↗
|
| 10/6/2025 |
Kawa Capital Management, Inc
|
Sep 2025 |
$55M
|
— |
EDGAR ↗
|
| 10/3/2025 |
HCR Wealth Advisors
|
Sep 2025 |
$966M
|
— |
EDGAR ↗
|
| 10/3/2025 |
Breakwater Investment Management
|
Sep 2025 |
$271M
|
— |
EDGAR ↗
|
| 8/15/2025 |
E Fund Management Co., Ltd.
|
Jun 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 8/15/2025 |
AlpenGlobal Capital LLC
|
Jun 2025 |
$167M
|
— |
EDGAR ↗
|
| 8/14/2025 |
Scge Management, L.P.
|
Jun 2025 |
$4.8B
|
— |
EDGAR ↗
|
| 8/14/2025 |
BlueCrest Capital Management Ltd
|
Jun 2025 |
$2.6B
|
— |
EDGAR ↗
|
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