| 11/10/2025 |
China Universal Asset Management Co., Ltd.
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 11/10/2025 |
Pekin Hardy Strauss, Inc.
|
Sep 2025 |
$997M
|
— |
EDGAR ↗
|
| 11/10/2025 |
D'Orazio & Associates, Inc.
|
Sep 2025 |
$757M
|
— |
EDGAR ↗
|
| 11/10/2025 |
Geometric Wealth Advisors
|
Sep 2025 |
$751M
|
— |
EDGAR ↗
|
| 11/10/2025 |
Intelligence Driven Advisers, LLC
|
Sep 2025 |
$721M
|
— |
EDGAR ↗
|
| 11/10/2025 |
Advisors Preferred, LLC
|
Sep 2025 |
$677M
|
— |
EDGAR ↗
|
| 11/10/2025 |
American Money Management, LLC
|
Sep 2025 |
$599M
|
— |
EDGAR ↗
|
| 11/10/2025 |
M. Kulyk & Associates, LLC
|
Sep 2025 |
$492M
|
— |
EDGAR ↗
|
| 11/10/2025 |
Bull Oak Capital, LLC
|
Sep 2025 |
$235M
|
— |
EDGAR ↗
|
| 11/10/2025 |
Semanteon Capital Management, LP
|
Sep 2025 |
$80M
|
— |
EDGAR ↗
|
| 11/7/2025 |
HighTower Advisors, LLC
|
Sep 2025 |
$88.1B
|
— |
EDGAR ↗
|
| 11/7/2025 |
Abrams Capital Management, L.P.
|
Sep 2025 |
$6.2B
|
— |
EDGAR ↗
|
| 11/7/2025 |
Balentine LLC
|
Sep 2025 |
$2.7B
|
— |
EDGAR ↗
|
| 11/7/2025 |
W.G. Shaheen & Associates DBA Whitney & Co
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 11/7/2025 |
Signet Financial Management, Llc
|
Sep 2025 |
$861M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Mjp Associates Inc /Adv
|
Sep 2025 |
$760M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Bell & Brown Wealth Advisors, LLC
|
Sep 2025 |
$305M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Investment Partners, Ltd.
|
Sep 2025 |
$284M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Pavion Blue Capital, LLC
|
Sep 2025 |
$235M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Brooktree Capital Management
|
Sep 2025 |
$157M
|
— |
EDGAR ↗
|