| 11/13/2025 |
Johnson Financial Group, Inc.
|
Sep 2025 |
$2.7B
|
— |
EDGAR ↗
|
| 11/13/2025 |
NS Partners Ltd
|
Sep 2025 |
$2.6B
|
— |
EDGAR ↗
|
| 11/13/2025 |
PFG Advisors
|
Sep 2025 |
$2.4B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Gilead Sciences, Inc.
|
Sep 2025 |
$1.8B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Sage Financial Group Inc
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Certuity, Llc
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 11/13/2025 |
ProVise Management Group, LLC
|
Sep 2025 |
$1.4B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Van Hulzen Asset Management, LLC
|
Sep 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Nicolet Advisory Services, Llc
|
Sep 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 11/13/2025 |
AlphaStar Capital Management, LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Tortoise Investment Management, LLC
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Zuckerman Investment Group, LLC
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Crewe Advisors LLC
|
Sep 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 11/13/2025 |
Brant Point Investment Management Llc
|
Sep 2025 |
$925M
|
— |
EDGAR ↗
|
| 11/13/2025 |
Quantum Capital Management, LLC / NJ
|
Sep 2025 |
$912M
|
— |
EDGAR ↗
|
| 11/13/2025 |
New England Private Wealth Advisors LLC
|
Sep 2025 |
$759M
|
— |
EDGAR ↗
|
| 11/13/2025 |
ShawSpring Partners LLC
|
Sep 2025 |
$673M
|
— |
EDGAR ↗
|
| 11/13/2025 |
SevenBridge Financial Group, LLC
|
Sep 2025 |
$607M
|
— |
EDGAR ↗
|
| 11/13/2025 |
LaSalle St. Investment Advisors, LLC
|
Sep 2025 |
$558M
|
— |
EDGAR ↗
|
| 11/13/2025 |
Stieven Capital Advisors, L.P.
|
Sep 2025 |
$530M
|
— |
EDGAR ↗
|
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