| 11/7/2025 |
Valpey Financial Services, LLC
|
Sep 2025 |
$153M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Wernau Asset Management Inc.
|
Sep 2025 |
$147M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Brightwater Advisory LLC
|
Sep 2025 |
$146M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Turn8 Private Wealth Inc.
|
Sep 2025 |
$139M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Benningfield Financial Advisors, Llc
|
Sep 2025 |
$127M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Account Management Llc
|
Sep 2025 |
$94M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Alta Partners Management Company, L.P.
|
Sep 2025 |
$60M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Assetmark, Inc
|
Sep 2025 |
$46.6B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Wealthfront Advisers LLC
|
Sep 2025 |
$42.6B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Candriam S.C.A.
|
Sep 2025 |
$19.1B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Impax Asset Management Group plc
|
Sep 2025 |
$17.1B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Oppenheimer Asset Management Inc.
|
Sep 2025 |
$9.1B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Madison Asset Management, LLC
|
Sep 2025 |
$9.1B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Cornerstone Investment Partners, LLC
|
Sep 2025 |
$2.4B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Ameritas Advisory Services, LLC
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 11/6/2025 |
Prescott Group Capital Management, L.L.C.
|
Sep 2025 |
$949M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Skylands Capital, LLC
|
Sep 2025 |
$723M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Horizon Wealth Management, LLC
|
Sep 2025 |
$681M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Pacific Sage Partners, LLC
|
Sep 2025 |
$598M
|
— |
EDGAR ↗
|
| 11/6/2025 |
Lafayette Investments, Inc.
|
Sep 2025 |
$522M
|
— |
EDGAR ↗
|
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