| 11/6/2025 |
Cincinnati Indemnity Co
|
Sep 2025 |
$41M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Diamond Hill Capital Management Inc
|
Sep 2025 |
$21.1B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Prime Capital Investment Advisors, LLC
|
Sep 2025 |
$8.0B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Linscomb Wealth, Inc.
|
Sep 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Flagship Harbor Advisors, Llc
|
Sep 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 11/5/2025 |
HighPoint Advisor Group LLC
|
Sep 2025 |
$2.1B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Checchi Capital Advisers, LLC
|
Sep 2025 |
$1.9B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Iq Eq Fund Management (Ireland) Ltd
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Moneco Advisors, Llc
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 11/5/2025 |
RMR Wealth Builders
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 11/5/2025 |
Ledyard National Bank
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 11/5/2025 |
HORAN Wealth, LLC
|
Sep 2025 |
$635M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Concord Asset Management, LLC/VA
|
Sep 2025 |
$551M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Lincoln Capital LLC
|
Sep 2025 |
$534M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Stordahl Capital Management, Inc.
|
Sep 2025 |
$476M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Old West Investment Management, LLC
|
Sep 2025 |
$436M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Prasad Wealth Partners, LLC
|
Sep 2025 |
$359M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Shayne & Jacobs, Llc
|
Sep 2025 |
$323M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Windward Private Wealth Management Inc.
|
Sep 2025 |
$290M
|
— |
EDGAR ↗
|
| 11/5/2025 |
Flynn Zito Capital Management, Llc
|
Sep 2025 |
$271M
|
— |
EDGAR ↗
|
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