| 11/4/2025 |
Tsfg, Llc
|
Sep 2025 |
$629M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Cornerstone Planning Group LLC
|
Sep 2025 |
$624M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Oak Harbor Wealth Partners, Llc
|
Sep 2025 |
$405M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Mason & Associates, LLC
|
Sep 2025 |
$398M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Peregrine Asset Advisers, Inc.
|
Sep 2025 |
$333M
|
— |
EDGAR ↗
|
| 11/4/2025 |
United Community Bank
|
Sep 2025 |
$323M
|
— |
EDGAR ↗
|
| 11/4/2025 |
First Citizens Investor Services, Inc.
|
Sep 2025 |
$259M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Grunden Financial Advisory, Inc.
|
Sep 2025 |
$246M
|
— |
EDGAR ↗
|
| 11/4/2025 |
SGL Investment Advisors, Inc.
|
Sep 2025 |
$240M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Murphy, Middleton, Hinkle & Parker, Inc.
|
Sep 2025 |
$205M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Aua Capital Management, Llc
|
Sep 2025 |
$178M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Syntax Research, Inc.
|
Sep 2025 |
$156M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Grantvest Financial Group LLC
|
Sep 2025 |
$145M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Processus Wealth & Capital Management, LLC
|
Sep 2025 |
$139M
|
— |
EDGAR ↗
|
| 11/4/2025 |
North Berkeley Wealth Management, LLC
|
Sep 2025 |
$127M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Sageworth Trust Co of South Dakota
|
Sep 2025 |
$106M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Gritstone Asset Management Llc
|
Sep 2025 |
$97M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Hoya Capital Real Estate, LLC
|
Sep 2025 |
$6M
|
— |
EDGAR ↗
|
| 11/4/2025 |
Altium Capital Management LLC
|
Sep 2025 |
$628,262
|
— |
EDGAR ↗
|
| 11/4/2025 |
UCLA Foundation
|
Sep 2025 |
$1
|
— |
EDGAR ↗
|
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