| 11/3/2025 |
Investment Advisory Group, LLC
|
Sep 2025 |
$368M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Addison Capital Co
|
Sep 2025 |
$338M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Pegasus Asset Management, Inc.
|
Sep 2025 |
$312M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Your Advocates Ltd., LLP
|
Sep 2025 |
$298M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Pines Wealth Management, LLC
|
Sep 2025 |
$297M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Clarus Group, Inc.
|
Sep 2025 |
$288M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Wealthspan Partners, Llc
|
Sep 2025 |
$262M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Absolute Capital Management, Llc
|
Sep 2025 |
$233M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Banyan Capital Management, Inc.
|
Sep 2025 |
$220M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Jim Saulnier & Associates, Llc
|
Sep 2025 |
$179M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Washington University
|
Sep 2025 |
$179M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Pandora Wealth, Inc.
|
Sep 2025 |
$165M
|
— |
EDGAR ↗
|
| 11/3/2025 |
VanWeelden Wealth Management, LLC
|
Sep 2025 |
$122M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Summit Rock Advisors, LP
|
Sep 2025 |
$1
|
— |
EDGAR ↗
|
| 10/31/2025 |
Mutual Of America Capital Management Llc
|
Sep 2025 |
$9.5B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Sagespring Wealth Partners, Llc
|
Sep 2025 |
$5.1B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Kornitzer Capital Management Inc /Ks
|
Sep 2025 |
$5.0B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Glencore plc
|
Sep 2025 |
$4.0B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Intact Investment Management Inc.
|
Sep 2025 |
$3.3B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Investment House Llc
|
Sep 2025 |
$2.1B
|
— |
EDGAR ↗
|
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