| 11/4/2025 |
Frank, Rimerman Advisors LLC
|
Sep 2025 |
$1.6B
|
— |
EDGAR ↗
|
| 11/4/2025 |
Oak Harbor Wealth Partners, Llc
|
Sep 2025 |
$405M
|
— |
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 |
North Berkeley Wealth Management, LLC
|
Sep 2025 |
$127M
|
— |
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 ↗
|
| 11/3/2025 |
Truist Financial Corp
|
Sep 2025 |
$74.0B
|
— |
EDGAR ↗
|
| 11/3/2025 |
Pittenger & Anderson Inc
|
Sep 2025 |
$2.7B
|
— |
EDGAR ↗
|
| 11/3/2025 |
Scion Asset Management
|
Sep 2025 |
$1.4B
|
8 |
—
|
| 11/3/2025 |
Folger Nolan Fleming Douglas Capital Management, Inc
|
Sep 2025 |
$958M
|
— |
EDGAR ↗
|
| 11/3/2025 |
GPS Wealth Strategies Group, LLC
|
Sep 2025 |
$947M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Sym Financial Corp
|
Sep 2025 |
$935M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Strategic Advisors LLC
|
Sep 2025 |
$623M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Gifford Fong Associates
|
Sep 2025 |
$476M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Banyan Capital Management, Inc.
|
Sep 2025 |
$220M
|
— |
EDGAR ↗
|
| 11/3/2025 |
Pandora Wealth, Inc.
|
Sep 2025 |
$165M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Mutual Of America Capital Management Llc
|
Sep 2025 |
$9.5B
|
— |
EDGAR ↗
|
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