| 10/31/2025 |
Kornitzer Capital Management Inc /Ks
|
Sep 2025 |
$5.0B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Estate Counselors, LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/31/2025 |
Alaska Wealth Advisors, LLC
|
Sep 2025 |
$764M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Biltmore Family Office, LLC
|
Sep 2025 |
$703M
|
— |
EDGAR ↗
|
| 10/31/2025 |
Bayshore Asset Management, Llc
|
Sep 2025 |
$233M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Vest Financial, LLC
|
Sep 2025 |
$7.7B
|
— |
EDGAR ↗
|
| 10/30/2025 |
Charter Oak Capital Management, LLC
|
Sep 2025 |
$1.3B
|
— |
EDGAR ↗
|
| 10/30/2025 |
Heritage Financial Services, LLC
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 10/30/2025 |
Wendell David Associates Inc
|
Sep 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 10/30/2025 |
Wilkins Investment Counsel Inc
|
Sep 2025 |
$706M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Hudson Edge Investment Partners Inc.
|
Sep 2025 |
$618M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Gibbs Wealth Management
|
Sep 2025 |
$442M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Tranquilli Financial Advisor LLC
|
Sep 2025 |
$169M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Mizuho Securities Co. Ltd.
|
Sep 2025 |
$15M
|
— |
EDGAR ↗
|
| 10/29/2025 |
BloombergSen Inc.
|
Sep 2025 |
$1.6B
|
— |
EDGAR ↗
|
| 10/29/2025 |
Inscription Capital, LLC
|
Sep 2025 |
$928M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Portfolio Strategies, Inc.
|
Sep 2025 |
$860M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Caldwell Sutter Capital, Inc.
|
Sep 2025 |
$234M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Dudley Capital Management, Llc
|
Sep 2025 |
$223M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Meritage Portfolio Management
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
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