| 11/12/2025 |
360 Financial, Inc.
|
Sep 2025 |
$311M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Sava Penzisko Drushtvo A.D. Skopje
|
Sep 2025 |
$305M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Walled Lake Planning & Wealth Management, Llc
|
Sep 2025 |
$305M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Fi3 Financial Advisors, Llc
|
Sep 2025 |
$296M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Regents Gate Capital LLP
|
Sep 2025 |
$282M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Sunpointe, LLC
|
Sep 2025 |
$277M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Aspen Investment Management Inc
|
Sep 2025 |
$259M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Wealthstar Advisors, LLC
|
Sep 2025 |
$254M
|
— |
EDGAR ↗
|
| 11/12/2025 |
RFP Financial Group LLC
|
Sep 2025 |
$246M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Tumwater Wealth Management, LLC
|
Sep 2025 |
$225M
|
— |
EDGAR ↗
|
| 11/12/2025 |
AAF Wealth Management, LLC
|
Sep 2025 |
$221M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Aletheian Wealth Advisors LLC
|
Sep 2025 |
$215M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Mader & Shannon Wealth Management, Inc.
|
Sep 2025 |
$204M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Heronetta Management, L.P.
|
Sep 2025 |
$183M
|
— |
EDGAR ↗
|
| 11/12/2025 |
RiverGlades Family Offices LLC
|
Sep 2025 |
$164M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Pillar Financial Advisors, LLC
|
Sep 2025 |
$159M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Redwood Financial Network Corp
|
Sep 2025 |
$158M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Muirfield Wealth Advisors Llc
|
Sep 2025 |
$135M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Virtus Fixed Income Advisers, LLC
|
Sep 2025 |
$133M
|
— |
EDGAR ↗
|
| 11/12/2025 |
Bonfire Financial
|
Sep 2025 |
$130M
|
— |
EDGAR ↗
|