| 11/7/2025 |
W.G. Shaheen & Associates DBA Whitney & Co
|
Sep 2025 |
$1.1B
|
— |
EDGAR ↗
|
| 11/7/2025 |
Vista Capital Partners, Inc.
|
Sep 2025 |
$983M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Signet Financial Management, Llc
|
Sep 2025 |
$861M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Mjp Associates Inc /Adv
|
Sep 2025 |
$760M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Maridea Wealth Management LLC
|
Sep 2025 |
$643M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Beirne Wealth Consulting Services, LLC
|
Sep 2025 |
$417M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Globe Life Inc.
|
Sep 2025 |
$400M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Guidance Capital, Inc
|
Sep 2025 |
$383M
|
— |
EDGAR ↗
|
| 11/7/2025 |
May Hill Capital, LLC
|
Sep 2025 |
$341M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Bell & Brown Wealth Advisors, LLC
|
Sep 2025 |
$305M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Aspiring Ventures, LLC
|
Sep 2025 |
$293M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Investment Partners, Ltd.
|
Sep 2025 |
$284M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Summit Investment Advisory Services, LLC
|
Sep 2025 |
$251M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Pavion Blue Capital, LLC
|
Sep 2025 |
$235M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Cherokee Insurance Co
|
Sep 2025 |
$233M
|
— |
EDGAR ↗
|
| 11/7/2025 |
MRA Advisory Group
|
Sep 2025 |
$229M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Riverstone Advisors, LLC
|
Sep 2025 |
$204M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Brooktree Capital Management
|
Sep 2025 |
$157M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Four Tree Island Advisory LLC
|
Sep 2025 |
$157M
|
— |
EDGAR ↗
|
| 11/7/2025 |
Alpha Financial Partners, LLC
|
Sep 2025 |
$154M
|
— |
EDGAR ↗
|
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