| 10/30/2025 |
Gibbs Wealth Management
|
Sep 2025 |
$442M
|
— |
EDGAR ↗
|
| 10/30/2025 |
VELA Investment Management, LLC
|
Sep 2025 |
$410M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Delta Financial Advisors Llc
|
Sep 2025 |
$354M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Gray Foundation
|
Sep 2025 |
$351M
|
— |
EDGAR ↗
|
| 10/30/2025 |
All-Stars Investment Ltd
|
Sep 2025 |
$327M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Aubrey Capital Management Ltd
|
Sep 2025 |
$317M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Bishop & Co Investment Management, LLC
|
Sep 2025 |
$299M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Rogco, Lp
|
Sep 2025 |
$285M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Ridgewood Investments LLC
|
Sep 2025 |
$237M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Forte Asset Management Llc
|
Sep 2025 |
$208M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Guardian Wealth Advisors, LLC
|
Sep 2025 |
$176M
|
— |
EDGAR ↗
|
| 10/30/2025 |
BankPlus Wealth Management LLC
|
Sep 2025 |
$170M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Hara Capital LLC
|
Sep 2025 |
$170M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Tranquilli Financial Advisor LLC
|
Sep 2025 |
$169M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Millstone Evans Group, LLC
|
Sep 2025 |
$157M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Bruce G. Allen Investments, LLC
|
Sep 2025 |
$140M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Legacy Advisory Services, LLC
|
Sep 2025 |
$133M
|
— |
EDGAR ↗
|
| 10/30/2025 |
R.H. Investment Group, LLC
|
Sep 2025 |
$115M
|
— |
EDGAR ↗
|
| 10/30/2025 |
Mizuho Securities Co. Ltd.
|
Sep 2025 |
$15M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Wealth Enhancement Advisory Services, Llc
|
Sep 2025 |
$66.1B
|
— |
EDGAR ↗
|
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