| 10/29/2025 |
Walkner Condon Financial Advisors LLC
|
Sep 2025 |
$631M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Capital Advisory Group Advisory Services, LLC
|
Sep 2025 |
$321M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Tred Avon Family Wealth, Llc
|
Sep 2025 |
$291M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Theory Financial Llc
|
Sep 2025 |
$284M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Dupree Financial Group, LLC
|
Sep 2025 |
$263M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Caldwell Sutter Capital, Inc.
|
Sep 2025 |
$234M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Dudley Capital Management, Llc
|
Sep 2025 |
$223M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Beaumont Asset Management, L.L.C.
|
Sep 2025 |
$199M
|
— |
EDGAR ↗
|
| 10/29/2025 |
CAP Partners, LLC
|
Sep 2025 |
$176M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Jericho Financial, Llp
|
Sep 2025 |
$165M
|
— |
EDGAR ↗
|
| 10/29/2025 |
Dynamic Wealth Strategies, LLC
|
Sep 2025 |
$150M
|
— |
EDGAR ↗
|
| 10/29/2025 |
CFC Planning Co LLC
|
Sep 2025 |
$122M
|
— |
EDGAR ↗
|
| 10/29/2025 |
FSR Wealth Management Ltd.
|
Sep 2025 |
$84M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Qrg Capital Management, Inc.
|
Sep 2025 |
$8.3B
|
— |
EDGAR ↗
|
| 10/28/2025 |
Oversea-Chinese Banking Corp Ltd
|
Sep 2025 |
$4.1B
|
— |
EDGAR ↗
|
| 10/28/2025 |
Procyon Advisors, LLC
|
Sep 2025 |
$1.7B
|
— |
EDGAR ↗
|
| 10/28/2025 |
Meritage Portfolio Management
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 10/28/2025 |
Lodestar Private Asset Management Llc
|
Sep 2025 |
$958M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Gratus Wealth Advisors, LLC
|
Sep 2025 |
$710M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Jackson Hole Capital Partners, LLC
|
Sep 2025 |
$585M
|
— |
EDGAR ↗
|
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