| 10/28/2025 |
Arlington Trust Co LLC
|
Sep 2025 |
$556M
|
— |
EDGAR ↗
|
| 10/28/2025 |
First National Bank & Trust Co Of Newtown
|
Sep 2025 |
$528M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Professional Financial Advisors, LLC
|
Sep 2025 |
$475M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Alliance Wealth Management Group
|
Sep 2025 |
$450M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Red Wave Investments LLC
|
Sep 2025 |
$326M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Lazari Capital Management, Inc.
|
Sep 2025 |
$296M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Burrus Financial Services, Inc.
|
Sep 2025 |
$218M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Apeiron Capital Ltd
|
Sep 2025 |
$210M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Greenhouse Wealth Management, LLC
|
Sep 2025 |
$167M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Ariston Services Group
|
Sep 2025 |
$166M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Erickson Financial Group, LLC
|
Sep 2025 |
$159M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Eq Wealth Advisors, Llc
|
Sep 2025 |
$152M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Elevate Capital Advisors, LLC
|
Sep 2025 |
$143M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Keystone Financial Services, LLC
|
Sep 2025 |
$143M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Forefront Wealth Management Inc.
|
Sep 2025 |
$136M
|
— |
EDGAR ↗
|
| 10/28/2025 |
SageOak Financial, LLC
|
Sep 2025 |
$136M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Koa Wealth Management, LLC
|
Sep 2025 |
$135M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Retirement Planning Group, Llc / Ny
|
Sep 2025 |
$134M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Blalock Williams, Llc
|
Sep 2025 |
$114M
|
— |
EDGAR ↗
|
| 10/28/2025 |
Cannon Global Investment Management, LLC
|
Sep 2025 |
$67M
|
— |
EDGAR ↗
|