| 10/24/2025 |
Cannon Advisors, Inc.
|
Sep 2025 |
$149M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Elevate Wealth Advisory, Inc
|
Sep 2025 |
$138M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Life Planning Partners, Inc
|
Sep 2025 |
$137M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Williams Financial, LLC
|
Sep 2025 |
$97M
|
— |
EDGAR ↗
|
| 10/24/2025 |
Wise Wealth Partners
|
Sep 2025 |
$66M
|
— |
EDGAR ↗
|
| 10/23/2025 |
Benjamin Edwards Inc
|
Sep 2025 |
$8.8B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Securian Asset Management, Inc
|
Sep 2025 |
$3.8B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Hosking Partners LLP
|
Sep 2025 |
$2.8B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Strategic Blueprint, LLC
|
Sep 2025 |
$2.3B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Foster & Motley Inc
|
Sep 2025 |
$1.9B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Beaumont Financial Advisors, LLC
|
Sep 2025 |
$1.5B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Steigerwald, Gordon & Koch Inc.
|
Sep 2025 |
$1.0B
|
— |
EDGAR ↗
|
| 10/23/2025 |
Vision Capital Management, Inc.
|
Sep 2025 |
$811M
|
— |
EDGAR ↗
|
| 10/23/2025 |
Joseph Group Capital Management
|
Sep 2025 |
$355M
|
— |
EDGAR ↗
|
| 10/23/2025 |
Creative Capital Management Investments LLC
|
Sep 2025 |
$313M
|
— |
EDGAR ↗
|
| 10/23/2025 |
True Wind Capital Management, L.P.
|
Sep 2025 |
$273M
|
— |
EDGAR ↗
|
| 10/23/2025 |
RWQ Financial Management Services, Inc.
|
Sep 2025 |
$230M
|
— |
EDGAR ↗
|
| 10/23/2025 |
Signature Wealth Management Partners, LLC
|
Sep 2025 |
$191M
|
— |
EDGAR ↗
|
| 10/23/2025 |
Sarver Vrooman Wealth Advisors
|
Sep 2025 |
$156M
|
— |
EDGAR ↗
|
| 10/23/2025 |
Waycross Investment Management Co
|
Sep 2025 |
$98M
|
— |
EDGAR ↗
|
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