| 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 ↗
|
| 10/28/2025 |
Deroy & Devereaux Private Investment Counsel Inc
|
Sep 2025 |
$2M
|
— |
EDGAR ↗
|
| 10/27/2025 |
Japan Post Holdings Co., Ltd.
|
Sep 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Concurrent Investment Advisors, LLC
|
Sep 2025 |
$5.8B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Mackay Shields Llc
|
Sep 2025 |
$2.9B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Tokio Marine Asset Management Co Ltd
|
Sep 2025 |
$2.8B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Bogart Wealth, LLC
|
Sep 2025 |
$2.5B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Harbor Investment Advisory, Llc
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Quent Capital, LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
One Day In July LLC
|
Sep 2025 |
$1.2B
|
— |
EDGAR ↗
|
| 10/27/2025 |
Fractal Investments LLC
|
Sep 2025 |
$693M
|
— |
EDGAR ↗
|
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